New decision-maker
A new director or FD, a director resigning, or a new owner recorded at Companies House.
Accountancy and law firm campaigns timed to new directors
Companies House shows the day a company appoints a new FD or director, and your practice's campaign reaches its MD and finance lead within 30 minutes.
The problem
Referrals reach new directors after they choose
The firm a company already knows when the need appears tends to get the call. A firm that isn't known then loses more than one piece of work, because a company tends to stay with its adviser for years.
Reformat Agency monitors up to 100 companies 24/7. An agentic workflow, steps that run by themselves, also launches a campaign when a company gets a new owner. Overdue accounts and new charges launch a campaign too, with a guide on the subject.
71%
of prospects ask friends or colleagues about potential professional services providers
Hinge Research Institute, referral marketing research · 2015 to 2017 ↗51.9%
of prospects have ruled out a referred firm before speaking to it
Hinge Research Institute, referral marketing research · 2017 ↗317,985
penalties issued by Companies House for late filing of accounts in 2024 to 2025
Annual report by the Independent Adjudicators to Companies House · 2025 ↗Alerts
The alerts we monitor for in this industry
A new FD or director at Companies House is the strongest alert for a professional firm, because a new appointment is when a company looks again at its advisers.
Companies House filing
A new accounting reference date, a new charge, overdue accounts, or a new company formed by a director.
Finance, legal or HR job advert
Bookkeeper, finance manager or financial controller roles for accountants. In-house legal or HR roles for law firms, and operations or business improvement roles for consultancies.
Growth or a move
New sites, headcount growth, new markets, funding, acquisitions or disposals, from the company's news.
Post about a problem
A LinkedIn post about cash flow, tax, an employment dispute, a contract problem, selling the business or a regulatory deadline.
Who we market for
Businesses we work with
- 1Accountants and bookkeepers
- 2Commercial law firms
- 3Business consultancies: strategy, operations, finance, and AI or digital
Decision-makers
The decision-makers each campaign reaches
- 1MD or owner
- 2FD or finance lead, or the operations lead for law firms and consultancies
- 3A second director, or the HR lead for employment law
Last page of every guide
Company records and due dates
- Next accounts and confirmation statement due dates
- Accounting reference date
- Number of directors and recent appointments
- Registered charges
- Dates and facts only, labelled Coming up or In place
Built from public records only.
Guide topics
Examples of the guide in each campaign
- Year-end and filing deadlines for growing companies
- Preparing a business for sale: the first steps
- A new FD's first 90 days: finance checklist
- In-house finance team or outsourced: the full cost
- Employment contracts when you're hiring fast
Questions
Common questions in this industry
Our profession has marketing rules.
Each campaign is factual and sourced, makes no claims about results, and is written to your profession's marketing rules, such as the SRA's or ICAEW's.
Clients come by referral.
Most prospects check with peers and look a firm up before they speak to it. A campaign at the moment of need makes your firm known before they start asking.
Contacting a business about its filings feels intrusive.
Campaigns never mention a prospect's filings or deadlines. They offer a guide at a time when the topic matters to the prospect.
Other industries
More industries we market for
Talk to us
The campaigns we would run for your prospects
Send us the companies you want to win. We show you the alerts at each one and the campaign we would launch.