Skip to content
AccrueNest
Log inRequest a demo
Log inRequest a demo

Fractional CFO and advisory firms

Good discovery call Monday.
Letter signed by Friday.Discovery call Monday. Signed by Friday.

AccrueNest is fractional CFO marketing and front-office software for US advisory firms of 1 to 10 people. Referrals and searches book the discovery call, the proposal shows your monthly packages, and the engagement letter is e-signed from the client's phone, with the monthly fee on card autopay.

Request a demoWalk through your advisory packages
  • Each banker who refers gets a phone number
  • Packages and fees in every proposal
  • Quiet prospects texted on day three
Fractional CFO reading a client's monthly report on her laptop before their call.
An advisory client's first month paid at signing, with the monthly fee set to charge her saved card.

Live in 14 daysMonth to month, no setup fee

  • Engagement letters signed by phone
  • Discovery calls booked online
  • Tracking numbers by source
  • Google reviews
  • Newsletters
  • Card autopay

After discovery

A good call, then two weeks of quiet

Most advisory work arrives through a banker, a past client or an old colleague, and the LinkedIn page hasn't changed since 2023. A business owner takes the discovery call on Wednesday and likes what they hear. The proposal goes out the next week as a PDF, gets forwarded to a business partner and sits. With AccrueNest it leaves that afternoon with your packages, and a text follows if it isn't signed by Friday.

Request a demoSee pricing
Proposals & ELs with the advisory proposals out: Kiran Sethi's for Tiffin Truck sent the afternoon of his discovery call and viewed this morning, a text set for Friday if he hasn't signed, and the automatic follow-ups below.
  • Emailed PDFs
  • No reply
  • Invoices typed monthly
  • Same-day proposals
  • Signed by phone
  • Card autopay

How advisory clients arrive

Which banker sent them, and the next move

A banker refers a client, an owner searches for a fractional CFO near Raleigh, or someone taps your booking link. Every new prospect shows up with its referrer or search named.

AccrueNest · Calendar

A discovery call on Zoom with a food truck owner a banker referred, booked on his call to her referral number, with what he needs for his loan file.
Discovery call

Confirmation and reminder

A business owner's phone with the discovery call he booked from the owner's LinkedIn link and the reminder text the morning before.

Booked, with reminders

A referred owner is booked into a 45-minute discovery call on Zoom, the link goes out with the confirmation, and a reminder text arrives the morning before.

See consultation booking
Proposals

Proposal at 3:00, signed and paid by 6:00

Your packages and the letter are saved once, so each proposal takes a minute to send.

This week· 3 of 4 signed

  • Tue 2:40· Call

    The office manager's AccrueNest phone at 2:58 p.m., with the proposal and its three packages just texted after the 2:40 discovery call.

    The call ends

    The discovery call wraps at 2:40. Your office manager pulls up the prospect, picks three of your saved packages and texts the proposal before 3:00.

  • Tue 3:05· Proposal by text

    Margery Massengill's phone at 3:05 p.m. with the proposal texted after her call: three monthly packages and their fees, and the link just forwarded to her spouse.

    Packages, side by side

    The prospect sees your three monthly packages with their fees, compares them from the phone, then forwards the link to a spouse.

  • Tue 5:50· Signed

    Margery Massengill's phone at 5:50 p.m.: the engagement letter signed with her thumb, the first month's $200 paid, her card saved for autopay and the onboarding request list sent.

    Signed, autopay set

    They e-sign the letter with a thumb, and the payment page opens right after. The first month's fee is paid, the card is saved for autopay, and the onboarding request list goes out.

Setup

You send packages, we build the rest

Your account manager runs each step, and your staff are trained on their own phones before day 14.

Request a demoSee pricing

  1. We learn your packages

    On the first call your account manager writes down each package and its monthly fee, how long your discovery calls run and every referral partner.

    Call oneyour packages, fees and partners

  2. We build your setup

    We load your engagement letter, build the proposal around your packages, connect Stripe and Zoom, and give each referral partner a tracking number.

    Buildproposals, letters, calendars and tracking numbers

  3. We train the whole office

    Your client list is brought over, your organizers and engagement letters are rebuilt and your people are trained, all at no extra charge. Your office manager sends a trial proposal to a colleague, and each partner signs in to the staff app.

    Trainingoffice manager first, partners next

  4. Your first proposal goes out

    Your LinkedIn profile and every email signature carry the booking link, the fractional CFO page is live, and the next discovery call gets the new proposal.

    Day 14your page live, your link shared

Month to month, no setup fee

Advisory setup

First proposal on day 14

8 of 28 done

1We learn your packagesDoneIn progressUp next

  • List each advisory package and its monthly fee
  • Discovery call length: 30, 45 or 60 minutes
  • Referral sources: banks, wealth managers
  • Advisory EL sent over
  • Pick who takes discovery calls, and when
  • Choose what signing collects: a deposit or the first month

2We build your setupDoneIn progressUp next

  • Proposal built with three packages
  • EL fields pulled from the proposal
  • Stripe connected for card autopay
  • Zoom links on bookings
  • Banker numbers assigned
  • Proposal nudges drafted
  • Fractional CFO page written with your city and industries
  • Review ask after the year-end meeting

3We train the whole officeDoneIn progressUp next

  • Client list imported
  • Mock proposal texted to your office manager
  • Partners try calls from the app
  • Roles set
  • Test letter signed and paid on a phone
  • Newsletter list split by consent
  • Sign-in codes on for all users

4Your first proposal goes outDoneIn progressUp next

  • Booking link added to LinkedIn and every partner signature
  • Fractional CFO page live
  • Reminders switched on
  • First discovery call booked through the new link, proposal ready
  • Imogen sets a date for the monthly call
  • Reviews on
  • Setup done

Flat price, never a cut of your fees

One flat fee each month. We never charge by the call, the inquiry, the client or the return, and we take no cut of what you bill. Month to month, no setup fee, live in 14 days.

Request a demo
Pen in hand, a CPA reads through her old agency's monthly numbers before putting them next to ours.
An AccrueNest notice showing one flat monthly fee, with no cut of what the firm bills.

Firms like yours

  • Cornelius B., owner of a CPA firm in Columbus.
    Cornelius B.Owner of a CPA firm, Columbus
    Same dayProposal after the call

    Our CFO packages used to go out as PDFs a week later. Now the proposal leaves before the Zoom window closes.

  • Ezequiel M., an enrolled agent who runs a tax office in San Antonio.
    Ezequiel M.Enrolled agent, San Antonio
    MonthlyPlanning clients added

    We started monthly planning for a few business owners. The letter, the saved card and the meeting reminder arrive by text, so I just show up.

  • Annika L., owner of a bookkeeping firm in Minneapolis.
    Annika L.Owner of a bookkeeping firm
    Day oneAutopay starts at signing

    Clients who wanted more than the books now get a CFO package in the same proposal. Autopay starts the day they sign.

  • Marguerite D., office manager at a CPA firm in New Orleans.
    Marguerite D.Office manager, New Orleans
    Every callSource on the card

    I used to call each referral to ask who sent them. Now the card already says which banker it was.

  • Prakash S., a tax preparer at a tax and accounting office in Edison.
    Prakash S.Tax preparer at a tax office, Edison
    None nowFollow-up emails typed

    Our partner takes the advisory calls. Every follow-up email was mine to type by hand; now each one was written once, at setup.

  • Thuy N., client services lead at a tax practice in Houston.
    Thuy N.Client services lead, Houston
    On the 1stMonthly fees charged

    Our monthly advisory fees hit the saved card on the first, so I stopped sending reminders on the fifth.

Advisory questions

Before the discovery call

Try a word like packages or Zoom; questions without it drop out of view.

8 questions

Can I sell advisory packages with monthly autopay?

Yes. The proposal shows up to three packages with their monthly fees side by side. Once the client e-signs the letter from their phone, the first month is charged and the card stays saved for autopay.

Can prospects book a discovery call online?

Yes. Your booking link offers discovery call slots, and each booking gets a Zoom link.

Does it do forecasts or books?

No. AccrueNest sits beside your tax software and your books. New clients, documents, proposals and payments live here; preparing and filing returns, Form 8879 signing, the books and payroll stay in the programs you use now. Forecasts and dashboards stay in the tools you build them in today.

How do monthly advisory clients renew each year?

A yearly workflow sends each engaged client next year's letter ahead of renewal, priced at the fee your staff saved in the template.

Can we send advisory newsletters to our tax return clients?

Newsletters and reminders go only to people your firm chooses, and a list that sells more than return preparation follows your firm's own consent rules for tax return information.

What does AccrueNest cost?

Each plan includes everything. The monthly price follows the headcount that signs in, starting at $97 for one person.

Is our clients' information kept safe?

What clients upload or tell your firm is encrypted, used only to serve your firm and not sold to anyone.

What if we leave?

Email us before the next charge and service ends once the month you paid is used up.

Try searching for

Ask about packages

Email Imogen at sales@accruenest.com with your packages and fees, and you'll see them laid out as a proposal.

Imogen PritchardAccount manager

Request a demo

Answer every call this season. Chase fewer documents.

Request a demo