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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Accounting Firms workspace FY2026
Fees traced to a channel
$392,000 56% of $700,000 paid
- Google Ads $182,000 · 26%
- Email marketing $63,000 · 9%
- Referral partners $147,000 · 21%
- Direct / Unknown $308,000 · 44%
Direct / Unknown is shown, never shared out across the channels above.
Google Ads · LeadFY2026 14 · (•••) •••-0134
Closed sale · FY2026 27$2,600
Matched · high confidence
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.
What you get
Built for Accounting Firms.
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.
A worked example
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.
Total revenue$700,000paid fees
Attributed to a channel$392,00056% of revenue
Average deal$2,600per paid sale
Match rate72%of sales matched
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 71 | $182,000 | 26% | |
| Email marketing | 26 | $63,000 | 9% | |
| Referral partners | 58 | $147,000 | 21% | |
| Direct / Unknown | 121 | $308,000 | 44% |
01
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.
02
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.
Why it matters
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.
Honest answers
The pushback we hear from Accounting Firms.
They say
Our business is referral-led.
We say
Then upload the referral list — the point is to rank it honestly against everything else, not to overstate advertising.
They say
Our fees are annual.
We say
Which is why later fees must credit the original channel. The report ranks on revenue earned, not on a first invoice.
They say
Client financial data is confidential.
We say
None of it is needed. A contact detail, a fee amount and a date, nothing else.
Pricing
Flat monthly pricing. No per-call fees.
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most CPA firms and accounting practices land on Growth — thirteen months of history to compare a month to the same month last year, and a PDF you can put in front of whoever holds the budget.
Most popular
Growth
A 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
Questions
Questions we get about Accounting Firms.
Anything else? Talk to us — a person answers, usually the same day.
Client fees or invoices: a client email or phone, the amount, and a date.
Yes — later fees credit the channel that produced the client.
Yes, with a service-type column.
Yes — a referral list is a source file.
Yes, with the relevant column, on Growth and above.
Encrypted, isolated per workspace, deletable, DPA available.
Yes, and for this practice that is the right unit.
Fee or invoice rows analysed in a calendar month. Enquiry rows do not count.
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