How CPA’s, Accountants and Accounting Firms Generate Leads and Clients Online

When it comes to generating leads, every business in every sector encounters the same problem. Whether you prefer old-fashioned methods or have reached into online marketing, choosing the right way to attract a high number of potential customers may seem like you’re stuck between a rock and a hard place.

For example, 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 maximise your time spent consulting. When approaching marketing strategies, you may have considered the following options:

Option 1: Stick to traditions

Generating leads through word-of-mouth referrals or networking events can deliver those genuine and loyal clients that fuel your business.

Back when forming a partnership with a business was a more long-term relationship, this was the most common method of marketing for accounting firms.

But nowadays this method is becoming less effective, as social media and search engines have allowed clients to do their research and compare options before working with an accountant.

Option 2: Online lead generation services for accountants

If you’ve ever tried some kind of “lead generation” service where you pay $x amount per lead, you’ll likely know some of the problems associated with that business model.

For starters, a lot of lead generation companies share your leads with your competitors.

Secondly, those leads aren’t guaranteed to be interested in your services.

Finally, you’re likely spending most of your time chasing and trying to follow up with these leads and it’s hard to ever get hold of them.

Although some lead generation services might work, most people we speak to have had negative experiences with a “pay per lead” type of service for accountants.

Option 3: DIY marketing?

You might decide to handle your own marketing, teaching yourself how to generate your own exclusive leads each month without paying another marketing company a premium for shared leads.

This sounds perfect in theory, but the problem is that there is so much information out there it’s hard to know what will work specifically well for accountants and what is just noise or going to be a waste of your time, money and resources.

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

The best strategy for generating leads 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 sales leads is perfect for accountants because it allows you to focus on your expertise. You prioritise 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?

Click here to watch the a step by step video that shows you the EXACT strategy you need to generate predictable appointments each month with prospects that actually want to work with you in a way that is automated, consistent and scalable.