Our first accountancy client

joined us in 1997.

They’re still with us.

Professional lead generation for consistent,
cost efficient growth.

Contact us

NEW FOR 2022

A consequence of the last two years is a massive opportunity for accountants. Unfortunately, it’s a double-edged sword. Larger businesses are far more likely to consider using local / regional accountants. The opportunity to win larger clients has never been better. However, recruitment is an issue.

For accountants the evidence from our lead generation and client satisfaction reviews, continues to be, that taking an interest in your prospects and clients reaps rewards. Activities such as the half yearly client review phone call or two – three prospect ‘nurturing’ calls through the year are the ones that give the greatest financial reward. From the clients side they are more likely to refer and consider new services and with prospects if they know you before they make a change you are in the small group of two who get considered.

Spotlight on a programme

Database of 1,700 local SMES

45+ leads a year

25% – 38% cost to GRF gained

Testimonial and accreditations

By working together, we have gained many new clients, raised awareness of our accountancy and business advice services and benefitted from intelligence which has helped us shape new services to best meet clients' needs.

Duncan Childs - Meadows and Co.A client since 1998!

Accredited for 5 years.

Accountants may not know FSQS by Hellios. It is a very high standard for Risk Management and Compliance used by the Financial Services sector; Banks, Building Societies and Investment Managers. For Accountants it means that our data compliance, security and processes are up to the standard you should expect from an outsourced supplier.

Services

Full BPO or cherry pick services

Data sourcing and optimisation
Lead generation
Client satisfaction reviews and win/loss surveys
Personal lead generation coaching

What does our team say?

Jayne Story: I’ve been creating leads for accountants since 2004. For something to work well there must be a hook; it’s often called issues-based lead generation. Can you imagine a time when there are more issues than now?

Before joining the team at Chartdev I ran my own business. I saw my way through the 90-93 recession. Luckily, I had a good accountant!

Marc Hughes: Like Jayne I have been with the ChartDev for a very long time. In this post-lockdown period, SME owners and FDs want to hear from accountants who can make a difference. For example, you may understand a sector very well. Now is the time to focus on the issues within that sector, to show your potential client that you understand their situation and have solutions to offer.

Anita Turner MD: Before joining Chartdev, I was an auditor with PKF, I know what it’s like to balance client work and business development. So, I have built a team that not only represent our clients well, but importantly won’t waste their time.