Accounting and advisory firms
Business development for accounting firms, coached on client calls.
A client mentions selling the business. Ricavi helps the partner ask the next question.
What Ricavi does for your partners.
Your process, live
Ricavi nudges the partner while the client is still there.
Find the moment
Search the transcript of each recorded meeting.
See the whole team
The team dashboard shows each partner side by side.
Approve each draft
Nothing is written to your CRM until someone approves it.
Where Ricavi sits
Coaching on the client calls and CRM you already run.
Client calls come in from Google Meet, Microsoft Teams, and Zoom. Ricavi records them and reads the client’s record in your CRM.
83%
Less admin
Ricavi writes the notes and drafts the follow-ups. It updates the CRM once the partner approves.
The stack: calls on Google Meet, Microsoft Teams, and Zoom feed Ricavi. Ricavi sits above your CRM (HubSpot, Salesforce, Microsoft Dynamics): account, deal, and contacts come up, drafted updates go down once the partner approves them. Google Calendar, Outlook, Google Drive, and OneDrive sit alongside.
Google Meet
Microsoft Teams
Zoom
Google Calendar
Outlook
So the pre-call brief lands 30 minutes before each call.
Ricavi sits above your CRM and guides the work at every stage.
- Succession bookmarked
- Succession still open
- Scorecard, 62/100
Calendar
Files- Google Drive
- OneDrive
Connected at onboarding, with your calendar.
HubSpot
Salesforce
Microsoft Dynamics
Not a DIY product. Installed and monitored by sales and technical leaders.
The partner’s seat
Business development coaching for accounting firms, ready when the meeting ends.
When the call ends, the summary and transcript are ready for your file note.
Scored on your firm’s process
Each recorded meeting gets a score. It checks your questions, your tone, how you handle objections, and your own steps.
A private coaching chat
The coaching chat already knows what was said, so you can ask it why the succession question nearly waited. It stays private unless you share it.
Your next move
One press drafts the questions you skipped, ready for the next client meeting.
“
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi.”
Jane Susak
Sales Manager, Essential Assessment
When a partner retires
Succession planning for your own client book.
You advise clients on succession. When one of your own partners retires, their clients move to someone they’ve barely met. What those clients said on recorded calls stays with the firm. The incoming partner’s first brief starts from it.
- Summary
A summary of every recorded client call.
Who attended, what was discussed, and what was agreed. The incoming partner reads the last few conversations before meeting the client for the first time.
- Key moments
Each moment the outgoing partner bookmarked.
With its timestamp and a link to the recording. The incoming partner plays the moment the client first mentioned selling the business.
- Transcript
A searchable transcript of each recorded call.
The incoming partner searches for “succession” and finds the line from the year-end review.
- CRM record
Each approved before it was written.
Next steps, call logs, and contact changes. The incoming partner picks up the next steps already agreed with the client.
Your admin sets who can open recordings and transcripts, and how long they’re kept. Approved updates live in your own CRM.
Client emails and CRM updates wait for a person.
Ricavi drafts the email and the CRM update. Nothing is written to your CRM until someone approves it.
To review
The partner edits and approves each draft on its own.
Send email
Follow-ups go from your own account, and only once approved.
Or dismiss it
Dismiss a draft and nothing is sent or synced.
Up next
Your admin sets which CRM fields Ricavi may update.
In plain words
What is business development for accounting firms?
Business development for accounting firms is how a practice wins new clients and turns compliance relationships into advisory work. Most of it happens inside compliance meetings, when a client mentions succession in a year-end review or cash flow during audit planning. A firm grows when its partners notice those remarks and follow them up.
On the call
Ricavi’s live sidebar tracks your firm’s advisory questions and nudges when a critical one is still open.
Before the next meeting
A brief built from your CRM and past notes arrives before each client meeting.
Between meetings
By default, a proposal with no activity for 14 days gets a drafted revival plan.
Last reviewed 10 Oct 2026
Source: Ricavi product documentation
Set by your admin
Choose which client calls are recorded.
Here’s an example day of six meetings. Change a rule and the recorded ones change with it.
Recording rules
Set by your admin
- External video callsGoogle Meet, Microsoft Teams, Zoom
- Internal callsOnly people from your firm
- Domains you excludeSuch as a lender’s
- Kept for the period you setThen purged automatically
Ricavi supports your compliance process. It doesn’t replace your compliance review or your record-keeping obligations.
Example day
- 09:30Year-end reviewExternal · client.exampleRecorded · no bot
- 11:00Internal file reviewInternalSkipped: internal call
- 12:30Lender syncExternal · lender.exampleSkipped: excluded domain
- 14:00Audit planningExternal · client.exampleRecorded · no bot
- 15:30Client call by phonePhoneNot recorded: phone call
- 17:00Client lunchIn personNot recorded: in person
Six meetings. Two recorded. No bot, no notice.
How to grow an accounting firm without waiting for referrals.
Referrals still matter, but they don’t arrive on a schedule. These four habits fit around client work. Each one has a part of Ricavi behind it.
01
Set up once
Put the advisory questions in your playbook.
Write down the questions every year-end review should cover. Succession and cash flow are a good start. The sidebar ticks each one off as it comes up. If a critical question is still open halfway through the call, it nudges the partner.
02
During busy season
Save the advisory conversation for May.
Busy season leaves no room for a long advisory conversation. When a client raises one, bookmark the moment and agree a time after the deadlines. The bookmark keeps the client’s words, with a timestamp, in the call summary.
03
Before a fee review
Rehearse the fee conversation.
Fee discussions are where partners give ground. A coaching chat that already knows the last call lets the partner role-play the client’s pushback in text.
04
Each month
Review a few calls with each partner.
Each recorded call gets a scorecard with timestamped examples. Pick two or three of a partner’s calls and talk them through together. The examples keep the conversation on what was said.
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Under the bonnet
Built on how sales is taught, not bolted on.
Behind Ricavi are 20 years of the founders’ sales coaching and 5,000+ built-in skills.
The people behind it
Built by builders.
Dave builds companies. Regan builds sales teams. Luigi builds performance.
Built-in skills
5,000+
Each one is a play for one moment in a client conversation, like rehearsing a fee conversation or drafting the follow-up.
“I have been working with the team at Ricavi for the last two months and already achieved higher conversion rates and a faster sales cycle.”
Stuart Cook
MD, TWIYO
FAQ
Answers to take to the partners’ meeting.
Business development for accounting firms is how a practice wins new clients and turns compliance work into advisory work. Most of it happens in compliance meetings. A client mentions succession in a year-end review. Or they raise cash flow when you plan the audit. A firm grows when its partners notice those remarks and follow them up.
Business development for accounting firms, coached on client calls.
A client mentions selling the business. Ricavi helps the partner ask the next question.