Prospecting Pros gives accounting firms the tools, strategies, and support to generate leads and turn them into clients. We provide full-service lead generation and follow-up for tax specialists, bookkeeping services and multi-location CPA firms. You get everything handled: your ads, your website, your email automation, and even your sales calls if you need them.
Prospecting Pros gives you a full marketing and sales support system, backed by a team that understands the financial services space. We help accounting firms get more leads, automate client follow-up, and close more deals, without hiring in-house.
Turnkey marketing plans: Choose from three marketing packages that include PPC, social, email, SEO, and more.
Sales support when you need it: Our Inside Sales Pro service gives you a dedicated rep who follows up, nurtures prospects, and books consultations.
CRM and automation tools: Everything runs through The Growth Machine, so no leads fall through the cracks and your pipeline stays moving.
Built-in strategy: Every campaign is structured around key accounting dates, client needs, and growth goals, not just tactics.
No waiting for quotes. No back-and-forth. If you’re an accounting firm or financial service provider, you can select and buy a plan right now. We’ll launch your campaigns quickly—so you can start seeing leads ASAP.
Need help choosing the right tier? We’ll walk you through it.
We’re built for accounting – We understand tax season, extensions, quarterly filings, and the client lifecycle.
We don’t do fluff – Everything we offer is focused on leads, follow-up, and booked calls. No guesswork. No wasted spend.
We’ve done this before – Prospecting Pros is a sister company of Marketopia, a top-tier global sales and marketing agency.
Independent CPAs
Bookkeeping firms
Tax professionals
Fractional CFOs
Financial consultants
Accounting teams with growth goals
Pick a plan. Launch your campaigns. Watch the calls come in.