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

busy season management

stuck at home right now? here’s 100 good ideas to relieve the stress

young woman recording video via camcorder and tripodmany of them are free.

how’s covid-19 impacting your busy season?
join the survey. sound off. get answers.

by sandi leyva, annie tao, marjory rase, and cutter slagle

i wanted to help my staff blow off some steam this week, so i asked them to come up with some tasks that we can all do while we’re sheltering in place and doing our thing to flatten the curve.

卡塔尔世界杯常规比赛时间 is providing free access to our latest coronavirus crisis updates: start here for a guide to all our coverage.

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if your kids (or you) are already asking, “are we there yet?” here are some ways to distract them. read more →

leadership

how to lead in a crisis

9 steps to pull you through the coronavirus pandemic even stronger.

by sandi leyva
the accountant’s accelerator

as accounting professionals, we’re on the front lines helping our small business clients and our employees through this crisis in multiple ways. it’s a chance for us to display extraordinary leadership as a profession.

more on small-firm growth strategies: how to think straight through the coronavirus crisis | tech tools for working through the coronavirus | 7 tips to keep the clients you have | do you know your opportunity number? | 7 tips to boost your firm’s performance in 2020

see all 卡塔尔世界杯常规比赛时间 special coronavirus crisis coverage

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here’s a tweet i just love that exemplifies the times:

screenshot of tweet

here are some reminders for all of us as we step up to lead our firms and help our clients in these times:

read more →

pro member exclusive

how to think straight through the coronavirus crisis

setting priorities in uncertain times.

by sandi leyva
the accountant’s accelerator

with the coronavirus crisis coming on top of tax season, the next few weeks may be the most challenging we’ve ever faced.

more on small-firm growth strategies: tech tools for working through the coronavirus | 7 tips to keep the clients you have | 5 mistakes to avoid when seeking new clients | is your client newsletter stuck in the 1990s? | do you know your cac number? | change overload: 5 simple coping strategie
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

under these conditions, it’s hard for many to figure out what to work on next because there is so much work to be done. it’s easy to lose focus and end up working on unprofitable, yet urgent tasks. that’s not to say we put profit before people. but without profit, we can’t take care of our people.
read more →

checklist

16 tech tools for working through the coronavirus

the apps and platforms we use, and why.

by sandi leyva

maybe you were thinking about taking your practice virtual sometime in the future. but with the novel coronavirus, the future is now. we’re lucky we’re in a profession where we can deliver our services virtually.

more tech for the coronavirus crisis:  three tech solutions for protecting client data |  top tech choices for the virtual firm  |  5 questions to evaluate new tech tools  |   innovate for the right reasons  |  how to leverage app technology for streamlined services   |  cyber security at a virtual cpa firm |  how core values affect remote work culture |  the hidden costs of running a virtual cpa firm

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

our office became fully virtual in july 2019. meanwhile, here are the main 16 tools we use, sorted into 11 categories:

  1. appointment-setting
  2. conferencing
  3. data collection
  4. client portal
  5. shopping cart
  6. client emails
  7. customer support
  8. task management
  9. employee messaging
  10. phone calls
  11. cloud storage

note, some vendors are offering free services for the pandemic. now i’ll tell you exactly what we’re using and why…

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featured

7 tips to keep the clients you have

where do you think the best referrals come from?

by sandi leyva
the accountant’s accelerator

it’s far less expensive to keep your existing clients happy than it is to find new clients, especially because the trust factor between people continues to decline year after year. you might want to think about redirecting a portion of your marketing attention on your existing client base instead of networking for new clients. (and by the way, sending clients an organizer is not marketing!)

more on small-firm growth strategies: do you know your opportunity number? | 7 tips to boost your firm’s performance in 2020 | 5 mistakes to avoid when seeking new clients | survey quantifies link between online reviews, revenue | major search algorithm change could affect your rankings | is your client newsletter stuck in the 1990s? | outsource or in-house? how does your marketing get done? | making content marketing part of your growth strategy
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are some tips to mine the pot of gold that lies right before you: your current clients who already trust you and are eager to hear about new solutions that will ease their pain and problems.
read more →