Over the last 6 months, 321 has never detailed how we can work with CPAs and accounting firms. This podcast is produced after we have signed agreements to support two CPAs in California.

Let’s do a quick overview of 321 sales and business development services for CPAs and accounting firms. 321 supports CPAs and accounting firms three ways:

1. Provides sales training for CPAs to contact, prospect, set appointments and close business clients.
2. Provides business development services to CPAs where 321 contacts, prospects, and sets appointments for CPAs.
3. To enhance closing, 321 designed a “CPA Prospect Interview Form” to give CPAs a minimum 80% closing probability.

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