Accounting lead generation that books qualified meetings with the clients worth keeping.

Outreach starts in week one. List build, messaging, and account research finish during onboarding so day one of the engagement is dialing day — we don’t ramp by quarter. First qualified appointments typically land within the first week, with steady weekly cadence by week three. Your partners see meetings on the calendar before most agencies have finished writing their kickoff deck.

Three-point standard, and all three must be met. Verified pain — the prospect has named a specific problem with their current accountant or finance function, not just mild curiosity. Decision authority — they’re the owner, CFO, or controller who can actually sign for a switch. Active timeline — they’re evaluating in the next 90 days, not “maybe after tax season three years out.” Anything short of all three doesn’t reach a partner. Most agencies count anything with a pulse as a “lead.” We don’t.

Yes. Our reps know the difference between compliance work and advisory, between a tax-season spike and a steady CAS retainer, and between a price-shopper and a business owner who values CPA-level expertise. We go deep on your firm’s specializations and speak your prospects’ language — so the conversation sounds like it’s coming from someone who gets the work, not a call center reading a script.

We map your service mix before outreach — tax, audit, bookkeeping, CAS, advisory — and build a separate qualification path for each. A prospect who needs M&A advisory gets a different conversation than one shopping for monthly bookkeeping, and we segment the target list so the right offer reaches the right firm. You’ll never have us pitching a Fortune-500 audit play to a five-person startup.

Solo and boutique practices through multi-partner regional firms. The common thread isn’t headcount — it’s capacity to close: you need a partner or BD lead who can run the meetings we book and bring them home. If you’re not ready to take meetings, we’ll tell you upfront — outbound only works when the close side is ready to catch what we put on the calendar.

Onboarding runs five to ten business days from kickoff. We use that window to build the target list, finalize your messaging, train reps on your service lines and ideal client, and integrate with your CRM. Most kickoff work compresses into two or three short working sessions — your time stays minimal. Messaging gets iterated weekly during the first month based on real call data. The point is to sound like your firm, not like another agency reading from a deck.

Yes, and segmentation goes deeper than industry codes. We layer business size, revenue band, entity type, current-accountant signals, geography, and the niches you specialize in — construction, healthcare, nonprofit, eCommerce, professional services, and more. The output is a tight target list of accounts that actually fit your offer, not a generic small-business pull from a list vendor. Sloppy targeting is the single biggest reason outbound underperforms. We fix it before week one.

Monthly retainer, scoped to your target volume, client complexity, and the niches you’re going after. Broader or more specialized targets cost more to engage; tighter local plays cost less. We don’t publish a rate card because every firm’s ideal client and service mix looks different, and a flat price would either overcharge half our clients or undercharge the other half. Book the assessment and you’ll get a written scope and quote within 30 minutes of the call.