When to Hire a Sales Person to Get Leads

Man on the phone in officeAnd 15 types of work to seek.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

If you want leads to get business from large companies for tax services, consider hiring a sales person.

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The sales person should be a “professional” sales person and does not need to be an accountant.

There is much high-ticket tax work an accounting firm can do. Some are:

  • Corporate tax returns
  • State tax returns
  • Excise tax returns
  • A SALT compliance review of the companies activities
  • Individual tax returns for foreigners working in the U.S.
  • Financial planning for semi-high-level executives that will include tax preparation and planning
  • 401k investment planning
  • Representation at tax examinations
  • A “tax” audit of certain transactions or to check on overall company exposure
  • Tax research for contemplated transactions
  • Second opinions of selected transactions
  • Tax planning for the owners or high-level executives
  • Estate planning for these executives
  • Employee benefits tax consulting
  • Succession planning

Using a sales person to open leads is an effective way to get additional business and is used universally in business, so why not used by you?

One Response to “When to Hire a Sales Person to Get Leads”

  1. Winston

    Is there a list of companies that have sales people that work with CPA companies?

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