by Sandi Leyva | Apr 21, 2017 | accounting firm development
If you can’t stand the thought of looking at another tax return, you’re not alone. Each busy season seems to have its own set of complexities and tight deadlines. Now that it’s over, your clients still need your financial smarts – in the form of advisory services. The...
by Sandi Leyva | Apr 11, 2017 | accounting firm development, accounting practice development
Converting your current clients into higher-paying services is much more cost-effective than marketing for and onboarding new clients. Here are five ideas on how to create a successful conversation with your clients without feeling like you’re bugging them. Education...
by Sandi Leyva | Feb 14, 2017 | accounting firm development, Accounting Marketing
The best time to acquire new clients is now, during tax season, when clients are most interested in their numbers. My first freebie gift to you is my “111 ‘Low-Hanging Fruit’ Ways to Work Less, Make More, and Serve Clients Better.” It’s full of tips on marketing and...
by Sandi Leyva | Jan 18, 2017 | accounting firm development
The difference between accounting practice owners that make a meager living and those that are far more comfortable financially can often come down to just one or two skills that are easily learned. Most accounting professionals build their technical tax and...
by Sandi Leyva | Jan 12, 2017 | accounting firm development
Happy new year! A new year gives us new perspectives and the chance to adopt new ideas. That’s today’s topic. On Thursday, January 19, 2017, I’m hosting a complimentary webinar “Accountant’s Accelerator Sneak Peek,” and YOU are invited! ...