A Sneak Peek into Accountant's Accelerator 2014

Sandi Smith Leyva, CPA, CMA, MBA, Certified QuickBooks ProAdvisor, Xero Certified Advisor

Where to Get Your Materials

• AccountantsAccelerator.com/sneakpeek – PowerPoint – Video recording – Link to generate your CPE certificate

Agenda

• What most accounting practices are doing wrong in marketing that costs them

• The 3 skills you’ll need to take your accounting business to the next level – For more growth – Increasing your business’s market value – Making changes to suit your lifestyle

Agenda

• 5 ways accounting professionals are leaving easy money on the table

• How to get more accountability, direction and clarity

• The all-new 2014 program

About You

• Accounting Professional – Have your own accounting practice –

doing < $500,000 /year • Looking to grow or improve your

business – Starting your business – In your first three years – Experienced but working too hard – Stuck at same income level

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About You

• Services – Controller, CFO, bookkeeping, accounting, payroll – Tax, write-up – Software consulting, setup, conversion, training,

troubleshooting, reseller

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Who Is Sandi Smith Leyva

• Started doing people’s books in college • CPA, MBA, CMA • Accounting and IT experience

Who Is Sandi Smith Leyva

• Started my own business in 1993 after layoff – Very scared, hated marketing – Drove all over city fixing QuickBooks problems, doing

quarterly payroll returns, etc. – The day I had a wreck

Who Is Sandi Smith Leyva

• Worked with AICPA and Intuit • You might know me as Sandi Smith • Marketing services since 1998 • Studied and coached with

millionaires and billionaires • Started Accountant’s Accelerator in

late 2010

What’s Wrong

• What most accounting practices are doing wrong in marketing – Too much reliance on referrals – No skill development – Reactive or inactive and not proactive – Using the most expensive channels – Not fully developing their channels

and giving up on them

What’s Wrong

• Core problem – Discomfort – False beliefs to justify non-action

• “Shouldn’t have to” • “Only desperate people need to market”

What’s Wrong

• We don’t realize how much our lack of marketing knowledge is costing us

• More critical: clients are going without our expertise, and they are suffering

5 Ways It’s Costing Us

• Using the wrong / more expensive / less effective marketing channels – Higher marketing costs

• Not doing the 4 things you need to do to increase client retention – Higher client attrition

• Poor selling skills, no selling process – Need for more leads

5 Ways It’s Costing Us

• Serving the wrong type of client – Working too much and too hard

• Emotionally caving on pricing or pricing too low – Over-delivering – Giving away services for free – Scope creep because you are too busy

to stop – Employee-level service

3 Skills You Need

• Time Management • Marketing

– Includes Pricing! • Practice or Project

Management

How to Fix It

• Training for skill build • Accountability for implementation success • Clarity, focus and direction

Return on Investment – AA Programs

• 21+ forms, checklists, and procedures in AA2013 – $2,100+

• Lower marketing costs – $3,000- $5,000

• Additional revenue from new and current clients – $1,000 - $50,000

• Price increases – $5,000 - $25,000

• Revenue from new staff hired – $10,000 - $30,000

3 Levels of AA 2014

• Training – Core program • Accountability – Core + Mastermind • Clarity, focus and direction – Elite private

coaching

Who is in AA 2012/3

• http://accountantsaccelerator.com/programs/fit-in/

What You Get

• Time management – these ideas are not practiced in our profession – 1-2 hour per day pickup when

implemented • Huge time savers

– Writing templates/samples – Checklists, forms, templates – Marketing materials

What You Get

• Marketing skill build – Marketing channels in order of

lowest cost – Plans for each channel – Case studies of peer successes – Checklists, samples, forms, ideas

for reducing the reinvention of the wheel!

– Writing

What You Get

• Practice Management – Sample budgets, sample P&L – Planning ideas – Staffing forms, interview process – Checklists, forms, procedures – Case studies – Metrics

How We Deliver It

• Fully virtual – This program was designed by a

billionaire • No one else in Accounting is doing what

we’re doing – Webinars

• PowerPoint, Transcript, Video recording, and any handouts

– Community Forum • Networking, Q&A, all materials,

bonuses, library – Case Studies – Checklists, forms, samples, templates

Special Offer

• www.FillYourAccountingPractice.com • Price break ends August 5, 2013

Special Offer

http://FillYourAccountingPractice.com

Discount Pricing Ends August 5, 2013

3 Levels to Choose From

(You can always upgrade later at no penalty)

2 ways to pay

Bonus

http://FillYourAccountingPractice.com

First 50 people

Bonus webinar: The $15/hour objection

Spreadsheet $15 – Your Rate

Your Action Items

• What one thing will you do from this webinar?