here’s what you’re looking for: sandi smith leyva

busy season management

ten tips for a better busy season

woman holding eyeglasses and looking at laptop screen

some of these you may want to keep year round.

by sandi leyva
the complete guide to marketing for tax & accounting firms

another busy season is upon us. are you feeling excited, anxious or dread?

more by sandi leyva

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it’s probably a mix, but hopefully there’s more excitement than any other emotion because you will be helping so many more people during busy season than any other time of the year. here are 10 easy-to-implement ideas to help your busy time go smoother than ever.

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marketing & sales

five ways to make your services an investment, not an expense

businessman holding idea light bulb; dollars passing through grow larger

put your problem-solving skills to use.

by sandi leyva
the complete guide to marketing for tax & accounting firms

every business needs to do some level of bookkeeping for a couple of reasons:

  1. various government agencies require reporting and payments based on the company’s results.
  2. the owner needs a certain amount of information to manage their business and keep it profitable.

more by sandi leyva
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many business owners hire us grudgingly for compliance work because they have to. and they consider what they pay us as an overhead expense that is a required cost.

but what if we could turn that perception around?
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pricing, fees & billing rates

focus on value first

hand moving triangle along beam to indicate balance between price and value

don’t discuss fees as soon as a potential client calls.

by sandi leyva
the accountant’s accelerator

how do you talk to a prospect or client about your fee?

more by sandi leyva
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some of the answers i have heard are:

  • “it depends.”
  • “tell them and get off the phone as fast as possible.”
  • “i don’t know.”
  • “what is your budget?”

most accountants spill the beans about their rates way too early in a conversation with a future client. so when should you talk rates?

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marketing & sales

four steps to rebooting your practice

man in suit pushing a restart button

if it’s not everything you wanted, here’s how to turn things around.

by sandi leyva
the complete guide to marketing for tax & accounting firms

how does your current business look compared to the one you dreamed about before you started your entrepreneurial journey?

more: get more referrals in five steps | is your practice leaking money? | boost your value, boost your fees | three ways to make it easier for prospects to say yes | make your next busy season easier now | how to put your strengths to work for you | three ways to follow up with prospects | are you throwing away profits? | want to close a deal? set a deadline | how mindset affects your marketing | three steps to becoming a millionaire | five business development mistakes to avoid | twelve ways your business card can hurt you | how to use chatgpt to create images | how to leverage chatgpt during this crazy tax season | got fomo when it comes to ai and chatgpt? you should: here’s what you’re missing
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

do you now have

  • clients you love,
  • a dream team,
  • the financial rewards you are comfortable with and
  • plenty of free time?

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