For Accountants & Accounting Firms
Stop Competing on Price.
Start Attracting Clients Who Value Expertise.
You're an expert, not a commodity. Yet every enquiry starts with "how much for a tax return?"
The OptiMAX Marketing System positions you as the accountant for your niche, attracts high-value clients, and automates everything from lead capture to collections.
Free 30-minute audit • No obligation • See where you're losing high-value clients
Recognise Any of These?
You're stuck doing £300 tax returns when you should be landing £2,000+ advisory clients
Every prospect asks "how much?" before asking "what value can you add?"
Referrals dried up and you don't have a system for anything else
Your website looks professional but generates zero enquiries
You're an expert but no one knows it because you don't have time to market yourself
Seasonal chaos: slammed during tax season, scrambling for work the rest of the year
£15M+
Closed in B2B Sales
40+
Businesses Automated
30 Sec
Average Lead Response
25-40%
Improved Close Rate
Real Example
Meet Julia. She Runs an Accounting Firm in Manchester. This Is What Changed.
Julia's a qualified accountant with 12 years' experience. Great at her job. Terrible at marketing. She was drowning in £300 tax returns when she should've been landing £3,000+ advisory clients. Here's what happened when we fixed her marketing and automated her client journey.
Getting Found
Before
- Relying on word-of-mouth and hoping clients come back next year
- Website exists but doesn't show up in search results
- LinkedIn profile sits dormant — no content, no engagement
- Competing with every £199 online accountant in the market
After
- Ranking #1 for "accountant for [niche]" in local search
- Publishing content that positions her as the expert
- LinkedIn generating qualified leads every month
- Attracting clients who care about value, not just price
Converting Enquiries
Before
- Most enquiries are price shoppers asking "how much for a tax return?"
- Proposal follow-up is manual and inconsistent
- No clear path from enquiry to paying client
- Spending hours on calls with prospects who never sign
After
- Pre-qualifying system filters out price shoppers automatically
- Automated nurture sequences educate prospects before they book
- Clear client onboarding journey from discovery to signed agreement
- Only talking to qualified prospects who understand her value
Managing Clients
Before
- Client onboarding different every time
- Chasing documents and signatures manually
- Invoices sent late, payments even later
- Tax season = 80-hour weeks and stress
After
- Automated client onboarding with document collection
- E-signature workflows for engagement letters
- Invoicing and payment reminders on autopilot
- Workload spread throughout the year, not just Q4
Julia didn't become an accountant to compete on price with online platforms.
Neither did you. Stop racing to the bottom.
The OptiMAX Marketing System for Accountants
From positioning to payment. One system that attracts the right clients and automates the rest.
Position As Expert (Not Commodity)
We build your authority through content, SEO, and targeted messaging. You become the accountant for [your niche], not just another accountant.
Attract High-Value Clients
SEO for "accountant for [niche]" searches, content that educates, and lead magnets that filter for serious buyers. Price shoppers go elsewhere.
Pre-Qualify & Nurture Automatically
Automated questionnaires filter out time-wasters. Email sequences educate prospects. By the time they book a call, they already understand your value.
Convert & Onboard Smoothly
Proposal follow-up automated. E-signatures for engagement letters. Client onboarding sequences that collect documents without you chasing.
Get Paid Consistently
Automated invoicing, payment tracking, and reminders. Predictable monthly revenue, not feast-or-famine cash flow.
You focus on being a great accountant. The system handles marketing, lead qualification, and follow-up.
Start Where You Need Most Help
All packages work together. Pick the one that fixes your biggest revenue leak first.
Get Found
Stop being invisible
Position yourself as the expert accountant for your niche and show up when high-value clients search.
£1,500
£450/mo
- SEO optimised for niche accounting searches
- Content strategy that demonstrates expertise
- Google Business Profile for local visibility
- Lead magnets that attract serious buyers
- Website optimised to convert visitors to enquiries
Best for: Accountants stuck competing on price who want to attract clients who value expertise
Get Clients
Stop chasing low-value work
Pre-qualify leads, nurture prospects, and only talk to people ready to pay for real value.
£500
Pay per lead (£30-120)
- Lead qualification questionnaires
- Automated nurture sequences
- Proposal and follow-up automation
- CRM integration for pipeline visibility
- Targeted campaigns to reach decision-makers
Best for: Accountants spending too much time on price shoppers and low-value enquiries
Get Paid
Stop admin chaos
Systematise onboarding, engagement letters, invoicing, and collections. Professional experience, predictable cash flow.
£2,000
£550/mo
- Automated client onboarding workflows
- E-signature for engagement letters
- Document collection automation
- Automated invoicing and payment reminders
- Cash flow tracking and forecasting
Best for: Accountants losing time to admin or with unpredictable cash flow
Not sure where to start? Book a free 30-minute audit. We'll show you where you're losing high-value clients and recommend the right package.
Book Free AuditWhat Changes When the System's Running
| Metric | Before | After |
|---|---|---|
| Average Client Value | £500-800 | £2,000-5,000 |
| Lead Quality | Mostly price shoppers | Pre-qualified high-value |
| Proposal Close Rate | 15-25% | 35-50% |
| Time to Payment | 45-60 days | 14-21 days |
| Admin Hours per Week | 12-18 hours | 4-6 hours |
These are typical results from accounting firms using the OptiMAX Marketing System. Your specific outcomes depend on your niche, local market, and current positioning. Book a free audit to see what's realistic for your firm.
“I stopped chasing £500 clients and started attracting £3,000+ advisory work.”
“I was stuck in a cycle of low-value compliance work. Every enquiry was 'how much for a tax return?' — I was exhausted competing with online platforms.
The OptiMAX team helped me niche into e-commerce accountancy. Now I rank #1 for 'accountant for Amazon sellers' and my average client value is £3,500 instead of £600.
The automated onboarding and proposal follow-up means I spend less time chasing and more time advising. Best decision I made for my practice.”
Julia R.
Accounting Firm Owner, Manchester
Questions You Probably Have
How much does this cost?
Get Found starts at £1,500 setup + £450/month. Get Clients is £500 setup + pay-per-lead. Get Paid is £2,000 setup + £550/month. Most accountants start with Get Found or Get Clients because that's where they see the fastest ROI — attracting better clients or filtering out time-wasters. Your free audit will show exactly where you're leaking revenue and which package makes sense first.
What if I already rank for "accountant [city]"?
Ranking for generic terms is great, but it attracts price shoppers. We help you rank for niche-specific terms: "Accountant for [e-commerce / property / contractors / consultants]" "Tax planning for [your niche]" "R&D tax credit specialist" Niche searches attract higher-value clients who need expertise, not just compliance.
Will this work if I don't have a niche yet?
Yes — in fact, this process often helps you identify your most profitable niche. We analyse your current client base to find patterns: which clients pay most, stay longest, and are least hassle. Then we build your marketing around attracting more of those. If you truly serve everyone, we'll start with local SEO and geographic targeting until a natural niche emerges.
Do I need to create content every week?
No. We handle content creation or repurpose your existing knowledge. Most accountants already answer the same questions repeatedly. We turn those answers into blog posts, LinkedIn content, and lead magnets. You provide expertise (via quick calls or voice notes), we turn it into content that ranks and converts.
What if I use Xero / QuickBooks / FreeAgent already?
Perfect. We integrate with your existing practice management software. Most accountants have tools — the problem is they don't talk to each other. Enquiries stay in email, proposals are in Word docs, invoicing is manual. We connect everything so leads flow from your website → CRM → practice management → invoicing. No double-entry, no missed follow-ups.
How long until I see results?
Get Found: 4-8 weeks to start ranking, 3-6 months for consistent inbound leads. Get Clients: Immediate impact on lead quality. First qualified leads within 2 weeks of campaign launch. Get Paid: Same-day improvement in invoicing and collections workflows. Most accounting firms see measurable improvement in client quality and close rates within 60-90 days.
Marketing Services for Accountants
Specialized marketing solutions built for accounting firms
Web Design for Accountants
Coming soon: Professional websites that position you as an expert and convert visitors into high-value enquiries. Lead magnets and automated qualification.
Coming SoonFree Guides for Accountants
Practical marketing advice you can implement today
How Many £2,000+ Clients Are Hiring Other Accountants This Month?
Every month you're invisible online is another month of high-value clients hiring accountants who show up in search results and look like experts.
Book a free 30-minute audit. We'll show you exactly where you're losing clients to competitors and what it would take to fix it.
No pitch. No obligation. Just a clear picture of what's costing you clients.
Takes 30 minutes. You'll know exactly where you stand.