Lead Generation for Financial Firms
From Strategy to Booked Meetings
Built for accountants, IFAs, and finance consultants who want consistent, high-quality clients.
Your outbound is handled end-to-end by ACCA-qualified GTM experts. We know where your ideal clients are—and exactly how to reach them.
500+
Clients Served
6+
Years Experience
24h
Average Response
We understand both the financial world and modern client acquisition – a rare combination that gets results.
Compliance, busy seasons, fee pressure – we’ve lived it. Our ACCA-qualified team understands your challenges.
No spammy tactics. Everything we do builds trust and preserves your credibility.
Precision and process like a major firm—with the warmth and agility of a boutique.
“We’ve doubled our qualified leads in 3 months without risking our reputation.”
Why Accounting Firms Choose Us
We Know Finance Inside-Out
Protect Your Firm’s Reputation
Big 4 Rigor, Personal Service
Typical Results for Audit Firms
– Partner, Regional Accounting Firm
From outreach to CRM – a smooth, automated sales funnel We write and send personalized messages to your ideal clients on LinkedIn. A lead responds, like: “I'm interested” or “Tell me more.” We categorize: Interested / Not interested / Needs follow-up. Your team sees replies in Slack instantly with context and campaign source. Each reply is logged into HubSpot for follow-up and tracking. When a lead is hot, your team is notified immediately to follow up.How LinkedIn Automation Works at LedgerPath
We launch your outreach campaign
Someone replies to your message
We tag the reply
We send it to your Slack
We save the reply in your CRM
We alert your sales team
Ready to stop chasing leads and start attracting quality clients?
Contact Us
Get Started Today
Let's discuss how we can help your accounting firm grow while protecting your reputation.