Professional lead generation for consistent,
cost efficient growth.
Our first accountancy client
joined us in 1997.
They’re still with us.
NEW FOR 2023/24
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
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.
What does our team say?
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.