Free Business Growth Assessment, Score & Profile ►

We Help You Get Clients & Keep Clients, So You Can Work Less & Profit More

ABOUT PATRICK MULDOON, CPA & BGS

More Time, More Money, More Freedom: How We Help Financial Pros Thrive

We're Business Growth Success and we're not another big tech/marketing agency. We're your dedicated partner in growth, automation and efficiency.

Our team deeply understands the unique needs and challenges of financial professionals, like Accountants, Bookkeepers, CPAs, Tax Pros, Estate & Financial Planners & Advisors. We're passionate about leveraging the latest in business technology to help our clients thrive - at the least time, effort and cost.

♥ GET CLIENTS. KEEP CLIENTS

WORK LESS. PROFIT MORE ♥

From one Financial Professional to another: We help you cut through business growth chaos with a simple, automated lead generation, follow-up, appointment booking, client retaining and reselling system, so you can scale easily, profitably and sustainably.

~ Patrick Muldoon, CPA, Founder & President

(1) 360° DiagnosticLearn More

(2) Growth AutomationLearn More

Free Strategy SessionNo Pitch. No Obligation.

We Help Financial Pros Get Clients, Keep Clients, Work Less & Profit More

Simplify ► (1) System (2) Strategy (3) Action Plans

Results ► Increase Profit | Save Time, Effort & Money

We Specialize in Growing Small to Medium-sized Financial Businesses:

Accountants, Bookkeepers, CPAs, Tax Pros, Estate & Financial Planners & Advisors

Want to see how our boutique consulting firm delivers so much more value to you than a marketing agency, often at a much lower cost? Click here (opens in new window)

About Business Growth Success Inc. Financial Pros, We Are Here To Help You Grow!

Hello! I am Patrick Muldoon, a Business Growth System Architect for Financial Professionals, a CPA, and Founder / President of Business Growth Success Inc. I'm also a Financial Professional for 35+ years!

Our Mission:

Help Overwhelmed Financial Pros Get Clients & Keep Clients so they can Work Less & Profit More with Less Time, Effort and Money.

Patrick Muldoon, CPA

Founder & President

How?

We implement:

1. an affordable SYSTEM

2. a proven STRATEGY

3. and consistent, automated ACTION PLANS

Result?

The System|Strategy|Action Plans allow you to:

1. Build Trust

2. Attract and Convert Leads

3. Retain Clients

Who We Serve

Business Growth Success specializes exclusively in small to medium-sized financial businesses, including:

Accountants looking to move from reactive service delivery to proactive growth
Bookkeepers ready to systematize client acquisition and escape feast-or-famine cycles
CPAs who want predictable, year-round revenue instead of seasonal spikes
Tax Professionals tired of burning out every tax season with no time for growth
Estate Planners building long-term client relationships and referral networks
Financial Planners ready to scale their practice without scaling their hours
Financial Advisors who want to replace Random Acts of Marketing with proven systems
We serve financial professionals across the major English-speaking countries including the United States, Canada, United Kingdom, Australia, New Zealand, and Ireland.

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Why Choose Us

Most marketing agencies hand you tactics — run ads, post on social, send emails — without understanding your business model. We're different from a marketing firm because:

We've been in your shoes. Patrick is a CPA who spent 35+ years in financial services. He understands your client acquisition challenges, regulatory concerns, and trust-building needs.
We bring Big 4 systems to small practices. The frameworks that work at PwC and Deloitte can work for you too — adapted for your reality and budget.
We focus on systems, not tactics. Anyone can run a Facebook ad. Forget RAM (Random Acts of Marketing), it doesn't work. We build complete business growth systems that generate leads, convert prospects, and retain clients automatically.
We deliver boutique service at accessible prices. You get the attention of a dedicated partner, not a junior account manager at a large agency.

Take Advantage of Modern Technology

If you are not taking advantage of the latest marketing tech, we are here to help! Now is the time for budget-friendly smart tools, automation and AI (Artificial Intelligence). Companies who use technology to their advantage to Simplify, Integrate and Automate will always beat those who don't. Today's software is simple and easy to automate, saving you time, effort and money.

Affordable Systems To Help You Grow

It is important to drive your business growth through an automated marketing system and NOT through the use of the latest shiny objects. The Business Growth System is the single most important tool that every small to medium-sized financial business should have to attract and capture leads, nurture and close the deals, as well as retain and further resell to your clients.

Capture Leads From Your Website, Social Media, Google, and more!

Text messaging is the #1 preferred method of conversation today, so why make your customers call you? Unlock the power of Text Messaging, Facebook Messaging, Instagram DM, and Google Business Chat - all in one place!

Generate FREE Leads From Existing Traffic
Unlock More Prospect Channels

Our Goals Revolve Around You!

We Focus on Your Positive Results

Powerful Yet Affordable Products & Services

Our main goals revolve around getting you positive results. We provide the powerful and affordable products and services to easily accomplish that. We care about making you more money, saving you time and effort, making things simple, giving you peace of mind while allowing you to have more freedom and control of your time. We are always here to help you!

Generate Sales With The Push Of A Button

Turn your database of leads & customers into new sales via email and text-message campaigns whenever you want!

Turn First-Time Customers Into Repeat Buyers
Drag-And-Drop Email Builder

Patrick Muldoon: CPA, Founder & President | Business Growth System Architect

Patrick Muldoon has 35+ years financial experience:

Business & Systems Consultant, Financial Auditor, CPA (Chartered / Certified Professional Accountant)

Big 4 Accounting Firms: PwC Price Waterhouse Coopers & Deloitte

CFO / Controller experience with private companies

Investment Advisor at RBC Dominion Securities

Patrick Muldoon, CPA - Founder & President of Business Growth Sucess

Patrick is no longer a practicing CPA. He fell in love with business software, growth and marketing, leading to his transition to a Business Growth System Architect.

His passion has always been with business and marketing software and systems. He has high level skills in business and marketing software, systems, automation, AI, productivity software, accounting, finance and computer programming. He is a Certified Clickup Expert, which is top shelf software for project management and productivity. Most importantly, Patrick is completely hands on and very passionate about helping Financial Professionals grow their business using an affordable system, a proven strategy and automated action plans.

Patrick Muldoon CPA working at office desk image

Patrick Muldoon's Background

During his 35+ years, Patrick has:

Became a CPA (Chartered / Certified Professional Accountant).
Audited private companies at PwC, giving him insight into what makes small to medium-sized businesses efficient and profitable.
Managed Deloitte’s Computer Services group, where he ensured clients had the right software systems in place to manage, streamline, and expand their businesses.
Served as CFO / Controller for mid-sized private firms, where he learned firsthand the challenges of wearing multiple hats, managing limited resources, and trying to get new clients.
Worked as an Investment Advisor at RBC Dominion Securities, understanding the client acquisition and retention challenges financial advisors face daily.
Built and managed teams, implemented business systems, and navigated the exact growth challenges you're facing now.

Contact Us - We Are Here To Help You

Whenever you need help growing your financial business, we are here to assist. You can set an appointment, call, email or text us. We would love to hear from you and discuss how we can assist you in achieving your business goals.

Click here to go to our Contact page
Book a free Strategy Session. No pitch, no obligation.
Email: patrick [@] e.BusinessGrowthSuccess [dot] com
Office Number / Text Us: +1 877-398-4710
Visit me on Linkedin

Contact Us - We Are Here To Help You image

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FAQ's

Who is Patrick Muldoon?

Patrick Muldoon is a CPA and Business Growth System Architect with 35+ years of experience in financial services. His background includes senior roles at Big 4 accounting firms (PricewaterhouseCoopers and Deloitte), CFO/Controller positions with private companies, and Investment Advisor at RBC Dominion Securities. He is now Founder & President of Business Growth Success Inc., helping financial professionals grow their practices with an affordable and reliable system, proven strategies and consistent action plans.

What is Business Growth Success Inc.?

Business Growth Success Inc. is a boutique consulting firm that specializes in helping financial professionals — accountants, bookkeepers, CPAs, tax professionals, estate planners, financial planners, and financial advisors — get clients, keep clients, work less, and profit more. We provide an affordable system, proven strategies, and consistent, automated action plans tailored specifically for small to medium-sized financial businesses.

What makes Business Growth Success different from other marketing agencies?

Business Growth Success is not a traditional marketing agency. We are a boutique consulting firm led by a CPA who has been a financial professional and business software specialist for 35+ years. Patrick understands the unique challenges financial pros face because he's lived them. We bring Big 4 rigor and enterprise-level systems to small and medium-sized financial practices at affordable prices. Our focus is not just on marketing tactics, but on complete business growth systems — strategy, automation, and execution.

Why did Patrick Muldoon transition from a practicing CPA to business growth consulting?

Patrick fell in love with business growth and marketing systems during his 35+ years in financial services. His passion has always been business, accounting and marketing software, systems, automation, and AI. After decades of experience in accounting, finance, investment advisory, and software programming, Patrick realized he could make a bigger impact by helping financial professionals leverage modern technology to grow their practices — so they can work less, profit more, and have the freedom they deserve.

Where is Business Growth Success located?

Business Growth Success Inc. is based in Windsor, Ontario, Canada, on the Canada-USA border next to Detroit, Michigan, USA. However, we serve financial professionals across the United States, Canada, United Kingdom, Australia, New Zealand, and Ireland. Our systems and consulting services are delivered virtually, allowing us to work with clients globally.

• BIG RESULTS FOR SMALL TO MEDIUM-SIZED BUSINESSES •

Successfully Grow Your Financial Firm With An Affordable Marketing Automation and AI System

(1) 360° DiagnosticLearn More

(2) Growth AutomationLearn More

Free Strategy SessionNo Pitch. No Obligation.

Powerful and Affordable System and Services to Help You Grow Your Financial Business. Simplify, Integrate and Automate: Use the Latest Technology to Your Advantage!