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SNDManagement
Joined: 09 Sep 2005
Posts: 1
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| Posted: Wed Nov 30, 2005 11:28 am Post subject: Marketing Letters |
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| I am using the marketing letters for my friends and new businesses in the area. I am working on my list of business where I am a customer. Is it acceptable to customize a letter and send to CPA firms in the area as well asking for referrals or overflow business? I know some of them outsource work or are too full to accept new clients. What would be a good way to find these types of firms? |
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David
Joined: 16 Aug 2005
Posts: 186
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| Posted: Wed Nov 30, 2005 6:14 pm Post subject: |
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Sandra,
There are many ways to acquire clients. What you are talking about is a good idea. I am one of the marketing coaches for our PB students and I would be willing to assist you on these specific letters. Email me and we can put something together. My email is David@universalaccoutning.com |
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masteinbrenner
Joined: 10 Jan 2006
Posts: 1
Location: Denver, Colorado
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| Posted: Tue Jan 10, 2006 9:18 pm Post subject: Marketing letters to CPAs |
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Hello Sandra and David,
I am about to embark on the same adventure and I was wondering 1)What David's advice was and if I might be able to get a copy of the letter used, 2)How successful it was for Sandra to target CPAs.
Sincerely,
Mary Ann Steinbrenner
Certified Professional Bookkeeper
IntegraBooks
masteinbrenner@integrabooks.com |
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deshawnsr
Joined: 19 Jan 2007
Posts: 4
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| Posted: Sat Jan 20, 2007 7:53 am Post subject: |
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Hello, I am also wondering if I can get a finished copy of the letter.
Thank You.
Deshawn Broom Sr.
Accountant, Fiscal Accountng Services |
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mfarris1971
Joined: 19 Oct 2005
Posts: 6
Location: Houston, Texas
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| Posted: Fri Jan 26, 2007 2:27 pm Post subject: |
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| Would love a copy too. I have been thinking about contacting CPAs for a while and have not been sure how to approach them. |
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Richard Noot
Joined: 20 Aug 2005
Posts: 896
Location: Minnesota
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| Posted: Sat Jan 27, 2007 2:08 pm Post subject: |
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| The main thing is to followup. Also be prepared to show what your abilities are and any training that you have accomplished. Remember the CPA IS RESPONSIBLE FOR THE WORK YOU DO EVEN IF YOU ARE AN INDEPENDENT BUSINESS. YOU ALSO SHOULD GET LETTERS OF ACCEPTANCES FROM THE CLIENTS THAT THEY UNDERSTAND THAT THEIR CPA IS STILL RESPONSIBLE FOR REVIEWING AND APPROVING ANY WORK THAT YOU DO FOR THEM. |
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jackie92405
Joined: 05 Jul 2007
Posts: 1
Location: Princeton MN
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| Posted: Tue Jul 17, 2007 11:01 am Post subject: |
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| I too would like a copy of the final draft of that letter. Thank You |
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David
Joined: 16 Aug 2005
Posts: 186
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| Posted: Tue Jul 17, 2007 8:20 pm Post subject: |
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I was offering Sandra assistance as a coach to a Universal Accounting Student. She and other students have marketing assistance available to them and I am limited as to what I can offer in this forum because of my role as a coach to UAC students.
Thank you |
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Roger
Joined: 05 Aug 2005
Posts: 146
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| Posted: Mon Jul 23, 2007 3:09 pm Post subject: |
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As a student of the Professional Bookkeeper program just contact your Student Support Coach for the letters being mentioned here. They are able to help in customizing and adapting them to each of your situations.
Call 800-343-4827
Best Wishes to all
Roger |
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Ahshucks
Joined: 22 May 2008
Posts: 50
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| Posted: Fri May 23, 2008 12:02 am Post subject: |
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| Be carefull of the No-compete agreement. You may loose any opportunity to attain clients within 100 miles or more. If you want to work for a CPA firm, then ask for employment. If you want to generate your own clients, tax season is an excellent time to generate a batch of new clients. You can offer to get their tax returns done within a week, rather than wait for their CPA to generate them just before the end of the extension. This is a great time for cold calling, it's an inseason priority. |
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hjeanpie
Joined: 22 May 2008
Posts: 4
Location: Fort Myers
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| Posted: Wed Jun 04, 2008 4:08 am Post subject: |
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| I gave a CPA a call two years ago and was able to get some work from him. Trying to do the same thing this year with another firm as the one from two years ago has sold his practice and I can't get work from the current owners. |
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