Solutions · Accounting Firms
More Clients. Less Business Development Work.
An AI-powered revenue engine built for accounting and advisory firms.
The client journey
From first signal to signed engagement.
- 01Identify
- 02Engage
- 03Qualify
- 04Consult
- 05Propose
- 06Win
Capabilities
Configured for accounting firms.
Prospect targeting
Find businesses whose size, industry, and growth signals match the clients your firm serves best.
Lead qualification
Assess fit against your firm's criteria before a partner spends time on the conversation.
Service-needs identification
Capture whether a prospect needs tax, bookkeeping, audit, or advisory support.
Consultation scheduling
Book qualified prospects directly onto the right professional's calendar.
Proposal preparation
Draft engagement proposals from your templates and the details gathered during intake.
Automated follow-up
Keep conversations moving with timely, personalized follow-up your team approves.
Potential integrations
Integration availability is confirmed during onboarding for each firm.
Other solutions
Fractional CFO Firms
Law Firms
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See how Alpha Bravo can help your firm generate, qualify, and win new clients.