Success Story
Tim Howard’s CSR Charles Katz

This interview is a follow up to our feature of CPA Tim Howard as a success story. This interview is with Tim’s CSR, Charles Katz, who has been in the position for about 16 months now and he has a lot of sales wisdom to share.

Please tell me about your sales background and what led you into your current role as a CSR? Read more »

Jason Russell, CSR to David Shirey in Houston, TX

As accountants are quite busy this time of year, we are featuring a CSR for this month’s success story. Jason Russell is the CSR for David Shirey, CPA, in Houston, Texas. David originally attended NCI’s Practice Development Seminar all the way back in October of 1994. He and his wife successfully used that seminar training to grow their start-up firm to over $450,000 in gross annual revenue plus another $125,000 in annual financial planning profit. In September of 2010, David decided to upgrade to the Plan II Client Acquisition Program. Jason Russell has been having tremendous success since starting in the CSR position at that time, signing up over a hundred new clients in that time frame with astonishing client retention to boot. In our interview Jason gives insight into what has made him so successful at selling accounting services. Read more »

Tim Howard first attended the NCI Plan I Practice Development Seminar way back in June of 1993. He also has purchased the home-study version of the Advanced Processing Seminar. After building and selling a practice using the methods he learned through NCI he tried his hand at a number of different business ventures. In November 2010 Tim decided to get back into the accounting business and he purchased a practice. Wanting to grow the practice he bought and increase revenue over the million dollar mark he upgraded to the Plan 2 Client Acquisition program, going back to a marketing system that he knew firsthand would work. Since doing so he has added $150,000 in new billings and is now that much closer to joining the NCI million dollar club! Read on to learn more about his journey to success.  Read more »

This month I had the pleasure of interviewing NCI client Adil Baloch. He started his business with the NCI marketing program right at the start of 2007, looking down the barrel of a steady economic decline. Despite those setbacks he has grown a successful business employing several people and reached a point in 2009 where he could no longer handle all the work that was pouring in from the NCI marketing program. Adil has a lot of great advice to offer for both those considering the NCI marketing program and also those currently running it. Enjoy! Read more »

Success Story
Javier Goldin’s
CSR Hamoon Piroozmand

As a follow up to my interview last month with Javier Goldin, CPA this month we are featuring his CSR Hamoon. This is a fairly lengthy interview but it’s full of phenomenal insight from a CSR who is growing his CPA’s firm rapidly over the past several years during this tough economy. Enjoy the interview and feel free to respond with feedback which is always appreciated. Read more »

Success Stories
Javier Goldin in Bethesda, MD

My interview this month is with one Javier Goldin. Javier is a very well spoken and articulate man as you will see shortly. He has been able to grow from start-up to having a $600,000 practice over the past three years. Javier gives some great insight into how the NCI marketing program has made him so successful, despite the terrible recession we have been faced with. He also talks about the personal touches he has added to the program to enhance his success. Javier understands the tremendous importance of having and following a marketing program right out of the gate when starting a new business. He started with the Plan I seminar program and quickly upgraded to Plan II in order to make his dreams a reality. Read on to learn more about Javier’s amazing success. Read more »

Lorraine Greenwald Appointment Setter for Joe Pancerella, CPA

This month I interviewed Lorraine Greenwald, one of Joe Pancerella’s appointment setters. We chose Lorraine to interview because she has been with Joe for over two years now (about a decade in appointment setter time…) and has been an instrumental part of the tremendous success the firm has seen over the past two years (over $430,000 in new business billed and collected!). We have already interviewed Joe, himself, and last month I interviewed his CSR, Tim Kline. To complete the picture, we decided to do our first-ever interview with a successful appointment setter.  My goal was also to see if Lorraine could provide some tips on how to be successful in the difficult field of appointment setting. Read on to hear what she had to say. Read more »

Tim Kline, Client Service Representative

Our interview this month is with what has to be the most successful CSR working in the program over the past two years. He was so effective, in fact, that he sold himself right out of his job after adding $432,000 (not an annualized number but, rather, billings collected over two years) in new business. That can happen in the NCI marketing program; most accounting firms can only handle so much new business over the course of a few years. Tim worked for Joe Pancerella, CPA, who now teaches the NCI Advanced Processing Seminar, taking over for Duane Gravley. Joe recently decided he’s had enough growth and so Tim Kline, his CSR, was now on the market. We extended an offer to have him work for NCI given his amazing track record and intimate knowledge of the marketing program. Tim has accepted that offer. I got a chance to interview him about the vast experience he has accumulated over the past two years and also his keys to success. Read on to see how a true professional gets the job done. Read more »

We featured Susan Haase as a success story almost exactly one year ago since she was off to such a great start with her program. I decided to check back in with her to see how she is progressing towards the million dollar mark in her practice. She is well on her way and continues to grow in leaps and bounds utilizing the NCI program but with one key difference: she had NCI train her as the salesperson for her firm. In our discussion she covers her progress with the program, some details on her very successful sales process and, also, the NCI Advanced Processing Seminar she attended to learn how to manage her growing practice more efficiently. Read more »

Four Practices Built Using NCI and Counting…For this month’s success story I interviewed Brett Stigall. Brett is based in the tri-cities area in Tennessee. He first attended the NCI seminar in 1995. In the ensuing sixteen years Brett has built and sold three successful accounting and tax practices using what he learned at that seminar. Using rough numbers I can say with confidence that means Brett easily has made over one hundred times his initial investment to attend that seminar in 1995. Brett is currently starting a fourth practice using the NCI marketing method and in just over one month’s time has already amassed $33,000 in new annualized billings! Brett also worked briefly for NCI as a Senior Account Executive installing Plan 2 and Plan 3 programs around the country. Read on to hear him tell his story of success using NCI. Read more »