New clients for accounting & CPA firms. Owners who need you, found for you.
Referrals built your firm. They rarely arrive on a schedule. Relay finds the business owners and CFOs who need an accountant now, opens the conversation under our own name, and delivers the ones who raise a hand to your client portal — with their contact details.
Referrals are a gift. They are not a plan.
Most accounting firms grow on word of mouth — and stall when the two or three people who send work slow down. A steady channel of new conversations is what lets you choose clients instead of waiting for them.
Referrals arrive when they arrive
Busy season fills the calendar, then the summer goes quiet. Outreach runs on your calendar, not someone else’s.
The best clients are not searching
A profitable company with messy books rarely types “find an accountant” into Google. They answer when the right person asks at the right moment.
Capacity is perishable
A partner with open hours in June cannot bank them for March. Every month without new clients is capacity you never get back.
One client stays for years
Monthly books and annual returns turn one new client into a relationship worth many times its first invoice.
The moments a business changes accountants.
We time every introduction to a real trigger — the points where an owner is already asking whether their books are in the right hands.
The bookkeeper leaves
Books fall behind within weeks, and the owner is suddenly the one reconciling accounts.
A second location or a big hire
Payroll, sales tax and reporting outgrow the spreadsheet that worked at ten people.
The bank asks for financials
A loan, a lease or a line of credit needs statements that are current and clean.
Year-end is close
Write-offs, payroll filings and contractor 1099s due January 31 all depend on books that are up to date.
Software changes
A move to QuickBooks Online or a new payroll system is the natural point to bring in a professional.
Their accountant retires
Long-time clients of a retiring practitioner are looking for a new firm whether they announce it or not.
We do the prospecting. You take the calls.
Everything a good in-house business-development team does — the research, the writing, the outreach and the follow-up — run for you from day one.
Your market, mapped
A hand-checked list of businesses that match your best clients — by industry, size and area — with the owner or CFO named.
Your introduction, written
Plain English, in your voice, built around the trigger that fits each business. Checked line by line before anything goes out.
We reach out, you stay invisible
Under our own name and from our own infrastructure, at a careful pace. Your firm’s name is never put at risk.
Leads in your portal
Every reply is read by a person. The owners who want to talk land in your client portal with what they said and how to reach them.
See where you stand in two minutes.
Answer a few questions about your firm and your results appear straight away: whether you are a fit, what a new client is worth to you, and what we would focus on.
- Your details
- A few questions about your firm
- Your results, on screen
- Your client portal — first leads free
No card required. No lock-in.
We onboard 5 new firms a month, so every program gets senior attention.
Straight answers.
How do accounting firms get new clients without relying on referrals?
By reaching business owners directly, at the moment they need a better accountant: a bookkeeper leaving, a loan application, year-end. Relay runs that outreach for you — the research, the introduction and the follow-up — and delivers the owners who raise a hand to your client portal.
Which accounting firms is this built for?
CPA firms, bookkeeping practices and tax and advisory firms whose clients are other businesses. It fits best when one new client is worth $5,000 or more a year to you and someone can call a new lead within a day.
What will busy season do to my leads?
Your program is paced around your calendar. Outreach can lean into the months when you have capacity and ease off when your team is buried in returns.
Do you contact my existing clients or use my firm’s name?
No. You give us an exclusion list before anything starts, and we reach out under our own name, from our own infrastructure. When an owner raises a hand, you contact them yourself.
What does it cost to start?
Your first leads are free — no card, no lock-in. You see your pricing in your client portal when you choose to contact a lead, before you share any payment details.
Built for firms whose clients are other businesses.
The same program, built around each market’s buyers and triggers.
IT & managed services
- Typical buyer
- Owner, COO, office manager
- Common trigger
- Slow tickets; a cyber-insurance renewal
- More
- Lead generation for MSPs →
Staffing & recruiting agencies
- Typical buyer
- Owner, HR or operations lead
- Common trigger
- Several roles posted at once
- More
- Lead generation for staffing agencies →
Commercial cleaning companies
- Typical buyer
- Office, facility or property manager
- Common trigger
- Complaints about the current crew; a new lease
- More
- Commercial cleaning lead generation →
Other B2B firms
- Typical buyer
- Owner, principal
- Common trigger
- Pipeline depends on two or three referral sources
- More
- Start your free fit check →