Q: What is the Practice Development Seminar (Plan 1)?

A: This three-day training program, which is held monthly throughout the year (except March and November), will provide you with the most effective marketing tools available today for professional accountants. The seminar includes 24 CPE credits, breakfast, lunch and breaks. You are responsible only for travel, hotel and dinner while in attendance. The seminar guarantees to increase your annual billings at least $50,000.00 the first year!

Q: How does the billing guarantee work under the Practice Development Seminar (Plan 1)?

A: We require a minimum of 20 hours a week of appointment setting. Also, a Weekly Report is to be mailed weekly to track the programs progress. After one year, we total the annualized billings acquired by the firm. Any adjustments for client attrition will be factored in. The monthly billing plus installation fees, back work, and tax work are all added to arrive at the total. If there is any shortfall from the guaranteed $50,000.00, we will issue you a full refund for the seminar fee paid.

Q: Where is this seminar held?

A: Usually held in Philadelphia, Pennsylvania, at a convenient airport hotel. However, we do offer several regional seminars each year. Click here for current Practice Development Seminar program seminar dates and locations and to register.

Q: How far in advance is NCI booking programs?

A: We usually are booking start dates three months in advance.

Q: How do you hire and train our marketing team under the Client Acquisition Program (Plan 2) and the Client Processing and Acquisition Program (Plan 3)?

A: We will give you ad copy to run in your local newspaper for both the Client Service Representative and Appointment Setters. These ads will run two consecutive Sundays prior to our arrival. We will provide you with an 800-phone number so that the applicants can call NCI and get more information regarding the position. We will also pre-qualify the applicants at that time. NCI will send one of our Senior Account Executives to your place of business for a full week of recruiting to aid in the hiring of your Client Service Representative and Appointment Setters. We will then provide your new client Service Representative with a full week of field training taking him/her out on actual appointments set up by your appointment setters. Two to three new clients are routinely secured during the field training week.

Q: Am I entitled to any credits or discounts for upgrading to Plan 2 or 3 from a Marketing Kit or Practice Development Seminar?

A: Yes, you receive a full credit for the cost of your Practice Development Seminar training or Marketing Kit. We will also credit you for your travel and hotel expense if you were a former seminar attendee.

Q: What happens if the Client Service Representative is not working out?

A: Within the first 10 weeks of the program should it become necessary to replace your Client Service Representative NCI will return to your location for a full week of recruiting and a full week of field training at no additional cost to you. After the 10-week period, NCI will help by phone interviewing potential candidates and help in the selection process. You may send the Client Service Representative to our Practice Development Seminar for training at no additional cost. This support is provided to you for two years.

Q: Can I add more Client Service Representatives under the program?

A: Yes, we will train additional Client Service Representatives at our Practice Development Seminar at no cost to you. You are only responsible for travel, hotel and meals.

Q: How does the $300,000.00 annual billing guarantee work under Plan 2 and 3?

A: You must have a minimum of 35 hours weekly of appointment setting. A Client Service Representatives Weekly Report must be sent to us on an ongoing basis to track the results. After 24 months, we total the annualized billings acquired by the firm. Any adjustments for client attrition will be factored in. The monthly billing plus installation fees, back work, and tax work are all added to arrive at the total. If there is any shortfall from the $300,000.00, NCI will proportionately refund the difference. For example, should you only obtain $200,000.00 in annualized billings after 24 months, NCI will refund you 33% of the fees paid to us.

Q: What is the difference between Plan 2 and Plan 3?

A: Plan 3 includes all of the elements of the Plan 1 and 2 programs. In addition, you will spend two days at our Advanced Processing Seminar learning how to manage your growing firm. Instruction includes firm profitability, practice management and how to hire and compensate employees to higher productivity and profits for you. Hotel and travel accommodations are included in the cost of the program. It also includes a full featured accounting software package from Thomson Reuters, plus online training in the software application from Thomson Reuters.

Q: How do we track the annualized billings for the purpose of monitoring the guarantee?

A: A Client Service Representatives Weekly Report and Appointment Setters Weekly Report must be sent to our offices. We total up all the new clients in a spreadsheet format that allows us to track the results throughout the year. More importantly, these reports allow us to support your program, if there are any problem areas we can identify them and try to resolve any problems quickly with your marketing efforts.

Q: What about the do not call list for Telemarketing. How does this effect the marketing NCI promotes?

A: The do not call list applies only for business to consumer telemarketing. Our marketing programs use telemarketing to businesses, not consumers, hence the rules do not apply.

Q: Do I need an office to start the program?

A: Yes, we require a minimum of 500 square feet to set up your program. We suggest a short-term lease since your practice will quickly out grow a smaller location within the first year or two.

Q: Are there any cash flow projections available for the Plan 2 and 3 program?

A: Yes, Click here for two year projection of income of expenses associated with Plan 2 and 3 Programs.

Q: Is there a better time of the year to begin one of these programs?

A: While there are no bad times to get started, the fall and winter months are best. Fall because we are nearing the end of the year and many businesses try to access their tax situation by year-end. Starting in tax season, i.e. January to April tends to be a great time to market for the following reasons:

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