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Accountant Channel Quiz

Quiz by SMB Channel Sales Training

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10 questions
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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.

    true
    false
    True or False
    30s
  • 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

    true
    false
    True or False
    30s
  • 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

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