Do You Need More Clients in Your Accounting or Bookkeeping Business?

Getting Clients Got Harder with the Pandemic

We Make It Easier with Our High-Energy, Get-Clients-Fast, Get-the-Cash-Flowing Training and Coaching Program for CPAs, Accounting Software Consultants, Bookkeepers, and Tax Preparers.

Do you:

  • Need to start your own business because of a layoff or other unemployment situation?
  • Have tax or accounting expertise but don’t have marketing skills?
  • Feel apprehensive at the thought of marketing especially during a pandemic?
  • Know you would feel better having someone to ask questions while trying out new marketing methods?

If you said yes to any of the above questions, you’re in the right place to learn about our JumpStart program especially for accountants who simply need more clients and want to master marketing once and for all so it no longer holds them back from achieving the revenue goals they desire.

JumpStart Your Revenue

I am so excited to introduce our new 6-session quickstart program comprised of webinars, done-for-you marketing materials, forms, and templates designed to get more clients, revenue, and cash quickly flowing into your bookkeeping, accounting, CPA firm, or QuickBooks consulting business. We know you might need revenue fast, and this program is designed to get you focused on what you need to do to optimize your marketing efforts, and to get you to the number of clients you desire to serve.

Here are the details of this 3-week program that runs from December 1, 2020 through December 17, 2020 and what you get:

  • A kickoff webinar to get you focused on what’s important and what’s not. Our goal is to get money coming in the door ASAP for you
  • 5 additional webinars on get-clients-fast topics that will help you avoid costly marketing mistakes and keep you highly motivated
  • follow-the-steps marketing plan
  • Sample marketing materials you can use immediately, including letters, proposals, web pages, and social media posts, to name a few!
  • An elevator speech formula just for you
  • Sample client contracts and intake forms to make you look like you’ve been in business for decades
  • Q&A during the webinar as time permits

Here’s what we cover in the webinars:

  • Getting your accounting, bookkeeping, tax, or QuickBooks consulting practice filled fast!
  • Getting paid– how to set your price and get what you’re worth from your clients
  • The most common costly mistakes to avoid, distractions to eliminate and money NOT to spend when you practice isn’t full
  • How to get clients when networking and other face-to-face marketing channels are cut off to you
  • Setting up your client onboarding process– the forms and contracts you need to look like the pro you are
  • A complete marketing plan – taking the guesswork out of making your revenue numbers without tanking your margins
  • How to take the leap and leave your full time job if you haven’t started your business yet
  • Establishing your online presence and mastering social media
  • How to set yourself apart from the competition for long term success
  • And much more

About the Instructor

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.

Schedule

Allow one hour for each session. All sessions will be recorded, but you must listen live to earn CPE.

Tuesday, December 1, 2020 9AM Pacific Time, 10AM MT, 11AM CT, Noon Eastern.
Thursday, December 3, 2020 11AM Pacific Time, Noon MT, 1PM CT, 2PM Eastern.
Tuesday, December 8, 2020 9AM Pacific Time, 10AM MT, 11AM CT, Noon Eastern.
Thursday, December 10, 2020 9AM Pacific Time, 10AM MT, 11AM CT, Noon Eastern.
Wednesday, December 16, 2020 9AM Pacific Time, 10AM MT, 11AM CT, Noon Eastern.
Thursday, December 17, 2020 9AM Pacific Time, 10AM MT, 11AM CT, Noon Eastern.

Discounted to $147 until Midnight ET, November 30, 2020, then $197

CPE

Earn up to 6 hours of group live CPE by attending all of the live webinars.

Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet based
Field of Study: Communications and Marketing
Learning Objectives:
After completing this course, participants should be able to:

  • Name the one thing you should focus on when first starting your business.
  • Describe the best approach to getting clients fast.
  • List at least 50 ways you can get new clients.
  • Identify at least 3 pieces of marketing material you need to get started.
  • List at least 3 pricing methods and which one you should start out with based on your situation.
  • List and define the top five marketing channels for tax and accounting firms.
  • Name at least 10 ways to improve your online presence.
  • Describe at least 3 spreadsheet exercises you can do to boost referrals.
  • List the items you need to create a smooth onboarding experience for your brand new clients.

Sandra L. Leyva, Inc. is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be submitted to NASBA through its website: www.learningmarket.org.  Here’s our refund policy and where to send complaints.

Ready to get more clients, more revenue, and more cash?

We’ve kept the price extraordinarily low for what you will be getting: a solid, sustainable marketing foundation for your successful accounting business. When you consider how much you’ll save on mistakes you’ll be making alone, it’s worth the cost. Not to mention the revenue you’ll be bringing in from your targeted and effective marketing efforts. The price is pretty much a no-brainer.

Discounted to $147 until Midnight ET, November 30, 2020, then $197

“A year sooner than I had planned.”

“Just wanted to share with you that I picked up a new business client for weekly bookkeeping (QuickBooks Online) and a corporation tax return. This account, along with the other clients I’ve picked up as a result of Jump-Start, has enabled me to put in 2 weeks notice at the firm I’m with, a year sooner than I had planned. Thanks for your great coaching!”
-Marc

“Jump-Start and Accelerator are making a huge difference”

“Jump-Start and Accelerator are making a huge difference to my development in and getting going on my own biz. Really fired up!”
-Karen

“The Jump-Start program has been so useful”

“The Jump-Start program has been so useful. I work full time and when I started I only had 1 small monthly client. Using some of your suggestions, I’ve added 3 new clients and have created a profitable alliance with a CPA. Honestly, I only did about 1/2 your suggestions because of time constraints. Thanks again for all of your help!”
-C

“It’s a value-filled marketing program”

“When I read about what the Accountant’s Accelerator program offers and saw the cost, it took me less than a minute to decide that it’s a value-filled marketing program for a QuickBooks practitioner like me. What is admirable about Sandi’s program is that it has delivered on what it promised and even more. The Accountant’s Accelerator program, and its related program, the Jump-StartUp, are giving me, in detail, all I need to know about starting my practice and taking it to a level that I desire. Whether I do or not is then up to me and the effort I put out. The program is full, rich with information, and delivered in a very sincere, caring, and knowledgeable way by Sandi. Thank you, Sandi!”
-Reza Ghobadian

No-Risk Guarantee

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

If, for any reason, you are not completely satisfied with this program, simply email Sandi at support@sandismith.com  prior to the beginning of the second webinar and ask me for a prompt refund.

Ready to earn all the revenue you want?

We’ve kept the price extraordinarily low for what you will be getting:  a solid foundation for your successful accounting business.   When you consider how much you’ll save on mistakes you’ll be making alone, it’s worth the cost.  Not to mention the revenue you’ll be bringing in from your targeted and effective marketing efforts.  The price is pretty much a no-brainer.

Discounted to $147 until Midnight ET, November 30, 2020, then $197