Qualified B2B appointments for accounting and fiduciary firms
Your firm wants new clients that fit its expertise, not requests for the cheapest quote. We identify companies with an accounting, tax or advisory need, talk to the owner, and the meeting lands in your calendar with the context. France, Belgium, the Netherlands, Luxembourg.
→ Get qualified meetings booked
Who we call
- Owners of growing SMEs and small businesses
- Founders and recently incorporated companies
- Finance and administration managers of SMEs
- Holding companies and family groups
- Foreign companies setting up in Belgium, the Netherlands, France or Luxembourg
Qualification criteria
| Criterion | Example threshold (agreed with you before launch) |
|---|---|
| Profile | Legal form, size and sector your firm serves well |
| Need | Changing accountant, incorporation, growth, cross-border activity, multi-country VAT |
| Timing | Year-end closing, end of engagement with the current firm, dated project |
| Area and language | Region your firm covers, working language |
| Decision-maker | The owner or CFO, attending the meeting |
| Agreement | Meeting accepted to discuss the engagement, not just a price |
Meeting qualification scorecard →
Typical buying signals
No single signal is enough: we use them to decide who to call first, then we check the need on the phone.
- Incorporation or change of legal form visible in public registers
- Headcount growth, a new branch
- Expansion into another Benelux country or France
- Dissatisfaction with the current firm, stated by the prospect
- B2B e-invoicing reform to prepare for
- Succession, sale or fundraising in preparation
Channel mix
| Channel | Role in the campaign |
|---|---|
| Phone | SME owners answer the phone more often than an email from a stranger. |
| Confirmation plus a short firm presentation you have approved. | |
| CFOs and managers of larger companies. | |
| Invitation | A firm workshop or webinar on a dated topic (year-end, VAT), if you run them. |
How the campaign runs
- 01 Scoping workshop: your offer, your ideal customer, a written definition of a good meeting.
- 02 Account research in public company registers and contact enrichment (role, buying signals).
- 03 Phone and email campaigns on messages you approve.
- 04 Meeting booked into your calendar, with the brief and conversation context.
- 05 Report and adjustments: target, message, channel.
Price
Pay per meeting held or a monthly package. No minimum term: stop by email. Quoted price, based on your market and what a meeting is worth to you.
Data and compliance
We only prospect businesses, and we process B2B data under the GDPR. Every objection is recorded and honoured permanently. Rules differ by country and channel: our dedicated article summarises them, with the texts and regulators. This content is for information only and is not legal advice.
- B2B prospecting and the GDPR: France, Belgium, the Netherlands
- What does a qualified B2B appointment cost?
Tools to prepare your campaign
Other sectors
Frequently asked questions
Do our professional rules allow prospecting?
We give no legal or ethics advice: your professional body's rules prevail. We adapt messages and channels to what you approve.
Which clients do you target for a firm?
The ones you define: size, sectors, engagements. A good meeting is an owner looking for a firm for a need you handle well.
Do you prospect in Dutch and French?
Yes: Dutch for Flanders and the Netherlands, French for Wallonia, Brussels, France and Luxembourg, English wherever it is the working language.