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July 24, 2018
3:00PM - 5:00PM ET


August 28, 2018
11:00AM - 1:00PM ET


September 25, 2018
11:00AM - 1:00PM ET



Course Description

As bookkeeping services become increasingly automated, your clients will be looking to their trusted advisors for more complex services and guidance. Help your small business clients improve their financial literacy and their business success while making more for yourself. This course helps you identify your clients' needs and how to better prepare your practice to meet those needs.


Sandra Leyva

Sandi Smith Leyva is a CPA and holds an MBA in IT from the University of Dallas. She also holds a MS in Applied Cognition and Neuroscience. Sandi is the founder of Accountant's Accelerator, which has helped thousands of accountants earn more, work less, and serve their clients better through her innovative coaching and training services. Sandi is the author of 30 books and over 1,500 articles and has presented hundreds of educational programs. Over the years, Sandi had received numerous awards. In 2013 she received the 2013 Small Business Influencer Community Choice Award, was named one of Accounting Today's "Top 100 Most Influential People in Accounting," and was awarded the Stevie Women in Business Maverick of the Year Award. In 2014 Sandi received the Apex Award of Excellence and in 2015 was recognized as one of CPA Practice Advisor's Most Powerful Women. In 2016 Sandi was named a CPA Practice Advisor Top 25 Thought Leader. Sandi is one of a handful of women in the world who has co-piloted a six-seat, single-engine airplane over the oceans and around the world. Her book, Following Amelia: A Modern Day 'Round-the-World Flight, describes her death-defying adventure along with the two award-winning humanitarian trips she managed to fit in along the way. In her spare time, she loves hiking, traveling to remote places, and empowering women from poverty to prosperity through her nonprofit.

Course Specifics

Aug 4, 2017

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the financial issues and concepts that small business clients often struggle with
  • Cite the four ways to help your small business clients boost their revenue, speed up with cash flow, increase their profits, and analyze their pricing
  • Identify a dozen tools you can implement into your work with clients to boost their business success

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