Serving:
CPA firms, Tax Advisory firms, Bookkeeping Firms
The most important aspect of a company’s internal functions is its accounting. Companies need help with their financial record keeping and tax practices. We connect businesses with local and national CPA firms, along with specialty Tax Advisors and Bookkeeping firms that are looking to provide companies an extra helping hand when they need it. Our services will help you establish new and long-term relationships that will increase your book of business.
Suggested Services:
Face to face appointment setting, phone appointment setting, Customer Retention, Webinar Attendance, Event follow up, Direct Mail Follow up, Market Research,