advancing your practice: sandi leyva’s six hottest practice management strategies to get ahead in...
TRANSCRIPT
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
• Leverage Your Time– “Money value of time”
Strategy #1:
Six Strategies
A. Serve > 1 client at a time.– Training– Develop checklists & procedures
Strategy #1:
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:
Six Strategies
• Leverage Your Pricing Strategy #2:
Six Strategies
• Learn how to communicate your value to clients
Strategy #2:
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/
Six Strategies
• Leverage Your SystemsStrategy #3:
Six Strategies
A. Eradicate data entryStrategy #3:
Six Strategies
B. Automate interfacesStrategy #3:
Six Strategies
• Leverage Your Skills– Advisory
Strategy #4:
Six Strategies
A. Help your clients with their business, not just their accounting
Strategy #4:
Six Strategies
B. Earn a certification in this areaStrategy #4:
Six Strategies
• Leverage Your Passion– Discipline, perseverance
Strategy #5:
Six Strategies
A. Don’t let negative and cheap clients get you down.
Strategy #5:
Six Strategies
B. Remember it’s YOUR business. Not your client’s.
Strategy #5:
Six Strategies
• Leverage Your Mindset– Confidence – Behavior Change
Strategy #6:
Six Strategies
A. Take action to boost your confidence.
Strategy #6:
Six Strategies
B. Your business will only grow as fast as you are willing to grow personally.
Strategy #6:
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/
QuestionsSandi Leyva AccountantsAccelerator.com [email protected]
Summary
Stop by our Booth in the Exhibit Hall
I will be here today and WednesdayMarjory will be here Tuesday
[email protected] 972-985-9129
Please remember to fill out your
evaluation!
Thank you for attending!