How can you find CPA firms by revenue range?

Target accounting firms in specific revenue bands to focus outreach on practices that match your ideal customer profile. Generate a filtered list, then enrich with firm size indicators like partner count and office locations.

Prerequisites#

• PromptLoop account with dataset generation access
• Target revenue range defined (e.g., 1-10M, 10-50M)
• Geographic region selected (US nationwide or specific states)

Steps#

Step 1: Generate CPA firm dataset with filters#

1. Navigate to Generate Dataset from your Datasets page.

2. Enter your query describing the target firms:

   • "CPA firms in the United States with 1-10M annual revenue"
   • "Accounting firms in California with revenue between 5-15M"
   • "Mid-size CPA practices with 2-8M revenue in the Northeast"

3. Review the preview showing sample firms that match your criteria.

4. Select number of firms to generate (typically 25-500 depending on your plan).

5. Click Generate and wait 2-5 minutes for the dataset to populate.

Step 2: Create enrichment task for firm details#

1. Go to Tasks and click Create New Task.

2. Configure task inputs to take a company website as input.

3. Add these output fields to capture firm size indicators:

Partner Count:

How many partners or principals does this firm have? Return just the number.

Office Locations:

How many office locations does this firm operate? Include headquarters and branch offices.

LinkedIn Company URL:

Find the firm's LinkedIn company page URL.

Employee Headcount:

What is the approximate number of employees? Look for team size or headcount mentioned on the site.

4. Test on 3-5 firms to verify accuracy.

5. Run on full dataset to enrich all firms.

Step 3: Export or sync to CRM#

Once enriched:

• Download CSV for analysis or outreach campaigns
• Sync to HubSpot or Salesforce to create company records
• Filter by partner count or locations to prioritize targets

Example#

Query: "CPA firms in Texas with 3-7M revenue"

Generated Dataset:

After Enrichment:

Now you can prioritize firms based on size indicators that align with your ICP.

Understanding revenue filters#

Revenue filters in dataset generation work by matching firms against multiple data sources:

• Company databases with reported revenue
• Estimated revenue based on employee count and industry benchmarks
• Self-reported information on company websites

Typical CPA firm revenue bands:

• 1-3M: Solo practitioners to small firms (2-5 CPAs)
• 3-10M: Small to mid-size practices (5-15 CPAs)
• 10-50M: Regional firms with multiple offices
• 50M+: Large regional or national practices

Quality checks#

After generation and enrichment:

• Verify firms are active (check website loads properly)
• Confirm partner count aligns with revenue expectations
• Check LinkedIn for additional validation of company size
• Remove any bookkeeping-only firms if targeting CPAs specifically

Tips#

• Combine revenue filter with geography for tighter targeting
• Partner count is often a better proxy for decision-making complexity than revenue
• Firms with 2+ locations typically have more sophisticated tech needs
• LinkedIn headcount can validate or supplement website-reported team size
• Re-run enrichment periodically as firms grow and update websites

FAQs#

How accurate are revenue estimates?
Revenue data comes from multiple sources and is generally accurate within 20-30% for small to mid-size firms. Larger firms tend to have more precise data.

Can I filter by other criteria like firm age or specialization?
Yes. Include additional criteria in your generation query like "CPA firms founded after 2010" or "accounting firms specializing in healthcare" for more specific targeting.

What if partner count is not on the website?
The task will return "Not Found" or an estimate. You can supplement with LinkedIn company page data or manual research for high-value targets.

Related#

• Find a list of CPA firms with AI
• Create your first PromptLoop task
• Build targeted business lists