here’s what you’re looking for: sandi smith leyva

outlook & analysis

how to build a marketing plan on an excel spreadsheet

7 key elements.

by sandi smith leyva, cpa
accountant’s accelerator

it’s quite common for accounting firms (even the regionals) to have no marketing plan in place. the marketing plan might very well be, “get as many referrals as we can.” or it might be a number for each partner (which is not a marketing plan). or it might be, “if it’s not busy season, i’ll go to my business networking international group.” none of these are plans. they are individual marketing tasks and components. read more →

outlook & analysis

3 steps to business clarity amid the sea change in accounting

by sandi smith leyva, cpa
accountant’s accelerator

with 2014 upon us, it’s a good time to take stock of where we stand for the year, plus regroup as needed before the busy season begins. with so many changes in software, politics, tax laws and global standards, it’s pretty easy to feel a little disorganized.

here are three steps to help us take stock of our foundational business goals, re-evaluate our big picture and get us centered as we enter this new phase. read more →

outlook & analysis

does your website have the winning formula?

follow the 5 c’s to a better website.

by sandi smith leyva

it might feel like the internet, your website, and marketing in general is just one big game of chance.  large companies gamble millions on superbowl commercials, while small companies gamble on trade shows, networking groups, and answering the next hot rfp.  the question is, is there a better way to market and get clients that doesn’t feel like gambling?

when it comes to websites, there is a surefire formula you can follow to make sure your web site brings you business, no matter what your business.  i call it my 5c formula.  let’s take a closer look: read more →