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Marketing for Accountants

Specialist Marketing for the Accountancy Profession.

Specialist Client Acquisition for the Accountancy Profession

Our accountant's toolkit contains a mix of processes for lead generation and also processes to assist with conversions to paying clients. All the processes used are proven to win additional business for accountancy practices.

At Marketing 4 Results, we know how hard it can be to develop a business, to find the type of clients you want, increase your profitability and at the same time delight your existing clients...we've worked with numerous Accountants, Solicitors and other professional services organisations and have pulled together all the strategies that work into a simple to use "toolkit".

A Brief Overview of the Toolkit

We usenine different marketing methods to generate new leads for your business: you can use all 9 concepts or we can customise the package for you.

  • A series of 5 branded HTML emails delivered to 7,000 decision makers in the geographical location of your choosing...each email is designed to move the prospects closer to becoming a client. 

  • We provide 7k of prospect email data (GDPR compliant data) from our master file of 1.8 million business contacts). Each of the 5 professionally designed HTML emails is sent to your 7000 prospects...you’ll have access to detailed tracking in real time via an on-line dashboard for each email we send for you.

  • An explainer video presenter on the home page of your website: this will massively increase your conversion rates for all website visitors. See https://www.marketing-4-results.co.uk/managed-services/infographic-explainer-videos

  • An endorsed marketing or advocacy campaign...this may need some explanation but it's a very easy way to generate new clients and we'll work with you to find the right endorsing partner.

  • A simple to implement referral scheme...responsible for £50k of new business for one of our past accountancy clients.

  • A lead generation campaign on Facebook and Instagram: here we create and test a min of 27 different ads with different copy, different images and different headlines in order to find out which ones are going to work best for you.


  • A 6-month local Search Engine optimisation (SEO) campaign: ensuring your business is found on-line by the major search engines. For further information see below: 


  • A series of direct mail communications that have been proven to win business for Accountants...don't forget direct mail in today's digital age (you'll stand out as different...think about the amount you now receive compared to five years ago). There are five communications aimed at acquiring high spend clients and three communications for acquiring lower spend clients...each direct mail communication in the series is designed to move the prospects closer to becoming a client. 

  • Each communication includes irresistible offers, powerful risk reversal strategies,  compelling "calls to action" and a direct response mechanism. We also provide the prospect data within your geographic area and pre-screen with telesales for the purposes of the DM Campaigns…the split is 100 prospects for the higher spend clients and 200 prospects for the lower spend clients.

  • A series of 11 reports on differing aspects of Accountancy which we use as part of lead generation & sales conversion processes: the reports are branded to your company and demonstrate your expertise in a range of service offerings.

 The Reports: 

  1. Controlling costs and cash flow
  2. Tax saving opportunities
  3. Financing Business Growth
  4. Making management accounts work for you
  5. Choosing the accounts package that’s right for you
  6. Preparing for your accountant...the do’s and don’ts
  7. Director’s responsibilities
  8. Accounting and economic models and techniques
  9. Boosting profitability
  10. Making budgets work
  11. Managing business risk
  • A series of “irresistible offers” that are proven to win accountancy work within large fee paying clients

  • A series of four marketing reports each packed full of additional marketing approaches, hints and tips that have been proven to work in at least ten differing service businesses

  1. Sales letters that work… the do’s and don’ts.
  2. Advertising your service business.
  3. Using risk reversal to destroy the competition.
  4. How to maximise sales and profits in any service business.
  • Each report is packed full of additional marketing approaches, hints and tips that have been proven to work in at least ten differing service businesses.

  • Five days of consultancy to help you implement the marketing package