Accountancy practices
Lead generation for the years the referrals go quiet
Most practices grow by referral until the year they do not. Lead generation is what covers that gap: being found by an owner who has just decided to change accountant, and giving them one obvious way to start a conversation. We build the search visibility and the enquiry path, and we are honest when the problem is somewhere else entirely.
The outcome
Referrals are the best clients you get. They are also the ones you control least
A referral-led practice looks healthy right up until a large client leaves, a partner retires, or the introducer who sent you half your work stops. There is nothing wrong with referral growth; the problem is having only that. Lead generation is not a replacement for word of mouth, it is the thing that means a quiet quarter is inconvenient rather than serious.
What we actually build
- Findable when somebody is genuinely looking
- Business owners do not search for an accountant often, but when they do it is because something has already gone wrong or changed. Local search, your Google Business Profile and the pages behind them decide whether you are on that shortlist.
- One obvious way to start a conversation
- Most practice websites ask a prospective client to compose an email from scratch. That is a high bar for somebody comparing three firms on a Tuesday evening. One clear path, on a phone as much as a desktop.
- Enquiries answered rather than queued
- An enquiry that waits until Monday is competing with whoever replied on Friday. Every enquiry gets an immediate, useful response, and the ones worth your time reach a partner rather than a shared inbox.
- Knowing which effort produced which client
- Practices rarely know whether a new client came from search, a listing or a recommendation, so every year the same budget gets renewed on instinct. We connect the enquiry to what produced it.
What it’s worth
A single client is worth a year of trying
Accountancy is recurring by nature: a client won this year is usually still a client in five. That changes the arithmetic completely, because the value of being found is not one fee, it is the fee for as long as they stay. It also means a practice can justify work that a transactional business could not.
Work it with your own average fee and your own retention, not ours. A practice billing £2,400 a year with clients who stay six years is playing a different game from one doing £400 self-assessments. For the second, the honest answer is often that this is not worth doing.
How it’s built
Your accounts and your data stay yours
The website, the listing, the phone number and the records stay yours. If we stop working together, nothing switches off and nothing has to be rebuilt: which is the opposite of renting a platform, and the reason we can be relaxed about short terms.
- Registered to your businessThe phone numbers, the ad accounts and the spend that runs through them, the website, and every client and call record. All in your organisation's name, and all of it stays with you.
- The automation runs on our platformThe workflows themselves sit on a shared platform we run and maintain, which is what keeps it a monthly fee rather than a build cost. Our route into your accounts is a permission you grant and can withdraw.
- If we stop working togetherYour accounts, numbers and data stay exactly where they are, and you can export the lot at any time at no charge. If you want to take the automation in-house too, we can hand it over: that one is a migration with a setup cost, and we will quote it honestly rather than pretend it is a switch.
What it takes
Start by finding out whether you need this
The free Leak Check measures what happens when somebody tries to reach you: what they find when they search, and what happens to an enquiry when it arrives. Most practices discover the gap is not at the top. If yours is, we will say so plainly rather than sell you campaigns.
What owners ask first
We get all our work by referral. Do we need lead generation?
Probably not urgently, and we will say so. The practices this helps most are the ones who have noticed the referral flow slowing, are carrying a client concentration risk, or want to choose their clients rather than take what arrives. If none of that is true, the honest answer is to spend the money elsewhere.
Will this bring us the wrong sort of client?
It will if nobody says who the right sort is. Before anything runs we agree what a good client looks like for your practice: turnover, sector, service, and what you would rather not take on. Enquiries are qualified against that before they reach you, so the filtering happens before your time is spent, not after.
How long before we see anything?
Search visibility is slow and enquiry handling is fast. The work that stops you losing the enquiries you already get shows up in days; being found by people who cannot currently find you is a matter of months. We sequence it that way deliberately, because the second is wasted while the first is broken.
Do you run this for us or teach us to do it?
We run it. The campaigns, the pages they land on and the system that answers the enquiry are one build by one team. Where a practice has someone internal who wants to own part of it, that works too, but split responsibility is how a lost enquiry becomes nobody's fault.
What does it cost?
It depends on whether you need the whole thing or one part of it, and we would rather look before quoting. The Leak Check is free and comes with no obligation, and it tells us both which of those two conversations we are having.
Free · No install · No obligation
Find out what's recoverable in your practice
We contact your practice the way a prospective client would, by search, phone and web form, then show you the fees you could be winning. Scored on three things: are you found, is the enquiry answered, does anyone chase it.