B2B Sales Appointment Setting for Accounting & Tax Services

I need a confident caller who can get busy owners and other decision-makers on the phone, ask if they are looking for a new CPA (certified public accountant), and if so schedule a free accounting & tax consultation. All outreach will be done by phone—no email or LinkedIn for this campaign—so I’m counting on your tone, pacing, and objection-handling skills to carry the day. You’ll receive the target list, a short brief on our value proposition, and access to my scheduling link. From there, your job is simple: reach out, qualify fit in a friendly but decisive manner, and secure a confirmed appointment. After each call, jot quick notes so I can enter every meeting fully prepared. An appointment is considered successful once the prospect has verbally agreed to meet, received the calendar invite, and accepted it. Daily updates keep us synced, and I’m ready to refine the script with you as real-world feedback comes in. If you love the rhythm of phone selling and have a track record of booking solid sales calls, let’s talk.