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CPA and accounting firms · CRM

Keep prospects, referrers and engagement renewals in one place the partners will open.

A CRM for a CPA firm is a shared record of every prospect, referral source and client conversation that is not a tax file. GullySales sets up the pipeline stages, fields and habits around how your firm sells, and works with a tool you already own where one fits.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of cpa and accounting firms at work in the United States

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for CPA and accounting firms

Sales and marketing for CPA and accounting firms, the overview.

Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For CPA and accounting firms

Where it usually goes wrong, and what we would do.

  • “Practice software holds the work, not the relationship”

    Your tax and workpaper systems know what was filed. They do not know that the controller at a trucking client mentioned an acquisition, or that a banker introduced two prospects last spring. Without a separate record, the partner who heard it is the only place it lives.

  • “Referral sources need their own records”

    An attorney who sends one engagement a year and a banker who sends five are different relationships. A firm that logs only clients cannot see which introducer has gone quiet, or which one has never heard how the work went.

  • “A spreadsheet works until the busy season starts”

    Between January and April, nobody updates a sheet. The enquiries that arrive in those weeks are remembered by whoever answered the phone, and by May the list of people to call back is a guess.

  • “The pipeline should match how a proposal moves”

    A fixed-fee engagement moves from first call to scope to proposal to signed letter. Stages named after that route show which proposals stalled, whereas a generic 'lead, opportunity, won' list hides the step where prospects go quiet.

What we do

What we deliver for CPA and accounting firms.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Pipeline stages built on your own sales route

    Stages from first enquiry through qualifying call, scope, proposal sent and engagement letter signed, each with a clear rule for moving forward.

    Result: Any partner can open the pipeline and see where each prospect stands.

  2. A referral source register

    A record for each attorney, banker, adviser and broker, with what they sent, what you sent back and the date of the last contact.

    Result: Quiet introducers are visible before the relationship fades.

  3. Field and tag design

    A short list of fields: niche, service wanted, trigger, source and capacity needed. Tax data and client financial detail stay out.

    Result: Reports can be cut by niche and by source.

  4. Tool selection and set-up

    A comparison of CRMs in ordinary use among accounting firms, such as HubSpot or Karbon, set up for the one you pick. Check each vendor's current terms for storing client contact data.

    Result: The firm runs on one tool rather than three half-used ones.

  5. A busy-season intake routine

    A short form and a one-line logging habit for the weeks when nobody has time for entry work.

    Result: Enquiries that arrive in busy weeks are still on the list in May.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Who it is for

This is written for these CPA and accounting firms.

  • Sole practitioners and two-partner firms
  • Multi-partner regional firms
  • Tax-only practices
  • Client accounting and advisory service teams
  • Audit and assurance practices doing non-profit and benefit plan work
  • Niche firms serving a single industry
  • Bookkeeping firms adding tax work
  • Firms preparing for succession or a sale
  • New firms in their first two years

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the CRM work runs

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • Hours that fit your day, agreed up front

    Which hours we overlap with yours is settled before any work starts, so you know when a reply is coming and when it is not.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Can we use the CRM for tax software data?
Keep client tax data out of it. The CRM holds contact details, source, service wanted and conversation notes. We never ask for access to your tax software or workpapers, and client confidentiality rules apply to whatever you store, so check your state board.
We already use a practice management tool. Is that enough?
That tool tracks jobs and deadlines. A sales record tracks people who have not yet become clients and the professionals who send them. If your practice tool covers both, we use it, and if it does not, we add a light layer next to it.
Who should update the CRM?
Whoever has the conversation. Partners dislike data entry, so we keep the fields few and the logging to a sentence. A record that a busy partner will actually fill in beats a full one that nobody opens.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for CPA and accounting firms

Everything else we would do for you.

Closest to this: leads and follow-up

Also for CPA and accounting firms

Or start from the overview: sales and marketing for CPA and accounting firms.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

Tell us what you need