by Sandi Leyva | Sep 21, 2016 | Accounting Marketing, accounting practice development, profitability, QuickBooks marketing
I am super-honored to be speaking at the huge and spectacular QuickBooks Connect conference in October in San Jose, CA. And since I can’t wait, I thought I would give you a speak preview of what I am speaking about in today’s article. Why Offering Packages...
by Sandi Leyva | Sep 8, 2016 | Accounting Marketing, accounting practice development
First let’s define advisory services by what they are not. They are not compliance services. Sales tax issues, bookkeeping, payroll, and tax preparation are all compliance services. Advisory services should leave the client better off in profits, efficiency, peace of...
by Sandi Leyva | Aug 24, 2016 | accounting practice development
Most of the year, we’re too busy working in our business — serving clients, putting out fires, and dealing with vendors or employees – that we don’t take time to work “on” our business so we can get to the next level. Now is the perfect time to explore and...
by Sandi Leyva | Aug 4, 2016 | accounting practice development
It seems that today, all the focus for business improvement is on automation and apps, and this is, in part, a good thing. Certainly the vendors in our industry want you to buy their app which will solve all your client’s problems, right? But there is one thing that...
by Sandi Leyva | Jul 19, 2016 | Links
Lisa Whitaker, CPA http://www.intuitiveaccountant.com/people-and-business/increase-your-efficiencies-to-be-a-more-effective-proadvisor Leah Welsh http://www.intuitiveaccountant.com/people-and-business/4-building-blocks-for-success
