Marketing for Accountants and CPAs

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Accounting Marketing Program


John Charles Roe
Great job.  I really like the format.  Good refresher/energizer for me.  Thanks a million.
Avo Asdourian
I am glad I found you. I am more confident and picked up a lot of great ideas. When I decided to go on my own it was a journey without guidance. I am great as a Tax adviser but marketing is a new world for me. I am no longer traveling the dark path I have BYF GPS guiding me a very successful future. Thank you very much and I also would like to complement on how great your staff has been with the support I received with my website. Thank you Nita, Robin, Dawn.
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.
Ken Brown
The program was excellent. It hit all of the keys areas I was interested in and confirmed much of what I have been trying to do. I can't wait to get started with the outsource marketing 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.

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Website Development and Internet Marketing


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!
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."
Marion Kopin
Jamesn Bowen has provide us with excellent service in every step of his involvement of our website development. He is an excellent communicator, polite and proficient in what he does.
Bryan Sorenson
We upgraded to BYF’s Platinum service. We will consolidate the number of vendors for credit card and ACH processing and go with BYF’s ePay solution. Fewer vendors and lower costs. The Upcharge feature will offset credit card processing fees. The embed tool is easy to use and clients pay us without much effort on our part. We recently watched the Secure File Sharing webinar and started using the new system. It is great! Our clients really like it. It is very user friendly.
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.

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Outsourced Marketing Program


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.
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.
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.

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Accounting Marketing Study From Home


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.
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.
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.
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.

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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.
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.
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!
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


Jeff Terry
It was very well organized and presented. For public accountants, the topic was very relevant.
Brian Stoner
Great information. Have put some of your ideas from this and other webinars into practice and have already gotten results.
Jane Fojtik
I picked up some good marketing ideas from you. Thank you.
Gary Aljoe
The webinar was very informative.
Margaret Caezza
This was very well presented.

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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.