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How does this work ?

“getting new clients tops [accountants’] list of


concerns”
-- Sage Survey 2011, “What Keeps Accountants Up at Night”

© 2010 Teaspiller, LLC.® -- Confidential


The more client ratings, the more
leads Teaspiller will send you.

© 2010 TEASPILLER® -- Confidential 2


Get more client reviews 3 ways …
Ask your current clients.
Your free Teaspiller profile
will give you a link to send
to current clients.

Respond to leads with


Teaspiller quotes.
Convert leads into clients.
At payment, the client will
be required to leave a
review (and ask friends for
referrals).

Add your current clients


to Teaspiller.
Send quotes, share files,
invoice, and payments
through Teaspiller. We’ll
guarantee your client leaves
you a review.
© 2010 TEASPILLER® -- Confidential 3
TEASPILLER DEMO

WHAT DOES THE CLIENT SEE

© 2010 TEASPILLER® -- Confidential 4


A client asks for a quote from
you.

© 2010 TEASPILLER® -- Confidential 5


Step 1: Client reviews your initial
estimated quote.

© 2010 TEASPILLER® -- Confidential 6


Step 2: Client securely share files
& data.

© 2010 TEASPILLER® -- Confidential 7


Step 3: Client gets a final invoice
and pays before work is released.

© 2010 TEASPILLER® -- Confidential 8


Client leaves a review, insuring
more leads and referrals for you.

© 2010 TEASPILLER® -- Confidential 9


My Account – Client’s View

© 2010 TEASPILLER® -- Confidential 10


My Account – Accountant’s View

© 2010 TEASPILLER® -- Confidential 11


How do we compare?

Happier Clients.
More visibility into an accountant’s background and
more accountability throughout the client-
engagement.

Happier Accountants.
Digitizes referrals and guarantees more leads
(across the country).
© 2010 TEASPILLER® -- Confidential 12

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