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!
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.
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 program, 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.
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.
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.
Very good, very practical approach and information. I agree very much with the objectives and am hopeful about the marketing results.
The practice development program has been the best investment I have made since starting my practice.
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.