Accounting Services Cold Calling Script

Hi, is this {{prospect_name}}?

Great! This is {{your_name}} with {{your_firm}}. I'm reaching out to {{target_audience}} in {{area}} because {{seasonal_hook}}.

Do you have just a minute? I wanted to see if you're happy with your current accounting situation.

Perfect. Let me ask—do you currently work with an accountant or CPA, or do you handle things yourself or with software?

[LISTEN]

[If DIY/software:] Got it. That works for some businesses, but as you grow, you might be leaving money on the table. We help {{target_audience}} {{main_benefit}}. Would it be worth a conversation to see if there are tax savings or efficiencies you're missing?

[If has accountant:] That's good. How happy are you with the relationship? Are they proactive about finding you savings, or do they mainly just file your returns? [Listen] We do things differently—we're proactive partners, not just number crunchers. Would a second opinion be valuable?

Hi {{prospect_name}}, this is {{your_name}} with {{your_firm}}.

I'm reaching out to {{target_audience}} in {{area}} because {{seasonal_hook}}.

I'd love to see if there are tax savings or efficiencies you might be missing.

Give me a call back at {{your_phone}}. Again, {{your_phone}}. Thanks!