Marketing for Accountants and CPAs

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Accounting Marketing Program

John Lynch
You guys are excellent businessmen. You make it clear in the beginning that you are not about tax but building a firm. I think it is a very good program to teach one to build a certain type of business.
Scott Cavell
As an accounting firm that has been in business for 5 years, we were looking to create an effective marketing plan to ramp up our growth over the next 2 years. The Build Your Firm Accounting Marketing program provided a clear vision of how to develop and implement a plan that can be easily measured and maintained. I look forward to our growth as a result of implementing the program.
Mark Goodis
We took the full accounting marketing program (two sessions, each 1/2 day). We were more than surprised by the clear content and straight forward approach. We started marketing about a month after the course. The results of our efforts were excellent. We surpassed the $40,000 per year benchmark within 4 months.Nita Sabo was very helpful in showing us how to fine tune the program. To sum it up, this program works.
Thomas Judge
I have been a customer of Build Your Firm since the summer of 2008. I attended their marketing program and then signed up for their Internet web site. I also purchased their practice management series. They have performed above expectations in all areas we worked together. I consider them a partner in our marketing efforts. They are straight-forward, creative and can be depended on to get things done correctly. I recommend any accounting firm to utilize the services of Build Your Firm.
Gary Johnson
I attended the accounting marketing program in 2007 and it put $100,000 net (per year) into my pocket. After attending the program a second time, I will now realize an extra $500,000 in my pocket (per year). Guess I should have listened closer the first time around. I highly recommend this program.

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Website Development and Internet Marketing

Peter Marchiano, Jr.
"Now that tax season is over, I have reviewed my numbers and was very pleasantly surprised to see that my website earned my over $22,000 in gross revenue in 2013. I picked up eight new business clients and received four referrals from them for a total of 12 new business clients directly related to my website. I also picked up fourteen new individual clients and received four referrals from them. The revenue from the business clients totaled over $18,000 and I also received another $4K from individual tax returns. Not a bad return on a $1,000 investment. I also want to commend you on your outstanding customer service. Although, I don't contact you that often, when I do, Robin and Dawn handle my requests both promptly and courteously. Bottom line: Build Your Firm gets results and I highly recommend them. They are very professional and are just a nice group of people who I enjoy working with."
Josh Dixon
Build Your Firm did a great job creating my Pet Accounting niche website. ( They created a website better than I could have come up with myself. The best part was that our firm was able to bring in a new client from the website within 2 weeks of it going live, and we hadn't even started advertising yet. The client found us organically on Google, because of the SEO optimization that Build Your Firm had built in to the website. I couldn't be more pleased with the quality of the website, and the great customer service I received from all of the BYF staff. Thanks for doing such a great job!
Julia Shaw
Build Your Firm has provided us with stellar service in ALL areas. Particularly the website and development process has been a very seemless transition for us. The customer service is prompt and efficient. We are very happy and would recommend this firm to everyone.
Harold Montgomery
We have had great success with the website. Potential clients are calling. We have closed 80% of them.
Mark Orlando, San Diego, Ca

I recently upgraded to Platinum and really like the ePay payment processing.  I like the way it works.  It’s simple to track payments and reconcile them to the deposits in our bank account. 

I have been using the convenient link creation tool within ePay and added the live link to emailed invoices.  This speeds up payment and helps a lot. 

I really like the recurring billing feature in ePay for eCheck and credit cards.  This provides us with more control over when we get paid and eliminates the discussion about fees and when the check will get mailed to us.  Our goal is to get 90% of our clients onto ePay so our cash flow improves even further.  The days of waiting for checks to arrive in the mail are thankfully over.  

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Outsourced Marketing Program

J Marshall
Build Your Firm has an Outsourced Marketing Program which is outstanding. The team is very progessional and develops a comprehensive marketing program which identifies all aspects of where/how to find new clients. Recommend highly
Dario Zanichelli
I always concentrated my marketing efforts on one type of marketing. However, this program uses different types of marketing all working together simultaneously in an integrated environment, which has produced excellent results thus far. The internet marketing, which I was unfamiliar, was key. It brought my dinosaur marketing efforts into the 21st century.
Brad Filmanowicz
I just finished the Outsourced Marketing program for a year, it generated 170k. I immediately signed up for an extended term because I was extremely satisfied with the results and I loved working with Alan and Hugh.
Richard Reid
The Outsourced Marketing Program of Build Your Firm has been an incredible experience for me based on my first year participating in the program. The preparatory work by the website development team, the coaching by Allan and Hugh, the direct mail campaigns, and the periodic follow-up recommendations have all been very helpful to me as I have developed my CPA practice. I look forward to the remainder of the 3 years in the program. One area that has been a challenge for me has been the social media program, mostly because I have not had exposure to social media before now.
Katie Ihndris
Despite the terrible economy, I have managed to acquire over $150,000 in new business and at least 50 business clients in just 11 months. I am incredibly excited about our growth prospects over the next two years and confident that BYF’s Outsouce Marketing Program will propel my practice to even higher levels in 2009.

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Accounting Marketing Study From Home

Marc Rayner
The Accounting Marketing Program was pretty amazing.  You get so much more out of the interaction.  I definitely learned some great points that I hope to put into practice within the next couple of months. I have to move slowly since cash flow is a bit of an issue but the tools are great and points clear on what to do. I highly recommend Build Your Firm's Accounting Marketing Program to accountants looking to grow their practice.
Joseph Belbol
I took the study at home program several months ago and was impressed with the presentation.  Now after attending the live version, it really reinforced the ideas and methods that were presented to market and grow my practice.
Ken Lewellyn
Excellent material. Recommend following up with live program for full efffect.
Navjeet Chahal
I have been using BuildYourFirm for their Accountants Marketing, Website Development, and Practice Management. We use them for web marketing and got some quality leads that turned into well paying clients. Recently we implemented their mail campaign and the response was excellent. Just with one mail campaign, I landed couple well paying clients. We also bought their practice management and it helped me structure my firm to realize better profit margins and implement systems that are essential to our success. I highly recommend anyone considering using their services. Whether is marketing, practice management or their outsource marketing, you will be thrilled.
Mark Sizemore
The accounting marketing program was great. It was one of, if not the best, accounting education programs I have been too. The live discussion helped clarify and emphasize points out of the home study program.

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Accounting Practice Management Program

John Siebert
The tools presented have dramatically helped streamline our workflow management. We doubled our practice over a 12 month period since we began working with BYF. Using the concepts and tools presented in the practice management seminar, I've been able to handle the increased client load without needing to increase staff size. My staff is more productive, and my form is more profitable as a result.
Brad Filmanowicz
This was a great help to organize my practice. I loved the chronological system for client communications and managing workflow throughout the entire year. They provided email communications for each week of the year that gathers work, tells the client what is needed, and reminds them of deadlines, wow!
Rex Draughn
The practice development program has been the best investment I have made since starting my practice.
Katie Ihndris
I recommend the Practice Management program to ALL accountants. Implementing recommendations from this program has enabled me to streamline everything from work flow to billing and collections. Doing this has left me more time to focus on my clients and maintain a balanced lifestyle.
Jennie Bordeaux
This practice development program is a must, to go along with the accounting marketing program. It has an easy to implement, systematic approach to managing your practice. It gives you the tools to have your staff assist your clients in a consistent, professional, and efficient manner.

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Free CPE Webinars

Jia Chew
The webinar has been professionally conducted.
Kerry Johnson
Most of the information I had heard or learned from practice but still a good program. Glad I attended.
Brian Perry
Great ideas. Would like to do more extensive training when I can get the availability.
Edward Yousefian
It was great and informative. You should have more webinars like these. Thank you
Arthur Barrett
Your program gave 3 really good insights to how better manage my clients. I planning on rating the clients over the down-time of the next 30 days and even identified 1 client who was monthly and is now a shoe-box as a candidate to retrain. This was a good hour and well-spent.

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Build Your Firm, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding sponsors may be addressed to the National Registry of CPE sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: