How to network with US CPAs

Today, I will show you how to network with US CPAs so you can get accounting and bookkeeping work from them directly and do that work from India itself, or from wherever you are.

CPA Directory

Here is a CPA directory.

What should you write to a CPA so you get their attention and do not land in the junk inbox?

Send this message to 10 US CPAs:

Sample Message 1

Hi xyz,

I am sure you are exploring new ways to compete with large accounting firms that are offshoring a significant amount of work to lower-cost countries. You may also be feeling pressure from the rise of automation through expensive AI software. 

I can help you build a strong competitive advantage by combining AI and talent arbitrage to reduce your costs and improve your profitability significantly.

·        I can help automate your firm’s processes using AI so your work becomes more streamlined, your costs go down, and your profitability improves, without requiring you to spend large amounts on a consultant in the US. This can also help you take on more clients.

·        I can support you with accounting, compliance, and administrative work, as I understand US GAAP and tools such as Xero, QuickBooks, and Wave.

·        I can help set up an MIS system for your practice so you have a high-level view of key projects, current roadblocks, and critical tasks that should not be missed.

·        I can also support business development by helping you get invited to leading industry podcasts, strengthening your social media presence, and increasing your credibility with potential clients.

I believe you could start seeing results in as little as 3 weeks. 

All I want in return is a recommendation for my work on my profile. If you find my work useful, you may choose to give me remote freelance work at any amount, or not. I simply want an opportunity to help you using my skills.

 Just hit “Yes” if you are interested, and I will share a couple of time slots for a 15-minute Zoom meeting.

Super excited to hear from you.

Cheers,

<Your Name>

Alternative Message if You Do Not Yet Know US Accounting or Bookkeeping Work

Dear xyz,

I noticed that you <have a CPA firm> in Texas. I researched your <practice/firm> and identified a few ways in which you could improve your online profile.

Here is a possible list of 10 topics on which you can create video content:

<applicant to list the topics>

·        I can help with recording, editing, and producing videos on these topics and publishing them online in a way that generates maximum traction for you.

·        I can prepare a list of relevant YouTube channels, including their follower counts, and help you pursue collaborations with them to attract more attention.

·        I can also help you build a YouTube channel and attract thousands of viewers in the next 3 months. I have already helped 3 other professionals grow their YouTube following from x to y followers in 3 months.

·        I can help you for 1 month free of cost, after which you can decide whether you would like to compensate me for my time. I am pursuing a recognised course in bookkeeping and accounting in India, so I understand the US finance industry fairly well. Here are some of my articles on the US finance system:

<list of articles>

·        I can also help you organise a series of webinars or secure invitations for you to speak at other webinars or podcasts.

You do not have to write everything. Write only what you can genuinely do.

Of course, the more things you can do well, the more likely you are to deliver positive results for a wider range of clients, and the more value you can charge per client.

Since most people do not try this strategy, and because you have a major cost advantage, this approach can be highly effective.

Are you going to try this out?

Watch this video on how you can also use AI to start networking with US CPAs.

Why It Is Easier to Get Results with US CPAs Than with Indian Accountants

1.     They need to optimise costs to compete with large firms and the Big Four, which are already outsourcing to India, and their talent need is often more urgent.

2.     They can pay better, and the price advantage of working from India is extremely strong.

3.     They are generally more willing to invest in these activities compared with Indian CAs because of fewer restrictions on advertising.

But remember: getting a “yes” with such an email may not be very difficult, but you still need to deliver results to retain credibility and build your client base over time.