Testimonials

CFP, CA
"Thank you so much for all your efforts. I will tell my friends about this great service."

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

J. De Guia
"Thank you for getting our program started so quickly. The results have been amazing!"

Super Seminar EA
"My referral rate jumped to 17% when I included ClientWhys' referral brochure with my pre-scheduled appointments."

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."

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 TaxSmart, 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."