Set appointments with CPA firms who have business owners as clients

This is about engaging engaging CPAs as a referral source or joint-venture partner

We offer CPAs a turn-key service that they can rebrand/resell or a joint-venture to find money for their business clients that those businesses didnt know they were entitled to. We need 3 to 5 appointments per week either individually with businesses or with CPAs. This is worth $250,000 on average to properly qualified businesses. Most businesses dont believe us, because they thought their CPAs had this covered. 15 years in business and 500 million already delivered to clients.

We use specialized professional staff, and proprietary software/ processes, specialized tax skills from top class CPAs and Tax Attorneys. We work with the CPAs and do joint ventures to educate them on how to implement these tax savings into their business clients tax plan. We establish a working relationship with our home offices and the CPAs or they can have me work directly with their business clients to survey their businesses in 15 minutes see what they qualify for.

We can do a 30 second quick qualifier for the business by answering 7 questions on line at We also invented the industry's first VIRAL CLIENT ACQUISITION SYSTEM using Employee tax credits. We show business how they can make money on people who apply for jobs that they DONT Hire. Nobody else does this. The client can self-enrol here, start earning tax credits on new hires and can enrol in our other services as well. For $99 a month they can become a reseller and turn their HR departments into a profit center.

We also invented an alternative non-qualified Retirement Plan that is prefunded by commercial Loans to the [url removed, login to view] potentially tax deductible, tax deferred and tax free and can be used to retire business owners with hundreds of thousands of dollars of tax free income per year. We have patented this as well and it can be used to shelter up to $50 million dollars a year.

Company sites: [url removed, login to view] and [url removed, login to view]

We need a 30 minute appoint set with the CPA firm to:

1. Show CPAS how we can grow their businesses and provide additional value to their clients- 15 mins

2. SHow them how they can build an agency with other CPAs - 5 mins

3. Discuss options for what options they have to work with us - 15 mins

4. Set up a call to our home office staff to discuss how other CPAs have aligned themselves with us

and potentially kickstart the joint venture.

Schedule a 15 minute appointment with me at [url removed, login to view] and share your pricing structure. My preference will be lowest cost per set appointment, 3 to 5 appointments per week initially. Once I have 3 to 5 CPA agreements established, I will shift to one of the other 5 projects I am working. I also have a separate business opportunity for CPAs but that is an unrelated project.

Another project is building out an agency with 1000 people like me all over the country. We have a turnkey onboarding system for a variety of professionals. We just need to invite them to these links and to set a 15 minute business planning appointment with [url removed, login to view] are tailored links for each type of prospect.

General Recruiting: [url removed, login to view]

Business Brokers: [url removed, login to view]

Business Consultants: [url removed, login to view]

Commercial Realtors: [url removed, login to view]

Life Insurance & Financial Planners: [url removed, login to view]

P&C Agents:: [url removed, login to view]

Tax Professionals: [url removed, login to view]

Attachments: Customer Savings snapshot - Executive collateral - 1 page service agreements

Skills: Call Center, Virtual Assistant

See more: appointments business owners, cold calling business owners setting appointments, scripts settting insurance appointments business owners, english, seo, business, sales, virtual assistant, phone support, telephone handling, charge set appointments business brokers, want set appointments business business home, work home set appointments, pre set appointments, medicare pre set appointments, set appointments timeshares, b2b projects set appointments, set appointments home, set appointments customers, telesales companies set appointments florida

About the Employer:
( 0 reviews ) Cupertino, United States

Project ID: #16270271

8 freelancers are bidding on average $36/hour for this job


A proposal has not yet been provided

$27 USD / hour
(7 Reviews)

Set appointments with CPA firms who have business owners as clients Relevant Skills and Experience Telemarketing

$41 USD / hour
(12 Reviews)

Dear Sir, I'm the professional experience 2 years with extensive experience supporting all levels of a department and working directly with external vendors, I take direction well and can complete a heavy workload and More

$27 USD / hour
(1 Review)

Very professional Fast learner

$44 USD / hour
(0 Reviews)

Hi there, I understand you're looking for a qualified candidate for your job post. We have hundreds of skilled staff available for you to hire right now. - You work with staff directly and pay as low as $3+/hr More

$41 USD / hour
(0 Reviews)

Been with Telemarketing and appointment settings for 4 years now. Looking forward to chat with you for more details. Thank you!

$25 USD / hour
(0 Reviews)

A proposal has not yet been provided

$41 USD / hour
(0 Reviews)

I manage a team experience in call center , my team speak English / Spanish I have over 10+ years of experience in services for cold calling, appointment setting, B2B sales

$41 USD / hour
(0 Reviews)