Accounting, bookkeeping and CAS
Reach businesses that need the accounting services your firm does best.
Build an outbound 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.
Partners and practice owners are usually also delivering client work, so outbound development happens in bursts. Prospects that fit are approached once and then forgotten.
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 CFO.
Managed delivery scope
What we run for you
We configure and operate an AI-assisted outbound system around your customers, offer and agreed sales process.
Research target accounts
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 CRM history
Keep replies, engagement interests and next steps current, pacing follow-up to the number of clients your practice can onboard.
Hand interested replies to the sales owner
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 CAS firm defines its package before selecting accounts
A CAS 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?
A scoped outbound program with researched companies, personalized outreach, follow-up, CRM history and interested replies handed to your practice lead.
Can you pace outreach to our onboarding capacity?
Yes. Volume and cadence are agreed in scope and can be adjusted.
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