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growth strategies

three must-have checklists for your practice

checklists work for astronauts. why not accountants?

by sandi smith leyva
accountant’s accelerator

airplane pilots and astronauts have checklists for just about everything they do.  checklists promote performance consistency, make it easier to learn new procedures and increase safety exponentially.  in accounting, we can learn from the airline industry and apply checklists to certain areas of our practices in order to reap similar benefits.   here are three areas of your accounting practice that can benefit from checklists: read more →

outlook & analysis

two steps to easy upsells

by sandi smith leyva
accountant’s accelerator

adding revenue does not have to take much time or money. start by going after the low-hanging fruit.

open excel or your favorite spreadsheet tool, and make a worksheet from the sales numbers in your accounting system. list the name of each current, active client you have in the rows of the spreadsheet. across the top, make columns for each service you offer. for example, if you offer tax, bookkeeping and quickbooks consulting, you will have three columns.

you can break your revenue out any way you like. the more columns, the better.

then, drop in your revenue numbers from your accounting system. in quickbooks, you may be able to run your sales by customer summary to make it faster. you can create the columns by class, if that’s what you use to break out your revenue by service line.

that’s step one, to create your spreadsheet. step two is the fun part.

read more →

outlook & analysis

five thinking patterns that will keep you playing small

what makes you flinch?

by sandi smith leyva
accountant’s accelerator

if you feel you should be doing better than you are in business, you may have a belief pattern that is unconsciously holding you back. the first step is to bring it to the surface. only then can it be addressed, released and replaced with a belief that will lead you to increased success.

here are five of the most common thinking patterns or beliefs that will keep your accounting business from growing. read more →