Not just January-rush sole traders chasing a tax return. Real retainer-fit clients (SMEs, contractors, property landlords, e-commerce founders) sent only to your practice, pre-qualified on turnover band, current accountant status, and service interest.
Book a Discovery CallSole-trader and SME clients respond to paid ads. £5m+ commercial accounts don't, so we use B2B outreach for those. Most practices end up using both.
For attracting sole traders, contractors, freelancers, property landlords, e-commerce sellers and SMEs up to about £5m turnover. These buyers respond to ads and qualify themselves through a structured enquiry form.
For larger commercial accounts (£5m+ turnover, multi-site groups, FCA-regulated firms, PE-backed companies), the buyer journey is consultative and personal. Paid ads don't work, direct outreach to finance directors and CFOs does.
If you specialise (or want to), these are the niches we see strong cost-per-acquisition and high retainer LTV on.
Outside IR35, limited company directors, day-rate IT and creative
Buy-to-let, HMO, holiday let portfolios, capital gains specialists
Shopify, Amazon FBA, multi-channel sellers, VAT specialists
EIS / SEIS, R&D tax credits, share scheme advisory
CIS, subcontractor schemes, VAT reverse charge
Dentists, doctors, locums, NHS pension planning
Restaurants, pubs, hotels, multi-site groups
Law firms, agencies, consultancies, partnerships
Benchmarks our accountancy clients tend to hit once campaigns mature. Your numbers vary by niche, region and ad spend.
Typical cost per qualified enquiry
Enquiry to signed-client conversion rate
Typical client lifetime value horizon
From kick-off call to live campaign
The questions we hear most often on a first call with a practice partner or principal.
Mostly UK SMEs with £100k to £5m turnover, plus sole traders, contractors and freelancers earning over £50k. We can target specific niches (property landlords, e-commerce, tech, healthcare professionals, hospitality) so you're not getting a generic mix of clients you don't actually want. For larger commercial accounts, we run B2B outreach instead of paid ads, the buyer journey is different.
Tax season (January) and year-end (April) drive natural demand spikes, but the best accountancy clients want a year-round retainer relationship, not just a tax return. We design campaigns to attract retainer-fit clients all year, with a tactical spend uplift in the run-up to tax season for sole traders who only think about an accountant when the deadline looms.
Sole-trader and freelancer enquiries typically cost £30 to £80 each, with around 30 to 50 percent converting to a paid client at £40 to £150 a month retainer. SME enquiries cost £60 to £150 each with higher conversion rates and £300 to £1,500+ monthly retainers. Given client LTV usually runs 3 to 5 years, the maths comfortably works at these CPLs.
Yes. For larger commercial accounts (£5m+ turnover) or specific niches (PE-backed companies, multi-site groups, FCA-regulated firms), paid ads don't work well, the buyer journey is too consultative. We run AI-assisted cold email and LinkedIn outreach to book direct meetings with finance directors and CFOs at your target accounts.
Each enquiry filters by business type (sole trader, limited company, partnership), turnover band, current accountant status, urgency, and specific service interest (year-end, VAT, payroll, MTD, advisory). Out-of-scope or non-ideal clients are filtered before they hit your diary, you only spend time on the ones likely to sign.
Yes. Campaigns are built around the ICAEW Code of Ethics and ACCA Rulebook guidance on advertising. No misleading claims of expertise, no fee promises, no comparative claims, no exploitation. We work with your firm's compliance lead to sign off ad copy before launch.
Book a free 20-minute discovery call. We'll talk about your niche, your ideal client profile, and whether we're the right fit. No pressure, no hard sell.
Book a Discovery Call