7 ways to generate leads

woman and man in videoconferenceforget what worked 20 years ago.

by sandi leyva
the accountant’s accelerator

the big change in lead generation for accountants is that there are many more methods out there today to get clients’ attention. the problem — or the opportunity! – is most accountants are still only using the old methods.

more on small-firm growth strategies: want better clients? 5 ways to hook them | 5 ways tech makes your work easier | want more clients? take these 5 steps | 3 tips for following up with prospects | 5 ways a deadline can help close a deal | if you don’t develop your business, who will? | draw new clients in like a magnet

when accountants think about lead generation, methods like telemarketing and direct mail might instantly come to mind. (you might also have a really negative connotation of these methods, but if you do, hang with me for a minute.) it used to be that in telemarketing, if you made a certain number of calls, you could get one appointment, and for every certain number of appointments you set, you could get one new client.
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6 metrics of marketing

businesswoman checking a spreadsheet on a tabletyes, you can do marketing with a spreadsheet and a checklist. (yay!)

by sandi leyva
the accountant’s accelerator

one way to help accountants embrace marketing is to fill training sessions with spreadsheets and numbers, things that most accountants love working on. there’s a lot of insecurity around learning marketing, but when accountants hear they need to do some spreadsheets first, they dive right in.

more on small-firm growth strategies: want better clients? 5 ways to hook them | is it time to reboot your practice? | how a spreadsheet can help stop leaks | how to calculate your ‘opportunity number’ | 3 tips for following up with prospects

here are six numbers i suggest you track:
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3 ways to make cpe work for you

businessman hailing taxi at airportbe honest about the true costs of attending, then compensate.

what’s on accountants’ cpe agendas this year?
join the survey; get the answers.

by sandi leyva
the accountant’s accelerator

attending and learning from conferences can be amazing opportunities for your career or your business. they can also be huge money drains. it’s easy to take a look at the conference registration and make a quick decision about whether we can afford it – or even worse – whether it will clear our credit card limit or not.

more on small-firm growth strategies: stop thinking small | make your services an investment, not an expense | 5 skills to grow your practice | how to calculate your ‘opportunity number’ | 9 ways accountants throw away profits | 3 ways to test your revenue forecast

a smart business owner will take a bit different approach. here’s how to calculate how much revenue or increase in price you need to justify the expense of attending a conference.
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blow your own horn already!

woman yelling into bullhorn and newspapers flying out10 ways accountants are newsworthy.

by sandi leyva
the accountant’s accelerator

as a marketing channel, public relations is one of my personal favorites.

more on small-firm growth strategies: want better clients? 5 ways to hook them | 5 ways tech makes your work easier | stop thinking small | make your services an investment, not an expense | do you want to do compliance your whole career? | 5 ways to get more referrals | 3 ways to get to ‘yes’ with prospects | two daily rituals: focus and measure | 8 must-haves for a prospect kit | if you’re a ‘best-kept secret’ cut it out! | take advantage of 4 key marketing strategies

it includes
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want better clients? 5 ways to hook them

word "client" caught on a treble hookfind the sweet spot for your target client.

by sandi leyva
the accountant’s accelerator

many accountants serve clients with extremely small businesses that gross six figures a year or even less. these clients are prone to being price-sensitive and often struggle with budgets and cash flow. if you’re serving these clients, you’re definitely meeting an important need in the marketplace, but you may also start to question your own prices, or worse, underprice your services.

more on small-firm growth strategies: 5 ways tech makes your work easier | take the focus off price | 5 solutions when clients balk at price | keep more of your busy season earnings | want more clients? take these 5 steps

the good news is that, on average, the higher revenues a company earns, the more likely they are to be a higher-quality client for you. owners with larger companies, on average, are less price-sensitive and less emotional about running their businesses.
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5 ways tech makes your work easier

tech finger blueyour clients may be asking about these already.

by sandi leyva
the accountant’s accelerator

after over 30 years in this profession, accounting has never been more promising and more exciting. the main reason is technology is driving data entry costs so low that it’s just about to disappear. that means we can finally focus on helping small businesses get more out of their accounting dollars through more analysis and better tools.

more on small-firm growth strategies: take the focus off price | 3 ways to save time during busy season | stress less this tax season | prospects like a little wooing | is it time to reboot your practice? | 9 ways to boost your value (and your fees) | design your business around your strengths

here are five areas that i believe are essential to serving clients best:
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take the focus off price

red dollar sign label3 other ways to differentiate yourself.

by sandi leyva
the accountant’s accelerator

i hear more accountants grumbling every day about how price-sensitive their prospects and clients have gotten. and they are right, to a degree. the economy has caused even the rich to count their pennies, and the percentage of people who look at a price tag before they buy has increased over the last five years.

more on small-firm growth strategies: stop thinking small | 5 solutions when clients balk at price | make your services an investment, not an expense | 9 ways to boost your value (and your fees) | 9 ways accountants throw away profits | 9 ways to increase sales through ‘power networking’ | 5 things you know that clients don’t | 3 ways to test your revenue forecast

yet studies show that roughly 54 percent of buyers are not price-sensitive, and i would be willing to bet even more are selectively price-impervious depending on what they buy: women’s shoes, men’s cars, personal services, jewelry, vacations, cosmetics and hair, to name a few exceptions.
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3 ways to save time during busy season

businessman hiding clock in his suit jacketstepping aside from the grind takes discipline, but it’s vital.

by sandi leyva
the accountant’s accelerator

no matter what time of the year it is, it seems like there is never enough time for entrepreneurial accountants to get everything done. here are three not-so-common ideas on how to make the most of your time.

more on small-firm growth strategies: stop thinking small | 5 solutions when clients balk at price | keep more of your busy season earnings | want more clients? take these 5 steps | 5 skills to grow your practice | how a spreadsheet can help stop leaks | 5 cool ways to streamline data sharing | 9 ways accountants throw away profits | 7 ways to get new revenue from old clients | 9 ways to increase sales through ‘power networking’ | 8 must-haves for a prospect kit | if you’re a ‘best-kept secret’ cut it out! | take advantage of 4 key marketing strategies | four ways to stop leaving money on the table

1. promote yourself.
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stop thinking small

402b05ce-2496-4d4e-aa70-5a7276aa5b53banish these 5 thought patterns.

by sandi leyva
the accountant’s accelerator

if you feel you should be doing better than you are in business, your unconscious may be holding you back.

more on small-firm growth strategies: 5 solutions when clients balk at price | stress less this tax season | want more clients? take these 5 steps | 5 skills to grow your practice | 5 ways to get more referrals | 3 ways to get to ‘yes’ with prospects | two daily rituals: focus and measure | 5 ways a deadline can help close a deal | 9 ways to increase sales through ‘power networking’

the first step is to bring it to the surface. only then can it be addressed, released and replaced with a belief that will lead you to increased success.

here are five of the most common thinking patterns or beliefs that will keep your accounting business from growing.
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5 solutions when clients balk at price

woman complaining to businesswoman at laptopfor busy season and year-round.

by sandi leyva
the accountant’s accelerator

no matter how small or large your practice is or how experienced you are, you’re probably going to meet some prospect or clients this busy season who are price-sensitive. many of you try to run from them as far away as possible, and others of you tell me you have to take these clients or you wouldn’t have a full practice.

more small-firm growth strategies for pro members (go pro here): stress less this tax season | 5 tax season motivation tips | keep more of your busy season earnings | make your services an investment, not an expense | 9 ways to boost your value (and your fees) | take advantage of 4 key marketing strategies  | four ways to stop leaving money on the table

so you might already have a solution to dealing with price-sensitive clients that you’re happy with. if you don’t, or are ready for more ideas, this post is for you.
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12 ways to stress less this tax season

happy businesswoman with laptop lying on the grassquick, low-cost stress management tips.

by sandi leyva
the accountant’s accelerator

i don’t want to stress you out, but we really do need to do something about our stress levels.

more on small-firm growth strategies for pro members5 tax season motivation tips | keep more of your busy season earnings | make your services an investment, not an expense | do you want to do compliance your whole career? | 5 ways to get more referrals | 3 ways to get to ‘yes’ with prospects

the american psychological association says our kids are getting headaches, having difficulty sleeping, and eating too little or too much due to pressure from school and household finances. the worst part is that  most parents were not aware of the severity of their children’s stress.
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5 tax season motivation tips

myriad light bulbshistorical figures had some wisdom that carries forward.

by sandi leyva
the accountant’s accelerator

here are a few of the best lessons i’ve received from the masters.

more on small-firm growth strategies: ready for tax season? not so fast | make your services an investment, not an expense | do you want to do compliance your whole career? | how a spreadsheet can help stop leaks | 5 cool ways to streamline data sharing | 3 tips for following up with prospects | if you don’t develop your business, who will? | 3 ways to test your revenue forecast

although tried and true, their stories and hardships keep me energized, upbeat and thinking bigger. read more →

keep more of your busy season earnings

closeup of money being counted by woman6 profit-growing options besides the usual “lower costs, raise revenue.”

by sandi leyva

many accountants these days are anxious to hit the golden $100,000 mark this year. others are interested in growing their revenues steadily and incrementally. still others are focused on lowering costs, raising profits from that side of the equation.

more on small-firm growth strategies: ready for tax season? not so fast | make your services an investment, not an expense | want more clients? take these 5 steps | 5 skills to grow your practice | how a spreadsheet can help stop leaks | two daily rituals: focus and measure | if you don’t develop your business, who will? | 11 ways to add value for clients

all of these approaches are well and good to help you keep more of what you make, but there are far more options to grow your take-home dollars besides raising revenue and lowering costs.
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