The Challenges
Before working with The Bottom Line - Nguyen and Company faced two significant challenges that were holding back their growth:
Inconsistent Leads: The firm relied solely on word-of-mouth referrals, and previous attempts at outbound marketing and advertising with generic agencies failed to deliver results. This lack of a consistent lead flow left their growth unpredictable.
Lack of Bandwidth: Internally, the team was stretched thin between managing client work and sporadic sales efforts. This often resulted in missed engagement letters with no time to followup or nurture potential full-cycle clients.
“We are great accountants, but we're NOT advertisers or salespeople. We knew we needed help but worried it would be another wasted effort.”
The Solution
The Bottom Line Company reached out to Nguyen and Company at a pivotal moment when they were ready to accelerate growth. Together we achieved:
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Reliable Lead Generation: We launched targeted Google Ads tailored for full-service accountants like NCO. Leveraging proven strategies from our own firm, NCO now has a steady stream of 25+ high-quality leads every month and has eliminated reliance on sporadic word-of-mouth referrals.
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High-Impact Consultations That Build Trust: By managing NCO's initial consults we've freed up over 200 hours of their time. Our client-focused approach ensures every business owner feels valued and informed from the first call. This approach not only freed NCO to focus on serving their existing clients but also built trust early in the relationship with new clients.
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Follow-Up Process That Drives Results: We implemented a systematic follow-up process that took NCO’s signed engagement rate from 20% to an impressive 84%. This ensured that potential clients felt confident in choosing NCO and significantly increased conversion rates.
“They've created a marketing machine. They’re like our in-house growth team, just like we’re the in-house accounting team for so many businesses.”
The Results
Results: In just six months, NCO saw:
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Over 50 new clients onboarded
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$250,000 in annual recurring revenue (ARR)
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12X return on ad spend (ROAS)
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Zero time spent on sales or advertising beyond weekly partner meetings to keep everyone on the same page
The partnership also led to improvements in NCO’s onboarding process, making managing the growth easier as well.
“I’ve been searching for a partnership like this for a while. We’re more motivated than ever since working with The Bottom Line Company.”
Nguyen and Company, CPA, is proof that the right partnership can unlock tremendous growth. With their marketing and sales handled seamlessly by The Bottom Line Company, NCO has been able to focus entirely on delivering exceptional accounting services.
“To any firm trying to grow, I’d be happy to share our results. This works.”
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