Download presentation
Presentation is loading. Please wait.
Published byScot Griffith Modified over 9 years ago
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!
Similar presentations
© 2024 SlidePlayer.com Inc.
All rights reserved.