Prospect Finder for accountants, bookkeepers, HR and payroll firms

Clients choose an adviser at a turning point

Most businesses keep the same accountant or payroll provider for years. The time to reach them is when they are choosing: when they set up, when they take on their first employee, or when they grow past what the founder can handle at the kitchen table. Arrive a few months later and someone else has the work. Prospect Finder is built to find those turning points while they are fresh.

Prospect Finder was built by EdTech Assurance, specialists in education and training, and used first by training providers. It works the same way for accountants, bookkeepers, HR and payroll firms: the same daily list, the same checks, set up around your services.

What triggers a need

• A new limited company. It must register for Corporation Tax, keep proper records, and file annual accounts and a company tax return. Many founders want a bookkeeper or accountant from the start, and have not chosen one yet.
• A business that starts hiring. Before the first payday an employer must register with HMRC and run payroll, set up a workplace pension for eligible staff, check the right to work and give each employee a written statement of their terms. That is the moment for a payroll bureau or an HR consultancy.
• A team that keeps growing. Employers advertising several roles at once are adding payroll, contracts, policies and people issues faster than an owner can manage alone.
• Established local employers in sectors you know well, such as care, construction or hospitality, where specialist knowledge of shift patterns and staff turnover is worth paying for.

Set up around your practice

Tell us what you offer, for example year-end accounts, bookkeeping, payroll, pensions, HR retainers or employment documents, the size and type of clients you want, and your area. We leave out your existing clients. Each weekday you get a short list with a score out of 100 for each business, the reason it was picked, the person to contact and a draft email that names one of your services and asks one clear question.

You send every email from your own mailbox, in your own name, so nothing goes out under your firm's name that you have not read.

Professional and careful

The drafts are short, factual and polite. They never pretend to know a business's finances, and never alarm anyone about deadlines.

What to expect

We do not promise new clients. We find the businesses most likely to need you now and write the first email; winning the work is down to you. See the prices, read how it works, or ask for a free sample from your own area.