three time tips for tax season

time is money : clock hands on $100 bills

some discipline will make your practice better.

by sandi leyva
the complete guide to marketing for tax & accounting firms

no matter what time of the year it is, it seems like there is never enough time for entrepreneurial accountants to get everything done. here are three not-so-common ideas on how to make the most of your time.

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1. promote yourself.

if you were ever an employee, hopefully you got promoted to a higher position, leaving lower-paying tasks to someone else. now that you are an entrepreneur, it’s time to do the same. make a list of everything you are still doing that if an employer paid you, you would get $10 per hour. then find someone to do those things. this will free you up to work more on your business and on the higher-payback things you may not be getting to now.
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ten tips for a better busy season

woman holding eyeglasses and looking at laptop screen

some of these you may want to keep year round.

by sandi leyva
the complete guide to marketing for tax & accounting firms

another busy season is upon us. are you feeling excited, anxious or dread?

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it’s probably a mix, but hopefully there’s more excitement than any other emotion because you will be helping so many more people during busy season than any other time of the year. here are 10 easy-to-implement ideas to help your busy time go smoother than ever.

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five ways to make your services an investment, not an expense

businessman holding idea light bulb; dollars passing through grow larger

put your problem-solving skills to use.

by sandi leyva
the complete guide to marketing for tax & accounting firms

every business needs to do some level of bookkeeping for a couple of reasons:

  1. various government agencies require reporting and payments based on the company’s results.
  2. the owner needs a certain amount of information to manage their business and keep it profitable.

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many business owners hire us grudgingly for compliance work because they have to. and they consider what they pay us as an overhead expense that is a required cost.

but what if we could turn that perception around?
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focus on value first

hand moving triangle along beam to indicate balance between price and value

don’t discuss fees as soon as a potential client calls.

by sandi leyva
the accountant’s accelerator

how do you talk to a prospect or client about your fee?

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some of the answers i have heard are:

  • “it depends.”
  • “tell them and get off the phone as fast as possible.”
  • “i don’t know.”
  • “what is your budget?”

most accountants spill the beans about their rates way too early in a conversation with a future client. so when should you talk rates?

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