Suzanne Conrad

“I first found Sandi Smith on the QuickBooks ProAdvisor web page in 2010, my first tax season with my own firm. I bought her book, 5 Steps to Get More Clients, because I only had 5 and needed some and liked that it was written by a CPA. I got great information from the book that helped me define who I wanted to serve and my message and my practice grew.

I went on to hire Sandi for one-on-one coaching for a month before tax season in 2011. Within a week after implementing some simple guidance from her first call I was able to sign up a high 4 figure client that I had been trying to bring on for a while. She has also helped me clarify my staffing needs and hiring process, improve my time management, learn how to improve my marketing systems and much much more. Because of Sandi’s help I was able to triple my gross revenues from 2010-2011 and expect to do the same in 2012.

Sandi’s CPA and QuickBooks background, degree in neuroscience, and experience in the accounting field are a rare combination and makes her uniquely qualified to help accountants start and/or grow their business beyond what they think is possible. I highly recommend her.”