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

Woman in white office meeting with manImagine how catching their books up in November will make March feel.
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.
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Surviving Busy Season: 10 Tips for More Energy

Businessman listening to music in officeFeel free to keep them going year round, of course.

By Sandi Leyva
The Accountant’s Accelerator

Is keeping a high energy level a challenge for you?

MORE SMALL FIRM GROWTH STRATEGIES: How to Teach Financial Literacy | Why Businesses Offer Subscriptions | Your Time Has No Inherent Value | Four Tools for a Millionaire Mindset | Reconnect with Your Why | 3 Ways to Work Less and Earn More | How to Find Hidden Money for Your Clients | How Small Firms Can Use Value Pricing
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Here are a few tips to revitalize your personal energy. Some of these are very simple, so simple you may think they won’t do anything for you.
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Five Trends for the Modern Accountant in 2017

What are your New Year's resolutions?

By Sandi Leyva

As accountants, our daily work is full of to-the-penny details that keep us focused on transactions, charts, data, and numbers all day long.  We have to be good at the details to be in our industry.  But we also need to be able to move from the trees to the forest and see the big picture. 

MORE:  Why Offering Packages Can Catapult Your Revenue  |  Four Tools for a Millionaire Mindset  |  Pssst, Want Out of Compliance?    |  When to Turn Over Client Data Files  |   5 Quick Steps to Getting Organized

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It’s such an exciting time to be an accountant.  Not only are they making cool movies about us, we are seeing so many exciting and productive changes that we can benefit from.  Here are some sweeping trends and how to measure how your firm stacks up.  READ MORE →

10 Quick and Easy Tips for a Better Busy Season

Man working on a carYou may want to keep some of these going year round.
Another busy season is upon us. Are you feeling excited, anxious or dread?

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It’s probably a mix, but hopefully there’s more excitement than any other emotion since you will be helping so many more people during busy season than any other time of the year. Here are 10 easy-to-implement ideas to help your busy time go smoother than ever.

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Four Tools for a Millionaire Mindset     

Choosing just one could make a big difference.

By Sandi Leyva
As a business owner, I need tools to help me stay in a mindset that will help me serve more people and be more successful in my business.
Here are four that have helped me play bigger throughout the years.

Why Offering Packages Can Catapult Your Revenue

Eight ways bundled services help you and the client.

By Sandi Leyva

More accountants and bookkeepers are moving from hourly billing to fixed fee and package offerings.

MORE ON SMALL-FIRM GROWTH STRATEGIES: Share Data 5 Easy Ways| 7 Ways to Generate Leads | Blow Your Own Horn Already! | Take the Focus Off Price | 5 Solutions When Clients Balk at Price |Want More Clients? Take These 5 Steps | 5 Skills to Grow Your Practice | How A Spreadsheet Can Help Stop Leaks | 5 Cures for the Summertime Blues

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But, just what does an accounting package look like? And what are the benefits of offering packages?  Here are some answers.

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Pssst, Want Out of Compliance?

head down with phone 590wBecoming a 'trusted advisor.'

By Sandi Leyva

Here’s a question: What portion of your revenues are derived from compliance work – e.g., tax preparation and IRS representation; bookkeeping; QuickBooks setup, cleanup and training; payroll; and audit work – versus value-added work, e.g., revenue improvement, business consulting, profit margin analysis and workflow improvement projects?

MORE ON SMALL-FIRM GROWTH STRATEGIES: Share Data 5 Easy Ways | 7 Ways to Generate Leads | Blow Your Own Horn Already! | Take the Focus Off Price | 5 Solutions When Clients Balk at Price | Want More Clients? Take These 5 Steps | 5 Skills to Grow Your Practice | How A Spreadsheet Can Help Stop Leaks | 5 Cures for the Summertime Blues

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If you answered 100 percent compliance work and no value-added services, you’re not alone. There’s a lot of lip service about moving from compliance services to becoming a “trusted advisor.” There’s an equal amount of confusion in how to get started.
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