You want to scale, but...
Every sale still runs through you.
There's no process to hand a salesperson. Or you hired one, and they still spend 4 to 6 unpaid hours before an engagement letter is signed.
You're getting no return on your marketing spend.
Leads book, you do the free review, send the proposal, and then they ghost.
It's not a lead problem. It's an offer problem.
More leads won't fix a free consult, a custom quote, and a price you bend on. It's the offer, the pricing, and a sales process that burns hours on every prospect. Fix those, and your ad spend finally pays you back.
The sales process eats your week
You or your team custom-quote every prospect, review QuickBooks and returns for free, send the proposal, then chase people who ghost.
You give the advice away before you're paid
The consult turns into the engagement. Prospects leave with your best thinking and no invoice.
You close, but you undercharge
Clients haggle, buy low-margin compliance work, and still expect advisory-level support. Ad spend can't pay back on that margin.
Find out if your offer is the problem.
See if your firm qualifiesWhat your firm stops doing.
Sell Up replaces the habits that keep your firm owner-dependent with one repeatable way to price and enroll clients.
A complete system for scaling, built so you can hand it off.
Every piece is designed to do two things: turn the leads you pay for into cash collected, and make your sales process something a team can run without you.
Get a return on your ad spend
Hand off your sales process
Six months. Three phases. One system you can hand off.
Onboarding
A 15-minute kickoff and a snapshot of your firm: revenue, current pricing, who takes the calls, and time from consult to cash.
Offer creation
Two meetings with our Firm Growth Advisors to find the gaps leaking time and cash, then build your packages, pricing, and positioning. Your new offer is on live calls within 30 days.
Sales advisory
Monthly 1:1 sessions, call reviews, scripting feedback, and role play until the process runs without you.
Hand it off
Keep scaling with your own team, or graduate to Sales Firm and have Sell Up sell for you.
Ready to build the system? Start here.
See if your firm qualifiesAccounting and tax firms, real numbers.
Closed 5 advisory deals in 30 days, compared with 12 in the entire prior year.
Turned a $400 a month bookkeeping client into a $19,000 annual engagement.
Sold a $4,000 tax plan with $20,000 in recurring revenue, and received payment on the call.
Moved from $1,500 a month plans to $6,000 paid in full.
Brought in $40,000 in a week and onboarded 3 new clients at $5,800 a month.
Raised close rates from 25% to near 40%, and moved from taking sales calls to leading the firm.
Doubled to tripled new sales compared with the year before.
Added 3 to 4 new tax prep clients in a record $43K month.
Moved to a one-time $5K flat fee collected upfront.
Sold services at a higher price and closed with ease.
Closed 18 deals in 2 weeks as return on ad spend jumped to 12x.
Your firm could be the next result.
Your new offer on live calls within 30 days. We build it with you in two meetings.
Built for firms that are ready to scale.
A fit if you are
Not a fit if you are
Sell Up vs. generalist sales agencies and sales training.
Sell Up is the only sales agency specialized exclusively in accounting and tax. Generalist agencies learn your industry on your dime. We've already sat in the room for more than 20,000 advisory consults, and every recommendation we make is backed by that data.
Work with the only sales agency built for accounting and tax.
Answer a few questions and we'll tell you honestly whether it's a fit.
Firm Huddle is the first step to having Sell Up sell for you.
Once your offer is converting and your lead flow is consistent, you can graduate to Sales Firm, where Sell Up's sales professionals take the calls for you. Firm Huddle builds the foundation to get you there, and your investment applies toward Sales Firm.
Built by the only sales firm for accounting and tax firms.
Our sales professionals run live advisory calls for accounting and tax firms every week, with 20,000+ advisory consults and $16M closed for our clients in the past 18 months. Firm Huddle is built from what we see on those calls, so the offer, pricing, and scripts you get are what's converting right now in your industry.
Sell Up was co-founded by CEO Brian Mayoral, a former national speaker and sales trainer for Tony Robbins with 950+ presentations, and CRO Cassidy Mayoral, one of the first 50 employees at Peloton.
Meet the founders →Questions firm owners ask us.
Still unsure? Book a call and we'll tell you honestly whether it's a fit.
What is Firm Huddle?
Firm Huddle is Sell Up's 6-month program that installs a complete system for scaling an accounting or tax firm: a packaged offer and pricing, a one-call sales process, sales SOPs, and 1:1 sales advisory, so the firm gets a return on marketing and can hand off sales.
Why isn't my marketing agency producing a return?
Often the leads aren't the problem. If every prospect gets a free review, a custom quote, and a proposal to chase, paid leads cost more than they return. Fixing the offer, price, and sales process is usually what makes ad spend pay back.
Can I hand off my firm's sales process?
Yes, once it's a system. Firm Huddle documents your offer, scripts, and SOPs and coaches your team on real calls so sales doesn't depend on the owner. Firms with enough volume can then hand sales to Sell Up through Sales Firm.
Is Firm Huddle sales training?
Not in the usual sense. Most firms don't have a sales problem, they have an offer problem. Firm Huddle builds your packages, pricing, and positioning first, then installs the sales process and coaching around them.
How is Sell Up different from an outsourced sales agency?
A generalist agency usually adds sales reps to the offer you already have, across many industries. Sell Up works only with accounting and tax firms and fixes the offer and pricing first, so the leads you pay for convert and you keep the system.
Who is Firm Huddle for?
Accounting, CPA, tax strategy, and bookkeeping firms with over $500K in annual revenue that want to scale. It's built for firm owners, partners, and client-facing advisors who run sales conversations today.
How long does Firm Huddle take?
Six months. We build your new offer with you in two meetings, and it's on live calls within 30 days. That's followed by monthly 45-minute 1:1 sales advisory sessions with call reviews and role play.
Does Sell Up generate leads?
No. Sell Up does not do lead generation. We make sure the leads and referrals you already have, paid or organic, turn into clients at the right price.
What's the difference between Firm Huddle and Sales Firm?
Firm Huddle builds your offer, sales process, and scripts so your team sells. Sales Firm is Sell Up's sales professionals selling for you, once your offer is proven and your lead flow is consistent. Most firms start with Firm Huddle.
What results can we expect?
Results depend on your lead flow and follow-through, so we don't promise a number. Client examples include a $400 a month bookkeeping client becoming a $19,000 annual engagement, and a $4,000 tax plan with $20,000 in recurring revenue paid on the call.
Ready to scale your firm and hand off your sales?
Answer a few questions to see if your firm qualifies. If Sell Up isn't the right fit, we'll tell you.
See if your firm qualifies