Accounting & CA Firms · Lead Generation

Lead generation for accounting firms

Accounting firms do not usually have a lead problem; they have a response problem. The enquiry exists — a referral, a website form, a call at reception — but it lands in a place with no owner and no status, and it waits. Lead generation here means building the route: where the enquiry lands, who answers it on which day, what gets asked before a partner's time is committed, and how the practice sees what happened.

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Lead generation for accounting firms — Accounting & CA Firms
Capture and first response, so a referral does not go cold in a partner's inbox.

What we find

  • Enquiries arrive by three routes and none of them are written down, so the practice cannot say how many it received last month.
  • The person who answers is whoever is free, which means a partner answers a question a junior could have qualified.
  • Follow-up depends on memory, and a client who said 'after the audit' is never contacted again.

What we build

  • A single enquiry register with source, service line, owner and status.
  • A first-response rule for every working day, including weeks when partners are out.
  • A short qualification script covering entity type, service needed and timeline.
  • A weekly five-minute review so nothing sits unanswered for a fortnight.

Questions

How many enquiries should we expect?
It depends on service lines, locality and how visible the firm already is. We do not quote an enquiry number before the route exists and has been running for a month.
Will this replace referrals?
No. Referrals remain the main source for most Pune practices. The work is to make sure a referred enquiry gets answered and recorded.
Where does the register live?
Usually a shared sheet or the firm's own CRM. We set the fields and the routine; the practice owns the data.

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Next step

Start with a call.

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

+91 7559436583
info@anikaayintegration.com

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