Qualified meetings
Business owners and organizations aligned with your accounting or bookkeeping services. Qualification standards are agreed together.
Industries / Accounting & bookkeeping
Build your pipeline beyond referrals.
Managed B2B appointment setting for accounting & bookkeeping businesses. Explore whether your offer and target market are a fit.
The work between you and growth
You have a business
to run.
Client deadlines come first. Consistent business development can get pushed behind the monthly work and the next busy season.
AIVA handles the work before the sales conversation, so your team can focus on the opportunity in front of them.
What you receive
Meeting intelligence
Know the business and the agreed reason to meet. You assess the work, define the scope, and set the engagement terms.
One accountable partner
A managed engagement, a clear review cadence, and visibility into progress.
Your team stays in charge
We get you to the meeting.
You take it from there.
You own the relationship, the proposal, and the close. Your engagement is built around your offer and the buyers you want to reach.
Reviewed personally by Austin or Michael. No obligation.
Built around your business
Put your market on the calendar.
Tell us what a worthwhile sales conversation looks like for your team.
Reviewed personally by Austin or Michael. No obligation.