Accounting & Bookkeeping

    Booked calls for accounting and bookkeeping firms

    Most firms grow by referral and stall when it slows. We reach business owners who need cleaner books and better advice, and book them with you.

    From $97/month. Flat 5% only on deals you close.

    Why outbound is hard for accounting & bookkeeping

    Seasonal demand

    Tax season fills the calendar, then it goes quiet. Outbound keeps new clients coming all year.

    Commodity perception

    We lead with your niche and outcomes so you are not compared on price alone.

    Trust takes time

    Short, plain emails earn a first call instead of a hard pitch.

    Who we target

    The buyers we put on your calendar

    • Owners of small and mid-size businesses
    • Founders who have outgrown DIY bookkeeping
    • Companies changing accountants
    • Finance leads without a full team

    Angles that work

    What your outreach leads with

    • 1A niche you specialize in
    • 2Time and money owners get back
    • 3A quick review of their current setup

    How it works

    01

    We build your list

    Decision makers who match your ideal client, verified before a single email goes out.

    02

    We write and send

    Short, specific copy on warmed domains, so emails land in the inbox.

    03

    We book the calls

    Interested prospects are booked straight onto your calendar.

    04

    You close

    Show up to the calls and close the deals. First 2 closes are commission-free.

    Questions

    How much does outbound cost for accounting and bookkeeping firms?+

    Plans start at $97 per month. On top of that there is a flat 5% success fee on deals you close, and your first 2 closes are commission-free.

    How fast do campaigns launch?+

    Email campaigns launch in about 14 days, because new sending domains need time to warm up. LinkedIn campaigns launch in about 72 hours.

    What do I need to do?+

    Fill in a short onboarding form about your offer and ideal client. We build the lists, write the copy, run the sending and book the calls. You just show up to the calls we book and close the deals.

    Ready for a fuller calendar?

    We set up the infrastructure, write the copy and book the calls. You just show up and close the deals.