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For accounting & tax practices

Grow the practice, even in busy season.

New work arrives in waves, and follow-up stops the moment deadlines start. We build and run the enquiry follow-up, advisory outreach and renewal work your partners mean to do, inside your CRM, inbox and calendar. Nothing reaches a client until a partner says yes.

Book a free Growth AuditSee what runs

This morningSample

  • Done: Lead qualifierEnquiry from Brookfield Dental scored 78 and routed to Amir, business advisory
  • Done: SchedulerDiscovery call with Tallis Joinery booked for Thursday
  • Done: Call notesScope and fee notes from yesterday's call logged in HubSpot
  • Waiting for a person: Expansion signalsAdvisory note to Cobalt Freight needs a partner's yes
  • In progress: Renewal prepPreparing engagement letters for 38 clients due next month

Waiting for a person: 1 draft waiting for a partner

Done: Enquiry logged in HubSpot

  • No enquiry waits for the deadline to pass. Every new enquiry is answered, qualified and offered a time to talk, even in the middle of busy season.

  • Advisory work, spotted early. A sale, an acquisition or a hiring push at a client arrives with a brief on the advisory work it leads to.

  • Renewals that don't pile up. Engagement letters and fee reviews are prepared ahead of the season, not crammed into one week.

Runs inside the tools your firm already uses

HubSpotSalesforceAttioGmailOutlookGoogle CalendarMicrosoft TeamsSlack

Built around how practices grow.

Referrals, advisory work and clients who stay for years. Four workflows keep each of them moving, in busy season and out of it.

  1. Enquiry follow-up

    Every enquiry answered, even on deadline week.

    New enquiries are qualified against the clients you want, routed to the right partner and answered with times to talk, so referrals don't go cold while the team is heads-down.

    Run by

    Waiting for your approvalFirst reply · Sample

    To Dr Helen Park, Brookfield Dental

    Moving your practice's accounts

    Hi Helen, thanks for getting in touch, and for the introduction through Sarah Cole. Switching accountants mid-year is simpler than it sounds, and we can walk you through each step. Would Tuesday at 10 or Wednesday at 2 work for a 30-minute call?

    Referred by an existing client

    Done: Scored 78, routed to Amir

  2. Advisory opportunities

    Advisory work, spotted before the client asks elsewhere.

    Clients are watched for the moments that need more than compliance: raising money, buying a competitor, hiring fast or planning an exit. Each one arrives with a brief and a suggested conversation.

    Run by

    Advisory briefSample

    Cobalt Freight · haulage, 60 people

    What changed
    Announced the purchase of a regional competitor last week.
    What it means
    Due diligence, two payrolls to merge and a new group structure.
    Who to call
    Dev Malik, finance director and your client for six years.
    Next step
    A partner note offering a planning session, drafted for approval.

    In progress: Acquisition announced

    Done: Brief saved to HubSpot

  3. Engagement renewals

    Renewals and fee reviews, ready before the season.

    Engagement letters, fee reviews and scope changes are drafted weeks ahead from each client's year, so renewals stop piling up and fees keep pace with the work.

    Run by

    Engagement letters dueSample

    • Tallis Joinery · Accounts and taxRenews in 2 weeksWaiting for a person: Fee review drafted: payroll added this year
    • Cobalt Freight · Year-end and advisoryRenews in 5 weeksDone: Letter drafted, no scope changes
    • Brookfield Dental · AccountsRenews in 9 weeks

    Done: 38 letters prepared for next month

  4. Partner practice brief

    One page on new work, every Monday.

    Which enquiries came in, which proposals are waiting and which clients need a partner's call, sent before the week starts, along with any new work booked beyond the team's capacity.

    Run by

    Monday practice briefSample

    • Done: NewBrookfield Dental: discovery call booked for Tuesday
    • Done: MovedTallis Joinery: fee review sent and accepted
    • Waiting for a person: Needs a partner's callCobalt Freight: advisory note waiting for approval
    • In progress: WatchingMarch: new work booked ahead of team capacity

    Sent Monday, 7:30 am

Plus agents for the rest of the revenue cycle. See all 46 agents →

How it starts.

One workflow at a time, starting with the one that matters most to your firm.

  1. 01Audit

    One free working session on where new clients come from, where enquiries and proposals stall and what that costs. You get a written diagnosis and the one workflow worth building first.

  2. 02Build

    We build that workflow inside your CRM, inbox and calendar, on your playbooks and in your practice's voice. Two or three agents, live in about 15 days.

  3. 03Operate

    Your operator runs it every day, through busy season too, fixes what breaks and reports what moved. A partner approves anything client-facing.

  4. 04Improve

    Every edit a partner makes teaches it. When the first workflow earns its keep, we add the next one.

Questions

More on cost and fit in Pricing.

Will anything reach a client without a partner seeing it?

No. By default, every client-facing message waits for a partner or practice manager to approve it, with the draft, the recipient and the reason in front of them.

Can it really help during busy season?

That's when it helps most. Enquiries, follow-ups and renewals keep running while your team is on deadlines, and anything that needs a partner waits in one short list.

Does it need access to our accounting or tax software?

No. The agents work in your CRM, inbox and calendar, where client development happens, so client ledgers and returns stay out of scope unless you decide otherwise.

What happens to client information?

It stays in your tools. Access is scoped to each agent's job, credentials are encrypted, we don't train models on your data, and you can export or delete everything.

What does it cost?

The Growth Audit is free. If you go ahead, the launch sprint is a fixed fee from $3,999, with your first two or three agents live in about 15 days. Running and expanding them starts at $4,999 a month for up to five agents. Model and API costs are included.

Other firms we help.

Keep the practice growing all year.

One working session on how your firm wins work, then a written diagnosis and the one fix worth building first.

Book a free Growth AuditSee pricing