🎧 CRM or C-R-Meh? Let’s Talk About It.

Customer Relationship Management systems: the name alone sounds like something you'd buy at a corporate garage sale. And for accountants? Confusion often comes free with purchase. Should your practice dive into one? Will it actually help—or just become another fancy dashboard you never open?

Fear not as Amy and AJack are on the case! In this episode, they untangle the CRM knot with the precision of a reconciled bank statement (yes, pun fully intended).

Here’s the kicker: Unlike most businesses chasing leads like it’s a Black Friday sale, accounting firms often grow through good ol' fashioned referrals. That means CRMs built for cold outreach and hyper-funnel nonsense might not fit quite right. Before you start signing up for trials like it’s your hobby, ask yourself this: Are you really looking to grow beyond your referral base—or just romanticising automation?

From HubSpot’s mighty free tier to some niche tools that speak accountant-fluent, Amy and Jack walk through your options. But wait—there’s more (and it’s not a subscription upsell). They also dive into the human side of CRM use. Because let’s face it: if you’re still the one doing everything yourself, no system is gonna save you from CRM chaos.

It all comes down to this: are you an accountant who owns a business... or a business owner who runs an accounting practice? That mindset shift can make or break your CRM journey.

Whether you're CRM-curious or just trying to figure out what those three letters even stand for, this episode is your practical, slightly sassy guide to smarter client management.

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MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David Easton (@davidjeasty) | Insta...