CRM for accounting and CPA firms
Every enquiry tracked, chased and onboarded
Most firms lose more work in the gap between enquiry and engagement letter than they lose to competitors. Enquiries sit in an inbox, follow-up depends on who remembers, and onboarding starts from scratch each time. We build the CRM, write the automations and connect them to how your practice already works.
- Every enquiry logged the moment it arrives, with its source
- Follow-up sequences that run whether you remember or not
- New client onboarding that collects ID, data and signatures automatically
- A pipeline view showing what is worth chasing this week
Fixed monthly, no long-term contract. If the system is not earning its place after three months, you keep the workflows we built and stop.
See if the system fits your firm
Six questions on your current setup. Takes about two minutes.
What our clients say
★★★★★
Leads they could not manage alone
"Generated a large number of leads for our business which we could never have reached or managed on our own."
★★★★★
CRM software simple to use
"Furthermore, the Lead Connector is a game-changer. It is remarkably simple to use"
★★★★★
Sceptical at first, happy now
"We haven't used any real advertising methods/software before (other than google ads) so i was sceptical - but really happy with how things have been going."
★★★★★
Improvements suggested before being asked
"they regularly come to us with suggestions and improvements before we've even thought to ask"
Sound familiar?
Enquiries living in an inbox and a notepad
You know roughly how many enquiries came in last month. You do not know how many were followed up twice, which source produced the fee-paying clients, or how many went quiet because nobody had time to ring back. Work arrives, gets handled if someone catches it, and the rest quietly disappears.
- Enquiries answered when someone happens to see them, sometimes days later
- No record of which marketing produced the clients you actually kept
- Onboarding rebuilt by hand each time: ID checks, data requests, letters of engagement
What a working CRM looks like
One place where every enquiry lands, gets scored, gets chased and turns into an onboarded client. The follow-up runs on rules rather than memory, and you can see where fees came from.
- Enquiries acknowledged within minutes, then chased on a fixed sequence
- Source tracking from first click through to signed engagement
- Onboarding triggered automatically: forms, ID, signatures, task lists
- Fixed monthly cost, built and maintained for you, no in-house build project
What the system does in practice
Two firms who put a CRM and follow-up layer behind their enquiry flow, in their own words from Trustpilot.
Will has been great since day 1 - clearly explaining his services, how the software works etc. and has responded quickly to any queries I have had. Since starting with Fiscal Flow last year, we have now seen a few clients added to our portfolio, with one of them being £250 + VAT per month, producing a great ROI. We haven't used any real advertising methods/software before (other than google ads) so i was sceptical - but really happy with how things have been going. I have now signed up for the CRM software/SEO side of things with Will and look forward to how this goes!
Generated a large number of leads for our business which we could never have reached or managed on our own.
The three parts of the CRM build
We configure the system, write the automations and connect them to your practice software, then keep them running as the firm grows.
One Pipeline For Every Enquiry
Every form, call and ad enquiry lands in the same pipeline with its source attached, so you can see what is live and what produced fees. Stages match how your firm actually converts work, from first contact to engagement letter. Nothing depends on someone remembering to move a card.
Pipeline and trackingFollow-Up That Runs Itself
Enquiries get an immediate acknowledgement, then a sequence of emails and texts over the following days if they go quiet. Chris at Thomas Emlyn Ltd runs thirty to fifty cold leads a month through this layer and books five to ten meetings from them. Annabel uses an AI qualification step on her enquiry form so only high value opportunities reach her calendar.
Marketing automationOnboarding Without The Admin
When a client says yes, the system sends the engagement letter, collects ID and the information you need, and creates the internal task list. Your team reviews rather than assembles. Adding clients stops meaning adding administrative hours.
Digital onboardingSix reviews from accounting firms
Firms of different sizes, some running paid acquisition, some SEO, most now running the CRM and automation layer underneath both.
Website And CRM Already Producing Leads
“The website Will created for me is, quite frankly, absolutely phenomenal. It looks professional, runs fast, and perfectly captures my brand.”
Traffic Up Since The Rebuild Went Live
“The website looks incredible, feels modern and professional, and has exceeded our expectations.”
Persistent Marketing, Long Term Results
“Great persistent marketing with good long term results.”
Built for practices, not generic sales teams
The pipeline stages, the qualification questions and the onboarding steps are written around how accounting work is actually won and started.
No Explaining How Practices Work
We work only with accounting and CPA firms, so the build starts from a pipeline that already understands enquiry, discovery call, proposal, engagement letter, AML and data collection. You will not spend the first month teaching an agency what a letter of engagement is. Forty plus firms have run through this framework since 2024.
Live in four steps
The build takes a few weeks of our time and a few hours of yours, mostly spent approving things rather than writing them.
Two minute qualification quiz
You answer six questions about enquiry volume, current tools and how follow-up happens now. That tells us whether a CRM build is the right next move or whether something upstream needs fixing first.
Mapping your current flow
We walk through how an enquiry becomes a client in your firm today, including the steps that only live in someone's head. Nothing is redesigned until we can describe what already happens.
We build and connect it
Pipeline, forms, sequences, templates, onboarding workflows and tracking are configured by us. You get short walkthrough videos for your team rather than a manual.
Enquiries stop leaking
Follow-up happens whether the office is busy or not, and you can see which sources produced fee income. Adding clients stops meaning adding admin.
“We've been genuinely impressed with Fiscal Flow. As an accountancy practice, we wanted a partner who understood our sector, and they've delivered on that from day one. What stands out most is how responsive and proactive the team is. Queries are dealt with quickly, and they regularly come to us with suggestions and improvements before we've even thought to ask. That kind of forward-thinking support is rare and makes a real difference to a busy practice. The service itself has been excellent throughout, and we're very happy with the results. Highly recommended to any accounting firm looking for a marketing partner who actually delivers.”
Not worth it if
A CRM only pays for itself when there is something flowing through it, so here is when the quiz is a waste of your time.
- You get fewer than a handful of enquiries a month and no acquisition running
- You want software access only and intend to configure the workflows in-house
- You are a sole practitioner at capacity with no plan to take on more work
- Nobody in the firm can own follow-up once the system flags it
If acquisition is the gap rather than admin, start with the SEO or paid side and come back once enquiry volume justifies a pipeline.
Reasonable questions before you start
Does this replace our practice management software?
No. The CRM handles everything from first enquiry to signed engagement, then passes the client into whatever you already use for compliance work and workflow. We connect the two rather than migrating your client records. Most firms keep their existing stack untouched.
What actually happens after I complete the quiz?
You get a short read on whether a CRM build fits your current position, and the option to book a call with Will. The call is a walk through your enquiry flow and where work is being lost, not a pitch deck. If the answer is that you should fix acquisition first, we will say so.
We are a small practice and our data is a mess. Is that a problem?
It is the normal starting position. We work with firms of 2 to 20 staff and most arrive with enquiries spread across an inbox, a spreadsheet and someone's memory. We build the forward-looking system first, then tidy historic records only where they are worth keeping.
Are we locked into a contract?
Fixed monthly, no long-term contract. If you leave, the workflows, templates and sequences we built stay documented so your team or another provider can pick them up. Nothing is held hostage.
Can the system qualify enquiries before they reach my diary?
Yes. We add a qualification layer to the enquiry form that scores fit before a call is offered, using criteria you set such as turnover, service required or sector. Annabel uses this so her calendar only carries opportunities worth an hour of her time.
Will we be able to see which marketing produced fee income?
That is the point of the tracking layer. Every enquiry carries its source through to engagement, so you can compare what search, paid and referral each contributed in signed work rather than in clicks. It makes the next spending decision an arithmetic exercise.
The enquiries you are quietly losing
Answer six questions about how enquiries reach you now and how follow-up happens. You will get a straight read on whether a CRM build is the right next step for your firm.