Five Ways to Boost Efficiency in Your Firm

Many accountants and bookkeepers are interested in finding ways to work less while maintaining the same or higher level of income. It’s possible when you implement one or more of these five tips. Careful client selection Once you fill your practice, you can become more particular about

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Why Offering Packages Can Catapult Your Revenue

business partners discussing data

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 Can

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How to Create and Sell Advisory Services

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 mind, or time. Tax planning, cash flow

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Seven Things Accountants Can Do Now to Increase Their Profits for Next Year

business man signing document in office

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

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Why Process Improvement Could Be Your Best Business Success Factor

Smart businesswoman at confee

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

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Clients in the News

Reading tablet computer

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

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Three Service Models We Can Learn From

A modern lawn mower cutting through the grass.

What can you learn in service delivery from three lawn maintenance companies? Plenty, and that’s today’s article. Chris Freeland won the Apple Watch in our survey. Thanks everyone for participating. Three Service Models We Can Learn From The three lawn companies I have hired since moving to

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Networking When You Are an Introvert

Business people isolated from others

It’s not easy to attend a networking event where you don’t know anyone and you’d rather be at home curled up in a blanket reading a book. But meeting the right people can make a huge difference in your business, and this can only be done face

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Expand Your Accounting Business with Franchises

Business meeting

Expand Your Accounting Business with Franchises   Franchises are a great way for new entrepreneurs to get started in a business of their own.  And having franchises as clients is one angle with a couple of advantages to growing your business.  In this article, we’ll discuss the advantages

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10 “Low-Hanging Fruit” Ways to Work Less, Make More, and Serve Clients Better

Tip #1: Email Signature Craft your email signature in your email software to look nice and professional with 2 marketing adds:  your tag line and a request for referrals. Here’s a sample: Sandi Smith Leyva, President, Sandra L. Leyva, Inc., Plano, TX  972-985-9129  Biz Growth Strategies for

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