Accounting Biz Talk

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?






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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

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

More Talk dates:

December 21, 2017
December 28, 2017
January 4, 2018
January 11, 2018
January 18, 2018
January 25, 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:

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

972-930-5689

support@sandismith.com

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