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From January to April, nobody hears from your partners.

Every business day, our people post, comment, and reach out in each partner's voice, inside your review rules, so bankers, attorneys, and owners know them all year.

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Why a partner's profile goes quiet

Your book depends on a handful of partners. The people who send work or hire advisors look them up, and the profiles tend to be quiet.

  • A January to April blackout

    Nobody posts during busy season, so the market goes a quarter without hearing from you. By June, a rival firm has been in front of the banker all spring.

  • A retiring partner and a book that walks

    The successor has not met the people who send the work, and the market has not seen the name.

  • A reputation for compliance only

    Owners know you for returns and audits. They have no idea you advise on sales, recaps, and succession.

What turns up when owners search your partners by name

Step 1Your name comes upAn introduction, an RFP, a conference, or a search
Step 2They look your leaders upOn LinkedIn, before the meeting
Stale profileJob title for a headline, last post in March
ResultThey move on to someone who looks current
Visible profileClear headline, recent work, active this week
ResultYour leaders are known before the meeting
Owners search a partner by name whether a banker, an attorney, a state society event, or an RFP brought the firm up. A recent record of plain-language thinking on the issues owners face shows a partner they can talk to. A thin profile shows a name on a letterhead.

How January to April stops being a blackout

Shelves of uniform gray archive boxes with blank labels beside a window and a plain white table

We handle the profile, the posts, the comments, and the new connections in each partner's voice. Your risk partner sets the review level, and every item follows it.

Your partners stay visible from January through April as well as the quiet months. Your market decides which conversations become engagements. We do not promise work, and we do not give tax or accounting advice.

  • Bankers, attorneys, and owners see your partners weekly, through busy season
  • A successor partner is introduced to referral sources months before the handoff
  • Advisory partners become known for advisory work, as well as the tax work
  • Real messages from a referral source or an owner reach the right partner within one business day
  • Partners spend about 15 minutes a week approving, and keep their review schedule

What a partner can say without selling

Topics come from each partner's interview. We keep to general terms and never name a client.

  • Plain-language explanations of tax law changes owners ask about
  • The questions owners raise before a sale, a recap, or a succession
  • What buyers look for in the financials, from a transaction advisory view
  • What a fractional CFO engagement looks like day to day, with no client detail
  • Industry focus notes for construction, manufacturing, healthcare, and nonprofits
  • New partners, promotions, and staff milestones
  • Behind the scenes in busy season, with the people named
  • Chamber, state society, and industry event notes, before and after

What stays inside your independence rules

Groundwork gives no tax, audit, or accounting advice. Posts stay general, and your risk partner decides what needs review. Your state board's advertising rules and your independence policy come first.

  • Every item needs a named approver, and a missed reply is never treated as a yes
  • A single log records the drafter, the approver, and the date for each item
  • Posts, comments, and messages follow the same review
  • Anything held for risk review is never counted as a miss on our side
  • No attest clients are mentioned unless your risk partner clears it in writing
  • No testimonials, superlatives, or claims of expertise your board does not allow
  • You keep the archive and the drafts if you ever cancel
  • 12posts a month for each partner, held until a partner approves
  • 10comments a business day on bankers, attorneys, and owners you chose
  • 160new connection requests a month to the bankers, attorneys, and owners on your list
  • 30minutes a month to review the log with your risk partner

The accounting firms this works for

A good fit

  • Partners own client relationships, and bankers, attorneys, and clients send work
  • You want to grow advisory or transaction work, where an owner and a CFO decide
  • Your risk partner will review every item at the level you set
  • A retiring partner, a new office, or a new service line makes this the year to be seen

Probably not a fit

  • A firm that will not review posts against independence and advertising rules
  • A practice built on high-volume, low-touch tax prep
  • Partners who want attest clients mentioned without clearance
  • You want a promised number of new engagements
Pale limestone and brick office building front with a blank sign band and a dark glass door

What partners ask about independence and busy season

Does outsourced LinkedIn work create an independence problem?

It can if it is done carelessly, so your risk partner decides what is reviewed and what stays out. We follow your policy, and the log shows every step.

Will you write about tax changes?

In general terms and in plain language, after your review. We do not give advice on anyone's return.

Bankers and attorneys send us work. Does LinkedIn matter to them?

It matters to the owner they send to you. That person looks up your partner before the first call.

Our partners are in review all winter. Will this still work?

Yes. We write ahead, and a partner can approve a week of items in a few minutes. Nothing goes out without a named approver.

Nearby professional services

Keep your partners visible through busy season

Book 20 minutes. We go through the review steps and the log, and your risk partner is welcome to sit in.

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