Accounting Firm & CPA Lead Finder

Enriched US independent CPA and tax-prep leads with detected accounting, tax, and practice-management software. Big Four pre-blocked.

ℹ️ Free Apify plan: ~1,000 leads per month on your $5 platform credit. After that, the Actor returns demo samples + a clear upgrade message instead of failing. Upgrade to Apify Starter ($49/mo) at apify.com/pricing for unlimited volume. PPE charges on this Actor stay the same regardless of plan.

What does Accounting Firm Lead Finder do?

Pulls US independent CPAs, tax preparers, bookkeepers, payroll services, audit firms, and fractional CFOs from Google Maps and enriches each record with website-derived signals: detected tax software (Drake, Lacerte, ProConnect, UltraTax, CCH), GL platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite), practice management (Karbon, Canopy, Jetpack Workflow, TaxDome, Liscio), payroll partners (Gusto, ADP Run, Paychex Flex, OnPay), bill-pay (Bill.com, Ramp, Brex), emails, social profiles, owner names, hiring signals, and BBB accreditation. Big Four (Deloitte, PwC, EY, KPMG), mid-tier nationals (RSM, BDO, Grant Thornton, Crowe, Plante Moran, Eide Bailly, Moss Adams, Marcum), and consumer chains (H&R Block, Jackson Hewitt, Liberty Tax) are pre-blocked.

Features

• 60+ accounting / tax / practice-management platforms detected
• Email + role-bucketed email extraction (sales, billing, executive, hr_careers)
• Owner / managing partner name detection
• BBB accreditation + rating signals
• Phone normalized to E.164 for direct CRM ingestion
• Confidence score per record so you can filter for rich leads only
• 60+ chains pre-blocked (Big Four, mid-tier nationals, consumer chains, payroll providers, outsourced bookkeeping)
• Pay-Per-Event pricing — only charged for what was actually scraped

Input

See the input schema for the full list of fields. Minimum input is search_terms and locations. Optional: enrichment_tier (base | email | premium), service_lines, exclude_chains, max_results_per_query.

{
  "search_terms": ["cpa", "tax preparation", "accounting firm"],
  "locations": ["Austin, TX", "Houston, TX"],
  "max_results_per_query": 100,
  "enrichment_tier": "premium",
  "exclude_chains": true
}

Output

Sample output: ./.actor/sample-output.json — copy-paste-ready preview of real-looking records.

First record inline:

{
  "place_id": "ChIJtQxU1Y5c9gDkHoLsPwT0X4b8fCj",
  "name": "Cedar Park CPA Group",
  "category": "Certified public accountant",
  "vertical": "accounting_firms",
  "service_line": "cpa_firm",
  "address": {
    "street": "9884 Sunset Way",
    "city": "Austin",
    "state": "TX",
    "zip": "78701",
    "country": "US",
    "lat": 30.2792,
    "lng": -97.7511
  },
  "phone": "(512) 555-1024",
  "phone_e164": "+15125550124",
  "website": "https://cedarparkcpa.com/",
  "google_maps_url": "https://www.google.com/maps/place/?q=place_id:ChIJtQxU1Y5c9gDkHoLsPwT0X4b8fCj",
  "rating": 4.9,
  "reviews_count": 184,
  "hours": {
    "mon": "8:00 AM - 6:00 PM",
    "tue": "8:00 AM - 6:00 PM",
    "wed": "8:00 AM - 6:00 PM",
    "thu": "8:00 AM - 6:00 PM",
    "fri": "8:00 AM - 5:00 PM",
    "sat": "Closed",
    "sun": "Closed"
  },
  "claimed": true,
  "scraped_at": "2026-05-10T10:23:10Z",
  "confidence_score": 0.62,
  "enrichment": {
    "tier": "premium",
    "emails": [
      "info@cedarparkcpa.com",
      "hello@cedarparkcpa.com"
    ],
    "social": {
      "facebook": "https://www.facebook.com/cedarparkcpa",
      "instagram": "https://www.instagram.com/cedarparkcpa",
      "linkedin": "https://www.linkedin.com/company/cedarparkcpa"
    },
    "tech_stack": [
      "quickbooks_online",
      "billdotcom",
      "xero",
      "ramp"
    ],
    "license_numbers": [
      "TX-101707"
    ],
    "service_area_mentions": [
      "Austin",
      "Round Rock",
      "Pflugerville"
    ],
    "year_founded": 2014,
    "fleet_hints": [],
    "homepage_title": "Cedar Park CPA Group | Austin, TX",
    "homepage_status": 200,
    "bbb": {
      "accredited": true,
      "rating": "A+"
    },
    "open_24_7": false,
    "licensed_bonded_insured": false,
    "locations_count": 2,
    "spanish_speaking": false,
    "linkedin_company": "https://www.linkedin.com/company/cedarparkcpa",
    "yelp_url": "https://www.yelp.com/biz/cedarparkcpa-austin",
    "third_party_reviews": [],
    "press_mentions": [],
    "awards": [],
    "team_size_hints": [
      "5 team members"
    ],
    "owner_names": [
      "Maria Chen"
    ],
    "employee_count": 8,
    "role_emails": {
      "executive": [
        "mchen@cedarparkcpa.com"
      ],
      "billing": [
        "billing@cedarparkcpa.com"
      ],
      "support": [
        "support@cedarparkcpa.com"
      ],
      "generic": [
        "info@cedarparkcpa.com"
      ]
    },
    "financing_processors": [],
    "payment_processors": [
      "square"
    ],
    "hiring_signals": {
      "actively_hiring": true,
      "indicators": [
        "careers page link",
        "we're hiring banner"
      ]
    },
    "insurance_carriers_accepted": [],
    "languages_offered": [],
    "online_booking_platforms": [
      "calendly"
    ],
    "customer_count_signals": {
      "customers_served": 1500,
      "reviews_count": 184,
      "projects_completed": null,
      "locations_served": null,
      "raw_matches": [
        "Trusted by 1500+ clients"
      ]
    },
    "chatbot_platforms": [
      "intercom"
    ],
    "email_marketing_platforms": [
      "mailchimp"
    ],
    "lead_capture_ctas": {
      "has_free_quote_cta": true,
      "has_get_started_cta": true,
      "has_appointment_booking": false,
      "has_callback_request": true,
      "has_contact_form": true,
      "cta_count": 3
    },
    "mobile_app_links": {
      "has_ios_app": false,
      "has_android_app": false,
      "ios_app_id": null,
      "android_app_id": null
    },
    "certifications_credentials": [
      "CPA",
      "EA"
    ],
    "financing_accepted": [
      "credit_card",
      "cash"
    ],
    "growth_signals": {
      "growth_score": 0.4,
      "components": {
        "hiring": 0.6,
        "employee_scale": 0.4,
        "multi_location": 0.5
      },
      "indicators_count": 2
    },
    "jsonld": {
      "name": "Cedar Park CPA Group",
      "phone": "(512) 555-1024",
      "email": "info@cedarparkcpa.com",
      "address": {
        "street": "9884 Sunset Way",
        "city": "Austin",
        "region": "TX",
        "zip": "78701"
      },
      "opening_hours": [
        "Mo-Fr 08:00-18:00"
      ],
      "social_urls": [
        "https://www.facebook.com/cedarparkcpa",
        "https://www.instagram.com/cedarparkcpa"
      ],
      "aggregate_rating": {
        "rating": 4.9,
        "count": 184
      },
      "employee_count": 8,
      "founders": [
        "Maria Chen"
      ]
    }
  }
}

Each item is one accounting firm lead. See the Detailed dataset view for every field, or the Overview view for the columns most outbound teams use.

Real production output from a sample run on DK Partners, PC - Austin CPA Firm (Austin, Texas):

{
  "name": "DK Partners, PC - Austin CPA Firm",
  "service_line": "cpa_full_service",
  "address": {
    "city": "Austin",
    "state": "Texas",
    "zip": "78730",
    "lat": 30.3551968,
    "lng": -97.802347
  },
  "phone": "(512) 258-6637",
  "website": "https://dktxcpa.com/",
  "rating": 4.7,
  "reviews_count": 14,
  "enrichment": {
    "tier": "premium",
    "social": {
      "facebook": "https://www.facebook.com/CRIadvisors",
      "instagram": "https://www.instagram.com/criadvisors",
      "linkedin": "https://www.linkedin.com/company/criadvisors",
      "youtube": "https://www.youtube.com/@criadvisors"
    },
    "tech_stack": [
      "sage_50",
      "wordpress",
      "google_tag_manager",
      "facebook_pixel",
      "linkedin_insight"
    ],
    "homepage_title": "Carr, Riggs & Ingram | Top 25 Accounting and Advisory Firm",
    "homepage_status": 200
  }
}

Preview (real production data)

Single-record snapshot from the same run, rendered as a table:

Field	Value
Name	DK Partners, PC - Austin CPA Firm
Service line	cpa_full_service
Location	Austin, Texas
Phone	(512) 258-6637
Website	https://dktxcpa.com/
Rating	4.7 (14 reviews)
Tech stack detected	sage_50, wordpress, google_tag_manager, facebook_pixel, linkedin_insight
Social channels	facebook, instagram, linkedin, youtube

---

Pricing — Pay Per Event

Event	Price	When charged
Base record	$0.004	Always
Email enrichment	+ $0.004	Email scraped from website
Premium signals	+ $0.007	Tax / accounting / practice management platform detected

Effective: $0.004 base / $0.008 with email / $0.015 fully enriched.

---

Platforms detected

Accounting / GL platforms: QuickBooks Online, Xero, FreshBooks, Wave, Sage Intacct, Sage 50/Peachtree, Sage Business Cloud, NetSuite, Zoho Books.

Tax preparation software: Drake Tax, Lacerte (Intuit), ProSeries (Intuit), ProConnect Tax Online, UltraTax CS (Thomson Reuters), ATX/TaxWise (Wolters Kluwer), CCH ProSystem fx / CCH Axcess, TaxSlayer Pro, Drake Zero.

Practice management for accountants: Karbon, Canopy, Jetpack Workflow, TaxDome, Liscio, Aiwyn, Practice CS, Ignition, Pixie, Financial Cents, Mango Practice.

Document / receipt automation: Dext (Receipt Bank), Hubdoc, AutoEntry, Bill.com, Ramp, Brex, Expensify, Divvy.

Client portals & e-signature: SmartVault, ShareFile (Citrix), DocuSign, Adobe Sign.

Payroll partner programs: Gusto Partner, ADP Run, Paychex Flex, OnPay.

Generic: WordPress, Google Tag Manager, Facebook Pixel, LinkedIn Insight.

---

Use cases

Accounting practice management SaaS sales (Karbon, Canopy, Jetpack Workflow, TaxDome, Liscio competitors). Filter to no-PM-detected — those are firms still managing client work in spreadsheets + email. The highest-conversion outbound segment.

Bookkeeping platform sales (QuickBooks Online ProAdvisor program, Xero Partner program, Sage partner channel). Find firms not yet on QBO or Xero and target with referral incentives. Or find Xero firms for Xero Partner expansion. Or find QBO firms for QuickBooks Live cross-sell.

Tax software competitive plays (Drake vs Lacerte vs ProConnect vs UltraTax vs CCH). Filter to a competitor's installed base. Tax software is sticky but every January is a migration window.

Payroll partner programs (Gusto, ADP, Paychex, OnPay). Independent CPAs are the #1 referral channel for payroll. Find firms with no detected payroll partner = wide-open.

Bill-pay / spend mgmt sales (Bill.com, Ramp, Brex, Tipalti, Airbase Accountant programs). Accountants who manage AP for their clients are the buyers.

Bookkeeping outsourcing partnerships. Find firms with high client load (proxy: high reviews count) and pitch white-label bookkeeping.

Practice types covered: CPA full-service, tax preparation, bookkeeping, payroll services, audit/assurance, fractional CFO, forensic accounting, estate/trust accounting, enrolled agent, wealth advisory.

---

Major chains pre-blocked (60+)

When exclude_chains: true (default):

• Big Four: Deloitte, PwC, EY, KPMG.
• Mid-tier nationals: RSM US, BDO USA, Grant Thornton, Crowe LLP, CBIZ, Plante Moran, Eide Bailly, Moss Adams, Marcum, Baker Tilly, Cherry Bekaert, Armanino, Withum, Wipfli, DHG, Frazier and Deeter, Carr Riggs Ingram, Rea & Associates, Macias Gini, Mengel Metzger Barr.
• Consumer tax chains: H&R Block, Jackson Hewitt, Liberty Tax, TurboTax, FreeTaxUSA.
• Wealth advisor chains: Edward Jones, Raymond James, Ameriprise, Morgan Stanley Wealth, Merrill Lynch, LPL Financial, Northwestern Mutual, MassMutual, Thrivent, Primerica.
• Payroll chains (these are the SaaS partners we'd refer to, not prospects): ADP, Paychex, TriNet, Paycom, Paycor, Insperity, Intuit Payroll, Gusto, Rippling, Justworks.
• Bookkeeping outsource chains: Bench, Pilot, 1-800Accountant, Merritt Bookkeeping, Bookkeeper360, Kruze Consulting, Supporting Strategies, GrowthForce.

---

Example: Every independent CPA in California using QuickBooks but not on Karbon or TaxDome

{
  "search_terms": ["cpa", "tax preparation", "accounting firm"],
  "locations": ["Los Angeles, CA", "San Francisco, CA", "San Diego, CA", "Sacramento, CA", "San Jose, CA", "Orange County, CA"],
  "max_results_per_query": 100,
  "enrichment_tier": "premium",
  "service_lines": ["cpa_full_service", "tax_preparation"],
  "exclude_chains": true
}

Filter the output for records where tech_stack contains quickbooks_online AND contains neither karbon nor taxdome — that's your warm Karbon/TaxDome outbound list. Cost: ~$30-60.

---

FAQ

Q: Is this legal? A: Yes. Data is sourced from publicly listed Google Maps business profiles and the firms' own public websites — the same public scraping any directory or sales-intel tool relies on. No login walls are bypassed; no private data is scraped. You are responsible for compliance with CAN-SPAM, TCPA, and state privacy laws when contacting the leads.

Q: Why might a run fail or return only a few records? A: The most common cause is hitting the Apify free plan's $5/month platform credit ceiling (~1,000 enriched leads). When that ceiling is hit, the actor soft-fails into a demo mode — it returns a small set of sample records plus a clear upgrade message instead of erroring out. Upgrading to Apify Starter ($49/mo) removes the ceiling. Other (rarer) causes: Google Maps temporarily blocking a search region, or an invalid locations string.

Q: How fresh is the data? A: Every record is scraped at run time. Google Maps records (name, address, phone, hours, reviews) are pulled live on each run. The website re-scrape that powers enrichment (tech stack, emails, owner names, BBB) happens on the same run — no cached site snapshots. The scraped_at ISO timestamp tells you exactly when each row was collected. No stale catalogs, no "refresh once a quarter" lists.

Q: Can I run this scheduled (daily or weekly)? A: Yes. Use Apify's built-in scheduler — point a schedule at this actor with your saved input, set a cron expression, and route the dataset to a webhook or storage of your choice. Docs: https://docs.apify.com/platform/schedules. A common pattern is a weekly run that diffs against last week's dataset to surface newly-opened firms or firms that just changed tech stack.

Q: How do I integrate the output with my CRM (HubSpot, Salesforce, Pipedrive, Apollo)? A: Four options: (1) Zapier — trigger on "new dataset item" and map fields to your CRM's create/update contact endpoint. (2) Make.com — same model with deeper branching. (3) Apify webhooks — POST the dataset to your own endpoint on ACTOR.RUN.SUCCEEDED. (4) REST API — pull the dataset via Apify's API and push to your CRM with a small script. JSON, CSV, Excel, and XML exports are all built-in.

Q: How is pricing calculated? A: Pay-Per-Event (PPE), charged per record: $0.004 base (always), + $0.004 when an email is found, + $0.007 when a premium signal (tax / accounting / practice-management platform) is detected. A fully-enriched record costs $0.015. You only pay for events that actually fire — a firm with no website still emits a base record at $0.004 and nothing more.

Q: Why are Big Four and national chains excluded by default? A: This actor is built for SaaS sales-fit — independent and small-to-mid firms that buy software through the partner or the managing-partner channel. Big Four (Deloitte, PwC, EY, KPMG), mid-tier nationals (RSM, BDO, Grant Thornton, etc.), and consumer tax chains (H&R Block, Jackson Hewitt) are pre-blocked because outbound to them goes to corporate procurement and doesn't convert. If you actually want those rooftops, set exclude_chains: false.

Q: Why are some enrichment fields empty? A: Not every accounting firm has a usable website, and not every site exposes every signal. Use the confidence_score field to filter for the richest records (e.g. confidence_score >= 0.7). The base record is always populated.

Q: How do I find firms NOT using a specific platform? A: Filter the dataset where enrichment.tech_stack does not contain the platform identifier — e.g. find firms missing karbon and taxdome to build a warm Karbon/TaxDome outbound list.

Related Actors

Related Actors from this portfolio:

• B2B Sales Triggers — intent signals (hiring spikes, funding, new openings) on the firms you find here; layer on top to prioritize outreach
• US Gov Contracts Intel — find CPA firms holding federal audit/advisory contracts (SBA, GSA, DCAA) for high-margin federal-practice outbound
• YouTube Intelligence — content marketing intel: see which firms publish tax/advisory content on YouTube (proxy for marketing budget and channel maturity)
• Google Maps Reviews Pro — pull full review history per prospect for sentiment, complaint themes, and competitor mentions
• SEC EDGAR Intel — for firms doing PCAOB-registered audit work, cross-reference filings to identify active audit engagements

Integrations

• Zapier — push records into HubSpot / Salesforce / Pipedrive / Apollo / Outreach / Salesloft
• Make.com (formerly Integromat) — automate multi-step workflows with branching and filters
• n8n — self-hosted workflow automation for teams that don't want data leaving their stack
• Apify webhooks — POST the dataset to your own endpoint on run completion (ACTOR.RUN.SUCCEEDED / FAILED)
• API integration — REST API with full dataset export in JSON, CSV, Excel, or XML
• MCP / AI agents — call this actor from Claude, GPT, or LangChain agent workflows via the Apify MCP server

Save your input as an Apify Task

Apify Tasks let you save a configured input once and re-run it with a single click - no need to re-type search terms, locations, filters, or tier settings every time. Tasks are the foundation for everything that comes next: schedules, monitor mode, and webhook routing all attach to a saved Task, not to the raw actor.

Steps to save your current input as a Task:

1. On this actor's Apify Store page, click Run with your input fully configured.
2. Click the Save as task button at the top of the run page.
3. Name the task something memorable (e.g. CPAs in Austin, TX - weekly).
4. Reload the task page and click Start anytime to re-run with the same inputs.

Tasks unlock the next two features below: scheduling and monitor mode.

Run this weekly with Apify Schedules

Apify Schedules cron-run any saved Task automatically. Pair this with the saved Task above and you get hands-off recurring runs with no manual clicks, no missed weeks, and a steady stream of fresh data into your CRM or warehouse.

Steps to schedule a Task:

1. Save your input as a Task (see above).
2. Go to https://console.apify.com/schedules and click Create new schedule.
3. Pick your Task and set the cron expression. Common patterns:
   • Daily at 9am UTC: 0 9 * * *
   • Weekly on Mondays at 9am: 0 9 * * 1
   • Monthly on the 1st: 0 9 1 * *
4. Save. Apify will run your Task on that schedule automatically, push the dataset to whatever integrations you have wired up, and fire run-completion webhooks for downstream automation.

Run weekly to keep your prospect list fresh and catch newly-claimed accounting firm listings.

Monitor mode (v2, beta)

Monitor mode is the v2 evolution of this actor and is currently in BETA. It turns a recurring schedule into a true change-feed instead of a firehose of duplicate records.

How it works:

• When this actor runs under an Apify Schedule, monitor mode is enabled automatically.
• Instead of emitting ALL records every run, it emits ONLY records that are NEW or CHANGED since the last scheduled run.
• A digest record summarizes the delta (X new, Y changed, Z removed) at the top of every run.
• Optional: provide a Slack or email webhook URL in the monitor_webhook_url input field and the digest fires there too, so your team gets the delta in their inbox or channel without polling the dataset.
• Cost: a single scheduled_delta_run event ($0.05) per scheduled run, plus standard PPE on emitted delta records only. Predictable monthly cost, no surprise bills from re-charging for unchanged records.

Monitor mode is rolling out to the top 3 actors first (this one included if it's hotel-motel-lead-finder, google-maps-reviews-pro, or mcp-accounting-firm-leads). Full portfolio coverage by end of June.

Support

• Email: support@seibs.co
• GitHub issues: https://github.com/seibs-co/apify-portfolio/issues

Changelog

See ./CHANGELOG.md.

More from the SEIB portfolio

Same data engine, different vertical — pick the one that matches your buyer:

• 🔧 Home Services Lead Finder
• 🍽️ Restaurants Lead Finder
• 🚗 Auto Dealerships Lead Finder
• 🦷 Healthcare Practices Lead Finder
• 🧘 Fitness Studios Lead Finder
• 🔩 Auto Repair Shops Lead Finder
• 🏗️ Construction Contractors Lead Finder
• 🏨 Hotels & Motels Lead Finder
• ⚖️ Law Firms Lead Finder
• 🏢 Real Estate Brokerages Lead Finder
• 💇 Salons & Spas Lead Finder

All 12 actors share the same Pay-Per-Event pricing ($0.004 base / $0.008 with email / $0.015 with premium signals) and output schema. Mix-and-match across verticals without translation logic. Built by Seibs Management LLC.

Found this useful?

If this actor saved you time or money, please consider leaving a quick review on the Apify Store. Reviews help other buyers find work that solves their problem and let me prioritize the features paying customers actually use. Leave a review: https://apify.com/seibs.co/accounting-firm-lead-finder#reviews