Page 102 - Schooley Mitchell Marketing Manual

SCHOOLEY MITCHELL
MARKETING MANUAL
Referrals
Centers of Influence
Paid Referral letter – Accountant
As part of our responsibility as your financial advisors, we are constantly researching methods to help you in- crease profitability in your business.
With that in mind, we have forged a relationship with a company called Schooley Mitchell. Their sole mandate is to help their clients reduce business expenses for things like merchant services, courier, waste, electronic logging devices, eSignature, fuel, facility supplies, office supplies, shipping and packaging supplies, less than truckload, software as a service, uniforms and linens, unified communications as a service, compressed gases and telecommunications.
The best part of their service is that they don’t charge any fees to you unless they identify savings for you. They don’t sell anything but are in fact independent and objective advisors just like we are in the field of accounting. In other words, their fees are completely self-funded from money they find for you to put into your bank ac- count. It is very likely that you are currently paying more to the various vendors than you should be paying and Schooley Mitchell helps you fix just that.
We are very excited to build this relationship so that we can help you reduce your costs. We view this as a meth- od of adding value to our relationship with you as your accountants. We are required to inform you by our CPA Association that if they do find savings for you that we will receive a fee of 5% of those savings from Schooley Mitchell. For three years you receive 50% of the savings you realize, Schooley Mitchell receives 45% of the savings and we receive 5% of the savings. After three years you receive 100% of the savings. In a sense we are helping you to pay for our own annual accounting fees and increase your profits every year.
If you decide to accept our recommendation to engage Schooley Mitchell to help reduce your costs, we will help them to understand your expenditures. They will gather the appropriate records directly from you and – us- ing their complex software tools, databases, and knowledge of the marketplace – will bring you recommenda- tions on how to reduce costs after analyzing your specific usage patterns. You have the final say on whether you want them to implement the recommendations, so you are always in control of the process.
I hope you accept this recommendation to have John Smith of Schooley Mitchell set up a short briefing with you to show you how the process will work and to discuss whether or not he feels he can help you reduce your operating costs.
Yours truly,
Manual Revised: April 3 2025 Confidential
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