Whitlock CPA Group
Atlanta, GASignal
Karbon tier upgraded. 4 senior tax hires. New advisory service.
Detected5 hours ago
Sources
Karbon directoryIndeedfirm site
Suggested action
Reach managing partner with advisory-tooling stack pitch.
Know when accounting firms are expanding services, before tax season starts.
Satellyte surfaces accounting firms that are actively in-market, before they fill out a form.
Signal · 01
PCAOB filings
New audit registrations and state CPA board updates.
Signal · 02
Tool migrations
Karbon, Canopy, and Drake swaps detected via job posts.
Signal · 03
CPA hiring
Senior associate and manager roles posted across geos.
Signal · 04
Service expansion
New advisory or wealth-management lines launched.
[01] The Window
Pre-tax season is the only window. 90 days, then it locks.
0130-90days
Window between first signal and a vendor decision.
02Stacked
Multi-signal scoring ranks prospects by intent.
03<10%
Of buying signals appear in static databases on time.
04<3 min
To pull a signal-filtered prospect list.
Accounting firms make tooling and service decisions in the 90 days before tax season. After January 1 the budget is gone until the following August. Satellyte surfaces firms in that window.
[03] How it works
From signal to outreach in one workflow.
Step 01
Detect
Satellyte watches the open web for the change events that flag a buyer is moving toward a decision.
Step 02
Prioritize
Multi-signal stacking ranks prospects by intent so the strongest movers surface first.
Step 03
Act
Outreach suggestions are anchored on the exact signal detected, ready to send from inside the workflow.
[04] Signal examples
What a signal looks like for Accounting Firms.
Brookhaven Accounting
Boston, MASignal
PCAOB new registration. Drake to Lacerte migration in motion. Audit manager hiring.
Detected1 day ago
Sources
PCAOBIndeed
Suggested action
Pitch Lacerte implementation or competing tax software.
Pine & Cove
Phoenix, AZSignal
New wealth-management line. 2 advisor hires. Office expansion underway.
Detected2 days ago
Sources
Indeedreal estate filings
Suggested action
Pitch wealth-management CRM or portfolio reporting tool.
FAQs · Accounting Firms
What signals does Satellyte detect for accounting firms?+
How is this different from a static CPA list?+
How fresh is the data?+
Can I filter by firm size or service?+
Can I combine signals?+
Do you cover non-US firms?+
What does outreach look like?+
How long is the buying window?+
Further reading
Go deeper on Accounting Firms signals.
How-to
How Vendors Find Accounting-Firm Clients in the Pre-Tax Window
A signal-based system for finding accounting firms in the August-October buying window.
Cold-email templates
Cold Email Templates for Vendors Selling to Accounting Firms
Three cold email templates for accounting-vendor outreach, anchored on PCAOB filings, tool migrations, and advisory launches.
Signal guide
7 Signals That Tell You When an Accounting Firm Is Buying
The 7 signals that flag an accounting-firm expansion or tool decision. PCAOB filings, Karbon migrations, CPA hires.