ABOUT US

Welcome to Client Matchmaking, we provide a done for you service that is dedicated to helping accounting, bookkeeping and tax firms increase their revenue by strategically connecting them with ideal accounting and tax clients.

DISCOVER THE CLIENT MATCHMAKING DIFFERENCE →

ABOUT US

Welcome to Client Matchmaking, we provide a done for you service that is dedicated to helping accounting, bookkeeping and tax firms increase their revenue by strategically connecting them with ideal accounting and tax clients.

DISCOVER THE CLIENT MATCHMAKING DIFFERENCE →

WHY PARTNER WITH US?

We ensure steady expansion for our select partners by constructing strong sales pipelines that deliver reliable, high-caliber leads consistently.

Collaborating with us ensures you have a steadfast partner committed to your firm's prosperity. With extensive experience and an intimate grasp of the accounting industry, we bring unparalleled expertise and bespoke solutions to propel you towards your business objectives. From innovative technology to individualized assistance, we furnish all the tools necessary to thrive in today's competitive environment. Whether your aim is to streamline lead generation, enrich client relationships, or optimize ROI, our dedicated team is poised to surpass your expectations. Join forces with us and witness firsthand the transformative impact as we unite to elevate your firm to unprecedented levels of success.

GET GUARANTEED APPOINTMENTS →

WE ARE COMMITTED TO FOSTERING THE GROWTH OF BOTH OUR CUSTOMERS' ENTERPRISES AND OUR OWN

At Client Matchmaking, we offer more than just introductions. Our thorough qualification process ensures that we identify potential accounting prospects who align with your target market, giving you the best chance of success. We facilitate meetings between you and your qualified prospects, providing a strategic sales process to maximize your chances of converting leads into long-term partnerships.

We recognize the importance of sales training for accounting professionals. That's why we offer comprehensive training programs covering various critical aspects, including effective consultation techniques, pricing services appropriately, and implementing tactical follow-up strategies. Our goal is to equip you with the skills,knowledge and real client opportunities needed to excel in acquiring and retaining clients.

Through our organic outreach methods and strategic targeting, we have already helped over 500+ firms achieve their revenue goals within a time frame of 6 to 36 months. By leveraging the power of personalized outreach, we ensure that your accounting firm gets maximum visibility to business owners looking for accounting services.

MATCH WITH YOUR IDEAL CLIENT →

OUR MISSION

Our mission is to optimize your sales and consultation process, ensuring that you can attract and engage the accounting prospects at the perfect time. If you are searching for ways to reach the most suitable accounting clients regardless of your niche or industry, our multi-channel direct outreach process immerses you in the online business world, enabling you to engage with industry leaders and local professionals within your specialized niche. We are committed to connecting you with your ideal accounting clients, qualifying them based on your specific criteria to ensure a seamless match.

JOIN OUR MISSION

OUR MISSION

Our mission is to optimize your sales and consultation process, ensuring that you can attract and engage the accounting prospects at the perfect time. If you are searching for ways to reach the most suitable accounting clients regardless of your niche or industry, our multi-channel direct outreach process immerses you in the online business world, enabling you to engage with industry leaders and local professionals within your specialized niche. We are committed to connecting you with your ideal accounting clients, qualifying them based on your specific criteria to ensure a seamless match.

JOIN OUR MISSION

The Client Matchmaking Advantage

01

PreQualified

Vetted Appointments

Enjoy The Feeling Of Consistently Speaking To People Who Not Only Need Your Service, But Can Actually Afford It And Are Ready To Take Action

02

Increased

Client Value

Stop Taking $300 Bookkeeping Clients And Get Focused On Clients Willing To Pay $500/Mo Or More! Target For High Paying Offers Like Fractional Cfo @ $2500/Mo And Up

03

Sales

Follow Up

Didn’t Secure Payment On The First Appointment? Now Worries, Let Us Get On The Phone And Check Their Temperature And Get Them Back On The Phone For You. We Won’t Quit Unless They Tell Us To

04

Completely

Done For You

Generating Leads, Making Calls, Speaking To Unqualified People, Writing Marketing Material From Scratch, Booking Appointments And Following Up Deals In The Pipeline. 100% Done For You

05

Easily

Scalable

Love Our Service? We Knew You Would And Doubling/Quintupling Or 10x-Ing Performance Is As Simple As A Phone Call To Us And Bumping Up Our Outreach

06

Guaranteed

Performance

We Don’t Just Do The Work, We Commit To The Results. If We Haven’t Hit The Targets Agreed To In Our Contract, We Will Continue To Work For Free Until The Targets Are Hit

GET GUARANTEED APPOINTMENTS →

How It Works

Kickoff

We kick off with a call to align strategy, refine offerings, and set a calendar. Jumpstart your LinkedIn campaign for impactful results.

Outreach

We conduct extensive outreach to thousands of qualified decision-makers, aiming for responses from those acknowledging their need for your services.

Prequalify & Book

We ensure prospects can afford your service, are ready to act, and introduce them to your offer before booking on your calendar. Efficiency guaranteed.

Followup

If initial appointment didn't secure payment, worry not. We'll gauge interest on a call & re-engage prospects. Our persistence stops only if they opt out.