Marketing automation for accounting firms
Every enquiry followed up, without you remembering to
Most firms lose enquiries in the gap between the form submission and the first reply. Automation closes that gap: enquiries are captured, screened and chased on a schedule that runs whether or not anyone is at a desk. Built only for accounting and CPA firms, integrated with the practice software you already use, implemented by the people who designed it.
- Enquiries answered within minutes of the form landing
- Low value leads screened out before they reach your diary
- Follow up sequences that keep running through busy season
- New clients onboarded digitally instead of by email chain
No long-term contract. If the system is not producing enquiries you would have taken anyway, you can stop and keep the assets we built.
See if the system fits your firm
Six questions. You will get a straight answer on whether automation is the right next step for your practice.
What our clients say
★★★★★
Leads they could not have managed alone
"Generated a large number of leads for our business which we could never have reached or managed on our own."
★★★★★
One new client at 250 a month
"we have now seen a few clients added to our portfolio, with one of them being £250 + VAT per month, producing a great ROI."
★★★★★
Software simple enough to actually use
"the Lead Connector is a game-changer. It is remarkably simple to use and is already generating high-quality traffic and leads for my business."
★★★★★
Queries handled before they are asked
"Queries are dealt with quickly, and they regularly come to us with suggestions and improvements before we've even thought to ask."
What a working system looks like
The same enquiries, handled by a defined process instead of whoever notices first. Response, qualification and onboarding each become a step the system owns, so the outcome does not depend on how busy the week is.
- Instant reply and booking link the moment a form is submitted
- Enquiries scored and filtered before they reach your calendar
- Engagement letters, ID checks and data requests triggered automatically
- Fixed monthly arrangement, no long-term contract, assets stay yours
What the automation actually produced
Two firms, two different starting points. Both were relying on whoever happened to check the inbox before the system went in.
Will has been great since day 1 - clearly explaining his services, how the software works etc. and has responded quickly to any queries I have had. Since starting with Fiscal Flow last year, we have now seen a few clients added to our portfolio, with one of them being £250 + VAT per month, producing a great ROI. We haven't used any real advertising methods/software before (other than google ads) so i was sceptical - but really happy with how things have been going. I have now signed up for the CRM software/SEO side of things with Will and look forward to how this goes!
Generated a large number of leads for our business which we could never have reached or managed on our own.
Three layers, one connected system
Capture, qualification and onboarding are built as one pipeline rather than three tools that someone has to bridge manually every day.
Enquiries Captured And Answered Immediately
Every enquiry gets a reply and a booking link within minutes, from the website, from paid campaigns and from outbound. Missed calls trigger a text back, so the prospect who rang during a client meeting is still in the pipeline that afternoon.
CaptureOnly Qualified Calls Reach Your Diary
An AI qualification layer sits on the enquiry form and asks the questions you would ask on the first call: turnover, entity type, current provider, what they actually need. Annabel uses this so her calendar only carries high value opportunities. The rest are routed elsewhere or answered without a meeting.
QualificationOnboarding That Runs Itself
Once a client says yes, the workflow fires: engagement letter, AML and ID checks, bank details, records request, all tracked in one place and integrated with your practice software. Your team stops chasing and starts working, and nothing sits half finished because someone forgot to send the third reminder.
OnboardingSix Trustpilot reviews, different angles
Single practitioners and multi partner firms, in the UK and the US, using different parts of the same infrastructure.
Website Runs Fast And Generates Leads
“I cannot recommend Will at Fiscal Flow highly enough. From start to finish, the experience has been seamless. Will is an absolute standout when it comes to communication. He is responsive, proactive, and genuinely invested in the success of the project. I never felt left in the dark; he kept me updated at every stage and was always available to answer questions with clarity and patience. The app and website interface are incredibly intuitive and easy to use. Transitioning to a new system can be daunting, but the instructional videos provided are top-tier—short, clear, and they make the learning curve practically non-existent. The website Will created for me is, quite frankly, absolutely phenomenal. It looks professional, runs fast, and perfectly captures my brand. Furthermore, the Lead Connector is a game-changer. It is remarkably simple to use and is already generating high-quality traffic and leads for my business. If you're looking for someone who delivers high-end results with a stress-free process, look no further than Will. Five stars all the way!”
Traffic Up Since The Site Went Live
“We couldn't be happier with the work Fiscal Flow has done for us. The website looks incredible, feels modern and professional, and has exceeded our expectations. Since going live, we've already noticed an increase in traffic, and the early signs are very encouraging. The team has been responsive, knowledgeable, and easy to work with throughout the process. We have high hopes for what this will achieve, and based on the results so far, we're confident we're moving in the right direction. Excellent service and highly recommended.”
Persistent Marketing With Long Term Results
“Great persistent marketing with good long term results.”
Built for practices, not for everyone
General marketing automation assumes a generic sales process. Accounting firms have engagement letters, AML checks and a busy season that breaks anything requiring manual attention.
No explaining how practices work
You will not spend the first month teaching an account manager what an engagement letter is or why January is unavailable. We work only with accounting and CPA firms, so the workflows arrive already shaped around AML, onboarding and year end. Chris at Thomas Emlyn Ltd runs an outbound engine on business registry data that produces thirty to fifty cold leads a month and five to ten booked meetings.
Qualification before your calendar
Most automation just moves leads faster. The screening layer decides which enquiries deserve a meeting at all, using the criteria you would apply yourself. Annabel uses this so her calendar only carries high value opportunities rather than fifteen minute conversations with sole traders wanting a one off return.
Implemented, not handed over
You are not given a login and a training document. The pipelines, sequences, forms and onboarding workflows are built and tested by us, then connected to the practice software you already use. Firms tell us the learning curve is short because there is little for them to configure.
Live in four steps
Most of the work sits with us. Your input is concentrated into two short sessions and a set of decisions only you can make.
Complete the qualification quiz
Six questions covering firm size, current enquiry volume and what you already have in place. It tells us whether automation is the right next step or whether something upstream needs fixing first.
Map the current process
One call to document how enquiries arrive today, what happens to them, and where they stall. We record the gaps rather than the aspirations, then agree what the system needs to own.
We build and connect it
Forms, pipelines, qualification logic, follow up sequences and onboarding workflows are configured and tested against your practice software. You review it once and tell us what to change.
Enquiries handle themselves
Prospects get a reply in minutes, unqualified enquiries stop reaching your diary, and new clients complete onboarding without anyone chasing them. The pipeline keeps moving through January, which is the point.
“We've been genuinely impressed with Fiscal Flow. As an accountancy practice, we wanted a partner who understood our sector, and they've delivered on that from day one. What stands out most is how responsive and proactive the team is. Queries are dealt with quickly, and they regularly come to us with suggestions and improvements before we've even thought to ask. That kind of forward-thinking support is rare and makes a real difference to a busy practice. The service itself has been excellent throughout, and we're very happy with the results. Highly recommended to any accounting firm looking for a marketing partner who actually delivers.”
Not worth it if
Automation multiplies whatever process you already have, so there are firms for whom this is premature.
- You get fewer than a handful of enquiries a month and nothing is generating demand
- You are at capacity and have no intention of taking on more clients this year
- You want a tool licence to configure yourself rather than a system implemented for you
- Nobody at the firm can commit to two short sessions during the build
If demand is the constraint rather than follow up, start with acquisition and come back once enquiries are arriving. The quiz will tell you which of the two you are dealing with.
The questions firms actually ask
Does this replace our practice management software?
No. The automation sits in front of it, handling enquiries, qualification and onboarding, then passes the client across once they are signed. Your existing software keeps doing compliance work and client records. We connect the two so data is entered once.
What happens after I complete the quiz?
You get a straight answer on whether the system suits your firm, and if it does, a call with Will Pettifor rather than a salesperson. The call maps how enquiries currently move through your practice and where they stall. If automation is not the right next step, we will say so on the call.
We are a four person practice. Is this built for firms our size?
Yes. The system is designed for accounting and CPA firms with 2 to 20 staff, which is where the follow up problem bites hardest because nobody owns the inbox. Smaller firms usually see the biggest change, since the automation absorbs work that previously depended on one person having a quiet afternoon.
Are we tied into a contract?
Fixed monthly arrangement, no long-term contract. If you stop, the website, pipelines and content we built remain yours. We would rather keep firms because the system is working than because the paperwork says so.
Who deals with the enquiries the system qualifies out?
You decide. Some firms route them to a self serve page or a lower touch service, others send a polite decline with a referral. The point is that the decision happens once, in the logic, rather than repeatedly in your inbox.
How long before we can tell whether it is working?
Response times and qualified meeting volume change within the first few weeks because those are process metrics. Client numbers take longer and depend on your conversion rate and pricing. Niall at OD Accountants saw ten to fifteen enquiries and three new clients in the first month after launch, though that firm also rebuilt its website at the same time.
The enquiries you already have, actually followed up
Six questions tell you whether marketing automation is the right next step for your practice, or whether the constraint sits somewhere else entirely.