A CRM for accountants who sell between deadlines.
Every proposal you're chasing on one board. Every annual return and quarterly review on a list that comes back when it's due.
One CRM for accountants,
from the inquiry to the return.
Capture the inquiry
A proposal request from your site lands as a lead, tagged and assigned to a partner before anyone has read the email.
Contacts
1 new from your website
Elena Marchetti
Marchetti Catering
Jon Alvarez
T. Vasquez
Dana Okonjo
Harbor Dental Group
Ellis Bram
Osei Logistics
Nora Patel
Kim & Sons Hardware
Quote from the catalog
Monthly bookkeeping, the annual business return, the owner's personal return, the cleanup. Pick the lines and send it. The sent version locks, with fees good for 30 days.
Quote P-2087
Marchetti Catering
Monthly bookkeeping and close
Per month, 12 months
Annual business return
S corp, federal and state
Owner personal return
Federal and state
Quarterly advisory call
45 minutes, each quarter
Cleanup of prior 6 months
One-time, reconcile and restate
Record the engagement
Log the engagement you sold, for which client, and when it was last done. Entity type, year end, and services stay on the record.
Installed products
4 products at 4 sites
Annual return
Beaumont Vet Clinic
Quarterly review
Delgado Physical Therapy
Monthly close check-in
Tran Dental
Annual return
Copper Kettle Bakery
Follow up on the day
The return lands on a partner's list when it's due. Overdue turns red. Beaumont's overdue return is the one behind the advisory proposal on your board.
Tasks
Today · 1 of 3 done
Follow up on the Marchetti proposal
Marchetti Catering · $19,278
Discovery call with Harbor Dental
2:30pm · Dr. Huang
Send revised advisory pricing
Kim & Sons Hardware
Set up Tran Dental onboarding
Tran Dental
Clients, companies,
leads and customers.
Contacts
5 people · search by name
Elena Marchetti
Owner · Marchetti Catering
Jon Alvarez
Owner · T. Vasquez
Dana Okonjo
Office manager · Harbor Dental Group
Ellis Bram
Purchasing · Osei Logistics
Nora Patel
Site contact · Kim & Sons Hardware
Clients, companies,
leads and customers.
Every owner, controller, and person who has referred you, with their phone, email, and the notes from the last cleanup call. Search by name and you are there. See how contacts and businesses work.
Every owner, controller, and person who has referred you, with their phone, email, and the notes from the last cleanup call. Search by name and you are there. See how contacts and businesses work.
The company behind the return. Entity type, year end, open proposals, and every contact who works there, on one page.
The owner who asked for a proposal is a lead until the first engagement is won. Then it is a client. Same record, no re-entry.
Proposals and pipelines.
Sales pipeline
5 open · $92,678 · drag a deal to move it
Annual returns, first year
T. Vasquez
Monthly bookkeeping + returns
Harbor Dental Group
Bookkeeping + cleanup + returns
Marchetti Catering
Quarterly advisory retainer
Osei Logistics
Bookkeeping + advisory
Kim & Sons Hardware
Proposals and pipelines.
Every open proposal with its value, its stage, and the next follow-up. Drag it forward as the conversation moves. Mark it won and the client record updates itself.
Every open proposal with its value, its stage, and the next follow-up. Drag it forward as the conversation moves. Mark it won and the client record updates itself.
Compliance work, monthly bookkeeping, advisory retainers. One pipeline per kind of engagement, each with its own stages and its own board. See how deals and pipelines work.
Inquiry, discovery, proposal sent, negotiation, won. Rename, reorder, add or remove stages until the board reads like your firm.
Pick the service from the catalog.
Send it as a proposal.
Monthly bookkeeping and close, the annual business return, the owner's personal return, the quarterly advisory call. Price them once, put the cleanup on its own line, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Monthly bookkeeping and close
product · Per month, 12 months
Annual business return
product · S corp, federal and state
Owner personal return
product · Federal and state
Quarterly advisory call
service · 45 minutes, each quarter
Cleanup of prior 6 months
product · One-time, reconcile and restate
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Marchetti Catering ·
Value
$17,850
Owner
MK
Follow-up
May 6
Line items · from the catalog
Monthly bookkeeping and close
12 × $950
Annual business return
1 × $1,800
Owner personal return
1 × $650
Quarterly advisory call
4 × $400
Cleanup of prior 6 months
1 × $2,400
Northgate Accounting
hello@fieldservices.co
Quote
P-2087
Prepared for
Marchetti Catering
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Monthly bookkeeping and close Per month, 12 months | 12 | $11,400 |
Annual business return S corp, federal and state | 1 | $1,800 |
Owner personal return Federal and state | 1 | $650 |
Quarterly advisory call 45 minutes, each quarter | 4 | $1,600 |
Cleanup of prior 6 months One-time, reconcile and restate | 1 | $2,400 |
Covers 12 months from acceptance. Prices hold for 30 days. · Thank you for your business.
Engagements and due dates.
Installed products
4 products at 4 sites
Annual return
Beaumont Vet Clinic
Quarterly review
Delgado Physical Therapy
Monthly close check-in
Tran Dental
Annual return
Copper Kettle Bakery
Engagements and due dates.
The annual return, the quarterly review, the monthly close, each against a client with its last date on the record. Liteo files them as installations, so see how installations and service work.
The annual return, the quarterly review, the monthly close, each against a client with its last date on the record. Liteo files them as installations, so see how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. Beaumont's return shows overdue and Delgado's review says today, without anyone remembering either.
A review every quarter, a return every April. Set the interval once and Liteo queues next year's the moment you mark this year's done.
Reminders, tasks and notes.
Reminders
Type it like you'd say it. Liteo sets the date.
Call Mara about the maintenance plan
Northlake Dental
Send Pinebrook the site photos
Pinebrook Property Group
Chase the Delta Sign quote
Delta Sign Co.
Warranty check, Unit 4
Delta Sign Co.
Reminders, tasks and notes.
Type it the way you'd say it. "Call Marchetti Friday 9am about the cleanup" becomes a reminder on the Marchetti record, with the date already set.
Type it the way you'd say it. "Call Marchetti Friday 9am about the cleanup" becomes a reminder on the Marchetti record, with the date already set.
One list for the day, with a partner on every line. Tick off the prior-year returns you collected and the client record keeps the trace. See how reminders, tasks and notes work.
What the owner said about the books being 6 months behind, logged on the contact in the order it happened. The next partner picks up where you left off.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Your stages, your board. Drag a deal, the record follows.
Liteo also works
for the businesses next door.
Every industry gets its own page with its own examples. The customer record underneath is the same.
One plan.
Choose how you pay.
Every feature included. Unlimited records.
Annual
Billed $108 per user a year. Save $48 per user each year.
- Unlimited contacts, businesses, and deals
- Catalog, quotes, and installed products
- Tasks, reminders, and automations
- Lead forms, CSV import and export
- Every new feature, at no extra cost
No card required. Then $9/user/mo, billed annually.
Lifetime
Pay once. Use Liteo for good. Every feature and future update included.
47seats remain
953 sold · 1000 total
- Everything on the plan above
- All future updates, free
- Seats are transferable
- 14-day money-back guarantee
Gone after 1,000 seats. No subscription after you claim.
Common questions
Who it fits, how quotes work, and what you get with the trial.
Still stuck? hello@liteo.io
Put your open proposals on one CRM for accountants.
Load what you sent in February, set a follow-up on each, and see what comes due before your next client call.
- 14 days free
- No card
- Cancel anytime