by Sandi Leyva | Oct 17, 2012 | Grow Your Accounting Practice
I feel extremely fortunate to have such a wonderful set of clients that I have learned much from the last few years. Here is a list of lessons learned that I hope will inspire you to work with your clients in new ways. Lesson 1: Help Clients with...
by Sandi Leyva | Oct 9, 2012 | Accounting Marketing
It’s quite common for accounting firms (even the regionals) to have no marketing plan in place. The marketing plan might very well be, “get as many referrals as we can.” Or it might be a number for each partner (which is not a marketing plan). Or it might be, “if it’s...
by Sandi Leyva | Oct 2, 2012 | Grow Your Accounting Practice
With three months to go in 2012, it’s a good time to take stock of where we stand for the year, plus re-group as needed before the 2013 busy season is upon us. With so many changes in software, politics, tax laws, and global standards, it’s pretty easy to feel a...
by Sandi Leyva | Sep 25, 2012 | Grow Your Accounting Practice
It’s not uncommon for even the smallest of businesses to have employees and contractors all over the world. Right now, I have an employee in the Ukraine, two employees in San Jose, a virtual admin in Orange County, a warehouse team in Indiana, a transcriptionist...
by Sandi Leyva | Sep 18, 2012 | Grow Your Accounting Practice
Some of the answers I have heard that accountants and other entrepreneurs use are: “It depends.” Tell them and get off the phone as fast as possible. “I don’t know.” “What is your budget?” Most entrepreneurs spill the beans about their rates way too early in a...
