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I have a list of CPAs In USA. I would like someone to call them and find the cheapest CPA option for auditing my financial statements. No understanding of accounting is required. You have to be willing to call and engage and followup to get a quote from each CPA individual or firm. I want to pay a few hundred dollars for a service that can easily cost over a fifteen hundred dollars. I believe its possible because minimal work is required.... The list I have has over few hundred CPA firms & individuals. I would like you to contact each and give a short introduction about my company and the required work. We will need a CPA to handle accounting matters on a quarterly basis. Whoever handles this with great care and ease we will continue with them assuming their rates are competitive and cater to our needs. I expect you to call between twenty and sixty calls in different states to find the best candidates to do the audit and possibly serve as our CPA for reviewing quarterly reports and semi-annually fillings. This project should take less than one day's work. If you see a great variety in responses and feel that calling more individuals yields a better response you may call more for getting results.... I will provide you with a script to read and questions to ask... And to negotiate lower cost for this as we anticipate having them handle future work on a predetermined rate...
Project ID: 40733763
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Active 6 days ago
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27 freelancers are bidding on average $29 USD for this job

With my financial background and experience as an accountant for over 6 years, I am well-equipped to serve as a proficient negotiator on your behalf, finding the most affordable yet quality CPA for the project. As someone whohas effectively dealt with numbers and potential savings throughout my career, I know how to maximize value, even in the realm of financial services. Engagement and following up are two of my strengths that will be pivotal in contacting each of the CPAs on your list in various states. My proven track record shows that I am not one to shy away from putting in extra effort to guarantee exceptional outcomes. Moreover, my skills extend beyond these immediate needs, Quarterly accounting matters - I can handle financial statements on the regular basis. In addition to organizing and keeping books up-to-date, I specialize in streamlined systems setup, business insights beyond numbers, compliance matters (including taxes and audits), data analysis/reporting, data entry & conversion truly the full package. Let's negotiate intelligently and save considerably on this project while also setting ourselves up for future savings through my service to simplify financial management for you. Let’s build a prosperous fiscal journey together.
$30 USD in 7 days
4.9
4.9

Drawing on my diverse range of skills, I am confident that my experience as a virtual assistant and in customer support will be invaluable in successfully completing this project. Over the past four years, I have handled over 250 projects with ease and professionalism, including tasks like customer representative calls, scheduling, and project coordination - all integral to your project. Furthermore, my knowledge in data analysis and spreadsheets lends itself well to finding the most economically viable option for you. Using my financial analysis skills and contacts record-keeping abilities, I can help you not only find the cheapest CPA option for your financial statements but also ensure they cater to your specific needs with quarter reports and semi-annual filings. My approach is simple yet effective - I understand what it takes to get responses in order to yield optimal results. If needed, I will call beyond the range of twenty to sixty calls as specified, ensuring we have a comprehensive understanding of your options. Given your desire to establish long-term working relationships, I'll advocate skillfully for not just lower costs upfront but also negotiated rates for future work. Choose me to take the reins on this project and experience firsthand how I can deliver reliable and efficient support.
$20 USD in 2 days
3.1
3.1

With my extensive experience in bookkeeping and managing finances, I am confident that I can successfully negotiate a favorable rate for your required CPA services. My proficiency in accounting software such as QuickBooks Online, Xero, NetSuite, Sage Intacct, and Microsoft Excel ensures that I have the necessary skills to analyze and evaluate potential options for you. My expertise allows me to discern between optional service types from a financial standpoint. In addition to reviewing your financial statements for auditing purposes, I can provide a comprehensive package of services including handling your accounting matters on a quarterly basis. This means that not only will you save costs, but you'll also have a dedicated professional overseeing and optimizing your financial records regularly. Moreover, as an efficiency enthusiast and detail-oriented professional, I ensure reliable results by making accurate calls, following-up diligently, and maintaining transparent communication throughout the process. In me, you will find not only an astute negotiator but also a collaborative partner tailored to meet your unique needs. Allow me to simplify your financial journey; together let's secure the most cost-effective CPA services while maintaining quality.
$30 USD in 7 days
1.6
1.6

As an experienced negotiator, I understand the x-factors that can help drive down costs of professional services, such as your search for a CPA. My name is Sheza Sakhawat and I have 5+ years of experience in bookkeeping and handling complex financial matters. Utilizing this reflection base, I can swiftly engage with each of the listed CPA firms to not only find you the cheapest option for auditing your financial statements but the most reliable one too. I am very comfortable with talking and building rapport, so making calls to each of the listed firms wouldn't be an issue. Additionally, I come prepared with knowledge of accounting software like QuickBooks – something that's indispensable when dealing with auditors. This proficiency ensures that no matter who we choose, their compatibility will seamlessly align with our quarterly review and filing processes. My approach to negotiation is rigorous yet fair. Using the script and questions you provide, I'll skillfully probe into cost structures and assess how well they cater to our future needs. My goal is to secure a reasonably priced accounting service without compromising on quality. In summary, my skills in customer service combined with my profound understanding of accounting make me an ideal candidate for this task. Let's ease your financial journey while saving you precious time and money. Let's work together!
$30 USD in 7 days
0.0
0.0

Having worked for over a decade in financial reporting and audit assurance, I am well-versed with the ins and outs of engaging with CPAs, which makes me the perfect candidate for your project. My flair for customer service is an advantage as it will drive effective communication between us and the CPAs on your list, ensuring we obtain accurate quotes catering to your needs. Throughout my career, I have built strong relationships with businesses within the finance industry, and these connections/companionship will go a long way in negotiating astute deals for you. You can always rely on me to do thorough research on each potential CPA before making any calls, further enhancing our chances of securing auditors who offer competitive rates aligned with your budget. Moreover, I understand that finances are the backbone of any business, and therefore, require careful consideration. My expertise in financial planning, budgeting, forecasting has equipped me to expertly assess and identify value-added options. In summary, my 10 years of experience as a chartered accountant places me in a unique position to optimize your company’s CPA search by not only finding you affordable services but proficient quarterly handlers.
$30 USD in 7 days
0.0
0.0

Hi, Would it help if I approached each CPA firm with a long-term partnership angle — positioning your company as a recurring client to negotiate significantly lower rates from the start? I'm comfortable making cold calls, following scripts, and tracking responses across all contacts to find you the best deal. https://www.freelancer.pk/u/alyan056 Alyan
$10 USD in 1 day
0.0
0.0

With my comprehensive understanding of finance, strong communication skills, and a proven track record in delivering cost-effective financial solutions, I am confident I am the ideal candidate for your project. As an experienced Finance Manager and CFO, I have worked extensively with CPAs for auditing financial statements and have a thorough understanding of how to efficiently negotiate services to meet specific needs at affordable prices. One of my key strengths is my ability to analyse financial statements. I can offer you detailed insights about the quotes we receive from each CPA individual or firm, ensuring that you’re not only getting the most economical option, but also one that guarantees quality work. My strategic mindset and practical approach will allow me to not only find the cheapest yet qualified CPA to audit your financial statements but also select a partner who can handle your accounting matters on a quarterly basis. This way, we can ensure consistent quality while keeping your finances optimized. Choose me for dependable financial management that focuses on your best interests.
$30 USD in 7 days
0.0
0.0

As a certified QuickBooks and Xero ProAdvisor, I have the extensive knowledge and expertise you need to find the best and most cost-effective CPA for your financial auditing. I've spent years building trust with clients by managing their finances with precision, overseeing payroll processing, and handling tax filings. Drawing from my experience in financial reporting, let me assure you that I’m more than prepared not only to call, but also fully understand the responses from each CPA you've provided. My primary focus always remains on accuracy and client satisfaction, values which align directly with what you’re looking for in this project. Negotiation is one of the key skills that I bring to the table. In the past, I have worked with several clients in ensuring they get the best possible rates without compromising on quality or deliverables. Overall, my diverse skill set combined with a high regard for organizational efficiency and detail orientation makes me perfectly suited for this task. This is an opportunity to leverage my rich background in making financial decisions rooted in reliable analysis while providing the utmost precision with stringent data confidentiality measures. Let's optimize your budgets gracefully while attaining premium accounting assistance.
$30 USD in 7 days
0.0
0.0

To the recruiter, As a seasoned bookkeeping professional with proficiency in renowned accounting software like QuickBooks, Xero, NetSuite, and more, I am confident I have the skills you need to carry out this cost-saving mission efficiently. Given my extensive experience in data entry and categorization, bank reconciliation, invoicing and billing, expense tracking, financial reporting and tax preparation support among others, no detail will slip through my fingers during this crucial negotiation phase. I am comfortable handling high volumes of calls as I maintain a friendly disposition and excellent follow-up system. Your project resonates with me because it's an opportunity to leverage my expertise not only in curating a list of potential candidates but also negotiating on your behalf. I have upheld stringent confidentiality standards throughout my career & I will treat your financial information with utmost care. Moreover, my technological proficiency grants me an edge when it comes to adapting to any provided script or utilizing software that will aid in gathering maximum information from each call. Choosing me for this challenge isn't just about picking an individual for a task; it's selecting a partner who'll give your business the attention it deserves. Let's navigate this journey towards a cost-effective solution together!
$30 USD in 7 days
0.0
0.0

With my vast experience in accounting and bookkeeping, I am confident in my ability to negotiate the best possible deal for your company's financial needs. The skills I possess will be integral in communicating with the various CPAs on your list and finding a suitable option that meets your requirements without breaking the bank. Moreover, my expertise in software such as QuickBooks Online equips me with an added advantage in analyzing and choosing the right option for your financial statements. My proficiency in customer service ensures that I will approach each CPA individually and engage with them professionally and courteously. I am willing to go above and beyond the minimum number of calls and contact even more firms if it means obtaining better responses and quotes for you. My goal is not just to save you money on this initial service, but also to ensure a competitive rate for future tasks involving quarterly reports and semi-annual filings. Lastly, I firmly believe in maintaining the privacy and confidentiality of all clients' financial information. As I prepare you for tax seasons or deal with other sensitive documents, you can rest assured that your data is secure in my hands. Let me simplify your financial journey by saving you time, stress, and most importantly - کoney! Peace of mind included!
$30 USD in 7 days
0.0
0.0

My friend, let me tell you why I'm the ideal candidate to handle your negotiating for CPA services. With two decades of experience, I've honed my negotiation skills and amassed a considerable network of financial professionals who can soothe your concerns over exorbitant costs. My extensive knowledge in accounting and tax management further enhance my abilities to find your company the most budget-friendly CPA option without compromising quality. Over the years, I've managed to draft mutually beneficial contracts with CPAs that have saved my clients tens of thousands of dollars while still delivering excellent service. I understand the importance of efficient communication and follow-up in financial matters, which are essential traits for this task. Thanks to my experience, I can confidently communicate the nuances of your project to these CPAs, enlightening them on the minimal work required, thus paving the way for some very competitive rates for you. Working together would be a brilliant opportunity for both parties; my expertise meets your requirements perfectly and perhaps we could establish a longer-term relationship as well. Let me leverage my skills to find the most cost-effective yet proficient CPA for your needs - meaning ongoing savings for you! Let's forge ahead in saving your business hundreds if not thousands as we maintain your high standard of compliance & detail in financial auditing and reporting!
$30 USD in 7 days
0.0
0.0

With my solid experience as a Virtual Assistant and extensive background in customer service, I am confident in my ability to handle your challenging project and achieve the results you desire. My aim is to help you steer through the hundreds of CPAs on your list and identify the most suitable candidate that can deliver on your financial statements auditing needs while also offering competitive rates. As an organized and efficient negotiator, I will leverage my adept communication skills to make contact with each individual or firm on your behalf, presenting a concise yet compelling pitch about your company and explaining the required work. Rest assured, I will follow up diligently with each one to effectively negotiate lower costs that align with your budget expectations. Additionally, my proficiency in tech tools crucial for tasks such as data entry, file organization, project coordination, and communication management will come in handy for streamlining the process. I'm already familiar with platforms like Trello, Asana, ClickUp, Google Workspace, Microsoft Office, Slack, Notion; making it easy for me to adapt to your working environment. Let's connect so that together we can get the best outcome from this project and potentially build an ongoing professional relationship.
$30 USD in 7 days
0.0
0.0

Hello! I would love to help you find the best and most cost-effective CPA option for your financial statement audit. With 3 years of solid experience in customer service and professional communication, I am fully equipped to handle your list smoothly and effectively. I excel at following scripts precisely, engaging warmly with international firms, and asking the right questions to gather accurate price quotes. I am well-organized, detail-oriented, and ready to start immediately. Looking forward to delivering exceptional results for you.
$15 USD in 7 days
0.0
0.0

Hi, I’m an experienced virtual assistant with strong skills in cold calling, lead generation, negotiation, research, and professional follow-ups. Through my work with Avenue Impact, a tech training company, I gained hands-on experience contacting prospects, explaining services, handling inquiries, following up with interested individuals, and guiding them through enrollment and payment processes. I can apply this experience to contacting your list of US CPA firms, introducing your company, requesting audit and ongoing accounting quotes, negotiating competitive rates, and following up with firms to secure the best options. I’m comfortable making 20–60 calls, recording responses, comparing quotes, and organizing the results in a clear spreadsheet for easy decision-making. I’m proactive, detail-oriented, and committed to delivering accurate results while maintaining professional communication. I’m ready to get started with your script and questions.
$50 USD in 10 days
0.0
0.0

Hi, I’m Anik, and I have over 4.5 years of experience in customer support and sales. I also hold a master's degree in English. I’m confident in my ability to find you the cheapest but realible CPA for your business. I have experience selling services in the USA market. I have worked as a Google Business Profile optimizer for small businesses in the USA. My job was to convince small business owners to optimize their Google Business Profile to grow their business. I have prior outbound experience and have all the required equipment, including a PC, headphones, and a quiet room. Although I don't live in the USA, I use a VoIP service to call people in the USA. If you want to know more about me, you can contact me via message and justify my abilities according to your needs. Looking forward to your response. Best regards, Anik.
$50 USD in 7 days
0.0
0.0

Hi Vikas, I have experience in email and chat support at Uber, Wipro, Teleperformance and L&T, handling high-volume queues and upset customers. My averages were 24 emails/hour, 13 chats/hour and a 4.5/5 CSAT.
$40 USD in 7 days
0.0
0.0

Hi, I’ve carefully reviewed your project, and I believe I’d be a strong fit because I can handle the project from concept through to final delivery while keeping quality, consistency, and communication as priorities. What I can bring to your project is: ✅ Relevant experience with similar projects ✅ Strong attention to detail and consistency ✅ Clear and reliable communication throughout the project ✅ A structured workflow to keep everything on schedule ✅ High-quality final deliverables that are ready to use ✅ Willingness to make revisions and work closely with your feedback If you’re looking for someone reliable, experienced, easy to work with, and genuinely focused on getting the project right, I’d be happy to work with you. I’m ready to get started and can discuss the next steps whenever you’re available. Kind Regards, Mikhail
$15 USD in 7 days
0.0
0.0

Results-driven Sales Professional and Account Executive with 10+ years of experience in business development, outbound sales, appointment setting, and client relationship management across telecommunications, tax advisory, and technology industries. Proven success generating revenue through high-volume prospecting, consultative selling, and relationship-driven account management. Recognized for consistently exceeding performance goals, building trust with decision-makers, and managing full sales cycles from lead generation through closing. Strong ability to thrive in fast-paced environments while maintaining excellent customer service and retention
$20 USD in 7 days
0.0
0.0

Hello, I’d be happy to take on your CPA outreach project. I’m steady on the phone, clear in conversation, and meticulous with details. I’m used to handling high‑volume business calls and gathering the exact information clients need without wasting time. I’m comfortable speaking with business owners, office managers, and service providers, and I keep every interaction professional and purposeful. I track each call carefully and organize the results in a clean, easy‑to‑read format so you can review everything at a glance. My background includes outbound calling for administrative support, quote requests, service verification, and follow‑up communication. I work efficiently, stay calm under pressure, and can complete 20–80 calls within a single workday without sacrificing accuracy. To keep the project straightforward for both of us, I request one milestone for the full job: Milestone: All calls completed + a fully organized summary report. This ensures the payment is secured in escrow before I begin, which protects both sides and keeps the workflow smooth. Once the milestone is funded, I can complete the calls and deliver the full report within 24 hours. I’d be happy to help you gather precise quotes and support your CPA service goals. Looking forward to working with you.
$25 USD in 7 days
0.0
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EVEN IF YOU DON'T HIRE ME, YOU'LL WALK AWAY WITH A FREE CONSULTATION. You need someone to contact 20-60 CPA firms across different states, deliver your pitch, and negotiate competitive rates for quarterly audits and filings. The two hardest parts are handling the volume of calls efficiently and securing quotes that actually undercut the fifteen-hundred-dollar baseline. Here's how I'd approach it: - Use your script and questions to conduct structured calls across your list, documenting responses systematically - Track pricing, services offered, and responsiveness to identify your strongest candidates - Follow up with top prospects to negotiate rates tied to your anticipated ongoing relationship I've successfully managed complex multi-step workflows and client communication on projects requiring attention to detail and follow-through, completing all work on time and on budget. Let me walk you through your options in a quick call first, no charge. Kind regards, Cornelius
$10 USD in 7 days
0.0
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