User Success Stories

Empowering Business with the Right Tools - CW Chartered Accountants Ltd

Sharon Crocombe-Woodward founded CW Chartered Accountants Limited with a vision to empower business owners with greater understanding for self-management. While Sharon’s experience in business advisory was extensive she hadn’t been involved in marketing at previous accounting firms. Therefore she was looking for a marketing solution that would help grow her new client base while also making sharing advisory information with clients less time consuming.

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Steeped in Tradition, Focused on the Future - Tester Porter

Tester Porter is steeped in history, providing financial services in NSW, for over 100 years. But, while they have been around for a while, they are firmly focused on the future. With limited time available to dedicate to marketing Scott Murray was looking for a technology-based solution that was easy-to-use and would make the time spent on marketing more effective and efficient.

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“BOMA Plays an Integral Role in our Marketing” – Inspire Accounting & Business Services

Inspire Accounting & Business Services were looking for a marketing solution that enabled them to build their network, engage with clients and industry leaders, to grow their business. Gary West, Owner and Director of Inspire, saw BOMA as a great solution that could help centralise and streamline their marketing activity.

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inspire team

Marketing Advisory Services and Business Growth – Woottons Chartered Accountants

Chartered Accountancy Firm, Woottons has been around for a few years. In fact the doors opened over 60 years ago and as the accounting industry has changed, Woottons have worked hard to adapt and evolve in order to continue to provide clients with the best guidance and advisory services.

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Woottons Chartered Accountants

Helping Businesses Grow and Succeed – Alluvia Financial

‘I used to dread sending newsletters to my clients ……. by dread I mean, not even do.’

This is what Jo Doye from Alluvia Financial said when we talked to her about marketing. Jo has been using BOMA now for a few months so we checked in with her to see how it’s going.

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Alluvia financial team photo

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