CRM and marketing systems for firms
Your enquiries, followed up without you remembering
Most firms that buy sales and marketing software end up with a licence and an empty database. We configure the pipeline, the follow-up sequences and the onboarding workflow around how your practice actually sells. Built for accounting and CPA firms only, 40+ of them, since 2024.
- Every enquiry logged the moment it arrives, with its source recorded
- Follow-up by email and text runs until someone books or declines
- Proposal, engagement letter and onboarding tasks fire from one pipeline stage
- You can see which marketing spend produced which fee-paying client
Fixed monthly, no long-term contract. If the pipeline is not producing recorded enquiries and booked calls, you can stop, and your client data stays yours.
See if the system fits your firm
A few questions about your enquiry volume and current setup. You will get a straight read on whether a CRM build is the right next step.
What our clients say
★★★★★
Leads they could never have managed alone
"Generated a large number of leads for our business which we could never have reached or managed on our own."
★★★★★
Long term results from persistent marketing
"Great persistent marketing with good long term results."
★★★★★
Results the practice is happy with
"The service itself has been excellent throughout, and we're very happy with the results."
★★★★★
New site exceeded their expectations
"The website looks incredible, feels modern and professional, and has exceeded our expectations."
Sound familiar?
Enquiries living in a shared inbox?
Most practices between 2 and 20 staff sell through whoever happens to see the email first. The keen ones get a reply the same day, the rest wait until someone remembers. Nobody can say how many enquiries came in last month, how many were quoted, or where they came from. The work is being done, just not recorded.
- Enquiries sat in a shared inbox with nobody owning the reply
- Prospects who went quiet after one email and were never chased again
- No record of which enquiries came from search, ads or referral
What a working pipeline looks like
One place where every enquiry is visible, owned and moving. Follow-up happens whether or not anyone remembers, and the reporting tells you what your marketing actually produced in fees rather than clicks.
- Every enquiry lands in one pipeline with an owner and a due date
- Automated email and text follow-up until they book, reply or opt out
- Source tagged on every enquiry, so spend is judged on clients won
- Fixed monthly, no long-term contract, and the client data belongs to your firm
What changed once it was tracked
Two firms who started in different places. One came for paid lead generation and later added the CRM, the other for outbound volume it could not handle manually.
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.
What the build covers
Three parts, installed and configured for your practice rather than handed over as a blank platform with a login and a training video.
One pipeline for every enquiry
Every form, call and ad response lands in the same place, with stages that match how your firm actually converts work. Each enquiry carries an owner, a next action and a source tag. You can look at one screen and know where the month stands.
CRM buildFollow-up that runs without you
Email and text sequences chase the enquiries your team would otherwise lose to a busy week, and stop the moment someone replies or books. Booking links remove the back and forth over times. Chris at Thomas Emlyn Ltd works thirty to fifty cold leads a month this way, producing five to ten booked meetings.
AutomationOnboarding that starts itself
When a prospect says yes, the engagement letter, identity checks and information requests are triggered from the pipeline rather than typed out again. Tasks sit alongside your existing practice software instead of replacing it. New clients get moving without a partner chasing paperwork.
OnboardingSix Trustpilot reviews, one theme
Accounting practices of different sizes, using different parts of the system. The common thread is that the follow-up and the reporting stopped depending on memory.
Website That Captures The Brand Properly
“The website Will created for me is, quite frankly, absolutely phenomenal. It looks professional, runs fast, and perfectly captures my brand.”
Improvements Suggested Before The Firm Asked
“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.”
Traffic Up Since The Site Went Live
“We couldn't be happier with the work Fiscal Flow has done for us. The website looks incredible, feels modern and professional, and has exceeded our expectations. Since going live, we've already noticed an increase in traffic, and the early signs are very encouraging. The team has been responsive, knowledgeable, and easy to work with throughout the process. We have high hopes for what this will achieve, and based on the results so far, we're confident we're moving in the right direction. Excellent service and highly recommended.”
Configured for how practices sell
Generic CRM implementations assume a sales team. Accounting firms have partners doing fee work between enquiries, which changes what the system has to do on its own.
Accounting and CPA firms only
Every pipeline we build has been shaped by practices with 2 to 20 staff, so the stages already reflect enquiry, scoping call, proposal, engagement letter and onboarding. You will not spend the first month explaining why a lead cannot be closed on the first call. 40+ firms are running on this setup.
Built for you, not handed over
The templates, sequences, forms and automations are written and installed before you log in. Training is short because the work is already done. Annabel now has an AI qualification layer on her enquiry form, so her calendar only carries opportunities worth the hour.
Acquisition and CRM in one place
The search, paid and outbound work feeds the same database that holds your clients, so attribution is a report rather than an argument. Niall at OD Accountants saw monthly visitors up four times over and ten to fifteen enquiries in the first month, all landing in one pipeline.
Live in four steps
Most of the effort sits with us. Your input is one working session on how your firm converts enquiries and access to what you already use.
Answer the qualification questions
A few questions about staff numbers, enquiry volume and what you currently use to track work coming in. It takes a couple of minutes and tells us whether a CRM build is worth your money yet.
Map how your firm sells
One session with Will Pettifor to record your actual stages, who does what, and where enquiries currently go cold. Nothing is rebuilt on assumptions. If your process works, we automate it rather than replace it.
We build and migrate
Pipeline, forms, follow-up sequences, booking links and onboarding workflows are configured and tested, then your existing contacts are imported. You review it and tell us what to change. Short videos cover the parts your team touches daily.
Work a list, not an inbox
Monday morning starts with a screen showing every open enquiry, its owner and its next action. Follow-up continues in the background. You can tell a partner exactly how many enquiries came in last month and what they came from.
“Great persistent marketing with good long term results.”
Not worth it if
A CRM only pays for itself above a certain level of enquiry flow, so here is when the qualification would waste your time.
- You are a sole practitioner taking two or three enquiries a month
- You already run a CRM your team uses daily and only want a cheaper licence
- You want someone else to make the calls; the conversations stay with your firm
- You need results inside a fortnight, before a pipeline holds enough data to read
If any of those apply, the newsletter is a better use of your time for now. Come back when enquiry volume is high enough that things are being missed.
The questions firms usually ask
Which sales and marketing software do you actually build on?
We implement on the platform we run and support for our client firms, which holds the pipeline, email and text follow-up, forms, booking and reporting in one place. If your team already uses something daily, we will look at building around it rather than forcing a move. The value sits in the configuration and the workflows rather than the licence itself.
What happens after I complete the qualification questions?
Will Pettifor reads the answers and comes back with a view on whether a CRM build is worth doing at your current enquiry volume. If it is, you get a call to map your process and see what the setup would look like. If it is not, you will be told that, and no follow-up sequence will chase you.
We are a four person practice. Are we too small for this?
Firms with 2 to 20 staff are who this is built for. Smaller practices tend to benefit most, because there is nobody whose job it is to remember the follow-up. If you are switching from spreadsheets, an old CRM or a shared inbox, the migration is part of the build.
Am I tied in, and what happens to my data if I leave?
Pricing is fixed monthly with no long-term contract. Your contacts, pipeline history and conversations are exportable, and they remain your firm's data throughout. If you stop, you leave with the records rather than starting again from an inbox.
Will it work alongside our practice software?
The onboarding workflows are designed to sit next to the software you already use for compliance and production rather than duplicate it. The CRM handles everything up to and including onboarding, then hands over. We map the handover point during the build session so nothing is entered twice.
Can I see which marketing produced which client?
Every enquiry carries a source tag from the moment it arrives, so the pipeline report shows enquiries, meetings and clients won by channel. That makes it possible to judge search and paid spend on fees rather than clicks. Any forward figures we discuss are labelled as modelled, because a pipeline needs a quarter of clean data before it forecasts anything useful.
The enquiries you already have, worked properly
Answer a few questions about your enquiry volume and current setup, and you will get a straight read on whether a CRM build is worth doing at your firm.