B2B accounting & fractional CFO

Stop Waiting on Referrals. Land Your Next 5 Business Clients in 90 Days.

A done-for-you outbound system that finds the growing businesses in your area who are about to need a real accounting partner — and books you in front of the owner before your competitors get there.

What we monitor for you

Real-world signals. Not spray-and-pray.

01

New business filings

Every new LLC, corporation, and registration in your target market.

02

Hiring patterns that signal growth

When a business hires its first controller, first ops lead, or first sales leader.

03

Funding events (even SMB-level)

SBA loans, equipment financing, and lines of credit.

04

M&A activity

Acquired companies need new accounting; acquirers need integration help.

05

Year-end & tax-deadline timing

Owners switch accountants in predictable windows.

06

Bookkeeping software changes

Migrations and upgrades signal vendor reviews.

Who you'll be meeting with

Decision-makers, not gatekeepers.

Why this works for b2b accounting & fractional cfo

A category most of your competitors haven't discovered yet.

01

Most accounting firms grow on referrals, networking events, and the partner's golf game. That works — until the partner wants to retire, or the firm wants to grow past where referrals can take it.

02

We don't replace your referral network. We add a second engine — one that runs on real-world signals so your partners aren't begging clients for introductions every quarter.

03

The growing businesses in your market are already going to switch accountants. The only question is whether they switch to you or to someone else. We make sure they see you first.

The Guarantee

5 Qualified Meetings in 90 Days. Or You Don't Pay.

If we don't deliver 5 qualified meetings with decision-makers in your first 90 days, every additional month is free until we do. Month-to-month after that. Cancel anytime. You keep the system.

A qualified meeting means: a decision-maker, in your service area, matching the ICP we agree on, who showed up and confirmed a current or upcoming need.

Common questions

Things service business owners ask us.

Is this just another lead-gen agency?+

No. Lead-gen agencies sell you names. We build a system that finds the right buildings and decision-makers in your territory using real-world signals, then books actual meetings with people who need what you do.

What if it doesn't work in my market?+

If we don't deliver 5 qualified meetings in 90 days, every month after that is free until we do. You keep the entire system if you decide to leave.

Do I need a CRM?+

No. If you have one, we'll work with it. If you don't, we'll set up something simple as part of your build.

How much of my time does this take?+

About 30 minutes a week for a check-in call, plus the meetings we book for you. The whole point is that you don't run this — we do.

Why are you cheaper than the other agencies I've talked to?+

Because we productized the work. We're not building you a custom marketing campaign from scratch. We've built the signal stack and playbook for your industry once, and we deploy it for you.

Why should I be one of the first?+

Founding clients get half-off pricing forever in exchange for a case study. After we have proof in your industry, prices go up.

Stop hoping for referrals. Start filling the partner pipeline.

15-minute fit call. Honest answer on whether we can help. No pressure pitch.

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