sandi smith leyva, author at 卡塔尔世界杯常规比赛时间 - page 9 of 25

seven performance boosters for your firm

which one will you try this week?

by sandi leyva

if you’re ready to have your best year ever, then your first step is to plan to do something different. you won’t get to the next level doing saly – same as last year. here are seven things to consider doing differently in 2021 that will help take you to the next level:

more on small-firm growth strategies: why your google ranking is about to tank | seven tips to keep the clients you have | clubhouse: hottest new social platform or just more noise? | survey: who’s not billing for ppp services? | 5 ‘low-hanging fruit’ ways to raise your revenues right now
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move from reactive to proactive. work on fine-tuning your project management during busy season so that your results improve at each step of the way: getting new clients, onboarding them easily and systematically, delivering the service, getting paid, and retaining the customer. read more →

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seven tips to keep the clients you have

“just about every time i called or emailed a client, they would think of more work for me.”

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 because the trust factor between people continues to decline year after year. you might want to think about redirecting a portion of your marketing attention on your existing client base instead of networking for new clients. (and by the way, sending clients an organizer is not marketing!)

more on small-firm growth strategies: 12 ways to stress less this busy season | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis
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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.
read more →

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six ways to make your own history during women’s history month

most of them are easier than you might think.

add your voice to comments: what’s working for women in the profession? and what needs more attention (especially this year when issues like this get pushed to the lowest priority)?

by sandi leyva

did international women’s day come and go again in your firm without much fanfare? that’s ok because you have the entire month of march to not only celebrate women’s history month but also to make some history of your own.

more on small-firm growth strategies: clubhouse: hottest new social platform or just more noise? | who’s offering your clients ppp services? | ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services? | add these money-making rituals to your work day | 3 ways to opt out of any downturn | 5 ‘low-hanging fruit’ ways to raise your revenues right now | how to lead in a crisis
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here are several ideas you can implement immediately that will each take one small step toward advancing women.
read more →

client service opportunities

who’s offering your clients ppp services?

84% of your colleagues are.

by sandi leyva

clients have inundated accountants all year with questions and issues about the paycheck protection program (ppp), and no end is in sight.

more: ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

earlier this year, it was all about loan acquisition. now, borrowers are gearing up for loan forgiveness and asking their cpas for assistance.
read more →

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ppp client fraud: how much risk is too much?

where do you fall on the risk-tolerance scale?

ppp: are the risks worth it?
practice management do’s and don’ts
join the survey. get the results.

by sandi leyva

how aggressive should you be when advising clients on paycheck protection program (ppp) forgiveness?

more: survey: who’s not billing for ppp services? | ppp traps: 1 in 5 accountants report shady dealings | add these money-making rituals to your work day | 3 ways to opt out of any downturn

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while any risk stance should always be the decision of the clients, we asked this question in a recent joint accountant’s accelerator / 卡塔尔世界杯常规比赛时间 ppp survey: on average, across all of your clients, how aggressive of a stance are you taking with ppp forgiveness?

we asked 600+ survey respondents to choose a number between zero and 100 where zero is conservative or extremely risk-avoidant and 100 is aggressive or extremely risk-tolerant. the mean was 42, or slightly more conservative than aggressive.
read more →

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survey: who’s not billing for ppp services?

some serving the greater good. others are just confused.

by sandi leyva

some 22 percent of respondents are not charging their clients for ppp services, and the overwhelming majority are doing it to increase client retention, build goodwill, and do their part to help their clients and the economy, according to the new survey sent out by 卡塔尔世界杯常规比赛时间 and accountant’s accelerator

more: ppp traps: 1 in 5 accountants report shady dealings | replay: how to dazzle clients in the covid age | don’t get burned by these ppp pitfalls | three ways to leverage today’s uncertainties for renewed growth | covid is calling

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with over 600 accountants responding, many give away services such as loan acquisition, loan forgiveness, review of form 3508, tracing assistance, and risk management advice.
read more →

politics & government

ppp traps: 1 in 5 accountants report shady dealings

fake employees, fake businesses, and lavish spending mar the covid relief program.

have you walked away from any ppp engagements?
ppp practice management do’s and don’ts:
join the survey. get the results.

by sandi leyva

with fast money comes fast fraud, and the arrests and jail terms are only just beginning for individuals who applied for ppp money under false pretenses and have already been caught. you’ve seen the headlines, where people from every walk of life including reality tv stars, rappers, a wal-mart manager, and even an nfl player have been arrested on charges of ppp loan fraud.

ppp fraud has likely already impacted your firm. the extent of the fraud is the real story.

one thing is fairly predictable: “audits will pick up,” says bradley burnett, tax attorney and instructor of the ppp forgiveness webinars being conducted by accountant’s accelerator and 卡塔尔世界杯常规比赛时间.

according to respondents of an ongoing survey being conducted by 卡塔尔世界杯常规比赛时间 and accountant’s accelerator, preliminary results show that just over 1 out of every five accounting professionals offering ppp services (22 percent) has had to walk away from at least one ppp engagement. and one firm has had to walk away from more than five ppp engagements.

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add these money-making rituals to your work day

you know the drill: work on the business.

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

there’s something special about the word ritual. it sounds sacred, like you wouldn’t dare break it. it sounds a little mysterious, as if there’s a component you can’t quite control. and it sounds colorful, like something full of character that you would never get bored of.

more on small-firm growth strategies: 3 ways to opt out of any downturn | 5 ‘low-hanging fruit’ ways to raise your revenues right now | how to think straight through the coronavirus crisis | tech tools for working through the coronavirus | 7 tips to boost your firm’s performance in 2020 | major search algorithm change could affect your rankings | making content marketing part of your growth strategy | change overload: 5 simple coping strategies | share data 5 easy ways
exclusively for pro members. log in here or 2022世界杯足球排名 today.

these days, rituals can bring much-needed certainty to our lives. we don’t think about rituals much when it comes to business, but i think we should. what rituals could you create in your business that will rev up your revenues and reduce the uncertainty that is swirling around us? here are two ideas to get your engines started.
read more →

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3 ways to opt out of any downturn

you can succeed no matter what the economy is doing.

by sandi leyva

all roads point to a significant downturn in the overall economy for the next few years. if you’re interested in simply opting out of all that mess and creating your own economic success for you and your clients, then keep reading. i truly believe many of you have the power and ability to make a difference as to whether your clients sink or swim in 2020.

more on small-firm growth strategies: 5 ‘low-hanging fruit’ ways to raise your revenues right now | stuck at home right now? here’re 100 good ideas to relieve the stress | how to lead in a crisis | how to think straight through the coronavirus crisis | tech tools for working through the coronavirus | 7 tips to keep the clients you have | do you know your opportunity number? | 7 tips to boost your firm’s performance in 2020 | 5 mistakes to avoid when seeking new clients | survey quantifies link between online reviews, revenue
exclusively for pro members. log in here or 2022世界杯足球排名 today.

here are three ways to make a difference for your own firm and for your clients.
read more →

featured

5 ‘low-hanging fruit’ ways to raise your revenues right now

a little thought goes a long way.

by sandi leyva
getting new clients

if august is a slow business month for you, it’s not just your business.

more on small-firm growth strategies: stuck at home right now? here are 100 good ideas to relieve the stress | how to lead in a crisis | how to think straight through the coronavirus crisis | tech tools for working through the coronavirus | survey quantifies link between online reviews, revenue | major search algorithm change could affect your rankings
exclusively for pro members. log in here or 2022世界杯足球排名 today.

with people making the most of a disappearing summer, it’s all most of us can do to stay on our routines.

busy season management

stuck at home right now? here’s 100 good ideas to relieve the stress

many of them are free.

how’s covid-19 impacting your busy season?
join the survey. sound off. get answers.

by sandi leyva, annie tao, marjory rase, and cutter slagle

i wanted to help my staff blow off some steam this week, so i asked them to come up with some tasks that we can all do while we’re sheltering in place and doing our thing to flatten the curve.

卡塔尔世界杯常规比赛时间 is providing free access to our latest coronavirus crisis updates: start here for a guide to all our coverage.

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if your kids (or you) are already asking, “are we there yet?” here are some ways to distract them. read more →

leadership

how to lead in a crisis

9 steps to pull you through the coronavirus pandemic even stronger.

by sandi leyva
the accountant’s accelerator

as accounting professionals, we’re on the front lines helping our small business clients and our employees through this crisis in multiple ways. it’s a chance for us to display extraordinary leadership as a profession.

more on small-firm growth strategies: how to think straight through the coronavirus crisis | tech tools for working through the coronavirus | 7 tips to keep the clients you have | do you know your opportunity number? | 7 tips to boost your firm’s performance in 2020

see all 卡塔尔世界杯常规比赛时间 special coronavirus crisis coverage

exclusively for pro members. log in here or 2022世界杯足球排名 today.

here’s a tweet i just love that exemplifies the times:

here are some reminders for all of us as we step up to lead our firms and help our clients in these times:

sandi smith leyva

more at store.www.g005e.com

sandi smith leyva, cpa.citp, helps small business owners get more clients, boost their revenues, and achieve their dreams using painless, low-cost marketing strategies.

she's the author of
the complete guide to marketing for tax & accounting firms,
published by 卡塔尔世界杯常规比赛时间, which she discusses here:

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

add your voice to comments: what’s working for women in the profession? and what needs more attention (especially this year when issues like this get pushed to the lowest priority)?

ppp: are the risks worth it? practice management do’s and don’ts join the survey. get the results.

ppp: are the risks worth it?
practice management do’s and don’ts
join the survey. get the results.