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CPA Firms

View the kinds of questions we ask here

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.

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.

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.

Market Intelligence Reports

We obtain the following information (and more) for our market intelligence reports, which allows us to see whether the company should be an active prospect or not

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CPA Firms: Image


Hear from our customers after an appointment has been held

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