Marketing Mastermind 2020

A Webinar Series with Sandi Leyva, CPA

Improve Your Marketing Skills and Get New Clients for Your Accounting Firm

Do you wish you could just improve you marketing skills enough so you don’t suffer about this part of your business, once and for all?


Webinar: January 8th (recorded), February 5th, March 4th, April 1st, May 6th, September 2nd, October 7th, November 11th, December 2nd, 2020 (9 sessions)

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

Sessions will be recorded in case you miss one or have a conflict.

This course will NOT be repeated; this is your only chance to attend live.

Haven’t been on a webinar before? Learn how it works

Silver - $597:
It's Not Too Late to Join (January's session was recorded)

Early Praise for This Series

“Great session today! I learned so much from this session and can’t wait to see the rest.” — Bonnie Jensen-Walker, CPM, CPB, Bonstar Accounting Services Inc.

“Great session” — Cheryl Wages, Wages Advantage LLC


Is your marketing hit or miss these days? Do you wish you could just improve your marketing skills enough so you don’t suffer about this part of your business, once and for all? Do you wonder what’s working for your accounting and tax peers when it comes to getting new business? Are you ready to roll up your sleeves and get your marketing on?

If so, Marketing Mastermind 2020 is perfect for you. It’s designed for accounting professionals who need more new clients in their accounting firms, and who need more personal guidance than free CPE or a vendor-sponsored webinar can provide. Whether you need 1-2 new clients a month or far more volume than that, you need a solid foundational level of marketing skills and a process that works over and over again, year after year, for your business.

The more you put into the course, the greater results you’ll get. We’ll be doing more than just attending webinars. First, you’ll complete a confidential questionnaire about your practice and the type of client you want to serve. Webinar training will be designed around the needs of the mastermind members, and will include marketing and sales topics such as digital marketing, lead generation, and sales tactics, plus whatever the group needs. We’ll spend about 1/3 of the time on training and materials, 1/3 on group coaching, and 1/3 on peer sharing and coaching.

You’ll get advice from a pro that works, as well as be able to discover what’s working among your peers. The mastermind consists of:

  • 9 90-minute sessions, each providing at least 1 CPE, with handouts, recordings, and a chance to ask questions and share ideas
  • A library of materials, including items like marketing plans, and ready-to-go marketing materials
  • A private forum to ask questions and share successes and tips with your peers

After completing this course, participants will be able to:

  • Complete, execute, measure, and improve their 2020 revenue and marketing plan
  • Identify the best marketing channels (out of dozens) to use to acquire new clients
  • Assess their marketing satisfaction level at the beginning and end of the course to determine the change
  • List three technology tools they’ll need to automate their marketing
  • Calculate client acquisition cost, customer lifetime value, and many more marketing metrics
  • List six things they can do to increase referrals
  • Name at least five things they can do to improve their website
  • Describe what marketing to do if their firm is less than three years old
  • Define numerous marketing terms that they’ll learn throughout the course
  • Describe at least five processes to put in place to make their marketing happen automatically
  • Measure what’s working and what’s not so their marketing investment generates the highest ROI for them

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.

Silver – $597:
It’s Not Too Late to Join (January’s session was recorded)

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.


Time to attend: 9 90-minute sessions

Silver – $497 until Tuesday, December 31, 2019, then $597
Gold – $997 until Tuesday, December 31, 2019, then $1,197

CPE Information:

Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Field of Study: Communications and Marketing
CPE: 9 hours


You’ll get these bonuses when you purchase this course:

  • Access to recordings of all sessions in case you want to view it again
  • PowerPoint slide handouts of each session you can download
  • 9 CPE for those who qualify and listen live


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.

Silver – $597:
Only a few spots left
It’s Not Too Late to Join (January’s session was recorded)