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

MARKETING & SALES

Boost Your Value, Boost Your Fees

person handing a folder to another person

Can you leave behind a cheat sheet? A toy? It’s not silly if it works.

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

Want to charge more for your services? One way is to offer clients more value. Your fees and your value to the client should go hand in hand.

MORE: Three Ways to Make It Easier for Prospects to Say Yes | Make Your Next Busy Season Easier Now | Three Ways to Follow Up with Prospects | How Mindset Affects Your Marketing | Twelve Ways Your Business Card Can Hurt You | Got FOMO When It Comes to AI and ChatGPT? You Should: Here’s What You’re Missing | How to Weather Any Economic Storm | Ten Ways to Have More Energy This Tax Season | Seven Steps to Keeping Your Clients Forever | Give to Receive, and Eight More Ways to Boost Sales | Five Things That Clients Don’t Know about Accountants
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Here are nine ideas to increase your value to your clients:

1. Offer a Guarantee

You might feel like offering a guarantee is taking on a lot more risk than you’d like to, but this is a myth. When you offer a guarantee, you help to lower the perceived risk your client feels they might have when deciding to do business with you. This greatly increases the number of clients who will take that chance, even if they don’t know you very well yet. The surprising truth is that very few people will take the time to ask for a refund, making the increased sales far more valuable than the few returns you’ll need to process, if any.
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MARKETING & SALES

Three Ways to Make It Easier for Prospects to Say Yes

Woman staring at watch in waiting area

Bonus: Checklists to implement each one.

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

Change is hard on all of us, and there’s no exception when it comes to new customers taking a first step to do business with you.

MORE: Make Your Next Busy Season Easier Now | 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 | Five Ways to Target the Low-Hanging Fruit
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The question is, how can you make it easier for clients to get through that change so that they will do business with you?

The key is to be as approachable as possible, and here are some tips to do that. READ MORE →

BUSY SEASON MANAGEMENT

Make Your Next Busy Season Easier Now

Sad businessman sitting at desk outdoors and looking straight ahead

Five ways to shift some of the heavy lifting to your lighter months.

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: How to Put Your Strengths to Work for You | Implement These Two Daily Rituals | Want to Close a Deal? Set a Deadline | Five Business Development Mistakes to Avoid | How to Leverage ChatGPT During This Crazy Tax Season | Eight Steps to Getting Started with AI: A Guide for Tax Professionals | You Don’t Have a Time Problem | Three Money Leaks and How to Plug Them | Eleven Ways to Serve Clients Even Better
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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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PRO Member Exclusive

How to Put Your Strengths to Work for You

Here’s a quiz that provides real insight.

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

Most of us have an idea about what our character strengths are.

A few years back, a scientist named Christopher Peterson developed a global list of 24 strengths that all humans have.

MORE: Implement These Two Daily Rituals | Three Ways to Follow Up with Prospects | Twelve Ways Your Business Card Can Hurt You | Got FOMO When It Comes to AI and ChatGPT? You Should: Here’s What You’re Missing | How to Weather Any Economic Storm | Ten Ways to Have More Energy This Tax Season | Seven Steps to Keeping Your Clients Forever | Give to Receive, and Eight More Ways to Boost Sales
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

These break down into the following six major categories:
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PRO Member Exclusive

Implement These Two Daily Rituals

Calm balanced businessman sitting outdoors on bench in Yoga lotus pose meditating, with office building and blue sky in background

BONUS: Lists to help you focus and measure.

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

There’s something special about the word ritual. It sounds sacred, like you wouldn’t dare break it.

It sounds a little mysterious, as if there’s a component you can’t quite control. And it sounds colorful, like something full of character that you would never get bored of.

MORE: Three Ways to Follow Up with Prospects | 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 | Five Ways to Target the Low-Hanging Fruit | Are Your Revenue Projections Realistic?
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

We don’t think about rituals much when it comes to business, but I think we should. What rituals could you create in your business that will rev up your revenues? Here are two ideas to get your engines started.
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