Testimonials

Starting A New Firm

I attended Build Your Firm's Level I program before officially opening my practice. I had one client at the time and was looking to transition from a stay-at-home mom. My biggest concern was marketing and selling my services. My original goal was $25,000.

After implementing the BYF program, we easily exceeded $100,000 in year one and expect to double our size in year two. BYF armed me with many tactics to market and develop my practice. What I also like is that once a strategy is in place, I use it continuously as the way I do business. I absolutely recommend BYF to CPAs, Accountants and bookkeepers.

Jelena Black from Los Angeles, CA

Established Firm

The results from this program have been FABULOUS! Our 10%+ growth objective was blown away. Our annual growth is 30%+ over the year-earlier period.

By following the BYF Practice Development program, we receive a steady flow of leads from the direct mail, telemarketing, internet and referrals. And the sales approach resonates with all types of businesses.

Marc Schnoll from Gainesville, FL

We both attended Build Your Firm’s Level I class in Detroit. We felt we needed the guidance, structure and most importantly, the experience that BYF offers on an ongoing basis with their Level II program.

So far, we have had success with implementing the BYF program to pick up business. The training pulls together the class and sets us up to succeed. We get to make the learning curve mistakes before getting in front of clients.

We have been able to get our practice up in running quicker as a result of taking the BYF program. We certainly could not have done this without the Level II program of Build Your Firm. [Listen to this Testimonial]

Keith and Tracie Matheney from Spokane, WA

This is Rich and I just finished the course. It was absolutely fantastic and well worth the money. Allan and Hugh were great instructors. The content was absolutely fantastic, especially the portion on Internet Marketing. I can’t wait to implement the ideas back in my practice.

Rich Yamaguma from Los Altos, CA

I want to say that the investment in your Level I program was the BEST INVESTMENT OF MY LIFE! The results have absolutely floored me. You told me, when I was groaning about the money and not being able to afford the program, that really I couldn't afford NOT to attend. That was an accurate assessment. Thank you again for helping me 'see the light' with regards to this program.

If I can be a referral for Build Your Firm, I will definitely sing your praises.

Ben Robinson from Buford, GA

BYF's Practice Development program has enabled me to market my practice to small businesses and draw them to my practice. Because the clients are expressing interest in my services, that puts me at ease when I ultimately meet with them. The BYF approach has enabled me to secure attractive fees for each client and gradually improve our hourly fee realization.

With their approach, my confidence has improved on appointments and enabled me to be selective in the types of clients for which I am looking.

Even after the workshop, I have used BYF for coaching and advice. They have been very responsive and supportive.

Curtis Johnson from Suwanee, GA

The class has been great and I am real excited that I attended. I wasn’t sure whether I could afford to do the class, but after being here, I realize that I couldn’t afford not to do the class. It was probably one of the best things I have done at this phase of my career.

David Otis from Waterford, MI

BYF's Practice Development program is everything they promised and has provided me with the tools to rapidly grow my practice from scratch, properly price our services, close new business with ease and operate efficiently.

As background, my practice is located in a rural part of Ohio, thus requiring my willingness to target my radius of new clients to 60 miles to include nearby commercial centers. However, with the tools provided by BYF, establishing clients within an hour's drive for the initial meeting is not a hardship. My resources to start a new practice are also limited. But with the support of my family and BYF's practice development program as our guide, my life and new practice have been transformed.

After five weeks of actively implementing BYF's program, I've acquired $72,000 in new business revenues, annualized. In just five weeks, I have acquired 24 business clients. With the selling approach that BYF provided me, my close ratio is now 77% and my confidence grows with each appointment.

BYF's program has provided me with the tools to quickly ramp up my practice while realizing an attractive hourly fee. Their process works. I am so glad that I attended BYF's program and highly recommend it to you.

Martha Hall from Geneva, OH

It was a pleasure meeting you and Allan at the Monterey workshop. I am excited and reenergized about my business! I look forward to working with your firm as we go forward with my practice development.

After over 40 years in practice, I feel like I’m starting a new practice! Not only is the marketing aspect well done but the business plan is something that I think will completely change the way I practice and will be of great benefit to my current clients as well as all the new clients I will be attracting with your marketing program.

Dick Thorsen from Monterey, CA

I attended Build Your Firm's Practice Development workshop to learn how to "market" our professional services firm (CPA, Legal and Management Consulting). Shortly after the workshop, I decided to test BYF's marketing capabilities by outsourcing our marketing to them.

After working with them for over one year, I am extremely satisfied and have acquired over $300,000 of new business. The Build Your Firm program has enabled us to acquire a diverse range of business clients. Some are small and others are large international clients.

With Build Your Firm's outsourced marketing program, we receive approximately 30 leads per month and close 3-5 clients per month. Their program has enabled us to keep our headcount low and rely on their expertise to generate leads for us.

I found Allan and Hugh to be extremely knowledgeable about marketing and practice development. I highly recommend BYF's Practice Development and Outsourced Marketing services.

Their program works!

Richard Barren from San Diego, CA

I really enjoyed your Practice Development program (Level 1).  I can say that this has been one of the best practice management and development classes that I attended.  When I came back to the office, I started to go through my existing client lists and identified clients that I think I can convert to the model that you introduced to us in the class.  I was able to convert two clients the first day back to my office, which was very encouraging.  I think the class has already paid for itself (first day back).  I look forward to working with you on your supplemental Outsourced Marketing programs. 

Bassim Michael from Fresno, CA

I've been in business for over 25 years. I am currently in the Level II program of Build Your Firm. I was looking for a personalized marketing program that I could partner with while managing my existing practice.

I felt an affinity of working with Allan because he is a CPA. He knows the pitfalls of real world experience with marketing and selling.

I've met my Level II revenue goals already. I expect to be way beyond that when I am finished with the program. I have continuous leads to follow up each week. The training program was exceptionally good.

Allan gave me good professional feedback. He and Hugh have encouraged me when I have problems along the way. That's what you need because if you don't have someone to help you, you will fall on your face with your own marketing program.

I'll continue to work with Build Your Firm because their system works.

Steve Press from Fort Lauderdale, FL

I needed to do something to improve the marketing of my accounting practice. The program at Build Your Firm offered me some of the ideas to improve the efficiency of marketing to my prospects that I had never considered before. They offered me ideas to plug gaps in the way I deliver my message to people that will make me more efficient in closing new prospect and getting those clients.

Joe Schmetzle from Silver Spring, MD

Since attending your practice development workshop several weeks ago, I’ve closed five business clients before the outsourced marketing even started. After outsourcing the marketing and lead generation to BYF, I am so overwheled right now.

The program has been VERY successful. I have hired one part-time staff person and looking for another temp now. I am so glad that I attended your program to take my practice to the next level.

Larry O'Dell from Winston Salem, NC