We Handle Your Lead Generation | You Close the Business

This program is designed so you do not have to personally manage the marketing and lead generation for your accounting practice. Instead, Build Your Firm does this on your behalf, customized for your firm. This program provides the structure, training and support for acquiring new business in a controlled manner over three years.

The program is NOT about developing a large practice with lots of staff and average profit margins. Instead, it’s about steady growth, improved bottom line profit margins, and the assurance of knowing you have a modern marketing system that is always turned on and working for you.

With Build Your Firm's Outsourced Marketing Program, we will also teach you key methods for closing and pricing business, essential practice management techniques, how to retain clients longer, and will help you develop or expand a niche for your practice. We also deliver one on one customized training to assure you are ready to hit the ground running and close new business when the leads begin to stream in. We evaluate your specific practice, geography and growth industries in your area to ensure that you are growing properly.

In Order to Proceed Either:
1) Complete Our Questionnaire
 
2) Or call our offices 888-999-9800 x156 and speak with Nita Sabo.

How it works | Benefits | 1-on-1 Training

Our program is a comprehensive system that is more like a three year partnership. It works for accounting firms in the right marketplace who are adequately financed to invest in the practice.

The program is not for everyone. You need to be in a sustainable market, have effective communication skills and be willing to build your firm over a three year period. It’s not a short-cut program to riches, rather steady and secure.

Our clients in this program typically acquire $150,000 to $300,000 in new business over three years at a price which is half the price of acquiring an existing practice. Target goals vary by geographical location. We will provide you with a tailored goal analysis of your market after you complete the outsourced marketing application.

Benefits

• Outsourced marketing to Build Your Firm so you do not have to personally manage the marketing and lead generation for your practice. Leads come in, you close them.
• Assurance of knowing your marketing gets done EVERY month.
• Acquire $150,000 to $300,000 in new business over three years at a price which is half the price of acquiring an existing practice. Target goals vary by geographical location.
• Develop marketing methods specific to your practice and modify as needed.
• Improved profit margins that are typically double the industry average.
• Lower your risk of failure.
• Higher hourly fee realization (above $200 per hour).
• Operate the practice with less stress (balanced lifestyle).
• Guidance and support so you can to develop a niche in your practice.

Training

You will receive extensive one on one training from our President, Allan Ratafia, CPA on critical matters so you can close new business and manage it effectively. Many people tell us that the training was critical to their long term success. All training is conveniently scheduled and delivered in a manner consistent with how you will interact with prospects and clients. It is not a time drain on you, rather something you will look forward to. 

Training expands on our Accounting Marketing Program and includes, but not limited to, the following:

• Practice management
• Communicating the True Value of your services
• Client selection
• Determining whether a client is worth pursuing
• Closing clients with and without an in-person meeting
• Remote closing techniques
• Accounting agreements
• Entity selection
• Running your firm like a business, not a job

In Order to Proceed Either:
1) Complete Our Questionnaire
 
2) Or call our offices 888-999-9800 x156 and speak with Nita Sabo.

Investment in Yourself and Your Future

In order to be successful, our program requires the correct mindset. There are no shortcuts to building a firm. It requires commitment, organization and an investment in yourself. The payback is huge: You own a practice at 50% of the cost to acquire a like-sized practice, with younger clients that are molded to fit your style, creating large efficiencies and longer retention rates. Plus the quality of the practice, clients and your lifestyle can be far superior. Your practice will also command a higher sales multiple because your profit margins are higher than most accounting firms. 

For Example:

If your new revenues target is $200,000, it would normally cost you around $250,000 ($200k x 1.25) to purchase such a practice with $50,000 down and monthly payments $6,085 over 3 years at 6%. Alternatively, if you build such a practice using our program, it will cost you $7,500 down and monthly payments of around $3,400, including all marketing, training and consulting costs (all in). That’s almost 50% less. See chart below for graphical illustration.

For your practice, we will deliver a custom analysis with new business targets and the related monthly cost, based off your specific scenario. Simply complete our online application, or call our offices 888-999-9800 x156 and speak with Nita Sabo. 

Building vs Buying
$200,000 Target Revenues Illustration

In Order to Proceed Either:
1) Complete Our Questionnaire
 
2) Or call our offices 888-999-9800 x156 and speak with Nita Sabo.

Simple Steps to Get Started

If you are interested in being part of the Build Your Firm Outsourced Marketing Program, these are the next steps:

1)    Complete our online application, or call our offices 888-999-9800 x156 and speak with Nita Sabo.

2)    Once your application is submitted, we will contact you to discuss your specific scenario and the new business targets we feel are appropriate given your situation.

3)    If you are accepted into the program, you will conveniently schedule one on one training with our President, Allan Ratafia, CPA on critical matters so you can close new business and manage it effectively. All training is performed over the phone and internet – very efficient and effective.

4)    During the time you are training with Allan, your marketing program will be set up and ready to be launched. Naturally your program will be tailored to capture clients suitable to your style.

5)    Once training is complete, we will kick off your marketing programs and leads will begin to stream in. You will be well versed on how to close and manage this business.

6)    We will monitor and tweak your program as needed throughout its duration.

In Order to Proceed Either:
1) Complete Our Questionnaire
 
2) Or call our offices 888-999-9800 x156 and speak with Nita Sabo.

Should I Build My Firm or Buy Someone Else’s?

If you want immediacy, then buying a practice will provide you with an infusion of clients. However, the price will be higher and the quality of the clients and practice is often lower. Often overlooked is the added ongoing administrative burdens and costs of transitioning someone else’s practice to you.

Many prospective buyers have a false sense of security associated with buying another person’s practice. Often, accountants who sell their practice tend to have older clients that are closer to retirement, which means you will retain them as a business client for fewer years. Plus those clients are loyal to the seller, not you, further decreasing retention.

Here are the key differences of buying versus building.

In Order to Proceed Either:
1) Complete Our Questionnaire
 
2) Or call our offices 888-999-9800 x156 and speak with Nita Sabo.

Outsourced Marketing vs. Other Practice Development

Other practice development programs focus on growing top line revenues only, without regard to cost, practice efficiencies, quality of clients, retention, or quality of life. Our program is about developing a long term accounting “business,” not a “job.” We understand the dynamics of running an accounting practice because our President, Allan Ratafia is a practicing CPA who deals with many of the same issues that you do.

Other practice development programs are heavily reliant on cold call telemarketing for lead generation. This method was effective 20+ years ago, however, this approach is very expensive and seldom effective anymore. Since prospects are not contacting you to do business (you are calling them), cold call telemarketing produces prospects are more price sensitive, much harder to close, and harder to retain. As a result, the ROI from telemarketing is lower than the modern marketing system that Build Your Firm provides in the Outsourced Marketing Program.

Our program relies on inbound marketing methods, which persuade the prospect to call your office. As a result, the prospect is motivated and much easier to close. In fact, the process is so easy that you will be able sell your services on the phone, and avoid hiring a costly sales representative.

In Order to Proceed Either:
1) Complete Our Questionnaire
 
2) Or call our offices 888-999-9800 x156 and speak with Nita Sabo.