Case Study · International Tax & Accounting

Professional Services Go Global:
An International Tax Firm Closes Its First Deal in Month One

An international tax and accounting firm with over a decade in China chose not to build another overseas marketing team. Instead, it handed overseas lead generation to Singoo’s experts, used AI employees to support the business, and had management handle inquiries personally, closing its first deal in the very first month.

Industry: International tax consulting & corporate servicesTeam: About 30–50 peopleServices: AI Employees + Managed Overseas Marketing
A consultant in a business meeting with a client
Serving the China Market10+ Years

Serving foreign companies entering, operating in and exiting China

Team SizeAbout 30–50 People

A typical professional services team

First Deal ClosedMonth 1

First deal in the first month with Singoo

Overseas Marketing TeamNo Need to Build

Marketing handled by Singoo’s expert team

Client Background

An International Tax Firm with 10+ Years in China

This professional services firm has worked in the Chinese market for more than ten years, and its founder comes from a Big Four accounting firm. It offers foreign companies one-stop professional services, from entering China and operating there to exiting the market.

Unlike traditional manufacturing, international tax and accounting is a classic professional services business: high expertise barriers, high trust requirements, long engagements and high long-term customer value.

Accountants checking receipts and reports
International tax: high expertise barriers, high trust, high long-term customer value

One-Stop Services Across a Foreign Company’s Full Life Cycle in China

Entering China

Setup & Compliance

Foreign company registration, entity setup, market entry and compliance advice.

Operating in China

Tax, Accounting & HR Outsourcing

Outsourced accounting, tax advice, audit, HR and payroll management, and more.

Exiting China

Deregistration & Liquidation

Company deregistration, liquidation, tax handling and related exit services.

Before Singoo

On Google for 10+ Years, with Experience on Global CRM Platforms

Google

On Google Over 10 Years Ago

Some customers won through Google years ago are still major accounts today. In professional services, a single successful acquisition can bring more than a decade of ongoing business.

Digital

Seasoned in Digital Marketing

Having used well-known international CRM and marketing platforms, the firm has hands-on experience with marketing tools, customer management and digital systems. It cares most about whether a product is easy to use and truly serves the business.

Team

No Appetite for Another Overseas Marketing Team

Domestic marketing already had dedicated staff, so for overseas markets the firm wanted a lean setup: not just a tool, but a partner that also provides professional marketing services, letting the in-house team focus on client work and closing deals.

Why Singoo

An Easy-to-Use Product Plus a Professional Overseas Marketing Team

After learning about Singoo’s products and services, the client strongly endorsed the overall solution. Compared with platforms it had used before, it found Singoo simpler, more convenient, easier to learn and a better fit for how Chinese companies actually work.

The core reason: instead of buying yet another piece of software to figure out and run on its own, it chose an easy-to-use product backed by a professional overseas marketing team.

Five Reasons the Client Chose Singoo

Product Experience

Simpler to operate and quicker to learn, lowering the barrier for the team

Local Fit

A better understanding of how Chinese companies actually operate and manage

AI Employees

Sees real potential in AI for customer development, team collaboration and sales management

Expert Operations

Not just software, but professional overseas marketing services too

Headcount

No extra hiring, training or managing of an overseas marketing team

Highlights

AI Employees + Expert Operations + a Strong Sales Team

Overseas Lead Generation

An Expert Team Drives Lead Generation

Singoo’s expert team runs overseas marketing and customer development, reducing the need for in-house marketing staff.

AI Enablement

Actively Exploring AI Employees

The firm studied the features and use cases of AI employees in depth, exploring how AI can support customer development, business management and sales conversion.

Management Involvement

Partners Handle Inquiries Personally

A partner and the business director work on the project directly, personally handling overseas inquiries and client communication and treating every potential opportunity seriously.

Conversion

Top Account Managers Follow Up

Experienced account managers are assigned specifically to follow up on overseas inquiries and drive conversion.

Results

First Deal Closed in the First Month

Singoo Expert OperationsRuns overseas lead generation
AI EmployeesSupports customer development
Partner + Business DirectorHandle inquiries personally
Top Account ManagersHandle follow-up
Month OneFirst deal closed

Takeaways

Professional Services Firms Can Go Global Without Building a Marketing Team

For professional services firms in international tax, legal advice and corporate services, overseas growth takes more than marketing tools. It takes professional operations and an efficient way to convert clients.

Leave Marketing to the Experts

No need to build an overseas marketing team, so more resources go into the core business.

Make Full Use of AI Employees

Use AI tools to support the business and explore more efficient human–AI collaboration.

Let Your Best People Close

Management takes client conversations seriously and joins in, while top sales staff follow up on opportunities, playing to the core strengths of a professional services team.

Going Global from China · Choose Singoo

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Professional services going global: leave marketing to the pros.

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FAQ

Taking Professional Services Global? Questions You May Have

View More FAQs
Do professional services like international tax consulting suit overseas online lead generation?

Yes. This firm handed overseas lead generation to Singoo’s professional operations, used AI employees to support the business, had senior management handle inquiries personally, and closed its first deal in the first month. Professional services clients have high lifetime value, so one good lead can mean years of work.

Can we do this without building another overseas marketing team?

Yes. This firm didn’t build its own overseas marketing team; Singoo’s professional operations team handles overseas marketing and business development, while the in-house team focuses on its services and closing deals.

What can AI employees do in a professional services business?

Support business development, operations management and sales conversion. This firm studied the AI employees’ features and use cases in depth to find the best way for people and AI to work together. Learn about AI Sales Agent.

We’ve used international CRM and marketing platforms. Why choose Singoo?

This client’s reasons: it’s simpler to use and quicker to learn, it fits how Chinese companies work and manage, and it comes with professional overseas marketing operations, not just tools.

Who should handle inquiries to close more deals?

Here a partner and the business director handle inquiries personally, then assign strong team members to follow up. Professional services require a high level of trust, so senior involvement helps conversion.

Can other professional services, such as legal or corporate services, use this approach?

Yes, as a reference. Overseas growth for professional services firms needs not only marketing tools but also professional operations and an efficient conversion process; the specific plan depends on a business assessment.

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