Lead Generation for Accountants
Increase client acquisition for your accountancy firm with a StraightIn lead generation strategy
To succeed as a business, your accountancy firm needs to maintain and increase its levels of client acquisition – which can be hard to achieve in such a saturated market.
One way you can stand out from the crowd and increase clientele is by using a lead generation strategy. Not only can it help you attract clients who are likely to use your services, but it can also increase the overall sales of your business.
But, without the knowledge or expertise of the best lead generation techniques and practices, it can be difficult to establish an effective strategy. Plus, in between helping your clients and providing the best service possible, how can you find the time to do this?
That’s why so many accountancy firms choose to outsource their lead generation to a leading LinkedIn marketing agency such as StraightIn. We work with you to understand your needs and establish your business objectives so we can get the results you need.
Contact StraightIn today to find out more about how our lead generation strategies can help you engage with prospective clients, boost conversion rates, and establish your business as a leading accountancy firm.

How does lead generation for accountants work?
If you’re new to the ins and outs of lead generation, you might be wondering how the process works – especially for accountancy firms. Put simply, the four main steps include:
Identify prospects
The first part of any lead generation process is identifying prospects. This builds a platform and perception of potential customers so you can focus on the ones that are of a higher quality. Meaning they are more likely to want to use your products and services.
To identify prospects, lead generation experts will start by defining a business’s customer persona or profile. In other words, they focus on key factors such as the common industries, pain points, needs, and locations of these customers to establish who specifically they need to target and how.
Engage and attract
Now that they’ve identified their customers, accountancy firms will use a specific lead generation approach to engage and attract prospects. One way they can achieve this is through content marketing. Put simply, businesses can research specific topics to see what problems their audience is trying to solve – and then create content around that.
For example, in accounting, this might be a topic about how to manage business finances or what accounting services they might benefit from. Creating this type of content positions you as an expert in your field and helps customers develop trust in your company. As a result, they’re more likely to turn to you when they are in need of accounting services down the line.
Consideration
Now that you’ve identified, engaged, and attracted your prospects, they’ll consider your unique selling proposition in the consideration stage of their buying journey.
When they enter this phase, prospects are aware of your product/service and its existence, so they are able to assess just how well it meets their expectations. Ultimately, they’ll consider it as a solution to their problem.
Conversion
Finally, after your prospects and leads have gone through all of the above stages, they’ll enter the last stage – which is conversion. This is the point where the potential customer has gone through all the stages of the funnel to reach the buying phase of their journey.
Essentially, they have been nurtured to a point where they are in a position to be considered a likely customer of the company. And it’s important to ensure your conversion management is of a high standard, so you know the lead will choose to convert.
See what our clients have to say…
“Straightin has been a fantastic success for us. Over several months, they have generated a huge amount of valuable leads that have presented us with some very good business opportunities. Emily, our account manager, has done a brilliant job of looking after us by making sure our campaigns are up to date and doing their job. Highly recommended!”
“Absolutely recommend Straightin. These guys are smart, hardworking, friendly, and efficient. They never drop the ball, they seamlessly and flexibly integrate into our company culture, and they bring a can-do and problem solving attitude to every point of contact. Working with Straightin has impacted our bottom line and changed how we invest in prospecting. Highly recommend”
“I have been working with StraightIn for about a year now and have found their service to be great. The LinkedIn outreach is good, but for me, the extra value is the supporting content creation. We have 2 key objectives: grow our network and provide them highly relevant content to support new business development and improve our sales conversions. StraightIn is an important part of this”
For more information on our 4 and 5-star Trustpilot reviews, check out our page.
Why should my accountancy firm use lead generation?
Your accountancy firm can greatly benefit from using a lead generation strategy. Not only does it help you increase awareness of your firm, but it also can:
Boost rates of conversion
Using proven and effective lead generation tools and techniques means you are able to appeal to customers who might not have been aware of your business and its offering before but are more likely than others to make a purchase. As a result, you’ll see an increase in the quality of leads and the number of conversions.
When a customer responds to a specific call to action set by a business, this is known as a conversion. It can look like anything from booking a call with the sales team, signing up for a free trial, or even sharing their email for further marketing information. Ultimately, it indicates that the prospect is interested in making a purchase with you in the near future.
Build a bigger client base
As previously mentioned, with the help of a lead generation strategy, your accountancy firm will be able to engage with leads of a higher quality, which means that you’ll likely see an increase in conversions, too.
As part of your B2B lead generation strategy, you can nurture leads and encourage them to continue through the sales funnel and use one of your accountancy services. Subsequently, you’ll build a bigger client base and increase the overall growth of your business.
Offer a targeted approach
Your accountancy firm can also benefit from having a more refined marketing approach with a lead generation strategy. This is because the main objective of lead generation is to focus on appealing to prospects who are more likely to convert.
This means that you spend more time engaging with likely customers rather than wasting time on individuals who are less likely to make a purchase/use one of your services.
How StraightIn helps your accountancy firm boost lead generation
Increase client acquisition, business growth, and sales with help from the lead generation experts at StraightIn.
Your accountancy firm can reap many benefits when working with our team. You can rest assured knowing your approach to lead generation is taken care of as we take a deep dive into your industry to understand your audience’s needs.
No matter if you’re a big or small business, we’ll drive tangible results for your business sooner rather than later.
Our services include Outreach Marketing, LinkedIn Advertising, and Personal Branding. Contact us today to find out more about how we can help you. Call 0161 518 4740 or email grow@straight-in.co.uk.
Lead generation for accountants: FAQs
What is lead generation?
Put simply, lead generation is the process of identifying prospects for your business to create a list of potential customers. Following this, you can establish a strategy or approach that highlights the ways you will try to engage/interact with them and how.
For example, for B2B businesses looking to speak with other industry leaders, this could be achieved via LinkedIn marketing. You could create content that helps position yourself as a valuable thought leader within your industry and encourages prospects to work with you as they can validate your level of authority and expertise.
What are the different types of leads?
When it comes to generating leads, it’s important that you’re aware of how to identify them so you can understand which ones are worth pursuing.
For example, some types of leads you can encounter include:
- Cold leads: These are leads that fit the customer persona you have identified for your audience but have yet to engage or interact with your business.
- Warm leads: These leads are in the middle-of-the-funnel stage and might not have shown explicit interest in buying from you but have a decent level of awareness when it comes to your business offering.
- Information qualified leads: These leads are seeking an answer to a query or issue they have and might be reached with informational content in the form of UFC (user-focused content).
- Marketing qualified leads: These types of leads are familiar with what your brand stands for and what you offer. They might even engage with your content.
- Sales qualified leads: These are leads that might have been identified by your sales team and have explicitly expressed an interest in using your products and services.
- Product qualified leads: This type of lead has used a free trial or demo to get a taste of your product or service, which means they might be interested in making a purchase at a later stage.