Are Your Revenue Projections Realistic?

Three ways to evaluate your new client funnel.

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

You may have heard about the marketing funnel before. There are lots of variations, and I want to cover it in a way that helps us examine our mix of products, services and prices.

MORE: Make Your Prospect Kit Stand Out | 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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The funnel can be pictured like a big “V.” At the top, wide-open part, there are a lot of prospects interested in your services and products. At the bottom, narrow part, there are a few select customers who buy the most from you.

Posted on November 16, 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.

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