5 Fast, Easy Ways to Turn Annual Clients into Year-Round Clients

Imagine how catching their books up in November will make March feel.

By Sandi Leyva
The Accountant’s Accelerator

Converting your current clients into higher-paying services is much more cost-effective than marketing for and onboarding new clients.

MORE SMALL FIRM GROWTH STRATEGIES: Six Concrete Ways to Help Business Clients Reach their Full Potential | 10 Tips for More Energy This Tax Season | Welcome to the Subscription Economy | Ed Kless: What Is Strategic Pricing? | Marketing vs. Sales and How to Plunge In | 5 Steps to Get Clients to Say ‘Yes’ to Cloud Applications
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Here are five ideas on how to create a successful conversation with your clients without feeling like you’re bugging them.

Posted on April 7, 2017

Sandi Smith Leyva

About the Author

Sandi Smith Leyva, CPA.CITP, helps small business owners get more clients, boost their revenues, and achieve their dreams using painless, low-cost marketing strategies.

She's the author of
The Complete Guide to Marketing for Tax & Accounting Firms,
published by CPA Trendlines, which she discusses here:

Read more from Sandi Smith Leyva

At Accountant's Accelerator, Leyva provides CPE webinars and self-study training for CPAs, EAs, tax professionals and accounting professionals who want to learn more to help them grow their practices, earn more, work less, and serve their clients better.

Her business experience includes management time at two Fortune 500 companies as well as making payroll every Friday as a small business owner. A seasoned speaker, she has presented her business programs to thousands of conference attendees. Sandi has earned an MBA as well as a master's in neuroscience.

Sandi has written four technology books and over 500 articles for clients such as Microsoft, Intuit, and the American Institute for CPAs, and her most recent book is Following Amelia: A Modern Day 'Round-the-World Flight.

In 1995, Sandi became the sixth American female and the 15th or so female to co-pilot a single-engine airplane worldwide. In 2009, Sandi co-founded the American Happiness Association, a 501(c)3 nonprofit charitable organization that helps people learn the tools they need to be happy on a long-term basis.

With quite an eclectic background, Sandi is truly a one-of-a-kind grow-your-biz, live-your-dreams coach. She transforms the latest proven scientific methods into millionaire mindsets to help her clients experience how their own hearts, minds, and spirits are their greatest source of personal power.

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