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
Why Accounting Firms Choose Us
We understand both the financial world and modern client acquisition – a rare combination that gets results.
We Know Finance Inside-Out
Compliance, busy seasons, fee pressure – we’ve lived it. Our ACCA-qualified team understands your challenges.
Protect Your Firm’s Reputation
No spammy tactics. Everything we do builds trust and preserves your credibility.
Big 4 Rigor, Personal Service
Precision and process like a major firm—with the warmth and agility of a boutique.
Typical Results for Audit Firms
- Qualified Leads per Month 0+
- Email Response Rate 0%
- Meeting Booking Rate 0%
- Time Saved per Week 0 hrs
“We’ve doubled our qualified leads in 3 months without risking our reputation.”
– Partner, Regional Accounting Firm
How LinkedIn Automation Works at LedgerPath
From outreach to CRM – a smooth, automated sales funnel
We launch your outreach campaign
We write and send personalized messages to your ideal clients on LinkedIn.
Someone replies to your message
A lead responds, like: “I'm interested” or “Tell me more.”
We tag the reply
We categorize: Interested / Not interested / Needs follow-up.
We send it to your Slack
Your team sees replies in Slack instantly with context and campaign source.
We save the reply in your CRM
Each reply is logged into HubSpot for follow-up and tracking.
We alert your sales team
When a lead is hot, your team is notified immediately to follow up.
Contact Us
Get Started Today
Ready to stop chasing leads and start attracting quality clients?
Let's discuss how we can help your accounting firm grow while protecting your reputation.
- Email: ledgerpath@gmail.com
- Response Time: 0h
- Clients Served: 0+