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Thank you for reaching out. Someone from the Yellowood team will contact you within 24 hours to schedule your free strategy call.
We find, qualify, and book discovery calls with PE-backed and VC-backed companies — directly onto your calendar. You focus on the work. We keep the funnel full.
Serving CPA firms, fractional CFO practices and accounting advisory firms across the US
You built your practice on expertise — not sales. But without a predictable pipeline, even the best firm stalls. Here is what we see every day.
Client work fills every billable hour. Business development falls to the bottom of the list — every single week.
Inbound leads are random. You get whoever comes — not the high-value PE-backed clients you are built to serve.
Without qualified new clients entering the pipeline consistently, growth stalls regardless of how exceptional your work is.
We handle the entire outbound process end to end — from identifying the right prospects to booking the call. You just show up prepared.
Our AI system searches thousands of company profiles to find PE-backed and VC-backed businesses matching your exact criteria — every week, automatically.
Each prospect receives a tailored multi-touch email sequence — written in the language of finance, not generic marketing copy.
Interested prospects book directly through your Calendly. Before each call you receive a full prospect brief so you walk in prepared.
We specialize in one space only. That focus is what makes our outreach convert where generic agencies fail. Click any service to learn more.
We connect CPA and accounting advisory firms with PE-backed and VC-backed companies that need outsourced accounting, financial reporting, and advisory services.
We connect fractional CFO practices with Series A to pre-IPO companies that need senior finance leadership but are not ready for a full-time CFO at $300,000 per year.
We find fast-growing companies that have outgrown their bookkeeper but are not ready for a full-time controller — the exact sweet spot where outsourced controller services win.
We reach companies approaching their next funding round, investor audit, or M&A transaction — the moments when clean financials matter most and urgency to act is highest.
Every number below comes from live campaigns. We report on one metric: booked qualified calls. Everything else is noise.
All metrics represent live campaign data. Individual results vary based on firm positioning, service offering, and market timing. Every engagement is backed by our 3-layer guarantee — zero calls in 60 days means a full refund. We share realistic expectations on your strategy call.
"We had tried two other lead gen agencies before Yellowood. Neither understood how to speak to a CFO. Yellowood's first email got a reply within 48 hours. We closed our first client from their pipeline in week 6."
Here is exactly what happens after you sign — week by week, with full transparency at every stage.
A dedicated onboarding call where we map your ideal client profile, define targeting criteria, understand your services and exclusions, and establish your unique value proposition. We also set up your dedicated sending domain and begin the 2-week email warmup process so your emails land in inboxes, not spam folders.
We source your first 200–300 qualified prospects using our AI-powered lead discovery system. Every contact is verified, enriched with company context, and quality-scored. Simultaneously we write your 5-touch outreach sequence — you review and approve before a single email is sent.
Campaign launches at controlled volume — 30 to 50 emails per day, ramping up steadily. We monitor open rates, reply rates, and deliverability in real time. Every reply is handled within minutes. Interested prospects are moved to booking immediately. Your first weekly performance report arrives at the end of Week 3.
By week 5 to 6, the first booked calls are landing. You receive a full pre-call brief for each prospect including their background, pain points, and our recommended approach. Campaign optimization runs continuously — subject lines tested, underperforming sequences rewritten, targeting refined based on what is converting.
Every month we have more data on what works specifically for your firm. Open rates improve. Reply rates increase. Booked calls arrive faster. We expand into new prospect segments, test new messaging angles, and grow your pipeline volume as your capacity allows. The longer we run, the better it gets.
Every engagement includes a minimum booked call guarantee. We are accountable to results — not activity metrics, not vanity numbers. Qualified calls on your calendar.
Our guarantee works in three clear layers — a 60-day full refund if we book zero calls, free months for any month we miss your minimum, and a clean exit clause after 3 consecutive misses. Everything is in writing from day one.
Zero calls in 60 days? Full refund, contract ends immediately. No questions asked.
Miss your monthly minimum? Next month is completely free. Always.
3 consecutive misses? Either party can walk away. No penalties. No charges.
We never send from your main domain. Your brand reputation stays safe always.
Every Yellowood client receives a written guarantee specifying the minimum number of booked qualified calls we will deliver each month. Our guarantee has three clear layers — no fine print, no ambiguity.
If we book zero qualified discovery calls within your first 60 days of active campaign — you receive a 100% full refund and the contract terminates immediately. No forms. No negotiation. You owe us nothing.
If at least 1 call is booked within 60 days the refund is forfeited and the engagement continues. From that point — if we fall short of your monthly minimum in any given month, your next month is completely free.
You never pay for a month where we underdeliver. The free month counter resets to zero any month we hit your guaranteed minimum.
If we fall short of your monthly minimum for 3 consecutive months without hitting it once — either party may elect to cancel the engagement with no further charges and no penalties. Clean exit for both sides.
We will always conduct a full campaign audit and propose a relaunch strategy before recommending termination. We never let underperformance drift silently.
We believe in accountability over promises. Every layer of this guarantee is in your contract from day one.
Three tiers built for different growth stages. Every plan includes the same quality of targeting, outreach, and reporting — at different volumes. Click any plan to get started.
Book a free 20-minute strategy call. We will show you exactly how many qualified prospects exist in your target market — before you spend a dollar.
Fill in your details and we will be in touch within 24 hours to schedule your call.
Thank you for reaching out. Someone from the Yellowood team will contact you within 24 hours to schedule your free strategy call.