Our Successful Clients: Growing & Building their CPA Firms

tyler

Reflections From an NCI Representative Turned CSR

I have spent a lot of time on the phone since beginning my career at NCI. After two and a half years spent dialing and smiling I decided it was time for a change. I always thought that my skills would be better utilized in a face-to-face environment and I realized that I had the opportunity to explore this career change right in front of me by becoming a CSR for an accounting firm. Read more »

Krystal JohnsonCSR

From Appointment Setter to CSR

CSR Success Stories: Krystal Johnson, Houston, TX

This is something you don’t see every day–an appointment setter promoted to the CSR position who then went on to be first runner up in NCI’s National CSR Sales Race. I would like to state that Krystal Johnson is the exception, not the rule, when it comes to using an appointment setter as a CSR. Generally it’s not a good idea, but what an exception Krystal has been! A few highlights from our interview: she has brought in single back work amounts of $35,000 and $20,000.  She came in second place in the CSR sales race despite only being able to compete for nine of the twelve months that the competition ran. Read more »

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From Technician to Manager to Entrepreneur

Plan 3 Success Story
Alan Guillaudeu in Denver, CO

Alan Guillaudeu is on his way to becoming an entrepreneur. If you had told him this would be the case 15 years ago, he probably would have laughed at you. That’s because Alan worked by himself for 20 years. In those 20 years he built his practice up to $100,000 a year and he accumulated a lot of experience doing day to day accounting and tax work. In 2005, Alan decided that something needed to change if he was going to make more money and have less stress. That was the year he decided to do an NCI Plan 3 program and transition from a technician to a manager with our help and grow his practice significantly in the process. Read more »

Brian DiBella_1

I Doubled My Practice in Seven Months

Success Story Interview
Brian DiBella, CPA in Rocky Hill, Connecticut

Brian DiBella has big goals and he’s not afraid to let you know about them, as you’ll soon find out. This makes sense since Brian is also a big fan of motivational guru Tony Robbins, who places a large emphasis on goal setting in his motivational programs. I’m familiar with Tony because my father, Bruce Clark, the founder and CEO of NCI, has been a big fan himself since 1991 when he attended Tony’s live seminar. He gives Tony Robbins and his programs a lot of credit for the man he is today and what he has been able to accomplish with his life and his company.  He has incorporated some of the goal setting concepts that Tony puts forth in his material into the Plan 1 Practice Development Seminar. Read more »

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$160,000 in New Business in Nine Months!

Success Stories
Victor Romandine, CSR for Robert Roth, CPA
Verona, WI

This month’s interview is a follow-up to last month’s where I interviewed Robert Roth, CPA. This month we are featuring Robert’s CSR, Victor Romandine. Until just last month Bob and Victor had been holding steady in first place of the NCI annual CSR sales race. They fell into second place last month but that certainly hasn’t slowed down their momentum. Victor has only been on the job about nine months.  He was the second CSR hired after the first didn’t work out, but in those nine months he has generated over $160,000 in new business for Bob. An impressive feat to be sure. Victor offers some great advice on working with appointment setters and being persistent throughout the sales process, among other things. Read on to learn from one of NCI’s current top performing salespeople in the field. Read more »

Bob Roth

Replacement CSR Headed for First Place Finish!

Success Story
Robert Roth, CPA in Verona, WI

Things don’t always go the way you want them to, that’s a given. This can happen with the NCI Plan 2 program. In fact, approximately 25% of the Client Service Representatives we hire for our Plan 2 clients need to be replaced within the first 60 days of the program. Knowing this, we’ve built in safety measures to help our clients replace their CSR when this situation arises. Bob Roth was one such case. His initial CSR was not working out and needed to be replaced. He worked closely with NCI to see this through and we hired a replacement by the name of Victor Romandine. As you can read in this newsletter, and several prior issues, Victor has been highest performing CSR we have hired and trained over the past year and he and Bob have had a healthy lead in our annual CSR Sales Race for the majority of the race. Read on to learn more about this incredible story and how perseverance paired with an NCI Plan 2 marketing program can generate amazing results! Read more »

Ray Perez

From Sales to CEO of an Accounting Firm!

Ray Perez
Miami Shores, FL

Ray Perez has a very unique and interesting story to tell. This story starts all the way back in high school for Ray, a time when his friendship with Thomas Behar first started. After high school, the two parted ways going to separate colleges, each to study accounting, but they kept in touch as good friends do. Tom went on to sit for his CPA, while Ray became an EA and began handling businesses from an advertising standpoint while still doing some accounting work. In 1994, Tom contacted Ray with an exciting proposition: he was considering the NCI Plan 2 Client Acquisition Program and he wanted to recruit his friend Ray as a possible salesman (CSR) for his program. Read more »

lindac2

Single Week Sales Record Set, 18 New Clients

Linda Chapekis, CPA
Detroit, MI

This interview is a companion to the interview we ran in December of 2013. That previous interview was with Ted Chapekis who is Linda’s husband and CSR set a new NCI sales record of 18 clients in one week. Linda is the accountant and manager of the million dollar practice that they have built together following the NCI marketing model. Ted and Linda decided to utilize the NCI Plan 2 Client Acquisition program to grow Linda’s small base of large clients into a large base of small- to medium-sized clients that could support their family when Ted left his job with Chrysler. Linda talks about her experience within the program and offers a lot of good advice on both marketing and processing. Read more »

ChapekisTed

How to Build a Million Dollar Accounting Practice

Success Stories
Ted Chapekis, CSR for his wife, Linda Chapekis
Northville, MI

Our success story this month is with Ted Chapekis, who is the CSR in his wife Linda’s accounting practice. In 2005, Ted and Linda decided to focus on taking Linda’s small, existing practice in an exciting new direction. They wanted to dramatically increase the size of the practice so that it could provide for the family after Ted left his job at Chrysler. To develop the business into the $1 million firm that it is today, Ted and Linda utilized the NCI Plan 2 Client Acquisition Program. After the initial CSR they hired did not work out, Ted decided to fill in at the position and he never looked back. Read on to learn some great tips from Ted on what makes him successful as a CSR, along with some other good insights into the program. Read more »

DavidWilde1

Young Salesperson Hits $250,000 Billing Mark

David Wilde CSR for Ken Russell
Bellevue, Washington

This month we are featuring CSR David Wilde as a companion piece to our interview last month with the CPA he works, Ken Russell. David’s story is fairly unique as far as NCI storylines go. David’s father used the NCI program to grow his accounting practice while David was growing up. David decided he wanted to pursue a career in sales and marketing and, upon graduating college, he asked if he could attend NCI’s Practice Development Seminar as a graduation gift. Talk about a go-getter!  He attended the seminar to learn the sales techniques we teach and, also, with the hope that he might find an opportunity to go to work for someone as a CSR. He made some contacts, but nothing concrete materialized until about a year later, when he went to work for Ken Russell. I’ll let him tell the rest. Read more »