Set appointments with CPA firms who have business owners as clients

Închis Postat la acum 6 ani S-au achitat serviciile după ce au fost prestate
Închis

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 www.mytaxincentives.com. 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. www.mywotccredit.com. 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 [login to view URL] 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: [login to view URL] and [login to view URL]

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 [login to view URL] 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 [login to view URL] are tailored links for each type of prospect.

General Recruiting: [login to view URL]

Business Brokers: [login to view URL]

Business Consultants: [login to view URL]

Commercial Realtors: [login to view URL]

Life Insurance & Financial Planners: [login to view URL]

P&C Agents:: [login to view URL]

Tax Professionals: [login to view URL]

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

Centru telefonic de asistență clienți Asistent virtual

ID Proiect: #16270271

Detalii despre proiect

7 propuneri Proiect la distanță Activ acum 6 ani

7 freelanceri plasează o ofertă medie de 35$/oră pentru proiect

rodrirosa123

A proposal has not yet been provided

$27 USD / oră
(7 recenzii)
4.8
demossoft

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

$41 USD / oră
(12 recenzii)
3.3
renaebradley

Very professional Fast learner

$44 USD / oră
(0 recenzii)
0.0
symarie25

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

$25 USD / oră
(0 recenzii)
0.0
blg571078

A proposal has not yet been provided

$41 USD / oră
(0 recenzii)
0.0