Why do large accounting firms lose visibility as they grow? How does this happen even with more people, more data, and more tools?

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.

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.

This is episode two of a three-part series on CRM systems for accounting firms.

• Why CRM adoption breaks down as accounting firms grow
• How missed follow-ups start when teams rely on spreadsheets
• Why pipeline visibility matters more than complex reports
• How CRM visibility improves forecasting and capacity planning
• What helped one firm achieve 35 percent growth in 15 months

Need help choosing or fixing a CRM for your accounting firm?

Visit Adroit Insights: https://adroitinsights.com

Follow Kristen McGarr for practical CRM guidance for accounting firms

LinkedIn: https://www.linkedin.com/in/kristendivineymcgarr

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