Plan II – Client Acquisition Program (CAP)

We know from over 26 years of experience that for various reasons many accountants don’t want to do their own marketing. For those individuals, we offer the most common-sense proposal to what has been a most confusing situation: “If I don’t want to do marketing myself, how do I grow my practice?”

The answer is simple:  NCI will hire and train someone skilled in marketing to sell for you. This person will conduct a full-time effort on your behalf and bring in from two to three clients per week. All things considered, there is no more cost-effective way to build a practice than this method.

The Client Service Representative (CSR) also plays other vital roles in your business. Your CSR will visit those clients who are not transferring information via the internet once a month to pick up their accounting records and monthly fee. This adds increased communication with your clients, frees your time up to manage your practice, and helps control cash flow and work flow every month. While the CSR is usually not an accountant, after our training, ongoing support and a few weeks on the job, he or she will be capable of answering many of the basic questions asked by your clients. More complicated accounting issues are referred directly to you.

Benefits of the program include:

  • Guaranteed $300,000 annualized billings in 24 months. We offer the only money back guarantee in the industry.
  • Recruiting and training of your Client Service Representative (CSR) and appointment setters.
  • Attendance at our Plan I – Practice Development Seminar, including travel, hotel, breakfast and lunch daily.
  • Five full days of field/class training for your client service representative at your location.
  • Weekly monitoring of your accounting practice marketing effort via a series of sales management reports.
  • Retraining of client service representatives at our live Practice Development Seminar or our online version.
  • FREE retraining feature for a second client service representative.
  • Customized website, encompassing all aspects of the NCI accounting and web marketing program. View a sample site.
  • Office site selection information for new practices.
  • Phone system selection and other equipment needs for new practices.
  • Unlimited support in all areas of marketing motivation and administration.
  • Weekly coaching session using a webinar format to help keep your sales team on track and prducing at optimal levels.

Call for pricing and available start dates.

Call 1-888 New Clients (1-888-639-2543) for our 20 page brochure describing each of our programs in detail or complete our online form.