Organizations That Rely on Sell Up
You built your firm to solve problems for clients, not to take sales calls.
You tried hiring in-house. It didn't work.
Months to recruit and ramp, a learning curve on tax and advisory buyers, then turnover, and the calls land back on you.
You don't want to run a sales department.
Hiring, training, commission plans, call reviews, and managing performance. That's a second business you never signed up for.
You'd spend more on ads if someone could take the calls.
More leads means more free consults for you or your team. Right now your calendar is the ceiling on your ad budget.
An outsourced sales department you plug in, not one you hire.
Our Sales Firm is an outsourced sales department for accounting and tax firms. We provide the Sales Professionals, a manager, a recruiter, a trainer, and sales operations, then run your entire sales cycle from lead to closed engagement, under your brand, with every call recorded and every deal in live reporting.
Your license is protected. Our Sales Professionals never give tax or financial strategy. Every call is recorded and checked for compliance.
Your marketing stays the same. Keep your funnel and your ads. We swap the booking link and take it from there.
You get leadership, not a dashboard. Biweekly or monthly strategy sessions with our leadership, with real recommendations on pricing, pipeline, and volume.
How we run your sales machine.
From your booking link to signed clients, without you or your client-facing advisors, EAs, and CPAs on the calls. Setup takes 30 days. After that, it runs every month.
We learn your offer
We audit your calls, calendar, and numbers, then build a 7 to 12 page Battlecard on your offer that guides every lead to a clear decision. No guessing. No winging it.
We plug in. You change nothing.
Your marketing team keeps doing what they do best. We swap the booking link, and every lead that books lands with our team, selling under your brand within agreed guardrails.
Your sales team is in place
Sales Professionals, a manager, a recruiter, and a trainer, plus a full batter's box so you always have coverage. No hiring costs.
More booked calls actually show up
We reach every lead within 5 minutes, educate them before the call, and confirm proactively. More showed calls. More decisions. Less ghosting.
Your offer gets sharper
Every call is reviewed and coached on. What we hear in objections goes back to you and your marketing team, so ads and calls sharpen together.
You always know what to do next
Live reporting on every deal, plus our leadership telling you what to change and why.
One strategy session with our leadership, biweekly or monthly. We bring the numbers and the recommendations. You make the decisions.
No more blind spots between a booked call and a signed client.
Ads, webinars, speaking, referrals. You see every call and every deal as it happens, by source, and our leadership turns the numbers into decisions on pricing, pipeline, and volume. Put more into what's working. Cut what isn't.
+ others
What happens when we take the calls.
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12x return on ad spend
"In just 2 weeks, Sell Up closed 18 deals, more than the previous 4 months combined."
Sales almost tripled
"Almost every month we either doubled or tripled our new sales and our business growth."
Close rate up from 25% to about 40%
"I went from spending all day on sales calls to actually leading my firm."
Ready to get yourself and your team off free consults?
Tell us about your offer and lead flow. We'll tell you honestly if Sales Firm is the right fit.
Everything a sales department needs. None of it on your payroll.
Sales team
Dedicated Sales Professionals who only sell for accounting and tax firms.
Manager and trainer
Daily coaching, call reviews, and role play, so your offer is sold the same way every time.
Recruiter
A trained bench, so turnover never stalls your pipeline.
Sales operations
Every call and deal visible to you, and someone who tells you what to do about it.
Is Sales Firm right for your firm?
Sales Firm is built for $1M+ accounting and tax firms that:
If your packages and pricing aren't locked in yet, start with Firm Huddle.
Explore Firm Huddle →Sell Up vs. hiring in-house vs. a generalist sales agency
The only outsourced sales department built for accounting and tax.
See what handing off your sales would look like for your firm.
Questions about outsourcing your firm's sales
What is Sales Firm?
Our Sales Firm is an outsourced sales department for accounting and tax firms. We provide the Sales Professionals, a manager, a recruiter, and a trainer, and run your sales cycle from lead to closed engagement under your brand, with live reporting on every deal.
Why not just hire a salesperson in-house?
You can, but you take on recruiting, ramp time, training, management, and turnover, and most generalist hires don't know tax and advisory buyers. Sell Up's Sales Firm gives you a full sales department that already sells for accounting and tax firms, with no hiring costs.
Do we have to change our marketing?
No. Your marketing stays the same. We replace your booking link with ours, and every inbound lead that books lands with our team.
Can you handle more calls if we increase our ad spend?
Yes. We keep a full batter's box of trained Sales Professionals, so you always have coverage without hiring anyone.
What reporting do we get?
Every call is recorded and every deal is tracked in live reporting in your client portal, with data syncing into your CRM, including HubSpot and HighLevel. You also get biweekly or monthly strategy sessions with our leadership on pricing, pipeline, and volume.
What is a Battlecard?
A 7 to 12 page guide we build on your offer after auditing your calls, calendar, and numbers. It's what our team uses to guide every lead to a clear decision.
Does Sell Up generate leads?
No. Sell Up does not do lead generation. Your marketing brings in the leads, paid or organic, and we turn them into clients.
Do your Sales Professionals give tax advice?
No. Sales Professionals never give tax or financial strategy on calls. Every call is checked for compliance, and advice stays with your licensed team.
How long until your team is on my calls?
About 30 days from kickoff to launch. In that time we audit your calls, calendar, and numbers, build your Battlecard, plug into your funnel, and put your sales team in place.
What if our offer isn't established yet?
Start with Firm Huddle, which builds your offer, pricing, and sales process first. Once it sells consistently, Sales Firm is the next step.
Your calendar shouldn't be the ceiling on your growth.
Bring your offer and your lead flow. We'll look at your numbers together and tell you plainly whether Sales Firm is the right next step, and what you'd get back: your time, your advisors' time, and a sales department that reports to you.
See if your firm qualifies