Our Successful Clients: Growing & Building their CPA Firms

DonaldButtonCPA

Building Blocks for A Better Business

With the support of New Clients, Inc. and Thomson Reuters, firms can attract more customers and serve them successfully.

(This article was written by Thomson Reuters and will appear in their May Solutions Newsletter)

You don’t know what you don’t know. It’s true of anything, but especially true if you’re embarking on a new venture.

It’s certainly how the founder of Donald Button, CPA, PLLC feels looking back at the beginnings of his own firm in Greensboro, NC. And he doesn’t hesitate to admit that expert guidance of New Clients, Inc. (NCI) not only helped him launch his own firm but do it very successfully. Read more »

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HarrisonRandy

135 New Clients in Only 14 Months!

This month’s success story interview is with CSR Randy Harrison who works for Julia Shaw, CPA in Las Vegas, NV. As you can see from the title, Randy has been with Julia for a little over a year and he is doing a fantastic job. Randy is an interesting case in that this is the third accounting firm where he has been a CSR over a three year period. Unlike most professions, this “job hopping” is a result of Randy’s success as opposed to his failure. Read more »

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Kevin Fortner

Learn From a Superstar CSR—Four Times Over!

“I spent the first 10 years of my career learning how to talk and the last 15 learning how to shut up.”

Our interview this month is with CSR, Kevin A. Fortner who works for a CPA firm in a Texas market. Kevin has actually worked for and had success with several different accounting firms in Texas. His current firm is the fourth firm that NCI has placed him with over a fifteen year period and he is doing a phenomenal job there, bringing in over $350,000 in new billings in only his first seven months! Read more »

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Javier Goldin

The Goldin Touch

How Javier Goldin, CPA Tripled the Size of His Practice Since 2011

I had previously interviewed Javier Goldin, CPA in November of 2011. At that time his practice had grown significantly thanks to the NCI seminar and the NCI Plan 2 program. His practice went from a startup in May of 2007 to grossing $600,000 by the end of 2011. That’s $600,000 in four years following the NCI marketing program. Bruce Clark, founder and CEO of NCI, had recently sent Javier a copy of his new book, Beyond the NCI Effect: Sales Strategies that Matter to Grow an Accounting Practice and Javier responded thanking him and letting him know that his firm had grown by 70% the past year and that cloud computing had opened a lot of doors for the accounting profession. Read more »

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A Decision Three Years in the Making is Paying Off

Success Stories
Qin Tan in Phoenix, AZ

This month’s interview is with Qin Tan out of Phoenix, Arizona. Qin considered the NCI marketing program for about three years and even tried a competitor’s program during that time before she decided to undertake our Plan 2 Client Acquisition program in 2011. She is coming up on two years in the program and she’s very happy with the decision she eventually made to grow her practice with NCI. She’s now just two months shy of two years in the program and she is on track to reach our billing guarantee of $300,000 in new business within two years. Read on to learn more about Qin’s decision to invest in the program and how it has helped her tremendously to grow her business and even open a satellite office in Mesa, AZ. Read more »

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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 »

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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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AlanGuillaudeu2

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 »

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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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Victor_Romandine2014

$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 »

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