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Case Studies

See how CPAs and accounting firms are using New Business Formation Lead Feed to build owned client pipelines

Mid-Atlantic CPA Group: From 60% Loss Rate to Owned Pipeline

8 principal firm, multiple locations
CPA firm office with team collaboration

Challenge

60% of new entity inquiries got lost to follow-up friction. Partners were hand-searching LinkedIn and state filings, missing early-stage opportunities while competitors reached out first. No systematic lead capture.

Solution

Subscribed to New Business Formation Lead Feed and integrated daily enriched LLC and corporation filings into their morning workflow. Added owner contact info, formation signals, and industry data. Built white-label briefing for clients.

Implementation

Partners review alerts over coffee, reach out within 24 hours of incorporation. Structured outreach sequence built into CRM. Clear assignment rules reduced duplicate work.

Result: 18 new entity engagements in 90 days

Converted to client accounts at average 3 year value of $18,900 each. Plus $340K annualized fee revenue. NBFLF subscription costs $500 per month.

New business formation alerts are now part of our morning routine. We're reaching out within 24 hours when prospects are most receptive. This changed how we compete in our market. Susan P., Partner, Mid-Atlantic CPA Group

Solo CPA Plus Virtual Team: Systematic Lead Generation at Scale

Solo practitioner with 2 virtual bookkeepers
Remote work setup with laptop and analytics

Challenge

Manual searching of LinkedIn and state databases. Finding maybe 5 to 10 leads per month. Prospects were stale by the time outreach happened. Lead gen felt like extra work, not core business.

Solution

NBFLF delivers daily enriched filings directly to Slack and email. Set up automated territory assignment so each team member owns specific geographic areas. Enabled async action without CPA oversight.

Implementation

Leads arrive each morning. Bookkeepers send templated first message same day. CPA follows up by phone within 48 hours. Converted lead gen from bottleneck into automatic pipeline.

Result: 12 new client onboards in 6 months

Average lifetime value $85K per client. ROI of 5,100% on annual NBFLF subscription. Main constraint shifted from finding leads to handling inbound volume.

I went from finding maybe a few leads per month to having more inbound than I can handle. That's the kind of problem I wanted to have. The system just works. James K., Solo CPA, Southeast

Regional 25-Person Firm: Partner Alignment and Scaled Outreach

25 staff, 4 principals, 3 office locations
Team meeting and collaboration

Challenge

Scaling lead gen across partners. Partners competed for the same prospects. Outreach timing was inconsistent. No fair way to allocate leads. Lead gen felt like tribal knowledge instead of system.

Solution

Deployed New Business Formation Lead Feed as white-label offering. Integrated with existing CRM. Built geo-based routing so each partner gets leads in their territory. Standardized outreach templates for consistency.

Implementation

200 plus leads per month distributed fairly. Partners stopped competing over the same prospects. Outreach velocity increased 3x. Each partner has predictable, high quality pipeline now.

Result: $2.1M AUM net new in 12 months

22% conversion rate on initial consultations. Average new client value $525K AUM. 4 partners landing 18 to 22 new clients each per year. Subscription $1,200 per month equals 14 to 1 ROI.

NBFLF gave our partners a fair way to find clients without fighting over leads. It changed the whole culture from competitive to collaborative. That matters as much as the revenue. Robert T., Managing Partner, Regional Accounting Firm

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