Accounting Biz Talk – Free Weekly Webinar

Introducing….


Accounting Biz Talk is a weekly webinar series hosted by Sandi Smith Leyva. It’s free! You’ll get 1 CPE along with amazing tips to help you run your accounting business better.

Join us every Thursday at 11 AM Pacific time, 1PM Central, 2PM Noon. Did I mention it’s free?

Talk dates:

April 12, 2018 – Why You Should List Your Site in Yelp
April 19, 2018 – How to Stay in Touch with Tax Clients Year-Round
April 26, 2018 – Getting Clients from Bing; Google Is Not the Only Game in Town
May 3, 2018 – Essential Changes You Need to Make to Your Website ASAP
May 10, 2018 – Cancelled due to Ultimate Accounting vCon
May 17, 2018 – GDPR: Do You Need to Comply with This Regulation?
May 24, 2018 –
May 31, 2018 –


CPE Information

Here is the CPE information for all Accounting Biz Talk webinars. The field of study and learning objectives will vary for each webinar and will be listed by the date of the webinar.

Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Cost: No charge
CPE: 1 hour

Sandra L. Leyva, Inc. is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be submitted to NASBA through its website: www.learningmarket.org.


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Past Episodes:

April 5, 2018 – Working Smarter with QuickBooks Online Accountant

Field of Study: Computer Software and Applications

QuickBooks Online Accountant (QBOA)

  • Overall product vision
  • Deep dive
  • How you can manage all your work and all your clients – all in one place with one login
  • The latest features and enhancements
  • Next steps

March 29, 2018 – 10+ Ways to Boost Your Energy to Make It the Final Stretch of Tax Season

Field of Study: Personal Development

After completing this course, participants should be able to:

  • List ten ways to reduce your stress
  • Name ten ways to increase your energy
  • List ten snacks under 100 calories that are healthy for you

March 22, 2018 – 7 Ways to Wow Your Clients So They’ll Never Forget You

Field of Study: Communications and Marketing

After completing this course, participants should be able to:

  • List five email best practices
  • List four benefits of staying in touch with clients year-round
  • List two major ways to send out announcements to clients

March 15, 2018 – How to Profit from Your Google for Business Listing

Field of Study: Communications and Marketing

After completing this course, participants should be able to:

  • Describe how to access Google for Business
  • List at least three items of data you’ll need to complete your profile
  • Describe the verification process that Google uses to validate your listing

March 8, 2018 – How to Stay Healthy for Tax Season

Field of Study: Personal Development

After completing this course, participants should be able to:

  • List ten ways you can stay health for tax season
  • Name at least five lateral shifts you can make in your diet to eat and feel healthier
  • Describe three parts of a healthy exercise program

March 1, 2018 – Cancelled for this week only with my apologies

February 22, 2018 – 10 Ways to Manage Your Time Like a Multi-Millionaire

Field of Study: Personal Development

After completing this course, participants should be able to:

  • List six ways to minimize interruptions
  • Name three undesirable side effects of not delegating
  • List ten ways to manage your time better
  • Name four things you can automate
  • List three things you can outsource
  • February 15, 2018 – QuickBooks ProAdvisor Program: Helping you build your practice and your expertise

    Field of Study: Computer Software and Applications

    Learning Objectives:

    After completing this course, participants should be able to:

    • List five tips to maximize your ProAdvisor profile
    • Name three new things about your ProAdvisor profile
    • List one change about the QuickBooks Online ProAdvisor certification process

    February 8, 2018 – Facebook for Business

    Field of Study: Communications and Marketing

    Learning Objectives:

    After completing this course, participants should be able to:

    • List a couple of best practices when receiving a bad review online
    • Name one feature of using Facebook groups
    • List at least two tips to engage users on Facebook

    February 1, 2018 – How to Help Clients Decide if it’s Time for a Legal Entity Change

    Field of Study: Business Law

    Learning Objectives:

    After completing this course, participants should be able to:

    • List six reasons why clients should consider incorporating
    • Name five common business structures
    • List six characteristics of the S Corporation

    January 25, 2018 – Facebook Business Pages

    Field of Study: Communications and Marketing

    Learning Objectives:

    After completing this course, participants should be able to:

    • Name at least three things you need to do to update your Facebook business page
    • List a few of the fields you can complete on the Business page
    • Describe where to go to modify the Business Page tabs

    January 18, 2018 – Facebook for Business

    Field of Study: Communications and Marketing

    Learning Objectives:

    After completing this course, participants should be able to:

    • Explain the difference between a group and a page
    • Name the feature you need to use to separate business from personal on Facebook
    • List at least 2 benefits of using Facebook for business

    January 11, 2018 – CRMs

    Field of Study: Business Management and Organization

    Learning Objectives:

    After completing this course, participants should be able to:

    • List two places you might already have a CRM in your business
    • Define at least one process to put into place to get the most out of a CRM
    • Name at least two custom fields you should keep updated in your CRM

    January 4, 2018 – Best Online Marketing Methods for 2018

    Field of Study: Communications and Marketing

    Learning Objectives:

    After completing this course, participants should be able to:

    • List the most frequent marketing method in the accounting industry
    • Name a few of the most underutilized marketing methods in accounting services
    • Name the one tool you can use to evaluate your marketing ROI

    December 28, 2017 – Using Constant Contact to Grow Your List

    Field of Study: Communications and Marketing

    Learning Objectives:

    After completing this course, participants should be able to:

    • Name one example of list management software
    • Describe one benefit of building an email list
    • List the three places in Constant Contact that you need to know to send newsletters

    December 21, 2017 – Developing a Client Touch Plan

    Field of Study: Communications and Marketing

    Learning Objectives:

    After completing this course, participants should be able to:

    • Define client touch plan
    • List at least three possible components of a client touch plan
    • Name one reason why sending a client newsletter is beneficial

    December 14, 2017 – Managing a Virtual Office

    You’re in for a treat this week with our guest Renee Daggett of AdminBooks, ranked in the top 15 Firm of the Future contest finalists. She’ll share her tips on creating and managing a virtual team as well as serving clients remotely.

    Field of Study: Business Management and Organization
    Learning Objectives:
    After completing this course, participants should be able to:

    • List at least one pro and one con of hiring virtual workers
    • List at least three technology apps that support virtual working
    • Name at least one place to find virtual workers

    December 7, 2017 – Get Ready for Tax Season

    Tax season is right around the corner. Here’s how to make the most of it.

    Field of Study: Communications and Marketing
    Learning Objectives:
    After completing this course, participants should be able to:

    • List at least two things to do in December to save crunch time later
    • Describe how you can have three mini-busy seasons
    • Name at least two things that you should never schedule from Feb – April

    November 30, 2017 – Ranking High in Search

    Would you like your web site to rank higher in search results? Here are my top tips.

    Field of Study: Communications and Marketing
    Learning Objectives:
    After completing this course, participants should be able to:

    • Define what a title tag is
    • Determine if your site has been optimized
    • Determine your own site’s ranking in search

    November 23, 2017 – No Webinar this week for Thanksgiving break

    November 16, 2017 – Common Web Mistakes

    As a web design firm, we wish we could prevent all the mistakes clients make before they come to us. This session will provide lessons learned.

    Field of Study: Communications and Marketing
    Learning Objectives:
    After completing this course, participants should be able to:

    • List four considerations when choosing a domain name
    • List six ways on your website to show you have current clients
    • List five things that can be broken about your web site

    November 9, 2017 – Problem Clients

    There is at least one in every practice. This week we’ll discuss problem clients and what we can do about them.

    Field of Study: Communications and Marketing
    Learning Objectives:

    After completing this course, participants should be able to:

    • List four categories of issues with clients
    • List four ways to prevent slow-pay clients
    • List three potential consequences for clients who miss paperwork deadlines

    November 2, 2017 – The Virtual Office – Push Notifications

    The hottest new way to stay in touch with clients is through push notifications. We’ll share what they are and two apps that automate the process.

    Field of Study: Communications and Marketing
    Learning Objectives:
    After completing this course, participants should be able to:

    • Define push notifications
    • List at least two apps that provide this technology
    • Name three benefits of push technology

    October 26, 2017 – The Virtual Office – To-Do List Management Software

    We’ll share our journey with to-do list management software, including some project management apps we first used and why we use something simpler now.

    Field of Study: Communications and Marketing
    Learning Objectives:
    After completing this course, participants should be able to:

    • Name at least two list management apps
    • List at least two features of to do list software
    • Describe how we structure our projects in our software

    October 19, 2017 – The Virtual Office – Videos and YouTube

    This week, we’ll show you the secrets behind the four major types of videos we offer, the software we use, options for you, and where we get our video content. We’ll also provide an introduction to YouTube so you can see how easy it is to customize, shoot, and share videos with your clients. We’ll also christen our new community platform.

    Field of Study: Communications and Marketing
    Learning Objectives:
    After completing this course, participants should be able to:

    • List at least five sources of content for videos
    • Name at least 2 free screen capture websites
    • Describe how to set up an account and create a channel on YouTube

    October 12, 2017 – The Virtual Office

    You asked for it, so this week, we’ll talk about video conferencing options. I’ll share my best webcam tips, and we’ll talk more about upcoming show features as well as announce a very cool new platform we’ll use.

    Field of Study: Communications and Marketing

    Learning Objectives:

      After completing this course, participants should be able to:

    • List two considerations when using a webcam
    • Name at least 10 choices for videoconferencing apps
    • Describe where to look for security information when using videoconferencing

    October 5, 2017 – The Virtual Office

    In this week’s inaugural webinar of Accounting Biz Talk, we’ll share a little bit about the format of the weekly Talk and what to expect each week. Then we’ll do a deep dive into an app that has saved Sandi about $10K per year.

    Field of Study: Computer Software and Applications

    Learning Objectives:

    After completing this course, participants should be able to:

    • Calculate the potential savings of using a calendar app
    • List at least three brands of cloud calendaring products
    • Describe the basic setup requirements for a calendaring product
    • Name at least three things to look for when selecting a calendaring product

Contact Us

Marketing and Coaching for Accountants, CPAs, Bookkeepers, QuickBooks Advisors, and Xero Consultants
Accountant’s Accelerator is a division of Sandra L. Leyva, Inc.

1900 Preston Rd 267 PMB 95, Plano, TX 75093

972-985-9129

support@sandismith.com

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