Marketing for Accountants and CPAs

Strategic Partner Network

Build Your Firm partners with industry leaders whose products and services can deliver comprehensive and complimentary business solutions to your practice so you can achieve a quick return on investment and a competitive advantage.

Our Partners

 

BizFilings makes incorporations and formationseasy for accountants to do. BizFilings has partnered with Build Your Firm so accountants within the BYF network can receive special pricing and services not available to others. BizFilings professionally forms corporations, limited liability companies (LLCs), and nonprofits and provides registered agent services. Rush incorporation services makes it possible to file a corporation or LLC in as little as 24 hours. Their registered agent services are superior.Click hereor contact Tim Jensen at 800-981-7183, X-1267603 and reference discount code CP 1830, to earn the BYF discount.

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We have a strategic partnership withCloud9 Real Timefor Build Your Firm customers. Cloud9 Real Time is an Accredited Managed Service Provider delivering dynamic Cloud Solutions for anytime, anywhere access to applications, data and exchange services in one central location. In addition, Cloud9 Real Time offers QuickBooks hosting as well as custom virtual server creation.

Build Your Firm customers will receive a 10% discount. Please call (888) 869-0076 or emailsales@cloud9realtime.comto get started. Mention you are a Build Your Firm customer to receive your discount.

EFT Network is a provider of innovative ACH and check processing solutions that manage, support, and speed the processing and clearing of funds for financial institutions, and various corporations located throughout the United States, allowing financial institutions and corporations to benefit from electronic check processing. Contact Alex Bacon at 800-492-2794, X-650 and reference BYF.

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At Lincoln Financial Advisors, the retail distribution arm of Lincoln Financial Group, we are passionately committed to strategic partnerships. Within out network of more than 8000 affiliated planners and producers across Lincoln Financial Network, exists a core group of like-minded advisors who have dedicated their business practices to partnering with other trusted professional advisors - for more than 60 years. They invest the time required to understand their partners vision, values and goals and create a plan of action to help them achieve success. We view you as our client and see our role as enhancing your relationships with your clients, to create new revenue sources, drive growth and help replicate your ideal clients through systematic referrals.

Our overriding philosophy – the one that uniquely defines the way we do business – is “Serve First, Last and Always.” The essence of this philosophy is that in all client engagements, regardless of the circumstances, we are committed to do whatever is required to get you to take whatever actions are necessary to put your clients financial affairs in order.

Lincoln Financial Network is the marketing name for Lincoln Financial Services Corporation and Lincoln Financial Advisors Corp., affiliates of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. CRN 201304-2079638


As a Build Your Firm-Paychex partner, your referred clients are eligible for unique benefits and discounts – through Paychex’ AICPA and NAEA partnerships, including special pricing and money-back guarantees. Learn more about how to take advantage of these benefits athttp://www.paychex.com/accounting-professionals/partners/. Any questions: 1-800-322-7292.


We have a strategic partnership with Citrix ShareFile, a leading provider of secure file sharing services for accounting firms, to provide a discount to BYF website clients.

Over 4,000 accounting firms trust ShareFile for Accountants to transfer and store confidential tax, accounting and bookkeeping files. Not only is ShareFile totally secure, it’s simple to use and flexible allowing accounting firms to share sensitive and large documents securely via a custom branded portal, or directly through email with plugins for Microsoft Outlook.

If you are an existing BYF client, please call our office at 888-999-9800 to request a personalized demonstration and lifetime 10% discount on ShareFile.

If you are new to BYF, there are attractive discounts available to BYF website clients. Please call our office at 888-999-9800 to learn more

 


We have a strategic partnership with Thomson Reuters Tax & Accounting, a leading provider of integrated tax software services, to provide three customized software bundles to help you run your practice better using the BYF workflow approach.These bundles come with reduced price points and discounts for BYF clients.

Free Demonstrations– Thomson will provide live web presentations specifically for BYF clients to demonstrate how they support the recommended BYF workflow process.

To request a free demonstration and/or to qualify for discounted software pricing,please click here and complete the form. Then fax the form to 203-318-1162 and a Thomson representative will be contacting you soon.Do notcontact Thomson directly as the discounts will not apply.

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Become a Strategic Partner

Our strategic partnership program is designed to match our clients with the products and services that are necessary to support a growing and thriving accounting practice. We work with accounting professionals across the country who rely on us for advice and recommedations for the best way to grow their accounting practice.

When you partner with Build Your Firm, we can help deliver exceptional brand exposure, and provide a unique opportunity for your product or service to be among those considered by this highly targeted audience of accounting industry professionals. To that end, we actively counsel our clients about the benefits of working with the complimentary products and services offered by our trusted partners.

For more information about our Strategic Partnership opportunities, please contact Hugh Duffy athugh@buildyourfirm.comor 888-999-9800, X- 151