beyond compliance: six tips for adding value
take an objective look and build your road map. by sandi smith leyva here’s a question: what portion of your revenues are derived from compliance work – e.g., tax preparation…
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five emotional skills for entrepreneurs
this goes deeper than leading and communicating.
by sandi smith leyva
accountant’s accelerator
there are courses and conferences to help you build the technical skills you need to succeed in accounting. but if you think about it, there is no cpe to help you with the emotional side of your business, and there are plenty of times on a daily basis that the emotional side of business comes into play:
more: four tips for tough times | now’s the time to clean up your email list | five lessons my clients taught me | five tips for virtual team member happiness | boost your cross-selling in two easy steps | beyond bookkeeping: five value-add service areas | 11 kinds of wealth
exclusively for pro members. log in here or 2022世界杯足球排名 today.
1) making a price increase or setting your prices in the first place
2) firing a client from you-know-where
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how to plan a business-building machine
when a lead comes in, what do you do?
by sandi smith leyva
the complete guide to marketing for tax & accounting firms
most accountants want a website that will bring them leads. many accountants have been very disappointed in past attempts to get this marketing channel working for them, and i’d like to give you some ideas why that might have happened.
more: five tests: how open are you to change? | 13 reasons to master consumption marketing | when to talk about fees | take a moment for appreciation | five things clients have taught me | why your social media is a flop | beyond quickbooks: wowing your clients
the good news
the good news is that you can, indeed, get business from your accounting website. as a matter of fact, you can get big business. every week, clients tell us that they had someone fill out the contact form, call or email, or sign up for their newsletter. some leads have been really big, too: mid-market, franchises, multiple locations and many more.
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take a moment for appreciation
work on building your resilience.
by sandi smith leyva
the complete guide to marketing for tax & accounting firms
most of the time, being an accounting entrepreneur is a delight, an honor and a great way of life.
more: five skills that spell success | the seven-step plan for marketing by spreadsheet | five things clients have taught me
every once in a while, there can be those days when you need a little moral support for one reason or another. read more →
cross-selling by spreadsheet
start with two easy steps.
by sandi smith
here’s a great spreadsheet exercise you can do to identify what i call “low-hanging fruit,” which means added revenue that will not take too much time or money to go after.
more: why your social media is a flop | the biggest seo secret of all: google business listings | beyond bookkeeping: five value-add service areas | beyond quickbooks: wowing your clients | five ways to get better clients
open excel, and start a worksheet from the sales numbers in your accounting system.
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the complete guide to marketing for tax & accounting firms
…can do to exponentially increase your marketing results the three columns you absolutely must use on a spreadsheet to measure marketing results about sandi smith leyva sandi smith leyva,…
卡塔尔世界杯常规比赛时间 joins thought leader symposium #cpatls
…& technologies) michelle (golden) river (fore llp) donny shimamoto, cpa.citp, cgma (intraprisetechknowlogies) doug sleeter (sleeter consulting) sandi smith-leyva, cpa, cma (accountant’s accelerator) brian tankersley, cpa.citp, cgma (k2 enterprises) geni whitehouse,…
10 marketing materials you need
including one to implement right now.
by sandi leyva
you need materials with the right messaging to fuel your marketing plan. there is a certain core of materials you need across all marketing channels.
more small firm growth strategies: make direct mail work for you | how to use ‘warmed-up’ telemarketing | technical aspects of video and youtube | how to maximize online profile sites | build your community reputation | 5 ways to get more referrals | use feedback for service innovation | create your marketing plan
exclusively for pro members. log in here or 2022世界杯足球排名 today.
crafting a really tight message will get your prospects’ attention and more easily convert them into accounting clients. when you have a bad message, you work much harder and have to meet many more prospects to convert into clients. when you have a great message, you work less, convert more and keep your costs down.
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level-up your client base the complete guide to marketing for tax & accounting firms
the a-to-z program with checklists, samples, step-by-step procedures, and case studies
by sandi leyva
$275.00 – $295.00 learn more -
the 卡塔尔世界杯常规比赛时间 pathfinder series talent development & career planning
serious, pertinent topics and ideas accompanied by action-oriented self-assessments and workbook activities designed to inspire personal and professional development.
free u.s. shipping via priority mail
$195.00 learn more