Win the businesses that need a better accountant, and do it outside the busiest weeks.
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To get accounting clients, specialize in an industry or client type, build referral partnerships with bankers, attorneys and financial advisors, and make sure local and niche searches find you through reviews and service pages. Then reach businesses directly when something changes, such as funding, expansion or a new entity, and do most of your marketing between May and December rather than in tax season.
Pick an industry, such as dentists, construction, software startups, property investors or nonprofits, and the work you want more of: advisory, outsourced CFO, tax planning or audit. "Tax planning for property investors with five or more rentals" tells a prospect in one line whether you're for them. A clear niche also gets you referred by name, because partners know exactly who to send.
Bankers, business attorneys, financial advisors and bookkeepers meet your future clients first. Pick ten in your niche or town, meet each one and learn what their clients complain about. Send business back to them too. Before offering anything for referrals, check your state board's rules, because CPAs face limits on referral fees and commissions.
Claim your Google Business Profile with the right category, such as "Accountant" or "Certified public accountant", list your services and ask clients for a review after each engagement. Build a page per service and niche, such as "Accountant for e-commerce sellers" or "Tax planning for physicians in [city]", because those are the phrases buyers type.
Businesses switch accountants when something changes: a funding round, a new location, a new entity, an acquisition, sales into new states or a first finance hire. Watch for those events in your niche and send a short email naming the change and the accounting question it raises, such as sales tax in the new states. A specific question gets more replies than a list of services.
From late January to mid-April nobody, including you, has time for sales conversations. Do most outreach from May to December. October brings the individual extension deadline, and the fourth quarter is when owners think about next year's taxes. A year-end planning meeting offered in November is an easy first conversation.
A defined first project lowers the risk of switching firms: a review of last year's return, an entity structure check, or a cleanup and catch-up. Give it a fixed scope and a clear deliverable, then propose the ongoing engagement when you present what you found. Track which source each client came from and put more time into the best two.
Subject: Your books after the [round] Hi [first name], After a raise, investors usually want monthly reporting, and someone needs to think about R&D credits and state filings as the team spreads out. We handle accounting and tax for [number] [stage] startups, from the monthly close to the annual return. Who looks after your books today? [Your name], [firm]
Subject: Clients we could share Hi [first name], I'm a CPA at [firm], working mostly with [niche] owners in [city]. Many of them need a business attorney for entity changes and contracts, and I'd like someone I trust to send them to. If your clients need tax planning or cleaner books around a sale or restructure, we could do the same for you. Coffee in the next two weeks? [Your name]
Headline: Tax Planning for [Niche] Owners Body: If your accountant only files the return, nobody is planning your taxes. We meet with [niche] owners in the fourth quarter to plan before the year closes, then handle the return and the books. Button: Book a planning call Run it from September to December, aimed at owners in your niche and region.
Accounting firms grow on specialization, referral partners and timing. Revnu handles the outreach side: it finds businesses in your niche at the moment they need an accountant, such as after a funding round or a move into new states, and writes to the right person in your voice.
Nobody at a firm has time for new business in March. Revnu keeps finding and writing to prospects through the year, so the conversations happen from May to December, when you can take them and when owners plan for the next tax year.
Owners don't reply to a list of services. Revnu names the change it found, such as a funding round or a new office, and asks one question about the accounting it creates, so the email reads like it came from someone who knows the work.
Not by default. Every email waits in your review queue until you approve it. Auto-send is an option later, once you've approved enough drafts with few changes. Replies to prospects always wait for you.
Its outreach reaches people at companies, by work email and LinkedIn. For individual tax clients, Revnu can write the search pages and run the Google Ads that bring them to you.
Mostly through referrals from existing clients and from bankers, attorneys and financial advisors, followed by local search, where a Google Business Profile with reviews matters a lot. Firms with a clear niche also get clients from industry groups, conferences and direct outreach to businesses that have just grown, raised money or changed structure.
Start with your network and former employer, and offer to take overflow work from established firms during busy season. Pick a niche so referral partners know who to send you. Then email businesses in that niche that have a reason to switch now, and offer a fixed-scope first project so saying yes is low risk.
Generally yes. Professional ethics rules for CPAs allow advertising and solicitation that isn't false, misleading or deceptive, or coercive. Commercial emails in the US also have to follow CAN-SPAM: an accurate sender, a physical address and a working way to opt out. Check your state board for any extra rules.
Yes. Tell it your niche and region, and Revnu finds businesses with a reason to need an accountant now, the owner or finance lead at each, and writes to them in your voice. It drafts your replies too. Nothing sends until you approve it.
You start with a free trial. Revnu asks for a card when you sign up and starts on what you typed straight away. After the trial, plans start at $99 a month. Cancel any time in Settings.
No. Nothing is checked or generated on this page. Revnu does the work inside your account, where it can read your website, keep what it finds and carry on from there.
