378 search results for "by sandi"

cross-selling by spreadsheet

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

open excel, and start a worksheet from the sales numbers in your accounting system.
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should you try influencer marketing?

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hint: it can solve more than your marketing needs.

by sandi leyva and jason holmes

influencer marketing has been around forever in retail marketing, but does it have a place in the accounting and tax profession? absolutely! here’s what most firms are missing out on when it comes to leveraging this profitable channel.

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 | 11 kinds of wealth | 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

first, let’s get everyone on the same page and define influencer marketing. it’s simply getting help from someone with a large following – an influencer – to market your offerings in exchange for value or a fee. in a way, it’s like an endorsement or sponsorship. but unlike a sponsorship, which is somewhat passive, an influencer is more actively participating in the promotion of your items. you might think of influencers as paid referrals on steroids.
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why your social media is a flop

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young people holding social media logosand how to fix it.

by sandi leyva and jason holmes

social media marketing is the number three way that accounting and tax pros are gaining new business, according to the new clients survey conducted by accountant’s accelerator and 卡塔尔世界杯常规比赛时间.

that’s plenty of evidence to show that it’s working for thousands of accountants.

related webinar:
thursday, dec. 16, 1 pm et.
register | learn more

so, why is your social media failing? read more →

the biggest seo secret of all

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your prospects use it. so should you.

by sandi leyva and jason holmes

one of the most important signals that google uses to rank websites higher in local search results is something that is not even on most accounting firms’ marketing radar. it’s the free business listing that google offers: google my business.

more: beyond bookkeeping: five value-add service areas | beyond quickbooks: wowing your clients | five ways to get better clients | 11 kinds of wealth | 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

cpas who take advantage of this listing will have their marketing dollars go much further, even if they outsource this task.

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beyond bookkeeping: five value-add service areas

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smiling woman meeting with man in officebe an investment, not an expense.

by sandi leyva

every business needs to do some level of bookkeeping for a couple of reasons:

1) various government agencies require reporting and payments based on the company’s results.

2) the owner needs a certain amount of information to manage their business and keep it profitable.

more: beyond quickbooks: wowing your clients | five ways to get better clients | 11 kinds of wealth | 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

many business owners hire us grudgingly for compliance work because they have to. and they consider what they pay us as an overhead expense that is a required cost.

but what if we could turn that perception around?
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beyond quickbooks: wowing your clients

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six real solutions and money-making strategies.

by sandi leyva
the accountant’s accelerator

many accountants are quickbooks proadvisors who offer quickbooks consulting to their clients; you may be one of them.

more: five ways to get better clients | 11 kinds of wealth | 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are the opportunities i see to expand your client services in the area of quickbooks consulting, or for that matter, any accounting software consulting.
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five ways to get better clients

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number 5 drawn in sandpsst… it works for finding new hires, too.

by sandi leyva

there are many great things about getting better client referrals. first, referrals have a built-in trust that helps you move through the sales process faster. second, there’s almost no marketing cost involved. third, they tend to make a better long-term client.

more: 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

unfortunately, many accountants take a reactive approach to referrals, waiting until they come to them, rather than a more profitable approach, which is to proactively maximize referrals.

here are five proactive ways to boost referrals and get the kind of client you want most:
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11 kinds of wealth

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//www.g005e.com/2021/03/23/17-basic-expectations-of-partners/what resources are you overlooking?

by sandi leyva
the accountant’s accelerator

we all have far more sources of wealth available to us in addition to the assets we normally count as financial wealth. a great skill to add to our tool box is that of resourcefulness. learning and practicing being resourceful has always come in handy for me while traveling, working, and making changes in my life.

more: 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as you go through the list, take an inventory and make a list of all of the resources you have available to you in one form or fashion. by the end of the article, you might be amazed at how wealthy you really are.
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how clients get underserved and accountants get underpaid

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number 5 drawn in sandfive missed opportunities to serve clients.

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.

more on small-firm growth strategies: five marketing mistakes to avoid | how much are your clients costing you? | spend your time on the most profitable tasks | seven performance boosters for your firm | why your google ranking is about to tank
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are five ideas to help us remember what we know that the client doesn’t and why it costs us when we forget. read more →

11 ways to boost billings and impress clients

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businesswoman walking up stairswin-win-win: stand out from the competition, serve the client better and put more green in your bank account.

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.

more on small-firm growth strategies: how clients get underserved and accountants get underpaid | how much are your clients costing you? | how much are your clients costing you? | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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

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businessman pole vaulting toward his goalcalculate your opportunity number to figure who’s worth your time.

by sandi leyva

each of us has 24 hours in one day. most of us have annual revenue goals. a few of us have monthly, weekly, daily or even hourly revenue goals.

more on small-firm growth strategies: spend your time on the most profitable tasks | seven performance boosters for your firm | 12 ways to stress less this busy season | who’s offering your clients ppp services? | add these money-making rituals to your work day | stuck at home right now? here’re 100 good ideas to relieve the stress | tech tools for working through the coronavirus
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

hopefully you know what your revenue goal is. (if not, you should!) if you don’t pull in that level of revenue for the week or month, then you’ve missed your plan.
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why your google ranking is about to tank

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new algorithm could penalize older, slower sites.

by sandi leyva, cpa

i don’t know about you, but i would prefer to go through tax season without any interruptions, especially about marketing. but google doesn’t see it that way, and we have a significant search algorithm update hitting us in may 2021. if firms aren’t ready, they could see their search rankings, and correspondingly, prospects and future clients from website traffic, go way down.

more on small-firm growth strategies: seven tips to keep the clients you have | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

while google updates its search ranking algorithm on a daily basis, it generally announces big changes ahead of time. google’s may 2021 update will focus on “page experience,” which includes three metrics called core vitals as well as four additional page experience signals.

no one knows the exact algorithm that google uses to rank web pages in search results. experts say there are over 200 ranking factors to consider. the latest update is all about providing a better mobile experience for the user.

here’s what all that means in detail. read more →

five marketing mistakes to avoid

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illustration with some employee symbols standing in circlesbe thoughtful about how you seek new clients.

by sandi leyva

as an accounting professional, you’re likely very talented at delivering the service you offer your clients. but when it comes to marketing and selling yourself, many of you didn’t voluntarily sign up for that part. many of you are resisting (kicking and screaming) marketing yourself. if that’s you, that could be why your business is slow or not growing at the rate you’d like it to.

more on small-firm growth strategies: spend your time on the most profitable tasks | seven performance boosters for your firm | why your google ranking is about to tank | seven tips to keep the clients you have | 12 ways to stress less this busy season | six ways to make your own history during women’s history month
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we all hope we will have enough referrals so that we will never have to sell ourselves. but in the last few years, referrals, even for those of us with huge followings, have slowed down. it’s (past) time that we work on more fully developing the marketing and selling function of our businesses. as you do, here are five mistakes to avoid.
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