Telemarketing and Appointment Setting for Accountants

Switchstack's telemarketing and appointment setting for accountants gives accounting, bookkeeping and tax firms a dedicated caller who phones small and mid-sized business owners, finds the ones unhappy with their current accountant or outgrowing their books, and books meetings with your partners. A full-time caller costs $2,199 to $3,099 a month, set by the country your caller works from. There's no setup fee and no charge per meeting, and calls start in about 2 weeks.

• Accounting and CPA firms looking for more business clients
• Bookkeeping and payroll firms selling monthly services
• Tax firms building a base of business clients outside tax season
• Firms adding advisory or outsourced finance director services

It fits best when you know which clients you serve best, you have room for more, and a partner or manager can take the meetings. If you're not sure yet, start with a few weeks of calls into one industry in one area.

The person who chooses an accountant changes with the size of the business:

Before calls start, we write down with you what a qualified meeting is, using four checks:

Your caller doesn't give tax or accounting advice. They write down what the business needs, who does the books now and when they might switch, and hand the meeting to your team with those notes.

Most businesses stay with the accountant they have until something goes wrong or changes, so your caller listens for these moments:

• Slow replies, missed deadlines or a surprise bill from the current accountant
• Books that are months behind, or an owner still doing them alone
• A new business, a new partner, or fast growth that needs payroll and monthly accounts
• A year-end or filing deadline coming up
• Wanting advice on cash flow, pricing or tax, not just compliance work

When there's no opening yet, your caller asks when the business's year-end is and calls back ahead of it. A free review of last year's accounts is often easier to say yes to than a switch.

Appointment setting for accountants is part of We Call for You, our done-for-you service. It includes:

• A dedicated caller working only on your campaign
• Call script written and tested with you
• Daily management and quality checks by our team
• Meetings booked straight onto your calendar
• A recording of every call
• Weekly report: calls made, conversations, meetings booked

Your part is small: tell us the clients you serve best and your area, approve your caller and the script, take the meetings, and tell us which ones were a good fit.

Appointment setting for accountants costs $2,199 to $3,099 a month per full-time caller, set by the country your caller works from. There's no setup fee and no charge per meeting.

Launch offer: 20% off the first 2 months, so a caller starts from $1,759 a month. No code needed.

With a flat price per caller, your cost per meeting falls as your caller gets better at your market. Our guide to appointment setting cost compares hourly, per-meeting and monthly pricing.

1. A 30-minute call. The services you sell, the clients you serve best and the area you cover.
2. We agree on the list and the goal. Who to call, and what has to be true before a meeting counts as qualified.
3. You choose your caller. We test callers on role-play calls using your offer. You hear the recordings and approve one.
4. We write the script with you, including answers to "we already have an accountant" and "a friend does our books", and check your list against the local calling rules.
5. Calls start in about 2 weeks. Your caller works your prospects' business hours and books meetings straight onto your calendar.
6. We manage and improve. Daily quality checks, a recording of every call and a weekly report. We change one thing at a time, such as the opener or the ask, based on what the calls show.

Your caller works your prospects' business day, so the best country depends on where they are:

• Philippines · from $2,499 a month

  First choice for United States, Canada, Australia, New Zealand, Singapore, Japan. The biggest pool of experienced outsourced callers, with a neutral accent North American buyers are used to.

• India · from $2,199 a month

  First choice for United Arab Emirates, Saudi Arabia, Qatar. Our lowest price per caller, from one of the largest English-speaking workforces in the world.

• South Africa · from $2,899 a month

  First choice for United Kingdom, Ireland, Germany, Switzerland, Sweden, Norway, Denmark, Finland, Morocco, South Africa. English-first callers on European hours, just one or two hours ahead of London.

• Latin America · from $3,099 a month

  Bilingual English and Spanish callers working the same hours as your North American team.

Many of your prospects are small businesses, and some, such as sole traders, count as individuals under calling rules:

• In the UK, sole traders can register with the TPS, as individuals do, so a B2B list needs screening against both the TPS and the CTPS. See cold calling laws in the UK.
• In the US, business numbers are outside the Do Not Call Registry, but an owner's personal mobile may be on it. See cold calling laws in the US.
• In Canada and Australia, calling hours apply to business calls too. See the guides for Canada and Australia.

We check your list against the local rules before calls start. Compare every market in cold calling laws by country. Would you rather manage the caller yourself? Hire a Caller puts a dedicated caller on your team from $1,499 a month.