Sales-qualified bookkeeping and accounting prospects, verified for needs and intent and delivered straight to your CRM. No retainers, you pay for results only.
Results from live bookkeeping campaigns. See all recorded case studies.
There’s three steps each bookkeeping lead or appointment passes before it hits your team’s CRM or calendar: Targeted outreach, lead screening and handoff. The point is to create a direct line between their interest in bookkeeping services, accounting or tax prep to your team’s intake and sales process.
Companies close to a decision on outsourcing their bookkeeping and accounting, reached at a scale no in-house team can match, where they respond: Their inbox.
Our in-house verification team screens each prospect for needs and intent to confirm they’re sales-ready before anything reaches you.
Double-verified appointments land in your CRM with a live notification. If one doesn’t match the scope we agreed, return it within 10 days and pay nothing.
Every bookkeeping lead has cleared the same bar. If it hasn’t we don’t bill you for it. We’ve perfected a multi-step lead scoring and qualification process. Each and every prospect has been screened for needs and intent. Whether they’re requesting monthly bookkeeping, tax prep, a cleanup or other, the lead arrives in your CRM already sales-qualified.
If a bookkeeping lead we send isn’t sales-ready qualified, you don’t pay. You get a 10-day window to return any lead that doesn’t match or exceed our quality promise.
Our bookkeeping leads and appointments are priced so your organization can hit a 3-5x CAC to LTV, scale activity & continue being a client for years. We mean it. If you don’t win, we don’t win. Here’s a benchmark below going rates in the bookkeeping, tax and accounting lead generation space today.
| What you’re buying | Typical 2026 price | The catch |
|---|---|---|
| Shared web leads | $30 – $75 | Resold to as many as 4 firms at once; intent rarely verified, race-to-dial economics |
| Exclusive qualified B2B leads | $150 – $300 | The cross-industry average for a qualified B2B lead is $198 |
| Outsourced appointment setting | $300 – $900 / meeting | Sub-$150 offers are typically offshore volume shops with high no-show rates; domestic B2B rates stack on a $2,500 – $15,000 monthly retainer |
| Annual value, one bookkeeping client | $3,600 – $30,000+ | What a single client pays per year for ongoing monthly bookkeeping – see our 2026 industry benchmark |
The number that matters is the math against client value. A single bookkeeping client is worth $3,600 – $30,000+ a year in recurring fees, and it renews. Against numbers like that, a verified sales-ready lead pays for itself many times over – and cheap unverified leads are usually the most expensive thing you can buy.
How Upcision bills: Per sales-qualified lead, scoped to your firm. No retainers, no setup fees, and a 10-day return window on any lead that misses the bar.
Get your per-lead pricePer result. You pay an agreed price for each sales-qualified bookkeeping lead or appointment we deliver, with no retainers and no setup fees. For context, exclusive qualified B2B leads average around $198, and outsourced appointment setting typically runs $300 – $900 per booked meeting from domestic providers, usually on top of a monthly retainer – the sub-$150 offers are offshore volume shops with high no-show rates. Our price is scoped to your firm, and you only pay for leads that clear the quality bar on this page.
Outbound at scale to companies likely to be in the market for bookkeeping and accounting services. When a company responds with interest, our in-house verification team screens them for needs and intent before anything reaches you.
You have a 10-day window to return any bookkeeping lead or appointment that doesn’t match or exceed the quality scope we agreed. Returned leads cost nothing.
Directly in your CRM or marketing automation platform, with a live notification the moment each one lands. No portals to check and no spreadsheets to download.
Yes, we’ve worked with some of the largest names in the bookkeeping, accounting and tax space as well with a number of boutique shops and everything in between. We’ve been in business since 2019 and know first-hand how to help you push the needle.
Firms without anyone who can take meetings. We deliver verified, scheduled conversations with motivated buyers; someone on your side has to show up and close them.
If you sell bookkeeping or accounting services and your team can take leads and appointments, this is the kind of pipeline we build.
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