Calculate Your Business Relationship Ratios

Is 3:1 good enough? It depends.

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

Here’s a quick exercise: Choose any person in your work life or personal life. Now think back to last few interactions you had with that person. Recall what was said and classify your list into two groups.

MORE: What Can ChatGPT Do for Accounting Professionals? | Make the Most of CPE Conferences | Beyond Compliance: Six Tips for Adding Value | Track Six Figures to Test Your Marketing | When You Don’t Know What You Don’t Know | Eight Things to Give New Clients | Put Your LinkedIn Profile to Work | What’s In a (Domain) Name? Plenty
Exclusively for PRO Members. Log in here or upgrade to PRO today.

What interactions, comments and questions did you have with your chosen person that were negative? Here are some examples of things that are in the “negative” group:

Posted on August 31, 2023

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.

Click here for more by Sandi Smith Leyva

TO READ THE FULL ARTICLE

Continue reading your article with a CPA Trendlines Pro membership.