Accountant’s Accelerator Network Sneak Peek July 2, 2014...Accountant’s Accelerator Network...

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Accountant’s Accelerator Network Sneak Peek July 2, 2014 Sandi Smith Leyva, CPA Certified QuickBooks ProAdvisor, Xero Certified Advisor

Transcript of Accountant’s Accelerator Network Sneak Peek July 2, 2014...Accountant’s Accelerator Network...

Page 1: Accountant’s Accelerator Network Sneak Peek July 2, 2014...Accountant’s Accelerator Network Sneak Peek July 2, 2014 . Sandi Smith Leyva, CPA . Certified QuickBooks ProAdvisor,

Accountant’s Accelerator Network Sneak Peek July 2, 2014

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

Page 2: Accountant’s Accelerator Network Sneak Peek July 2, 2014...Accountant’s Accelerator Network Sneak Peek July 2, 2014 . Sandi Smith Leyva, CPA . Certified QuickBooks ProAdvisor,

Where to Get Your Materials

• AccountantsAccelerator.com/accelerator-sneak-peek – PowerPoint – Video recording

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Agenda

• The 3 skills you’ll need to take your accounting business to the next level, whether that means more growth, increasing your business’s market value, or making changes to suit your lifestyle

• How to get more accountability, direction and clarity when it comes to making smart business decisions

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Agenda

• What’s covered in the Accountant’s Accelerator Network membership, and the difference between the 2 levels: Sampler and Pro

• Exactly what webinars we have planned and what materials we have available for you in the program

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Value of this Webinar to You • Less stressed-out • Relief of not having to figure this stuff out yourself • Boost your revenue or profits or both • Gain clarity about your next steps • More time with your family or more leisure time • Better planning – moving from reactive to proactive

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About You

• Accounting Professional – Have your own accounting practice

• 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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Why Me? • Grew up in Dallas, TX

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Why Me?

• CPA • Certified QuickBooks ProAdvisor

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Why listen to me

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Why listen to me

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“Trust me when I say you need the Kool-Aid Sandi's drinking!” --JJ Virgin, Celebrity Nutrition & Fitness Expert

More testimonials: http://accountantsaccelerator.com/testimonials/

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My Why

• You are all a best-kept secret • Clients need you more than they think • You have the answers to help small business

thrive • It’s about prosperity for everyone

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3 Skills You Need

• Time Management

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3 Skills You Need

• Marketing – Includes Pricing!

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Marketing Is a Skill • On a scale of 1-10, how would you rank your marketing

skills?

• Dirty little fact: Marketing vs. technical education

• Price-sensitive clients?

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3 Skills You Need

• Practice Management

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What It Costs

• On average, a 40-year career – Each year we under-earn, we lose the

opportunity forever

• How many people we fail to help because we’re too shy to market

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What It Costs

• Failing to take risks

• Failing to believe in yourself and invest in yourself

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3 Skills You Need

• AAN’s 5-prong approach

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Accountability

• Survival • Self-discipline • Partner • Mastermind • Coach • Community

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Direction

• Consultant • Coach • Training • Yourself

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Clarity

• Coach • Training

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What I Do

• Coach ($17,000) • Mastermind group once a month • Buddy partner in the Mastermind • Employees I need to feed • Burning desire to help accountants and the

industry

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What Gets in the Way

• Pride • Do it yourself • Unwillingness to invest • Unwillingness to take risks • Lack of confidence

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Cost of Procrastinating

• Website – $1K - $2K per month in additional revenues – Assume conservative $500 per month – Month 1: $500 loss – Month 2: $1,000 loss – Month 3: $1,500 loss – 3 months: $3K loss – 6 months: $10,500 loss

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Our Programs

• AAN – Marketing and practice management,

focused on long term steady growth • JumpStart

– Get clients fast – very focused on one goal

• vCon – Tech update, some practice

management

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2 Levels of AAN

• Sampler • Pro

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What You Get

• Pro – At least 1 each month

• Newsletter • Webinar • Forms, Samples, and Reports

– Periodically • Vendor webinars, discounts • Q&A – coaching • Reviews

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What You Get

• Sampler – At least 1 each quarter

• Webinar

– At least 1 each month • Newsletter

– Periodically • Forms, Samples, and Reports • Vendor webinars, discounts • Q&A – coaching • Reviews

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Pro vs Sampler

• Pro = more ebooks, especially on pricing, packaging, and sales cycle

• Pro = more webinars • Pro = more discounts • Sampler = 5 Simple Steps

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How We Deliver It

• Fully virtual – Community Forum

• Networking, Q&A, all materials, bonuses, library

– Webinars - GoToWebinar • PowerPoint, Transcript, Video

recording, and any handouts

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Return on Investment – AAN

• 1/3 members earned over $10K in a recent survey

• Nearly 2/3 earned over $2K

• We cannot promise or guarantee your results

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New

• Foundational webinar repeated every 2 months – Marketing, practice management

• Newsletter • Forms, Samples, and Templates

– A new one every month • Practice Management Mastery content • Ebook on Time Management

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New

• Practice Management Mastery content – Systems – CRM, Time and Billing, Accounting,

Project Management, Tax

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Getting Started

• Go to AccountantsAccelerator.com – Programs

• Accountants Accelerator Network Memberships

• Pro - $247 + $49/mo (annual save $158) • Sampler $147 + $22/mo (annual save $114)

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Your Action Items

• What one thing will you do from this webinar?

[email protected] 972-803-5868