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The Sell Up Sales Firm is a full-service, outsourced sales department built exclusively for accounting, tax, and professional service firms. We handle recruiting, training, and managing sales professionals who convert your inbound leads into high-value advisory clients. You get the performance of an internal team—without the overhead or chaos.

Our Sales Firm is designed for firms that already generate leads through marketing but struggle to convert them. If your growth depends on partners closing deals, leads sit uncontacted, or clients resist pricing, Sell Up installs the systems and team to fix that fast.

Unlike outsourced call centers or setters, Sell Up becomes a direct extension of your firm. We don’t just book calls—we close them. Our team is trained on accounting and tax language, advisory offers, and compliance-based sales frameworks that reflect your brand and expertise.

We start with a detailed Sales Audit to understand your offers, client journey, and performance data. From there, we build custom talk tracks, set up CRM automations, and train your assigned team before launch. The full process takes about 4-6 weeks.

Clients typically see 20% higher close rates and a 3x increase in monthly cash collected within the first 6 months. To date, Sell Up has helped firms generate over $14M in new revenue using these systems.

We primarily serve accounting and tax firms, but we also support professional service firms that sell high-trust, relationship-based offers—like bookkeeping, CFO, or consulting services.

Our pricing model is built for alignment. We charge a one-time onboarding fee for setup and process buildout, then operate on a performance-based compensation structure—we win when you win.

Firm Huddle is Sell Up’s sales training and growth program for accounting, tax, and professional service firms. It helps your advisors and client-facing team close higher-value work, communicate fees confidently, and turn more consultations into signed engagements within 3 - 6 months.

It’s for firm owners, partners, and advisors ready to scale beyond founder-led sales. Whether you’re building your first internal sales process or want to improve team conversion rates, Firm Huddle equips your team with proven frameworks to sell smarter.

Generic sales training doesn’t work for professional services. Firm Huddle is built specifically for accounting and tax professionals. We analyze over 100+ firm sales calls each month to deliver frameworks that work right now—based on how real clients make buying decisions.

You’ll get live group coaching, personalized call reviews, and licensed on-demand modules that teach discovery, pricing, and objection handling. Your team practices in real time and gets feedback until skills stick.

Firms typically double or triple conversion rates, reduce discounting, and grow average engagement size within the first training cycle. Our clients have added millions in new revenue using the same frameworks taught in Firm Huddle.

Yes. Firm Huddle can be licensed for internal use or white-labeled for firm networks, associations, or alliances that want to upskill their advisors with Sell Up’s proven systems.

If your team has time to sell but needs better training and systems—start with Firm Huddle.

If you want Sell Up to handle sales execution directly—choose the Sales Firm.

Either way, you’ll gain clarity, consistency, and measurable growth.