Fresh Formation Leads for CPA Firms and Accountants
New businesses need a CPA before they need most other vendors. Get there first.
New LLCs that need to file an S-Corp election (Form 2553)
Avg. monthly bookkeeping retainer for small business
New businesses that hire an accountant in year 1
Average CPA client lifetime
Sound Familiar?
Relying on referrals and word-of-mouth for new client acquisition
Seasonal revenue concentration — 60%+ of revenue in Q1 tax season
High cost per acquisition through Google Ads ($50-100+ per lead for accounting keywords)
No systematic way to identify businesses in the critical first 90 days of operation
Losing potential clients to DIY software like QuickBooks and TurboTax
How CPA Firms Use FilingAlert
- Contact newly formed LLCs to offer EIN application and S-Corp election consulting
- Reach new corporations for bookkeeping setup and payroll tax registration
- Offer first-year tax planning packages to businesses formed in Q3/Q4
- Target specific entity types (corporations for payroll, LLCs for pass-through elections)
- Build relationships with formation attorneys and registered agents for mutual referrals
ROI Example
A CPA firm converts 10 new business clients per month
10 clients x $300/month avg retainer = $3,000/month new recurring revenue. Average client lifetime: 4+ years. Annual value per cohort: $36,000.
After 12 months of consistent outreach: 100+ new clients generating $360,000+/year in recurring revenue.
Start Acquiring New Business Clients Today
Get a free sample of real formation data. See exactly what you will receive every morning — entity names, formation dates, registered agents, and more.
Get Free Sample DataNo credit card required. Cancel anytime.