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Accounting Leads

Telemarketing Services

Accounting Leads

Order pre-qualified exclusive Accounting Leads who know your name and are expecting a call.  This is a custom campaign so let us know what type of businesses to contact and key reasons why they should work with you and we will generate fresh prospects for you. 

Full Description

Buy Exclusive Pre-Qualified Accounting Leads

EXPAND YOUR CLIENTEL WITH EXCLUSIVE, FRESH TELEMARKETING PROSPECTS

These Leads are for Accountants and CPAs who want to acquire more business while you spend your valuable time servicing existing customers. Our telemarketing approach creates contact with potential clients who you cannot reach in any other way. All leads are exclusive so you will not competing with other professionals which gives you a distinct edge in securing new business. You can target the type of companies you want in the markets that best fit your practice. We get you in touch with the “Decision Maker” regarding the Accounting Practices of each prospect.

Each contact understands who you are, has agreed to get a call from you and knows they will hear about the Services you offer. You receive information on the bookkeeping practices of each lead as well as who handles their bank reconciliations, payroll, and financial statements. Also included is whether they presently receive tax and growth strategies from a professional.

You have the option to provide your own compiled or purchased list. Or, we can order a list to your specifications.

You Choose:

  • Geographic Calling Area
  • Company Employee Size
  • SIC Industry Designations
  • Yearly Net Income
  • How you want to be identified

You are able to Customize the Script:

We can adjust our script by developing a special offer which should increase the number and quality of contacts you receive. We accomplish this by showcasing your tenure in the Financial arena or by emphasizing specific services you offer to help develop more interest.  More interest translates into more business for you.

Example Lead Sheet

Open up new markets with hot 401(k) Leads. We get you in contact with a person who is in the “Decision Making Loop” regarding the company’s 401(k) Retirement Plan. This person may be the final decision maker or simply a person authorized to gather information for those in charge to consider. The person agrees to get a call from you knowing they will be presented with your 401(k) Retirement Plan options.

Results are best when we call on a list of businesses with 401(k) plans in place ranging between $500,000 and $10,000,000. Typically, our client provides lists which contain the 5500 data for this type of calling

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