Free SEO Audit

United States

Financial services SEO agency for US firms

From solo practices to multi-office firms, we help American finance professionals get found by the clients already searching for them.

Manhattan skyline at golden hour, home to many US financial firms

A financial services SEO agency built for the US market

Fiscal Discovery is a financial services SEO agency that works only with finance firms. In the US that means understanding how clients compare practices state by state, how review platforms shape trust, and how filing deadlines drive demand across the year.

We combine local search, Google Business Profile management and AI search optimization into one plan measured in calls and consultations — not vanity rankings.

Smartphone showing a local map search for nearby professional firms

How American clients choose a firm

  • Most start with a “near me” search and shortlist from the map pack.
  • Reviews on Google, Yelp and the BBB carry real weight in the final decision.
  • Business owners increasingly ask AI assistants for recommendations first.
  • State licensing and specialisms (industries, entity types) narrow the choice.

What we deliver

  1. 1

    Audit your visibility across search, maps and AI answers.

  2. 2

    Fix technical issues and build service pages for each offering.

  3. 3

    Optimise and actively manage your Google Business Profile.

  4. 4

    Earn relevant citations and reviews, then report on leads monthly.

Local market notes

  • Tax season (January–April) concentrates demand — rankings should be in place by autumn.
  • Directory trust signals: Google, Yelp, BBB and state CPA society listings.
  • Compliance: marketing must respect AICPA ethics rules, state board rules and, for advisors, the SEC Marketing Rule.
  • Pricing is in USD; we quote fixed monthly retainers after the audit.

Frequently asked questions

Yes. We work remotely with firms nationwide and build strategies around your specific cities and state licensing.

Ready to be the firm they find?

Start with a free SEO audit built for your firm — or book a strategy call and talk it through with a strategist.