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

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?

MORE by Sandi Leyva
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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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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
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

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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MARKETING & SALES

Get More Referrals in Five Steps

Key to leads cloud shape

Who do you want? (Hint: It’s not “everyone.”)

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

There are many great things about getting referrals. First, referrals have a built-in trust that helps you move through the sales process faster. Second, there’s almost no marketing cost involved. Third, they tend to make a better long-term client.

MORE: Is Your Practice Leaking Money? | Boost Your Value, Boost Your Fees | How to Put Your Strengths to Work for You | Are You Throwing Away Profits? | Three Steps to Becoming a Millionaire | How to Use ChatGPT to Create Images | Create a Bad Website in Ten Easy Steps | Leverage Your Strengths to Beat Stress | Are You Crossing Off Your Business Bucket List? | Ten Ways to Make Your Business Irresistible
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

Unfortunately, many business owners take a reactive approach to referrals, waiting until they come to them, rather than a more profitable approach, which is to proactively maximize referrals. Here are five proactive ways to boost referrals:
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MANAGEMENT

Is Your Practice Leaking Money?

Money coming out of sink faucet and going down drain

There’s a spreadsheet for that. Three ways to recapture lost revenue.

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

There are dozens (and maybe hundreds) of ways your practice can leak money.

Here are three ideas that are fairly simple to implement and may be some great goals for you to consider.

MORE: 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 | Implement These Two Daily Rituals | 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
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

1. Lost customer opportunities.

In just about every business I’ve worked with, there are opportunities within your current customer base that have not been harvested. When you offer multiple services or products, it may even be that some of your clients do not know everything you do.
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