How to Get More Chartered Accountancy Leads in 2025

James Dooley: If you are a chartered accountant and you're looking for a consistent flow of inquiries being built for your website and for your company, this video is for you.

Kasra Dash: Myself and James, we've worked and dealt with a lot of different chartered accountants throughout the UK. So we know exactly what works when it comes to a marketing strategy and we also know what doesn't work as well. So what you should be avoiding. In this video, we're going to be breaking it down. So James, take it away.

James Dooley: So step number one. What I'd be looking to do to grow is a Google Business Profile. If you already have one, I'd be making certain that I would be reaching out to all my existing clients to try to get me as many five star reviews as possible. It's a great way for a Google Business Profile to generate more leads. There's obviously getting citations and doing Google Business Profile posts and uploading photos on there. So that's definitely step one that I would be doing to try to generate more local leads.

Kasra Dash: So step number two. This is to bolster your actual Google Business Profile. I would be creating dedicated service pages for each of your individual services as SEO optimised pages on your website. The good thing is when you start doing that, it's going to help rank your service pages. There's also a stronger chance of your Google Business Profile ranking and showing up for those keywords as well. So you're indirectly going to get more phone calls.

James Dooley: Yeah for sure. And if you are looking for more local leads, another option is PPC lead generation. That's pay per click within Google or within Bing where you're targeting bottom of the funnel keywords that generate more inquiries. The difficult part is you need to make certain you team up with a good pay per click agency because there is click fraud and a need to build up a negative keyword list so you're not getting people applying for jobs. PPC can work well but in the wrong hands you can waste a lot of money. But it's another way of generating local leads.

Kasra Dash: Yeah. After that, you've also got Meta ads. So Facebook and Instagram. Next time somebody goes onto Facebook they might be scrolling and they might see your ad. There are a few ways to set up Facebook ads. You've got option A, which is lead forms, which are easy to do. They don't even leave Facebook. They never click onto your website. The issue with lead forms is the quality might not be great, but you can add more questions to increase the quality. Then you've also got conversion ads where they get sent to your website and fill out your contact form. So you have a couple of options.

James Dooley: Yeah for sure. Another way to grow more local leads is organic social media. Posting regularly on Facebook, Twitter, YouTube, Pinterest, Instagram. There are lots of platforms. Reddit's big nowadays and Quora is big if people have questions and you can answer them. Organic social media is another great way to generate more local leads.

Kasra Dash: With organic social media, it's more of a volume game. You want to be constantly uploading whether it's daily or weekly. You might say you want to upload five videos a week and you should stick to that, especially for algorithms on YouTube and Twitter.

James Dooley: Yeah for sure. What's your thoughts on using any sort of AI agents? If you can try to team up with someone to use something like N8N to automate and schedule posts on social media. What's your thoughts on using artificial intelligence? It's all the rage for generating more leads. Would you team up with an AI consultant to set that up?

Kasra Dash: You can definitely go down that route. Setting up AI agents to crop videos and auto publish to YouTube, Facebook, Twitter and so on. But another thing I'd be focusing on is AI search. A lot of people have started to move away from Google. Not everyone because billions still use it every day. But people are slowly starting to search in engines like ChatGPT, Gemini, Claude, Grok. If your brand isn't showing up in those, you will have an issue generating leads. That's another thing I'd focus on.

James Dooley: Yeah. And also if you're looking for more business leads in the local area, another thing I'd be doing is teaming up with tradespeople websites. You've got Checkatrade, Bark, Builder Builder, TrustATrader, Rated People. These platforms can generate more local leads. What I'd say is make certain you're tracking your KPIs to see your return on investment. You should be tracking cost per lead, cost per acquisition and the return on investment. Tradespeople websites can work very well. Make sure you check the links in the description because we do a lot of videos comparing Checkatrade with FatRank, Bark with FatRank, Rated People with FatRank, Builder Builder with FatRank. Now I've mentioned FatRank a few times, Kasra, what's your thoughts on lead generation companies as opposed to tradespeople companies?

Kasra Dash: With lead generation companies, you want to do your due diligence. Make certain that if you are in a specific niche, that company has generated leads in that industry before. I'd also have a strategy call with them and say your budget and how many leads you want to make certain your KPIs align. You also want to ask what type of leads they offer. Are they exclusive or shared? Because a lot of other lead gen tools such as Bark and Checkatrade offer shared leads. Whenever we speak to company owners who use those services, their biggest pain point is that it's a shared lead and it's a race to the bottom on price. So that's something I'd ask before partnering up.

James Dooley: Yeah for sure. If anyone is interested in generating more local leads, I strongly recommend heading over to FatRank.com where we have a commission based lead generation service. You only pay a finder's fee on converted jobs. You have nothing to pay per lead. You have nothing to pay until you get paid. Until you convert that job on a pay per sale basis and you've completed the job and been paid. That's when you pay FatRank.com. Head over to FatRank.com to see whether you qualify. But I want to expand a little further. What's your thoughts on inbound lead generation versus outbound lead generation?

Kasra Dash: I always prefer inbound. The conversion rate of not just getting the lead, but the lead actually converting into a paying customer is a lot higher. The last stat I saw was something like 16.1 percent end up converting into a paying customer as opposed to 1.4 percent when it's an outbound lead.

James Dooley: Yeah that's crazy. It's 10 to 12 times more conversion.

Kasra Dash: Yeah. You need to do a lot of volume for outbound such as cold calling or cold email or LinkedIn Sales Navigator. Sometimes you need a lot more staff to do it. People sometimes look at the cost and say they want free leads. They think they're generating free leads but there's still the cost of email sending and the sales team who try to convert them. So I completely agree that inbound leads are so much better.

James Dooley: But what's your thoughts on real time leads? People ask whether real time leads are important. Is it important that as soon as they inquire it comes through to you straight away?

Kasra Dash: Yeah it's very important. The last stat we saw internally was if you're able to get a real time lead, it converts 60 percent higher. I think it was 63 percent higher. When we got the KPIs down it was responding in under a minute. We used to think five minutes was good. When people respond in under a minute, the conversion rate shoots up. Inquiry comes in. Can you call them or email them back immediately saying thanks for the inquiry and get more information. I'm not saying every company needs to respond in under a minute. There are certain things we look at at FatRank when partnering with businesses. A lot of businesses fall short where they might be away for five days on holiday and they don't have someone to pick up the leads and we're still providing them. These little nuances matter. The best thing I'd recommend to anyone looking to scale their business and get a consistent flow of high quality leads is fill out the form at FatRank. The team will tell you if you're the right fit or not and give feedback on what to do next.

James Dooley: So I hope you like all the different lead generation strategies put in place for a chartered accountant. If you own a chartered accountancy practice and you're looking for more leads, make certain you head on over to FatRank.com and hopefully we're able to start generating you more chartered accountant leads.