Your best clients came from a referral.
We build the channel that runs beside it.
Accounting and tax advisory firms grow almost entirely through partner relationships and referrals, which caps growth at the speed of personal networks. We run outbound to CFOs and Controllers at companies likely overpaying on taxes or underserved on advisory, and build the search presence a CFO checks before taking the call. You keep advising clients; we keep the pipeline moving.
Proof in accounting firms
56 meetings in 9 months with CFOs and Controllers
Accounting firms grow through partner referrals and networking, which caps growth at the speed of personal relationships. Graham + Jones targeted CFOs at companies between 50 and 500 employees who were likely overpaying on taxes, and produced 56 meetings and $420K in pipeline in 9 months.
Read the Graham + Jones case study →Outbound for accounting firms
Reach the CFO before the next referral does
A generic let's talk taxes email gets ignored. We target CFOs and Controllers at companies in the size band and situation where a tax or advisory gap is likely, an unclaimed R&D credit, unused cost segregation, untracked state exposure, and lead with that specific opportunity, not a services list.
- Signal-based targetingCompanies in the employee band and industry mix where R&D credits, cost segregation or state tax exposure are commonly missed, verified before a single send.
- Infrastructure you ownDedicated sending domains and warmed inboxes, built in your name, never a shared agency domain.
- Opportunity-led copyEach email names a specific, plausible tax or advisory gap for that company, not a generic we do accounting pitch.
- Reply handling and reportingInterested replies booked within the hour. Weekly: sends, replies, meetings, pipeline.
Result: qualified meetings with CFOs and Controllers at mid-market companies on your calendar.
Inbound and AI search for accounting firms
Be found when a CFO starts the search
A CFO who gets a referral still searches the firm before calling, and a CFO with no referral searches the category outright. We build the technical floor and case studies that show up in both, plus the answers AI tools give when asked who to call.
- Technical floorSchema, canonicals, structure, speed. What search engines and AI answers require before they name an accounting firm.
- Service pages built for the buyer's questionOne page per specialty, R&D tax credits, cost segregation, outsourced CFO, written to the question a CFO actually searches.
- Case studies that get quotedNamed clients, real numbers, structured so Google and AI engines can cite them.
- AI visibility measuredEvery two weeks we ask ChatGPT, Perplexity and Google who they name for your specialty.
Result: the buyer who gets your cold email searches your name and finds proof, not silence.
What we fix
Four accounting problems. One system.
What accounting and advisory founders tell us on the first call, and what we do about each.
Referrals convert well but there are only so many a partner can generate in a month.
A weekly outbound engine that runs alongside the partners' network, not instead of it.
Guessing at which companies have an open tax or advisory gap wastes sends.
Signal-based targeting narrowed to the company size and situation where the gap is real.
Case studies and credentials sit in a PDF, not a page an AI engine can read.
Service pages and case studies structured for search and cited by AI answers.
Template sales emails undercut the credibility the firm is selling.
Opportunity-led copy written in the firm's voice, low volume, never a blast.
Case studies
Results for accounting firms
Named clients, real numbers. Every card links to its own case study.
What is lead generation for accounting firms?
By Tanveer Sinngh, Founder at Montazzo · What we run it on
The stack, so you know what you are getting
Tool-agnostic, strategy first. We bring the infrastructure, the data and the sending platform. You own the domains and the lists.
Instantly
Clay
Apollo
ApifyAI Ark
HeyReach
LinkedIn Sales Navigator
Claude
Google Workspace
Search Console
Netlify
SupabasePlus the sourcing, scoring and reply-handling pipelines we built in-house, because the off-the-shelf ones were not good enough.
FAQ
Questions accounting firms ask us
Yes, when it leads with a specific, plausible opportunity rather than a generic services pitch. Our Graham + Jones engagement targeted CFOs likely overpaying on taxes and ran at a 3.4% reply rate.
Typically CFOs and Controllers, most often at companies between 50 and 500 employees, the band where an unclaimed credit or advisory gap is both real and worth pursuing.
Our Graham + Jones engagement produced 56 meetings in 9 months, a little over 6 a month, from targeted outbound to CFOs and Controllers.
No, it runs alongside them. Referrals stay the highest-converting source a firm has. Outbound and inbound fill the gap between referrals so growth doesn't depend entirely on who introduces you this quarter.
Yes, same system, US buyers, reporting in your timezone.
No. We build the outbound and inbound pipeline. The tax and advisory work stays with your team.
Let's build your accounting firm's pipeline.
A 30-minute call. We look at what you have, tell you what we would run for accounting, and you decide.
Let's chat