Lead generation for accounting firms
Meetings with business owners who need more from their numbers.
Done-for-you cold email for accountancy practices, advisory firms and fractional CFO and FD services. We reach owners and finance leads at growing businesses and book the first conversation. You pay per qualified meeting that shows up.
Pay per qualified meeting that shows up. No retainer.
Who you’ll meet
The buyers we book you in front of.
Founders and owners
Of growing businesses whose compliance-level accountant can't answer the questions they now have.
Finance managers and controllers
Who need senior support without a full-time hire above them.
Founders of funded start-ups
With investors asking for reporting, forecasts and board packs.
Targeting
How we build the list.
Sectors you specialise in, where your advice is more than compliance.
Revenue or headcount bands where your fees make sense.
Signals: funding, fast hiring, a finance role advertised and unfilled, new sites or entities, an owner preparing to sell or raise.
Exclusions for existing clients and anyone you can't act for.
The emails
What the outreach leads with.
- 01
The question their accountant can't answer
Cash forecasting, pricing, margin by product, what the business is worth — the email picks one.
- 02
CFO-level help without the salary
For fractional services, the comparison is with the full-time hire they keep putting off.
- 03
Knowing how their sector makes money
An email that understands their industry earns a reply that a generic practice pitch doesn't.
Every email goes out under your name, and you approve every line before anything sends.
Qualified meetings
What counts as a qualified meeting.
We write the definition with you before a single email goes out. For accounting and fractional CFO firms it usually looks like this:
The attendee owns the business or runs its finances.
The business is inside your agreed size band and sectors.
The meeting is about advisory, fractional or accounting work you offer — not a one-off question.
It isn't an existing client.
A meeting that doesn’t match isn’t billable. More on writing qualified meeting criteria.
Why pay per meeting
Why it suits accounting and fractional CFO firms.
Good accounting and advisory clients stay for years, and they rarely go looking — they stay with an accountant they've outgrown because switching feels like work. Reaching them takes steady outbound, which is hard to justify on a monthly retainer with no promise of a single conversation.
Paying per meeting ties the cost to the conversation that matters: an owner who fits your criteria, sitting down with you.
See how it works or compare pay per meeting vs retainer.
Pay per meeting
How you pay
- Monthly tech fee
Covers the tech, at cost
Sending domains, inboxes and the software your campaigns run on. It pays for infrastructure, not for our time, and it is the only fixed cost there is.
- Per qualified meeting
The only thing we earn
One fee per meeting, agreed before we start. It is the whole of our upside, which is why our incentive and yours point the same way.
A meeting is billable only when all three are true
Qualified. It matches the buyer criteria we write down together before a single email goes out.
Booked. It is on your calendar, at a time they chose, confirmed.
Showed up. They attended. A booking that no-shows is our problem, not your invoice.
You never pay for
- Our time
- No-shows
- Unqualified meetings
- A month where nothing books
The detail — including how the fee is agreed — is on pay-per-meeting pricing.
Accounting & fractional CFO lead generation, answered.
Plain, specific email to business owners is a normal way to find clients, and your professional body's rules on promotion still apply to what it says. You approve every line, so nothing goes out that you haven't seen.
Yes. They're a different buyer with different triggers — funding, growth, an investor asking for reporting — and the list and criteria are built around them.
No. We only do B2B outreach, so the meetings are with businesses.
We book qualified sales meetings.You only pay for the ones that show up.