HubSpot for CPA Firms
Land new clients with better marketing and easy, guided soft-selling for Experts in the Accounting field.
Manage Key Marketing Project and or New Client OnBoarding Processes.
Powerful marketing tools work with your website, ads, and other marketing campaigns to boost visibility and generate leads.
Social Media Engagement
Track services provided and services needed but not yet provided.
Use HubSpot to easily keep up with what your clients and their companies are up to.
Selling does not come easy to most CPA's but you need to build the book of business.
We'll provide a simple way to track your opportunities and we'll show you how to naturally lead your contacts into a business relationship with you by following an easy sales system.
See all of your conacts in one central location. See all engagement - history of interaction and planned actitivies.
Know who's visiting your website. Know who's opening your email and proposals.
Contact alerts put you in the right place at the right time.
Manage all company relationships and allow HubSpot to pull in the company data to minimize data entry.
Keep track of your:
Investors - Members
Vendors - Consultants
Track Support provided
Track all support activities using tickets - know who you are helping, time invested and track the results.
Build stronger relationships
Expand the professional network of referral sources
Dashboards - Reports
We've collected the best industry reports over the years and with the HubSpot Reporting Tool, you can emulate these reports and build your own.
Send reports as a .pdf or powerpoint presentation
Powerful dashboards help you tell your story in a powerful and engaging way.