Jump-Start Your Accounting Business

2 Credits: Business Management & Organization


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Jump-Start Your Accounting Business

Course Level
CPE Credits

2 Credits: Business Management & Organization

Course Description

Starting a CPA practice can be a difficult at first. If you’re in your first three years of business or your practice is half full or less, then you need to get cash and clients in the door fast. This high-energy crash course will help you jump-start your accounting business fast and develop basic marketing skills you can use for decades. Topics covered include where to find new clients and how to market yourself for fast client acquisition.

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Learning Objectives

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

  • Identify at least 20 places to find new clients
  • Define the one secret that will help you fast-track client acquisition
  • List at least three marketing materials you will need
  • Identify actionable items you can execute to find new clients fast
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Course Specifics

Course ID
Revision Date
June 8, 2020


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Sandra Leyva Headshot

Sandra 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, Sandra Leyva has received numerous awards. In 2013 she received the 2013 Small Business Influencer Community Choice Award, was named one of Accounting Today’s …

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