How a Reputed Boutique Accounting Firm in Florida Turned Unmeasured Ad Spend Into a 4x Lead Engine
A five-person Florida firm serving restaurant and hospitality owners rebuilt its marketing around the clients it wanted. In two months on OCTA it generated 22 high-intent leads and reached 4x more target prospects.
Industry: Restaurant & Hospitality Accounting | Location: Florida, United States
About Boutique Accounting Firm, Florida
A trusted boutique accounting practice in Florida, specializing in the restaurant and hospitality industry and serving 15 to 20 independent restaurant owners and small hospitality operators. Run by a five-person team, the firm provides tax preparation, bookkeeping, accounting and advisory services built around the realities of food service: thin margins, seasonal revenue swings, and cash flow most general accounting firms aren't equipped to manage well.
- 15–20 restaurant & hospitality clients
- 5-person team
- Boutique accounting practice
- Florida
Key Results
- 22 High-Intent Leads: In the first 2 months
- 4x More Prospects Reached: In 60 days
- Same day Lead Routing: Qualified prospects reach the team the day they enquire
Spending on Marketing With No Way to Know If It Worked
- The firm had tried: A Meta ad campaign ran for months, generating clicks and occasional form fills, but with no one on the team who understood targeting or how to read the results, there was no way to tell whether the spend was working or simply disappearing.
- Leads arrived scattered: An ad click here, a referral there, a website visitor somewhere else, none of it connected.
- No one had the time or the background: With the full team on active client work, whoever had a spare moment ended up managing ads and chasing enquiries, work no one on the team was trained for.
Why the Firm Chose OCTA, and What Changed
A Website Built Around Who Was Actually Searching
A restaurant owner looking for accounting help isn't researching generic bookkeeping. They want someone who understands the cost of goods sold on perishables or seasonal cash flow. The firm's old ads and website spoke to a generic small-business audience. Using OCTA's Website Studio, the owner rebuilt the firm's presence around that specific audience and made it the single landing point for Meta ads, Google Business and organic search, instead of a scattered patchwork.
Ad Performance That Stopped Being a Guess
With everything connected, every lead, regardless of source, was captured, qualified against the firm's own criteria, and routed automatically, so a genuine prospect reached the team the same day.
Capacity Freed Without Pulling Anyone Off Client Work
Recurring accounting and bookkeeping procedures moved onto configured skills and routine admin was automated, freeing capacity across the team without pulling anyone off client work.
The Impact
In its first two months on OCTA, the firm generated 22 high-intent leads, and its reach into the exact audience it wanted, restaurant and hospitality owners searching for this expertise, grew fourfold. Unmeasured, scattershot ad spend became a channel the team could see, act on, and trust, without marketing expertise none of them had.
What Boutique Accounting Firm, Florida Says
We're accountants and advisors, not expert marketers or salespeople. We were spending on ads with no idea if it worked, and chasing leads was stretching the team thin. What we actually needed was one system: marketing, our client work, the recurring admin, all running together instead of separate problems. OCTA really got us that push.
Founder, Boutique Accounting Firm, Florida