Marketing for accounting and finance tech

Get accountants and finance professionals to sign up for your software

We run your Meta and LinkedIn ads and report in accounts created and demos booked, not clicks

30 minutes. You leave with a plan, whether or not we work together

You sell to people who keep the books or run the numbers

We only work with software and AI tools whose buyers are:

Accounting, tax and bookkeeping firms

Tax workflow and document collection
Practice management
Bookkeeping automation
Workpapers and audit
Advisory and reporting
Proposals and billing
Tax research and AI assistants
Client portals and e-signature

In-house finance and payroll teams

Payroll
Payables and payments
Spend and expense
Close and reconciliation
Forecasting and FP&A
Sales tax and compliance

Financial advisors and wealth firms

Financial planning
CRM and practice management
Client portals and reporting
Tax-aware investing
Compliance tools
Lead generation for advisors
Estate planning

If your buyer is a bank, an insurer or a consumer, we are not the right agency for you

Your buyers are not searching for you yet

An accountant in March is not typing your product category into Google. Google Ads only reach the few who already know what they want, and those clicks cost more every year

So we go where your buyers already spend time and show them an offer worth taking today. The platform depends on the buyer:

Firm owners and financial advisors: Facebook and Instagram
In-house finance and payroll teams: LinkedIn

Three things do the work:

The offer, something useful right now, like a free setup or a free first return, not a brochure
The ad itself, written so the right person recognizes themselves and the wrong person scrolls past
The follow-up, because most people are not ready the day they see you

What happens in your first 90 days

Weeks 1 to 2: we pick the offer and set up tracking

We choose the one thing a prospect gets for signing up today, and connect your product, your calendar and your CRM so every account and every call is traced back to the ad that produced it

Weeks 3 to 8: ads go live on Meta and LinkedIn

Several versions of the ad run at once. We keep the ones that bring in firms and finance teams who sign up, and switch off the rest. You see the numbers every week

Weeks 9 to 12: we scale what works and hand you the playbook

Budget moves to the winning ads. You get a written plan for the next season: which offer, which ads, what each account costs, and what to do next

Everything is built in your name

Ad accounts, pixels, pages and creatives belong to you from day one. Continue with us, take it in-house or switch agencies at zero cost

What you pay for, and what you do not

One monthly fee covers:

Offer and ad strategy for your buyer
Ad copy and images, produced as fast as testing needs
Tracking from ad to account, call and demo in your CRM
A weekly call and a written monthly report

You pay the platforms directly for ad space

Your ad budget goes straight to Meta and LinkedIn from your own accounts. We never mark it up, and you decide the amount each month

Find out what a new account would cost you

In a free 30-minute call we look at your product, your buyer and your numbers, and tell you which offer and which platform we would start with