Accounting Biz Talk – Free Weekly Webinar

Hurry … Only 12 complimentary sessions left!


Accounting Biz Talk is a bi-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. AND it’s only through 2018. So don’t miss out because they’re going fast!

Join us every other Thursday at 11 AM Pacific time, Noon Mountain, 1PM Central, 2PM Eastern (see the exact schedule below). Did I mention it’s free?

Talk dates:

Aug 16, 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 30, 2018 – Are You Covered? A primer on Professional Liability Insurance
Sept 6, 2018 – Business Incorporation and Compliance – What to Know for Your Firm and Your Clients
Field of Study: Business Law
Learn the ins and outs of business incorporation and compliance from small business expert and CorpNet.com CEO, Nellie Akalp, who has helped incorporate over half a million businesses across the United States. You’ll gain insight as to why it is important to incorporate, how to incorporate, what entities to choose from, how to stay in compliance, and more. Use this for not only your own firms, but also to gain a new revenue stream and help your entrepreneurial clients. After completing this session, you’ll be able to:

  • Recognize the importance of keeping a business compliant with the state and how to streamline the process
  • Identify popular business entities such as the sole proprietorship, C Corporation, S Corporation and LLC and their advantages and disadvantages
  • Name the benefits of adding business filings services (without giving legal advice and without increasing your workload) such as incorporation, LLC filings, registered agent services and annual compliance management and filing to your existing accounting services

Sept 20, 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

Oct 4, 2018 –
Oct 18, 2018 –
Oct 25, 2018 – Should Your Clients Make an Entity Change?
Nov 1, 2018 –
Nov 15, 2018 –
Nov 29, 2018 – CyberCrime
Dec 6, 2018 –
Dec 20, 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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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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