247 search results for "by sandi"

how to leverage your most valuable asset

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accountants are just beginning to understand the untapped opportunities in their clients and referral sources.

by sandi smith leyva
author, “10 keys to doubling your revenues”

one of the most valuable assets i have is my list of clients.  i wouldn’t be in business if it weren’t for my clients, and i am grateful for each of you every day.

keeping a formal list of clients and subscribers in a list management system is often overlooked and frequently underutilized, especially in our industry.  there are a couple of reasons for this.  one is that some accountants are just beginning to understand the five big revenue-building reasons to understand the power of email marketing.

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what the death of data entry means for accountants

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by sandi smith leyva
the accountant’s accelerator

imagine that a new client comes to you with “the dreaded shoebox” of bank reconciliations, receipts and bills. the client is a year or so behind, and you are hired to get them caught up. do you take that client, knowing you’ll be swamped doing data entry for weeks at a low hourly rate?

the good news is it doesn’t have to take weeks anymore. and even better, you don’t have to charge a low rate for data entry. your “shoebox” client is now a profitable client who would be worth adding to any accounting firm’s book of business. what’s the secret? read more →

xero’s on a mission: beautifying the accounting industry

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by sandi smith leyva

if you have small business clients that don’t pay attention to their accounting as much as you would like them to, you are likely not alone.  the problem is that most of us accountants give up on those types of clients who seem apathetic to our passion for numbers.  we shrug our shoulders and consider the client a hopeless case if they won’t take a look at their financial reports at our urgings. read more →

the emotional side of the tax and accounting business

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five essential skills every successful practice owner needs.

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: read more →

the five tech trends turning beancounters into business advisors

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as data-entry costs plummet, new opportunities for accountants open up.

by sandi smith leyva
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.

here are five areas that i believe are essential to serving clients best: read more →

three must-have checklists for your practice

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checklists work for astronauts. why not accountants?

by sandi smith leyva
accountant’s accelerator

airplane pilots and astronauts have checklists for just about everything they do.  checklists promote performance consistency, make it easier to learn new procedures and increase safety exponentially.  in accounting, we can learn from the airline industry and apply checklists to certain areas of our practices in order to reap similar benefits.   here are three areas of your accounting practice that can benefit from checklists: read more →

seven busy season success secrets

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tip #5: get paid before filing.

by sandi smith leyva
accountant’s accelerator

here are some fast tips to help you make the most out of busy season, which is when you have the highest amount of your clients’ attention all year long. read more →

two steps to easy upsells

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by sandi smith leyva
accountant’s accelerator

adding revenue does not have to take much time or money. start by going after the low-hanging fruit.

open excel or your favorite spreadsheet tool, and make a worksheet from the sales numbers in your accounting system. list the name of each current, active client you have in the rows of the spreadsheet. across the top, make columns for each service you offer. for example, if you offer tax, bookkeeping and quickbooks consulting, you will have three columns.

you can break your revenue out any way you like. the more columns, the better.

then, drop in your revenue numbers from your accounting system. in quickbooks, you may be able to run your sales by customer summary to make it faster. you can create the columns by class, if that’s what you use to break out your revenue by service line.

that’s step one, to create your spreadsheet. step two is the fun part.

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