Businesses that need you
Companies in your niches with a reason to talk now: new funding, rapid hiring, a new entity, a CFO leaving.
AI agents for accounting firm marketing.
We set up a team of AI coworkers for your firm. They find businesses that need more than a tax return and win them on search. Your partners approve the work and win the engagements.
For CPA and accounting firms growing advisory, tax and outsourced finance.
Works with your systems
Karbon
Canopy
TaxDome
HubSpot
Zoho CRM
Services we grow
Tax · Advisory · Outsourced accounting · Fractional CFO · Audit
Niches
Construction · Dental · Real estate investors · Startups · Manufacturing
HubSpot and Zoho CRM connect directly, read only. Practice management connects by export or a custom integration we build during setup. Client files stay untouched.
What we set up for your firm.
A strategist builds your AI coworkers around how you sell, in about a week.
- Day 1
Your services
The work you want more of, and the work you want less of.
- Day 2
Your best clients
What your top relationships share, read from your CRM.
- Day 3
Your market
What owners search near you, and the firms you compete with.
- Day 4
Your rules
CPA wording, client consent, tax content review.
- Day 5
First work
Your first prospect list and niche page, for your yes.
What your AI coworkers do every week.
Everything waits for your team's yes.
Pages owners find
A page for each service, niche and city you serve.
Content for owners
Tax deadline guides, advisory explainers and your client newsletter.
LinkedIn for partners
Updates in each partner's voice about the niches they advise.
Rival firms, watched
New niche pages, services, hires and reviews at up to five firms.
Named by AI assistants
In the answer when an owner asks ChatGPT for a CPA who knows construction.
What arrives on a Monday.
A prospect list from your niches and your best clients. Your partners choose who to contact.
Leads and plays · Prospect listFor your yesDenver startups that raised and have no finance lead
- Why now
- Raised a seed or Series A in the last 90 days with no CFO or controller on staff
- This week
- 58 companies, 74 founders and operators, every email verified
- One of them
- Pinecrest Analytics: closed a $6M Series A and is hiring its first finance manager
- Opening line
- Congrats on the Series A. Who's owning the monthly close and board reporting while you hire?
- Left out
- 22 companies already clients or open proposals in your CRM
Example company. Every name and number is made up.
Your niches, not a database
Built from the services you sell and the clients you want.
A reason to reach out
Each company comes with the public signal behind it.
Your partners reach out
We never contact prospects. Your firm decides who and how.
See what we'd set up for your firm.
On a 30-minute call, a strategist walks through your market and the first month of work.
Your industry's rules, built in.
Advertising rules
AICPA standards: no false, misleading or deceptive claims.
CPA wording
Used only as your state board allows for your firm.
Client names
Only with written consent. Everything else is anonymized.
Tax content
Circular 230 in mind, and a partner approves every page.
What they do
- Find businesses in your niches
- Write pages for each service and city
- Write tax guides and client newsletters
- Draft LinkedIn for your partners
- Watch up to five rival firms
What they don't
- Prepare returns or do bookkeeping
- Give tax advice to anyone
- Open client files or your portal
- Find individual tax filers
- Contact prospects for you
The First-Month Guarantee
Try your first month. 30‑day money-back guarantee.
Expect 30 approved deliverables in your first month. If it isn't right for you, we refund the month. You approve every deliverable, so the quality bar is yours.
*Conditions apply.
Questions we hear often.
Can AI find advisory clients for a CPA firm?
Yes, business clients. Each week your leads coworker finds companies in your niches with a reason to reach out now and a verified email. Up to 200 a week.
Does it work with Karbon, Canopy or TaxDome?
Yes, by export or a custom integration we build during setup. HubSpot and Zoho CRM connect directly. Everything is read only, and client files stay untouched.
Who checks tax content?
A partner approves everything before it goes out. We write general guidance with Circular 230 and your state board's rules in mind, never advice for a specific client.
Can it help us move beyond compliance work?
Yes. Most firms point it at advisory, fractional CFO and outsourced accounting, so new clients arrive for the work with better margins.
How much of our time does it take?
About 1-2 hours a week to approve work, after a setup week with a strategist.
AI Agents for Consulting Lead Generation →AI Agents for Startup Marketing →AI Agents for Real Estate Lead Generation →All industries →
Your first month, planned on one 30-minute call.
A strategist shows you what we set up first, built from your market and your competitors. Backed by our 30-day money-back guarantee.
Book a call