Testimonials: Why and How

These pay off HUGE.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

A testimonial is a short written recommendation from a past or current client. Most accountants I talk to hate testimonials and don’t use them. But here’s what they don’t realize: Other people love them, and they really make a difference.

MORE SMALL FIRM GROWTH STRATEGIES: 10 Marketing Materials You Need | Make Direct Mail Work for You | Write Your Way to Expert Status | Make Newsletters Work for You | How to Schedule Social Media Content | The 5 C’s of Successful Websites | Speaking: How, Where and Getting Leads from It | The A-B-C’s of Getting Started with Advisory Services
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If you don’t have any, a prospect could assume that you don’t have any clients either. Get rid of that objection easily by posting testimonials so prospects know you’re not just starting out.

Posted on July 16, 2018

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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