Industry · Accounting & professional services

Revenue operations for accounting firms.

Your practice management software handles matters and billing. But who handles client acquisition, retention and growth? We bridge the gap between your operational systems and your growth engine.

The challenges we solve

  • Client intake is manual, slow and inconsistent across partners
  • No re-engagement automation after tax season or engagement completion — clients drift away
  • Referral relationships with banks, brokers and financial planners are completely untracked
  • Team has no visibility on pipeline, conversion rates or capacity utilisation
  • Xero/MYOB data is disconnected from your CRM — manual data entry between systems

What we build

  • Client lifecycle pipeline: Prospect > Proposal > Engagement > Active > Review > Renewal
  • Xero/MYOB integration via n8n — client data, invoice status and engagement milestones synced automatically
  • Post-engagement review request automation (timed 48 hours after final delivery)
  • Referral partner tracking and nurture sequences
  • Capacity planning dashboards for partners

Turn your practice into a growth engine.

Book a CRM health check and we'll show you the highest-leverage fixes for intake, retention and referrals.

Book your CRM health check