Press Release

FOR IMMEDIATE RELEASE: Contact Sandi Smith Leyva 408-550-4325 or support@sandismith.com Conference in the Cloud Teaches Accountants How to Profit from the Cloud Don asks a question about how to handle a high-maintenance client, and Jackie and Scott chime in with their...

Two Steps to Easy Upsells

For those of you who have current clients in your accounting practice, this is a great spreadsheet exercise you can do to identify what I call “low-hanging fruit,” which means added revenue that will not take too much time or money to go after. Open Excel or your...

Beyond Compliance Services

As compliance services become more commoditized and automated, accountants are faced with how this affects their practice and their bottom line.  They can: Serve a higher level client that requires greater complexity, making themselves fairly immune to these...

Beyond QuickBooks Consulting

Many of my readers are QuickBooks ProAdvisors who offer QuickBooks consulting to their clients; you may be one of them.  Here are the opportunities I see to expand your client services in the area of QuickBooks consulting, or for that matter, any accounting...