Accounting and advisory firms operate in high-stakes environments where efficiency and client experience are critical, yet outdated systems create bottlenecks and silos. Without a single source of truth that integrates across systems, partners responsible for business development struggle to track leads, marketing lacks the data-driven insights needed for targeted campaigns, and service teams fall short in delivering seamless client support.
Mole Street removes these barriers by implementing HubSpot’s Marketing + CRM solution for accounting firms, centralizing client data, automating workflows, and providing real-time insights—driving efficiency and enabling scalable growth. Empower your teams with the visibility to anticipate client needs, optimize service delivery, and accelerate long-term growth.
Eradicate Siloed Data to Improve Client Relations
Disjointed systems create operational silos between business development, marketing, and delivery teams, making it difficult for CPAs to manage client interactions effectively. When key data such as engagement history, pipeline tracking, and service records are scattered across multiple platforms, visibility suffers, workflows slow, and firms miss critical opportunities.
Mole Street centralizes client data, seamlessly integrates HubSpot with practice management software, and automates reporting to keep firms efficient, transparent, and client-first.
Optimize Lead and Referral Management to Capture More High-Value Clients
Referrals are a key growth driver for accounting and advisory firms. Yet operational silos between the business development and marketing teams often lead to inefficient tracking, inconsistent follow-ups, and missed opportunities to convert leads.
Our consultants optimize referral tracking, automate follow-ups, and deliver real-time lead performance insights that enable firms to prioritize high-value prospects, strengthen relationships, and convert referrals into long-term clients.
Utilize HubSpot’s Marketing Capabilities to Track Engagement from Events, Email Campaigns, and Webinars
Tracking leads via a pipeline and forecasting deal closures have become essential for senior leadership at North America’s top 100 accounting firms. With private equity reshaping the landscape and the consolidation of some of the largest independent accounting practices, stakeholders now demand real-time visibility into revenue projections, pipeline valuation, and marketing performance.
Most accounting and advisory firms rely on senior partners as the driving force behind business development. In this non-traditional sales environment, accurately attributing leads and assessing marketing effectiveness remains a challenge.
That’s where HubSpot fits in. As a best-in-class CRM, marketing, and web experience platform, HubSpot enables accounting firms to leverage real-time client data, optimize marketing spend, and make smarter, data-driven decisions.
Modernize Practice Management Systems to Remove Bottlenecks and Improve Client Service
Legacy practice management systems burden teams with manual data entry, fragmented workflows, and rigid processes that slow operations. Disconnected client records, tax planning insights, and engagement tracking make it difficult for firms to deliver proactive advisory services.
HubSpot’s CRM for accounting firms connects practice management software with real-time automation to eliminate inefficiencies, improve collaboration, and help firms drive real value for every client.
Automate Workflow to Uncover New Revenue Streams From Existing Clients
Accounting and advisory firms handle extensive client data, but inefficient processes limit cross-selling and upselling opportunities. Partners lack insight into client needs, marketing teams struggle to deliver targeted service promotions, and advisors miss chances to recommend additional solutions.
Using HubSpot’s AI-powered analytics and automation, firms can pinpoint key opportunities in real time, enabling proactive, tailored solutions that enhance client satisfaction and drive revenue growth.
Eliminate Bad Data to Strengthen Client Trust and Improve Conversions
Inconsistent data entry, outdated records, and duplicate contacts create major inefficiencies for accounting firms. Inaccurate client details result in misclassified records, inefficient tax planning, and wasted outreach efforts.
Mole Street implements AI-powered deduplication and real-time data validation with HubSpot to help firms eliminate errors before they become roadblocks. Data hygiene best practices are enforced, ensuring sensitive information stays clean and structured to keep every interaction informed, every report accurate, and every opportunity maximized.
