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

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
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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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BUSY SEASON MANAGEMENT

You Don’t Have a Time Problem

Businessman running after clock in silhouette

Three ways to fix what’s actually going on.

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

I know it’s a bold statement and a lot of you will disagree. But please have an open mind and hear me out.

MORE: Ten Ways to Have More Energy This Tax Season | Are You Crossing Off Your Business Bucket List? | Ten Ways to Make Your Business Irresistible | Five Ways to Target the Low-Hanging Fruit | Are Your Revenue Projections Realistic? | Six Strategies to Make More without Working More | The Art of Prompt Engineering for Accountants | Calculate Your Business Relationship Ratios
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Time is the great equalizer. We all have the same number of hours in a day, yet some entrepreneurs, many of them self-made, become wildly successful, while others languish. Only one in 20 business owners in the U.S. make it past $1 million in annual revenues. I believe the way they use their time is a big factor in their success or failure.
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PRO Member Exclusive

Ten Ways to Have More Energy This Tax Season

Young businessman sleeping on the keyboard in the office

Pssst … feel free to keep these habits going afterward, too.

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

Is keeping a high energy level a challenge for you? 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.

MORE: Are You Crossing Off Your Business Bucket List? | 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? | Generative AI: Should You Avoid It or Adopt It? | Want Better Clients? Here’s How | Get Your Name in the News | Four Ways Small Firms Can Beat Large Ones
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As you read, check to see which ones have slipped from your current daily routine. In that way, you’ll discover how to change your routine to gain more energy.

1. Drink plenty of water. A large amount of the aches, pains and low energy we have these days is because we are not fully hydrated. Keep a glass of water on your desk at all times and drink up.
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PRO Member Exclusive

Are You Crossing Off Your Business Bucket List?

A vintage wooden bucket with metal ring supports and a handle and a aged paper attached to the front that reads "bucket list"If you don’t dream big, who will?

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

Do you have a business bucket list?

MORE: Three Money Leaks and How to Plug Them | 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 | Beyond Compliance: Six Tips for Adding Value | Another Year, Another Chance
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Did you see the movie “The Bucket List”? Morgan Freeman and Jack Nicholson played men who didn’t have too long to live. They each wrote up a bucket list, a list of things they wanted to do or accomplish before they kicked the bucket (as we say in the South).
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PRO Member Exclusive

Three Money Leaks and How to Plug Them

Money coming out of sink faucet and going down drain

ALSO: the biggest myth on the planet.

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

Everyone is looking on the income statement to find places to cut their business expenses. But the best place to look is not on a report.

MORE: Seven Steps to Keeping Your Clients Forever | Ten Ways to Make Your Business Irresistible | Five Ways to Target the Low-Hanging Fruit | Are Your Revenue Projections Realistic? | Six Strategies to Make More without Working More | The Art of Prompt Engineering for Accountants | Calculate Your Business Relationship Ratios | Another Year, Another Chance
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

It’s in the habits, processes and procedures that you and your team do through your workday. It’s also in the mindsets, the inner game you bring to your work.

Here are my top three money leak sources for you to look at and see what you can find:
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PRO Member Exclusive

Passed on ChatGPT the First Time? It’s Time to Think Again.

ChatGPT is evolving so fast you’ll need weekly updates.

By Sandi Leyva

Tax and accounting professionals are used to keeping up with new tax laws that arrive rapidly. One thing that’s changed faster than tax law this year is AI, specifically the features of ChatGPT.

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

If you decided to use ChatGPT a few months ago, this software tool has changed drastically. And the new features are breathtaking.

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MARKETING & SALES

Seven Steps to Keeping Your Clients Forever

Two businessmen shaking hands at a restaurant table

BONUS: You’ll probably see more revenue from them, too.

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

It’s far less expensive to keep your existing clients happy than it is to find new clients, especially since the trust factor between people is at an all-time low.

MORE: Ten Ways to Make Your Business Irresistible | 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.

So you might want to think about redirecting a portion of your marketing attention on your existing client base instead of networking for new clients.

I’ve met a lot of business owners who have trouble getting their employees to sell while they’re on-site, and I’ve also heard from some customers who’ve remarked that their vendors don’t stay in touch with them. So here are some tips to mine the pot of gold that lies right before you: your current clients who already trust you and are eager to hear about new solutions that will ease their pain and problems.
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ADVISORY & CONSULTING

How to Leverage ChatGPT in Advisory Work

Learn the language of commands and prompts. And check the math.

By Sandi Leyva

The generative AI model ChatGPT, developed by OpenAI, has been out for over a year. Yet, roughly half of the accounting professionals taking my ChatGPT webinars haven’t found the time to try it out yet. In this article, I want to give you a sneak peek into just one of the many tasks ChatGPT can perform for you to shorten your day potentially.

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

Let’s say you have a client with some advisory questions. They want to know the answers to the following four questions based on sales data for a particular period:

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