CRM & Tech for Accounting & CPA Firms
Every client touchpoint tracked. Every opportunity followed up. A tech stack that runs your practice like the advisory firm you're building.
The Problem
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.
Our Approach
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.
What We Deliver
- ✓
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
What You Can Expect
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
Other Services for Accounting & CPA Firms
CRM & Tech for Other Industries
Frequently Asked Questions
How does your marketing stack up?
Get Your Growth ScoreAnother Quarter Is Going to Pass
Either Way.
Spend it compounding.
You've already tried doing it yourself, hiring for it, or handing it to an agency. The next quarter can go the same way, or one team can finally own the whole thing. Apply in 2 minutes. Our team reviews every application within 48 hours.
Select clients only · Every application personally reviewed