BeReach works inside Claude.See how

Reach accounting firm leads while the timing is right.

A bought list of accounting firms gives you partner names and no idea which firm is deciding anything this month. Your agent goes by what a firm just did in public, a merger it announced or a partner it admitted, then writes to the person behind that move while it is still fresh. Describe the firm you want as a client and your agent starts there.

A real run

See it work on accounting firm leads.

Who to talk to, who is worth your time, and what to say first. The screen is the real one. The people in it are made up.
You

Accounting firms that just merged or admitted new partners. Who should I be talking to this week?

In the market this week

44 firms did something public this week. 8 of them fit the client you described.

  • Karen W.
    Announced the merger this week
  • Andre L.
    Named in the new partner class
  • Nadia F.
    Posted about busy season capacity
  • Owen P.
    Hiring a client accounting manager
Why it works

Every firm has a managing partner. Only some are deciding this month.

A bought list is a directory of partners, and a directory cannot tell you which firm merged last week or which one just stood up an advisory line. The firms announce both themselves, in public, the week it happens.
Public places your agent reads
8+

Merger news, partner admissions, hiring posts

Follow-ups sent for you
0

One opener, then the reply is yours to answer

Messages you approve
100%

Nothing leaves your account until you click

Time to a usable list
2 min

Any specialty, any firm size

How it works

Four things you stop doing yourself.

Finding the right people, deciding who is worth your time, writing the first line, and getting it out the door.
1

Who is in the market this week

Your agent reads what accounting firms put in public: merger announcements, partner admissions, and the advisory and client accounting roles they are hiring for. The partner behind each move comes back with it, and the date of that move is why the firm is on your list.

2

Only the ones worth your time

Describe a good client firm once, in a sentence: size, service mix, region, how recently it merged or added a partner. Single-preparer shops stop reaching your screen, and every firm that stays shows the reason it made the list.

3

The first line, already written

Your agent reads the partner's profile, their firm and their posts, then writes an opener about the actual merger or the actual advisory hire. Change a line or throw it out, and nothing goes until you approve it.

4

Sent at a human pace

Messages go out spread through the day, never in a burst. A new sender starts gently and builds up. If anything looks wrong, it stops and tells you.

Where the names come from

Accounting firms announce their own moves. Your agent reads them that week.

Public sources, read the week they change, so a firm reaches you with a named managing partner instead of a general info address. The date on the announcement is what puts that firm on your list.
Looking atRegional CPA firms that announced a merger in the last 90 days
State CPA registers
Which firms are licensed, and where
live
Merger announcements
Two firms combining are choosing what to keep
live
Partner admissions
A partner admitted this year has a book to build
live
Hiring posts
Advisory and client accounting roles mean a new line
live
Public profiles and posts
The partner behind the move, and what they said about it
checked
800 firms read, 36 worth a message, each with a partner to write to
What to do with it

Four reasons to write this week.

Two firms just became one

A merger puts every system and every staffing decision back on the table, and that review closes in months. Your agent finds the announcement the week it goes up and names the managing partner who signed it.

A new partner class was announced

A partner admitted this month has a book to build and a year to show for it. Your agent catches the announcement and the person named in it, while the congratulations are still arriving.

The firm is hiring for advisory work

A posting for a client accounting or advisory manager means a service line the firm did not have last year. That budget gets spent this quarter, and the practice lead behind it is the person to write to.

A partner described the problem in public

Partners post about busy season capacity and the hires they cannot make. Somebody who just wrote the problem down in their own words is the one worth answering this week.

Claude

Prefer to work in Claude?

BeReach runs as a connector inside Claude and Claude Cowork. Ask in plain language: it finds the people, tells you which ones are worth your time, and writes the first line. Nothing sends until you say so. See the Claude connector.

FAQ

Accounting firm outreach, answered.

How does BeReach find accounting firm decision-makers?

Your agent reads what firms already publish: merger announcements, partner admissions, hiring posts and public profiles. Each firm comes back with the partner behind the move, a way to reach them, and the date the move happened, which is the part that decides whether this week is the week to write.

Why are these firms missing from Apollo or ZoomInfo?

Those databases are built around large corporates and refresh on a lag, so regional and mid-market firms sit in the gaps, and so do the partners who sign. They also give you a job title and nothing about timing. A partner who has looked the same for five years and a partner whose firm merged on Tuesday are the same row in a bought list.

Does BeReach only use public data?

Yes. Merger news, partner announcements, registers and public profiles are open to anyone, and none of it is bought from a broker. That is also why a firm that moved last week is covered better than one that has looked the same for a decade.

How does BeReach decide which accounting firms are worth my time?

You describe a good client firm in one sentence: size, service mix, region, how recently it merged or added partners. Every firm is graded against that sentence with the reason shown, so you can disagree with it. Move the bar and the list moves with you.

Can BeReach message the people it finds?

Yes, and that is the difference from a list. Your agent reads the partner's profile, their firm and their posts, then writes one opener naming the actual merger or the actual advisory hire, and nothing leaves your account until you approve it. Replies land in your own LinkedIn inbox, under the message that started them, and you book the call yourself.

Can I search by specialty, region, or firm size?

Yes, in a sentence, with no filter panel and no boolean syntax to learn. Ask for a mid-market tax and audit firm in the Southeast with 100 or more staff that opened an advisory line this year, and that is the list that comes back.

How accurate is the contact data?

Your agent does not hand you an email or a phone number, so there is no stale export to be wrong. It names the partner, links the public profile it read, and your first message goes to them on LinkedIn from your own account.

Find the accounting firms that moved this week.

Describe the firm you want as a client. Your agent names the partner behind each recent move and writes the first message, and the replies come back to your own LinkedIn inbox.

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