Accounting, bookkeeping and client advisory services
Reach businesses that need the accounting services your firm does best.
Build a sales-outreach program around your firm's bookkeeping, accounting or advisory services. We research businesses in your chosen niche, contact owners and finance leaders, and manage follow-up at a pace that fits your team's capacity.
Problem
The sales problem
Growth is only useful if new clients match the services you deliver well and arrive at a pace your team can onboard. A defined recurring package, such as monthly bookkeeping and reporting, works best with clients who actually need it.
When partners and practice owners are also delivering client work, new-business outreach can happen in bursts. A suitable company may hear from you once, with no clear next step.
Customer fit
Who this is for
- You serve businesses, not individual tax filers only.
- You have a defined recurring service or are prepared to define one.
- You can describe a niche, by industry, size or complexity, that you serve well.
- You have a known onboarding capacity you want to respect.
Not a fit for individual tax-filer campaigns or a firm with no capacity for new engagements.
Your buyers
Who your buyers are
We identify the person who selects and pays for your services. Depending on the company and engagement, that may be the owner, founder, controller or chief financial officer (CFO).
What we do for you
Research, outreach and follow-up
We research potential customers, contact relevant people and manage follow-up using AI-assisted tools and your agreed sales process.
Research businesses that fit
Select businesses in your chosen niche against a defined service—for example, companies suited to your monthly bookkeeping and reporting package.
Reach relevant people
Introduce that service to the owner or finance leader who selects the firm, with personalized messaging within the agreed scope.
Manage follow-up and customer records
Keep replies, services discussed and next steps current, pacing follow-up to the number of clients your practice can onboard.
Pass interested replies to your team
Route the company's needs and conversation history to the partner or practice lead for an engagement discussion.
What stays with you. Your firm retains professional advice, engagement scoping, pricing, independence and acceptance decisions, and closing.
A client advisory services firm defines its package before selecting accounts
A client advisory services firm first defines its monthly reporting package and a business niche it serves well. Research selects suitable accounts and identifies owners or finance leads. Follow-up is paced to quarterly onboarding capacity, with interested replies passed to a partner for an engagement discussion.
Illustrative scenario; not a customer result.
Sources and context
CPA.com 2024 CAS Benchmark Survey (PDF)
A 2024 survey of client advisory services practices that discusses specialization and service standardization. It informs why we start with a defined package and niche.
Limitations: It is a voluntary survey of 206 self-selected firms. It provides context, not causal evidence, and is not current market-wide data or AutonomousGTM results.
Buyer questions
Common questions
What will our practice receive?
Research into suitable companies, personalized outreach, follow-up and up-to-date customer records. Interested replies go to your practice lead with the conversation history.
Can you pace outreach to our onboarding capacity?
Yes. We agree the outreach volume and follow-up schedule with you and can adjust them to your onboarding capacity.
Who receives interested replies?
The partner or practice lead you designate receives the conversation history and the company's stated needs.
Do you guarantee new clients?
No. We do not guarantee meetings, clients or revenue.
How is this priced?
Engagements start with a free intro call, then a scoped fixed-fee Build & Launch. Ongoing Operate & Improve is optional. Current details are on the pricing section.
Let's define your firm's next ideal clients.
A free 15-minute intro call to discuss your customers, current workflow and whether this is a sensible next step. No obligation.
Book a Free Intro CallPricing and scope: see pricing