17 Proven Tactics To Get Bookkeeping & Accounting Leads

As a professional bookkeeper, you might already know how difficult it is to stand out in this competitive field and find new clients and Bookkeeping & Accounting Leads.

Word of mouth is a great tool to get new accounting leads, but you also need an effective lead generation network to generate qualified leads and scale your business. 

According to a research conducted by Bizink on 400 accounting businesses, it was found that 58.6% of these firms they surveyed got only one to five leads each month. 

So in this article, we will cover everything you need to know about lead generation for accounting & bookkeeping business. Read on to find your answers. 


Why Is Lead Generation Important For Bookkeeping Agency? 

Lead generation is s a marketing strategy bookkeepers use to attract, convert, and keep new prospects.

The Lead generation helps accounting agencies find their target audience and optimize their website to attract and convert more qualified leads. 

Lead generation is essential for bookkeeping firms to establish a brand identity and maintain a steady flow of leads to sustain the business.

Without a lead generation strategy, it Is almost impossible to maximize growth and revenue. 

Read: 15 Proven Tactics To Excavation Leads Generation 

Read: 15 Foolproof Ways To Generate More Electrician Leads

17 Methods To Generate Bookkeeping & Accounting Leads

Everyone needs an accountant or a bookkeeper to keep their finances in check and help with taxes.

If you own a bookkeeping business and you want to get more leads to your business, there are several ways you can do to achieve this.

We listed 17 different and unique ways to generate bookkeeping leads for your business.

Doing some of these ways for your business will generate leads that you could turn into customers with the right techniques and selling skills.

1. Use Attractive and Informative Content for Content Marketing

Apart from other marketing types, content marketing is not a paid marketing campaign.

Writing blog posts, having a quality frequently asked question page on your website, and recording and explaining topics about the most problematic issues is the key to content marketing.

You need to talk about the most common problems people face and add a call-to-action at the end of each content for your services.

2. Write Useful SEO Optimized Blog Posts

Writing blog posts about anything regarding bookkeeping and making it suitable for SEO will attract leads.

You need to write about any topic related to bookkeeping and accounting and add call-to-action to most of the articles you write.

However, you need to be informative or write topics to answer questions and provide real value.

This way, your visitor will read through your content and take action to solve their issue or remember your name when they encounter a problem that requires a bookkeeper.

3. Optimize Your Profiles for Local SEO

When you are writing blog posts or designing your website, make sure to make it local SEO-friendly.

To do local SEO the right way, you must add phrases like “near me” or “in xx city” or anything that will get your visitors from your area of business.

Since you are only familiar with your area regarding accounting laws, you must focus on your area for leads.

4. Write Emails and Start an Email Marketing Campaign

Either create an email subscription list through your website and social media accounts and collect your visitor’s, customers’, and leads’ emails or buy an email list.

Make sure the email list you buy is relevant to your business and location.

Once you have these emails, create non-spammy, interactive emails that will attract attention that ends with a call-to-action.

Maybe offer discounts occasionally and use the emails occasionally.

5. Create Profiles and Be Active On Social Media

Your online presence does not end with your website. Having social media accounts and using them frequently creates a brand image and brand recognition.

Share posts, and comment on your partner’s post or post of someone in need of help.

Make sure you give value with your comments and share about your services without being spammy.

Also, use SEO on your posts to make sure you end up in the right people’s feeds.


6. Invest in a Good PPC Marketing Campaign

Either in search engines or on social media, create PPC marketing campaigns in the location you work and with the right keywords.

You only pay for each click you get on your ad. Make sure that your ads have good call-to-actions and try to have the highest value per dollar you spend on your PPC marketing campaign.

PPC Marketing campaign allows you to be on top of the search engines and reach more people on social media.

7. Design and Print Out Physical Ads for Your Neighbourhood

Since you are working in a certain location and your business must come from that area, doing physical ads could work great for getting leads.

Print out flyers with good designs, rent out billboards and put your designs there, sponsor at local events, and so on. Use the physical ways of distributing ads and make sure that people see them.

8. Network and Create Relationships With Similar Businesses

Chances are, there are many other similar bookkeeping businesses around your neighborhood, city, and state. Instead of seeing them as rivals, be friends with them and partner with them.

You could get the extra work from their hand and create leads that will later turn to you if they like you.

Make sure to communicate with them frequently and try to help them with their business. You can also use these businesses to promote yourself through their network.

9. Start Referral Program for Existing Customers

Create a referral program either on your website or by other means. Make sure that with each referral, the person who refers it and the person who comes to you with the referral get something in return.

The prize could be a discount, a gift, or something that will make both sides happy.

A referral system allows your existing customers to convince their friends who are looking for a business like yours.

10. Create and Keep Your Google My Business Profile Up to Date

Google has many different services, and Google My Business is the backbone of their system for local businesses.

Register your business and office at Google My Business, update your information all the time, including your information, and always take care of the profile.

This way, when people look for local bookkeeping leads, they will see your business both on the map and on the searches. Also, make sure to do local SEO with your Google My Business Profile.


11. Hire a Professional Customer Service Representative 

If you have a high volume of leads or your existing customers come to you with questions regarding their services or anything that might need constant attention, you need customer service.

Hire a professional customer service representative and train them for your business.

Make sure that your representative or representatives are aware of your business and can answer most questions regarding your business.

12. Create Ad Retargeting Paid Marketing Campaigns

When you are doing marketing or managing your social media accounts, it is important to retarget people who visited your website, commented on your posts, or showed interest in your business in one way or another.

Retargeting works the best via digital marketing tools and shows your ads and business several more times to those who are already familiar with your business and have visited you.

Read: 15 Strategies To Get More Pressure Washing Leads

13. Manage and Answer Your Online Reviews

You get online reviews from your customers with Google My Business or other reputable review websites.

Make sure always to read your reviews, answer them and solve any problem that you might see. There could also be misinformation about your business or the way things happened.

Always clarify these issues publicly by answering the review on the internet and trying to remove any inappropriate reviews from the platforms.

14. Use Facebook Groups and Help People in Need

One of the most underrated and unused methods of getting to show your business and get leads is Facebook groups.

Join local Facebook groups and provide value there. Answer questions, help people with their needs, and anything you might encounter related to bookkeeping and your business.

This will create brand recognition and let people know that you know your deal and can help them if they need bookkeeping help.

15. Start Cold Calling People in Your Neighborhood

Either use the directory you have or buy a local directory and call people from your neighborhood.

With the right script and also finding out who might need your services, you can increase your conversion rate and get leads with little effort on cold calling.

However, you need to make sure that you are calling the right people in the right location.

16. Use Local Events To Share Your Expertise

If there is an event regarding finances, accounting, bookkeeping, or anything similar, try to participate in these events. Either as a guest or as a speaker.

If you join as a speaker, you will have the chance to showcase your skills and introduce yourself to a handful of people in your local neighborhood.

This will show people that you know your business and have the experience to help them when they need help.

17. Create Digital Marketing Campaigns in Various Platforms

Set a certain budget for your marketing efforts, pick the channels for digital marketing, and start applying digital marketing on these platforms.

You need to set the right location, keyword, and other details for these digital marketing efforts to be successful. Make sure you have the right channels at hand and a good budget.


Benefits Of Google Ads For Bookkeeping & Accounting Leads Generation

Build Brand Awareness 

Google Ads is an excellent tool to build brand awareness by getting your brand in front of your target market.

By creating engaging ads that help people become aware of your brand and the services you offer, you can start to be a bug in the ear and build brand awareness quickly. 

Provides Quick Visibility 

Google Ads is quick to generate results and makes your website rank on the first page of search results regardless of how much experience you have in bookkeeping.

If you want to see results within a few days, Google Ads is the best fix to your marketing problem. 

Filter For More Targeted Bookkeeping & Accounting Leads

Another unique feature of Google Ads is that it allows you to pinpoint and target your potential customers for more targeted results.

You can use demographics, location, online activity, and so much more to narrow your target audience and get more leads. 

Measure Your Success

Google Ads, when combined with Google Analytics or any other third-party tool, allows you to track and measure the success of your lead generation strategies, calculate your ROI, and make any necessary adjustments to attain better results. 

Cost-Effective and Flexible 

Google ads are one of the most cost-effective ad platforms, great for businesses of all shapes and varying budgets.

Advertisers can set their daily budget, bid size, and maximum budget that works for them depending on their industry, current trends, customer life cycle, and their goals.

Read: 17 Strategies To Get Exclusive Appliance Repair Leads

Why Choose Us?

We are a tech-enabled digital marketing agency that provides custom lead generation strategies for our clients.

Our team of digital marketers is highly skilled at finding the right leads and sending them to you in real-time.

All the leads we provide are 100% exclusive, and phone verified to ensure quality. 

  • Custom Landing Page

We’ll create a powerful landing page to capture a customer’s info and lead them deeper into your service leads.  

We’ll optimize your website content to capture your audience’s attention and convert them into leads. 

  •  Content Writing For Bookkeeping & Accounting Leads

Our team of professional writers will consistently create fresh and engaging content to attract new bookkeeping leads. 

  • Focused on ROI

We make sure that all our marketing campaigns run smoothly and give the highest Return on Investment (ROI). 

  • Dedicated Account Manager

We’ll assign you a dedicated account manager to handle your account and communicate your needs to us. 

  • Transparent Reporting

We are clear and honest with our clients and let them know how their lead generation campaign is performing. 

  • Only Pay for Results

You are only billed for the qualified bookkeeping leads. 


What are leads in Bookkeeping & Accounting?

Accountants and Bookkeepers require new prospects just like any other service or profession and thus, Bookkeeping & Accounting leads are important.

How to find my first Bookkeeping client?

You can find your first Bookkeeping client by:

  • Asking your friends or family if they need one
  • Join startups
  • Be active on LinkedIn
  • Partner with other professionals
  • Join related social media groups

How to differentiate between a lead and a prospect?

A lead is just an unqualified contact, whereas a prospect is moved to the sales process and is already a qualified contact.

Is Bookkeeping in demand?

Bookkeeping is anticipated to decline by 3% by the year 2030.

What are the best ways to generate Bookkeeping & Accounting leads?

Some of the best ways o generate Bookkeeping & Accounting leads are:

  • PPC campaign
  • Targeted emailing
  • Referrals
  • Social media advertising
  • Testimonials
NPC Overall Rating


The National Planning Cycles is committed to producing high-quality content that follows industry standards. We do this by using primary sources, such as white papers and government data alongside original reporting from reputable publishers that were appropriate for the accuracy of information while still being unbiased. We have an editorial policy that includes verifiable facts with due credit given where applicable.

  1. https://www.constantcontact.com/blog/bookkeeping-lead-generation/[]
  2. https://blog.close.com/bookkeeping-clients/[]
  3. https://www.accountingwebsites.org/post/8-real-lead-generation-strategies-for-business-clients[]

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