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16 Tech Tools for Working through the Coronavirus

The apps and platforms we use, and why.

By Sandi Leyva

Maybe you were thinking about taking your practice virtual sometime in the future. But with the novel coronavirus, the future is now. We’re lucky we’re in a profession where we can deliver our services virtually.

More Tech for the Coronavirus Crisis:  Three Tech Solutions for Protecting Client Data |  Top Tech Choices for the Virtual Firm  |  5 Questions to Evaluate New Tech Tools  |   Innovate for the Right Reasons  |  How to Leverage App Technology for Streamlined Services   |  Cyber Security at a Virtual CPA Firm |  How Core Values Affect Remote Work Culture |  The Hidden Costs of Running a Virtual CPA Firm

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Our office became fully virtual in July 2019. Meanwhile, here are the main 16 tools we use, sorted into 11 categories:

  1. Appointment-setting
  2. Conferencing
  3. Data collection
  4. Client portal
  5. Shopping cart
  6. Client emails
  7. Customer support
  8. Task management
  9. Employee messaging
  10. Phone calls
  11. Cloud storage

Note, some vendors are offering free services for the pandemic. Now I’ll tell you exactly what we’re using and why…

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7 Tips to Keep the Clients You Have

Where do you think the best referrals come from?

By Sandi Leyva
The Accountant’s Accelerator

It’s far less expensive to keep your existing clients happy than it is to find new clients, especially because the trust factor between people continues to decline year after year. You might want to think about redirecting a portion of your marketing attention on your existing client base instead of networking for new clients. (And by the way, sending clients an organizer is NOT marketing!)

MORE ON SMALL-FIRM GROWTH STRATEGIES: Do You Know Your Opportunity Number? | 7 Tips to Boost Your Firm’s Performance in 2020 | 5 Mistakes to Avoid When Seeking New Clients | Survey Quantifies Link Between Online Reviews, Revenue | Major Search Algorithm Change Could Affect Your Rankings | Is Your Client Newsletter Stuck in the 1990s? | Outsource or In-House? How Does Your Marketing Get Done? | Making Content Marketing Part of Your Growth Strategy
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

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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Do You Know Your Opportunity Number?

Hands using a calculatorDetermine whether that new project or client makes sense for you.

By Sandi Leyva, CPA

Each of us has 24 hours in one day. Most of us have annual revenue goals. A few of us have monthly, weekly, daily or even hourly revenue goals.

MORE ON SMALL-FIRM GROWTH STRATEGIES: 7 Tips to Boost Your Firm’s Performance in 2020 | 5 Mistakes to Avoid When Seeking New Clients | Beyond Referrals: Getting New Clients | Blow Your Own Horn Already! | Keep More of Your Busy Season Earnings | How A Spreadsheet Can Help Stop Leaks
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Hopefully you know what your revenue goal is. (If not, you should!) If you don’t pull in that level of revenue for the week or month, then you’ve missed your plan.
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7 Tips to Boost Your Firm’s Performance in 2020

Three darts hitting a target bull's-eyeKeep targeting your weakest links.

By Sandi Leyva

If you’re ready to have your best year ever, then your first step is to plan to do something different. You won’t get to the next level doing SALY – same as last year.

MORE ON SMALL-FIRM GROWTH STRATEGIES: 5 Mistakes to Avoid When Seeking New Clients | Survey Quantifies Link Between Online Reviews, Revenue | Outsource or In-House? How Does Your Marketing Get Done? | Beyond Referrals: Getting New Clients | Five Trends for the Modern Accountant | 7 Ways to Generate Leads | Blow Your Own Horn Already! | Take the Focus Off Price | 5 Solutions When Clients Balk at Price | Keep More of Your Busy Season Earnings | Want More Clients? Take These 5 Steps | 5 Skills to Grow Your Practice | How A Spreadsheet Can Help Stop Leaks
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Here are seven things to consider doing differently in 2020 that will help take you to the next level:
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5 Mistakes to Avoid When Seeking New Clients

Are you holding yourself back?

By Sandi Leyva, CPA

As an accounting professional, you’re likely very talented at delivering the service you offer your clients. But when it comes to marketing and selling yourself, many of you didn’t voluntarily sign up for that part.

MORE ON SMALL-FIRM GROWTH STRATEGIES: Survey Quantifies Link Between Online Reviews, Revenue | Major Search Algorithm Change Could Affect Your Rankings | Is Your Client Newsletter Stuck in the 1990s? | Outsource or In-House? How Does Your Marketing Get Done? | Making Content Marketing Part of Your Growth Strategy | Do You Know Your CAC Number? | Beyond Referrals: Getting New Clients
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Many of you are resisting (kicking and screaming) marketing yourself. If that’s you, that could be why your business is slow or not growing at the rate you’d like it to.
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