The Anatomy of a CPA – GMG SalesCast
Everything you need to know about CPAs.
- The three types of CPA firms
- Understanding the CPA/Client relationship
- What motivates a CPA
- How to get in front of more CPAs
Plus, we start the episode with a story from David, an Advisor in PA.
Links referenced in the SalesCast:
- Article mentioned in Munir’s question (which he shared with the client that convinced them to move forward). Do you Have a ‘Tax Preparer’ or a CPA?
- Article mentioned by Ryan as a great piece to send to CPAs. CPA Alliances
Ask a Question or Share a Story for an upcoming episode. Open the GMG Savings App on your cell phone, click the “Contacts” tab, and share it today!
Two ways to listen each week:
- In the app, click on “SalesCast”
- Search the iTunes Podcast Store for “GMG SalesCast” (or click HERE)
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I am interested in establishing partnerships with my local CPA firms especially since I am a CPA and have over 20 years experience as a Controller.
I would like to participate in the program.
Ryan / Jeremy – I have listened to your salescasts, read the posted articles and watched the embedded video. You have done a masterful job of packaging the expertise you and Jeremy have been providing verbally and I would look forward to leveraging it to partner with the regional CPA firms in my area, particularly those with a tech focus. Thanks much!