Qualified B2B Meetings for Financial Services Firms. Pay-Per-Call.
You get booked calls with business owners who need bookkeeping, tax, or advisory services. No retainers.
Why Most Firms Struggle to Grow Consistently.
How We Build Predictable Growth for Financial Firms
We apply a structured, data-driven approach to help accounting, bookkeeping, CFO, and tax firms attract qualified business clients consistently - without relying on referrals or ads.
Identify Your Ideal Client Base
We start by mapping your target market — business owners, founders, and professionals who fit your ideal client profile.
Using firmographic and financial indicators like industry, revenue range, and entity type, we build a clean, verified contact list segmented by buying potential and service need.
You’ll know exactly who to target and why — before a single email goes out.
Build Your Outreach System
Next, we design and launch a personalized outbound engine tailored to your firm’s services.
We write messaging that speaks your clients’ language - from “keeping your books clean” to “protecting profit through proactive tax strategy.”
Every campaign runs through tested frameworks that generate qualified conversations and position you as the trusted financial expert.
Convert and Optimize
Once campaigns are live, we handle everything: follow-ups, scheduling, and CRM sync.
You get booked discovery calls directly on your calendar with business owners who are ready to engage your firm.
Our team tracks response rates, refines messaging, and reports on key metrics like meetings booked, cost per lead, and ROI.
Scale & Expand
After the system proves ROI, we expand outreach to new verticals or service lines - whether that’s advisory, payroll, or tax planning.
We turn your acquisition process into a repeatable growth engine that runs month after month.
See How We've Helped Other Firms Grow
Real examples of financial services teams transforming slow, manual workflows into efficient, scalable growth engines.
Book a Call to See How Many Clients We Can Send You.
We'll show you how we deliver qualified B2B calls for accounting firms and how fast we can get your first batch booked.