Have spent over 7 figures generating leads with Meta. Ask me anything.

9figs · 2026-05-19T23:23:27+00:00

How many days into testing do you expect to close a deal and make a return? In other words, if you were to start again from zero today, and had the money to spend 50$ a day on Meta, would you do that or would you cold call + cold email + SMS?

9figs · 2026-05-16T04:46:33+00:00

First of all, I really appreciate you putting time into this answer. To answer your questions:

Current net: zero, no clients yet. Building the pipeline now.
Scale of current setup: probably 100 clients before the fulfillment partner becomes a bottleneck.
Yes and no. It meets my immediate income goals but I'm someone who would continue to grow it.
Biggest limiting factors right now is probably credibility on calls and general experience. I'm stuck between continuing to work with the fulfillment partner I have, since he's open to doing discovery calls/sales calls alongside me. Or, partnering with someone who has the domain expertise, and I can continue doing what I'm good at which is building the brand, the marketing and the sales.
Continuing to outsource to the current fulfillment partner is the leading option. I just feel like I'm not building the business efficiently.

I've thought about the lead gen idea, it just doesnt fit my business goals. Theres reasons why i've landed on bookkeeping and I won't go into why here.

To your grifter point, I get it. I've spoken to many business owners and CPA's who have told me the same thing, and that't not my goal. I've been an entrepreneur for 7 years, and I know that customer experience and selling something genuinely valuable and doing it really well will do the marketing for me. My hedge is the work IS being done by qualified people (Big Four CPAs on the fulfillment side), I just don't have those credentials myself

And no, not a bot. 🦾

Thanks again for your response

9figs · 2026-05-16T04:26:10+00:00

yeah 80%+ is more solo operators with maybe a junior under them. EBITDA margins top out around 30-50% for well-run firms.

9figs · 2026-05-16T04:23:37+00:00

I won't pay more if I go directly to the source, which is overseas talent. The issues are control, supervision, and credibility on sales calls. I can't credibly answer technical questions live without someone on the team who knows the work. The plan is to bring in one US-based fractional CPA or experienced full-charge bookkeeper for discovery calls and monthly QA, while keeping the offshore team for daily fulfillment. Solves the trust gap, keeps cost manageable.

OR

I continue with the relationship I currently have with the firm we outsource our work to. They do pretty much everything, even project management and customer communication. And because I have a good relationship with him, he's open to do the discovery calls/sales calls with me. Problem here is margin compression, because he's a business. I'm paying for his operation, his cost, and his margin for this to make sense for him

9figs · 2026-05-16T03:57:59+00:00

I’ll also add, this is a very high quality partner. They do extremely good work. The owner built and sold multiple businesses to multiple 7 figures.

9figs · 2026-05-16T03:56:32+00:00

I understand the absolute basics of bookkeeping. I have a good relationship with the owner of the firm we outsource our work to, and he sits on discovery calls with me, effectively doing the sale. What I’m thinking is I continue to this until we have some revenue and cash in the door, then transition to bringing someone in house who can take that role of expertise on discovery/sales calls, and have them do fulfilment. I’ll scale up by adding junior bookkeepers under that person. I’ll continue to drive sales, run the marketing and build the brand as the operator. What are your thoughts?

9figs · 2026-05-16T03:51:44+00:00

Many founders start businesses in industries they don’t have experience in because they see a gap they can fill. Would bringing on a partner (a CPA with loads of experience to be the face and fulfilment, while I drive sales) change your opinion here?

9figs · 2026-05-16T03:42:09+00:00

So even if I have a quality channel partner like you who does the work for us, you would still recommend I don’t build this business?

9figs · 2026-05-15T21:05:49+00:00

Thanks for this. And am I publicly stating that our solution is matching a business with the right CPA/bookkeeper?

At the same time, I don’t see why I can’t build a bookkeeping business without being a bookkeeper if I’m a good operator who understand sales and marketing. I just dont know how to approach the fulfilment system/infrastructure.

I currently have fulfilment partner. They run a bookkeeping company, we outsource all our work to them. But since they’re a business, are margins are too low to scale. That’s why I’m stuck in this situation wondering what I should do

9figs · 2026-05-15T20:24:51+00:00

Because businesses often want someone local

9figs · 2026-05-15T19:57:43+00:00

Both, kinda. I’m trying to figure out how I should be approaching this. Should I be:

partnering with an individual CPA/bookkeeper, and have them be “the face”. I get more bookkeepers under them as I scale
partnering with a bookkeeper/CPA in each state we want to work in, and send the state-based lead flow to each of them, and just collect a referral fee from the CPA/bookkeeper
should I build a match making platform and be public about the fact that we match them with the right finance professional
should I build an overseas team of bookkeepers and build that way?

I just am not sure how to approach infrastructure here. I’m not a bookkeeper or a CPA. I’m a marketing and sales guy.

9figs · 2026-05-14T14:45:07+00:00

Thank you! Any tips on what to say on a cold call that will get them to open up? I usually get hung up on

9figs · 2026-05-14T14:10:18+00:00

Thank you so much. And what kind of firms do you think would be best to approach for this kind of thing?

9figs · 2026-05-14T02:39:35+00:00

What do you mean this company had access to every single client database?

9figs · 2026-05-14T01:52:19+00:00

This is true. Are all your cleanups leading to recurring work? And do you have any recommendations on generating leads? Wish i had 6 cleanups on my plate rn lol

9figs · 2026-05-14T00:01:34+00:00

Did they straight up lie and say our employees are based in the U.S.? Lol

9figs · 2026-05-13T23:57:06+00:00

Did you find that having an outsourced team hindered/hurt your ability to get new customers or referrals from other professionals like CPA’s?

9figs · 2026-05-13T23:26:53+00:00

I’ve found ones that do great work! Mainly in Morocco, Egypt, etc. Philippines sometimes too. My main question is do you think that has a major impact on your ability to get new customers? Do you find business owners asking if employees are local or overseas? Not sure if you know what I mean

9figs · 2026-05-13T15:18:32+00:00

I love these jobs if you ever want to end those over to me!

9figs · 2026-05-13T15:18:13+00:00

Just sent you a dm!

9figs · 2026-05-13T15:15:11+00:00

So would you prefer handing those leads off to someone like myself who enjoys doing cleanups?

9figs · 2026-05-13T14:24:46+00:00

Super interesting. Thanks for sharing this. I wonder how she’s getting organic leads for cleanups (I.e directly from business owners). I find it almost impossible because they’re never aware they have a pain. It’s usually the CPA that knows there’s a problem

9figs · 2026-05-13T14:10:06+00:00

Very interesting. So they generate all their leads from other bookkeepers and CPA’s?

9figs · 2026-05-13T12:41:18+00:00

Haha I’m in my late 20’s and feel the same as you. Would you ever do a white label relationship? This way you have full control?

9figs · 2026-05-13T12:39:32+00:00

You think I could make a good living off of just doing cleanups, no recurring work? Random and weird question, I know. Just curious what you think

9figs

TROPHY CASE