Here’s what you’re looking for: Sandi Smith Leyva

MARKETING & SALES

Twelve Ways Your Business Card Can Hurt You

Confident businesswoman handing man a business card in networking session

Does your card tell your prospect what to do next?

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

The lowly business card: We don’t give it a second thought before we get the thing printed up, and we just do what everyone else does.

MORE: How to Use ChatGPT to Create Images | How to Leverage ChatGPT During This Crazy Tax Season | Eight Steps to Getting Started with AI: A Guide for Tax Professionals | You Don’t Have a Time Problem | Three Money Leaks and How to Plug Them | Eleven Ways to Serve Clients Even Better | Make Your Prospect Kit Stand Out | Six Ways to Beat the Competition | Grow Your Revenue with Three Marketing Strategies
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Many people, new in business, get the business cards printed before they’re really ready to, which causes many of the mistakes I list below. Experienced or new, you’re missing huge opportunities to let your business card take some of the work off your shoulders. We may take it for granted, but I feel that your business card is one of your most important pieces of marketing collateral – and the most underutilized.
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PRO Member Exclusive

How to Use ChatGPT to Create Images

If you can dream it, ChatGPT can build it.

By Sandi Leyva

ChatGPT 4.0 is enabled with computer vision, which means it can derive information from images that you input. It can also create images that you can use in your business.

Check out our courses on ChatGPT,
offered as a deep discount bundle or separately.
Webinar Schedule:
MORE ChaptGPT here

Here are just a few things I have found when using ChatGPT 4.0 for image creation:

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PRO Member Exclusive

How to Leverage ChatGPT During This Crazy Tax Season

Make tax season less taxing and more productive.

By Sandi Leyva and ChatGPT

In the fast-paced world of tax preparation and accounting, time is of the essence. Embracing ChatGPT can dramatically transform your workflow, offering practical and actionable solutions to common challenges.

Check out our courses on ChatGPT,
offered as a deep discount bundle or separately.
Webinar Schedule:
MORE ChaptGPT here

Here’s how you can put ChatGPT to work, making this tax season less taxing and more productive, even if Congress decides to pass a retroactive tax bill right in the middle of busy season.

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PRO Member Exclusive

Got FOMO When It Comes to AI and ChatGPT? You Should: Here’s What You’re Missing

… not to mention $856 per week per employee in savings.

By Sandi Leyva

In the 10 months that I have been teaching ChatGPT, I’ve noticed about a third of my webinar participants have set up a free account with OpenAI’s ChatGPT, where they have access to ChatGPT version 3.5. Another third have invested a whopping $20 per month for the paid version, and the remaining third don’t have an account at all. A tiny number of participants are lucky enough to have companies that have invested in the Enterprise version of the software.

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And these are accounting and tax professionals who are eager to learn ChatGPT. If you haven’t embraced the paid version of ChatGPT (individual, Teams or Enterprise), it’s time to learn what you’re missing.

 

 

Check out our courses on ChatGPT,
offered as a deep discount bundle or separately.
Webinar Schedule:
MORE ChaptGPT here

While the free version of ChatGPT can generate answers to thousands of questions, it can’t:

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MARKETING & SALES

Create a Bad Website in Ten Easy Steps

You have eight seconds to make a first impression. What kind do you want it to be?

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

You can indeed get more business, more clients and more profits from your website. But not if you make these common mistakes!

MORE: Eight Steps to Getting Started with AI: A Guide for Tax Professionals | How to Weather Any Economic Storm | Ten Ways to Have More Energy This Tax Season | Seven Steps to Keeping Your Clients Forever | Give to Receive, and Eight More Ways to Boost Sales | Five Things That Clients Don’t Know about Accountants | Five Ways to Wow Your Clients | You’re Missing 60% of Your Revenue | Make the Most of CPE Conferences | Beyond Compliance: Six Tips for Adding Value
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Whether creating a new site or updating your existing site, here are some common pitfalls to avoid.

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PRO Member Exclusive

Eight Steps to Getting Started with AI: A Guide for Tax Professionals

Overcome the ChatGPT AI learning curve. 

By Sandi Leyva and ChatGPT

In the fast-paced world of tax preparation and accounting, the adoption of artificial intelligence (AI) tools like ChatGPT can be a game-changer. However, the learning curve associated with these technologies can be a bit daunting, especially for technology immigrants in the Gen X, Boomer, and Silent generations (versus natives born after 1985).

Check out our courses on ChatGPT,
offered as a deep discount bundle or separately.
Webinar Schedule:
MORE ChaptGPT here

If you’re hesitant or short on time, here’s how to get started:

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PRO Member Exclusive

How to Weather Any Economic Storm

Woman pulls pack storm page and reveals sunset.

Four strategies to use … and six to avoid.

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

According to an article published in Harvard Business Review, three scientists, Ranjay Gulati, Nitin Nohria, and Franz Wohlgezogen, conducted a study to discover the strategies that generated the most – and the least – profits in lean times.

MORE: Leverage Your Strengths to Beat Stress | You Don’t Have a Time Problem | Three Money Leaks and How to Plug Them | Eleven Ways to Serve Clients Even Better | Eight Ways to Build Busy-Season Stamina | Make Your Prospect Kit Stand Out | Six Ways to Beat the Competition | Grow Your Revenue with Three Marketing Strategies | What Can ChatGPT Do for Accounting Professionals?
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

First, here’s a list of surefire ways to kill your business:

  • Slash headcount with huge layoffs.
  • Have solely a short-term focus.
  • Employ executives who take a loss-minimizing approach.

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BUSY SEASON MANAGEMENT

Leverage Your Strengths to Beat Stress

Woman tossing exclamation points into air

24 ways you may be better than you think.

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

How many times a day do we tell ourselves with the little voice in our head that we’re falling short of the ideal we have for ourselves? “I forgot to add the salt, so I ruined the recipe.” “I’m not good enough.” “I was mistaken.” “I’m not smart enough.” “I didn’t get picked for the finals.” “Nobody likes me.” And so on.

MORE: You Don’t Have a Time Problem | Ten Ways to Have More Energy This Tax Season | Seven Steps to Keeping Your Clients Forever | Give to Receive, and Eight More Ways to Boost Sales | Five Things That Clients Don’t Know about Accountants | Five Ways to Wow Your Clients | How to Fight Feeling Overwhelmed | You’re Missing 60% of Your Revenue | 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
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Instead, why don’t we focus on our strengths? A University of Michigan psychology professor undertook an extensive research project to discover 24 positive character strengths that each person has to varying degrees.
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