National Bookkeeping Firm Gains $456,913 in Expenses under Management through Crossoverleads.

Let’s examine the number breakdown over 90 initial days of the campaign:

  • 389 Leads Delivered
  • 231 Converted Appointments
  • 83 Opportunities
  • 37 Accounts Onboarded
  • $456,913 Expenses Under Management

Bookkeeping Challenges:

When it comes to bookkeeping, the industry has grown at a steady 3.8% per year between 2014 and 2019, yet demand generation has not kept pace with this growth. Traditional marketing approaches such as PPC and social media have become increasingly expensive due to limited ad inventory and higher demand. That’s where a national bookkeeping company reached out to Crossoverleads, knowing that we excel at providing cost-effective and high-quality demand generation solutions.


The results were impressive. During the 90-day pilot phase, the campaign produced 389 sales-qualified leads, out of which 231 leads converted into appointments. A total of 37 accounts were secured, resulting in an impressive 9.51% close rate. The average account yielded $12,349 of expenses under management. Needless to say, the client was thrilled with the campaign’s outcome, and decided to allocate an additional 30% of budget towards its continuation beyond the pilot phase.

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