Who we email for you
Most bookkeeping clients are local owner-run businesses: trades, clinics, restaurants, retailers, agencies. They're easy to find on Google Maps by category and city, which makes them a good fit for outreach. We build the list around the areas you serve and the kinds of businesses you like working with.
We then use Apollo to find the owner or the person who handles the finances, since that's who actually decides.
The hiring signal that points to bookkeeping
When a small business posts a job for a part-time bookkeeper, an office administrator who "handles the books", or an accounting clerk, it's telling you it needs help with its finances. Some of those businesses would be better served by a firm than a hire. We look for those posts and email the owner with that in mind.
An offer worth replying to
Few owners reply to an email that just says "we do bookkeeping". The emails work better when they speak to a specific problem, like being months behind on the books, or a bookkeeper who never answers. That's why we run the paid versus free offer test. For your firm, the free side might be a short review of where their books stand. The paid side might be a fixed-price cleanup. The campaign tells us which one gets more meetings.
Timing around tax season
You know your busy months better than we do. If you don't want new clients arriving in March and April, we can slow the campaign down or pause it and pick it back up when you have room. Prospects who say "talk to me after tax season" get a follow-up when tax season is over.
Protecting your firm's reputation
Accounting is a trust business, and a sloppy cold email reflects on your firm. Every email goes out under your name, says plainly who you are, and makes it easy to opt out. We only write claims you can stand behind on the call, and you approve every email before it's sent.