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

BUSY SEASON MANAGEMENT

Cut Tax Season Stress: Twelve Tips

Happy businesswoman with laptop lying on the grass

Quick, low-cost ideas.

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

I don’t want to stress you out, but we really do need to do something about our stress levels.

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The American Psychological Association says our kids are getting headaches, having difficulty sleeping, and eating too little or too much because of pressure from school and household finances. The worst part is that  most parents were not aware of the severity of their children’s stress.
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PRICING, FEES & BILLING RATES

Six Ways to Grow Your Profits

Closeup of money being counted by woman

Steps you can take even during busy season.

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

Many accountants these days are anxious to hit the golden $100,000 mark this year. Others are interested in growing their revenues steadily and incrementally. Still others are focused on lowering costs, raising profits from that side of the equation.

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All of these approaches are well and good to help you keep more of what you make, but there are far more options to grow your take-home dollars besides raising revenue and lowering costs.
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MARKETING & SALES

Three Time Tips for Tax Season

Time is money : clock hands on $100 bills

Some discipline will make your practice better.

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

No matter what time of the year it is, it seems like there is never enough time for entrepreneurial accountants to get everything done. Here are three not-so-common ideas on how to make the most of your time.

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1. Promote yourself.

If you were ever an employee, hopefully you got promoted to a higher position, leaving lower-paying tasks to someone else. Now that you are an entrepreneur, it’s time to do the same. Make a list of everything you are still doing that if an employer paid you, you would get $10 per hour. Then find someone to do those things. This will free you up to work more on your business and on the higher-payback things you may not be getting to now.
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BUSY SEASON MANAGEMENT

Ten Tips for a Better Busy Season

woman holding eyeglasses and looking at laptop screen

Some of these you may want to keep year round.

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

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 because 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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MARKETING & SALES

Five Ways to Make Your Services an Investment, Not an Expense

Businessman holding idea light bulb; dollars passing through grow larger

Put your problem-solving skills to use.

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

Every business needs to do some level of bookkeeping for a couple of reasons:

  1. Various government agencies require reporting and payments based on the company’s results.
  2. The owner needs a certain amount of information to manage their business and keep it profitable.

MORE by Sandi Leyva
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Many business owners hire us grudgingly for compliance work because they have to. And they consider what they pay us as an overhead expense that is a required cost.

But what if we could turn that perception around?
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PRICING, FEES & BILLING RATES

Focus on Value First

Hand moving triangle along beam to indicate balance between price and value

Don’t discuss fees as soon as a potential client calls.

By Sandi Leyva
The Accountant’s Accelerator

How do you talk to a prospect or client about your fee?

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Some of the answers I have heard are:

  • “It depends.”
  • “Tell them and get off the phone as fast as possible.”
  • “I don’t know.”
  • “What is your budget?”

Most accountants spill the beans about their rates way too early in a conversation with a future client. So when should you talk rates?

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PRO Member Exclusive

5 Quick Steps to Getting Organized

Man staring at computer screen in shockClients and stakeholders benefit, and so do you.

By Sandi Leyva

Do you ever get any of the following questions from clients or co-workers?

MORE ON SMALL-FIRM GROWTH STRATEGIES: 7 Ways to Generate Leads | 6 Metrics of Marketing | Want Better Clients? 5 Ways to Hook Them | Stop Thinking Small | Make Your Services an Investment, Not an Expense | Do You Want to Do Compliance Your Whole Career? | 5 Ways to Get More Referrals | 3 Ways to Get to ‘Yes’ with Prospects | 5 Cures for the Summertime Blues | 11 Ways to Add Value for Clients

  • I can’t find your email.
  • I accidentally deleted what you just sent me.
  • My computer crashed and I lost everything. (And I want you to take up your precious time to help me recreate everything you’ve ever sent me.)
  • I lost my tax return and I need it in the next five seconds.

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MARKETING & SALES

Four Steps to Rebooting Your Practice

Man in suit pushing a restart button

If it’s not everything you wanted, here’s how to turn things around.

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

How does your current business look compared to the one you dreamed about before you started your entrepreneurial journey?

MORE: Get More Referrals in Five Steps | Is Your Practice Leaking Money? | Boost Your Value, Boost Your Fees | Three Ways to Make It Easier for Prospects to Say Yes | Make Your Next Busy Season Easier Now | How to Put Your Strengths to Work for You | Three Ways to Follow Up with Prospects | Are You Throwing Away Profits? | Want to Close a Deal? Set a Deadline | How Mindset Affects Your Marketing | Three Steps to Becoming a Millionaire | Five Business Development Mistakes to Avoid | Twelve Ways Your Business Card Can Hurt You | How to Use ChatGPT to Create Images | How to Leverage ChatGPT During This Crazy Tax Season | Got FOMO When It Comes to AI and ChatGPT? You Should: Here’s What You’re Missing
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Do you now have

  • clients you love,
  • a dream team,
  • the financial rewards you are comfortable with and
  • plenty of free time?

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