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For accounting firms seeking new clients

Reach clients who need your accounting firm.

We plan and produce ads for your services, manage campaigns and track inquiries. Monthly management starts at US$7,500; media spend is separate.We plan and produce ads for your services, manage campaigns and track inquiries. Monthly management has an agreed fee; media spend is separate.

Teegan Johnson, Founder & Chief Growth Officer.30-minute call. No charge.

Book a 30-minute call→
Fictional firm · Ad planning exampleMonthly bookkeeping.For an owner-managed service business.
First useful questionWhat is hard to keep up with?Explore service and client fit ↓
What is included↓Ask a question first↓
Working with teams in Canada and the US

Write the client-fit brief

Name the service. Make the right inquiry easier.

Choose the service and the client your firm wants to reach.

Fictional accounting firm. Changes stay in this ad-planning example.

Choose the service and client in this example
Campaign briefFictional firm
Service
Monthly bookkeeping
For
An owner-managed service business

Sample campaign message

Give monthly bookkeeping a clear home.

For an owner-managed service business that needs a repeatable monthly bookkeeping process. Explain the service and invite a conversation about fit.

Ask about the need:Which part of the monthly bookkeeping process needs support?

An owner or office lead can describe the current process without sharing financial records.

Fit comes before a proposal

The owner wants a clear process and a named contact.

  • Confirm who prepares the records and who approves the work.
  • Confirm that the requested service matches the advertised scope.
  • Record the consultation and any new-client decision separately.

An inquiry is a starting point. It is not yet a consultation or a new client.

Check the service claim: State the recurring work, handover and review that the sample firm actually offers.

We market accounting services. The accounting work stays with your firm.

Relevant work

Appomate: a published service-business lead case

The Appomate case shows how service-led ad messages and CRM feedback helped the team tell inquiries from qualified sales leads.

Read the Appomate case→

Appomate is an app-development business, not an accounting firm. This past case shows the method. It is not an accounting-firm result or a lead forecast.

Accounting-firm lead generation

  • Campaign structure and buyer-intent research for the agreed accounting service.
  • Creative production and tests within an agreed asset plan.
  • Track leads and sales in your CRM where your systems support it.
  • Weekly campaign review and a written record of changes and next tests.

Pricing

US$7,500 to US$12,000 per month for paid managementPaid campaign management, with a monthly fee

Your fee depends on the campaigns, ads and tracking we agree to include. The initial term is three months, then month to month. Media starts at US$25,000/month and is billed by the ad platforms directly. You keep your ad accounts. We quote extra development or automation work on its own.Your fee depends on the campaigns, ads and tracking we agree to include. The initial term is three months, then month to month. Media has its own agreed budget and is billed by the ad platforms directly. You keep your ad accounts. We quote extra development or automation work on its own.

A service ready to market

  • You have a defined service or product and markets you want to grow.
  • Your team can check ad claims and record what happens after a lead or sale.
  • The published paid-management program starts at US$25,000/month in media, billed separately by the ad platforms.The paid-management program has an agreed media budget, billed separately by the ad platforms.

Not included

  • Accounting work, tax advice and internal close-workflow automation are outside this marketing scope.
  • Media spend and work outside the written management scope are separate.
  • Inquiry volume and client wins depend on demand, the offer and your follow-up.
See the firm campaign outline
Client need
Service page
Inquiry
Illustrative campaign brief

A marketing brief for the clients you want

Work
Paid campaigns, creative and measurement
Management
US$7.5K to US$12K per monthMonthly management fee, confirmed before you commit
Media
From US$25K per month, separateAgreed media budget, billed separately

The buyer

Choose the service, client type and markets your firm wants to reach.

The message

Test messages grounded in the services your firm actually provides.

The outcome

Review relevant inquiries, held consultations and new-client outcomes.

Sample plan, not a client result. Scope and fee are agreed before work starts.

Preparing your firm campaigns

  1. 01

    Set the campaign brief

    Choose the service, client type and markets your firm wants to reach.

  2. 02

    Build and test the message

    Test messages grounded in the services your firm actually provides.

  3. 03

    Learn from the business outcome

    Review relevant inquiries, held consultations and new-client outcomes.

Discuss your acquisition plan

Use a 30-minute conversation to review the buyer, the offer and where campaign work could help. We can discuss fit before requesting account access.

Teegan Johnson
Teegan JohnsonFounder & Chief Growth Officer
Call agenda and calendar details
  • Choose the service, client type and markets your firm wants to reach.
  • Current acquisition, media range and what happens after the response.
  • The campaign, creative and measurement work to include in a written scope.

30 minutes with the Strataigize team, online. Times show in your timezone. Your calendar invitation confirms the organizer and time, and includes the meeting link.

Ask a question first↓

Prefer email? teegan@strataigize.com

Your consultation

Choose a time, then tell us what matters.

30 minutes with Teegan Johnson, Founder & Chief Growth Officer. Your calendar invitation will include the organizer and meeting link.

Fields marked with * are required.

1. Choose your time

More dates may be available on the booking page.

Choose a time to continue.

2. Your details

The amount you spend on ads, separate from management fees. This helps us prepare for the conversation.

A service, client type and target region are enough. Do not include client tax or financial records.

Optional updates

Strat-Ai-Gize Marketing & Automation LTD., 700 W Georgia St, Vancouver, BC V7Y 1B6. hello@strataigize.com. Privacy policy and SMS terms.

By confirming, you ask Strataigize to use these details to arrange your consultation and send its confirmation, reminders and scheduling updates by email. The optional text choice is separate. Privacy policy.

Check your calendar invitation before making another booking. If you need help, email hello@strataigize.com.

Book a 30-minute call

Choose a time on our booking page. It opens in a new tab and shows the times in your timezone.

See available times→
Ask about marketing your firm+

Teegan Johnson, Founder & Chief Growth Officer, will follow up by email. Fields marked optional can be left blank.

A service, client type and target region are enough. Do not include client tax or financial records.

For optional text updates.

Text updates

Email follow-up is about your request. Unsubscribe anytime. Privacy · SMS terms

Email your question

Firm-marketing questions

Is media spend included in the monthly fee?+

No. Management is US$7,500 to US$12,000 per month. The published media starting point is US$25,000 per month, billed separately by the platforms.No. Management has an agreed monthly fee. Media has its own agreed budget, billed separately by the platforms.

Does this include creative and tracking?+

Yes, we plan the campaigns, creative and tracking together. We agree in writing on channels, how many assets to make, and which systems to connect.

How soon will this bring business?+

Timing depends on demand, the offer, traffic and your buying cycle. We review delivery and inquiries early, then qualified outcomes as they mature. We do not promise a lead count or sales result.

Does this include a new website or automated sales system?+

No. We quote extra development, conversion or automation work on its own. The first call helps show what else is needed.

Pick a time →
Strataigize
700 W Georgia St, Vancouver, BC V7Y 1B6604-720-3967

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