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Six Simple Steps to Get More Clients, More Profits, and More Free Time for Accountants and Bookkeepers

Six Simple Steps to Get More Clients, More Profits, and More Free Time for Accountants and Bookkeepers

PDF $129


232 pages, includes glossary and index
9 hours CPE
Newly updated in 2016

Attract new clients in your accounting business with less effort, simply by understanding more about today’s newer marketing strategies and methods.


You’ll learn:

  • The thirteen best methods to find accounting clients, in order of effectiveness.
  • Counter-intuitive marketing ideas that work
  • How to create a marketing plan, along with two other plans you didn’t know you needed!
  • How to move from waiting for clients to come to you to proactively attracting ideal clients
  • Step-by-step what to do to make your marketing more effective, even if you’ve been around for a while
  • New techniques, such as social media, videos, and content marketing
  • And much more

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

Who Will Benefit

Accountants, bookkeepers, CPAs, EAs, and accounting software consultants, trainers, and resellers who:

  • Want to grow your accounting, tax, QuickBooks, or bookkeeping business, but find marketing ineffective or time-consuming (and just plain distasteful)
  • 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 others telling you to cold call, send direct mail, or some other 19thcentury tactic, and you just know there’s got to be a better way
  • Have no idea where to start to get clients or where to get clients in the most cost-effective way?
  • Barely make a decent living because you are spending too much time on marketing that doesn’t work instead of increasing your billable hours


Earn up to 9 hours of CPE with this self-study program. Here are the details:

Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Self-Study
Field of Study: Marketing
Learning Objectives:

After completing this course, participants should be able to:

  • Name the steps to create a marketing plan for your business
  • List the ten most effective marketing channels for accounting practices
  • Describe at least five of the 17 marketing materials covered
  • List the five C’s of website effectiveness
  • Define a plan that can be used to improve client retention and increase referrals
  • List the advantages and disadvantages of each of the ten marketing channels

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.


Participants may request a refund for a CPE course within 14 days of the purchase date. If we have issued a CPE certificate and we refund your money, your certificate will be voided.

Complaint Resolution

For service and support, please contact our offices at Sandra L. Leyva, Inc., PMB 95, 1900 Preston Rd #267, Plano, TX 75093, support@sandismith.com, 972-985-9129.

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.

6965 El Camino Real #105 PMB 683
Carlsbad, CA 92009



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100 Percent Satisfaction GuaranteedAll 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.

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