Accounting Lead Generation Campaigns & Sales Support
Marketing & Sales Services for
Accountants, Firms, and Vendors
You want more qualified leads. More consistent follow-up. And more high-value clients. That’s where we come in. Prospecting Pros builds accounting lead generation campaigns and sales systems for CPAs, financial consultants, bookkeeping firms, and the vendors that serve them. From digital advertising and websites to CRM and follow-up, we handle it all and help you get noticed, get contacted, and get chosen.
Compare Our Marketing Plans
Accounting firms and service providers can purchase any plan directly. If you’re a vendor selling into the accounting space, let’s discuss your goals and create a tailored setup.
Choose Your Plan
MACH PLAN
$1,999/mo
PPC Ad Management:
Facebook, Instagram, Apple MapsAccountant Website + Landing Pages
CRM & Lead Tracking
9-Email Nurture + Monthly Promos
Weekly Social Media Posts
Yext Listings Management
Campaign Reporting
Recommended Ad Spend:
$1.5k–$3k
Supersonic PLAN
$2,499/mo
PPC Ad Management:
Facebook, Instagram, Apple Maps, Google & YouTubeAccountant Website + Landing Pages
CRM & Lead Tracking
9-Email Nurture + Monthly Promos
Weekly Social Media Posts + Branded Series
Yext Listings Management
Campaign Reporting
Recommended Ad Spend:
$3k–$6k
HYPERSONIC PLAN
$3,249/mo
PPC Ad Management:
Facebook, Instagram, Apple Maps, Google, YouTube, Facebook Marketplace & CraigslistAccountant Website + Landing Pages
CRM & Lead Tracking
9-Email Nurture + Monthly Promos
Full Social Suite
Yext Listings Management
Campaign Reporting
Recommended Ad Spend:
$6k–$12k+
Unsure which one fits? Let us help you pick the best match.
PPC Advertising
Reach clients searching for your services
Potential clients search online first. Whether it’s bookkeeping, tax help, or advisory services, they need to find you. Our paid ad campaigns ensure your firm shows up first, looks credible, and stands out.
What’s Included:
Google, Facebook, Instagram, YouTube, and Apple Maps ads
Campaign creative using your firm’s branding and photos
Retargeting for past website visitors
Geographic targeting based on your region or specialties
Included in:
Mach: Facebook, Instagram, Apple Maps
Supersonic: Everything in Mach + Google & YouTube Ads
Hypersonic: Everything in Supersonic + Facebook Marketplace & Craigslist
Start Digital Marketing for Accountants
Email Marketing
Automated follow-up that turns interest into appointments
You’ve got cold leads sitting in your CRM. We help turn them into clients. Our email campaigns are built to re-engage inactive prospects, nurture inbound inquiries, and promote your services—without sounding like spam. It all runs in the background, and it works.
Includes:
A proven 9-email lead nurture sequence
Monthly newsletters and promo campaigns
Follow-ups for quote requests and form fills
Firm-branded templates designed to convert
Stay in their inbox until they’re ready to book.
Included in: Mach, Supersonic, Hypersonic
Get Email Marketing for Accountants
Website Development
Your website should convert, not just exist
Most firm websites are outdated, slow, or not built for mobile. Ours are clean, fast, and optimized for conversions. From intake forms to chat, we design your site to drive action, not just clicks.
Includes:
Professionally designed templates for accounting firms
Lead forms, chat tools, call tracking
CRM-integrated contact capture
On-page SEO across every section
Built to convert. Built to win business.
Included in: Mach, Supersonic, Hypersonic
Learn About Accounting Website Development
Lead Management & CRM
Stop losing leads and start closing them
If your follow-up lives in spreadsheets and sticky notes, you're missing revenue. We implement The Growth Machine—our CRM platform built for accounting professionals—to track, follow up, and close more clients.
Includes:
CRM platform made for accounting firm workflows
Automated reminders and email follow-up
Lead tagging, scoring, and task tracking
Full visibility from form fill to signed client
Turn your leads into long-term clients, automatically.
Included in: Mach, Supersonic, Hypersonic
Get a CRM for Accountants
Local SEO & Listings
Be found first by clients in your area
Most people looking for accountants search locally. If your listings are incomplete or out of date, you’re missing easy opportunities. We make sure your business info is clean, consistent, and visible across all major directories.
Includes:
Managed listings using Yext for accuracy and reach
Optimization of your Google Business Profile
Updates across Apple Maps and key local directories
Ongoing audits to ensure consistency everywhere
Increase visibility where it matters most: right in your service area.
Included In: Mach, Supersonic, Hypersonic
Improve Your Local Visbility
Compare Our Sales Pro Plans
Firms and resellers can choose and buy online. Vendors should contact us for a custom consultation.
QUARTER-TIme
$1,999/mo
$1,999 setup fee
Average 8+ hours/week.
We follow up with new leads, re-engage cold prospects, set appointments, and log everything in your CRM.
Part-TIme
$2,999/mo
$2,999 setup fee
Average 16+ hours/week.
We follow up with new leads, re-engage cold prospects, set appointments, and log everything in your CRM.
Full-TIme
$5,199/mo
$5,199 setup fee
Avg 32+ hours per week for max coverage.
Best for high-volume firms or vendors needing full-time sales coverage without expanding their team.
Vendor and Manufacturer Marketing Plans
Our vendor marketing plans are built specifically for accounting software providers, fintech platforms, and outsourced service vendors. Each plan includes targeted outreach, branded content, SEO, and automated follow-up. The more advanced the plan, the more strategy, content, and hands-on execution are included to help you generate demand and support your partners.
PROP PLAN
$8,912/mo
One-Time Setup Fee: $8,912
Monthly Meeting to review, Consult & Strategize with Success Coach (4 Hrs)
Marketing Platform to Execute, Monitor and Capitalize on Campaigns (The Growth Machine)
Unlimited Email Capacity
Unlimited System Users
Domain Key Signing
4 Hrs/Qtr Custom Agency Work
"Chat Now" Website Enhancement Monitored by Prospecting Pros
Custom Trifold or One-Sheet & Business Card Design
Monthly Prospect Email Marketing
to Turn Prospects into New ClientsMonthly eNewsletter to Educate, Entertain and Upsell Existing Clients
Monthly Referral Email Marketing
to Increase Referrals from Referral Partners6 Hrs/Month Search Engine Optimization
Recommended Search Engine Marketing: $1K
Website Passive Lead Report
Monthly Website Blog on Your Website & Social Media Accounts
Social Media Marketing (SMM):
3 posts a week across 4 platforms (LinkedIn, Facebook, Twitter and Instagram)The Growth Machine Platform
Passive Lead Follow-Up by Prospecting Pros for Lead Conversion
JET PLAN
$19,150/mo
One-Time Setup Fee: $19,150
Monthly Meeting to review, Consult & Strategize with Success Coach (8 Hrs)
Marketing Platform to Execute, Monitor and Capitalize on Campaigns (The Growth Machine)
Unlimited Email Capacity
Unlimited System Users
Domain Key Signing
4 Hrs/Qtr Custom Agency Work
"Chat Now" Website Enhancement Monitored by Prospecting Pros
Custom Trifold or One-Sheet & Business Card Design
Monthly Prospect Email Marketing
to Turn Prospects into New ClientsMonthly eNewsletter to Educate, Entertain and Upsell Existing Clients
Monthly Referral Email Marketing
to Increase Referrals from Referral Partners8 Hrs/Month Search Engine Optimization
Recommended Search Engine Marketing: $4K
Website Passive Lead Report
Monthly Website Blog on Your Website & Social Media Accounts
Social Media Marketing (SMM):
3 posts a week across 4 platforms (LinkedIn, Facebook, Twitter and Instagram)The Growth Machine Platform
Passive Lead Follow-Up by Prospecting Pros for Lead Conversion
Dealer List Rental
2 Custom Case Studies
2 Custom eGuides
ROCKET PLAN
$24,263/mo
One-Time Setup Fee: $24,263
Monthly Meeting to review, Consult & Strategize with Success Coach (10 Hrs)
Marketing Platform to Execute, Monitor and Capitalize on Campaigns (The Growth Machine)
Unlimited Email Capacity
Unlimited System Users
Domain Key Signing
4 Hrs/Qtr Custom Agency Work
"Chat Now" Website Enhancement Monitored by Prospecting Pros
Custom Trifold or One-Sheet & Business Card Design
Monthly Prospect Email Marketing
to Turn Prospects into New ClientsMonthly eNewsletter to Educate, Entertain and Upsell Existing Clients
Monthly Referral Email Marketing
to Increase Referrals from Referral Partners8 Hrs/Month Search Engine Optimization
Recommended Search Engine Marketing: $5.5K
Website Passive Lead Report
Monthly Website Blog on Your Website & Social Media Accounts
Social Media Marketing (SMM):
3 posts a week across 4 platforms (LinkedIn, Facebook, Twitter and Instagram)The Growth Machine Platform
Passive Lead Follow-Up by Prospecting Pros for Lead Conversion
Dealer List Rental
3 Custom Case Studies
3 Custom eGuides
Unsure which one fits? Let us help you pick the best match.
Vendor Website Development
We create websites that help you grow. From firm recruitment pages to co-branded landing pages, your site becomes a tool that drives inbound traffic and helps your partners sell. Every site includes:
Page designs built around your audience and sales process
Technical SEO and on-page structure ready for search visibility
Lead forms, CRM integration, and reporting setup
Options for hosting, analytics, and branded content libraries
Designed for to-partner and through-partner use
Vendor and Manufacturer Sales Plans
If you're selling through accounting firms, partner follow-up can’t be left to chance. Our Sales Pro plans give you a dedicated rep who books meetings, nurtures leads, and keeps your pipeline moving, whether you need light support or full-time coverage.
QUARTER-TIme
$1,999/mo
$1,999 setup fee
Average 8+ hours/week.
We follow up with new leads, re-engage cold prospects, set appointments, and log everything in your CRM.
Part-TIme
$2,999/mo
$2,999 setup fee
Average 16+ hours/week.
We follow up with new leads, re-engage cold prospects, set appointments, and log everything in your CRM.
Full-TIme
$5,199/mo
$5,199 setup fee
Avg 32+ hours per week for max coverage.
Best for high-volume firms or vendors needing full-time sales coverage without expanding their team.
Channel Growth as a Service (CGaaS)
CGaaS is a full-scale enablement program designed to help vendors support their firm partners at every stage, from onboarding and training to active marketing and campaign execution.
TEACH YOUR PARTNERS
$2,000/mo
Enable your partners with the training, tools, and community they need to succeed.
Includes access to TGM, monthly live sales training, a private peer community, unlimited email contacts and CRM users, and domain key signing.
DONE WITH YOUR PARTNERS
$10,500/mo
(Up to 50 partners)
Everything in Teach, plus hands-on support.
Your partners get editable sales templates, pricing and contract docs, monthly sales coaching, hosted websites, and a custom strategy session with Terry Hedden.
DONE FOR YOUR PARTNERS
$5,199/mo
(Up to 5 partners)
Everything in Done With, plus fully managed campaigns, a dedicated success manager, custom-designed digital and print collateral, and expert-run SEO, SEM, PPC, and social marketing.
Why Prospecting Pros?
We’re not just another marketing agency. We work exclusively with accountants, financial consultants, and the vendors that support them. We understand your client journey, your services and your sales cycles, and we build systems that support them all.
From solo practitioners to multi-office firms, and from software startups to established vendors, our strategies are proven to help you grow, because they’re built for how this industry works.
Firms and resellers can buy plans online. Vendors should connect with us for a tailored solution.
More leads. More consultations. More control. That’s what we do best. Ready to find out what it looks like for your business? Let’s talk.
