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.
Our Trusted Partners
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.
Part TIme
$2,999/mo
Follow up on all inbound leads, nurture existing prospects, set appointments and collaborate with your sales team.
Avg 16+ hours per week.
Your rep follows up with inbound leads, nurtures prospects, sets appointments, and collaborates with your team.
Full TIme
$5,199/mo
Everything in Part-Time, delivered
at full-time capacity.
Avg 32+ hours per week for max coverage.
Best for high-volume firms or vendors needing full-time sales coverage without expanding their team.
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.
