For accounting firms, company intelligence isn't just about compliance - it's a competitive advantage. The firms that leverage data effectively win more clients, deliver better service, and build stronger relationships.
The Accountant's Opportunity
Accountants are uniquely positioned to add value through company intelligence:
- You already understand financial statements deeply
- Your clients trust your advice
- You have regular touchpoints throughout the year
- You can spot opportunities others miss
Client Acquisition
Identifying Prospects
Use company data to find ideal prospective clients:
- Companies with late filings - May need new accountant
- Growing companies - Outgrowing current advisors
- Companies approaching thresholds - Need audit services
- New incorporations - Need accounting services from start
Personalised Outreach
Make your approach relevant:
- Reference their recent accounts filing
- Mention their growth trajectory
- Identify specific opportunities or risks
- Show you understand their industry
Demonstrating Expertise
Use insights to show value before you're hired:
- Offer a free "health check" using public data
- Share relevant industry benchmarks
- Highlight areas where you could add value
Client Onboarding
When taking on new clients, company intelligence helps you:
- Understand context quickly - Review history before first meeting
- Identify risks - Spot issues in prior filings
- Set expectations - Understand the work involved
- Price appropriately - Assess complexity upfront
Ongoing Client Service
Proactive Monitoring
Monitor your clients for:
- Approaching filing deadlines
- Director changes that need processing
- PSC changes requiring updates
- Address changes to record
Benchmarking
Compare client performance to peers:
- Industry averages for key ratios
- Growth rates vs sector
- Profitability comparisons
Advisory Services
Use insights to have better conversations:
- Identify improvement opportunities
- Spot concerning trends early
- Provide strategic recommendations
AML Compliance
Accountants have AML obligations. Company intelligence helps:
- Verify client company details
- Identify beneficial owners
- Check director backgrounds
- Monitor for suspicious changes
CorporaOne provides all the company verification data accountants need for AML compliance in one platform.
Workflow Integration
Integrate company data into your practice:
- Practice management - Auto-populate client details
- CRM - Enrich contact records
- Client portals - Show company information
- Reporting - Generate client-facing reports
Case Study: Growing a Practice
A mid-size accounting firm used CorporaOne to:
- Identify 500 companies in their target market with late filings
- Personalise outreach based on company-specific insights
- Win 25 new clients in 6 months
- Increase average fees by 30% through better scoping
Getting Started
For accounting firms, CorporaOne offers:
- Unlimited company searches
- Full director and ownership data
- 10+ years of financial history
- Monitoring and alerts
- AML-ready verification data
Start your free account and discover how company intelligence can grow your practice.