8 Must-Haves for a Prospect Kit

And 10 ways to go beyond the expected. By Sandi Smith Leyva The Accountant’s Accelerator If you’ve spent any time at all in business talking with prospects on the phone or in person, then you probably have a list of … Continued

Whip Out the Wow Factor for Clients

Sometimes it really is the thought that counts. By Sandi Smith Leyva The Accountant’s Accelerator You don’t have to be the Ritz-Carlton or Mercedes to provide your customer with a great experience. Just a little forethought and planning will make … Continued

Big Firms Keep Getting Bigger

Good news for small firms, too, but not as much. For CPA firms, bigger is better and keeps getting better in terms of revenues and profits for the practices and income for their individual practitioners. So say the results of … Continued

Who’s Better at Marketing? Lawyers or CPAs?

Is the question ludicrous? By Bruce W. Marcus Professional Services Marketing 3.0 Looking at the question from a different point of view, the international consultant Patrick McKenna said, “If you’re trying to determine which of the two professions (lawyers or … Continued

Three Must-Have Checklists for Your Practice

Checklists work for astronauts. Why not accountants? By Sandi Smith Leyva Accountant’s Accelerator Airplane pilots and astronauts have checklists for just about everything they do.  Checklists promote performance consistency, make it easier to learn new procedures and increase safety exponentially.  … Continued