Invite Sandi Smith to Speak to Your Group


Need a seasoned speaker with fresh content to dazzle and energize your audience? We offer keynotes, concurrent conference sessions, local talks, and workshops ranging from 20 minutes to 3 days. Let us know what your group needs.

To book Sandi to speak to your group or to find out more, contact our office at 972-985-9129 or email us.

Our Most Requested Topics

Revenue Revolution: 10 Simple Strategies to Serve More Clients and Boost Your Business

In this session, you’ll discover some new ways to attract clients, create new revenue streams, and grow your business. You will learn:

  • 5 marketing mistakes to stop doing that are costing you profits
  • How you may be leaving 60% of your potential revenues on the table and worse, working harder and longer hours than you need to
  • 5 simple strategies to grow your business, reclaim the revenue you might be leaving on the table, and keep the clients you have

Don’t miss this chance to discover refreshing new solutions to boost your accounting or QuickBooks consulting business.


“Sandi’s presentation took me from wishful thinking, hoping, and praying and believing to an intentional plan of action that will catapult me toward the fulfillment of my dream.” –Tami Molander Dempsey

“I liked Sandi’s simplicity and easiness in explaining marketing terms and processes. She is knowledgeable about her material and different markets available to different groups. Through Sandi’s presentation I was able to figure out my market and how to access it.” – Jackie VanCampen


“Your comment about marketing your business can have a better impact than improving your core skill set helps in prioritizing my to-do list.” — Theresa Oatman, Stock Connections Inc.

16 SEO Secrets to Get Higher Search Engine Rankings, More Leads, and More Revenues in Your QuickBooks Practice

More than two million people a month enter the word “QuickBooks” into Google. Since the vast majority of QuickBooks consultants’ websites are not optimized to benefit from these searches, there is an untapped opportunity waiting for you. In this content-packed session, Sandi Smith Levya will reveal her profit-building secrets behind this almost-free, highly-underutilized marketing channel. Find out:

  • The biggest mistakes QuickBooks consultants make with search engine optimization (SEO), Google AdWords, or when hiring someone to do SEO.
  • How to determine the right keywords to optimize your site for (and which ones are a waste of time).
  • Several easy-to-implement SEO techniques you can use to significantly propel your search engine rankings so you can get more leads.
  • Which tools to use to track your results (besides Google analytics).

22 Ways to Find New Clients and Boost Your Business Revenue

Are you looking for new clients in all the wrong places? This session will give you some new ideas on where to look for clients that will be ideal for you. You’ll gain some insight as to which of these 22 places are cost-efficient and which are more expensive so you can become more proactive at planning your marketing strategies. Find out:

  • Which marketing method you are likely using that is costing you too much money and time
  • The least cost ways to find clients and how to maximize your client numbers and minimize your marketing dollars
  • Which marketing methods you can close clients with right away and which ones take more time
  • What skills you need to implement each marketing method and why they are crucial to your success

“Thanks for creating and conducting your webinar for our sales channel. Although it was only a few days ago, we have already received numerous for a follow-on session. We appreciate your knowledge and professionalism. There is no question that this will be the beginning of a seminar series for our software reseller channel.”
David Render, Chief Operating Officer, AccountMate Software Corporation

“Revenue Clarity was a great webinar series. It is such a different perspective on setting income goals, and how to accomplish them. I believe this will help me in the next couple of months to understand where and how to get more clients.”
Cherri Rapp, Advanced QuickBooks ProAdvisor, Cherri Rapp and Associates

“Your Revenue Clarity Webinar series was worth every penny! You have simplified so many of the complex variables involved in helping a small business person create a viable marketing plan that reflects their own unique Revenue Plan. Your sessions helped me focus to identify exactly what I want my marketing plan to be, and why. Thank you, Sandi!”
Barbara Kennedy

“Recently our company contacted Sandi to do a webinar for our Partner Channel, helping them with 5 steps that would encourage marketing efforts quickly, easily and without a lot of expense. Sandi brought energy, expertise and creativity with a comfortable delivery. Effortlessly she introduced ideas that were pure gold, I highly recommend her.”
Bill Bailey, Director of Sales, AccountMate Software Corporation

So You Want to Be a Coach: How to Add Coaching to Your QuickBooks Practice

Do you have a desire in your heart to become less of a QuickBooks technician and more of a financial coach to your clients? Adding coaching to your repertoire of skills and services may be the answer for you. Coaching is a fast-growing profession that’s still relatively unknown but badly needed in the SMB world. (We’ve all seen clients do “stupid” things with their business finances that we could have helped prevent if only we had the platform and tools for clients to listen to us.) In this session, find out:

  • Top trends in coaching and the coaching topics that are best suited for QuickBooks consultants.
  • Top trends in coaching and the coaching topics that are best suited for QuickBooks consultants.
  • How to run a sample coaching session.
  • The initial steps to take to add coaching to your QuickBooks consulting practice.

On Millionaire Time: 9 Insider Time Management Secrets to Run Your QuickBooks Business Better

If you struggle with how to get it all done – serving clients, marketing for new ones, taking care of business so that you earn a decent income, and having a personal life, too – then this session is for you. There is a better way. Actually, there are 9 better ways, all little known to the accounting profession, that Sandi Smith Leyva will show you so you can work less while making more.

  • Learn several tips from million-dollar-plus entrepreneurs about how they juggle it all.
  • Discover several methods that you probably didn’t know existed to leverage your time, including the hugely popular time batching.
  • Find out how to manage the urgent tasks while still making time for the higher payback, important tasks that we never seem to get to.
  • Understand how to figure out your real value so that you are not squandering your time and costing yourself money.


“The big takeaway for me is increased clarity around managing my energy in time. I’m fairly skilled in that area and am excited about making these powerful changes. I really like your dual commitment to being of service as well as being successful.” — Sue Kearney, Chief Inspiration Officer, Magnolias West


Amazing, content-packed seminar full of great ideas! Time blocking and positioning advice is crucial to success. Thank you!” — Sharon Root, Chief Magic Officer, Computer Magic and Business Magic Training

Time batching was huge. I can’t wait to implement that into my business. I will tell my peers that there are mindset issues we need to be aware of, and we can still focus on the bottom line while keeping in integrity about offering value to our clients. Thank you!” — Barbara Matthews, Arbonne independent consultant


“By implementing just a couple of Sandi’s coaching strategies to maximize time, my billable time increased by 116% within one week.” — Mandy Cohen, Cohen Consulting Group Inc.

To book Sandi to speak to your group or to find out more, contact our office at 972-985-9129 or email us.

Audience Members Say…

Legal Disclaimer: Every effort has been made to accurately represent our program and its potential. The testimonials and examples used are not intended to guarantee that anyone will achieve the same or similar results. These results are not an average. Each individual’s success depends on his or her background, dedication, desire and motivation. As with any business endeavor, there is an inherent risk of loss of capital and there is no guarantee that you will earn any money.

“So insightful. I learned so much in 3 hours and I can’t wait to implement your ideas at home and work.” Veronica Thomison

“…Well worth the time and money. Sandi not only gave us a lot of information, based on the latest scientific findings, she also had ‘toys’ to help us remember all that she taught us during the class. There are many ‘take aways’ that I continue to rely on and remember.” Patty Mayeux, author of Beautiful Women — Like You and Me

Energizing, inspiring, and insightful. I left with practical suggestions I could implement immediately.” Linda Howard, Director of Marketing, Salmon, Sims, Thomas & Associates.

“..Enlightening. Her insight has given me the tools to make some growth-conducive changes in the near future. I am now on the ‘back roads’ to success.” Patrick Washington

“Great topic and speaker. Innovative and interesting. Most relevant to my business was her outside the box thinking about workplace considerations and self-observation.” National Association of Women Business Owners workshop participant

“I found Sandi’s high performance management series to be nothing short of revolutionary. She talks theory, research, and clinical studies and shows you how to apply it to your work life and home life. This class is worth much more than it costs… really you can’t put a price tag on it.Mark Craig, Business Support Manager, BancTec

Truly mind-altering and behavior-awakening. Saying “you’re right” to people will be a great improvement in my management style.” L. G. Swift, City of Fort Worth

“I feel like the universe offered me a wonderful opportunity to meet you, and I’m so glad you’ve been kind enough to share this work with us.” Judy Dugan, Co-Owner, Jumping Cracker Beans

“Thank you for a wonderful, mind expanding seminar. Afterwards, several of us enjoyed discussing points you explored and how we can open our minds to more and better possibilities.” Beverly Houston, Texola Music

Great! Even if you don’t manage people, we have to get along with others and co-exist hopefully in a more positive environment. Understanding the physiological aspects of our bodies to help succeed in changing behavior was most relevant to my business.” Pam Best

“Sandi is both completely engaging and incredibly bright. Her creativity just seeps into every encounter. I like to just listen to her conversations because I always walk away with really good ideas that are easily implementable.” Lin O’Neill, Futures Consulting

“Of all the things you discussed (which were all very good), what made a difference was the way you explained taking tasks one at a time and not thinking of them all at once. The other was how people affect others and not taking things personally.” Donna Boggs, Associate Director, California Grain and Feed Association

“Most interesting to me were the ways to reward and motivate people at little or no cost.” Gail Coates

“I love this presentation because of the customization. Sandi ensures everyone can relate to the information regardless of their field of work. I have truly implemented several of the ideas and theories presented and my daily work life (and personal life) have significantly become more positive. As a leader, I have to have positive energy to share with my employees – to get the positive energy from them.” Silvia Valdespino, Sales Manager, Macy’s

“I liked how down-to-earth Sandi was — the real life examples are great. She was passionate concerning the topics she covered. Took everyone’s questions seriously. She seemed tuned into today’s business world and gave real life answers and options to current business questions and issues.” Treavor L. Mellott, Sr. Quality Analyst, Neiman Marcus Group

“I really liked learning about developing areas of the mind, and maintaining relationships using the Gottman ratio, which I found to be very helpful in interacting with my band in which criticism is always present.” Brendan Dugan

“The material on Generation Y and X was most relevant to our workplace. We are currently dealing with these issues.” National Association of Women Business Owners member

“Absolutely one of the most enlightening and applicable seminars I have attended in some time. Loved it! The correlation and application of personal happiness techniques to employers in the workplace was most relevant to my business.” Cheryl Dunlop

“Most relevant to my business was the help in building morale in my office.” National Association of Women Business Owners workshop participant

“Sandi’s session is elegantly simple, eminently practical and fascinating. I can’t remember spending two more useful hours in a class setting.” T. Durkin

“It made a difference that I learned I have control of my emotions and to look past the problems to a positive side and positive things in my life. I feel more powerful and confident over my feelings to the point where I don’t need to be self-conscious interacting with new people because I know I won’t be nearly as affected with how people view me, and whether it is positive or negative.” Allison Dugan, student

“I enjoyed the mix of examples and exercises. The handouts were informative. The toys and food were good! I thoroughly enjoyed it and could tell that others did, as well.” Richard

“I loved the fact that you put everything in real life.Kenneth, supervisor for a high-end motor home manufacturer

“The presentation helped me focus on what I want to do, to work for, and focus more on what gets me there. It made all the difference on how I view priorities now and I would readily give the advice on life management and happiness to all my friends and family. Danielle Schmidt, student

“This was an interesting class and would be worthwhile to learning organizations interested in becoming a high performance organization.” Mae Frances Leach, Ph.D.

“I enjoyed the technical information about the brain and the studies – I would share this information with others. There was a lot of useful information.” Diane Wheatley, Pilates and Yoga Instructor

“I liked the ease in which you fed our curiosity on the brain and insights.” Richard Ellis

“Thank you for sharing your knowledge and your passion. Your presentation has been absolutely all it need be!” Connie Miksits, Reiki Master Teacher

“I especially enjoyed the practical things and facts. I appreciate the handouts.” Workshop participant

“… Really helpful. I can definitely see this working well for me in situations which are emotionally exhausting. “Energy cords” had so much meaning for what I have been feeling lately about certain unfinished tasks. This completely explained it to me. Thank you!!” Nimisha Calien-Kalyan

“Lots of wonderful information about how to change what doesn’t work to what does. I thought the handouts were extremely good resources and I will look up some of the books listed. I will use these exercises and info for years to come. Thank you. It was fun to be in class with the teens and friends.” Laura Green, musician/composer

“I really liked the guided meditations — they were new to me and I’m always looking for something new.” Marie Georgopulos

“I enjoyed the entire presentation – sequence and contents. The concept compliments my philosophy on life. Sandi offers incredible tools for an empowering life. The most empowering tool I found during the workshop was making a gratitude list — it yielded immediate results for me. It’s a program/workshop that will benefit everyone — any walk of life.” Lillian Schmidt, CMT

“The information on relationships was interesting. I will work on this in my own relationships and share this with others.” Workshop participant

Great handouts. Good references.” Carolyn

“Great info well presented. Well documented. Really Liked Gottman’s ratio and social circles. Sorry to see class end. Loved the tools.” Julie Alexander, Great Days

Good info, insights, handouts with footnotes and credits. The fast moving pace was enjoyable. Thomas Terlikowski, Positive Touch

“Very professional yet engaging. Great ideas and very helpful.” Tricia Toole, I Design

“You make the subject which for me is mind-boggling easy to understand and fun. Love the interaction. Deanna Frazier, University of Dating

“What a wealth of information – easy to grasp and rich with content.” Roy Davis, Davis Success Solutions

“Excellent info, enjoyed the talk, terrific product info.” Terry Touchstone, Touchstone Real Estate

“I liked the involvement with the group. I loved the “personal” experiences. I am glad it was personal. I appreciated all the examples.” Elizabeth Berger, Owner, Me Time Massage

“Great story – personal and exciting.” – Otto G. Wagenbach, VP,
Wachovia Securities

“Tip #5 and #6 were worth $1000 each. This insider information will help me develop a great web site the first time.” Shannon Hills

“Excellent advice. Sandi knows how to create optimum web sites and explains it all so easily. It was a great use of two hours. I learned a lot.” Steve Thomas, SPT Enterprises

“Excellent. Right on target! Loved and agreed with all of it.” G. Bivona

“Very professional yet engaging. Great ideas and very helpful.” Tricia Toole, I Design

“You make the subject which for me is mind-boggling easy to understand and fun. Love the interaction. Deanna Frazier, University of Dating

“What a wealth of information – easy to grasp and rich with content.” Roy Davis, Davis Success Solutions

“Excellent info, enjoyed the talk, terrific product info.” Terry Touchstone, Touchstone Real Estate

“I liked the involvement with the group. I loved the “personal” experiences. I am glad it was personal. I appreciated all the examples.” Elizabeth Berger, Owner, Me Time Massage

“Very informative – learned a lot about physiology and where happiness resides.Max Jaffe, President, Spending Solutions, Inc.

Very personal and interesting. Great presentation.” – Martha M. Keathen

“I really liked the description… it truly does take you there. I had never thought about
what you said. I will definitely think about this on my next risk or problem. You opened
my mind a bit wider
. Thanks!” – Sagrario Ortiz, Office Manager/Agent, Farmers
Insurance

“The biggest risk is not to take any. As I am forcing myself to get out of my comfort
zone, and stop working for other and build my own practice, your message struck home.
There are only two emotions that rule men; fear and love.” – Laurent Pelletier

“Sandi Smith took us around the world in a small plane – in less than an hour.
I’d love to take that trip again!” – Sue Ann Flory, Speaker in Christian Ministry

“Sandi builds her story with drama and anticipation so the audience
listens intently, careful not to miss a word. There is too much excitement,
too much tension. You don’t know where it’s going – and when you get there. You are so
glad you made the trip with her
.” – Dave Lieber, Columnist, Fort
Worth Star-Telegram

“I was mesmerized by Sandi’s presentation, her sincerity and passion, her caring about
fear vs. comfort. Her original stories kept me hooked.” – Bev Harris, Certified
Laughter Leader

“Liked the candid open presentation seasoned well with humor
and humility
. Very interesting trip with lots of exciting experiences.” – Bill
Hooten, Pilot, Tri Incorporated

“I thought Sandi was very interesting. Listening to her story really motivates you.
Doing something like she did is almost unbelievable – but it makes you feel
like you can accomplish anything
.” – Christie Cooper, State Farm
Insurance

“The opening or mental visualization was wonderful. Really enjoyed
your smile and enthusiasm is very contagious.” – Tracy
Underhill

“That sounds like an amazing journey!! I am taking away that this, more than anything,
was a personal learning experience learning more about yourself because
you put yourself out there!! The only way to learn about yourself is to put yourself out
there.” – Gisel Cross, State Farm

“Enjoyed the photos. Very inspirational for all women to aspire
to. Thank you for your courage!” – Lynell Boone, BL and
Associates

“I loved how it was applied to lessons that will help in our business practices. The stories and examples were unique and interesting.” Suzanne Berger, State Farm

“In our long history, you are the only one who was NOT forced to take a break! I’m impressed!” Norman Seaton, CFI

“What a great story – you kept me “glued” to your every word. The lesson you tied to RPM will help me to remember the lessons of life. I wish you had had more time. I will be looking forward to your next adventure.” Joci James, About Choice Coaching

“Made it applicable to real life.” Audience member of women’s group

“Great trip – such courage and commitment.” Deborah Harris, Sales Rep, State Farm

“I liked the comparison to Amelia’s trip. I liked your personal touch to the presentation. RPM, Risk, Passion, Mastery was a great key point and enjoyed it very much.” Anne Goodman, Branch Leader, Longaberger Co.

“I learned new things in regards to different countries and different rules/regulations from other areas.” Martha Balleza, State Farm, Aaron Toews Agency

“Excellent Speech! Thank you for packaging it in a story format. Very inspiring!” Ellen Hays, Adjunct Professor, Northwood University

Legal Disclaimer: Every effort has been made to accurately represent our program and its potential. The testimonials and examples used are not intended to guarantee that anyone will achieve the same or similar results. These results are not an average. Each individual’s success depends on his or her background, dedication, desire and motivation. As with any business endeavor, there is an inherent risk of loss of capital and there is no guarantee that you will earn any money.

To book Sandi to speak to your group or to find out more, contact our office at 972-985-9129 or email us.