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Every client touchpoint tracked. Every opportunity followed up. A tech stack that runs your practice like the advisory firm you're building.
What accounting & cpa firms get wrong about crm & tech
Most accounting firms manage client relationships through spreadsheets, email inboxes, and the senior partner's memory. There's no system tracking where prospects are in the pipeline, no automated follow-up for proposals sent, and no visibility into which marketing efforts actually produced clients. When tax season ends and revenue drops 30–40%, there's no data to tell you which leads went cold and why. The firms scaling to advisory work need systems that match their ambition — not tools built for sole practitioners.
How ABMG does it differently
We build the tech infrastructure that turns your firm from a reactive practice into a proactive advisory business. CRM setup creates pipeline visibility from prospect inquiry through engagement. Automated workflows ensure no proposal goes unfollowed, no prospect falls through the cracks, and every client touchpoint is logged. Integration with your practice management software means billable hours, engagement status, and client satisfaction data flow into one dashboard. Marketing attribution connects ad spend to signed engagements so you know exactly which channels deliver advisory clients — not just tax prep inquiries.
CRM setup and configuration tailored to accounting firm workflows
Marketing-to-client pipeline automation with stage-based triggers
Practice management integration for unified client visibility
Automated proposal follow-up and engagement conversion sequences
Custom reporting dashboards for pipeline, revenue, and marketing ROI
Team training and adoption support for firm-wide CRM usage
Complete pipeline visibility from prospect inquiry to signed engagement
Zero leads falling through the cracks via automated follow-up
Marketing attribution showing which channels produce advisory clients
Data-driven decisions based on revenue, not gut feeling
Practice management handles the work after a client signs. CRM handles everything before — prospect tracking, proposal management, marketing attribution, and automated follow-up. They complement each other. We integrate both so you have one view of the client lifecycle from first inquiry to ongoing engagement.
CRM pays for itself at any firm size because the alternative is leads falling through the cracks. Even a 5-person firm loses 15–25% of potential clients to poor follow-up. A properly configured CRM takes 10 minutes per day to manage and ensures every opportunity gets the attention it deserves.
HubSpot for most growth-stage firms — it's powerful, integrates widely, and scales from 5-person to 100-person practices. For firms with complex engagement structures, we evaluate Salesforce. We're platform-agnostic and choose based on your firm's specific workflows, integration needs, and growth trajectory.
How does your marketing stack up?
Take the 2-Minute Growth ScoreThe second best time is now.
Every month without a clear strategy is another month of revenue walking out the door. Apply in 2 minutes — our team reviews every application within 48 hours.
6-month minimum engagement · Month-to-month after that · Select clients only