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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.

"Either way, ClientWhys makes marketing incredibly easy for us," Nemes notes. "With their turnkey system, you don't have to be an advertising genius. We give them our material, and they send us terrific-looking cards that we're proud to distribute - and which make the phone ring."

Nemes says that ClientWhys' customer service is outstanding. "Their response time is unbelievable, yet their quality is close to perfection. 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 process is simple to understand and well-organized," he says. "Also, our ClientWhys Account Executive has done an excellent job helping us launch and maintain the program."

Clients of Murphy, Murphy & Murphy have been pleased to turn to their CPA for mortgage advice. "The more services we can offer our clients, 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."

Lewis Rubenstein, CPA, Texas
"This is the most attractive 'Ghost Written' tax newsletter I have ever examined. You have really found a great balance between being informative without being too technical. The three times a year publication dates are just the right amount, exactly when I would like to send them."

V. Stuart
"I received my postcards today. They are great! I am very pleased and wanted to thank you."

CFP, CA
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M. Goode
"Your products kick ass. I increased my response rates by 5% overall."

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Super Seminar EA
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JW & Associates
"I trust your products and the thought that has gone into them. I have used them for years and would not change companies."

Bruce Hersh, CPA, CA
"In my 21 years in the tax business, this is the best text I have ever seen. My compliments to your staff."

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."

Candice Lottering
"I have just attended your 2004 seminar, I really loved it. I am a new tax preparer ( about 3 years into accounting). I attended your seminar last year and really enjoyed it. Lee and Claudia are really informative. I have been to many other courses and this is the best one!"

Stephen G. Bell, CPA
"The manual, the instructors were excellent!"

Chizuko Ito
"Your seminars and online courses, which were first time experiences for me, were very enjoyable. I will continue to attend your seminars and the online courses."

Kenneth J. Laskey, CPA
"Your recent class in Ventura was the best ever. Arthur Werner was very good. Glad you added him."

Robert Cobb
"I liked everything about this. The reasonable cost; availability on the web; content exactly what I was looking for, and the ability to pursue it at my own schedule.."

Charlie Kimball, EA
"Just thought that I would pass along a big A+ for your update seminar yesterday in La Mirada. Matt was terrific and the information provided was far superior to the other workshops that I have attended. In a year I felt would be thin on substance, I certainly received my money's worth. Thanks to ClientWhys."

Charles Lewie Welch
"The course is great. Thanks."

Pao Vang
"Good website...keep up the good work!"

Candice Lottering Day 2
"Art Werner was excellent!!! I do not know much about estate tax but he took the information and presented it in a way that the oldies and the newbies could understand. It was a great seminar and I can't wait to come again next year. "

Bertha Horta
"The entire class plan for the course was appropriate. It touched many areas of which I could implement for the coming tax year."

Joan Robinson
"In a nutshell, gave me all the new updates. I thought it terrific, timely, cost effective, and educational."

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
"Thank you for providing questionnaires which are easy to comprehend 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 of reviewing. Not only is the text well written, the questions are to the point, understandable and of high pedagogical value. I wish there was a way to give this to other providers as an example of how to do it."

Latonya Stovall, EA
"Thank you providing such a challenging CPE course. I worked for the IRS prior to opening my own practice, but I definitely found this course to be a great refresher course. Thanks."

CPE1120- IRS Collection Workshop

R. Lubiens
ClientWhyst has been a great service to me and my business will continue to use it.