249 search results for "by sandi"

when to turn over client data files

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hands of two men playing tug-of-warnot everyone agrees about how to handle this.

by sandi leyva and michelle long

how do you feel about turning over a quickbooks data file when a client leaves?

more small firm growth strategies: how to fire a client | what to do when a client doesn’t pay | how to handle price sensitivity | how to find hidden money for your clients | how small firms can use value pricing | 3 killer lead generation channels

we asked this in a video conference and limited it to three answers:
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how to fire a client

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big businessman foot on spring kicking three businesspeoplebonus: sample client disengagement letter.

by sandi leyva and michelle long

how many clients have you fired?

more small firm growth strategies: what to do when a client doesn’t pay | the dreaded ‘quick question’ | how to handle referrals – and how not to | why clients need dashboards | 3 ways to raise your prices | your existing clients are your best leads | need more business? focus on referrals

let’s talk about firing a client because sometimes you do need to fire your client. maybe they’re difficult to work with, or a guy is belligerent and loud and yells, and you don’t want to work for him. maybe there are ethical issues.
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5 quick steps to getting organized

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man staring at computer screen in shockclients and stakeholders benefit, and so do you.

by sandi leyva

do you ever get any of the following questions from clients or co-workers?

more on small-firm growth strategies: 7 ways to generate leads | 6 metrics of marketing | want better clients? 5 ways to hook them | 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 | 5 cures for the summertime blues | 11 ways to add value for clients

  • i can’t find your email.
  • i accidentally deleted what you just sent me.
  • my computer crashed and i lost everything. (and i want you to take up your precious time to help me recreate everything you’ve ever sent me.)
  • i lost my tax return and i need it in the next five seconds.

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7 ways to generate leads

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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

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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

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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!

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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

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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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