Retired CPA Client Outreach
Budget: $50 – $0 USD
I run a service firm that partners with CPA practices across the United States, and I need a peer who can keep those relationships warm. If you are a U.S.-based, preferably retired senior accountant or CPA, your experience and tone will resonate far better than a generic caller.
Each month you will telephone a list of prospects and existing clients—always other CPA firms—and hold brief, professional conversations aimed at one clear goal: gathering honest feedback on how our current services are performing for them. No travel is required; everything happens by phone at a pace that suits both you and the firms’ schedules.
Typical flow
• Review the call list I supply in our CRM or a shared spreadsheet.
• Reach out, connect with the partner or manager, and have a collegial discussion focused on service satisfaction.
• Capture key points, concerns, and any praise, then send me a concise call note so I can follow up internally.
What makes this role enjoyable is the respect you will receive from talking accountant-to-accountant, without hard-selling or quotas. Reliability, clear written summaries, and a friendly but authoritative phone presence are the essentials here. If that sounds like a comfortable monthly rhythm for you, let’s talk.
Each month you will telephone a list of prospects and existing clients—always other CPA firms—and hold brief, professional conversations aimed at one clear goal: gathering honest feedback on how our current services are performing for them. No travel is required; everything happens by phone at a pace that suits both you and the firms’ schedules.
Typical flow
• Review the call list I supply in our CRM or a shared spreadsheet.
• Reach out, connect with the partner or manager, and have a collegial discussion focused on service satisfaction.
• Capture key points, concerns, and any praise, then send me a concise call note so I can follow up internally.
What makes this role enjoyable is the respect you will receive from talking accountant-to-accountant, without hard-selling or quotas. Reliability, clear written summaries, and a friendly but authoritative phone presence are the essentials here. If that sounds like a comfortable monthly rhythm for you, let’s talk.