CPA trendlines and AA

How to Help Your Small Business Clients

3 Self-Study (QAS) CPE

Program Description:

PPP Is not the only way you can help your small business clients that have been shuttered or are experiencing losses due to changing spending patterns. While business owners still need some of your traditional accounting skills right now, we as accountants need to think differently when we work with these clients.

What we need to bring to the affected business clients right now is a combination of crisis management, accounting tools for distressed businesses, business continuity practices shaped for this event, innovative marketing ideas focused on ecommerce solutions, and a strong helping of emotional intelligence. Get it all in this crash-course design to help smaller businesses: those earning under $10 million in annual revenues.

After completing this webinar, you’ll be able to:

  • Name what to do first to help your client reset business priorities
  • Administer the perfect tool to take a business’s temperature to see how sick it might be
  • Understand the focus you need right now that we didn’t learn in school
  • List over 100 options to speed up cash flow and get cash in the door now
  • Describe the steps you need to take to protect and build your (or your clients’) most precious assets during this time
  • Suggest creative options to reworking the business model to get some revenue coming in
  • Connect the content in this course to new advisory services you can offer any time
  • Describe the components of a business continuity plan as adapted for today’s environment
  • Gain a brief overview of the top-level issues in managing business turnarounds as they apply to small businesses
  • Format

    • Access to recordings of all sessions
    • PowerPoint slide handouts of each session you can download
    • 3 Self-study CPE


Sandi Smith Leyva

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.

RickHost: Rick Telberg


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

Sandi Leyva, Accountant's Accelerator Founder PresidentHost: Sandi Leyva


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

CPE Details

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Self-Study (QAS)

Field of Study: Accounting (2), Communications and Marketing (1)

CPE Hours: 3 hours


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.