How Accounting Leads Can Grow Your Tax Firm (Best 6 Strategies)

Accountants Lead Generation

How accounting leads can grow your accounting firm

Are you an accountant, CPA and/or tax planner looking to generate high quality leads to grow your accounting firm?

If so, keep reading to learn how much to get predictable leads and sales appointments each month in your accounting firm…

BUT WAIT! Before you learn HOW to get accounting leads, you need the right STRATEGY.

And by ‘strategy’ I’m talking about a way where you can get:

  • Exclusive accounting leads
  • Your OWN leads without paying a marketing / lead gen company
  • Leads chasing to work with you (rather than you chasing them)
  • High quality leads with ANY marketing budget (big or small)
  • Predictable high quality appointments with your ideal clients each month
  • Leads with people actively searching for your services in real-time

All of this and more can only be done IF you have the right strategy.

What is the best lead gen strategy for accountants?

Before you start ANY lead generation campaign, CLICK HERE to watch a free video training I’ve recorded that walks you through the BEST strategy to get predictable high quality leads & appointments each month.

Although it can work for any type of business that needs high quality appointments, it works particularly well for accountants as you can see from these case studies.

So, have you finished watching this video that goes through how the strategy works?

If so, GREAT!

Now that you have the right strategy in place, keep reading to learn how to get accounting leads each month.

The problem with traditional accounting leads

The problem many accountants face is that the traditional avenues for generating leads are getting worse each year.

Here is a list of traditional lead generation channels accountants are using:

  • Networking events
  • Cold calling
  • Speaking at seminars
  • Attending seminars
  • BNI
  • Referrals
  • Word of mouth
  • Cold calling
  • Cold emailing

It’s not that these channels don’t work at all. They can. The problem is that the results you get are very small for the amount of time, money and effort you put in.

So, is there a better way?


Here are the some of the best ways to generate accounting leads each month in your accounting firm.

1. LinkedIn Lead Generation for Accountants

Automate LinkedIn Lead Generation

LinkedIn is a great way for accountants to generate leads because you can pin-point exactly the type of business owner you want to target. For example, you can target people on LinkedIn by:

  • Job title
  • Industry
  • Company size
  • Keywords
  • Seniority level
  • Years of experience
  • And more!

The biggest mistake most accountants use when trying to generate leads with LinkedIn is to spam or pitch their services to people straight away.

A better LinkedIn strategy is to ask people if they want to watch a short educational video first and then if they like what they hear on the video they can schedule a call to learn more.

You can learn how to do this in Step 2 of my Free Masterclass training on The 5 Steps to Predictable Appointments Each Month.

2. Google Lead Generation for accountants

Google PPC vs Social Media

Google is an excellent way for to get accounting leads for FREE. Accounting leads from Google enables you to target people who are actively searching for your services.

You can do this by answering questions that your potential cleints are searching for. The more questions you answer on your website, the higher the chances are you will appear at the top of Google.

This strategy allows you to get warm accounting leads, appointments and clients every month.

For example, chances are you’re reading this article right now because of a Google search you made. This is proof in itself that this strategy works. To rank this article at the top of Google for “accounting leads” or other similar search terms, we just created an article showing you how to get accounting leads.

You can do exactly the same in your accounting firm!

But how do you know the BEST questions to answer on your website? How do you know what questions are most likely going to convert into clients? You can learn how to do this in Step 4 of my Free Masterclass training on The 5 Steps to Predictable Appointments Each Month.

3. YouTube Lead Generation for Accountants

Free YouTube leads

YouTube is probably one of the best channels for accountants to generate leads because most accountants are NOT using YouTube to grow their accounting firm. This means that competition on Google is very low.

To generate leads on YouTube, it works very similar to generating leads on Google. All you need to do is answer questions your potential clients are asking (or searching for).

The only difference is that instead of answering these questions in written content for your website, you would answer the questions in a video format and upload it to YouTube.

In other words, you can answer the same question on Google and YouTube.

But once you answer questions on a YouTube video how do you generate leads from this content? Easy. You send them to a marketing and sales funnel that helps them out even more. It’s kinda like what I’m doing when you click here.

4. Facebook Ads Lead Generation for Accountants

Fb Lead Ads 2

Another way you can generate accounting leads is by using Facebook ads.

How does it work?

After spending around $1,000 on Facebook Ads, Facebook will tell you your cost per lead. Once you know your cost per lead, you can decide how many leads you want to buy each month on Facebook.

For example, if your cost per lead on Facebook Ads is $10, if you want 100 leads, you would pay Facebook $1,000 ($10 per lead x 100 leads = $1,000)

The advantage to using Facebook ads to get accounting leads is that you can choose how many leads you want on-demand.

However, keep in mind that Facebook ads will only work well IF you have a high converting funnel.

To learn how to create a high converting appointment funnel, see Step 3 of my ‘5 Steps to Predictable Appointments Each Month

5. Buy accounting leads online

A popular way accountants generate leads online is by buying leads from a lead generation company.

Does buying accounting leads work?

It depends on the types of leads you’re buying and the strategy being used to generate the leads in the first place.

If you’re buying lead lists or shared leads, chances are it won’t work very well.

If you’re buying exclusive high quality leads, then there’s a higher chance buying leads will work for your accounting firm.

The advantage to buying leads from a lead gen company is that you don’t have to do any work to generate your own leads.

The disadvantage to buying online leads from a lead gen company is that you often pay a lot more for each lead and you’re not in full control of your marketing.

See also: Should you buy online leads?

6. Optimize your existing accounting website for leads

If you’re already getting traffic going to your website, chances are most people are leaving your website WITHOUT converting.

How can you fix this?

You can get more accounting leads convert on your website by sending people to free educational content where they have to enter their name & email to access the content.

This allows you to build trust with potential clients (by showing them free educational content) and it allows you to follow up with leads that don’t convert straight away.

Most accountants are trying to get someone to convert into a client straight away, but this rarely happens.

The reality is, if someone finds you online, they don’t know, like or trust you.

So you need to start building trust and showing potential clients the value you can provide.

The best way you can do this is with a short video presentation (I call this a “Video Sales Letter” or a VSL) that explains how you can help your clients and why your solution is better than other alternative solutions.

Tip: The hardest part about creating a VSL is knowing what to say in the VSL. But because we’ve worked with lots of accounting firms, we can show you what you need to say to start getting conversions straight away.

How much do accounting leads cost?

The cost of accounting leads can range from $0 (free) to $150 (very high quality leads with business owners or high net worth individuals).

Free leads: These are leads you generate organically from Google or YouTube search. These are the BEST leads since they are the most profitable and they convert very quickly because these are people actively searching for your services right now

Cheap leads: These are low quality leads that you can buy online from various lead gen companies. Cheap leads usually cost less than a few dollars each. Cheap leads are usually either shared leads or leads from databases. Don’t expect many (if any) of these leads to convert into clients. You get what you pay for!

Paid advertising leads: You can buy your own exclusive leads by running ads on Facebook, Google or YouTube. The cost per lead will be based on the type of leads you’re looking for. If you’re just looking for end of year tax filing clients, the cost per lead will probably be no more than $5 to $10. If you’re looking for tax planning leads with high net worth individuals or business owners, expect to pay around $10 to $50 per lead.

Leads from Lead Gen Companies: Buying leads from lead gen companies requires the least amount of work on your end, but it is also the most expensive option. Expect to pay anywhere from $20 to $150 per lead (largely depending on the quality of the lead).

See also: How to target business owners with Facebook ads


By now you should have some good ideas for how to generate accounting leads in your accountancy firm.

If you want to learn more about how you can generate leads for your accounting firm, the next step is to watch a video that will walk you through how the strategy we use works step-by-step.

Click here to watch the video and see how it all works in action.

IF you like what you hear on the video and want our help to set this up for you, you’ll then have the option to schedule a call and we can go through how it all works in more detail and answer any other questions you might have.