A regional accounting firm wanted to grow their advisory services practice beyond compliance work. AI agents helped them reach CFOs at growth companies looking for strategic financial guidance.
* Company identity anonymized to protect client confidentiality. Results verified.
This regional accounting firm had built a solid compliance practice—tax, audit, and bookkeeping. But partners saw the opportunity to grow higher-margin advisory services: CFO advisory, M&A support, and financial planning.
The challenge: their existing clients were mostly small businesses that didn't need advisory services. They needed to reach CFOs and finance leaders at larger, growth-stage companies—but had no relationships or brand recognition in that market.
They deployed 5 AI agents targeting finance leaders at companies with specific advisory needs:
Messaging focused on specific pain points: cash flow planning, fundraising prep, financial systems implementation, and preparation for due diligence.
"We'd been trying to break into advisory for years. The AI outreach reached CFOs at exactly the right companies—growth-stage, scaling, needing guidance. Within a year, advisory went from 5% of revenue to 20%."
See how AI sales agents can help accounting firms reach CFOs.