Struggling to Connect with CPA Firms

July 18, 2025
by a professional in Los Angeles, CA, USA
I recently launched a bookkeeping firm specifically focused on supporting CPA firms by handling their clients’ day-to-day bookkeeping work. My goal is to help CPAs free up their time, scale more easily during tax season, and offer a smoother experience for their clients.
The challenge I’m running into now is outreach—finding the right CPA firms and actually getting in front of decision-makers. I’ve tried cold calling and emailing, but I’m still trying to crack the code.
For those of you who have sold B2B services, especially to professional firms like CPAs, any tips on what worked for you? I’m open to refining my approach and would love to hear your experiences with building relationships or landing your first few clients in this space.
from Arizona State University in 7373 E Doubletree Ranch Rd #200, Scottsdale, AZ 85258, USA
from Bentley University in Boston, MA, USA