Success Stories Archives - New Clients, Inc. The leader in client acquisition and practice sales for accountants since 1987. Mon, 24 Aug 2026 12:02:05 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 From Startup to $270,000 In Business After Only 18 Months! https://www.newclientsinc.com/from-startup-to-270000-in-business-after-only-18-months/ Thu, 12 Jan 2017 22:14:36 +0000 https://beta.newclientsinc.com/?p=288 This month’s success story interview is with Matt Jad, CPA based in Denver, CO. Matt started his practice in the […]

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]]> 26 Years of NCI and a Million Dollar Practice to Show for It https://www.newclientsinc.com/26-years-of-nci-and-a-million-dollar-practice-to-show-for-it/ Thu, 10 Nov 2016 22:45:52 +0000 https://beta.newclientsinc.com/?p=295 Jay Steer, CPA has been a student of NCI since he first attended our practice development seminar in 1990. Back […]

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]]> 30 Years and Still Going Strong: Interview with Robert Azar, EA (AKA “The Amazing Azar”) https://www.newclientsinc.com/30-years-and-still-going-strong-interview-with-robert-azar-ea-aka-the-amazing-azar/ Thu, 20 Oct 2016 18:10:45 +0000 https://beta.newclientsinc.com/?p=298 This month’s success interview is with Robert Azar, EA. Robert and Bruce Clark, NCI’s CEO, have a long and storied […]

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]]> Success Story: All In The Family https://www.newclientsinc.com/2016-8-19-success-story-all-in-the-family/ https://www.newclientsinc.com/2016-8-19-success-story-all-in-the-family/#respond Fri, 19 Aug 2016 18:22:46 +0000 https://beta.newclientsinc.com/2016-8-19-success-story-all-in-the-family/ NCI’s business relationship with Ray Busch, CPA dates back to 1990, before New Clients Inc. was even known by that name. Back then we were […]

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]]> https://www.newclientsinc.com/2016-8-19-success-story-all-in-the-family/feed/ 0 Partnering Up for a Smooth Transition to a Multi-Million Dollar Retirement https://www.newclientsinc.com/2016-3-17-hab6wc0twmkp0jhbhv3vm0s7a76rn7/ https://www.newclientsinc.com/2016-3-17-hab6wc0twmkp0jhbhv3vm0s7a76rn7/#respond Thu, 17 Mar 2016 13:22:13 +0000 https://beta.newclientsinc.com/2016-3-17-hab6wc0twmkp0jhbhv3vm0s7a76rn7/ Retirement is a really important consideration that not enough people take into account early enough to matter. One needs to be prepared [...]

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]]> https://www.newclientsinc.com/2016-3-17-hab6wc0twmkp0jhbhv3vm0s7a76rn7/feed/ 0 Building Blocks For A Better Business https://www.newclientsinc.com/2016-01-13-building-blocks-for-a-better-business/ https://www.newclientsinc.com/2016-01-13-building-blocks-for-a-better-business/#respond Wed, 13 Jan 2016 17:17:00 +0000 https://beta.newclientsinc.com/2016-01-13-building-blocks-for-a-better-business/ 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. [...]

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]]> https://www.newclientsinc.com/2016-01-13-building-blocks-for-a-better-business/feed/ 0 135 New Clients in Only 14 Months! https://www.newclientsinc.com/2015-09-24-135-new-clients-in-only-14-months/ https://www.newclientsinc.com/2015-09-24-135-new-clients-in-only-14-months/#respond Thu, 24 Sep 2015 18:24:12 +0000 https://beta.newclientsinc.com/2015-09-24-135-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 [...]

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]]> https://www.newclientsinc.com/2015-09-24-135-new-clients-in-only-14-months/feed/ 0 Learn From a Superstar CSR—Four Times Over! https://www.newclientsinc.com/2016-3-4-learn-from-a-superstar-csrfour-times-over/ https://www.newclientsinc.com/2016-3-4-learn-from-a-superstar-csrfour-times-over/#respond Mon, 03 Aug 2015 14:54:00 +0000 https://beta.newclientsinc.com/2016-3-4-learn-from-a-superstar-csrfour-times-over/ Our interview this month is with CSR, Kevin A. Fortner who works for a CPA firm in a Texas market. Kevin has [...]

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]]> https://www.newclientsinc.com/2016-3-4-learn-from-a-superstar-csrfour-times-over/feed/ 0 The Goldin Touch https://www.newclientsinc.com/2016-3-4-the-goldin-touch/ https://www.newclientsinc.com/2016-3-4-the-goldin-touch/#respond Mon, 06 Jul 2015 15:03:00 +0000 https://beta.newclientsinc.com/2016-3-4-the-goldin-touch/ I had previously interviewed Javier Goldin, CPA in November of 2011. At that time his practice had grown [...]

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]]> https://www.newclientsinc.com/2016-3-4-the-goldin-touch/feed/ 0 Reflections From an NCI Representative Turned CSR https://www.newclientsinc.com/2016-3-4-reflections-from-an-nci-representative-turned-csr/ https://www.newclientsinc.com/2016-3-4-reflections-from-an-nci-representative-turned-csr/#respond Mon, 08 Dec 2014 16:16:00 +0000 https://beta.newclientsinc.com/2016-3-4-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 [...]

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]]> https://www.newclientsinc.com/2016-3-4-reflections-from-an-nci-representative-turned-csr/feed/ 0 From Appointment Setter to CSR https://www.newclientsinc.com/2014-10-20-from-appointment-setter-to-csr/ https://www.newclientsinc.com/2014-10-20-from-appointment-setter-to-csr/#respond Mon, 20 Oct 2014 19:23:35 +0000 https://beta.newclientsinc.com/2014-10-20-from-appointment-setter-to-csr/ 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 [...]

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]]> https://www.newclientsinc.com/2014-10-20-from-appointment-setter-to-csr/feed/ 0 From Technician to Manager to Entrepreneur https://www.newclientsinc.com/2016-3-4-from-technician-to-manager-to-entrepreneur/ https://www.newclientsinc.com/2016-3-4-from-technician-to-manager-to-entrepreneur/#respond Mon, 04 Aug 2014 15:23:00 +0000 https://beta.newclientsinc.com/2016-3-4-from-technician-to-manager-to-entrepreneur/ 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 [...]

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]]> https://www.newclientsinc.com/2016-3-4-from-technician-to-manager-to-entrepreneur/feed/ 0 Chuck Foley, CPA – Scottsdale, AZ https://www.newclientsinc.com/2016-3-8-k42c4z1obezlc4icvk1q9lb2xv3u19/ https://www.newclientsinc.com/2016-3-8-k42c4z1obezlc4icvk1q9lb2xv3u19/#respond Mon, 09 Jun 2014 14:13:00 +0000 https://beta.newclientsinc.com/2016-3-8-k42c4z1obezlc4icvk1q9lb2xv3u19/ Who hasn’t at some point daydreamed about leaving their corporate job? Not having to answer to a boss and creating your own destiny (not to mention hours) is too appealing not to dream about. [...]

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]]> https://www.newclientsinc.com/2016-3-8-k42c4z1obezlc4icvk1q9lb2xv3u19/feed/ 0 $160,000 in New Business in Nine Months! https://www.newclientsinc.com/2016-3-4-160000-in-new-business-in-nine-months/ https://www.newclientsinc.com/2016-3-4-160000-in-new-business-in-nine-months/#respond Wed, 04 Jun 2014 17:21:00 +0000 https://beta.newclientsinc.com/2016-3-4-160000-in-new-business-in-nine-months/ 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 [...]

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]]> https://www.newclientsinc.com/2016-3-4-160000-in-new-business-in-nine-months/feed/ 0 Brian DiBella, CPA in Rocky Hill, Connecticut https://www.newclientsinc.com/2016-3-4-i-doubled-my-practice-in-seven-months/ https://www.newclientsinc.com/2016-3-4-i-doubled-my-practice-in-seven-months/#respond Mon, 02 Jun 2014 15:41:00 +0000 https://beta.newclientsinc.com/2016-3-4-i-doubled-my-practice-in-seven-months/ 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 [...]

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]]> https://www.newclientsinc.com/2016-3-4-i-doubled-my-practice-in-seven-months/feed/ 0 Replacement CSR Headed for First Place Finish! https://www.newclientsinc.com/2016-3-4-replacement-csr-headed-for-first-place-finish/ https://www.newclientsinc.com/2016-3-4-replacement-csr-headed-for-first-place-finish/#respond Sun, 04 May 2014 18:01:00 +0000 https://beta.newclientsinc.com/2016-3-4-replacement-csr-headed-for-first-place-finish/ 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 [...]

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]]> https://www.newclientsinc.com/2016-3-4-replacement-csr-headed-for-first-place-finish/feed/ 0 How to Build a Million Dollar Accounting Practice https://www.newclientsinc.com/2016-3-4-how-to-build-a-million-dollar-accounting-practice/ https://www.newclientsinc.com/2016-3-4-how-to-build-a-million-dollar-accounting-practice/#respond Mon, 09 Dec 2013 19:43:00 +0000 https://beta.newclientsinc.com/2016-3-4-how-to-build-a-million-dollar-accounting-practice/ 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 [...]

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]]> https://www.newclientsinc.com/2016-3-4-how-to-build-a-million-dollar-accounting-practice/feed/ 0 Young Salesperson Hits $250,000 Billing Mark https://www.newclientsinc.com/2016-3-4-young-salesperson-hits-250000-billing-mark/ https://www.newclientsinc.com/2016-3-4-young-salesperson-hits-250000-billing-mark/#respond Mon, 04 Nov 2013 19:44:00 +0000 https://beta.newclientsinc.com/2016-3-4-young-salesperson-hits-250000-billing-mark/ 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.

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]]> https://www.newclientsinc.com/2016-3-4-young-salesperson-hits-250000-billing-mark/feed/ 0 Double the Business in Only Two Years https://www.newclientsinc.com/2016-3-4-double-the-business-in-only-two-years/ https://www.newclientsinc.com/2016-3-4-double-the-business-in-only-two-years/#respond Mon, 07 Oct 2013 18:57:00 +0000 https://beta.newclientsinc.com/2016-3-4-double-the-business-in-only-two-years/ This month’s success story is with Ken Russell from Bellevue, Washington. Ken has been in practice since 2006 and he attended the Plan 1 Practice Development Seminar and the Plan 2 marketing [...]

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]]> https://www.newclientsinc.com/2016-3-4-double-the-business-in-only-two-years/feed/ 0 Nine Years and Counting with the Original CSR! https://www.newclientsinc.com/nine-years-and-counting-with-the-original-csr/ https://www.newclientsinc.com/nine-years-and-counting-with-the-original-csr/#respond Mon, 02 Sep 2013 19:07:00 +0000 https://beta.newclientsinc.com/nine-years-and-counting-with-the-original-csr/ Doug Fabian, CPA, has done the NCI Plan 2 Client Acquisition program twice now. The first time around, in 1999, it worked so well he had to shut it down after 8 months, in which time he hit the

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]]> https://www.newclientsinc.com/nine-years-and-counting-with-the-original-csr/feed/ 0 The Seminar That Saved My Life https://www.newclientsinc.com/the-seminar-that-saved-my-life/ https://www.newclientsinc.com/the-seminar-that-saved-my-life/#respond Mon, 05 Aug 2013 19:11:00 +0000 https://beta.newclientsinc.com/the-seminar-that-saved-my-life/ Wayne Bradford, CPA credits Bruce Clark and the NCI seminar with saving his life. I’ll let him share that story with you in just a moment. In addition, the program helped him to develop a million [...]

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]]> https://www.newclientsinc.com/the-seminar-that-saved-my-life/feed/ 0 Qin Tan in Phoenix, AZ https://www.newclientsinc.com/2016-3-4-a-decision-three-years-in-the-making-is-paying-off/ https://www.newclientsinc.com/2016-3-4-a-decision-three-years-in-the-making-is-paying-off/#respond Mon, 01 Jul 2013 15:09:00 +0000 https://beta.newclientsinc.com/2016-3-4-a-decision-three-years-in-the-making-is-paying-off/ 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 [...]

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]]> https://www.newclientsinc.com/2016-3-4-a-decision-three-years-in-the-making-is-paying-off/feed/ 0 Twice as Successful in Las Vegas https://www.newclientsinc.com/twice-as-successful-in-las-vegas/ https://www.newclientsinc.com/twice-as-successful-in-las-vegas/#respond Mon, 08 Apr 2013 19:19:00 +0000 https://beta.newclientsinc.com/twice-as-successful-in-las-vegas/ This month I had the pleasure of interviewing Joe Lombardo from Las Vegas, NV. Joe has been the CSR in two separate NCI Plan 2 programs in the Las Vegas market and he was able to [...]

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]]> https://www.newclientsinc.com/twice-as-successful-in-las-vegas/feed/ 0 Jeff Matthews in Sulfur, LA https://www.newclientsinc.com/small-market-big-results/ https://www.newclientsinc.com/small-market-big-results/#respond Mon, 03 Dec 2012 20:30:00 +0000 https://beta.newclientsinc.com/small-market-big-results/ Jeff and I had some difficulty connecting for this interview, so Jeff ended up typing up his responses to my questions. Jeff has been an NCI student since early in 2003, when he first attended our [...]

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]]> https://www.newclientsinc.com/small-market-big-results/feed/ 0 On Track to Reach $300,000 Guarantee in 12 Months! https://www.newclientsinc.com/on-track-to-reach-300000-guarantee-in-12-months/ https://www.newclientsinc.com/on-track-to-reach-300000-guarantee-in-12-months/#respond Mon, 05 Nov 2012 20:41:00 +0000 https://beta.newclientsinc.com/on-track-to-reach-300000-guarantee-in-12-months/ This is a bit of a lengthy interview, but it really speaks for itself. Chuck has been running the program for only six and a half months and has achieved phenomenal results during that short time [...]

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]]> https://www.newclientsinc.com/on-track-to-reach-300000-guarantee-in-12-months/feed/ 0 George Spalenka: Two Time Success as a CSR https://www.newclientsinc.com/2016-3-4-george-spalenka-two-time-success-as-a-csr/ https://www.newclientsinc.com/2016-3-4-george-spalenka-two-time-success-as-a-csr/#respond Mon, 03 Sep 2012 19:54:00 +0000 https://beta.newclientsinc.com/2016-3-4-george-spalenka-two-time-success-as-a-csr/ This month’s interview was handled a little bit differently. George Spalenka was kind enough to take the questions I emailed to him and write up his responses to them, negating an actual [...]

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]]> https://www.newclientsinc.com/2016-3-4-george-spalenka-two-time-success-as-a-csr/feed/ 0 From $0 to $600,000 in Business for an Initial Investment of $2,500! https://www.newclientsinc.com/2016-3-4-from-0-to-600000-in-business-for-an-initial-investment-of-2500/ https://www.newclientsinc.com/2016-3-4-from-0-to-600000-in-business-for-an-initial-investment-of-2500/#respond Mon, 06 Aug 2012 20:24:00 +0000 https://beta.newclientsinc.com/2016-3-4-from-0-to-600000-in-business-for-an-initial-investment-of-2500/ What does an accountant do when they’re looking to start and grow an accounting practice but don’t know where to begin? Gary Adams faced that dilemma back in 1993 when he decided to attend [...]

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]]> https://www.newclientsinc.com/2016-3-4-from-0-to-600000-in-business-for-an-initial-investment-of-2500/feed/ 0 $75,000 in New Business in Only Four Months! https://www.newclientsinc.com/2016-3-4-75000-in-new-business-in-only-four-months/ https://www.newclientsinc.com/2016-3-4-75000-in-new-business-in-only-four-months/#respond Mon, 04 Jun 2012 20:29:00 +0000 https://beta.newclientsinc.com/2016-3-4-75000-in-new-business-in-only-four-months/ When I asked Don Hillman if he would be interested in doing a success story interview with me, he agreed on one condition. He said that he would do the interview as long as we gave plenty of [...]

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]]> https://www.newclientsinc.com/2016-3-4-75000-in-new-business-in-only-four-months/feed/ 0 Being a Successful CSR in “The Great Recession” https://www.newclientsinc.com/2016-3-4-being-a-successful-csr-in-the-great-recession/ https://www.newclientsinc.com/2016-3-4-being-a-successful-csr-in-the-great-recession/#respond Mon, 09 Apr 2012 20:43:00 +0000 https://beta.newclientsinc.com/2016-3-4-being-a-successful-csr-in-the-great-recession/ 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

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]]> https://www.newclientsinc.com/2016-3-4-being-a-successful-csr-in-the-great-recession/feed/ 0 100+ Clients Signed in 1.5 Years! https://www.newclientsinc.com/100-clients-signed-in-15-years/ https://www.newclientsinc.com/100-clients-signed-in-15-years/#respond Mon, 05 Mar 2012 18:32:00 +0000 https://beta.newclientsinc.com/100-clients-signed-in-15-years/ 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 [...]

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]]> https://www.newclientsinc.com/100-clients-signed-in-15-years/feed/ 0 Added $150,000 in One Year and Still Growing Strong! https://www.newclientsinc.com/2016-3-7-added-150000-in-one-year-and-still-growing-strong/ https://www.newclientsinc.com/2016-3-7-added-150000-in-one-year-and-still-growing-strong/#respond Mon, 06 Feb 2012 18:51:00 +0000 https://beta.newclientsinc.com/2016-3-7-added-150000-in-one-year-and-still-growing-strong/ 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 [...]

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]]> https://www.newclientsinc.com/2016-3-7-added-150000-in-one-year-and-still-growing-strong/feed/ 0 Living the Dream: $350,000 in Two Years and a Benz to Boot! https://www.newclientsinc.com/2016-3-7-living-the-dream-350000-in-two-years-and-a-benz-to-boot/ https://www.newclientsinc.com/2016-3-7-living-the-dream-350000-in-two-years-and-a-benz-to-boot/#respond Mon, 09 Jan 2012 18:52:00 +0000 https://beta.newclientsinc.com/2016-3-7-living-the-dream-350000-in-two-years-and-a-benz-to-boot/ 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 [...]

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]]> https://www.newclientsinc.com/2016-3-7-living-the-dream-350000-in-two-years-and-a-benz-to-boot/feed/ 0 Learn from the Best: Javier Goldin’s CSR Hamoon Piroozmand https://www.newclientsinc.com/2016-3-7-learn-from-the-best-javier-goldins-csr-hamoon-piroozmand/ https://www.newclientsinc.com/2016-3-7-learn-from-the-best-javier-goldins-csr-hamoon-piroozmand/#respond Mon, 05 Dec 2011 19:02:00 +0000 https://beta.newclientsinc.com/2016-3-7-learn-from-the-best-javier-goldins-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 [...]

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]]> https://www.newclientsinc.com/2016-3-7-learn-from-the-best-javier-goldins-csr-hamoon-piroozmand/feed/ 0 Lead Generation that Lead to $432,000 in New Revenue https://www.newclientsinc.com/2016-3-7-lead-generation-that-lead-to-432000-in-new-revenue/ https://www.newclientsinc.com/2016-3-7-lead-generation-that-lead-to-432000-in-new-revenue/#respond Fri, 07 Oct 2011 19:31:00 +0000 https://beta.newclientsinc.com/2016-3-7-lead-generation-that-lead-to-432000-in-new-revenue/ 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 [...]

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]]> https://www.newclientsinc.com/2016-3-7-lead-generation-that-lead-to-432000-in-new-revenue/feed/ 0 $432,000 in New Business Billed and Collected in Only 22 months! https://www.newclientsinc.com/2016-3-7-432000-in-new-business-billed-and-collected-in-only-22-months/ https://www.newclientsinc.com/2016-3-7-432000-in-new-business-billed-and-collected-in-only-22-months/#respond Mon, 05 Sep 2011 19:38:00 +0000 https://beta.newclientsinc.com/2016-3-7-432000-in-new-business-billed-and-collected-in-only-22-months/ 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 [...]

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]]> https://www.newclientsinc.com/2016-3-7-432000-in-new-business-billed-and-collected-in-only-22-months/feed/ 0 Catching up with Susan Haase on her way to the Million Dollar Club https://www.newclientsinc.com/2016-3-7-catching-up-with-susan-haase-on-her-way-to-the-million-dollar-club/ https://www.newclientsinc.com/2016-3-7-catching-up-with-susan-haase-on-her-way-to-the-million-dollar-club/#respond Mon, 08 Aug 2011 19:39:00 +0000 https://beta.newclientsinc.com/2016-3-7-catching-up-with-susan-haase-on-her-way-to-the-million-dollar-club/ 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 [...]

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]]> https://www.newclientsinc.com/2016-3-7-catching-up-with-susan-haase-on-her-way-to-the-million-dollar-club/feed/ 0 Four Practices Built Using NCI and Counting… https://www.newclientsinc.com/2016-3-7-four-practices-built-using-nci-and-counting/ https://www.newclientsinc.com/2016-3-7-four-practices-built-using-nci-and-counting/#respond Mon, 04 Jul 2011 19:44:00 +0000 https://beta.newclientsinc.com/2016-3-7-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 [...]

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]]> https://www.newclientsinc.com/2016-3-7-four-practices-built-using-nci-and-counting/feed/ 0 $86,000 in Nine Months https://www.newclientsinc.com/2016-3-7-86000-in-nine-months/ https://www.newclientsinc.com/2016-3-7-86000-in-nine-months/#respond Mon, 06 Jun 2011 19:45:00 +0000 https://beta.newclientsinc.com/2016-3-7-86000-in-nine-months/ For this interview, I spoke with Andrew Carroll from Nick Hodges’ practice. Andrew works in an office in Orange County, California, for Nick. The firm provides primarily tax, accounting and [...]

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]]> https://www.newclientsinc.com/2016-3-7-86000-in-nine-months/feed/ 0 16 Years and Counting https://www.newclientsinc.com/2016-3-7-16-years-and-counting/ https://www.newclientsinc.com/2016-3-7-16-years-and-counting/#respond Mon, 03 Jan 2011 20:47:00 +0000 https://beta.newclientsinc.com/2016-3-7-16-years-and-counting/ For this month’s interview I spoke with one of the longest-tenured Client Service Representative in NCI history. His name is Dan Duvall and he has worked for Arun Sareen, CPA, at his practice in[...]

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]]> https://www.newclientsinc.com/2016-3-7-16-years-and-counting/feed/ 0 Third Time’s the Charm https://www.newclientsinc.com/2016-3-7-third-times-the-charm/ https://www.newclientsinc.com/2016-3-7-third-times-the-charm/#respond Mon, 06 Dec 2010 20:50:00 +0000 https://beta.newclientsinc.com/2016-3-7-third-times-the-charm/ This month I had the pleasure of interviewing a Plan II client that goes way back to around 1988, John Peterson, CPA.  John has done the NCI Plan II program on three separate [...]

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]]> https://www.newclientsinc.com/2016-3-7-third-times-the-charm/feed/ 0 You Call This a Recession? Over $200,000 in New Billing over the Past Year! https://www.newclientsinc.com/2016-3-7-you-call-this-a-recession-over-200000-in-new-billing-over-the-past-year/ https://www.newclientsinc.com/2016-3-7-you-call-this-a-recession-over-200000-in-new-billing-over-the-past-year/#respond Sun, 07 Nov 2010 20:52:00 +0000 https://beta.newclientsinc.com/2016-3-7-you-call-this-a-recession-over-200000-in-new-billing-over-the-past-year/ One year ago starting in October 2009, Joe Pancerella, a CPA from Reading, PA, decided to do something positive about the declining economy. Rather than sitting [...]

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]]> https://www.newclientsinc.com/2016-3-7-you-call-this-a-recession-over-200000-in-new-billing-over-the-past-year/feed/ 0 Donald Button, CPA, NC https://www.newclientsinc.com/2016-3-8-don-button/ https://www.newclientsinc.com/2016-3-8-don-button/#respond Mon, 04 Oct 2010 14:15:00 +0000 https://beta.newclientsinc.com/2016-3-8-don-button/ In August of 2002, Donald Button was looking to purchase an accounting practice when he contacted NCI. Having spent the last seven years working [...]

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]]> https://www.newclientsinc.com/2016-3-8-don-button/feed/ 0 Susan Haase, San Francisco, CA https://www.newclientsinc.com/2016-3-7-susan-haase-san-francisco-ca/ https://www.newclientsinc.com/2016-3-7-susan-haase-san-francisco-ca/#respond Mon, 06 Sep 2010 19:58:00 +0000 https://beta.newclientsinc.com/2016-3-7-susan-haase-san-francisco-ca/ Added approximately $200,000 in one year! For this month’s interview we have a bit of a unique scenario.  Susan Haase is the focus of this interview [...]

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]]> https://www.newclientsinc.com/2016-3-7-susan-haase-san-francisco-ca/feed/ 0 Seven Years Later, Same Appointment Setter, Same CSR https://www.newclientsinc.com/2016-3-7-seven-years-later-same-appointment-setter-same-csr/ https://www.newclientsinc.com/2016-3-7-seven-years-later-same-appointment-setter-same-csr/#respond Mon, 09 Aug 2010 20:00:00 +0000 https://beta.newclientsinc.com/2016-3-7-seven-years-later-same-appointment-setter-same-csr/ For this month’s success story I got to talk to an NCI client who implemented the Plan 2 Client Acquisition Program seven years ago when he was just starting his practice. The thing [...]

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]]> https://www.newclientsinc.com/2016-3-7-seven-years-later-same-appointment-setter-same-csr/feed/ 0 Kevin Lawson: $193,000 in New Business for an Initial Investment of $2,195 https://www.newclientsinc.com/2016-3-7-kevin-lawson-193000-in-new-business-for-an-initial-investment-of-2195/ https://www.newclientsinc.com/2016-3-7-kevin-lawson-193000-in-new-business-for-an-initial-investment-of-2195/#respond Mon, 05 Jul 2010 20:02:00 +0000 https://beta.newclientsinc.com/2016-3-7-kevin-lawson-193000-in-new-business-for-an-initial-investment-of-2195/ This interview is with Kevin Lawson, an NCI Plan 1 Practice Development Seminar attendee who has doubled the size of his practice in only two years using what he learned.

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]]> https://www.newclientsinc.com/2016-3-7-kevin-lawson-193000-in-new-business-for-an-initial-investment-of-2195/feed/ 0 An Anonymous Success Story https://www.newclientsinc.com/2016-3-7-an-anonymous-success-story/ https://www.newclientsinc.com/2016-3-7-an-anonymous-success-story/#respond Mon, 07 Jun 2010 20:04:00 +0000 https://beta.newclientsinc.com/2016-3-7-an-anonymous-success-story/ Why remain anonymous? For this month’s success story we have a somewhat unique situation. Our interviewee has requested to remain anonymous in both name and location. Why [...]

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]]> https://www.newclientsinc.com/2016-3-7-an-anonymous-success-story/feed/ 0 What We Look for in a Stellar Sales Performer: An Insider’s Perspective https://www.newclientsinc.com/2016-3-7-what-we-look-for-in-a-stellar-sales-performer-an-insiders-perspective/ https://www.newclientsinc.com/2016-3-7-what-we-look-for-in-a-stellar-sales-performer-an-insiders-perspective/#respond Mon, 05 Apr 2010 20:24:00 +0000 https://beta.newclientsinc.com/2016-3-7-what-we-look-for-in-a-stellar-sales-performer-an-insiders-perspective/ The following is an interview I conducted with Pete Borrelli who has been a Senior Account Executive with NCI for a decade. He is a recruiter and trainer on our Plan 2 programs and we discuss [...]

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]]> https://www.newclientsinc.com/2016-3-7-what-we-look-for-in-a-stellar-sales-performer-an-insiders-perspective/feed/ 0 Setting the World on Fire, CSR Success Story https://www.newclientsinc.com/2016-3-7-setting-the-world-on-fire-csr-success-story/ https://www.newclientsinc.com/2016-3-7-setting-the-world-on-fire-csr-success-story/#respond Mon, 08 Feb 2010 21:27:00 +0000 https://beta.newclientsinc.com/2016-3-7-setting-the-world-on-fire-csr-success-story/ Seeing as we are in the midst of tax season instead of approaching an accountant for a success story during this busy month I instead conducted an interview with a successful CSR. [...]

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]]> https://www.newclientsinc.com/2016-3-7-setting-the-world-on-fire-csr-success-story/feed/ 0 Small Market, Big Results https://www.newclientsinc.com/2016-3-7-small-market-big-results/ https://www.newclientsinc.com/2016-3-7-small-market-big-results/#respond Mon, 04 Jan 2010 21:25:00 +0000 https://beta.newclientsinc.com/2016-3-7-small-market-big-results/ For this month's interview we chose Eric Zetterholm who is based in Asheville, NC. Eric signed up for our Plan 3 Client Processing and Acquisition (CPA) in April of 2008. He had just opened his [...]

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]]> https://www.newclientsinc.com/2016-3-7-small-market-big-results/feed/ 0 How Joe Pancerella CPA added $48,000 to his Bottom Line, in the Past Two Months, During a Recession! https://www.newclientsinc.com/2016-3-7-how-joe-pancerella-cpa-added-48000-to-his-bottom-line-in-the-past-two-months-during-a-recession/ https://www.newclientsinc.com/2016-3-7-how-joe-pancerella-cpa-added-48000-to-his-bottom-line-in-the-past-two-months-during-a-recession/#respond Mon, 07 Dec 2009 21:30:00 +0000 https://beta.newclientsinc.com/2016-3-7-how-joe-pancerella-cpa-added-48000-to-his-bottom-line-in-the-past-two-months-during-a-recession/ Joe Pancerella is one of NCI ‘s recent Plan 2 clients. His firm is located near Reading, PA. Joe had an established firm but he wanted to take things to the next level and insulate himself against [...]

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]]> https://www.newclientsinc.com/2016-3-7-how-joe-pancerella-cpa-added-48000-to-his-bottom-line-in-the-past-two-months-during-a-recession/feed/ 0 Brian Gunderson, Seattle, WA https://www.newclientsinc.com/2016-2-23-brian-gunderson-seattle-wa/ https://www.newclientsinc.com/2016-2-23-brian-gunderson-seattle-wa/#respond Sun, 01 Nov 2009 16:43:00 +0000 https://beta.newclientsinc.com/2016-2-23-brian-gunderson-seattle-wa/ For this article we are interviewing another CSR that was hired and trained by New Clients Inc. This Client Service Representative, Brian Gunderson, has a long and storied history with New [...]

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]]> https://www.newclientsinc.com/2016-2-23-brian-gunderson-seattle-wa/feed/ 0 Sailing to New Horizons https://www.newclientsinc.com/2016-3-7-sailing-to-new-horizons/ https://www.newclientsinc.com/2016-3-7-sailing-to-new-horizons/#respond Wed, 07 Oct 2009 20:37:00 +0000 https://beta.newclientsinc.com/2016-3-7-sailing-to-new-horizons/ For this month’s success story we decided to take a slightly different approach and interview someone who has only been running the program for a few months. The idea was conceived to show [...]

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]]> https://www.newclientsinc.com/2016-3-7-sailing-to-new-horizons/feed/ 0 $5 Million Dollars and Still Growing Strong https://www.newclientsinc.com/2016-3-7-5-million-dollars-and-still-growing-strong/ https://www.newclientsinc.com/2016-3-7-5-million-dollars-and-still-growing-strong/#respond Mon, 03 Aug 2009 20:41:00 +0000 https://beta.newclientsinc.com/2016-3-7-5-million-dollars-and-still-growing-strong/ In 1993 Bruce Clark received a call from a CPA by the name of Arun Sareen. Arun, a corporate accountant, was looking to buy a small practice that NCI had for sale in VA. That particular practice [...]

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]]> https://www.newclientsinc.com/2016-3-7-5-million-dollars-and-still-growing-strong/feed/ 0 Ken Tibbs, CSR, Manassas, Virginia https://www.newclientsinc.com/2016-3-8-bis0fo7gk97p2obv14jwgemwe2titf/ https://www.newclientsinc.com/2016-3-8-bis0fo7gk97p2obv14jwgemwe2titf/#respond Mon, 08 Jun 2009 13:50:00 +0000 https://beta.newclientsinc.com/2016-3-8-bis0fo7gk97p2obv14jwgemwe2titf/ Sareen and Associates is one of New Clients Inc.’s most prolific clients. Arun Sareen came to NCI in 1993 looking to buy an accounting practice. Prior to this he had been a chief financial officer for [...]

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]]> https://www.newclientsinc.com/2016-3-8-bis0fo7gk97p2obv14jwgemwe2titf/feed/ 0 Bob Mason, CPA, Santa Cruz, CA https://www.newclientsinc.com/2016-3-8-lekf1hyfy9nm8aj6v74yyzr56xwo0k/ https://www.newclientsinc.com/2016-3-8-lekf1hyfy9nm8aj6v74yyzr56xwo0k/#respond Thu, 08 Jan 2009 15:16:00 +0000 https://beta.newclientsinc.com/2016-3-8-lekf1hyfy9nm8aj6v74yyzr56xwo0k/ After spending seven years taking a high tech firm public, Bob Mason, CPA from Santa Cruz, CA decided it was time to be on his own. “I had worked for an internet company that was doing [...]

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]]> https://www.newclientsinc.com/2016-3-8-lekf1hyfy9nm8aj6v74yyzr56xwo0k/feed/ 0 Bradley Cooper, CPA, Fort Myers, Florida https://www.newclientsinc.com/2016-3-8-bradley-cooper-cpa-fort-myers-florida/ https://www.newclientsinc.com/2016-3-8-bradley-cooper-cpa-fort-myers-florida/#respond Sat, 08 Nov 2008 14:51:00 +0000 https://beta.newclientsinc.com/2016-3-8-bradley-cooper-cpa-fort-myers-florida/ I recently had the pleasure of doing not one but two interviews with one Mr. Bradley Cooper. The first of these interviews was filmed at our Advanced Training Conference [...]

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]]> https://www.newclientsinc.com/2016-3-8-bradley-cooper-cpa-fort-myers-florida/feed/ 0 NCI Salesperson and Rookie of the Year – Brant Lowrey https://www.newclientsinc.com/2016-3-8-nci-salesperson-and-rookie-of-the-year-brant-lowrey/ https://www.newclientsinc.com/2016-3-8-nci-salesperson-and-rookie-of-the-year-brant-lowrey/#respond Wed, 08 Oct 2008 13:55:00 +0000 https://beta.newclientsinc.com/2016-3-8-nci-salesperson-and-rookie-of-the-year-brant-lowrey/ The NCI Sales Race has come to a close.  After nine plus months of intense and close competition NCI is proud to announce the winner of both the Salesperson [...]

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]]> https://www.newclientsinc.com/2016-3-8-nci-salesperson-and-rookie-of-the-year-brant-lowrey/feed/ 0 Jay Steer, CPA, Virginia Beach, Virginia https://www.newclientsinc.com/2016-3-8-lr5lbp6ogpig2dwe6b8d1ligq540z0/ https://www.newclientsinc.com/2016-3-8-lr5lbp6ogpig2dwe6b8d1ligq540z0/#respond Mon, 08 Sep 2008 13:56:00 +0000 https://beta.newclientsinc.com/2016-3-8-lr5lbp6ogpig2dwe6b8d1ligq540z0/ I recently had the privilege to sit down and interview a long standing client and reference for NCI, one Mr. Jay Steer, CPA. Jay’s practice is located in Virginia Beach [...]

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]]> https://www.newclientsinc.com/2016-3-8-lr5lbp6ogpig2dwe6b8d1ligq540z0/feed/ 0 Chris Patterson, CPA, Jacksonville, Florida https://www.newclientsinc.com/2016-3-8-chris-patterson-cpa-jacksonville-florida/ https://www.newclientsinc.com/2016-3-8-chris-patterson-cpa-jacksonville-florida/#respond Mon, 07 Jul 2008 14:00:00 +0000 https://beta.newclientsinc.com/2016-3-8-chris-patterson-cpa-jacksonville-florida/ This month our success story hails from the Jacksonville area of Florida . Chris attended the Plan I practice development seminar in Orlando , FL during [...]

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]]> https://www.newclientsinc.com/2016-3-8-chris-patterson-cpa-jacksonville-florida/feed/ 0 Angelica Aviles, CSR, Orlando, Florida https://www.newclientsinc.com/2016-3-8-angelica-aviles-csr-orlando-florida/ https://www.newclientsinc.com/2016-3-8-angelica-aviles-csr-orlando-florida/#respond Mon, 09 Jun 2008 14:01:00 +0000 https://beta.newclientsinc.com/2016-3-8-angelica-aviles-csr-orlando-florida/ This month in our success story column we are trying something a little bit different. In order to give a different perspective on one [...]

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]]> https://www.newclientsinc.com/2016-3-8-angelica-aviles-csr-orlando-florida/feed/ 0 Rene Mirabal, CPA, Puerto Rico https://www.newclientsinc.com/2016-3-8-p5pbvsagte2qnadmxyhshplyvt8zk2/ https://www.newclientsinc.com/2016-3-8-p5pbvsagte2qnadmxyhshplyvt8zk2/#respond Mon, 05 May 2008 14:09:00 +0000 https://beta.newclientsinc.com/2016-3-8-p5pbvsagte2qnadmxyhshplyvt8zk2/ For this latest edition of this series I interviewed a more recent client. We wanted to focus on someone who is doing well in our national sales race. [...]

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]]> https://www.newclientsinc.com/2016-3-8-p5pbvsagte2qnadmxyhshplyvt8zk2/feed/ 0 David Hensley, Springfield, Illinois https://www.newclientsinc.com/2016-3-8-david-hensley-springfield-illinois/ https://www.newclientsinc.com/2016-3-8-david-hensley-springfield-illinois/#respond Mon, 07 Jan 2008 15:12:00 +0000 https://beta.newclientsinc.com/2016-3-8-david-hensley-springfield-illinois/ I had the pleasure of recently conducting an interview with another success story of ours. For this feature, as you can tell [...]

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]]> https://www.newclientsinc.com/2016-3-8-david-hensley-springfield-illinois/feed/ 0 Ray Perez, Miami Shores, FL https://www.newclientsinc.com/2016-3-8-ray-perez/ https://www.newclientsinc.com/2016-3-8-ray-perez/#respond Mon, 08 Oct 2007 14:14:00 +0000 https://beta.newclientsinc.com/2016-3-8-ray-perez/ 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 [...]

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]]> https://www.newclientsinc.com/2016-3-8-ray-perez/feed/ 0 Client Acquisition and Advanced Processing – Perfect Together https://www.newclientsinc.com/2016-8-31-client-acquisition-and-advanced-processing-perfect-together/ Thu, 28 Jun 2007 13:57:00 +0000 https://beta.newclientsinc.com/2016-8-31-client-acquisition-and-advanced-processing-perfect-together/ Steve Sykes is the only CPA you’ll find working in his $688,000 practice and that’s just the way he likes it. [...]

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]]> Phil Roventini, CPA, New City, NY https://www.newclientsinc.com/2016-3-8-phil-roventini-cpa-new-city-ny/ https://www.newclientsinc.com/2016-3-8-phil-roventini-cpa-new-city-ny/#respond Mon, 07 May 2007 14:44:00 +0000 https://beta.newclientsinc.com/2016-3-8-phil-roventini-cpa-new-city-ny/ Phil Roventini is a unique client at NCI . He is unique because he is one of the very few people to take us up on our one day money back guarantee. [...]

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]]> https://www.newclientsinc.com/2016-3-8-phil-roventini-cpa-new-city-ny/feed/ 0 Dean Owen, CPA, Paducah, KY https://www.newclientsinc.com/2016-3-8-olp1ickg7jcexfj0lq560dxwthfant/ https://www.newclientsinc.com/2016-3-8-olp1ickg7jcexfj0lq560dxwthfant/#respond Mon, 01 Jan 2007 15:41:00 +0000 https://beta.newclientsinc.com/2016-3-8-olp1ickg7jcexfj0lq560dxwthfant/ Dean Owen, a CPA from Paducah, Kentucky . After serving in the Navy, Dean worked for a big 6 accounting firm as well as a Fortune 100 [...]

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]]> https://www.newclientsinc.com/2016-3-8-olp1ickg7jcexfj0lq560dxwthfant/feed/ 0 Duane Gravley, CPA, MN https://www.newclientsinc.com/2016-3-8-v262ohq0x6v66yaat9tl0k01dwzjef/ https://www.newclientsinc.com/2016-3-8-v262ohq0x6v66yaat9tl0k01dwzjef/#respond Mon, 01 Jan 2007 15:40:00 +0000 https://beta.newclientsinc.com/2016-3-8-v262ohq0x6v66yaat9tl0k01dwzjef/ As many of you may be aware, Duane Gravley has been working with NCI for the past five years providing training on how to effectively manage a practice. [...]

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]]> https://www.newclientsinc.com/2016-3-8-v262ohq0x6v66yaat9tl0k01dwzjef/feed/ 0 Nathan Robnett, CPA, Austin, TX https://www.newclientsinc.com/2016-3-8-nrbsfbps10qx4pi00zb12yascfnawf/ https://www.newclientsinc.com/2016-3-8-nrbsfbps10qx4pi00zb12yascfnawf/#respond Mon, 01 Jan 2007 15:35:00 +0000 https://beta.newclientsinc.com/2016-3-8-nrbsfbps10qx4pi00zb12yascfnawf/ In Fall Issue 2001 of New Client News, our featured accountant is a CPA from Austin, Texas. In 1995 Nathan Robnett was a corporate accountant [...]

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]]> https://www.newclientsinc.com/2016-3-8-nrbsfbps10qx4pi00zb12yascfnawf/feed/ 0 Dennis Burke, CPA, TN https://www.newclientsinc.com/2016-3-8-y94knpmx4jan8edkzu3a37u6gysgrp/ https://www.newclientsinc.com/2016-3-8-y94knpmx4jan8edkzu3a37u6gysgrp/#respond Mon, 01 Jan 2007 15:32:00 +0000 https://beta.newclientsinc.com/2016-3-8-y94knpmx4jan8edkzu3a37u6gysgrp/ Last year, Dennis Burke, a CPA from Nashville, Tennessee had a vision but was missing the clients and the details to make it reality. [...]

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]]> https://www.newclientsinc.com/2016-3-8-y94knpmx4jan8edkzu3a37u6gysgrp/feed/ 0 Sue Cirocco, CPA, MBA, CO https://www.newclientsinc.com/2016-3-8-4jep9t1ha4lhqqcbsbz5b3or0ld6fh/ https://www.newclientsinc.com/2016-3-8-4jep9t1ha4lhqqcbsbz5b3or0ld6fh/#respond Mon, 01 Jan 2007 15:19:00 +0000 https://beta.newclientsinc.com/2016-3-8-4jep9t1ha4lhqqcbsbz5b3or0ld6fh/ Sue Cirocco had been a corporate controller for some 20 years, but always wanted to be in her own practice. Being a single mother [...]

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]]> https://www.newclientsinc.com/2016-3-8-4jep9t1ha4lhqqcbsbz5b3or0ld6fh/feed/ 0