Industries · CA and finance
Lead generation for CA firms and finance practices, done carefully
Most CA firms grow by referral, which is steady but slow and hard to plan. We run lead generation for CA firms and finance practices that reaches business owners when they need help — GST, compliance, company setup, accounting — with informational ads and polite LinkedIn outreach. Every enquiry is followed up and handed to you with context.
What holds back growth for CA and finance firms
Chartered accountants, tax consultants and finance advisers raise these three points again and again.
Growth depends almost entirely on referrals
Referrals are high quality but unpredictable. When you hire a new associate or open a service line, you cannot simply ask your existing clients for more introductions.
Enquiries are often one-time and price-led
Many people want a single ITR filed at the lowest price. Firms that want retainer clients — monthly accounting, GST, payroll, audit — need a way to find business owners, not one-off filers.
Professional rules limit how you can promote
Chartered accountants in practice have guidelines on advertising and solicitation, and finance advisers face rules on what they can claim. Generic marketing agencies often write copy that does not fit those limits.
The campaign plan we would run for a CA or finance firm
Example goal: 'Find founders of small private limited companies in Pune who need monthly accounting and GST filing.'
- 01
Start with your rules, then the reach
Before any copy is written, you tell us what your professional guidelines allow. Ads stay informational — what a service covers, deadlines and how to get help — rather than claims of superiority.
- 02
Catch intent on Google, build trust on LinkedIn
Google Search covers searches like GST registration, company incorporation and accounting services near the client. LinkedIn Ads and LinkedIn outreach reach founders and finance heads by company size and industry.
- 03
Use deadlines as natural moments
Filing and compliance deadlines are when business owners look for help. The plan raises budget ahead of those windows and sends reminder emails to past enquiries.
- 04
Qualify by business type and need
The Qualifier agent asks entity type, turnover band and which services are needed. The Enrichment agent adds company details so a partner can judge fit before calling.
- 05
Book a discovery call and keep improving
The Scheduler agent books a call with the right partner. The 20-minute optimisation loop keeps moving budget to the searches and audiences that bring retainer-type enquiries.
Sample budget split for a CA firm
Percentages of your own monthly budget, as an example of how a plan could look.
| Channel | Share of your budget | Job in the plan |
|---|---|---|
| Google Search | 45% | Business owners searching for specific compliance and accounting services |
| LinkedIn Ads | 30% | Founders and finance heads, filtered by company size and industry |
| Meta (Facebook and Instagram) | 15% | Informational posts for small business owners and traders |
| YouTube | 10% | Short explainers on deadlines and changes, featuring a partner |
Illustrative split — your plan is built from your goal and budget. LinkedIn outreach runs alongside and is not part of ad spend.
Audiences and sample ad copy
Sample lines only, written to stay informational. You approve final wording against your own professional guidelines.
Audience: founders of small companies
Owners and directors of companies in their first few years, who often need bookkeeping, GST and annual filings handled together.
Audience: traders and family businesses
Established local businesses searching for GST, TDS or audit support in your city.
Sample ad lines
'GST return due soon? Here is what you need to keep ready.' · 'Monthly accounting and compliance for small private limited companies — a short guide.' · 'Setting up a company? Understand the steps before you start.'
Sample WhatsApp follow-up script
A sample conversation after a founder downloads a GST checklist from a Google ad.
Business: Hi Vikram, thanks for downloading the GST checklist from [Firm name]. Hope it's useful. Is this for your own company?
Lead: Yes, we're a 2 year old pvt ltd. Our accountant left
Business: Understood. Which of these do you need help with right now: monthly bookkeeping, GST returns, TDS, payroll, or annual ROC filings?
Lead: Bookkeeping and GST mainly. ROC also due
Business: Thanks. Roughly how many invoices do you raise in a month? It helps the partner understand the workload.
Lead: Maybe 60-80
Business: Got it. Would you like a 20-minute call with one of our partners to understand your setup? They are free tomorrow at 11 am or Friday at 3 pm.
Lead: Friday 3 is good
Business: Booked for Friday at 3 pm. The partner will call you on this number. If you have last year's filings handy, it will help them advise you.
Your firm keeps full control of spend
Campaigns live in your firm's own Google, LinkedIn and Meta ad accounts and wait in a paused state until a partner approves them. Pausing all of them takes one click. You sign in to each platform yourself, so we never see or store passwords, and every rupee of ad spend is billed by the platform straight to your firm.
Careful language for a regulated profession
Chartered accountants should check their institute's current guidelines on advertising and solicitation before any campaign goes live, and other finance professionals should check the rules that apply to their registration. We keep ads informational and never use guaranteed-return, guaranteed-refund or 'lowest tax' language.
LinkedIn outreach is kept polite and relevant: a short note, a useful resource and no pushy follow-ups. Every reply, enquiry and booked call is logged in the CRM, and the Report Writer agent sends partners a plain-English weekly summary they can read in two minutes.
Price
Credits from ₹899 + GST or $9.99. No retainer, no subscription
You buy credits once and they only move when something is done: a lead found, an invite sent, a conversation handled, a campaign built. A quiet week costs nothing, and credits never expire. Ad spend is separate and paid to the platforms from your own ad accounts.
Want to see it before you talk to anyone? Watch how the product works on boostmysites.in: you set a goal, review the plan, and nothing spends until you approve.
Questions buyers ask
Are CA firms allowed to run ads?
Practising chartered accountants have institute guidelines on advertising and solicitation. Please check the current rules with your institute. We keep campaigns informational and you approve every line.
Can you avoid one-time ITR filers and find retainer clients?
Yes. Targeting and keywords focus on business services, and the Qualifier agent asks about entity type and ongoing needs, so one-off filers are scored lower.
Will LinkedIn outreach be sent from my profile?
It can be. You connect your own account yourself, approve the message templates, and can stop outreach at any time.
We are a wealth adviser. Can you promise returns in ads?
No. We never write guaranteed-return or assured-profit claims. Ads explain your service and process, within the rules that apply to your registration.
Do you guarantee new clients?
No. We do not guarantee leads, clients or fees. We give you a reviewed plan, campaigns that spend only after your approval, and a weekly report.
Keep reading
Free campaign plan
See your campaign plan before you spend.
Tell us what you sell and who you want to reach. We'll show you the plan: budget split, audiences, ad copy. Nothing goes live until you approve it.