Are you looking to use ClickFunnels for accountants?

If yes, you’re at the right place to be.

Before we dive into the strategies on how to build, structure, and implement ClickFunnels into your business, firstly we’ll take a look at what a sales funnel is and why it matters.

What is a Sales Funnel for Accountants & Why it Matters?

A sales funnel is the path a customer takes to buy from your business. Using a sales funnel as part of your marketing strategy will further help you to visualize the path a potential customer takes to become a buyer and a repeat one.

Sales Funnel illustration

With this, it is clear that an accountant’s sales funnel is a set of steps or processes that leads your potential customers in search of your accountancy services into conversion.

An accountant sales funnel will help you track, monitor, and optimize your entire business.

You’ll be able to see where your audience comes in and drop out.

As accountants are specialists responsible for keeping and interpreting financial records and performing a wide range of finance-related tasks either for individual clients or for larger organizations, using a sales funnel in their practice will help them grow their business online and increase clients.

Now that you have a little idea of how and why you need sales funnels as an accountant, let’s dive into the meaty part of this guide.

How to Use ClickFunnels to Grow Your Accountancy Business

The process of designing your accountant sales funnel with ClickFunnels isn’t as complicated as you might have thought.

This is because you get a ton of beautifully designed DFY ClickFunnels templates you can use.

While the actual building and designing of your accountant sales funnel matters a lot in terms of conversions, the most critical part of your funnel conversion lies in the strategy.

What I mean is having a/an:

  • Attention-grabbing Hook
  • Relatable story
  • Irresistible Offer
  • Enticing copy

Once you’ve got the above element right into your sales funnel, you’ll be on your way to your first million-dollar generating funnel.

Because these factors listed are HUGE factors for every business owner.


You need to go online, do market research, and find out where your target audience meets.


This could be:

  • Facebook groups
  • Instagram
  • Reddit
  • LinkedIn
  • Quora
  • Online forums
  • Twitter
  • Google search

And more…


You need to figure out their pain points and desires. You can do this by using a quiz, survey, or scanning through repeated questions and problems via the above meeting points.

Then, you create a lead magnet to address the pain points of your target audience and to also capture them as leads.

And then you take those leads up your value ladder to pay for your products and services.

Your lead magnets could be something like:

  • Case studies
  • Cheatsheet
  • Template
  • Checklist
  • Ebook
  • Swipe file
  • Worksheet
  • Report/White paper
  • Resource list
  • Calendar/Planner
  • And more


Craft a compelling copy with an eye-catching hook and story.

Your sales funnel copy is one of the most important aspects of marketing and advertising. It is what draws the attention of your target audience to your offer and persuades them to act.

However, writing awesome sales copy could be very hard!

As an accountant, instead of wasting all of that time and energy trying to discover the secrets behind writing copy that sells, I’d recommend this free resource to generate winning copy formulas instead.

I also used to struggle with understanding hook and story for years, but after going through the One Funnel Away Challenge, I understood how to implement it in my sales funnels.

The OFA costs $100 but you can have it for free when you sign-up to become a user of ClickFunnels.

You can find the free OFA right in the FunnelFlix members area.

Finally, you need to drive traffic to your accountant sales funnel:

Driving traffic to your funnel, attracting clients to your accountancy services, collecting their contact details, nurturing them, converting them, and having them turn into die-hard fans is what separates the men from the boys in marketing.


No traffic, No business.

The popular sources you can leverage to drive traffic into your sales funnel include:

  • Facebooks ads
  • SEO/Blogging
  • YouTube ads
  • YouTube organic videos
  • Google ads
  • Facebook organic
  • Instagram ads and organic
  • Pinterest
  • LinkedIn
  • And much more

You name it…

I’ll advise you to settle with the traffic source you’re most comfortable with.

And if you’re having a deep pocket and can’t wait for the results of organic traffic over time, then you should learn and invest in paid ads.

From experience, Facebook Ads happen to be the best promotional channel for accountants.

You should check out Russell Brunson’s Traffic Secrets book on filling your sales funnel and websites with your dream customers.

Why ClickFunnels is the Recommended for Accountants, Plus, Other Benefits

Before we delve into the core benefits of why you should use ClickFunnels as an accountant, let’s briefly talk about why ClickFunnels is such an amazing solution.



Before now – as an accountant – if you’ve ever attempted to build an online sales funnel or a website to help acquire clients or customers, you’re probably faced with 1 or 2 options in mind:

  • Hire a team of programmers, or website agency
  • Attempt to do it all yourself

Well, the truth is, you’ll either end up spending a massive budget no matter which route you choose.

And the worst part?

No matter the option you finally decide to roll with, it’s going to be tough to glue together all the separate pieces of software to create ONE funnel for your business.

This is where ClickFunnels comes in.

It is the optimum solution to help you as an accountant build and launch your sales funnel fast without duct-taping different platforms.

You’ll agree with me that nobody wants to deal with all those complicated moving parts and pieces.

With just a few clicks, you can have your new accountant sales funnel up and running in as little or no time.

Way before ClickFunnels, if you wanted to create a sales funnel for accountants, you had to PIECE together every element yourself (or hire a team to do it for thousands of dollars).

And this process isn’t even proven to convert.

That’s not all.

You still have to connect all the 3rd party programs (that may or may not work nicely together) and hope that you have a working travel agent sales funnel at the end.

Do you get the point?

With these points made, here are some other benefits of using ClickFunnels as an accountant.

Benefits of Using ClickFunnels as an Accountant

Here are the benefits why ClickFunnels happens to be the best amongst all online selling platforms:

#1. Collect and Process Payments Swiftly!

Everything that has to do with payment processing – ClickFunnels has got your back on that!

With the in-built full shopping cart system, you don’t need to piece together any 3rd party tools to sell your accountancy services online.

And the best part is that ClickFunnels integrates with popular payment gateways worldwide including Braintree, PayPal, Stripe,, etc. to make the process easy and seamless to get paid.

#2. Smart Follow-Up with Leads and Customers

You may already know this:

Marketing automation and targeted follow-up give business owners the ability to create consistent messages that solves their customer problems.

This is where ClickFunnels’ in-built email marketing and automation platform called Follow-up funnels comes in.

With this platform, accountants can deliver the right content, at the right time to the right customers, which in turn, nurtures and builds trust for their businesses.

#3. Build and Design Any Type of Page

This is an obvious benefit of ClickFunnels. I’ve been able to build 6 different types of funnels and pages on ClickFunnels.


For you, It doesn’t just end in building funnels and pages for your business. With ClickFunnels powerful and flexible page editor, you’d be able to build (from a template or build from scratch):

  • Membership funnels
  • Application funnels
  • Lead magnet and squeeze page funnels
  • Supplement funnels
  • Webinar funnels
  • Ecommerce funnels
  • Product Launch funnels
  • Affiliate marketing funnels

#4. Boosts and Maximizes Profits

This is possible with 1-click upsell, order bumps, and a few other features that come with the platform so you can skyrocket your average cart order.

Specifically, upsells increase your cart value by adding additional complementary products or services while a bump order is an additional item a customer adds to their cart before completing their purchase.

Your customers would not have to go through the entire check-out process all over again as their billing details are already stored.

With a few clicks, you easily set all these revenue-boosting features on your ClickFunnels account. Click here.

#5. Create and Sell your Online Courses With Ease

Let’s say you finally cracked the code and mastered the art of using ClickFunnels for accountants, your next scaling strategy should be helping other accountants like yourself grow their business through the power of ClickFunnels.


And the best way to do that is by creating a course or membership program around that.

While there are lots of course creation and membership site platforms, you don’t have to waste your money using any of them since ClickFunnels can do that.

ClickFunnels’ in-built membership site will host all of your training material and content so your students can easily log in and learn directly from you.

#6. Reduce Advertising Costs!

How does ClickFunnels help you reduce advertising costs?

Glad you asked.

Well, this is possible with affiliate marketing. 😊

Affiliate marketing offers a cost-effective method for online business owners to promote their products and services (without spending on paid adverts).

Besides, the fact that it helps you as an accountant save a ton of money, affiliate marketing broadens your reach and boosts your reputation.

That said, there’s no way to create or build an affiliate program without affiliate management software to manage, track, assign and pay your army of affiliates.

And ClickFunnels comes with an in-built affiliate management software called Backpack that takes care of all these.

You can read the other benefits of ClickFunnels here.

Other Marketing Resources Needed as an Accountant

Like we said earlier, ClickFunnels hosts the majority of the tools and resources you need to build your sales funnels, market, and sell your business online.

But not everyone prefers to build and control a business from one end, right?

This is why I listed the following tools and resources to help you get more returns from your business, online.

#1. ActiveCampaign


This is my recommended autoresponder for those who won’t be needing the in-built autoresponder and email platform ClickFunnels provides.

Get a 14-day free trial of ActiveCampaign here.

#2. Teachable


Do you need a much more advanced and dedicated membership site or course creator? Teachable is a great fit.

Get a free Teachable trial here.

#3. Dotcom Secrets Book


This is one of the best books on mastering and understanding the concept of marketing and sales funnel for any business.

This was the book that got me exposed to marketing with sales funnels and I discovered secrets a lot of successful marketers never want people to discover.

Grab the Dotcom book for free here.

#4. One Funnel Away Challenge


If you’re looking for a group of dedicated and like-minded business owners who are being guided and challenged by a coach to launch a funnel and successfully market their business.

Then this is training to enroll on.

Enroll in the next OFA challenge here.

#5. Copywriting Secrets


While there is a free webinar presentation here on copywriting taught by Jim Edwards and Russell Brunson – I’d recommend you have a copybook beside you to guide and aid you whenever you’re writing copies for your businesses.

Let it be your copy bible. Morning, Afternoon, and night.

Grab the free Copywriting secrets book here.

Final Thoughts on ClickFunnels for Accountants

I hope you get the whole idea of how ClickFunnels works for accountants.

So in conclusion, the short answer to “if ClickFunnels can work for accountants” is:

Yes, it can. ClickFunnels gives accountants the tools they need to market, sell, and deliver their services to their target customers online from one convenient place.

Plus, they have all the required training users need to have success with their funnels. i.e the Funnel Hacking Secret Masterclass.

The end.

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