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

client service opportunities

five things accountants take for granted that costs them real money

what we know that clients don’t even know they need.

by sandi leyva

i’m pretty sure that i am not the only accountant who has made the following mistakes with clients. here are a couple of ideas to help us remember what we know that the client doesn’t and why it costs us when we forget.

more sandi leyva: what’s in your new client funnel?  |  what’s in your welcome kit for new prospects?  |  five fun and easy ways to wow your clients   |  six ways to give yourself a raise   |  strategies to stop losing business to competitors  |  five tips to manage your ‘overwhelm’ level  |  easy ideas for a quick business boost  |  four new mega-trend marketing strategies |  how to stop leaving money on the table

1. clients do not know how to evaluate our technical skills.

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outlook & analysis

what’s in your new client funnel?

 three simple questions to test your revenue forecast.

sandi smith
sandi smith

by sandi smith, cpa
accountant’s accelerator

you may have heard about the marketing funnel before.  there are lots of variations, and i want to cover it in a way that helps us examine our mix of products, services, and prices.

the funnel can be pictured like a big “v.”  at the top, wide-open part, there are a lot of prospects interested in your services and products.  at the bottom, narrow part, there are a few select customers who buy the most from you.

see more from sandi smith at 卡塔尔世界杯常规比赛时间 (log in now or 2022世界杯足球排名 membership here):

what’s in your welcome kit for new prospects?
five fun and easy ways to wow your clients
six ways to give yourself a raise
strategies to stop losing business to competitors
five tips to manage your ‘overwhelm’ level
easy ideas for a quick business boost
four new mega-trend marketing strategies
how to stop leaving money on the table

near the top, you will have all of your lowest-cost offerings, perhaps those under $100.  in the middle, your medium-priced products and services will be positioned, and at the narrow, bottom, you will have your most expensive offerings.

the funnel is a fairly simple concept; however, we can glean quite a bit if we ask ourselves these questions: read more →

outlook & analysis

what’s in your welcome kit for new prospects?

eight must-have’s and 10 more new ideas.

sandi smith, accountant's accelerator

by sandi smith, cpa
accountant’s accelerator

if you’ve spent any time at all in business talking with prospects on the phone or in person, then you probably have a list of benefits or advantages that you like to mention about your company to every prospect.  you may have a very structured way of going about this, and you may not.

in any case, building a prospect kit will help you become even more consistent in the presentation of your company’s strong points to prospects.  and, it’s absolutely essential as you move into larger and larger business deals.

see more from sandi smith at 卡塔尔世界杯常规比赛时间 (log in now or 2022世界杯足球排名 membership here):

a prospect kit is a sales tool that you can use to communicate information about your business to prospects.

here’s a list of the most basic items that can go in an initial prospect kit: read more →

management

six ways to give yourself a raise

sandi smith, the accountant's acclerator
sandi smith, the accountant’s acclerator

start by knowing your “opportunity number.”

by sandi smith, cpa
the accountant’s accelerator,
a 卡塔尔世界杯常规比赛时间 affiliate

when i worked in the corporate world, it was always great to get a raise.  now that i am an entrepreneur, raises are replaced by increases in revenue and profits.  more revenue and profits are nice, as long as we’re not working correspondingly more hours.  so how can we give ourselves a true raise: work the same amount of hours or less and make more?  here are a few strategies for your consideration:

1. take on more profitable work by knowing your opportunity number. 

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