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

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5 quick steps to getting organized

man staring at computer screen in shockclients and stakeholders benefit, and so do you.

by sandi leyva

do you ever get any of the following questions from clients or co-workers?

more on small-firm growth strategies: 7 ways to generate leads | 6 metrics of marketing | want better clients? 5 ways to hook them | stop thinking small | make your services an investment, not an expense | do you want to do compliance your whole career? | 5 ways to get more referrals | 3 ways to get to ‘yes’ with prospects | 5 cures for the summertime blues | 11 ways to add value for clients

  • i can’t find your email.
  • i accidentally deleted what you just sent me.
  • my computer crashed and i lost everything. (and i want you to take up your precious time to help me recreate everything you’ve ever sent me.)
  • i lost my tax return and i need it in the next five seconds.

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7 ways to generate leads

woman and man in videoconferenceforget what worked 20 years ago.

by sandi leyva
the accountant’s accelerator

the big change in lead generation for accountants is that there are many more methods out there today to get clients’ attention. the problem — or the opportunity! – is most accountants are still only using the old methods.

more on small-firm growth strategies: want better clients? 5 ways to hook them | 5 ways tech makes your work easier | want more clients? take these 5 steps | 3 tips for following up with prospects | 5 ways a deadline can help close a deal | if you don’t develop your business, who will? | draw new clients in like a magnet

when accountants think about lead generation, methods like telemarketing and direct mail might instantly come to mind. (you might also have a really negative connotation of these methods, but if you do, hang with me for a minute.) it used to be that in telemarketing, if you made a certain number of calls, you could get one appointment, and for every certain number of appointments you set, you could get one new client.
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6 metrics of marketing

businesswoman checking a spreadsheet on a tabletyes, you can do marketing with a spreadsheet and a checklist. (yay!)

by sandi leyva
the accountant’s accelerator

one way to help accountants embrace marketing is to fill training sessions with spreadsheets and numbers, things that most accountants love working on. there’s a lot of insecurity around learning marketing, but when accountants hear they need to do some spreadsheets first, they dive right in.

more on small-firm growth strategies: want better clients? 5 ways to hook them | is it time to reboot your practice? | how a spreadsheet can help stop leaks | how to calculate your ‘opportunity number’ | 3 tips for following up with prospects

here are six numbers i suggest you track:
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3 ways to make cpe work for you

businessman hailing taxi at airportbe honest about the true costs of attending, then compensate.

what’s on accountants’ cpe agendas this year?
join the survey; get the answers.

by sandi leyva
the accountant’s accelerator

attending and learning from conferences can be amazing opportunities for your career or your business. they can also be huge money drains. it’s easy to take a look at the conference registration and make a quick decision about whether we can afford it – or even worse – whether it will clear our credit card limit or not.

more on small-firm growth strategies: stop thinking small | make your services an investment, not an expense | 5 skills to grow your practice | how to calculate your ‘opportunity number’ | 9 ways accountants throw away profits | 3 ways to test your revenue forecast

a smart business owner will take a bit different approach. here’s how to calculate how much revenue or increase in price you need to justify the expense of attending a conference.
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blow your own horn already!

woman yelling into bullhorn and newspapers flying out10 ways accountants are newsworthy.

by sandi leyva
the accountant’s accelerator

as a marketing channel, public relations is one of my personal favorites.

more on small-firm growth strategies: want better clients? 5 ways to hook them | 5 ways tech makes your work easier | stop thinking small | make your services an investment, not an expense | do you want to do compliance your whole career? | 5 ways to get more referrals | 3 ways to get to ‘yes’ with prospects | two daily rituals: focus and measure | 8 must-haves for a prospect kit | if you’re a ‘best-kept secret’ cut it out! | take advantage of 4 key marketing strategies

it includes
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