With relationships between accountants and clients or prospects becoming more important than ever, having a system in place to manage client relationship processes has become critical to success. Implementing a CRM in an accounting firm can be the secret to both growth and retention.

CRMs can manage everything from the pre-sale process (while you are working to sign your client) through the client experience while they work with the firm. Having a system in place to manage your processes not only helps automate the process so that nothing falls through the cracks, but also can provide insight and data into your clients and prospects to drive greater efficiency in the firm.

Course Key Concepts: CRM, Sales, Business Development, Forecasting, Client Service.

Learning Objectives
  • Discover and define a CRM system.
  • Discover and describe the history of CRMs.
  • Identify and list 3 reasons why an accounting firm should use a CRM.
  • Identify and list 5 ways to use a CRM in an accounting firm.
  • Discover and define 5 considerations when choosing a CRM.
Last updated/reviewed: March 28, 2024
Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
  Introduction and Objectives to Why Accounting Firms Need a CRM5:25
  Why Use a CRM?5:52
  Ways Accounting Firms Can Use a CRM13:30
  Key Considerations4:20
  Why Accounting Firms Need a CRM29:07
  Slides: Why Accounting Firms Need a CRMPDF
  Why Accounting Firms Need a CRM Glossary/ IndexPDF