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Allan Ratafia, CPA

Build Your Firm
President
allan@buildyourfirm.com
(888) 999-9800

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Allan is a Price Waterhouse & Co. alum. In 1993, he started his own accounting firm, Ratafia & Co., CPAs, PC. In the late 1990’s, Allan developed a unique marketing and practice management system to efficiently manage the work flow so he could keep his staffing needs to a minimum and realize higher hourly fees. In 2003, Allan co-founded Build Your Firm. Allan’s practice development system enabled him to build his own practice into a highly successful firm with hundreds of clients. The net result is that his practice runs efficiently (generates more than $300k in fees per full-time staff), they never work nights or weekends, and operates with profit margins more than twice the industry standard (higher than 70%). Today, Allan oversees his accounting practice, teaches his practice development system to thousands of accountants each year, plays softball and football recreationally, enjoys skiing in Vermont and takes several weeks of vacation each year.

About Us: Build Your Firm is a practice development firm dedicated to the accounting industry. We offer a proven practice development system that enables accountants to operate practices at higher profit margins, realize higher hourly fees, and operate the practice with less stress. Build Your Firm provides continuing education training to thousands of accountants each year on marketing, selling, and practice management topics. Our core services are: • Website Development (all types of accounting practices) • Accounting Marketing • Practice Management • Outsourced Marketing and Coaching

Archived Webinars Offered

BOOSTING CASH FLOW - ESSENTIAL WAYS TO GET PAID FASTER

Date RecordedNovember 5, 2015  CostFREE  Course Length1.5 hours  Subject AreaPractice Management (Management Advisory Services)  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

GROUP DEMO: ENGAGEMENT AGREEMENTS NOW DRIVE ONLINE PAYMENTS

Date RecordedDecember 11, 2017  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

MAXIMIZING ROI FROM YOUR ACCOUNTING WEBSITE

Date RecordedJuly 10, 2013  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

SECURE DOCUMENT SHARING - BEST IN CLASS APPROACH TO ENSURE COMPLIANCE

Date RecordedJuly 22, 2014  CostFREE  Course Length1.0 hour  Subject AreaPractice Management (Management Advisory Services)  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other