# Rachel Drummond, Managing Partner at Drummond & Associates CPA — read of New Business Formation Lead Feed, June 10, 2026 > 17 years in public accounting, 12 staff, mostly small business clients in the Denver metro. I am the business development department. There is no other one. ## How I got here Slow Q2. I Googled "leads for new CPA clients" and "how to find new LLC clients" in the same afternoon, probably three weeks apart. This came up in a list of tools someone posted in a Facebook group for solo and small firm CPAs. The thread had about 40 comments and someone said "I'm trying this one, will report back" and never did. That was six weeks ago. I finally clicked. ## What I clicked first The hero headline is "Daily LLC and S-Corp Filings Delivered to Your CPA Inbox." That is actually a good headline. It is the exact problem I have thought about. When someone forms an LLC in Colorado or anywhere else, they need a bookkeeper, they need a CPA, they need payroll set up. They just do not know it yet. I have been wanting something like this. So I kept reading. ## Where I paused The enrichment bullet: "Names, email addresses, phone numbers, and LinkedIn profiles automatically appended to every filing. Start dialing within minutes." That phrase "start dialing" stopped me. CPAs do not dial. I do not have an SDR. I have myself, and maybe my office manager who handles scheduling. A lead feed that assumes I have someone whose job is to make cold calls is solving for a business that is not mine. Also I noticed it says "Vertical Filtering. Focus on contractors, consultants, and service businesses in your target sectors." That is exactly right for my practice. That detail felt like someone who actually knows the problem. ## What I distrusted Then I hit the "Wishdeal Factory scores every idea" section and I lost the thread completely. There is a score of 70/100. There is a line that says "$-8,944 Year-1 take-home (Fermi)." Negative. And then: "1 in 7 Meaningful-success odds (Fermi)." And then this sentence: "Honest disclosure: we don't have live customers on this idea yet. We shipped the strategy package; you ship the customer conversations." I had to read that three times. I am not sure if I am buying leads, or buying a plan to start a business that sells leads to CPAs. Those are completely different products and I do not think the page knows which one it is either. If I am buying a strategy kit to launch my own lead generation service, I am not interested. That is not my business. If I am buying a daily feed of new LLC filers in my target market, I am very interested. The page seems to be two different things at once and I cannot tell which one is being sold to me. The pricing confirms the confusion. "$5 to unlock the dossier." "$99 to $199 to adopt the build." "Operator partnership, custom, hire the team that built this to install, customize, and run launch with you." None of that sounds like I am subscribing to a lead feed. That sounds like I am buying a startup kit. Also: "Webhook delivery to Sales Connector campaigns." I have no idea what Sales Connector is. That is probably fine for the right buyer. I am not that buyer. ## What would convince me If this is a lead feed I subscribe to as a CPA, show me one week of actual sample data. Not a screenshot with fake names. A CSV or a blurred real export so I can see the field quality. I want to know: are the email addresses actually valid? What percentage bounce? Are the phone numbers cell or landline or VOIP? That is the entire product. The data quality is everything. If the page is actually for people who want to build and sell this feed to CPAs, then it is not for me, and the hero headline is misleading people who are exactly in my situation. ## What I'd ask in an email reply 1. When you say "delivered to your CPA inbox," is this a SaaS subscription where I pay monthly and get leads, or am I buying a kit to build this tool myself? I genuinely could not tell from the page. 2. What is the average quality of the contact enrichment on Colorado LLCs specifically? I have been burned by data vendors before where 40% of the emails bounced. 3. The page says you have no live customers yet. If I signed up for the "get your first 10 leads free" offer, would those be real filings from real people, or test data? ## Verdict: on-the-fence The underlying idea is legitimately good and the hero pulled me in. But by the time I hit the Fermi math and the "we shipped the strategy package" language I was no longer sure this was a product I could buy and use. I would send one email to get clarity on what exactly is being sold, and whether there is a simple monthly subscription option for a CPA who just wants the leads without building anything. --- *Memo by skeptic persona, generated 2026-06-10. Studio breaks own self-grading loop.*