Finance & accounting
How to find clients for fractional CFO & financial planning
Growing firms past the bookkeeping stage need forecasts, pricing and cash planning — without a full-time finance director.
For fractional CFOs, financial planners and business advisors. Six steps, from the first search to the last follow-up.
- 1
Search Google Maps for these businesses
Run each search in the city you sell to. These are the trades that buy this most.
Marketing agenciesSoftware companiesConstruction companiesMedical practicesManufacturersEngineering firms - 2
Keep the ones that are ready to buy
- Highly Rated
- At least 4.7 stars from 25 or more Google reviews.
Leave out: Very small businesses with a single owner and no staff.
- 3
Open on the right channel
Email the founder or managing director; reference growth.
- 4
Lead with one thing you noticed
- A 12-month cash forecast before the next big hire.
- Pricing that protects margins as costs rise.
- Board-ready numbers for funding or an exit.
- 5
Send an opener like this one
Opening messageHighlighted parts are filled in for each businessHi contact name, Firms growing like business name often reach the point where the books are fine but decisions need real numbers — forecasts, pricing, cash. I work as a part-time CFO for businesses in city. Would a 20-minute chat about your next 12 months be useful? Best, sender name
- 6
Follow up twice, then stop
- Day 3: a sample one-page cash forecast.
- Day 7: how a similar firm used it before a key hire.
Run it in Leads Ranger
The whole playbook, done for you.
Raptor sweeps Google Maps for the searches above, city-wide, and reads each business's own website for its real email. Every lead lands tagged with the signs from step 2, and your AI agent writes the opener for each one.
Connect Claude or ChatGPT and your assistant reads this playbook as a Skill, so “find me clients” already knows who to look for.
More playbooks · Finance & accounting
Bookkeeping & accounting
Bookkeepers, accountants and tax firms serving small businesses
Payroll & HR outsourcing
Payroll bureaus, PEOs and outsourced HR firms
Business loans & funding
Commercial lenders, loan brokers and equipment-finance providers
Card payments & merchant services
Payment processors and merchant-services resellers
Free during the open pilot
Run this playbook in your city.
Name the trade and the city. Leads Ranger finds the businesses, reads their websites for real emails and drafts the opener. No credit card.
No credit card required
Free during the open pilot