More monthly bookkeeping and advisory clients, without relying on referrals.

For accountants, CPAs and bookkeepers who want a steady flow of business owners looking for ongoing support, not one-off tax returns.

Start today

Or request a call back

No long contract. Cancel any month.

Sound familiar?

What's holding most firms back

Growth depends on referrals, networking and whatever happens to come in.
→
A second, steady source of business owners asking for help.
Busy with one-off tax returns that don't build recurring revenue.
→
Enquiries from owners who want monthly bookkeeping and advisory support.
Leads that turn out to be tyre-kickers or the wrong size of business.
→
Qualifying questions answered before anyone in the office picks up the phone.
Enquiries sitting in an inbox for two days while the prospect moves on.
→
Every enquiry delivered by text and email the moment it comes in.
Paying for shared leads that five other firms also get.
→
Enquiries that come to your firm, and only your firm.
How it works

Four things that bring you better-fit clients

01

Get in front of the right business owners

Ads aimed at owners in your area who are more likely to need ongoing bookkeeping, accounts or advisory support. Not everyone, just the ones you want.

When: live within 7 to 10 days
What you do: nothing, we build and run it
02

Say the right thing

Messaging written for your firm and the clients you want more of, so the people who respond are a fit for monthly work rather than a one-off job.

When: from day one
What you do: answer a few questions about your firm
03

Qualify them before they reach you

Before anyone becomes an enquiry they answer a few questions: what they do, how big the business is, what help they need. Poor fits are filtered out.

When: from day one
What you do: nothing, it runs itself
04

Respond while they're still looking

Every enquiry lands with you by text and email straight away, with their answers, so your office can call them back the same day.

When: from day one
What you do: call them back
Your ad spend is separate. You control it and pay it directly to the ad platform. We recommend at least 40 a day to start, and we'll talk it through on the call.
Simple pricing

One monthly plan, everything included

1,000
a month, plus your own ad spend
  • Ads aimed at business owners near you who need ongoing bookkeeping, accounts or advisory support
  • Messaging written for your firm and the clients you want more of
  • Qualifying questions, so poor-fit enquiries are filtered out before they reach you
  • Every enquiry delivered to you by text and email, with their answers, straight away
  • Simple follow-up so new enquiries are not left waiting
  • We build it, run it and keep improving it for you

No long contract. Cancel any month.

Start today

Prefer to talk first? Request a call back.

What happens on the call

A quick, honest chat

We look at your firm, your area and the type of client you want more of.
We tell you honestly what we'd do first, and whether we think it's a fit.
No pressure and no hard sell. If it's not right for you, we'll say so.
Questions

Common questions

How quickly will I see enquiries?

Your campaign is built and live within 7 to 10 days. Most firms see the first enquiries in the first couple of weeks after launch.

Do I need to pay for ads on top?

Yes. The monthly plan covers building and running everything. The ad spend is yours, paid directly to the ad platform, and you control the budget. We recommend at least 40 a day to start.

What kind of enquiries will I get?

Business owners who have answered a few qualifying questions and are looking for ongoing bookkeeping, accounts or advisory support. Not people wanting a one-off tax return.

Do I need to do anything?

Very little. Answer a few questions about your firm at the start, then call people back when enquiries arrive.

Is there a contract?

No. It's month to month and you can cancel any month.

Are you accountants?

No. UpRank Biz is a marketing company. Your firm provides the accounting. We bring you the enquiries.

Do you work outside the UK?

Yes. We work with accountants, CPAs and bookkeepers in the UK, the US and Canada.

Want more of the right clients for your firm?

Leave your details and we'll give you a call.