Live Webinar Calendar Summary

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

All Live Courses (Save $822 off the 11-course price of $1,419)



NEW! How to Analyze and Monetize Your Online Marketing

Have you ever wondered how many people visit your website? Are you curious about whether your social media efforts are paying off or going down the drain? Do you wonder how many clients you’re getting from Yelp, Bing, social media, or Google search? And most importantly, do you wonder how to optimize your online marketing investment?

We’ll answer all of these questions and more in this brand new course designed for accountants, bookkeepers, CPAs, EAs, QuickBooks consultants, and tax preparers.

Online marketing is still, and by far, the most underutilized marketing technique in the accounting industry. It’s also the one method where you can track and measure your results to evaluate your marketing investment.

Your website is the foundation of your online presence. But it doesn’t simply generate traffic alone. First, we’ll explore two free tools for finding out who is coming to your site and which pages are visited most. Then we’ll learn the major traffic sources that you can implement to deliver a solid number of leads into your business. Most of these are free, not including the labor to set them up.

We’ll show you how to set up Google Analytics so you can determine where leads first found out about you. This will help you focus your marketing spend in the most effective places instead of “spraying and praying.”

You’ll learn:

  • How to see who has visited your site
  • What changes to make to your site to ready it for tax season to maximize leads that can last all year
  • The most important traffic sources to drive people to your site
  • 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
    • 4 Recordings




      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




      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.




      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




      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

      June 21, 26, 28, July 3, 2018




      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:

      • 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

      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




      NEW! Data Entry Automation Deep Dive: A Look at the Latest Data Entry Automation Tools

      Automation is not only streamlining your business; it’s moving tasks you used to do back to the client. One example of this is transaction entry, where the client spends money and has a receipt that needs to be handled, entered, approved, and coded.

      We’ll break down the categories of tools so you have the big picture of what’s possible. Then we’ll share the tools that automate transaction entry, including but not limited to expense management. NO matter whether you’ve been handed a shoebox of papers, a set of images or receipts, or a data file that’s on the messy side, we’ll point you in the right direction. We’ll also take the top 3-4 apps and do a comparative table of features, prices, and more as a handy reference. You’ll learn:

      • The differences among data entry automation, expense management software, and document management apps
      • The best options to handle your data entry workflow, no matter how the data comes in
      • The top apps in this space and a demo of each

      Oh, and no sponsor money will be received to taint my honest opinions!

      August 14, 15, 28, 29, 2018




      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



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


      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.
      October 3,4 2018



      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




      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



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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