here’s what you’re looking for: sandi smith leyva

marketing & sales

seven steps to keeping your clients forever

two businessmen shaking hands at a restaurant table

bonus: you’ll probably see more revenue from them, too.

by sandi leyva
the complete guide to marketing for tax & accounting firms

it’s far less expensive to keep your existing clients happy than it is to find new clients, especially since the trust factor between people is at an all-time low.

more: ten ways to make your business irresistible | eleven ways to serve clients even better | eight ways to build busy-season stamina | make your prospect kit stand out | six ways to beat the competition | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

so you might want to think about redirecting a portion of your marketing attention on your existing client base instead of networking for new clients.

i’ve met a lot of business owners who have trouble getting their employees to sell while they’re on-site, and i’ve also heard from some customers who’ve remarked that their vendors don’t stay in touch with them. so here are some tips to mine the pot of gold that lies right before you: your current clients who already trust you and are eager to hear about new solutions that will ease their pain and problems.
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advisory & consulting

how to leverage chatgpt in advisory work

learn the language of commands and prompts. and check the math.

by sandi leyva

the generative ai model chatgpt, developed by openai, has been out for over a year. yet, roughly half of the accounting professionals taking my chatgpt webinars haven’t found the time to try it out yet. in this article, i want to give you a sneak peek into just one of the many tasks chatgpt can perform for you to shorten your day potentially.

check out our courses on chatgpt,
offered as a deep discount bundle or separately.
webinar schedule:
more chaptgpt here

let’s say you have a client with some advisory questions. they want to know the answers to the following four questions based on sales data for a particular period:

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checklist

your chatgpt checklist: get started with generative ai

what accountants need to know today.

by sandi leyva

chatgpt is a game-changing technology for accounting and tax professionals. if you haven’t already tried it, you’re missing out on potentially significant efficiencies for your firm. like any technology, it has some pitfalls you must be aware of. but that shouldn’t stop you from at least seeing what all the fuss is about.

more chaptgpt here

here’s a 12-item checklist to get you started on chatgpt:

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marketing & sales

ten ways to make your business irresistible

magnet drawing in three people

draw new clients in like a magnet.

by sandi leyva
the complete guide to marketing for tax & accounting firms

if you’re an expert at something, don’t be the best-kept secret on your block. get the word out about what you can offer others, and one way to do that easily, especially if you’re an accountant, is to build your reputation.

more: eleven ways to serve clients even better | give to receive, and eight more ways to boost sales | five things that clients don’t know about accountants | five ways to wow your clients | how to fight feeling overwhelmed | you’re missing 60% of your revenue | make the most of cpe conferences | beyond compliance: six tips for adding value | track six figures to test your marketing | when you don’t know what you don’t know
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are 10 quick tips to boost yours.

1. get credentialed, certified or educated. a good credential – and the cpa is pretty much the gold standard – will get you instant credibility with your prospects and clients. you are simply treated better and respected more when you’ve earned a credential that others recognize.
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client service opportunities

eleven ways to serve clients even better

businessman standing outside the office on the phone with coffee

improve your relationships and your revenue.

by sandi leyva
the complete guide to marketing for tax & accounting firms

as you build your relationships with your clients, it’s always a good thing to see how you can serve them even better.

here are 11 ways you can add value to your existing services that will enable you to stand out from the competition, serve the client better and put more green in your bank account.

more: give to receive, and eight more ways to boost sales | five ways to target the low-hanging fruit | are your revenue projections realistic? | six strategies to make more without working more | the art of prompt engineering for accountants | calculate your business relationship ratios
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as you go through the list, check them off to see which ones you are doing, and which ones sound good to add to your business.
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marketing & sales

give to receive, and eight more ways to boost sales

confident businesswoman handing man a business card in networking session

these tips work for referrals, too.

by sandi leyva
the complete guide to marketing for tax & accounting firms

networking is an essential part of building your business.

whether you network locally, nationally or internationally, there are some tips that are common to all businesses:

more: five ways to target the low-hanging fruit | eight ways to build busy-season stamina | make your prospect kit stand out | six ways to beat the competition | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals? | generative ai: should you avoid it or adopt it? | want better clients? here’s how | get your name in the news
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1. be crystal clear about what you do and how people can use you. also know exactly who your ideal client is in case you’re asked. if you don’t do this, you’ll leave people scratching their heads about you and they won’t know how to connect with you even if they want to.
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marketing & sales

five ways to target the low-hanging fruit

ripe apples are hanging on a branch covered with first snow

easy tips you can implement right now.

by sandi leyva
the complete guide to marketing for tax & accounting firms

if business has slowed for you, it’s not just you. with people finishing their holiday preparations, getting ready for school vacations and trying to keep from falling to the latest batch of colds making the rounds, it’s all most of us can do to stay on our routines.

more: eight ways to build busy-season stamina | five things that clients don’t know about accountants | you’re missing 60% of your revenue | beyond compliance: six tips for adding value | track six figures to test your marketing | eight things to give new clients | four ways small firms can beat large ones | five emotional skills for entrepreneurs | transform your marketing with crm | five kinds of small thinking | five tests: how open are you to change?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as entrepreneurs, we still need to make payroll, meet our budget goals and get enough cash in to keep our doors open. so how can we cash in on the low-hanging fruit?
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pro member exclusive

eight ways to build busy-season stamina

attitude is key, but can only do so much.

by sandi leyva
the complete guide to marketing for tax & accounting firms

busy season is just around the corner. can you feel the excitement? or the dread?

here are eight ways to boost your stamina and minimize burnout for those of you who are working long hours in the weeks ahead.

more: five things that clients don’t know about accountants | are your revenue projections realistic? | six strategies to make more without working more | the art of prompt engineering for accountants | calculate your business relationship ratios | five ways to acquire more clients | five stages of any business | put your linkedin profile to work | what’s in a (domain) name? plenty
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1. understand the physical limitations of “willpower.”

according to scientists, our willpower is replenished every morning after a good night’s sleep. it’s strongest in the morning (even if you’re an evening person like me), and it wanes throughout the day. the more stress you’re under, the faster it depletes during the day, and sometimes your willpower runs out before the day does.
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marketing & sales

five things that clients don’t know about accountants

number 5 drawn in sand

we have to remember to offer this information.

by sandi leyva
the complete guide to marketing for tax & accounting firms

i’m pretty sure that i am not the only accountant who has made the following mistakes with clients. here are a couple of ideas to help us remember what we know that the client doesn’t and why it costs us when we forget.

more: are your revenue projections realistic? | make your prospect kit stand out | six ways to beat the competition | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals? | generative ai: should you avoid it or adopt it? | want better clients? here’s how | get your name in the news | four ways small firms can beat large ones
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1. clients do not know how to evaluate our technical skills.

if you need to hire an accountant, chances are you don’t know a lot about accounting. it just follows that you’re not going to be perfect at hiring an accountant. as accountants, we need to remember that it’s not our technical prowess that gets us the job because the client has no way of evaluating that piece.
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marketing & sales

are your revenue projections realistic?

outstretched hand reaching through funnel of money

three ways to evaluate your new client funnel.

by sandi leyva
the complete guide to marketing for tax & accounting firms

you may have heard about the marketing funnel before. there are lots of variations, and i want to cover it in a way that helps us examine our mix of products, services and prices.

more: make your prospect kit stand out | five ways to wow your clients | how to fight feeling overwhelmed | you’re missing 60% of your revenue | make the most of cpe conferences | beyond compliance: six tips for adding value | track six figures to test your marketing | when you don’t know what you don’t know
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the funnel can be pictured like a big “v.”  at the top, wide-open part, there are a lot of prospects interested in your services and products. at the bottom, narrow part, there are a few select customers who buy the most from you.
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marketing & sales

make your prospect kit stand out

businesswomen shaking hands and exchanging a folder

eight must-haves and 10 ways to go beyond the expected.

by sandi leyva
the complete guide to marketing for tax & accounting firms

if you’ve spent any time at all in business talking with prospects on the phone or in person, then you probably have a list of benefits or advantages that you like to mention about your company to every prospect. you may have a very structured way of going about this, and you may not.

more: five ways to wow your clients | six strategies to make more without working more | the art of prompt engineering for accountants | calculate your business relationship ratios | set bold new goals for the rest of the year | five ways to acquire more clients | five stages of any business | leverage your client list today | need leads? try a quiz
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in any case, building a prospect kit will help you become even more consistent in the presentation of your company’s strong points to prospects. and, it’s absolutely essential as you move into larger and larger business deals.

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pro member exclusive

five ways to wow your clients

chocolate chip cookies in white plate with red cup coffee

sometimes it truly is the thought that counts.

by sandi leyva
the complete guide to marketing for tax & accounting firms

you don’t have to be the ritz-carlton or mercedes to provide your customer with a great experience.

just a little forethought and planning will make a huge difference.

more: six strategies to make more without working more | six ways to beat the competition | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals? | generative ai: should you avoid it or adopt it? | want better clients? here’s how | get your name in the news
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are five tips for your consideration:

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pro member exclusive

six strategies to make more without working more

time is money : clock hands on $100 bills

are there skills you can leverage in multiple ways?

by sandi leyva
the complete guide to marketing for tax & accounting firms

when i worked in the corporate world, it was always great to get a raise. now that i am an entrepreneur, raises are replaced by increases in revenue and profits. more revenue and profits are nice, as long as we’re not working correspondingly more hours.

more: six ways to beat the competition | how to fight feeling overwhelmed | you’re missing 60% of your revenue | make the most of cpe conferences | beyond compliance: six tips for adding value | track six figures to test your marketing | when you don’t know what you don’t know | eight things to give new clients | put your linkedin profile to work
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

so how can we give ourselves a true raise: work the same amount of hours or less and make more? here are a few strategies for your consideration:

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