Agent skill · marketing growth · jeremylongshore
find-cpa-firm
Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A valuations, R&D tax credits, IPO readiness, sales-and-use tax. Triggers on "find me a CPA firm for our delaware c-corp series A audit", "shortlist three audit firms with SaaS experience", "we need a tax advisor for our M&A", or "pull contact info for these 10 accounting firm domains", even when described indirectly (audit our books, fractional CFO support, file our 1120). Drives the ServiceGraph API (api.servicegraph.co) — a 100k+ US firm catalog filterable by industry, services, location, size, ratings. Skip personal/consumer tax preparation (1040, individual estate, retirement planning), in-house controller/CFO hires, "how do I file my taxes" DIY questions, accounting-software comparisons (QuickBooks vs Xero), non-US firms, individual freelance bookkeepers.
Why this skill is useful
Provides access to a specialized API for finding and vetting CPA firms, which includes niche filtering capabilities not commonly known.
What it needs
Requires servicegraph account access. About 7k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
find-cpa-firm Overview Drive the ServiceGraph API (https://api.servicegraph.co) to find, shortlist, and enrich US business-to-business accounting and tax firms (CPA firms) via the proservices dataset. The catalog is B2B-only. Personal tax prep (individual 1040s, retirement planning, individual estate planning, personal bookkeeping for freelancers) is out of scope — those firms were filtered during the catalog audit. Always pin industry:accountingtax. Sub-services (audit, tax, bookkeeping, advisory, M&A diligence, 409A, R&D credits, etc.) are NOT separate tags — industry:accountingtax is the most specific structured level — so practice-area specialization is a keyword substring search on firm text. Any HTTP client works (curl, fetch, requests). Examples below use curl. When NOT to use this skill Personal/individual tax matters: 1040 prep, IRA/Roth conversions, personal estate planning, "what should I do with my refund". Bookkeeping for a freelancer or solo creator's personal income. In-house finance hires (Controller, CFO, Accountant). DIY tax/accounting questions ("how do I claim X", "explain depreciation"). Accounting-software comparisons (QuickBooks, Xero, NetSuite). Non-US firms / individual freelance bookkeepers. Prerequisites ServiceGraph access, either: the ServiceGraph MCP server (https://mcp.servicegraph.co) loaded in your harness — this plugin's .mcp.json wires it up; OAuth 2.1 + PKCE keeps credentials in the harness sandbox — or a ServiceGraph API key (vk…, minted at <https://servicegraph.co/profile/api-keys>) available as SERVICEGRAPHAPIKEY in the environment or .env.local for the REST path (setup steps under Auth below). An HTTP client for the REST path — the examples use curl. Instructions The loop is free-first: discovery, validation, search, and brief reads cost nothing; only unlock after the user confirms the spend. 1. Pick the call path — the ServiceGraph MCP tools if loaded, otherwise the REST flow (MCP server and Auth sections below). 2. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/find-cpa-firm