How To Run Facebook Ads For Chartered Accountant 2025

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In 2025, Facebook Ads for Chartered Accountants continue to be one of the most cost-effective and scalable ways to generate quality leads. Whether you're a solo CA or run a mid-sized financial consultancy, Facebook’s vast targeting capabilities allow you to reach your ideal clients with precision — even on a modest budget.

This guide is tailored to help CAs, tax consultants, and marketing professionals craft high-converting lead generation campaigns on Facebook and Instagram.

Steps to Create Facebook Ads for Chartered Accountants

Follow these step-by-step instructions to set up high-converting Facebook Ads tailored specifically for Chartered Accountants, focusing on lead generation and client acquisition.

Campaign Setup Workflow:

Step 1: Navigate to Meta Ads Manager and select the Campaign tab.

Step 2: Click on the “Create” button to initiate a new campaign.


Step 3: Under Campaign Objective, choose “Leads” to focus on generating inquiries.
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Step 4: Name your campaign using a clear and consistent format:
[Niche]_[Objective]_[Duration or Budget]_Campaign
Example: CA_Leads_3Days_Campaign

Step 5: Set your Campaign Budget under the budget section.
For Chartered Accountants, the recommended daily budget is ₹500–₹1,000, depending on your reach and scale.

Adset Setup Workflow:

Step 1: Name your Adset using a clear and consistent format:
[Niche]_[Objective]_[Targeting Base]_Adset
Example: CA_Leads_Finance_Adset

Step 2: In the Conversation Location section, choose your lead medium.
For Chartered Accountants, the recommended options are WhatsApp or Instant Forms for faster responses.

Step 3:
Under Budget & Schedule, set your ad to start at 12:00 AM the next day for optimal delivery.

Step 4: Switch to Manual Audience Targeting by enabling the “Further Limit the Reach” option.

Step 5: Begin by targeting Tier 1 Indian cities to focus on higher-value clients.

Step 6: Set the Age Range to 25–55 years, which covers the primary demographic for CA services.

Step 7: Use detailed targeting to refine your audience:
  • Industry Interests: Accounting, Finance, Taxation, GST, Income Tax, etc.
  • Job Titles: Roles with annual salaries between ₹2.5 lakh to ₹10 lakh.
  • Investment Interests: People actively involved in the stock market.


Step 8: For Ad Placements, select Facebook & Instagram (Feeds and Stories) to maximize reach.

Ad Setup Workflow:

Step 1: Name your Ad Set using a clear and standardized format:
[Niche]_[Objective]_[Targeting Base]_Ad
Example: CA_Leads_Finance_Ad

Step 2: Disable the Multi-Advertiser Ads option to ensure your ad competes only within your selected targeting parameters.

Step 3: Upload your Ad Creative (image or video) and craft an engaging primary text that captures attention.

Step 4: In the headline section, include strong Lead Magnet offers, such as:

  • Free Tax or GST Consultation Call
  • Book Your Free CA Consultation Now
  • Get a Free ITR Review
  • Request Free GST Compliance Check

Step 5: Review all campaign settings, then publish your ad, ad set, and campaign to go live.

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Conclusion:

In 2025, the Chartered Accountant industry is evolving — and so should your marketing. Running Facebook Ads doesn’t require a huge budget, but it demands clarity, precision, and consistency. By following this guide, you can create ads that speak directly to your ideal clients and generate leads that turn into paying customers.

Start with a clear offer, target the right audience, and let your expertise as a CA shine through every ad.

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