Accountant Channel Quiz
Quiz by SMB Channel Sales Training
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- Q1
Which is NOT a service that accountants provide to their clients?
Insurance
Consulting
Tax Services
Auditing
30s - Q2
Who will you NOT find in an accounting firm?
Enrolled Agents
Bookkeepers
CPAs
Bankers
30s - Q3
Referrals from Accountants have the highest closing ratio.
truefalseTrue or False30s - Q4
Which resource allows accountants to access their clients payroll and HR data?
Tax Season Toolbox
Accountant Knowledge Center
Online HR Library
Accountant Headquarters
30s - Q5
Which resource allows accountants access to news trackers, hot topics, accountant tools and CPE credits?
Accountant Headquarters
Online HR Library
Tax Season Toolbox
Accountant Knowledge Center
30s - Q6
Which resource allows accountants immediate access to federal and state-specific payroll and retirement rate information
Accountant Knowledge Center
Accountant Headquarters
Tax Facts
Online HR Library
30s - Q7
What AICPA discount to we offer to accountant referrals?
1 month free & 6 month money back guarantee
20% payroll discount
Free lunch for the firm
3 months free
30s - Q8
CPAs can refer their clients to more than one payroll provider
truefalseTrue or False30s - Q9
Which tool in Salesforce will you use as you contact and profile your accounting firms?
Conquer Cadence
CPQ
Touchpoint
Conquer Voice
30s - Q10
Which is NOT a reason to schedule a follow up meeting with an accountant
To just pop in
To discuss a new accountant resource
To present a prescriptive topic
To follow up on a referral
30s