Accountants, CPAs, QuickBooks ProAdvisors, and Bookkeepers

Are You Ready to Acquire High Quality Clients,
Keep Your Marketing Costs Low, and
Take the Mystery and Uncertainty
Out of Marketing, Once and For All?

From: Sandi Smith Leyva, CPA
Dear fellow Accountant:
Do you:

  • Want to grow your accounting, tax, QuickBooks, or bookkeeping business, but find marketing ineffective or time-consuming?
  • Find yourself just starting out with no referrals and can’t wait the 2-3 years it takes to build your practice with referrals only?
  • Have no idea where to get clients or where to get clients in the most cost-effective way?
  • Want your marketing dollars to go as far as possible?
  • Have others telling you to try something that worked for them and it seems too costly or doesn’t work at all for you?
  • Find that what worked a few years ago is no longer working now?

If you said yes to any of the above questions, you’re in the right place to get some seasoned marketing advice so you can grow your accounting business.

If marketing has been expensive, time-consuming, unpredictable, and perhaps even painful, you’re not alone in your experience. Especially lately, since many marketing methods have gotten more expensive and stopped working, and competition is stronger than ever.

The good news is that there is a better way. There are concrete steps you can take to attract more profitable clients with less effort and little or no budget, right now. And don’t worry – you don’t have to be salesy or pushy or a cold-caller or a stalker! – just being your authentic self is all you need.

This time of year is the absolute best time to market for new clients because they are all thinking about their books and taxes.  Your marketing dollars will go farther now than they will in the summer or fall.

After starting seven businesses and getting clients from scratch each time, I have made every marketing mistake in the book. And I have wasted hundreds of thousands of marketing dollars doing all the wrong things. But luckily I didn’t give up. As a CPA in business for 15 years, I finally found how to get the most clients while spending the least amount of time and money on marketing. Plus, I’ve found methods that work specifically for the skills and personalities that accountants have.  I’ve been able to help thousands of accountants grow their businesses. See more about me.

Marketing that works for accountants

I’ve put all of this information in my brand new live webinar series, 3 Simple Steps to Get More Accounting & Tax Clients.  I’ve jam-packed the content with easily implementable, high-payback information. You’ll learn:

  • The best methods to find accounting clients, in order of effectiveness.
  • Counter-intuitive marketing ideas that work
  • The latest, hottest methods for advanced marketers who are on a fast growth path.
  • How to create a marketing plan, along with several other actionable task lists you didn’t know you needed!
  • How to move from waiting for clients to come to you to proactively attracting ideal clients.
  • How to easily screen out unwanted clients before they make trouble for your business
  • Step-by-step what to do to make your marketing more effective, even if you’ve been around for a while
  • And much more

You’ll also get several written samples and plans and free marketing content so you don’t have to write or reinvent the wheel.

Clients say

“Sandi gave such great “real life” information that I can apply tomorrow! I especially appreciated her piece on pricing and generating a revenue plan because it gave me realistic numbers with an achievable goal.” – Marlia Cochran

“Sandi’s presentation took me from wishful thinking, hoping, and praying and believing to an intentional plan of action that will catapult me toward the fulfillment of my dream.” –Tami Molander Dempsey

“I liked Sandi’s simplicity and easiness in explaining marketing terms and processes. She is knowledgeable about her material and different markets available to different groups. Through Sandi’s presentation I was able to figure out my market and how to access it.” – Jackie VanCampen

Sandi made developing a revenue plan look so simple. I had it developed quickly and was clear on my next steps before I left the training. She gave us the info I needed to take action.” – Patti Waterbury

“I liked learning how to put “dreams” on paper which are now realistic goals. Provided me with a realistic revenue plan. Liked very much! Loved to find my client persona! Loved my ideal client! Loved where to find my client!” – Karen Fritschi

“I liked how you broke down the $1,000,000 to such simplicity. Thank you for your handouts that we can refer to later. And the help on the ideal client and where to find them without wasting our time and energy.” – Susan Goodson

“I loved all the great information on how to jump start my marketing plan. I especially liked the 6 biggest mistakes made in writing, you made it sound so simple to overcome.” –Carolyn L. Angus, Angus Accounting & Mobile Notary

Make money and earn CPE at the same time

Earn up to 6 hours of CPE with this live webinar series. Here are the details:

Dates: February 5, 7, 12, 14, 19, 21, 2019

Times: 9AM PT, 10AM MT, 11AM CT, Noon ET for one hour on each of the above dates

Prerequisites: None
Advanced Preparation: None
Program Level: Basic, with a few intermediate concepts presented
Delivery Method: Group Internet Live
Field of Study: Communications and Marketing

Instructor: Sandi Leyva, CPA

CPE: 6 hours
Price:  $129

Learning Objectives:

After completing this course, participants should be able to:

  • List the most effective marketing channels (methods) for accounting practices
  • List at least five state-of-the-art trends and hacks you can use that most other accounting professionals don’t even know about
  • Describe at least five of the 40+ marketing materials covered
  • Name the steps to create a marketing plan for your business
  • Define a plan that can be used to improve client retention and increase referrals
  • List the advantages and disadvantages of each of marketing channels presented

Ready to get as many client as you want right now?

Here’s what you get:

  • 6 Live Webinars and their recordings
  • 6 PowerPoint slide presentation handouts
  • Our brand new marketing materials checklist
  • Our new Persona development worksheet
  • Sample Forms, letters, and emails you can STEAL word-for-word. This one item alone will save you days of writing frustration.
  • The chance to ask me questions on each webinar
  • The chance to get your marketing materials reviewed by me
  • Up to 6 CPE
  • Access to our awesome client portal for easy access to all your goodies
  • Gains in your core marketing skills that will last for years

No-Risk Guarantee

All of our courses are backed by our 100% satisfaction guarantee.

If, for any reason, you are not completely satisfied with this program, simply email us prior to the second webinar and ask for a refund.

Start getting outstanding results in your accounting business with less effort, now.

Imagine getting a step-by-step guide, written especially for the small accounting practice by a seasoned marketer with a solid track record of delivering great results for clients.

If you get just one client, you’ll get the money back that you invested in this course. If you get more than one client, your investment will be returned many times over. What is the value of the revenue over the many years in business that you’ll have that client? Thousands, right?

I’m excited about helping you build your marketing skills, get new clients, and grow your accounting practice TODAY.

To your success,


P.S. Get higher quality clients in the door faster and more effectively than ever before. Learn this counter-intuitive three-step marketing method so you can reach your revenue goals. Register now.