← Basis
Basis role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI agents that do accounting work like bookkeeping, tax and audit tasks, so accountants can review instead of doing the work.
Who you'd be calling
Managing partners, practice leaders and operations heads at mid-sized accounting firms.
Your opener
“Hi [Name], this is [You] from Basis. I know it's a cold call, so thanks for picking up. We build AI that does accounting prep work so your team can focus on review. Mind if I ask how you're handling capacity right now?”
Problems you solve for them
- Not enough accountants, so firms can't take on more clients
- Staff spend hours on repetitive prep work
- Busy season burnout and slow turnaround
Discovery questions to ask
- How much of your team's time goes to prep work versus review?
- Are you turning away clients or work because of capacity?
- Have you tried any AI tools yet, and how did that go?
Objections they'll throw at you
“I'm busy right now.”
→ Understood, I know it's a demanding time of year for firms. Can we find 15 minutes next week at a calmer moment?
“We're not interested.”
→ Fair enough. Just one question: is hiring enough accountants getting any easier for you?
“We already use AI or software for that.”
→ Great, you're ahead of many firms. What work does it cover, and what still lands on your team?
“Send me an email.”
→ Sure. So it's relevant, are you more focused on tax, audit, or advisory and bookkeeping work?
Interview tips for this company
- Learn accounting-firm basics: CAS (client advisory services), tax, audit, busy season, and what a 'reviewer' does.
- Expect skepticism about AI accuracy. Prepare a calm answer about humans staying in control of review.
Written from public information about Basis to help you practice. Ask an insider what their role play looked like; it's the best prep there is.