Stop waiting on referrals.
Start filling your calendar.
Deligatr builds and runs a fully managed outbound engine for accounting and bookkeeping firms, email and LinkedIn, written with a consultative tone your clients will respect. You never touch a tool or write an email. Qualified meetings just show up on your calendar.
No hires. No software to learn. No seasonal dead zones. One ICP workshop to start, then we run everything else.
Proven with a real accounting firm
Meetings booked per month
Real client data, first outbound this firm had ever run
What's included, every plan
Plans start at
No setup fees. No long-term contract on monthly billing.
Quick answer
Deligatr generates leads for accounting firms by running a fully managed outbound engine across email and LinkedIn. We define your ideal client, build and warm the sending infrastructure, write consultative AI-personalised messages, handle every reply, and book qualified meetings directly to your calendar. Plans start at $2,500 per month with no long-term contract.
We know this industry
Outbound for accountants is not the same as outbound for anyone else
Tax prep, bookkeeping, CFO advisory, payroll and audit firms all sell trust first. Get the tone wrong and you lose more than you gain. Here is what we build around for every accounting client.
Referral dependency with no lever to pull
Every new client comes from word of mouth. When the network goes quiet, so does your pipeline, and there is nothing you can do to speed it back up.
A seasonal cliff every single year
January to April is strong. May through October, the phone stops ringing and revenue planning becomes guesswork.
Capacity you cannot fill
You have room for more clients right now, but no consistent way to reach them beyond hoping someone refers a friend.
Outreach that feels wrong for the profession
Generic cold email reads like a used-car pitch. For a trust-based profession, the wrong tone does more damage than staying quiet.
No time to build a marketing function
You are billing hours, not writing sequences. Every hour spent chasing new business is an hour not spent on client work.
Prospects already have an accountant
Most outreach targets people with no accountant at all. The real opportunity is timing outreach around when a prospect's current accountant is underserving them, which requires a different message entirely.
What the outreach actually looks like
Consultative by design, never a pitch
No "best in class" language, no false urgency, no generic templates. Every message leads with a specific, real pain point relevant to that prospect's business.
This is the exact tone that got a 22-year referral-only firm comfortable putting their name behind outbound for the first time.
What you get
A complete outbound engine, run for you
You do one workshop. We build, run and optimise everything else.
ICP Workshop
One session to define exactly who you want as a client: revenue band, employee count, vertical. No guesswork, no generic targeting.
Infrastructure, Built and Warmed
Email domains and LinkedIn accounts set up and warmed properly before a single message sends. You never touch a tool.
Consultative, AI-Personalised Copy
Every message leads with a specific pain point, never a pitch. Written to sound like a partner reaching out, not a sales sequence.
Email and LinkedIn, Run for You
Multi-channel outreach managed end to end. We send it, track it, and adjust it. You do not manage a single sequence.
Reply Handling and Qualification
Every reply is read, qualified and moved forward by us. Only real, ready-to-talk prospects reach your calendar.
DeliHub CRM Included
A fully set up CRM instance so every conversation and meeting is tracked in one place, included in every plan.
Your pipeline, in one place
Every meeting, every reply, tracked in DeliHub
No spreadsheets, no guessing what is happening with your campaign. Your DeliHub instance shows exactly what is working, in real time.
Meetings by vertical, this month
Here's what we do instead
A consultative outbound engine, built for firms like yours
Consultative, never salesy
Every message leads with a specific pain point, never a pitch. No words like best or guaranteed. Written to sound like a partner, not a sequence.
LinkedIn-first for owner-led buyers
Small business owners are active on LinkedIn. We run it as the primary channel where it fits, with email running alongside.
Built to cover your slow season
We deliberately increase volume from May through October, targeting businesses approaching fiscal year end who need you before the crunch.
Vertical-specific messaging
Construction, professional services, e-commerce, each gets its own angle built around what actually makes that owner respond.
How it works
One platform. Fully managed.
01
We build it
One ICP workshop with your firm. We define your ideal client, then set up and warm your sending infrastructure.
02
We run it
Email and LinkedIn go live with consultative, AI-personalised copy. We handle every reply and qualify every prospect.
03
You close it
Qualified meetings land directly on your calendar. You show up to a warm conversation, ready to close.
Typical outreach funnel, per 100 prospects
Illustrative funnel based on client campaign averages
What to expect
Typical KPI ranges by stage
Based on accounting-firm client campaigns. Actual results vary by market, vertical and how narrow your ICP is.
Setup and launch
ICP defined, copy approved, domains warmed, first sends go out
First real signal
Messaging tested across verticals, first consistent meetings land
Steady state
Winning verticals scaled, off-season volume adjusted automatically
A firm that had never done outbound, until now
A seven-person accounting firm, 100 percent referral-dependent for 22 years. Here is what changed after Deligatr went live.
Built and launched
ICP defined, copy approved, infrastructure warmed, LinkedIn live.
19 meetings booked
First outbound this firm had ever run, in 22 years of practice.
14 clients closed
Vertical messaging refined, off-season volume increased, capacity filled.
“I was certain cold outreach would feel wrong for a firm like ours. What Deligatr sent on our behalf was more professional than the emails I write myself.”
Managing Partner, Accounting Firm
How the options compare
DIY vs. a marketing agency vs. Deligatr
| Factor | DIY | Marketing Agency | Deligatr |
|---|---|---|---|
| Who writes the messages | You, on top of billable work | Junior account manager, generic templates | AI-personalised, consultative, reviewed weekly |
| Infrastructure setup | You configure and warm it yourself | Sometimes included, rarely monitored | Fully built, warmed and monitored for you |
| Channels covered | Usually one, whatever you have time for | Email only, most of the time | Email and LinkedIn, run simultaneously |
| Reply handling | You, whenever you find time | Slow, often missed | Handled and qualified same day |
| Seasonal flexibility | None, you are stretched thinnest at peak season | Fixed retainer regardless of your calendar | Volume adjusted to your slow season automatically |
| Typical monthly cost | $0 cash, high opportunity cost | $3,000 to $8,000/mo | From $2,500/mo, cancel anytime |
Pricing
Plans start at $2,500/mo
No setup fees. No long-term contract on monthly billing. Save 20 percent on quarterly billing.
Starter
Email outreach, 5,000 prospects/mo, 2 LinkedIn accounts, DeliHub CRM.
Growth
Everything in Starter plus 12,000 prospects/mo, email + LinkedIn simultaneously, weekly reporting.
Scale
Everything in Growth plus 30,000 prospects/mo, AI voice, dedicated campaign manager.
Questions accounting firms ask before starting
How is this different from buying a leads list?
Will this feel too salesy for our clients? We have never done cold outreach.
Is cold outreach compliant for accounting firms?
Our revenue is seasonal. Can outbound help outside tax season?
How many new clients can an accounting firm expect from outbound?
What is actually included in the monthly plan?
How quickly will we see meetings on the calendar?
Do we need to hire anyone or manage any software?
Does this work for bookkeeping firms and CFO advisory practices too, not just tax accountants?
Is there a long-term contract?
Related industries
Ready for a full calendar,
every month of the year?
Book a free strategy call and see exactly how Deligatr would build your firm's outbound engine. No commitment, no pressure.