Marketing for Accountants and CPAs

Jump To:

Website Development and Internet Marketing


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.
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!
Robert Lawrence
Build your firm has been absolutely wonderful with website design and development. They take of all work and are happy to accommodate any changes necessary. They are prompt and friendly and it has been a pleasure working with them.
Lisa Carroll
Creating a website with Build Your Firm is simply a breeze. With their professional and helpful staff, you can achieve a custom looking website without needing to know coding or graphics software. You end up with a professionally designed website with all the right SEO elements to drive traffic to your site which results in higher quality leads. And, it requires less of your time so you can focus on what you do best, running your Accounting practice.
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.

See all Website Development and Internet Marketing reviews

Accounting Marketing 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.
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.
Brad Filmanowicz
What I loved about this program was it is a sales and marketing program. The marketing does a great job of landing good quality leads and the sales presentation shows you how to close the prospects. And you do not have to be a great salesperson to follow the system.
Oliver Plunkett
This was a good refresher for me as I enrolled in this course 5 years ago. Many of the topics were worth repeating now that I have a more mature but young practice. I signed up a new client today using BYF format.
Kitty Hang
I am intrigued by all that was said and how to market myself to our target clients. I definitely learned a lot and as I am starting my business, it will be beneficial and helpful in getting clients.

See all Accounting Marketing Program reviews

Accounting Practice Management Program


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

See all Accounting Practice Management Program reviews

Outsourced Marketing Program


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.
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!!

See all Outsourced Marketing Program reviews

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.
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.

See all Accounting Marketing Study From Home reviews

Free CPE Webinars


Edward Yousefian
It was great and informative. You should have more webinars like these. Thank you
Jia Chew
The webinar has been professionally conducted.
Brian Perry
Great ideas. Would like to do more extensive training when I can get the availability.
Barbara Maas
The content was quite relevant to our firm's situation.
David Vise
I found it interesting and useful

See all Free CPE Webinar reviews

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.