by Sandi Leyva | Oct 23, 2012 | Grow Your Accounting Practice
Every business needs to do some level of bookkeeping for a couple of reasons: 1) Various government agencies require reporting and payments based on the company’s results. 2) The owner needs a certain amount of information to manage their business and keep...
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...
by Sandi Leyva | Sep 14, 2012 | Grow Your Accounting Practice
Want to finally start serving your small business clients without running all over town? Wondering what tools you need to get started? Wondering how best to talk your clients into changing, or maybe the “profit” part of all of this? Then, Sandi Smith Leyva...
by Sandi Leyva | Sep 11, 2012 | Grow Your Accounting Practice
Most of the time, being an entrepreneur is a delight, an honor, and a great way of life. Every once in a while, there can be those days where you just need a little moral support for one reason or another. That’s when it’s useful to create an appreciation room...
by Sandi Leyva | Sep 4, 2012 | Grow Your Accounting Practice
When you need to expand your team, the good news is there are many options available today: Full time vs. part-time Your location or theirs Contract or employee Permanent or temporary Project-specific or recurring And many more options Thousands of people are looking...
by Sandi Leyva | Aug 28, 2012 | Grow Your Accounting Practice
It’s easy to get sidetracked by politics this year and simply wait to see what’s going to happen in the tax arena. I hope you don’t fall into that trap, though, because there has never been more opportunity in accounting (and tax) than right now, and now is the...
