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

MARKETING & SALES

Five Ways to Acquire More Clients

Laughing businesswoman talking on the phone in office in front of four monitorsBut don’t bother with #5 if you don’t do #1, #2, #3 and #4 first.

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

If getting new clients is a bit of a struggle for your business and you’re not reaching the revenue levels you desire because of too few clients, then the first step is to find out where the process is breaking down.

MORE: Get Your Name in the News | 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 | Four Tips for Tough Times | Nine Thoughts on Self-Marketing for the Introvert | Three Questions for the New Year
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There are five main places:

1. Client Retention

Are you keeping the clients you acquire, or are you experiencing too much churn in your client base? You can measure your retention rate year after year by computing the percent of total annual revenues that is due to repeat clients. If it’s less than 80 percent, then you are either in your first year of business or you have a problem.
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MARKETING & SALES

Get Your Name in the News

10 triggers for free publicity.

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

As a marketing channel, public relations is one of my personal favorites. It includes getting mentioned in news or trade media and publications, having an article you wrote published or reprinted, applying for and winning awards, or otherwise being in the public eye for one reason or another.

MORE: When You Don’t Know What You Don’t Know | Five Stages of Any Business | Five Ideas for Summer Focus | Leverage Your Client List Today | Need Leads? Try a Quiz | Now’s the Time to Clean Up Your Email List
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When I started a photography studio several years ago, I sent sample photos of my work along with a letter explaining my business to several news outlets. It was July, and in August, the Sunday magazine supplement to the Dallas Morning News picked up the story and published my samples. They were portraits of cats and dogs, and my phone rang for days. Within a week, I was booked through Christmas, and my business broke even a year ahead of time because of that one piece of publicity.
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PRO Member Exclusive

When You Don’t Know What You Don’t Know

blindfolded at computerHazards at every stage.

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

Early in my career, one of my favorite things to teach was Maslow’s four stages of learning. I still think it’s one of the most valuable and profound pieces of information I have come across in my learning.

MORE: Five Stages of Any Business | Five Ideas for More Summer Revenue | Eight Things to Give New Clients | Five Ideas for Summer Focus | Four Ways Small Firms Can Beat Large Ones | Put Your LinkedIn Profile to Work | Leverage Your Client List Today | Why You Need a Link-In-Bio Tool | What’s In a (Domain) Name? Plenty | Need Leads? Try a Quiz | Five Emotional Skills for Entrepreneurs
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Maybe you recall, too:

  1. Unconscious incompetence
  2. Conscious incompetence
  3. Conscious competence
  4. Unconscious competence

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PRO Member Exclusive

Five Stages of Any Business

Growing stacks of blocks with an arrow tracing upwardEvolve from running a practice to leading a business.

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

Technology has allowed just about everyone to start their own businesses. We can do something part time, full time or in between. We can start and stop our businesses. We can be successful at lots of different business models. And we can go through stages of our business.

MORE: Five Ideas for More Summer Revenue | Eight Things to Give New Clients | Five Ideas for Summer Focus | Four Ways Small Firms Can Beat Large Ones | Put Your LinkedIn Profile to Work | Leverage Your Client List Today | Why You Need a Link-In-Bio Tool | What’s In a (Domain) Name? Plenty | Need Leads? Try a Quiz | Five Emotional Skills for Entrepreneurs | Four Tips for Tough Times
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

If you want to grow exponentially, or even linearly, you’ll need to progress. And before you can do that, it makes sense to figure out where you are now. Here are five stages of business so you can see where you are now and where you want to go.
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PRO Member Exclusive

Five Ideas for More Summer Revenue

number 5 drawn in sandBONUS: You could make busy season easier.

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

For some of you, summer can be a slow time in your business. If you do taxes, all the action is during busy season and in September if you have a lot of extensions. If you’re a bookkeeper, your busiest month is January. And if you do software consulting or training, it slows down in July and August.

MORE: Eight Things to Give New Clients | Five Ideas for Summer Focus | Leverage Your Client List Today | Need Leads? Try a Quiz | Now’s the Time to Clean Up Your Email List | Don’t Let Prospects Fall through the Cracks | Five Lessons My Clients Taught Me | How to Fire a Client | Five Tips for Virtual Team Member Happiness
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

If you have a good relationship with your clients, you might be able to move some of your busy season work to off season. And if you have clients who are ready to take advantage of new technologies, there are lots of opportunities in the cloud. Here are five quick ideas to stir up some revenue in the slower summer months.
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