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CPA and accounting firms · Lead generation

Send the fixed fee in two days, before the owner asks the next firm.

Lead generation for a CPA firm is the enquiry arriving, being qualified against the work you want, and reaching a written price while the owner is still deciding. GullySales sets the qualifying questions, builds the discovery call into a proposal that goes out within two working days, and keeps every one that went quiet on a follow-up list.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of cpa and accounting firms at work in the United States

What lead generation means

Lead generation is the combined work of every channel that brings in a new enquiry, whether from search, adverts, referrals or a stall at an exhibition. GullySales runs these channels together and reports the number of enquiries each one produced, not the activity behind it.

Also for CPA and accounting firms

Sales and marketing for CPA and accounting firms, the overview.

Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For CPA and accounting firms

Where it usually goes wrong, and what we would do.

  • “Owners want a number before they want a partner”

    The firm that sends a fixed fee this week beats the one promising an hourly estimate after busy season.

  • “Qualifying is mostly saying no”

    A single 1040 with a rental is not your work any more. Have somewhere to send it, and say so in the first call.

  • “The March enquiry needs a different answer”

    You cannot onboard them now, so book the discovery call for May and tell them plainly why.

What we do

What we deliver for CPA and accounting firms.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A qualifying form and first call script

    Entity type, revenue, states filed in, current preparer and what went wrong, asked before a partner's diary is opened.

    Result: Partners only take calls that could become the work you want.

  2. A scope and pricing sheet behind the proposal

    Your own pricing written down by engagement and complexity, so a manager can scope without waiting for a partner to decide the fee.

    Result: The price stops depending on who answered the phone.

  3. A proposal that goes out in two working days

    A fixed fee proposal in a tool such as Ignition, with the scope, the exclusions and the start date, sent while the owner is still comparing firms.

    Result: You are the firm that answered while they were deciding.

  4. A referral path for the work you decline

    An agreed list of preparers and bookkeepers who want the small returns, with a short handover note, so the no is useful to everybody.

    Result: A declined enquiry still sends work back to you later.

  5. Follow-up on every proposal that went quiet

    Two contacts on a set schedule and a final note asking whether they went elsewhere, with the reason recorded against the proposal.

    Result: You learn what you are losing on, and to whom.

How the result is measured

  • Enquiries generated
  • Cost per enquiry
  • Enquiries by source

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full demand and lead generation page

Where enquiries come from

The places a new client reaches a CPA firm, and what to record at each.

A referral from an attorney, banker or wealth adviser
Record who referred, the business, the entity type and what the owner wants fixed. Call the referrer back after the first meeting, whatever the outcome.
A call or web form from a business owner
Ask entity type, revenue band, states filed in, the current preparer and what went wrong. Enter the answers before a partner's diary is opened.
A current client's introduction of another business
Note the client and the new business. Thank the client, and check the firm's engagement letter and independence rules before taking a client whose work may conflict.
A March or April enquiry in busy season
Record the owner, the deadline and the entity. Say plainly that onboarding starts after the season, and book the discovery call for the date you can serve them.
A niche association or trade group contact
Write the group, the meeting and the people who asked a question. Follow up with the one-page note for that industry and record whether they replied.
A returning former client or a lapsed prospect
Link to the earlier proposal and the reason it did not go ahead. Ask what changed in the business before sending a new fixed-fee scope.

Who it is for

This is written for these CPA and accounting firms.

  • Sole practitioners and two-partner firms
  • Multi-partner regional firms
  • Tax-only practices
  • Client accounting and advisory service teams
  • Audit and assurance practices doing non-profit and benefit plan work
  • Niche firms serving a single industry
  • Bookkeeping firms adding tax work
  • Firms preparing for succession or a sale
  • New firms in their first two years

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the lead generation work runs

  1. 1

    Understand your capacity

    We agree how many enquiries your sales team can actually handle well, so the system is not built to overwhelm it.

  2. 2

    Audit current sources

    We check what already brings in enquiries today, even informally, before adding anything new.

  3. 3

    Strategise the channel mix

    Content, search and paid channels are chosen based on where your buyers already look.

  4. 4

    Implement capture and follow-up

    Pages, forms and a follow-up process are built and connected end to end.

  5. 5

    Measure and optimise

    We track enquiry volume and quality and adjust the channel mix to match.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • Hours that fit your day, agreed up front

    Which hours we overlap with yours is settled before any work starts, so you know when a reply is coming and when it is not.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
How do we turn away a small return without being rude?
Tell them plainly that their return is better served by a preparer who specialises in it, then name one. Owners remember a clear answer and send their business friends.
Should partners take the first call?
Not the first one. A manager can qualify and scope, and the partner joins once there is a real engagement. Otherwise your most expensive hour goes to price shoppers.
An owner asked for a quote by email with no details. How do we answer?
Reply with the short qualifying form: entity type, revenue band, states, current preparer and the problem. Say a fixed fee needs those answers. Owners who return it are the ones worth a call, and the rest are comparing prices.
How should we record a referral from the same banker every time?
Add a referral-source column naming the banker, and a second column for the outcome: engaged, declined or lost. After the year, show the banker what came of the introductions. Referrers send more work to firms that keep them informed.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for CPA and accounting firms

Everything else we would do for you.

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Also for CPA and accounting firms

Or start from the overview: sales and marketing for CPA and accounting firms.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

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