The Play · Accounting Firms
For mid market CPA practices.
If you run a mid market accounting firm, here is the exact play. Stop selling tax compliance by the hour. Start owning the CFO relationship before their books even need cleaning up.
Who · The Audience
CFOs at $10M-$150M revenue.
Big enough to need advisory. Small enough to still pick up the phone.
- Tech + SaaS · rev rec, R&D credits, stock comp
- Pro services · project accounting, multi-state nexus
- Manufacturing · inventory, multi-entity, state tax
When · The Trigger
Their finance team is rethinking the stack.
Three moments where the whole advisor stack is up for review.
- New controller hired · first 90 days
- Series B closed · GAAP cleanup needed
- First international entity · transfer pricing risk
How · The Message
Stage-aware. Tax-specific.
Name their revenue band. Reference one tax or accounting nuance only their controller would care about.
- No proposal
- No deck
- One observation that proves you do this for a living
Want this play for your book?
Book twenty minutes with our team. We will map your existing book, build the trigger campaigns, and show you the math for your specific motion.
Pair this play with
The deeper material that lives behind this play.
