# Derek Wohl, Managing Partner at Wohl & Associates CPA — read of LLC Formation Lead Feed, June 10 2026 > "16 years in public accounting, 8 as managing partner of a 6-person shop in Scottsdale. We do bookkeeping and taxes for small businesses in Arizona and Nevada. I coach my 10-year-old's softball team on Saturday mornings and my Thursday nights are non-negotiable rec-league softball. I have exactly zero budget for tools that don't pay for themselves in 90 days." --- ## How I got here Q2 was slow. We had two referral clients close in April and I've been thinking about getting more systematic about prospecting instead of waiting for the phone to ring. I Googled "how to find new business leads for CPA firms" sometime around 9pm on a Tuesday, clicked a few Reddit threads, ended up on some article about LLC formation timing, and one link in the comments pointed here. Nobody sent it to me. No ad. Just me at my kitchen table being annoyed about pipeline. ## What I clicked first The hero got me. "Reach prospects on day one, before your competitors." That's real. I've had prospects tell me they already hired someone by the time I found them on a list somewhere. And "LinkedIn enriched. Revenue bands attached. Ready to call." -- that's a tight three-punch. I read that and thought: okay, tell me more. The pain statement below it landed too: "by the time you find them, five other CPAs have already called." That is a real thing that happens. ## Where I paused The revenue band section. "Estimated annual revenue and company stage based on funding signals, web presence, and industry benchmarks." I stopped and read that twice. A brand new LLC has almost no web presence and probably no funding signals. So what exactly is the revenue band estimate based on for a company that filed three days ago? Is it industry benchmarks, meaning they're just assigning the median revenue for whatever SIC code they picked? If so, that's basically a guess with extra steps. It's not nothing, but it's not "know who you're calling" either. That's a meaningful difference. ## What I distrusted The bottom of the page. After reading through the pricing and the FAQ, I hit this section: "Honest disclosure: we don't have live customers on this idea yet." Then under that: "70/100 Adoptability. $-4,376 Year-1 take-home (Fermi). 1 in 5 Meaningful-success odds." That's not a SaaS product. That's a concept being sold to someone who wants to build it. The whole page above that reads like a live service. "Start Free Trial." "Get your first 10 leads free." "Email hello@llcfeed.com." But the phone number is (555) 201-1234, which isn't a real number, and the bottom of the page is a pitch deck for the idea itself, not for me as a buyer. I genuinely don't know if I'm supposed to be a potential customer or a potential operator. The page doesn't make that clear until the last third, and by then I'd already spent 8 minutes mentally calculating whether $199/month was worth it for Arizona leads. ## What would convince me If this were a real live service, I'd want to see one real example. Not a mockup. A CSV row or a webhook payload showing me what an actual Arizona LLC filing looked like when it came through this morning, with the LinkedIn match, the phone number, and whatever revenue band got assigned. Just one. That would tell me more than any bullet point. I'd also want to know the hit rate on the phone numbers, because "appended where available" covers a lot of ground from 90% to 15%. If this is an idea being sold to an operator, that's a different conversation entirely and I'm not the audience. ## What I'd ask in an email reply 1. Is this service actually live right now, or is this a concept I'd be signing up to test as an early customer? The bottom of your page confused me on this. 2. For a new LLC with no web presence yet, what does a revenue band estimate actually come from? Walk me through one real example. 3. What's the actual hit rate on the phone numbers for Arizona specifically? Not "where available" -- a real percentage. ## Verdict: on-the-fence The core idea is genuinely good and the pain point is real. But I can't tell if this is a product I can buy or a product someone else needs to build first. Fix that confusion and I'm a serious potential customer at the $199 tier. Leave it the way it is and I close the tab. --- *Memo by skeptic persona, generated 2026-06-10. Studio breaks own self-grading loop.*