Accounting Agency Lead Generation Calculator
How many qualified leads will it take to win your next accounting clients? Build a plan around your services, fees and conversion rates.
Your acquisition targets
Planning estimates based on the assumptions on the left.
qualified leads needed per month
How your close rate changes the plan
Keep all other inputs the same. These are scenarios, not forecasts.
| Scenario | Close rate | Leads / month |
|---|
How the calculator works
A qualified lead is a business contact who fits your agreed targeting criteria and has expressed interest in discussing the selected service. A list entry, email open or job posting alone does not count. Consultations mean meetings held, not merely booked.
- Clients required = client target, or fee target ÷ fee per client, rounded up.
- Held consultations required = clients required ÷ consultation-to-client rate, rounded up.
- Qualified leads required = held consultations required ÷ lead-to-consultation rate, rounded up. Monthly targets round up again so they can cover the total.
- For monthly services, added monthly fees = clients × monthly fee. This is the fee run rate once all target clients are active, not revenue already earned.
- Revenue within the acquisition period assumes clients start evenly at the beginning of each month, with immediate service activation and no churn. Average active months = (period + 1) ÷ 2. Actual sales cycles and delayed starts can reduce revenue.
- For annual business tax, estimated engagement fees = clients × annual fee, with one engagement per client. This is not a collection forecast or a guarantee of renewal.
- Acquisition cost per client = monthly budget × period ÷ target clients. It excludes any costs you omit and is not a profitability calculation.
All amounts are USD. Results exclude churn, refunds, fee changes, delivery costs and tax. Conversion rates are user assumptions, not Rev-Empire performance commitments. This tool does not estimate how many cold contacts you need to reach; that requires a separate contact-to-qualified-lead assumption.
Lead generation for accounting firms
Reach business owners and finance decision-makers for your bookkeeping, business tax and advisory services. Rev-Empire handles prospect research and outreach through calling, email and LinkedIn.