# 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.

## Who it's for

- 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

## Who decides

| Buyer | Who usually decides |
|---|---|
| Sole traders and owner-run businesses | The owner |
| About 10 to 50 staff | The owner, often with an office or operations manager |
| Over 50 staff | A finance manager, controller or finance director |

## What counts as a qualified meeting

Agreed in writing before calls start: the size, industry and services you want more of; the owner or finance lead who chooses the accounting firm; a real reason to talk (unhappy with the current accountant, books behind, a new business, growth or a deadline); and a meeting that actually happens. Your caller gives no tax or accounting advice.

## What you get

- 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

## Prices

One flat monthly price per full-time caller, set by the caller's country. No setup fee and no charge per meeting. Launch offer: every new client gets 20% off the first 2 months.

| Caller based in | Hire a Caller | We Call for You |
|---|---|---|
| Philippines | $1,799/month | $2,499/month |
| India | $1,499/month | $2,199/month |
| South Africa | $2,199/month | $2,899/month |
| Latin America | $2,399/month | $3,099/month |

Page: https://switchstack.io/appointment-setting-for-accountants