Thursday, April 30, 2009

How To Make An Accountant Happy

This one is for those Payroll Service Bureaus who are still scratching their heads about how to network with a CPA firm to generate payroll leads.

This one is also for CPA firms who haven't thought about reverse engineering this idea ;-)


STEP 1.
When you talk to your client, ask them who their Accountant is and let them know you'd like to call them to ensure that they are getting the right payroll related reporting that they desire.

STEP 2.
Do what you said you were gonna do in STEP 1.

Result? Who knows... everyone is different, but who wouldn't want to be hand-fed exactly the data on your client that you desire? You serve their needs - maybe they will serve you up some payroll leads?

1 comment:

  1. I have to admit that I was thrilled when my payroll person initiated contact with our CPA. When that CPA firm went out of business, our payroll person then sought out a great CPA person for us. We are all able to work together in a seamless fashion and when they work together, they make sure that I cross my t's and dot my i's. For a small business owner, this was a huge blessing to know that we were being taken care of.

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