# Accounting firm: 40 new clients from paid leads

Source: https://www.lucidmedia.co.nz/case-studies/accounting-tax-lead-generation/

\+ Professional Services

A predictable channel that filled capacity for 40 new clients

![Accounting firm: 40 new clients from paid leads case study](https://www.lucidmedia.co.nz/images/case-studies/accounting-tax-lead-generation.webp)

Client

Confidential

Industry

Professional Services

Services

Facebook Ads, Lead Generation, Professional Services Marketing

01

## Challenge

This accounting firm had built a healthy book of business through word-of-mouth referrals and wanted to add a predictable paid acquisition channel alongside it. With tax season eight weeks out and capacity to onboard 40 new clients, the goal was to reach self-employed tradies, contractors, and small business owners during the busiest window of the year.

The firm's existing pipeline ran on referrals and a general contact form, so the opportunity was to layer on a measurable, trackable lead system. Success meant filling that capacity with qualified enquiries at a clear, reportable cost.

02

## Approach

Launched a multi-angle Facebook lead generation programme testing three offers in parallel: a tax deduction checklist lead magnet, a direct response free consultation campaign, and a GoHighLevel pre-qualification funnel for business formation enquiries. Targeted self-employed tradies, contractors, and small business owners within the firm's service regions.

Rotated creative variations weekly to stay ahead of ad fatigue. Scored every lead on revenue bracket and service need, then routed them into automated email and SMS nurture sequences with direct calendar booking links.

Tracked attribution from each lead through to closed clients for clear visibility on cost and return.

03

## What we delivered

### Facebook Ads

- Multi-angle campaigns
- Weekly creative testing
- Audience targeting

### Lead Magnets

- Tax deduction checklist
- Free consultation offer
- Pre-qualification funnel

### Lead Nurture

- Lead scoring
- Email and SMS sequences
- Calendar booking links

### Tracking

- Lead attribution
- Cost per lead
- Closed-client reporting

04

## Results

$19.30

Cost Per Lead

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