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 | Mar 3, 2016 | Accounting Marketing
It’s so easy to get behind when it’s busy season. Some things can wait, but these five tactical mistakes will cost you big money if you don’t address them immediately. They might sound basic, but every week I see these mistakes repeated over and over again. Here’s a...
by Sandi Leyva | Oct 7, 2015 | Accounting Marketing, accounting practice development
What’s your top concern in your business? How does it compare to others? In today’s article, we’ll take a look at the AICPA PCPS (Private Companies Practice Section) CPA Firm Top Issues Survey. Our Advisor Accelerated course starts October 29, and the...
by Sandi Leyva | Dec 19, 2014 | Accounting Marketing
When you think about marketing, you might immediately think of prospecting for new clients. And that’s the marketing that most accountants need. But once you get clients, your marketing is not quite done. There are two more very important marketing functions to...
by Sandi Leyva | Jan 31, 2014 | Accounting Marketing
Most accountants dislike marketing and selling. They’ve been taught it’s salesy, greedy, pushy, or all of the above. And in professional services like accounting, you have to be extra careful about how you come across. The tough part is, even some of the...
by Sandi Leyva | Jan 29, 2014 | Accounting Marketing
If getting new clients is a bit of a struggle for your business and you’re not reaching the revenue levels you desire due to too few clients, then the first step is to find out where the process is breaking down. There are five main places: Client retention. Are you...
