Turn partner discovery into referral revenue
CPA contact enrichment and outreach tooling for financial advisors building referral networks with CPAs.
Every artifact below transfers to your accounts on day one. The whole engine.
Custom scope to take CPA Referral Partner Enricher from MVP shell to operating business.
The GTM is repeatable: a proven 15 demos/month cadence targeting identified personas with strong pain alignment. The TAM is concrete and accessible at 25k firms spending $1,920/year. The founder demonstrated product-market fit through 2-3 closes monthly. The tool addresses real friction in referral network building, where contact quality remains a bottleneck even as financial services firms invest in prospecting infrastructure.
Data quality directly impacts customer retention and churn. CPA contact records are fragmented across 55 states with inconsistent formats, so early customers will discover enrichment accuracy disappoints expectations. The core business problem is trust and reciprocity between CPAs and advisors, not tooling. Customers may spend months using the platform before generating the qualified CPA referral that justifies their spend, driving churn before the product stabilizes.
An existing B2B SaaS founder or agency operator with sales experience in financial services. Must have direct network access to RIA and insurance agency decision makers, or willingness to execute cold outreach at scale. Success requires persistence through long enterprise sales cycles and product scrappiness to navigate fragmented data. Technical co-founder partnership or in-house engineering capability is helpful.
From contract signing to operating business.
Three ways in, depending on how much you want to build yourself.
Read the full buyer brief on every product in the catalog. All Fermi math, all agent specs, all sales kits, all skeptic memos. Cancel any time.
The full asset bundle transfers to your accounts. Brand, domain, landing, agent spec, financial model, sales kit, founder persona, video. You own it.
A Roll Digital chief operator builds CPA Referral Partner Enricher for you. AI-amplified: unlimited Claude + Codex tokens. What used to take weeks, days at our speed.