# Sandra Kowalczyk, Managing Partner at Kowalczyk & Associates — read of Daily New LLC Leads, June 10 2026

> 17 years in public accounting, running a 9-person firm out of Naperville, IL. We do small-biz tax and advisory. Growth is always the problem.

## How I got here

Typed "new business leads for cpa firms" into Google after a Monday morning partners meeting where we complained, for the fourth time this year, that we keep losing new clients to whoever called them first. Got this page in the results. Clicked. Read the whole thing standing at my kitchen counter.

## What I clicked first

The headline "Never Lose New Business to Speed Again" landed because it's exactly the complaint I had walked out of that meeting with. Then the "2 Hours From filing to your inbox, on average" stat. That's specific enough to be believable or falsifiable, which is more than most lead services give you. I kept reading.

## Where I paused

The honest disclosure box near the bottom. Specifically: "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. Because for the first two-thirds of this page, I thought I was looking at a working SaaS product I could sign up for at $299/month. Then this box showed up and suddenly it sounds like I'm being sold a business plan, not a product. I genuinely could not tell which one it was anymore.

## What I distrusted

The page talks to two completely different people and never acknowledges it. The top half is written to me, a CPA. "Built for CPAs. Powered by Live Data." "For CPAs who move fast." The bottom half is written to someone who wants to build this product for CPAs. "Adopt this idea. Unlock the dossier. $5. $99."

If I'm the CPA, what am I buying? There's no "Start Free Trial" flow I can actually complete if the product doesn't exist yet. The $299/month plan is described like it's live. The "Start Free Trial" button appears three times. But then there's this: "1 in 5 Meaningful-success odds (Fermi)" and a negative year-one take-home of $4,376. Those are the builder's odds, not mine as a buyer. Why is that on my page?

Also "Sales Connector integration ready" appears twice. That's a brand name I don't recognize and it gets no explanation. It reads like an inside reference that leaked into copy meant for an external audience.

## What would convince me

Show me one real example. Not a mockup. An actual lead record that came through the system, scrubbed for the founder's identity, with a timestamp showing when the LLC filed and when it hit an inbox. Show me the gap is actually two hours and not two business days.

And separate the two products. If this is a SaaS I subscribe to, show me the login screen. If this is a business-in-a-box I'm buying to build my own version, say that clearly on line one. Right now those two things are tangled and it makes the whole page feel like something was rushed out before it was ready.

## What I'd ask in an email reply

1. Is the $299/month product live and taking customers right now, or is that a planned price for something you're still building?
2. What does the actual lead record look like when it lands in my inbox, and can you send me a sample file with real (or anonymized) data?
3. The page says "Geo-Targeted" as a feature, but Illinois has 12 million people and I only want Cook, DuPage, and Kane counties. Can your filters actually go that granular, or is state-level the real minimum unit?

## Verdict: on-the-fence

The underlying idea is genuinely good and the top half of the page almost got me. But the bottom half dismantled my confidence by revealing this might be a blueprint, not a product. Fix the audience confusion and answer question one above, and I'd reply.

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*Memo by skeptic persona, generated 2026-06-10. Studio breaks own self-grading loop.*