Accountant’s Accelerator Network Sneak Peek July 2, 2014...Accountant’s Accelerator Network...

Accountant’s Accelerator Network Sneak Peek July 2, 2014

Sandi Smith Leyva, CPA Certified QuickBooks ProAdvisor, Xero Certified Advisor

Where to Get Your Materials

• AccountantsAccelerator.com/accelerator-sneak-peek – PowerPoint – Video recording

Agenda

• The 3 skills you’ll need to take your accounting business to the next level, whether that means more growth, increasing your business’s market value, or making changes to suit your lifestyle

• How to get more accountability, direction and clarity when it comes to making smart business decisions

Agenda

• What’s covered in the Accountant’s Accelerator Network membership, and the difference between the 2 levels: Sampler and Pro

• Exactly what webinars we have planned and what materials we have available for you in the program

Value of this Webinar to You • Less stressed-out • Relief of not having to figure this stuff out yourself • Boost your revenue or profits or both • Gain clarity about your next steps • More time with your family or more leisure time • Better planning – moving from reactive to proactive

About You

• Accounting Professional – Have your own accounting practice

• 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

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About You

• Services – Controller, CFO, bookkeeping, accounting, payroll – Tax, write-up – Software consulting, setup, conversion, training,

troubleshooting, reseller

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Why Me? • Grew up in Dallas, TX

Why Me?

• CPA • Certified QuickBooks ProAdvisor

Why listen to me

10 10

Why listen to me

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“Trust me when I say you need the Kool-Aid Sandi's drinking!” --JJ Virgin, Celebrity Nutrition & Fitness Expert

More testimonials: http://accountantsaccelerator.com/testimonials/

My Why

• You are all a best-kept secret • Clients need you more than they think • You have the answers to help small business

thrive • It’s about prosperity for everyone

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3 Skills You Need

• Time Management

3 Skills You Need

• Marketing – Includes Pricing!

Marketing Is a Skill • On a scale of 1-10, how would you rank your marketing

skills?

• Dirty little fact: Marketing vs. technical education

• Price-sensitive clients?

3 Skills You Need

• Practice Management

What It Costs

• On average, a 40-year career – Each year we under-earn, we lose the

opportunity forever

• How many people we fail to help because we’re too shy to market

What It Costs

• Failing to take risks

• Failing to believe in yourself and invest in yourself

3 Skills You Need

• AAN’s 5-prong approach

Accountability

• Survival • Self-discipline • Partner • Mastermind • Coach • Community

Direction

• Consultant • Coach • Training • Yourself

Clarity

• Coach • Training

What I Do

• Coach ($17,000) • Mastermind group once a month • Buddy partner in the Mastermind • Employees I need to feed • Burning desire to help accountants and the

industry

What Gets in the Way

• Pride • Do it yourself • Unwillingness to invest • Unwillingness to take risks • Lack of confidence

Cost of Procrastinating

• Website – $1K - $2K per month in additional revenues – Assume conservative $500 per month – Month 1: $500 loss – Month 2: $1,000 loss – Month 3: $1,500 loss – 3 months: $3K loss – 6 months: $10,500 loss

Our Programs

• AAN – Marketing and practice management,

focused on long term steady growth • JumpStart

– Get clients fast – very focused on one goal

• vCon – Tech update, some practice

management

2 Levels of AAN

• Sampler • Pro

What You Get

• Pro – At least 1 each month

• Newsletter • Webinar • Forms, Samples, and Reports

– Periodically • Vendor webinars, discounts • Q&A – coaching • Reviews

What You Get

• Sampler – At least 1 each quarter

• Webinar

– At least 1 each month • Newsletter

– Periodically • Forms, Samples, and Reports • Vendor webinars, discounts • Q&A – coaching • Reviews

Pro vs Sampler

• Pro = more ebooks, especially on pricing, packaging, and sales cycle

• Pro = more webinars • Pro = more discounts • Sampler = 5 Simple Steps

How We Deliver It

• Fully virtual – Community Forum

• Networking, Q&A, all materials, bonuses, library

– Webinars - GoToWebinar • PowerPoint, Transcript, Video

recording, and any handouts

Return on Investment – AAN

• 1/3 members earned over $10K in a recent survey

• Nearly 2/3 earned over $2K

• We cannot promise or guarantee your results

New

• Foundational webinar repeated every 2 months – Marketing, practice management

• Newsletter • Forms, Samples, and Templates

– A new one every month • Practice Management Mastery content • Ebook on Time Management

New

• Practice Management Mastery content – Systems – CRM, Time and Billing, Accounting,

Project Management, Tax

Getting Started

• Go to AccountantsAccelerator.com – Programs

• Accountants Accelerator Network Memberships

• Pro - $247 + $49/mo (annual save $158) • Sampler $147 + $22/mo (annual save $114)

Your Action Items

• What one thing will you do from this webinar?

Sandi@AccountantsAccelerator.com 972-803-5868