Nerdy Joe — cold email and email marketing agency

Get 3 - 5 sales-qualified meetings for your accounting business every week

Looking for a battle-tested lead generation agency to get you meetings with potential clients? We have set over 300 meetings in the last quarter for our accounting clients, so let us run your lead generation campaigns for you. We'll regularly add 3 - 5 meetings with qualified potential clients on your calendar every week.

lead gen

We've helped our accountant clients generate leads at:

cold email strategycold email agency near meemail marketing companycold email marketingour lead generation process is perfect and generate leads like crazylead generation clients of nerdyjoe

Here’s how we can help you skyrocket your accounting business' sales in 2023…

In today's competitive business world, relying on outdated methods that don't guarantee consistent results can be detrimental to your growth. That's where we step in. We do the heavy lifting so you focus on closing deals.

lead generation agency

We'll target the right prospects

We’ll identify which segment of your target market and decision-makers is worth going after. We’ll then manually build a prospect list that factor in intent and psychographic data so that our campaign is spot on.

cold email marketing agency

We'll create compelling offers

We’ll determine what’s our ICPs’ pain points, what emotions each of the pain points triggers, and how this is key to the success of their job. We’ll then craft an offer that fits, and they can’t say no to.

email marketing agency

We'll set meetings and close deals

With the perfect offer in place, we'll schedule sales calls with potential clients, add them to your CRM, and let you excel in your area of expertise: showcasing your business as the top choice.

Want a more in-depth look into our lead generation process? Here are some of our lead generation case studies...

These lead generation case studies go through our approach and how it applies to some of our accounting clients.

how to email a ceo: the strategy we use to get replies from $10M+ company ceos

How to Email a CEO: The Strategy We Use to Get Replies from Rand Fishkin, Ramit Sethi, Noah Kagan, and other $10M+ Company CEOs  

Want to know the strategy we use to get replies from Rand Fishkin, Ramit Sethi, Noah Kagan, and other $10M+ Company CEOs? Learn here how to email a CEO. 

Read the case study
Event Email Marketing: How We Helped a Service-Based Business Generate 1200+ Event Attendees In One Week

Event Email Marketing: How We Helped a Service-Based Business Generate 1200+ Event Attendees In One Week

Wondering how to promote your event using email marketing? Here's a case study on Event Email Marketing, and we generated 1,200+ event attendees in a week.

Read the case study
Executive Email: 5 Ways We Write Cold Emails That Get CMOs’ Attention

Executive Email: 5 Ways We Write Cold Emails That Get CMOs’ Attention

Want to get positive replies from your cold emails to executives or c-levels? In this case study, you'll learn how to write executive emails that work and generate leads.

Read the case study

How does our lead generation agency for accounting companies work?

Subscribing to our lead gen agency for accounting companies is pretty straightforward. See it for yourself 👀.

high quality leads and more leads from ideal prospects

1 Choose a subscription and pay

our email marketing and sales funnel is on point and gets you ideal clients

2 Get a Basecamp invite

our email marketing and sales funnel is on point and gets you ideal clients

3 Campaign launch

our sales funnel and email marketing is focused on personalized messages and generating leads for your sales team

4 Get results

Choose a B2B appointment setting plan that's right for you.

Each of our plans runs in a 1-month cycle and comes with a money-back guarantee.

See what our accounting customers say about us...

Great lead gen campaign is 30% writing, 30% targeting the right people, 40% understanding the target audience and their pain points. Our customers, accountants like yourself, love that we tick these boxes.

Mackenzi's testimonial for Nerdy Joe, e-commerce marketing agency

Mackenzi Leinder

Director of Sales at MindFire, Inc.

The copy Ernest writes is engaging, creative, relevant, timely, amazing at eliciting response and motivation of action, the list goes on. Beyond the work he produces, Ernest is a pleasure to work with! He's kind, a team player, full of ideas, and an asset to the team.

Irina's testimonial for Nerdy Joe, e-commerce marketing agency

Irina Maltseva

Head of Marketing at

Ernest is a very talented writer and online marketer. While working on the content for Hunter, I was amazed at how easily Ernest explains complex things, illustrating them with examples based on his diversified experience. It's always a pleasure to work with him.

What the FAQ

Have a question in mind about our lead generation agency for accounting businesses but can't see it listed? Chill, just click on the "Check all FAQ" button, and you're all covered.

0 - What is lead generation?

Lead generation is a marketing term that refers to the process of stimulating and capturing interest in a product or service for the purpose of developing a sales pipeline. In other words, it's about finding potential customers (or "leads") who are interested in what you have to offer.

In an accounting context, it’s the process of attracting and converting individuals or businesses who might be interested in the accounting services your business offers. This involves initiating interest through channels such as cold emails and LinkedIn outreach.

Let’s consider how the lead generation process can work for your accounting business:

The first step typically involves identifying your target market. For your accounting business, this could be anything from small businesses, freelancers, large corporations, startups, or even individual clients, depending on your areas of expertise and service offerings.

After understanding who your target market is, you create a prospect list. LinkedIn is an extremely effective tool for this, as you can use its search and filter options to identify potential leads based on industry, job role, geographical location, company size, and more.

Upon creating this list, you initiate contact. This could be through LinkedIn messages or connection requests, where you introduce your services and express a desire to discuss how you could potentially add value to their business. 

This outreach should be tailored and personalized for each potential lead — highlighting how your accounting services can solve their specific problems. In parallel to your LinkedIn outreach, cold email can be a very effective strategy. 

Crafting an effective cold email involves a clear, concise explanation of who you are, what your accounting firm does, and importantly, how you can help the recipient's business. Again, personalization is key here. 

It's also critical to end with a clear call-to-action (CTA) inviting the recipient to a call or a meeting. Once interest has been established, your goal is to engage and nurture these leads. 

This could be through follow-up emails or LinkedIn messages, sharing relevant content like articles or case studies, or setting up discovery calls to better understand their needs. Over time, your aim is to build trust and establish a strong relationship with these potential clients. 

By consistently demonstrating your expertise and how your accounting services can help them, you'll ideally convert these leads into paying clients.

Finally, keep in mind that this process is ongoing. Lead generation is about continuously attracting and nurturing potential clients. A consistent, proactive approach will ensure that your sales pipeline remains full and your accounting business continues to grow.

1 - How much do lead generation agencies specialized in the accounting industry charge?

Whatever the target industry, the pricing for lead generation is not universally established. Plus, it’s very rare to see lead generation agencies openly display their diverse service tiers and attach the corresponding costs on their website. 

How you pay for lead generation services greatly varies based on the specific agency, as they usually base it on factors like their expertise, technical prowess, team size, the unique requirements of your lead generation project, and expected outcomes.

Lead generation agencies also employ various pricing structures. Some opt for a flat fee model, while others operate on a pay-per-lead basis. There are also companies that model their pricing based on the duration of the campaign, the workload involved, or the project's breadth.

That said, to give a ballpark figure, the cost of lead generation services can span from less than $1,000 to $50,000 per month. The ultimate cost is significantly influenced by the agency you select, the desired outcomes, and your company's status.

Also, it’s possible that certain lead generation companies ask for upfront investment fees or a commitment to a minimum service duration before even initiating a partnership with you.

At Nerdy Joe, we champion pricing transparency. We acknowledge that your main goal in hiring a lead generation agency is to generate leads, channel potential clients into your sales funnel, and secure meetings or sales opportunities with genuinely interested leads.

We understand that and it’s the reason we offer four straightforward monthly packages at set rates. These packages are $1,799 for 10 sales-qualified leads, $2,199 for 15 sales-qualified leads, $3,099 for 15 sales-qualified leads, and $5,099 for 50+ meetings with sales-qualified leads.

2 - Do you provide accounting lead data when doing outbound marketing?

Yes, we do. But here is something you need to know about our agency. 

Contrary to common practice espoused by most of the lead generation agencies and experts, our agency’s approach to lead generation campaigns does not rely on using client data or exploiting data and sales intelligence tools like ZoomInfo or Apollo. 

We avoid hastily creating lists of individuals only to inundate them with generic, ineffective outreach. Our success in lead generation is built on our robust methods of deeply understanding your ideal customer and focusing on a particular group of prospects. 

To achieve this, we involve you in a series of thought-provoking questions designed to help us comprehend who exactly benefits from your product or service and why they constitute your perfect clientele.

Your responses provide us with a full understanding of your product and its most suitable applications. Moreover, as we make sense of the insights gathered from your answers, we also conduct extensive research to locate potential leads within your target industry and market.

After this preparatory work, we initiate a customized lead generation campaign, with the goal to engage and draw these leads towards your business.

3 - How does your lead generation process allow you to be compliant with international data privacy laws?

We recognize the critical importance of data privacy and ensure our lead generation practices are in line with international anti-spam laws. This compliance is particularly important in the accounting sector, given the sensitive financial data handled. 

At Nerdy Joe, we only target leads that have opted in to receive communication or are in jurisdictions where business-to-business communication is allowed. We also maintain clear procedures for leads to opt-out and ensure their data is secured and used strictly for professional purposes.

4 - What are the best lead generation agencies for the accounting industry?

Choosing the best lead generation agency for your accounting firm depends on a number of factors including the agency's industry experience, expertise, and their approach to lead generation. Here the top lead generation that operate in the accounting industry:

  • Nerdy Joe
  • MediaBoom 
  • Growth Rhino
  • Cleverly
  • Lead Cookie
  • Martal Group
  • Belkins
  • Abstrakt Marketing Group
  • Lead Fuze

The reality is that all lead generation companies will assure you that they can provide an exceptional lead generation service for your accounting business. However, they don’t specialize in a particular field — they cater to a broad array of industries.

We are not different. You only have to make the team possesses the creative chops to make success happen for your business. 

Our agency, Nerdy Joe, sets itself apart by delivering a more customized, outcome-oriented approach. We construct highly effective lead generation campaigns that are specifically tailored to meet the unique demands of your business.

5 - What is a lead generation agency, and why do I need one for my accounting firm?

Simply put, a lead generation agency is an organization skilled in helping businesses reach potential customers through lead generation. They handle all facets of the process, including research, execution, and management of lead generation campaigns, offering a fully-managed service.

They are composed of outreach professionals and copywriting experts who possess competencies in email marketing, prospect research, and campaign management. They assist you in reaching potential customers, investors, partners, or other key stakeholders you've not previously connected with.

They can support you in executing cold outreach campaigns through email or LinkedIn and all you need to do is watch as your sales pipeline fills up with leads ready for conversion. These agencies alleviate the stress of lead generation, allowing you and your sales team to focus on selling. 

Furthermore, they free up considerable time for your sales team, enabling them to concentrate on their core tasks: having meetings and closing deals.

6 - How do you get accounting qualified leads with lead generation?

At Nerdy Joe, we passionately hold that the secret to a successful lead generation campaign, irrespective of the target industry, resides in a comprehensive understanding of your target audience and crafting an ideal customer profile that matches your product and objectives.

For this reason, we at Nerdy Joe always prioritize gaining a full comprehension of your product, its specific target market, and their need for your product. We have a custom framework for this process. We'll even inquire about the core reasons behind your business's existence.

So, if your target market consists of accountants, our strategy will entail detailed research to identify the right individuals from this demographic (who align with your ICP). After this, we'll formulate a personalized campaign to connect with them and transform them into leads for your enterprise.

7 - How do I start a lead generation campaign?

Starting and managing a lead generation campaign involves a sequence of actions which can be divided into steps. Broadly, these include identifying your target audience, crafting a persuasive message, tracking engagement and continuously refining your approach, and more.

If you are partnering with us at Nerdy Joe, all you need to do is select the package that best fits your business needs and budget from the three options available on our pricing page.

Once you sign up, we automatically set up a project for you on Basecamp and send you an invitation email. Next, we start a conversation to understand your needs and key factors such as your target audience, ideal customer profile, and so on.

Following that, based on whether we are running an email or LinkedIn outreach campaign, we set up new domains or get your credentials to lay some groundwork or get the terrain ready. 

Next, we build the outreach lists, conduct prospect research for data enrichment, and draft the initial outreach email or messages — effectively getting everything ready. We walk you through our operational procedure, offering you the ability to track all our actions in real-time.

8 - How does Nerdy Joe work?

At Nerdy Joe, our approach to initiating new lead generation projects always starts with an in-depth analysis of our client's business, along with the unique selling propositions of their product or service. 

This allows our experts to understand your specific needs and objectives for lead generation marketing.

Once that’s completed, we engage in thorough discussions to understand your business requirements and ambitions, which allows us to align our efforts and strategies appropriately. We'll conduct comprehensive market research to identify your ICP and create a buyer persona.

Simultaneously, we establish the necessary groundwork to maximize your engagement. This includes activities such as setting up and warming up new domains for optimal email deliverability or making your LinkedIn account look more attractive, creating outreach lists, and researching potential leads.

Following this, our team develops the outreach messages and sequences — all personalized to connect with each member of your target audience. Our goal is to build relationships and nurture leads as this fosters continued engagement and establishes connections that result in conversions.

We also run split testing campaigns experimenting with different offers, sending times, messaging styles, and more. The intention behind this is to discover the go-to-market strategy that resonates best with your target audience.

Moreover, we believe in transparency and provide our clients with regular, detailed reports outlining campaign performance.

9 - How long will it take to get results?

As seen with any other lead generation company, the initial few days of any B2B lead generation campaign typically involve testing, data assessment, and strategic refinement. This process helps us identify the most effective approach to deliver results.

As such, the timeline to start getting leads can differ from one business to another. While some companies might start getting leads from the first week of the campaign, others may need to wait a few weeks for the same outcome.

Still, at Nerdy Joe, whatever happens, we guarantee that you will begin to see results within the first month of your campaign.

10 - How fast do you start working?

The moment you sign up with us, we greet you with a splash of cheerful emojis in our Campfire chat. Following that, we create a unique project, tailored specifically for your company on our Basecamp, and you'll receive an invitation to join.

We then kick-start discussions to understand your objectives, your customers (ICP), and other pivotal aspects of the campaign. We'll either request access to your domains or set up new ones (or your LinkedIn credentials depending on the context), ensuring they are in line with your brand and convey a positive image.

As soon as the groundwork is in place, we promptly begin testing various messages and offers, pinpointing those that most effectively resonate with your audience. This implies that work commences the moment you sign up.

11 - What is your lead generation process, and what makes you different?

It would require a separate, comprehensive article to explain our process in its entirety. However, our lead generation process can be condensed into several vital steps. Here's a condensed overview of our approach:

Pre-campaign phase

These actions are executed before the launch of the lead generation campaign.

  • Product research: We delve deep into understanding your product to fully grasp its nature. This allows us to identify who requires it and the best sales strategy. 
  • Domain/account setup and warm-up: We create and warm up new domains for the campaign, ensuring they are optimally prepared for high deliverability rates. 
  • ICP identification and buyer persona development: Together with you or your sales team, we will pinpoint your best customers and determine the right contacts at each company for maximum engagement. 
  • List building: Based on the mutually agreed ICP and buyer persona, our team manually identifies leads and constructs the outreach lists
  • Prospect research and icebreaker creation: We research each individual on our list for personalization. We leverage the data collected to craft unique touchpoints in the emails, or "icebreakers." 
  • Email/message samples and sequence creation: We draft the cold email copies and cold email sequences, making sure they are uniquely personalized for each recipient.

Campaign phase

  • Monitoring campaign: At this stage, we monitor the campaign's performance and take notes. We categorize the prospects into different funnels or segments based on their engagement. 
  • Improvement: Drawing on the data we gather, if we discern opportunities for improvement, we implement measures to optimize results.

Post-campaign phase

  • Reporting: At the campaign's end, we provide the leads we've generated for your business. Alternatively, we explain any issues that surfaced and how we're addressing them. 
  • Improvement: If required, we refine and tailor the campaign for optimal results. 
  • Repeat: We repeat the process to bring more leads to the client.

In essence, that covers it. 

What distinguishes us from other lead generation agencies is our dedication to profoundly understanding your target customers before crafting a single lead generation email.

Also, we don’t run mass email campaigns. We hand-pick and research every single prospect we put on our targeting list. We gather data about them to ensure every email we write and the offers we propose are suited to their needs. We don’t use templates, and two prospects never receive the same emails.

We target small lists and invest time in the meticulous work required to secure them for your business. Our ideal scenario is to build a list of 20 prospects, conduct proper research before launching campaigns, craft uniquely personalized lead generation emails for each individual, get 15 replies, 10 positive, and generate 6 leads you can convert.

We don’t need to target thousands of people to yield a few leads that might not even convert into customers. All of our operations are performed manually to guarantee top-tier accuracy and efficiency. We don’t depend on any data intelligence tools or hire freelancers from UpWork or Fiverr for hasty list building.

12 - How to hire a lead generation agency?

We believe the best approach here is to reach out to various lead generation agencies that resonate with your brand.

Consider factors like their skill set, success ratio, previous clientele, experience, and any guarantees they offer. Your specific goals and budget should also significantly influence your decision-making process.

Be sure to ask detailed questions about the quantity and quality of leads they can generate, the associated costs, and the potential conversion rates.

We also welcome you to engage in a discussion with us at Nerdy Joe (pick a time on our calendar). We’re prepared to answer all your questions and provide the necessary information to help you make an informed decision.

13 - Why should I hire an accounting-specialized lead generation agency?

Partnering with a lead generation agency proficient in the accountant sector provides the advantage of a team that's familiar with the industry landscape, thereby improving your odds of securing high-quality leads.

However, the fact is that most elite agencies will not particularly specialize in your accountant market. The critical aspect, therefore, is the agency's capability to excel within your target market, effectively identifying and engaging the most relevant leads, irrespective of their geographical location.

At Nerdy Joe, our methodology of outlining your ideal customer profile and conducting comprehensive lead research positions us to be your top choice for lead generation, whether it's for an accounting business or a cannabidiol business.

We always prioritize thoroughly understanding your offerings and pinpointing the right individuals to engage. This strategy allows us to consistently deliver exceptional results, regardless of the industry under consideration.

14 - How successful are lead generations?

Lead generation is a powerful marketing strategy that has proven successful across different industries. The success rate varies depending on factors like campaign strategy, target market, and execution.

For us, the success of lead generation campaigns hinges on key factors such as the relevance of the target audience, the efficacy of the messaging strategy, the appropriateness of the offer to the prospect’s pain points, and so on.

We guarantee engagement and optimal conversions. We have faith in our capability to generate leads for any business that offers a product or service addressing a genuine need and has good product-market fit.

Product-market fit is a vital component in the success of any outbound outreach campaign. If your business is still in the phase of discovering its product-market fit, we might not be the most suitable choice for you.

15 - How do you measure whether a lead generation campaign is effective?

At Nerdy Joe, we measure the success of our lead generation efforts through meaningful lead generation metrics such as the agreed-upon number of generated leads, the quality of these leads, and their conversion rates.

Hence, we always start our partnership by identifying your objectives and defining what would constitute significant success for your business. In our perspective, the primary indicator of a successful lead generation campaign is the volume of leads generated.

For instance, if you're an accounting firm providing services to healthcare businesses, the most relevant metrics for your business would be the number of healthcare businesses signing up for your offer, the number of businesses requesting a demo, and the count of individuals prepared to discuss sales or deals.

While metrics like response rates or open rates can provide insights for adjustments and guide our future strategies, they don't necessarily represent the campaign's success. Unfortunately, many lead generation agencies focus solely on these metrics when reporting results.

16 - Do I need to outsource my lead generation?

Outsourcing lead generation is an effective way to focus your internal resources on core business operations, while leaving the lead generation process to experts. 

When you outsource to Nerdy Joe, you're tapping into a wealth of industry knowledge and expertise, as well as proven strategies that have helped numerous accounting firms generate high-quality leads. 

So, yes, outsourcing your lead generation to a specialized agency like Nerdy Joe is a smart move for your business.

17 - How do I increase my email response rate for my lead generation?

Low response rates in lead generation campaigns can occur due to a multitude of reasons. These might include a lack of understanding of the target audience, ineffective communication techniques, unattractive offers, or inappropriate targeting, among other reasons.

Here at Nerdy Joe, we don't just address these issues; we proactively design our campaigns to avoid them. Our process begins with in-depth research to understand your target audience and their needs, interests, and communication preferences.

Next, we carefully tailor our messaging, using language and offers that speak directly to your audience's pain points and desires. We are not just sending out emails; we're crafting conversations designed to engage and build trust.

Further, we conduct ongoing A/B testing with different message styles and offers, using the insights gained to continuously refine and improve our approach. We don't assume we've got it right from the start — we're committed to learning and evolving based on real-world feedback.

Also, we know there is not always a one-size-fits-all approach for lead generation. Hence, we consider various communication channels beyond email, such as LinkedIn, to connect with your target audience in ways that are most convenient and appealing to them.

Our holistic and flexible approach to lead generation is what sets us apart and allows us to deliver consistently high response rates, regardless of the industry or target audience. We don't just aim for the most leads - we aim for the most meaningful engagements that translate into fruitful business relationships.