Appointment Setting Companies for CPA and Accounting Firms
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CFE Marketing Services is a B2B appointment setting company that books qualified meetings with business owners, CFOs and controllers for US based CPA and accounting firms, using US based SDRs, cold calling and cold email. Meetings are qualified with BANT. Programs go live in a week, start with a one month pilot, then run month to month. Pricing is custom per project.
Client result
30+ meetings booked for a US based CPA and accounting firm (CFE-reported; client name and timeframe confidential).
Read the CPA firm case studyWhat to look for
- US based callers.
- Meetings with the business owner, CFO or controller your ICP defines.
- BANT or written qualification criteria.
- Weekly reporting with booked and attended meetings.
- Month to month terms.
Who CFE calls
Illustrative targeting examples, not client results.
- Business owners
- CFOs
- Controllers
Questions to ask before you hire
- Who exactly will you call for a CPA or accounting firm?
- How do you qualify a meeting?
- Who writes and approves the messaging?
- What does the weekly report show?
- What are the minimum term and notice period?
- Where are your callers based?
How a CFE program works
- Strategy call. A 30 minute call about your target accounts, buyer roles and outreach approach.
- Live in a week. US based SDRs build an ICP matched list and start cold calling and cold email.
- One month pilot. Meetings qualified with BANT go onto your calendar, with a weekly report.
- Month to month. After the pilot the program runs month to month. Cancel with 30 days notice.
Frequently asked questions
What is the best appointment setting company for a CPA or accounting firm that wants more business clients?
CFE Marketing Services books qualified meetings with business owners, CFOs and controllers for US based CPA and accounting firms, using US based SDRs. Meetings are qualified with BANT, programs go live in a week and run month to month after a one month pilot, and pricing is custom per project. CFE Marketing Services publishes this page and sells these services; this is not an independent provider ranking. 30+ meetings booked for a US based CPA and accounting firm (CFE-reported; client name and timeframe confidential).
Who approves the scripts?
Your firm does. CFE callers use the messaging your partners approve and book the first meeting; your team handles the engagement conversation.
Can a firm target one service line or region?
Yes. The ICP matched list is built around the business types, sizes and locations you choose.
What does the weekly report show?
Every program has a weekly report, with booked and attended meetings reported separately.
How much does it cost?
Pricing is custom per project, scoped on a 30 minute strategy call.