a sneak peek into accountant's accelerator 2014 · 2013-07-29 · a sneak peek into...
TRANSCRIPT
A Sneak Peek into Accountant's Accelerator 2014
Sandi Smith Leyva, CPA, CMA, MBA, Certified QuickBooks ProAdvisor, Xero Certified Advisor
Where to Get Your Materials
• AccountantsAccelerator.com/sneakpeek – PowerPoint – Video recording – Link to generate your CPE certificate
Agenda
• What most accounting practices are doing wrong in marketing that costs them
• The 3 skills you’ll need to take your accounting business to the next level – For more growth – Increasing your business’s market value – Making changes to suit your lifestyle
Agenda
• 5 ways accounting professionals are leaving easy money on the table
• How to get more accountability, direction and clarity
• The all-new 2014 program
About You
• Accounting Professional – Have your own accounting practice –
doing < $500,000 /year • Looking to grow or improve your
business – Starting your business – In your first three years – Experienced but working too hard – Stuck at same income level
5
About You
• Services – Controller, CFO, bookkeeping, accounting, payroll – Tax, write-up – Software consulting, setup, conversion, training,
troubleshooting, reseller
6
Who Is Sandi Smith Leyva
• Started doing people’s books in college • CPA, MBA, CMA • Accounting and IT experience
Who Is Sandi Smith Leyva
• Started my own business in 1993 after layoff – Very scared, hated marketing – Drove all over city fixing QuickBooks problems, doing
quarterly payroll returns, etc. – The day I had a wreck
Who Is Sandi Smith Leyva
• Worked with AICPA and Intuit • You might know me as Sandi Smith • Marketing services since 1998 • Studied and coached with
millionaires and billionaires • Started Accountant’s Accelerator in
late 2010
What’s Wrong
• What most accounting practices are doing wrong in marketing – Too much reliance on referrals – No skill development – Reactive or inactive and not proactive – Using the most expensive channels – Not fully developing their channels
and giving up on them
What’s Wrong
• Core problem – Discomfort – False beliefs to justify non-action
• “Shouldn’t have to” • “Only desperate people need to market”
What’s Wrong
• We don’t realize how much our lack of marketing knowledge is costing us
• More critical: clients are going without our expertise, and they are suffering
5 Ways It’s Costing Us
• Using the wrong / more expensive / less effective marketing channels – Higher marketing costs
• Not doing the 4 things you need to do to increase client retention – Higher client attrition
• Poor selling skills, no selling process – Need for more leads
5 Ways It’s Costing Us
• Serving the wrong type of client – Working too much and too hard
• Emotionally caving on pricing or pricing too low – Over-delivering – Giving away services for free – Scope creep because you are too busy
to stop – Employee-level service
3 Skills You Need
• Time Management • Marketing
– Includes Pricing! • Practice or Project
Management
How to Fix It
• Training for skill build • Accountability for implementation success • Clarity, focus and direction
Return on Investment – AA Programs
• 21+ forms, checklists, and procedures in AA2013 – $2,100+
• Lower marketing costs – $3,000- $5,000
• Additional revenue from new and current clients – $1,000 - $50,000
• Price increases – $5,000 - $25,000
• Revenue from new staff hired – $10,000 - $30,000
3 Levels of AA 2014
• Training – Core program • Accountability – Core + Mastermind • Clarity, focus and direction – Elite private
coaching
Who is in AA 2012/3
• http://accountantsaccelerator.com/programs/fit-in/
What You Get
• Time management – these ideas are not practiced in our profession – 1-2 hour per day pickup when
implemented • Huge time savers
– Writing templates/samples – Checklists, forms, templates – Marketing materials
What You Get
• Marketing skill build – Marketing channels in order of
lowest cost – Plans for each channel – Case studies of peer successes – Checklists, samples, forms, ideas
for reducing the reinvention of the wheel!
– Writing
What You Get
• Practice Management – Sample budgets, sample P&L – Planning ideas – Staffing forms, interview process – Checklists, forms, procedures – Case studies – Metrics
How We Deliver It
• Fully virtual – This program was designed by a
billionaire • No one else in Accounting is doing what
we’re doing – Webinars
• PowerPoint, Transcript, Video recording, and any handouts
– Community Forum • Networking, Q&A, all materials,
bonuses, library – Case Studies – Checklists, forms, samples, templates
Special Offer
• www.FillYourAccountingPractice.com • Price break ends August 5, 2013
Special Offer
http://FillYourAccountingPractice.com
Discount Pricing Ends August 5, 2013
3 Levels to Choose From
(You can always upgrade later at no penalty)
2 ways to pay
Bonus
http://FillYourAccountingPractice.com
First 50 people
Bonus webinar: The $15/hour objection
Spreadsheet $15 – Your Rate
Your Action Items
• What one thing will you do from this webinar?