accountant’s accelerator network sneak peek july 2, 2014...accountant’s accelerator network...
TRANSCRIPT
Accountant’s Accelerator Network Sneak Peek July 2, 2014
Sandi Smith Leyva, CPA Certified QuickBooks ProAdvisor, Xero Certified Advisor
Where to Get Your Materials
• AccountantsAccelerator.com/accelerator-sneak-peek – PowerPoint – Video recording
Agenda
• The 3 skills you’ll need to take your accounting business to the next level, whether that means more growth, increasing your business’s market value, or making changes to suit your lifestyle
• How to get more accountability, direction and clarity when it comes to making smart business decisions
Agenda
• What’s covered in the Accountant’s Accelerator Network membership, and the difference between the 2 levels: Sampler and Pro
• Exactly what webinars we have planned and what materials we have available for you in the program
Value of this Webinar to You • Less stressed-out • Relief of not having to figure this stuff out yourself • Boost your revenue or profits or both • Gain clarity about your next steps • More time with your family or more leisure time • Better planning – moving from reactive to proactive
About You
• Accounting Professional – Have your own accounting practice
• Looking to grow or improve your business
– Starting your business – In your first three years – Experienced but working too hard – Stuck at same income level
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About You
• Services – Controller, CFO, bookkeeping, accounting, payroll – Tax, write-up – Software consulting, setup, conversion, training,
troubleshooting, reseller
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Why Me? • Grew up in Dallas, TX
Why Me?
• CPA • Certified QuickBooks ProAdvisor
Why listen to me
10 10
Why listen to me
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“Trust me when I say you need the Kool-Aid Sandi's drinking!” --JJ Virgin, Celebrity Nutrition & Fitness Expert
More testimonials: http://accountantsaccelerator.com/testimonials/
My Why
• You are all a best-kept secret • Clients need you more than they think • You have the answers to help small business
thrive • It’s about prosperity for everyone
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3 Skills You Need
• Time Management
3 Skills You Need
• Marketing – Includes Pricing!
Marketing Is a Skill • On a scale of 1-10, how would you rank your marketing
skills?
• Dirty little fact: Marketing vs. technical education
• Price-sensitive clients?
3 Skills You Need
• Practice Management
What It Costs
• On average, a 40-year career – Each year we under-earn, we lose the
opportunity forever
• How many people we fail to help because we’re too shy to market
What It Costs
• Failing to take risks
• Failing to believe in yourself and invest in yourself
3 Skills You Need
• AAN’s 5-prong approach
Accountability
• Survival • Self-discipline • Partner • Mastermind • Coach • Community
Direction
• Consultant • Coach • Training • Yourself
Clarity
• Coach • Training
What I Do
• Coach ($17,000) • Mastermind group once a month • Buddy partner in the Mastermind • Employees I need to feed • Burning desire to help accountants and the
industry
What Gets in the Way
• Pride • Do it yourself • Unwillingness to invest • Unwillingness to take risks • Lack of confidence
Cost of Procrastinating
• Website – $1K - $2K per month in additional revenues – Assume conservative $500 per month – Month 1: $500 loss – Month 2: $1,000 loss – Month 3: $1,500 loss – 3 months: $3K loss – 6 months: $10,500 loss
Our Programs
• AAN – Marketing and practice management,
focused on long term steady growth • JumpStart
– Get clients fast – very focused on one goal
• vCon – Tech update, some practice
management
2 Levels of AAN
• Sampler • Pro
What You Get
• Pro – At least 1 each month
• Newsletter • Webinar • Forms, Samples, and Reports
– Periodically • Vendor webinars, discounts • Q&A – coaching • Reviews
What You Get
• Sampler – At least 1 each quarter
• Webinar
– At least 1 each month • Newsletter
– Periodically • Forms, Samples, and Reports • Vendor webinars, discounts • Q&A – coaching • Reviews
Pro vs Sampler
• Pro = more ebooks, especially on pricing, packaging, and sales cycle
• Pro = more webinars • Pro = more discounts • Sampler = 5 Simple Steps
How We Deliver It
• Fully virtual – Community Forum
• Networking, Q&A, all materials, bonuses, library
– Webinars - GoToWebinar • PowerPoint, Transcript, Video
recording, and any handouts
Return on Investment – AAN
• 1/3 members earned over $10K in a recent survey
• Nearly 2/3 earned over $2K
• We cannot promise or guarantee your results
New
• Foundational webinar repeated every 2 months – Marketing, practice management
• Newsletter • Forms, Samples, and Templates
– A new one every month • Practice Management Mastery content • Ebook on Time Management
New
• Practice Management Mastery content – Systems – CRM, Time and Billing, Accounting,
Project Management, Tax
Getting Started
• Go to AccountantsAccelerator.com – Programs
• Accountants Accelerator Network Memberships
• Pro - $247 + $49/mo (annual save $158) • Sampler $147 + $22/mo (annual save $114)
