Payroll Prospects for Accountants

The Payroll Business segment of a CPA or Accounting Firm is highly profitable. There are definitely certain types of businesses that are better payroll prospects than others.

Often businesses that have worked with some of the large, national payroll companies decide they want a different type of relationship. They might be looking for a one-stop shop to handle their payroll, bookkeeping and tax planning needs. By diligent outbound marketing, you can get your information in front of the right decision makers.  It’s true the timing is everything. Consequently that last phone call or piece of mail will start the process of the purchase journey.

Our job is to work with you to find the types of payroll prospects that convert.

The beauty of the Payroll Prospects list is that you can reach these companies by phone, by mail and, in some cases, by email. In today’s omni-channel marketing world, reaching business owners through a variety of media channels is the way to go. This improves your branding and name recognition.

You can include the following information in your Payroll Prospects list

  • Business Name
  • Business Address, city, state,zip-code,zip+4
  • Contact Person Name
  • Contact Person Title
  • SIC code
  • Business Description
  • Number of Employees
  • Email address of contact person, where available

Most accountant/CPA firms target businesses with 10+ employees. We omit selected business categories to narrow the list and improve your ROI. We drop categories such as government, public schools, Fortune 1000, banks as well as other accounting firms. These they are typically not good payroll prospects. You really only want to spend your time and marketing dollars reaching out to the cream of the crop.

Other accounting firms reach out to New Businesses or small + medium-sized existing businesses in the local area to find quality payroll prospects.

A few notes: Telemarketing is the top channel for this kind of marketing outreach. Because business hours are often 9-5, it’s easier to find a great telemarketer to make the calls. It is inexpensive. You can even hire a part-time person, pay them hourly plus commissions. As a result, telemarketing is great in the B2B world.

Click HERE for some tips on B2B Telemarketing.

If you’d like some additional tips on How to Succeed with B2B Telemarketing, click HERE.

If you’d like a sample of Dataman Group’s Accounting Payroll Prospect File, call our office at (800) 771-3282. Or, you can e-mail us and we will be happy to e-mail over a sample of the Dataman Group Payroll Prospect File.