Content Provider
Middlebanner rc2212024
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs


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 Leyva, CPA, is the founder and owner of Sandra L. Leyva, Inc. She has helped thousands of accounting and tax professionals 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 was named one of the Top 25 Thought Leaders for 2019 and one of the Most Powerful Women in Accounting by CPA Practice Advisor. She won a 2013 Stevie Award for “Maverick of the Year,” and her work has been noted by Forbes, CBS News, PBS, Dallas Morning News, San Jose Mercury News, Accounting Today, Journal of Accountancy, Today’s CPA, and The Practical Accountant. She is a regular contributor to CPA Trendlines.
Sandi earned an MBA, holds a CPA in Texas and California, and earned an MS in neuroscience. She is an avid traveler and has visited 100 countries, including a backpacking trip alone around the world. Her volunteer work in Kenya, Russia, and Nepal earned her an AWSCPA Public Service Award and a Baird Community Service Award. In her spare time, she enjoys gardening, hiking, and spending time with family.

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.