CPE Certificates and Rules

CPE Certificates and Rules

For those of you who need CPE Certificates from Group Internet Based webinars, you can now generate your own certificates.  PLEASE NOTE:  You will need to generate one certificate for each webinar you attended.  All you need to do is enter your email address and click submit – the certificate will display in your browser and be ready to print.

If you have completed a self-study exam, please email support@sandismith.com your answer sheet to us and we will email your certificate to you.

Questions, please email support@sandismith.com

NOTE: Enter the email address that you used when you registered for the webinars. Please make all letters except the @ lowercase and make sure there is no space after email.

Here are the links to get your certificates:

2017

February 23, 2017 – Digital Marketing Mastery Bonus

February 21, 2017 – Digital Marketing Mastery – Part V

February 16, 2017 – Digital Marketing Mastery – Part IV

February 14, 2017 – Digital Marketing Mastery – Part III

February 9, 2017 – Digital Marketing Mastery – Part II

February 7, 2017 – Digital Marketing Mastery – Part I

February 2, 2017 – 5 Hot New Ways to Get More Clients in 2017

January 19, 2017 – Accountant’s Accelerator 2017 Sneak Peek


2016

December 13, 2016 – Millennials, Q&A, and Materials Review

November 30, 2016 – Seven Trends to Accelerate Your Accounting Firm in 2017

November 29, 2016 – Using Online Directories to Enhance Your Online Marketing

November 17, 2016 – Pricing & Proposals Accelerated – Part IV

November 16, 2016 – Pricing & Proposals Accelerated – Part III

November 10, 2016 – Pricing & Proposals Accelerated – Part II

November 9, 2016 – Pricing & Proposals Accelerated – Part I

November 8, 2016 – Best Practice November Showcase

October 18, 2016 – Speaking, Q&A, and Materials Review

October 12, 2016 – October Industry Spotlight

September 29, 2016 – Advisor Accelerated – Offering Advisory Packages

September 27, 2016 – Packaging Possibilities for Your Services, Step-by-Step

September 22, 2016 – Advisor Accelerated – Pricing

September 20, 2016 – Advisor Accelerated – Profit Generation

September 15, 2016 – Advisor Accelerated – Cash Flow 911

September 15, 2016 – Do You Have a Succession Plan?

September 13, 2016 – Advisor Accelerated – Revenue Generation

August 30, 2016 – Best Practice August Showcase

August 19, 2016 – Practice Management Toolbox – Part IV

August 18, 2016 – Practice Management Toolbox – Part III

August 17, 2016 – Practice Management Toolbox – Part II

August 16, 2016 – Practice Management Toolbox – Part I

August 10, 2016 – The Art of Listening, Q&A, and Materials Review

July 28, 2016 – Advanced Practice Management Boot Camp for Accountants and Bookkeepers – Part VI

July 26, 2016 – Advanced Practice Management Boot Camp for Accountants and Bookkeepers – Part V

July 21, 2016 – Advanced Practice Management Boot Camp for Accountants and Bookkeepers – Part IV

July 20, 2016 – Management Mastery: Profiles

July 19, 2016 – Advanced Practice Management Boot Camp for Accountants and Bookkeepers – Part III

July 14, 2016 – Advanced Practice Management Boot Camp for Accountants and Bookkeepers – Part II

July 14, 2016 – Strategy Series 3: KPIs for Your Accounting Business

July 12, 2016 – Advanced Practice Management Boot Camp for Accountants and Bookkeepers – Part I

June 28, 2016 – How to Use LinkedIn for Marketing

June 23, 2016 – Strategy Series 2: CSFs for Your Accounting Business

June 16, 2016 – Facebook Ads

June 7, 2016 – Expander vs. Contractor, Q&A, and Materials Review

June 2, 2016 – Strategy Series 1: The High-Performing Accounting Business

May 26, 2016 – Marketing Update

May 16, 2016 – Management Mastery – Team Dynamics and Supervisory Skills

May 6, 2016 – How to Use Constant Contact

May 3, 2016 – Online Newsletters for Accountants: A Complimentary How-To

April 27, 2016 – Controlling the Control Freak, Q&A, and Materials Review

April 21, 2016 – Value Pricing Deep Dive – Part 1

March 23, 2016 – March Motivation Madness

February 23, 2016 – Circles of Support, Q&A, and Materials Review

February 12, 2016 – Sandi’s Top Margin-Busting Time Management Tips

January 14, 2016 – Boosting Your Energy and Efficiency for Busy Season

January 13, 2016 – Core Clarity – Strengths Profiles

 


2015

December 16, 2015 – Fixed vs. Growth Mindset, Q&A, and Materials Review

December 15, 2015 – Offering Advisory Services – Approach and Packages

December 10, 2015 – Service Module: Hidden Consulting Opportunities for Advisors

December 8, 2015 – Literacy Docs

December 3, 2015 – Service Module: Pricing

December 1, 2015 – Document Management App Shootout

November 12, 2015 – Service Module: Profitability Analysis

November 11, 2015 – It’s Cloudy in Accounting: Converting Clients to the Cloud, Step-By-Step

November 10, 2015 – Service Module: Cash Flow 911

October 29, 2015 – Service Module: Revenue Generation

October 28, 2015 – How Using a Six-Step Benchmarking Process Can Add a New Revenue Stream to Your Practice

October 27, 2015 – Advisor Accelerated Kickoff call

October 13, 2015 – Advisor Accelerated Sneak Peek

October 8, 2015 – Smashing Sacred Cows, Q&A, and Materials Review

September 29, 2015 – Using Online Resources to Get Accounting Leads

September 17, 2015 – JumpStart Your Accounting Business – Tech Tools and Your Questions

September 16, 2015 – Behind the Scenes: Sandi’s Marketing Systems and Processes

September 15, 2015 – JumpStart Your Accounting Business – Negotiating and Influencing Your Prospect

September 9, 2015 – JumpStart Your Accounting Business – Online Marketing

September 3, 2015 – JumpStart Your Accounting Business – Marketing Materials and Content Marketing

September 1, 2015 – JumpStart Your Accounting Business – Client Communications & Marketing Basics

August 28, 2015 – JumpStart Your Accounting Business – First Year Marketing Plan

August 25, 2015 – JumpStart Your Accounting Business – Pricing and Positioning

August 20, 2015 – The Best Marketing Channels for the Mid-Market Client

August 19, 2015 – JumpStart Your Accounting Business – Kickoff call & Marketing for the “Low-Hanging Fruit”

August 12, 2015 – 10 Surefire Ways to JumpStart Your Accounting Business

August 5, 2015 – Value Pricing the Micro-Business Client

July 23, 2015 – Mastering the Proposal

July 9, 2015 – Grassroots Marketing

July 8, 2015 – Advisor Wrap-up and Sendoff

June 17, 2015 – Literacy Docs and Guest Client Update

June 16, 2015 – Mastering the Complimentary Initial Appointment, aka the Sales Call

June 15, 2015 – Practice Management Mastery

May 27, 2015 – Marketing Clarity and AAN Intro

May 19, 2015 – The Content Marketing Formula

May 13, 2015 – How to Create an Online Funnel to Capture Accounting Prospects

May 5, 2015 – From Solo Accountant to Business Advisor

April 30, 2015 – Service Module: Pricing

April 28, 2015 – Mastering Project Management

March 19, 2015 – 30 Stress-Melting Tips You Deserve Right Now

March 12, 2015 – JumpStart Tech Tools and Your Questions

March 3, 2015 – JumpStart Negotiating and Influencing Your Prospect

Februrary 25, 2015 – JumpStart Online Marketing

February 20, 2015 – Accountant’s Accelerator Sampler 2015 – AAN Sampler Intro and Welcome

Februrary 16, 2015 – JumpStart Marketing Materials & Content Marketing

Februrary 12, 2015 – JumpStart Client Onboarding & Marketing Basics

February 10, 2015 – Offering Advisory Services – Approach and Packages

Februrary 4, 2015 – Michelle and Sandi’s 7 Hottest Tips to Fire Up Your Accounting Profits

Februrary 3, 2015 – JumpStart First Year Marketing Plan

January 22, 2015 – JumpStart Pricing & Positioning

January 21, 2015 – The State of Business Analytics with special guest Chuck Vigeant of Clearify

January 15, 2015 – Jumpstart Kickoff Call

January 14, 2015 – Practice Management Mastery – Part 1

January 14, 2015 – Practice Management Mastery – Part 2

January 13, 2015 – Cash Flow 911

January 12, 2015 – How to Organize Your Most Disorganized Accounting Clients

January 8, 2015 – A Sneak Peek into JumpStarting Your Accounting Practice

January 8, 2015 – Strategic Networking


2014

December 18, 2014 – Marketing Clarity and AA Intro – Part 1

December 18, 2014 – Marketing Clarity and AA Intro – Part 2

December 11, 2014 – Email Enlightenment: Sandi’s Top Tips to Take Away Your Biggest Time Drain

December 10, 2014 – Hidden Consulting Opportunities

December 9, 2014 – Ready for Tax Season

December 3, 2014 – Chart of Accounts

November 18, 2014 – JumpStart Tech Tools and Your Questions

November 17, 2014 – Profit Generation

November 7, 2014 – JumpStart Negotiating and Influencing Your Prospect

November 6, 2014 – A Sneak Peek into Accountant’s Accelerator

November 6, 2014 – Promoting Your Payroll Service

November 5, 2014 – Literacy Docs & Guest Client Update

November 4, 2014 – AAN Sampler Intro and Welcome

October 30, 2014 – Revenue Generation

October 29, 2014 – Practice Management Mastery – Part 1

October 29, 2014 – Practice Management Mastery – Part 2

October 28, 2014 – JumpStart Online Marketing

October 16, 2014 – Getting Clients Clear on the Value

October 14, 2014 – JumpStart Marketing Materials and Content Marketing

October 9, 2014 – Measuring and Improving Service and Client Profitability

October 8, 2014 – Advisor Accelerated Kickoff Call

October 7, 2014 – JumpStart Client Onboarding & Marketing Basics

October 6, 2014 – A Sneak Peek into Advisor Accelerated

September 30, 2014 – JumpStart First Year Marketing Plan

September 25, 2014 – Advanced Practice Management: What Do You Clients Really Want?

September 24, 2014 – Marketing Clarity and AA Intro – Part 1

September 24, 2014 – Marketing Clarity and AA Intro – Part 2

September 23, 2014 – JumpStart Pricing & Positioning

September 18, 2014 – JumpStart Kickoff Call

September 16, 2014 – Why Isn’t Your Marketing Working?

September 11, 2014 – How to Keep Clients with Caregivers & Household Staff Out of Compliance Trouble

August 28, 2014 – Six Ways to Make More, Work Less and Serve Clients Better

August 20, 2014 – 5 Underutilized Ways to Work Less and Make More in Accounting

August 8, 2014 – Practice Management Mastery – Part 1

August 8, 2014 – Practice Management Mastery – Part 2

July 17, 2014 – Staffing Accelerated #3: Onboarding and Supervising Your Staff

July 16, 2014 – Are You Responsibly Advising Your Clients on Sales Tax?

July 16, 2014 – Are You Responsibly Advising Your Clients on Sales Tax?

July 15, 2014 – Using Diagnostic Tools for Upsell and New Client Acquisition

July 11, 2014 – Marketing Clarity and AA Intro – Part 1

July 11, 2014 – Marketing Clarity and AA Intro – Part 2

July 9, 2014 – Jumpstart Kickoff Call

July 8, 2014 – How to Implement Package Pricing in Your Accounting Practice

July 3, 2014 – AAN Sampler Intro and Welcome

June 24, 2014 – Staffing Accelerated #2: Hiring Superstars

June 19, 2014 – How to Implement Value Pricing in Your Accounting Practice

June 17, 2014 – Seven Solid Strategies to Boost Your Accounting Revenue and Serve Your Clients Better

June 13, 2014 – Practice Management Mastery – Part 1

June 13, 2014 – Practice Management Mastery – Part 2

June 05, 2014 – Marketing Deep Dive #4: Radical Marketing Ideas to Set You Apart

June 06, 2014 – Maximize Your Online Traffic to Your Website

June 03, 2014 – How to Negotiate the Best Price with Your Accounting Prospects and Clients

May 30, 2014 – How to Craft Compelling Website Content That Has Clients Calling

May 23, 2014 – Get More Business From Your Accounting Web Site

May 20, 2014 – Staffing Accelerated #1: Creating Your Staffing Plan

May 15, 2014 – How to Keep Clients with Caregivers & Household Staff Out of Compliance Trouble

May 9, 2014 – Marketing Clarity and AA Intro – Part 1

May 9, 2014 – Marketing Clarity and AA Intro – Part 2

April 30, 2014 – Power Practice #4: Metrics Mastery

March 19, 2014 – The Millionaire Mindset

February 13, 2014 – Systems and Procedures Checklist and Plan

January 17, 2014 – Give Yourself a Raise – Part I

January 17, 2014 – Give Yourself a Raise – Part II

January 14, 2014: Lead Generation Methods


2013

December 10, 2013: Your 2014 Marketing Plan – Channels 6-10

November 19, 2013: Your Online Presence 

November 7, 2013: Your 2014 Marketing Plan – What NOT to Do 

October 17, 2013: Referrals and Partnering 

October 1, 2013: Your 2014 Marketing Plan – Channels 1-5 

September 17, 2013: Creating a Master Budget and Revenue Plan 

September 10, 2013: On Millionaire Time Unplugged

August 16, 2013: Online Newsletters for Accountants: A Complimentary How-To

August 15, 2013: How to Explain Why Clients Need to Pay More Than $15/Hour?


Please complete the course evaluations:

2017

February 23, 2017 – Digital Marketing Mastery Bonus

February 21, 2017 – Digital Marketing Mastery – Part V

February 16, 2017 – Digital Marketing Mastery – Part IV

February 14, 2017 – Digital Marketing Mastery – Part III

February 9, 2017 – Digital Marketing Mastery – Part II

February 7, 2017 – Digital Marketing Mastery – Part I

February 2, 2017 – 5 Hot New Ways to Get More Clients in 2017

January 19, 2017 – Accountant’s Accelerator 2017 Sneak Peek


2016

December 13, 2016 – Millennials, Q&A, and Materials Review

November 30, 2016 – Seven Trends to Accelerate Your Accounting Firm in 2017

November 29, 2016 – Using Online Directories to Enhance Your Online Marketing

November 17, 2016 – Pricing & Proposals Accelerated – Part IV

November 16, 2016 – Pricing & Proposals Accelerated – Part III

November 10, 2016 – Pricing & Proposals Accelerated – Part II

November 9, 2016 – Pricing & Proposals Accelerated – Part I 

November 8, 2016 – Best Practice November Showcase

October 18, 2016 – Speaking, Q&A, and Materials Review

October 12, 2016 – October Industry Spotlight

September 29, 2016 – Advisor Accelerated – Offering Advisory Packages

September 27, 2016 – Packaging Possibilities for Your Services, Step-by-Step

September 22, 2016 – Advisor Accelerated – Pricing

September 20, 2016 – Advisor Accelerated – Profit Generation

September 15, 2016 – Advisor Accelerated – Cash Flow 911

September 15, 2016 – Do You Have a Succession Plan?

September 13, 2016 – Advisor Accelerated – Revenue Generation

August 30, 2016 – Best Practice August Showcase

August 19, 2016 – Practice Management Toolbox – Part IV

August 18, 2016 – Practice Management Toolbox – Part III

August 17, 2016 – Practice Management Toolbox – Part II

August 16, 2016 – Practice Management Toolbox – Part I

August 10, 2016 – The Art of Listening, Q&A, and Materials Review

July 28, 2016 – Advanced Practice Management Boot Camp for Accountants and Bookkeepers – Part VI

July 26, 2016 – Advanced Practice Management Boot Camp for Accountants and Bookkeepers – Part V

July 21, 2016 – Advanced Practice Management Boot Camp for Accountants and Bookkeepers – Part IV

July 20, 2016 – Management Mastery: Profiles

July 19, 2016 – Advanced Practice Management Boot Camp for Accountants and Bookkeepers – Part III

July 14, 2016 – Advanced Practice Management Boot Camp for Accountants and Bookkeepers – Part II

July 14, 2016 – Strategy Series 3: KPIs for Your Accounting Business

July 12, 2016 – Advanced Practice Management Boot Camp for Accountants and Bookkeepers – Part I

June 28, 2016 – How to Use LinkedIn for Marketing

June 23, 2016 – Strategy Series 2: CSFs for Your Accounting Business

June 16, 2016 – Facebook Ads

June 7, 2016 – Expander vs. Contractor, Q&A, and Materials Review

June 2, 2016 – Strategy Series 1: The High-Performing Accounting Business

May 26, 2016 – Marketing Update

May 16, 2016 – Management Mastery – Team Dynamics and Supervisory Skills

May 6, 2016 – How to Use Constant Contact

May 3, 2016 – Online Newsletters for Accountants: A Complimentary How-To

April 27, 2016 – Controlling the Control Freak, Q&A, and Materials Review

April 21, 2016 – Value Pricing Deep Dive – Part 1

March 23, 2016 – March Motivation Madness

February 23, 2016 – Circles of Support, Q&A, and Materials Review

February 12, 2016 – Sandi’s Top Margin-Busting Time Management Tips

January 14, 2016 – Boosting Your Energy and Efficiency for Busy Season

January 13, 2016 – Core Clarity – Strengths Profiles

 


2015

December 16, 2015 – Fixed vs. Growth Mindset, Q&A, and Materials Review

December 15, 2015 – Offering Advisory Services – Approach and Packages

December 10, 2015 – Service Module: Hidden Consulting Opportunities for Advisors

December 8, 2015 – Literacy Docs

December 3, 2015 – Service Module: Pricing

December 1, 2015 – Document Management App Shootout

November 12, 2015 – Service Module: Profitability Analysis

November 11, 2015 – It’s Cloudy in Accounting: Converting Clients to the Cloud, Step-By-Step

November 10, 2015 – Service Module: Cash Flow 911

October 29, 2015 – Service Module: Revenue Generation

October 28, 2015 – How Using a Six-Step Benchmarking Process Can Add a New Revenue Stream to Your Practice

October 27, 2015 – Advisor Accelerated Kickoff call

October 13, 2015 – Advisor Accelerated Sneak Peek

October 8, 2015 – Smashing Sacred Cows, Q&A, and Materials Review

September 29, 2015 – Using Online Resources to Get Accounting Leads

September 17, 2015 – JumpStart Your Accounting Business – Tech Tools and Your Questions

September 16, 2015 – Behind the Scenes: Sandi’s Marketing Systems and Processes

September 15, 2015 – JumpStart Your Accounting Business – Negotiating and Influencing Your Prospect

September 9, 2015 – JumpStart Your Accounting Business – Online Marketing

September 3, 2015 – JumpStart Your Accounting Business – Marketing Materials and Content Marketing

September 1, 2015 – JumpStart Your Accounting Business – Client Communications & Marketing Basics

August 28, 2015 – JumpStart Your Accounting Business – First Year Marketing Plan

August 25, 2015 – JumpStart Your Accounting Business – Pricing and Positioning

August 20, 2015 – The Best Marketing Channels for the Mid-Market Client

August 19, 2015 – JumpStart Your Accounting Business – Kickoff call & Marketing for the “Low-Hanging Fruit”

August 12, 2015 – 10 Surefire Ways to JumpStart Your Accounting Business

August 5, 2015 – Value Pricing the Micro-Business Client

July 23, 2015 – Mastering the Proposal

July 9, 2015 – Grassroots Marketing

July 8, 2015 – Advisor Wrap-up and Sendoff

June 17, 2015 – Literacy Docs and Guest Client Update

June 16, 2015 – Mastering the Complimentary Initial Appointment, aka the Sales Call

June 15, 2015 – Practice Management Mastery

May 27, 2015 – Marketing Clarity and AAN Intro

May 19, 2015 – The Content Marketing Formula

May 13, 2015 – How to Create an Online Funnel to Capture Accounting Prospects

May 5, 2015 – From Solo Accountant to Business Advisor

April 30, 2015 – Service Module: Pricing

April 28, 2015 – Mastering Project Management

March 19, 2015 – 30 Stress-Melting Tips You Deserve Right Now

March 12, 2015 – JumpStart Tech Tools and Your Questions

March 3, 2015 – JumpStart Negotiating and Influencing Your Prospect

Februrary 25, 2015 – JumpStart Online Marketing

February 20, 2015 – Accountant’s Accelerator Sampler 2015 – AAN Sampler Intro and Welcome

Februrary 16, 2015 – JumpStart Marketing Materials & Content Marketing

Februrary 12, 2015 – JumpStart Client Onboarding & Marketing Basics

February 10, 2015 – Offering Advisory Services – Approach and Packages

Februrary 4, 2015 – Michelle and Sandi’s 7 Hottest Tips to Fire Up Your Accounting Profits

Februrary 3, 2015 – JumpStart First Year Marketing Plan

January 22, 2015 – JumpStart Pricing & Positioning

January 21, 2015 – The State of Business Analytics with special guest Chuck Vigeant of Clearify

January 15, 2015 – Jumpstart Kickoff Call

January 14, 2015 – Practice Management Mastery – Part 1

January 14, 2015 – Practice Management Mastery – Part 2 

January 13, 2015 – Cash Flow 911

January 12, 2015 – How to Organize Your Most Disorganized Accounting Clients

January 8, 2015 – Strategic Networking

January 8, 2015 – A Sneak Peek into JumpStarting Your Accounting Practice

 


2014

December 18, 2014 – Marketing Clarity and AA Intro – Part 1

December 18, 2014 – Marketing Clarity and AA Intro – Part 2

December 11, 2014 – Email Enlightenment: Sandi’s Top Tips to Take Away Your Biggest Time Drain

December 10, 2014 – Hidden Consulting Opportunities

December 9, 2014 – Ready for Tax Season

December 3, 2014 – Chart of Accounts

November 18, 2014 – JumpStart Tech Tools and Your Questions

November 17, 2014 – Profit Generation

November 7, 2014 – JumpStart Negotiating and Influencing Your Prospect

November 6, 2014 – A Sneak Peek into Accountant’s Accelerator

November 6, 2014 – Promoting Your Payroll Service

November 5, 2014 – Literacy Docs & Guest Client Update

November 4, 2014 – AAN Sampler Intro and Welcome

October 30, 2014 – Revenue Generation

October 29, 2014 – Practice Management Mastery – Part 1

October 29, 2014 – Practice Management Mastery – Part 2

October 28, 2014 – JumpStart Online Marketing

October 16, 2014 – Getting Clients Clear on the Value

October 14, 2014 – JumpStart Marketing Materials and Content Marketing

October 9, 2014 – Measuring and Improving Service and Client Profitability

October 8, 2014 – Advisor Accelerated Kickoff Call

October 7, 2014 – JumpStart Client Onboarding & Marketing Basics

October 6, 2014 – A Sneak Peek into Advisor Accelerated

September 30, 2014 – JumpStart First Year Marketing Plan

September 25, 2014 – Advanced Practice Management: What Do You Clients Really Want?

September 24, 2014 – Marketing Clarity and AA Intro – Part 1

September 24, 2014 – Marketing Clarity and AA Intro – Part 2

September 23, 2014 – JumpStart Pricing & Positioning

September 18, 2014 – Jumpstart Kickoff Call

September 16, 2014 – Why Isn’t Your Marketing Working?

September 11, 2014 – How to Keep Clients with Caregivers & Household Staff Out of Compliance Trouble

August 28, 2014 – Six Ways to Make More, Work Less and Serve Clients Better

August 20, 2014 – 5 Underutilized Ways to Work Less and Make More in Accounting

August 8, 2014 – Practice Management Mastery – Part 1

August 8, 2014 – Practice Management Mastery – Part 2

July 17, 2014 – Staffing Accelerated #3: Onboarding and Supervising Your Staff

July 16, 2014 – Are You Responsibly Advising Your Clients on Sales Tax?

July 15, 2014 – Using Diagnostic Tools for Upsell and New Client Acquisition

July 11, 2014 – Marketing Clarity and AA Intro – Part 1

July 11, 2014 – Marketing Clarity and AA Intro – Part 2

July 9, 2014 – Jumpstart Kickoff Call

July 8, 2014 – How to Implement Package Pricing in Your Accounting Practice

July 3, 2014 – AAN Sampler Intro and Welcome

June 24, 2014 – Staffing Accelerated #2: Hiring Superstars

June 19, 2014 – How to Implement Value Pricing in Your Accounting Practice

June 17, 2014 – Seven Solid Strategies to Boost Your Accounting Revenue and Serve Your Clients Better

June 13, 2014 – Practice Management Mastery – Part 1

June 13, 2014 – Practice Management Mastery – Part 2

June 06, 2014 – Maximize Your Online Traffic to Your Website

June 05, 2014 – Marketing Deep Dive #4: Radical Marketing Ideas to Set You Apart

June 03, 2014 – How to Negotiate the Best Price with Your Accounting Prospects and Clients

May 30, 2014 – How to Craft Compelling Website Content That Has Clients Calling

May 23, 2014 – Get More Business From Your Accounting Web Site

May 20, 2014 – Staffing Accelerated #1: Creating Your Staffing Plan

May 15, 2014 – How to Keep Clients with Caregivers & Household Staff Out of Compliance Trouble

May 9, 2014 – Marketing Clarity and AAN Intro – Part 1

May 9, 2014 – Marketing Clarity and AAN Intro – Part 2

April 30, 2014 – Power Practice #4: Metrics Mastery

March 19, 2014 – The Millionaire Mindset

February 13, 2014 – Systems and Procedures Checklist and Plan

January 17, 2014 – Give Yourself a Raise – Part 

January 17, 2014 – Give Yourself a Raise – Part II

January 14, 2014: Lead Generation Methods


2013

December 10, 2013: Your 2014 Marketing Plan – Channels 6-10 

November 19, 2013: Your Online Presence 

November 7, 2013: Your 2014 Marketing Plan – What NOT to Do 

October 17, 2013: Referrals and Partnering 

October 1, 2013: Your 2014 Marketing Plan – Channels 1-5 

September 17, 2013: Creating a Master Budget and Revenue Plan

September 10, 2013: On Millionaire Time Unplugged

August 16, 2013: Online Newsletters for Accountants: A Complimentary How-To

August 15, 2013: How to Explain Why Clients Need to Pay More Than $15/Hour?


CPE RULES

You can earn one hour of CPE for each webinar you attend live.

  1. Each webinar is 60 minutes in length.  You will need to log in under the name you want your certificate in order to get CPE as well as view the sessions.
  2. You must be on the log for at least 50 minutes, so if you’re late by more than about 5 minutes, you may not get your certificate.   Per NASBA, we do not issue certificates for log times of less than 50 minutes.
  3. Log in via your browser.  If you only call by phone, you will not show up on the log we go by for attendance.
  4. Use your PC and not your cell phone or tablet.  GoToWebinar does not have polling functionality for devices other than the PC, and NASBA requires polling questions.
  5. Participate!  You must answer at least 3 polling questions to receive CPE.

Some frequently asked questions:

  1. If you view the recording later, there is no CPE for that as of right now.
  2. The field of study is listed on your Schedule in Ning.  Most of the programs fall under Marketing.  Some states do not take marketing CPE; please check with your state for final acceptance.
  3. Our NASBA sponsor number is 112525.
  4. Our NASBA QAS sponsor number is 081.
  5. Our Texas State Board of Public Accountancy sponsor number is 009968.

Sandra L. Leyva, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor and Quality Assurance Service (QAS) sponsor of continuing professional 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 www.learningmarket.org.

You can find out more about our compliance here:  https://accountantsaccelerator.com/cpe-courses/cpe-compliance/

Please let us know what other questions you have about your CPE.

 

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

972-985-9129 | support@sandismith.com

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

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