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

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Presentation on theme: "Advancing Your Practice: Sandi Leyva’s Six Hottest Practice Management Strategies to Get Ahead in Your Accounting Business."— Presentation transcript:

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 Leverage Your Time – “Money value of time” Strategy #1:

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

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

9 Six Strategies Leverage Your PricingStrategy #2:

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

11 Six Strategies Build your marketing materials to show your value Strategy #2: Need a new look to your website? Get the first month free through Tuesday, June 30, 2015: http://acceleratorwebsites.com/awesome/

12 Six Strategies Leverage Your SystemsStrategy #3:

13 Six Strategies A. Eradicate data entryStrategy #3:

14 Six Strategies B. Automate interfacesStrategy #3:

15 Six Strategies Leverage Your Skills – Advisory Strategy #4:

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

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

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

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

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

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

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

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

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!


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