CPA Alliance Appointment Setting Program

By | March 24, 2009


PT Marketing announces the return of its Annual CPA Alliance Appointment Setting Program. The program introduces Financial Service and Insurance Professionals to CPAs who have interest in forming strategic alliances to better serve their clients.

PITTSBURGH, PA (March 24, 2009) – For the 5th year, PT Marketing will offer the CPA Alliance Appointment Setting Program to financial services and insurance professionals.  This program is offered on a limited-time basis over the summer months and is designed to introduce members of the financial services industry to small and medium-sized CPA firms who are interested in creating strategic alliances to offer more products and services to their clients.

“As a financial services professional, CPA alliances have become an important component of my marketing plan to ensure the growth of my practice,” stated Robert Kulle of the Executive Benefit Alliance, PT client since 2007.  “PT Marketing’s CPA Alliance Program exceeded my expectations and as a direct result of the appointments, I have generated relationships that have directly impacted my practice.”

Historically, CPA firms existed almost exclusively to provide accounting, auditing and general tax services.  In today’s market, successful CPA firms have learned they must offer more than the basics to satisfy the needs of their clients.  If CPAs are concerned about helping clients meet their goals of wealth growth and preservation, they will have to offer many of the products that financial services and insurance professionals specialize in.

Harvey Pollack, PT’s CEO, added, “By creating these alliances, CPAs are able to offer additional services while forming a stronger bond with their clients and generating more revenue for their firm.  These alliances are successful for all parties involved.”

In addition to the CPA Alliance Appointment Setting Program, PT’s various programs are designed to schedule appointments with business owners and key decision makers regarding executive compensation, business succession, property & casualty, 401K plans and employee benefits.

PT Marketing provides advanced prospecting solutions exclusively for the financial services and insurance industry. These solutions are designed to build sales pipelines of qualified prospects by setting meetings solely with business owners or those involved in the decision-making process. Since 1992, PT has served nearly 1,000 insurance/financial services clients.  For more information, contact John Pojeta or visit

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