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Persyst E-Mail Subscriber – Rocky Mtn. Financial Prof., LLC
"The newsletters are wonderful, by the way. We get a lot of compliments on them."
Persyst E-Mail Subscriber – Affordable Tax Services
"You provide excellent service and I appreciate the service! I tell all my colleagues about the wonderful newsletter/content and service you provide."
Nemes & West - Mailer Programs that Really Work
Nemes and West, a tax consulting and accounting firm on the west coast
of Florida, has been unusually successful in attracting new clients
- by using direct mail programs from ClientWhys, Inc.
"My husband did a thorough search of firms offering advertising materials,"
says Elaine Nemes, president. "ClientWhys had the best product at the
best price. Now we count on them as the centerpiece of our marketing
efforts."
Nemes and West sends out a massive direct mailing every January to attract new small business and individual clients for the tax season. Then they do follow-up mailers for ongoing accounting services throughout the year. They've used both preprinted products and post cards of their own design.
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notes. "With their turnkey system, you don't have to be an advertising
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Nemes says that ClientWhys' customer service is outstanding. "Their
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And their prices are more than fair. Best of all, their mailers really
get results. That's how we've kept on growing - and why we keep reordering!"
Elaine Nemes, President Nemes and West, Inc. Belleair Bluffs, FL
Murphy, Murphy & Murphy Hits a Triple with Advisor Lending Program Call it the luck of the Irish - or just plain business smarts. Since its inception by twins Mike and Pat Murphy 22 years ago and subsequent merger with their father's accounting business, Murphy, Murphy & Murphy has grown to be one of the most respected mid-sized CPA firms in Southern California. Today, it processes about 2,000 individual tax returns and more than 200 business financial statements and returns, and employs a staff of 23 non-tax and 30-plus tax professionals.
"We're always looking for ways to add value to client services,? says
Mike Murphy, CPA, partner. "So last year we decided to give the ClientWhys
Advisor Lending Process a try."
The Murphys discovered three-fold benefits from extending home loan financing services to clients. "One, our clients needed a good source of advice on mortgages - someone they could trust and who was familiar with their finances, as opposed to an anonymous mortgage broker. That meant us. We're a known commodity, and our clients have a great deal of confidence in our recommendations.
"Two, our clients could realize a big savings on their home mortgages, with interest rates being so low," he continues. "We're always happy when we can recommend something that makes good financial sense.
"And three, we created a new profit center for ourselves, with little or no cost or extra effort. We've submitted more than $10 million in loans so far. The revenue represents pure profit for us, because the service aligns so well with our other offerings, and we don't have to pay for extra staff, equipment, office space or training programs."
Murphy notes that the Advisor Lending program has been easy to implement
and administer. "The learning curve was extremely fast, because the
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Clients of Murphy, Murphy & Murphy have been pleased to turn to their
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the less hassle for them and the more goodwill for us," Murphy explains.
"Clearly, the ClientWhys Advisor Lending program has been a win for
everyone concerned."
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P. Martin, EA "The Quality of your CPE material and ability to use as a reference source is great...as always."
L Oshodi, EA "Overall excellent review of the tax laws."
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In a year I felt would be thin on substance, I certainly received my
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Candice Lottering Day 2
"Art Werner was excellent!!! I do not know much about estate tax
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wait to come again next year. "
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Course Title: CPE1200 - 2004 – 2005 Tax Law Update
Steve Love, CPA
"This was my first time taking your course. I will be back next
year."
Walter L Pontillano
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and precise. I’ll see you again next year."
Phillip Storrer, CPA CTEC Course Reviewer
Professor of Taxation, Hayward University
"This is one of the best courses that I have had the privilege
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it."
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the IRS prior to opening my own practice, but I definitely found this
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CPE1120- IRS Collection Workshop
R. Lubiens
ClientWhyst has been a great service to me and my business will continue
to use it.
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