How it works

The work gets done. You stay in control.

Surface audits how your firm shows up on Google and in AI answers, plans the work that brings in clients, and does it every month. AI does the research and drafting, our team checks every piece, and nothing goes out in your name without your yes.

Example approval
New pageChecked by the Surface team
Small business tax preparation in your town

Answers what owners search before they hire a tax preparer, so Google and AI assistants show your firm.

ApproveAsk for changes
1

We audit everything.

Your website, your Google Business Profile, your competitors, and what AI assistants say when someone asks for a firm like yours. You get a Search score and an AI visibility score, with every finding explained in plain words.

Example audit
Search score
41
Needs attention
AI visibility
15
Needs attention
Site health
82
Strong
Local listings
58
Needs work
2

We research your firm.

Before anything is written, Surface builds a fact sheet for your firm: your services, credentials, locations and the clients you want more of. Every draft is checked against it, and anything we cannot confirm gets flagged, not guessed.

Example fact sheet
Your Firm, CPA
Fact sheet
Services
Tax preparation, bookkeeping, tax planning
Credentials
CPA, Enrolled Agent
Locations
Your town, by appointment
Clients you want more of
Small business owners
Founding year not confirmed. Flagged, not guessed.
3

We plan the month.

You approve the searches we build around. Each month the plan lists the work that will move your results most, with the reason for each item.

Example monthly plan
Make your tax preparation page the one Google shows
Page improvement
Being prepared
List your firm on the directories AI assistants trust
Directory listing
Done
Four Google posts that give people a reason to call
Google post
Waiting for you
Your monthly results report
Monthly report
Planned
4

AI drafts, our team checks, you approve.

Drafts arrive in your portal already reviewed. Approve them, or tell us what to change in your own words. Silence never publishes.

Example AI draft with expert check
  • Read 5 ranking pages
  • Page data, 90 days
  • Checked against your fact sheet
  • Expert check 4.6 of 5
Page title
Small Business Tax Preparation in Your Town | Your Firm
Description
Tax preparation for owners who want it done right and on time, from a licensed preparer who knows your town. Book a consultation.
5

We report in plain words.

Your Google numbers every morning, rankings every week, an AI visibility check every month, and a monthly report you can read in two minutes.

Example client dashboard
Visits from Google
1,632+202%
Last 4 weeks
Calls, forms and bookings
73+204%
Last 4 weeks
Visits from Google1,632

Example. The dashed line is the daily average before Surface started.

What we work on each month

Technical fixes

Speed, indexing and structure problems that stop Google from showing your pages.

Page improvements

Titles, headings and descriptions matched to what clients search.

New pages

One for each service and place you want more clients for.

Google Business Profile

Posts and details that back up your pages.

AI visibility

Consistent details and listings on the sources AI assistants trust.

Structured data

The code that tells Google exactly who you are and what you do.

How much of each happens monthly depends on your package. See pricing.

What waits for your approval, and what doesn't

Waits for your yes

New pages, changes to titles and descriptions, Google posts, keywords, and anything a client would notice.

Done after our team's review, reported weekly

Behind the scenes fixes such as structured data and technical repairs.

Every change is recorded and can be undone.

Read how approvals work

A few minutes a week

Most weeks you only read and approve what is waiting. In month one we also need access to your website builder and a manager invite to your Google Business Profile. Your portal lists anything we are waiting on, with how to do it.

What to expect

  1. 1

    Week one

    Your audit, your fact sheet, and your keyword approval.

  2. 2

    Months 1 to 3

    Fixes and the first new pages go live, and early movement shows up in your numbers.

  3. 3

    Months 3 to 12

    Measurable movement within 3 to 6 months is typical, and significant results usually land in 6 to 12, depending on competition and where you start.

More in our guide

Questions firm owners ask

How is this different from an SEO tool?

SEO tools give you data and leave the work to you. Surface does the work: the plan, the drafts, the checks and putting approved changes on your site. You read and approve.

Who checks the AI's work?

Our team reviews every piece before it reaches your portal, and every draft is checked against your firm's fact sheet. Then you approve it.

Can I undo a change?

Yes. Every change is recorded and can be reversed.

What website platforms do you work with?

WordPress, Wix, Webflow, Squarespace, GoHighLevel, CPA Site Solutions and most other builders. If your platform is holding you back, we will tell you up front.

Do you guarantee rankings?

No. Nobody can honestly promise rankings. We plan the work most likely to move your results, measure every change, and report plainly.

What happens if I don't respond?

Nothing goes live. Silence never publishes.

See what Google and AI say about your firm.

Free. Your audit and plan within the hour. No card needed.

Prefer to talk? Book A Demo