Marketing for Accountants and CPAs

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Accounting Marketing Program


Jeff Martin
Very well done.
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.
Jim Adkinson
I attended your last Accounting Marketing Program and just wanted to follow up. Thus far it has far exceeded my expectations. I opened my firm doors on Monday immediately after attending your program the prior Friday. I can gladly say that I have acquired approximately $17K in new business since then in less than 2 months. I am a likely candidate for a practice management course in the near future as the actual work flow is hampering my prospecting and sales process. Thanks again for the program.
Bernard Kiesel
Your accounting marketing program answered my question of how do I complete the service I do with the limited time we work on QuickBooks. The tax planning is the value to sell.
Bill Lilly
I think your approach to providing CPA's with just the right amount of practice management combined with how to market our practices was just what I needed. I learned a lot from both presenters on how to market my practice with some very valuable practice management procedures that should help me increase my gross revenues as well as the bottom line to me the owner.

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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."
Harold Montgomery
We have had great success with the website. Potential clients are calling. We have closed 80% of them.
Ronnie Darden
James was very patient, knowledgeable and helpful in assisting me. He also followed up as he indicated he would. Excellent employee!
Sher Binesh
James Bowen was very helpful with my tech related question. Robin Nerkowski has also been very helpful to me in the past. Lastly Nita Sabo is always very helpful. All of the above-mentioned staff are truly a pleasure to work with. Thanks for having a great staff.
Frank Haarlander
Using BYF for our website development was one of the best marketing decisions we ever made. BYF has vastly improved our SEO. More importantly, BYF is always there when we need them, whether it be for a website technical issue, a marketing question, or a general marketing question. When we ask a prospect how they found us, it usually is because of an Internet search where we were listed at t he top of the page.

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Outsourced Marketing Program


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!!
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.
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.
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.
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


Ken Lewellyn
Excellent material. Recommend following up with live program for full efffect.
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.
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.
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.
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


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.
Dario Zanichelli
One of the best practice management programs I have used in the 16 years that I have been a practicing CPA. I was skeptical at first, as most accountants are, however I became a believer. After my first month of implementing the program, I attained 5 new business clients and only 1/3 of its workload. I now have a new hope and I actually look forward to going into work for the first time in many years.
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.

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Free CPE Webinars


Brian Perry
Great ideas. Would like to do more extensive training when I can get the availability.
Adam Bush
Well organized, the site works - and when there are issues, they're addressed quickly. The login process is quick & easy. One of the better webinar options I've encountered over the years. Good information, easy to follow & implement.
Barbara Neuman
timely and interesting
Rosie Lucas
Very good information.
Jane Fojtik
Very informative--I appreciate learning more about marketing. Thank you.

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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: www.nasba.org.