How to Get a Steady Stream of Leads in Your Accounting Business

A Webinar Series with Sandi Leyva, CPA


With many face-to-face marketing channels closed to us right now, we all need to enhance and improve our digital marketing solutions so that we can keep a healthy level of revenue and new clients coming into our business.

I’ve worked with thousands of accountants to help them with their marketing.  Most are really good at connecting with someone on the phone who is ready to buy this very minute and making them a new client.  That’s great, but that’s about 3% of the market.  Plus, those kinds of calls are becoming scarcer and scarcer.

What’s missing from most accountants’ marketing strategy is how to get to the other 97%.  Accountants need a solid process that can nurture a prospect that might not be quite ready to buy this very minute all the way to a new client.

This marketing skill includes a couple of things.  First, you need to understand the buyer’s thought process and how to build their trust, and in some cases, financial literacy.  Second, you need the right marketing processes and technology so that the process does not take up an excessive amount of time and money.

So that’s why I developed this course.

It’s time to beef up your marketing and selling skills so that you can keep your revenue at the level you want.  Marketing should be just like turning on a faucet.  You determine how much water comes out of the faucet by adjusting the flow. The same thing can happen in marketing to your pipeline of leads.  But you need the skills and the technology to build the faucet and pipes so the water can just flow.

This course will teach you:

  • How to understand the process a buyer goes through before they become a client
  • The components involved in building and automating a marketing and sales funnel for your business.
  • What a campaign is and why it’s crazy not to take advantage of them in accounting
  • The tools and resources you can use to develop your marketing system

Automating your lead pipeline will likely be the best marketing investment you’ve ever made.

After completing this course, participants will be able to:

  • Name the three stages that a buyer is in so that they are all addressed in the marketing materials and not just the 3%.
  • List at least six components of the process you can use to capture quality leads and stay in touch with them.
  • Define a campaign, name at least eight examples, and describe how to set one up.
  • Identify three apps you can use to build and automate your marketing process.
  • Understand what budget you need to implement these ideas, including how to do it on the cheap.

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 marketing skills and need more new clients in their accounting firms.


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

CPE Information:

Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method:  Self-Study (QAS)
Field of Study: Communications and Marketing (no IRS CE)
CPE: 3 Hours


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.