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.

lead generation for accounting

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.


Average Multi-channel ROI


Visitor To Contact Conversion Rate


Average Opportunity To Close Rate


Average Reduced Cost Per Lead


Lead Forecasting Accuracy


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.


Unique ICPs Researched for Accounting Companies


Average Increase in Revenue


Clients in SaaS Accounting Industry


Average Increase in Revenue

Getting meetings with public companies is an art and science!

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
Research and Lead Generation
Orchestrated Outbound

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
Business Growth
Business Growth

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


Average Appointment Rate Growth Under 3 Months.


We provide details for 30% of visitors of conversion pages that do NOT fill out your forms.


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.

“SaaSLeads has been instrumental in expanding my accounting software business. Their tailored lead generation strategies have connected me with qualified prospects who are genuinely interested in my solution. Thanks to SaaSLeads, my client base has grown significantly, and I've seen a substantial boost in revenue.”
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Accounting Software Provider
“SaaSLeads is a game-changer for our software business. Their lead generation strategies have helped us identify and connect with prospects that align perfectly with our target audience. Their high-quality leads have resulted in increased sales and revenue growth. We highly recommend SaaSLeads to any software company looking for effective lead generation.”
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Software Provider
“We were struggling to generate leads for our SaaS product until we partnered with SaaSLeads. Their expertise in lead generation and their data-driven approach have made a remarkable difference in our business. We have seen a significant increase in qualified leads, leading to higher conversion rates and a boost in our customer base.”
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SaaS Provider
“SaaSLeads has exceeded our expectations in delivering exceptional leads for our software solution. Their targeted approach and industry knowledge have allowed us to connect with the right audience at the right time. The quality of leads provided by SaaSLeads has resulted in higher conversions and a positive impact on our bottom line.”
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Software Provider
“We have been impressed with the results delivered by SaaSLeads. Their lead generation strategies have consistently provided us with qualified leads that are genuinely interested in our software. Thanks to their efforts, we have experienced accelerated growth, increased customer acquisition, and improved ROI.”
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SaaS Provider
Commonly asked accounting questions

Frequently Asked Questions

How do you generate leads?

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.

How do you ensure lead quality?

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.

How do you measure success?

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.

How long does it take to see results?

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.

What is your pricing model?

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.

Can you work with businesses of all sizes?

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.

Where do you get leads from?

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.

What do you consider a qualified lead or appointment?

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.

How much time does it take to get up and running?

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.

Can you guarantee the number of appointments you set?

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.

When will we see our first leads/appointment?

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

What happens if you don’t fulfill the commitment?

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.

How will I be able to monitor the progress of my campaign?

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.

How does your sales development differ from other agencies?

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.

How much time would it take for me to see the first results?

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.

How do you report on results?

We present you weekly reports on campaigns’ performance in Google Data Studio during our sync-up calls to reflect real-time and historical data.

What happens if a prospect doesn’t show up for a meeting?

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.

What CRM do you use?

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.