“Immediately our sales almost tripled.”
Tyler McBroom
TRM CPA
Organizations That Rely on Sell Up
What is Sell Up?
A sales firm that works only with accounting and tax firms.
Sell Up helps accounting and tax firms turn the leads they already have into high-paying advisory clients. For firms, we do it two ways: Firm Huddle builds your offer, pricing, and sales process with you, and then our Sales Firm becomes your outsourced sales department, with our Sales Professionals running your booked calls under your brand.
Who we work with
CPA and accounting firms
Tax strategy and tax planning firms
Tax resolution firms
Bookkeeping firms
Where is your firm right now?
Three ways we work with you. Start where you are.
1
Firm Huddle
Get paid for the advice you're already giving.
You're giving free advice, custom quoting every prospect, or bending on price. Firm Huddle installs a system for packaging, pricing, and enrolling advisory clients, so you get paid from the very first conversation.
✔Your new offer on live calls within 30 days. We build it with you in two meetings
✔Scripts and sales process SOPs your team can run
✔3-6 months of sales advisory on your real calls
Packages
and pricing
Sales process
for your team
2
Sales Firm
Your offer sells, and you're done taking the calls.
Sales Firm is your outsourced sales department. Our Sales Professionals run your booked calls under your brand, with every call recorded and every deal in live reporting.
✔Sales team, manager, trainer, and recruiter, none of them on your payroll
✔Your marketing stays the same; booked calls land with our team
✔Live reporting in your portal, synced to your CRM
Explore Sales Firm
Live on your calls in about 30 days
Sales Professionals
Live reporting
Your client portal
● Live
Call recorded and reviewed
✔
Deal synced to your CRM
✔
3
Sales Training · For in-house sales teams
Already have a sales team? We train them.
Sales training and call reviews for organizations whose teams already sell, led by Brian Mayoral, former sales trainer and speaker for Tony Robbins. Built around your offer, your buyers, and your calls.
Sales organizations we've trained
Firm Huddle → Sales Firm
Most firms start with Firm Huddle. Once the offer converts and lead flow is consistent, they hand their sales to us with Sales Firm.
By the numbers
Why accounting and tax firms choose Sell Up
20,000+
advisory consults and counting
$16M
closed for our clients in the past 18 months
100%
of calls recorded, reviewed, and coached
How working with Sell Up starts, in 4 simple steps
Book a call
A 30-minute call to go over your offer, your lead flow, and where you want the firm to go.
We review your numbers
We look at how your offer is priced and how your calls convert today, then tell you plainly which program fits.
Build it or hand it off
Firm Huddle builds your offer with you in two meetings, or Sales Firm puts our Sales Professionals on your calls.
Scale with visibility
Ongoing sales advisory or live reporting on every call, so you always know what's working and what to fix.
Client testimonials
What our clients say about working with Sell Up
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
“First month we were at 25% close rates. Now we're closing near 40% on our higher-end services.”
Ryan Bakke
Founder, Tax Strategy 365
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
“The ability to connect with prospects on the phone, pitch and add value, and create that bridge from our product to the client has been tremendous.”
Spencer Forgey
Sales Manager, Tax Relief Advocates
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
“In just 2 weeks, Sell Up closed 18 deals, more than the previous 4 months combined.”
Peter Vander Wall
Founder, Social Club Studios
“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
“The investment in Sell Up paid off within days. It's been a total game-changer.”
Michelle Cunningham
Sales Training client
FAQ
Questions firm owners ask us
Which program is right for my firm?
If your offer and pricing aren't locked in yet, start with Firm Huddle. If your offer already sells and your lead flow is consistent, Sales Firm takes the calls off your plate. On a call we'll tell you plainly which fits.
What's the difference between Firm Huddle and Sales Firm?
Firm Huddle fixes the offer: we build your packages, pricing, and sales process with you, and you or your team run the calls and enroll higher value clients. Sales Firm hands off the calls: our Sales Professionals sell your established offer for you. Many firms do Firm Huddle first.
Does Sell Up generate leads?
No. Your marketing stays yours. We make sure the leads you already have turn into paying clients.
Do we have to change our marketing?
No. Your marketing stays the same. With Sales Firm, the calls you already book go to our team instead of your calendar.
Do you work with companies outside accounting and tax?
Through Sales Training, yes, for organizations with an in-house sales team. Firm Huddle and Sales Firm are built only for accounting and tax firms.
Do your Sales Professionals give tax advice?
No. They sell your offer and route every tax or financial strategy question to you and your advisors.
How fast can we get started?
With Firm Huddle, your new offer is on live calls within 30 days. With Sales Firm, our team is on your calls in about 30 days.
Where is Sell Up based?
Sell Up is based in Austin, Texas, serving accounting and tax firms across the US.
Not sure which program fits? We'll tell you plainly.
Bring your offer and your numbers. We'll look at them together and tell you whether Firm Huddle, Sales Firm, or neither is the right next step for your firm.
See if your firm qualifies