FOR BOOKKEEPING FIRMS, CPA PRACTICES & FRACTIONAL CFOs

Booked appointments
with owners who need
your financial expertise.

Not leads. Not lists. Appointments — screened on budget, timeline, and scope before they reach your calendar, so you're never sitting across from someone who can't move.

We work with a limited number of firms per market.

See If Your Area Is Open → How It Works

One firm per market

We don't sell the same appointment twice. When your area is taken, it's taken.

Appointments, not leads

You never pay for a name and a phone number and call it a pipeline.

Screened before booking

Budget, timeline, and decision-maker confirmed before it hits your calendar.

Owner-operated firms only

We work with independent practices — not franchises, not PE roll-ups.

The Real Bottleneck

You didn't open a firm to spend your evenings chasing clients

Most accounting and bookkeeping firms don't have a service problem. They have a flow problem. Referrals arrive when they arrive. Tax season floods the calendar and then spring goes quiet.
The people who do call are half price-shoppers who vanish after they hear the number. And the follow-up that would actually close them sits at the bottom of a list behind client work that's already been paid for.
So capacity sits idle in the months when it costs the most, and the growth plan turns into hoping the phone rings.
Our Standard

What happens before a name reaches your calendar

Anyone can send you a list. The work is in what gets thrown away. Before we book an appointment, we confirm:

✓

They have a real problem right now

Behind on books, outgrowing a spouse or part-timer, or leaving a bookkeeper who stopped answering the phone.

✓

The person on the call can say yes

Owner or partner — not an office manager gathering three quotes for someone else to review.

✓

Budget is confirmed out loud

They've heard a monthly range before the call is booked, and they're still interested.

✓

Volume and entity type are known

So you're not discovering mid-call that it's a single-member LLC with nine transactions a month.

✓

Timeline is inside 30 days

Not "sometime after we finish the reorg" or "maybe before next tax season."

✓

They're independent

Franchises and PE-owned companies get screened out before they ever reach the list.

Most conversations don't clear this. That's the point.

Your next ten clients are in three places

We work all three. You do the part you're actually good at.

01

The calls you never picked up

Someone found you, dialed, got voicemail, and called the next firm on the list. It happens most during the exact weeks you're too buried to answer. That isn't a marketing problem — it's revenue walking out the door in the four minutes before you can call back.

WHAT CHANGES

Every call answered
No voicemail dead ends
Works during tax season
Nothing for you to run
See If Your Area Is Open →
The Process

Three steps. No 12-month implementation.

STEP 01

A 20-minute fit call

We look at your capacity, your ideal client, the work you'd rather not take, and whether your market is still open. If it isn't a fit, we'll say so on that call.

STEP 02

We build the system

Everything runs on our side. Nothing changes about how you run your firm, and there's no software for you or your staff to learn.

STEP 03

Appointments hit your calendar

Pre-screened, on your availability, with context on the business before you dial in. You show up and do the consultation.

Straight Talk

We turn down more firms than we take

If you're still reading, we should probably talk.

Who You're Working With

I only do this for accounting firms

Jordan Brown, founder of Prime Leverage

I'm Jordan Brown. I run Prime Leverage from the Myrtle Beach, South Carolina area.

I work with accounting firms, bookkeeping practices, and fractional CFOs exclusively. That focus is deliberate — the questions a business owner asks before engaging a firm are specific to this profession, and so are the signals that separate a serious prospect from one who will occupy an hour and go quiet.

You won't be handed off to an account manager. The person who texts you is the person you meet on the call.

Questions

Before you book

What does it cost?
It depends on your market and how many appointments you can absorb, so we cover it on the call. What we can tell you now: we start on a trial basis. You're not writing a large check before you've seen anything.
What if an appointment doesn't show?
It gets replaced. You're paying for consultations that happen, not calendar entries.
What kind of businesses are these appointments with?
Owner-operated small businesses in your area that need monthly bookkeeping, cleanup work, or a CFO-level set of eyes. Franchises and PE-owned companies are screened out before they ever reach the list.
Do I have to change how my firm runs?
No. No new software, no new process, no training for your staff. Appointments land on the calendar you already use.
Are these appointments shared with other firms?
No. One firm per market. When your area is taken, it's taken.
How fast do appointments start?
[Fill in your honest timeline here.]

Find out if your area is still open

Twenty minutes. We'll look at your capacity, tell you what we're seeing in your market, and be straight with you about whether this is a fit. If it isn't, you'll know on the call.

  • No pitch deck
  • No contract on the first call
  • A straight answer either way

Request a call

We'll reach out to schedule. We don't share your information with anyone.