Sales leads for accounting firms
A pipeline that does not depend on who remembers you.
Most practices grow on referrals until the referrals thin out, and then the month looks like whatever walks in. What replaces that is infrastructure: niche positioning, search and paid acquisition, outbound built from business registry data, and a CRM that follows up on its own. Built only for accounting and CPA firms. Running in 40+ practices since 2024.
- Enquiry volume you can forecast staffing against, month by month
- Cold outbound built from national business registry data with AI targeting
- Every enquiry screened before it reaches your calendar
- New clients onboarded through automated workflows, not extra admin hours
Fixed monthly fee and no long-term contract. If the system is not producing enquiries you would take a call about, you can stop, and the pages, tracking and workflows we built stay in your accounts.
See if the system fits your firm
A few questions on your firm size, current capacity and where clients come from now. Around two minutes.
What our clients say
★★★★★
Reached firms they could not reach alone
"Generated a large number of leads for our business which we could never have reached or managed on our own."
★★★★★
New clients added, ROI stated
"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."
★★★★★
Traffic up after the rebuild
"The website looks incredible, feels modern and professional, and has exceeded our expectations."
★★★★★
Site that loads fast and converts
"The website Will created for me is, quite frankly, absolutely phenomenal. It looks professional, runs fast, and perfectly captures my brand."
Sound familiar?
Growth still depends on who remembers you?
Referral flow is fine until it is not. One quarter brings four decent enquiries, the next brings one, and neither was predictable enough to hire against. The enquiries that do arrive tend to be whoever found you first rather than the work you would choose. Meanwhile the follow up sits with whoever has a spare ten minutes.
- Enquiry volume swings month to month with nothing to plan capacity against
- The leads that arrive are price shoppers or outside what you actually want
- Follow up depends on someone remembering to send the second email
What a working pipeline looks like
Demand is generated from two directions at once: people already searching for your service, and firms identified from registry data before they start looking. Everything lands in one system that qualifies, follows up and onboards.
- A steady monthly enquiry count you can staff and forecast against
- Positioning that filters for your target work before anyone makes contact
- Automated follow up that runs until the prospect replies or opts out
- Fixed monthly fee, no long-term contract, everything built in your own accounts
What the pipeline actually produced
Chris at Thomas Emlyn Ltd runs thirty to fifty cold leads a month through the outbound engine, which produces five to ten booked meetings.
Generated a large number of leads for our business which we could never have reached or managed on our own.
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!
Three sources of demand, one system
Outbound, search and follow up are built together so a lead is never lost between the campaign that created it and the person meant to call it.
Outbound Built From Registry Data
Target firms are identified from national business registry data rather than bought lists, then filtered by AI against the profile you want. Chris at Thomas Emlyn Ltd receives thirty to fifty cold leads a month from this engine, producing five to ten booked meetings. You review the target criteria and take the meetings.
OutboundThe Search Demand You Are Missing
Service and niche pages are built around terms people already use when they are ready to switch accountant. Prads at Wings Online Filings moved from five to seven enquiries a month to fifteen to sixteen, and nine new clients, in the first two and a half months. Niall at OD Accountants saw monthly visitors up four times over after the site was rebuilt around conversion.
SearchFollow Up That Runs Without You
Every enquiry enters a CRM that qualifies, chases and books without a partner remembering to do it. Annabel has an AI qualification layer on her enquiry form, so her calendar only carries the opportunities worth an hour. Signed clients then move into automated onboarding workflows rather than a manual checklist.
CRM and onboardingReviewed by the firms running it
Practices of different sizes and specialisms, reviewing the same infrastructure on Trustpilot. Their words, unedited.
A Partner Who Understood The Sector
“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.”
Traffic Increased Straight After Going 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.”
Already Generating High Quality Traffic And Leads
“The website Will created for me is, quite frankly, absolutely phenomenal. It looks professional, runs fast, and perfectly captures my brand.”
Three reasons firms move across
General agencies learn your sector on your budget. Everything here was built inside accounting practices and is only sold to them.
Accounting firms only, nothing else
The messaging, the objection handling and the campaign structures came out of 40+ accounting and CPA practices rather than a template borrowed from another industry. You will not spend the first month explaining the difference between compliance work and advisory. Niall wanted a partner who understood the sector and said so in his review.
Niche chosen from data, not opinion
National business registry data shows where firms of a given type cluster and how many there are. Google search data shows how many of them are actively looking. We pick the niche where both numbers hold up, then build the acquisition system around that one opportunity rather than spreading spend across everything you offer.
Leads land in a system, not an inbox
Generating enquiries is the easy half. Each lead enters a CRM that qualifies it, chases it and books it, and signed clients move into automated onboarding workflows connected to the practice software you already use. Volume goes up without the admin going up with it.
Up and running in four steps
Your involvement is a qualification form, one strategy call and a review of what we built. The rest sits with us.
Answer the qualification questions
A short set of questions on firm size, current capacity and where clients come from now. It takes about two minutes and tells us quickly whether there is a fit. If there is not, we will say so on the spot.
We run the demand analysis
We pull registry data and search data for the niches open to you, then show you the numbers behind each option: how many firms exist, how many are searching, and what the competition looks like. You choose the target from evidence rather than instinct.
We build and launch it
Positioning, landing pages, SEO architecture, paid campaigns, outbound targeting and the CRM workflows all get built and connected. Your input is one review call before launch. Nothing goes live without your sign off.
Enquiries you can plan around
Enquiries arrive weekly, pre-screened, with the follow up already running. You are deciding which clients to take on rather than wondering where the next one comes from, and onboarding no longer eats the week after they sign.
“Great persistent marketing with good long term results.”
Not worth it if
Four situations where taking the qualification step would waste your time and ours.
- You have no capacity to take on new clients over the next quarter
- You want leads but will not change how the firm is positioned
- You are after a one-off website with no acquisition system attached to it
- You need billable clients inside four weeks and cannot fund a build period
If capacity is the issue, come back when you have hired or when the onboarding side is worth fixing first. If you simply want to see how the demand data looks for your area, book a growth call and we will run the numbers without a build attached.
The questions firms ask first
What counts as a sales lead here, a name on a list or an actual enquiry?
Inbound leads are people who filled in a form on your site after searching for the service, so they already know who you are. Outbound leads are firms identified from national business registry data and filtered against your target profile, then contacted on your behalf. Chris at Thomas Emlyn Ltd gets thirty to fifty of the latter each month, which converts to five to ten booked meetings. Nothing is a bought list.
What actually happens after I complete the qualification form?
You answer a short set of questions and, if the answers suggest a fit, you speak to Will Pettifor directly rather than a sales team. The call covers what your current enquiry flow looks like, what the registry and search data show for your niche, and whether the build makes sense. If it does not, you will be told that on the call and you keep the analysis.
We are a small practice with an existing marketing supplier. Does that matter?
The system is designed for accounting and CPA firms with 2 to 20 staff, which is where most of the 40+ practices we work with sit. Several came across from a general agency or from Google Ads run in-house, and Kieran at Swift started with paid lead generation before adding CRM and SEO. Starting from a dated website or a thin online presence is normal rather than a problem.
Am I locked in, and what happens if I stop?
Pricing is a fixed monthly fee with no long-term contract. Everything is built inside accounts you own, so if you stop, the site, the landing pages, the tracking and the CRM workflows remain with you. There is no exit fee and no clause that keeps you paying for assets you already have.
Does the outbound work sit alongside search, or do I have to choose?
They run together and feed the same CRM. Search picks up firms already looking to switch, outbound reaches firms that match your profile but are not searching yet. Running only one leaves either volume or intent on the table, though we will often start with whichever the data says is stronger for your niche.
How long before enquiries turn into billable clients?
It depends on the channel. Outbound produces booked meetings in the first weeks, paid acquisition follows shortly after, and search compounds more slowly. Prads at Wings Online Filings went from five to seven enquiries a month to fifteen to sixteen, and nine new clients, across the first two and a half months. Niall at OD Accountants had ten to fifteen enquiries and three new clients in the first month after launch.
Another quarter of guessing where clients come from.
Answer the qualification questions and you will know whether a lead system built for accounting firms fits yours, and what the registry and search data say about your niche.