Be the firm clients find — in search, on the map, and in AI answers.
Trinity Visibility LLC audits and improves how wealth management, financial planning and accounting firms show up when prospective clients go looking. Clear findings, ranked by impact, from people who understand how professional practices win business.
Prospective clients look for a firm in three places. We make sure you show up well in all of them.
Search results
When someone searches “fee-only financial planner Southlake” or “CPA near me,” your site has to be technically sound and answer what they're asking.
- Technical health: crawling, indexing, speed and broken links
- Titles, descriptions and headings that match real searches
- Service and city pages worth ranking
The map
Your Google Business Profile is often the first thing a prospect sees, before they ever reach your website.
- Categories, services and description
- Reviews: how many, how recent, how you respond
- Photos, posts, and the same name, address and phone everywhere
AI answers
Prospects increasingly ask ChatGPT, Perplexity and Google's AI Overviews who to hire. Those tools cite firms whose sites answer questions clearly.
- FAQ content that answers client questions directly
- Structured data (schema) that describes your firm
- Consistent facts about your firm across the web
Start with an audit. Fix what matters most. Keep it working.
Every engagement starts with the audit, so you see exactly what's wrong, and what's worth fixing, before committing to anything more.
SEO & AI-Search Audit
A complete review of your website, Google Business Profile and AI-search presence, delivered as a plain-English report.
- Findings ranked by impact and effort
- Technical health summary
- On-page gaps: titles, descriptions, headings, internal links
- Business Profile and local listing review
- AI-search readiness check
- A 30/60/90-day plan
- Optional walkthrough call
Quick Win Sprint
We put the highest-impact fixes from your audit in place, so the improvements start working instead of sitting in a report.
- Business Profile categories, services, description and photos
- Title, description and heading fixes
- Schema markup for your firm and services
- Improvements to your key service pages
Growth Retainer
Ongoing work that builds on itself: reviews, content and authority, measured every month.
- Review requests and response templates
- Business Profile posts on a set calendar
- Content that answers your clients' questions
- Directory listings and reputable links
- A monthly report from Search Console, Business Profile and Analytics
What we don't do: guarantee rankings, buy links, or publish anything in your firm's name without your sign-off.
A clear process, with your approval at every step.
Intake
A short online questionnaire about your practice, your services, the clients you want and the competitors you see winning. A quick call only if it's helpful.
Audit
We review your site, Business Profile and AI-search presence. Every finding is checked on your live site and dated.
Walkthrough
You get the report and a ranked plan. Each recommendation shows its expected impact and time to results.
Implement & measure
Do it yourself, hand it to your web person, or have us do it. When we do the work, you get a monthly report.
Built for wealth, planning and accounting practices.
We work with independent wealth management and financial planning firms, and with CPA and accounting practices, across Dallas–Fort Worth, typically firms of one to fifteen professionals whose website isn't bringing in the clients it should.
Our background is corporate finance and treasury. We understand how your practice runs, how clients choose an advisor or an accountant, and why client review cycles and tax season shape your calendar.
Wealth management & financial planning firms
Independent RIAs, fee-only planners and retirement planning practices that want to be found by the clients they serve best.
CPA & accounting firms
Tax, bookkeeping, advisory and audit practices that want more of the right clients.
The same care you put into a client file.
Verified, not guessed
Every finding is observed on your live site, with the date we saw it. No estimated traffic figures, no scare numbers.
Plain English
Findings are written for a busy partner or principal, ranked by impact and effort, with the fix spelled out.
No shortcuts
No guaranteed rankings, no bought links, and no tactics that put your firm's reputation at risk.
Your sign-off first
Nothing changes on your website or profile, and nothing is published in your name, until you approve it.
What is AI-search optimization?
Tools like ChatGPT, Perplexity and Google's AI Overviews answer questions by drawing on websites they trust. AI-search optimization (sometimes called AEO) makes your firm's site easy for them to understand and cite: clear answers, structured data and consistent facts.
Do you guarantee first-page rankings?
No. No one can honestly promise that. We fix what's holding your firm back and report what changed, month by month.
How long before we see results?
It depends on the fix. Business Profile changes can register quickly; content and authority work takes longer. Every recommendation in your audit includes an expected time to results.
Do you need access to our website for the audit?
No. The audit works from your public website and listings. Implementation needs editor access to your site and Business Profile, which you control and can revoke at any time.
We already have a web designer. Does that matter?
Not at all. The audit is written so your web person can act on it. We can also work alongside them or make the fixes ourselves.
Where do you work?
We're based in Keller and focus on the Dallas–Fort Worth area. Audits are done remotely, so meeting in person is optional.
Find out what's holding your firm back.
Tell us a little about your practice and we'll reply with next steps and a fixed quote for your audit.
Email us to get started
A few details help us reply with a useful next step:
- Your name and your firm's name
- Your firm's website
- What you'd most like to improve
We use your details only to respond to your request. See our privacy policy.