Most campaigns begin generating data within the first 2–3 weeks.
Performance typically improves over the first 60–90 days as optimization takes place.
Lead Generation for Accountants and Tax Firms
Stop Running Ads. Start Building a Lead Engine.
If your ads aren’t producing booked appointments consistently, the problem isn’t Meta or Google.
It’s your system.
We build structured lead generation engines for tax firms that want predictable growth — not random clicks, excuses, or wasted ad spend.
This is not media buying.
This is revenue infrastructure.
Trusted by service-based businesses across the U.S.
Built for firms that want predictable lead flow; not random results.
How it works
A System, Not Just Ads
Lead generation isn’t about “running ads.”
It’s about building a system that consistently attracts, captures, and converts the right prospects.
That’s exactly what we build.
Our process is structured in phases so your firm gets results without guessing, burning ad spend, or relying on hacks.
Flexible plans for every Accounting and Tax Firm
Predictable lead generation plans designed for long-term value and growth.
Build the Lead Generating Engine
This is where everything starts.
We build the complete Meta advertising system your firm needs to generate leads the right way — with structure, tracking, and strategy from day one.
- Investment
- $2,999 one-time
- Payment plans available
- This phase is required before moving to Activation or Scale.
What's Included:
Ad strategy & targeting session
Meta Ads account & campaign setup
Facebook pixel & conversion tracking
Cold audience lead generation campaign
Retargeting campaign setup
Creative testing framework
Eight image concepts with three sets each
(24 total image files)
Calendar booking automation setup
(CRM required)
Turn Data Into Better Leads
We launch your campaigns, actively manage them, and optimize performance so traffic starts converting into real leads; not just clicks.
Most campaigns fail because no one optimizes them properly.
Once campaigns are live, we actively test, adjust, and improve performance based on real data — not assumptions.
This is where costs come down and lead quality improves.
- Timeline
- 90 days active management
- Investment
- Included with Foundation
What's Included:
Campaign launch & monitoring
90 days of active management
Bi-weekly optimizations (audiences, budgets, creatives)
Retargeting adjustments
Conversion tracking & performance analysis
Monthly strategy calls (3 total)
Optimize & Scale What Works
Double Down on What Works
After we identify winning audiences and creatives, we scale with confidence.
Scaling isn’t about spending more money blindly — it’s about doubling down on proven winners.
This phase is about consistency and growth.
Once we identify what’s working, we scale winning campaigns, expand reach, and optimize performance to build a predictable lead flow.
- Timeline
- Ongoing (monthly)
- Investment
- $750 / month
What’s included
Expansion of top-performing creatives
Strategic budget increases
Higher-intent messaging
Advanced retargeting strategies
Ongoing performance optimization
Monthly strategy calls
Why This Is Different
Most agencies sell ads.
We build a lead generation infrastructure.
That means:
Proper tracking from day one
Systems designed for long-term growth
Clear phases instead of vague “monthly management”
A process built specifically for accountants and tax professionals
We don’t chase hacks or trends.
We build systems that compound.
WHO THIS IS FOR
This Is For You If:
- You want consistent leads without managing ads yourself
- You want a real system, not random campaigns
- You understand growth requires structure and testing
- You want visibility where prospects already spend time
This Is NOT For You If:
- You’re looking for overnight results
- You want a one-time, low-cost solution
- Teams unwilling to follow up with leads
- Anyone not serious about growth
Ad Spend & Expectations
Ad spend is paid separately and directly to Meta, or Google.
Typical ad spend ranges from $30–$400/day depending on market, competition, and goals.
Video ads consistently outperform static images, especially in competitive markets where attention matters.
Results You Can Expect
This is not a viral hack.
Visibility where prospects already spend time
Measurable
cost-per-lead tracking
Retargeting that follows up automatically
A system that improves over time
Predictable lead generation you can plan around
FAQ
Got questions? We’ve got answers
Before you get started
Typical ad spend is paid directly to Meta and is not included in management fees.
Is this lead generation or paid advertising?
It’s paid advertising built as a lead generation system.
Ads are just one component. Strategy, tracking, creative testing, and optimization are what actually generate leads.
Is the $2,999 a one-time fee?
Yes. The Foundation phase is a one-time setup investment.
It installs the full advertising infrastructure required before any scaling or optimization can happen.
Is ongoing management included?
Yes. Activation (optimization and management) is included for the first 90 days after setup.
After that, you can continue with Scale for ongoing optimization.
How long does it take to see results?
Do you guarantee leads or results?
No. We don’t sell guarantees — we build systems.
Results depend on market conditions, offer, ad spend, and follow-up. What we guarantee is proper structure, tracking, and execution.
How much do I need to spend on ads?
Ad spend is paid separately and directly to Meta.
Typical ad spend ranges from $30–$400/day, depending on your goals and competition.
Do I need a CRM?
Yes. Calendar booking and follow-up automation require a CRM.
If you don’t have one, we can recommend GetMarko CRM or a compatible option.
Can I manage the ads myself later?
Yes. You own the ad account, data, and structure.
You’re never locked in.
Is this a contract?
There is no long-term contract required for the Foundation phase.
Ongoing Scale management is month-to-month.
Is this right for small firms?
It’s right for firms that are serious about growth.
If you’re not ready to invest in ads or follow up with leads, this is not a fit.
Do I need a sales process in place?
Yes. Our campaigns generate qualified leads, but you need a clear sales process to convert them into clients. This means having a defined way to handle new inquiries — whether it’s phone calls, emails, or scheduled consultations. Without a sales model, even the best leads can go cold.
Who should follow up with the leads?
Someone from your team (or you) must be responsible for quick follow-up. We recommend reaching out within 24 hours to maximize results. Leads are opportunities — and speed is key to turning them into paying clients.
Is this service right for me if I don’t have time to follow up?
Probably not. If you don’t have the bandwidth, time, or willingness to follow up with leads, this service won’t deliver its full potential. Successful clients combine our lead generation system with consistent follow-up to drive real growth. If you’re not ready for that, it may not be the right fit.
If you want to keep testing ads, don’t book.
If you want a real lead engine, this is the move.
Start with Foundation or book a strategy call.
Book a Discovery Call Discover how GetMarko helps accounting and tax practices generate more leads.
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