by Sandi Leyva | Jul 20, 2017 | accounting firm development, customer services
A top business priority is to make sure we keep the clients we have. A large part of our marketing time should be devoted to strengthening and expanding the current client relationships we already have. And there’s no way to better do that than to increase...
by Sandi Leyva | Jun 28, 2017 | accounting firm development
How did you come up with the price you charge clients? Did you pick a number based on what you heard someone else charge? (which happens to be against FTC trade rules) Or do you have an elaborate estimating process? Hopefully, your answer is somewhere in between. No...
by Sandi Leyva | Jun 15, 2017 | Accounting Marketing
The most popular ways to price your accounting services are: Hourly Pricing. Fixed Fee. Value Pricing. The definitions of these three methods vary because accounting vendors and consultants don’t always agree on what they are. The key difference among the three...
by Sandi Leyva | Jun 7, 2017 | accounting firm development, Accounting Marketing
A couple of the questions that you asked about revenue-building included questions on “value.” We perceive our services one way, our clients perceive our services another way, and often there is a mismatch between the two. At the core of this issue is the concept of...
by Sandi Leyva | May 25, 2017 | accounting firm development
Perhaps you’ve just come off a great tax season. Your bank account is healthy – the fattest it will be all year. How can you continue your revenue momentum? Here are five ideas that will help you increase your revenue while serving your clients well. Serve your...
by Sandi Leyva | May 24, 2017 | accounting firm development
I’m super-close to finishing the updates on the JumpStart Your Accounting Business course I’ll be teaching live in June. I created this course in 2013 and have strived to improve it every year. It includes 8.5 hours of webinar training, one ebook, and several forms,...
by Sandi Leyva | Apr 21, 2017 | accounting firm development
If you can’t stand the thought of looking at another tax return, you’re not alone. Each busy season seems to have its own set of complexities and tight deadlines. Now that it’s over, your clients still need your financial smarts – in the form of advisory services. The...
by Sandi Leyva | Apr 11, 2017 | accounting firm development, accounting practice development
Converting your current clients into higher-paying services is much more cost-effective than marketing for and onboarding new clients. Here are five ideas on how to create a successful conversation with your clients without feeling like you’re bugging them. Education...
by Sandi Leyva | Feb 14, 2017 | accounting firm development, Accounting Marketing
The best time to acquire new clients is now, during tax season, when clients are most interested in their numbers. My first freebie gift to you is my “111 ‘Low-Hanging Fruit’ Ways to Work Less, Make More, and Serve Clients Better.” It’s full of tips on marketing and...
by Sandi Leyva | Jan 18, 2017 | accounting firm development
The difference between accounting practice owners that make a meager living and those that are far more comfortable financially can often come down to just one or two skills that are easily learned. Most accounting professionals build their technical tax and...
