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Professional Services · Nationwide

Accountants & CPAs lead generation

Exclusive leads for CPA firms and bookkeepers — small business bookkeeping, tax preparation, advisory — delivered into Ignite CRM with instant follow-up. Just $150/mo for smaller services, or no monthly fee on big-ticket cases: you only pay when you close (where permitted).

Get Accountants & CPAs Leads
Call 980-330-6025
The Problem

What's holding most CPA firms and bookkeepers back

Tax season crunch, slow summer

Need recurring monthly clients

Referral-only growth

Our Approach

How we generate accountants & cpas leads

We generate year-round recurring bookkeeping and advisory clients so your firm isn't dependent on tax season alone.

Cases we target

  • Small business bookkeeping
  • Tax preparation
  • Advisory
  • Payroll

What you get

  • Exclusive accountants & cpas leads for your service area
  • Catalyst funnels + local SEO pages for your towns
  • Instant AI text-back, 24/7
  • Ignite CRM — manage each deal start to finish
  • Optional payment processing & text-to-pay
  • Automated review requests
Pricing

Accountants & CPAs lead generation pricing

Smaller jobs · under $1,000
$150/mo
Flat monthly fee · month-to-month · Ignite CRM included
Big-ticket cases · $1,000+
% of each closed case
$0 monthly fee · you pay a percentage only when a case closes · % set by trade & ticket size · where permitted by your licensing rules
See all pricing
Free · No Obligation

Get a free accountants & cpas lead plan

Every plan is built around your trade, your service area, and the jobs you actually want. You'll get a straight answer on cost: just $150/mo for smaller jobs, and no monthly fee at all on big-ticket jobs. You only pay when you close.

  • Exclusive leads — never shared
  • Ignite CRM access included
  • Customer financing options (as low as 0%)*
  • Just $150/mo for smaller jobs · $0/mo + pay-per-close on big tickets

*Through third-party lenders, subject to credit approval.

Get your free lead game plan

Tell us about your business. We'll show you where your next customers are coming from and what it costs: just $150/mo for smaller jobs, or a percentage of each closed deal on jobs $1,000+ (no monthly fee).

FAQ

Accountants & CPAs lead generation FAQ

How much does lead generation for CPA firms and bookkeepers cost?
It depends on your typical case or client value. For smaller-value services (under $1,000), it's just $150/month. For higher-value cases ($1,000 and up), there's no monthly fee at all: you only pay an agreed percentage when a case or client closes, where your licensing rules permit it. We set the exact percentage together on your free strategy call.
Are the accountants & cpas leads exclusive?
Yes. Leads we generate for your practice or firm are not sold to other CPA firms and bookkeepers.
What kinds of clients do you target?
We focus on small business bookkeeping, tax preparation, advisory, payroll — and we can weight campaigns toward the cases with the best margins for you.
Do you work with CPA firms and bookkeepers outside Charlotte?
Yes. We're headquartered in Charlotte, NC and work with CPA firms and bookkeepers nationwide. Campaigns are targeted to your own service area.
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Talk to a Human

Prefer to talk it through? Let's chat.

Call now for a free consultation — no pitch, no pressure. We'll map out exactly what your business needs to get more leads.

Call for Free Consultation980-330-6025
Want more leads for your business? I can show you what we'd do in your area.
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