CRM for CPA firms
- Blended rate, dollars an hour
- $158.95
- Total hours on the engagement
- 95
- Fee at standard rates
- $15,100
Every figure on this site comes out of the numbers you type and the method printed beside them: your standard rates, your hours, your salaries, burden and overhead, your billable hours and your margin. There is no tax rate here, no wage law, no filing deadline and no benchmark fee. What your firm charges is your figure, not ours.
A CRM for CPA firms gets asked for at one of two moments: the client list has outgrown a spreadsheet, or a renewal has outgrown somebody's memory. What a firm actually needs from one is narrower than a sales pipeline and wider than a contact list, and it pays to know which parts matter before buying any of them. A firm does not sell once and move on; it sells the same client the same work every year, with a payroll run every month in between. Below is the shape of the record, the order the pieces usually come to matter in, and what it has to hold once more than one person touches a client.
Open the Blended rate calculator Free to use. No account, no card, no trial clock.
Start from the fee, because that is where the relationship is decided
A firm's fee is hours at standard rates, realized at what the firm actually achieves, and every dollar of the year is settled the moment those figures are chosen. A CRM that does not hold the fee, the hours behind it and the date it was agreed is asking you to keep the important part somewhere else.
Give every client a calendar, not a note
A payroll client has a pay frequency, a next run, quarterly filings and a year end, and each of those is a deadline with a name on it. The record has to carry the calendar and the owner, so a filing never depends on who happens to be in the office the week it falls due.
Keep the client after the invoice
Most of a firm's revenue is renewals, so the fee review is priced from last year's fee, the hours it really took and the runs it covered. A record that survives the invoice makes that a search; a chain of old emails makes it a guess, and the guess is usually low.
Yearendo Pro
Keeping the client behind the fee
The worksheets cost nothing. Pro begins where the client says yes: the fee turns into a client record, the client gets a payroll calendar and a year end, and next January the firm can still read what it agreed, what it ran and what was filed.
- Send the fee quote from inside the client record rather than from your inbox
- Take the retainer without leaving the client record
- Connect QuickBooks or Xero to your account
$79per month, whole team
Start Yearendo Pro PricingYearendo Pro costs $79 a month for the whole firm. It is billed monthly and renews at that price each month until you cancel; the price and the renewal terms appear once more on the checkout page.
What a partner asks before running the CRM for CPA firms
How is this different from a general CRM?
A general CRM is built for a sales pipeline that closes and moves on, and prices per seat. This is built around the client that renews: the fee, the payroll calendar, the filings and the year end, for one price covering the whole firm.
Do I need it if the firm is just me?
Only if the calendar is already costing you clients. A sole practitioner with twenty clients and a spreadsheet that holds is not who this is for. The worksheets stay free either way, and they will price an engagement before you commit to anything.
Does it find me clients?
No, and on purpose. Nothing here sells leads, advertising or a directory listing, and your details never reach anybody who does. It keeps the clients you already have and prices the work in front of you.
Will it keep the client book, beyond the CRM for CPA firms?
Tell us how your firm keeps its client book today and which client's deadline last surprised you.