ClientBridge connects growing electrical, plumbing, and HVAC firms with the tax preparers and financial planners who actually understand their business.
Most contractors claim the standard vehicle mileage and call it done. Equipment depreciation, workers comp premiums, insurance — all deductible, rarely captured.
They find a CPA once a year for tax filing. No quarterly planning, no forecast, no proactive advice. Until something breaks — then they're scrambling.
Past $500k, contractors face job costing, multi-state licensing, workers comp audits, and fleet depreciation. Their cousin's H&R Block software wasn't built for that.
Most trade contractors file Schedule C and miss deductions. Most never talk to a CPA until April. And the ones who grow past $500k in revenue face real complexity — equipment depreciation, workers comp, job costing — that their cousin the CPA can't help with.
"75% of trade contractors with revenue over $500k have no dedicated financial advisor — but they'd hire one if they found one who understood their business."— Industry analysis, 2025
ClientBridge identifies growing trade firms — electricians, plumbers, HVAC companies — then delivers them to you pre-qualified and ready to meet.
We identify growing trade firms in your market — electricians filing new contractor licenses, HVAC companies with fleet additions, plumbers crossing revenue thresholds.
We score them against your ICP — your target geography, client size, and specialty. You only see the firms that actually fit your practice.
You get a weekly digest of qualified prospects ready to be reached — with firm details, signal type, and contact info. You focus on advising, not prospecting.
We monitor contractor license filings, fleet registrations, business registrations, IRS filings, and SBA loan events — surfacing home services firms before they go looking for a CPA.
Every lead is scored against your ICP with signals that actually matter for trade contractors — revenue thresholds, license type, fleet size, and state-level signals.
Every lead gets a match score based on company size, industry fit, estimated revenue, and behavioral signals. Focus your time on the 20% that converts at 80%.
Sync with HubSpot, Salesforce, or your existing practice management tools. Lead data flows in automatically — no manual entry, no duplicate records.
Phone numbers, email addresses, and firm details verified in real-time. No bounced emails, no wrong numbers — every lead is ready to contact on day one.
Your lead flow runs continuously — not just during tax season. Build year-round relationships with trade firms so when April hits, you're their first call.
Most tax preparers and financial planners specializing in home services trades are one bad quarter away from taking whatever leads they can get. ClientBridge changes that — you get the leads, we find the signals, and you decide who to pursue.