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 14, 2016 | accounting practice development
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...
by Sandi Leyva | Jun 30, 2016 | accounting practice development
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 to face. So how can you...
