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Are You Ready to Work Fewer Hours, Serve Your Accounting Clients Better, Step Up Your Selling and Marketing Skills, and Boost Your Revenue?
From: Sandi Smith, CPA, QuickBooks Certified ProAdvisor
Dear fellow Accountant:
Do you want to:
- Grow your QuickBooks, bookkeeping, accounting, or tax business, but dislike marketing and never seem to get around to doing it?
- Stop leaving money on the table and learn a couple of skills that could easily multiply your revenues?
- Discover the latest techniques on how to make more while working less that are used by some of the top business leaders today?
- Explore pricing, packaging, and positioning strategies that will help you attract the ideal clients you prefer to work with?
- Become part of a structured support system of growth-oriented entrepreneurs just like you so you don't feel so isolated and alone when you are looking for advice?
- Do your part to help turn around this economy so you can have more money coming in and breathe easier for a change?
If you said yes to any of the above questions, you're in the right place to learn about a program designed especially to help you grow your accounting business.
Business growth opportunities for accountants
Most QuickBooks consulting practices and accounting firms have three strategic opportunities to grow their businesses when it comes to marketing:
- Development of their sales and marketing departments. Many accounting professionals do not have much of a sales and marketing department in their companies. I will be so bold as to say that I feel accountants are conservatively leaving 60 percent of potential revenues on the table without this function fully developed in their business.
- Improvement in the time management, customer service, and personal growth aspects of practice management. The accountants that have not kept up with best practices, market changes, and their own mindset development are losing revenue and customers, plain and simple.
- Marketing and sales skill acquisition. Technical knowledge is important, but so is marketing and customer service skill development, and they are far too often overlooked.
The good news is that there is a better way.
As a CPA and QuickBooks Certified ProAdvisor in business for 15 years, I have spent the last 10 studying marketing, both inside and outside the profession. I am very excited about sharing my knowledge with you to help you grow your practice and serve your clients better.
A marketing program that works for accountants
I'm so excited to introduce the second year of the Accountant's Accelerator program. You get a multitude of tools which are designed to build your practice through client acquisition and revenue stream addition.
In 2012, our focus areas will be:
- Practice growth through marketing and selling skills training. We will focus on selling skills this year with the goals of increasing client conversions, getting you the right kind of clients, and helping the client see your value more clearly.
- A brand new practice management component. There are two major goals in this component: how to move to a more customer-centric practice and how to save time, cut overwhelm, and streamline your tasks and processes. I will be going behind the scenes with you to show you how to serve clients more effectively and efficiently to the point of them becoming your raving fans. This will increase referrals, client retention, loyalty, and the lifetime value of the customer, making your marketing dollars go even farther.
- Built-in accountability, motivation, and millionaire mindset tools. For those who are curious, I'll bring in my neuroscience background, sharing some insights about the accounting industry professional's brain (a tax person is very different from a QuickBooks consultant, and we will explore all of that) so that you can see how to change any self-sabotaging or poverty-based behaviors such as procrastination, over-delivering without charging, and much more.
- More profitable revenue streams. In our profession, clients want it done for them. This makes it harder to get away from the hours-for-dollars model, but not impossible. We'll learn how to move from hourly pricing to value billing with packages, and we'll do it in tiny steps so you will be more likely to take the plunge and implement. And once you do, I promise, you will never look back. We'll also cover how to sell leveraged services with spectacular profit margins such as products and group programs.
If you're a solopreneur or small practice owner, you need on your team a marketing director, even if she is not full time and just on a group consulting basis. In this program, I will be your marketing director. You will learn how to implement tools to find more clients, in less time, and with less budget than you have been doing in the past. You will now have someone you can trust who knows marketing and who is one of you.
If you're in a medium-sized business, I will be your marketing consultant, and your partners and marketing staff will have access to me through this program.
Here is what you will get:
- My best-selling foundational marketing course, a 250-page binder plus audio programs for accountants on how to get more clients: Five Simple Steps to Get More Clients, More Profits, and More Free Time for Accountants and Intuit QuickBooks ProAdvisors.
- My brand new P3 binder and audios on Pricing, Packaging, and Positioning, the three most powerful Ps in marketing.
- 4 in-depth marketing and selling training teleseminars on the lowest-cost, most effective marketing channels for accountants. We'll go deep on key topics to help you see what you need to implement at the lowest cost in your business to get clients from this channel.
- 3 practice management teleseminars which includes time management and more detail on time batching (this alone will pay for the year); client service tips and procedures you can steal; techniques to tame overwhelm; project, client, and engagement management; and other practice management strategies.
- 2 accountability teleseminars which includes neuroscience-based tools on understanding how the accounting brain is wired and a brand new perspective on how to beat procrastination and other self-defeating behaviors. This will not only help you understand and change yourself if you want, but it will also help you understand your clients' behaviors better so you can create a more effective and mutually profitable business relationship.
- A private (super secret) community forum of Accountant'$ Accelerator members where you can share resources, ask questions, and feel like you're supported and not alone with your business and marketing challenges.
- Monthly mastermind group calls led by an experienced 2011 alumni to improve accountability and synergize ideas with motivated peers.
- 4 live group Q&A teleseminar calls with me where you can call in and ask me your questions.
- All calls will be recorded and recordings will be available to you in case you can't make the live call.
Timely topics designed for practical business growth
Here are just a few of the topics that will be covered in this membership program that runs through December 31, 2012:
- Time Batching Unplugged: Learn all Sandi's juicy secrets for applying the best-practice time batching techniques. It's most certainly not your father's time management.
- Packaging: Freedom from Hours for Dollars - Learn how to create leveraged, value-based offerings that will get you away from the going-nowhere-fast, hours-for-dollars model that is pervasive in accounting.
- Pricing - Includes how to raise prices without losing current customers, how to deal with price resistance, and how to value-bill your packages.
- The Ultimate Sales Secret Weapon - You’ll learn the one technique that has made advanced marketers more money than any other single thing, plus it’s the key to selling to the
mid-market clients many of you want to move up to or continue to add to your portfolio.
- Attracting the Mid-Market Client - We'll show you sample proposals and presentations you'll need to go after the larger mid-market client.
- Positioning - Tighten your marketing messaging so you attract the right type of clients for you while spending the fewest marketing dollars.
- Online Marketing - We'll take a holistic approach to online marketing, showing you the strategies and an implementation path to achieve the 4-hour workweek that was made famous by Tim Ferriss's best-selling book.
- Taming Overwhelm - We'll share my best tips, step by step, for keeping your cool while getting more done in less time.
- And much more, all designed to help you work less (or get more done), grow your business, and increase your profits.

Here's what's in your foundation course, Five Simple Steps to Get More Clients, More Profits, and More Free Time for Accountants and Intuit QuickBooks ProAdvisors. I've jam-packed the content with easily implementable, high-payback information on methods I've been using with my clients for 10 years now, and they've made millions from my marketing advice. Although we can't promise you'll make millions, we're confident that when you implement just one tip from this binder, you'll see a difference in your practice. You'll learn:
- 4 tips to keep the clients you already have
- 23 ways to find new clients, and which method is costing you the most time and money
- 7 tips on boosting referrals so you don't have to wait for them to come to you
- When to raise your accounting or QuickBooks consulting fees, and what others are charging
- The least cost ways to find clients and how to maximize your client numbers and minimize your marketing dollars
- How to take the mystery out of marketing
- How to create a crystal clear elevator speech so that prospects go "Wow" and you don't have to market as hard
- How to get your web site marketing better for you
- The common marketing method everyone uses that is way too expensive!
- The one thing almost all accountants do that can be improved upon
- Tips on creating your marketing materials and 20 samples you can STEAL word for word to use in your business
- 4 sample forms to boost referrals
- Exact wording I use to get killer testimonials
- Sample web home page copy and what should be on your web site
- 5 sample follow-up emails you can use on prospects
- Sample tweets for social media marketing
- Sample direct mail letter
- Sample flyer
- Sample proposal
- Sample intro letter to a prospect
- And much more
- Counter-intuitive marketing ideas that work
- The marketing methods that pay back the fastest
- How to move from waiting for clients to come to you to proactively attracting ideal clients
- Step-by-step what to do to make your marketing more effective, even if you've been around for a while
- What skills you need to implement each marketing method and why they are crucial to your success
- The two mistakes that accountants make when networking and what to do to fix them
- How to get your very first client if you are starting out or starting a new line of service
- How to get your marketing mapped out for the year without having to create a big fancy marketing plan
- Which marketing methods you can close clients with right away and which ones take more time
- The 3 systems you need to put in place behind the scenes to make your marketing work
- 6 marketing trends?
- How to compute Return on Investment for each marketing method you implement
- Tips on how to get all this done without taking up all of your time
- And much more

A fun way to earn CPE
Earn up to 8 hours of QAS self-study CPE and up to 9 Group Live hours with Accountant'$ Accelerator. Please note for Group live credit, you must dial in and be on the line for at least 50 minutes per call.
Click here for CPE details including program objectives, prerequisites, number of CPE hours, field of study, and more.
Sandra L. Leyva, Inc. is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be submitted to NASBA through its website: www.learningmarket.org.
Refunds
Participants may request a refund for a CPE course within 30 days of the purchase date. The course binder and all materials must be returned in a resalable condition to the Indiana warehouse at 2001 N. Hunt Street, Terre Haute, IN 47805. Shipping fees are the responsibility of the purchaser.
Complaint Resolution
For service and support, please contact our offices at Sandra L. Leyva, Inc., 3964 Rivermark Plaza, Suite 416, Santa Clara, CA 95054, support@sandismith.com, 408-971-1104.
Start getting outstanding results in your accounting business with less effort, now.
I'm a CPA and Certified QuickBooks ProAdvisor who has been delivering marketing advice for accountants since 2001 via Intuit's ProConnection newsletter (and before that, for the AICPA), but just in case you've never heard of me, I want to help you eliminate your risk of doing business with me by providing my 100% satisfaction guarantee.
All of our products are backed by our 100% satisfaction guarantee.
If, for any reason, you are not completely satisfied with this program, simply return the program to me in resalable condition and ask me for a prompt refund within 30 days of your purchase.
Ready to get more clients now?
Here's what you get:
Five Simple Steps to Get More Clients, More Profits, and More Free Time for Accountants and Intuit QuickBooks ProAdvisors binder and audio, plus a 70-page bonus, 50+ Tips to Propel Your Online Profits (a $297 value)
P3: Pricing, Packaging, and Positioning for Accountants and Intuit QuickBooks ProAdvisors binder and 3 audios (a $247 value)
 4 in-depth Marketing Training teleseminars/webinars (a $397 value)
 3 Practice Management teleseminars (a $297 value)
 2 Accountability teleseminars (a $97 value)
 4 live group Q&A teleseminar calls with me where you can call in and ask me your question (a $597 value)
 CPE for CPAs: Up to 8 hours QAS self-study and up to 9 hours group live (a $297 value)
 Community forum and monthly mastermind calls (a $297 value)
 Bonus: My popular "7 Surprisingly Simple Strategies to 6- and 7-Figure Freedom" MP3 (a $97 value).
 Vendor discounts, success stories, bonuses, surprises, and more.
I love rewarding fast, decisive action
The next 10 people to register get my famously popular "On Millionaire Time" audio (value $97). Just one of these not-well-known but incredibly life-changing tips (and there are 9) can revolutionize your relationship with time, your clients, and your business. Why learn from time management experts making $50K a year when you can get these tips from multi-millionaire biz owners (some of whom are moms with toddlers) who are the most-time starved, yet amazingly productive people on the planet.
It's not too late! Get in now on the program everyone's talking about!
Two Ways to Pay:
Don't delay. Register now!
Need help deciding?
Members say:
"Words cannot describe the success rate in just a couple of months."
"I want to personally thank you for 5 Simple Steps! I have not yet implemented everything, so I'll just mention the ones we have: a) Our Office does Payroll but we weren't aggressively Marketing the Service until I got involved with you and the Results/Responses have been great. b) NUMBER ONE (1), EL NUMERO UNO is PRICING, PRICING, PRICING : I/we use to FLIP-FLOP and try to evaluate what we THINK people can pay e.g. We neglected to even input FIRM Price for Tax Returns in our Software, we would charge per Return. Well Sandi, since getting involved with you through 5 Simple Steps and the Accelerator Program, we have "Fixed Pricing" for ALL Tax Returns using FORMS Price, Schedules Price, Worksheet Price and WOW, WOW! There have been Returns where I would have been charging $500 and now charging 3 to 4 times NOW and GUESS WHAT, the CLIENTS are Paying and NOT Complaining because they are seeing the Detailed Price so they know/perceive that it is NOT a number that was Randomly Chosen. Ohh, ohh, one more: "Package Pricing" - words cannot describe the success Rate in just a couple of Months since the Call. We have Clients requesting and signing up Monthly Consultation including in their Accounting and Tax Agreement. Sandi Smith - YOU ROCK!
"Helped me define who I wanted to serve and my message."
"I first found Sandi Smith on the QuickBooks ProAdvisor web page in 2010, my first tax season with my own firm. I bought her book, 5 Steps to Get More Clients, because I only had 5 and needed some and liked that it was written by a CPA. I got great information from the book that helped me define who I wanted to serve and my message and my practice grew.
I went on to hire Sandi for one on one coaching for a month before tax season in 2011. Within a week after implementing some simple guidance from her first call I was able to sign up a high 4 figure client that I had been trying to bring on for a while. She has also helped me clarify my staffing needs and hiring process, improve my time management, learn how to improve my marketing systems and much much more. Because of Sandi's help I was able to triple my gross revenues from 2010-2011 and expect to do the same in 2012.
Sandi's CPA and QuickBooks background, degree in neuroscience, and experience in the accounting field are a rare combination and makes her uniquely qualified to help accountants start and/or grow their business beyond what they think is possible. I highly recommend her.
"I have received more value from the course than it cost me"
"I joined Sandi Smith's Accountant'$ Accelerator program about ½ way through. Since each session is recorded and downloadable (along with the materials), I really didn't miss out. I have learned so much from the program and have received more value from the course than it cost me. Sandi understands accountants, how we're made up, and the nature of our industry. She uses this understanding us to approach us in effective ways, enabling and guiding us to achieve greater success in areas that we are typically not comfortable in: sales, marketing, and pricing; developing our value in new ways.
Each session, Sandi was very generous with specific, immediately useful information that I implemented to quickly affect change in my company. This program covers a very complete spectrum of what accountants need to start a new practice or to develop their existing one. I highly recommend the Accountant'$ Accelerator program. I'll be referring back to this material for years to come."
"You tailor it to each individual"
"Thanks so much for your 2011 Accountant Accelerator class. I learned so much that I immediately signed up for the 2012 class. My business presentation is much more professional after all of your advice and coaching - my website, my added newsletter, the way I present my product to my clients, and just my confidence in selling myself. Not only did you provide great content , you were accessible for questions, gave us homework to complete and actually critiqued it, and presented the class to us in a way that made it easy for us to choose "our personal way" to market. Your teaching skill are wonderful - you don't tell us what to do - you help guide us into making our own decisions. When we have the choice of how to market our product - we are much more motivated to do the marketing. Thanks so much for provided us with all this great content."
Cherri Rapp, Certified Advanced QuickBooks ProAdvisor Cherri Rapp and Associates
www.rapp-lcc.com
"We're earning more revenue."
"Instead of moping around when my competitor poached another client, I took a different attitude. By focusing on client retention, we've made sales and saved a monthly residual that was making us approximately $2000 per month. I've become more focused on doing a better job with my clients rather than taking on everyone. I feel more organized and caught up and we're earning more revenue."
Carrie Kahn, ISP, Advanced Certified QuickBooks ProAdvisor Complete Business Solutions www.complete-biz.com
"Brought in a $3600 client."
"I implemented four ideas from Sandi's Accountant's Accelerator program: One brought a 23% increase in revenue over last year from my top 10 clients. The second increased overall revenue by 10%, the third idea helped me land a $2400 project, and the fourth one brought in a $3600 client."
"I've gained so much momentum"
"When I first heard Sandi mention "Offer packages to your clients", I was a little skeptical. My first thought was "I'm going to lose my shirt that way. Doesn't she know that the economy is bad?" :) Nevertheless, I decided to give it the "old college try" and began offering packages last month. Today, I signed up another new client for Quickbooks setup and training. During our phone conversation, I asked "How did you hear about us? What made you decide to choose our services?" She responded that I was the only one that offered packages with detailed explanations of the services provided. Everyone else responded with the traditional one sentence answer "I charge X dollars and hour". This really made my day! In just a short time, I feel like I've gained so much momentum by following this program."
"A great motivator for me"
"Your ideas and wording are very helpful. It is truly amazing how quickly you come up with such great wording. I really feel your program has been a great motivator for me and my practice."
"Actually implementing some things!"
"Really getting a lot out of it and actually implementing some things!"
"I have increased my rates by 50%"
"After listening to your materials I have increased my rates by 50% which has resulted in increased profit."
"I feel supported."
"I really feel much more structured and focused working with you and the Accountant'$ Accelerator program. I feel like I have a plan and that helps me a lot. I feel supported so thanks!
CPA
Small CPA firm
Legal Disclaimer: Every effort has been made to accurately represent our program and its potential. The testimonials and examples used are not intended to guarantee that anyone will achieve the same or similar results. These results are not an average. Each individual’s success depends on his or her background, dedication, desire and motivation. As with any business endeavor, there is an inherent risk of loss of capital and there is no guarantee that you will earn any money.
I can't wait to welcome you into the program and get started helping you fill your accounting or QuickBooks practice.
To your success,
Sandi
P.S. One more bonus: I'm throwing in free shipping (U.S. orders only), too. You'll get "5 Simple Steps" and "P3" binders when you order.
Don't Wait!
Get started now.
Sandra L. Leyva, Inc.
3964 Rivermark Plaza, Suite 416
Santa Clara, CA 95054
United States
Copyright Sandra L. Leyva, Inc. 2012
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