How do you build this list?
- Describe the people in one sentence. Try partners at CPA firms in Ohio with a work email. Buzz matches meaning against real titles, so shareholders and members come back too. On Free, list the title variants in the filters.
- Require firm evidence. Many CPAs work in company finance teams. Ask for accounting, CPA, tax or advisory in the company name or description.
- Use the right titles. The partner titles in the table, plus firm administrator, practice manager or chief operating officer at larger firms. They run the software budget.
- Set the company size. At 1 to 50 the owner decides alone. At 51 to 500 there is a managing partner, an administrator and a short approval chain.
- Time the campaign. Busy season runs from January to the April filing deadline, with extension deadlines in September and October. Write in late spring and early summer.
- Save, reveal and reach out. Save the list and reveal only the people you will contact. Each reveal uses one contact from your monthly allowance. Export a spreadsheet, or on a paid plan have Buzz write the emails and send them through Buzz Send once you approve.
| Filter | What to use |
|---|---|
| Titles | Managing Partner, Partner, Principal, Shareholder, Member |
| Company words | CPA, accounting, tax, advisory, bookkeeping |
| Size | 1 to 50, then 51 to 500 |
| Avoid | January to mid April, and the September and October deadlines |
What should you watch for?
A partnership calls its owners partners. A professional corporation calls them shareholders. An LLC calls them members. A keyword search for partner drops the other two.
