Audit
Find out where growth is leaking.
Free
30-minute call
- Positioning and messaging review
- Website conversion review
- Paid ads, outbound, and CRM readiness
- Current tools and stack review
Industries / Accounting and advisory
Demand generation for accounting and financial advisory firms.
Most accounting firms can fill their books with compliance work through referrals. The challenge is attracting the advisory clients worth more: growing businesses that want a partner, not just a tax return. We build the system that brings them in.
What founders of accounting and financial advisory firms tell us
- “We’re full of compliance work. The advisory clients we want aren’t finding us.”
- “Our website looks like every other accountant’s.”
- “In busy season, new enquiries wait days for a reply.”
Sound familiar? Book a free growth audit and we’ll show you where it starts.
How your buyers decide
Business owners choose an adviser carefully and rarely switch. They look for three things.
Understanding of their kind of business
Owners look for advisers who know their sector, stage and challenges, not a generic list of services.
Proactive advice
The firms that show how they help clients grow, plan and save win over those that only promise accuracy.
Clear fees and a clear process
Fixed-fee packages and a simple onboarding make the move feel low-risk.
Where growth leaks
Where accounting and financial advisory firms usually lose buyers.
- A website that lists services every firm offers, with nothing that sets you apart.
- Advisory services hidden behind compliance work, so the clients you want never see them.
- No visibility for the moments owners look for an adviser: growth, funding, a sale.
- Enquiries handled ad hoc, with slow replies during busy season.
Recognise two or more of these? The audit shows which to fix first.
Get your free growth auditWhat we build
One demand generation system, built for accounting and financial advisory firms.
Position
A focus by sector or client stage that makes your firm the obvious choice for the clients you want most.
Get found
Search and AI visibility for the advisory questions owners ask, such as funding, growth and exit, not just “accountant near me”.
Paid advertising
Campaigns focused on advisory services and the sectors you serve, measured on consultations booked.
Convert
Clear packages, simple booking and follow-up that keeps enquiries warm through busy periods.
Get meetings
Partnerships and outreach with the people who refer business owners, such as lawyers, bankers and investors.
That is demand generation for accounting and financial advisory firms done as one system: every part connects to the others and is measured on qualified meetings and revenue. We build it, then we run it.
Clear packages. Clear prices.
Start with a free audit. Build the foundation. Keep it running.
Foundation Sprint
Most firms start hereFix what’s broken. Build what’s missing.
From$6,000
One-time · 4 to 6 weeks
- Brand positioning, ICP, and messaging
- SEO and AI visibility foundation
- Paid ads setup: Google, LinkedIn, Meta
- Outbound infrastructure and sequences
- CRM, automation, and the right tools
- Reporting dashboard tied to revenue
Yours to keep, with or without us.
Start with the auditRun
We operate it so it keeps producing.
From$3,000/mo
After the Foundation Sprint · 4-month minimum
- Paid campaigns managed and optimized
- Outbound campaigns managed end to end
- Ongoing content and AI visibility work
- CRM, funnel, and tool optimization
- Monthly pipeline report and strategy call
Longer terms available at a lower rate. Ad spend and tools are paid directly to the platforms. Standalone projects from $2,500.
What to expect
Week 1
Audit and strategy
We agree on priorities, scope, and what success looks like.
Weeks 2 to 6
Foundation Sprint
Positioning, visibility, ads, outbound, CRM, and tools go live.
Month 2
First meetings
Paid ads and outbound start booking calls.
Month 3 onward
Compounding
SEO and AI visibility grow. We optimize monthly.
Find out where your firm loses buyers, and what to fix first.
Book a 30-minute call with the person who would build and run your system. No pitch deck, no obligation. You leave with:
- How Google and AI tools like ChatGPT describe your firm today, and who they recommend instead.
- Where your website and messaging lose buyers before they get in touch.
- How ready your ads, outbound and CRM are to bring in and follow up on leads.
- A short, prioritised list of what to fix first, yours to keep whether or not we work together.
We take on a limited number of firms each quarter.
Questions we hear from accounting and financial advisory firms.
We get plenty of referrals. Why invest in demand generation?
Referrals bring you more of what you already do. Demand generation lets you choose the kind of clients you grow with, usually higher-value advisory work.
Is cold outreach appropriate for an accounting firm?
Direct outreach to businesses is rarely the best fit. We focus on search, AI visibility and referral partnerships, which suit how owners choose advisers.
How do we compete with large firms and cheap online accountants?
By being specific. A firm that clearly serves one kind of business beats both, because it is the easiest choice for that kind of business.
How much does RightBefore cost?
The growth audit is free. Most firms then start with a Foundation Sprint from $6,000, a one-time build over 4 to 6 weeks, followed by Run from $3,000 a month with a 4-month minimum. Ad spend and tools are paid directly to the platforms, and standalone projects start from $2,500.
What happens in the free growth audit?
A 30-minute call where we look at how accounting and financial advisory firms like yours show up in Google and AI answers, where your website and messaging lose buyers, and how ready your ads, outbound and CRM are. You leave with a prioritised list of what to fix first, whether or not we work together.
What does demand generation for accounting and financial advisory firms include?
Clear positioning, visibility in Google and AI answers, targeted outbound, paid advertising where it pays, and a CRM that follows up on every enquiry, all built and run by one senior demand strategist and measured on qualified meetings and revenue.
Still have a question? Ask it on your audit call.
Book a free auditOther industries we work with