Marketing keeps slipping
Client work always comes first, so outreach and follow-ups get pushed to “next month” — again and again.
All firm types
For accounting firms
Keep new clients coming in, even when the work never slows down.
Accounting firms run on deadlines, details and client trust. SJW Consulting works as part of your team to handle outreach, follow-up and the day-to-day work behind growth, so you can stay focused on serving clients.
What you get
- LinkedIn & email outreach
- Prospect follow-up
- Newsletter campaigns
- Executive assistant support
All tracked in your own Client CRM Portal.
Sound familiar?
What we hear most often.
Leads go cold
Inquiries and referrals come in, but without consistent follow-up, good opportunities quietly slip away.
Too much on your plate
Scheduling, emails, CRM updates and proposals take up time that should go to clients and your team.
How SJW helps
Support built around your firm.
A steadier pipeline and fewer things on your plate, without hiring another full-time employee.
LinkedIn & email outreach
Consistent, professional outreach to the business owners who are the best fit for your firm.
Prospect follow-up
Every lead followed up on time, so promising conversations turn into new client relationships.
Newsletter campaigns
Helpful updates that keep your firm top of mind with clients and prospects all year.
Executive assistant support
Calendar, inbox and CRM support, with every lead tracked in your Client CRM Portal.
Client CRM Portal
See every lead we're working on — anytime.
When you partner with SJW, you get access to your own Client CRM Portal. It's where your leads are tracked and updated, so you always know exactly what's in your pipeline.
Your own personal CRM
Every client gets a dedicated Client CRM Portal — your leads, your pipeline, in one place.
Updated as we work
See every lead we're tracking and how it's moving, from first outreach to booked meeting.
Full visibility, no chasing
Check in whenever you like — no waiting for a monthly report to know what's happening.
Client CRM Portal
Updated todayInterested
Meeting Scheduled
Proposal Sent
Current Client
Illustrative preview · client details are always kept private
Book a call
Let's talk about growing your firm.
Whether you need help keeping up with outreach, staying on top of follow-ups, managing your pipeline, or taking some of the day-to-day work off your plate — tell me a little about your firm and I'll personally follow up to see if SJW Consulting is a good fit.
- 740-794-1527
- info@sjwconsulting.net
- 7965 N High St, Ste 350 #212, Columbus, OH 43235
- Mon–Fri 9:00 am – 5:00 pm · Sat 9:00 am – 12:00 pm