Find firms
Find accounting firms by service line, size, and software
Accounting firms are a seasonal audience. The list you build in November and the one you build in March are the same firms with entirely different attention.
What separates these firms is the service mix. A compliance shop filing returns behaves nothing like a practice building advisory retainers, and the second one buys software the first will not open. Service lines, staff count, and the tools on the site decide fit.
None of that arrives from one place, so the table stacks them. Serper's maps search finds the listed practices and their offices, and a firm with no listing does not show up. Blitz API reads each firm's LinkedIn company page for a headcount. When a row holds a partner's LinkedIn profile, it also opens the email chain that turns that partner into an address. LeadMagic sits later in that chain.
Example searches
Ask for it the way you'd say it
Each example is a request in plain words, with what it returns underneath.
Advisory, not just compliance
CPA firms that advertise client advisory or CFO services with 10 to 50 staff
The service column reads the firm's own wording, so a practice that describes advisory work without the label still lands in the segment.
Firms on a ledger you integrate with
practices that list a cloud bookkeeping platform on their services or partners page
Serper returns the partner and integration pages a firm publishes. A Web Research Agent column reads them, so the stack lands as a column rather than a question for the first meeting.
Partner and practice manager
for each firm give me the managing partner and whoever runs the practice day to day
Both people land on the same firm, which matters because one signs and the other decides the disruption is worth it.
Plays
Three motions you can run this week
Each one is a chain of OXYGEN primitives: the same hosted objects your workspace already has, composed.
Segment on service mix
A list split into compliance-led and advisory-led firms before the first send.
- 1A Web Research Agent column reads each firm's services page. A Classify column then labels the mix with your own segments, and can read your saved ICP when you map it in as an input.
- 2Copy each segment into its own table and tag it. You find the segment by its tag later, and bind a sequence to its table to enroll it.
oxygen columns addIntegration-led outreach
Firms already running the platform you plug into hear a specific offer.
- 1Detect the ledger and partner badges, then copy the firms that name yours into a table of their own.
- 2Run the people search over that table for each firm's partners and find their work emails. Promote the firms onto records and enroll the people in a sequence that names the integration.
oxygen sequences enrollTime it around the season
Sends land in the weeks a practice can actually take a meeting.
- 1Hold the segment in a table and let a scheduled workflow release it in batches.
- 2Push the remainder to the next window instead of spending it in filing season.
oxygen workflows apply
Who you can reach
Roles you can find at accounting and bookkeeping firms
Reachability is per channel: a role marked for mobile is one the phone waterfall usually resolves, not a guarantee for every record.
| Role | Seniority | Reachable by |
|---|---|---|
| Managing partner | Owner/Founder | Work emailMobileLinkedIn |
| Tax or audit partner | Owner/Founder | Work emailLinkedIn |
| Practice manager | Manager | Work emailMobile |
| Director of client advisory | Director | Work emailLinkedIn |
| Head of technology | Director | Work emailLinkedIn |
| Office manager | Manager | Work email |
Filters you can search on
- Service lines advertised on the site
- Staff and partner counts
- Software and partner badges named on the firm's own pages
- Client industries named in case studies
- Office count and cities
- Bookkeeping, tax, audit, or advisory mix
- Certifications and memberships listed
- Year founded
Firms with a marketing site resolve cleanly on service mix and people. Very small practices trading on referrals have a one-page site and a shared inbox, which caps what any source returns. Season matters too: a firm mid-filing-season answers nothing.
Data sources
Data sources and CRM connections
People Data LabsHeadcount and the partners and managers inside a firm, when you add it as a tool column by name. OXYGEN's default lanes for headcount and for people at a known firm start at Blitz API instead.
SerperMaps listings with the address and public phone. Its web search also feeds the Web Research Agent column that reads each firm's pages.
Blitz APIOpening lane for work email on partners and practice managers with a LinkedIn profile.
LeadMagicA later lane in the work-email chain. Given a practice manager's name and the firm's domain, it looks for their own address, and bills only when it returns one.
Use managed credits where available, or connect a supported provider key on an eligible paid plan. Your provider bills its calls; OXYGEN adds a per-call platform fee. Signed-in CRM connections such as HubSpot have no per-call fee. Connected sending accounts reserve monthly credits. See pricing and supported integrations.
Limits
Where this stops
- Service lines are marketing copy, not a filing. A firm advertising advisory may still bill almost entirely for compliance, so read the classification column as a hint and confirm it.
FAQ
Questions people ask first
Can I find firms by the software they use?
How do I avoid filing season?
Is staff count reliable for small practices?
Who do I write to first?
Can I target firms by client type?
What does it cost to build a list like this?
Build your accounting and bookkeeping firms list
Start with a search, preview the cost before anything is spent, and keep the rows, sources, and runs in a workspace you own.