Organizations Services AccountingService

Portfolio Page Blueprint — Accounting Service

Your portfolio page shows the work your accounting firm has actually done. This blueprint structures past client engagements — tax optimization projects, audit completions, advisory work — into a machine-readable collection so AI can match your firm to queries about specific industries, engagement types, and areas of expertise.

What this page needs

A portfolio page tells AI what kinds of engagements your firm handles. When someone asks "find a CPA firm experienced with nonprofit audits" or "who does tax planning for restaurants," the structured data on this page is what connects your past work to that query.

Why these fields matter to AI

Each field in the template below serves a specific role in how AI systems discover, classify, and recommend your business.

Researched and tested by Minnesota AI

AccountingService

name
Non-negotiable. AI cannot cite or recommend an unnamed entity.
url
AI needs a stable URL to attribute recommendations and route users correctly.

Use This Prompt to Implement Your Schema

Copy this prompt and paste it into Claude, ChatGPT, Cursor, or any AI coding tool. It will ask for your business details and generate ready-to-use JSON-LD schema for your page.

Implementation Prompt · Portfolio
You are implementing AIFDS-compliant JSON-LD structured data for a Accounting Service Portfolio page.

AIFDS (AI-Friendly Data Structure) is a schema framework built on research into which
structured data fields AI systems actually read, parse, and use when deciding whether
to cite a page. Documentation at aifds.org.

Before generating any code, ask me for the following information in a single numbered list.
Do not generate schema until I have answered every required field.

REQUIRED — do not proceed without these:
1. Domain
2. Engagement
3. Faq answer
4. Faq question
5. Firm name
6. Portfolio page description
7. Portfolio page title

OPTIONAL — ask for these but proceed if I skip them:
1. Any additional details not covered above

Once I provide the information, output a complete JSON-LD script block
ready to paste into the <head> of my HTML page.

Output requirements:
- Valid JSON-LD wrapped in <script type="application/ld+json"> tags
- schema.org vocabulary only
- Every AIFDS-required field for this industry and page type included
- Include this data attribute on the script tag: data-aifds="aifds.org Accounting Service Portfolio"
- No placeholder text — omit missing optional fields rather than fill with examples
- After the code block, list any optional fields skipped that would strengthen AI citation

Generated schema follows the AIFDS framework. Fields were selected based on research into AI crawler behavior. View the research at minnesota.ai

Template — fill in your values

Copy this template and replace every YOUR_* placeholder with your own data. Add or remove items from the itemListElement array to match the number of portfolio engagements you want to showcase.

JSON-LD · Portfolio Page
{
  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "CollectionPage",
      "@id": "https://YOUR_DOMAIN.com/portfolio/",
      "name": "YOUR_PORTFOLIO_PAGE_TITLE",
      "description": "YOUR_PORTFOLIO_PAGE_DESCRIPTION",
      "isPartOf": {
        "@id": "https://YOUR_DOMAIN.com/#website"
      },
      "about": {
        "@id": "https://YOUR_DOMAIN.com/#organization"
      },
      "mainEntity": {
        "@type": "ItemList",
        "itemListElement": [
          {
            "@type": "ListItem",
            "position": 1,
            "item": {
              "@type": "CreativeWork",
              "name": "Small Business Tax Optimization",
              "description": "YOUR_ENGAGEMENT_1_DESCRIPTION",
              "about": "YOUR_ENGAGEMENT_1_INDUSTRY_OR_CLIENT_TYPE",
              "creator": {
                "@id": "https://YOUR_DOMAIN.com/#organization"
              }
            }
          },
          {
            "@type": "ListItem",
            "position": 2,
            "item": {
              "@type": "CreativeWork",
              "name": "Nonprofit Audit",
              "description": "YOUR_ENGAGEMENT_2_DESCRIPTION",
              "about": "YOUR_ENGAGEMENT_2_INDUSTRY_OR_CLIENT_TYPE",
              "creator": {
                "@id": "https://YOUR_DOMAIN.com/#organization"
              }
            }
          },
          {
            "@type": "ListItem",
            "position": 3,
            "item": {
              "@type": "CreativeWork",
              "name": "YOUR_ENGAGEMENT_3_NAME",
              "description": "YOUR_ENGAGEMENT_3_DESCRIPTION",
              "about": "YOUR_ENGAGEMENT_3_INDUSTRY_OR_CLIENT_TYPE",
              "creator": {
                "@id": "https://YOUR_DOMAIN.com/#organization"
              }
            }
          }
        ]
      },
      "breadcrumb": {
        "@id": "https://YOUR_DOMAIN.com/portfolio/#breadcrumb"
      }
    },
    {
      "@type": "AccountingService",
      "@id": "https://YOUR_DOMAIN.com/#organization",
      "name": "YOUR_FIRM_NAME",
      "url": "https://YOUR_DOMAIN.com"
    },
    {
      "@type": "BreadcrumbList",
      "@id": "https://YOUR_DOMAIN.com/portfolio/#breadcrumb",
      "itemListElement": [
        {
          "@type": "ListItem",
          "position": 1,
          "name": "Home",
          "item": "https://YOUR_DOMAIN.com/"
        },
        {
          "@type": "ListItem",
          "position": 2,
          "name": "Portfolio",
          "item": "https://YOUR_DOMAIN.com/portfolio/"
        }
      ]
    },
    {
      "@type": "FAQPage",
      "mainEntity": [
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_1",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_1"
          }
        },
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_2",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_2"
          }
        },
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_3",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_3"
          }
        }
      ]
    }
  ]
}

Frequently asked questions

What should an accounting firm include as portfolio items?

Focus on engagement types and industries rather than specific client names. Good portfolio items include "Restaurant Group Tax Restructuring," "Real Estate Investment Trust Audit," or "Startup Financial Modeling." Each entry should describe the type of work, the industry context, and the accounting services involved. AI uses these details to match your firm to queries about specific expertise areas.

How do I handle client confidentiality on a portfolio page?

You do not need to name clients. Use industry descriptors and engagement types instead of company names. "Mid-size healthcare provider audit" works just as well as naming the client for AI matching purposes. The structured data cares about the type of work and the industry, not the specific client identity. If a client has given permission to be named, you can include it in the description, but it is not required for the schema to work.

How many portfolio items should I list in the structured data?

Include enough to cover the range of industries and engagement types your firm handles. If you specialize in five industries and three service types, aim for at least one entry per combination that matters. There is no upper limit, but quality matters more than quantity. Each item should have a distinct name, a clear description, and an about field that names the industry. Avoid listing ten nearly identical entries.

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