Cold calling for vendors selling into accounting and CPA firms.
You sell to firm partners and operations leaders whose year is split by tax season. Get the call in during the right window and they will talk. Get it wrong and you waste a quarter.
- Season-aware calling Nobody buys in March. We run heavy in the off-season windows when partners have time and are planning next year's stack.
- Partner or operations, correctly targeted Small firms buy from a partner, larger firms from a director of operations or firm administrator. We split and script the list both ways.
- A very large addressable list Tens of thousands of firms, most of them never called properly. Per-call pricing makes covering them realistic.
- Recorded and scrubbed DNC scrubbed, live on-shore callers, recorded calls.
Who it is for
- Tax, audit and practice management software vendors
- Offshore and outsourced accounting service providers
- Advisory, staffing and training firms
- Client portal, payments and workflow vendors
Frequently asked questions
When should we call accounting firms?
May through November is the productive window, with a second push in December planning. We build the calendar around that rather than around your quarter.
Which firm sizes work best?
Firms with 5 to 100 staff usually convert best. Solo practitioners rarely have budget, and the top 100 firms run formal procurement.
Can you qualify their current software?
Yes. Current stack and renewal timing are standard qualification questions on every call, and they get reported back to you.
Cold calling pricing · Book a working session