Sandi Leyva Training Solutions for Accountants

March 11, 2019

Publications

Filed under: — 1o49d @ 2:27 pm

Selected Publications

Books

The Complete Guide to Marketing for Tax & Accounting Firms, 2017

Start with a Profit, e-book, 2016

Six Simple Steps to Get More Clients, More Profits, and More Free Time for Accountants and Bookkeepers, 2016

The Irresistible Accounting Service, e-book, 2014

Boosting Confidence, e-book, 2013

111 “Low-Hanging Fruit” Ways to Make More, Work Less, and Serve Clients Better,” e-book, 2013

Marketing Clarity, e-book, 2013

P3:  Pricing, Packaging and Positioning, e-book, 2012

Living Fearlessly: 12 Strategies to Step into Your Entrepreneurial Power, e-book, 2010

5 Simple Steps to Get More Clients, More Profits, and More Free Time, e-book, 2010

How to Be Positively Happy in Today’s Negative World, e-book, 2009

Top Ten Happiness Boosters, e-book, 2009

Rank High on the Web: Guide to Search Engine Optimization and Search Engine Marketing,e-book, 2006

Following Amelia: A Modern-Day ‘Round-the-World Flight, Ruby Moon Press, 2005.

Get Found on the Web: Guide to Search Engine Submission and Keywords, e-book, 2005

Start Your Own Online Store: Guide to Shopping Carts and Online Merchant Accounts, e-book, 2005

75+ Ways to Propel Your Online Profits, e-book, 2005

A Guide to WebTrust Technology Video and Workbook, AICPA, 1998.

1998 Top 10 Technology Opportunities: Tips and Tools, AICPA, 1998.

Solving the Year 2000 Dilemma VideoCourse Workbook, AIPCA, 1998.

Solving the Year 2000 Dilemma, AICPA, 1997, revised 1998.

1997 Top Ten Technologies and Their Impact on CPAs, AICPA, 1997.

Year 2000 Problem: Strategies and Solutions from the Fortune 100, (one chapter), Leon Kappelman, International Thompson Computer Press, 1997.

Intro to Multimedia and seven other computer course manuals, BizEd Learning Center, 1996-1997.

Profiting from Technology Solutions, Practitioners Publishing Company, 1996.

Articles

“Dos and Don’ts of Creating Innovative Business Strategies for 2019”, Intuit – Firm of the Future

“Sandi’s Social Media Content Secrets: Part 5: Engagement”, Intuit – Firm of the Future

“Sandi’s Social Media Content Secrets, Part 4: A Little Help From Our Friends”, Intuit – Firm of the Future

“Seven Ways To Make Your Work Environment More Female-Friendly”, Forbes

“Using Social Media to Find New Tax Clients”, Intuit – Firm of the Future

“Sandi’s Social Media Content Secrets, Part 3: Packaging Your Tips for Social Media”, Intuit – Firm of the Future

“What Sea Snakes Can Teach Us About Business Courage”, Forbes

“Sandi’s Social Media Content Secrets, Part 2: New Trends in Videos”, Intuit – Firm of the Future

“Sandi’s Social Media Content Secrets: Part 1: Out of the Mouths of Clients”, Intuit – Firm of the Future

“6 Must-Know Trends in Search Engine Optimization”, Intuit – Firm of the Future

“5 Biggest Mistakes Accountants Make When Running Google Ads”, Insightful Accountant

“6 Hot Trends Impacting Social Media Marketing”, Intuit – Firm of the Future

“New Answers To The Gender Bias Challenge In The Workplace”, Forbes

“5 Tips to Get Highest ROI from Your Website”, CPA Practice Advisor

“Eight Must-Have Items on Your Website Home Page”, CPA Practice Advisor

“5 Biggest Mistakes Accountants Make When Running Google Ads”, Intuit – Firm of the Future

“Six PR Tips for Accounting Firms”, CPA Practice Advisor

“Five Trends for the Modern Accountant in 2017”, Main Street Practitioner.

“Ten Tips for a Better Busy Season”, The Progressive Accountant

“Digital Marketing Spotlight: How to Generate a Stream of Online Leads, Part 1”, Intuit – Firm of the Future

“6 Tips For Email Marketing for Accounting Firms”, CPA Practice Advisor

“Dissecting the Reasons Customers Don’t Pay”, Invoice Care

“How to Add Graphics to Your Social Media Text Posts”, CPA Practice Advisor

“The Big Eight Social Media Apps for Accounting Firms”, CPA Practice Advisor

“Is Your CPA Firm Partnership Model Broken?”, CPA Practice Advisor website

“Using Social Media to Build Your Practice”, Intuit – Firm of the Future

“What Clients Look for When They Switch Accounting Firms”, Intuit Accountants News Central

“The Unloved, Often-Misunderstood Balance Sheet: The Basics”, Intuit QuickBooks

“Five Ways to Speed Up Your Cash Flow”, Intuit QuickBooks

“Assets vs. Expenses: Learning the Difference Can Make You Rich”, Intuit QuickBooks

“5 Ways to Attract Higher-Quality Clients”, CPA Trendlines

“Show Me the Margins”, NSA Main Street Practitioner

“How to Overcome Price Resistance This Tax Season”, NSA Main Street Practitioner

“Cloud Package Pricing Brings Confidence and More Sales to Accountants”, CPA Practice Advisor, February 19, 2014

“The Underpricing Conundrum” By Alexandra DeFelice, Accounting Web, Nov 23, 2013

“Getting the Most Out of Solutions13”, The Sleeter Group QuickBooks and Beyond, October 31, 2013

“Website Technology Basics”, The Sleeter Group QuickBooks and Beyond, October 3, 2013

“Need More Clients? Don’t Lose Perfectly Good Leads!”, The Sleeter Group QuickBooks and Beyond, August 15, 2013

“Announce Your New Software Certifications”, The Sleeter Group QuickBooks and Beyond, June 25, 2013

“How Much Do You Charge?”, The Sleeter Group QuickBooks and Beyond, June 25, 2013

“Multiply Your Networking Results with a Great “Elevator Speech””, The Sleeter Group QuickBooks and Beyond, June 11, 2013

“Five Fun and Easy Ways to Wow Your Clients”, CPA Trendlines, March 17, 2012

“Six Ways to Give Yourself a Raise”, CPA Trendlines, February 29, 2012

“Twelve Steps to Recovery for Accountants in Denial About Marketing (Especially During Tax Season)”, Right Networks Newsletter, February 2012

“Five Easy Ideas for a Quick Business Boost”, CPA Trendlines, August 20, 2011

“Four New Mega-Trend Marketing Strategies”, CPA Trendlines, January 30, 2011

“Four Ways to Stop Leaving Money on the Table”, CPA Trendlines, January 11, 2011

BizBoost News, a bi-weekly client newsletter, 2011-present

“Making the Virtual Close a Reality” and other online articles, Intuit, 2001-2010.

“A Pre-Program Questionnaire Makeover,” by Jolene Jang, Speaker, January/February 2007

“Make your firm’s website work for your firm,” CPA Computer Report, June 2006

Get Your Web Visitors Off the Couch,” HighRankings Advisor, HighRankings.com, September 21, 2004.

“Autonomic Computers Self-Heal Themselves,” InfoTech Update, AICPA, July/August 2004, page 9.

“What the Web Will and Won’t Do For You,” National Litigation Consultants’ Review, July 2002.

“Weave a Web for Meeting Planners and Audiences,” Professional Speaker, May 2002, page 20.

“A Primer on ASPs,” Pro2Net, July, 2000.

“Information Security and Controls” and several other online articles, http://www.toptentechs.com, AICPA, 2001.

“The New E-Worker,” online article, http://www.pro2net.com, April 2000.

“E-Business” and several other online articles, http://www.toptentechs.com, AICPA, 2000.

“Electronic Money” and ten other online articles, http://www.toptentechs.com, AICPA, 1999.

“Y2k: The Silver Lining:  Help Your Clients See the Positive Side of Y2k,” http://www.Microsoft.com, Microsoft’s Direct Access Web site, December 1998.

“Avoid Y2k Traps with Good Project Management Execution,” http://www.microsoft.com, Microsoft’s Direct Access Web site, December 1998.

“Design a Better Web Site,” Journal of Accountancy, August 1998.

“A Vision for CPAs:  Technologies for Tomorrow,” http://www.cpavision.org, 1997.

“Twelve Steps to Recovery for Executives in Denial about the Year 2000 Problem,” AICPA’s The CPA Letter, November 1997.

“The Smart Way to Invest in Computers,” Journal of Accountancy, May 1997.

“A Vision for Change,” Management Accounting, August 1996.

“Doing Business in Russia a Worthy Challenge,” Dallas Business Journal, September 23, 1996.

Multimedia

On Millionaire Time , CD, 2010

22 Ways to Find New Clients and Boost Your Business Revenue , CD, 2010

E-Business Fall 2001 Update Video: Web Sites, AICPA, 2001.

E-Business Summer 2001 Update Video: Messaging, AICPA, 2001.

“Innovative Approaches to Continuing Professional Education,” Hot Talk (audio on the web), Pro2Net, December 1999.

“The Year 2000 and Its Solution,” video, Primedia Corporate University, 1999.

AICPA’s Top 10 Technologies, Accounting and Financial Television Network, Westcott Communications, June-July 1998.

Bisk Audio Financial Accounting Report, June 1997.

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