Find CPA firm partners and technology buyers at scale.
Managing partners, firm administrators, and accounting technology buyers — verified contacts and real buying signals.
Find managing partners at California CPA firms with 10–75 staff
Found 312 CPA firm decision-makers across California. Results include verified contact info, firm size, and service specializations.
| # | Fit Score | Name | Role | Company | Focus |
|---|---|---|---|---|---|
| 1 | 93 | Patricia Lane | Managing Partner | Lane & Associates | Tax Advisory |
| 2 | 89 | Howard Kim | Firm Administrator | Kim CPA Group | Technology |
| 3 | 85 | Barbara Smith | Partner, Technology | Smith & Partners | Cloud Adoption |
| 4 | 81 | Gerald Brooks | COO | Brooks Accounting | Operations |
| 5 | 77 | Anne Nguyen | Director of IT | Pacific CPA | Security |
| 6 | 72 | Mark Davis | Practice Manager | Davis & Co CPA | Workflow |
Example searches
Search in plain English. WaffleIQ figures out the rest.
Use cases
Built for every revenue team
Close more accounting firm deals
Get started free →Reach managing partners who control the budget
At CPA firms, the managing partner is the buyer. WaffleIQ finds them directly with verified contact info.
Know which firms are ready to switch software
Technology job postings and tax season timing are the clearest signals of active software evaluation at CPA firms.
Build accounting pipeline by market
Get started free →Build territory lists by state and firm size
Create precise geographic lists of CPA firms within your market, segmented by staff count and specialty.
Track which firms are growing through acquisition
Firm mergers and acquisitions are the clearest signal of technology consolidation and new vendor opportunities.
Find your first CPA firm customers
Get started free →Target firms at the exact size your product serves
Whether your product fits 5-person boutiques or 100-person regional firms, WaffleIQ finds them by size and specialty.
Reach buyers who are underserved by current tools
WaffleIQ surfaces CPA firms still on legacy software or spreadsheets — the highest-value prospects for new accounting tools.
Enrich your CRM with CPA firm data
Get started free →Keep partner contacts current
Partner roles change with firm mergers and retirements. WaffleIQ continuously updates contact data in your CRM.
Score firms by technology adoption stage
Rank firms by their technology maturity — from paper-based to cloud-native — to prioritize highest-value outreach.
Target CPA firm buyers with precision
Get started free →Build campaigns by firm size and specialty
Create tailored campaigns for tax-focused boutiques, regional audit firms, or advisory practices specifically.
Time campaigns around tax season cycles
CPA firms evaluate new technology in summer and fall. WaffleIQ helps you reach the right firms at the right time in their calendar.
Quick start
Enter your domain. Get a tailored prospect list.
We'll suggest your top targets in under 2 minutes.
Data coverage
85,000 CPA firms.
Traditional databases have almost no coverage.
Accounting firm partners and administrators don't appear in standard B2B databases. WaffleIQ sources them from state CPA board licensing records, AICPA member directories, IRS PTIN databases, and firm websites.
85K+
CPA firms indexed
79%
Of CPA partners not in standard B2B databases
7x
More CPA firm coverage than Apollo
<2min
To build a verified CPA prospect list
AI-powered
AI agents that find CPA firm buyers across regulatory and professional sources.
WaffleIQ searches state CPA licensing boards, AICPA registries, and professional association data to surface accounting firm decision-makers.
Key capabilities
Find CPA firm buyers at scale.
Qualified list in under 2 minutes.
State CPA board sourcing
WaffleIQ pulls from all 50 state CPA licensing databases to find every active CPA firm and their principals.
Practice area filtering
Filter firms by specialty — tax, audit, forensic accounting, advisory, estate planning, or small business services.
Firm size and staff targeting
Target firms by staff count, partner count, revenue, and office locations to find your ideal firm size.
Technology adoption signals
Surface firms running aging software or recently posting technology-related jobs — a sign of active evaluation.
Frequently asked questions.
Ready to build pipeline
Find your next CPA firm customers.
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