For CA & CPA Firms

Stop Selling Time.

Start Selling Advisory Value.

You are an expert at numbers, but the "commodity trap" is killing your margins. We teach accountants how to cross-sell high-value advisory services without feeling "salesy."

The "Compliance Trap"

Most firms are stuck on the hamster wheel of low-margin audit and tax work. You want to offer strategic consulting, but your partners don't know how to sell it.

Fear of Selling

Your team thinks "sales" is a dirty word. They wait for referrals instead of proactively helping clients.

Missed Cross-Sells

You do the tax return, but the client hires someone else for CFO services because you never asked.

Pricing Timidity

You underprice your expertise because you price by the hour, not the value of the problem solved.

The Modern Solution: An On-Demand Sales Leader

The "Trusted Advisor" Framework

We teach your partners to ask diagnostic questions that uncover hidden financial pains, naturally leading to advisory work.

Partner Channel Strategy

Stop hoping for referrals. We build a systematic process for generating leads from banks, lawyers, and tech partners.

Value-Based Pricing

We help you restructure proposals to sell outcomes, effectively doubling margins on non-compliance work.

Client Results

“We were seen as just ‘the tax guys.’ Sales Fundas helped us package our Virtual CFO services. In 6 months, we added 12 advisory retainers worth ₹40L ARR.”

— Managing Partner, Mid-Sized CA Firm, Mumbai

Grow Your Practice

Ready to shift from compliance to high-margin advisory? Let's audit your current business development process.