Tell us about your firm
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Your ideal client
We score every lead against these criteria. Select all that apply — the more specific, the better your matches.
Signals that matter to you
We monitor these financial events 24/7. Check the ones you want to receive. You can change this later.
Form 2553 Elections
IRS S-corp elections — businesses choosing S-corp status need a tax advisor immediately and typically bring $2k–$12k/yr in ongoing work.
New Business Registrations
Fresh LLCs, corporations, and partnerships in your target area. Founders often have no existing tax relationship — high conversion window.
SBA 7(a) Loans
Businesses that just received SBA financing are in growth mode. Banks require clean financials — they need a CPA or tax advisor now.
S-Corp Revocations
Businesses terminating their S-corp election often need help restructuring. High complexity, high fee potential.
Contractor Licenses
Trade businesses getting licensed often lack organized books. High volume, recurring monthly bookkeeping work.
Fleet Registrations
Businesses registering commercial vehicles are scaling fast. They need clean books for insurance, loans, and tax compliance.