Schedule 2017

2017 schedule

All courses



Digital Marketing Mastery
A recorded version of this course is available to those who register for all 2017 courses.


Advisor Accelerated
May 9, 10, 16, 17, and 23, 2017
at 9AM Pacific, 10AM Mountain, 11AM Central, Noon Eastern

Advisor Accelerated is designed to help you take your monthly accounting clients to a higher level of financial literacy and business success. If you’re looking for more monthly clients, you’ll have a higher level of service to offer them.

This course is unique because:

  • It’s designed for the solo practitioner or small accounting firm generating under $1 million in revenue. No one else in the industry is serving the smaller firms.
  • It’s comprehensive – these are done-for-you service modules.
  • It’s all run and designed by a CPA and top industry thought leader.
  • You’ll earn a certification at the end.

Collaborative and consultative in nature, Advisor Accelerated is the path to truly becoming the trusted advisor we’re all hearing so much about.

Register for Advisor Accelerated



Value Pricing
July 18, 20, 25, and 27, 2017
at 9AM Pacific, 10AM Mountain, 11AM Central, Noon Eastern

Value pricing is sweeping the accounting industry as the most profitable way to price accounting services. Learn whether it’s right for your firm as well as how to implement it step by step. You’ll also need to learn how to modify your proposals and your sales process in order to implement this pricing method, and that’s included in this course. This course is designed for solo CPAs, accountants, bookkeepers, QuickBooks ProAdvisors as well as small firms with under 10 employees. You’ll learn:

  • What value pricing really is and gain clarity on all the conflicting definitions that are floating around in the industry
  • Specific tangibles and intangibles that make up the value of our services in the eyes of the client and how to quantify these
  • The steps involved in implementing value pricing during your sales cycle.
  • What a value pricing proposal looks like that has closed business for me 90% of the time.

Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Field of Study: Economics – Technical
CPE Hours: 4
Learning Objectives: After completing this course, you’ll be able to:

  • Define value pricing and learn what engagements and clients it works best for
  • List at least 20 ways clients value your services
  • List the steps involved in implementing value pricing
  • Name the components of a value priced proposal template

Register for Value Pricing



Advanced Advisor Accelerated


Practice Management Toolbox
Are you overwhelmed keeping the details straight among your clients as you provide your bookkeeping or tax services? Do you tend to reinvent the wheel when it comes to marketing and selling? Do you work too many hours and feel that you could be better organized with streamlined processes, procedures, forms, samples, and templates but don’t know how you’re going to find the time to create all those?

If so, the Practice Management Toolbox course is perfect for you. It consists of 4 live webinars in the areas you need to “proceduralize:” marketing/sales, client onboarding and service, client service delivery, and executive/admin.

The super-cool part is that you’ll get over 50 forms, samples, checklists, templates, and procedures to get you started, saving you hundreds of hours and making you so efficient that your profits will rise.

Register for Practice Management Toolbox



Pricing and Proposals Accelerated
Your accounting and tax skills will help you start your business, but your pricing and selling skills will help you grow your business and get what you’re worth.  If you’ve never had a formal course in pricing, proposal writing, estimating, or selling, then this course is perfect for you.

We’ll cover:

  • Factors to consider when setting and raising prices
  • Methods of pricing common in the accounting profession including value pricing
  • How to price staff without losing your shirt
  • Pricing pitfalls and how to avoid them
  • Using diagnostic selling to close business
  • Samples of prospect kits and value-priced proposals that win business 90% of the time
  • How to estimate one-time projects
  • Selling pitfalls and how to avoid them
  • Pricing bells and whistles
  • Your questions

Register for Pricing and Proposals Accelerated


All courses


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

972-985-9129 |

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