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Put our more than 30 years of marketing and direct sales experience in the accounting industry to work for you today by utilizing one or more of our proven services.

    "Our firm has worked with Bill Hagen's company, Accountants Marketing, Inc., for over 20 years and has found the relationship to be very fruitful in growing our client list. His firm has been able to find opportunities for us for large and small businesses, and we have found his appointments to all be qualified, carefully vetted potential clients. We would greatly recommend his company's services to any CPA firm who wants to grow and to grow profitably."

- Michael T. Patterson, CPA/Owner, Holt & Patterson, LLC, Chesterfield, Missouri

Qualified Lead Generation and Appointment Setting

AMI’s telesales experts will get to know you and your business to best identify and target new client opportunities in your market, then secure appointments with those business owners—putting your foot firmly in the door and ensuring your time is spent meeting with interested prospects who represent true profit potential for your practice.

To prepare you for each highly qualified appointment, AMI will provide a comprehensive prospect profile including number of employees, annual sales, industry profile, management directory, business demographics, location information, service needs, and reasons for desiring a meeting with your firm.

Appointment Follow-Up, Closing and Pipeline Management

Diligent follow up is critical to successfully convert promising leads into profitable clients. AMI’s highly trained sales experts can skillfully handle this delicate and challenging process for you, consistently bringing valuable new clients aboard while freeing up your partners to focus on day-to-day business.

Our representatives know how to get the job done through talent, persistence and professionalism combined with more than 30 years of new client development and telesales experience in the accounting industry. Maximize your marketing investment by letting true sales experts close deals and manage your pipeline.

New Client Development Training

Invest in training your own internal client development specialist and reap the benefits of AMI’s proven method of new client generation for the long term. AMI will work with you to develop a program structured to your business goals, select and train an internal client development specialist to actively generate and close high quality new client engagements, and provide ongoing consultation to further guide your program and maximize results.

Our comprehensive on-site training incorporates industry knowledge, precise targeting skills and tools, and more than 30 years of successful telesales experience in the accounting industry. Training is comprehensive, including targeting methodology, demonstration of powerful business prospecting software, initial telephone contact, qualifying, securing appointments, follow up, closing and signing the engagement letter.

Matching the right person to this work is essential, and we’re happy to help you identify the best person for the job, matching knowledge and personality with the skills and work style needed to succeed in lead generation and direct sales. Your firm can realize significant results in only 5-10 hours a week, so the client development specialist may be a part-time employee or a role for an existing employee.

Practice/Client Brokering

Looking to purchase or sell a small practice or block of clients? With more than 30 years in the industry, our relationships with practice owners allow us to quickly and easily identify potential buyers/sellers and pull the right parties together to make deals happen. To learn more, contact us today.