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Teaspiller for accountants 20110225
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Teaspiller for accountants 20110225

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This is a quick overview for accountants on how Teaspiller helps bring more leads and digitize referrals to help an accountant grow their practice even faster.

This is a quick overview for accountants on how Teaspiller helps bring more leads and digitize referrals to help an accountant grow their practice even faster.

Published in Economy & Finance , Business
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  • 1. How does this work ? “ getting new clients tops [accountants’] list of concerns” -- Sage Survey 2011, “What Keeps Accountants Up at Night”
  • 2. The more client ratings, the more leads Teaspiller will send you.
    • “ getting new clients tops [accountants’] list of concerns”
    • -- Sage Survey 2011, “What Keeps Accountants Up at Night”
  • 3. Get more client reviews 3 ways … Ask your current clients. Your free Teaspiller profile will give you a link to send to current clients. Respond to leads with Teaspiller quotes. Convert leads into clients. At payment, the client will be required to leave a review (and ask friends for referrals). Add your current clients to Teaspiller. Send quotes, share files, invoice, and payments through Teaspiller. We’ll guarantee your client leaves you a review.
  • 4. WHAT DOES THE CLIENT SEE
    • TEASPILLER DEMO
  • 5. A client asks for a quote from you.
  • 6. Step 1: Client reviews your initial estimated quote.
  • 7. Step 2: Client securely share files & data.
  • 8. Step 3: Client gets a final invoice and pays before work is released.
  • 9. Client leaves a review, insuring more leads and referrals for you.
  • 10. My Account – Client’s View
  • 11. My Account – Accountant’s View
  • 12. How do we compare? Happier Clients. More visibility into an accountant’s background and more accountability throughout the client-engagement. Happier Accountants. Digitizes referrals and guarantees more leads (across the country).