Marketing for Accountants and CPAs

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Accounting Marketing Program


Doug Mcdougal
The Accounting Marketing Program was great. I picked up a lot on how to identify targets and make the initial approach. Once in, I am really good at closing the sale. The course also gave me confidence to talk to the owners of the businesses that I frequent. For example, I asked to meet the owner of a restaurant where my wife and I ate lunch today. I know who his CPA is, and I also know that the guy charges way too much for his services. I operate on the premise of not being overbearing, and your program fits my personality. The pricing matrix was good as well. It made a lot of sense on how to work with small businesses to help them as they grow.
Jim Mcclean
As a lead into the direct marketing Outsouce Marketing Program it is a good tool. I got a lot out of this course but have to reread all of the material to fully absorb it.
David Ricks
Very good, very practical approach and information. I agree very much with the objectives and am hopeful about the marketing results.
Thomas Judge
I have been a customer of Build Your Firm since the summer of 2008. I attended their marketing program and then signed up for their Internet web site. I also purchased their practice management series. They have performed above expectations in all areas we worked together. I consider them a partner in our marketing efforts. They are straight-forward, creative and can be depended on to get things done correctly. I recommend any accounting firm to utilize the services of Build Your Firm.
David Barnes
The information provided in the seminar was timely and helpful. The presenters make a strong case for CPAs changing from hourly billing to fee-for-service billing and provide concrete examples of how the system can work. They also include useful hand outs which can be adapted and used in any practice.

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Website Development and Internet Marketing


Josh Dixon
Build Your Firm did a great job creating my Pet Accounting niche website. (www.petaccounting.com) They created a website better than I could have come up with myself. The best part was that our firm was able to bring in a new client from the website within 2 weeks of it going live, and we hadn't even started advertising yet. The client found us organically on Google, because of the SEO optimization that Build Your Firm had built in to the website. I couldn't be more pleased with the quality of the website, and the great customer service I received from all of the BYF staff. Thanks for doing such a great job!
Sarika Agarwal
I had a wonderful experience working with Build Your Firm Group, esp James Bowen. He is very professional and is very good at what he does. I am very satisfied with my website and look forward to try their other marketing products in future.
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.
Ronnie Darden
James was very patient, knowledgeable and helpful in assisting me. He also followed up as he indicated he would. Excellent employee!
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!

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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.
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
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.
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


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


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.
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.
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.
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.

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Free CPE Webinars


Sandra Crawford
Excellent presentation - good ideas with lots of detail
Jia Chew
The webinar has been professionally conducted.
Arthur Barrett
Your program gave 3 really good insights to how better manage my clients. I planning on rating the clients over the down-time of the next 30 days and even identified 1 client who was monthly and is now a shoe-box as a candidate to retrain. This was a good hour and well-spent.
Rosie Lucas
Very good information.
Gary Aljoe
The webinar was very informative.

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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.