End the Feast-or-Famine Cycle.
Automate your local accounting pipeline.
Every morning, our verification system identifies newly registered LLCs in your county needing immediate tax structuring and bookkeeping. We strip out Registered Agents and shell companies, then automatically dispatch a daily-paced, 3-touch physical welcome sequence on your firm's letterhead. Smooth, compounding lead flow with zero manual work.
Verified Commercial Filings - (Updated Today)
| Date Added | Entity Name | City | Address Verification | Dispatch Status |
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Why Day-1 Physical Mail Beats Digital Agencies by 3x
When a new LLC or corporation registers with the State of Florida, a 14-day clock starts ticking. Within two weeks, that founder must open a commercial bank account, set up bookkeeping, and file their S-Corp tax election (Form 2553). Once a founder chooses a CPA during that window, industry benchmarks show a 92% annual client retention rate (staying 5 to 7+ years). We put your firm physically on the founder's desk on Day 1, Day 8, and Day 15 - before they ever search Google.
Over 60% of "CPA near me" Google Search clicks are W-2 individuals shopping for a cheap 1040 return. Our engine strips out Registered Agents and shell entities so 100% of your outreach hits verified operating corporations.
Cold emails land in spam and social ads disappear in a scroll. A First-Class welcome letter on your firm's letterhead (Day 1) followed by two 6×9 executive cards (Days 8 & 15) commands physical desk visibility.
Digital leads request quotes from 4 to 5 firms at once, dropping close rates to 10%-15%. Every corporation allocated to your territory is 100% locked to your firm - pushing consultation close rates to 33%-40%+.
We never dump 900 cold mailers at once. Your outreach dispatches daily as new businesses file (~25 new corps / 75 mailers per week at full velocity), building a compounding multi-touch wave without overwhelming your front desk.
| Acquisition Channel | Quarterly Spend | Who Actually Responds? | Est. Client CAC |
|---|---|---|---|
| Google Search Ads + Agency | $7,500 / qtr | 60%+ W-2 1040 filers; shared clicks | $2,500 - $3,000 |
| Social Media Ads + Agency | $6,000 / qtr | Low-intent scroll; high call no-shows | $3,000 - $4,000 |
| Local SEO Retainer | $5,250 / qtr | 6-9 mo ramp; mixed personal/B2B | $2,625+ |
| Cold Bulk Direct Mail (1-Touch) | $3,750 / qtr | Existing businesses (92% keep current CPA) | $1,875 - $2,500 |
| The Lead Attendant™ (90-Day Pilot) | $897/mo or $2,497/qtr | 100% New Local LLCs & Corps (Exclusive) | $832 - $1,249 |
60%+ W-2 1040 filers; shared clicks
Low-intent scroll; high call no-shows
6-9 mo ramp; mixed personal/B2B
Existing businesses (92% keep current CPA)
100% New Local LLCs & Corps (Exclusive)
One New Corporate Client Pays for Your Entire Pilot
At a conservative corporate accounting & tax fee of $3,600/year ($10,800 over 3 years), converting just 1 out of 300 newly incorporated local businesses (a 0.33% conversion rate) puts your firm +$1,103 ahead in Year 1 and +$8,303 ahead over 3 years. Closing 2 to 3 new business clients per quarter adds $7,200 to $10,800 in recurring annual billing every 90 days.
Claim Your Prospect Allocation
Lock in your exclusive 90-day corporate prospect allocation. Rather than a single bulk blast, our engine dispatches your 3-touch First-Class sequence daily as new businesses file (Day 1 Executive Welcome Letter, Day 8 6×9 Follow-Up Card, Day 15 6×9 Final Notice Card) - delivering smooth, compounding call volume across 300 newly formed local corporations.
1-Client Breakeven Math: A single corporate tax retainer or commercial P&C policy averages $3,600-$6,000+ annually. You only need ONE closed client out of 300 verified corporations (900 First-Class mailers) over 90 days to achieve a 144%-240% net ROI.
100% Exclusive Entity Lock (Zero Lead Overlap)
Every newly formed corporation allocated to your territory is permanently locked to your firm. No other partner in your industry vertical on our platform can ever mail your prospects.
300 Verified Corporations (900 Daily-Paced Mailers)
Evenly distributed daily (~25 new corporations / 75 First-Class mailers per week at steady state) so your multi-touch pipeline builds smoothly without overwhelming your front desk.
Closed-Loop Call & QR Attribution
Dedicated local tracking phone line and custom QR booking links routed directly to your office with real-time dashboard attribution.
90-Day Exclusive Pilot Options
Over 70% of new business founders review physical mail on the go and intend to follow up later. This booster captures and activates both digital and voice touches:
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QR Code Scans (
welcome.html): Instantly tags founders who scan your mailer QR code and synchronizes them into your custom 30-day Facebook & Instagram retargeting audience. - Direct Inbound Phone Calls (Server-Side Meta CAPI): Incoming calls to your dedicated tracking number trigger immediate server-side Conversion API events, matching caller phone records to their social profiles.
- 30-Day Omnichannel Retargeting: Warms up prospects with high-authority firm ads across Facebook & Instagram for 30 consecutive days (100% of managed ad spend included).
90-day initial allocation commitment (300 verified corporations / 900 First-Class mailers dispatched daily - 100 corporations/month). Following your 90-day pilot, allocations renew at the standard rate ($1,097/mo on the 3-month split or $2,997/qtr paid in full - saving $294/qtr) unless canceled at least 10 days prior to renewal. By proceeding, you agree to our Terms of Service & Territory Agreement.