How to Choose a PPC Agency for Accountants

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How to choose a PPC agency for accountants

Written for owners of accounting and CPA firms with 2 to 20 staff who are considering paid search and want a selection process rather than a gut feel. It covers what an agency actually controls, how fee models shape behaviour, and the reporting you should require from month one. Around ten minutes to read.

10 min read Last updated: 16 August 2026
TL;DR

The short version

  • Paid search buys attention. Whether that attention becomes a client depends on your landing page, response time and sales process.
  • Fee model shapes behaviour. A percentage of spend rewards bigger budgets; a fixed fee rewards efficiency. Ask which applies and why.
  • You should own the Google Ads account, the conversion tracking and the landing pages. Access should survive the relationship ending.
  • Judge agencies on cost per booked meeting and cost per signed client, not clicks, impressions or form fills.
  • Test sector knowledge in the first meeting by asking which searches they would exclude, not which ones they would buy.

Why this decision is harder than it looks

Knowing how to choose a PPC agency for accountants matters more than it should, because the pitches are close to identical. Most agencies show the same case study format, the same platform badges, and the same promise of measurable growth. Independent reviews of the sector make the same observation: agency proposals look alike, and most reporting stops at surface metrics rather than business outcomes.

Paid search for accountancy is unusual for two reasons. First, the searches that matter are commercially valuable to a lot of firms at once, so competition for a small set of terms is heavy and click costs sit far above consumer averages. Second, the buying cycle is longer than a click. Someone searching for a limited company accountant in March may open three tabs, request two quotes and decide in April. If your tracking stops at the form fill, you will misread the whole campaign.

This guide sets out how to run the selection as a procurement exercise. It covers what an agency genuinely controls, how to test sector knowledge quickly, how fee structures change incentives, what reporting to require, and what needs to exist in your practice before paid traffic is worth buying at all.

What a PPC agency actually controls

Before you compare providers, separate the parts of the process the agency owns from the parts you own. Most disappointing campaigns fail in the second group.

Inside the agency's control

  • Keyword selection, match types and the negative keyword list
  • Bidding strategy, budget pacing and campaign structure
  • Ad copy, extensions and testing cadence
  • Geographic and schedule targeting
  • Conversion tracking setup, if you commission it

Outside the agency's control

  • What happens on the landing page after the click
  • How fast someone in your firm responds to the enquiry
  • Whether your pricing and positioning suit the enquiries arriving
  • Whether the enquiry is followed up more than once
  • Your close rate on a first call

This split is worth writing down before any meeting, because it changes the questions you ask. An agency that only wants to talk about the ad account is describing half a system. One of the more common complaints from UK practice owners is agencies blaming the client when performance drops. That blame is sometimes fair and sometimes an evasion. You can only tell the difference if the boundary was agreed at the start.

The practical test: ask a prospective agency what they would need from you for the campaign to work, and what they would do if you failed to provide it. A good answer is specific about response times, landing page control and access to outcome data. A vague answer here usually means a vague relationship later.

How to test sector knowledge in one meeting

Every agency will say they have worked with professional services firms. That claim is cheap. Sector knowledge in accountancy paid search shows up in what somebody excludes, not what they buy.

Ask what they would block

Search terms around accounting are full of expensive irrelevance. Students looking for courses, people wanting free templates, software comparison searches, job seekers, and other practices researching competitors all click. An agency that has run accountancy accounts will answer this fluently and mention negative keyword lists as an ongoing task rather than a setup job.

Ask how they separate service lines

Someone searching for help with a late self assessment return and someone searching for an accountant for a growing limited company are different buyers with different values to your practice. If both land on the same generic page, your cost per client will look worse than it needs to. The answer you want describes campaigns and landing pages mapped to service lines and client types.

Ask about geography and platform choice

Most UK accountancy demand on paid search runs through Google, and that is where budget should start. Microsoft Advertising is worth testing later, since click costs are usually lower and the audience skews towards business users on Microsoft defaults. An agency that opens with a multi platform plan before the core Google account is profitable is spreading budget rather than concentrating it.

Ask what they would not do

Broad match with automated bidding on a small budget, no call tracking, and display network expansion left switched on are all quick ways to spend money with little to show. An experienced operator will name at least one thing they refuse to do early on.

How fee models change agency behaviour

You cannot judge value on the fee alone, since you are not told what the fee buys in hours or seniority. What you can judge is the incentive the model creates.

Percentage of ad spend

The agency earns more when your budget rises. That is fine while the account is scaling profitably and awkward when the honest recommendation is to spend less. If you use this model, agree in writing what happens when cost per acquisition rises above your threshold.

Fixed monthly management fee

The incentive shifts towards efficiency, because the agency's income does not move with your budget. The risk is under servicing once the account is stable. Ask what work is included each month and what triggers a review.

Performance based or hybrid

Attractive in principle and difficult in practice for accountancy firms, because the qualifying event is usually a lead rather than a client. Paying per lead pushes volume upwards and quality downwards unless the definition of a qualified lead is tight and agreed by both sides.

Compare like for like

Practice owners regularly report paying an agency more than the agency is putting into the ad account. That is not automatically wrong on a small budget, since the work involved does not shrink to match, but it should be a conscious decision. Before signing, write down the total monthly commitment, the split between management and media, the contract length, the notice period, and who pays for landing page work. Then compare providers on those five lines rather than on the headline management figure.

The reporting you should insist on

Most agency reporting stops where the agency's visibility stops. Impressions, clicks, click through rate and cost per conversion are all real measurements of a real thing, and none of them tell you whether the campaign added revenue to your practice.

The four numbers that matter

  1. Cost per qualified enquiry. Qualified means it fits your service lines and location, judged by you rather than by the agency.
  2. Cost per booked meeting. This exposes whether enquiries are being followed up and whether the traffic is serious.
  3. Cost per signed client. The number that decides whether to continue.
  4. Average recurring fee of clients acquired. A campaign producing cheap one off compliance jobs and a campaign producing monthly retained clients can look identical on the first three numbers.

How the data gets back

None of this works unless outcomes flow from your practice back into the reporting. In most firms that means a CRM where enquiry source is recorded automatically, calls are tracked, and won clients are marked with a value. Where that link is missing, agencies fill the gap with modelled figures, and accountants are quick to notice when reported returns do not reconcile with the client ledger.

Ask about attribution honestly

A prospect may click an ad, leave, search your firm name a week later, and call the office. Ask any agency how they treat that case. The answer you want acknowledges the ambiguity and explains their convention rather than claiming precision that no ad platform can deliver.

What has to exist before you spend

Paid search is the fastest way to test demand, since a campaign can be live within days while search visibility takes months to build. Speed is also the problem. Buying traffic into a practice that cannot convert it produces quick, expensive evidence of a conversion problem.

A page built for the search, not your homepage

The page should answer the exact query, state who you work with, show what happens next, and make enquiring take under a minute. Sending paid clicks to a general homepage is the single most common reason accountancy campaigns underperform. When we rebuilt a firm's site around conversion rather than content, monthly visitors rose four times over and the practice took ten to fifteen enquiries in the first month, three of which became clients.

A response process measured in minutes

People comparing accountants usually contact more than one. If your first reply arrives the next working day, you are often replying second or third. Automated acknowledgement, then a human call, is the minimum standard.

A qualification step

Not every enquiry deserves a diary slot. One firm we work with runs an automated screening layer on the enquiry form so the partner's calendar only carries opportunities worth the hour. That single change alters the economics of paid search, because your cost per meeting stops being dragged upwards by enquiries you were never going to take on.

Onboarding that can absorb the volume

If eight new clients a quarter would break your onboarding, fix that first. Acquisition that outruns delivery costs you referrals and retention.

How to run the selection

Treat this as a short procurement process rather than a series of sales calls. Five steps, usually completed inside three weeks.

Define the job before you shortlist

Write down the service line you want more of, the client profile that fits it, the geography, and the number of new clients that would make the spend worthwhile. Add the monthly commitment you are comfortable with, media and management combined. Agencies answering an unclear brief will each answer a different question, and you will have nothing to compare.

Build a shortlist of three

Three is enough to see the range without losing weeks. Mix an accountancy specialist with a strong general paid search firm so you can compare sector knowledge against technical depth. Check their own paid search presence and their Trustpilot or equivalent profile, and read the middle reviews rather than the best and worst.

Run the same structured meeting

Ask each of them the same set of questions: what they would exclude, how service lines split, who owns the account, what reporting arrives monthly, and what they need from you. Take notes on a single sheet per agency. Consistency in the meeting is what makes comparison possible afterwards.

Settle ownership and access in writing

You should own the Google Ads account, the analytics property, the conversion tracking, the landing pages and the call tracking numbers. Agree that admin access remains yours throughout and that historical data stays with you at the end. This is a five minute conversation that saves a painful one later.

Agree a review point and a decision rule

Set an initial period of two to three months with a defined review. Decide now what evidence would justify continuing, what would justify changing approach, and what would end it. Writing the decision rule before the money is spent keeps the review factual rather than emotional.

Where firms get this wrong

Four patterns account for most of the failed accountancy paid search engagements we see.

Choosing on cost per lead alone

Cheap leads are easy to manufacture by widening targeting and softening the offer. The firm ends up with a full inbox of price shoppers and sole traders wanting a one off return. Compare providers on cost per signed client and average fee of those clients, even if it takes an extra month to see.

Letting the agency own the account

If the campaign history, tracking and landing pages sit inside the agency's own assets, leaving means starting again with no learning data. Some agencies present this as convenience. It is a switching cost. Insist on ownership before signing, when you still have leverage in the conversation.

Buying traffic before fixing the follow up

A practice that replies to enquiries the following afternoon will lose most of them regardless of who manages the ads. Fix the response process first, including out of hours acknowledgement and a second and third contact attempt. Otherwise you are paying to test a sales process you already know is slow.

Judging the campaign too early or too late

Two weeks is noise on an accountancy account with a small daily budget. Twelve months without a structured review is negligence. Set the review at two to three months, hold it against the criteria you wrote down at the start, and act on what it shows rather than extending on optimism.

When outside help pays off

Running paid search in house works when one person in the practice has genuine time each week, the budget is small enough that mistakes are cheap, and someone enjoys the detail. Plenty of firms start there sensibly.

Bringing in help usually pays when one of these is true:

  • You are competing for the same terms as much larger practices and losing money on broad targeting.
  • Enquiries arrive but do not convert, and nobody can say whether the problem is the traffic, the page or the follow up.
  • You want acquisition and onboarding connected, so a new enquiry flows into the CRM, gets screened, and reaches a signed engagement without partner admin.

Fiscal Flow builds acquisition and onboarding infrastructure for accounting and CPA firms only. That means positioning, landing page architecture, paid acquisition, CRM automation and digital onboarding treated as one system rather than separate line items.

See if this fits →

Frequently asked questions about PPC agencies

How do I work out a sensible starting budget for paid search?

Work backwards from client value. Take the annual fee of a typical client in the service line you are targeting, decide what you would pay to win one, then multiply by the number you want per month. Compare that to what a click costs in your area. If the arithmetic only works at an unrealistic close rate, fix conversion before increasing spend.

How long before I know whether the campaign is working?

Traffic arrives within days of launch, which is why paid search is used to test demand. Meaningful judgement takes longer, because you need enough enquiries to see a pattern and enough time for those enquiries to become signed clients. Two to three months is a fair first review point for most practices with 2 to 20 staff.

Should the agency have exclusive control of my Google Ads account?

No. The account, analytics, conversion tracking and landing pages should sit under your ownership with admin access retained by the practice. Agencies work inside your assets. This keeps campaign history and learning data with you if the relationship ends, and it removes any argument about what was actually spent and on which terms.

Is Google Ads or Microsoft Advertising better for accountants?

Start with Google, since that is where most UK search demand for accountancy services sits. Microsoft Advertising is worth testing once the Google account is stable, because click costs are usually lower and the audience skews towards business users on Microsoft defaults. Treat it as an addition rather than a replacement, and measure it separately.

Should I run PPC or invest in SEO instead?

They answer different questions. Paid search tells you within weeks whether people will pay for the service you are advertising and at what cost. Search visibility takes months to build but does not stop when the budget does. Most firms use paid search to validate a niche and a message, then build the organic architecture around what proved out.

What contract length should I expect from a PPC agency?

Some agencies ask for six or twelve month terms on the argument that accounts need time to mature. That argument has merit, but the commitment should be matched by a defined review point and a clear notice period. Fixed monthly with a short notice period is preferable while you are still establishing whether the fit works.

What this comes down to

Choosing a PPC agency for accountants is mostly a question of defining the job precisely enough that the agencies have to answer the same question. Write down the service line, the client profile, the geography and the outcome you want. Ask each provider what they would exclude, how they split service lines, who owns the account, and what arrives in the monthly report. Settle ownership in writing before you sign, and set the review date at the start.

The firms that get value from paid search are the ones that treat the ad account as one component and the landing page, response time, qualification and onboarding as the rest. If the surrounding system is sound, paid search is the fastest client acquisition channel available to a small practice.