Live 1-hour Webinar:
What’s Working (And What’s Not):
Accounting Firm Client Acquisition In 2019




Tuesday, October 8, 2019
8AM PT, 10AM CT, 11AM ET

1 hour, 1 CPE

Register Now
at No Cost to You

Program Description:

Where is the best place to look for new accounting and tax clients? With so many marketing choices, you might wonder what’s working and what’s not working so you can be smarter about spending your marketing budget. We have survey answers from hundreds of accounting professionals on how they found new clients and many more marketing insights and secrets that we will reveal on this webinar. Join us!

Learning Objectives:

  • Learn the 16 most common places to find new clients
  • Discover two areas in marketing that are vastly underutilized by accounting firms
  • Learn the average cost of attracting and signing new clients
  • Discover which marketing materials firms are using to attract prospects
  • Learn how many clients firms want to acquire in one year
  • And much more!


Presenter: Sandi Leyva

Sandi Leyva, CPA, is the founder and owner of Sandra L. Leyva, Inc. She has helped thousands of accounting and tax professionals get more business through her marketing strategies, web site and copywriting formulas, and millionaire mindset. More than 100,000 people have read her books and articles, used her training and coaching tools, or heard her speak at conferences.

Sandi was named one of the Top 25 Thought Leaders for 2019 and one of the Most Powerful Women in Accounting by CPA Practice Advisor. She won a 2013 Stevie Award for “Maverick of the Year,” and her work has been noted by Forbes, CBS News, PBS, Dallas Morning News, San Jose Mercury News, Accounting Today, Journal of Accountancy, Today’s CPA, and The Practical Accountant. She is a regular contributor to CPA Trendlines.

Sandi earned an MBA, holds a CPA in Texas and California, and earned an MS in neuroscience. She is an avid traveler and has visited 100 countries, including a backpacking trip alone around the world. Her volunteer work in Kenya, Russia, and Nepal earned her an AWSCPA Public Service Award and a Baird Community Service Award. In her spare time, she enjoys gardening, hiking, and spending time with family.

CPE Details

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Field of Study: Communications & Marketing

CPE Hours: 1


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.

Seating is limited, so register now.  This webinar is packed with high quality content and will fill up fast!

Register Now
at No Cost to You