by Sandi Leyva | Jan 23, 2018 | accounting firm development
In the accounting industry, cloud accounting is a hot topic. Accountants and bookkeepers are moving their clients off of desktop software and onto cloud accounting applications to reap the many benefits of productivity, security, and collaboration that these tools...
by Sandi Leyva | Nov 8, 2017 | accounting websites
To say that things have changed in the last year in the web space is an understatement. If you’re one of those who hasn’t updated their site in a while, it’s the perfect time of year to catch up. Here are my suggestions and tips for a high-performing accounting firm...
by Sandi Leyva | Aug 30, 2017 | accounting firm development
When you ask an employee or partner of one of the top accounting firms what advisory services are, you’ll get a list with at least some of these items on it: Personal Financial Planning Fraud Detection Technology Services IT Assurance Business Valuation Mergers and...
by Sandi Leyva | Aug 3, 2017 | accounting firm development
There might be riches in niches, but there is a better way to grow your practice than specializing in niches. Instead of niches, determine the ideal client that is right for you.You might be surprised by how many you are already working with. Try this exercise: Obtain...
by Sandi Leyva | Jul 20, 2017 | accounting firm development, customer services
A top business priority is to make sure we keep the clients we have. A large part of our marketing time should be devoted to strengthening and expanding the current client relationships we already have. And there’s no way to better do that than to increase...
