Elevate Your Accounting Practice: Sandi Leyva's Top Strategies

1. Advancing Your Practice: Sandi Leyva’s Six Hottest Practice Management Strategies to Get Ahead in Your Accounting Business

2. About Sandi Leyva, CPA • Founder of Accountant’s Accelerator program • Co-host of the Ultimate Accounting vCon with Michelle Long • Designing websites since 1997

3. 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

4. Where to Focus During This Conference • ROI • What will your $20K idea look like? • It may not all be about money

5. 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

6. Six Strategies Strategy #1: • Leverage Your Time • “Money value of time”

7. Six Strategies Strategy #1: • Serve > 1 client at a time. • Training • Develop checklists & procedures

8. Six Strategies Strategy #1: • Live off-peak • Schedule so that you don’t get caught in rush hour traffic • Run errands during the day

9. Six Strategies Strategy #2: • Leverage Your Pricing

10. Six Strategies Strategy #2: • Learn how to communicate your value to clients

11. 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/

12. Six Strategies Strategy #3: • Leverage Your Systems

13. Six Strategies Strategy #3: A. Eradicate data entry

14. Six Strategies Strategy #3: B. Automate interfaces

15. Six Strategies Strategy #4: • Leverage Your Skills • Advisory

16. Six Strategies Strategy #4: A. Help your clients with their business, not just their accounting

17. Six Strategies Strategy #4: B. Earn a certification in this area

18. Six Strategies Strategy #5: • Leverage Your Passion • Discipline, perseverance

19. Six Strategies Strategy #5: • Don’t let negative and cheap clients get you down.

20. Six Strategies Strategy #5: B. Remember it’s YOUR business. Not your client’s.

21. Six Strategies Strategy #6: • Leverage Your Mindset • Confidence • Behavior Change

22. Six Strategies Strategy #6: A. Take action to boost your confidence.

23. Six Strategies Strategy #6: B. Your business will only grow as fast as you are willing to grow personally.

24. Further Resources http://accountantsaccelerator.com/scaling/

25. Further Resources • Need a new look to your website? Get the first month free through Tuesday, June 30, 2015: • http://acceleratorwebsites.com/awesome/

26. Questions Sandi Leyva AccountantsAccelerator.com Sandi@AccountantsAccelerator.com 972-985-9129

27. 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

28. Please remember to fill out your evaluation!

29. Thank you for attending!