Building the Premier Accounting Firm: Recent Episodes

View Details

Welcome to another episode of Building the Premier Accounting Firm. Today you'll discover how to bridge the gap between technical accounting and the practical cash flow needs of small business owners. Roger Knecht and guest David Safeer share actionable strategies to help accounting professionals transition into high-value cash flow advisory roles.

In This Episode: 04:08 Cash vs. Accrual Perspectives 08:24 Implementing Cash Flow Projections 14:16 Attention and Accountability 26:47 Managing Cash Flow Strategies 37:37 Cash Flow Misconceptions 42:01 Accrual vs. Cash Forecasts 49:17 Impactful Cash Flow Strategies 1:07:40 Digital Tools for Cash Flow

Key Takeaways: * Prioritize clear, simple language over complex financial terminology to improve client communication. * Implement 13-week cash flow projections to provide actionable visibility for business owners. * Identify "gold nuggets" within a business, such as unused assets or inefficient procurement processes, to generate immediate cash.

Featured Quotes: * "Accounting is the language of big business. It's being shoved down the throats of small businesses." — David Safeer * "If you're an accountant and they have an internal bookkeeper, I teach… I don't give reports. They don't need another report. They need a cash flow projection." — David Safeer * "You can't go to the supermarket and buy dinner with profits. You have to use cash." — David Safeer

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get the free eBook with 24 profitable cash flow strategies: www.cic60.com

Get a free advisory exploratory phone call: https://calendly.com/dsafeer/strategy

Mention you heard David on the "Building the Premier Accounting Firm" podcast and get 10% off any program you sign up for.

Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today!

Remember this: Accounting Success IS Universal.

Be sure to listen to our next episode and subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal.

View Details

Thank you for joining us for another episode of Building the Premier Accounting Firm. Today Roger Knecht and Brian Mayoral, Co-Founder and CEO of Sell Up, explore how accounting professionals can create the ideal sales package for their services. Discover how niching, effective sales systems, and shifting from features to benefits can help you scale your firm with easy to implement sales strategies.

In This Episode: 00:00:00 Introduction to the Podcast 00:02:10 Redefining the Meaning of Sales 00:07:54 Mentorship and Personal Growth 00:13:01 Common Sales Pitfalls for Accountants 00:19:58 Packaging and Selling Value 00:27:10 Strategies for High-Value Sales 00:36:11 Closing Thoughts and Final Advice

Key Takeaways: * Define an ideal customer profile to move away from the "jack of all trades" trap and increase your firm's repeatability. * Prioritize "bennies" (benefits) over features to communicate the actual value of your services to business owners. * Implement a structured sales process that builds trust and uses both logic and emotion to drive faster client decisions. * Avoid the "Grand Slam" mentality by using a value ladder to offer smaller, high-impact services first.

Featured Quotes: * "Sales is believing in someone's highest potential, not in their current circumstances." — Brian Mayoral * "The best sales techniques rarely beat the person who truly believes in their product or service." — Brian Mayoral * "Sales isn't coercive; it's a collaborative decision that betters a situation." — Roger Knecht

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Helping accounting professionals confidently and Increase profit by 30% - Convert more high-paying clients upfront without more hours

Book you no cost offer review at wesellup.com/schedule competently offer quality accounting services to get paid what they are worth.

Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today!

Remember this: Accounting Success IS Universal.

Be sure to listen to our next episode and subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal.

View Details

Join us this Wednesday for a new episode where Roger discusses having a successfull sales cycle with Brian Mayoral

View Details

Thank you for joining us for another episode of Building the Premier Accounting Firm. Today you'll discover how to build a self-sustaining accounting firm that thrives without your constant presence. Roger Knecht and guest Dr. Ruth Mannschreck share a five-part framework for creating robust systems, fostering a magnetic company culture, and hiring for long-term success.

In This Episode: 02:34 The Catalyst for Business Transformation 06:16 Collaborative Problem Solving and Systems 10:05 Communication and The Warm Handoff 17:27 Hiring for Soft Skills 23:06 Defining Culture through Behavior 28:10 Effective Leadership Styles 34:37 Redefining Success Beyond Busy Work

Key Takeaways: * Standardize your client journey using video-based SOPs to ensure consistency. * Implement a culture of leadership where every team member is empowered to take initiative. * Prioritize soft skills during the hiring process to ensure long-term cultural fit. * Shift your mindset from being "busy" to being "effective" to reclaim your personal time.

Featured Quotes: * "I'd like to get people out of their office and back into their lives and have their practice support their life instead of the other way around." — Dr. Ruth Mannschreck * "If they can't make decisions, if they can't move forward without stopping by your office to ask a question, you've missed a big piece there." — Dr. Ruth Mannschreck

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers: Get access to the 'Self-Propelled Business Framework' at www.WorkFewerHours.com

Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today!

Remember this: Accounting Success IS Universal.

Be sure to listen to our next episode and subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal.

View Details

Join us this Wednesday for a new episode where Roger discusses building a practive hat runs without you with Dr. Ruth Manschreck

View Details

In today's episode of Building the Premier Accounting Firm, Roger Knecht and guest Matt Granados discuss how accounting firm owners can move beyond basic efficiency to reach true effectiveness. They explore how setting clear client expectations and implementing structured planning systems help reduce burnout and improve profitability.

In This Episode: 00:00 Efficiency vs Effectiveness in Accounting 03:50 Managing Expectations and Client Satisfaction 07:13 Bridging Intention and Execution 12:24 Evolution of Leadership Styles 17:24 Creating Margin and Optimal Performance 23:29 Strategic Planning for Success 27:33 Combating Burnout Through Systems 33:49 Closing Insights and Resources

Key Takeaways: * Differentiate between efficiency (speed) and effectiveness (quality) to provide better client outcomes. * Set clear, professional expectations with clients early in the onboarding process to manage workloads and maintain boundaries. * Prioritize personal and organizational margin to ensure you are prepared for unexpected business or life challenges. * Shift your leadership style from a "drill sergeant" to an "architect" to help your team perform optimally.

Featured Quotes: * "Efficient is based on speed. Effective is based on quality of the outcome." — Matt Granados * "No one accidentally becomes fulfilled. I've seen people accidentally become rich. I've seen people accidentally become successful, but I've never seen someone be accidentally fulfilled." — Matt Granados * "The most successful people I work with have a system and solution before they need it." — Matt Granados

Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

This is a monthly group coaching call to help high performers level up to optimal performance. community.lifepulseinc.com

Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today!

Remember this: Accounting Success IS Universal.

Be sure to listen to our next episode and subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal.

View Details

Join us this Wednesday for a new episode where Roger discusses working more efficiently with Matt Granados

View Details

Thank you for listening to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Justin Lund discuss how founders can avoid common mistakes that lead to burnout and chaos. Justin shares his experience building and exiting multiple companies, highlighting the importance of strategic delegation and leveraging accounting insights to gain freedom and profitability in business. This episode is packed with practical advice for accounting professionals looking to scale their firms without sacrificing personal well-being.

In This Episode: 00:00 Introduction to Justin Lund 01:29 Justin's Entrepreneurial Journey 07:11 Starting vs. Investing in Businesses 13:54 The Role of Accounting and Delegation 25:05 The Emotional Cost of Low-Value Tasks 31:07 The Tripod Method for Delegation 36:06 Warning Signs of Capacity Ceiling 48:51 Conclusion and Resources

Key Takeaways: * Delegate tasks strategically to free up your time and energy, focusing on high-value, revenue-generating activities. * Utilize accounting insights and dashboards to manage businesses effectively from a high level, avoiding day-to-day operational entrapment. * Document repetitive tasks using a "tripod method" to create playbooks and checklists for easy delegation and duplication.

Featured Quotes: * "Distraction is the silent killer of dreams." — Justin Lund * "The more my business grew, literally the more time I had and the more resources I had to spend that time in better ways." — Justin Lund * "Be slow to delegate what your jam is. Be fast to delegate what sucks the time and energy away from you." — Justin Lund

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today!

Remember this: Accounting Success IS Universal.

Be sure to listen to our next episode and subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal.

View Details

Join us this Wednesday for a new episode where Roger discusses delegation with Justin Lund

View Details

In today's episode, Roger Knecht discusses the evolution of the accounting profession with Brittany Brown, focusing on the impact of AI, the importance of CAS, and changes needed in academic curriculum. They explore how firms can adapt to new technologies and client expectations, emphasizing practical application and efficiency for building a premier accounting firm.

In This Episode: 00:00 Introduction & Guest Background 04:49 The Power of Niching in E-commerce 15:31 Transition to Academia: UVU QuickBooks Class 21:00 Passion Project to Full-Time Professor 31:14 Real-World Application in QuickBooks 37:07 Mastering the Mess: Reconciliation Challenges 41:27 QuickBooks Education & Intuit Partnership 45:04 AI in Accounting Curriculum 47:53 AI's Impact on the Accounting Profession 58:25 Early Adopters and Future of Accounting 01:06:05 Evolution of Accounting Roles & Education 01:17:28 Brittany's Approach to Life and Work

Featured Quotes: * "If you're going to niche, you should niche in an industry that has natural barriers to entry for other accountants because it's challenging." — Brittany Brown * "Academia has typically prepared people to be tax accountants or audit accountants… but it has never really touched on preparing them to be industry accountants, which is kind of appalling to me because industry accounting represents probably 95% of accounting jobs out there." — Brittany Brown * "What it does is anything that is time-consuming, repetitive, and mundane should be done with AI now. And so you can now take a team and do much more with them." — Brittany Brown

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today!

Remember this: Accounting Success IS Universal.

Be sure to listen to our next episode and subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal.

View Details

Thank you for tuning in to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and guest Rhamy Alejeal discuss the strategic importance of HR in accounting firms, focusing on how accounting professionals can leverage financial insights to optimize labor productivity and compensation strategies. Learn how to transform HR from an afterthought to a core component of business growth and talent retention.

In This Episode: 00:00 Introduction to People Processes 03:42 Rethinking Labor Productivity 12:05 The Importance of HR Processes 20:38 Core Benefits vs. The 'Wow' Factor 26:08 Strategic Investment in Employee Benefits 32:20 Key HR Processes for Business Growth 39:59 Conclusion: Partnering for HR Success

Key Takeaways: * Quantify labor productivity by viewing payroll as an investment that generates returns, not just an expense, to better attract and retain talent. * Evaluate compensation as a total package, including salaries, taxes, workers' comp, and benefits like sick leave and 401k matches, to measure overall investment against productivity. * Prioritize top talent by designing HR processes that cater to exceptional employees, acknowledging their disproportionate contribution to organizational value. * Implement structured HR processes for organizational design, job creation, recruiting, onboarding, performance management, and offboarding to enhance efficiency and reduce hiring-to-productivity time. * Optimize benefits spending by allocating specific percentages to core, supplemental, and "wow factor" benefits to boost retention and recruitment, moving beyond average compensation.

Featured Quotes: * "A dollar in benefits spend is worth about $1.70 in salary." — Rhamy Alejeal * "You don't rise to your goals, you fall to the level of your standards, right? Your processes." — Rhamy Alejeal * "If you can see that your hiring process is shorter and your retention is longer, then you're actually achieving what you're hoping to achieve." — Roger Knecht

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers: Partner with People Processes: https://peopleprocesses.com/partnerprogram/

Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today!

Remember this: Accounting Success IS Universal.

Be sure to listen to our next episode and subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal.

View Details

Join us this Wednesday for a new episode where Roger discusses all aspects of HR with Rhamy Alejeal.

View Details

Welcome to another episode of Building the Premier Accounting Firm. In today's discussion, Roger Knecht and Linda Hunt of Some Solutions discuss how to confidently price accounting services, focusing on the Minimum Aligned Price formula and the emotional impact of money conversations. Learn to overcome self-doubt and set fair, sustainable pricing for your accounting firm.

In This Episode:

00:00 Introduction & Remote Accounting Journey 04:01 The Minimum Aligned Price Formula 07:03 Confidence in Pricing & Value 13:54 Mindset Shifts and Value-Based Selling 23:01 Nervous System & Money Conversations 32:23 Minimum Aligned Price & Consulting Rate 37:07 Conclusion & Resources

Key Takeaways:

• Calculate your Minimum Aligned Price to establish a baseline for your accounting services, considering desired salary, business expenses, and true billable hours.
• Understand the emotional aspects of pricing by recognizing how your nervous system reacts during money conversations and using grounding techniques.
• Practice stating your fees with confidence and clarity, focusing on the transformation you provide rather than just the tasks performed.
• Educate clients on the value of your services beyond basic bookkeeping, differentiating between transactional work and strategic financial operations.
• Realize that your expertise and experience as an accounting professional are valuable and should be compensated accordingly.

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get access to free training for the Perfect Pricing Formula: https://tr.ee/PPF

And a FREE Chapter from her book: moneyconversmoneyconversation.netation.net

Finally understand what to charge — and why...

A free 15-minute training that helps service providers set prices that protect their time, support their business, and eliminate second-guessing.

Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today!

Remember this: Accounting Success IS Universal.

Be sure to listen to our next episode and subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal.

View Details

Join us this Wednesday for a new episode where Roger discusses the hidden cost of low prices with Linda Hunt.

View Details

Welcome back to the Building the Premier Accounting Firm podcast. In today's episode, host Roger Knecht and his guest Yogi Goel, cofounder of Maxima, discuss AI's transformative impact on accounting, moving from transactional tasks to strategic advisory roles. They share insights on leveraging AI as a specialized employee to boost efficiency, client delivery, and firm profitability. This episode offers a clear vision for accounting professionals to adopt AI effectively.

In This Episode: 00:00 Yogi Gyal's Journey to Accounting 02:37 Why Start Maxima AI? 06:21 AI in Accounting: Real vs. Hype 09:25 AI as an Employee: An Analogy 14:17 The Evolving Accounting Firm with AI 19:32 Maintaining Client Trust with AI 23:36 AI's Impact on Accounting Workflow 26:54 AI Adoption: The Future of Firms 30:48 Maxima vs. Generic AI Platforms 36:17 Freedom, Gratitude, and Family Values 40:19 Closing Thoughts and Resources

Key Takeaways: * Learn why AI is a tool, not a replacement, for accounting professionals. * Understand the specific accounting tasks where AI excels and where human judgment remains vital. * Discover how AI can free up time for advisory services and deeper client engagement. * Explore the benefits of specialized AI agents in accounting compared to general AI models. * Prepare your firm for future growth and increased profitability through AI adoption.

Featured Quotes: * "Accounting was one thing which – as the language of business – allowed me to interpret and compare businesses across [different industries]." — Yogi Goel * "AI is a tool which is out there to help humans be better, not dominate humans." — Yogi Goel * "The one who adopts AI at the center, in a balanced way, will have better client delivery in terms of time and accuracy, and more revenue and better margins." — Yogi Goel

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a demo of Maxima here: https://www.maxima.ai/book-a-demo

Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today!

Remember this, Accounting Success IS Universal.

Be sure to listen to our next episode and subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal.

View Details

In this episode of Building the Premier Accounting Firm, Ingrid Edstrom, Chief Empowerment Officer at Priestess of Profits, shares her journey into accounting, emphasizing the importance of relationships, values, and authentic marketing in building a successful and fulfilling accounting practice. Discover how to move beyond transactional client interactions and create reciprocal, value-driven relationships in Roger Knecht’s interview with Ingrid.

Key Takeaways: * ✅ Prioritize relationships over transactions to foster client loyalty and deeper engagement. * 🌟 Define and embody your core values to attract ideal clients and build a strong company culture. * 🗣️ Communicate authentically in your marketing to resonate with like-minded clients and build a community. * 🌱 Cultivate a “giver’s gain” mindset to create reciprocal relationships that benefit all parties involved. * 🚀 Attend industry conferences to stay updated on technology, network with peers, and share your expertise.

Featured Quotes: * “Thought leaders are the ones making stuff up. That’s what makes them thought leaders.” - Ingrid Edstrom * “We need to treat each other as humans first… We attract the people to us that we want to invest our time with by being our full, true, authentic selves.” - Ingrid Edstrom * “The last human freedom is our ability to choose our attitude in any situation.” - Viktor Frankl, quoted by Ingrid Edstrom

Behind the Story: Ingrid Edstrom’s journey began with a desire to help struggling small businesses in her community. Frustrated by a lack of recognition and a toxic work environment, she started her own bookkeeping business during the 2008 market crash. Through networking, embracing technology, and staying true to her values, she transformed her practice and became a recognized thought leader in the accounting profession. Her story emphasizes the importance of building genuine relationships, aligning values with business practices, and staying authentic in a competitive industry.

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here.

About People Processes:

You’re the expert in financial strategy—but when clients come to you with payroll and HR issues, you shouldn't have to carry that burden alone. That’s where UAC’s preferred HR partner, People Processes comes in. People Processes partners with accountants and bookkeepers to provide compliant, scalable HR solutions for your clients—so they avoid misclassification mistakes, payroll tax penalties, and labor law violations. People Processes is offering UAC students and alumni exclusive partnership benefits, including a doubled first referral bonus. Learn more or join their referral network at https://peopleprocesses.com/growcon/.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Come check out the Accounting Alchemy Network at http://AccountingAlchemy.net. We have amazing discussions and education around how accountants can live our values through our work, creating and being the change you want to see in the world. All of our offerings are free, and we would love for you to join the conversation.

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.

Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.

Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses networking and conferences with Ingrid Edstrom

View Details

Join Roger Knecht, president of Universal Accounting Center, as he delves into the world of successful accounting firms with Tanya Fox, an accountant since 1998 and author of “How to Collaborate" on this exciting episode of Building the Premier Accounting Firm. This episode explores Tanya’s five-step framework for reigniting entrepreneurial passion and enhancing profitability through effective collaboration.

Main Themes:

1. Tanya’s Entrepreneurial Journey:

   • Inspired by a love for cash registers, Tanya transitioned from working for the Canadian government to launching her own firm.
   • Her entrepreneurial spirit is mirrored in her daughter’s ambition to run a salon, highlighting a shared desire to escape corporate constraints.

   • Collaboration as a Business Tool:

   • Tanya’s book emphasizes collaboration as a means of business growth, drawing from her own experiences of bartering due to cash flow challenges.

   • She transitioned from solo work to fostering partnerships, stressing the importance of genuine engagement over immediate sales tactics.

   • A preview of her Five-Step Framework for Business Revitalization:

   • Step Back and Analyze: Use financial reports to identify issues.

   • Define Your True Goals: Clarify personal success, balancing work-life and financial needs.
   • Assess Feasibility: Evaluate if current business models require a pivot.

   • Writing and Publishing Insights:

   • Tanya shares the challenges of writing her book, aimed at low-income entrepreneurs, and overcoming publisher rejections.

   • Introduces “anger journaling” to identify team role mismatches, boosting morale and productivity.

   • Creating a Positive Work Environment:

   • Address team issues through humor and recognition, using a recognition board to strengthen collaboration.

   • Tough decisions, like letting go of non-fitting members, are vital for team health.

   • Evolving Definition of Success:

   • Tanya reflects on valuing time with family and helping others celebrate their achievements, advocating for resources that support unconventional thinking.

Tune in to discover how Tanya’s framework can help breathe new life into your business and foster meaningful collaborations. For more information on how you can start your accounting firm like Tanya did, call 435-344-2060.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

People can grab copies of my book “How to Collaborate”: https://www.foxtalksbusiness.com/book

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.

Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.

Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

View Details

Join us this Wednesday for a new episode where Roger discusses collaboration with Tanya Fox

View Details

In this enlightening episode, host Roger Knecht sits down with Craig Primo, a FINRA licensed investment banker, to explore the multifaceted process of selling a business. Craig shares invaluable insights into the essential role accountants play in ensuring smooth and successful transactions. Whether you’re planning an exit strategy or facing an unexpected sale, this episode is packed with practical advice to help you prepare.

Main Themes:

1. The Critical Role of Accountants:

   • Craig and Roger note the importance of maintaining accurate financial records during a sale.
   • They discuss challenges posed by outdated accounting methods during sales.
   • Craig highlights the necessity of GAAP-compliant statements for attracting buyers.

   • Understanding Financial Metrics:

   • Roger and Craig discuss key metrics such as gross profit margins and liquidity ratios.

   • Detailed financial data analysis creates opportunities for accountants in a sale.
   • Enhancing collaboration between accountants and clients to identify growth opportunities and prevent burnout.

   • Debt and Growth:

   • Craig explains how to leverage debt for business growth versus traditional cash reserves.

   • They discuss the risks of over-leverage and the phenomenon of “zombie companies.”

   • Granular Financial Analysis:

   • Roger offers advice on managing legacy products and shifting focus to more profitable opportunities.

   • They note the role of private equity in identifying inefficiencies.

   • Professionalism in Accounting:

   • They explain the pyramid model of accounting needs based on business size and maturity.

   • Craig emphasizes the need for a transition from growth-focused to structured financial management.

   • Proactive Financial Planning:

   • Craig offers advice on preparing for business exits.

   • Roger highlights strategies for securing loans and avoiding missed opportunities.
   • They break down the differences between LLCs and C Corporations, and the use of Phantom stock for employee retention.

   • Financial Statements and Trends:

   • Analyzing financial statements to understand trends and improve cash flow.

   • Managing receivables, payables, and inventory.
   • Importance of timely bookkeeping and strategic accounting partnerships.

   • Business Sales Scenarios:

   • Unexpected sales and the need for urgent documentation.

   • Proactive preparations for sale.
   • Planning for venture capital with a 3 to 5-year sale timeline.

   • Emotional Challenges in Sales:

   • Emotional factors complicating the sale process, especially in family businesses.

   • Recognizing and addressing emotional challenges to facilitate smooth transitions.

   • Complex Business Transactions:

   • Impact of events like death or family disputes on transactions.

   • Equity distribution disputes and differing valuations.
   • Accountants’ role in providing strategic support, timely information, and accurate forecasting.

Join us for an in-depth discussion on how to navigate the complexities of selling a business with expert guidance from Craig Primo. Whether you’re an entrepreneur or an accountant, this episode offers valuable strategies to ensure a seamless and profitable transition. For more information on how you could broker these complex transactions, call 435-344-4060 to connect with Universal Accounting Center.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Find & Follow - In Find & Follow, Greg & Jonathan DeVore provide the key to solving the knowledge transfer problem and transforming your business. Don’t spend another day wasting your and your team’s time relying on tribal knowledge – get a copy now!

Create a Culture of Accountability. This is a training to help understand and implement clear expectations. Easy to implement, quick to experience results. We refer to it as the S.T.A.R. Training program.

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.

Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.

Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger sits down with Craig Primo.

View Details

In this episode of Building the Premier Accounting Firm, host Roger Knecht is joined by Chantal Cornelius, founder of Apple Tree Marketing, to explore the critical role of emotional connections in client relationships within the accounting industry. Chantal emphasizes that the success of accounting firms hinges on building trust and personal connections with clients, which goes beyond the typical scope of social media content.

Key Discussion Points * Emotional Decision-Making: 95% of buying decisions are emotionally driven, Chantal says. She introduces strategies to create empathy-driven relationships with clients, stressing that accounting services, unlike products, require deep trust in accuracy and strategic advice. * Challenges of Commoditization: The episode discusses the risk of commoditizing accounting services and the importance of differentiating through trust and personal connections.

Chantal’s Stand Out Strategies for Differentiating Accounting Firms: 1. Connection: Engage clients through networking and sharing valuable resources. 2. Contribution: Involve clients in charitable initiatives to build a sense of community and shared values. 3. Growth: Offer actionable advice that supports clients’ business expansion. 4. Significance: Ensure clients feel valued and heard, reinforcing their importance to the firm.

Practical Tips and Insights * Building Trust: Personal touches like remembering client birthdays and providing coaching services to address personal challenges. * Marketing Tactics: While skeptical of social media’s effectiveness in fostering deep relationships, Chantal advocates for referrals, networking, and content marketing, emphasizing the need for clear strategies before implementing tactics. * Networking Events: Attend events aligned with the ideal client profile and have a clear purpose for all business activities, including podcasting.

Additional Content * Personal Interests: Chantal shares her passion for skiing and her journey of recovering from back surgery, adding a personal touch to the episode. * Sales Basics: Understanding the fundamentals of sales and fostering deeper relationships through face-to-face interactions is highlighted.

Thank you for listening to this episode of Building a Premier Accounting Firm. BRAP is a must listen for bookkeeping, accounting, and tax business owners aiming to enhance their client relationships and differentiate their services in a competitive market. Call 435-344-2060 for more information.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers: Take the Test and get free advice at https://appletreeuk.com/take-the-test/

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses building relationships with Chantal Cornelius

View Details

Thank you for joining us for the latest episode of Building the Premier Accounting Firm. In this episode host Roger Knecht dives deep into the essential topic of credibility with esteemed guest Mitchell Levy, a renowned advocate of professionalism and credibility expert. With over twenty years of experience supporting accounting professionals, Roger sets the stage for a compelling discussion that underscores the significance of being trusted, known, and liked in the business world with Mitchell’s advice leading the way.

Episode Highlights:

• Mitchell’s Journey:
• A seasoned advocate of professionalism, Mitchell brings a wealth of knowledge on building and maintaining credibility in the business world.

• Known for his focus on the importance of being trusted, known, and liked.

• Defining Credibility:

• Mitchell breaks down the essence of credibility, emphasizing its multifaceted nature.

• Trust is highlighted as the foundational element of credibility, crucial from the first interaction with a firm or its employees.

• Credibility as a Journey:

• Unlike common misconceptions, Mitchell stresses that credibility is not a one-time achievement but an ongoing process.

• He criticizes the belief that credibility can be instantly gained through isolated efforts such as media mentions or financial investments.

• Key Takeaways:

• The importance of continuous effort in building and maintaining trust and credibility.
• Practical insights into how accounting firms can cultivate a trustworthy and reputable image.

• Strategies to ensure that credibility is woven into the fabric of the firm’s operations and client interactions.

• Conclusion:

• Roger and Mitchell wrap up the episode with actionable advice for accounting professionals striving to enhance their credibility.
• Encouragement to view credibility as a long-term investment that requires dedication and consistency.

Tune in to this episode for a deep dive into the pivotal role of credibility in building a premier accounting firm, with expert guidance from Mitchell Levy. Call 435-344-2060 for more information about how you can start or grow your own accounting firm.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Connect with Vamsi: https://www.linkedin.com/in/vamsipolimetla/

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses credibility with Mitchell Levy.

View Details

In this insightful episode of Building the Premier Accounting Firm, leadership development expert Jeremy Clopton of the Emerging Leaders Academy, sits down with host Roger Knecht to recount his transformative journey within the accounting profession, emphasizing the need for a paradigm shift towards entrepreneurship, innovation, and client-centric approaches in accounting firms.

1. Jeremy’s Journey:

   • Jeremey discusses how growing up in a family of CPAs led him to an interest in forensic accounting.
   • He recounts starting his career in forensic accounting and data analytics at a national firm.
   • His decision to pivot to teaching, speaking, and eventually joining Upstream Academy is outlined.

   • Shift in Accounting Paradigms:

   • Roger and Jeremy discuss the importance of moving away from traditional metrics like billable hours.

   • They emphasize the value of knowledge, expertise, and client outcomes.
   • Roger discusses ways to measure productivity through deliverables and client satisfaction.

   • Innovative Billing Practices:

   • Roger and Jeremy make a proposal for flat-rate billing based on average client fees.

   • Jeremey emphasizes the need to enhance efficiency and productivity through streamlined processes and technology.

   • Client Relationships:

   • Roger highlights the power of viewing tasks such as tax returns and bookkeeping as opportunities for meaningful client interactions.

   • Jeremy shows how clients prefer growth-facilitating partnerships, and are often willing to pay higher fees for such support.

   • Business Mindset in Accounting:

   • They explain how to adopt a business mindset, focusing on marketing, accounting, and production.

   • Jermey emphasizes the importance of effective marketing and sales strategies for client acquisition.

   • Accountrepreneurs:

   • The hosts encourage accountants to apply business principles within their firms.

   • Roger notes the need for external help for small firms and solo practitioners for long-term success.

   • Cultural Shift in Firms:

   • Prioritizing client and employee satisfaction over long hours.

   • Effective workload management to prevent burnout and maintain client relationships.
   • Measuring productivity by completed work rather than hours worked.
   • Flexibility in deadlines to enhance firm culture and employee well-being.

   • Retaining Quality Employees:

   • Fostering a supportive culture to attract and retain talent.

   • Emphasizing metrics reflecting client deliverables and deadlines.
   • Highlighting culture, people, clients, and growth as key areas for improvement.

Conclusion: Jeremy Clopton’s insights underscore the necessity for accounting firms to embrace entrepreneurship and innovation, focusing on client satisfaction, efficient processes, and a supportive culture to ensure long-term success and growth in the profession.

For more information on how you can start your journey to becoming an Accountrepreneur, call 435-344-2060.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers: They can find more information about our programs on our website: http://www.upstreamacademy.com

Jeremy invites you to attend Upstream’s HeadWaters Leadership Conference July 11-12 in Chicago. During this two-day event (widely regarded as one of the best accounting industry conferences available) experts from top firms in the US and Canada will help your firm understand and improve your process for making strategic transitions.

Transitions are vital for firm survival, but they also provide opportunities to change, improve and grow. Let's move beyond simply weathering changes—mitigating damages, forcing compliance and fitting the new into the old mold—to strategically planning for transitions that energize your firm.

Register at https://www.upstreamacademy.com/headwaters/.

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses what it means to be an entreprenuer in accounting with Jeremy Clopton

View Details

Join us as we revisit this conversation from 2020!

Either as a degreed accountant or business owner we each would benefit stopping for a moment to consider the big picture of business as it appears in the accounting model.

Listen as Mark shares his storying of stumbling into the accounting profession, graduating and working as an accountant yet still struggling to understand the big picture and then BAAM, it changed.

Color Accounting is a unique yet simple way to learn and explain the accounting experience. For accounting professionals it’s a refreshing perspective on something they do daily. More importantly, for the non-accountant it’s a fun interactive experience to understand the applications of transactions within business.

Hear how Color Accounting came about and how it applies to you and the relationship you have with your business clients. Let Color Accounting help you communicate the accounting information to your clients in a way they can then use the reports you provide it to make more informed business decisions.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Mark Robilliard, FCA

Mark Robilliard is Director of Education & Operations and Co-founder of Color Accounting International, an education and publishing firm headquartered in Washington DC.

He’s an Aussie who lives in the US and travels widely, leading seminars in financial statement and business acumen skills, for lawyers, bankers and businesspeople. Some of his teaching for senior execs is done in secret.

Quick facts:

• Fellow of Chartered Accountants Australia New Zealand.
• Adjunct faculty at American University in Washington DC.
• Was National Training Manager for KPMG Australia.
• Managed the Human Resources Department for the largest insurer in Australia.
• Taught at a variety of secondary, tertiary and post-grad institutions in the US and Australia.
• Co-authored a number of books:
  • Accounting Comes Alive: The Color Accounting Parable
  • Color Accounting: The New Graphical System That Makes Learning Accounting Easy And Quick.
  • Third book due out soon.

He believes in working towards a financially conscious world.

Color Accounting International

What they do: Finance and business acumen workshops for non-financial people using a breakthrough graphical system.

The Mission: People are empowered to make wise decisions, collaborate effectively and amplify value – a financially conscious world.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Color Accounting International is a publishing company, a licensing company and education provider. They've developed and distribute the Color Accounting® learning system. They work with a network of accredited Partners and different languages around the world.

They are a social enterprise, with a dual social-impact and commercial motive. They advocate accounting as a fundamental form of literacy, like Reading, Writing and Arithmetic. Accounting literacy has the power to improve lives, corporations, not-for-profit organizations and governments.

The Color Accounting Network includes:

• Sales Partners, who provide educational workshops for their corporate clients
• Corporate Educators, who are accredited by us to facilitate events run for corporate clients
• Academic Educators, who teach accounting in educational environments such as schools and universities.

Offers:

Enroll today in Color Accounting, take the course for yourself and then introduce your clients to it. See how this can improve your working relationship, client communication and then generate referral for you.

Get the books mentioned in this episode:

“Color Accounting” and “Color Comes Alive”

Become for your clients their profit and growth expert. Read “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds.” This is a how-to-guide for accounting professionals to help you confidently address the challenge that most business face, cash flow. This is a must read! Get your FREE copy of the e-book now!

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com

or call us at 801.265.3777

View Details

In this compelling episode of Building the Premier Accounting Firm, host Roger Knecht engages with Jeff Bartsch, a communication strategist who transitioned from the entertainment industry to the world of accounting. Together, they explore the transformative power of storytelling in enhancing client relationships and marketing strategies for accountants.

Main Themes:

1. The Power of Storytelling in Accounting:

   • Jeff underscores the vital role of storytelling in connecting with clients and conveying complex financial concepts in an engaging and understandable manner.
   • He draws intriguing parallels between Hollywood’s narrative techniques and business communication, advocating for strategic storytelling to make financial data more relatable and actionable.

   • Strategic vs. Tactical Storytelling:

   • Jeff distinguishes between tactical stories (short, situational anecdotes) and strategic storytelling (comprehensive narratives that depict transformation and overcoming obstacles).

   • He emphasizes the importance of positioning clients as heroes in their own business stories, with accountants acting as guiding mentors.

   • Effective Client Communication:

   • Jeff and Roger highlight insightful questioning as a key method for uncovering clients’ true desires and challenges, enabling accountants to align their services with clients’ goals effectively.

   • Real-world examples illustrate the profound impact of tailored communication, such as a virtual CFO helping a CEO achieve a balance between company value and employee compensation.

   • Contextualizing Financial Data:

   • The episode stresses the necessity of providing context to financial numbers to make them meaningful and relevant to clients.

   • Accountants are encouraged to facilitate informed decision-making by guiding clients through their motivations and goals, ultimately contributing to business growth.

   • Niche Market Focus:

   • Roger recommends specialization for virtual CFOs and accountants to tailor communication and attract the right clients effectively.

   • The challenges and successes of Summit Virtual CFO in focusing on digital agencies and other industries are discussed, highlighting the importance of expertise and strategic messaging.

Additional Highlights:

• Complimentary Coaching: Jeff Bartsch offers a free coaching opportunity for established accountants to refine their storytelling and communication strategies.
• GrowCon Conference: Mention of GrowCon, an annual event for networking and professional development in the accounting industry, held by Universal Accounting Center.
• Universal Accounting Center: Encouragement to engage with the resources and training provided by Universal Accounting Center to enhance accounting practices.

Conclusion: This episode is a must-listen for accountants looking to strengthen their client relationships and marketing strategies through the art of storytelling. By viewing clients as heroes and themselves as mentors, accountants can make financial information more engaging and actionable, leading to significant business growth and client satisfaction.

If you’re ready to take your business to new heights with Universal Accounting Center’s advanced coaching, or if you’d like to build your own thriving accounting firm, call 435-344-2060.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers: One URL for listeners of this podcast: link to my podcast that explains the concepts more. Plus instructions for how to apply for a complimentary coaching session as a gift for listeners of this podcast: https://www.storygreenlight.com/premier/

Also visit https://www.storygreenlight.com/universal for more information and to apply these principles in the business world.

Reach out to Jeff and mention this podcast episode: hello@storygreenlight.com

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses messaging with Jeff Bartsch.

View Details

Join us as we revisit this conversation from 2020!

There’s a phrase, when life gives you lemons make lemonade and Brittany did just that. Listen as she shares her story and in time excels in the accounting profession to the point of starting and building a successful accounting business. As you hear her story pay attention to the enthusiasm and positive tone in her voice. Brittany makes things happen and you need to pay attention. Go from surviving to thriving.

Oh, and we have some fun along the way. It is a small world 😊

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Brittany Brown, CPA - Founder and CEO of LedgerGurus

Brittany is a CPA and QuickBooks Pro Advisor certified in QuickBooks Online Advanced. She is the driving force behind her firm’s rapid growth and innovation, growing from 2 to over 40 employees in 4 years and establishing LedgerGurus as an industry leader in the ecommerce space. Her entire work force is home based, operating entirely within the cloud, built on QuickBooks Online ecosystem.

LedgerGurus, a company providing outsourced accounting services to other companies and specializing in the ecommerce space.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get the confidence and competence to find and retain your ideal clients as a Profit & Growth Expert helping clients with the most common challenge that small business owners face, cash flow. Become a Profit & Growth Expert, PGE now!

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com

or call us at 801.265.3777

View Details

This week on Building the Premier Accounting Firm, Roger Knecht interviews cash flow expert David Safeer, Founder and CEO of David Safeer International, an institution that trains accountants on matters of cash flow, and also works with CFOs to optimize their cash flow strategies and run businesses more effectively.

In this episode, Roger and David deep dive into the most common errors business owners make when managing their cash flow and explore strategies for improving a business’ longevity.

They talk about all matters cash flow; managing cash flow, cash flow strategies etc., the reasons why most businesses fail and how as an accountant you can predict the future and help businesses deal with cash effectively.

Key Highlights:

1. The Underestimated Importance of Cash Flow:

   • David notes that many businesses that appear successful on paper face severe challenges due to poor cash flow management.
   • David has identified 215 unique methods to improve cash flow, critiquing common, often unrealistic strategies offered online.

   • Frequent Monitoring:

   • David advocates for weekly cash flow reviews instead of monthly or quarterly, due to fluctuating revenue and expenses.

   • Emotional Impact:

   • Roger and David discuss how poor cash flow management leads to significant emotional stress for business owners, illustrated by a client’s struggle with overlapping payment schedules.

   • They explore strategies for stability include planning payments, negotiating vendor terms, and maintaining a reserve account.

   • Cash Flow vs. Profit:

   • David disputes the notion that “cash is king,” highlighting that many prioritize profit over cash flow, leading to misconceptions about financial health.

   • Roger criticizes media focus on earnings over cash flow, using Tesla as an example.

   • Tailored Financial Strategies:

   • Each business has unique needs, requiring customized financial strategies.

   • Roger encourages accountants to adopt forward-looking approaches and collaborate across departments.

   • Emotional Factors and Debt Tolerance:

   • The hosts discuss the emotional factors affecting entrepreneurs’ debt tolerance and resource management.

   • They place emphasis on the importance of profitability, accurate forecasting, and clear reporting to lenders.

   • Maintaining Cash Reserves:

   • Essential for seizing opportunities and making sound decisions.

   • Cash reserves should be viewed as both a safety net and an opportunity fund, promoting

Closing Thoughts: Roger and David explain why effective cash flow management is crucial for business stability and growth. By adopting tailored strategies, maintaining cash reserves, and frequently monitoring cash flow, businesses can navigate challenges and seize opportunities.

Thank you for tuning into Building the Premier Accounting Firm. To learn more about how you can offer quality accounting services, including top quality cash flow management, call 435-344-2060.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Schedule and have a 30-minute call with David to discuss any challenges you or your clients are having and attend a month of David's Cash Flow Advisory Masterminds for free. This includes access to the Mastermind archives to explore case studies and cash flow frameworks, strategies, and tactics. Between the call and the month mastermind sessions, that's a $650 value. Also download the EBook 10 Easy No Risk Habits to Start Managing Cash Flow Today

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses all things cash flow with David Safeer.

View Details

Join us as we revisit this conversation from 2020!

Taking an active interest in the client’s business, their business model, helps you see beyond the numbers. As you become interested in the owner, their business and understand their goals you’ll better be able to advise and help them make more informed business decisions. As such you will be their Profit & Growth Expert.

Are you just a librarian or historian for your clients? See what you can do to become passionate again about the work you are doing and get paid what you are worth.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Allen Bostrom, CPA

As a young man, Allen Bostrom was mentored by his father Alf L. V. Bostrom in small business. When he asked Alf what was the best path toward being successful in business, Alf explained it began with hard work, and encouraged Allen to get a degree in Accounting. Since then, Allen has often claimed that that was great advice. During college Mr. Bostrom worked in an accounting firm, and learned the daily practices for accounting (which College ignored). Upon graduation, he worked at Exxon Company USA, one of the largest corporations in the world. For a dozen years Allen worked in various departments in various roles, usually focusing on budgeting, forecasting, and profit performance. In the late 80's Allen Bostrom began yearning for the vitality of small business, so on his own time he began consulting with small business owners, aiding them in improving their business profits. Recognizing his entrepreneurial DNA, he soon left Exxon and began working exclusively with small business clients. In 1992, Allen Bostrom was recruited by Universal Accounting Center as the President/CEO (founded in 1979) enabling him to expand his interest in helping accountants become better business consultants, and a stronger support for their employers and small business clients. Since that time, he has trained tens of thousands of accountants, bookkeepers, and tax preparers in practice and client management techniques and strategies. In 2014, Allen turned over the day-to-day operations to Roger Knecht, naming him as the President, but retaining the CEO duties. In recent years, Universal has become the leader in accounting training, coaching, and professional marketing.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a FREE copy of each of Allen’s books:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – e-book

Remember this, if it’s about accounting it is Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com

or call us at 801.265.3777

View Details

In this enlightening episode of “Building the Premier Accounting Firm,” host Roger Knecht engages in a profound discussion with seasoned entrepreneur Ann Carden. With over 43 years of experience in business marketing and sales, Ann shares her journey to becoming an entrepreneur and insights she’s learned along the way. She offers invaluable lessons on what contributes to the success and profitability of bookkeeping, accounting, and tax businesses.

Main Themes:

1. Work-Life Balance and Support Network:

   • Ann emphasizes the critical role of maintaining a healthy work-life balance and the sacrifices necessary for entrepreneurial success.
   • The importance of having a supportive network to navigate the challenges of business ownership is highlighted.

   • Branding and Market Positioning:

   • The discussion focuses on the significance of strong branding to establish a premium accounting firm.

   • Strategies for targeting high-end markets and differentiating through unique offerings are explored.
   • Aligning one’s brand with personal values and lifestyle is underscored, alongside the necessity of being perceived as an authority in marketing.

   • Four-Step Process for Business Improvement:

   • Redesigning the revenue model to enable premium pricing.

   • Revamping marketing strategies for better client acquisition.
   • Restructuring the sales process for enhanced effectiveness.
   • Boosting revenue through automation and creating new income streams.

   • Effective Pricing and Market Targeting:

   • Methods such as packaged pricing and value pricing based on ROI are discussed.

   • The importance of targeting the right market with intentional messaging and a robust online presence is emphasized.

   • Sales and Client Relationships:

   • Strategies for transforming sales conversations into meaningful engagements to foster long-term client relationships are shared.

   • Profitability Enhancement:

   • Tips on leveraging automation, creating passive income streams, expanding teams, and offering additional services to enhance profitability.

   • Becoming an “Accountrepreneur”:

   • The concept of having a business mindset within the accounting profession is introduced.

   • Reflections on overcoming challenges, particularly during the 2008 recession, and the advocacy for entrepreneurship to achieve greater success and generational wealth.

Key Takeaway: This episode is a treasure trove of actionable insights and strategies for accountants aiming to elevate their firms to premium status. Ann Carden’s expertise and experience offer listeners a roadmap to building a profitable, well-branded, and client-centric accounting practice.

Thank you for listening to Building the Premier Accounting Firm with Roger Knecht. If you are ready to take the first step toward becoming an “Accountrepreneur” like Ann, call 435-344-2060.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers: Supercharge Your Business free masterclass https://anncarden.clickfunnels.com/optin1653310813011

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses revving up your revenue with Ann Carden.

View Details

In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht sits down with Chris Papin to explore his distinctive methodology in client representation through his triad of businesses—Papin CPA, Papin Law, and Papin Insurance. Chris offers a deep dive into the intersection of legal and accounting services, entrepreneurial guidance, and the seamless integration of comprehensive client solutions within regulatory boundaries.

Main Themes:

1. The Journey to Dual Expertise:

   • Chris discusses the challenges he faced in passing the CPA and bar exams.
   • Roger and Chris highlight the strategic integration of legal and accounting services under licensing restrictions.

   • Comprehensive Service Offerings:

   • The hosts outline entrepreneurship support and strategies for working with startups.

   • Roger emphasizes the need to align services to client needs, educate them on business risks, and proper business vehicle usage.

   • Transitioning from Hobby to Business:

   • Chris covers the legal and financial implications of monetizing hobbies.

   • Chris mentions insurance considerations and proactive risk management strategies.

   • Financial Advisory and Education:

   • The hosts dive into the importance of educating clients on taxes and liability preparedness.

   • They offer tips for clear communication in financial matters and handling the emotional aspects of money conversations.

   • Responsible Decision-Making and Growth:

   • How to drive innovative thinking, attention to detail, and systematic approaches during business growth phases.

   • Roger shares the role of advisors in facilitating informed decisions through open dialogue and professional collaboration.

   • Holistic Solutions and Diverse Collaborations:

   • Leveraging expertise from lawyers, insurance agents, and other professionals for better client outcomes.

   • Work-Life Balance and Community Involvement:

   • Balancing professional and personal life, with an emphasis on mental health.

   • The benefits of coaching middle school programs and engaging in community service.

   • Dynamic Models for Business Growth:

   • Assisting individuals in starting and growing their businesses with a focus on understanding client needs, managing finances, and ensuring profitability.

Key Takeaways:

• Embrace a holistic approach to client services by integrating legal, accounting, and insurance expertise.
• Educate and guide clients through the complexities of entrepreneurship, from initial setup to risk management and growth.
• Foster a balanced professional and personal life to enhance overall well-being and community engagement.

Join us for this insightful discussion with Chris Papin and discover innovative ways to enhance your business practices and client relationships!

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Be part of Chris’ quarterly "free webinars" covering various topics that benefit entrepreneurs.

https://www.papincpa.com/listener/

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses work life balance with Mark Wickersham.

View Details

Welcome to the Building the Premier Accounting Firm podcast with host Roger Knecht. This week, Roger sits down with Blagoja Hamamdjiev, CEO of Modeliks, to delve into the critical aspects of business funding and financial planning. The conversation centers around simplifying financial processes, the importance of teaching money management to children, and the challenges and strategies involved in accurate financial forecasting.

Key Themes from this Episode:

1. Financial Forecasting:

   • Blagoja highlights common challenges of financial forecasting.
   • He shares strategies for creating accurate financial models based on operational drivers.
   • The hosts discuss how to build revenue projections for diverse business types, including restaurants and online stores.

   • Key Performance Indicators (KPIs) and Benchmarking:

   • Roger highlights the importance of KPIs and benchmarking against industry norms.

   • The hosts explain why utilizing NAICS codes and financial ratios for realistic financial forecasts brings benefits to your firm.

   • Industry-Specific Models:

   • Blagoja shares advantages of ready-made models like those used by Modeliks.

   • Roger shares how these models may save time and effort for accountants and clients.
   • Blagoja emphasizes the importance of facilitating quick customization and strategic planning over a five-year horizon.

   • Attracting Investors:

   • The hosts explore how to link operational KPIs with financial outcomes.

   • STAR Program:

   • Focus on accountability through KPIs tied to forecasts.

   • Value of financial planning services, including fractional CFO services and management reporting.

   • Budgets and Cash Flow:

   • Understanding the importance of budgets and cash flow.

   • Transitioning to advisory services.

   • Additional Services:

   • Enhancing client relationships by comparing actual results to forecasts.

   • Identifying key financial metrics for business success.

We thank you for joining us once again for another exciting episode of Building the Premier Accounting Firm. Please subscribe to the show on the podcast platform of your choice, and learn more about how you can start your accounting business at 435-344-2060.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses mastering financial foresight with Blagoja Hamamdjiev.

View Details

In this episode of Building the Premier Accounting firm, host Roger Knecht interviews chartered accountant and COO Kevin Appleby to explore his journey from traditional accounting roles to strategic advisory positions. They delve into the changing landscape of the CFO’s responsibilities and the future of accounting in the age of automation and AI.

Key Discussion Points:

1. The New Path for Many Accounting Professionals:

   • Kevin recounts his transition from traditional accounting roles to industry positions at companies like ICI and PwC.
   • Roger and Kevin discuss his experience and insights gained from podcasting and sharing industry knowledge.

   • The Evolving Role of CFOs:

   • The hosts explore the shift from traditional financial tasks to providing strategic advisory services in today’s accounting world.

   • Roger and Kevin highlight key competencies needed to work with clients: cash flow management, fundraising, and business strategy.

   • Mentoring, Consulting, Advising, and Coaching:

   • Kevin shares what he’s learned from taking on different roles within the accounting industry.

   • Roger emphasizes the importance of managing client expectations effectively.

   • Future Trends in Accounting:

   • The hosts explore how increased automation has and will impact accounting practices.

   • Roger and Kevin wonder how large a role AI will take in interpreting financial data and providing actionable insights.

   • Advice for Accountants Transitioning to Advisory Roles:

   • Kevin recommends strategies for data analysis and delivering insights that drive business decisions.

   • The importance of detailed cost analysis and product performance evaluation is discussed.

   • Preparing for Emerging Technologies:

   • Understanding and leveraging new technologies to stay ahead.

   • Preparing for future challenges in the accounting profession.

   • Effective Storytelling for Client Communication:

   • Using storytelling techniques to convey complex financial information clearly and compellingly.

Conclusion: Kevin Appleby’s discussion provides valuable insights for accountants looking to evolve their roles and embrace the future of the profession. By focusing on strategic advisory services and understanding emerging technologies, accountants can better serve their clients and drive business success.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Join GrowCFO as a free member http://www.growcfo.net

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Thank you for tuning in to another episode of Building the Premier Accounting Firm with Roger Knecht. This episode delves into the crucial role that consistent branding and effective communication play in establishing a top-tier accounting firm through the perspective of industry expert Heather Hurst. Roger and Heather explore how these elements not only build trust and positive client connections but also drive business success through targeted marketing and clear, impactful messaging.

Key Points:

1. Consistency in Branding:

   • Importance of maintaining consistent branding elements such as product lines, interactions, and website appearance.
   • Example of QuickBooks’ use of consistent color schemes to build trust and positive client connections.

   • Targeted Messaging:

   • Delivering messages tailored to niche markets.

   • Utilizing client feedback to understand and meet their needs effectively.

   • Outcome-Focused Marketing:

   • Emphasizing the benefits and impact of services rather than just the services themselves.

   • Highlighting how the offerings improve client outcomes.

   • Proactive Accounting Services:

   • Educating business owners on the importance of regular financial reports for informed decision-making.

   • Integrating AI to simplify communications and generate reports using natural language processing.

   • Challenges of AI:

   • Addressing potential inaccuracies and biases in AI technology.

   • Ensuring the correct interpretation of tones in written communication.

   • Professional and Personal Communication:

   • Examining the use of swearing in professional contexts and its impact on relationships.

   • An anecdote on implementing a no-swearing rule with felons to demonstrate the power of self-control.
   • Discussing family dynamics, the importance of clear communication, and setting boundaries regarding swearing.

   • Effective Language in Branding and Marketing:

   • Promoting the significance of using effective language to highlight benefits over features.

   • Stressing the importance of personal and firm branding for accounting professionals.
   • Encouraging intentional marketing efforts to strengthen brand presence.

   • Resources and Opportunities:

   • Promoting podcast subscriptions for continued learning.

   • Highlighting GrowCon as an event for professional development.
   • Offering free resources available through Universal Accounting to support bookkeeping and accounting businesses.

Thank you to Heather Hurst for underscoring the transformative power of consistent branding and effective communication in the accounting industry, advocating for a strategic, outcome-focused approach to client relations and marketing, in this episode. By focusing on these key elements, accounting professionals can enhance their branding, improve client relationships, and achieve greater success in their practice.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

We’d like to invite you to listen to the Canopy podcast: https://calendar.google.com/calendar/u/0/appointments/schedules/AcZssZ3AGdF9R6FkoJ41z4fk9uZ_ptB1bcBkjt-hzG8ONGmlvdGVYizyfFJ49ujbnxw1SCe8fjtrEFJe

And for those who need CPE, check out their CPE library: https://www.getcanopy.com/courses

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht interviews Kasey Anton, founder of Spark Business Consulting and author of “Profit First For Restaurants.”

Kasey shares her transformative journey from the restaurant industry to establishing a thriving accounting firm. This episode is a treasure trove of insights for anyone looking to understand the vital role of accessible financial data in achieving business profitability.

Main Themes:

1. From Restaurants to Accounting:

   • Kasey details her career transition from owning a restaurant to founding an accounting firm.
   • She emphasizes the importance of collaboration between chefs and business owners for operational success.

   • Accountants as Advisors:

   • Roger advocates for accountants to move beyond traditional roles and take on advisory positions.

   • Roger and Kasey discuss the importance of providing solutions rather than just identifying financial issues.

   • The Evolving Role of Accountants:

   • The discussion highlights the shift towards interpretive and advisory services in the accounting field.

   • Kasey recommends utilizing tools like Loom videos to explain financial statements, enhancing client understanding and trust.

   • Niche Specialization:

   • The hosts stress the benefits of specializing in niches like the restaurant industry to provide targeted financial guidance.

   • Kasey shares how niche focus can improve client relationships and business growth.

   • Profit First Methodology:

   • Kasey explains her enthusiasm for the Profit First methodology and its positive impact on businesses.

   • She discusses her book, which merges Profit First principles with her restaurant industry insights.

   • Financial Management and Growth:

   • Roger stresses the importance of understanding financial data objectively for fostering business growth.

   • Roger and Kasy share strategies for implementing Profit First principles for better financial management and profitability.

Listener Engagement:

• Subscribe: Don’t miss out on future episodes filled with strategies for business improvement.
• Attend GrowCon: Join the annual conference for networking opportunities and industry insights.

Thank you for tuning in to another insightful episode of Building the Premier Accounting Firm. To learn more about how you can start your own successful accounting business, call 435-344-2060, or schedule a time to discuss your future with Universal Accounting Center’s team of expert coaches online at this link.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a gorgeous "swag" box that will include the book and workbook and all things money-related www.profitfirst4restaurants.com

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses Profit First for Resturants with Kasey Anton.

View Details

Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht. Today, Roger welcomes Dr. Sabrina Starling, a renowned business psychologist and author. Dr. Starling and Roger delve into critical topics affecting accounting businesses, such as marketing, pricing, and staffing. Plus, Dr. Starling discusses her advocacy for finding a balanced work-life dynamic.

Key Discussion Points:

1. Marketing, Pricing, and Staffing in Accounting:

   • Dr. Starling shares insights on crucial aspects such as marketing strategies, appropriate pricing models, and effective staffing techniques tailored for accounting businesses.

   • Advocacy for Work-Life Balance:

   • Roger and Dr. Starling emphasize the importance of taking vacations and prioritizing life over work.

   • Dr. Starling lays out her ambitious goal to help 10,000 entrepreneurs take 4-week vacations within the next decade.

   • Effective Hiring Practices:

   • Insights from Dr. Starling’s research and interviews with successful small business owners.

   • Overview of her book series focused on attracting and retaining top talent.

   • Networking and Positive Work Environments:

   • Roger highlights the significance of building strong professional relationships and fostering a supportive work culture.

   • Dr. Starling and Roger discuss the benefits and limitations of policies such as unlimited vacation and sick time, and offering salaried positions to enhance employee satisfaction and balance.

   • Sustaining Well-Being:

   • The hosts present strategies for planning time off to prevent post-vacation blues.

   • Dr. Starling recommendations to schedule future plans within an 8 to 12-week timeframe to maintain a positive outlook.

   • Challenges of Disconnecting from Work:

   • Acknowledgement of the difficulties business owners face in detaching from work responsibilities.

   • Techniques to focus on high-value tasks and delegate effectively to achieve a balanced lifestyle.

   • Building Self-Sufficient Businesses:

   • Discussion on creating systems and processes that allow businesses to operate independently.

   • Importance of self-care and utilizing available resources for business growth and personal well-being.

   • Setting Boundaries and Prioritizing Self-Care:

   • Practical advice on establishing boundaries to protect personal time.

   • Encouragement to seek support and maintain a healthy balance between business and personal life.

Join us as Dr. Sabrina Starling provides valuable insights and actionable strategies to help accounting professionals and business owners achieve a sustainable work-life balance, ensuring long-term success and personal fulfillment.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

As the host of Profit by Design Podcast and our guest on the show today Dr. Sabrina is offering our listeners two important resources, the first is the $10k assessment sheet and the opportunity to pledge to work towards and take Your 4-week Vacation.

For more information regarding each and Dr. Sabrina, check out her website: www.tapthepotential.com

Roger also shares receiving your PreScore. This is a must-have when considering stepping back or away from the daily operations of the business. Take a moment and see how ready you are for this next change in your career as you empower your team to work more autonomously

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses 25 hour work weeks and 4 week vacations with Dr. Sabrina Starling

View Details

In this episode, Universal Accounting Center President Roger Knecht dives deep into the world of accounting and bookkeeping with Matthew Pollard, a renowned expert in rapid business growth. Pollard shares his wisdom on how to transform an accounting firm into a premier establishment by leveraging motivation, goal-setting, and strategic differentiation.

Main Themes:

Motivation and Goal Achievement:

• Insights on maintaining motivation and setting effective, achievable goals.
• Strategies to stay focused and driven in the competitive accounting landscape.

Differentiation and Niche Marketing:

• Importance of carving out a niche within the accounting and bookkeeping sectors.
• Tips on confidently articulating your unique value proposition to command higher prices.

Strengths of Introverts:

• Utilizing introverted strengths such as planning, preparation, empathy, and active listening.
• Effective networking and client positioning strategies tailored for introverts.

Unique Client Service Approaches:

• Case studies illustrating success through deeper cultural insights and personalized service.
• Emphasis on understanding cultural nuances and building rapport for long-term client relationships.

Rebranding and Specialized Programs:

• How to rebrand services for targeted marketing and create specialized programs.
• Focus on clear messaging and highlighting client benefits to stand out in the market.

Storytelling in Business:

• The power of storytelling to engage clients emotionally and understand their needs.
• Crafting authentic stories that showcase successful outcomes to drive business growth.

Value Proposition and Advisory Roles:

• Communicating value through personalized packages and transitioning into advisory roles.
• Justifying higher service prices by emphasizing expertise and tailored client support.

Key Takeaways:

Building a premier accounting firm requires more than just technical skills; it demands strategic differentiation and deep client understanding.

Introverted professionals have unique strengths that can be leveraged for effective client interactions and networking.

Storytelling and cultural insights are powerful tools in creating lasting client relationships and ensuring business growth.

Clear, targeted marketing and specialized programs can help firms stand out and command premium prices.

Transitioning to advisory roles and emphasizing personalized value can justify higher service rates and improve client retention.

Join us as Matthew Pollard shares actionable strategies and insights that can help elevate your accounting firm to new heights.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get the first chapter of the Introvert's Edge free: https://matthewpollard.com/theintrovertsedge/book

Or get the first chapter of the Introvert's Edge to Networking free: http://theintrovertsedge.com/networkin

But don’t forget to get your copy of The 3 Steps to Rapid Growth: https://matthewpollard.com/three-steps-rapid-growth/

You also need to read, “Your Strategic Accountant”: https://universalbusinessbuilders.com/your-strategic-accounting-landing-page-accountants

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses sales systems for introverts with Matthew Pollard

View Details

Welcome to Building the Premier Accounting Firm with Roger Knecht, where we delve into the essential elements of overcoming business obstacles with Laurent Notin, a dedicated business coach who specializes in guiding entrepreneurs through their journey. Laurent highlights the crucial role of a supportive entrepreneurial environment and the mental resilience needed to thrive in business. The conversation focuses on the sacrifices required for success, the importance of self-care, mental well-being, and maintaining a positive mindset.

Main Topics

1. Influence of Surroundings:

   • Laurent outlines the significance of a supportive and inspiring entrepreneurial environment.
   • He notes that surroundings can impact an entrepreneur’s mindset and business outcomes.

   • Mental Resilience and Self-Care:

   • Roger and Laurent exchange strategies for building mental resilience to face business challenges.

   • Laurent explains the importance of self-care and mental well-being in sustaining long-term success.

   • Personal Growth and Alignment with Values:

   • They frame success as a personal journey aligned with individual values.

   • The importance of personal growth in business development is discussed.

   • Delegation and Focus:

   • Laurent champions the necessity of delegating non-revenue tasks to prioritize revenue-generating activities.

   • Roger recommends viewing expenses as investments for business growth.

   • Overcoming Delegation Fears:

   • Techniques to overcome fears associated with delegation through self-awareness and emotional intelligence.

   • Physical awareness techniques to support the delegation process.

   • Health and Self-Improvement:

   • The role of physical health in entrepreneurial success.

   • Continuous self-improvement and its impact on business.

   • Gratitude and Self-Empowerment:

   • The importance of expressing gratitude throughout the entrepreneurial journey.

   • Empowering oneself to define and navigate a personal path to success.

Conclusion: Laurent Notin provides a comprehensive guide for entrepreneurs to overcome business obstacles through mental resilience, effective delegation, and self-care. By focusing on personal growth and aligning with individual values, entrepreneurs can create a sustainable path to success. This episode is a valuable resource for anyone looking to empower themselves and thrive in their entrepreneurial endeavors.

Join us as we explore the journey of entrepreneurship with Lauren Norton and gain insights on how to overcome obstacles, prioritize well-being, and achieve personal and business growth. Don’t forget to check out the resources provided for further support and development.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

My eBook THRIVE: 8 ESSENTIAL TACTICS TO EXCEL AS AN ENTREPRENEUR & PROPEL YOUR BUSINESS FORWARD!, which provides eight practical tactics to propel the business forward and tackle bottlenecks head-on - https://www.laurentnotin.com/get-my-ebook

The Bottleneck Index, an accurate tool to identify, understand, and overcome existing and potential business bottlenecks - https://www.laurentnotin.com/the-bottleneck-index

A free Impact Assessment call with me to receive personalized guidance on how to tackle their bottlenecks - https://www.laurentnotin.com/booking-calendar/free-impact-assessment-call?referral=service_list_widget

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses entrepreneurship and mental fitness with Laurent Notin.

View Details

Welcome to another insightful episode of “Building the Premier Accounting Firm,” where we delve into the transformative journey of Jason Snyder, the pioneering mind behind Aspire Advisors and Summa Ecommerce Advisors. Today, Jason shares his unique approach to modernizing accounting practices by emphasizing business advisory services and embracing remote-first business models. Here’s what we covered:

Main Themes: * Introduction to Jason Snyder: Discover the visionary entrepreneur who has redefined accounting services by prioritizing advisory roles and combating entrepreneurial poverty through the Profit First system. * Profit First System: Learn about Jason’s implementation of this revolutionary system to help businesses better manage their finances and ensure sustainable growth. * Building Remote-first Businesses: Insight into Jason’s strategy for creating successful, remote-first entities, focusing on the advantages and methods of managing international teams, particularly in the Philippines. * Hiring Practices and Team Building: Jason discusses his effective hiring strategies, from offering competitive salaries to conducting skill-based assessments, and the importance of direct relationships with employees to foster a positive work environment. * Importance of Financial Statements and Data: Uncover the critical role comprehensive financial statements play in understanding a business’s story through its numbers and how Jason coaches entrepreneurs to utilize this data effectively. * Leadership and Communication: Explore Jason’s views on the essential qualities of leadership, including curiosity and a genuine care for team members, and how technology like Loom videos can enhance client communication. * Client Empowerment through Financial Insight: Jason advocates for empowering clients with insightful financial reports, stressing the necessity for entrepreneurs to understand their financials deeply. * Personal Interests and Work-Life Balance: A glimpse into how personal interests, such as sports, are crucial for maintaining a healthy work-life balance and overall well-being. * Advice for Aspiring Accounting Firms: Jason shares valuable insights and strategies for accounting firms aiming to transition towards more advisory-focused practices and leverage international talent.

Key Takeaways: * Embrace remote work and international hiring to access a wider pool of expertise and foster a diverse, skilled team. * Prioritize business advisory services and financial coaching to add value beyond traditional accounting practices. * Implement systems like Profit First to guide businesses away from financial instability towards sustainable growth. * Leadership qualities, such as curiosity and genuine care for people, are indispensable in building successful, people-focused businesses. * Technology and clear communication are essential tools in enhancing client relationships and ensuring that financial data translates into actionable insights.

Thank you for tuning in to “Building the Premier Accounting Firm.” Don’t forget to subscribe for more episodes on transforming the accounting landscape through innovation and leadership.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses team building and remote work with Jason Snider

View Details

In this insightful episode of Building the Premier Accounting Firm, host Roger Knetch welcomes John Nemo, a renowned LinkedIn expert, who shares his transformative journey from a corporate job to generating $135,000 in new business within just 90 days using LinkedIn. Nemo’s expertise offers invaluable guidance for accountants and entrepreneurs aiming to harness the power of LinkedIn for lead generation and client acquisition.

Key Discussion Points:

1. LinkedIn Profile Optimization:

   • Transformation from Resume to Marketing Tool: Nemo emphasizes the importance of revamping LinkedIn profiles to focus on the value and benefits offered to target audiences rather than listing job histories.
   • Profile Elements: Practical tips on optimizing header images, professional headshots, and showcasing expertise and problem-solving abilities.
   • First Impressions: The critical role of clear, professional photos in making strong first impressions.

   • Effective LinkedIn Strategies:

   • Sales Navigator: Leveraging this tool for targeted searches to find the right prospects.

   • Personalized Connection Requests: The importance of customizing messages to engage meaningfully with potential clients.
   • One-on-One Interactions: Strategies for building rapport through personalized messages before discussing business opportunities.
   • Networking and Maintaining Connections: Utilizing professional groups and continuous engagement to build a robust network.

   • Positioning as a Problem Solver:

   • Human Connection: Nemo underscores the significance of connecting on a human level to attract and retain clients.

   • Showcasing Expertise: How to effectively communicate your ability to solve clients’ problems.

   • Marketing Strategies for Accountants:

   • Authenticity in Branding: The necessity of being genuine in business interactions and branding efforts.

   • Mindset for Success: Overcoming fear and doubt through visualization, positive self-talk, and resources like “Psycho-Cybernetics.”

   • Additional Resources and Events:

   • Universal Accounting: Resources available on universalaccounting.com for further learning and support.

   • GrowCon Event: Encouragement to attend this event for networking and gaining insights from other business owners.

Conclusion: This episode is a treasure trove of actionable advice for anyone looking to leverage LinkedIn for business growth. John Nemo’s insights emphasize the importance of personal engagement, authenticity, and a proactive mindset in achieving success in the digital age. Tune in to learn how to transform your LinkedIn presence into a powerful client-generating tool.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a free copy (audiobook or digital version) of John's Bestselling Book "LinkedIn Riches" online at www.nemomediagroup.com

Listen to John's Podcast "Nemo Radio" online at www.NemoRadio.com

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses LinkedIn, lead generation and mindset with John Nemo.

View Details

Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht, the podcast for owners of accounting businesses and accounting professionals. Today, Ben Risser, the visionary behind Provident Financial Services, joins Roger to share his unique path from aerospace engineering to becoming a highly sought-after fractional CFO. Here are the main themes from the episode.

• The Multifaceted Role of a CFO: Ben sheds light on the critical importance of CFOs in working alongside business owners. He emphasizes the role of CFOs in ensuring financial clarity, fostering growth, and managing cash flows efficiently.
• Transitioning Careers: Hear about Ben’s remarkable journey from the world of aerospace engineering to real estate, and finally to finance, where he has made a significant impact. Ben’s story is a testament to the power of transferable skills and the importance of financial intelligence in any industry.
• Financial Intelligence for Small Businesses: Roger and Ben discuss why clear reporting and a deep understanding of a company’s financial trajectory are non-negotiable for small businesses.
• The Evolution of Financial Roles: Roger and Ben explore the shift from traditional compliance roles in finance to more advisory positions. Ben discusses how this evolution affects businesses and the growing need for financial education among executives.
• Support Systems: The significance of family support and the impact of personal relationships on professional success form a heartwarming part of Ben’s story. It’s a reminder of the human element in the cutthroat world of business and finance.
• A Non-Traditional Path to CFO: With no formal accounting training, Ben’s approach to the CFO role is unconventional yet incredibly effective. This segment is particularly inspiring for those feeling constrained by their current career paths or educational backgrounds.

Conclusion:

Ben Risser’s journey is a compelling narrative of career evolution, overcoming personal challenges, and the undeniable importance of financial literacy and strategic management in today’s business landscape. Whether you’re an aspiring CFO, a business owner, or simply someone interested in the transformative power of financial intelligence, this episode offers rich insights and inspiration.

Tune in to gain a deeper understanding of the financial intricacies that drive business success and the human stories behind them.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Ben is offering his free guide "From Sales to Equity: What your financial statements are trying to tell you about your business" Get your copy now: www.providentfinancialservicesltd.com

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses fractional CFO services with Ben Risser.

View Details

Welcome to Building the Premier Accounting Firm with Roger Knecht. In this episode, Roger explores the multifaceted world of mergers and acquisitions with Craig Primo. Craig’s story of transition from corporate roles to entrepreneurship, drawing on his personal experiences and the lessons learned along the way. Here are the key themes and insights from their conversation:

From Corporate to Entrepreneurship: * How Craig Got His Start: Craig shares his journey of founding a broker/dealer after being laid off during the Great Recession, underscoring the resilience and determination needed to pivot towards entrepreneurship. * The Role of Experience: Emphasizing the importance of having a solid foundation of experience before venturing into business, Craig discusses how his background helped him navigate the challenges of starting and running a successful company.

Preparing for Mergers and Acquisitions: * Strategic Preparation: Roger and Craig share critical steps in preparing businesses for sale, including maintaining clean financial records, strategic tax planning, and the importance of being debt-free. * Attracting Investors: Craig stresses the significance of understanding EBITDA, demonstrating sustainable profitability, and the art of leveraging investments to make a business more appealing to potential buyers.

The Value of Financial Expertise: * Accountants as Advisors: Highlighting the crucial role of accountants in valuing businesses and planning exits, Roger and Craig advocate for early engagement with accounting professionals to enhance decision-making and business success. * The CFO’s Role in Mergers: The conversation underscores the importance of collaboration among bookkeepers, accountants, and CFOs in improving operational efficiency and strategic transparency in mergers.

Entrepreneurship and Personal Life: * Work-Life Balance: Craig opens up about strategies for achieving a balance between professional ambitions and personal life, including the impact of remote work on labor laws and taxes. * The Power of Trust: Trust is identified as a cornerstone of business relationships, with Craig sharing personal anecdotes on maintaining balance and the importance of living in the present moment.

Whether you’re an aspiring entrepreneur or a seasoned business owner, this episode is packed with valuable lessons on navigating the complex landscape of entrepreneurship, mergers, and acquisitions. Join us as Craig Primo shares his expertise, experiences, and the importance of financial savvy in achieving business success.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:

• Professional Bookkeeper, PB
• Professional Tax Preparer, PTP
• Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group
• The Universal Accounting Fanpage
• Topical Newsletters:
• Universal Accounting Success
• The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses successful mergers and strategic exits with Craig Primo.

View Details

Welcome to another insightful episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In today's episode, Roger sits down with a true trailblazer in the world of accounting and cloud technology, Kellie Parks.

Kellie's journey is a testament to the power of transformation. She takes us on a fascinating ride, sharing her transition from the realms of marketing and branding into the intricate world of accounting. Discover how her unique background has shaped her approach to modern accounting practices.

One of the highlights of this episode is Kellie's deep dive into her tech stack arsenal. She unveils the types of tech stacks she employs and how they serve as indispensable tools in her business. Learn about the crucial criteria that dictate her choice of technology, providing valuable insights for aspiring tech-savvy accountants.

Client onboarding is a critical aspect of any accounting practice, and Kellie Parks seamlessly incorporates her tech stacks into this process. Tune in to discover her strategies for onboarding clients, even those who may not be fully comfortable with technology.

The conversation takes an exciting turn as Kellie discusses the ongoing battle of Accountants versus AI. Delve into the reasons why accountants should embrace AI as an essential ally rather than a competitor. Kellie even shares the intriguing story behind her nickname for ChatGPT – 'Chazz.'

AI is more than just a buzzword for Kellie; it's an integral part of her business. She reveals how she harnesses the power of AI to streamline operations and boost efficiency. Prepare to be inspired as she explains why accountants should not only embrace AI but also learn how to prompt it effectively.

Curious about how industry giants like Intuit plan to integrate AI into their software? Kellie Parks provides insider insights into Intuit's AI roadmap, shedding light on what the future holds for accounting professionals.

Security is paramount in the digital age, especially when dealing with AI. Kellie offers invaluable advice on how to keep your clients' information secure while working with AI. She also raises essential concerns about sharing client data in the AI era, encouraging caution and vigilance.

This episode is packed with thought-provoking discussions, practical tips, and Kellie Parks' visionary approach to accounting in the digital age. Don't miss out on this illuminating conversation on "Building the Premier Accounting Firm." Tune in now and elevate your accounting game!

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Kellie Parks

Kellie crafts processes and automation for future thinking accounting professionals who believe in the mightiness of online technology.

She wants every accounting professional to love running a cloud-based business as much as she does. The keys to embracing the cloud are effective best practices, consistent communication and efficient processes, systems and workflows, which is why she has dozens of pre-built templates to take the pain of creating optimization in your firm off your plate.

Certified or partnered in over a dozen cloud applications, she’s also a proud member of the Intuit International Trainer Writer Network and the FreshBooks Partner Council.

Kellie is a runner, water/snow skier and live-music fan.

She is always wondering what you would do more of - outside of work - if processes, automation & apps gave you your life back!?

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Accounting and bookkeeping workflows and templates at a discount:

15% off all templates Code: UNIVERSAL - Go here and SAVE

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses AI, onboarding and tech adoption  with Kellie Park.

View Details

In this captivating live video episode of "Building the Premier Accounting Firm," your host Roger Knecht engages in a thought-provoking conversation with the esteemed Mark Kohler, a distinguished lawyer and tax advisory expert. As the Founding and Senior Partner at KKOS Lawyers, a prominent law firm specializing in tax, legal, wealth, estate, and asset protection planning, Mark brings a wealth of knowledge and insights to the forefront.

In this episode, Roger and Mark delve into Mark's unique dual journey as a lawyer and accountant, unveiling the pivotal moments that shaped his illustrious career.

Exploring the landscape of tax law, Mark Kohler dispels common myths and misconceptions surrounding tax lawyers. With his experience as a trailblazer, he provides invaluable advice on navigating the challenges of establishing a successful firm.

Drawing from his early experiences, Mark imparts invaluable lessons learned while setting up and growing his own business, offering guidance to aspiring entrepreneurs. He also provides insights into the process of hiring the first set of employees and how he cultivates a harmonious team environment.

Mark talks about the contrast between niching and a broader approach, as he shares his candid views on why he chose not to confine himself to a single niche.

Diving deeper into the world of tax planning and preparation, Mark eloquently distinguishes between the two and underscores the importance of offering advisory services. He also addresses the reluctance among accountants and tax preparers to present new strategies to clients, offering practical strategies to overcome this hurdle.

A highlight of the episode is Mark's breakdown of the "trifecta strategy" – an innovative approach that revolutionizes tax strategies. Mark articulates its significance and how it empowers professionals to navigate intricate tax landscapes effectively.

Mark breaks down the art of designing consultations tailored to individual client needs, and why fostering trust and enduring relationships with your clients is important.

Mark also delves into the factors that hinder accountants and offers strategic insights to rejuvenate practices and boost profitability.

Tune in to this illuminating episode of "Building the Premier Accounting Firm" as Roger Knecht and Mark Kohler unravel the complexities of tax law, business strategy, and the path to building thriving client relationships. Whether you're an aspiring accountant, seasoned professional, or simply intrigued by the world of finance, this episode promises to leave you informed and inspired.

Sponsors:

Mark’s tax advisory training

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

I don't have anything to sell other accountants. I would love folks to subscribe to my newsletter on Substack. This is a great resource for bookkeeping professionals that you want to subscribe to today.

You also need to get the Turnkey Business Plan for accounting professionals. From marketing, pricing, to offering quality services this is a must have outline for you to follow as you work on your business to have the premier bookkeeping, accounting and tax business in your area. Get it for FREE Now!

And don’t forget to receive your FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses strategies for transforming your practice with Mark Kohler.

View Details

Welcome to another captivating episode of "Building the Premier Accounting Firm." Host Roger Knecht engages in a thought-provoking conversation with none other than Ryan Lazanis, the brilliant mind behind Xen Accounting and the driving force steering Future Firm. As an advocate for revolutionizing accounting practices, Ryan's insights are a goldmine for accountants and entrepreneurs aiming to scale their firms systematically while enhancing their quality of life.

They start by unraveling the core of Ryan's coaching passion, exploring the roots of his drive to help entrepreneurs not only succeed but thrive. The converstion transitions to a transformative shift in entrepreneurial priorities as they discuss why mental health is taking precedence over relentless pursuit of financial milestones.

They delve into the mental health challenges entrepreneurs often face. Ryan, drawing from his vast experience in coaching entreprenuers, sheds light on the common issues and shares strategies to effectively cope and conquer.

Ryan's guides us through how to manage mental health as an entrepreneur; from systematizing services to reduce stress and manage client expectations, to mastering the art of saying 'no,' setting boundaries, and embracing delegation.

Work-life balance takes center stage as Roger and Ryan discuss transitioning from a workaholic mindset to embracing self-care without guilt. Ryan's insights echo the significance of seeking help during rough patches and fostering a support system.

Ryan and Roger explore the benefits of prioritizing lifestyle quality in your business approach and talk about the categories that require attention when evolving a business into a lifestyle-centric model.

The conversation turns toward technology's role in shaping the future of business, underlining the importance of adaptability in staying relevant.

Roger elaborates on instilling accountability in AI for accounting accuracy, and the discussion culminates with insightful guidance on embracing technological advancements to elevate your firm.

Tune in to this episode of "Building the Premier Accounting Firm" to witness the dynamic exchange between Roger Knecht and Ryan Lazanis. Their conversation isn't just about accounting—it's about embracing change, fostering well-being, and achieving holistic success in the ever-evolving world of business.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest : Ryan Lazanis, CPA

Ryan Lazanis, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates over 8,500 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching membership.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Ryan sends a weekly newsletter to over 8,500 firm leaders who want exclusive tips & tricks to design & implement an online, scalable firm of their own.

Newsletter sign up - https://futurefirm.co/newsletter/

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses how prioritizing mental health can drive business success with Ryan Lazanis.

View Details

Welcome to another episode of "Building the Premier Accounting Firm" hosted by Roger Knecht. In today's conversation, Roger sits down with Mike Jesowshek, a tax expert with a strong focus on tax preparation and planning for business owners. Mike's mission is to simplify complex IRS rules and help hard-working business owners minimize their tax burdens, allowing them to enjoy the rewards they've earned.

Join us as Mike shares his journey into the world of accounting and how he found his niche in tax planning and preparation. Gain insights into the clear distinction between tax planning and tax preparation, as Mike breaks down these two crucial aspects of financial management.

Explore the realm of tax strategies as Mike discusses his top go-to methods for optimizing tax outcomes. Uncover the unique strategy some business owners employ to maximize deductions by involving their children in their operations.

Delve into the core strategies for effective tax planning and discover additional avenues that businesses often overlook when aiming to maximize deductions. High-income individuals, especially accredited investors, can benefit from Mike's strategies tailored to their unique situations.

Mike also reflects on the concepts of being rich versus being wealthy, offering a thought-provoking perspective on financial success. Learn when it's appropriate to seek external counsel and what factors to consider when selecting the right advisors for your business.

Mike also shares why he transitioned from the world of accounting and tax to embark on a podcasting journey? Gain insights into his motivations and values that drive his business approach, steeped in authenticity and integrity.

As the episode draws to a close, Mike imparts valuable advice on exit strategies, an often underestimated aspect of business planning. Tune in to this episode of "Building the Premier Accounting Firm" for a wealth of insights that business owners, entrepreneurs, and anyone interested in financial growth will find invaluable.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Mike Jesowshek, CPA

Mike’s mission is to help hard-working business owners overcome complex IRS rules and over-inflated tax bills so they can enjoy the fruits of their labor. This is how the Small Business Tax Savings Podcast was born.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Your Tax Saving Headquarters!

Every week, we show you exactly how to reduce your tax bill and pay the least amount of taxes legally possible. Hosted by Mike Jesowshek, CPA, this quick-hitting Podcast gets you real tax-saving results without all the fluff. Listen in to the Podcast: https://www.taxsavingspodcast.com/

Also, take some to and see what it means to become a Professoinal Tax Preparer, PTP. Have the confidence and competence to offer quality tax planning and preparation services for individuals and businesses. This designation (PTP) is worth your time. Check this out NOW!

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger takes a deep dive decoding advanced tax strategies with Mike Jesowshek.

View Details

In this engaging episode of "Building the Premier Accounting Firm," your host Roger Knecht sits down with Meryl Johnston, a Chartered Accountant, investor, and the visionary founder of Bean Ninjas. Join them as they dive deep into Meryl's remarkable journey, unveiling the secrets behind her thriving accounting firm and her invaluable insights for aspiring entrepreneurs.

The episode begins with Meryl sharing her inspiring accounting journey, revealing the pivotal moments that ignited her passion for the field. Meryl candidly shares how she started her company Bean Ninjas, the challenges she encountered, and the invaluable lessons she learned while establishing her business.

One of the highlights of the podcast is Meryl's captivating account of the "7-Day Start-Up Methodology," the very strategy that enabled her to secure her first client within an astonishingly short span of time. Learn the invaluable tips and tricks on how to kickstart your own business efficiently and effectively.

Meryl narrates her path to finding her niche, and sheds light on why she eventually specialized in e-commerce. Merely and Roger break down some of the advantages of niching, as Meryl provides valuable advice to entrepreneurs seeking a focused direction for their businesses.

Meryl discusses the process she underwent transitioning into a part-time role in her company, and how she aptly prepared her clients for her absence. Listeners will benefit from her expertise in handling business continuity and client relations.

The episode also delves into Meryl's unique approach of granting her employees equity in the company, offering a fresh perspective on incentivizing and nurturing a dedicated team.

For those looking to enhance their marketing strategies, Meryl shares insightful tips tailored to new accounting businesses. Her candid revelations about marketing mistakes she encountered along the way will resonate with entrepreneurs striving to grow their clientele.

Not only that, but Meryl also divulges her go-to lead-generation strategies, equipping listeners with powerful tools to expand their customer base.

As the conversation takes a personal turn, Meryl bravely recounts her battle against cancer, sharing her journey of resilience and the profound lessons she learned during that challenging time. Her experience offers wisdom and encouragement for others facing adversities.

Offering sage advice for entrepreneurs considering stepping away from their businesses, Meryl's wisdom on maintaining a balanced and fulfilling life will resonate with listeners seeking a harmonious work-life integration.

The episode concludes on a high note as Meryl introduces her very own podcast, "Lifestyle Accounting," explaining its purpose and how it complements her mission in the accounting world.

Meryl provides intriguing insights into international markets, offering keen observations on bookkeeping and accounting nuances and commonalities across borders.

Tune in to "Building the Premier Accounting Firm" with Roger Knecht and indulge in an episode brimming with entrepreneurial revelations, business acumen, and the spirit of perseverance.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Meryl Johnston

Meryl is a Chartered Accountant and investor.

She founded Bean Ninjas in July 2015 with $1,000 following the 7 Day Startup methodology. Now 8 years later the company operates in Australia, the US and UK and has a distributed team of 30 people.

After 6 years as CEO, Meryl stepped into a part-time advisor role at Bean Ninjas and has a leadership team running the day to day operations.

She is now focused on her podcast, the Lifestyle Accountant Show, and investing in businesses in the accounting industry.

On the weekends Meryl can be found surfing at a local Gold Coast beach or hanging out with her partner and two daughters.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Check out the Lifestyle Accountant Show podcast https://www.lifestyleaccountant.co/ or connect with Meryl on LinkedIn - https://www.linkedin.com/in/meryl-johnston-3a483728/

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses the 7-day start-up methodology with Meryl Johnston.

View Details

Join host Roger Knecht in this engaging episode of "Building the Premier Accounting Firm" as he sits down with the one-of-a-kind rapping accountapreneur, Scott Scarano. Tune in to discover Scott's inspiring journey into the world of accounting, and how he's shaking up the industry with his unique and edgy podcast, "Accounting High."

In this episode, Scott shares the origins of his accounting career and the passion that led him to become the host of the groundbreaking podcast, "Accounting High." Learn what sets his podcast apart from the rest and how it stands out with its distinct approach, blending education and entertainment like never before.

Listeners will gain valuable insights from Scott's podcast as he delves into the best takeaways, offering practical advice and knowledge that can help both aspiring and established accountapreneurs elevate their game.

Uncover the soft skills that are often overlooked in traditional educational settings but are crucial for success in the world of accounting entrepreneurship. Scott sheds light on the skills that aspiring accountapreneurs should master to excel in their careers.

Delve into Scott's process for building a successful accounting firm and learn about EOS (Entrepreneurial Operating System) and its vital role in shaping and optimizing businesses.

Scott offers an exciting sneak peek into his upcoming book about running an accounting practice, giving listeners something to look forward to and empowering them with knowledge and strategies for growth and success.

Stay ahead of the curve as Scott discusses upcoming changes that will revolutionize the accounting landscape, altering the way things work in the industry. Get a glimpse of the future and prepare for what's to come.

Discover the fascinating world of rap accounting and how Scott's passion for music and creativity have contributed to his upcoming book. Understand the similarities and differences between rap accounting and conventional accounting, and see how he uses this unique form of communication to educate, entertain, and engage his audience.

Explore the ways in which rap has become an effective learning tool for Scott and others, revolutionizing the way accounting knowledge is shared and absorbed.

Gain valuable insights into work-life balance and the challenges Scott has faced while juggling his professional and personal life. Learn from his experiences and find inspiration to maintain equilibrium in your own life.

Understand the role Scott plays in his business now that he has stepped away from the daily operations. Learn how he built confidence in his employees to effectively run the business and ensure its continued success.

Explore the process of transitioning employees and clients as Scott stepped away from the business, and how he continues to manage client relations effectively.

As the episode draws to a close, brace yourself for an extraordinary rap performance from Scott, leaving you inspired and entertained.

Join Roger Knecht and Scott Scarano on this incredible episode of "Building the Premier Accounting Firm" as they unveil a world of innovation, creativity, and entrepreneurial wisdom that will leave you motivated to reach new heights in your accounting journey. Tune in now and stay ahead in the ever-evolving world of accounting and entrepreneurship!

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Scott Scarano

Scott Scarano is an eccentric entrepreneur with the heart of a lion and the soul of a housecat. He loves approaching problems from a different perspective and analyzing solutions—his “Why” is empowering all growth-minded entrepreneurs to thrive and prosper. Scott did the school thing and has the credentials, but his real value comes from his questioning mind and ability to push through any adversity. Scott is the founder of Accounting High which is the premier practice management podcast for tax and accounting firms. Join him for some fun and oftentimes colorful conversations about the accounting and tax industry as the next generation of professionals questioning the state of the accounting and tax industry. Scott lives in Raleigh, bleeds Carolina blue, and dedicates himself to his astonishing wife, Juana, and their three surprisingly intelligent kids Julia, Frankie, and Arya.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Join the Accountant Bracket Challenge aka "ABC March Appness" enroll today to nominate the top 5 accounting platforms that make your accounting life better! Bracket.accountinghigh.com

Listen to Accounting High

Get the Turnkey Business Plan for accounting professionals. Take the time to consider your business plan. It is here you’ll consider everything from marketing and sales, to pricing, offering quality accounting services and more. These are the steps to having the premier bookkeeping, accounting and tax business in your area.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses everything from accounting to rapping with Scott Scarano.

View Details

In this episode of Building the Premier Accounting Firm, our esteemed host Roger Knecht sits down with a marketing guru and Amazon Best Selling Author, Marco Salinas. Co-authoring a book with the legendary sales and personal development consultant, Brian Tracy, Marco brings a wealth of knowledge and experience to the table.

In this captivating conversation, Roger and Marco explore the fundamentals of marketing, providing you with a clear understanding of what marketing truly entails. They highlight the power of content marketing and offer practical advice on how to effectively implement content strategies in your own business. Discover the content marketing techniques that both Roger and Marco employ, giving you actionable tips to enhance your firm's visibility and attract your target audience.

As Roger shares his invaluable marketing rules of thumb, you'll gain exclusive insights into effective marketing practices for your accounting firm. Marco also uncovers the best platforms for networking, while also exploring both traditional and modern-day marketing approaches. He reveals his marketing background and areas of specialization, providing you with real-world examples of how to leverage your expertise for maximum impact.

Ever considered publishing a book to establish yourself as an authority in the field? Marco and Roger dive into the process of starting your book project, highlighting the right way to write and publish a book that positions you as an industry leader. Learn the art of using books as lead generators, unlocking their potential to attract high-quality clients and solidify your reputation.

Marco breaks down the nuances of ghostwriting and co-authoring, offering you a comprehensive understanding of how both approaches can work for you. Discover the benefits of each method and learn how to harness them to your advantage, whether you're seeking to build credibility or expand your audience.

Lastly, Marco shares the individuals who have significantly influenced his career and the invaluable lessons he has gained from them. Prepare to be inspired as he recounts his personal journey and imparts wisdom that you can apply to your own professional growth.

Join Roger Knecht and Marco Salinas in this thought-provoking episode of "Building the Premier Accounting Firm," as they unravel the secrets of marketing, content strategies, book publishing, and personal development. Get ready to transform your accounting firm into a powerhouse of success. Tune in now and unlock the key to achieving your business goals.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Marco Salina

Marco Salinas is an Amazon Best Selling Author and has co-authored a book with the legendary sales and personal development consultant Brian Tracy.

He is a long time student of Marketing Legend Dan Kennedy and is a Media and Publishing Consultant himself, having previously hosted a radio show on 930AM the Answer in his hometown of San Antonio, TX and has been interviewed on local TV news affiliates in Houston, San Antonio, and Austin.

Marco is now a podcast producer and host at Business Innovators Radio Network helping small to medium sized businesses to grow through various strategic media marketing assets.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

In today’s conversation it was mentioned you should consider reading Winning through intimidation

You also may want to become the expert, the authority on your topic of choice as an author. Consider working with Marco to experience his “done for you publishing - https://expertpublishing.associates/

Or would you like to Co-Author a book to help you get the accounting clients you deserve! Perhaps Co-author a book to help you offer CFO and Advisory services as the Profit & Growth Expert to your clients. Check out this amazing opportunity to Co-Author with Roger Knecht.

• Your Strategic Accountant, co-authored with YOU!
• Your Profit & Growth Expert, co-authored with YOU!

And don’t forget to get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
• “in the BLACK, nine principles to make your business profitable” – e-book
• Profit First - Transform your business from a cash-eating monster to a money making machine using this proven system.

Offer CFO and Advisory services with confidence and competence following the Universal Business Builder process. As a certified Profit & Growth Expert you will help your clients apply the principles of Profit First & Value Builder as you apply the CFO Project processes.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses mastering content marketing with Maro Salinas.

View Details

Join host Roger Knecht in this episode of "Building the Premier Accounting Firm" as he sits down with Mark Wickersham, a Chartered Accountant, public speaker, and renowned author known for being the most sought-after profit improvement expert in the accounting community. This insightful conversation covers a wide range of topics that promise to transform your approach to accounting and help your firm thrive.

Mark Wickersham shares his journey of growth, offering valuable lessons from his own accounting practice's beginnings and sharing what he would do differently to achieve even greater success. The discussion delves into the evolution of marketing and pricing strategies, providing valuable insights into crafting effective marketing campaigns and setting prices that reflect the true value of your services.

Discover the nuances between marketing and selling, and learn how to establish meaningful connections with clients, giving your firm a competitive edge. The episode also explores the telltale signs that a business is not priced correctly and provides practical tips to determine pricing that aligns with the value you provide, including the power of value pricing and why you should consider menu-pricing as a great starting point.

Mark Wickersham shares inspiring stories of entrepreneurs whose businesses have been transformed by implementing value-pricing strategies. Stay ahead of emerging threats and changes in the accounting industry, and explore how accountants can profit from AI, including leveraging ChatGPT to drive efficiency and business growth. Gain essential strategies to remain relevant in the rapidly changing world of AI and accounting.

Whether you're an aspiring accounting firm or a seasoned professional, this episode of "Building the Premier Accounting Firm" with Roger Knecht and Mark Wickersham is a must-listen. Unlock the secrets to building a thriving accounting practice, embracing innovation, and achieving unprecedented success in the world of accounting.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Mark Wickersham

Mark Wickersham – Chartered Accountant, public speaker and author – is known as the most sought-after profit improvement expert in the accounting community.

Mark is also a widely published author on practice issues. In May 2011 his first book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. His 6th book, “Value Pricing for Accounting Professionals” was published by Kogan Page in 2022.

In 2015 Mark was shortlisted in the AccountingWeb “Outstanding Contribution to Accounting” award.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

1) Claim your free place on the Profitable Bookkeeping Bootcamp here: http://bit.ly/3JWgTbH

2) Want to get ahead of the curve with AI and ChatGPT? Grab a ticket for our Virtual Summit here: bit.ly/3rwKr9i

3) Get free resources, including my most popular eBook, when you connect with me on LinkedIn here, https://www.linkedin.com/in/markwickersham1/ - when you connect just let me know you saw me on the podcast and I’ll send you links to some great resources via LinkedIn

But don’t stop there.

4) Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

5) Learn what it is you can do to become an author, leveraging your expertise to effectively market your services and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must see presentation so get ready to take some great notes.

6) In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses various topics from value pricing to AI with Mark Wickersham.

View Details

Welcome to another insightful episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Darryl Bates-Brownsword, an esteemed Business Consultant and Coach, who brings over 25 years of invaluable experience to the table. Prepare to gain a wealth of knowledge as they delve into a variety of intriguing topics that are sure to resonate with accounting professionals and entrepreneurs alike.

Kicking off the conversation, Darryl shares his fascinating journey from engineering to accounting, highlighting the pivotal moments that led him to where he is today. As a seasoned business coach and consultant, Darryl sheds light on his roles in both capacities, offering valuable insights into how he embarked on these rewarding paths.

Distinguishing between a mentor, a coach, and a consultant, Darryl unveils the unique characteristics and benefits of each role. Discover why entrepreneurs are increasingly inclined to seek the expertise of CFOs, consultants, or coaches, and how these professionals can effectively drive business growth and success.

Ever wondered about the significance of exit planning? Look no further. Darryl delves into the world of exit planning, unraveling its importance and the reasons why business owners should consider it sooner rather than later. Gain a deeper understanding of how to maximize the value of a company and the key aspects that contribute to its overall worth.

Drawing from his vast experience, Darryl provides valuable insights into the tools and processes he utilizes while valuing a company. Listen closely as he reveals why accountapreneurs should consider incorporating exit strategies into their services, and how accountants can seamlessly integrate exit planning into their repertoire.

Darryl underscores the benefits of having a well-crafted exit strategy, emphasizing its positive impact on business owners and their future endeavors. Discover who plays a crucial role in the exit planning process and unravel the myriad of advantages it brings to the table.

Tune in to this episode of "Building the Premier Accounting Firm" as Roger Knecht engages in a captivating dialogue with Darryl Bates-Brownsword, unraveling the intricate world of accounting, business coaching, and strategic exit planning. Prepare to gain valuable insights that will empower you on your journey towards building a successful accounting firm.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Darryl Bates-Brownsword

Darryl is an accomplished Business Consultant and Coach with a dynamic and driven approach, backed by over 25 years of valuable experience. He is passionate about empowering business owners to get the most from their life's work and exit on their own terms.

Known for his ability to connect with others, think strategically, build strong teams, and solve complex problems, Darryl has the talent for simplifying problems and guiding businesses towards success. His track record includes building two international multi-million turnover businesses, with one currently operating in 16 countries.

Darryl's quick thinking and analytical skills enable him to swiftly identify core issues and understand the broader context. By challenging the status quo, he consistently achieves consistent, repeatable, and reliable business results.

Originally from Australia, Darryl's career began as an Engineer in the Power Industry. Since relocating to the UK in 2005, he has gained a reputation for combining systems thinking with creativity, achieving results in even the most challenging situations.

Outside of work, Darryl enjoys cycling and running to clear his head and maintain a healthy balance to life. He holds a B Eng (Mech) Engineering and an MBA.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get the tools you need to confidently offer valuation risk reduction services using Capitaliz. Take advantage of this opportunity from Darryl to receive a free DEMO today!

Here's some more information about the Capitaliz platform that supports business advisers to prepare their clients' business for exit using the 21 Steps methodology.

Why Capitaliz - You may also want you to enrol in CapitalizNow. It contains everything you would see in a demo plus:

• Critical business exit statistics
• Why Capitaliz (a handy sales tool)
• Revenue potential calculator
• A rapid overview of Capitaliz (7 minutes)
• A deep dive of Capitaliz (31 minutes)
• What to expect from the Academy
• Top 10 tips for new exit planners
• Top tips for getting approval from your compliance department
• Bonus resources (a 50 page glossy e-Book, an engagement letter template and sales script for use with prospects)
• Details on our pricing packages

CapitalizNow is complimentary and on-demand, meaning you won’t have to wait for a demo to start experiencing how Capitaliz can help you to work with your clients to prepare them to be exit ready so that they can get the most from their life’s work, maximise value and exit on their own terms.

Also, do you know what your business is worth? Now is the time to receive your FREE Business Score. Get the report you need to know what you need to do to work ON your business today.

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
• “in the BLACK, nine principles to make your business profitable” – e-book
• Profit First - Transform your business from a cash-eating monster to a money making machine using this proven system.

Offer CFO and Advisory services with confidence and competence following the Universal Business Builder process. As a certified Profit & Growth Expert you will help your clients apply the principles of Profit First & Value Builder as you apply the CFO Project processes.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses exit planning process with Darryl Bates-Brownsword.

View Details

Welcome to another engaging episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Kate Josephine Johnson, the owner of Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses all over the United States. Kate has established herself as a trusted authority in the industry and furthermore, she also assists accounting professionals in creating fulfilling virtual accounting careers through her Bookkeeping Side Hustle Community.

In their captivating conversation, Roger and Kate delve into the factors that initially sparked her interest in the accounting field and they explore the driving force behind her decision to start a successful bookkeeping business. Kate also breaks down why video has become an indispensable tool for communication and marketing within the realm of virtual accounting, and shares how she has effectively harnessed its power to promote her own bookkeeping services.

Kate candidly shares the challenges she encountered as an accountapreneur as she and Roger clarify the distinction between bookkeeping and accounting. Roger also sheds light on the concept of fractional CFOs, providing valuable insights into how they differ from traditional bookkeeping and accounting roles.

Hustles and hobbies often intersect, and Kate and Roger delve into the differences between the two as they also discuss when a hobby evolves into a full-fledged job. In addition, Kate reveals her strategies for diversifying income streams within the accounting space, offering a wealth of inspiration to those seeking to expand their financial horizons.

Join us on this enlightening episode as Kate and Roger impart their wisdom and experiences, leaving you equipped with practical guidance for your accounting journey. Whether you're an aspiring accountant, a seasoned bookkeeper, or an entrepreneurial spirit looking to thrive in the virtual accounting world, this podcast is your ultimate resource for building a premier accounting firm that stands above the rest.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Kate Josephine Johnson

Kate Josephine Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small business clients all over the United States. She can also be found helping other accounting professionals build a virtual accounting career they love inside her Bookkeeping Side Hustle Community.

She is a very proud Texan, Baylor Bear, and Navy wife. Her hair fits her personality. She is a morning person. Big time. She gets more done before 7:00 am (when her kids are allowed out of their room) than some people get done all day long!

As far as credentials go, she holds an MBA from the Yale School of Management and a BA in Economics from Baylor University. In 2020 she was recognized as a Top 50 Women In Accounting. She worked in corporate finance before opting to become a stay-at-home-mom for several years after her first child was born.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

I don't have anything to sell other accountants. I would love folks to subscribe to my newsletter on Substack. This is a great resource for bookkeeping professionals that you want to subscribe to today.

You also need to get the Turnkey Business Plan for accounting professionals. From marketing, pricing, to offering quality services this is a must have outline for you to follow as you work on your business to have the premier bookkeeping, accounting and tax business in your area. Get it for FREE Now!

And don’t forget to receive your FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses diversifying income streams with Kate Johnson.

View Details

Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this captivating episode, Roger sits down with Alicia Katz Pollock, a distinguished QuickBooks Online expert, coach, speaker, author, and entrepreneur.

Alicia's journey into the world of accounting began with her fascination for QuickBooks. She shares the story of what sparked her interest and how it led her to establish her thriving online learning business, Royalwise.

Alicia also talks about how Social Media was key in attracting some of her biggest clients in the early days of QuickBooks Online. She discusses why business owners often choose to outsource bookkeepers instead of learning QuickBooks themselves, and why it is important to train employees on this powerful accounting tool. She also sheds light on her unique approach to training, catering to different learning styles to ensure maximum comprehension and proficiency.

Curious about the differences between QuickBooks desktop and online? Alicia breaks it down for you, sharing why some users still prefer the older desktop version and the advantages of transitioning to QuickBooks Online. Stay ahead of the game as Alicia provides a sneak peek into the exciting updates coming to QuickBooks Online.

As the conversation unfolds, Roger and Alicia touch on intriguing topics such as the relationship between QuickBooks and bookkeepers, dispelling any concerns of professional insecurity. They explore the potential impact of AI on the accounting profession, offering valuable insights into how this technology might shape the future.

Unlock a treasure trove of QuickBooks tips and tricks that will elevate your accounting skills. Alicia generously shares her knowledge, ensuring that you're well-equipped to streamline your processes and achieve greater efficiency. Discover the least utilized features in QuickBooks and understand why exploring and experimenting with them can lead to enhanced productivity.

Accounting conferences play a vital role in professional growth, and Alicia highlights their value. Gain invaluable advice on how accountants can make the most of these events and leverage vendor relationships to their advantage.

Closing the episode, Alicia imparts her wisdom and guidance to business owners, offering valuable advice that will help them navigate the complex world of accounting.

Tune in to "Building the Premier Accounting Firm" as Roger Knecht and Alicia Katz Pollock dive deep into these fascinating topics and more. Expand your knowledge, gain practical insights, and unlock the potential to take your accounting firm or business to new heights.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Alicia Katz Pollock

Alicia Katz Pollock is the QBO Rock Star at Learn.Royalwise.com. As a Top 10 ProAdvisor and a member of the Intuit Trainer/Writer Network, Alicia has five QuickBooks books on Amazon, leads weekly training webinars, and runs a QBO Coaching program. She is a top-rated speaker at QuickBooks Connect, and Scaling New Heights, and will be joining us at GrowCon 2023. With a Masters of Arts in Teaching, 30+ years of tech industry experience, and a mile-long list of professional certifications, Alicia expertly blends deep subject matter expertise and patient guidance to provide an easy and fun online learning environment.

Sponsors:

Universal Accounting Center

● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get the QuickBooks Online training you need to work confidently and competently. Enroll in the QBO Bootcamp (UAC) that Alicia created to help you become a capable QuickBooks user.

• “GROWCON23” - use this coupon for 23% off any courses we offer, or off 1st month of membership

For more information related to the training that Alicia offers, check out www.Learn.Royalwise.com

Also consider becoming a certified QuickBooks Specialist with Universal Accounting.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses training new team members and clients with Alicia Katz Pollock.

View Details

Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, we have the privilege of sitting down with Alyssa Dillon, a highly experienced financial professional with nearly 15 years of expertise. Get ready for an enlightening conversation as Alyssa shares her remarkable journey from team leader to CFO in the corporate world, and ultimately, her decision to become an entrepreneur.

Alyssa takes us through the pivotal moments that led her to start her own business, revealing the valuable lessons she learned about herself along the way. She passionately discusses her commitment to working with women and eradicating generational poverty, highlighting how she empowers the women she encounters with the tools for success.

We delve into Alyssa's perspective on generational wealth, exploring what it truly means to her and the legacy she desires to pass down to her children. Discover the unique aspects of her accounting firm, where she seamlessly blends her roles as a CFO and CEO. Alyssa reveals her strategies for effective delegation, which she has successfully transferred to her coaching business and her Mastermind.

Speaking of Masterminds, Alyssa shares her invaluable insights on their transformative power. She unveils the profound impact that Masterminds have had on her own growth, relationships, and professional development. Gain a deeper understanding of what Masterminds mean to her and the differences between free and paid programs.

Intrigued by high ticket clients? Alyssa unravels the secrets behind attracting these discerning clients and the services they find most valuable. Discover the true worth of high ticket clients and the investment they are willing to make in their financial success.

As the conversation draws to a close, Alyssa reveals her aspirations for her children and the profound lessons she hopes they will learn from her journey. Join us as we explore these captivating topics and gain valuable insights from an exceptional financial leader.

Tune in to "Building the Premier Accounting Firm" with Roger Knecht and special guest Alyssa Dillon. Prepare to be inspired, informed, and empowered as we unravel the secrets to success in the world of finance and entrepreneurship.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Alyssa Dillon

Alyssa has worked in the financial space for nearly 15 years. During this time she has MASTERED the way Business Owners feel about their money, why they HIRE financial professionals, and what motivates them to pay.

Even better - she has developed and deployed strategies to help not only herself reach multi 6 figures in my small virtual accounting firm, but she is helping other financial pros do it too.

She has been so lucky to help coaches, consultants, and service providers in the finance industry build multi 6 figure and 7-figure companies.

She deeply cares about women making more money, ending generational poverty, and building generational wealth.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Become a Profit & Growth Expert. In addition to your accounting services learn what you can do to market, sell, price, and provide quality CFO & Advisory services with confidence. Follow the Turnkey process as a Profit & Growth Expert using the Universal Business Builder system.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses mindset and eradicating generational poverty with Alyssa J Dillon.

View Details

Welcome to "Building the Premier Accounting Firm" with your host Roger Knecht. In this episode, Roger sits down with Troy Ballard, a highly experienced and certified professional bookkeeper and Accountapreneur with over three decades of experience in the field of bookkeeping.

Tune in as they delve into a wide range of topics, uncovering Troy's journey from starting out as an accountant to eventually launching her own company. Discover the fascinating concept of heart-led businesses, why Troy chooses to specialize in these unique ventures, and how she helps her clients overcome the shame of charging for their invaluable services.

As an expert in targeting heart-led businesses, Troy shares her effective strategies for marketing her services and building genuine relationships with clients in this niche. Gain insights into the industries she collaborates with and learn why cultivating deep connections is vital in her line of work.

But it doesn't stop there. Join the conversation as Troy opens up about her personal methods for decompressing from stress and work, drawing inspiration from her experience as a dog trainer and pet owner. Discover the unexpected ways she integrates her passion for animals into her client interactions.

Looking ahead, Troy provides valuable insights into the future of the accounting industry and how it is evolving to accommodate the rise of Millennials and Gen-Z-ers as future business owners. Uncover what accountants need to know about these generations to stay ahead of the curve.

With so many intriguing topics covered in this episode, you won't want to miss out. Join Roger Knecht and his guest, Troy Ballard, as they explore the fascinating world of accounting, heart-led businesses, relationship building, and the future of the industry. Get ready for an insightful and engaging conversation that will leave you inspired to build your own premier accounting firm.

Tune in to "Building the Premier Accounting Firm" with Roger Knecht, available now on your favorite podcast platform.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Troy Ballard

Troy Ballard is a highly experienced and certified professional bookkeeper with over three decades of experience in the field of bookkeeping. She started her own business in 2015 providing top-notch bookkeeping services to help businesses achieve profit and growth. In addition to her expertise in finance, Troy is also a talented musician who plays the guitar and writes songs and poems in her free time. She is also an avid dog lover and trains her pet for competition events. With her diverse interests and extensive experience, Troy is a well-rounded and valuable asset for any organization.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Become a certified Profit & Growth Expert.

As you transition into advisory services it’s important you understand how best to market your services, sell, price and fulfill you client engagements with confidence and competence. Learn how best to work with your clients as their strategic accounting, or as we like to say, “their Profit & Growth Expert”.

Learn more HERE and see what you can do to add these valuable services to your offerings to become the premier accounting firm in your area.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses heart led businesses with Troy Ballard.

View Details

Welcome to another episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this insightful episode, Roger sits down with Elizabeth Szporn, a seasoned guide at Profit First Professionals. As an expert in transforming accounting, bookkeeping, and coaching firms, Elizabeth brings a wealth of knowledge and experience to the conversation.

The episode kicks off with Elizabeth sharing her inspiring journey into the accounting industry. From humble beginnings to becoming a trusted advisor, she reveals the pivotal moments that shaped her career and passion for helping entrepreneurs succeed.

One of the key concepts they delve into is the profit-first philosophy. Elizabeth explains how this transformative approach can revolutionize the way entrepreneurs manage their finances. By prioritizing profit and applying strategic allocation methods, she unveils how businesses can thrive in any economic climate.

Ever heard of Parkinson's law? Elizabeth and Roger shed light on this powerful principle and explore its practical application in the world of accounting. Discover how Accountapreneurs can leverage Parkinson's law and the profit-first philosophy to optimize their business operations, increase productivity, and achieve sustainable growth.

But what holds entrepreneurs back from embracing the profit-first philosophy? Elizabeth addresses this common challenge head-on, highlighting the fears and misconceptions that often hinder adoption. Through real-life examples and success stories, she demonstrates the profound impact that embracing a profit-first mindset can have on businesses of all sizes.

They also talk about the struggles accountants face when transitioning into the advisory space. Elizabeth shares valuable insights on how to overcome these obstacles and find the perfect balance between pricing and client fulfillment. Discover the Goldilocks method, a practical approach to tailoring your services to meet client needs while ensuring profitability and value.

Tune in to this captivating episode of "Building the Premier Accounting Firm" to gain a deeper understanding of the profit-first philosophy, Parkinson's law, and how they can transform your business. Elizabeth Szporn's expertise and anecdotes will inspire and empower you to take proactive steps towards building a thriving accounting firm that stands out in the industry.

Don't miss out on this engaging discussion that touches upon various topics, including entrepreneurship, financial management, client relationships, and more. Join Roger Knecht and Elizabeth Szporn as they share their valuable insights on the path to success in the accounting world.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Liz Szporn

Liz Szporn is a Guide at Profit First Professionals where she supports the transformation of accounting, bookkeeping and coaching firms. She particularly loves working on content and strategy to increase client engagement starting at the beginning of the sales cycle. Liz has 20+ years of experience as an executive and entrepreneur with a track record of financial success and strong leadership skills. In addition to being a Guide, Liz is a co-host on the Grow My Accounting Practice podcast, with Mike Michalowicz and Ron Saharyan. She also co-founded Leaderally, a professional development organization dedicated to educators, where she produces content and curriculum for online and in-person courses and workshops. Liz lives in New Jersey with her husband, three children, and two dogs.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Connect with Roger and Liz on Linkedin

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
• “in the BLACK, nine principles to make your business profitable” – e-book
• “Profit First” - Eliminate Entrepreneural Poverty, transform your business & your clients from a cash-eating monster to a money making machine using this proven system

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses pricing and valuing yourself with Liz Szporn.

View Details

Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Christian Jones, the President of TaxProMarketer, a leading company specializing in digital marketing for accountants and tax practitioners. Together, they delve into a wide range of insightful topics that will revolutionize your firm's marketing strategies and help you achieve unprecedented success.

Join Roger and Christian as they discuss Christian's inspiring journey towards becoming the President of TaxProMarketer. Discover the pivotal moments and challenges that shaped his path to leadership, and gain valuable insights into how you can overcome obstacles and take the helm of your own firm.

One key aspect of any thriving organization is its company culture. Learn from Christian as he shares his vision for maintaining the success and fostering a supportive environment at TaxProMarketer. Discover the formula behind creating a positive workplace atmosphere that empowers your employees to thrive, ensuring both their satisfaction and the growth of your firm.

In the ever-evolving digital landscape, search engine optimization (SEO) is a critical factor for accountants and tax professionals. Christian sheds light on why SEO matters and how it can propel your business forward. Uncover strategies and best practices that will enable you to enhance your online presence, boost visibility, and attract your ideal clients.

Marketing and sales are fundamental pillars of any successful accounting firm. Explore with Roger and Christian the true meaning of marketing and sales, along with their various elements and phases. Gain expert advice on how to implement effective marketing campaigns and develop compelling sales strategies that drive growth and profitability for your practice.

Looking for practical marketing tips and tricks? Christian shares valuable insights and tactics that you can implement right away to maximize your marketing efforts. From harnessing the power of organic Google searches to leveraging the potential of email marketing and newsletters, you'll discover the secrets to reaching your target audience and building strong client relationships.

Deciding when to outsource certain aspects of your business can be challenging. Roger and Christian provide expert guidance on determining the right time to outsource and how it can benefit your firm. Gain a deeper understanding of the areas that can be effectively automated, freeing up your time and resources to focus on what truly matters: serving your clients.

Are you ready to revolutionize your accounting firm's marketing and sales strategies? Tune in to this episode of "Building the Premier Accounting Firm" as Roger Knecht and Christian Jones uncover the secrets to automating your marketing and sales processes. Learn how technology can streamline your operations, increase efficiency, and ultimately lead to unprecedented growth and success.

Don't miss out on this engaging and informative conversation with Christian Jones, President of TaxProMarketer, as he shares his invaluable expertise on digital marketing for accountants and tax practitioners.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Christian Jones

Since 2007, TaxProMarketer has specialized exclusively in digital marketing for accountants and tax practitioners. Our reputation across the wide spectrum of specialties within our community is built upon how we prioritize timely, punchy, and FRESH content, nurturing authentic (and profitable) relationships with clients, technical excellence, and results — in the form of new prospects and retained clients for YOUR practice.

Christian is TaxProMarketer’s CEO. He oversees TaxProMarketer’s website and SEO departments and helps develop tactics and strategies within each area. Developing and implementing strategies that deliver results for TaxProMarketer’s clients is one of Christian’s main areas of oversight. He also teaches a variety of topics in CPE webinar settings, at live events, and on other platforms where TaxProMarketer presents. The strategy Christian has developed around search marketing, and the implementation team who pull it off, is setting the standard within the tax and accounting industry.

Outside of the website and SEO departments, Christian’s role as president includes overseeing key projects for TaxProMarketer and engaging with TaxProMarketer’s wonderful clients.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Go HERE for a Discovery Call - Let's help you and your firm THRIVE … by dominating your local online market without becoming a carnival barker.

By the way, do you need to refresh your online presence with a new accounting website? As a listener of this podcast we invite you to take advantage of this special offer to get a professional accounting website for FREE!

Learn what you can do to automate your marketing and sales nurturing efforts, improve customer service and so much more as you work ON your business and leverage proven best practices in your accounting firm. This is the Universal CRM that helps you focus on what it is that you do best as you grow the business. This is a webinar you don’t want to miss. Go HERE to learn more!

Now that you have leads coming in it’s time to effectively nurture and sell the contacts you have to build the business with your ideal clients. To do so confidently we invite you to learn and apply the principles of Strategic Selling and Selling with Confidence in your business.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Friday for a new episode where Roger discusses a variety of marketing and sales tactics with Christian Jones.

View Details

Join us for another enlightening episode of "Building the Premier Accounting Firm" as your host, Roger Knecht, sits down with Accountapreneur, Michelle Quinonez for a captivating conversation. Michelle takes us on a journey through her incredible path in accounting and the establishment of her own successful business.

Discover the driving force behind Michelle's unique approach to business—the 'State of Being' and explore how this profound mindset influences her decision-making and fuels her ambition to continuously push boundaries and redefine success.

Michelle talks about what financial transparency means to her and its significance in both her professional and personal life. Delve into the depths of Michelle's experiences with financial transparency as she distinguishes its impact in various aspects of her life. Uncover the areas where it benefits her the most, opening doors to trust, authenticity, and stronger client relationships.

Michelle and Roger also talk about money—a subject that fascinates us all. Michelle shares her unique perspective on money and its role in her life. She explores the concept of an abundance mindset and how embracing it can transform our relationship with money and pave the way for financial success.

Roger and Michelle share their secrets to effectively communicating the value of CFO & Advisory services to their clients and strategies for helping clients understand and appreciate the worth of these services, in enabling them to make informed decisions that drive their businesses forward.

Get ready to be inspired, empowered, and equipped with a fresh perspective on accounting, entrepreneurship, and building your own premier accounting firm. Tune in to "Building the Premier Accounting Firm" and join Roger Knecht and Michelle Quinonez on this exhilarating podcast episode.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Michelle Quinonez

Owner and founder of MR Books Advisory & Pocket Your Profit where Michelle offers Virtual CFO and Custom Accounting firm. MR Books Advisory exists to Empower business owners to own their financial success! Replacing confusion, stress, and uncertainty with Clarity, Freedom, and Control.

It's your business. Your profit should come first.

This is not your typical CFO or Bookkeeping firm. I serve entrepreneurs and small business owners to grow their businesses, profitably.

Learn how to end the Paycheck-to-Paycheck Limiting Mindset. Solve the dead-end income problem by empowering your small business towards freedom and profitability. Pocket Your Profit provides a level of insight, education, and implementation that is focused on inspiring mutual financial success and growth.

Her philosophy and expertise maximize Money & Time through profit-focused cash management and scalable systems. This approach provides both businesses and business leaders with the keys to unlocking financial success and freedom.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Ikigai - the secret to a long and happy life

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses the importance of who we are and financial transparency with Michelle Quinonez.

View Details

Get ready for a must-listen episode of "Building the Premier Accounting Firm" with your host Roger Knecht, as he sits down with Jessica Fialkovich, business exit expert, small business advocate, entrepreneur and podcast host. Together, they explore everything you need to know about preparing your business for sale.

Jessica shares her incredible journey and how she became an expert in business exit strategies. She also talks about the essential elements that give a firm value and how accounting can impact the value of a business. Jessica also dives into qualitative and quantitative factors that give a firm maximum value, the most common ways of valuing a business, and why owner absentee businesses are more valuable.

But it doesn't stop there. Are you considering selling your business? Jessica opens up about the mental health challenges that owners face when selling their businesses and strategies for overcoming them. You'll also learn about the most effective strategies accountants can employ to make a business more likely to sell.

Jessica also shares the top five mistakes that business owners make when selling their businesses and how you can avoid them. With her expert guidance, you'll be well-equipped to get the maximum value for your accounting firm.

If you're a business owner or an accountant looking to take your practice to the next level, you won't want to miss this episode.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Jessica Fialkovich

Jessica Fialkovich - Business Exit Expert | Small Business Advocate | Entrepreneur | Podcast Host

Jessica helps hundreds of entrepreneurs buy and sell businesses each year through her business brokerage practice and Exit Factor, an innovative consulting company that provides online and offline programs to learn how to prepare a business for sale and increase business value.

Jessica also is the co-host of The Deal Board Podcast, that shares inside stories in the small business mergers and acquisitions world.

Sponsors:

Universal Accounting Center

● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Go here to see a special offers that Jessica has for our listeners :)

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

● “in the BLACK, nine principles to make your business profitable” – e-book

● “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses essential strategies for success when selling your business with Jessica Fialkovich.

View Details

Daniel Burrus is considered one of the World’s leading futurists on global trends and disruptive innovation who, over the past forty years, has established a worldwide reputation for his exceptional record of accurately predicting the future of technology-driven change and its direct impact on the business world.

He is the CEO of Burrus Research, a research and consulting firm that monitors global advances in technology-driven trends to help clients profit from technological, social and business forces that are converging to create enormous, untapped opportunities.

He serves on the Department of Defense Joint Services Futures Group, and he is a strategic advisor to executives from Fortune 500 companies, helping them to develop game-changing strategies based on his proven methodologies for capitalizing on technology innovations and their future impact. His client list includes Lockheed Martin, Verizon, Microsoft, VISA, Deloitte, Google, KPMG, and FedEx.

He is the author of seven books, including The New York Times and The Wall Street Journal bestseller, Flash Foresight, and his latest book, The Anticipatory Organization, is an Amazon #1 bestseller. Burrus is also a featured writer with millions of weekly readers on the topics of innovation, change and the future.

He has been the featured subject of several PBS television specials and has appeared on programs such as CNN, Fox Business, and Bloomberg, and he is quoted in a variety of publications, including Harvard Business Review, The Wall Street Journal, Financial Times, Fortune, and Forbes.

He is a highly innovative entrepreneur who has founded and managed six businesses, four of which were national leaders in the first year.

The New York Times has referred to him as one of the top three business gurus.

Episode Title:Becoming the Disruptive Accountant w/ Futurist Daniel Burrus

Episode Description:

In this episode, your host Roger sits down with Daniel Burrus, a renowned futurist, keynote speaker, and business strategist, to discuss the secrets of anticipating change and using it to create a competitive advantage.

Daniel is an expert in disruptive innovation, and in this episode, he shares insights on how to anticipate change and disruption to stay ahead of the curve. They discuss the difference between hard trends, which are future events that will happen, and soft trends, which are unpredictable and could go either way. He explains how to identify and leverage hard trends to create a mindset shift from pessimistic to opportunistic, and how accountants can use these trends to drive business growth.

He also talks about emerging technologies like Chat-GPT and other AI, and how accountants can use these tools to improve their services and stay ahead of the competition. Daniel and Roger explore how accountants can apply these technologies to create new efficiencies, enhance client interactions, and ultimately drive greater value for their clients.

If you're an accounting professional or business owner looking to gain a competitive edge, you won't want to miss this episode of "Building the Premier Accounting Firm." With Roger and Daniel's insights, you'll be equipped with the knowledge you need to stay ahead of the curve and take advantage of the latest trends and innovations.

Sponsors:

Universal Accounting Center

● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Daniel Burrus' Top 25 Technology Hard Trends Shaping 2023 - Download the list: https://www.burrus.com/seethefuture

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

● “in the BLACK, nine principles to make your business profitable” – e-book

● “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses becoming a disruptive accountant with Daniel Burrus. 

View Details

Welcome to 'Building the Premier Accounting Firm' podcast with your host Roger Knecht. In this episode, Roger chats with Brannon Poe, an accomplished accountant, and entrepreneur with over 20 years of experience in the industry.

Brannon takes us on his journey, sharing what drew him to accounting, how he started his company, and the valuable lessons he learned along the way. He shares his expertise on the factors that make a firm valuable for selling or buying and the most important thing to consider while evaluating a business to buy, such as the client list, operating procedures, or culture of the company.

Brannon also discusses his take on businesses acquiring other businesses that offer different but complementary services and shares his advice for both the seller and the buyer. He delves into how to approach valuation when planning to buy a business and shares his thoughts on virtual firms and how attractive or unattractive they are to buyers.

Tune in to this episode of 'Building the Premier Accounting Firm' for all this and more, and learn from the expertise of one of the industry's most successful and experienced professionals!

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Brannon Poe

Poe Group Advisors (PGA) was founded by Brannon Poe, CPA. Brannon has been brokering Accounting Firms for 20 years. He got his start as a CPA at Ernst and Young. In 2003 he began facilitating accounting firm sales on the East Coast of the U.S. Now, PGA has helped facilitate hundreds of transitions all over the U.S and Canada.

PGA creates content, including the Accountant’s flight plan podcast, that helps firm owners buy, sell and grow their business. Poe Group Advisors’ nationally recognized brand and content means they have thousands of qualified buyers in their database. The PGA sales process ensures favorable deals, compatible buyer/seller matching and a quick, guided transition. PGA helps sellers exit with cash and buyers enjoy a compatible firm with high client and employee retention.

Brannon is a thought leader and author of several books within the accounting space, creating content that has been published by the AICPA and CPA Canada. In 2019 Brannon began Accounting Practice Academy™, a virtual workshop that helps accounting firm owners make more, work less and have fun while doing it.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Steven Covey encourages us to “begin with the end in mind” so take the time to work on your business following the proven Turnkey Business Plan for accounting professionals. This hour-long training is exactly what you need to build the premier accounting, bookkeeping, tax business in your area.

Robert Siegfried, CPA is the CEO and Founder of The Siegfriend Group – a leading, national CPA firm. A longtime colleague and friend of Brannon’s, Rob grew his practice from a startup firm to one with over $100 million in revenue while maintaining primary control. He’s shared his methods with us and we want to share them with you. - Get the Firm Growth Guide Now

Now you're ready to receive your “Business Score” with an initial valuation of your company. See how the 8 drivers that determine the value of a business apply to your company and what can be done to remove any risks that currently exist.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses the dos and don'ts of buying and selling businesses with Brannon Poe.

View Details

In this episode, host Roger Knecht sits down with return guest Natalia Zacharin to discuss her journey to becoming an accountant and entrepreneur, and the secrets to her business's impressive growth.

Natalia talks about acquiring an accounting firm, how she went about valuing its assets, the lessons she learned throughout the process, and what she would do differently if given the chance. She shares insights on running a successful business, including the pitfalls to watch out for and the attributes that contribute to her success.

But the conversation doesn't stop there. Natalia also dives into topics like imposter syndrome, how being an entrepreneur has changed her life, and where she sees the accounting profession going in the future.

This episode is packed with valuable insights and advice for anyone looking to grow their accounting firm or business. Don't miss out on this must-listen episode of Building the Premier Accounting Firm with Roger Knecht and Natalia Zacharin. Tune in now to learn from one of the industry's most successful entrepreneurs.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Natalia Zacharin

In 2019, after years of working for other firms, Natalia officially opened her own firm, Zacharin Consulting; a firm dedicated to empowering businesses to understand and interpret the financial health of their business and significantly improve their bottom line.

Using a blend of personal service and expertise, Zacharin Consulting's mission is to bring experience and knowledge to our clients in a meaningful way.

Zacharin Consulting offers strategic bookkeeping, monthly accounting, remote CFO services and financial intelligence programs to help businesses thrive, stay organized, save time, and build wealth.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Check out our previous conversation with Natalia, passion-and-gratitude-does-pay-off!

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses acquisitions and overcoming imposter syndrome with Natalia Zacharin.

View Details

In this episode of ‘Building the Premier Accounting Firm’, Roger sits down with entrepreneur and marketing strategist, Matthew Banker, to discuss all things related to digital marketing for accounting firms.

Matthew breaks down the digital marketing system and what it means for your accounting firm. He shares insights on the biggest mistakes accountants make with their websites and best practices and must-haves for any successful accounting website.

But the conversation doesn't stop there! Matthew and Roger dive into the topic of how involved the firm owner should be in marketing. They explore the difference between sales and marketing and the distinction between positioning and marketing. By the end of this episode, you'll have a clear understanding of how accounting firms should formulate their marketing strategies in order to stand out from the crowd.

Matthew also shares his thoughts on outsourcing marketing and how to identify the best marketing team for your firm. This episode is chock-full of valuable insights and practical advice for any accounting firm looking to up their digital marketing game.

So, are you ready to take your accounting firm's marketing strategy to the next level? Don't miss this engaging and informative conversation with Matthew Banker on 'Building the Premier Accounting Firm' podcast with Roger Knecht.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Matthew Banker

Matt Banker is the founder and lead strategist at Benchmark Growth Marketing, a marketing agency specifically for B2B accounting firms. Matt brings a ‘words first’ approach to marketing because his superpower is the ability to help business owners communicate more clearly and build alignment

Matt helps accounting, bookkeeping and tax firms develop a digital marketing eco-system that consistently brings in leads for their business.

Sponsors:

Universal Accounting Center

● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Build a marketing engine for your accounting firm: https://marketingforaccountingfirms.com/

Also, learn how to automate your online marketing to generate the leads you need to get the clients you deserve. This is an how to guide to help you find your ideal clients, nurture and engage them with confidence. This is a presentation you don’t want to miss, watch it NOW!

Books

● Don’t make me think

● Story Brand

● One Page Marketing

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

● “in the BLACK, nine principles to make your business profitable” – e-book

● “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses a winning marketing strategy with Matt Banker.

View Details

Get ready to take your accounting firm to new heights with the 'Building the Premier Accounting Firm' podcast! In this episode, your host Roger Knecht sits down with Rocky Lalvani, entrepreneur and profitability advisor, to discuss all things related to fractional CFO and advisory services.

Rocky shares his unique definition of fractional CFO and advisory services, as well as what led him to offer these services in the first place. He dives into his 'Profit First' philosophy, explaining how it complements his CFO and advisory services. By utilizing his accounting formula, 'SALES - PROFIT = EXPENSES', Rocky empowers businesses to prioritize profit and achieve sustainable growth.

In addition to discussing the 'Profit First' philosophy, Rocky sheds light on the Parkinson's law and how it applies to business. He also delves into the behaviors and habits that accountants can help their clients change to better understand their businesses. He outlines the steps to implementing the profit first philosophy and how he complements it to achieve even greater success.

But the conversation doesn't stop there! Rocky also shares his insights into the future of accounting and what he sees as the key trends and changes on the horizon.

If you're looking to take your accounting firm to new heights, you won't want to miss this insightful and engaging conversation with Rocky Lalvani.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Rocky Lalvani, EA

Rocky Lalvani serves as Chief Profitability Adviser for business owners with his business, Profit Comes First.. He teaches them how to ensure they get paid and make profit a priority! As a certified Profit First Professional he implements Mike Michalowicz's Profit First System. We change the accounting formula of Sales - Expenses = Profit to Sales - Profit = Expenses. This ensures Profit comes first! (PS. It's not about money at all costs, people come before money!)

Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. In spite of a lot of struggles and his mom passing away when Rocky was 7, he has been able to achieve financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster.

Sponsors:

Universal Accounting Center

● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Learn how to organize your finances to reach financial independence faster.

freefinancialself.com/UAC.

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

● “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

● “in the BLACK, nine principles to make your business profitable” – e-book

● Profit First - Transform your business from a cash-eating monster to a money making machine using this proven system.

Offer CFO and Advisory services with confidence and competence following the Universal Business Builder process. As a certified Profit & Growth Expert you will help your clients apply the principles of Profit First & Value Builder as you apply the CFO Project processes.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses prioritizing profit with Rocky Lalvani.

View Details

This week on the Building the Premier Accounting Firm podcast, Roger Knecht interviews entrepreneur, author and Key-note speaker Jeffrey Shaw.

Jeffrey shares valuable insights on what it takes to make the mental shift to become an entrepreneur. He breaks down the lifestyle elements of the self-employed and entrepreneurs and dispels the common misconception that entrepreneurs have no boundaries between their personal and business lives.

He also delves into branding, as he provides expert advice on the role entrepreneurs play in shaping the image of their businesses. Jeffrey stresses the need for accurate brand messaging and how to communicate effectively with your ideal clients.

He emphasizes the importance of understanding your clients' values, and he shares insights from his books, "LINGO," and "The Self-Employed Life." Jeffrey also covers other critical topics, making it a must-listen for anyone looking to build a successful accounting firm or any business for that matter.

Take your accounting firm to the next level or launch a successful business, listen to this episode of "Building the Premier Accounting Firm" with Roger Knecht and Jeffrey Shaw and get ready to be inspired and empowered!

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Jeffrey Shaw

Jeffrey Shaw is often described as an authority and advocate for self-employed business owners, valued for his actionable and “in the trenches” approach to achieving business and life success. Why shouldn’t he be? How many people can say they’ve never worked for anyone else?

Selling eggs door-to-door at 14 years old led to a lifetime of self-employment. In his twenties, he built a portrait photography business and became one of the most sought-after portrait photographers for affluent families in the U.S. for more than three decades. His portraits have been on the Oprah Show, CBS News, featured in People and O Magazine and hang at Harvard University.

Today, Jeffrey is the author of LINGO and The Self-Employed Life, host of The Self-Employed Life podcast with nearly two-million downloads, and founder of the Self-Employed Business Institute.

His TEDx Talk is featured on TED.com, he’s a LinkedIn Learning instructor, contributor to Entrepreneur Magazine and speaks at association events, entrepreneurial groups, and conferences.

Jeff coaches self-employed business owners and those looking to leave their corporate job to create the life of their dreams by building a successful self-employed business.

He likes to connect with self-employed and small business owners who are ready to ditch choosing between personal happiness and business success, corporate folks who want to do more purposeful work, and event planners looking for an in-person or remote speaker who can engage with audiences, empowering them to create the life and business they want.

Sponsors:

Universal Accounting Center

● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Have The Brand Message on Your Website Home Page Reviewed https://www.jeffreyshaw.com/lingo-review

Take the time to work ON your business following The Turnkey Business Plan for accounting professionals.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses the self employed life with Jeffrey Shaw.

View Details

Join host Roger Knecht in this episode of "Building the Premier Accounting Firm" as he interviews Russ Anderson CPA and Russ Bradshaw CPA, partners at Anderson Bradshaw CPA firm.

Discover their accounting origin stories and why they decided to start their own business. The duo shares valuable insights into forming a partnership and what it means to be a partner at a firm versus an employee. They delve into the intricacies of a partnership business and the role each partner plays, as well as how they formed their operational agreement and the benefits it provides.

If you're seeking a partner for your business or are interested in becoming a partner at your firm, you won't want to miss the advice and tips they offer. They also debunk common myths about being a partner and share their lessons learned from their experience.

In addition, Russ and Russ share their personal life influences and how they have dealt with failures and learned valuable lessons in both their personal and professional lives. They also discuss common misconceptions about the accounting industry and other interesting topics.

Whether you're an entrepreneur, small business owner, or aspiring accountant, this episode is packed with insights and valuable advice. Tune in to "Building the Premier Accounting Firm" to gain a wealth of knowledge from Russ Anderson CPA and Russ Bradshaw CPA.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Russ Anderson CPA, Russ Bradshaw CPA

Sponsors:

Universal Accounting Center

● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Staff Training, helping those in the office acquire the skills and confidence to work with your clients to offer quality accounting services as:

● Professional Bookkeepers, PB

● QuickBooks Specialists, QS

● Professional Tax Preparers, PTP

● Profit & Growth Experts, PGE

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses choosing your parnter in a partnership business with Russ Anderson and Russ Bradshaw. 

View Details

Welcome to the latest episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger talks to Shlomo Freund, a seasoned entrepreneur and investor with 18 years of experience.

Shlomo shares his inspiring journey of entrepreneurship and his experiences running a remote business. He highlights the upsides and downsides of working remotely and provides valuable advice on how to work remotely with family. He also discusses how working remotely with family benefits the kids and provides insights from his personal experiences of working remotely and traveling around the world.

Retirement is an important topic for entrepreneurs, and Roger and Shlomo dive into what retirement means for entrepreneurs and how to deal with it. They also talk about the value a financial planner brings to the table and how accountants can help clients prepare for financial freedom.

And on the subject of attaining financial freedom, they discuss the topic of diversifying your investments as Shlomo opens up about his niche website venture.

If you're an entrepreneur or small business owner looking for advice on running a remote business, preparing for retirement, or diversifying your finances, this episode is a must-listen. Join Roger Knecht and Shlomo Freund as they share their expertise and insights on "Building the Premier Accounting Firm".

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Shlomo Freund

Shlomo is a seasoned entrepreneur with 18 years of experience and a passion for helping others reach their financial goals through niche website investing. He has been an investor since 2006 and has a proven track record of success, starting with stocks and later expanding into international real estate and crowd investing.

Shlomo is also a location independent professional and has built a lifestyle that allows him to work remotely and travel with his family. He is a proud father of three young girls, aged 7, 2 and 2.5 months, and is currently homeschooling them while on their workation adventures.

In addition to his personal experience, Shlomo offers coaching and consulting services to individuals through his company Free Financial Self (www.freefinancialself.com), looking to invest in niche websites, as well as businesses seeking to grow through website acquisition. With his expertise and passion for the industry, he helps clients align their financial goals with their lifestyle aspirations.

You can reach Shlomo directly either on Linkedin or Twitter

Sponsors:

Universal Accounting Center

● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Learn how to organize your finances to reach financial independence faster.

freefinancialself.com/UAC.

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

● “in the BLACK, nine principles to make your business profitable” – e-book

● “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses remote work lifestyle with Shlomo Freund 

View Details

On this week’s episode of "Building the Premier Accounting Firm", your host Roger Knecht sits down with Jesse Rubenfeld, founder of FinOptimal, a company that combines accounting and engineering to offer cost-efficient accounting services that utilize proprietary automation and onshore accountants, as they explore the intersection of accounting, technology, and the future of the accounting profession.

Jesse shares his journey into accounting, which began with a background in music. He then dives into the genesis of FinOptimal, sharing how his company helps clients find the best accountants using six key questions.

They also discuss the importance of accounting in business, and why it matters more than ever in today's rapidly changing economy. Jesse and Roger discuss how the accounting profession is evolving and why some accountants still fear technology in this rapidly growing and fast-automated profession.

Jesse also discusses both the limitations of Quickbooks-integrated apps and the changing role of accountants in future businesses. He also provides valuable insights on the significance of finance automation and its impact on the future of the accounting profession.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Jesse Rubenfeld, CPA

After growing up in Houston, Jesse Rubenfeld began his career in New York City at the Lime Group of companies doing the books for a variety of companies, gaining experience with non-profit, software industry, hedge fund, and management company accounting. After serving as LimeWire's CFO for his last four years there, he joined the D. E. Shaw Group as the controller of the research division that builds supercomputers to revolutionize drug discovery. From the beginning, Jesse's interest in technology led him to automate financial operations, first with spreadsheets, then Perl, and most recently Python. He founded FinOptimal to help QuickBooks Online-based businesses streamline their financial operations, optimizing value-per-dollar with an outsourced accounting service heavily focused on automation. Jesse has bachelor's degrees from UPENN and Wharton, and an MBA from Columbia, and he lives in Houston with his wife and three children.

FinOptimal meets at the intersection of accounting and engineering to provide the most cost-efficient accounting services on the market. Our clients save up to four full-time finance hires compared to competitors and thousands each month by avoiding expensive accounting softwares.

That's because we don't just do your accounting, we optimize it using a unique blend of proprietary automation and onshore accountants. We make your accounting systems work with you, not against you. We know your favorite accounting tech tools inside out and how you can do more with them.

Imagine better data, increased visibility, and enhanced customization — all from the systems you're using now. It's time to take your accounting to the next level.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Expand the quality accounting services you offer to include CFO and Advisory work. This is a rewarding opportunity to further service your clients and get paid what you are worth. Become a Profit & Growth Expert and apply the Universal Business Builder system with confidence.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses hiring and automation with Jesse Rubenfeld.

View Details

In the latest episode of "Building the Premier Accounting Firm", host Roger Knecht sits down with Chris Hervochon, a successful accountant and entrepreneur, to discuss his journey in the accounting world. Chris shares how he started as an accountant and eventually left his job to start his own firm. He also talks about the crucial role his spouse played in allowing him to make the leap to entrepreneurship.

Chris talks about how working with a coach has helped him grow his business and how he has found success by niching in marketing agencies. They also explore the differences between vertical and horizontal niching and why finding a niche in the accounting industry is essential.

They also cover the differences between CFO and advisory services and Chris’s top tools to automate his business. He also shares his experiences with employee buy-ins and running his business virtually.

Looking to start or grow your own accounting firm? Then this episode is a must-listen for you. The insights and advice shared by Chris Hervochon will inspire and motivate you to take your accounting career to the next level. Tune in now to hear this engaging conversation on "Building the Premier Accounting Firm."

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Chris Hervochon

Chris Hervochon, CPA, CVA is the sole proprietor of his CPA firm. Chris Hervochon provides outsourced accounting and tax preparation for small businesses and individuals.

Before starting his own CPA firm, Chris spent ten years between forensic accounting and corporate accounting and finance. He has been featured in publications such as the Journal of Accountancy, Accounting Today, AMEX Open Forum, and is the Co-Host for the CPA advisory show.

Chris has been selected as one of the "40 Under 40" in the Accounting Profession by CPA Practice Advisor magazine for the years 2019 through 2021. In 2018, Chris was one of only 41 CPAs honored by the American Institute of CPAs (AICPA) as a member of the Leadership Academy’s tenth graduating class. Chris was selected based on his exceptional leadership skills and professional experience for the four-day Leadership Academy program, which he graduated from in October of 2018.

Sponsors:

Universal Accounting Center

● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

● “in the BLACK, nine principles to make your business profitable” – e-book

● “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

Become a Profit & Growth Expert. Receive the training and skills you need to to offer quality CFO and Advisory services with confidence and competence. Now is the time to complement your accounting and tax services with an additional income stream.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses niching, automation, and virtual teams with Chris Hervochon.

View Details

Welcome to the latest episode of "Building The Premier Accounting Firm,". In this episode, Roger sits down with entrepreneur, author, and virtual staffing expert, Chris Ducker. Chris takes us through his journey of discovering the benefits of virtual outsourcing, and how it has transformed his businesses. He shares his insights on the key factors to consider when deciding between remote and internal staffing, and provides tips on how to effectively choose between hiring remotely through a company or managing the hiring process yourself.

But that's not all! Chris also reveals how to identify the things you should never outsource, and offers valuable advice on generating high-quality leads, and talks about why consistency is the key t success. Plus, he delves into ways to scale your business and much more. Whether you're a seasoned business owner or just starting out, this episode is a must-listen for anyone looking to take their accounting firm to the next level. So, grab a cup of coffee, sit back, and join us as we delve into the world of virtual outsourcing and lead generation.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Chris Ducker

Chris Ducker is a serial entrepreneur and author of the bestselling books, Virtual Freedom and more recently, Rise of the Youpreneur. Based in Cambridge, England, Chris owns and operates several businesses, including the VA recruiting hub, VirtualStaffFinder.com and the personal brand education company Youpreneur.com. He employs over 350 full-time employees around the world and is regarded as one of the top experts in the world on the subjects of virtual staffing and scaling an expert business.

Chris has been a trusted international business coach, keynote speaker and podcaster since 2010 and currently spends most of his time mentoring successful entrepreneurs, as well as investing in and advising startup companies. He publishes new training content weekly at ChrisDucker.com and can be followed on Instagram, Facebook, and Twitter.

Sponsors:

Universal Accounting Center

● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

You're just 10 steps away from your own profitable personal brand business!

https://chrisducker.com/

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

● “in the BLACK, nine principles to make your business profitable” – e-book

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses outsourcing and lead generation with Chris Ducker.

View Details

In this week’s episode of "Building the Premier Accounting Firm", host Roger Knecht welcomes Mark Cook, president of Windfall Partners and five-star keynote speaker. He talks about the lessons he learned as a teenager working at a supermarket and how he later found success in the "business of ideas." He shares the valuable lessons he learned from his mentors and the principles that guide his work.

Mark shares his inspiration to start his own business and insights into his Bold Encounters system, which is a unique leadership and problem-solving approach. He also talks about the key traits that define effective leadership and what it takes to become a great leader. Mark offers practical advice for getting "unstuck" as a leader and shares his perspective on the role of tasks in problem-solving.

Whether you are an aspiring entrepreneur or a seasoned business leader, this episode is filled with valuable insights and practical tips for building a successful and fulfilling career. Tune in to "Building the Premier Accounting Firm" to hear from Mark Cook and gain new insights into the world of business and leadership.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Mark S. Cook

Mark Cook is president of Windfall Partners and offers five-star keynotes and consults through a system to lead. Mark and his firm get leaders unstuck and thriving with their teams.

After turnarounds as chief executive and tech exits, Mark leads the largest-ever studies of award-winning leaders, a NYT bestseller (Great Work w/ David Sturt). Mark has since extended his research, coaching 4,000 client wins at top brands in over 50 cities.

Mark’s Bold Encounters is an advanced system for leading:

1. Powerful steps on a proven path forward
2. Problem-solving skills that beat obstacles fast

Sponsors:

Universal Accounting Center

● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Mark offers brief brainstorming without obligation on priorities, problems, and bold encounters that could help—all at www.WindfallPartners.com. Just click on the green "Let’s Talk” button.

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

● “in the BLACK, nine principles to make your business profitable” – e-book

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses bold and progressive leadership with Mark Cook.

View Details

Welcome to 'Building the Premier Accounting Firm', where we delve into the success stories of top industry leaders.

This week, we're joined by Terrell Turner, an accountant, entrepreneur, and ghostwriter for Fortune 500 executives and companies.

Terrell shares his fascinating journey, from his early beginnings in accounting, to his role as a ghostwriter for some of the biggest names in the business world, and his decision to leave the corporate world behind and become an entrepreneur. He'll also reveal the secret to his business growth - the power of communication - and explain why he's targeting law firms as his primary clients.

Roger & Terrell also discuss in-house staffing versus outsourcing and how Terrell helps his staff grow with the business, leading to increased loyalty and reduced redundancies.

Get ready for an enlightening and thought-provoking episode on 'Building the Premier Accounting Firm' with your host, Roger Knecht.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Terrell Turner

Terrell Turner is an accountant by trade but an entrepreneur by passion. He started his career in public accounting but moved through several corporate finance roles, including being what he calls a ghostwriter for fortune 500 executives. In April of 2020 he started the TLTurner Group, a firm focused on providing bookkeeping and CFO services to Law Firms while also hosting 3 different podcasts.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

I would like to tell people about my company's new newsletter called "Profit Secrets" . It's all about taking the lessons learned from big business strategies and breaking them down on a practical-action-based level for small business owners. It's CFO insights for small businesses that can't afford to hire a CFO.

Also consider listening to Terrell’s podcasts that he also hosts:

• Show for small business owners - "The Stuff Your Accountant Isn't Telling You"
• Show for accounting and finance professionals - "The Finance and Accounting Show"

Lastly, consider adding to your suite of services that of CFO and Advisory work as a certified Profit & Growth Expert

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses unlocking business growth through messaging and niche targeting with Terrell Turner.

View Details

In this week's episode, Roger Knecht is joined by Sarry Ibrahim, a financial planner and financial services expert, to discuss the importance of accountants in the accounting industry. Sarry will delve into the ‘Bank On Yourself’ concept and how insurance can be leveraged to outpace inflation. They will also be discussing the key differences between 401Ks and life insurance policies, how to retain your best employees with insurance, the benefits of having a financial planner and accountant working together, and how a financial planner envisions money differently from an accountant.

So sit back, grab a pen and paper, and get ready to learn from one of the leading financial experts in the industry. It’s time to take your accounting business to the next level.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Sarry Ibrahim

Sarry Ibrahim is financial planner and member of the Bank On Yourself Organization. He helps real estate investors, business owners, and full-time employees grow safe and predictable wealth regardless of market conditionsusing a financial strategy that has been around for over 160 years. Sarry started this journey when he was in grad school completing his MBA. He worked for companies like Allstate, Blue Cross Blue Shield, Cigna Healthspring, and Humana before founding Financial Asset Protection, a financial services firm that focuses on one sole concept; the Bank On Yourself Concept, also known as the Infinite Banking Concept.

Sponsors:

Universal Accounting Center

● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Reach out to Sarry Ibrahim and download his e-book at www.thinkinglikeabank.com

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. It is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

● “in the BLACK, nine principles to make your business profitable” – e-book

● Red to Black in 30 Days. Learn the turnkey process to take your clients from “Red to Black” as the Profit & Growth Expert offering proven CFO & Advisory services.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses life insurance with Sarry Ibrahim

View Details

Welcome to the ‘Building the Premier Accounting Firm’ podcast, where we bring you insights and thought-provoking discussions from leading industry experts. This week, we have a special episode for you. Our host, Roger Knecht, will be interviewing Ron Baker, the best-selling author and value pricing guru.

In this episode, Roger and Ron will delve into the topic of value pricing and its challenges. They’ll discuss what value pricing is and how it differs from traditional pricing models. Additionally, they’ll talk about the hurdles firms face when introducing a value-pricing model, and how to overcome them. Ron shares his invaluable learnings from helping firms implement the value-pricing model and provide actionable insights on how to get started.

They also discuss subscription-based pricing, why it’s the future, and how subscription pricing can complement value pricing. They explore how these two models can work together to benefit accounting firms of all sizes.

This episode is a must-listen for anyone looking to stay ahead of the curve. So, sit back, relax and get ready to learn from the best. Also subscribe to this podcast to never miss an upload!

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Ron Baker

Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally—and radio talk show host on the Voice America show: The Soul of Enterprise: Business in the Knowledge Economy.

As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995. He is the author of seven best-selling books, including: Professional’s Guide to Value Pricing; The Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional Services, co-authored with Paul Dunn; Implementing Value Pricing: A Radical Business Model for Professional Firms; The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, co-authored with Ed Kless, and his latest book written with Paul Dunn, Time’s Up!: The Subscription Business Model for Professional Firms, was published in November 2022.

Ron has toured the world, spreading his value-pricing message to over 250,000 professionals. He has been named on Accounting Today’s 2001 to 2007, and 2011 to 2022, Top 100 Most Influential People in the profession; voted among the Top Ten Most Influential People in the profession in 2012—2022, among other accolades.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a copy of Ron’s book: Time’s Up!: The Subscription Business Model for Professional Firms

Also read: The Automatic Customer: Creating a Subscription Business in Any Industry & Built to Sell: Creating a Business That Can Thrive Without You, by John Warrillow

www.verasage.com and www.thesoulofenterprise.com

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. It is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses subscription business models with Ron Baker.

View Details

In this episode of Building the Premier Accounting Firm, your host Roger Knecht chats with workflow expert David Cristello as they explore the topic of Scaling Your Business Through Workflow Management. They discuss the importance of having a workflow system in place for businesses of all sizes, as it can help streamline operations and increase efficiency.

They also delve into how workflow management can aid in scaling a business by creating processes that can be automated, allowing for more time to focus on growth and expansion. Additionally, David touches on the financial risks of hiring without a proper workflow system in place, and how it can lead to unnecessary debt.

They also discuss the importance of recession-proofing your business, and how implementing a workflow system can provide a strong foundation for weathering economic downturns.

If you are looking for valuable insights and practical tips for utilizing workflow management to scale and strengthen your business, then this episode is for you.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: David Cristello

David Cristello is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps accounting and bookkeeping firms track recurring client work so nothing falls through the cracks.

Since launching Jetpack Workflow, the company has grown to serve over 6,000 professionals in 18+ countries who completed 5M+ client projects on time. In 2020, they reached the Inc5000 list as one of the country's fastest growing private companies.

David is also the host of the “Growing Your Firm podcast” (over 725K downloads) and co-authored the best selling book “Double Your Accounting Firm”.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

2 Week Free Trial of Jetpack Workflow. Click this link to get this https://bit.ly/3QjHi5h

Free e-book, 32 Templates Click this link to get this e-book https://bit.ly/3ZffeDZ

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. It is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses scaling your business through workflow management with David Cristello.

View Details

In this episode, your host Roger Knecht interviews educator and entrepreneur Kara Laws Kara talks about her 15-year journey as an entrepreneur, and how she started as an educator. They talk about why staffing is often one of the biggest challenges that entrepreneurs face and how entrepreneurs should approach the hiring of new staff. Kara also tells us why sometimes entrepreneurs hold their companies back by failing to bring onboard new hires.

This is a great episode for any entrepreneur who is looking to grow their business and wants to learn more about the right way to approach staffing.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Kara Laws

Kara Laws is an incredible business educator. She has been an entrepreneur for over 15 years. Kara has built and sold multiple businesses, trained hundreds of business owners, and personally guided businesses through the systems and hiring procedures that got them through COVID. Kara's clients range from start-ups to million-dollar companies. Her business, Launched, was created to help women with the twinkle of entrepreneurship, launch their businesses on solid footing while gaining clear understanding of business management and growth. Her processes, spreadsheets, and unique way of teaching has helped hundreds of owners set their focus, know the next steps, and reach their goals.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Receive the Starting Your Business Checklist.

Then make sure you get the Turnkey Business Plan for accounting professionals to build the premier accounting firm. This is a must have to help you work ON your business and get paid what you are worth.

Lastly, be sure to also get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses staffing with Kara Laws.

View Details

The business world is ever-changing, and that means that the accounting industry must change with it. In this episode of Building the Premier Accounting Firm, your host Roger Knecht chats with technology expert and accountant, Tom Ruscitti about the importance of adapting to the e-commerce space and the automation of the accounting industry.

Tom has over 35 years of experience bringing solutions to the marketplace, and he shares his insights on why accountants should be taking up e-commerce clients, the challenges that accountants face when managing e-commerce platforms, and how to take advantage of community resources.

If you want to learn how to adapt in the evolving world of accounting, then this episode is for you.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Tom Ruscitti

Tom Ruscitti has been bringing technology solutions to the marketplace for over 35 years, including roles with Met Life, MICROS, Aloha and Intuit. He has been working within the Accountant/Bookkeeper ecosystem for 20 years and developed what is now the QuickBooks Solution Provider Program back in the early 2000's while working at Intuit.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Bookkeep is offering every partner that becomes a Bookkeep partner through Universal one free subscription (for the life of that client) - so there will be no monthly subscription fees for that client. Here is the Bookkeep/Universal Landing Page - https://www.bookkeep.com/partners/universal-accounting-school/

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for https://universalaccountingschool.com/growcon-event-page-2023/, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses E-Commerce with Tom Ruscitti.

View Details

Lee Bowen is the owner of Certus Accounting & Tax Services. Prior to starting his own company, Lee was the CFO of a $2 Billion international corporation and has over 20 years of financial operations, strategy development, and leadership experience. In this week’s episode, Lee talks about taking the leap to buying a business after retiring, how he identified the business he wanted to acquire, and why he chose it. He also talks about how he determined what that business was worth, the process of transaction and how the transition process was for the former owner and employees. Lee also shares his advice for people purchasing a business.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Lee Bowen

Lee Bowen is currently the owner of Certus Accounting & Tax Services and has over 20 years of financial operations, strategy development, and leadership experience.

Prior to acquiring Certus, he served for three years as the Chief Financial Officer for Young Living Essential Oils where he oversaw financial planning and analysis, fraud management, treasury, banking, internal audit, as well as commissions services, human resources, payroll, tax, and risk management for the organization.

His previous experience includes working at Intel Corporation, Deloitte Consulting, an expatriate assignment in Panama as Regional Director of Finance at HILTI, and Director of Financial Planning and Analysis for Nature’s Sunshine. He is also fluent in Spanish.

Lee earned an MBA and MSIM (Master of Science in Information Management) from Arizona State University and a BS in accounting with a minor in Spanish from Brigham Young University.

Lee has been married to his wife, Tricia, for 24 years, and they have four children—three boys and one girl. He enjoys watching his children’s sports competitions, running, playing golf, attending BYU athletic events and plays at the Hale Center Theater, where he serves on the Board.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

*Train your staff to become professional bookkeepers; represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses. QuickBooks, The Professional Bookkeeper’s Guide to QuickBooks is designed to teach anybody how to use QuickBooks.

*Learn CFO services Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON their business.

*Universal Business Builder: UBB) program is unique within the accounting profession as it outlines the delivery of quality coaching services to business owners with an accounting emphasis.

BizBench, see what you can do to offer your clients benchmarking reports, allowing you to compare each to their industry norms based on their NAISC code using a report that provides actionable insights.

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses aquiring an accounting firm with Lee Bowen.

View Details

As business owners, we all know that one of the most important aspects to running a successful business is hacking the cash flow game. Without proper cash flow management, businesses can quickly find themselves in hot water.

In this episode, your host Roger Knecht welcomes cash flow expert Mike Milan, AKA Cash Flow Mike. They chat about Mike's journey to becoming a cash flow expert, how you can prevent your business from ‘growing broke’, he explains the concept of the financial gap and how you can shorten it, key concepts from his book 'Don't Be a Dumb Business Owner', and his training program 'The Clear Path to Cash'. If improving your business's cash flow is one of your top goals for 2023, this is the episode for you!

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Mike Milan

Mike Milan, AKA Cash Flow Mike, offers expertise in strategic planning, finance, and sales gained over 20+ years of diverse professional experience. In that time, he has developed 14 startups into well-established businesses and earned his nickname “Cash Flow Mike”. Mike is an army Veteran and has an MBA from Baylor University and mostly known for:

• Being the author of two books: The 7 Minute Conversation, and Don’t Be A DUMB Business Owner – both focused on using the financial statements to find hidden cash in your business.
• He created a financial management training program called The Clear Path To Cash – Its 8 Steps to Maximizing Cash in Any Given Business Situation
• He has also created several FinTech software products like: CashFlowTool, Finagraph, and Path by Simplex.
• Mike is also a co-host on the podcast Nobody Told Me with Mike & Blaine – where the focus is on topics and lessons you can only learn by being an entrepreneur.
• Currently Mike is the business financial specialist behind the brand Cash Flow Mike, where he has a host of ways to help business owners and accountants get grow and keep more cash in their business.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

You can offer to download a free digital copy of my book The 7 Minute Conversation from my website: cashflowmike.com

Join the FB Group: https://www.facebook.com/groups/theclearpathtocash

BizBench, see what you can do to offer your clients benchmarking reports, allowing you to compare each to their industry norms based on their NAISC code using a report that provides actionable insights.

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses cashflow in your business with Mike Milan.

View Details

At this time of year, it’s important to reflect on lessons learned, experiences, and plans for the future. Join Roger Knecht, host of Building the Premier Accounting Firm and President of Universal Accounting Center, as he recaps the year, and shares efforts to review the past and plans for the New Year. This is truly the time to work ON the business.

Roger also speaks of the plans for the podcast and what we can expect in the year to come. Don’t miss this opportunity to apply some important leadership principles in business.

Enjoy and here’s to a happy New Year.

Your Host: Roger Knecht, president of Universal Accounting Center

Roger is the President and CEO of Universal Accounting Center. He is a self-proclaimed workaholic and is passionate about what he does at Universal Accounting Center. He considers himself a God fearing family man that is passionate about helping others accomplish their dreams as accounting professionals.

Outside of work, Roger loves spending time with family and friends. First and foremost he is always ready to travel, especially going on cruises, camping or going to his shack in the woods. Lately he’s been introduced by some friends to going off road side-by-side trail biking. Roger also enjoys landscaping, motorbiking, and firearms. In short, Roger loves the outdoors and enjoys God’s creations.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

As a special and timely offer to our podcast listeners, we have a treat. These are two programs designed to help you work ON your business.

First, you need a clear vision coupled with a definite plan. This is your opportunity to enroll for free in:

• Building Your Vision Board

• The Turnkey Business Plan for accounting professionals

Then you’ll also want to get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Friday for a new episode where Roger looks back at 2022.

View Details

In this episode, host Roger Knecht chats with the host of ‘The Unique CPA’ podcast, Randy Crabtree as they discuss everything mental health. Randy shares his personal story of dealing with mental health issues after surviving a stroke. They discuss how to deal with work place stress and mental health issues as accountants, controlled versus uncontrolled stress, seeking professional help through therapy, and recognizing your triggers. Finally, they offer some things to help avoid or cope with stress.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Randy Crabtree

Randy Crabtree is the host of his own podcast, ‘The Unique CPA’. It is ranked as one of the top 5% most popular shows in the podcast spectrum.

He is also the Co-founder and partner of Tri-merit Specialty Tax Professionals. He is an author, lecturer and the president of a 501C3 stroke survivors empowering each other organization and part owner of an award-winning craft beer and bottle shop in Chicago.

In December 2021, he was listed as one to watch in the section of Accounting Today, and is among the 100 most influential people in accounting. In may he was appointed into its tax counsel for a third-year term.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Reach out via Linkedin if you’d like Randy or Roger to present this to a group or association

• Randy Crabtree
• Roger Knecht

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses mental health with Randy Crabtree.

View Details

Daniel Alfon is the author of ‘Build a LinkedIn Profile for Your Business Success’, and a leading authority on LinkedIn. He helps professionals and businesses from all over the world to get the most out of LinkedIn and to use it as a powerful networking tool.

In this episode, Daniel shares his vast knowledge of LinkedIn and how it can be used to build your business. He talks about the origin of LinkedIn and how it has evolved over the years, as well as how to create a profile that will make you stand out from the crowd.

Daniel also shares his insights on networking, the Social Selling Index (SSI), and the metrics you should be observing to ensure your business growth. If you want to learn how to use LinkedIn to its full potential, then this is the episode for you!

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Daniel Alfon

Daniel Alfon is the author of ‘Build a LinkedIn Profile for Your Business Success.’ He joined LinkedIn in the early 2004 years and publishes articles, interviews, and exclusive content about advanced LinkedIn strategies for clients and subscribers and he has a website dedicated to this.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Friday for a new episode where Roger discusses LinkedIn best practices with Daniel Alfon.

View Details

Networking is a powerful tool that can help you build your business. But it can be difficult to know where to start, or how to make the most of your networking opportunities.

Dr. Ivan Misner is the founder and Chief Visionary Officer of BNI, the world’s largest business networking organization. In this episode of Building The Premier Accounting Firm, host Roger Knecht chats with Dr. Misner about his journey from building a successful practice to growing BNI into the global organization it is today.

Dr. Misner shares his insights on how to build strong relationships, how to network effectively as an introvert, and how to make the most of your networking opportunities. This episode is packed with valuable tips and advice that you can use to grow your business through networking.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Dr. Ivan Misner

Dr. Ivan Misner is the Founder & Chief Visionary Officer of BNI, the world’s largest business networking organization. Founded in 1985, the organization now has over 10,700 chapters in 76 countries throughout every populated continent of the world. Last year alone, BNI generated 12.4 million referrals resulting in more than $18.6 billion dollars’ worth of business for its members. Called the “Father of Modern Networking” by both Forbes and CNN, Dr. Misner is considered to be one of the world’s leading experts on business networking and has been a keynote speaker for major corporations and associations throughout the world. He has been featured in the L.A. Times, Wall Street Journal, and New York Times, as well as numerous TV and radio shows including CNN, the BBC, and The Today Show on NBC.

Among his many awards, he has been named “Humanitarian of the Year” by the Red Cross and has been the recipient of the John C. Maxwell Leadership Award. He is a proud father and husband to his late wife; Elisabeth and he is the Co-Founder of the BNI Charitable Foundation.

He has visited all seven continents having completed an Antarctic expedition in 2021. His next big adventure is to be a future astronaut with Virgin Atlantic.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Find a BNI chapter near you

Free resources

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses networking and scaling your business with Dr. Ivan Misner

View Details

On this week’s episode of Building the Premier Accounting Firm, your host Roger Knecht chats with Content Repurposing expert Kristy Honsvick about how to get the most from your content strategy. She talks about building 50% of her business through LinkedIn, the online platforms and medium that are best for building a business, and how often you should be posting on these medium. Kristy also talks about creating multiple types of content from one piece of content like a blog post or video, the difference between repurposing and reposting, and how to engage and connect with your audience on social media.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Kristy Honsvick

After working with hundreds of entrepreneurs over the last 9+ years, I know how overwhelming it can be to increase your visibility, create more content, and show up consistently on social media. I also know how integral those things are to creating a thriving business.

I help my clients create a forward-facing brand by multiplying the content they are already creating and increasing visibility online.

I live in Salt Lake City with my hot husband and 3 kiddos. When I'm not at home, I'm probably in the mountains (#MyHappyPlace) with a true-crime novel and peanut butter M&M's.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

33 ways to repurpose that you've never thought of (FREE DOWNLOAD)

www.getsimplyonline.com/33ways

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Friday for a new episode where Roger discusses repurposing content with Kristy Honsvick.

View Details

In this week’s episode, Roger Knecht interviews Business Networking Institute (BNI) Executive Director and business owner, Kameron Thorne about the power of networking.

They talk about how he got into the meth cleaning business, and how he transitioned from business coach to an executive at BNI.

Kameron talks about the intricacies of networking; how to network, networking versus marketing, the importance of referrals and much more.

He also shares his personal adventures from his meth cleaning business and talks about meeting Bigfoot.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Kameron Thorne

Kameron Thorne is the executive director of BNI Utah North Region, a 15-year member of BNI, and a BNI national trainer. He also owns a company called Apple Environment Meth Remover, which is a meth cleanup consulting and product company. He is originally from Utah and has been married to his wife Jennifer for over 30 years. They have four sons and one dog, an American bully named Yeti. In the past, he has also been the vice president of a large resort management company, the CEO of a franchise organization, and a business coach with Action Coach. His hobbies include traveling to wherever there are palm trees, reading, and attending live baseball games. Kameron recently met 21 native Alaskans that claimed they’ve seen Bigfoot during a meth cleanup process.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

As you work ON your business, be sure to consider the Turnkey Business Plan for accounting professionals. This specifically covers the 3 areas of the business you need to address to become the premier accounting firm in your area and get paid what you are worth.

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses networking and why referrals matter with Kameron Thorne.

View Details

In this episode of Building The Premier Accounting Firm, Your host Roger Knecht interviews Sanford Law Firm CFO Gabriel Stiritz, on leadership and other important topics to help us grow the premier accounting firm. Gabriel shares his journey to becoming CFO at a law firm despite having graduated with a BFA in photography. He also tells us about EOS (Entrepreneurial Operating System) and its best practices. Further, they discuss Technology and its place in business; creating processes and automating them. Gabriel also shares the challenges he has faced as a CFO running business and advice to young entrepreneurs.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Gabriel Stiritz

Gabriel serves as the CFO for Sanford Law Firm. He is an experienced entrepreneur with a unique professional background that includes photography, fundraising, and operations. Gabriel graduated from the Savannah College of Art and Design (SCAD) in 2011 with a BFA in photography. He subsequently spent 8 years working at New City Kids, a nonprofit headquartered in Jersey City, NJ.

Gabriel’s role spanned communications, events, major gifts, and operations. During his time with the organization, New City Kids grew from $900,000 to $3.5M annual budget, serving youth in 5 locations in 3 cities. After serving as operations director for New City Kids, Gabriel joined the team at Sanford Law Firm as CFO.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Friday for a new episode where Roger discusses business leadership with Gabriel Stiritz.

View Details

An exit strategy is vital for any business, yet so many entrepreneurs don't have one. In this episode, your podcast host Roger Knecht chats with multi-award-winning UK Business Mentor and author Christine Nicholson about the importance of building a business with an exit strategy in mind. They discuss various exit strategy options including and shockingly, selling the business to your employees. The also discuss the accountant's role in creating a business ready for exit as well as the things that will impact the valuation of your business. Christine talks about her four horsemen of the apocalypse a.k.a the eventualities that could force you to leave your business and how entrepreneurs can navigate life after exiting their businesses.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Christine Nicholson

Christine is a multi award-winning UK Business Mentor and a Top 50 Woman in Accounting 2022. She has authored 4 business books and is a regular keynote speaker on Succession and Exit Planning. As a businesswoman who has built multi-million turnover businesses over the last 30 years, she has worked with many business owners in all sectors including taking one from bankruptcy to 8-figure exit in 18 months. She has spent a few years accidentally running a zoo! Her latest book, SELL IT, helps business owners get their business and themselves ready for the hardest part of the entrepreneur journey, leaving their business in the hands of others.

She sits as a Court Assistant of the Company of Entrepreneurs of the City of London where she lead a co-mentoring project with the Culture Mile working with amazing and powerfully impactful creatives.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

In addition to the quality services you offer you should consider becoming a Profit & Growth Expert. Take another step to improve your client relationships, retention and generate additional revenue as a trusted strategic advisor to your clients. This new engagement complements the traditional services you already offer with an effective CFO & Advisory engagement following the principles taught in the Universal Business Builder program.

Are you stuck in the day-to-day of your business with no time to plan for the future? Discover how you can make your business worth more AND avoid leaving money on the table when you come to sell. TAKE THE QUIZ to get your personalized report. It’s FREE and only takes 3 minutes. You’ll see your score instantly. Also check out other related resources here: https://www.businessmentoruk.com/

Lastly, as you run your business you need to assess what is going well and what needs your attention and there's no better way to do this than to request your FREE Business Score. See what are the 8 Drivers that determine the value of your business and how they apply to your company.

And don’t forget to have a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses succession and exit planning with Christine Nicholson.

View Details

Are you working hard but not seeing the results you want? We’ve all been there. But what if I told you there is a way to double your income while working half the time?

In this episode of Building the Premier Accounting Firm, your host Roger Knecht interviews business coach Loren Fogelman as they discuss the different pricing models; fixed fees pricing, hourly rate, menu-based pricing, revenue-based pricing and value-based pricing.

They also talk about why it is important for accountants who would like to be paid what they are worth should consider switching to the value-based pricing model.

Loren shares her insights and real-life examples of how this pricing model has helped her clients be more efficient with their time and improve their bottom line.

If you’re ready to learn how to get paid what you’re worth, this episode is for you!

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Loren Fogelman

Loren Fogelman is a keynote speaker and one of America’s top ranked business coaches. From 2018 to 2022, Loren's has steadily been recognized by HubSpot in its annual list of the world’s top 22 business coaches.

She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences.

Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling Revenues.

She’s a regular contributor to Intuit’s Firm of the Future series, Accounting Web and the author of two Amazon best-seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Take advantage of this opportunity to see how to move from hourly to value pricing. This is a Step-by-Step Free Resource that you don’t want to miss. Receive these 10 Steps to package and price your services with more confidence.

Also, there is an effective way to nurture and sell accounting services. It begins with Selling with Confidence, the proper way to nurture your relationship and have them see you as the expert. And then there is the process of inexpensively growing your business with the clients you deserve when you Strategically Sell your services. In fact, much of this is based on the principle found in the Cut to the Chase model that has been used by accounting professionals for years to comfortably convert business owners to new clients.

Lastly, don’t forget to get your FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

View Details

In today’s business world, for an accounterpreneur it’s not enough to be a good accountant to achieve success – you need to be a great business advisor.

On this episode, Roger interviews real estate accountant and advisor, Ben Day, as they talk about how he navigates the ever-changing landscape of the real estate industry.

Ben’s shares his journey and how setting himself free from employment inspired him to start his own venture, focusing on real estate

He talks about how niching into the real estate industry was a game-changer for his accounting business allowing him to scale his business quickly and efficiently.

Ben opens up about why he works with off-shore talent and how working with a team has allowed him to step into the advisory space.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Ben Day

Ben Day founded Lionshare Bookkeeping in 2017 with a simple goal - to make enough money for a down payment on a house that would kickstart his real estate investing journey. Today, Ben and his team help over a hundred real estate teams get their finances straight every month. Ben has taken the lessons he's learned along the way and packaged them together into his group coaching program - Built By Bookkeepers - which helps established bookkeeping professionals grow their own highly effective businesses by leveraging what Ben refers to as the Bookkeeping CEO Blueprint.

Ben has served as CFO of a nine-figure real estate conglomerate with teams dedicated to underwriting, acquisition, lending, construction, property & asset management, and disposition. In addition to being a bookkeeping professional and coach, Ben is a real estate investor, a musician, a self proclaimed "beer snob", and generally tries to do too many things at the same time.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

If you'd like to learn more about Built By Bookkeepers, feel free to head to their website, where you can find out more about the Bookkeeping CEO Blueprint, download the free Roadmap to Scaling a Bookkeeping Team, and sign up for some 1-on-1 time with Ben to get some advice on what you should be focusing on next in your business.

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses ethicla outsourcing, tech stacks, and healthy mindset with Ben Day.

View Details

Join us this Wednesday for a new episode where Roger discusses ethicla outsourcing, tech stacks, and healthy mindset with Ben Day.

View Details

On this episode, Roger engages author, CEO and Founder of Charles Financial Strategies LLC, Sabine Charles, who also happens to be an exam success expert. They talk about how as accountants we can overcome that fear of exams so we can finally achieve the certifications that would set as apart from the competition.

Sabine shares her story from majoring in French & Spanish to becoming an accountant and also her journey to becoming an entrepreneur.

She talks about how she ended up creating her own study techniques after failing her exams time and time again. They go deep into the reasons why people fail their exams as well as the strategies we can use for studying and preparing for exams.

As an entrepreneur herself, Sabine shares the lessons she’s learned from starting her own business, how she’s managed to achieve a work-life balance, and some of her time management techniques.

She also shares her greatest achievements and advice to us as accounting professionals

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Dr. Sabine Charles

Sabine Charles is an entrepreneur, motivational speaker, board advisor, author, and exam-prep expert. Sabine has over 20 years of experience as an Executive Audit Director. She has proven leadership and results-driven success advising fortune 500 senior executives in Internal Audit Controls, Business Risk, Fraud Investigation and Operational Auditing. Her Big 4-background contributes to her expertise in building financial infrastructure, and refining audit systems that improve productivity, reduce cost, and stimulate growth. She has a broad range of knowledge in global operational and information technology audits, investigations, as well as accounting in financial services and higher education industries. Sabine is regarded as an extraordinary communicator, fluent in 5 languages with the ability to engage globally at all levels. Considered an industry expert and highly effective at coaching and motivating individuals to perform at their fullest potential, she is a highly sought-after guest speaker for conferences, workshops, business meetings, podcasts and lectures. Some of her previous places of employment include Deloitte, Citibank, and American Express.

Sabine is CEO and Founder of Charles Financial Strategies LLC, which is a certified Minority-Owned and Woman-Owned business. The firm was founded in 2011 on the principles for developing and delivering high-quality assurance services, risk management assessments and corporate training programs. Through TAPA Institute (Transformational Audit Practitioner Apprenticeship) a division of Charles Financial Strategies LLC, Sabine teaches professionals how to learn to pass certification exams.

Sabine is a published author. Her first book, Cracking the Code: Techniques for Certification Exam Success features clear and concise techniques to maximize productivity and optimize a professional’s time when preparing for certification exams. Her newest book, The CPA Doctor and the Certification Superpowers is hot off the press and combines comic-image storytelling with audit concepts. Additionally, Sabine has a published article, Enhancing the Internal Audit Activity Through Emotional Intelligence - Association of College & University Auditors.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a FREE 15 consultation which can be scheduled from her website tapainstitute.com

Also check out her summits: https://www.tapainstitute.com/summits

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Friday for a new episode where Roger discusses overcoming the fear of exam failure with Dr. Sabine Charles.

View Details

On this week’s episode, Roger chats with sales tax professional Jason Parr on everything we need to know as accountants about this fabled margin killer.

Jason starts by sharing his story of how he started out as an accountant, from dreaming of becoming an Engineer but instead working at an accounting firm and now running and becoming President & CEO of an accounting firm.

Jason shares why he niched into sales tax and why it is important that as accountants for new and old businesses, understand sales tax in the new world of online sales.

He also shares some nuggets of knowledge that accounting professionals should be aware of in regard to sales tax as well as how you can know if your client is compliant.

Jason also drops some advice for accountants on how to help their clients who are facing this issue.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Jason Parr

“Parr” is where the buck stops at Peisner Johnson. And it’s a good thing he’s been with the firm for almost 25 years. It takes that kind of deep experience in all the services we perform to make sure we have the right people with the right clients to drive the results our clients deserve. Parr lives in Dallas, and he and his wife have 6 children and 12 grandchildren. He enjoys golf, racquetball, ultimate frisbee, and a new favorite that’s popular at their St George, UT Office: Pickle Ball.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

What’s Next Call – Sales Tax Q&A

Your ‘What’s Next’ call is absolutely free, and it’s meant to be a consultative discovery call. We learn about you and your business operations, you learn about us, we answer questions you have, and provide you with important details related to nexus, taxability, and how to become compliant. It’s not a sales call (though you might very well be interested in what we can do to offer you peace of mind). We’re perfectly happy if you leave this call educated on the issues, but don’t need our help. We want you to be confident on your next steps, with or without us.

A free consultation where you talk to a sales tax practitioner and not a sales rep – that’s a ‘What’s Next’ call. Give us a try for some peace of mind.

https://peisnerjohnson.com/whats-next/

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses sales tax with Jason Parr.

View Details

So, you want to become a CFO or you’re thinking adding CFO advisory services to your firm’s list of services, but what exactly is a CFO and what do they do?

This week Roger chats with Adam Lean, co-founder of TheCFOProject.org, who has also had experience building and selling companies, as they discuss about what a CFO is and what it means to be a CFO.

Adam shares his story of how he got into accounting and then into business, building up his e-commerce business at the start of the internet age to where he was making a million dollars in sales.

Adam says his accounting background and his knack of understanding numbers was key to the success of his businesses. This then led him to offering his services as an outsourced CFO for smaller businesses.

He goes into detail as to what it actually means to be a CFO, why businesses need a CFO and why accountants and bookkeepers should consider becoming one.

He also shares how you can get started becoming or offering CFO services and how you can convince your clients they need the service. Adam also shares details about his membership program.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Adam Lean

Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners he realized his passion was teaching and providing tools to business owners to help them make more money and have peace of mind. Adam lives in Jacksonville, FL with his wife, Holly, and their Great Pyrenees dog, Cooper.

TheCFOProject.org is a leader in training financial professionals on offering an outsourced CFO service. Through our exclusive membership program, we provide training, community and support to accountants, CPAs, bookkeepers and other financial professionals who have a heart for helping business owners improve their businesses.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Become a certified CFO with the Universal Business Builder Program and Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON their business.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Friday for a new episode where Roger discusses pricing the CFO's role in the business and becoming the outsourced CFO with Adam Lean.

View Details

Ever thought about getting into the accounting business? Where would you start? One solution could be buying an already established business to save yourself the trouble of starting up.

This week Roger sits with Patrick Dichter, who is the new owner of Appletree Business Services bought in late 2021.

Patrick shares his journey and experience buying an accounting firm, having come from a non-accounting background. He talks about the steps he took as he was buying the firm and also how he went about valuing Appletree before buying.

Patrick also talks about how he was able to introduce CFO, advisor and coaching services, which was a game changer to his bottom line, bringing in tens of thousands more in profit. He also explains why Appletree bundles their bookkeeping and tax services as a way of offering more to it’s clients.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Patrick Dichter

Patrick has been helping small businesses grow for +10 years. He kept seeing the need for better bookkeeping and cash flow management. In late 2021 he purchased Appletree Business Services - a quality bookkeeping and tax firm focused on small business.

He enjoys partnering with owners to hit their goals and get their lives back. Patrick holds an MBA from University of Denver and is a self-proclaimed ‘business geek.’

He lives in New England with my amazing wife, Brie, and our three young sons. I’m a true business geek with a fly fishing addiction.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

As part of the discussion Roger and Patrick brought up the community and they briefly mentioned PASBA, the Professional Association of Small Business Accountants.

Patrick is offering a free financial growth analysis - 1 hour to identify the 5 profit and growth metrics in your small business that aren't in your current bookkeeping and financial reports. Go HERE to schedule a time that is convenient for you.

Also, get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Ever thought about getting into the accounting business? Where would you start? One solution could be buying an already established business to save yourself the trouble of starting up.

This week Roger sits with Patrick Dichter, who is the new owner of Appletree Business Services bought in late 2021.

Patrick shares his journey and experience buying an accounting firm, having come from a non-accounting background. He talks about the steps he took as he was buying the firm and also how he went about valuing Appletree before buying.

Patrick also talks about how he was able to introduce CFO, advisor and coaching services, which was a game changer to his bottom line, bringing in tens of thousands more in profit. He also explains why Appletree bundles their bookkeeping and tax services as a way of offering more to it’s clients.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Patrick Dichter

Patrick has been helping small businesses grow for +10 years. He kept seeing the need for better bookkeeping and cash flow management. In late 2021 he purchased Appletree Business Services - a quality bookkeeping and tax firm focused on small business.

He enjoys partnering with owners to hit their goals and get their lives back. Patrick holds an MBA from University of Denver and is a self-proclaimed ‘business geek.’

He lives in New England with my amazing wife, Brie, and our three young sons. I’m a true business geek with a fly fishing addiction.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

As part of the discussion Roger and Patrick brought up the community and they briefly mentioned PASBA, the Professional Association of Small Business Accountants.

Patrick is offering a free financial growth analysis - 1 hour to identify the 5 profit and growth metrics in your small business that aren't in your current bookkeeping and financial reports. Go HERE to schedule a time that is convenient for you.

Also, get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses steps you need to take when buying an accounting firm with Patrick Dichter.

View Details

Join us this Wednesday for a new episode where Roger discusses steps you need to take when buying an accounting firm with Patrick Dichter.

View Details

This week, we see the return of Specialty Bookkeeping, LLC owner Tyler Otto as he and Roger talk about why accounting firms are now among the top targets of scammers.

Having hired a professional cybersecurity firm himself, Tyler shares his experience and why he decided to hire professionals to guarantee his security and his remote working employees.

Tyler also shares a case study of a popular cashier’s cheque fraud as well as some tell-tale signs that you are being scammed.

They also discuss 2-step factor authentication and other top security measures to protect yourself and why it is important to have standard operating procedures for yourself and employees to protect your client information.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Tyler Otto

Tyler Otto along with his wife Karen are the owners of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify clients’ financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry, where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020. His primary focuses include database architecture, Visual Basic scripting, forecasting, budgeting, and data mining. His recent activities include performing large financial system migrations for several companies spanning the hospitality to the construction industry.

Tyler has a passion for team development and promoting fun and collaborative cultures. He believes that a dedication to continuous improvement and learning is the backbone of any successful venture. He loves helping clients make more money. His career has been focused on serving as a financial analyst and business partner, helping business managers make strategic decisions that will grow their businesses for years to come.

Tyler is a fanatic about making new relationships and collaborating with others on large projects. He lives in Salt Lake City, Utah with his wife Karen and two children. When he’s not geeking out in Visual Basic, he’s found in the woodshop doing any number of woodworking projects or on his road bike.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Be sure to connect with Tyler on LinkedIn

Also, follow Tyler on social media for more information and a weekly dad joke!

• www.instagram.com/specialtybk

• www.linkedin.com/company/specialtybk

Lastly, be sure to get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

This week, we see the return of Specialty Bookkeeping, LLC owner Tyler Otto as he and Roger talk about why accounting firms are now among the top targets of scammers.

Having hired a professional cybersecurity firm himself, Tyler shares his experience and why he decided to hire professionals to guarantee his security and his remote working employees.

Tyler also shares a case study of a popular cashier’s cheque fraud as well as some tell-tale signs that you are being scammed.

They also discuss 2-step factor authentication and other top security measures to protect yourself and why it is important to have standard operating procedures for yourself and employees to protect your client information.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Tyler Otto

Tyler Otto along with his wife Karen are the owners of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify clients’ financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry, where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020. His primary focuses include database architecture, Visual Basic scripting, forecasting, budgeting, and data mining. His recent activities include performing large financial system migrations for several companies spanning the hospitality to the construction industry.

Tyler has a passion for team development and promoting fun and collaborative cultures. He believes that a dedication to continuous improvement and learning is the backbone of any successful venture. He loves helping clients make more money. His career has been focused on serving as a financial analyst and business partner, helping business managers make strategic decisions that will grow their businesses for years to come.

Tyler is a fanatic about making new relationships and collaborating with others on large projects. He lives in Salt Lake City, Utah with his wife Karen and two children. When he’s not geeking out in Visual Basic, he’s found in the woodshop doing any number of woodworking projects or on his road bike.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Be sure to connect with Tyler on LinkedIn

Also, follow Tyler on social media for more information and a weekly dad joke!

• www.instagram.com/specialtybk

• www.linkedin.com/company/specialtybk

Lastly, be sure to get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Friday for a new episode where Roger discusses accounting firms being a number 1 target for scammers with Tyler Otto.

View Details

Join us this Friday for a new episode where Roger discusses accounting firms being a number 1 target for scammers with Tyler Otto.

View Details

On this week’s episode, Roger has a chat with Will Hill; financial services consultant, CEO and founder of Will Hill Consultants LLC on various topics.

They talk about how accountants can communicate effectively with clients, client retention as well as how to build and maintain client relationships.

Will also explains the differences between Accounting and Advisory services as he also goes deep into what CFO services are. He also talks about how accountants can offer more value to clients by creating bundled offers.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: William Hill

Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession - which Will has been serving since 2001.

Through his 20+ years in the profession, Will has taught countless classes on firm management, change management, and advisory services. His travels to implement software and perform business workflow consulting have taken him to over 400 firm offices to work directly with firm owners and their team members.

Known for his combination of creativity and practicality, Will brings his passion to each article, webinar, podcast or coaching engagement he embarks upon. In 2021 Will was named by Accounting Today in their “Top 100 Most Influential People in Accounting” list. Will has also twice been recognized by the CPA Practice Advisor in the “Under 40” lists (sadly, no longer eligible for any ‘Under 40’ awards).

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Book an appointment to meet with William

• LinkedIn: https://www.linkedin.com/in/wghill/
• Email: Will@willhillconsults.com
• Website: https://willhillconsults.com/
• Book an appointment: https://calendly.com/willhillconsults/30-min-conversation

Color Accounting: is designed to make it easier to learn the fundamentals of accounting. It is an augmentation to the process that you know so well.

https://universalaccountingschool.com/color-accounting-ca/

Advisory Services: Offer CFO & Advisory services with confidence following a proven process. Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON their business

https://universalaccountingschool.com/cfo-advisory-services/

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

On this week’s episode, Roger has a chat with Will Hill; financial services consultant, CEO and founder of Will Hill Consultants LLC on various topics.

They talk about how accountants can communicate effectively with clients, client retention as well as how to build and maintain client relationships.

Will also explains the differences between Accounting and Advisory services as he also goes deep into what CFO services are. He also talks about how accountants can offer more value to clients by creating bundled offers.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: William Hill

Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession - which Will has been serving since 2001.

Through his 20+ years in the profession, Will has taught countless classes on firm management, change management, and advisory services. His travels to implement software and perform business workflow consulting have taken him to over 400 firm offices to work directly with firm owners and their team members.

Known for his combination of creativity and practicality, Will brings his passion to each article, webinar, podcast or coaching engagement he embarks upon. In 2021 Will was named by Accounting Today in their “Top 100 Most Influential People in Accounting” list. Will has also twice been recognized by the CPA Practice Advisor in the “Under 40” lists (sadly, no longer eligible for any ‘Under 40’ awards).

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Book an appointment to meet with William

• LinkedIn: https://www.linkedin.com/in/wghill/
• Email: Will@willhillconsults.com
• Website: https://willhillconsults.com/
• Book an appointment: https://calendly.com/willhillconsults/30-min-conversation

Color Accounting: is designed to make it easier to learn the fundamentals of accounting. It is an augmentation to the process that you know so well.

https://universalaccountingschool.com/color-accounting-ca/

Advisory Services: Offer CFO & Advisory services with confidence following a proven process. Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON their business

https://universalaccountingschool.com/cfo-advisory-services/

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

Join us this Wednesday for a new episode where Roger discusses asking questions for better communication with your clients with Will Hill.

View Details

Join us this Wednesday for a new episode where Roger discusses asking questions for better communication with your clients with Will Hill.

View Details

This week, Roger sits down with author and scalability expert Brad Fisher as they talk about everything scalability.

Brad introduces the concept of scalability, what it is and what it can accomplish for your business. He also talks about the key difference between scalability and automating your business.

Brad and Roger also talk about what the six scalabilities are, how entrepreneurs can be scalable, among many other topics.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Brad Fisher

Brad Fisher works with business leaders who want to unlock the long-term potential of their companies and their families. He speaks and writes about scalability, leadership, and family business matters. He recently published a book called Family Business Abundance.

Brad is the co-founder and Managing Partner of The Scalability Leadership Group (SLG). His company works primarily with Growth Stage Companies that want to streamline their operations and enhance their results.

He has devoted most of his career to entrepreneurship in the business-to-business, technology, healthcare, family business, and private equity investment arenas.

Brad has built, acquired, and consulted with many companies during his career across a wide range of industries. He calls himself a Transformationalist, and he loves taking organizations to the next level.

Brad Fisher received an M.B.A. from Stanford University and a B.S. in Economics from the University of Minnesota. He serves as a board member of several fine companies and non-profit institutions.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Contact Brad for a strategy call at brad@scalableleadership.com

And don’t forget to have a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

This week, Roger sits down with author and scalability expert Brad Fisher as they talk about everything scalability.

Brad introduces the concept of scalability, what it is and what it can accomplish for your business. He also talks about the key difference between scalability and automating your business.

Brad and Roger also talk about what the six scalabilities are, how entrepreneurs can be scalable, among many other topics.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Brad Fisher

Brad Fisher works with business leaders who want to unlock the long-term potential of their companies and their families. He speaks and writes about scalability, leadership, and family business matters. He recently published a book called Family Business Abundance.

Brad is the co-founder and Managing Partner of The Scalability Leadership Group (SLG). His company works primarily with Growth Stage Companies that want to streamline their operations and enhance their results.

He has devoted most of his career to entrepreneurship in the business-to-business, technology, healthcare, family business, and private equity investment arenas.

Brad has built, acquired, and consulted with many companies during his career across a wide range of industries. He calls himself a Transformationalist, and he loves taking organizations to the next level.

Brad Fisher received an M.B.A. from Stanford University and a B.S. in Economics from the University of Minnesota. He serves as a board member of several fine companies and non-profit institutions.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Contact Brad for a strategy call at brad@scalableleadership.com

And don’t forget to have a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Friday for a new episode where Roger discusses scalability with Brad Fisher.

View Details

Join us this Friday for a new episode where Roger discusses scalability with Brad Fisher.

View Details

In this week’s episode, Roger links up with a fellow accounterpreneur, Reanna Ritter as they have an intricate chat about running an accounting business.

Reanna opens up about what drew her into accounting, how she started off her career eventually starting her own business. She talks about her journey as an accounterpreneur , the challenges she has faced and the false beliefs she had to overcome while running her business.

She talks about why she chose to outsource her staff offshore rather than locally as well as the advantages and challenges of doing so.

Reanna also shares her bad experiences dealing with some of her clients and why it was essential for her to create boundaries. She says that she turned to a coach who helped her improve both personally as well as how she was running her business day to day.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Reanna Ritter

Reanna Ritter the owner and founder of Ritter Accounting & Consulting. Ritter Accounting & Consulting provides outsourced accounting solutions to small and midsize companies, looking for accurate, timely and relevant visibility into their financial performance, while saving time and money on non-value-added activities.

Reanna is born and raised in beautiful South Lake Tahoe. She began working at the age of 15 and put herself through college earning a Bachelor of Science Degree in Accounting in 2012, and a Master of Business Administration in 2017. Her goal is to help small to mid-size companies improve their customer and employee experiences as well as increase profit.

She enjoys hiking, golf, swimming, camping, traveling, theme parks, singing, dancing and spending time with her friends and family, and exploring the wine country. She lives in La Quinta, California with her husband and two children.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• Profit First E-Book
• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

In this week’s episode, Roger links up with a fellow accounterpreneur, Reanna Ritter as they have an intricate chat about running an accounting business.

Reanna opens up about what drew her into accounting, how she started off her career eventually starting her own business. She talks about her journey as an accounterpreneur , the challenges she has faced and the false beliefs she had to overcome while running her business.

She talks about why she chose to outsource her staff offshore rather than locally as well as the advantages and challenges of doing so.

Reanna also shares her bad experiences dealing with some of her clients and why it was essential for her to create boundaries. She says that she turned to a coach who helped her improve both personally as well as how she was running her business day to day.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Reanna Ritter

Reanna Ritter the owner and founder of Ritter Accounting & Consulting. Ritter Accounting & Consulting provides outsourced accounting solutions to small and midsize companies, looking for accurate, timely and relevant visibility into their financial performance, while saving time and money on non-value-added activities.

Reanna is born and raised in beautiful South Lake Tahoe. She began working at the age of 15 and put herself through college earning a Bachelor of Science Degree in Accounting in 2012, and a Master of Business Administration in 2017. Her goal is to help small to mid-size companies improve their customer and employee experiences as well as increase profit.

She enjoys hiking, golf, swimming, camping, traveling, theme parks, singing, dancing and spending time with her friends and family, and exploring the wine country. She lives in La Quinta, California with her husband and two children.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• Profit First E-Book
• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses technology implementation with Reanna Ritter.

View Details

Join us this Wednesday for a new episode where Roger discusses technology implementation with Reanna Ritter.

View Details

As an entrepreneur, you are the visionary for your business. You are the one who comes up with the ideas and who sets the direction for the business. But as your business grows, you can’t be the one who is doing everything. You need to delegate and systemize your business so that it can run without you.

On this week’s episode, Roger chats with Systemology expert David Jenyns on the importance of systematize your business and the benefits it could have for your enterprise.

Systemizing your business is key to long term success. When you have a system in place, you can train your employees how to solve their own problems and stop over-reliance on the entrepreneur. You can also build your business to be a self-sustaining, living, breathing entity, so that the business can run autonomously from you (the owner) and key employees.

David also goes into intricate details on the 7 steps you should take as you systematize your business as well as key principles from his book.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: David Jenyns

In 2016, David successfully systemized himself out of his business, one of Australia’s most trusted digital agencies, Melbourne SEO. Through this process he became a systems devotee – founding systemHUB & SYSTEMology. Today, his mission is to free all business owners worldwide from the daily operations of running their business.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get Critical Client Flow Template

• http://systemology.com/resources

• Learn more of Systemology HERE

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

As an entrepreneur, you are the visionary for your business. You are the one who comes up with the ideas and who sets the direction for the business. But as your business grows, you can’t be the one who is doing everything. You need to delegate and systemize your business so that it can run without you.

On this week’s episode, Roger chats with Systemology expert David Jenyns on the importance of systematize your business and the benefits it could have for your enterprise.

Systemizing your business is key to long term success. When you have a system in place, you can train your employees how to solve their own problems and stop over-reliance on the entrepreneur. You can also build your business to be a self-sustaining, living, breathing entity, so that the business can run autonomously from you (the owner) and key employees.

David also goes into intricate details on the 7 steps you should take as you systematize your business as well as key principles from his book.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: David Jenyns

In 2016, David successfully systemized himself out of his business, one of Australia’s most trusted digital agencies, Melbourne SEO. Through this process he became a systems devotee – founding systemHUB & SYSTEMology. Today, his mission is to free all business owners worldwide from the daily operations of running their business.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get Critical Client Flow Template

• http://systemology.com/resources

• Learn more of Systemology HERE

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses the 7 steps of systemology with David Jenyns. 

View Details

Join us this Wednesday for a new episode where Roger discusses the 7 steps of systemology with David Jenyns. 

View Details

On this week’s episode, Roger talks with tax preparation and planning expert Randy Crabtree on the differences between tax preparation and tax planning, how accountants can start charging more by helping their clients save on their taxes. The difference between a credit and a tax deduction.

They also talk about staffing; how you can now only draw in but retain your employees, , niching and how to develop your own niche, mental health issues among other topics.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Randy Crabtree

Randy Crabtree is the host of his own podcast, ‘The Unique CPA’. It is ranked as one of the top 5% most popular shows in the podcast spectrum.

He is also the Co-founder and partner of Tri-merit Specialty Tax Professionals. He’s is an author, lecturer and the president of a 501C3 stroke survivors empowering each other organization and part owner of an award-winning craft beer and bottle shop in Chicago.

In December 2021, he was listed as one to watch in the section of Accounting Today, and is among the 100 most influential people in accounting. In may he was appointed into its tax counsel for a third-year term.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

https://tri-merit.com/

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

On this week’s episode, Roger talks with tax preparation and planning expert Randy Crabtree on the differences between tax preparation and tax planning, how accountants can start charging more by helping their clients save on their taxes. The difference between a credit and a tax deduction.

They also talk about staffing; how you can now only draw in but retain your employees, , niching and how to develop your own niche, mental health issues among other topics.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Randy Crabtree

Randy Crabtree is the host of his own podcast, ‘The Unique CPA’. It is ranked as one of the top 5% most popular shows in the podcast spectrum.

He is also the Co-founder and partner of Tri-merit Specialty Tax Professionals. He’s is an author, lecturer and the president of a 501C3 stroke survivors empowering each other organization and part owner of an award-winning craft beer and bottle shop in Chicago.

In December 2021, he was listed as one to watch in the section of Accounting Today, and is among the 100 most influential people in accounting. In may he was appointed into its tax counsel for a third-year term.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

https://tri-merit.com/

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger has a great conversation with Randy Crabtree.

View Details

Join us this Wednesday for a new episode where Roger has a great conversation with Randy Crabtree.

View Details

This week, Roger chats with Scott Snider, President of the Exit Planning Institute (EPI) about planning your exit from a business venture. In their conversation, they answer the all-important but dreaded question; ‘Should you have an exit strategy for your business?’.

Scott also shares tips on how business owners can increase the value of their businesses whether they are planning for an exit or not. He also shares valuable insight as to why he believes ‘Exit Strategy is Business Strategy’.

They also break down the role accountants can and should play when it comes to preparing their clients for an exit among other informative topics.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Scott Snider

Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. Scott is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. He launched his first business at the age of 17. At 24, he sold to a strategic buyer (his first “exit”) and joined his father, Chris Snider, in private exit planning and M&A firm Aspire Management.

With their passion for business strategy and serving owners and advisors alike, Scott and his father Chris purchased the Exit Planning Institute (EPI), introduced the Value Acceleration Methodology, wrote an award-winning book called Walking to Destiny, and effectively increased the business size by 10x.

As an exited business owner himself, Scott’s passion is helping business owners create significant companies while aligning their personal financial plans and helping the owner find and tap their personal purpose. He and his EPI team achieve this through educating professional advisors who surround the business owner during this journey. Creating not only significant companies but significant teams and outcomes.

Outside of business, Scott is active inside his community. He serves on various boards and was a former professional indoor soccer player and team owner in the Major Arena Soccer League (MASL).

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Check out the Exit Planning Institute Chapters

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

This week, Roger chats with Scott Snider, President of the Exit Planning Institute (EPI) about planning your exit from a business venture. In their conversation, they answer the all-important but dreaded question; ‘Should you have an exit strategy for your business?’.

Scott also shares tips on how business owners can increase the value of their businesses whether they are planning for an exit or not. He also shares valuable insight as to why he believes ‘Exit Strategy is Business Strategy’.

They also break down the role accountants can and should play when it comes to preparing their clients for an exit among other informative topics.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Scott Snider

Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. Scott is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. He launched his first business at the age of 17. At 24, he sold to a strategic buyer (his first “exit”) and joined his father, Chris Snider, in private exit planning and M&A firm Aspire Management.

With their passion for business strategy and serving owners and advisors alike, Scott and his father Chris purchased the Exit Planning Institute (EPI), introduced the Value Acceleration Methodology, wrote an award-winning book called Walking to Destiny, and effectively increased the business size by 10x.

As an exited business owner himself, Scott’s passion is helping business owners create significant companies while aligning their personal financial plans and helping the owner find and tap their personal purpose. He and his EPI team achieve this through educating professional advisors who surround the business owner during this journey. Creating not only significant companies but significant teams and outcomes.

Outside of business, Scott is active inside his community. He serves on various boards and was a former professional indoor soccer player and team owner in the Major Arena Soccer League (MASL).

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Check out the Exit Planning Institute Chapters

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Friday for a new episode where Roger discusses exit strategy as business strategy with Scott Snider.

View Details

Join us this Friday for a new episode where Roger discusses exit strategy as business strategy with Scott Snider.

View Details

Justin Hatch, CEO of Reach Reporting, explains the importance of reporting and how accountants and advisors can use reports to expand their business and clientele.

Justin discusses the founding of Reach Reporting and how the software has managed to fill a gap in the market by catering to the needs of accountants.

He also outlines the advantages Reach Reporting has for accountants, such as helping them make the transition from traditional to advisory accounting.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Justin Hatch

Justin Hatch is the co-founder and CEO of Reach Reporting. Justin is an industry expert in business management, specializing in software development and financial reporting. He freely shares his rich entrepreneurial experiences to help others succeed.

Justin's passion lies in providing accountants and business owners the tools they need to uncover and understand valuable insight buried in the rows and columns of financial statements. As a business owner, Justin knows how essential it is to understand a business's finances in order to sell a business, acquire investors, or create a solid business strategy.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Visit Reach Reporting and recieve 30% off of all packages for the first 6 months with code "UNIVERSALACCOUNTING30"

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Justin Hatch, CEO of Reach Reporting, explains the importance of reporting and how accountants and advisors can use reports to expand their business and clientele.

Justin discusses the founding of Reach Reporting and how the software has managed to fill a gap in the market by catering to the needs of accountants.

He also outlines the advantages Reach Reporting has for accountants, such as helping them make the transition from traditional to advisory accounting.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Justin Hatch

Justin Hatch is the co-founder and CEO of Reach Reporting. Justin is an industry expert in business management, specializing in software development and financial reporting. He freely shares his rich entrepreneurial experiences to help others succeed.

Justin's passion lies in providing accountants and business owners the tools they need to uncover and understand valuable insight buried in the rows and columns of financial statements. As a business owner, Justin knows how essential it is to understand a business's finances in order to sell a business, acquire investors, or create a solid business strategy.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Visit Reach Reporting and recieve 30% off of all packages for the first 6 months with code "UNIVERSALACCOUNTING30"

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses connecting with clients and understanding their needs with Justin Hatch.

View Details

Join us this Wednesday for a new episode where Roger discusses connecting with clients and understanding their needs with Justin Hatch.

View Details

This week Roger invites back to the show, ‘The Pitch Queen’ Michelle Weinstein for a hard-hitting and informative conversation.

Michelle goes in-depth as she explains what marketing is, and the differences between marketing and sales including how and when marketing turns into sales. She also explains why we should never negotiate or lower our prices under any circumstances and talks about the different types of objections we might face and how we can overcome them and increase our closing rates.

She also talks about her experience working with the Suicide Hotline and she explains how we should help a loved one or anyone who is in a dark place in their lives. Michelle also shares some resources we or our loved ones could reach out to when we are in that dark place.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Michelle Weinstein

Michelle is the founder of The Abundant Accountant and helps accountants to grow their firms to 7-figures and beyond by making selling FUN. She has successfully trained accountants, CPAs, EAs, bookkeepers, and other financial professionals how to charge higher fees and double their firm revenue.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Charge top dollar for your services

• www.chargehigherfees.com

Book: Never split the difference

Get the sales training built specifically for accounting professionals so that you can Sell with Confidence by applying the principles of Strategic Selling. Take a moment and download this overview of the process with this Cut to the Chase pdf

988 Suicide & Crisis Lifeline The resources and information on this page are designed to help states, territories, tribes, mental health and substance use disorder professionals, and others looking for information on understanding the background, history, funding opportunities, and implementation resources for strengthening suicide prevention and mental health crisis services.

• Podcast, before you kill yourself

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

This week Roger invites back to the show, ‘The Pitch Queen’ Michelle Weinstein for a hard-hitting and informative conversation.

Michelle goes in-depth as she explains what marketing is, and the differences between marketing and sales including how and when marketing turns into sales. She also explains why we should never negotiate or lower our prices under any circumstances and talks about the different types of objections we might face and how we can overcome them and increase our closing rates.

She also talks about her experience working with the Suicide Hotline and she explains how we should help a loved one or anyone who is in a dark place in their lives. Michelle also shares some resources we or our loved ones could reach out to when we are in that dark place.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Michelle Weinstein

Michelle is the founder of The Abundant Accountant and helps accountants to grow their firms to 7-figures and beyond by making selling FUN. She has successfully trained accountants, CPAs, EAs, bookkeepers, and other financial professionals how to charge higher fees and double their firm revenue.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Charge top dollar for your services

• www.chargehigherfees.com

Book: Never split the difference

Get the sales training built specifically for accounting professionals so that you can Sell with Confidence by applying the principles of Strategic Selling. Take a moment and download this overview of the process with this Cut to the Chase pdf

988 Suicide & Crisis Lifeline The resources and information on this page are designed to help states, territories, tribes, mental health and substance use disorder professionals, and others looking for information on understanding the background, history, funding opportunities, and implementation resources for strengthening suicide prevention and mental health crisis services.

• Podcast, before you kill yourself

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses overcoming objections and how to negotiate with Michelle Weinstein.

View Details

Join us this Wednesday for a new episode where Roger discusses overcoming objections and how to negotiate with Michelle Weinstein.

View Details

This week Roger has a fun and compelling conversation with accountant and author Anish Baheti. Anish shares his journey of becoming an author and why he is now an educator who seeks to simplify complex concepts to his students.

Anish shares how he managed to simplify Accounting concepts using a card deck and how accountants could use the same card trick with their clients and as a result stand out and help their clients feel comfortable with accounting.

Roger and Anish also share their journey’s to finding their purpose and why it is important for all of us to find our purpose in life.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Anish Baheti

Inspirational Keynote Speaker, Anish Baheti is an award-winning author and a purpose coach to professionals of all walks of life. He’s often heard saying that God has been kind in showering him with two skills – Simplifying the Complex and Inspiring the Uninspired.

As the Founder and CEO of Train My Brain® (IND) & Concepts Coach® (AUS), Anish has delivered thousands of entertaining, energizing, and engaging sessions. Helping educational institutions, corporate offices, entrepreneurs, teachers, students, and athletes alike, Anish has formed a lasting presence in the world of life improvement.

Anish is passionate about simplifying the complex by creating an experiential learning deck of 52 cards, making meaningful interactions with the audience, and helping them connect the dots, all of which make him a much sought-after speaker. Listeners love his bite-sized practical strategies that they can apply both personally and professionally.

Anish shows each participant how to delve deep into oneself and reconnect with what matters most, so they can lead a life by design and not by default. His signature program, The Life Deck® (52 cards from 'needs' to 'purpose') captures the journey from self-inquiry to self-realization beautifully and can be implemented by anyone in a self-paced way. The Numbers Deck® is another fun program to teach Accounting to Non-Accountants in less than 90 minutes just by making them play with a deck of 52-Cards.

After spending his early life in India, Anish lived in Australia, becoming familiar with reliable, lasting brands as their success became his own. Not all victories were immediate, however. His life has dealt him many challenges, but now that he can reflect, his growth and success are more rewarding than he had ever imagined. His life’s journey has now brought him to a place where he can help others overcome their struggles and have the life they dream of. He has a limitless appetite for helping others maximize their potential and his work continues to touch audiences from every walk of life.

Anish earned his Chartered Accountant degree from ICAI and his MBA from the University of Technology, Sydney. He’s also a Certified Life Coach from Australia and a Certified Brain Mapping Practitioner from the UK. Anish’s honors include winning the Outstanding Leadership Award in Las Vegas USA in 2022, being voted as one of the winners of the Education and Training Award in Australia and has been named to BW Education 40Under40 list in 2020. Train My Brain® has also won the Best Companies Award in Dubai UAE in 2022.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

For listening to this episode Anish is sharing with us his online training for which is the Accounting for Non-Accountants (on-demand video course) using a deck of 52-Cards. It’s The Numbers Deck which can be found HERE. Go now and save 25%.

In addition, you’ll also want to experience Color Accounting. This course is helps individuals learn the accounting model in a fun interactive way. It is used by both accounting professionals and business management to understand and communicate more effectively when it comes to discussing the language of business.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast, and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

This week Roger has a fun and compelling conversation with accountant and author Anish Baheti. Anish shares his journey of becoming an author and why he is now an educator who seeks to simplify complex concepts to his students.

Anish shares how he managed to simplify Accounting concepts using a card deck and how accountants could use the same card trick with their clients and as a result stand out and help their clients feel comfortable with accounting.

Roger and Anish also share their journey’s to finding their purpose and why it is important for all of us to find our purpose in life.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Anish Baheti

Inspirational Keynote Speaker, Anish Baheti is an award-winning author and a purpose coach to professionals of all walks of life. He’s often heard saying that God has been kind in showering him with two skills – Simplifying the Complex and Inspiring the Uninspired.

As the Founder and CEO of Train My Brain® (IND) & Concepts Coach® (AUS), Anish has delivered thousands of entertaining, energizing, and engaging sessions. Helping educational institutions, corporate offices, entrepreneurs, teachers, students, and athletes alike, Anish has formed a lasting presence in the world of life improvement.

Anish is passionate about simplifying the complex by creating an experiential learning deck of 52 cards, making meaningful interactions with the audience, and helping them connect the dots, all of which make him a much sought-after speaker. Listeners love his bite-sized practical strategies that they can apply both personally and professionally.

Anish shows each participant how to delve deep into oneself and reconnect with what matters most, so they can lead a life by design and not by default. His signature program, The Life Deck® (52 cards from 'needs' to 'purpose') captures the journey from self-inquiry to self-realization beautifully and can be implemented by anyone in a self-paced way. The Numbers Deck® is another fun program to teach Accounting to Non-Accountants in less than 90 minutes just by making them play with a deck of 52-Cards.

After spending his early life in India, Anish lived in Australia, becoming familiar with reliable, lasting brands as their success became his own. Not all victories were immediate, however. His life has dealt him many challenges, but now that he can reflect, his growth and success are more rewarding than he had ever imagined. His life’s journey has now brought him to a place where he can help others overcome their struggles and have the life they dream of. He has a limitless appetite for helping others maximize their potential and his work continues to touch audiences from every walk of life.

Anish earned his Chartered Accountant degree from ICAI and his MBA from the University of Technology, Sydney. He’s also a Certified Life Coach from Australia and a Certified Brain Mapping Practitioner from the UK. Anish’s honors include winning the Outstanding Leadership Award in Las Vegas USA in 2022, being voted as one of the winners of the Education and Training Award in Australia and has been named to BW Education 40Under40 list in 2020. Train My Brain® has also won the Best Companies Award in Dubai UAE in 2022.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

For listening to this episode Anish is sharing with us his online training for which is the Accounting for Non-Accountants (on-demand video course) using a deck of 52-Cards. It’s The Numbers Deck which can be found HERE. Go now and save 25%.

In addition, you’ll also want to experience Color Accounting. This course is helps individuals learn the accounting model in a fun interactive way. It is used by both accounting professionals and business management to understand and communicate more effectively when it comes to discussing the language of business.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast, and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses simplifying the complex and inspiring your clients with Anish Baheti.

View Details

Join us this Wednesday for a new episode where Roger discusses simplifying the complex and inspiring your clients with Anish Baheti.

View Details

In this special video episode, Roger Knecht speaks to John Biggs, the founder of Incite Tax and the author of Profit First For Microgyms. Biggs shares his journey starting his business. From his experience, he discusses the challenges that business owners face regarding their finances. Having overcome these challenges, Biggs shared solutions, breaks myths surrounding taxes and offers tips on how to interpret the numbers in business. He also shares tips on how to be productive and not burnout so you attain a work-life balance

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: John Briggs

John Briggs is the founder of Incite Tax and the author of Profit First For Microgyms. His theme is, "The IRS Sucks", and business owners should keep more of their money to build long-term wealth. He has built an amazing team of Nontraditional accountants to help combat the IRS bullying.

Through his 12+ years of Entrepreneurship he has learned that achieving a highly profitable business can be overwhelming, particularly with all the barriers and unknowns that new owners are forced to deal with. Entrepreneurs can quickly become stressed and burnt out, and often sadly give up on the mission that they set out for.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

For those accountants that love serving clients but don’t love the back-end business side of running a firm, Incite has a unique model that lets accountants enjoy the benefits of being a business owner without the headache. Watch this video if you want to see how it works. https://youtu.be/fH8RA9KAH5A

You should also check out this FREE resource for accounting firms, we call it the toolbox. Find the tools you need to work more efficiently and profitably to have the premier accounting firm in your area.

Also, take advantage of this FREE Money Management course designed to help individuals with their personal and family finances. From the basics to best practices learn how to live within your means and stay out of debt. You’ll be amazed at what you can accomplish in just one hour. Enjoy Money Management and be sure to also share it with others.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

In this special video episode, Roger Knecht speaks to John Biggs, the founder of Incite Tax and the author of Profit First For Microgyms. Biggs shares his journey starting his business. From his experience, he discusses the challenges that business owners face regarding their finances. Having overcome these challenges, Biggs shared solutions, breaks myths surrounding taxes and offers tips on how to interpret the numbers in business. He also shares tips on how to be productive and not burnout so you attain a work-life balance

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: John Briggs

John Briggs is the founder of Incite Tax and the author of Profit First For Microgyms. His theme is, "The IRS Sucks", and business owners should keep more of their money to build long-term wealth. He has built an amazing team of Nontraditional accountants to help combat the IRS bullying.

Through his 12+ years of Entrepreneurship he has learned that achieving a highly profitable business can be overwhelming, particularly with all the barriers and unknowns that new owners are forced to deal with. Entrepreneurs can quickly become stressed and burnt out, and often sadly give up on the mission that they set out for.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

For those accountants that love serving clients but don’t love the back-end business side of running a firm, Incite has a unique model that lets accountants enjoy the benefits of being a business owner without the headache. Watch this video if you want to see how it works. https://youtu.be/fH8RA9KAH5A

You should also check out this FREE resource for accounting firms, we call it the toolbox. Find the tools you need to work more efficiently and profitably to have the premier accounting firm in your area.

Also, take advantage of this FREE Money Management course designed to help individuals with their personal and family finances. From the basics to best practices learn how to live within your means and stay out of debt. You’ll be amazed at what you can accomplish in just one hour. Enjoy Money Management and be sure to also share it with others.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

This week, your host Roger interviews a perky and energetic guest, Shaily Hakimian who talks us through how to activate the power of social media and use that power to boost our end goal, profitability.

Shaily shares why it is important for us to have social media profiles, how we can manage our social media accounts on our own, and when it is necessary to hire someone to take up that role instead.

She also talks about why it is important for us to be personable online and shares some tips for us to be able to come up with great social media posts.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Shaily Hakimian

Shaily started doing social media for her hobby community in high school… ON MYSPACE. She didn't realize what she did was doing social media until after college when she saw a question on a job application asking if she had ever managed an online community, and she realized there was something there.

She graduated from Indiana University with a degree and certification in elementary education K-6, and she now uses those mad teaching skills to lead workshops, work with business owners 1-on-1 training them on social media, and has coached 200+ B2B consultants on how to use LinkedIn to grow their business. She guides business on how to stay top of mind with their community and referral network using social media. I hold them accountable and boost their confidence in themselves, what they have to offer, and their own social media abilities. She loves live streaming, event social media, live Tweeting, and comment engagement.

She is a Persian-Moroccan Indiana University Grad who loves cheesy icebreakers, bubble tea, poker, reality competition shows like Big Brother and Survivor, TEDx conferences, magic, flea markets, the Jewish community, and her sequin closet. Teacher of social media as a tool of empowerment

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

https://www.yoursocialmediasherpa.com/fav-profiles

Go to https://www.yoursocialmediasherpa.com/fav-profiles to get Shaily's favorite LinkedIn profiles for inspiration.

Viewers can also stream full length workshops on LinkedIn, social media networking, and marketing your career absolutely free on YouTube.

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses social media marketing with Shaily Hakimian.

View Details

This week, Roger interviews business owner, and strategic partnerships expert Rachel Fisch on how accountrepreneurs can understand and build strategic partnerships to help their businesses become more profitable.

She explains how we as accountrepreneurs can use our contacts to come up with business opportunities and form strategic partnerships. For example; asking a client who you do bookkeeping for to refer your services to their clients and or fellow entrepreneurs.

Having experience in the tech industry, Rachel also points out a gaping opportunity for accountants to partner with start-ups and tech companies to offer their services. She also explains what to look out for when we are acquiring new businesses.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Rachel Fisch

Episode Title: How to Leverage Strategic Partnerships with Rachel Fisch

Rachel Fisch has worked at Sage for a number of years. She has also owned and operated her own business and has insights regarding starting or purchasing a company. In her bio she points out that she loves to live and work at the intersection of accounting and technology and focuses on things like strategy, technology and strategic partnerships.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

You could be a viable resource in helping clients improve their credit scores in order to stabilize their business’s financial standing. Check out our Business Score

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Friday for a new episode where Roger discusses Leveraging Stretegic Patnerships with Rachel Fisch.

View Details

This week, Roger chats with business owner, coach, and host of the Simplifying Entrepreneurship podcast, Pete Mohr.

They talk about the everyday frustrations facing entrepreneurs, frameworks, and systems that can help overwhelmed business owners including; the 5 Ps i.e. Promise, Product, Process, People & Profit, and how they can help in running a successful business.

Pete also shares why it is important for entrepreneurs to work with coaches and mentors, and also why it is important for them to give back to the community.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Pete Mohr

Pete Mohr is the host of his own podcast show ‘Simplifying Entrepreneurships’. He also works with entrepreneurs transforming their frustrations into freedoms by using a variety of frameworks that help them cut through the chaos and overwhelm their business. With 27 years as a business owner, he’s refined many of his tips, tools and techniques in the trenches with his own business. He started coaching other business owners because of his belief that you should own your business and it shouldn't own you.

Offers:

Listen to the “Simplifying Entrepreneurship Podcast”

• https://simplifyingentrepreneurship.com/simplifying-entrepreneurship-podcast/

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses the 5 P's with Pete Mohr.

View Details

This week, Roger chats with best-selling author and speaker Daniel Blue about different and out-of-the-box strategies accountants can employ to help their clients diversify their investment portfolios, increase their cash flow, defer the payment of taxes and live life tax-free.

They also talk about how you can better prepare your clients for retirement and help them collaborate with fellow business owners so they can learn from others’ mistakes.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Daniel Blue

Daniel is a regular contributor to forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over more than ten years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that led to life-changing results. Under Daniel’s leadership, Quest Education has actually reached the 7-figure mark two years in a row with thousands of customers throughout the United States. He has also published a book, ‘B.L.U.E Print To Your Best Retirement’ and it’s an amazon best seller.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

B.L.U.E. Print to Your Best Retirement: How to Access Your Retirement Account Penalty and Tax-Free

• https://www.amazon.com/Blueprint-Your-Best-Retirement-Tax-Free-ebook/dp/B09BHXZT2L/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=1629004119&sr=8-12

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses the blueprint for living a tax-free life with Daniel Blue.

View Details

This week, Roger chats with psycho-sales expert Chandler Walker about abandoning the old-school sales tactics of aggression and selling with compassion in mind.

Chandler shares how he came up with his Compassion Conversation sales system, by applying cognitive behavior therapy and other Wellness ideologies to the sales process.

Roger and Chandler also talk about the misconceptions of sales i.e. you have to be aggressive to sell as well as other ideas from his Compassion Conversation sales system i.e. timing, tempo & tone during the sales conversation, building rapport, overcoming objections as well as what you should be paying attention to in a conversation to avoid challenging your client’s character.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Chandler Walker

Chandler started his entrepreneurial journey after graduating from the University of Nevada Reno with a degree in Biochemistry and forgoing a medical pathway to pursue a brick-and-mortar wellness facility.

He then pivoted to an online health practice a year before the COVID lockdowns.

After scaling both businesses to the 7-figure level and doing 3000-4000 sales consultations, Chandler was frustrated with the way sales were taught.

He was tired of the old-school objection handling, aggressive tactics, and salesy attitude taught by most sales trainers.

So he looked back at what he was doing, combed through his notes, and created Compassion Conversations.

A therapeutic-driven, psychological-based sales system centered around compassion and care.

Chandler has taught over 3000 people his system of compassion Conversations and has the goal to change and redefine the landscape of sales altogether.

Chandler also invests regularly in the crypto markets and bought Ethereum when it was $15, obtaining a 20,000% increase and turning $250 into 50k

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Chandler offers a 9-step Framework to selling without Manipulation, Aggression Tactic or Feeling Salesy : https://9step.cultureofcare.life/

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

In this special video episode, Roger has a sit down with Chad Hymas decorated speaker and life coach, also listed among the world’s 10 most inspirational people in the world by the Wall Street Journal.

Chad shares his personal story of how he overcame the odds, being 95% paralyzed, and still attain huge success and commanding huge respect in his field.

Chad says that it was by putting aside his ego and pride and choosing to rely on others, his family and close friends that he was able to make it far.

Chad also talks about his eight pillars of success and how he’s been able to build them up by delegating to others.

Join us on YouTube for the full video

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Chad Hymas

Chad is the owner and founder of Chad Hymas Communications. He does a variety of speaking around the world actually addressing the number of things that all of us can relate to which is mindset related staying positive among other things addressed in this week’s podcast.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Chad’s Offers:

https://www.chadhymas.com/

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

On this week’s podcast, Roger Knecht interviews finance expert & CFO Andy Cristin, who has over 30 years of experience in the commercial sector, both working for and running businesses.

They talk about Andy’s journey from working in the commercial sector to starting his own business with Andy giving valuable advice to anyone looking to start up their own business.

They talk about the importance of the CFO in the business and how as a CFO you can take your client’s business to a whole new level by identifying key performance indicators they should be watching, budgets, and forecasts to help them manage their cash flow better and how accountants can take up the advisory role for their clients.

Andy also discusses key concepts from his Amazon best-selling book, The Profit Mindset.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Andy Cristin

Andy Cristin is a finance director and CFO with over 30 years of experience in a broad range of commercial organizations based in the UK, Europe, and the Middle East.

He qualified as an accountant while working for a major UK food distributor moved to a European vehicle logistics business and then to a privately held business in the technology sector.

During his career, he’s worked for 11 different start-ups, three of which grew from nothing to become multi-million-dollar turnover businesses as well as being an adviser.

He has been in the business himself, Co-founding a B2B service with a serial entrepreneur. They grew the business from 0 to $1,000,000 profit with zero to 50 employees in less than five years. The company was built with a sell in mind, and they achieved an average profit multiple in a sale to a French multinational company.

Andy is the author of Profit Mindset, which is an Amazon number one bestseller and was shortlisted for the business of Book Awards. The book is designed to help business owners improve the finance side of their business.

He is also a regular contributor to various business-related publications outside of work and he lives in Chelmsford UK with his wife and two university-age children. He is a keen sports fan, lifelong Liverpool supporter, and a regular spectator at Lords and Wimbledon.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Andy’s new book and special offer for our listener’s:

He is happy to make available a pdf copy of his book “The Profit Mindset”. He says that anyone can connect with him via Linkedin and request a copy by messaging him directly and mentioning this podcast, “Building the Premier Accounting Firm” with Roger Knecht.

He is also offering a copy of his newest ebook called “Notes from a Small Business” which can be downloaded from his website https://www.pareto-fd.com

Be sure to also take advantage of this offer to receive the following training:

• For FREE, The Turnkey Business Plan for accounting professionals
• Strategic Selling &
• Selling with Confidence
• And for FREE as well, this webinar addresses online marketing such as leveraging your social presence to get the clients you deserve. You’ll also learn how to automate the entire process from marketing to sales. Don’t miss this information-packed webinar to help you get the clients you deserve.

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide CFO & Advisory services as the premier accounting business today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

Become a Profit & Growth Expert for your clients offering quality CFO and Advisory services. Learn how to best market, sell, onboard, and fulfill long-term engagements following the Universal Business Builder Model.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast, and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses having a profit mindset with Andy Cristin.

View Details

This week, Roger has a chat with certified tax planner and tax issues expert Dominique Molina. They talk about how you can realize your full potential as a tax planner, getting beyond tax preparation and tax planning for your clients and how you can save your clients money through advisory services.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Dominique Molina Co-Founder and President of the American Institute of Certified Tax Planners

Editor-In-Chief, Thinking Outside The Tax Box

Dominique is an accomplished keynote speaker, teacher, best-selling author, and mentor to tax professionals across the United States. She frequently appears in print, television, and radio programs, including CNN Money, and was named one of the 40 Most Influential Accountants by CPA Practice Advisor Magazine.

Dominique is the co-founder and President of the American Institute of Certified Tax Planners.

She trains and certifies CPAs according to her own high standards for advisory excellence and tax reduction goals. In 2009, Dominique began to create an elite network of tax professionals including CPAs, EAs, attorneys and financial service providers who are trained to help their clients proactively plan and implement tax strategies that can rescue thousands of dollars in wasted tax. AICTP’s growing network of tax professionals successfully reaches over 300,000 entrepreneurial businesses throughout the country with Dominique having licensed over 800 tax planners, both nationally and internationally.

Prior to founding the American Institute of Certified Tax Planners, Dominique successfully established her own practice, a San Diego-based, full-service tax, accounting and business consulting firm, serving hundreds of business owners and investors across the country.

Preceding this, Dominique assisted a variety of clients for the largest independently owned CPA firm in San Diego.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Check out the American Institute of Certified Tax Planners

• Turnkey Business Plan, Strategic Selling & Selling With Confidence
• Webinar: Universal CRM

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses avisory services with Dominique Molina.

View Details

This week, Roger interviews sales guru Merit Kahn; CEO of SELLect Sales Development, Emotional Intelligence coach, key-note speaker, and part-time stand-up comedian.

You’ll learn all about Sales and Marketing your business the right way. Current trends in this topic i.e. Sales Funnels & Lead Magnets. And all the elements you’ll require in order to sell your products or services properly.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Merit Kahn

Merit Kahn is the CEO of SELLect Sales Development, an Emotional Intelligence Expert and Certified Speaking Professional. For 20+ years she has worked with salespeople, entrepreneurs, professionals and business leaders who are frustrated because…

• Their ideal prospects were not receptive to their offers
• They struggled to reach their aggressive sales goals
• The pace of change meant always being in catch up mode
• There was never time for creating innovative ideas
• Profit margins were slowly shrinking
• Employees were overworked, over tired and overwhelmed

Merit is also the author of- Myth Shift: Challenging The Truths That Sabotage Success, Co-host of ‘The Smarter Sales Podcast’ and for fun does stand-up comedy as a hobby.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get your Sales SWOT on Steroids resources TODAY

You’ll also want to get your free copy of Profit First

And lastly we have a FREE copy of this book that all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses all things sales with Merit Kahn.

View Details

In this week’s episode, Roger Knect has a conversation with Allison Williams about ways to systemize your work for efficiency, the three key things to look out for in order to hire the right person and business principles that are effective for running a business.

With experience helping solo and small firm attorneys grow their revenue, crush problems in business and making money, Allison shares business principles that she has found to be applicable to the law firm and can be applied to accounting professionals.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Allison Williams

Allison Williams, known as the Law Firm Mentor, is the owner of two successful companies. She is Founder of Williams Law Group, a full-service family law firm where she is a Fellow of the American Academy of Matrimonial Lawyers, is Certified by the New Jersey Supreme Court as Matrimonial Law Attorney and is certified by the National Board of Trial Advocacy in Family Law. After taking Williams Law Group from start-up to a multi-million-dollar business in 3.5 years, she created a second business, Law Firm Mentor, where she provides business coaching services for Solo and Small Law Firm attorneys helping them grow their revenues, crush chaos in business and make more money.

This business was born out of her success in business, including winning the LawFirm500 award, ranking 14th of the fastest-growing law firms in the nation, being named a Stevie Award Finalist for Female Entrepreneur of the Year in 2017 and in 2018, being voted as NJBIZ’s Top 50 Women in Business and designated one of the Top 25 Leading Women Entrepreneurs and Business Owners. The motto of Law Firm Mentor is #NeverStopGrowing!

An international speaker in the field of child abuse and neglect evidence and trial practice, Ms. Williams has appeared on the Katie Couric show and has published articles in the Huffington Post addressing issues of child maltreatment. She has been selected among her peers as one of the Top 100 Super Lawyers in New Jersey and has been voted by her clients as one of New Jersey’s Best Lawyers for Families.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Allison provides a chance for you to listen to her podcast,

The Crushing Chaos with Law Firm Mentor podcast. on your preferred platform.

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses niching, marketing, and systemitizing your business with Allison Williams.

View Details

This week, Roger interviews Laura Shepherd, accounting professional & owner of My Top Bookkeeper, a platform that offers full-charge bookkeeping services.

Roger and Laura discuss accounting and bookkeeping as she shares her 8-step accounting process that can be used to market and sell accounting services, and the benefits that accountants and bookkeepers can experience while using this process & much more.

Perhaps it is time we consider ways to simplify accounting for our clients to help more of them use the information we are providing to more intelligently run their businesses.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Laura Shepherd Laura Shepherd is the owner My Top Bookkeeper. My Top Bookkeepers provide full-charge bookkeeping services by using the Accounting Cycle and GAAP guidelines to produce, explain and substantiate our results. That's a fancy way of saying that when it comes time to put your financials in front of your CPA, lender, investor, IRS, etc, you can have confidence in the results because we know they are right. Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Take a moment and do a self -assessment of your accounting knowledge, technical skills and business experience. This is quick and easy but also informative: https://forms.gle/AQdGLFY4LBUADvdr8

Benchmarking a business’ financial performance to it’s industry standards can be very helpful to find areas of improvement within a company. See what you can do as an accountant to leverage this powerful tool as you work with your clients. BizBench may be the solution you need to take your client relationship to the next level. See how accounting professionals are using this report with their clients today: https://bizbench.com/#

Become a profit & growth expert

The Profit & Growth Expert (PGE) designation is unique within the accounting profession as it demonstrates proficient skills necessary to offer quality accounting services coupled with with CFO and Advisory work. See what you can do to increase your average revenue per client while improving your client relationships and retention as a Profit & Growth Expert.

Get a FREE copy of these books that all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger has a discussion with Laura Shepherd.

View Details

This week, Roger interviews cash flow expert David Safeer, Founder and CEO of David Safeer International, an institution that trains accountants on matters of cash flow, and also works with CFOs to optimize their cash flow and run businesses more effectively.

They talk about all matters cash flow; managing cash flow, cash flow strategies etc., the reasons why most businesses fail and how as an accountant you can predict the future and help businesses deal with cash effectively.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: David Safeer

David Safeer is a globally recognized expert in cash flow optimization and the founder of David Safeer International, which educates and advises accountants and CFOs on cash flow and profit maximization strategies for their clients. His work has impacted hundreds of businesses with revenues from $1 million - $20 million in 40 countries.

As vice president and general manager of Kodak Latin America, he transformed his division from years of loss to profitability in 18 months. As president of Iomega Latin America, Inc., David grew revenue by 404% in 5 years and profits by 181%. David has a master’s degree in International Management and 20 years of working with Fortune 100 companies such as Morgan Stanley and Dell.

David teaches accountants how to grow their revenue with cash flow advisory services through his cash flow advisory certification program and mastermind groups.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Schedule and have a 30-minute call with David to discuss any challenges you or your clients are having and attend a month of David's Cash Flow Advisory Masterminds for free. This includes access to the Mastermind archives to explore case studies and cash flow frameworks, strategies, and tactics. Between the call and the month mastermind sessions, that's a $650 value. Also download the EBook 10 Easy No Risk Habits to Start Managing Cash Flow Today

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

This week, Roger interviews cash flow expert David Safeer, Founder and CEO of David Safeer International, an institution that trains accountants on matters of cash flow, and also works with CFOs to optimize their cash flow and run businesses more effectively.

They talk about all matters cash flow; managing cash flow, cash flow strategies etc., the reasons why most businesses fail and how as an accountant you can predict the future and help businesses deal with cash effectively.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: David Safeer

David Safeer is a globally recognized expert in cash flow optimization and the founder of David Safeer International, which educates and advises accountants and CFOs on cash flow and profit maximization strategies for their clients. His work has impacted hundreds of businesses with revenues from $1 million - $20 million in 40 countries.

As vice president and general manager of Kodak Latin America, he transformed his division from years of loss to profitability in 18 months. As president of Iomega Latin America, Inc., David grew revenue by 404% in 5 years and profits by 181%. David has a master’s degree in International Management and 20 years of working with Fortune 100 companies such as Morgan Stanley and Dell.

David teaches accountants how to grow their revenue with cash flow advisory services through his cash flow advisory certification program and mastermind groups.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Schedule and have a 30-minute call with David to discuss any challenges you or your clients are having and attend a month of David's Cash Flow Advisory Masterminds for free. This includes access to the Mastermind archives to explore case studies and cash flow frameworks, strategies, and tactics. Between the call and the month mastermind sessions, that's a $650 value. Also download the EBook 10 Easy No Risk Habits to Start Managing Cash Flow Today

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

In this week’s episode, Roger Knecht and Trevor discuss the technologies and softwares and how they impact you and how you run your business. Trevor gives a Step by step illustration on ways you can change or translate technical concepts into easy concepts that are easily understood by the clients. Learn how you can accelerate your business growth through innovative ways.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Trevor Ewen Trevor is an experienced software engineer, and real estate investor. He has an MBA from London Business School and Columbia Business School.

He is a Southport Ventures partner and the CEO of Southport Technology Group. He manages full-stack teams in clean energy, insurance, finance, and media. Notable engagements include Morgan Stanley, HBO, Honest Buildings (now Procore), Black Bear Energy, and PRco.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Business owners (or administrators) can book a 30-minute virtual coffee with a member of our team here: https://stg.software/coffee

It's free. We send you a Starbucks gift card and do a quick technical survey on your business. After the call, we compile the information into a free report and send it over.

BizBench

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses building custom technology in your firm with Trevor Ewen.

View Details

This week, Roger interviews Kim Curtis, President and CEO of Wealth Legacy Institute and author of Amazon best seller, ‘Money Secrets: Keys to Smart Investing’. Kim is highly regarded in the financial planning industry and was recognized by the Journal of Practical Estate Planning.

They talk about what wealth management entails and the role wealth managers as well as accountants play in planning the financial aspect of their clients lives and getting them ready for retirement.

They also discuss ‘The Law of 72’ and having a healthy relationship with money among many other topics.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Click on the following links to get offers

• Retirement Secrets: Keys to Retiring Happy, Healthy & Free
• Money Secrets: Keys to Smart Investing
• Aging Parents Checklist

Get a FREE copy of these booksall accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

This week, Roger interviews Kim Curtis, President and CEO of Wealth Legacy Institute and author of Amazon best seller, ‘Money Secrets: Keys to Smart Investing’. Kim is highly regarded in the financial planning industry and was recognized by the Journal of Practical Estate Planning.

They talk about what wealth management entails and the role wealth managers as well as accountants play in planning the financial aspect of their clients lives and getting them ready for retirement.

They also discuss ‘The Law of 72’ and having a healthy relationship with money among many other topics.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Click on the following links to get offers

• Retirement Secrets: Keys to Retiring Happy, Healthy & Free
• Money Secrets: Keys to Smart Investing
• Aging Parents Checklist

Get a FREE copy of these booksall accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses money management with Kim Curtis.

View Details

This week, Roger chats with Mike Capuzzi, publisher, author and book publishing coach, about the power of shooks otherwise known as short books, and how you as an entrepreneur can use them to market your business.

Mike breaks down how you can use shooks to reach clients and establish yourself as market leader in your field.

He further explains why you should publish a shook and the advantages of shooks for the author and its readers.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Mike Capuzzi

Mike Capuzzi is a publisher, author and book publishing coach and has been helping clients create exceptional marketing results since 1998.

In 2019, he launched Bite-Sized Books, a new publishing concept formula for creating short, helpful books (known as shooks™). Shooks are ideal for business owners, entrepreneurs and corporate leaders who are looking to increase their level of authority, while also providing helpful information in bite sized books.

Mike is the author of 15 books, including two Amazon #1 Best Sellers, The 100-Page Book and The Magic of Short Books.

If you’ve ever wanted to write a non-fiction book but weren’t sure how to do it, you’re going to love what Mike has to share today.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

This week, Roger talks with Jeff Cohen, a Desired Speaker, Certified Profit First Professional, Management Consultant & Business Coach, with over 20 years of entrepreneurial experience, who also appeared and went toe-to-toe with the Sharks on ABC’s ‘Shark Tank’.

They discuss matters of accountability and how as entrepreneurs we can be responsible and accountable for our actions and create a culture of accountability in our businesses.

Jeff also reflects on his personal failures, declaring bankruptcy during the height of the 2007 recession, and the lessons he learned from this experience.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Jeff Cohen

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

To get the first chapter of the Countonable book for free, click on this link www.countonable.com

• Download the free resources and the first chapter of the book.
• Feel free to reach out and schedule with his team

Get your free copy of Profit First

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

In this episode, Roger and Best-Selling author and former UK Entrepreneur of the Year, Steve Pipe, discuss the importance and role that accountants and wealth managers play in creating a good quality of life for their clients.

Steve shares his personal story of how he helped his dad, a printer who felt overwhelmed by the shift in technology in the industry, retire early by creating a personal balance sheet for him.

They also discuss why as an accountant you should always give one-page summaries to your clients and much more

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Steve Pipe

Previously named as the world’s most highly rated accountant and advisor to accountants, Steve is a best-selling author, dynamic speaker and former UK Entrepreneur of The Year. As a co-founder of Speakers for Good, he is a passionate advocate of the Business for Good movement, where his goal is to help provide 100 million days of help to people in need across the world (with the total amount provided so far standing at 19million days).

His books for accountants include “The World’s Most Inspiring Accountants”, which has been described by other practice development gurus as a “masterpiece”, “ground-breaking” and “desperately needed”, and “The UK’s best accountancy practices”, which ICAEW President Mark Spofforth describes on the dust jacket as “brilliant”

His other books include “101 ways to make more profits”, “Stress proof your business and your life”, “How to build a better business and make more money”, and the “Better business, Better life, Better world “trilogy

In 2021 he is researching and writing “The world’s most inspiring businesses”.

Outside of work Steve has been married (to an accountant) for almost 40 years, has three adult children, and lives in Yorkshire. His hobbies include playing tennis badly and playing blues guitar terribly.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a free copy of Steve’s book, ‘Our Time to Rise.’ This is a book about the extraordinary economic, social, personal and emotional impact accountants across the world are having. Click the following link to get a copy www.ourtimetorise.global and www.stevepipe.com

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

In our latest podcast this week, Roger Knecht speaks with Leadership Communications Expert, John Bates on the power and the science of effective communication.

You will learn how you can inspire others through the way you communicate and how learning to communicate effectively can lead to personal growth and development and make you a better leader.

If you’re a public speaker, you’ll also learn what it takes to deliver a world class TED talk and how to make an emotional connection with your audience.

‘Communicating with human beings is not logical but biological.’ - John Bates

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: John Bates As a world-renowned Leadership Communication expert, trainer and “Executive Whisperer” John helps great leaders change the world. John is also one of the most prolific and successful TED/TEDx-format speaker coaches in the world. John has spoken on stages across the world, at TED and TEDx events many times and has trained thousands of top leaders in both the TED-Format as well as coaching them in the great leadership tools that mastering the TED format brings to leaders; influence, emotional intelligence, leadership presence, authentic connection, deep vision transference, and much more.

Sponsors:

Business owners (or administrators) can book a 30-minute virtual coffee with a member of our team here: https://stg.software/coffee

It's free. We send you a Starbucks gift card and do a quick technical survey on your business. After the call, we compile the information into a free report and send it over.

Also, learn what you can do to communicate better with your clients as their Profit & Growth Expert using BizBench to effectively benchmark their business and offer strategic insights.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Are you leveraging your online presence to get the clients you deserve?

In this week’s episode, Roger Knecht speaks to Donna Serdula on how to leverage your LinkedIn profile, LinkedIn best practices, how to brand your LinkedIn so that you are seen by your target audience, how to build and leverage your LinkedIn connections and much more.

Listen in and learn why your LinkedIn is so important to your end goal as a professional or as a business, and how to set up your profile the right way.

Get ready to take some great notes, in fact, have your Linkedin profile up and ready to work on as you listen in.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Donna Serdula

Donna Serdula is the pioneer of the concept of LinkedIn profile optimization.She is an in-demand speaker throughout the US and has been featured on Business Insider, Time’s Money section, WallStreet Journal’s Market Wartch, LA Times,NBC among other news outlets. She is a keynote speaker and an author.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get in touch with Donna through LinkedIn for further assistance on how to set up your LinkedIn profile and how to use the full potential of LinkedIn.

https://www.linkedin.com/in/todonna/

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses using LinkedIn with Donna Serdula.

View Details

In this week’s episode, Roger Knecht speaks to Blaine Oelkers on 21-second-habits. In the conversation, Blaine gives tips on how you can create habits that bring success and results instantly and stick with them for a lifetime. Learn ways of how to personally implement and get the right stuff done.

Get insights on the power of the mind. What you find in the mind is very important, hence one should be careful not to fill it with negative thoughts.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Blaine Oelkers

Blaine Oelkers is America’s only Chief Results Officer and a leading authority on personal implementation. He is an expert on creating valuable doneness. He loves to help people get results and advice on the habits that bring success and results.

Blaine is;

• LinkedIn TOP Connector! 25,000+ 1st-Level connections, 1.7M 2nd-Level and 786M 3rd-Level

• TEDx Talk over 190,000 views

• Leading authority in personal implementation and consistency

• Habit Master with a documented streak of 1454 days in a row and counting!

• Lifetime work-from-home entrepreneur

• Graduate of Purdue University & Stanford University's Entrepreneurship Program

• Co-author of 3 books & frequent podcast guest

• Oversees more than 20,000 weekly personal implementation plans check-ins per year

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

There are several resources that you can benefit hugely from.

Blaine’s TEDx Talk Mastering Think and Grow Rich – Create the Life You Desire 21-second-habits-guidebook

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses 21 second habits with Blaine Oelkers.

View Details

In this week’s episode, Roger Knecht speaks to Michael Jones on cash flow, providing great quality products or services and building a relationship with your clients or customers. Michael gives tips on how to come up with policies in the business to help come up with solutions or reforms for the issues encountered in business while handling clients.

Michael also talks about mental health awaressness while running businesses. He offers tips on how to deal with such a situation. He addresses the need to be able to be, if nothing else, more sensitive and aware and be willing to talk about this and be willing to help people deal with such situations.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Michael Jones

Michael Jones is the Vice President of Business Development Company. He has led a number of businesses helping in their growth especially in the technology industry. He has previously served in numerous executive leadership roles including President and CEO of publicly traded diabetics technology and disease management service company. He has also pioneered the advancement of video based telehealth and telemedicine technologies.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

If you are a consultant or fractional CFO of a cash flow advisor, someone that just would like to know about how they can help their clients, especially from a cash flow situation, there is a solution for you. Michael has some great programs for accounting professionals that you can participate as a partner or affiliate to Ventech. Contact Michael today and get the information you need.

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

In this week’s episode, Roger Knecht speaks to Josh Fonger on some insights regarding coaching from a practical level. Josh points out the benefit of hiring people to do some of the work they are experienced in so you as the business owner can focus on more revenue producing things or what you enjoy doing. This helps grow a company and through systems liberate ourselves from the day-to-day operations of the company and at the end of the day, the business becomes self-sustaining. Josh also speaks on time management urging us to recognize certain times of the day when we are most active and able to achieve so much. He urges us to be more deliberate and manage time effectively.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Josh Fonger

Josh Fonger is the CEO of WTS Enterprise. He is a business performance architect and an international business consultant, coach and speaker. Josh has a unique experience helping businesses grow, simply by using the WTS method.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a summary offer of the book; ‘ Work the System: The Simple Mechanics of Making more and working less.” Go to https://wtsenterprises.com/ to get access to this book.

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses groeing your business using the WTS method with Josh Fonger.

View Details

In this week’s episode, Roger Knecht and Iilens Dort discuss how business is about people, helping people, improving people and making people better. They point out how people are resources in business that need to be leveraged and inspire them to be great leaders. Individuals are a great asset in our business and lives hence why it is important to be good to people.

Dort speaks of the need to give back to society so as to take the blessings we’ve received and help those that are not able, this could in turn be something positive down the road.

He also points out that every problem has a solution. We need to be open and vulnerable enough to go to our peers, go to our master groups and in those mastermind groups maybe share situations we’re experiencing and get input and suggestions from these people.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Illens Dort

Illens Dort is the President and founder of Maximum Impact Council. He is also the author of ‘The 5 Secret Fears of Failing in Business ( And How To Overcome Them). He was born and raised in Haiti and is currently living in Utah. Dort loves to help business people to grow themselves and their businesses.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a copy of the The 5 Secret Fears of Failing in Business book. Iilens will pay for the shipping and handling and send you a signed copy of his book.

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

Also don’t forget The turnkey business plan; it's essentially what all accounting professionals need to understand as they’re running their business.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

In this week’s episode, Roger Knecht speaks to Chris on using technology to improve your business. Technology can be overwhelming for some individuals but getting to understand the best timing to implement it in the business and using the right one makes a great difference. Chris explains the different software applications that you can adopt to efficiently do your work and be that hero who brings solutions to their clients.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Chris Paolucci

Chris is the alliance manager in the mid market space for Tipalti. He has been working in the financial technical space for seven years to help organizations improve their processes and increase their efficiencies utilizing a robust tax stack. He currently works with CPA firms, bookkeeping firms and consulting firms that are looking to bring value to their business and more importantly to their client base.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Request a demo from someone Tipalti even with Chris where they will find out more information about you, your clients, the organization and offer you a solution in relation to your business needs.

Find ways to systematize your marketing and sales and more importantly learn about the best practices and CRM ensuring that you’re staying in contact with those that are potential clients all the way through to getting them as an engagement. Learn more about the universal CRM.

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

In this week’s episode, Roger Knecht speaks to Melanie Power and Andrew Robinson, founders of the global movement for bookkeeper revolution. Melanie is well known for her role at Xero as the head of bookkeeping and growing her own practice to 120 clients in a year.

Andrew is a chartered accountant who has transitioned his own mid tier accounting firm from compliance to advisory work tripling his revenue with one third of the clients. He is designing systems that help businesses track their records so they can normalize the tax they pay. In their conversation, Melanie and Andrew share tips on how to build confidence and competence to help you get to a point you understand pricing and how to do it right and get paid what you are worth.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guests: Andrew Robinson and Melanie Power

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Perfectly Price Your Bookkeeping Packages Without Spending Hours "Guestimating" Over Proposals And Short changing Yourself! Find out more using this Pricing Calculator

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

Also don’t forget The turnkey business plan it’s essentially what all accounting professionals need to understand as they’re running their business.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Roger and Joe discuss things you can do in business to make sure you are going beyond just providing financial reports but literally stepping into your clients world and helping them do things that can ultimately help them with succession planning. Learn about the six disciplines of advisory from this conversation

• Financial advisory
• Technology advisor
• Operational advisor
• Knowledge advisor

In this episode, you will learn about data information knowledge and wisdom and that road that you play as you help your clients. Joe also speaks on the importance of attending conferences as a way to strategically place yourself in order to gain more knowledge and information to help your clients grow. It’s in these conferences that you will be exposed to upcoming trends and technologies that you can share with your clients and they will perceive you as an expert in your field.

This is another episode you’ll be glad you heard so sit back, enjoy and be sure to take some notes.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Joe Woodard

As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices.

Joe is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-2021 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession.

Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry.

Offers:

Register for Joe’s Scaling New Heights 2022-Registration (woodard.com). He is offering a 10% discount that will expire on June 22nd. Please use the coupon code- “UAC”

You’ll also want to get a FREE copy of these books that all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

Also, see what you can do to become a Profit & Growth Expert offering quality CFO & Advisory Services following the Universal Business Builder model.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Roger is happy to bring Mitchell Levy back to the podcast for another timely discussion. They cover a variety of topics beginning with a subject we each need to consider both personally and professionally, the need to bring creditability to the relationships we have.

After hundreds of discussions with successful and influential business leaders, Mitchell shares some of his observations and insights including the need for us all to be timely, and punctual. Time is a precious commodity so we all can do a better job respecting our time.

Roger and Mitchel also discuss the importance of purpose & passion, but can we also articulate it. What is it we need to do to clearly explain what we do and why it matters? Learn what a CPOP is and how we can communicate it more clearly. There are some important lessons here for us to hear.

Then they discuss whether we are listening well to others? Not just hearing but also understanding.

I think many would agree, that life can be hard and scary but Roger and Mitchel want to bring some light to the situation. In fact, they clearly point out that we each can fix this, that we individually can make a difference, you perhaps are the difference that is needed in the world, in the life of those you are interacting with. Basically, we each need to be a better person.

This is another episode you’ll be glad you heard so sit back, enjoy and be sure to take some notes.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Mitchell Levy

Global Credibility Expert Mitchell Levy is a 2x TEDx speaker, an international

bestselling author of over 60 books, and an executive coach at Marshall

Goldsmith’s 100 Coaches. After interviewing 500 thought leaders on

credibility, he published a 7-country international bestselling book, delivered a

powerful TEDx on humanity, created courses, and created the Credibility

Nation membership community to help those live, learn and surround

themselves with others on the credibility journey.

He's an accomplished Entrepreneur who has created twenty businesses in

Silicon Valley including four publishing companies that have published over

750 books. He's provided strategic consulting to hundreds of companies and has

been the chairman of a board of a NASDAQ-listed company. Mitchell has been

happily married for thirty-one years and prior to covid-19, would regularly spend four weeks a year in Europe with family and friends.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Becoming creditable is a characteristic that is an admirable trait to develop. Listen as Mitchell explains this principle and how it applies to each of us individually. This is Mitchell speaking at Tedx.

Roger also mentioned this offer that Mitchell is giving the listeners of the podcast, 2 months of free access to creditability nation. Go here to sign up and participate in the Creditable Nation experience.

And then there is the quarterly event, Ultimate Credibility Bootcamp that you are invited to attend.

You’ll also want to get a FREE copy of these books that all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

This is easily something we should discuss more often and it’s time we do it now. Listen in as Roger and Hossein discuss the benefits afforded the accounting profession when using technology along with the areas of concern we don’t want to forget. They address both the why and how we should be securing our client data. Of course we try to use technology to work efficiently but we also should consider a multilayered approach to security. In fact, Hossein shares with us the 3-step approach: * protection, * detection, * response

He then points out which and where should you be spending your money. This alone is a good reason to not miss this discussion.

Have you ever wondered what it means to be an asset custodian? Well, listen in as they consider it and why it matters to accountants.

I’m sure you’ve also heard of Ransome Ware, but what should we really know?

Then there’s the advice you don’t want to miss, what is the weakest link in our security planning? In fact, what is our first line of defense when it comes to cyber security? Have your notepad ready!

Roger and Hossein will also go over a variety of other topics you don’t want to miss:

• updates and patches
• Two Factor Authentication, does it help?

Let’s understand that as accounting professionals that this is a trust-based business.

Among the many things discussed they’ll also go over some perks and benefits available to the profession. Think of this, what does working remotely afford us within the accounting profession?

• A larger pool of professional talent
• A endless opportunity in client acquisition.

Have you considered becoming a digital nomad?

Alright, sit back, listen in and enjoy this conversation with Roger and Hossein.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Hossein Dadkhah

Hossein Dadkhah is the president of "ADVANTAGE IT," an IT consulting and cybersecurity advisory firm working with accounting firms across the US and Canada. His focus on strategic partnerships with small and mid-sized accounting firms has enabled him to help them with cyber risk mitigation and increasing operational efficiency. He has more than 20 years of experience in making companies more secure by addressing the most pressing and pervasive cyber risk challenges.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Hossein is offering a 30-minute "no-pitch" call to brainstorm on converting into a virtual accounting firm and see if it makes sense for your firm to go virtual SECURELY. If you are already operating virtually, this is a good chance to perform a high-level security conversation to ensure that you are protecting your clients, their data, and your firm. Click here to set a time to speak with him today!

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

As accounting professionals, we are fortunate to see the success of our clients. They individually see their wealth increase but what can we do to help them manage that success. Now that the business owner is profitable what should they be doing with those monies?

Listen in as Manos and Roger discuss various options that we can introduce to help them legally limit their tax liabilities, plan for tomorrow, and invest in the business, themselves as well as their key employees.

This is the side of business success we need to be more familiar with and be prepared to point them in the right direction. It’s being able to offer additional services beyond accounting to the clients.

Manos and Roger consider ways to go beyond accounting to meet the additional needs the clients have.

It’s about becoming your client’s Trusted Strategic Advisor with holistic strategic services to legally minimize their tax liabilities.

Some topics that came up in the conversation are:

• Key Man Insurance and how it relates to buy-sell agreements.
  • Keyman, or key person, insuranceis designed to cover critical individuals within a business organization who make significant contributions to its revenue.
• Deferred Compensation Plans
  • A deferred compensation plan withholds a portion of an employee's pay until a specified date, usually retirement. The lump-sum owed to an employee in this type of plan is paid out on that date. Examples of deferred compensation plans include pensions, 401(k) retirement plans, and employee stock options.

They also discuss trusts, charity contributions, investments, donations, and more. It’s all related to Tax Mitigation Strategies.

One thing that Manos points out that you’ll want to listen to is why we need to avoid running the business as a hobby.

Roger will also bring up with Manos golf and how it applies to business. He shares how it is there he sees the personalities that come out which relate to how people then act in business. You’ll want to hear this as well.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Manos Cito

Manos G. Cito, is the founder, owner, and lead advisor, of BACK9 Advanced Tax Planning Solutions. Manos has over 25 years of diversified financial markets experience. Manos and BACK9 ATPS work with CPAs that are frustrated with their work/life balance, concerned about fee compression, and are worried about the future of their practice.

Manos founded BACK9 Advanced Tax Planning Solutions after seeing so many tax professionals struggle to fight the grind of high-volume tax preparation and compliance services for their current clients. Through his affiliation with Elite Resources Team Virtual Family Office, Manos provides access to a national network of partners with industry-leading expertise to provide more proactive, advanced and holistic services/solutions to their clients. This allows the tax professional to increase and diversify revenues, increase revenue per client, reduce the reliance of volume tax preparation and improve work/life balance without prospecting for new clients.

Manos graduated from Seton Hall University and began his career as an institutional securities and foreign currency trader. He later moved into sales, brokering, and senior management for several global financial services firms before transitioning into wealth management and financial planning in 2007. Manos is also active in giving back to the community. He is a supporter of the Make-A-Wish Foundation,

Society for the prevention of teenage suicide, Seton Hall University, and the Meridian Health Care Affiliated Foundations. He is a past member of the Seton Hall’s Alumni Association Board of Directors, Trading Room Advisory Board, President’s Council on Athletics, and Pirate Blue Athletic Fund.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Manos mentioned this team of professionals is available to help complement the accounting services we offer. Find out more about how you can network with other financial experts to help your clients, being for them their trusted strategic advisors. Go to www.BACK9ATPS.com and get your Free Q&A session / initial discovery call.

They also discussed Time Management; an essential element we dare say we all struggle with. See what you can do to apply time-proven strategies to manage your day and work more effectively.

• Time Management Tools: https://www.uacourses.com/courses/time-management-tools

Roger also offered a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

“Nothing happens until you make a sale” or get a client. Regardless of how good we are at the services we offer, without paying clients it doesn’t matter.

Listen in to this great conversation that Nate and Roger have to address issues and strategies surrounding online marketing to get the leads you need and how to then nurture them to become paying clients.

Tax Marketing sounds great but too often we fail to get it done. Regardless it is essential to grow the business. So, let’s first accept that we all experience a lack follow-through

They will also discuss client relations, for example, who are you when it comes to your clients and which are you working with as well to build your business? Let’s define each:

• Mentor,
• Contractor,
• Advisor,
• Coach

Today, marketing and selling are all about doing. They’ll discuss SEO and SEM, considering the short-term and long-term play to build an online presence to attract potential clients and build the business.

Pay attention to hear what are 5 to 10 things you can do to improve your online presence? (Keep skyscrapers in mind) Maybe this is a question you’ve asked yourself, is a blog necessary or important to this process? Also, hear what Nate has to say when you play the SEM game, such as are you focusing on your negative keywords?

They’ll discuss why Google Business Profile is a powerful resource that many don’t leverage and use to build your online presence. Have you claimed your business profile? Think about it.

Nate also makes a great point, all roads lead to your website, do you have a call to action there? Consider using surveys as a way to engage your visitors. And of course there is also email marketing, should you be doing it? You need to hear this 😊

In the end, also hear what Nate has to say about “Living in the NOW”!

So much to take in. Listen and enjoy this next amazing episode.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Nate Hagerty

Nate is a veteran of the tax and accounting industry for two decades — with a focus on digital marketing — Nate has established a reputation for straight-talk and results on behalf of members and agency clients and has become a widely followed and respected leadership and growth voice to the industry.

Nate created TaxProMarketer in May of 2007 in response to demand for relationship-oriented marketing implementation among his coaching clients. Now, 15 years later, the entire TaxProMarketer agency serves clients in the tax & accounting world all across the United States and Canada. Our clients use our services to build relationships with their prospects & existing clients, as well as to grow the value of their practice (for-profits now, and exits later).

Before TaxProMarketer, Nate was the Marketing Director of a regional firm in Virginia.
This firm grew from a small $50K/year practice to one which took in over $4MM in fee-based revenue (growing in less than ten years), with offices in Virginia, West Virginia, and Tennessee. From 2003 until 2007, he also worked as a coach and consultant to the tax and accounting industry, helping thousands of other practitioners in the US, Canada, Australia, and the UK bring in more clients and lead their teams well.

Having founded and sold his first business by the age of 30, Mr. Hagerty (a member of Mensa) is a 3-time “40 Under 40” honoree by CPA Practice Advisor(alas, he's now too dang old), has been published widely in industry publications and is the author & editor of two Amazon bestsellers (Breaking the Tax Code, Vols. 1 & 2).

The TaxProMarketer Digital Dominance Method not only algorithmically optimizes the various online properties for YOUR practice, but integrates Nate's relationship-building expertise, his passion for effective and clear communication (informed by his English degree from the University of Virginia), and his gift for writing copy that sells.He has been married for 20+ years (he loves his wife even more now) and has seven children -- four of whom they adopted from Ethiopia and Uganda.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

As was discussed, do you have your Google Business Listing, get it now: https://www.google.com/business/

Be sure to also take advantage of the free assessment and complimentary Lead flow Acceleration session: http://advisorpromarketer.com

Roger also mentioned this informative webinar to help you further understand how to best leverage your online presence to get the clients you deserve. It covers topics ranging from marketing to selling using automation and technology with proven strategies and processes to CRM’s. Listen now to the Lead Generation and Automation webinar. Discover how to get the accounting & tax clients you deserve by leveraging your online presence using proven automated processes.

Also, if you’d like to give back in your community consider a program working with youth such as those shared in the podcast:

https://younglife.org/

https://jausa.ja.org/

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses online marketing with Nate Hagerty.

View Details

Let’s take a moment and discuss FEAR. We can define it but more importantly concur it with preparation. “If ye are prepared ye shall not fear.” D&C 38:30

But how does this apply to an accounting business, you’ll understand, just listen in as Roger and Shane discuss it and the 4 things every accountant should address when running the business.

They will also cover things such as:

• Why “purpose” matters.
• What difference are we really making?
• Our Impact / Your Impact – the little bits and pieces that make a difference

Next Roger and Shane discuss the power of adding value to the quality accounting services, offering CFO and advisory services. Bringing perspective to the discussion with the business owner. There is a process, a turnkey model to offer advisory services as an accounting professional.

Pay attention and you’ll also learn the two essential elements of effective coaching.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Shane Lukas

Shane is a business coach, Tedx speaker and strategist. His business, AVN – Inspiring Accountants provides accountants in practice the skills, training and resources to build better firms and to better serve their business clients by providing powerful business growth solutions over and above producing accounts; enabling those accountants and their clients to improve their businesses and achieve a better life as a result.

Shane has authored many international best-selling books for business owners and accountants and regularly delivers talks on leadership and business growth solutions his books include the two best-selling books for accountants:

Putting Excellence Into (your)Practice: A Proven Roadmap To A Profitable, Sustainable and Value Driven Accountancy Business and What’s Next For Accountants: How to make the biggest threat facing the profession your biggest opportunity.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

As part of this episode Shane offered two great additions to your library:

• Get your FREE copy of the following e-books
  • Putting Excellence Into Your Practice
  • What’s Next For Accountants

You’ll also want to get this must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

Learn more about how you also can give back and make an impact through B1G1

• See how Universal Accounting Center is having an impact.

You’ll also want to see how you can become a Profit & Growth Expert for your clients. Learn how to market, sell, price, offer and fulfill quality CFO advisory and coaching services.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

It’s time we talk about us individually, as business owners, entrepreneurs, but also the personal side that we also need to acknowledge as we run the business and work with others. Roger and Ted have an in-depth conversation that covers a variety of topics we all need to consider. For example, as business owners, an Accountrepreneur, are we coping well with the related stresses? What self-talk are we having on a daily basis? What is our relationship with our ego? Are we open to those around you that are ready to help?

When interacting with our peers, our employees do we create an environment of belonging that is welcoming to those around us.

How well do we hear what is being said, do we understand and practice Innate Listening? Are we being present throughout the day to notice opportunities?

When we bring up Mental Health, is it taboo in our relationships either personal or professional?

Have you considered how to balance compassion and expectations? Are we able to find the purpose and meaning in what we do?

Are we willing and able to become vulnerable and why it is relevant when working with people?

Employees, what happens when they are their own advocates and how do we perceive it?

What does it take to delegate and are we ready? Do we really trust those we work with?

There’s a lot to discuss so sit back, enjoy and don’t forget to take some notes.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Ted Paulsen

Ted B Paulsen is a team leadership development and business packaging consultant who currently serves as CEO of Lecticon Learning and Development. Lecticon provides employee onboarding technology and professional development support as well as leadership and emotional wellbeing training and employee mental health support under the Blunovus Care brand.

With his background as a corporate and securities attorney, beyond founding his own companies, one of which he took public, Ted has assisted business ventures raise hundreds of millions in capital.

Having raised 5 children who have grown into a family of 20 with the addition of in-laws and grandchildren, Ted’s family represents his greatest accomplishment. Ted is a “retired” athlete, having worked his shoulders and knees out of a real job. He now enjoys hiking, biking, and golfing.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

As was mentioned in the show, consider working with a coach. They bring perspective the situation and help by asking the right questions to address the various things that need your attention while also holding you accountable for the things that are stated to be a priority. Learn more about the Advanced Coaching offered at Universal Accounting Center by calling 801-265-3777.

There is no reason you can’t be in business for yourself but not by yourself with Universal.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

This is a conversation that everyone will be able to relate to. Roger and Melissa keep it professional but will also make this personal. We each have destructive stigmas that we deal with that hold us back, especially when it comes to money. In fact, everyone has a unique money story.

As accounting professionals are we inspiring and empowering our clients to be financially successful?

It’s not enough that we provide, we also need to be willing to teach business owners, CEO’s their numbers in business so they can create more profit in their business.

Ask yourself this, what are the similarities that exist between therapy and coaching?

They’ll also discuss how we can and should go ALL IN with our company and work ON our business.

Oh, and they’ll also discuss money “mismanagement” and the hole that it can become. Just because we’re accountants doesn’t necessarily mean we are perfect, great, or even good with our own money management, or should it?

Have you at times felt like you are living with the imposter syndrome as an accountant?

Sit back and enjoy this next conversation.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Melissa Houston Melissa Houston is the founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth.

Melissa's seen the bottom and climbed her way back up, she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses.

She has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing

their financial management skills. Your numbers are telling you a story – make sure you are listening to it.

Melissa’s passion is helping business owners go from 6-figure to 7-figure businesses and achieve their personal financial dreams. When Melissa isn’t helping entrepreneurs become better CEO’s of their business, she can be found at the cottage with her husband Jamie, two teen children, and three dogs.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
• “in the BLACK, nine principles to make your business profitable” – e-book
• Profit First – the transformative process to apply in business to make profit deliberate and intention

As was mentioned in the episode, we are and should become for our clients their strategic trusted advisor. We refer to this as becoming their Profit & Growth Expert following the processes outlined in the Universal Business Builder engagement. This is a great addition to your firm’s offer, an additional revenue stream, and a client retention service.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Okay, this is a conversation that covers some good ground ranging from forecasts, planning, and analytics, to starting a business, technology and so much more. Yes, Roger and Martin are going to cover it all.

For example, you’ll learn the 3 big questions you need to consider when drafting a forecast:

• How big can this thing get?
• What does it take to do that?
• What are the levers to pull to make it happen?

But that is just the start of it all.

• How does growth affect cash flow?
• What is the realistic pace growth can occur?

We need to realize that accounting should involve more analytical work. We really should be more involved with our clients, and this is accomplished when using technology to find the time and freedom to do more for our clients. It’s all about leveraging technology.

With that said, find out how Jirva came into existence and the benefits you can experience using it and see beyond tomorrow, into the future for your clients.

Think of it like this are you ready to jump out of the plane and move beyond accounting to advise your clients? Now is the time to become the Profit & Growth Expert for your clients.

Hear what Martin also thinks of the future of accounting as it relates to AI (artificial intelligence) and technology.

Enjoy the conversation and Stay Curious, Stay GRITTY

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Martin Zych

Martin Zych is the co-founder and CEO of Jirav. He's career finance & accounting professional, specializing in high-growth tech companies. Previously, Martin was the Finance Director at Limeade and Zephyr Health and a Controller at Atlas Accelerator CFO firm. Over his career, Martin has set up dozens of finance functions and has helped raise over $200 million in funding. He founded Jirav to build the tool he wished he'd had available for him during his whole career as a finance leader at high-growth companies.

Offers:

This is a special and time-sensitive offer that you don’t want to miss. The first 10 people who (1) sign up for a Jirav demo by emailing Martin’s team at sales@jirav.com and (2) mention this podcast (Building the Premier Accounting Firm), will receive a free baby stuffed giraffe animal. You know you want this so don’t miss this opportunity.

Also, get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book

In addition, you need to work ON your business and consider this Turnkey Business Plan for accounting professionals. This is the course designed to help you start your business with confidence, addressing the most common questions faced with operating the business:

• Marketing
• Sales
• Pricing
• And so much more

It’s FREE so register now and get ready to take some good notes.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Join us this Wednesday for a new episode where Roger discusses the future of accounting and data with Martin Zych.

View Details

This is a story of a personal and professional journey which come together nicely. Consider the thought that we are either working to live or living to work. Listen as Scott and Roger review choices made and how we are each finding our path, identifying our passion and purpose and then hopefully living in alignment with it! Trust us, it’s a discussion you don’t want to miss.

Life is a journey and the choices we make take us on an adventure, but it is anyone’s guess where it really may take us. Are you open to an adventure?

So with that context, let’s also discuss business.

Scott is the founder of CPA Academy. How did it start, where is it going and what should we know as it related to the future of Continuing Professional Education, CPE? What should we know about formal online training and education?

As you listen, consider the difference between training, certification – confidence, competence and how it applies to you as you offer quality accounting services.

This is a conversation we are sure you’ll enjoy.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Scott Zarret, CPA

With more than 25 years of experience in the accounting profession, Scott Zarret, CPA, is widely recognized for developing innovative and highly successful marketing and sales strategies. Scott's platform (CPAacademy.org) has processed more than 5,000,000 registrations. An alumnus of the University of Maryland’s Robert H. Smith School of Business, Scott began his career in the audit and tax department of what is now CohnReznick. Scott was named as one of the 2019 Top 100 Most Influential People in Accounting.

On a personal note, he loves mountain biking.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Enjoy this free episode recently recorded and create your account with CPA Academy to have access to many other topics.

• MENTAL HEALTH INSIGHTS FOR ACCOUNTING PROFESSIONALS

For Additional FREE Resources for accounting professionals check out this collection HERE!

• Money Management 101 - Payday
• Job Placement Assistance course
• Turnkey Business Plan for accounting professionals

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Let’s start this discussion with the sign so many of us see everywhere we go, “Now Hiring”. It’s affecting our clients and impacting our own ability to grow the business but there are options.

Among the things discussed in this episode, Melanie and Roger will address the idea of outsourcing and using remote workers to grow the business. Listen and consider the topics covered and see what this may mean for you now or in the near future as you run your business.

This applies to you and your clients so get ready to learn about Business Process Outsourcing, BPO, and how they can help.

They’ll discuss the help you can have to grow and save money. Have you considered working with a Virtual Assistant? From Bookkeeping, staff accounting, recording transactions, hiring a CPA and so much more.

You may have thoughts that include mitigating risk and staffing issues or working with remote individuals, once something discouraged or frowned upon, but is now encouraged and welcome.

Offshore accounting is not new, but it has become the new normal.

Now is the time to embrace technology, while still working securely and safely. It’s all about leveraging processes and systems to build the business.

This is a timely discussion you don’t want to miss.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Melanie Macatangay Meet Melanie Macatangay, CEO & Founder of 365BOOKSPRO. Melanie has 10+ years of experience helping small to medium size businesses with their accounting and bookkeeping. She holds a Bachelor of Science in Business Administration with a concentration in accounting, Certified Professional Bookkeeper and QuickBooks Specialist from Universal Accounting. She is a Filipino American and is devoted to providing the best quality financial services to SMBs and SMEs and enjoys helping businesses succeed along the way!

365Bookspro was established in 2015 and is an accounting & bookkeeping business processing outsourcing (BPO) company that helps Accounting, Bookkeeping and CPA Firms from small to medium-sized businesses unlock a superior financial strategy to achieve their financial prosperity! Our experience collaborating with companies in a variety of commercial industries, such as like general contractors, real estate agents, automotive, sales, consulting, construction, and more, has given us a solid reputation with business owners in our community. Their offices are in National Harbor Maryland and in East Asia, Manila Philippines.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

As a listener of this podcast consider taking advantage of this great offer to get your first-month service free. Offer ends May 1st,2022.

• https://www.365bookspro.com/accountingbpo/

List of suggested software mentioned in the show

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
• “in the BLACK, nine principles to make your business profitable” – e-book

Learn how to use processes and technology to leverage your online marketing efforts to grow your business. This is a webinar you don’t want to miss, register now and see how you can use a proven system to build your business with the clients you deserve.

• Universal CRM

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

This is a conversation with a friend and successful business owner, in fact the master networker or as some may say, “match maker”.

Listen as Dan and Roger discuss the principles of effective marketing. You’ll here topics such as don’t “Rush Rush”, “wherever you are, be there” and so much more

You’re going to hear how you can best master group networking dynamics to make the best use of your time when attending and participating in group functions such as conferences, chamber meetings, and many others.

A type that you don’t want to miss is that “It’s all in the follow-up”. Learn what that really means and see how you can apply it in your marketing and sales efforts to grow your business. Just know this, the “fortunes are in the follow-up”!

Take some notes and get ready for the challenge to reaching out to your past contacts.

Now sit back and enjoy 😊

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Dan Rawls

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

As accounting professionals the idea of creating or using forecasts or budgets to manage a business is not heard of but financial modeling takes it all to another level. Using Dynamic Models we can more confidently plan for the future and help our clients make more informed business decisions.

Listen as Roger and Ian discuss the best practices as well as the common mistakes to avoid.

This is a fun and informative conversation that will help you prepare to answer the “What If” questions the client may have.

Modeling future ventures or new businesses is a powerful tool to avoid many mistakes in business. Building upon assumptions can help plan for a better tomorrow.

Modeling is not accounting but accounting professionals are well-positioned to excel and offer this service to their clients.

Get ready to take some notes and perhaps this is a new service to add to your revenue stream in the business to get you paid what you are worth.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Ian Schnoor, CFM, CFA

Ian is one of the founders of the Financial Modeling Institute in 2017. He oversees the organization including its strategic direction. Ian is also founder of The Marquee Group , a leading provider of financial modeling training, consulting and accreditation.

Over the last 20 years, Ian has taught thousands of business professionals and university students around the world. Ian is passionate about teaching and brings a hands-on, interactive approach to every course.

Ian teaches at Queen’s University in Canada and is a recipient of the “Instructor of the Year” award in the Master of Finance program at the Smith School of Business. Previously, Ian spent a number of years in the Investment Banking departments at Citigroup and BMO Capital Markets. Ian completed his Bachelor of Commerce Honours degree with academic distinction from the University of Manitoba and has also attained the Chartered Financial Analyst (CFA) designation.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Visit the Financial Modeling Institute and become accredited in financial modeling with the Advanced Financial Modeler accreditation. Enter SAVE10 at checkout to save 10%.

• Webinars
  • Best Practices
  • Top 10 Reasons Balance Sheets Don’t Balance

Also get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals to become for their clients a Profit & Growth Expert.

Next, you also need to request your Business Score. Learn the 8 Drivers that determine the value of a business and how they apply to your company. This is a great assessment of what is going well and what needs your attention.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Get ready for this thought-provoking conversation that Roger & Amber have as they dive into the principles of money management and how we each view it. For example, consider this, what is the clarity that you really want and experience or do that isn’t tied to money? Think of it like “profit for joy”. This can be accomplished when we reverse engineer our goals. With this focus, we each can work with more purpose and intent.

Money Blocks, have you heard of this before, and do you know what it means? You should because it may be holding you back from the success you deserve.

It stems from the idea that we need to understand money, how to manage it, and leverage it.

Do we realize how much our relationship with money relates to our self-worth, Business investment vs. business expense? This is a perspective you need to have personally and professionally.

Is your time contaminated, and what does that mean to you?

Regarding your clients, there are 3 questions every business owner needs to know with your help. Pay attention and see what you can do to help answer them for your clients.

In fact, what is the value the client finds in the services we offer, it perhaps is the core of what we are bringing to the relationship with our clients.

So, remove the distractions, be present and enjoy this thoughtful conversation.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Amber Dugger

Amber Dugger is the founder of Profit For Keeps, a system developed for online entrepreneurs to end the stress and anxiety around numbers. It is a holistic system combining personal finance and business cash flow strategies using Profit First and YNAB (You Need a Budget). She has helped hundreds of coaches implement this system and has helped thousands more calculate revenue goals that actually make sense! She is a certified health coach from I.I.N. and worked in corporate finance for 15 years before venturing out on her own in 2015 and thrives on being location independent. She loves traveling, wine, bicycles, knitting, and a good cup of tea (if in England) and coffee (if in Italy). Sweet Life, Purposeful Money is a high vibe Facebook community of virtual service-based entrepreneurs seeking a group to up-level their money game. Join in the fun here! www.amberdugger.com/community

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Amber is so kind to share with us all her FREE Profitability & Revenue calculator:https://amberdugger.com/calculator

Also, this is a course you don’t want to miss. This is a class used with couples, newlyweds, couples and youth to introduce the principles of money management for individuals and households. See what everyone is talking about with this FREE training to help you live debt-free. Register now and in less than an hour, the path to financial freedom will be very clear. Go HERE to get access to this Money Management 101 – Payday course today.

Lastly, get a FREE copy of this book all accounting professionals should use to work on their business and become profitable as a Profit & Growth Expert for their clients. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

View Details

In this episode of Building the Premier Accounting Firm, you’ll learn what you need to do with your online presence to get people to find you and act, to call or book an appointment to meet with you. We all hear it, again and again, there are things we need to have a profitable and effective online presence: * Search Engine Optimization (SEO) * Writing Content * Blogging

But what does this all mean and what do we need to do to be relevant and found online. Roger and Kelly have an in-depth conversation that we all need to hear to leverage our online presence to get clients and grow the business.

Ask yourself, are you being found online and are you happy with your online presence? What are the first things first that we all need to consider and prioritize?

Get ready to take notes and listen in.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Kelly Gonsalves

Mix a creative mind with a number-cruncher, then throw in a dash of New York City attitude and what do you get? Kelly Gonsalves - a true entrepreneur that is all in, all the time. She has started three companies, including a co-founding role in Ideation: Think Forward. Kelly is a force to be reckoned with.

Her first endeavor began just five years ago when Kelly founded Totally Booked (TM). The purpose: to assist every small business in becoming more profitable by utilizing efficient accounting processes.

Most people would sit back and coast on their success - but Kelly isn't "most people". She's shown no signs of slowing down. In 2020, Kelly founded a new venture, totally seo.

The major mission of totally seo is simple: to get accounting professionals and app partners more visibility from the audience they desire, so they can focus on creating the strong business they deserve.

Where else has this passion for small business solutions taken her? Kelly is a QuickBooks Advanced Certified ProAdvisor (™), a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, as well as the host of Insightful Accountant's QB Talks: App Neighborhood Watch.

In her downtime Kelly spends her weekends paddle boarding on the lake with her dog, Nina, cooking up a great meal, or taking on DIY projects at her new home.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

First, do you have a website? If not get online for FREE with Universal Accounting Sites.

Next, let’s optimize your website. Reach out to Kelly and find out what you can do with her help to improve your online presence to get you the clients you deserve. There’s also a discount to take advantage of. Check it out: https://www.totally-seo.com/

Then we need to see how this all applies to your entire business plan. There’s a Turnkey Business Plan for accounting professionals so make sure you’re following the tried and proven steps to building a successful business.

Also, understand how you can best leverage your online presence using technology to now automate the marketing and sales process to grow a virtual accounting business. This is a webinar you don’t want to miss. Watch it now!

Build your bookkeeping business today following the Virtual Bookkeepers Roadmap.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

View Details

If getting more clients is on the agenda, this is a conversation you don’t want to miss. Roger speaks with Chris about the elements that make up the ideal marketing strategy from identifying the ideal clients, to niching, advertising budget, emotional selling and so much more. This is a fun, heartfelt conversation between two friends you’ll enjoy and find helpful as you work ON your business to get the clients you deserve. Sit back and enjoy, and be ready to take some good notes.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Chris Forsey

Chris is the Co-founder of Learner Park Media, a creative agency in Salt Lake City that provides marketing services and solutions to small businesses.

He’s been featured on ABC, NBC, CBS, and Fox as an expert in the field of digital marketing and over the last decade has helped hundreds of entrepreneurs successfully market and grow their business.

In his free time, he can be found at the lake or on the mountain with his wife and three kids in Salt Lake City, UT.

Book Mentioned in the conversation:

• The E-Myth Revisited by Michael Gerber
  • The E-Myth Roadmap

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

UNIVERSAL CRM

• Take the time to watch Chris go over the various tools, apps etc. that are available to use as we leverage technology to find and acquire new clients. This is a MUST-SEE presentation. Be ready to take some good notes and implement these “best practices” in your business.
• Watch it now by CLICKING HERE!

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Accounting & bookkeeping is made up of processes and systems, prime to be automated. But what and how is the million-dollar question. Well, this is a conversation with someone committed to using technology and Artificial Intelligence (AI) to do just that.

This is a conversation with the founder of such a company.

Listen in as Roger has Moshe share his story and give some insights into the process of leveraging technology to help the accounting profession.

Automation and accuracy are our friends! It removes the pain points in the work we do to prepare the financial reports for our clients.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Moshe Teitelbaum Moshe Teitelbaum is a serial entrepreneur; the voice of Israel called him ‘The Jewish Steve Jobs.’

He is obsessed with redesigning antiquated, broken systems. After selling his previous company that changed the world of telecom, he decided to take on the archaic world of bookkeeping and money management.

Shtar interconnects accounting applications and bank platforms, upending the archaic and cumbersome world of business payments and invoices by eliminating manual processes. Tomorrow, SHTAR’s comprehensive network will use predictive software that will make human-driven accounting as we know it a relic of the past.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Register and attend the event helping accounting professionals have the premier accounting firm in their area. GrowCon is the yearly conference for the owner of an accounting business, accountrepreneurs, to help them focus on the 3 key areas of their business:

• Marketing & Sales – getting more clients
• Accounting – offering quality services
• Production – working efficiently and profitably

Be sure to also consider attending PreCon and receive some R&R before the conference. We look forward to seeing you there.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Alright, you’ve heard about the 30 or 60-second commercial but would you like to hear from the Pitch Queen how to do them right and with passion and energy. Of course, you do. Now is the time to “represent” and bring the spice to the things you say that describes you, your services as well as what you bring to benefit the client. It’s time to learn the 6 types of pitches from the one and only Precious Williams.

Listen to this fun and energetic conversation between Precious and Roger as they explore the language of business when it comes to effectively pitching (presenting) your services.

Get out your pen and paper to write down the recipe for a successful pitch.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Precious Williams

Precious L. Williams is a 13-time national elevator pitch champion. She has also been featured on “Shark Tank”, CNN, WSJ, Forbes Magazine, Black Enterprise Magazine, Essence Magazine, the movie “LEAP”. Her current clients include Microsoft, LinkedIn, Google, NBCUniversal, Federal Reserve Bank, Intuit QuickBooks, Harvard University, and more. Precious is a dynamic speaker, effective trainer and 3X 1 bestselling author.

Every time you open your mouth, your prospects will be throwing money at you. Learn the simple steps to wow your customer with a perfect pitch with Precious L. Williams the #KillerPitch Master.

Convert conversations into currency. Get the tools and tenacity to pitch with power, sell with storytelling and develop a masterful mindset for communication. It’s time for you to learn how to #SlayAllCompetition

Precious busts norms and shifts perspectives to help teams own their awesome and bring out their “wow” factor. Your leaders and teams will up their game — on their terms — to develop the cunning, clarity, and confidence that’s been inside them all along.

What’s more, they’ll get unstuck and discover a renewed and refreshed energy to own the mindset of the pitch in a way they never thought possible. If you’re ready to go from milquetoast to memorable, attracting and captivating your prospects while closing the sale in an authentic way, it’s time to #pitchforprofit

And you can bet, you’re going to have fun doing it!

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

FREE RESOURCE:

Take advantage of this wonderful offer from Precious and receive her Perfect PITCH QUIZ:

• http://pitchingforprofit.com/

As well as your My Triple Threat PitchBook Bundle:

• https://learn.perfectpitchesbyprecious.com/triplethreat

Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:

• “in the BLACK, nine principles to make your business profitable” – e-book
• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

For Additional FREE Resources for accounting professionals check out this collection HERE!

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Thank you listeners for helping us reach this milestone! Many more episodes to come.

View Details

Listen as two expert salespeople share their insights; the key elements needed to close the deal and get the clients you deserve. Debra and Roger offer actionable steps that any accounting professional can take to comfortably use to get the next new client. This is an energetic conversation that you are sure to enjoy and use to improve your sales processes. Get ready to take some good notes on topics ranging from:

• Identifying and using your Inside Voice – your inner voice
• Sales make the work go round, consider it first things first when it comes to your business. Sales are the things that makes money move, why? Because “nothing happens until you make a sale”!
• How to use ROI, Return to Investment when making an offer? Listen to Debra as she shares a role play example that you don’t want to miss.
• Does your offer make sense, for example would you buy from yourself and is the offer related to the desired outcome that the potential client stated?
• Are you ready to play the confidence game and extend the “no-brainer-offer”
• What are the 3 common objections and what are they really? Buying Signs!
• What can you do to creating trust or build rapport and why is it important?
• And so much more 😊

This is a fast-paced discussion that you may find yourself pausing or even rewinding to take good notes and apply in your business.

In the end, anyone and everyone can be comfortable offering their services with confidence. Selling doesn’t need to be scary.

So, sit back, listen in, and enjoy this conversation with Debra and Roger.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Debra Angilletta

Debra works with Accountants & Bookkeepers who want clients to see their value, charge more for their services, but are struggling with sales calls. "Sales Mastery" is her personal (and proven!) online e-course that shows you how to become more consultative so that you can become the go-to-expert and get the right clients to easily say "YES" to your offer. Spending the last 30 years in the sales trenches having over 20,000 sales calls, she knows EXACTLY what works (and what doesn't!) when it comes to showing your value vs talk about it. Debra is still active in the sales trenches - closing business for her company as well as other multi-million-dollar companies which include Profit First Professionals and Nemo Media Group.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Take advantage of Debra’s offer to receive the "6 Secret Questions To Close More Sales + Get Paid Your Worth" This is a tool you want to have at the ready to help you get the clients you deserve.

Get a FREE copy of this book all accounting professionals should use to become the Business First Responder that Roger mentioned. This is a must have addition to every accountant’s library to provide to have the premier accounting business today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

Be sure to also check out the additional training available to help Sell with Confidence as you apply Strategic Selling principles in your business.

Lastly, Debra and Roger also mentioned their work with Profit First Professionals which is based on the book by Mike Michalowicz, Profit First. Learn more what you can do to offer CFO related advisory services as a Profit & Growth Expert using the Universal Business Builder engagement process.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

View Details

Have you ever asked yourself the question, “am I enough, good enough” or “am I deserving”? These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don’t need to persist.

Let’s discuss the emotions many individuals experience as they start and build their accounting business. This can range from insecurities that may include social anxiety, depression, imposter syndrome and beyond. It’s more than understanding and identifying them, let’s also discuss coping and dealing with each.

Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses.

Learn what you can do to be in business for yourself but not by yourself. There is no need to experience this journey alone and feel as if you are re-inventing the process when running a successful accounting business.

Don’t miss this important and powerful discussion!

Consider this, are you at peace with yourself as you work to help others? Wow that is a great question to ask.

Then enjoy the conversation as Robyn and Roger discuss other relevant topics that you’ll find interesting. Sit back, get a drink and listen in.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Robyn Mons

Robyn Mons is a certified Life and Weight Coach. As a professional, wife and mother, she understands the challenges that come with balancing these three and the mental blocks that keep you from taking the action you desire. Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage your brain is the most important thing you can do to create the lasting results you want in your life. Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible. Her greatest joy is to watch her clients grow and evolve into who they most want to be in the world.

Robyn currently lives in Riverton Utah with her husband, Tyler, 4 kids ranging in ages 9-20 and her codependent pup, Dirk the Doodle.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers: