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Reviews

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Accounting Marketing Program


Kurt Behrenfeld
5 Stars
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!
Victor Delerme
5 Stars
I have a new accounting practice and did this program to quickly grow my practice. Both instructors were knowledgeable and informative. I would not change any part of the Program, it was excellent and delivered what was promised. After attending, BYF has encouraged me to implement the marketing program. I am shocked at the response I am receiving immediately after implementing what BYF recommended and now realize that I should have done this program earlier. BYF really delivers.
Navjeet Chahal
5 Stars
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.
Herschel Omohundro
5 Stars
I enjoyed the program. It gave me a lot of good ideas. I have been practicing for a long time. My structure is different. Billing quarterly would be a time saver. We do a lot of writeup, payroll, and small business consulting. I want to get more knowledgeable about internet marketing so that I can have a constant flow of new business. It makes sense to work on your business and let your staff be the technicians. Thank you!
Gary Johnson
5 Stars
I did the accounting marketing program in 2007 and it put $100,000 net (per year) into my pocket. After refreshing the program a second time, I will now realize an extra $500,000 in my pocket (per year). Guess I should have listened closer the first time around. I highly recommend this program.

Practice Management Program


Katie Ihndris
5 Stars
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.
Jennie Bordeaux
5 Stars
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.
Katie Ihndris
5 Stars
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.
John Siebert
5 Stars
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
5 Stars
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.

Art of Closing and Keeping Clients + Coaching


Chris Brown
5 Stars
Allan has a great deal of knowledge based on years of experience. Just to “hear” how he would handle things is the highlight. It is great to see another’s perspective on how to go about obtaining clients, and what to emphasize.
Bob Gomez
5 Stars
Other accountants can significantly benefit from this program. If an accountant is able to digest the personal coaching and therefore focus on communicating their underlying value to the client and prospect, they will be more successful than if they continue to focus on their technical skills. The personalized role playing is the most important part of the 1x1 coaching.
Don Musselman
5 Stars
The role playing and the Appointment Profile template reinforcement are very helpful as you are able to easily teach the worth of the simple approach to selling the value of our expertise to potential clients. As the training sessions progressed by using different client scenarios my confidence increased, as I was able to deliver what the client wants to hear. Personally, your enthusiasm, confidence and desire to provide a path to success for your clients are traits that ensure your program will continue to be a valuable tool to anyone seeking to grow the size and value of their business.
Lauren Rosson
5 Stars
I believe accountants need lots of training on closing business and rainmaking isn't taught anywhere else, so this was very unique helpful for my specific circumstances. The precise wording and timing in the role playing on pricing my services was the most helpful, I find that to be the hardest when dealing with clients, but I feel much better about it now.
Mark Sizemore
5 Stars
The 1-on- 1 Coaching System takes the Build Your Firm program to another level. It makes them live and relatable. I have used the BYF system for several years and had reasonable success but never really understood how to pull together the most salient points in consultations with small business owners. The roleplaying was the most effective part because it forces you to implement the concepts and you struggle in a non-threatening situation. I highly recommend this coaching system.

Outsourced Marketing Program


Brad Filmanowicz
5 Stars
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.
John Charles Roe
5 Stars

I have been a BYF client for 8 years. I think it is a Great program. My only regret is that I didn't find them when I first opened my business in 2002.

Richard Reid
5 Stars
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.
J Marshall
5 Stars
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
Ben Scott
5 Stars
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!!

Premier Website


Peter Marchiano, Jr.
5 Stars
"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."
Bryan Sorenson
5 Stars
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.
Mark Orlando, San Diego, Ca
5 Stars
I recently upgraded to Platinum and really like the ePay payment processing.  I like the way it works.  It’s simple to track payments and reconcile them to the deposits in our bank account.  I have been using the convenient link creation tool within ePay and added the live link to emailed invoices.  This speeds up payment and helps a lot.  I really like the recurring billing feature in ePay for eCheck and credit cards.  This provides us with more control over when we get paid and eliminates the discussion about fees and when the check will get mailed to us.  Our goal is to get 90% of our clients onto ePay so our cash flow improves even further.  The days of waiting for checks to arrive in the mail are thankfully over.
Michelle Montgomery
5 Stars
Thank you to Build Your Firm. I now have a dynamic site that highlights my specialties. If I request even a small change, my team is very responsive and willing to serve. After implementing the local search optimization guidelines, my list of prospects increased significantly. Many told me that they were looking for a CPA and "found me on the web". The website really does pay for itself!
Lisa Carroll
5 Stars
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.

Niche Website


Bob Kilkenny
5 Stars
A guy with big IRS problems called me yesterday because my web site hosted by BYF popped up first in his Google search. He signed up to have me get the IRS off his back AND I am now the CPA for his restaurant. That’s $3000 now and about $3000 per year that I did not expect. Thanks BYF!!!
Lee Pennington
5 Stars
Love the website design. Looks fantastic. Thanks for all your help. You really made the process very easy.
Kathy Spitz
5 Stars
Build Your Firm recently built a niche site for us and it has been working wonders. BYF did our primary site about 3 years ago and working with Robin and her counterparts was a great experience. The guidance given and patience shown as we went through the building of the site was terriffic. When we decided to build another site there was never any doubt that we would ask BYF to provide the site. I think BYF continues to grow as a company when it comes to client services and I appreciate the support behind the contract.
Jon Bell
5 Stars
Build Your Firm developed my website nearly three years ago. From the start, I have been incredibly happy with the results. The site constantly delivers consistent quality leads to my practice, and based on the results, I have recently added a second niche website . Now when someone calls me about how they can build a better website or boost my rankings, I can confidently say thanks but no thanks! I will be a loyal Build Your Firm client for as long as I am blessed to be in practice!
Ralf Heyer
5 Stars
BYF developed a niche website for our firm a little over a year ago. I am proud to say that this year we have received various referrals directly from the site. We are very pleased with all their professionals and work. Thank you!

Custom Website


Gianna Nguyen
5 Stars
The team and I wanted to send you and BYF a huge thank you for all the hard work and patience through this whole process. We are really happy with the website and hope that you share in our excitement. You have been especially wonderful and open with us, and we really do appreciate all of that on your end.
Mark Bailey
5 Stars
From the initial design process through implementation and maintenance, BYF has exceeded my expectations. The professional guidance we have received from everyone has been exemplary. Ture professionals with a great sense of service. I would recommend and endorse BYF unconditionally.

Webinar


Teddy Decker
5 Stars
This was a very informative webinar. The materials and speakers were very good and I learned a lot. As an accountant marketing does not come naturally for me so I like getting good advice from others that know marketing and especially targeted toward accountants.
Robert Quaye
4 Stars
It was practical and informative, which clearly provided some direction. It is obvious that Niche building is the way forward, for which the webinar helped to sharpen the focus
Herschel Omohundro
5 Stars
The webinar brought out a lot of excellent ideas to maximize return on your investment. Communicate to clients, newsletter, competitive advantage, positive reviews. Ask the best clients for a review. By communicating you will show the client that you value them and that they are important to you! Proacitve instead of reactive Don't be afraid of the bad reviews. Do not let an unhappy client go away unhappy if you can avoid it. Timing of reviews is important.
Patrick Roberts
5 Stars
I've attended a few of these webinars and I've learned a great deal at every one! Every speaker has been in business for a great length of time so the experiences and stories they bring really ad credibility to the knowledge they share!
Margaret Dalley-johns
5 Stars
Very informative and to the point. I really learned a lot from the presentation!

BizPayO


Peter Frueler
5 Stars
I’m actually surprised how many will pay 3% more to pay by charge cards.  Makes it a no brainer.  I’m happy that transactions are batched gross and fees subtracted at the end of the month.  This makes it easy to reconcile. I’m happy that the system is intuitive and easy to use - we’ve had no client questions on how to pay us online. 
Vito Curcuru
5 Stars
The application process was simple and very straightforward.  Build Your Firm was very responsive for every question I had along the way.
Thomas L. Codington
5 Stars
The eApplication was easier and simpler than I anticipated:) I just want to thank you for contacting me…and encouraging me to go ahead and get the BizPayo system set-up.  I really believe it will be very beneficial for us…and I am really excited BYF offers this! 
Thomas L. Codington
5 Stars
The eApplication was easier and simpler than I anticipated:) I just want to thank you for contacting me…and encouraging me to go ahead and get the BizPayo system set-up.  I really believe it will be very beneficial for us…and I am really excited BYF offers this! 
Larry O'dell
5 Stars
No complaints, in fact I have integrated my billing into BizPayo and dropped my Intuit merchant account as well as ACH provider. I have had a few clients who have fallen behind and this tool helped us get them back to current and empowers the client to make payments directly without me taking a phone call.