Marketing for Accountants and CPAs

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Accounting Marketing Program

Kurt Behrenfeld
Well done on every level! As a CPA for the last 30 years, both in public and private practice, this is one of the top courses I've taken in terms of getting substance from start to finish. Give me an ounce of concrete solutions over a pound of fluff any day!
Dario Zanichelli
I highly recommend this Marketing program if you want to aggressively grow your practice with small businesses.
David Rumsey
I found both Allan and Hugh to be outstanding leaders in their specialities. I learned a ton about internet marketing since I have started with your program. I believe my investment will payoff within the 12 month guarantee period if I follow the plan. I would suggest the program to anyone who wants to grow. I am looking forward to my website.
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.
Deborah Weir
My marketing has been going pretty good, I have to say that one of the main things I have gained from my experience with BYF is confidence in your business model, which gives me confidence in attracting new clients. I am particularly happy to be moving away from hourly billing towards monthly and quarterly billing. Helps smooth out the slow spots!

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Website Development and Internet Marketing

Cheryl Roeske
Very professional website and done quickly too. The support and advice given from Build Your Firm has been worthwhile, I would recommend this company very highly.
Sarah Winstead
James has been incredibly helpful and responsive to our website change requests. He is friendly & very knowledgeable about his field. He was able to give valuable input and translate our ideas into a design that makes our website stand out from the rest. Thank you!
Dana Stahl
Had been having troubles for months sending emails. Robin of BYF was able to analyze the situation & come up with a solution that solved the matter. (Not even ATT-my internet provider-was able to figure out what was wrong. Way to go, Robin!
Ronnie Darden
Robin and Dawn were very supportive and willing to answer any questions asked. They were very professional and responsive! Great team to work with!
Amy Thompson
Build Your Firm does an excellent job in terms of website development, SEO, customer service and integration with lots of great services via the website. They are always looking to add value and continue to offer ideas and ways to improve the processes for the CPA firm.

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Outsourced Marketing Program

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.
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!!
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.
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
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.

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Accounting Marketing Study From Home

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.
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.
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.

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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.
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.
Rex Draughn
The practice development program has been the best investment I have made since starting my practice.

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Free CPE Webinars

Brian Perry
Great ideas. Would like to do more extensive training when I can get the availability.
Barbara Neuman
timely and interesting
Paul Meyer
While you made some very good points about why client selection can influence your quality of business/life going forward, I though much of the presentation was focused on marketing issues.
Brian Stoner
Great information. Have put some of your ideas from this and other webinars into practice and have already gotten results.
Jeff Terry
It was very well organized and presented. The topic was very relevant to those in public accounting.

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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: