Accounting Biz Talk – Free Weekly Webinar


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:

June 21, 2018 – Three Way-Cool Ways to Help Your Clients with Cash Flow

Field of Study:  Finance
How many clients do you have that need help with cash flow?  Most of them, right?  In this week’s session, I’ll show you how to help your clients with their cash flow needs.  These are super-easy and almost everyone can implement them in less than a week and get started toward build a new revenue stream.

After completing this session, you’ll be able to:

  • List a couple of quick cash flow tips that will get you a small step toward providing advisory services for your clients
  • Name a few apps you can use that provide cash flow help to clients
  • Learn the first step to getting set up to help clients with cash flow advisory services

June 28, 2018 – Should You Get a Software Certification to Boost Your Revenue and Your Expertise?

Field of Study:  Computer Software and Applications
This session will explore all of the certifications available in the software apps area of our industry.  You might be surprised at how many there are to choose from, and yes, we’ll go far beyond Intuit’s QuickBooks certifications and show you what else is available.  After completing this session, you’ll be able to:

Name at least a dozen software certifications you can earn to gain credibility and expertise for you, your business, and your clients

  • Describe a few facts about several of these certifications and the software they are connected to
  • Understand the options you have with software certifications

July 5, 2018 – How to Use LinkedIn to Get Clients and New Referral Sources

Field of Study:  Communications and Marketing
LinkedIn is the most popular social media platform for accounting professionals.  There is a lot you can get out of this tool, and there is a lot that has changed since Microsoft bought it some time ago.  After completing this session, you’ll be able to:

  • Name at least three tips you can use to optimize your profile for the goals you have
  • List at least three parts of LinkedIn that you can take advantage of for increased connection and exposure
  • Describe one issue with LinkedIn that you need to be aware of

July 12, 2018 – No webinar. Meet Sandi at the Accounting & Finance Show in New York

July 19, 2018 – Should Your Clients Make an Entity Change to Benefit from 2018 Tax Changes?
Field of Study:  Business Law
Your small business clients rely on you to let them know when they can save money, especially when it comes to tax opportunities. This is true whether you’re offering monthly bookkeeping services or a full range of tax and accounting solutions. One huge opportunity that’s available is the new 20 percent deductibility rule for corporations. Learn who this affects, how this changes your advice on whether a client should incorporate, and how you can generate a whole new revenue stream from this advice.

After attending this session, you will be able to:

  • Name at least three major forms of entities that are available to your clients
  • List one easy way to manage legal compliance and generate a new revenue stream on autopilot
  • Describe, in general terms, what the 20 percent deduction is for corporations and who is eligible
  • Identify a resource where you can find out more as clarification is published on this emerging topic

July 26, 2018 – No webinar. Sandi will be speaking at eBay Open 2018 in Las Vegas

Aug 2, 2018 – How to Start Offering Advisory Services Using KPIs and Dashboards

Field of Study:  Finance
One area of advisory services that is needed is to help clients with key performance indicators (KPIs), a dashboard of financial metrics, or business intelligence.  We’ll discuss a few basic KPIs, some apps that can help, and where to get more information on this topic.  After completing this session, you’ll be able to:

  • Name at least five KPIs and the formulas to compute them
  • List a few apps that can facilitate the computation process and dashboard display of KPIs
  • Name at least one place where you can find out more about this topic

Aug 9, 2018 – A Peek Behind the Scenes into My Business: My Tech Stack and the Apps We Use

Field of Study:  Computer Software and Applications
Are you curious as to what apps we use behind the scenes in my business?  I’ll share how we have our entire back office “wired” and the more than 20 apps we use as well as which one save us tens of thousands of dollars in labor each year.  After completing this session, you’ll be able to:

  • List more than 20 apps Sandi uses in her business
  • Name two apps Sandi recommends you use that she doesn’t use in the same way
  • Name three apps that have saved her the most money and time and where you can find more about them

Aug 16, 2018 – New Options in Backups: How We Do It

Field of Study:  Computer Software and Applications
There’s absolutely no excuse to lose one bit of data these days. Get a detailed look at what we use to store data and how it’s pennies per month for huge giga-amounts of space.  After completing this session, you’ll be able to:

  • Describe our progression through multiple backup tools to get to what we use today
  • Define what AWS is and how we use one of the services to back up all of your websites as well as our training materials
  • Name the two things Sandi does to back up her computer

Aug 23, 2018 –
Aug 30, 2018 – Are You Covered? A primer on Professional Liability Insurance
Sept 6, 2018 –
Sept 13, 2018 –
Sept 20, 2018 –
Sept 27, 2018 –
Oct 4, 2018 –
Oct 11, 2018 –
Oct 18, 2018 –
Oct 25, 2018 – Should Your Clients Make an Entity Change?
Nov 1, 2018 –
Nov 8, 2018 – No webinar due to QBConnect
Nov 15, 2018 –
Nov 22, 2018 – No webinar due to US Thanksgiving holiday
Nov 29, 2018 – CyberCrime

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:

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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


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