One of the top challenges for small businesses is managing cash flow effectively. There are times when the most experienced business owner can run short just before payroll day or get into trouble because they didn’t plan for a large expenditure. Not having enough startup cash causes
Read More →While the accounting industry may not have a red-carpet, star-studded awards night like the Grammy Awards or the Oscars, individuals and companies can still achieve recognition of greatness or accomplishment in our profession. And why shouldn’t they be acknowledged for their hard work? After all, we’re the
Read More →Have you ever asked yourself any of the following questions? How do I get started finding my first few clients after starting or re-starting my accounting or bookkeeping business? How do I find higher-quality clients that are more ideal for my accounting business? How do I get
Read More →Perhaps you’ve just come off a great tax season. Your bank account is healthy – the fattest it will be all year. How can you continue your revenue momentum? Here are five ideas that will help you increase your revenue while serving your clients well. Serve your
Read More →Converting your current clients into higher-paying services is much more cost-effective than marketing for and onboarding new clients. Here are five ideas on how to create a successful conversation with your clients without feeling like you’re bugging them. Education Everyone likes to feel like they are becoming
Read More →The best time to acquire new clients is now, during tax season, when clients are most interested in their numbers. My first freebie gift to you is my “111 ‘Low-Hanging Fruit’ Ways to Work Less, Make More, and Serve Clients Better.” It’s full of tips on marketing
Read More →The easiest way to increase revenue in your firm is to raise prices. That’s a quick short-term answer that can work year after year, except if you are still billing by the hour. In the long term, hourly billers have a more systemic problem to solve as
Read More →Most of the year, we’re too busy working in our business — serving clients, putting out fires, and dealing with vendors or employees – that we don’t take time to work “on” our business so we can get to the next level. Now is the perfect time
Read More →Tip #1: Email Signature Craft your email signature in your email software to look nice and professional with 2 marketing adds: your tag line and a request for referrals. Here’s a sample: Sandi Smith Leyva, President, Sandra L. Leyva, Inc., Plano, TX 972-985-9129 Biz Growth Strategies for
Read More →At the recent CPA Practice Advisor Thought Leader Symposium, I mentioned during our annual roundtable discussion that the partnership model is probably one of the biggest sources of problems for CPA firms. The most tragic loss is one you might not have connected with the partnership model
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