Is it free to create a B2B ID?

Yes — creating a B2B ID and using core actions like getting matched, sending requests and building partnerships is free for Finance, accounting & insurance. Some actions, such as Advertise, use credits.

How do Finance, accounting & insurance get clients on B2B.ID?

Your B2B ID shows what you do, who you serve and your proof of delivered work, so you're matched to clients searching for exactly that — and recommended by businesses who've seen the results.

How do partnerships and referrals work for Finance, accounting & insurance?

A referral is passing work you're not right for to a business you trust — it's recorded on both B2B IDs, and any agreed compensation is tracked between the two of you. Nothing is imposed by the platform.

Who it's for

Built for your industry

Get matched with businesses that need your service, and build referral partnerships with the advisors your clients also use.

Finance, accounting and insurance firms grow through trust and referral relationships with adjacent advisors. Your B2B ID shows your specialty and credentials, so clients and referral partners can find and vet you before the first call.

Create Your B2B ID & Start Getting Clients

Free to create your B2B ID

What Finance, accounting & insurance get from a B2B ID

Get matched with businesses that need your exact service
Build referral relationships with adjacent advisors and firms
Turn client trust into recommendations and repeat business
Reduce reliance on cold outreach and directory ads

Requests Finance, accounting & insurance send and receive

Request Meeting
Request Referral
Request Introduction

Requests

Request Meeting

Ask for a conversation with context — why now, about what.

Request Quote

Describe the work and get a scoped proposal back.

Request Partnership

Propose a specific partnership type and terms.

Request Introduction

Ask a business you know to introduce you to one they know.

SentViewedAcceptedScheduled

Every request carries context and is tracked on both sides

Challenges Finance, accounting & insurance face

Referral relationships with adjacent advisors rely on occasional coffee catch-ups.
Compliance and credibility concerns make cold outreach a hard sell.
Clients needing an adjacent service get a verbal recommendation with no record.
Proving specialty and track record takes a fresh conversation every time.

How B2B.ID helps

Be matched with businesses whose need fits your exact specialty.
Build formal referral relationships with the advisors your clients also need.
Keep every referral sent and received on record, with context intact.
Let verified credentials and track record establish trust before the call.

How it works for Finance, accounting & insurance

Create your B2B ID

What you do, who you serve, your proof

Say what you need

Clients, partners, opportunities, hires

Get matched, found or recommended

By businesses that fit

Send or receive structured requests

Meeting, quote, partnership, introduction

Track relationships and outcomes

On your B2B ID as they develop

B2B ID

Your business name

Verified business

Growth agency · b2b.id/your-business

Open to new clientsSeeking referral partnersHiring a designer

What we do

Growth strategy · paid media · CRO for B2B SaaS

Who we serve

Series A–C software companies

Where

London · remote across Europe

Delivered work

12 case studies

3 verified by client

Testimonials

From 9 businesses

Each linked to a B2B ID

Relationships

Partners · referrers

Visible, with context

Request meetingRequest quote Refer

Example B2B ID — fields shown are part of the public identity

Explore by business type

Accounting Firms CPA Firms Tax Firms Bookkeeping Firms Insurance Companies Insurance Brokers Wealth Management Firms Mortgage Companies Financial Advisors Lending Companies Financial Service Providers

Finance, Accounting & Insurance FAQ

Create your B2B ID for Finance, accounting & insurance.

Get matched, found and recommended — and send the requests that turn into business.