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Advancing Your Practice:. Sandi Leyva’s Six Hottest Practice Management Strategies to Get Ahead in Your Accounting Business. About Sandi Leyva, CPA. Founder of Accountant’s Accelerator program Co-host of the Ultimate Accounting vCon with Michelle Long Designing websites since 1997.
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Advancing Your Practice: Sandi Leyva’s Six Hottest Practice Management Strategies to Get Ahead in Your Accounting Business
About Sandi Leyva, CPA • Founder of Accountant’s Accelerator program • Co-host of the Ultimate Accounting vCon with Michelle Long • Designing websites since 1997
About This Session Learning Objectives • Where to focus so you don’t get overwhelmed • Six strategies that can transform your practice • Further resources designed for solo accountants and small firms
Where to Focus During This Conference • ROI • What will your $20K idea look like? • It may not all be about money
Where to Focus During This Conference • Your goals • Ideas for your practice • See and be seen • Fun • Network • Get a certification • Check out a vendor
Six Strategies Strategy #1: • Leverage Your Time • “Money value of time”
Six Strategies Strategy #1: • Serve > 1 client at a time. • Training • Develop checklists & procedures
Six Strategies Strategy #1: • Live off-peak • Schedule so that you don’t get caught in rush hour traffic • Run errands during the day
Six Strategies Strategy #2: • Leverage Your Pricing
Six Strategies Strategy #2: • Learn how to communicate your value to clients
Six Strategies Strategy #2: • Build your marketing materials to show your value Need a new look to your website? Get the first month free through Tuesday, June 30, 2015: http://acceleratorwebsites.com/awesome/
Six Strategies Strategy #3: • Leverage Your Systems
Six Strategies Strategy #3: A. Eradicate data entry
Six Strategies Strategy #3: B. Automate interfaces
Six Strategies Strategy #4: • Leverage Your Skills • Advisory
Six Strategies Strategy #4: A. Help your clients with their business, not just their accounting
Six Strategies Strategy #4: B. Earn a certification in this area
Six Strategies Strategy #5: • Leverage Your Passion • Discipline, perseverance
Six Strategies Strategy #5: • Don’t let negative and cheap clients get you down.
Six Strategies Strategy #5: B. Remember it’s YOUR business. Not your client’s.
Six Strategies Strategy #6: • Leverage Your Mindset • Confidence • Behavior Change
Six Strategies Strategy #6: A. Take action to boost your confidence.
Six Strategies Strategy #6: B. Your business will only grow as fast as you are willing to grow personally.
Further Resources http://accountantsaccelerator.com/scaling/
Further Resources • Need a new look to your website? Get the first month free through Tuesday, June 30, 2015: • http://acceleratorwebsites.com/awesome/
Questions Sandi Leyva AccountantsAccelerator.com Sandi@AccountantsAccelerator.com 972-985-9129
Summary Stop by our Booth in the Exhibit Hall I will be here today and Wednesday Marjory will be here Tuesday support@sandismith.com 972-985-9129
