{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5b8987fb8ca6d2e42f7d01e1/69a290757221cfbf20fdb8f0?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"How a 250 Person Accounting Firm Grew 35% in 15 Months Using a CRM | Kristen McGarr, Adroit Insights","description":"<p>Why do large accounting firms lose visibility as they grow? How does this happen even with more people, more data, and more tools?</p><p><br></p><p>Kristen McGarr, Founder and CSMO of Adroit Insights, explains why choosing a CRM for accountants often fails when firms focus on tools instead of behavior. She also shows why the best CRM for accountants must support how teams actually sell and serve clients.</p><p><br></p><p>Despite complex reports and spreadsheets, leadership lacked clear answers on the sales cycle, close rates, and capacity. Kristen shows how a shared CRM replaced scattered tracking and exposed missed opportunities.</p><p><br></p><p>This is episode two of a three-part series on CRM systems for accounting firms. </p><p><br></p><h3><u>What You’ll Learn:</u></h3><ul><li>Why CRM adoption breaks down as accounting firms grow</li><li>How missed follow-ups start when teams rely on spreadsheets</li><li>Why pipeline visibility matters more than complex reports</li><li>How CRM visibility improves forecasting and capacity planning</li><li>What helped one firm achieve 35 percent growth in 15 months</li></ul><p><br></p><h3><u>Learn More from Kristen McGarr</u></h3><p>Need help choosing or fixing a CRM for your accounting firm?</p><p>Visit Adroit Insights:<a href=\"https://adroitinsights.com\" rel=\"noopener noreferrer\" target=\"_blank\"> https://adroitinsights.com</a></p><p>Follow Kristen McGarr for practical CRM guidance for accounting firms</p><p>LinkedIn:<a href=\"https://www.linkedin.com/in/kristendivineymcgarr\" rel=\"noopener noreferrer\" target=\"_blank\"> https://www.linkedin.com/in/kristendivineymcgarr</a></p><p><br></p><h3><u>Resources:</u></h3><ul><li><a href=\"https://www.linkedin.com/in/iangarlic/\" rel=\"noopener noreferrer\" target=\"_blank\">Connect with Ian</a></li><li><a href=\"http://videocasestory.com/tacklebox\" rel=\"noopener noreferrer\" target=\"_blank\">Download a Tackle Box!</a></li><li><a href=\"https://www.videocasestory.com\" rel=\"noopener noreferrer\" target=\"_blank\">Supercharge your marketing and grow your business with video case stories today!</a></li><li><a href=\"http://crewstube.com\" rel=\"noopener noreferrer\" target=\"_blank\">Subscribe to the YouTube Channel</a></li></ul><p><br></p>","author_name":"Video Marketing Expert Ian Garlic discusses whats working RIGHT now with top marketers, their stories of failure and success. Ian also works live to create video marketing strategies."}