schedule 2018

2018 Schedule

What’s New about the 2018 Schedule?

  1. Twice the number of courses and
  2. All 11 courses are ALL NEW topics never before covered

$497
All Live Courses (Save $570 off the 11-course price of $1,067)
Price good through December 31, 2017

register


January

NEW! Is Your Website Bringing You Business? How to Use and Interpret Google Analytics for Accountants

Your website is the most important online marketing investment you have. The question is, do you know if you are getting your money’s worth? And, better, how can you improve your return? This series will help you evaluate your website investment by discovering how many people have visited your site, what pages lead to action, and where the people are coming from.

We’ll show you how to view and analyze your web statistics via your website’s control panel. Then we’ll go into a Google Analytics account to learn the terminology, decipher the data, and most importantly, find out how to avoid common false conclusions. Last, we’ll show you how to create your own Google Analytics account (which is free) and set it up on your website.

Analytics account (which is free) and set it up on your website.

You’ll learn:

  • How to see who has visited your site
  • What changes to make to your site to ready it for tax season
  • How to set up and install Google analytics on your website
  • Terminology used in Google Analytics accounts
  • How to review the data to make good decisions about your web site investment
  • How to avoid mistakes and assumptions when using Google Analytics data
    • Jan 9, 10, 16, 17, 2018

      $97 through December 31, 2017

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      February

      NEW! Monetizing Google Search AdWords: How to Get a Constant Stream of Leads with a Positive ROI

      Thousands of accountants are using Google AdWords Pay-per-Click (PPC) to attract prospects and have their site appear on the first page of a Google search for “tax prep” or “accounting services.” AdWords is an especially effective method if you don’t care for networking meetings, are new in business, and/or need more leads than referrals are providing.

      The challenge is many accountants are doing online ads so ineffectively that it’s costing them a lot of money with very little to show for it. Others have hired agencies that don’t know our industry. You might have even tried AdWords yourself and determined it doesn’t work.

      This course will provide you with the basic skills to understand Google AdWords and can save you hundreds of dollars in marketing costs. You’ll learn:

      • How to put together the most effective AdWords ad for your business
      • The components of ads and AdWords terminology.
      • How to set up your AdWords account
      • How to determine your budget and analyze your return
      • How to get around your AdWords account

      Feb 6, 8, 13, 15, 2018

      $97 through December 31, 2017

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      March/April

      NEW! Financial Dashboard Metrics, KPIs, and Business Intelligence – Advisory Deep Dive

      Helping your clients with financial metrics is a whole new revenue stream for your business. In this series, we’ll be bringing in software experts and accountants who are actively using financial dashboard metrics with their clients to share best practices and how-to’s on what’s possible in this area. You’ll learn:

      • The top metrics your clients need to know and why
      • The top software apps that crunch and deliver these metrics in a dashboard fashion
      • How to develop and package this service and offer it to your clients
      • Where to find industry data and how to work this into a service

      Mar 21, 28, Apr 18, May 2, 2018 – Note: we’re spreading this course out and avoiding the busy weeks just for you.

      $97 through December 31, 2017

      register

      May

      NEW! Practice Management Mastery: Managing Your Workflow with Project/Task Management Tools

      Streamlining workflow is a constant challenge for accountants and bookkeepers. Our season is compressed and we really need to be efficient! There are finally a few good choices in software to help us out, although in my opinion, none of them hit the spot. I’ll introduce, demo, and review several software apps in this series to get you up to speed with what’s available in workflow-slash-project-management-slash-task-management software for small firms and solos. You’ll learn:

      • Definitions and the difference among project management apps, task management apps, and workflow apps in our industry
      • Features and benefits you should look for when choosing a workflow app
      • A list of software apps for both tax and bookkeeping workflow management
      • How to evaluate workflow software and demos of several apps
      • Pricing of these apps and how to cost-justify them in your practice

      May 23, 24, 30, 31, 2018

      $97 through December 31, 2017

      register

      June

      NEW! Monetizing Google Display AdWords: How to Get a Constant Stream of Leads with a Positive ROI

      In February, we learned about search ads for accountants. Today, many firms are going beyond search and trying out display ads, which includes displaying your ad on other websites and a special form of display advertising called retargeting (which Google calls remarketing just to confuse you). This method is quite lucrative and I want to be sure accountants know about this option for marketing. You’ll learn:

      • Display terminology including retargeting vs. remarketing
      • How to set up your Google advertising account for display ads
      • How to better manage someone you’ve hired to do display advertising for your firm
      • How to measure the effectiveness of your Google display investment

      June 21, 26, 28, July 3, 2018

      $97 through December 31, 2017

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      July

      NEW! Industry Specialists Series: Advisory Deep Dive

      One of the most important things accounting firm clients want from their accountants is industry expertise. This course will bring in practitioners who are experts in specific industries to share their expertise with you. In each webinar, you’ll learn:

      • The pain points for that industry
      • What specific services are needed to serve clients in this industry
      • Specific skills you’ll need in addition to basic accounting knowledge to best serve these clients
      • How to find clients in this industry

      You may not want to niche your services, but you can learn more about each industry so you can serve current and future clients better.

      Very tentative: July 18, 19, 24, 31, August 2, 9, 2018

      $97 through December 31, 2017

      register

      August

      NEW! Email Marketing Deep Dive

      Of all the marketing methods used in accounting, email marketing is probably the most under-utilized and most profitable. Effective email marketing has a $40 return for every dollar spent. In this course, you’ll learn the skills you need to implement email marketing or outsource it confidently. You’ll learn:

      • Why newsletters, especially tax newsletters, are not the best email investment
      • Options for finding or writing a client newsletter
      • Options beyond a newsletter that will build your email list
      • How to set up your email marketing software
      • How to increase your email subscriber list
      • How to craft a great email that gets clients asking about your services

      August 14, 15, 28, 29, 2018

      $97 through December 31, 2017

      register

      September

      NEW! High-Performance Leadership

      If you’re interested in rising far above the ordinary in work and life, this series will show you what it takes to become a high performing leader as well as how to develop and lead a team of high performing leaders. We’ll discuss what actions are most effective in developing productive, successful, and happy employees as well as what blocks workers from performing their best. We’ll discuss cutting-edge brain research delivered in plain language, and we’ll present practical business applications you can implement immediately. You’ll also learn about some of the hottest buzz words today in corporations’ human resources departments: employee engagement, talent management, high-maintenance employees, attention, motivation, intention, burnout, overwhelm, emotional intelligence, multitasking, and many more. You’ll learn:

      • Two theories of high performance mindsets and their implications for success
      • Reasons that hold most people back from performing their best in life and work, and how to clear these blocks
      • How to create the ideal environment to foster high performance in everyone
      • How to manage the long-term blocks to performance, including topics like burnout, overwhelm, stress, and why we become bored
      • Answers to your questions about your issues relating to achievement and leadership

      Sep 6, 12, 13, 20, 2018

      $97 through December 31, 2017

      register

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

      October

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

      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

      October 18, 23, 25, 30, 2018

      $97 through December 31, 2017

      register

      November

      NEW! Advancing Women in the Accounting Profession: A Three-Step Approach

      Yes, we still need to have this conversation. You might be shocked at what you don’t know about this topic, including subconscious bias that we can’t control, work environments that are designed for men to thrive and women to flounder, and old, incorrect assumptions and beliefs that are causing the so-called talent shortage in this profession. You’ll learn:

      • How to motivate and encourage women to advance in the workplace
      • How to clear the blocks for women in your workplace
      • The differences between men’s and women’s strengths and motivation in the workplace
      • How to encourage diversity beyond gender for a more profitable, happy, high-performing workplace

      If you have (or are) a wife, daughter, or mother, I encourage you to open your mind and eyes to this issue and what you can do to make a difference.
      November 6, 7, 8, 2018

      $97 through December 31, 2017

      register

      November/December

      NEW! Practice Management Mastery: Technology Update

      We’ll share the latest tools and apps in and outside the profession that we feel are most valuable to you. We’ll cover several areas, including Google tools, client portals, data entry automation tools, accounting software updates, and our personal productivity favorites. You’ll learn:

      • What areas can be automated in your business that you might not have thought about
      • Apps and tools for work automation that improve your productivity and bottom line
      • What’s new in tech gadgets in general

      Nov 27, 28, Dec 11, 12, 2018

      $97 through December 31, 2017

      register

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

972-930-5689

support@sandismith.com

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