GTM clients we've worked with
+ many more
+ many more
The motion was producing, then it went quiet. That's almost always one of two things: cooked deliverability, or a list built by the scoopful instead of by signal. We fix both, then rebuild outbound around the buyers who actually need Axia right now: new-in-seat CFOs, PE-owned teams doing more with less, and companies with no finance bench at all.
+ many more
Most companies outsource accounting once they hit a certain size, because an in-house team is too expensive. Your sweet spot is crisp: mid-market firms with no internal accounting bench that need soup-to-nuts support plus a fractional CFO. That's a huge, nameable TAM, and the high-margin fractional work rides on top.
Top Advisory Service 2026 (Manage CFO), a 30+ day close cut to 5, IT SOX for a $45B retailer across 65+ apps. Finance buyers don't buy off the internet. They buy on reputation. You already have the credibility most outbound never gets to lead with.
New-in-seat CFOs, PE-owned teams under "do more with less" pressure, companies hiring finance roles with no controller on LinkedIn, headcount swings, regulatory waves (SEC deregulation, tariffs, the tax bill). Every one is a public signal we can hunt, and a reason to reach out today.
The current motion was producing for a while: LinkedIn connects, a cold-email campaign, a dialer working the phones daily. Lately it has gone quiet. That signature is almost always cooked deliverability, or a list that already skimmed the 3% who were ready to buy. Both are diagnosable in week one.
The current outreach reads copy-and-pasted, like ChatGPT wrote it and someone dropped it in. That's a "big scoop out of the ocean" instead of a targeted shot. Until the list itself carries the message, even good copy bounces off busy CFOs.
Five-figure finance buyers buy on reputation and referral, not a single cold email. Outbound has to earn the click into your proof and content, and the referral motion (audit partners, PE operators) has to be systematized, not left to chance.
"It's not targeted enough... it looks a little bit too copy-and-pasted. Like maybe ChatGPT wrote it and then they pasted it in."
"We're taking a big scoop out of the ocean and trying to find something, rather than having a targeted [approach]."
"Our leads have gone cold, and we need leads, and the right leads, too. I'm ready to move forward with a new sales approach."
For a firm with this much addressable market, the problem isn't TAM. It's reach. Our whole operating belief: the list is the message. 400 of exactly the right CFOs beats 40,000 names every time.
Every two weeks we launch 4 to 8 campaigns. Each a unique combination of segment (no-finance-bench mid-market, PE-owned portfolio cos, new-in-seat CFOs), persona (CFO / controller / owner), value angle (fractional CFO / cost + capacity / close speed / regulatory timing), and channel.
A new CFO 90 days into the seat gets the "untangle what you inherited" angle. A PE-owned team gets the do-more-with-less cost-and-capacity math. A company hiring a controller with no finance leader gets the fractional-CFO play. Same firm, three completely different conversations.
This system produces more than leads. It reveals which segment closes fastest, at what engagement size, and through which channel. By month 3 we know exactly where to pour the budget, and the list gets sharper every cycle.
This is the part nobody tells you, and the reason leads go cold. We go heavy on infrastructure: 60 primary domains with 120 inboxes (Outlook + Gmail), plus 60 backup domains with 120 more for redundancy. But the real edge is staying ahead of the algorithm. Google is now building knowledge graphs that link your shell domains (get-axia, try-axia) straight back to axiacpas.com and flag the forward, so we route through Cloudflare proxies and cycle inboxes before a filter change burns them. We send ~2M emails/month across 20 clients, so we see a deliverability shift coming weeks before it would ever hit you alone.
Close-speed, SOX capacity, fractional CFO, cost displacement, post-acquisition cleanup. We write every angle, then test all of it against the signals we're collecting. Maybe the case-study proof wins for PE-backed targets while the cost-math wins on national-firm displacement. Constant A/B tests reveal which approach works for which moment. It's not about one approach. It's about knowing which approach fits which buyer.
The signals that say "this company needs Axia right now" are public if you know where to look. We monitor and stack them: SEC and S-1/IPO filings, recent PE and M&A deal announcements, internal-audit and SOX-compliance job postings, controller/CFO vacancies, NetSuite/ERP migration chatter, and review or directory mentions of BDO, RGP, and Cherry Bekaert. ZoomInfo gets you a list. This gets you a list of buyers, sorted by how much their finance function hurts this quarter.
48-hr audit. Domains purchased. Clay tables live. Founder intake on voice, ICP, and engagement economics.
Finance leaders mapped across PE-backed, pre-IPO, and mid-market segments. First copy round drafted, QA'd against your voice and the case-study proof.
Inboxes warmed. Soft-launch to a holdout segment. First CFO/controller demos on the calendar.
Full send across CFO + controller + audit-lead tracks. Weekly optimization cadence. First qualified engagements in the pipe.
Under 70 words. Clay fills the variables per-prospect: company, a real detail from their first 90 days (a hire, a post, a board priority), role. One pointed question, one proof number, one low-friction ask. No "I noticed you..."
+ 2 more variants tested in parallel
Dana, the first 90 days in a CFO seat usually means untangling the close, the stack, and what the board actually wants to see, all at once.
We run outsourced accounting + fractional controller support so the back office stops being the thing slowing you down. Took one client from a 30-day close to 5 with a blended onshore/offshore team.
Worth a quick compare on what you inherited at {{company}}?
Axia Accounting & Advisory
axiacpas.com
Target CFOs who changed companies in the last few months, with real personalization on each one: a hire they just made, a post they wrote, a board priority. New CFOs are wrestling with process, the stack, reporting, and investors all at once. That's the opening, not a copy-paste intro.
Target companies posting for a controller or accountant with no finance leader on LinkedIn. That's the exact profile that needs soup-to-nuts outsourced accounting plus a fractional CFO, so the offer is the whole function, not a single hire.
PE-owned companies are squeezed: the sponsor wants more information while holding costs flat, on legacy systems and people. The angle leads with process improvement plus offshore resources that lower the cost structure and add capacity at the same time. It hits the pressure a portfolio CFO feels every board cycle.
Regulatory shifts come in waves and they're conversation gold. SEC deregulation (semiannual reporting, accelerated-filer changes), tariffs hammering margins, the new tax bill. Reach the right CFOs at the moment the change lands with a "how are you handling this?" that earns a reply.
Direct competitive displacement. Target finance leaders currently using a Big 4 / national firm (BDO, RGP, Cherry Bekaert) and lead with a bold cost-efficiency claim that interrupts the pattern, positioning the smart-sourcing model as a measurable saving.
Roundtables turn a cold list into a warm room. We scrape and rank the right finance leaders by segment and signal, run the invite outreach, and fill the seats. A trust-based sale closes fastest in a room you convened.
CFO Thought Leader, The Modern CFO, Controllers Classified, and similar. Each show is 50-100 warm finance buyers and pure credibility-building. Charm handles the outreach and booking.
Audit partners and PE operators send the highest-trust leads you get. We build the referral pipeline that moves every account to "asked" each quarter, so referrals stop being luck.
axiacpas.com/their-company shows their estimated close timeline, the peer benchmark, and the 30-to-5 proof. Cold email links there. Reply rates climb when a CFO sees their own function analyzed.
If the decks and graphics feel a grade off, we take a pass on the templates, fonts, and visuals so the thing prospects actually see matches the quality of the work behind it.
Saturated mid-market accounting software space. Sales team stretched thin on inbound. Needed signal-driven targeting to cut through the noise and reach the right finance and firm leaders.
Intent-based outbound on firms hiring tech roles or engaging with cloud-accounting content. Multi-touch sequences combining email and LinkedIn. The direct analog to Axia's trigger plays: scrape the signal, reach the prospect within 72 hours.
Needed to connect with decision-makers across thousands of school districts. Like CFOs and controllers, school admins live in meetings, not inboxes, and a multi-stakeholder buy.
Dual-track strategy. Mapped every admin in every US public school, uncovered direct contacts, ran parallel campaigns recruiting licensed therapists. The same multi-stakeholder logic Axia needs across CFO, controller, and internal audit lead.
Competing against incumbents where email and LinkedIn alone don't move the prospect. Needed a real dialing operation at scale, not just copy and sequencing.
Charm built and staffed the dialing teams, layering email and LinkedIn around the call cadence on the same prospect. For Axia, the analog is phone plus LinkedIn plus email on the finance leader who never replies to a cold inbox alone.
Senior finance buyers are the same shape as these doorstep buyers. They don't reply to cold email alone. The dialing-team build at Highline is the template for the phone and LinkedIn layer Axia needs on top of email.
Pulling verified metrics from Chris before this ships.
Strong brand awareness but no systematic outbound to reach Fortune 500 buyers. Awareness without pipeline, the same gap Axia faces after the Top Advisory award.
Multi-channel outbound. 40+ campaign types, A/B tested weekly. Email plus LinkedIn plus inbound-led targeting. The same "test every angle, double down on what closes" engine we'd run for Axia across segment, persona, and proof point.
At a mid-market advisory or outsourced-finance ACV, a single new engagement covers the Growth plan many times over, and accounting relationships are recurring. Target cadence is 3 CFO/controller demos a week. At a 33% close rate that's roughly 10 new conversations a month converting to engagements that compound month over month.
3 demos/wk × ~33% close ≈ 10 engagements/mo · 1 recurring client ACV > the monthly fee
Month 1 is almost entirely setup and strategy: domains, infra, list build, copy QA. Real outbound runs months 2 through 4. If we haven't generated ROI by the end of month 4, we run month 5 completely free.
Claim your guarantee →Deep-dive on target segments (PE-backed, pre-IPO, mid-market), your voice, and the engagements you want more of. Define success metrics: demos/week, close rate, $ pipeline.
Domains, inboxes, warming, tool configuration. We build everything you need to scale outbound to finance leaders.
Launch within 2-3 weeks of kickoff. Start generating pipeline with tested, optimized campaigns built on your proof.
We'll walk through this together on Wednesday. Give the word and domains go on order the next day, your first signal-built segment lands that week, inboxes warm through week 2, and the first CFO demos hit your calendar by week 4.
Pick your kickoff date →