Scale My Business · Accounting & bookkeeping firms

We start the conversation. You take the meeting.

LinkedIn outreach to the business owners and referral partners in your niche. It runs on your own profile, so every connection stays with your firm.

Book a free 30-minute call

$999/month + $3,999 setup

Built around work you can take on

For owner-run accounting, CPA, bookkeeping and tax firms with a clear niche, capacity for new engagements, and an owner who takes the meeting.

Who we reach

Construction & trades

Owner · President · CEO · Controller · CFO · Director of Finance

Contractors who bid bonded work need statements, a work-in-progress schedule, and a CPA review the surety will accept, on time. The owner or controller picks who prepares them, and remembers who was late.

Dental & medical practices

Practice Owner · Dentist · Physician · Practice Manager · Office Manager · Practice Administrator

Owner-run practices need payroll, a plan for how the doctors pay themselves, and the practice return. The doctor signs the engagement letter, but the practice manager often builds the shortlist.

Real estate investors

Real Estate Investor · Managing Member · Principal · Owner · Asset Manager

Every new property can mean a new entity, and every loan file needs returns that match the application. Investors stay with an accountant who already knows how they hold their properties.

Restaurants & hospitality

Owner · Franchisee · Multi-Unit Operator · General Manager · Director of Operations

Tips, inventory, payroll, and sales tax make the monthly close matter more than in most businesses. Owners opening a second or third location usually outgrow a part-time bookkeeper first.

Nonprofits

Executive Director · CEO · CFO · Director of Finance · Controller

Nonprofits need a Form 990, fund accounting, and more reporting once federal grant money grows. The executive director or finance lead picks the firm, and the board treasurer weighs in.

Law firms & professional services

Managing Partner · Firm Administrator · Owner · Founder · Office Administrator

Partners who bill for their time want someone else to own the close, the owner returns, and the cash reports. When the work is done right, they tell other firms like theirs.

E-commerce & agencies

Founder · Owner · CEO · COO · Head of Finance · Agency Owner

Payout cleanup, inventory, and sales tax in more than one state. A national provider can run a standard close. A named accountant who knows their sales channels wins the messy work.

Referral partners

Business Attorney · Estate Planning Attorney · Financial Advisor · Commercial Banker · SBA Lender · Business Broker

Attorneys, advisors, bankers, and brokers meet your next client at a formation, a loan, a sale, or an estate. We introduce you as a specialist they can recommend. No referral fees are offered.

One flat monthly price

Accounting

$999/month

+ $3,999 one-time setup

Business owners and referral partners in your niche and region. Month to month, with 30 days’ notice to stop.

Book a free 30-minute call

Setup milestones, billing, pauses and issue handling are agreed in writing before work begins. The fee pays for work, never a share of engagements, policies or premium. We do not guarantee results.

What's included

  • A list of business owners and referral partners in your niche and region
  • LinkedIn profile tune-up so owners see a firm they would hire
  • First messages written from each person’s profile, by niche
  • Your approval on every list, message, and claim before launch
  • Same-day reply alerts and a monthly pipeline review
  • 6- and 12-month onboarding roadmaps, plus up to two post-call decks a month

Your part

Approve the audience and wording, answer replies in your own words, and record the next step. Keep private client records in your secure systems. Honor stop requests.

Notes for firm owners

Write a first message with one clear question

Use a public business detail to explain why you are writing. Ask one relevant question, keep private records out of messages, and stop when asked.

Read the article →

Approve outreach before it starts

Agree the list, wording, reply owner and stop-request process before outreach begins. Keep private client records in the systems your firm already uses.

Read the article →

Choose the first niche before you build a list

Use your existing experience, service capacity and territory to choose one starting niche. Approve a small list before expanding the outreach work.

Read the article →

Choose referral partners who fit your niche

Start with professionals who serve the same business owners. Agree who makes introductions, what a useful introduction includes, and who follows up.

Read the article →

Common questions

Who do you reach?
Business owners who hire a firm: contractors, dental practice owners, real estate investors, restaurant operators, and nonprofit leaders. We also reach the attorneys, advisors, and bankers around them. We choose the first niche with you, based on work your team can deliver.
Who sends the messages?
We agree a permitted, manual sending workflow before starting. Messages come from your real profile. We do not use bots to send messages or add connections. You approve the wording, and activity pauses if your account shows a warning.
Do I approve the messages?
Yes. You approve the list, the wording, and every claim before anything goes out under your name. We use public business details to make each introduction relevant. No tax savings promises and no claims you cannot support.
Who answers the replies?
You do, in your own words. We flag replies the same day with a note about the business and what the owner asked. Client documents and financial details belong in your secure client channel.
I am not very active on LinkedIn. Does that matter?
You do not need a large following. Setup includes a profile review so an owner can see who you help, what you do, and where you work. Your credentials and services must be accurate.
Can it run on another partner’s profile?
Yes, if they are a real person at your firm and are responsible for the conversations. We agree who approves messages and who handles replies before starting. The profile should describe their actual role.
Does this replace referrals?
No. Existing clients and professional contacts still matter. Outreach adds introductions to owners in a niche your firm knows. You earn the engagement through the meeting and the work that follows.
Do you work in my state?
We choose the niche and geography together. Before outreach begins, your firm confirms that its credentials and approved claims fit the services and locations it wants to promote.
How do approvals work?
Your firm reviews the list, profile wording, and messages before launch. We keep a record of approvals and stop requests. The monthly fee pays for work, and is never a share of refunds, tax savings, or engagements.
Do you guarantee clients?
No. We do not promise clients, meetings, or revenue. Results depend on your niche, your capacity, the relevance of your offer, and how you follow up. The fee stays the same whatever happens.
Do you have accounting results yet?
We have no accounting client results published. Illustrations are examples, not client conversations or evidence of results.
What does it cost?
$999 a month plus $3,999 setup. Month to month, with 30 days’ notice to stop. Setup covers your profile, first list, approved messages, and reply tracking. Ads are quoted separately, with spend on your own card.
Who should book the call?
Owners of accounting, CPA, and bookkeeping firms with a clear niche and room for new work. Usually that means around $500,000 or more in annual fees. If tax season fills your calendar, we can discuss a later start.

Choose the first niche together

Thirty minutes. We look at your capacity and territory, and show you who we would reach first.

Book a free 30-minute call