WHO WE HELP

We Help Accounting, Tax, and Professional Service Firms Scale Smarter

Sell Up partners with firms that want to grow revenue without adding more chaos. Whether you’re an accounting, tax, or professional services firm, we help you turn leads into high-value clients through proven sales systems, trained teams, and scalable processes that perform.

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Organizations That Rely on Sell Up

WHAT WE DO

Sell Up Builds Your Revenue Engine — From Strategy to Execution

Firm Huddle

For firm owners building or scaling an internal sales function who want to close more high-value advisory work, price with confidence, and scale beyond partner-led personality sales. Firm Huddle helps you optimize your offer, elevate your positioning, and leverage behind-the-curtain insights from top-performing firms across the country.

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Sales Firm

Turn marketing leads into booked consultations and closed revenue. As your dedicated outsourced sales team, Sell Up seamlessly integrates into your business to handle every step of the sales process – from first contact to final signature so your team can focus on delivery.

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Sales Systems

We develop the tools, scripts, and reporting infrastructure your firm needs to track, optimize, and scale performance — turning sales from a people problem into a predictable process.

And if you ever need to recruit or place new sales talent, our team can help you source and train top performers — the Sell Up way.

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RESULTS

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

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950

+

Sales Teams Impacted

98.22

%

Sales Training Satisfaction

381%

Return on investment

19.46%

Performance Improvement

WHY SELL UP

Transforming How Accounting, Tax, and Professional Service Firms Sell

Your growth shouldn’t depend on founders doing all the selling.

Or on discounts to win clients.

Or on marketing spend that doesn’t convert.

Sell Up fixes that.

We install scalable sales systems that increase monthly cash collected, strengthen perceived value, and turn more marketing leads into high-value clients. The result: a firm that sells confidently, grows predictably, and delivers world-class service—without adding more to your team’s workload.

HOW WE DO IT

When You Partner With Sell Up, Revenue Goes Up

Our modern, data-driven approach installs sales excellence within your firm — driving sustainable growth. When you use Sell Up, skills stick, systems scale, and revenue rises quarter after quarter.

1

Level Up Your Game Quicker

We tailor the sales training to fit your unique business goals, products, and team dynamics. This customized approach ensures your team develops the selling skills that deliver results.
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2

Drive Lasting Growth

With ongoing sales huddles and personalized support, we reinforce the training so it sticks. This continuous coaching helps your team achieve long-term mastery.
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3

Build a Strong Foundation

From understanding your business ecosystem to driving revenue growth, our personalized coaching helps establish a solid foundation that will empower your team for success. Start building your consulting business's resilient base with us.
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1

Build a Strong Foundation

The accounting landscape is changing — fast. As non-CPA firm ownership grows and the market becomes increasingly commoditized, your competitive edge isn’t just what you deliver.We help you elevate the sales experience from the first call to the final signature, ensuring every sales interaction reinforces trust, value, and expertise that scales. 
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2

Drive Lasting Growth

As your firm grows, eliminate scaling bottlenecks with a trained, ready-to-sell team that integrates seamlessly into your operations from day one.You get predictable performance — not personnel problems.
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3

Focus on the Future

Free your time to lead and scale with confidence. We handle the sales engine behind your growth, from sourcing and training top-performing sales talent to converting leads into high-value advisory clients.Build a firm that runs without you, scales predictably, and becomes an asset you can grow, expand, or sell.
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testimonials

Sell Up Success Stories

"We got introduced to the sell up team and decided to to give them a try and immediately our sales almost tripled. And when we look at month over month we have a very seasonal business but when we compare the previous years same month and almost every month we either doubled or tripled our our new sales and our business growth. And it just it really unlocked just immense growth for us."

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

Join the 950+ Organizations Growing Their Businesses with Sell Up

Schedule a call with our team below to learn more about how Sell Up can transform your business.

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