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How do accountants and bookkeepers get new business clients?

Accountants and bookkeepers get new business clients by choosing a niche, such as restaurants, contractors or dental practices, and writing to the owners at the moments they feel the pain: before tax deadlines, at year end, or when the business grows past what the owner can track. Buzzlist finds owners by industry, size and ZIP radius with emails and mobiles where available.

Key facts

  • Buzzlist finds owners by industry, size and ZIP radius with emails and mobiles where available.
  • An owner trusts someone who knows their industry.
  • Use a number only if it is true for you.
  • Businesses with 5 to 50 staff that have outgrown doing it themselves.

Why does a niche matter for accountants?

An owner trusts someone who knows their industry. "I do the books for 14 restaurants in Austin" is a stronger first line than "full-service accounting". Use a number only if it is true for you.

When should I email business owners?

A few weeks before a deadline they dread, and early in the year when owners decide to change advisors. Avoid the week before a deadline, when they are too busy to switch.

Which owners are easiest to win?

Businesses with 5 to 50 staff that have outgrown doing it themselves. Search a size range and owner, founder and president titles.

How an accountant can find business clients

  1. Choose a niche and a size

    For example contractors with 5 to 50 staff.

  2. Set your area

    Local works best. Use a ZIP radius around your office.

  3. Find the owners

    Owner, founder, president and managing partner titles.

  4. Reveal and write

    On paid plans Buzz writes four emails per person from their website.

  5. Send before the deadline

    Plan your start so the third and fourth emails land before the busy weeks.

When does Buzzlist fit, and when does it not?

It fits when

  • You want local or niche small business clients.
  • You can name the industries you know best.
  • You want owners by name with a mobile for a follow-up call.

It does not fit when

  • You only take referrals from other professionals.
  • You need a company's revenue or financial results before you email. Buzzlist does not hold financial statements.

Questions people ask next

Is there a free plan?

Yes. 100 contacts a month with filters and export, no card.

Can Buzz write about my niche?

Yes. Tell your Hive the industries you serve and a result you can share, and Buzz uses it.

Can I research one business first?

Yes. A Sales Brief researches one company before a call. Starter includes 5 a month.

How do I avoid emailing my current clients?

Import your client list as a CSV so you can see who you already know before you send.

Answered by the Buzzlist team. Last reviewed .

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