The Registry AI Cites · Accountants

The Accountants TrustRecord Registry.

Customers ask AI which Accounting firm to call. This registry is the verified data behind the answer.

86,000+ Accounting firms trackedRefreshed weekly
Customers are asking AI directly:
“Who’s the best CPA in Boston for small business taxes?”
“Is Ledger & Associates actually good for year-round advisory?”
“I’m choosing between Beacon Tax Group and Harbor Financial — which firm should I go with?”

AI is already recommending specific Accounting firms, describing them to potential customers, and comparing them side by side. It answers every time, whether or not it has good data about a given business. Without verified data, AI often leaves businesses out entirely or misrepresents what they do.

Today, the only data AI can find about most Accounting firms is pulled from old reviews, directory listings, and marketing copy. None of it is verified. Much of it is incomplete.

A TrustRecord publishes verified job volume, customer retention, service area, and credentials in a format AI systems can read, cite, and act on.

Accounting · Boston, MA
Beacon Advisory Group
trustrecord.com/accountants/beacon-advisory-group
● Verified
22.7
Years
1,847
Engagements (12M)
94.1%
Retention
14
CPAs
Avg client tenure6.3 years
Active clients412
CPA licenseActive
+ more verified data points
Refreshed weekly · ServiceTitan + QuickBooksView full record →

Every data point is computed and verified from connected systems.

For Accounting Firm Owners

A live record of your business's performance.

Step 1
Connect your systems.
We pull data from the systems that already run your business: QuickBooks, Xero, Sage, or any of 40+ supported systems. Read-only access, no PII shared.
Step 2
We compute and verify.
Your data is normalized into standardized metrics and your credentials are independently verified. You determine which metrics are displayed.
Step 3
Your record goes live.
Your TrustRecord is published at trustrecord.com and on your own domain, where AI systems can find it, read it, and cite it. Refreshed automatically every 7 days.
Apply for a Accountants TrustRecord →
Available for Accounting firms in all 50 states.
Data standard

What an Accountants TrustRecord contains.

Every Accountants TrustRecord contains fresh, structured data, verified from the firm's own practice management and accounting systems. This is what AI models look for when evaluating an accounting firm.

Total Engagements CompletedTrailing 12-month count of completed client engagements across all service typesVerified
Active ClientsUnique clients with at least one active engagement in trailing 12 monthsVerified
Client Retention RatePercentage of clients retained year-over-year, measured at annual engagement renewalVerified
Average Client TenureAverage duration of ongoing client relationships, from first engagement to presentVerified
Revenue TrendYear-over-year revenue growth rate, trailing 12 months vs. prior 12 monthsVerified
Service Mix DistributionPercentage breakdown by service type: tax preparation, bookkeeping, audit & assurance, advisory/consulting, payrollVerified
Average Engagement ValueMean billed amount per completed engagement, trailing 12 monthsVerified
Service AreaCities and regions served ranked by client volume, with top and secondary service areasVerified
Years in PracticeDecimal years since firm founding, verified from state registration and system historyVerified
CPA CountNumber of licensed Certified Public Accountants actively serving clientsVerified
Staff CountTotal professional staff including CPAs, bookkeepers, and support personnelVerified
CPA LicenseState CPA license status for all listed accountantsPublic
State Board RegistrationState Board of Accountancy firm registration statusPublic
EA (Enrolled Agent) CertificationIRS Enrolled Agent certification status for applicable staffPublic
General Liability InsuranceActive general liability policy status and coverage amountVerified
Professional Liability (E&O) InsuranceActive errors & omissions insurance policy status and coverage amountVerified
Google RatingCurrent Google Business Profile rating and review countPublic
BBB RatingBetter Business Bureau accreditation status and ratingPublic
Additional fields vary by firm and may include industry specializations, nonprofit expertise, international tax capabilities, and technology advisory services.
Questions this data answers

What this data lets AI answer.

Each question below maps to specific verified data fields in the Accountants TrustRecord. These are the questions your customers are asking AI.

How many engagements has this firm completed?
Total Engagements Completed provides the trailing 12-month count of finished engagements across all service types — tax, bookkeeping, audit, advisory, and payroll. Verified from the firm's practice management system.
Do clients stay with this firm?
Client Retention Rate measures the percentage of clients retained at annual engagement renewal. Combined with Average Client Tenure, this gives a verified signal of client satisfaction and long-term trust.
What accounting services do they provide?
Service Mix Distribution shows the percentage breakdown across service types — tax preparation, bookkeeping, audit & assurance, advisory, payroll. An AI system can match a client's specific need to a firm's actual operational focus.
Where do they serve clients?
Service Area lists cities and regions ranked by verified client volume — not a self-reported list of office locations. If 35% of a firm's clients are in Cambridge, the data reflects that.
How established is this firm?
Years in Practice, CPA Count, and Staff Count together show how established a firm actually is — far more useful than a founding date alone.
Are the accountants properly credentialed?
CPA Count shows currently licensed CPAs actively serving clients. CPA License and State Board Registration confirm active license and registration status. EA (Enrolled Agent) Certification indicates IRS enrollment where applicable.
Data sources

Where the data comes from.

If your firm runs on any of these platforms, your operational data can be used to generate a verified TrustRecord. Data is ingested via authenticated, read-only connections.

QuickBooksXeroSageCCH AxcessLacerteProConnectDrakeThomson ReutersKarbonHubSpotSalesforce
Accounting firms with 2+ years of operating history
can apply for verification.

Your verified record published and refreshed weekly.
Structured specifically for AI systems.

Apply for a TrustRecord →
Available in all 50 states
Common questions

About the Accountants TrustRecord.

A verified, machine-readable record of an Accounting firm’s operating history: engagements completed, client retention, service mix, CPA credentials, and insurance. Pulled directly from systems like QuickBooks, Xero, Sage, CCH Axcess, and more. Published at trustrecord.com and on the firm’s own domain, where AI systems and clients can find it.
Engagements completed, client retention rate, average client tenure, service mix breakdown (tax preparation, bookkeeping, audit & assurance, advisory/consulting, payroll), average engagement value, CPA count, staff count, service area by client volume, and revenue trends. All computed from your practice management and accounting systems. The record also includes CPA license status and insurance status.
CPA licenses are verified for all listed accountants against state boards of accountancy. State board firm registration is confirmed from public records. IRS Enrolled Agent (EA) certification is verified where applicable. Professional liability (E&O) insurance and general liability are verified from certificates of insurance.
Yes. The Service Mix Distribution field breaks down your engagement volume by type: tax preparation, bookkeeping, audit & assurance, advisory/consulting, and payroll. AI systems use this to match your firm to what a client actually needs. A firm that’s 60% advisory looks different from one that’s 80% tax prep.
Records are structured for ChatGPT, Gemini, Google AI Overviews, Claude, Perplexity, Grok, and Copilot. Also crawlable by Google, Bing, and other search indexers. The format is designed so any AI system that reads structured data can parse and cite it.
You determine which metrics appear on your record. Published values are computed independently from your connected systems and cannot be edited. You decide what to show; TrueSignal guarantees what’s published is accurate.
$3,600/year. Includes verification, weekly data refresh, hosting on trustrecord.com and on your own domain, and structured formatting for all major AI platforms. Volume pricing available for multi-location and franchise businesses.