A US Based CPA Firm exceed its 70% Conversion Goal

in 4 Months

Finance Marketing District


“We have seen incredible results, including 200% growth in organic traffic, 90% increase in high-converting lead generation, and the lowest CPL of $8.70. Communication is great with Finance Marketing District. They are always available to provide in-depth answers and their turnaround is exceptionally fast.” Says our client who owns one of the fastest-growing CPA Firms in the USA today.



Quick flashback


Founded in the late ’90s, our client’s advisory CPA Firm headquartered in Illinois had to deal with some tough challenges in the last few years, to drive new leads to their business in form of calls, lead forms, and applications.


Traditionally, Google AdWords has always been a reliable source of profitable accounting leads for our clients. However, recent changes to the dynamics of the accounting industry and intensifying rivalry with many new entrants in the market created a whirl of challenges.


Realizing that their existing model of using Google AdWords to fuel business growth would not be sustainable forever. So the executive team at our client’s CPA Firm decided to reach out to us with bigger goals.


They not only wanted to reach out to the masses and engage researchers interested in tax, audit, and wealth management services but also wanted to have a robust marketing copy that would help them:


  1. Target both the segments of the market (individuals and companies) at the same time, and
  2. Generate high-converting leads under $100 CPL by the start of the next quarter


Leveraging paid Facebook advertising


We knew we had a tight deadline to work with, so it was important for us to make every dollar count for our client. With a total ad spend of $4,359; we were able to generate $47,595 in revenue, collect 501 highly qualified leads and achieve a 74% conversion rate!


The numbers we were able to achieve were impressive, to say the least.


Our ads hit the lowest cost per lead (CPL) of $8.70 and not just that, we managed to reach out to 28,000+ potential prospects across the US for our client’s firm.


How did we make the magic happen?


Keep reading as we are about to map out where we ran the ads, what challenges did we overcome, and what had the biggest impact on the success of the campaign.


The Challenge


  • New competition in the market brought a big deficit for our client. Relying heavily on Google AdWords for new business, Facebook Advertising was a new arena for our client to explore.


  • As the client had no prior experience of running Facebook ads, we had to connect the right dots for him that would level up his business game.


  • We had to work on the creatives and assets from scratch and had little to no time to experiment and find the winning elements.


  •  The client needed high-quality leads (form submissions) with a high conversion potential under $100 CPL

The Process


  • To begin addressing the challenges, we audited our client’s account to find opportunities. We discovered three main areas we need to focus on:


  1. Campaign Budget Optimization
  2. Ad Copy Testing
  3. Embedding landing page with clear CTA’s


  • To design better-performing ads it was important to develop buyer personas and understand the client’s business inside out. So, we started our process by collecting as much information as possible about his ideal clients.


  • With the data we collected, we created a few high-quality audience sets on Facebook.


  • Our visual geniuses and copy wizards created engaging assets and creatives to use for the TOF campaign we were to run for the client.


  • Based on our understanding of the client’s business and industry, we defined measurable KPIs for an accounting firm.


  • We set up 5 ad sets and tested our target audiences in each ad set using 8 different creatives and 4 ad copies. Which had the biggest impact on the success of our campaign.


  • We worked with an initial budget of $30/day, which we kept tweaking after reviewing the weekly results. This helped lower the cost per conversion.

The Results


  • We helped our client reach out to 28,210 potential prospects across his target locations with the help of our 3 winning ad sets.


  • We ensured our ad copy not only spoke about the client’s products and benefits but was also tailored to each set of keywords in a way that would attract searchers to click our ad over competitors.


  • With the total ad spend of $4,359, we brought $47,595 in revenue for our client.


  • Our 8 creatives and 4 ad copies collected 501 high-converting leads (form submissions) for the client.


  • Our TOF campaign hit the lowest CPL of $8.70 for our client with the desired 74% conversion rate.
Finance Marketing District Working Process

Book your Free Strategy Session with 1 of our Digital Marketing Specialist Today.

That will be your opportunity to let us know more about your business, your ambitions, your pain-point, and your expectations.

We will then draft a custom-made strategy for you that you either take onboard and diy or let us take you to the next level.



Gathering data and strategy planning


That's when we put the strategy to practice and start to grind.


Tweaking every detail that needs to be; to make sure you get the maximum out of the system we have put in place for you.

Finance Marketing District

Our Services


By combining our expertise in finance and digital marketing, we bring you individualized services that help your finance business


At Finance Marketing District, we offer professional social media management services for finance professionals. By creating, maintaining, and updating your social media presence, we ensure that you generate more leads and improve your brand identity by leaps and bounds.


At Finance Marketing District, we offer professional web design services to ensure that your website makes a great impression on web users.


Emails are extremely powerful, to say the least. In fact, their significance increases even more in the finance sector. At Finance Marketing District, we’re committed to helping your brokerage firm reap the benefits of email marketing.


At Finance Marketing District, our finance app development team works assiduously to help you reap the benefits of a cutting-edge app for your brokerage firm.


At Finance Marketing District, we offer professional process automation services for finance businesses, including brokerage firms.

Finance Marketing District

Case Studies

Take The First Step Towards Your Success Today!
Finance Marketing District

Dear Finance Professional,

Have you ever imagined what it would be like to not have to worry about when you’re going to get your next client? Or how much money you are going to make next month…if any?


Your stress level would go right down…You would start to make plans for the future growth of your business…You would hire more admin staff to relieve you from doing these time-consuming and tedious tasks…You would finally concentrate on what you are very good at…You would finally be able to spend quality time with your family without worrying about work…


Have you tried DIY digital marketing and got no results? Have you paid thousands of dollars to marketing professionals that had no clue about the drastic advertising rules around the finance industry? Did you get lots of promises and no guarantee whatsoever?


We got you! Stop the guesswork and the frustration. Trust years of experience and our knowledge of the finance industry. We will set realistic expectations and we will give you guarantees!


It really sounds hard to believe but in fact, if we don’t reach our goal within the given timeframe, we won’t take your money until we do!

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