This customized leads generation system, will bring
Accountants more leads than they can follow-up and
convert to clients within a quick connect period.
meet this challenge, accountants can retain our
service to convert these leads
to clients that accountants can easily add to their client base.
dedicate a team of in-house trained and experienced
to contact the client leads with the objective to qualify and
convert the leads to sale closed clients and refer this group of ready-to-sign clients to the accountant, to
add to their
accounting or tax services delivery system, without any sales effort.
We further support Accountants in our
directory looking to cut their in-house
administrative staffing cost, we are positioned to function as
the undisclosed extension of our client accountants
client service management
Client Service Management
up the client.
Arrange the set-up fee -
Based on input from our client
Arrange the payment of the first month/quarter fee
Back-work fees in advance -
With client input
Arrange the delivery of the first quarter business papers
Arrange the monthly business papers/files delivery
► You will develop a steady flow of new clients
Get new clients at lower cost than buying
Eliminate your sales marketing efforts
Eliminate the need to cold call unqualified leads
Eliminate junk mail style direct mail paper promotion
Have a dedicated team do the leads conversion
► Have a
CA Consultant you can call for second opinions
help you grow your business from any stage.
position you to grow your client base and incomes without having to
buy a practice or a book of clients.
cost will be significantly less than buying
Retention rates will be greater
► No long
term debt to deal with
control the growth rate of your practice/business
Eliminate the need to tolerate problem clients
► You get
to grow your business hassle free