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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
6
About You
• Services – Controller, CFO, bookkeeping, accounting, payroll – Tax, write-up – Software consulting, setup, conversion, training,
troubleshooting, reseller
7
Why Me? • Grew up in Dallas, TX
Why Me?
• CPA • Certified QuickBooks ProAdvisor
Why listen to me
10 10
Why listen to me
11
“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
12
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)