Marketing for Accountants and CPAs

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Accounting Marketing Program

BYF assists with any questions I have, and is always quick to respond. Their expertise and knowledge of the different areas of accounting practices in particular and business in general helps me make educated and informed decisions about running my own practice.
John Charles Roe
I attend the accounting marketing program in May 2007, and in less than one year I have added $100,000 in annualized billings using the BYF marketing services & products. I recommend BYF services to anyone that is serious about growing their practice. It works!
Toma Keller
For an accountant starting out this is a great basis on how to sell our services in a highly profitable manner. It takes the technical off the table and keeps it in the back office allowing you to sell the services and make a good living while you build and maintain your practice.
Orlando Ross
Mr. Allan Ratafia and Mr. Hugh Duffy were outstanding instructors/coaches. For the firm that I am working in, I will be responsible for most of the marketing and targeting business, in which both the owners gave very helpful instructions. We are looking forward to continuing working with the Build Your Firm organization and continually getting positive feedback and guidance from Hugh and Allan. Once again thanks!
Ronald Foudy
I have attended many marketing programs but BYF's has been the best. Their information is excellent and their materials helps put the whole marketing program together. I would recommend this to any CPA wanting to expand their practice.

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Website Development and Internet Marketing

Michael Dipede
Something I was originally skeptical about proved to be a smart move. BYF did a wonderful job on my website. They were very helpful and it was very easy. In the first month the site already covered the fees.
Joseph Belbol
It was a pleasure working with James and Build Your Firm to have my website redesigned. He was extremely responsive, timely, and patient. I highly recommend BYF for your website development.
Mike Manoloff
BYF’s Platinum Website service is great. The Secure File Sharing tool is a huge improvement over portals on the market. Clients get it and find it so easy to use. No problems with ePay. It works seamlessly. Clients pay us much quicker now and don’t need instructions on how to use.
Lorie Tola
Over the years we have relied heavily on the file transfer tool in the "old system". Our firm and clients have already started using the new tool and we are getting great feedback. It is far more robust, dependable and easier to use. We will rely on it to get us thru the October 15th deadline and into next years tax season.
Harold Montgomery
We have had great success with the website. Potential clients are calling. We have closed 80% of them.

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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
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.
Julio Garcia
I enrolled in the three-year Outsourced Marketing Program. I reached $254,000 in revenues over the last 12 months of the program in a down economy. I continued with the website and internet marketing program and grew 23% the first year after the Outsourced Marketing Program and over 40% the second year after.
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.
Ben Scott
Based on my experience with BYF’s Outsourced Marketing Program, I highly recommend this program. By working with BYF, I am pleased to report that I have met my growth goals over the first year and my outlook for 2009 is very positive despite the recession. With their system and guidance, I know what type of clients are right for me, how to run the practice efficiently, and how the leads will be generated for me. In a nutshell, the website is great and our search engine presence is impressive. By having a diversified marketing approach, we have a nice blend of leads coming from various sources each month. And, their practice management system enables us to operate the practice with a lean staff. This program delivers!!

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Accounting Marketing Study From Home

Marian Jacklich
The Accounting Marketing Program, excellent. I thoroughly enjoy having this material in advance of the live course as it gave me plenty of time to study and research specific points in the privacy of my office. In addition, I have the lecture which can be replayed whenever specific items come to my attention. The live course not only provided NASBA CPE, but had updated information and improvements. The DVD provided to me had certain technical limitations in playback, but overall was above average in quality, the notebook is useful. Be certain to evaluate templates independently for your own environment and practice.
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.
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.
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

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.
Rex Draughn
The practice development program has been the best investment I have made since starting my practice.
David Ricks
Very good, very practical approach and information. I agree very much with the objectives and am hopeful about the marketing results.
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!
Thomas Palm
Build Your Firm has provided our firm with the marketing help we needed to sustain our desired growth rate. Our dealings with them have been nothing short of outstanding.

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Free CPE Webinars

Jane Fojtik
I picked up some good marketing ideas from you. Thank you.
Jia Chew
The webinar has been professionally conducted.
Jia Chew
The materials presented are relevant and useful.
Barbara Maas
The content was quite relevant to our firm's situation.
Brian Perry
Great ideas. Would like to do more extensive training when I can get the availability.

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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: