Accounting & bookkeeping

Meet business owners before they need you

Business owners switch accountants when they outgrow the one they have, or when the books fall behind. Both happen quietly. We start conversations with owners and finance leads in your niche, from your profile, so you're the name they know when it's time.

Book a free outreach audit

Who we reach

The people who choose an outside accountant, bookkeeper, or CFO.

  1. Business owners

    Owner · Founder · President · CEO

    In most small businesses the owner picks the accountant, and usually by referral or familiarity.

  2. Finance & operations leads

    Controller · Operations Manager · Office Manager

    They do the books in-house until it's too much, then they're the ones asking for help.

  3. Referral partners

    Business Attorney · Banker · Financial Advisor

    Advisors who already serve your clients refer for years, once they trust you.

What the messages look like

The first message when they accept. If they don't reply, a second one written from something new on their profile. We stop the moment they reply.

See examples for every industry

Example · Owner, commercial landscaping company, Nashville

Message 1 · when they accept

thanks for connecting. you started with one truck in 2012 and now run four crews across the city, which is a lot of payroll to keep straight. i run a bookkeeping firm here in nashville that works mostly with the trades. are you still doing the books yourself, or do you have someone in house?

Message 2 · a few days later, no reply yet

saw your post about the new contract with the city, congrats. jobs that size usually make job costing a lot more complicated, fast. would a quick call to look at how you're tracking it be useful?

Fictional example of the format.

Be ready before the first reply

Outreach brings conversations. These are what buyers will ask about next. We check each one on the audit.

See how the outreach works, step by step.

  • A niche you're known for (an industry, a size, a service)
  • What you do that the owner's current accountant doesn't
  • Capacity for new clients, and when it opens up
  • A LinkedIn profile with a real photo and a clear headline

Common questions

Is LinkedIn outreach allowed for CPAs?
Solicitation rules vary by state board. Messages are plain introductions with no claims or guarantees, and you approve every version before it sends.
When should we start?
Well before your busy season. Relationships take a few months, and owners decide when they have time to think.

Other industries

See who buys in your area

Thirty minutes. We count your buyers on LinkedIn and tell you straight whether outreach fits.

Book a free outreach audit