How CPAs, Accountants and Accounting Firms Generate Leads and Clients Online

Accountants Lead Generation

Are you an accountant, CPA and/or tax planner looking to generate high quality leads online and grow your accounting firm? Are you tired of using the traditional marketing tactics like networking, word of mouth and referrals to win more clients?

If so, keep reading to learn how much to get predictable leads and sales appointments each month in your accounting firm… and automate most of the hard work.

Top tip: If you’d like to learn how accountants get 5, 15, 30 or more predictably high quality sales appointments each month without relying on networking, referrals or word of mouth then click here to watch my free masterclass training where I show you how it all works.

To see if you’re in the right place… Does the following sound like you:

  • Do you start each month wondering where your next client is going to come from?
  • Do you hate the idea of having to chase leads to work with you? Wouldn’t it be better if they were the ones chasing you instead?
  • Are you finding the traditional ways of marketing (cold calling, relying on referrals, going to networking events, sending out printed material, etc) are not as effective as they used to be?
  • Have you tried paying for leads from a lead gen company but all you got were shared leads or low quality leads that you can never seem to get hold of?
  • Have you tried paying a monthly retainer to another marketing company but struggled to get any real tangible results?
  • Do you believe marketing is important, but everything you’ve tried in the past just hasn’t worked… and you can’t figure out why?

These (and more) are the types of problems accountants face every day.

As accountants, finding the most effective way to qualify and maintain clients is crucial to maximize your time spent consulting.

So, what’s the right path when it comes to lead generation and marketing for accountants?


Before you even think about generating leads online, it’s important you have the right strategy.

Our philosophy for an effective lead generation strategy is simple: focus on getting high quality appointments with potential clients that actually want to work with you (rather than try to generate random leads with anyone).

Our method of generating leads is perfect for accountants because it allows you to focus on your expertise. You prioritize time and resources on meeting with genuine clients, while you can have a system in the background that delivers high quality appointments with your ideal clients predictably every month.

Would you like to learn how this strategy works?

All you need to do is click here to watch a step by step video that shows you the EXACT strategy you need to generate predictable LEADS and appointments each month with prospects that actually want to work with you…

Problems with lead generation for accounting firms

The problem many accountants face is that the traditional avenues for generating leads (things like getting referrals, word of mouth, networking, etc) are slow, unpredictable and difficult to scale.

Often, you have to spend a lot of time speaking to lots of different people at events before you even get a single client. Again, it can work, but it’s very time consuming and not very predictable.

Financial Advisor In-Market Data

For example, imagine you’re at a business networking event or a dinner seminar. There are 100 people in the room, but only 3 are actually looking to work with an accountant right now. You could theoretically go round the room speaking to every person until you find the 3 that are actually interested in your services.

But what if you already knew who those 3 people were? What if you ONLY spoke to those who are actually interested in working with you? That’s what our strategy allows you to do. You won’t need to waste time or money speaking to the WRONG kind of people. You can get high quality appointments ONLY with your ideal type of clients.

When we talk about “lead generation” we believe quality is better than quantity. It’s better to speak to a few really good quality prospects than speak to a hundred people who are not going to be a good fit and just waste your time.

The best lead generation options for accountants

When it comes to lead generation for accountants, not all lead generation services are the same.

The way we do lead generation for accountants is very different to what you’ll find other lead generation companies offer.

Here’s what most other online lead generation companies are doing:

  • Selling you leads they also share with multiple accountants (competitors)
  • Selling you low quality leads that are not your idea type of clients
  • Charging you a premium for leads that you could actually get on your own for a lower cost (if you knew how)
  • Selling you leads that you constantly have to chase and follow up with. Most are not interested.

But imagine…. Instead of generating “leads” with people who have no interest in actually speaking with you… What if you could generate leads that are your ideal clients and get them chasing to work with YOU?

And instead of paying another lead gen company a premium for shared or low quality leads, what if you could get your OWN leads at-cost without paying anyone else?

That’s what we do for our clients.

We give you a battle-tested and high converting system designed to generate high quality sales appointments each month with people who actually WANT to work with you. And because we’ve done this for lots of accountants, we know exactly what to do and say to get you RESULTS straight away. You can see how the strategy works in this video for accountants.

Does this really work?

The hardest part of generating your own leads is knowing what to say in your landing pages, ads, automated follow up emails, etc to get conversions.

It can normally take many months – sometimes even years – of testing to find what works.

However, because we’ve worked with a lot of accountants, we already know what works. We can save you the time and money from making costly mistakes and set up a system from the beginning that generates leads and converts these leads into high quality sales appointments.

And best of all, once it’s set up, most of it all runs on autopilot.

You no longer need to keep following up and chasing leads.

Leads will be chasing to work with you.

All you need to do is focus on having high quality sales appointments with prospects that are actually interested in being your client.

Click here to see our case studies and success stories from other accountants


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 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.