New Client Agent · CPAs and bookkeepers

Be the first CPA a new owner hears from.

Meet new owners beyond your referral network. Start with the filtered Monday list. Add Mail for letters in your voice and a number that shows who called.

Your territory. Your voice. Your approval.

How your week works

Your first move, made weekly.

01 · Read

The agent reads the filings.

Your agent reads the latest public filings for your territory each week.

02 · Decide

The poor fits come out.

Poor fits are removed. You see the reason behind each recommendation.

03 · Prepare

Your letter is ready to review.

With Mail, the agent writes in your voice. You approve; Blaze Agent prints and mails.

See it in action

See the letter

A useful introduction, in your voice.

Offer something useful, in your voice. Your signature makes it personal; the response number shows who called.

You approve every letter before it mails.

MORALES & CO. ACCOUNTING
2214 W Platt St · Tampa, FL 33606

Dear Luis,

Congratulations on registering Cornerstone Concrete LLC last week. The first months bring plenty to juggle, from job costs to keeping business and personal expenses separate.

I put together a one-page first-90-days checklist for new contractors. If you’d like a copy, call or text. It’s yours, with no obligation.

Dana Morales

Dana Morales, CPA · Morales & Co. Accounting

P.S. For your free first-90-days checklist, call or text and mention HB-0419.

Call or text
(813) 555-0148
Mention code
HB-0419
Scan or visit
go.blazeagent.com/HB0419

You received this letter because Cornerstone Concrete LLC appears in Florida’s public business filings.

To stop mail from Blaze Agent customers:
go.blazeagent.com/remove

A real letter. A useful reason to say hello.

The cost of adding mail

One good client can cover the year.

From $299 a month, letters included. Track the replies and see your cost per conversation.

From $299a month, letters included

Plain answers

Before you start.

Is this just a list?

The Monday list shows businesses worth a closer look. With Mail, the agent also writes the introductions, prints and mails what you approve, and tracks replies.

Will the letters sound generic?

You set the voice and offer. The agent writes for each business, and you approve every letter before it mails.

What happens on Monday?

Your filtered list arrives by email. If you add Mail, you also get letters to review and approve.

A person behind the service

Need a hand? Mark is here.

Need help with your territory or your letters? Call or text Mark.

Get the Free Monday List →
Mark Mitchell
Alpharetta, Georgia
(470) 518-5187 · call or text