Telephone research to find the best accountant
- or -
Post a project like this2511
£100(approx. $125)
- Posted:
- Proposals: 4
- Remote
- #1567123
- PRE-FUNDED
- Awarded
Description
Experience Level: Intermediate
Description of support work: Hi there,
I have a list of 96 Accountants in Liverpool. I am looking for someone to ring them up and intro roughly as below and these questions:
"Hi there my name is XXXXX and I have been asked to find the best accountant for my client who is a property investor in Liverpool and NW. He is wanting a short list so he can meet those who meet his criteria.
It is important we speak with a partner or owner as we have a couple of questions only they can answer. Can you put me through to the right person it will only take a 90 seconds or so.
Can I ask you the questions he has asked? Yes/No (If answer yes then thank them
The questions Marc has put down are to find the BEST person, not just an accountant. It is important to Marc as he builds wealth he has the best advice. I am looking for a simple yes/no or a percentage answer if that is ok?
Do you invest in property or have an investment portfolio?
Roughly what percentage of the client base is landlord based?
Is your networth between...... (See list)
Can you work with entryless and quickbooks?
I have an excel sheet for you to click the tick boxes with the answers.
Extra notes: The objective is to get a shortlist. If the gate keeper is not willing to put you through to the partner then ask t=for the partners e-mail so you can message them directly why you were calling.
If the partner is not willing to answer the questions then you will just have to say that without answering you client will not be calling. Because it is important that the right person/company is found.
I have a list of 96 Accountants in Liverpool. I am looking for someone to ring them up and intro roughly as below and these questions:
"Hi there my name is XXXXX and I have been asked to find the best accountant for my client who is a property investor in Liverpool and NW. He is wanting a short list so he can meet those who meet his criteria.
It is important we speak with a partner or owner as we have a couple of questions only they can answer. Can you put me through to the right person it will only take a 90 seconds or so.
Can I ask you the questions he has asked? Yes/No (If answer yes then thank them
The questions Marc has put down are to find the BEST person, not just an accountant. It is important to Marc as he builds wealth he has the best advice. I am looking for a simple yes/no or a percentage answer if that is ok?
Do you invest in property or have an investment portfolio?
Roughly what percentage of the client base is landlord based?
Is your networth between...... (See list)
Can you work with entryless and quickbooks?
I have an excel sheet for you to click the tick boxes with the answers.
Extra notes: The objective is to get a shortlist. If the gate keeper is not willing to put you through to the partner then ask t=for the partners e-mail so you can message them directly why you were calling.
If the partner is not willing to answer the questions then you will just have to say that without answering you client will not be calling. Because it is important that the right person/company is found.
Marc S.
99% (26)Projects Completed
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Last project
17 Oct 2020
United Kingdom
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£1 per call. Surely not
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Can this be done from offshore of UK ??
415055414539
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