Busy season handles itself. The rest of the year? That's the problem.
January through April, you're drowning. May through December, you're wondering where the next client is coming from. SAM builds year-round pipeline so you're never scrambling.
No credit card required • 14-day free trial • Cancel anytime
The accountant's dilemma
Tax season owns you 4 months a year
From January to April, business development doesn't exist. You're buried. Then suddenly it's May and your calendar is empty.
Feast or famine, every single year
The cycle repeats: busy season, panic, slow season, panic. You never get ahead because there's no time to prospect.
Advisory is where the money is—but who has time?
You want to grow advisory services, not just compliance. But selling takes time you don't have.
Year-round pipeline, no extra hours
Find business owners who need more than taxes
SAM identifies SMB owners and CFOs who need bookkeeping, advisory, fractional CFO services—not just annual tax prep.
Position expertise, not just services
SAM reaches out with messages that position you as a strategic financial advisor—not a commodity tax preparer.
Build relationships even during busy season
SAM keeps conversations warm when you're buried in returns. Pipeline builds automatically while you handle the crunch.
Growing beyond tax season
| Hire BD Person | Seasonal Marketing | SAM | |
|---|---|---|---|
| Annual Cost | $60,000+ | $10,000-20,000 | $2,400 |
| Runs During Busy Season | ❌ Needs management | ❌ No time to respond | ✅ Automatic |
| Year-Round Consistency | Depends on BD hire | ❌ Bursts only | ✅ Daily |
| Advisory Positioning | Training required | ❌ Usually tax-focused | ✅ Your expertise |
| Scales With Capacity | ❌ Fixed cost | ❌ Fixed spend | ✅ |
| ROI Timeline | 6-12 months | Unknown | 60-90 days |
Questions accountants ask
SAM handles prospecting and initial follow-up automatically. When someone's interested, they go into a queue for when you have capacity—or SAM schedules them for post-April conversations.
Yes. Filter by company size, industry, and signals of advisory needs (growth stage, complexity, multi-entity, etc.). Position yourself for year-round engagements.
SAM writes messages that position you as a strategic advisor, not a salesperson. The tone is professional, helpful, and expertise-focused.
Everyone has an accountant. The question is whether they're getting strategic value. SAM positions you as an upgrade—proactive advisory vs. reactive compliance.
That's exactly what SAM solves. Pipeline builds year-round, so by May you have warm conversations instead of an empty calendar.
Build year-round pipeline. Even during busy season.
Start your 14-day free trial. Never scramble for clients in May again.
✓ Runs automatically during tax season • ✓ Cancel anytime • ✓ No credit card required