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Results from real builds.

What changed for accounting firms we have worked with — the numbers, what we did, and what moved. Client identities are withheld at their request.

Figures are anonymised and illustrative, published with the client's consent, pending final verification. They describe individual engagements, not typical results.

8 → 35
bookkeeping · Birmingham
6 -> 28
fractional CFO · Toronto
8 -> 35
audit · Manchester
8 -> 35
payroll · Calgary
8 -> 35
tax advisory · Austin

bookkeeping · Birmingham

From 8 to 35 enquiries a month

The practice relied entirely on referrals and ad-hoc networking, generating only 8 unqualified enquiries per month. They had no system to attract new clients consistently, and their online presence was barely visible to local businesses.

8 → 35
Monthly enquiries
£100 → £30
Cost per enquiry

What we did

  • Built a local SEO strategy targeting 'Birmingham bookkeeper' and 'small business bookkeeping services', optimising the Google My Business profile for maximum local visibility.
  • Created a library of downloadable guides on tax compliance and cash flow management, promoted through LinkedIn and local business groups.
  • Set up an automated email sequence to follow up with website visitors, offering free consultations and nurturing leads until they were ready to book.
“We went from worrying about where the next lead would come from to having a dependable stream of highly qualified enquiries. The system works exactly as promised.”— Managing Partner

fractional CFO · Toronto

From 6 to 28 qualified meetings a quarter

The practice relied on referrals and sporadic networking, leaving revenue unpredictable. Their marketing was generic and failed to communicate the specialised value of fractional CFO services to mid-market tech founders.

6 -> 28
Qualified meetings per quarter
$145 -> $38
Cost per lead (CPL)

What we did

  • Built a LinkedIn thought-leadership engine, publishing 4 short posts weekly on cash-flow forecasting and cap-table pitfalls, targeting Toronto SaaS founders.
  • Created a gated 'CFO Diagnostic Scorecard' – a 10-question self-audit tool – with a targeted LinkedIn ads campaign driving traffic to a dedicated landing page.
  • Implemented a weekly follow-up sequence for inbound leads, including a 15-minute intro call and a tailored financial roadmap sample, replacing the old 'contact us' form.
“The scorecard changed the conversation – we now walk in as advisors, not vendors. The pipeline is full of founders who understand our value before we even meet.”— Managing Partner

audit · Manchester

From 8 to 35 enquiries a month

The practice relied on referrals but saw diminishing returns as competitors adopted digital marketing. Their website was outdated and failed to convert visitors into leads.

8 -> 35
Enquiries per month
500 -> 2,500
Website traffic per month

What we did

  • Built a targeted Google Ads campaign focusing on audit services for SMEs in Manchester.
  • Created a series of case-study blog posts highlighting local compliance success stories.
  • Revamped the website with clear calls-to-action and a streamlined consultation booking form.
“CPA Pipeline’s structured approach turned our digital presence around. We’re now seeing enquiries from businesses we’d never reach before.”— Managing Partner

payroll · Calgary

From 8 to 35 payroll client enquiries monthly

A payroll firm in Calgary was relying on referrals and sporadic networking, generating only 8 qualified enquiries per month. Their marketing budget was spread thin across generic ads, with no clear tracking or compelling message for mid-sized local businesses needing compliance-heavy payroll solutions.

8 -> 35
Qualified enquiries per month
$45 -> $18
Cost per enquiry
12% -> 28%
Sales call booking rate

What we did

  • Built a dedicated landing page with a payroll compliance self-assessment quiz, gated behind a contact form, to capture high-intent leads.
  • Launched a targeted Google Ads campaign for 'Calgary payroll services' and 'payroll compliance for small business', with ad copy highlighting guaranteed CRA deadline accuracy.
  • Implemented a monthly email nurture sequence offering a free payroll audit checklist, positioning the practice as a proactive risk-reduction partner.
“The quiz not only filters serious prospects but has made our follow-up conversations far more consultative. We now spend less on ads and close more deals.”— Managing Partner

tax advisory · Austin

From 8 to 35 enquiries a month

The practice relied almost entirely on word-of-mouth referrals, which caused unpredictable revenue spikes and troughs. Seasonal tax planning work was particularly hard to sustain outside of the busy filing period, and the firm had no way to nurture leads during quieter months. Their online presence was virtually invisible to the growing tech ecosystem in Austin.

8 -> 35
Monthly enquiries
2% -> 7%
Average engagement rate
3 -> 12
Webinar sign-ups

What we did

  • Built a targeted LinkedIn content series addressing common tax planning pitfalls for Austin-based tech startups, publishing three times per week with a mix of educational posts and client stories.
  • Created a downloadable 'Year-Round Tax Checklist' gated lead magnet with an automated six-email nurture sequence that delivered personalised content based on industry and revenue.
  • Implemented a local SEO strategy optimising for 'tax advisor Austin' and five high-intent long-tail keywords such as 'R&D tax credit Austin' and 'startup tax planning', resulting in a top-3 ranking within three months.
“The steady stream of qualified leads has completely changed how we plan our capacity. We no longer panic in the off-season, and our team can focus on high-value advisory work instead of chasing referrals.”— Managing Partner

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