2018 course – Advanced Advisory: Marketing Metrics as a New Service for Your Clients

Advanced Advisory: Marketing Metrics as a New Service for Your Clients

October 18, 23, 25, 30, 2018
9AM PT / Noon ET



If you’ve seen ABC’s Shark Tank, you know that the metrics they ask entrepreneurs about have very little to do with numbers on the income statement and balance sheet. In this series, we’ll walk you through how to calculate the most important sales, customer, and marketing metrics for your clients. These numbers are especially important for your small business clients that need more revenue. Once you know these metrics and calculations, you can offer this as a service to your clients. We’ll show you how.

You’ll learn:

  • What marketing, sales, and customer metrics are important and possible in small business
  • How to compute these metrics
  • What tracking you can set up to measure marketing and sales results
  • How to package your new knowledge into a service for your clients

  • CPE Information

    Prerequisites: None
    Advanced Preparation: None
    Program Level: Basic
    Delivery Method: Group Internet Based
    Field of Study: Management Services
    Cost: $129
    CPE: 4 hours

    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.

October 18, 23, 25, 30, 2018
9AM PT, 10AM MT, 11AM CT, Noon ET



Please Note: The fourth quarter course dates are tentative and are likely to change.

Contact Us

Marketing and Coaching for Accountants, CPAs, Bookkeepers, QuickBooks Advisors, and Xero Consultants
Accountant’s Accelerator is a division of Sandra L. Leyva, Inc.

1900 Preston Rd 267 PMB 95, Plano, TX 75093



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