Firm Huddle

Drive Measurable Growth with Firm Huddle

Stand out in an increasingly commoditized market. The only growth program built exclusively for accounting and tax firm owners who want to close higher value advisory work, price with confidence, and scale beyond owner-led sales. 

Organizations That Rely on Sell Up

OUR APPROACH

A Proven Plan for Lasting Results

Most training is generic. Firm Huddle is built for accounting and tax firms. We install repeatable conversation frameworks, offer structure, and pricing strategies that work in today’s market. Live coaching, call reviews, and licensed curriculum make skills stick. The result is measurable lift in lead conversion and real ROI on your marketing spend.

Built for Accounting, Tax, and Advisory Firms

Every firm is different. One-size-fits-all doesn’t work. We tailor coaching to your service mix, price model, and client journey so advisors master discovery, objection handling, and value communication. Your team learns to move qualified prospects from first call to signed engagement with confidence and consistency.

Evidence-Based Strategies Proven to Drive Results

Firm Huddle is grounded in what works now. We analyze 100+ sales calls each month and apply insights from top-performing firms nationwide. No theory. No fluff. Your team practices modern talk tracks, objection handling, and fee positioning that are producing results today. Our clients have generated $14M+ in new revenue using these systems.

Building a Foundation for Lasting Sales Success

Whether you’re a lean team or a large firm, the difference between survival and scale is process. Firm Huddle installs proven frameworks, tools, and performance rhythms that keep driving results long after our engagement ends.

RESULTS

Because the numbers don’t lie. We deliver sales training that actually works.

950

+

Sales Teams Impacted

98.22

%

Sales Training Satisfaction

381%

Return on investment

19.46%

Performance Improvement

OUR METHODOLOY

A Proven Framework for Building and Scaling High-Performing Sales Teams

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Confidence from Competence

Confidence isn’t built on motivation. It’s built on mastery. We develop sales professionals who execute with clarity, precision, and consistency through deliberate practice and data-backed coaching.

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Establish Authentic Rapport

We train sales professionals to tailor their influence strategies to align with different personality types, conversation styles, and buying motivations. This empowers them to establish rapport and relationships that optimize sales conversations.

Offer Optimization

In an increasingly commoditized market, your offer is your advantage. We refine how your services are positioned, priced, and communicated so you compete on value, not volume — creating messaging that stands out in a crowded professional landscape.

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Systems that Scale

We design and implement repeatable sales systems that drive consistency, efficiency, and predictable revenue growth. From playbooks to performance tracking, we help your firm scale without losing its personal touch.

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Eliminate Turnover

Turnover becomes old news. Our sales firm scales with you, maintaining a trained bench of sales-ready professionals who can step in and sell your offer without disruption.

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Maintain Momentum

For rapidly growing organizations, we offer flexible licensing so sales training can scale alongside business growth. This sustains skills development over time.

Unlock Your Team's Potential with Sell Up

Invest in your team and transform performance with the last sales training solution your business will ever need.

testimonials

Sell Up Success Stories

Tyler McBroom
TRM CPA

Ryan Bakke
Founder, Tax Strategy 365

How Sell Up’s professional sales team generated a 12:1 return on ad spend and sold more in just 14 days than their previous team did in 120. If you’re a CPA, accountant, or tax strategist looking to grow your firm without the headaches of hiring and training sales reps, this story shows what’s possible.

Peter Vander Wall
Founder, Social Club Studios

I directly oversee a 300+ sales team across our organization. When our KPIs were dropping due to differences in regional communication styles, we brought in Brian to bridge the gap. He did an amazing job articulating prospect personas and empathy-driven sales tactics to win more business - allowing us to improve performance year over year. To this day we are using his methods to drive results.

Chris Gomez
Associate Vice President, Guest Sales & Service, Celebrity Cruises

"I've been privileged to have Brian speak to my teams at both ThoughtSpot & RealPage, Inc. He has touched the lives of many with his energy, empathy & inspirational words. His content ties in elements of mindset, empathy, sales process, and his 'open vs closed' approach."

Matt Buchalski
VP of Sales, RealPage

Energizing, uplifting, and authentic! I wanted someone who could energize, uplift, and inspire our team, and was referred to Brian. He really delivered - and upper management was so extremely pleased that we brought him back again!

Susan Carroll
Global Executive Director of Education, La Mer

"We've seen massive benefits - the ability to connect with prospects on the phone, the ability to pitch and add value, and really create that bridge from our product to the client has been tremendous."

Spencer Forgey
Sales Manager, Tax Relief Advocates

"We went from missing opportunities to booking more appointments and seeing a noticeable jump in revenue—all while keeping things human and real. The investment in Sell Up paid off within days. It’s been a total game-changer."‍Michelle Cunningham

Michelle Cunningham
Sales Training

"In one year we went from where we were at in sales to now increasing that by 250%."

Josh Harcus
VP of Growth, SMC National
FAQ

Have questions? We’ve got answers.

What is Firm Huddle?

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.

Who is Firm Huddle for?

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.

How is Firm Huddle different from other sales training?

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.

What’s included in the program?

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.

What kind of results can we expect?

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.

Can we license Firm Huddle for our team or network?

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.

How do we know if we should choose Firm Huddle or the Sales Firm?

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.

**Our licensed sales training program is designed as a self-paced learning experience. Authorized participants may access the program at any time, offering flexibility to complete modules at their convenience. Organizations are empowered to track and monitor individual representatives' progress and module completion, ensuring accountability and measurable outcomes. Additionally, we offer live in-person training programs and fully customized solutions for qualifying enterprise organizations, tailored to meet specific needs and objectives.