Page 103 - Schooley Mitchell Marketing Manual

SCHOOLEY MITCHELL
MARKETING MANUAL
Referrals
Script
Client Accountant
Script
One of the values we provide is to ensure your financial advisors are aware of your cost-cutting measures. Could you please provide me with the name and address of your accountant so we can send them a quick summary of our findings?
Letter
(Date)
(Accountant First Name) (Accountant Last Name) Accounting Firm Name
Address
Address
Zip/Postal
Dear (Accountant’s First Name):
As part of our professional consulting assignment with our mutual client, (Client Name) we always make it a practice to keep you informed of the results of our work.
We know that one of your responsibilities with your clients is to ensure you are on top of their financial results on a regular basis so you can advise them in relation to profitability and in relation to their tax position as well.
To provide you a quick summary of what we do, we help our clients of all types to reduce their business ex- penses in a variety of areas. Through our analysis and recommendations, we have been able to reduce telecom expenses for (Client) by approximately $XXXX, and their merchant services processing costs by approximately $XXXX over the next three years.
Please let me know if you have any questions, or if you would like to discuss the methods of our analysis or any of our results for (Client).
Yours truly,
(Franchisee First Name) (Franchisee Last Name) Schooley Mitchell
Manual Revised: April 3 2025 Confidential
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