Accountancy Leads
Financial-services marketing with an FCA-aware client approval workflow, agreed qualification and tracked outcomes.
Monthly managed retainer from £5,500/month or custom-priced pay per lead, subject to feasibility and an appropriate regulatory process. Setup and ad spend are scoped separately; qualification and exclusivity are agreed in writing.
An accountancy client is not a transaction, it is an annuity. A practice acquiring a limited company client at £1,800 a year with average tenure of five years is buying £9,000 of revenue. That is why paid acquisition works for practices even at lead costs that would look expensive elsewhere.
We model your target client's lifetime value at the scoping stage and work backwards to a lead price that keeps the payback period sensible.
The segments that convert
Directors of limited companies with turnover between £150k and £2m are the sweet spot: complex enough to need real advice, small enough to move quickly. Contractors convert fastest but at lower value; landlords and property portfolios are growing quickly as tax rules tighten.
We can also target businesses dissatisfied with a current accountant — the highest-intent segment there is.
- UK GDPR & PECR-aware outreach
- Documented data sources (FCA Register, Companies House)
- Your suppression lists honoured
- Your compliance team signs off all messaging
- Audit trail for every introduction
We are not authorised by the FCA. We cannot approve regulated financial promotions; your firm must arrange appropriate approval where required.
Beyond compliance work
Practices increasingly want advisory, R&D, VAT and international enquiries rather than more year-end compliance. Those campaigns run separately, produce far fewer leads, and are worth several times as much per client. Tell us which mix you want.
Pricing and qualification criteria
We work two ways. Pay-per-lead means you pay only for enquiries that meet the criteria we agree in writing before the campaign starts — no retainer, no setup fee, no minimum term beyond the first batch. Retainer campaigns suit firms that want volume, multi-channel coverage and a dedicated SDR resource.
Every lead is scored before delivery on four things: regulatory eligibility, stated intent, timeframe, and whether the prospect matches the client profile you gave us. Anything that fails is replaced free of charge.