Neriar AI
For CPA, Advisory & Accounting Firms

End the feast-or-famine cycle of client acquisition.

The AI Growth Engine is a fully managed cold email system that secures 10+ qualified appointments booked every month — so you can stop chasing leads and get back to billable work.

Book Your Free AI Growth AuditEstimate Your ROI
10+ qualified appointments booked/mo guaranteedBuilt by advisory, accounting/CPA & finance operators
Pipeline OverviewLive

10+

Qualified appointments booked this month

4,200

Emails sent

18.5%

Reply rate

10+

Booked

Live Growth EngineRunning

  1. Prospect Sourced

    ICP-matched decision-maker identified

    01

  2. AI Personalized

    Email written to their pain point

    02

  3. Sequence Sent

    Delivered from warmed inbox

    03

  4. Reply Captured

    AI SDR qualifies intent

    04

  5. Qualified Appointment Booked

    Added to your calendar

    05

0 hours

Manual prospecting required

10+

Qualified appointments booked / month

24/7

Prospecting and follow-up

100%

Done-for-you & managed

The Advisor's Dilemma

You're brilliant at the work. Winning the work is another job entirely.

Independent businesses, advisors, and accounting firms rarely lose because of skill. They lose momentum because business development is manual, inconsistent, and impossible to scale alone.

Non-billable hours lost to prospecting

Every hour spent writing emails, chasing referrals, and manually following up is an hour you can't bill to a client.

Inconsistent, unpredictable lead flow

Referrals dry up. Networking stalls. One quarter you're overbooked, the next you're wondering where the next engagement comes from.

No scalable acquisition system

Your pipeline lives in your head and your inbox. There's no repeatable engine that reliably fills your calendar.

Without a system
  • Manual prospecting between client deliverables
  • Feast-or-famine revenue swings
  • Referral dependence you can't control
  • No visibility into next quarter's pipeline
With the AI Growth Engine
  • A fully managed outbound system that runs whether you're billing or on vacation.
  • AI-personalized emails written to the exact pain points of your ideal clients.
  • An AI SDR that qualifies replies and books qualified appointments straight to your calendar.
  • Predictable, compounding lead flow you can forecast quarter over quarter.
How The Engine Works

A five-stage system that turns cold contacts into booked calls.

Fully managed from end to end. Follow the process below — it advances automatically, or click any step to explore.

ICP-matched prospects

  • Independent Strategy Consultant

    12 employees · Advisory

    96% fit

  • Boutique Tax & Accounting Firm

    8 employees · CPA

    92% fit

  • Fractional CFO Practice

    Solo · Finance

    89% fit

  • Regional Bookkeeping Firm

    15 employees · Accounting

    84% fit
Results & Proof

Predictable pipeline, measured every week.

The difference between manual prospecting and a managed AI Growth Engine compounds fast. Here's a representative ramp for an independent business or advisory practice.

Simulating pipeline…

Qualified Appointments Booked

Manual Outreach vs. AI Growth Engine

0

appts / mo

+820%

18.5%+

Average positive reply rate

vs. 0.5% cold-email benchmark

60

Qualified appointments booked by month 6

from a standing start

11×

More appointments vs. manual

same headcount

< 30 days

To first qualified booked meetings

after ramp-up

What counts as a qualified booked appointment

A qualified appointment is a meeting booked with a decision-maker who matches the mutually approved ideal-client profile and has expressed interest in discussing the client's services. No vanity metrics — only meetings that can turn into revenue.

Before

Reactive & referral-dependent

  • 3–4 sporadic conversations a month
  • Hours of manual prospecting between projects
  • Revenue that swings quarter to quarter
After

Proactive & predictable

  • 10+ qualified appointments booked monthly
  • Outreach runs automatically, hands-off
  • A pipeline you can forecast with confidence
In Their Words

Business, Finance and Accounting firms who stopped worrying about the next client.

“We went from chasing referrals to turning down work. The engine books me qualified calls with the exact firms I want — I just show up and advise.”
24 calls booked in 90 days

Daniel Reyes

Principal, Independent Strategy Advisor

“As a small accounting firm we never had time for outbound. Neriar handles it end to end. Our pipeline is finally something I can plan the year around.”
23.5% positive reply rate

Marion Whitfield

Managing Partner, Boutique Accounting Firm

“The personalization is what sold prospects — replies mention how relevant the emails felt. It reads like I wrote each one myself.”
From 0 to 18 meetings/mo

Gerald Okafor

Founder & CPA, Regional Tax Practice

Case Studies

Problem. Solution. Result.

Explore how the AI Growth Engine transformed lead generation across the financial and accounting niche.

Strategy Advisor case study: Independent Strategy & Ops Advisor

Problem

A solo advisor relied entirely on referrals and past clients. Between engagements, prospecting stalled completely, creating stressful 6–8 week gaps with no new pipeline.

Solution

We built an ICP of mid-market operations leaders, warmed three sending domains, and launched AI-personalized sequences referencing each prospect's recent company milestones. The AI SDR handled qualification and scheduling.

Result

24

qualified calls in first 60 days

18.9%

positive reply rate

$142k

new engagements closed

“I finally have a pipeline that doesn't depend on who I bumped into last month.”

— Independent Strategy & Ops Advisor
ROI Calculator

Estimate what a predictable pipeline is worth.

Adjust the inputs to your practice and see the revenue potential of the AI Growth Engine.

20
25%
$8,000

Estimates are illustrative and based on your inputs. Actual results vary by offer, market, and close rate.

New clients / month

5.0

Estimated added revenue / month

$40,000

Annualized

$480,000

Get Your Custom Growth Plan
The Offer

The AI Growth Engine, done entirely for you.

One managed system that owns your outbound end to end — from finding the right prospects to booking qualified appointments on your calendar. You focus on the work you love; we keep the pipeline full.

The Neriar Guarantee

A minimum of 10 qualified appointments booked per month — or we continue managing your campaign at no additional fee until we deliver them.

Get a Custom Proposal

What's included

  • Fully managed AI-powered outbound lead generation system
  • Ideal-client profiling and continuous list building
  • Dedicated sending infrastructure, warmed and monitored
  • AI-personalized copywriting tailored to each prospect
  • AI SDR for reply handling and appointment setting
  • Live performance dashboard with weekly reporting
  • Ongoing A/B testing and optimization
  • A dedicated growth strategist from our team
Why Neriar AI

Unparalleled credibility with the people we sell to.

Most lead-gen agencies have never sat in your seat. We have. Neriar AI was founded by operators with deep roots in accounting, tax, and financial management — the exact disciplines our clients live and breathe.

That means we don't just send emails. We understand the operational problems of independent advisory and small accounting firms, and we translate that understanding into outreach that earns trust and books qualified appointments.

01

Rooted in accounting & finance

A background in accounting, tax, and financial management means we understand your billing model, margins, and buyers from the inside out.

02

Operators, not just marketers

We've built and managed companies ourselves. We know the operational pressures of running a lean, expertise-driven practice.

03

Fluent in your clients' language

Messaging that resonates because it speaks to real financial and operational pain — not generic sales pitches.

Frequently Asked Questions

Everything you need to know before your audit

Straight answers on how the AI Growth Engine works, what we guarantee, and why it fits consultants and accounting firms.

It's a fully managed, done-for-you outbound system. We handle ideal-client profiling, list building, dedicated sending infrastructure, AI-personalized copywriting, and an AI SDR that engages replies and books qualified appointments directly on your calendar — all reported through a live performance dashboard.

Still have a question?

Book Your Free Audit
Book Your Free AI Growth Audit

Your next 10 booked qualified appointments start with one conversation.

In 30 minutes we'll map your ideal clients, size your pipeline potential, and show you exactly how the AI Growth Engine would run for your practice. No pressure, no obligation.

  • A custom lead-generation plan for your niche
  • Your projected qualified-appointment volume
  • Clear next steps — only if it's a fit

Pick a time that works for you.

Choose an open slot on our calendar and we'll confirm your free audit instantly — it only takes a minute.

Book My Free Audit

30 minutes · Video call · No obligation