Accounting & CA Firms · Lead Generation

CA firm lead generation agency in Pune

Most agencies sell a CA firm more traffic. The bottleneck in a Pune practice is rarely traffic; it is the twenty minutes after an enquiry arrives, when a partner is on a call and nobody else knows what to say. We work on that twenty minutes: routing, ownership, a qualification script and a register the practice manager can act on. Traffic work follows once the practice can absorb it.

Request a call back +91 7559436583
CA firm lead generation agency in Pune — Accounting & CA Firms
An agency that treats an unanswered enquiry as the main problem, not a traffic problem.

What we find

  • The contact page lists one phone number and one generic email, both landing with a partner.
  • Enquiries that come through LinkedIn are answered in a personal inbox and never counted.
  • There is no agreed answer to 'what do we say when someone asks about fees on the first call'.

What we build

  • Enquiry routing by service line, with a named owner and a backup for leave and travel.
  • Reception and junior staff briefed on the first three questions and what not to promise.
  • A simple status list a practice manager can review in ten minutes a week.
  • A monthly review of which service lines the enquiries actually came from.

Questions

We are a two-partner firm. Is this overkill?
No. Small firms feel it most, because there is no spare person to absorb an unowned enquiry.
Do you contact our enquiries for us?
We set up the routine and can draft replies, but the conversation stays with the firm. Clients of a CA practice expect to speak to the practice.
How do you handle confidentiality in a shared register?
The register holds contact details, service line and status only. Nothing about a client's affairs is written into a marketing system.

More in Accounting & CA Firms

All 12

Lead generation for accounting firms

Capture and first response, so a referral does not go cold in a partner's inbox.

Accounting firm enquiry follow-up

A follow-up routine with an owner and a date, instead of a reminder in someone's head.

Digital marketing for accounting firms

A marketing plan that fits between filing deadlines instead of competing with them.

Next step

Start with a call.

Name, phone, timeline. That is the whole form.

+91 7559436583
info@anikaayintegration.com

By sending this you agree to be contacted about your enquiry — nothing else, no mailing list. See our privacy policy. We reply during business hours, Mon–Sat, 10:00–19:00 IST. Or call +91 7559436583.

This form is protected by reCAPTCHA — Google Privacy and Terms apply.