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April 24, 2018
5:00PM - 7:00PM ET


May 23, 2018
5:00PM - 7:00PM ET


Business Mgmnt and Org

Course Description

You might be an expert at all things accounting and financial, but there is another set of skills required to be an entrepreneur and run your firm. In this session, we'll cover a slew of topics designed to help the accountant with the business side of their firm, including time management tips from multi-millionaires, how to build processes so you don't reinvent the wheel, how to onboard a client professionally, systems to consider, common industry metrics, and a bit on project management.


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

Business Mgmnt and Org
Jul 6, 2016

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

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

  • List at least five processes you need a procedure for
  • Identify at least two systems you need to serve clients
  • Define a time management technique that has saved accountants 10-20% of their day when implemented

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