Advisory growth for CPA firms that have outgrown referrals
For CPA and accounting firms growing advisory, client accounting, bookkeeping and outsourced CFO services. We fill your calendar in the months your partners have capacity, with businesses that fit your niche and your fees.
Growth expectations changed
Private equity has stakes in at least 11 of the 30 largest US accounting firms and is buying smaller practices too. Recurring advisory revenue is what the market now rewards, and referrals rarely deliver it on a schedule.
We give firms a second, predictable source of advisory clients that runs alongside referrals and turns up or down with capacity. Source: CPA Trendlines
Specific beats general, every time
Firms with a clear industry focus win more advisory work. We build campaigns around the niches you already serve well.
Construction and trades
Job costing, WIP, equipment and cash flow, explained in their language.
Real estate
Landlords and developers who need more than year-end compliance.
Medical and dental practices
Practice owners with complex payroll, entities and high personal income.
Owner-led businesses
Growing companies ready to move from bookkeeping to a real CFO relationship.
Pipeline that respects busy season
Niche-led campaigns
Messaging that proves you understand a contractor's job costing or a landlord's depreciation. Specificity beats the firm down the road.
Off-season weighting
Campaigns concentrated in May to December, when partners can take discovery calls and onboard properly.
Fee-qualified enquiries
Forms that ask about revenue, current provider and services needed, so you see fit before you see the prospect.
Reporting partners can use
Qualified meetings, proposals, clients won and cost per client, by service line and office.
Numbers your partners will actually read
One page a week, by service line. What we spent, what it produced, and the decision we are making next.
Are there rules on testimonials for CPA firms?
Some state boards restrict testimonials and certain claims for licensees, and AICPA standards apply. We check your state during onboarding and build proof around what you can use.
Can you keep out price shoppers?
Yes. We screen on business size, services needed and budget, and say plainly in the ads that you are not the cheapest option.
Will this overload us in busy season?
Not unless you want it to. We usually reduce new-client campaigns from February to April and scale when your team has room.
We are PE-backed with growth targets. Can you work at that scale?
Yes. We run campaigns across offices and service lines, with reporting that rolls up to the numbers your partners and investors track.
Build an advisory pipeline that does not depend on referrals
Thirty minutes with a founder. We review your lead sources, fees and intake, then tell you plainly whether we can help and what it would take.