Advisory Mastermind 2020

A Webinar Series with Sandi Leyva, CPA

For Serious Accounting Professionals Who Want to Do More Advisory Work For Clients

Want to Learn How You Can Market, Sell, and Deliver Advisory Services in Your Business?


Webinar: May 12th, 2020, then the second Tuesday of each month starting June 2020 through October 2020. (6 sessions)

9AM PT, 10AM MT, 11AM CT, Noon ET for one hour on each of the dates above

Sessions will be recorded in case you miss one or have a conflict

This course will NOT be repeated; this is your only chance to attend live

Haven’t been on a webinar before? Learn how it works


This mastermind is for serious accounting professionals who want to greatly increase the amount of advisory work they do for clients. We’ll explore the many ways you can add advisory to your practice and work with real-life examples on how you can market, sell, and deliver advisory services in your accounting business.

First, you’ll complete a questionnaire about your practice and the type of advisory work you want to do.  Training will be designed around the needs of the mastermind members, and will include checklists, templates, and other materials that will provide structure to your new services, plus whatever the group needs. We’ll spend about 1/3 of the time on training and materials, 1/3 on group coaching, and 1/3 on peer sharing and coaching.

You’ll get advice from a pro that works as well as be able to discover what’s working among your peers. The mastermind consists of:

  • 6 90-minute sessions, each providing at least 1 CPE, with handouts, recordings, and a chance to ask questions and share ideas
  • A library of materials, including items like checklists, common advisory solutions, and marketing aids
  • A private forum to ask questions and share successes and tips with your peers

Who Should Attend

Accounting professionals (CPAs, bookkeepers, EAs, accounting software consultants) at any level (owners, managers, partners, employees with client-facing duties) who want to improve their estimating, pricing, proposal writing and diagnostic skills so that they can effectively serve clients AND make a fair profit for themselves.


Who Is the Instructor

Sandi Smith LeyvaSandi Leyva, CPA, CMA, MBA, and founder of Accountant’s Accelerator, has helped thousands of accounting professionals earn more, work less, and serve their clients better through her innovative marketing, training, and coaching services. Her marketing formula has generated millions of dollars for her clients.

Author of 30 books and hundreds of CPE courses, Sandi has won 12 awards for her thought leadership, including Top 25 Most Powerful Women in Accounting by CPA Practice Advisor, a Stevie Award for “Maverick of the Year,” and 2017 Top 50 Women in Accounting by Practice Ignition.

Sandi’s business experience includes management time at two Fortune 500 companies and serial entrepreneurship including running her CPA firm. She has served on several AICPA committees and volunteered on four continents.

One of the few women in the world who has copiloted a single-engine airplane around the world, Sandi has also backpacked alone around the world, visited over 100 countries, and earned a master’s degree in neuroscience.


Time to attend: 6 hours

Fee: $497

CPE Information:

Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Field of Study: Accounting
CPE: 6 hours


You’ll get these bonuses when you purchase this course:

  • Access to recordings of all sessions in case you want to view it again
  • PowerPoint slide handouts of each session you can download
  • A library of materials, including items like checklists, common advisory solutions, and marketing aids
  • A private forum to ask questions and share successes and tips with your peers
  • 6 CPE for those who qualify and listen live


All of our products are backed by our 100% satisfaction guarantee.

If, for any reason, you are not completely satisfied you can cancel any time. No questions asked. Nothing to return.

This course will not be repeated again this year, so this is your only chance to listen live.