David Quick
Forum Replies Created
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Thanks Jeff for the input.
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Thank you Carla. I was going to implement the Dream 100 then my old Thrivers group and Joe told me to start cold calling to get some quick hits. I need a little more clarity on the recommended direction.
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Thanks Joe for the feedback, as well as the ChatGPT blog post/lead magnet output – I will review the output to see what can be done with these.
David
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Just bringing this question to your attention again. Thank you.
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I had a small break-fix CPA client contact me during tax season as he was not able to access his tax application. I troubleshooted it and got him back up and running with a relatively quick solution and he was very appreciative of it. I used to do that kind of work all the time when I worked full time at my prior IT job at an accounting firm. Knowledge of the applications CPA firms use and experience in troubleshooting them and getting to the right answer.
I had another break-fix, also a small CPA firm, contact me during tax season as his IP phones were intermittently going down. We came onsite later that day after hours and fixed the issue relatively quickly. It turned out there was an old router interfering with his internet connection, so we just removed it from the network and turned it off. He was very happy we took care of this problem.
Does either or both of those seem like the thing I should be focusing on?
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I know this thread is over a year old, but I have done some level of outreach to CPAs and the results were very minimal. We called on close to 200 CPAs and only one appointment, which was a no-show. Most fell into voicemail but some said they were busy and a couple may have hung up. It is interesting given that we said we were just looking to do research and not sell them anything. There was still resistance even to that. Engagement from LinkedIn was very minimal.
To your point it may not have been enough, We have since built the list organically to 400 contacts, and I am looking at buying a list of about 1100 CPA partners/decision makers, giving us potentially a pool of 1500 contacts.
With that said, we are now in early January and CPA firms are focused on getting ready for tax season. What would be the best approach now? Do we need to go in another direction? CPAs seem to be difficult to reach, even during the off season.