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Buy Fiduciary Leads
Qualified & Exclusive.
Connect your fiduciary firm with SMEs and self-employed people looking for a new accounting mandate: bookkeeping, VAT, payroll, year-end closing and tax returns. Recurring annual mandates with pre-qualified needs.
MARKET ANALYSIS
The SME fiduciary business in Switzerland: a fragmented and highly competitive market.
With growing administrative requirements (VAT returns, AHV and LPP (occupational pension) statements, the new corporate law, digital tax returns), Swiss SMEs and self-employed people are actively looking for a responsive fiduciary close to their reality.
Choosing or changing fiduciary is a structuring decision for a business owner. SMEs compare, request fee quotes and expect fast responses. This is where the traditional prospecting model runs out of steam: the business owner wants a point of contact at the exact moment they express their need.
By buying fiduciary leads that are pre-qualified, you secure a steady flow of cases for your fiduciary firm (New mandate or Fiduciary change), knowing you are dealing with business owners who have already specified the services they expect and the volume of their activity.
What a lead contains
- Type of mandate New mandate / Fiduciary change
- Services wanted Bookkeeping, VAT, payroll, closing
- Legal form and headcount. Sàrl (LLC), 6 employees
- Annual turnover 500k to 1 million CHF
- Head office canton Vaud
STRATEGY
A strict qualification funnel
The fiduciary field requires serious cases. We filter intent through smart fee estimators and targeted advertising.
Google Ads (Intent)
Capture of direct intent from business owners searching transactional keywords such as "SME fiduciary Lausanne", "self-employed accountant price" or "change fiduciary".
Meta Ads
Demand generation through targeted ads: turnkey SME bookkeeping, tax returns for the self-employed and takeover of files mid-year.
Fiduciary qualification questionnaire (Estimator)
The prospect goes through an interactive tool (fee estimator type) ensuring they have thought through their services, their volume of entries and their timeline.
FIDUCIARY TARGETING
Two types of prospects for your fiduciary firm
We don't send you mere "browsers". Each contact corresponds to a precise stage in the life cycle of an SME in Switzerland.
Fiduciary Change
SMEs already supported but dissatisfied (delays, fees, lack of advice) who want to transfer their accounting mandate, often before the year-end closing or on 1 January.
- Current fiduciary identified
- Unsatisfactory fees or service
- Wish to transfer the mandate
First Fiduciary
Young companies and self-employed people (Sàrl or SA set-up, VAT registration, first hire) looking for a fiduciary for a structured annual mandate.
- Precise activity and legal form
- Expected services (Bookkeeping, VAT, Payroll)
- Fee budget validated
MAXIMUM RESPONSIVENESS
Connected directly to your work tools.
In the fiduciary business, responsiveness makes the difference: the first fiduciary firm to contact the business owner wins the mandate in 78% of cases. Stop wasting time on manual exports. We automate the delivery of every fiduciary lead in real time.
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Instant Google Sheets Export A live-updated spreadsheet, ideal for your assistant or your mandate manager.
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Connection to your CRM via Webhook, Zapier or Make
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Email notification with the SME case data
Pipeline_Fiduciary.xlsx
What fiduciary firms say
They chose to structure their client acquisition with us.
"The filter on expected services and turnover saves an enormous amount of time. Before, I spent my days pricing quotes for micro-businesses. Now we talk straight about closing and tax planning."
"We added these leads on top of our referral network. The volume is stable, even outside tax season, and the quality of the appointments helped us grow the fiduciary firm's revenue by 35% this year."
"What I appreciate is the transparency. If they cannot deliver in a given canton in a given month, they say so. A real partner for our growth in French-speaking and German-speaking Switzerland."
Estimate your mandate volume.
The Cost Per Lead (CPL) in the fiduciary field varies widely depending on your criteria: targeted cantons, First fiduciary vs Fiduciary change, filters on legal form and turnover, tax season from January to March.
- Define your target budget
- Our team analyzes the market (search rates)
- You receive a precise projection (Volume/CPL)
We answer your questions
Everything you need to know about our Fiduciary leads.
Ready to grow your portfolio of mandates?
Schedule a strategy call