Industries - Public Accountants

We Understand the Types of Clients That Public Accountants Want.

That's Why We Deliver High Quality Leads That Generate the Best ROI For Our Accounting Clients.

Lead generation and appointment setting are not the best ways for most Accountants to spend their time; yet, these functions are critical to business growth. Outside of personal accounting referrals, direct and targeted marketing increase the pipeline of new business opportunities.

But, do you have the time to sit at your desk with a headset on and make outbound calls to hard-to-reach prospects you've always wanted to get in front of? Will you always be there when they return the call?

This is where LGen Partners can help. We understand the accounting industry in-depth and work closely with you to determine the best prospects for your specific campaign.

Some of our public accounting clients are looking for middle market companies spending $50,000 or more in annual fees. Others are focused exclusively on the real estate and construction markets. And some clients concentrate on tax advisory services to enterprise zone companies.

Regardless of your custom requirements, we use YOUR criteria to intelligently narrow down potential lead lists and then develop a customized set of questions to ensure optimal company profiles and appointments for your specific goals. As a result, you get information that is relevant and scheduled meetings that deliver the most potential.

Contact us and learn how our expertise in the accounting industry can augment your business development efforts.

  • A few of the specific accounting industry questions we ask prospects:
  • Which public accounting firm(s) handles
    your audit/review and tax work?
  • How much are you spending annually
    for accounting services?
  • Do you use your accounting firm for
    business and strategic planning?
  • Does your entity require an A-133 audit
    (for non-profit prospects)?
  • Does an accounting firm currently audit
    any of your benefit plans?
  • What kind of tax advice are you
    currently getting from your CPA?

Contact us to get a complete list of the proprietary B2B lead generation questions that distinguish our services for public accounting firms.


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  • Hear What Our Clients Are Saying...

    Senior Vice President

    To date we have booked a number of new relationships from LGen leads that we expect to generate over $1MM in annual revenue as those relationships mature. The ROI on the program has significantly exceeded our expectations. The LGen profiles and appointments allow our Relationship Managers to broaden their reach in our marketplace and better leverage their business development activities. We will continue to use LGen to enhance our commercial banking marketing efforts.

    Senior Vice President/ Business Development Manager
    $20 Billion Asset Commercial Bank

  • Hear What Our Clients Are Saying...

    Frank Morrelli

    LGen has done an excellent job of getting us in front of C-Level executives at companies with sales of $100mm-$5b that we may otherwise not been able to do ourselves efficiently. Our focus has been in the New York/New Jersey market with a broad range of targeted industries. LGen's approach is professional, persistent, and effective.

    I hope to continue to use LGen in other parts of the country as well. We especially recognize LGen Partner's ability to communicate complex and broad issues on our behalf to our prospects. We've had a number of meetings where the CFO's have been very interested in our services and would consider using us for future projects. Opportunities have included IT, risk management and transition support.

    Frank Morrelli
    Managing Partner, Tatum

  • Hear What Our Clients Are Saying...

    Larry Haworth

    We are VERY satisfied with the results. The LGen staff consistently sets appointments with CFOs, Controllers, and owners of companies that meet our firmís target profile. In the first year, we have obtained new clients with annual billings of more than double our first year LGEN fees.

    Larry Haworth
    Partner, Bessolo Haworth & Vogel LLP