39 Advisory Services for Accountants

Two women shaking hands across a tableThe ultimate checklist to get you started.

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

When we think about the word “advisory,” we accountants might think of financial ratios. Advisory is so much more than that. It’s, in effect, everything we do for our clients that is not compliance work – work required because of government regulations and deadlines.

SMALL FIRM GROWTH STRATEGIES: Mix and Match Marketing Channels | Marketing Materials 201: Some Advanced Tips | Make Newsletters Work for You | Technical Aspects of Video and YouTube | How to Schedule Social Media Content | Speaking: How, Where and Getting Leads from It | Partnering: Referrals on Steroids
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Here is a comprehensive list of advisory services to consider adding to the compliance services and other services you already offer. Each one represents a potential new revenue stream for your business.

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Sandi Smith Leyva

Sandi Leyva

About the Author

Sandi Smith Leyva, CPA.CITP, helps small business owners get more clients, boost their revenues, and achieve their dreams using painless, low-cost marketing strategies.

She's the author of
The Complete Guide to Marketing for Tax & Accounting Firms,
published by CPA Trendlines, which she discusses here:

Read more from Sandi Smith Leyva

Her websites and other marketing strategies have paid back in as little as a week for some clients, and her marketing formula has generated millions of dollars for her clients.

See more at AcceleratorLibrary.com.

Her business experience includes management time at two Fortune 500 companies as well as making payroll every Friday as a small business owner. A seasoned speaker, she has presented her business programs to thousands of conference attendees. Sandi has earned an MBA as well as a masters in neuroscience.

Sandi has written four technology books and over 500 articles for clients such as Microsoft, Intuit, and the American Institute for CPAs, and her most recent book is Following Amelia: A Modern Day 'Round-the-World Flight.

In 1995, Sandi became the sixth American female and the 15th or so female in the world to co-pilot a single-engine airplane around the world. In 2009, Sandi co-founded the American Happiness Association, a 501(c)3 nonprofit charitable organization that helps people learn the tools they need to be happy on a long-term basis.

With quite an eclectic background, Sandi is truly a one-of-a-kind grow-your-biz, live-your-dreams coach. She transforms the latest proven scientific methods into millionaire mindsets to help her clients experience how their own hearts, minds, and spirits are their greatest source of personal power.

Click here for more by Sandi Smith Leyva