SmartFirm Services for Accountants

Meta or LinkedIn Ads Management

Ad clicks don’t pay the bills — booked consultations do. We plan, launch, and optimize Meta or LinkedIn ads that reach the right prospects, match them with the right offer, and make booking a call the obvious next step.

What makes paid social work for accountants?

It puts your offers in front of people who need help now or soon — business owners, finance leaders, and local prospects in your service area. We pair intent‑matched audiences with clear, trustworthy messaging and a direct path to book.

Key Benefits

  • You reach the right people with precise targeting by role, industry, interests, and location.
  • Prospects see relevant offers like free consultations, tax planning reviews, or CAS assessments.
  • Booking gets frictionless with landing pages and calendars that convert curiosity into calls.
  • Your budget works harder through continuous testing and optimization for cost‑per‑consultation.
LinkedIn Targeting Meta Scale Offer Testing Landing Pages Calendar Booking

How do we choose between Meta and LinkedIn for your firm?

  1. Start with your audience. Roles, industries, or local consumers drive platform choice.
  2. Map to your offer. High‑intent B2B offers favor LinkedIn; local services often scale on Meta.
  3. Test quickly. We A/B creative, copy, and audiences to find the most efficient path to bookings.
  4. Scale winners. We shift spend to what drives booked consultations and pause what doesn’t.

Best results when paired with High Converting Websites and Automated Lead Follow‑Up so every click has a smooth path to a confirmed time.

What results can your accounting firm expect?

  • More qualified consultations from the audiences you care about most.
  • Lower cost per booked call as tests reveal the best creative and targeting.
  • Clear reporting that connects spend to leads, calls, and new clients.

Outcomes vary by market and offer. We share targets for CPL and cost‑per‑consultation during onboarding.

What questions do firms ask most?

Can you use our existing creative and offers?

Yes. We can start with your assets and iterate, or build new creative and offers based on your goals.

Do you build landing pages and tracking?

Yes. We create conversion‑focused pages and set up tracking so we can optimize for booked consultations, not just clicks.

How do we handle lead follow‑up?

Leads flow into your CRM and calendar via our follow‑up automations so every prospect gets a fast response.

What budget should we start with?

We’ll suggest a test budget that can reach statistical significance in 2–3 weeks, then scale the winners.

What is the next step?

We’ll review your goals, recommend Meta, LinkedIn, or both, map an offer and landing flow, and launch fast with clear success metrics.

Last updated: August 9, 2025

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