by Sandi Leyva | Jan 12, 2017 | accounting firm development
Happy new year! A new year gives us new perspectives and the chance to adopt new ideas. That’s today’s topic. On Thursday, January 19, 2017, I’m hosting a complimentary webinar “Accountant’s Accelerator Sneak Peek,” and YOU are invited! ...
by Sandi Leyva | Dec 30, 2016 | accounting firm development
As accountants, our daily work is full of to-the-penny details that keep us focused on transactions, charts, data, and numbers all day long. We have to be good at the details to be in our industry. But we also need to be able to move from the trees to the...
by Sandi Leyva | Dec 12, 2016 | Accounting Marketing
Accountants have finally arrived. This upcoming tax season and year-end should be the best you ever have in your career. Here’s why. I got my CPA in 1980. (Yes, I was three years old.) A few years later, in 1984, a movie came out that had a...
by Sandi Leyva | Nov 3, 2016 | accounting practice development
The easiest way to increase revenue in your firm is to raise prices. That’s a quick short-term answer that can work year after year, except if you are still billing by the hour. In the long term, hourly billers have a more systemic problem to solve as compliance work...
by Sandi Leyva | Oct 20, 2016 | accounting practice development
Why are some accountants able to get a higher price for their services than others? There are a multitude of basic reasons, such as education and expertise. But there are also several factors that are completely within your control and that will greatly affect your...
by Sandi Leyva | Oct 6, 2016 | accounting practice development
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...
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...
