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Case Study: Curated Contact List of CPAs & Bookkeepers

Building a Curated Contact List of CPAs & Bookkeepers in Central Texas (Google Maps and AI Enabled)


The Challenge

A client approached us with a targeted outreach need: They wanted to connect with Certified Public Accountants (CPAs) and bookkeepers in Williamson County and Travis County, Texas.


However, they lacked a reliable, up-to-date list of contacts. They had tried gathering data from online directories and networking events but found it time-consuming and incomplete.


Pain points:

  • Scattered and outdated online business listings

  • No centralized directory of active professionals in the target region

  • High risk of sending outreach to firms that were closed or had invalid contact details

Our Process

1. Targeted Web Scraping & Research

We began by collecting data from a combination of reliable online sources:

  • Google Maps & Business Profiles

  • Professional directories

  • Chamber of Commerce listings

  • LinkedIn company profiles

We scraped and cross-referenced this data to extract:

  • Business Name

  • Street Address

  • Contact Name (owner or managing partner where available)

  • Professional Email Address

  • Removed secondary office locations

Result: An initial raw list of 150 unique firms across the two counties from Google Maps with data reformatted by ChatGPT.

 

2. Business Verification & Email Testing

Before handing over the data, we verified:

  • Business status as Open (closed/inactive were moved to separate sheet)

  • Email validity through a test email message

  • Manual confirmation through website links or LinkedIn activity where needed

Twenty-one (21) firms were identified as no longer in operation or unreachable via their provided contact details

Final list contained 129 verified, active CPA/bookkeeping firms

 

3. Delivery & Client Enablement

The final contact list was delivered in Excel format, ready for direct use in CRM tools or outreach platforms. The list included:

Field

Description

Business Name

Full registered company name

Street Address

Mailing address for physical mailings

Contact Name

Primary owner or managing contact

Email Address

Verified business email

Website URL

Website URL

The client could sort, segment, and target contacts with ease.

 

Outcome & Impact

The client received a clean, verified list of 129 local firms

Enabled precise targeting for outreach campaigns

Saved the client an estimated 15+ hours of manual research

Avoided email bounces and wasteful communication with closed businesses

 

Client Testimonial

“This list was exactly what we needed—clean, accurate, and ready to use. We launched our outreach the next day without a hitch. It’s the kind of groundwork that’s hard to do well on your own.”

— Owner, Accounting Application Development Firm

 

Summary

Metric

Result

Total Firms Identified

150

Firms Removed (Inactive/Closed)

21

Final Verified Contacts

129

Counties Covered

Williamson & Travis, TX

Deliverables

Excel list with 4 key fields

List Usability

CRM/Email/Direct Mail Ready


Conclusion

This project shows how strategic research and data verification can turn fragmented online information into a powerful business development tool. For any business targeting local professionals, the value of a clean, curated contact list is immeasurable.

 

Do you need a curated list of potential customers in your region or industry?

Let’s work together to build a contact list that’s ready to convert. Subscribe or send me an email to chat about your project.


~ Xolo


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