fifteen services a salesperson can sell

businessman talking on phone in the office

hate working leads? engage a pro.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

if you want leads to get business from large companies for tax services, consider hiring a salesperson.

more on marketing: twelve ways to establish your brand | why other accountants are great referral sources | bundle tax services with financial planning | how to begin a business valuation | how to offer conflict resolution | get your clients talking about retirement
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the salesperson should be a “professional” salesperson 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 salesperson to open leads is an effective way to get additional business and is used universally in business, so why not used by you?