SaaS Sales Development & Appointment Setting
Accounting Software
Lead Generation
Our Done-for-you customer acquisition campaigns target your ideal SaaS clients with the right messaging on email, LinkedIn and phone to drive qualified meeting-ready-leads for your sales team to close.

Predictable
Sales Pipeline Acceleration
Our outbound demand generation and sales development services for accounting and billing software platforms drives to go-to-market faster through multichannel playbooks to deliver a continuous flow of qualified leads to your closers.
Gain that unfair advantage against your competitors and reduce sales development overhead by as much as 60% with our daily outbound sales processes through phone, email, social & targeted ads for a repeatable stream of good-fit sales opportunities.
346%
Average Multi-channel ROI
7%
Visitor To Contact Conversion Rate
12%
Average Opportunity To Close Rate
64%
Average Reduced Cost Per Lead
8%
Lead Forecasting Accuracy
8%
Reduced Customer Acquisition Costs

Unfair Advantage Against Competitors
Our demand generation strategies equip you with the actionable intelligence needed to make informed decisions. By understanding your customers' behavior, preferences, and needs, you can tailor your sales-ready messaging with precision across the buyer's journey.
167+
Unique ICPs Researched for Accounting Companies
458%
Average Increase in Revenue
220+
Clients in SaaS Accounting Industry
458%
Average Increase in Revenue
Securing demos with in-market buyers like:











ICP Data Points
- B2B Contact Data
- B2B Intent Data
- B2B Leads Data
- B2B Marketing Data
- Business Ownership Data
- Company Data
- Employee Data
- Firmographic Data
- Technographic Data
Industry Categories
- CPA & Auditing Firms
- Tax Preparation Firms
- Financial Accounting
- IRS Enrolled Agents
- Public Accounting
- Management Accounting
- Tax & Cost Accounting
- International Accounting
- Corporate Accounting
Targeted Titles
- Chief Executive Officer
- Chief Operating Officer
- Chief Revenue Officer
- Chief Marketing Officer
- Director of Marketing
- Director of Sales
- Marketing Manager
- Director of Communications
Tailor Accounting Campaigns
Generic campaigns yield lackluster results. Leverage our CRM and MAP integrations to deliver individualized ads that resonate with each buyer's distinct journey for account based sales.
- Personalized Ad Campaigns
- Targeted Account Marketing
- Customized Sales Strategies


Effortless Enrichment for Accounting Success
Maintaining sustainable sales funnel fuel growth, nurturing prospects, and serving clients is crucial for accounting firms. Maximize your funnel's potential with accurate data.
- Data-Driven Growth
- Prospect Nurturing Solutions
- Sustainable Client Service
Create Data-Driven Strategies & Decisions
Leverage lead generation software to make informed decisions. Dive deep into analytics to understand buyer preferences and highly targeted campaigns to help you close target accounts.
- Informed Decision-Making
- Targeted Campaigns Mastery
- Analytics for Insights


Automated Workflows
Optimize your processes with automated workflows. From initial contact to post-conversion engagement, these tools streamline your efforts, allowing you to focus on delivering value to clients.
- Streamlined Client Engagement
- Effortless Process Enhancement
- Focus on Value
Efficient Lead Nurturing
Accounting lead generation tools enable efficient lead nurturing, helping you move prospects through the funnel with personalized content and timely follow-ups.
- Streamlined Lead Nurturing
- Personalized Content Delivery
- Timely Follow-Ups for Prospects

62%
Average Appointment Rate Growth Under 3 Months.
30%
We provide details for 30% of visitors of conversion pages that do NOT fill out your forms.
93%
Reduction in Cost-Per-Lead.
Close more deals with ROI-focused Lead Generation
Monthly Generation of Qualified Leads: We closely monitor the number of qualified leads we generate each month.
Monthly Sales-Qualified Leads: These are prospects who have been vetted and deemed ready to engage with our sales team, increasing the chances of closing deals.
Sales Opportunities from Leads: We track and evaluate the number of sales opportunities that arise from our leads, providing insights into the quality and readiness of our leads.
Target Account Acceleration: We employ targeted account-based marketing strategies to accelerate the growth and engagement of our key accounts.
Lead Conversion Rates: We constantly analyze our conversion rates to gauge the success of our marketing initiatives.







Frequently Asked Questions
We use a variety of strategies to generate leads, including email marketing, social media marketing, search engine optimization (SEO), pay-per-click (PPC) advertising, and more. We use a multi-channel approach to reach your target audience and deliver your message at the right time.
We use advanced tools and technologies to identify and vet leads that match your specific criteria. We also use data analytics and reporting to track the performance of our campaigns and make data-driven decisions to improve lead quality over time.
We measure success by the number of high-quality leads we generate for your accounting business. We provide regular reports that outline the progress we're making and give you insights into how our lead generation strategies are performing.
The time it takes to see results can vary depending on a variety of factors, including your target audience, the type of leads you're looking for, and the competitiveness of your market. However, we typically start seeing results within the first few weeks of our campaigns and continue to improve over time.
Our pricing model varies depending on the specific services you need and the scope of your project. We offer customized pricing packages that are tailored to your unique business needs and budget. Contact us today for a free consultation and customized pricing quote.
Yes, we work with businesses of all sizes, from small startups to large enterprises. We customize our lead generation strategies to match the needs and budget of your business.
We have access to hundreds of open data sources like Google, LinkedIn, Crunchbase, Glassdoor, D&B, Xing, etc. that we use to manually pull data piece by piece and then verify each data point with our Research Team. Our unique approach allows us to guarantee 100% of our leads to be fresh, up to date, and matching your Ideal Customer Profile.
For us, qualified leads or appointments are the meetings that happen with prospects who mirror your Ideal Customer Profile perfectly, are the right decision-makers, and are interested in your services/products. We cannot say whether they will sign up or make a purchase from you today or tomorrow, but they are vetted to the point when you can talk shop with them.
We developed a unique and efficient onboarding process that takes 5 business days from kick-off call to launch. It is worth mentioning that it takes literally 5 hours of our clients’ time and 2 calls to get our team up to speed with your Ideal Customer Profile and Value Proposition.
Being an acquisition partner and providing guarantees is one of our competitive advantages. Before you sign up, we will tell you how many appointments we can schedule monthly in your industry and offer the most suitable pricing plan.
Very often we see appointments coming in during the 1st week of partnership. However, it might happen that the first appointments are seen during the 2nd week. The typical subscription period is 12 months.
You can see the approximate forecast of appointment setting campaign performance for this period
Our average conversion from a Lead to an Appointment is at 1-2%, based on 5,000 different campaigns for 50 industries and 1,000 clients. We know that 500 leads translates into 5-10 appointments booked.
We will assign an Account Manager who will report to you on our progress daily (via Slack) and weekly (during a sync-up call). Additionally, we will generate comprehensive marketing reports with deep insights into your campaign using Google Data Studio.
Our SDRs have an industry-specific experience, so if you work in healthcare, we’ll assign you a specialist who has relevant background. This allows them to dive into your domain and project specifics much faster.
Also, we have an in-house tool that helps us improve email deliverability and ensure your clients see the emails we send them while nurturing.
Depending on the industry and company size you are targeting, you can see the first appointments in a few weeks, right after we get acquainted with your product and/or services and launch the first email sequences.
We present you weekly reports on campaigns’ performance in Google Data Studio during our sync-up calls to reflect real-time and historical data.
We follow them up to discover the reasons and reschedule the appointment. Not to let that happen, we always send your leads a reminder shortly before the call.
We’re a HubSpot Premium Solution partner, and enjoy HubSpot to the fullest, as it gives our sales and marketing teams a perfect space for keeping track of all our campaigns and opportunities. To help you streamline and automate lead acquisition and management, we can integrate Sales and Marketing Hub Professional into your infrastructure and transfer all the data from your old CRM to HubSpot.
Book More Sales Meetings
Schedule 30-min to see our performance-based outbound lead generation, sales development and qualified appointment setting can get your sales team an extra 3 sales meetings per week.