Ageras is a results-driven marketplace made for accountants (and bookkeepers) like you, specialized in your industry and focused on your ROI. You get to benefit from the performance and results from an in-house marketing department, receiving the qualified, high-conversion opportunities you want. Your business will bring in hands-off, sustained growth and strong new client relationships.

Partner packages come in all shapes and sizes and are tailored to fit your firm’s growth goals. Your package is scalable, and your price will be set by the number and type of opportunities that you want. Larger packages offer larger discounts, so more opportunities equals a lower price per potential client!

Our client consultants screen each lead with a detailed phone call, following our strict quality standards and getting additional case information. The client is asked a series of questions to determine their seriousness including their budget expectations, timeframe to get started, and reason for looking for a new accountant. 

Our marketing is targeted for our partner network so that potential clients will fit your referral criteria, including your area preferences. We also receive a variety of clients who want to work both locally and remotely, and will let you know each opportunity’s preference.

Yes! You can customize your client opportunities in five ways: company type, size, area, industry, and by which services they are looking for. You will choose these referral criteria with our team while getting started on the platform so that our client consultants know which types of potential clients to pass along to you.

While we leave the closing to you, we do everything we can to provide you with the tools you need to win. All of our leads are qualified with a phone call to identify their needs and seriousness so you receive only the best opportunities. Next, our team takes matching very seriously. When you receive an opportunity, you’ll receive detailed information about the client and their case so that you can always feel confident and informed giving your quote and reaching out. Our client consultants will also follow up with your opportunities along the way to check in with their progress.

With Ageras, you retain the entire lifetime value of your clients, only paying the initial cost of obtaining your opportunities. We measure our success by your success, which is why our team will support you every step of the way.

Based on your needs and criteria, your account manager will set the expectations for you about the frequency of receiving your referrals. In your package, there is also a final delivery deadline for the opportunities you purchase. 

Businesses looking for accounting help submit requests to us looking for the right expert - but where do they come from? These leads are produced by our in-house marketing team, who ensure that we have exposure on a variety of platforms, target the clients you’re looking for, and answer market demand. This results in a high volume of real, serious business owners who are looking for your help now.