Grow beyond referrals
Win finance clients outside your network
We run discreet, partner-approved LinkedIn and cold email outreach for virtual CFO, bookkeeping, payroll and finance-outsourcing firms, so founders and finance heads outside your referral network meet you as an advisor, not another vendor competing on fees.
No commitment. No pitch deck. 30-minute strategy call.
Across three published campaigns for finance firms: UK bookkeeping, Singapore outsourced CFO and India payroll
Referrals built the practice. They won't scale it.
Growth waits on referrals
New clients arrive when an existing client or another accountant happens to recommend you. Business development fits between deadlines, so the pipeline rises and falls with the compliance calendar.
Fee pressure from cheaper providers
Prospects who find you through a price comparison treat finance work as a commodity. You end up defending your fees instead of the judgment and reporting that set your firm apart.
Outreach feels risky in a trust business
Finance clients hire on discretion and reputation. A generic, automated message under a partner's name can do more harm than sending nothing at all.
From target list to finance-head consultation In your voice, approved by you
ICP & Trigger Mapping
Define the businesses you serve best by size, sector and finance setup, and the moments they look for help: a funding round, a new entity, an audit or compliance cycle, a gap in the finance team.
Verified Decision-Maker Lists
Founders, CFOs, finance controllers and HR heads at those companies, or managing partners at accounting practices that need extra delivery capacity.
Voice Capture
One onboarding call captures how your partners describe their work, so every message reads as theirs and not as a template.
Launch Approved Outreach
LinkedIn and cold email go live only after a partner approves the messages, sent from dedicated infrastructure set up for deliverability.
Qualify on Real Need
Follow-ups establish the prospect's current finance setup, service gaps and review timing before a call is booked.
Book Consultations
Qualified founders and finance heads land in your calendar with context, so the first call starts with their situation.
Your advisory outreach, fully managed
Onboarding & Voice Capture
A 1 to 2 hour onboarding call covers the clients you want more of, the services you lead with and how your partners talk about their work.
Targeting & Lists
We map businesses by size, sector and finance trigger, then verify the founders and finance leaders to contact. No recycled databases.
Partner-Approved Messaging
Message drafts go to a partner before anything is sent. Outreach opens on a specific need, such as monthly management reporting or payroll review timing, not a service menu.
Consultations Booked
We handle replies, qualify interest and book consultations into your calendar. Proposals, pricing and the advice itself stay with your firm.
Three finance firms, three markets, one system
Connecting a bookkeeping firm with accounting practices
A bookkeeping services company wanted partnerships with UK accounting practices that needed extra delivery capacity. We contacted managing partners and operations heads with messages about workload and overflow support, not a generic pitch.
Finding businesses that need outsourced finance support
A Singapore outsourced CFO and accounting firm won most new clients through accountants and founder referrals. We reached founders, managing directors and finance leaders with outreach on specific needs, such as monthly management reports or senior finance support.
Building an outsourced payroll pipeline
An Indian payroll services firm targeting companies with 100 to 500 employees depended on referrals. We reached HR heads, finance controllers and founders, and follow-ups established workforce size, current processes and vendor review timing.
Built for finance firms that sell expertise
Outbound suits firms that can market their services directly. ICAI's Code of Ethics restricts chartered accountants in practice from soliciting clients, so we do not run outreach for Indian CA practices' own services.
Virtual CFO & fractional finance
Firms offering part-time CFO support, management reporting, cash-flow planning and fundraising readiness to growing businesses.
Bookkeeping, accounting & payroll outsourcing
Delivery firms serving businesses directly, or partnering with UK, US and Singapore practices that need extra capacity.
Compliance & finance-ops providers
Regulatory compliance, finance-operations and tax support firms with 5 to 200 people, in India, the GCC and the UK.
Common questions from accounting and CFO firm founders
By reaching founders and finance heads when they need help, such as after a funding round, before an audit or when management reporting falls behind. We map those triggers, write partner-approved messages that open on the specific need and book consultations, so new clients no longer depend on who already knows you.
Approach UK accounting practices as partners, not individual businesses. In our UK bookkeeping campaign, messages to managing partners and operations heads offered overflow capacity instead of a generic pitch, which led to 15 meetings, 5 delivery-model reviews and 2 paid pilots. The same partner-first approach can be tested with US CPA firms.
Not to solicit clients. ICAI's Code of Ethics restricts chartered accountants in practice from soliciting professional work, so we do not run outreach for Indian CA practices' own services. We work with virtual CFO, bookkeeping, payroll and finance-outsourcing firms that can market directly, and every firm should confirm its own professional body's rules.
No. One onboarding call captures how your partners describe their work, and a partner approves every message draft before anything is sent. Outreach stays low volume and insight-first, and no client names or engagement details appear in messages without written permission. In a trust-based business, discretion matters more than reach.
Campaigns usually go live about 18 days after your assets, access and approvals are ready, and first qualified conversations typically follow in weeks 3 to 4. Timing is not guaranteed: it depends on your market, your targeting and how long your buyers take to review a finance provider.
We work on a monthly retainer with a 3-month minimum, which covers setup and enough outreach to judge results. After that it runs month to month with 30 days' notice, with no annual contract. Proposals, pricing and the advice you give clients always stay with your firm; we book the conversations.
Let's grow beyond referrals
Book a free 30-minute GTM audit. We will review your outreach, map your ICP and hand you a custom action plan, no pitch, no pressure.
Get your free GTM audit
We will audit your current outreach, map your ICP and tell you exactly what is holding your pipeline back. No pitch. No pressure.