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Industries / Accountants & Bookkeepers
Manage your client portfolio. Bill consistently. Stay KRA eTIMS compliant.
Your clients trust you to keep their finances in order. Your own practice should be a model of that. Elona CRM gives accounting firms a professional system for client management, billing, and compliance.
No setup fee · M-Pesa ready · KRA eTIMS compliant · From Ksh 350/month
See Elona CRM for accountants in action
Watch: How Peter's practice manages 35 clients and automates monthly billing
From the field
“I was managing 35 client accounts manually. Some were on monthly retainers, some quarterly. I missed billing cycles regularly. Elona CRM automated the chaos.”
Peter M.
CPA, accounting practice, Upper Hill
The problem
Sound familiar?
Client portfolio managed in spreadsheets
Spreadsheets have no notifications, no automation, and no way to track client interactions alongside billing.
Inconsistent billing cycles hurt cash flow
Monthly retainers invoiced late mean monthly cash flow gaps. At scale, this becomes a serious problem.
You advise clients on eTIMS but your own invoices are non-compliant
There is a credibility problem if your practice does not model the compliance standards you recommend.
No system for tracking new client leads
Referrals come in but without a pipeline, potential clients slip through while you are busy with existing work.
The solution
A practice management system that runs as professionally as your advice
Elona CRM gives accounting firms a full client portfolio system, automated monthly billing, KRA eTIMS compliant invoices, and a lead pipeline for new business. Your practice runs the way you tell your clients to run theirs.
1
Set up your client portfolio
Add every client with their billing schedule, contact details, and engagement scope. Your portfolio is organised in minutes.
2
Automate monthly retainer billing
Set the invoice amount and schedule. Your retainer invoices go out automatically. Your clients pay via M-Pesa. Your cash flow is predictable.
3
Every invoice is KRA eTIMS compliant
Your professional invoices meet Kenya Revenue Authority requirements automatically. Model the compliance you recommend.
4
Grow your practice with a lead pipeline
Track referrals and new client inquiries in the lead pipeline. Convert them to client records when they sign on.
Features used by accountants & bookkeepers
Everything you need. Nothing you don't.
Client managementSmart invoicingKRA eTIMS complianceLead trackingBusiness reportsM-Pesa payments
200
Client accounts on Pro plan
100%
KRA eTIMS compliant invoices
0
Billing cycles missed on autopilot
Built for Kenya. Not adapted for Kenya.
Kenyan accountants face a unique compliance pressure in 2026: KRA's eTIMS mandate affects every business you serve. Elona CRM makes your own practice a model of compliance while giving you a tool to recommend to clients who need the same. You practise what you preach.
KRA eTIMS compliant
Your invoices meet Kenya Revenue Authority requirements automatically. Stay audit-ready from 2026.
Priced in KES, not dollars
No dollar conversion surprises. From Ksh 350 per month. What you see is what you pay.
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Start using Elona CRM for your accountants & bookkeepers today.
Your own portal. Ready in 2 minutes. No setup fee. No IT team needed.
Automate practice billing and stay eTIMS-readyCustomer testimonials·Customer stories
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