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Rodok for accounting firms

Lead generation for accountants: how to find new clients

Rodok watches LinkedIn for new founders, new finance leaders and finance hires, and tracks every referral source and prospect in one place.

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From $29 a month for 3 seats.

Signals
Trackers
New8Hot2Saved3In CRM41Dismissed12All64
SignalTypeHeatContactCompanyTrackerFound
Sam Ortiz started a new role as VP of Sales at Northgate Logistics
Job change
Hot
Sam Ortiz
Northgate Logistics
New sales leaders
Brightfield Clinics is hiring a site manager and nurses for its new Lyon clinic
Hiring
Warm
Marc Delorme
Brightfield Clinics
Clinics hiring in France
Orbit Pay raised a $14M Series A to expand across West Africa
Growth
Warm
Yusuf Bello
Orbit Pay
Funding in Europe
Casa Lumen opens in Barcelona this spring and is recruiting its first team
Post
Warm
Lucía Ortega
Casa Lumen
Hotels opening in Europe
Vela Dental is opening three new practices in Bordeaux
Hiring
Hot
Claire Martin
Vela Dental
Clinics hiring in France
Ines Hartmann started a new role as Head of Operations at Kestrel Foods
Job change
Warm
Ines Hartmann
Kestrel Foods
New sales leaders
The Saffron Edinburgh reopens after a renovation and is hiring front office staff
Post
Warm
Oliver Grant
The Saffron Edinburgh
Hotels opening in Europe
Northwind Telecom is hiring 12 sales reps for Austin and Denver
Growth
Warm
Daniel Brooks
Northwind Telecom
Funding in Europe
Count 8

People showing a buying signal, found for accounting firms. Example data.

Rodok watches LinkedIn for new founders, new finance leaders and finance hires, and tracks every referral source and prospect in one place. Built around how accounting firms actually sell, so you start from your own stages instead of a blank page.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for accounting firms

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • LinkedIn signals from posts, job changes and hiring
  • Referral sources on every contact
  • A draft first message for each signal
  • Follow-up reminders and email on the record

Not what Rodok is for

  • Paid ads
  • Website builds
  • Practice management and billing

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

Lead generation for accountants is how an accounting or CPA firm finds business owners and finance leaders who need help, and starts the conversation at the right moment. Most firms already win work through referrals, so the practical goal is to add a steady second source: watching for public events that often come before a change of accountant, and following up on every referral source on a schedule. This page also covers lead generation for accounting firms.

How clients really come to an accounting firm

Accounting is a trust purchase, and most new clients arrive through people they already trust.

  • Referrals from clients. Satisfied owners tell other owners. Ask for introductions right after a good result, not at a random time.
  • Referral partners. Bankers, attorneys, insurance brokers and financial advisors meet business owners before an accountant does. A partner who knows what you do and who you serve will send the right people.
  • Local search and the website. People search for an accountant near them. A clear page for each service you offer helps.
  • Direct outreach. A short message to a business that fits your niche, tied to something you noticed. This is the channel Rodok supports.

The stages of a new client

Firms recognize roughly: inquiry, discovery call, proposal, engagement letter and onboarding. The seasonal rhythm shapes the year. The IRS lists April 15 as the filing date for most individual returns, and a six-month extension is available by filing Form 4868 by then (IRS: when to file). For the CRM side, see CRM for accountants.

Signals worth watching

These are public events that often come before a business looks for an accountant, or for a new one. Each tracker is a sentence you type into Rodok Pro. Rodok reads LinkedIn posts, job changes, hiring and company news.

  • A founder announces a new company. Tracker: "founders posting that they just launched or incorporated a company in (your state)". New businesses need books and a tax setup.
  • A finance leader arrives. Tracker: "controllers, finance managers and CFOs who started a new role in the last 90 days at companies with 10 to 200 employees". New finance leads often review outside providers. See new role outreach templates.
  • A company hires its first finance person. Tracker: "companies hiring a bookkeeper, accountant or finance manager in (region)". See hiring surge.
  • A funding round or a new office. Tracker: "companies announcing a funding round or a new office in (your region)". See funding round.
  • A post asking for a recommendation. Tracker: "posts asking for an accountant, CPA or bookkeeper recommendation". See recommendation request.

A first message example

An example with made-up names:

Subject: Congrats on the new role at Northgate Hi Dana, I saw you joined Northgate as controller last month. Congratulations. We are a small CPA firm that works with companies your size on tax planning and quarterly reviews. If you are looking at outside support in your first quarter, I can share what a typical engagement looks like. Just a 15-minute call, if useful.

A weekly routine in three steps

  1. Monday: read the new signals. Add the real fits, dismiss the rest.
  2. Midweek: three careful messages. Name the event, say who you serve, ask for a short call. Send them from your own inbox.
  3. Friday: thank and follow up. Thank the referral sources who sent work. Give each open proposal a next step and a date.

Where Rodok fits and where it does not

Rodok is a sales CRM. Starter keeps companies, people, deals, email and tasks. Pro adds signals, a lead database that finds people by title, company size and industry and usually returns a work email, and sequences sent from your own Gmail or Outlook. LinkedIn steps are tasks for you.

It does not run ads, build websites or replace your practice management tool for deadlines, documents and billing. It fits firms serving business clients better than firms doing mostly returns for households. The FTC states that CAN-SPAM makes no exception for business-to-business email (FTC CAN-SPAM guide).

Frequently asked questions

What is the best way for an accountant to get new clients?

Referrals, from clients and from bankers, attorneys and advisors. Add a second source you control, such as direct outreach to businesses in your niche, so a quiet month for referrals does not stop growth.

Can accountants use LinkedIn to find clients?

Yes, if your clients are businesses. Owners and finance leaders post about launches, hires and funding there. Reach out where your rules allow it, name the event, and keep the first message short.

Should an accounting firm buy a lead list?

A bought list is a snapshot, and the people on it have often moved by the time you use it. Building a list from current titles and company details, and adding a reason to write, usually earns more replies.

Rodok for other industries