Fees and retainers, not enquiries
Rank channels by the revenue they produced rather than the forms they filled.
For Accounting Firms
Which channels produced fee-paying clients?
Match engaged clients and the fees they pay, year after year, to the campaigns that produced them.
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The blind spot
What's actually happening
An accounting client is a multi-year annuity. Measuring acquisition against a single tax-season fee undervalues every channel by a factor of five.
Long decisions, credited properly
An enquiry that becomes a client months later still credits the campaign that produced it.
Defensible to a partner or board
Only exact matches count automatically; anything weaker is flagged rather than assumed.
The number you can take into a budget meeting
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
FY2026
Total revenue $700,000
Attributed to a channel $392,000 56% of revenue
Average deal $2,600
Match rate 72%
| Channel | Sales | Revenue | Share |
|---|---|---|---|
| Google Ads | 71 | $182,000 | |
| Email marketing | 26 | $63,000 | |
| Referral partners | 58 | $147,000 | |
| Direct / Unknown | 121 | $308,000 |
A client acquired once pays for years
A small-business client engaged this January will file again next January, and probably add bookkeeping and advisory along the way. Judging the campaign that won them on the first invoice alone is a systematic undercount.
Because the match is on the client rather than a session, every later fee credits the channel that produced them. Firms that measure this normally find that the channel with the highest cost per lead has the lowest cost per retained client.
Compliance work and advisory work do not share economics
A $400 return and a $30,000 advisory engagement arrive from different places and are usually reported as one lead count.
A service-type column splits them, so the firm can see which channels feed the practice it wants to grow rather than the one that merely fills January.
What changes when you can prove it
You stop defending the budget and start growing it
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
You can cut the wrong channel without a fight
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Your reporting survives the finance review
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
You answer in an afternoon, not a quarter
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
What accounting firms usually push back on
Our business is referral-led.
Then upload the referral list — the point is to rank it honestly against everything else, not to overstate advertising.
Our fees are annual.
Which is why later fees must credit the original channel. The report ranks on revenue earned, not on a first invoice.
Client financial data is confidential.
None of it is needed. A contact detail, a fee amount and a date, nothing else.
Pricing
Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most accounting firms land on Growth.
Starter
A single business getting started
$49/mo
billed monthly
- 1 workspace · 1 seat
- 500 sales records / month
- 6-month saved history
- Phone + email matching with confidence tiers
- Assisted column mapping
- Your logo on every report
- CSV export
Growth
Most popularA business scaling ad spend
$199/mo
billed monthly
- 1 workspace · 2 seats
- 5,000 sales records / month
- 13-month history (year over year)
- Campaign drill-down and period comparison
- PDF + shareable read-only report
- Your logo on every report
- Priority support
Enterprise
One business closing at volume
$499/mo
billed monthly
- 1 workspace · 10 seats
- 25,000 sales records / month (+$49 per 10,000)
- 24-month history
- Campaign drill-down and period comparison
- Your logo on every report
- Roles, permissions and guided onboarding
Agency
Reporting on many clients at once
$799/mo
billed monthly
- 10 client workspaces (+$25/mo each)
- 10 seats
- 10,000 sales records / month per workspace
- 24-month history
- White-label reports — our mark removed entirely
- Roles, permissions and guided onboarding
Questions accounting firms ask
Client fees or invoices: a client email or phone, the amount, and a date.
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