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.
When we send bookkeeping leads into your CRM, there are several things that push the needle: Lead intent, handoff and the follow up process. We partner with you on all 3, bringing decades of B2B lead generation and sales experience into your fold.
Why does the prospect need bookkeeping? Why do they want to switch vendors? Do they need a cleanup over several years? These are the sort of things we screen before a lead hits your pipeline. Our brand promise on every lead is sales-ready intent. They want to talk to you about their bookkeeping needs.
Success with bookkeeping leads starts with strong intent but doesn’t end there: The lead handoff bridges the gap and is essential. Our team includes every note that helps your team pick up the sale: Who they last spoke with on our side, whether they want monthly bookkeeping, a cleanup or other, their preferred contact. Pick up where we left off.
Once a bookkeeping lead hits your CRM the game begins: You’ll have us in your corner. We help you implement a data-backed, tried-and-tested 20 touchpoint process: Call cadences, email sequences, SMS routines, how to pick up the conversation and how to message. We’re invested in retaining your business, so we’re invested in your success. We will hold your sales team accountable & that’s a good thing.
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 clients expect a 2:1 to 5:1 ROAS. Everything we do is focused towards that. Our team has decades combined experience in B2B lead generation and sales & what your team needs in a program to scale it.
We’ll understand your pricing for bookkeeping packages and tell you how to get the most out of your spend. If lowering filters to lower CPL is most aligned with your company, we’ll tell you. If your company is positioned differently, we’ll let you know when filtering more is appropriate. Our north star is account retention and growth for our bookkeeping clients, and it starts before we kick off.
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 | More Insight |
|---|---|---|
| Shared web leads | $30 – $75 | Resold to as many as 4 firms at once; low CPL, high competition, race-to-dial economics |
| Exclusive intent-screened leads | $120 – $250 | Dependent on filtering and targeting. Broad filtering lowers costs, strict and/or high-revenue filtering raises costs |
| Outsourced appointment setting | $350 – $500 / meeting | Verified calendar slot, less touches, can route directly to AE. Higher CAC. |
| 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 priceCPL and CPA. You pay a flat price per each sales-qualified bookkeeping lead or appointment we deliver with no retainers or setup fees. Pricing slides with filters and criteria we’ll discuss when we talk.
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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