Call scripts
Cold call script for an accounting firm
Owners don't switch accountants lightly. Lead on a timely pain (deadline, surprise bill) and offer relief, not a pitch.
The script
You call a small-business owner near a tax deadline to offer a cleaner, more proactive accounting relationship.
YouHi Mr. Conti, it's Sara from [your company] Accounting. With the filing deadline three weeks out, I'm calling a few local owners — are you comfortable you'll have no nasty surprises this year?
ProspectHonestly, I never really know until my accountant tells me.
YouThat's the exact thing I'd change — you should know your number months ahead, not on deadline day. Is it the surprise that bothers you, or the scramble at the end?
ProspectBoth, if I'm honest. It's always a rush.
YouThen let's fix the rush. I'll do a free 30-minute review of your last return and tell you plainly what a proactive firm would've flagged. No switch required to have that call.
ProspectA free review — okay, that's useful.
YouGreat — send last year's return and I'll come back Tuesday with the three things I'd do differently.
ProspectI'll get it to you.
Make it land
- Time the call to a deadline or year-end; urgency makes the pain concrete.
- Sell proactivity — 'know your number early' — that's what a good accountant offers.
- Offer a review of last year's return; it's specific and low-commitment.
- Separate the surprise from the scramble; naming the pain builds trust.
If they push back
'I've had my accountant for years.' — 'And loyalty matters. A free second look costs you nothing — if they're doing great, I'll tell you so.'
How Tepio helps you run it
Tepio flags seasonal timing and prior notes per contact, so your deadline-driven calls land when the pain is sharpest.
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