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Behind the Scenes: Sandi’s Systems and Processes

A Webinar Series with Sandi Leyva, CPA

Is your marketing, customer service, proposal process, or client onboarding taking up too much time? Do you feel like you could do things more efficiently? Are you curious as to what’s possible when it comes to marketing and operations automation?

If so, this course is for you. Get a rare peek into how we market and operate, including the channels, systems and processes we use. You’ll get an integrated look into the possibilities of online marketing and operations automation. We’ll also show you how we stay on top of metrics and profitability.

After completing this course, participants will be able to:

  • Name the 11 marketing channels we use, which one (surprisingly) pays back best, and some insights into their strengths and weaknesses
  • List the exact steps in our funnel/pipeline and why this is essential in online marketing
  • Describe 6 systems (a few I’ve never talked about before) we use in our marketing department
  • Learn the resources you need to do email marketing effectively, plus the new twist that will exponentially expand your leads

This course will open your eyes to what’s possible and compare your automation and processes with ours to see where you can make improvements. Sign up now!

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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.


Course Time: 3 hours

Fee: $99


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

  • Access to recordings of all sessions
  • PowerPoint slide handouts of each session you can download


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.

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