Accounting CRM for bookkeepers, CPAs and fractional CFOs
Win the client, send a proposal they accept online, run the month's work on a project board, and chase late invoices from your own mailbox.
Built for bookkeeping, accounting and fractional CFO firms. Plans start with Pro at $83.33/mo billed annually ($99.99 month-to-month), with unlimited contacts on all plans, and every plan includes Quotes & Invoices, Project Boards, Smart Inbox, and Campaigns.
What is the best CRM for bookkeepers?
The best CRM for bookkeepers runs the client side of the practice: winning the engagement, the proposal the client accepts, the monthly invoice, and the reminder when a payment is late. Laureo does all four in one CRM, with recurring invoices on Business and Ultra and Pro from $83.33/mo billed annually ($99.99 month-to-month).
The same test fits a CRM for accountants, a CPA firm or a fractional CFO practice. Look for proposals that turn into invoices without retyping, retainers that bill on a schedule, reminders that leave from your own mailbox, and the client's emails and meetings in the same CRM as the invoices.
| Firm task | Laureo tool | Plan |
|---|---|---|
| Book the discovery call | Booking pages with a Google Meet link, a phone call or your own meeting place | Every plan |
| Send the engagement proposal | A quote the client configures and accepts online | Every plan |
| Take a deposit by card | Card payments into your own Stripe account | Business and Ultra |
| Bill the monthly fee | Recurring invoices | Business and Ultra |
| Split a cleanup project fee | Installment payment schedules | Business and Ultra |
| Bill extra advisory hours | Logged time turned into invoice lines | Business and Ultra |
| Chase a late invoice | Collections and reminder sequences | Every plan |
What is practice management software?
Practice management software runs a firm's recurring client work: the monthly close and tax jobs, their due dates, the document requests, and who on the team owns each one. Laureo is not practice management software: it is a CRM that wins the client, sends the proposal and bills the work, and it works beside tools such as Karbon, TaxDome and Financial Cents.
Firms often search for accounting practice management software when the gap sits before the work starts: leads in a spreadsheet, proposals in one app, deposits in another, and late invoices chased by hand. Keep your practice tool for the jobs and the documents, and run the new-client pipeline, the engagement, the billing and the collections in Laureo. The two share the client list, which comes into Laureo from a spreadsheet.
| Work | Where it runs |
|---|---|
| Leads, discovery calls and proposals | Laureo, on every plan |
| The onboarding checklist for a new client | Laureo project boards, started from your template |
| Monthly retainer invoices and installments | Laureo, on Business and Ultra |
| Payment reminders and AR aging | Laureo, on every plan |
| Recurring close and tax jobs, document requests | Your practice management tool |
| Client ledgers and the books | Your accounting software |
What is the best proposal software for accountants?
For most small firms, the best proposal software for accountants is the one that turns an accepted proposal into the invoice: in Laureo the client picks optional services on a hosted quote page and accepts by typing their name, on every plan. Standalone proposal tools sit outside the CRM and charge for the documents they automate; as of October 2026, Qwilr keeps proposal data synced to a separate CRM and bills automated documents at $2.50 each, and PandaDoc charges a usage credit for each document its automations create.
Build the proposal from your products catalog: monthly bookkeeping, payroll, a cleanup project, advisory hours. Mark the extras optional, and the total updates as the client chooses. When they accept, the lines they chose become the invoice, and on Business and Ultra the client can pay a deposit by card in the same step.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Proposals go out from one app, invoices from another, and the client's email thread lives in a third
Retainer invoices are rebuilt by hand every month, and a missed one is a fee you never bill
Late payments are chased from a spreadsheet, so the second reminder rarely goes out on time
Extra advisory hours never reach an invoice, so scope creep stays unbilled
Onboarding a new client means typing the same details into four different tools
What you can do with Laureo
Real workflows for Accounting Firms, built into Laureo.
Send the engagement proposal
Price monthly bookkeeping, payroll, sales tax filings and advisory hours as separate lines, and mark the extras optional. The client picks the services, watches the total update, and accepts by typing their name.
Onboard from your template
When the engagement is won, Start delivery opens a project linked to the client and the deal, with your onboarding tasks and milestones already in place: system access, prior-year files, the first reconciliation.
Bill the retainer and the extras
On Business and Ultra, a recurring schedule invoices the monthly fee or charges the client's saved card each cycle, an installment schedule splits a cleanup project, and unbilled advisory time becomes invoice lines.
Collect what is owed
Collections ranks the invoices most worth chasing, shows AR aging per client, and runs reminder sequences from your own Gmail or Outlook mailbox, on every plan. A final notice you mark for approval waits for a person to send it.
Price fractional CFO work your way
Fractional CFO engagements mix a monthly retainer with project work. On Business and Ultra, bill the retainer on a schedule, split a forecasting or fundraising project into installments, and invoice the advisory hours you logged.
Keep clients ahead of deadlines
Send a monthly newsletter or a quarterly tax deadline reminder to every client from Campaigns, with unlimited contacts on all plans and the client list you already keep in Laureo.
A pipeline that speaks Accounting Firms
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- engagement
- Contact
- client contact
- Company
- client
- Pipeline
- new-client pipeline
- Invoice
- monthly fee invoice
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Proposals clients configure and accept
The client opens a branded quote page, not a PDF, chooses the optional services, and accepts by typing their name. Laureo records who accepted, when, and what they chose, and the accepted lines carry into the invoice.
Recurring retainers and installments
On Business and Ultra, set each retainer on a monthly, quarterly or annual schedule, or spread a larger fee over set dates with an installment schedule. A new schedule starts as a draft, so nothing bills until you activate it.
Collections and reminders on every plan
A worklist puts the invoice most worth chasing first, the aging view splits what each client owes by days late, and a promise to pay is tracked in Collections. Reminders send from your own Gmail or Outlook mailbox, so the client's reply comes back to you.
Engagement projects from templates
Save the onboarding or year-end checklist once as a project template and start each new client from it, with milestones for the dates that matter. Project boards are on every plan, unlimited on Business and Ultra.
Billable advisory time to invoice
On Business and Ultra, log time on a project task with its rate, see billed and unbilled hours on the project, and turn the unbilled time into a draft invoice in one step.
A client status page you can share
On Business and Ultra, send a client a private, read-only link to a branded status page for their project, with no login, showing only the progress you choose to publish.
The whole platform, in one workspace
Laureo brings these tools together, grouped the way your work flows. Some start on Business or Ultra, and the plan comparison shows the plan for each.
Marketing & Communication
Deals & Revenue
- Quotes & Invoices
- Booking Pages
- Deal Rooms
Customer Support
- Tickets & Help Desk
- Knowledge Base
- Public Help Center
- Feedback
- Live Chat
- AI Customer Support Agent (add-on)
Automation
How it works
From setup to results in 5 straightforward steps.
Bring in your client list
Import clients and contacts from a spreadsheet, then tag each one by service, entity type and fee so the whole book of clients is searchable on day one.
Set your new-client stages
Name the stages a prospect moves through, for example Enquiry, Discovery Call, Proposal Sent, Engaged and Onboarded, and add the custom fields your intake needs.
List your services once
Add monthly bookkeeping, payroll, cleanup work and advisory hours to the products catalog, so every proposal is built from the same prices.
Turn on billing
Choose a default reminder sequence for overdue invoices on any plan. On Business and Ultra, connect Stripe for card payments and set each retainer on a recurring schedule.
Review what is owed each week
Open Collections for the week's worklist, and check the Billing card on any client record for the open balance and how much of it is overdue.
AI agents that work for you
Six built-in agents start on their own, on a weekday schedule or when the work arrives. By default, every agent except Ticket Triage drafts what it can and asks before it changes anything, and Ticket Triage sorts new tickets in Service on Ultra.
Quote Follow-Up - Highlighted for Accounting Firms
AI follows up on the unaccepted proposal
When a prospect opens your proposal without accepting it, the Quote Follow-Up agent drafts a follow-up for you to send.
Integrations that matter for Accounting Firms
Connect the tools you already use. No code required.
Google Workspace
Gmail sync puts each email with a client contact on that client's record, and Calendar holds discovery calls and review meetings.
Microsoft 365
Outlook email and calendar sync for firms on Microsoft, with OneDrive documents linked to the client record.
Stripe
Card payments for deposits, monthly retainers and installment plans, paid into your own Stripe account, on Business and Ultra.
Accounting Firms vs a stack of proposal, payment and reminder tools
The problem
Many firms send the proposal from one app, take the deposit through a payment link, chase late invoices from a spreadsheet, and keep the client's emails in the inbox. Each handoff is retyped, and nobody sees the whole client in one place.
The Laureo advantage
In Laureo the accepted proposal becomes the invoice, the won engagement opens its onboarding project from your template, and an overdue invoice joins a reminder sequence that sends from your own mailbox, all in the same CRM. Card deposits, recurring retainers and installment plans run on Business and Ultra through your own Stripe account.
Why Laureo wins for Accounting Firms
- Quotes, invoices and payment reminders are built in on every plan, with no billing add-on.
- Business and Ultra add card payments, recurring invoices and installment payment schedules.
- Business and Ultra include project boards with billable time that turns into invoice lines.
- One plan and one bill cover your CRM, inbox, email campaigns, booking pages, and quotes and invoices, so you stop paying for separate tools.
Your data, protected by default
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Encrypted in transit and at rest
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who changed a record, and when.
Dive deeper into Laureo
CRM for Accounting Firms FAQ
Quick answers to the questions we hear most.
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