FundzKnowledge Base
Playbook · CPAs and tax advisors

Fundz for CPAs, tax advisors and R&D credit consultants

AI made execution free. Knowing first is the whole game now.

Tax and accounting work bunches up around a few events: a company raises money, buys or sells a business, loses its CFO, changes auditors or restates its numbers. Fundz shows you those companies in your market every morning, with the finance leader to reach and the reason the work is urgent now.

What Fundz does for a tax or accounting practice

  • Fresh funding. A new round means more hiring in more states, R&D spend worth a credit study, and a board that wants cleaner books.
  • Acquisitions. Every deal needs due diligence, purchase accounting and tax structuring on both sides.
  • A finance seat with nobody in it. When a CFO or controller leaves, the close, the audit and the tax calendar still have to happen.
  • Signs of financial pressure. Auditor changes and restated financials show up in the Companies under financial pressure card, in plain words.

Set up once (10 minutes)

Do this once. It takes about ten minutes, and it is what turns every number on your dashboard from the whole country into your own market.

  1. Tell Fundz who you serve. Open your targeting and fill in Target Criteria (industries, company size, locations) and Your Business Profile (a sentence or two on what you do and who for). Every morning Fundz scores the newest companies against these and fills Clients to reach today on your dashboard. How Daily Leads work
  2. Make your plays count your territory. While your cards still count the whole market, a Make these numbers yours box appears under Your plays this week on your dashboard. It asks where you work, which industries and what company sizes, starting from the targeting you already gave. Save it and every card that can be narrowed shows In your saved filters, with your own count beside the whole-market number. It only fills lists you have not set up yet, so it never overwrites a filter you built.
  3. Connect your inbox so SmartSend can send from your own Gmail or Outlook, and connect HubSpot or Salesforce if you use one. SmartSend
Not sure what to type? Use the Ask or tell Fundz anything box on your dashboard and say it in your own words, for example "companies in Texas with 50 to 500 employees that just raised". Talk to Fundz

Your daily routine (15 minutes)

About 15 minutes, top to bottom of your dashboard. The page is laid out in the order you work it.

Before the rest
Leaders left with nobody in the seat
The list at the very top of your dashboard: six companies where a senior leader left and nobody has been named to replace them. Companies covering a gap at the top often bring in outside accounting and tax help. Each name opens the company page, and Open the full list shows every one.
Minute 1
Read your Daily Intelligence Brief
On the Pro and Strategic plans, a short, plain-words summary of what happened overnight at companies you care about. Each item carries a suggested next step and, where Fundz has the right person, a SmartSend button and Add to targets. Daily Briefing
Minutes 2 to 8
Work Clients to reach today
The companies picked for you today, ranked by what just happened at each one and how well it fits your targeting. Each row says why it is here. Pick the two or three you would most like to take on as clients, open the company, and either SmartSend the right person or press Add to targets to work it over the next few weeks.
Minutes 8 to 15
Clear Today
One list of the companies you are already working: who replied, which follow-ups are due and what just happened at your targets. Deal with each row right there. Press Handled once you have answered a reply. How Today works

Your plays this week

The Advisory dashboard puts one list at the very top, Leaders left with nobody in the seat, and five cards under Your plays this week. Each card counts one kind of moment and opens the exact list behind its number.

Leaders left with nobody in the seat
Top of your dashboard · last 30 days
TriggerA senior leader, often the CFO or chief accounting officer, left a public company and nobody has been named.
WhoThe CEO, the audit committee chair or the controller now covering the seat.
Why nowThe close, the audit and the filings keep coming whether or not the seat is filled.
Next stepOffer interim controllership or close support until a new CFO starts. Open the full list
Companies under financial pressure
Your plays this week · last 30 days
TriggerA filing reports an open problem: a bankruptcy filing, a lender calling a loan, an exchange listing notice, restated financials, or an auditor change with a going-concern or control warning. Routine auditor changes and companies back in compliance are left out.
WhoThe CFO, the audit committee chair or the CEO.
Why nowAn auditor change with a going-concern or control warning means a new firm is being chosen under pressure. A restatement means the finance team needs help rebuilding trust in its numbers. Routine auditor rotations are on the full SEC list under Auditor Changes.
Next stepLead with the specific event and the one piece of work you would take off their plate. Open the full list
Leadership overhauls
Your plays this week · last 90 days
TriggerSeveral executive changes at one company in 90 days.
WhoThe CEO and the newest finance leader.
Why nowA leadership team in flux often brings in outside help, and new leaders re-examine who does the tax and audit work.
Next stepOffer a no-cost review of the tax calendar or close process. Open the full list
Companies that just bought or sold a business
Your plays this week · last 30 days
TriggerA company bought or sold a business.
WhoThe CFO of the buyer or the seller.
Why nowPurchase accounting, tax structuring and state filings all land in the months after a deal.
Next stepOffer transaction tax or post-deal integration support. Open Acquisitions
New senior leaders
Your plays this week · last 14 days
TriggerA company appointed a new senior executive, often a new CFO.
WhoThe new leader.
Why nowA new executive sets a plan in the first 90 days, and often brings in outside help to do it.
Next stepCongratulate them and offer an outside view of their tax position. Open Executives
Just raised money
Your plays this week · last 7 days
TriggerA company closed a funding round.
WhoThe CFO, or the CEO at smaller companies.
Why nowNew money brings new expectations from the board. Hiring across states creates tax filings, and R&D spend can qualify for credits.
Next stepOffer a credit study or a multi-state review scoped to the round. Open Fundings

Your weekly routine

Monday
Scan Your plays this week
Each card counts one kind of moment in your market this week and opens the exact list behind its number. Work the cards with the biggest counts in your saved filters first. The role tabs above the cards (Sales, Recruiting, Advisory, Investing, Founder, Raising) let you peek at another role's plays; the one marked you is yours.
Monday
Look ahead with What happens next
Below your plays, Likely to raise next and Likely to be acquired list companies from your saved filter that look set to do it soon. Reach them before the news. Predictive Intelligence
Tuesday
Read the SEC Daily Briefing
Under SEC Intelligence in the sidebar, the Daily Briefing sums up the day's public-company filings in plain words. On Pro and Strategic, the 10-K/10-Q analysis flags risks and talking points for any company you are about to call. SEC Intelligence
Wednesday
Check Lender Intelligence
On the Strategic plan, Lender Intelligence shows companies whose business loans are coming up for renewal (Renewal Radar) and companies borrowing from two or more lenders at once (Stacked Borrowers). Both are early signs a company is refinancing and may need help with the numbers. Lender Intelligence
Friday
Review My targets
Move each company to its stage (To contact, Contacted, Replied, Meeting, Won, Lost) and set its next step. Tick Email me when there's news at my targets once and Fundz emails you when something happens at one of them. My targets · Target news email

Reach the finance leader

  1. Open the company. Every company name on your dashboard opens its page: what just happened, funding history, hiring, momentum and the people. Company profiles
  2. Find the CFO or controller. Search the company's people for free, then press Reveal email only on the person worth reaching. A reveal uses one contact credit.
  3. SmartSend. Fundz drafts a short email that mentions the event, you edit it, and it goes from your own inbox. Follow-ups stop when they reply on Outlook, and wait for your OK on Gmail. SmartSend
  4. Or warm it up first. Engage matches the signals at your target companies to your own LinkedIn connections, so you can start with someone you already know.

What to say

Hi Rachel, congrats on the new round. Growth like that usually means new hires in new states, and the payroll and sales-tax filings follow. We help funded companies get ahead of that before the year-end rush. Worth a short call?
Hi David, I saw you changed audit firms. Transitions are a good moment to look at the tax side too. We work alongside audit teams at companies your size. Happy to share how we would hand off the tax calendar cleanly.

Troubleshooting

The numbers look like the whole country

You have not saved a territory yet. Use Make these numbers yours under Your plays this week, or set your targeting. A card marked Whole market is a signal that cannot be narrowed to a territory, so it always counts everything.

A card says zero in my saved filters

Nothing new happened inside your filter in that window. The card also shows the whole-market count, so you can widen the filter or open the full list.

A page in this playbook is missing from my menu

Your sidebar shows the pages for your role. Click All tools at the bottom of the sidebar to see everything. The same button then reads as your role's view (for example Recruiter view), which takes you back.

My daily list is empty

Your targeting needs industries, company size, locations and a business profile before leads can be scored. Finish or widen your targeting and leads arrive the next morning.

Ready to run this playbook? Fundz sets up tuned to how you work.Start with this playbook →