Fundz for CPAs, Tax Advisors, and R&D Credit Consultants

Tax practices grow on a small number of repeating moments. A company closes a Series A — suddenly there’s an R&D credit study to scope, a Delaware-vs-home-state entity question, sales-tax nexus that just got triggered in three new states, and 409A timing pressure. A founder gets acquired — pre-close diligence, earn-out structuring, and post-close residency questions all compress into 60 days. A new CFO starts — the existing tax-advisor relationship goes up for review inside the first 90 days roughly half the time. A company hires fifty people across eight states — payroll tax and multi-state nexus just became a real problem.

Fundz turns those moments into a daily inbox. The CPA, R&D-credit specialist, or audit partner who shows up in week one with knowledge of this specific event at this specific company wins the relationship for the next decade.

Three sub-variants of the CPA/tax persona use Fundz materially differently. Find the one that fits your practice; mandate setups and outreach templates branch by sub-variant.

• Solo and 2–5-person tax practices — growth-stage SMB clients, R&D credit work, multi-state nexus, founder-direct relationships. You can’t spray; every outreach has to count. Fresh-funding alerts and new-CFO alerts are your two highest-yield triggers.
• Mid-size firms (5–25 professionals) — partner + manager + associate structure, mix of audit and tax, going-public prep, transaction support. Acquisitions and IPO-stage funding events drive your highest-margin work. New-CFO arrivals at portfolio companies are where firm-change conversations open.
• R&D credit and specialty consultants — project-based, hourly retainer, often co-source with the company’s primary CPA. Every Series A and B in tech/biotech is a potential study. Fresh-funding within 60 days is your entire pipeline.

Step 1: Fill in your ICP profile

Visit /account and complete the targeting profile: industry verticals you serve (tech, biotech, manufacturing, healthcare services), employee count band, buyer titles (CEO, CFO, Controller, Head of Finance), and a one-paragraph description of your practice. This is what powers the Daily Brief ICP filter and the Top AI Leads section — an empty profile produces generic results.

Step 2: Save a CFO-arrival saved filter on /executives

Open /executives, set the role multi-select to Chief Financial Officer (and add Controller / Head of Finance if your practice goes downmarket), set Location and Industry to your service area, and use My Saved Filters to save it. Then click Manage Email Summary for These Filters to get a daily digest of every new CFO at your ICP profile. This is the canonical surface for role-specific exec tracking — full role taxonomy, not just C-suite acronyms.

Step 3: Turn on the Slack 8-K Executive Transitions alert (CFO-only)

Visit /account?component=connectors, connect Slack, and toggle on SEC filings — 8-K Item 5.02 (Executive transitions). In the role-pill selector, pick CFO only (and CEO if you do owner-direct work). Real-time pings on public-company CFO transitions are the fastest path from event to first call. The /executives saved filter covers the slower, broader sweep; this Slack toggle is your real-time companion.

Step 4: Build your Watchlist to 100–150 companies

Open /watchlist and add the companies in your geography that are most likely to need work in the next 12–18 months: existing client referrals’ portfolios, recently-funded SMBs in your verticals, M&A-rumored mid-market companies. Watchlist is your long-cycle memory layer — a company watched today produces work a year from now.

Fundz is a signal-intelligence platform: real-time funding rounds, executive hires and departures, acquisitions, contracts, hiring intent, SEC filings, and the AI red-flag layer that parses 8-K body text for the planning-relevant disclosures (separation agreements with equity acceleration, restated 10b5-1 plans, foundation announcements).

For tax and audit practices, Fundz is your compression-event radar. Tax work compresses around four moments — funding (R&D credit + nexus), acquisition (diligence + earn-out), CFO change (firm-change window), and hiring spike (payroll-tax + multi-state). All four are surfaced in real-time by Fundz, and routed to your Daily Brief, your saved /executives filter, your Slack channel, or your Watchlist depending on how you want them delivered.