Fifty Ways to Optimize Your Firm’s Revenue
Starting Now Through Tax Season

1.5 Self-Study CPE

Course Description:

Fifty Ways to Optimize Your Firm’s Revenue Starting Now Through Tax Season

There’s no doubt that there will be a lot of change and confusion this busy season. With the incredibly complex 20% pass-through deduction, fewer people itemizing, inevitable tax software glitches, the new postcard form with six new schedules and no more 1040A or EZ, and hundreds of individuals and business owners not knowing how they will be personally impacted, you have more chance for new clients than you ever had in any other recent tax season.

And you need to be ready and more organized than your competitors so you can grab these new clients up all for yourself.

This fast-paced webinar is designed to provide you with 50 tactical, easy-to-implement ideas that will immediately increase your firm’s revenue, make for a smoother tax season, and allow you to onboard more clients than ever before.

Don’t get so busy studying the new tax law that you miss out on small changes you can implement to positively impact the revenue you’ll make this tax season. Make time for this money-making webinar and you’ll learn:

  • How to have two to four busy peaks during tax season so you can onboard more new clients than ever before
  • 10+ things to do to generate more billable time during peak season
  • 4 revenue ideas you can implement prior to 12/31/2018 that will make you money before busy season even starts
  • 10 pretty easy marketing ideas you can do now to have a powerful top-of-mind presence all during busy time
  • 5+ ways to get support and staff so you can avoid being the bottleneck
  • 1 tech tool you probably don’t have that could save you thousands of dollars in labor

Presenter: Sandi Leyva

Sandi 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.

“Outstanding. Excellent in every respect. Well worth listening!” – JB, CPA

“Sandi Leyva really gets it.” – RM, Attorney

“Her programs for accountants and bookkeepers are truly innovative and unique.” – MC, CGA

“I felt I was too far along for this but I can tell you it was what I needed AND I need more. I’m going to sign up for ongoing participation. You kick me out of my comfort zone and that makes you the Partner I need in my firm!”– AK, CPA

“You’re a breath of fresh air for the accounting industry.” – SD, CPA

Register Now for $99

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CPE Details

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Field of Study: Business Management and Organization

CPE Hours: 1.5


Sandra L. Leyva, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website Our NASBA sponsor number is 112525.

Host: Rick Telberg

  • Founder and CEO CPA Trendlines, Bay Street Group
  • Accounting Today Top 100
  • CPA Practice Advisor Top 25

Host: Sandi Leyva

  • Founder and President Accountant's Accelerator, Sandra L Leyva, Inc.
  • CPA Practice Advisor Top 25
  • Most Powerful Women in Accounting