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Meet your new clients here.

Qualified, customized client opportunities for your accounting firm.

Choose referral criteria, get opportunities, send quotes, and win your new clients with the easy, hands-off way to grow your accounting business.

Featured Partners

Here's why firms prefer us.

Learn the difference working with the leading platform for accountants nationwide.

Customized leads

Highly customize your lead opportunities to get the clients you want.

Only qualified referrals

Every potential client is validated with a detailed phone call before you even see them.

5/1 ROI

Your success is our success - we go the extra mile to maximize your first year investment.

Exposure

Boost visibility for your business with new marketing opportunities.

Predictability

Know in advance exactly what you'll receive and when you'll receive it.

Diversified portfolio

Choose your potential clients based on service, client type, location, and more.

Finding new clients is now easier than ever.

Watch how you can start growing your business with high-quality referrals today.

Watch now

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Dive into our data

$100 mil revenue

delivered to accountants

200,000+

business owners using our service

1529% avg

ROI per client

5000+

prosperous partners

A results-driven marketplace made for accountants.

Your business grows on referrals. Take them to the next level with a platform built for and specialized in your industry.

Get the clients you want.

Choose the kind of clients you prefer to work with and you'll be delivered a steady stream of hand-picked, custom opportunity matches right for you.

Amplify your success.

Whether you're building your starting base or want significant growth, elevate your business with scalable, customizable packages that fit your firm's exact needs.

Marketing made easy.

Clients come to you from targeted, specialized marketing campaigns, so you enjoy the benefits of a marketing team without having to hire one.

Pre-screened, high value client opportunities.

Choose referral criteria and get opportunities delivered.

Fixed fees, transparent pricing.

Satisfied partners.

When I’m connecting with someone the lead is so warm already - and I’m not a salesperson, I’m an accountant. So, at that point, we would just discuss the logistics of the business and it pretty much was a shoo-in. I knew that they wanted to work with me.

Watch Kelli's testimonial

Your new clients are waiting.

See a live list of our opportunities looking for your services right now.

254 40 154 404 54 70 334

NY - LLC looking for CPA letter as part of VISA Application - Virtual - Individual

#298400, Manhattan

FL - Bookkeeping and General Business Accounting for individual divorce dispute - Local - Individual

#298324, Hallandale Beach

WA-Resident looking for accountant for 2019 and future tax filing

#298280, Bellevue

FL-Exercise LLC looking for accountant to handle bookkeeping and tax filing

#298275, Wellington

MD-501(c)3 organization looking for an accountant to review their 990EZ before submitting to IRS

#298271, Catonsville

CA -Resident looking for accountant for 2019 and future tax filing

#298268, Los Angeles

FL-Residents looking for accountant for 2019 and future tax filing

#298256, Palma Sola

CA-Non-profit in need of an audit

#298251, Los Angeles

NY-CPA needed to review financial statement for condo

#298250, Rockville Centre

WI -First Basis Consulting, LLC requesting SOC 2 Type 1 Audit

#298249, Brookfield

FL-Business looking for accountant for 2019 and future tax filing

#298242, Fort Myers

NY-Resident looking for accountant for 2020 tax filing and tax advice

#298097, Sunnyvale

CA-Resident looking for accountant for 2019 and future tax filing and tax advice

#298085, Mountain View

CA- certification of assets for real estate investment trust

#298068, Redding

SC- start up looking for accountant to handle bookkeeping and tax filing

#298004, Beech Island

CO-HVAC business looking for accountant to handle bookkeeping

#297956, Westminster

CA- Start up looking for general business accounting

#297953, Visalia

FL-E-commerce looking for accountant to handle bookkeeping and tax filing

#297940, Costa Mesa

CA-Non-profit in need of an audit

#297929, Alpine

CA-IRS representation settlement taxes

#297917, Ventura

AZ-Business tax filing for 2019 & Financial review

#297900, Phoenix

MO - 401k Audit For S-corp

#297893, High Ridge

CA - Forensic Accounting - Divorce prep - 2 years lookback - Individual - Remote

#297806, San Jose

NY - Ind tax prep - local - ind

#297792, Brooklyn

CA- Individual Tax filing 2016, 2017, and 2019.

#297786, Venice

PA- 2019 business tax filing for Investment LLC

#297785, Philadelphia

FL-Small airline company requiring financial audit for 2019

#297781, Miami

FL-Tax filing for 2018 taxes

#297780, Miami

NY- Ongoing Business Tax filing for Single Member LLC

#297763, Huntington

profit and loss statement and a CPA letter completed to move into my new apartment.

#297762, Tampa

NY - LLC looking for CPA letter as part of VISA Application - Virtual - Individual

#298400, Manhattan

FL - Bookkeeping and General Business Accounting for individual divorce dispute - Local - Individual

#298324, Hallandale Beach

WA-Resident looking for accountant for 2019 and future tax filing

#298280, Bellevue

FL-Exercise LLC looking for accountant to handle bookkeeping and tax filing

#298275, Wellington

MD-501(c)3 organization looking for an accountant to review their 990EZ before submitting to IRS

#298271, Catonsville

CA -Resident looking for accountant for 2019 and future tax filing

#298268, Los Angeles

FL-Residents looking for accountant for 2019 and future tax filing

#298256, Palma Sola

CA-Non-profit in need of an audit

#298251, Los Angeles

NY-CPA needed to review financial statement for condo

#298250, Rockville Centre

WI -First Basis Consulting, LLC requesting SOC 2 Type 1 Audit

#298249, Brookfield

FL-Business looking for accountant for 2019 and future tax filing

#298242, Fort Myers

NY-Resident looking for accountant for 2020 tax filing and tax advice

#298097, Sunnyvale

CA-Resident looking for accountant for 2019 and future tax filing and tax advice

#298085, Mountain View

CA- certification of assets for real estate investment trust

#298068, Redding

SC- start up looking for accountant to handle bookkeeping and tax filing

#298004, Beech Island

CO-HVAC business looking for accountant to handle bookkeeping

#297956, Westminster

CA- Start up looking for general business accounting

#297953, Visalia

FL-E-commerce looking for accountant to handle bookkeeping and tax filing

#297940, Costa Mesa

CA-Non-profit in need of an audit

#297929, Alpine

CA-IRS representation settlement taxes

#297917, Ventura

AZ-Business tax filing for 2019 & Financial review

#297900, Phoenix

MO - 401k Audit For S-corp

#297893, High Ridge

CA - Forensic Accounting - Divorce prep - 2 years lookback - Individual - Remote

#297806, San Jose

NY - Ind tax prep - local - ind

#297792, Brooklyn

CA- Individual Tax filing 2016, 2017, and 2019.

#297786, Venice

PA- 2019 business tax filing for Investment LLC

#297785, Philadelphia

FL-Small airline company requiring financial audit for 2019

#297781, Miami

FL-Tax filing for 2018 taxes

#297780, Miami

NY- Ongoing Business Tax filing for Single Member LLC

#297763, Huntington

profit and loss statement and a CPA letter completed to move into my new apartment.

#297762, Tampa

Get these clients and more.

Learn more

Our partnership starts here.

Ageras firms are called partners for a reason.

Our team is dedicated to your success, getting to know you so that you can feel confident having a partner in us every step of the way.

Meet our team

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Book a call with us

Discover & Learn

Learn more with these resources made for you.

Articles

Free tips & strategies to help you grow your business

Read articles >

Testimonials

See how accountants like you successfully use Ageras in their firm

View testimonials >

Become a partner

Book a call now and take the first step towards your growth

Book a call >

Meet our team

Learn more about who we are and our ongoing mission

About Ageras >

FAQ

Find the answers to some of our most frequently asked questions here. Read more.>

What are the benefits of being an Ageras partner?

Ageras is a results-driven marketplace made for accountants (and bookkeepers) like you, specialized in your industry and focused on your ROI. You get to benefit from the performance and results from an in-house marketing department, receiving the qualified, high-conversion opportunities you want. Your business will bring in hands-off, sustained growth and strong new client relationships.

How much does it cost to become a partner?

Partner packages come in all shapes and sizes and are tailored to fit your firm’s growth goals. Your package is scalable, and your price will be set by the number and type of opportunities that you want. Larger packages offer larger discounts, so more opportunities equals a lower price per potential client!

How do you qualify your clients?

Our client consultants screen each lead with a detailed phone call, following our strict quality standards and getting additional case information. The client is asked a series of questions to determine their seriousness including their budget expectations, timeframe to get started, and reason for looking for a new accountant. 

Do you have clients located in my area?

Our marketing is targeted for our partner network so that potential clients will fit your referral criteria, including your area preferences. We also receive a variety of clients who want to work both locally and remotely, and will let you know each opportunity’s preference.

Can I really choose my own client portfolio?

Yes! You can customize your client opportunities in five ways: company type, size, area, industry, and by which services they are looking for. You will choose these referral criteria with our team while getting started on the platform so that our client consultants know which types of potential clients to pass along to you.

What do you do to help ensure that your partners can win clients?

While we leave the closing to you, we do everything we can to provide you with the tools you need to win. All of our leads are qualified with a phone call to identify their needs and seriousness so you receive only the best opportunities. Next, our team takes matching very seriously. When you receive an opportunity, you’ll receive detailed information about the client and their case so that you can always feel confident and informed giving your quote and reaching out. Our client consultants will also follow up with your opportunities along the way to check in with their progress.

How do you ensure a positive ROI for your partners?

With Ageras, you retain the entire lifetime value of your clients, only paying the initial cost of obtaining your opportunities. We measure our success by your success, which is why our team will support you every step of the way.

How often can I expect to receive referrals?

Based on your needs and criteria, your account manager will set the expectations for you about the frequency of receiving your referrals. In your package, there is also a final delivery deadline for the opportunities you purchase. 

Where do your potential clients come from?

Businesses looking for accounting help submit requests to us looking for the right expert - but where do they come from? These leads are produced by our in-house marketing team, who ensure that we have exposure on a variety of platforms, target the clients you’re looking for, and answer market demand. This results in a high volume of real, serious business owners who are looking for your help now.

We'd love to hear from you.

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