Accounting Lead Generation & Appointment Setting

Ledger Leads understands the unique marketing and sales challenges that accounting, auditing, and tax services firms face. That is why we provide custom accounting lead generation and appointment setting solutions tailored for professional accounting services in the business-to-business environment. We provide you with everything you need to run a successful marketing campaign, grow your client base, and boost your sales performance.

Our expertise helps you harness the power of B2B telemarketing to achieve your sales and marketing goals. Telemarketing is and will always be one of the most effective marketing channels for professional service providers like you to reach business customers, generate genuine accounting & tax leads, set up sales appointments, and convert prospects into clients. Telemarketing, done by experts at Ledger Leads, can become your company’s best prospecting tool.

Having Ledger Leads as your marketing partner opens up new and better marketing opportunities for your accounting practice. Aside from our roster of professional business-to-business telemarketers, we give you exclusive access to our massive proprietary database of business contacts from companies in a wide range of industries worldwide. We make sure that your marketing message reaches key decision makers such as:

  • Business Owners
  • Managing Partners
  • CEO
  • VP Finance
  • Chief Financial Officer
  • Chief Accounting Officer
  • Controllers
  • IT Audit Managers
  • Comptrollers
  • Accounting Managers

Our accounting and tax appointment setting expertise covers four main areas:

General Accounting/Bookkeeping Services. Our professional telemarketers are highly trained and experienced at delivering bookkeeping and accounting leads in the following categories:

  • Accounts Receivable Management
  • Accounts Payable Management
  • Inventory Management
  • Bank Reconciliation
  • Budgeting
  • e-Accounting or Online Accounting
  • General Ledger Maintenance
  • Payroll Processing
  • Trial Balance Sheet Preparation
  • Cash Flow Management

Tax Services. Ledger Leads can help you promote your tax services expertise and set you up with sales-ready appointments in the following:

  • Tax Advisory
  • Merger and Acquisitions
  • Tax Compliance
  • Transfer Pricing
  • Tax Planning
  • Sustainability & Climate Change Tax
  • ITR Preparations
  • Litigation Support
  • Estate/Family Wealth Planning
  • Compensation and Benefits

Audit & Assurance. Our professional telemarketers deliver high-quality, sales-ready CPA leads for auditing services such as:

  • Financial Accounting
  • IFRS Reporting
  • External Audit
  • Audit of Financial Statements
  • Regulatory Compliance and Reporting
  • Actuarial Insurance
  • Inventorying of Company Assets
  • Compilation and Review
  • Fraud and Investigative Dispute
  • Sustainability Reporting

Advisory Services. Experts like you deserve nothing short of expert telemarketing assistance to generate quality advisory leads and appointments in the following setting:

  • Business Development
  • Management Consultancy
  • Enterprise Risk Management
  • IT Infrastructure Risk Management
  • Internal Audit
  • Employment Solutions
  • Operational Performance Solutions
  • Governance
  • Corporate Finance
  • Enterprise Security Management

Every accounting lead and appointment we hand off to your internal reps has undergone and passed a thorough lead qualification process designed to identify and track accounting prospects that really fit your solution. We start by identifying the ideal contacts for your campaign and then qualifying them based on budget, authority, need, and timeline to come up with only the most promising CPA leads or tax appointments.

At Ledger Leads, we make sure that every client experiences the full benefit that our brand of lead generation and appointment setting has to offer including:

  • Rigorous quality assurance standards.
  • Lower costs – no overheads.
  • Higher conversion rates.
  • Improved sales effectiveness and efficiency.
  • Enhanced revenue potential.
  • Better likelihood of repeat business.
  • Optimal ROI.

Talk to us today and find out more about how our world-class accounting and tax appointment setting services can work to your advantage.