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Key Drivers for Offshoring in the Service Industry

Monday, June 5th, 2017

Services represent a diverse group of economic activities and involve a human value add in terms of management, advisory, training […]

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Comparing Time Billing and Value Billing, Value Billing Wins

Wednesday, May 24th, 2017

Many times I have provided services that I believed had significant value to the client, but the client complained about […]

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The Language of Accountability

Wednesday, May 24th, 2017

How do we know if our expectations are clear?  Many times a request is made of a team member that […]

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Is This The Last Dance For You?

Wednesday, May 24th, 2017

I borrowed that line from the famous song by Michael Buble, and while listening to it I thought of all […]

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Cost-Effective Medical Billing Resources for Accounting Professionals

Monday, April 24th, 2017

SSK Solutions Inc. based in Redmond, WA is a full service HIPAA compliant medical billing, bookkeeping and accounting company. They […]

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Cost-Effective Medical Billing Resources for Accounting Professionals

Monday, April 24th, 2017

SSK Solutions Inc. based in Redmond, WA is a full service HIPAA compliant medical billing, bookkeeping and accounting company. They have […]

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The Online Academy is Here!!

Friday, April 21st, 2017

DIGITIAL MARKETING – Is your firm positioned to take full advantage of the new frontier for client acquisition?  There are […]

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Tax Season Discounts About to Expire

Friday, April 21st, 2017

We still have a few dates left in May that qualify for $4,000 savings off the Client Acquisition Program.  This […]

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Join us in Las Vegas, July 19th & 20th

Thursday, April 20th, 2017

Join us for our Practice Development Seminar to be held on July 19th and 20th at the Hampton Inn Tropicana […]

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A 1.7 Million Dollar Payoff for Entrepreneurial CPA

Thursday, April 6th, 2017

Twenty Seven years ago Chuck Foley was a CPA working as a corporate controller for Prudential Insurance Company. He was […]

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The Four Questions You Must Always Ask Every Prospect

Thursday, April 6th, 2017

The Four Questions You Must Always Ask Every Prospect—and One Other You Need to Ask Right Now! Every prospect who […]

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Will This Tax Season Be Your Last?

Thursday, April 6th, 2017

Have you been saying for years that this tax season will be your last? If so, maybe it is time […]

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Set Smart Goals

Thursday, April 6th, 2017

Set Smart Goals Having a list of written goals with time lines for achievement are important.  But equally important are […]

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Plan II Tax Season Discount & Financing Offer

Thursday, January 12th, 2017

If you want to grow your practice right now, you’re in luck! Place a deposit on a Client Acquisition Program […]

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The Two Group Technique

Thursday, January 12th, 2017

A simple direct way to determine if the prospect has a compelling reason to buy is to define two groups […]

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How to Get New Bookkeeping Clients During Tax Season

Thursday, January 12th, 2017

Probably the last thing on your mind during tax season is new client acquisition. If you’ve had to hire seasonal […]

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Asking the Right Questions to Boost Your Business

Thursday, January 12th, 2017

The Importance of Building Trust During the Sales Process One of the most critical aspects of winning over potential clients […]

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It’s That Time of the Year Again!

Thursday, January 12th, 2017

On January 1st, I did the same thing I’ve been doing on that date for the past 29 years. I […]

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2016 Holiday Sales – Success for Less!

Wednesday, December 7th, 2016

It’s that time of year again! Christmas is right around the corner and NCI wants to help you celebrate. We’re […]

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Great Tax Deduction for 2016

Tuesday, December 6th, 2016

If you’ve signed up to start or attend one of our guaranteed practice development programs in 2017 here’s great tax […]

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Art of Accounting: Disparity in the Value of My Services

Tuesday, December 6th, 2016

Many times I have provided services that I believed had significant value to the client, but the client complained about […]

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The Tax Reform Act of 2017

Tuesday, December 6th, 2016

It’s not official yet, there is no 2017 reform act but I’m pretty sure once Donald Trump becomes the 45th […]

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Why CPAs Love the New Year

Tuesday, December 6th, 2016

Tax season is the busiest time of year for a CPA. While you may be tempted to pull your hair out […]

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Cold Calling 101

Tuesday, December 6th, 2016

Let’s go ahead and get the basics out of the way. “Cold calling” is a crucial sales activity where you […]

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Accountants are Behind This Curve by 10 Years—Jump Your Peers NOW!

Monday, November 14th, 2016

A thick mist enshrines the circular machine. A hatch suddenly opens, breaking the perfect roundness of the vehicle, revealing the […]

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Rohn: How to Deal With the Negative Influences in Your Life

Thursday, November 10th, 2016

Your associations should move you forward, not impede your progress. If you were to evaluate the major influences in your […]

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Is Prospecting a High Enough Priority In Your Day?

Thursday, November 10th, 2016

It is never a crisis to make a sales call. No one ever gets a call saying “I was on […]

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NCI’s New Two Day Practice Development Seminar

Thursday, November 10th, 2016

I’m pleased to announce our first two-day seminar will take place on January 14th and 15th in Orlando, Florida at […]

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Coming Soon: NCI’s Online Academy

Thursday, November 10th, 2016

“NCI will become your ultimate coach when it comes to practice development and practice management via our new Online Academy […]

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How to Sell Your Accounting Practice Like A Pro

Tuesday, October 25th, 2016

There are several factors that might affect the selling price of an accountancy practice for sale. Examples include the location, […]

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Three Kinds of E-mails to Engage Your Clients

Tuesday, October 25th, 2016

Many accountants run into problems about what content to write to their email subscribers. When you run into this issue, […]

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The Greatest Compliment We Receive: New and Returning Clients

Friday, October 21st, 2016

October 21st I was a presenter at NCI’s October Practice Development Seminar held at the Philadelphia Airport Renaissance hotel. We […]

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The Best Time to Grow Your Business is Right Now

Thursday, October 20th, 2016

This is it, the time to grow an accounting firm is right now. With the 4th quarter underway and the […]

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The Only 4 Acceptable Outcomes For Any Sales Call

Thursday, October 20th, 2016

Eliminate wasted time and increase sales by recognizing that letting prospects “think it over” is not an option.  There are […]

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Rohn: Why You Should Keep a Journal

Thursday, October 20th, 2016

Be a student of your own life, your own future, your own destiny. May 15, 2016 If you’re serious about […]

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NCI Partners With Iron Capital Group To Help You Finance Your Growth

Friday, October 14th, 2016

Most of the people we talk to at NCI are interested in growing their business but it stands to reason […]

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Success Story: All In The Family

Friday, August 19th, 2016

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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Partnering Up for a Smooth Transition to a Multi-Million Dollar Retirement

Thursday, March 17th, 2016

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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Building Blocks For A Better Business

Wednesday, January 13th, 2016

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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Getting Back to the Basics and It’s Paying Off Big Time

Wednesday, December 9th, 2015

For this month’s success story we are featuring Jim Keen out of Phoenix, AZ. The story of how Jim was introduced to NCI is an interesting one. He got to see just how well the NCI marketing program can work when a firm he was working for brought us in to diversify their client base in the wake of 9/11. He worked his way up to partner and eventually bought out the write-up and tax portion of the practice that had been developed with the NCI model. Fast forward eleven years and Jim is still running that firm and looking for ways to grow it and make up business lost to the recession in 2008. He decided to go back to the well and contact NCI to see about installing a new Plan 2 program for him at the end of 2013. His program has been going strong these past two years and his practice is closing in on $700,000 in annual revenues for 2015. Enjoy the interview and learn from the experience of an accounting professional who has 13 years’ experience with the NCI marketing program. 

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Ted and Linda Chapekis Built a $1.3 Million Dollar Practice with NCI

Thursday, November 19th, 2015

Let that title sink in for a second? How would you like to be operating a business that generates $1.3 million dollars in revenue each year? How would your life change if you were to achieve such a milestone? Ted and his wife Linda were able to do so using the NCI marketing program in a relatively short period of time. Recently, this lovely couple was in Southern New Jersey to attend a college football game. While in town they visited with Bruce and Kathy Clark of New Clients, Inc. to catch up and say a personal thank you for delivering the marketing system that made their success possible. During that visit we staged a brief, impromptu interview with Ted where he discusses his and his wife’s experience with NCI and the accomplishments they have been able to achieve as a result.

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How Long Will it Take Your Firm to Reach a Million?

Friday, October 16th, 2015

Have you set your goals for your firm? CPA Dean Owen did and he went from $55,000 in annualized billings to $1,000,000 in a mere five years using our Client Acquisition Program. That’s the power of goal setting coupled with NCI, surely a force to be reckoned with! Listen to his wisdom in the video below and see if it rings true for you. 

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135 New Clients in Only 14 Months!

Thursday, September 24th, 2015

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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Learn From a Superstar CSR—Four Times Over!

Monday, August 3rd, 2015

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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The Goldin Touch

Monday, July 6th, 2015

I had previously interviewed Javier Goldin, CPA in November of 2011. At that time his practice had grown […]

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Reflections From an NCI Representative Turned CSR

Monday, December 8th, 2014

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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From Appointment Setter to CSR

Monday, October 20th, 2014

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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From Technician to Manager to Entrepreneur

Monday, August 4th, 2014

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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Chuck Foley, CPA – Scottsdale, AZ

Monday, June 9th, 2014

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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$160,000 in New Business in Nine Months!

Wednesday, June 4th, 2014

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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Brian DiBella, CPA in Rocky Hill, Connecticut

Monday, June 2nd, 2014

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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Replacement CSR Headed for First Place Finish!

Sunday, May 4th, 2014

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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How to Build a Million Dollar Accounting Practice

Monday, December 9th, 2013

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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Young Salesperson Hits $250,000 Billing Mark

Monday, November 4th, 2013

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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Double the Business in Only Two Years

Monday, October 7th, 2013

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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Nine Years and Counting with the Original CSR!

Monday, September 2nd, 2013

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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The Seminar That Saved My Life

Monday, August 5th, 2013

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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Qin Tan in Phoenix, AZ

Monday, July 1st, 2013

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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Twice as Successful in Las Vegas

Monday, April 8th, 2013

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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Jeff Matthews in Sulfur, LA

Monday, December 3rd, 2012

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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On Track to Reach $300,000 Guarantee in 12 Months!

Monday, November 5th, 2012

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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George Spalenka: Two Time Success as a CSR

Monday, September 3rd, 2012

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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From $0 to $600,000 in Business for an Initial Investment of $2,500!

Monday, August 6th, 2012

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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$75,000 in New Business in Only Four Months!

Monday, June 4th, 2012

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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Being a Successful CSR in “The Great Recession”

Monday, April 9th, 2012

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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100+ Clients Signed in 1.5 Years!

Monday, March 5th, 2012

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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Added $150,000 in One Year and Still Growing Strong!

Monday, February 6th, 2012

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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Living the Dream: $350,000 in Two Years and a Benz to Boot!

Monday, January 9th, 2012

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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Learn from the Best: Javier Goldin’s CSR Hamoon Piroozmand

Monday, December 5th, 2011

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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$600,000 in New Business Added During the Depths of the Recession

Monday, November 7th, 2011

My interview this month is with 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.

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Lead Generation that Lead to $432,000 in New Revenue

Friday, October 7th, 2011

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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$432,000 in New Business Billed and Collected in Only 22 months!

Monday, September 5th, 2011

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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Catching up with Susan Haase on her way to the Million Dollar Club

Monday, August 8th, 2011

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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Four Practices Built Using NCI and Counting…

Monday, July 4th, 2011

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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$86,000 in Nine Months

Monday, June 6th, 2011

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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16 Years and Counting

Monday, January 3rd, 2011

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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Third Time’s the Charm

Monday, December 6th, 2010

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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You Call This a Recession? Over $200,000 in New Billing over the Past Year!

Sunday, November 7th, 2010

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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Donald Button, CPA, NC

Monday, October 4th, 2010

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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Susan Haase, San Francisco, CA

Monday, September 6th, 2010

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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Seven Years Later, Same Appointment Setter, Same CSR

Monday, August 9th, 2010

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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Kevin Lawson: $193,000 in New Business for an Initial Investment of $2,195

Monday, July 5th, 2010

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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An Anonymous Success Story

Monday, June 7th, 2010

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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What We Look for in a Stellar Sales Performer: An Insider’s Perspective

Monday, April 5th, 2010

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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Setting the World on Fire, CSR Success Story

Monday, February 8th, 2010

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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Small Market, Big Results

Monday, January 4th, 2010

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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How Joe Pancerella CPA added $48,000 to his Bottom Line, in the Past Two Months, During a Recession!

Monday, December 7th, 2009

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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Brian Gunderson, Seattle, WA

Sunday, November 1st, 2009

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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Sailing to New Horizons

Wednesday, October 7th, 2009

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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$5 Million Dollars and Still Growing Strong

Monday, August 3rd, 2009

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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Ken Tibbs, CSR, Manassas, Virginia

Monday, June 8th, 2009

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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Bob Mason, CPA, Santa Cruz, CA

Thursday, January 8th, 2009

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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Bradley Cooper, CPA, Fort Myers, Florida

Saturday, November 8th, 2008

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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NCI Salesperson and Rookie of the Year – Brant Lowrey

Wednesday, October 8th, 2008

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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Jay Steer, CPA, Virginia Beach, Virginia

Monday, September 8th, 2008

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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Chris Patterson, CPA, Jacksonville, Florida

Monday, July 7th, 2008

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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Angelica Aviles, CSR, Orlando, Florida

Monday, June 9th, 2008

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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Rene Mirabal, CPA, Puerto Rico

Monday, May 5th, 2008

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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David Hensley, Springfield, Illinois

Monday, January 7th, 2008

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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Ray Perez, Miami Shores, FL

Monday, October 8th, 2007

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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