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Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 4, 2013
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Are you just about to start or re-start your accounting business? Do you need more clients in your accounting practice? Now is the perfect time of year, right before tax season, to take the big leap and get started on your brand new accounting business. Lots of clients switch firms in January, numerous people start their business at the first of the year, and everyone has taxes on the brain and needs their books caught up during busy season.

Even though this is the best time of year for client momentum, your first year in business is always fraught with risk. It just makes sense to learn everything you can about how to avoid costly mistakes so that your business gets a great start and the income starts flowing right away.

Learning Objectives

  • 2 ways to save a huge amount of money in your first year of business when money is super-tight

  • 3 things you need to do before you start your business so you can avoid big mistakes and lost clients down the road

  • 1 activity to avoid doing your first year (that most people do out of insecurity and it slows them down)

  • 3 things you need to put in place before you get your first client so that you’ll look extra professional compared to your competitors

  • 1 place to find out more about how to increase your success and reduce your mistakes in your first year of business

Not logged

Sandi Smith Leyva is the founder of the Accountant’s Accelerator practice growth program, which helps CPAs, EAs (IRS Enrolled Agents), bookkeepers, QuickBooks ProAdvisors, and Intuit Solution Providers grow their practices, work less, and serve their clients better. Sandi has helped thousands of clients get more business through her marketing strategies, web site and copywriting formulas, and millionaire mindset. More than 100,000 people have read her books and articles, used her training and coaching tools, or heard her speak at conferences. Sandi’s work has been noted by CBS News, PBS, San Francisco Chronicle, Dallas Morning News, San Jose Mercury News, Miami Herald, Columbus Dispatch, Accounting Today, Journal of Accountancy, CPA Trendlines, Today’s CPA, and The Practical Accountant. Sandi is one of a handful of women in the world who has co-piloted a tiny six-seat, single-engine airplane over the oceans and around the world. Her book, Following Amelia: A Modern Day ‘Round-the-World Flight, describes her death-defying adventure along with the two award-winning humanitarian trips she managed to fit in along the way. Sandi has authored several books, CPE courses, and over 500 articles for clients such as Microsoft, Intuit, and the American Institute for CPAs. She writes BizBoost News, a client newsletter with strategic business content for accountants. Her latest books include Five Simple Steps to Get More Clients, More Profits and More Free Time for Accountants and QuickBooks ProAdvisors, Increase Your ‘Net Profits: My Web Site Formula to Get More Clients and Get Your Phone Ringing, and Behind the Scenes: A Step-by-Step Guide to Developing Your Instant, Almost-on-Autopilot, Sales & Marketing Systems For Your Small Business. Sandi is a CPA (inactive), a CITP (Certified Information Technology Professional), and holds an MBA in IT from the University of Dallas. She also holds a MS in Applied Cognition and Neuroscience. In her spare time, she loves hiking, traveling to remote places, and empowering women from poverty to prosperity through her nonprofit.

About Our Presenter

Accountant’s Accelerator, a division of Sandra L. Leyva, Inc., is a marketing-focused practice growth program for CPAs, accountants, bookkeepers, tax preparers, and other self-employed accounting professionals who want to grow their practices. More than 450 members from 44 states and 5 countries have boosted their marketing skills, learned new revenue streams, and strengthened client retention. Accountant’s Accelerator is specifically designed for solo practitioners and firms grossing under $1 million in revenue. Members receive training and coaching delivered via Internet webinar format, self-study, and small group masterminds. Topics include marketing, selling, time management, revenue generation, management advisory services, practice management, and more. Sandra L. Leyva, Inc. is a Texas corporation with offices in San Jose, CA and Plano, TX. Other divisions include Accelerator Websites, Ultimate Accounting vCon (a joint venture with Long for Success, LLC), BizBoost News, and BrainWays Training & Development.