We surface home services contractors the moment they file for S-Corp status, take an SBA loan, get a new license, or register a new business — the ones who actually need a financial pro, right now.
Live contractor lead inventory — scored and matched for tax pros, CPAs, bookkeepers, and EAs.
Most contractors claim the standard vehicle mileage and call it done. Equipment depreciation, workers comp premiums, insurance — all deductible, rarely captured.
They find a CPA once a year for tax filing. No quarterly planning, no forecast, no proactive advice. Until something breaks — then they're scrambling.
Past $500k, contractors face job costing, multi-state licensing, workers comp audits, and fleet depreciation. Their cousin's H&R Block software wasn't built for that.
Most trade contractors file Schedule C and miss deductions. Most never talk to a CPA until April. And the ones who grow past $500k in revenue face real complexity — equipment depreciation, workers comp, job costing — that their cousin the CPA can't help with.
"75% of trade contractors with revenue over $500k have no dedicated financial advisor — but they'd hire one if they found one who understood their business."— Industry analysis, 2025
We do the prospecting. You do the closing.
Contractors who filed S-Corp elections, took SBA loans, registered new businesses, or got licensed. All from public record — filtered to your metros.
Revenue range, trade focus, metro, signal type. Only the firms that match your ideal client profile make the cut.
Matched and ready. No button to click, no dashboard to check. Just leads that fit, delivered weekly.
IRS Form 2553 filings — a contractor deciding to incorporate as an S-Corp almost always signals growth and a new need for financial planning.
SBA loan applications indicate a contractor investing in their business — new equipment, fleet expansion, or facility buildout. Real capital activity.
New entity filings in state secretary of state databases. A contractor filing a new LLC or corporation is building something — and needs an advisor.
State contractor licensing board filings. A new master license or upgrade means a contractor just qualified for larger jobs — and more complex finances.
Commercial vehicle fleet additions flagged through DMV and DOT records. A contractor adding trucks means they're winning bigger jobs and hiring.
When an S-Corp election is revoked, a contractor is restructuring — new elections, entity changes, or wind-down planning. High-intent financial event.
Tax preparers, enrolled agents, bookkeepers, and financial planners who serve — or want to serve — home services contractors. Not generic B2B. Specifically: electricians, plumbers, HVAC, general contractors, landscapers, roofers.
ClientBridge finds the businesses most likely to need financial advice — IRS filings, contractor licenses, SBA loans — and delivers them matched to your ICP, weekly, straight to your inbox.