Marketing Case Studies for Accountants A portfolio of live campaigns
Marketing case studies for accountants, taken from live campaigns. Every result is tied to pipeline value: contacts, ad spend and search rankings in, pipeline out.
Pipeline value is modelled: qualified leads multiplied by each firm’s average annual fee per client, £2,400 unless a firm’s own records show a different fee (Linktax £420, Set Up Stateside £2,500). It measures opportunity, not revenue. Meta lifetime spend, GoHighLevel, Instantly and DataForSEO, 30 October 2026.
Websites built around each firm’s market
Every one designed from scratch, none from a template, and each one built to turn a visitor into a qualified lead.
Ads that stop the scroll
£5,395 of ad spend across our client accounts has produced £321,020 of pipeline.
50 qualified leads, 8 booked calls
£257 for every £1
Accrue Accounting
Live since 6 November. 2 calls booked before the ads started.
Results to follow
One Abacus
101 qualified leads
£49 for every £1
Linktax
26 booked calls
£19 for every £1
Set Up Stateside
One lead, start to finish
From a scroll on Meta to a booked call in your diary, on Accrue Accounting, 7 to 26 October 2026.
1. They see the ad
2. They qualify themselves
A few quick questions
YesNoNot sureThe Structure Check quiz: freelancer type, income, IR35 and confidence
3. They book in
Pick a time
MonTueWedThuFriStraight into the firm’s calendar
4. You see the numbers
- Ad spend
- £468
- Qualified leads
- 50
- Booked calls
- 8
- Pipeline value
- £120,000
Then search takes over
160+ page-one rankings across 11 client sites. Here is what the traffic is worth, in pipeline value.
What we put in
Wings Online Filings, London
An SEO-built website, no ad spend. 178 Google keywords ranked, and number six for “online filings”, a search made 1,300 times a month.
| Client site | Page-one keywords | Est. monthly impressions | Est. monthly clicks | Pipeline value | Basis |
|---|---|---|---|---|---|
| Wings Online Filings | 5 | 15,000 | 113 | £44,820 | CRM values, 1 Jan to 30 Oct 2026 |
| OD Accountants | 16 | 14,830 | 156 | £98,400 | Modelled |
| DG Accountancy | 30 | 7,260 | 279 | £76,800 | Modelled |
| STZ Accounting | 26 | 55,540 | 1,012 | £43,200 | Modelled |
| Supreme Consulting | 14 | 1,720 | 102 | £9,600 | Modelled |
| Anchor Accounts and Books | 9 | 107,090 | 536 | £12,000 | Modelled |
| Fiscal Umbrella | 52 | 142,090 | 2,022 | Quiz only just live | Rebuilt October 2026 |
Page-one keywords are Google UK positions 1 to 10, with impressions and clicks estimated from rankings by DataForSEO, 30 October 2026. Wings: GoHighLevel, 1 January to 30 October 2026. Anchor’s impressions are inflated by a few high-volume terms ranking 11 to 20. Fiscal Umbrella’s rebuilt site shows its pipeline once the quiz has run for a while.
Cold email that opens conversations
Every email is written for the person who receives it, from their company record and website, so no two prospects get the same message.
| Campaign | Contacts | Pipeline value |
|---|---|---|
| Zen Chartered Accountants | 8,214 | £108,000 |
| Digitz UK | 5,961 | £62,400 |
| Supreme Consult | 5,406 | £43,200 |
| WISEI | 6,188 | £19,200 |
| Four client campaigns | 26,224 | £232,800 |
An email from the Zen Chartered Accountants campaign
Just incorporated [Company]?
Quick heads-up from an accountant: I saw [Company] was incorporated recently. I also noticed you’re a [what they do] in [place].
If you’ve already got an accountant lined up, ignore this. If you’re figuring out what you need to do next with HMRC, payroll, accounts and staying compliant, we can guide you through it.
20-minute call to make sure you’re on the right track?
“This happens to be good timing for me as I’m in the process for looking for an accountant. Do you have any time this week for a call?”
“Inc a year this month. I wish you had contacted me awhile ago, I am with another firm and they seem to be doing absolutely nothing.”
“I pinned it because I wanted to reply to say the cold approach was very good, didn’t sound AI, specific to my business, and timely follow up.”
Replies are real and anonymised. In the Zen campaign, 45 replies were marked interested out of 8,214 contacts.
Questions about these results
Where can I read marketing case studies for accountants?
Our marketing case studies for accountants sit on this page and in the case studies section: Accrue Accounting, Zen Chartered Accountants, Wings Online Filings and Fiscal Flow itself, each measured in pipeline value.
Are these marketing case studies for accountants real results?
Yes. The marketing case studies for accountants come from live client campaigns, and every figure is tied to pipeline value, the qualified leads multiplied by the average annual fee. Pipeline value measures opportunity, not revenue.
What is pipeline value?
Pipeline value is the number of qualified leads multiplied by the average annual fee for that firm. It shows what the leads are worth before they sign, so you can compare channels on the same basis.
Want these numbers for your firm? On a strategy call we find where you leak, agree a target in writing, and show you the first 90 days.
Request a strategy callShall we get your system live?
On a strategy call we look at where your firm leaks between a stranger and a signed client, agree a target in writing, and show you what the first 90 days would look like. If we are not the right fit, we say so.
- 7 daysfrom kick-off to your system going live
- 90 daysto hit your target, or a full refund
- 2 to 4 hoursof your time to get started
We take a limited number of firms per niche and per area. If your slot is available, we work with only one firm like yours and no direct competitors while you are a partner.
Prefer to start smaller? Ask about the 20-day sprint, fully refunded if we miss the agreed target.