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June 22, 2018
1:00PM - 3:00PM ET


Business Mgmnt and Org

Course Description

As accountants, attracting clients is an important part of the business. In this course, we'll share the ten places where you can find more small and mid-sized business clients (from 0 to $20 million in annual revenue), as well as lay out a simple planning process that will keep your marketing costs low. You'll also learn how to attract niche clients including affluent individuals and mid-market businesses.


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 the top 10 marketing channels used by CPAs to acquire small and mid-sized business clients
  • Identify the channels that are underutilized as well as what buyers want more of from CPAs
  • List the steps required for developing a market

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