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  

Join us as we revisit this conversation from 2023! 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  

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 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  

Join us as we revisit this conversation from 2023! 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  

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  

Join us as we revisit this conversation from 2023! 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  

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: 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  

Join us as we revisit this conversation from 2023! 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  

Welcome to another inspiring episode of Building the Premier Accounting Firm with Roger Knecht. This week Roger explores the journey of Max Emma, a remarkable individual whose story is a testament to resilience, innovation, and the entrepreneurial spirit. Born in the former Soviet Union and now a successful entrepreneur in the United States, Max shares his incredible journey from starting with a simple landscaping business to creating a booming bookkeeping empire. Here’s what you can expect from this enlightening conversation: The Entrepreneurial Journey: Max details his initial foray into the entrepreneurial world through landscaping and how this experience laid the groundwork for his eventual shift into the bookkeeping business. His story is a powerful reminder of the unexpected paths to success. Challenges and Strategies: As an immigrant, Max faced numerous challenges in adapting to a new country and business environment. He opens up about the hurdles he encountered and the strategies that helped him overcome these obstacles, leading to significant business growth and franchise expansion. A Deep Dive into Franchising: Roger and Max explore another bookkeeping business’s journey from construction to specializing in bookkeeping services. Max sheds light on the advantages and challenges of franchising in the accounting industry, including the benefits of receiving structured support and accessing proven processes that franchises offer. Keys to Success for Franchisees: Max emphasizes the importance of opportunity cost in time management, comprehensive training, transparency, and the significance of fostering a collaborative office environment. These elements are crucial for the success of any franchisee. The Evolving Role of Technology in Accounting: Technology’s impact on the accounting industry is undeniable. However, Max and Roger discuss why the human accountant remains irreplaceable, highlighting the balance between tech advancements and the invaluable human element in accounting. The Importance of Support and Mentorship: Throughout his journey, Max highlights the importance of having a supportive work environment and the role of mentorship. These factors have not only contributed to his success but are also essential for anyone looking to make their mark in the entrepreneurial world. Personal Stories of Success and Sacrifice: At the heart of this episode are Max’s personal stories of success, sacrifice, and the relentless pursuit of his dreams. These stories serve as a powerful inspiration for anyone on their entrepreneurial journey. Join us as Max Emma not only shares his remarkable story but also provides invaluable advice for aspiring entrepreneurs and business owners in the bookkeeping and accounting industry. Whether you’re an immigrant entrepreneur, interested in franchising, or passionate about accounting, this episode is packed with insights and inspiration to help you on your journey to success.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Mention this podcast episode with Building the Premier Accounting Firm & Universal Accounting Center to receive $2,000 off the franchise fee: www.BooXkeepingFranchise.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  

Join us as we revisit this conversation from 2023! 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  

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

Join us as we revisit this conversation from 2023! 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  

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  

Join us as we revisit this conversation from 2023!   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  

In this insightful episode of Building the Premier Accounting Firm, we’re thrilled to welcome Amy Vetter, a remarkable figure who has seamlessly blended creative solutions to the forefront of the accounting industry. Amy shares her compelling journey from being an artist to becoming a Certified Public Accountant (CPA), her impactful roles at prestigious firms like KPMG, Intuit, and Xero, and how these experiences culminated in the creation of the B3 Method Institute. Main Themes: Journey from Creativity to Accounting: Amy tells Roger about her unique path to becoming a CPA, illustrating that diverse backgrounds can lead to success in the accounting world. B3 Method Institute: Aimed at revolutionizing the accounting profession, Amy discusses her work to promote a better work-life balance through innovation, fostering collaborative client relationships, and a holistic approach to business challenges. Mindfulness in Accounting: Amy and Roger emphasize the importance of being present and thorough in client interactions, likening accountants to “business first responders” who are crucial in times of need. Work-Life Harmony: Amy gives tips for managing stress and ensuring personal and professional fulfillment within the demanding accounting profession. Leadership and Culture: Insights into becoming a connected leader, the role of self-awareness, and the importance of creating a positive organizational culture.   Amy Vetter’s story is a testament to the power of blending creativity with analytical skills in accounting. Her emphasis on mindfulness, self-care, and the pursuit of joy both in and out of the workplace is a reminder of the importance of holistic well-being for professionals. Through her work with the B3 Method Institute, Amy is paving the way for a new era in accounting, where innovation, leadership, and work-life harmony are at the heart of the profession. Tune in to this episode for a deep dive into creating a more balanced, innovative, and fulfilling career in accounting, with wisdom and guidance from one of the industry’s most forward-thinking leaders, Amy Vetter.   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 receive Amy’s Newsletter: https://www.amyvetter.com/newsletter Also consider her Online Courses: https://www.businessbalancebliss.com/pages/mindfulness-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  

Join us as we revisit this conversation from 2023!   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 

In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Brenden Kumarasamy, the mind behind MasterTalk, to delve into a critical yet often overlooked aspect of the accounting profession: the power of communication. Brendan, transitioning from an accounting background to a communication coaching expert, brings unique insights into why and how accountants should refine their communication skills to drive business success. Main Themes: The Importance of Clear Communication: Brenden underscores the essential role of clear and effective communication in presenting financial information. The ability to convey complex data in an understandable manner is crucial for informed decision-making within any organization. Practical Presentation Tips: The conversation offers tangible strategies for accountants to enhance their presentation skills. This includes a focus on key numbers, engaging with KPIs (Key Performance Indicators), and staying adaptable to changing financial figures. Overcoming Communication Fears: Many professionals grapple with fears surrounding public speaking and communication. Brenden and Roger share techniques such as daily practice and embracing uncertainty with confidence to help overcome these challenges. The Role of Personalized Communication: In the age of digital overload, personalized touches like video birthday messages can significantly strengthen business relationships. The discussion touches on the power of such personalized communication efforts. Developing Listening Skills: Effective communication isn’t just about talking; it’s equally about listening. The episode covers strategies for enhancing listening skills, asking insightful questions, and thereby fostering deeper professional connections. Leveraging Social Media: Brenden and Roger discuss the importance of an online presence for accountants, particularly on platforms like LinkedIn. Sharing valuable content can attract clients and establish the accountant as a trusted advisor in their network. Client Retention Through Communication: The conversation wraps up with a focus on client retention, emphasizing how intentional, clear communication can keep clients engaged and loyal to your services. Key Takeaways: Communication skills are as vital as technical skills in accounting. Simple, focused, and personalized communication can dramatically enhance client relationships and decision-making processes. Continuous learning and practice in communication can mitigate fears and build confidence. Active listening and engagement are foundational to successful professional interactions and long-term business growth. This episode is a must-listen for accounting professionals looking to elevate their career by mastering the art of communication. Whether it’s through enhancing presentation skills, leveraging social media, or personalizing client interactions, Brenden Kumarasamy offers actionable insights that can transform how accountants connect, persuade, and lead in their field.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Brenden Kumarasamy   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Free Workshop to Improve Your Communication Skills https://www.rockstarcommunicator.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  

Join us as we revisit this conversation from 2023!   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  

Welcome to the Building the Premier Accounting Firm podcast, where host Roger Knecht dives deep into cutting edge strategies for owners of accounting businesses. In this episode, our esteemed guest Candice Elliott, a seasoned Fractional CHRO and an HR mentor, shares her personal journey and the valuable lessons learned from her career in the field, including personal struggles with work-related stress and panic attacks. Here’s what we cover: Candice’s Personal Journey: Hear about how Candice’s experiences with workplace stress led her to found a company dedicated to improving HR practices for small businesses. Challenges for Small Businesses: Roger and Candice discuss the unique hurdles small businesses encounter, especially in adapting to remote work environments, and how these can be managed through effective HR strategies. Mental and Social Well-Being: Candice talks about the crucial role of HR in addressing and supporting employees’ mental and social health, ensuring a more productive and engaged workforce. Impact of Technology: The conversation turns to examine how smartphones and other technologies have disrupted workplace productivity and traditional skills, as well as their effects on human interaction and mental health. The Role of Human Interaction: Emphasizing the importance of maintaining personal connections in a digital world, Candice provides insights into fostering meaningful workplace relationships. Addressing Mental Health in the Workplace: The significance of mental health is brought to the forefront, with discussions on providing support, the benefits of destigmatizing therapy, and encouraging personal growth among employees. Employer Responsibilities: Candice and Roger underscore the importance of employers being vigilant and responsive to their employees’ needs and knowing when to seek professional help. Resources for Business Owners: The episode concludes with Candice pointing listeners to free mental health resources that business owners can utilize to support their teams. Stay tuned to the end for some powerful takeaways and actionable advice from Candice Elliott on how to create a healthier, more supportive work environment for everyone. Don’t forget to subscribe and join us next time on Building the Premier Accounting Firm. If you’re looking for solutions at your accounting firm, in HR or another area, give Universal Accounting Center a call at 801-623-6707. Remember, addressing mental health is not just good practice; it’s good business. Until next time, keep prioritizing your employees’ well-being for a stronger and more resilient workplace.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: 5 Ways To Support Your Mental Health: this is a free download for business owners and their teams- https://fortressandflourish.com/free   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 Learn what it is you can do to become an author, leveraging your expertise to market effectively 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.   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  

Join us this Wednesday for a new episode where Roger discusses revolutionizing HR for the heart-centered workplace with Candice Elliott.  

Join us as we revisit this conversation from 2023!   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  

Welcome to the Building the Premier Accounting Firm podcast with Universal Accounting Center President Roger Knecht. In this episode, we’re thrilled to welcome John Briggs of Incite Tax. Join Roger and John as they explore the innovative strategies that have shaped John’s successful accounting firm and strategies he’s developed to maintain a more full work/life balance. Here’s what we dive into: From Struggles to Success: John walks us through his personal challenges with financial hardship and job dissatisfaction before taking the entrepreneurial leap. Learn about the supportive role of his family during the initial stages of establishing his accounting business. Growth and Embracing Imperfection: Discover how John’s company grew and why accepting imperfection was a pivotal aspect of its expansion. Briggs’s insights on the importance of continuous evolution and the art of setting achievable goals. The 3.3 Rule and Work-Life Balance: Briggs introduces the 3.3 rule as a cornerstone for sustainable accounting practices. Hear why advocating for a 40-hour workweek, even during peak seasons, is essential for preventing burnout and keeping services cost-effective. Productivity and Time Management: The podcast sheds light on the disadvantages of multitasking and promotes concentrated work intervals paired with rejuvenating breaks. Briggs advises against overstimulation during downtime and promotes a results-oriented work culture, especially in remote settings. Remote Work and Company Culture: Strategies for managing remote employees while preserving the essence of company culture. Briggs shares his approach to integrating freelancers into the workflow to aid with tax returns. Modernizing Practices for Increased Income: Insights on how accountants can boost their earnings by updating their methods and embracing new technologies. Universal Accounting’s role in providing resources for team education and career growth. Join us for this enlightening conversation that’s packed with actionable advice for anyone looking to thrive in the accounting industry. Whether you’re a seasoned professional or just starting out, John Briggs’ experiences and tips will help you elevate your practice to premier status. Remember to subscribe to our podcast for more insights on building a top-tier accounting firm, and don’t forget to visit our website for additional resources and support. Thank you for listening, and we look forward to bringing you more expert conversations in future episodes. If you’re interested in following John’s footsteps and starting an accounting firm of your own, call 801-623-6707 to learn how Universal Accounting’s team of experts can help. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   We are also happy to announce that we were recognized as the 8th-best accounting podcast.  It’s exciting to be ranked one of the Top 10 shows for the accounting profession and are eager to climb the rank even higher.   Offers: Get your copy of The 3.3 Rule, the book that will show you how to do more in less time.  This is a must-read both personally and professionally. For all of our tax professionals, John also shared the opportunity to do what you love, taxes, getting paid what you are worth without all the headaches of running a business but enjoying the perks of being in business for yourself.  This is the 1099 opportunity for professional tax preparers and Enrolled Agents, EAs.  Act now and get busy: https://www.uacourses.com/pages/1099-opportunities   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  

Join us as we revisit this conversation from 2023!   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: Powerful steps on a proven path forward 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  

Welcome to the Building the Premier Accounting Firm podcast with Roger Knecht. Today Roger is joined by Tim Moy, CPA, as they delve into the nuances of building a successful career in accounting. From his humble beginnings to his ascent to partnership at a prominent firm, Tim shares the principles that guided his professional journey. Key Themes: Career Evolution: Tim gives Roger some background on his professional trajectory, detailing the transition from a small firm to becoming a partner in a larger organization, with several stops along the way. Core Values:  Tim explains why he sees humility, respect, relationship-building, and the significance of honest feedback as pillars for success in the accounting sector. Overcoming Challenges: Roger and Tim discuss the importance of personal adversities that professionals may face and how these can be catalysts for business growth. Relationship Emphasis: Tim emphasizes the importance of nurturing client relationships and leveraging the supportive network within the accounting community. Strategic Practices: Insights into proactive commitment management, delivering outstanding service to internal clients, and strategic industry practices such as tracking leverage statistics and focusing on human capital leverage. Technological Integration: The episode explores the impact of ERP systems and APIs on the accounting industry, highlighting how these technologies can optimize timesheets and project management. Performance Metrics: The discussion underlines KPIs and ratios that are critical for effective staff management and measuring financial performance, including the metric of dollars billed per partner hour. Addressing Staffing Issues: Solutions to tackle staffing shortages, such as remote employee management, offshoring, and targeted recruiting, are examined. CPA Firm Management: Tim Moy shares valuable insights from his own experience in running a CPA firm, dealing with smaller clients, and the initial hurdles of starting a business. Support During Growth: The value of having a robust support system during phases of growth is underscored, highlighting the benefits of mentorship and community. Thank you for joining us on another insightful episode of the Building the Premier Accounting Firm podcast. To learn more about how you can start your own successful journey into the accounting industry, call 801-623-6707 or schedule an appointment online when it’s convenient for you.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   We are also happy to announce that we were recognized as the 8th-best accounting podcast.  It’s exciting to be ranked one of the Top 10 shows for the accounting profession and are eager to climb the rank even higher. Offers: Tim is offering listeners of today’s show the opportunity to connect with him regarding CPA360 can assist with solving their firm's problems or unlock their opportunities.  Take a moment and email him directly and be sure to thank him for his time. [email protected]   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 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.   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  

Join us as we revisit this conversation from 2023!   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

Welcome to another episode of the Building the Premier Accounting Firm podcast, where we dive into the trends and transformations bookkeeping, tax and advisory business owners need to know. Today, we’re joined by Laurence Whittam, the Chief Outsourcing Officer at Impact Global Solutions, who brings a decade of rich experience in the outsourcing industry, focusing on accounting firms in the US. Main Themes: Evolution of Outsourcing Mindset: Laurence shares his observations on how the perception of outsourcing has changed from resistance to acceptance over the years. He discusses the shift from having to convince firms to outsource to now educating them on best practices. Role of the Chief Outsourcing Officer: Importance of this role in navigating cultural differences and communication barriers. Laurence talks about his responsibilities in assimilating remote workers into a company’s culture and ensuring smooth operations. Challenges in Outsourcing: Insights into overcoming cultural differences and communication issues. The necessity for internal support and clear operational frameworks. Financial and Efficiency Benefits: Discussion on how outsourcing can lead to significant cost savings and efficiency gains. The positive impact of offshore staffing on a firm’s bottom line. Cash Flow Management: The critical nature of managing cash flow in the accounting industry. Laurence underscores the importance of a solid business plan for accounting professionals. Standard Operating Procedures (SOPs): The role SOPs play in successful offshoring efforts. Tips on how to maintain quality and consistency with a remote workforce. Communication with Offshore Staff: Strategies for effective communication to bridge the gap between domestic and offshore teams. How good communication contributes to the success of outsourcing partnerships. Demand for Accounting Services: Analysis of the growing demand and how outsourcing can help meet these needs. Exploring the potential for expansion and scalability through offshore staffing. Choosing the Right Outsourcing Partner: The benefits of partnering with reputable outsourcing providers. Laurence shares his criteria for selecting the right partner for accounting firms. Listener Engagement: The episode concludes with an invitation for listeners to share their experiences or questions regarding outsourcing. Laurence encourages firms to reach out to Universal Accounting for further guidance on implementing the principles discussed in their businesses. Final Thoughts: As the podcast wraps up, Laurence Whittam emphasizes the strategic value of outsourcing for accounting firms looking to thrive in a competitive global market. He provides actionable insights and real-world advice for businesses ready to embrace the power of a global workforce. Remember to subscribe to our podcast for more insights from industry experts, and don’t forget to share your thoughts with us on social media or via email. Tune in next time for another engaging episode of “Global Business Horizons.”   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Free Outsourcing Improvement or Discovery Session - https://calendly.com/lwhittam-nlw Come utilize our Outsourcing Readiness Assessment which will do a deep analysis into your firm to see if you are ready to outsource and provide actionable steps to start a successful outsourcing journey. We will throw in a 1-Year Roadmap which even if you implement 20% of it I guarantee will save you the cost of the Assessment. 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 Learn what it is you can do to become an author, leveraging your expertise to market effectively 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.   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

Join us as we revisit this conversation from 2023!   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  

Welcome to another fascinating episode of the Building the Premier Accounting Firm podcast, where our host Roger Knecht engages in an insightful conversation with Isaac Smith. This episode delves into Isaac’s unique journey from architecture to the world of accounting and the profound emotional impact of business performance on entrepreneurs. Main Themes: Transition from Architecture to Accounting: Isaac discusses his career shift and how it led to new realizations about the importance of accounting in the business world. Emotional Aspect of Business Performance: Isaac shares personal insights on how financial outcomes affect the mindset and emotions of entrepreneurs, highlighting the often-overlooked human side of accounting. Role of Accounting Professionals: The discussion underscores the vital role accountants play in providing security and clarity. Accountants are not just number-crunchers; they’re key advisors who guide business owners through the financial fog. Educating Clients on Financials: Issac and Roger stress the importance of financial literacy for clients. By understanding their numbers, clients can make informed decisions, leading to better business health and growth. Building a Remote Team in the Philippines: Isaac takes us through his experience in establishing an offshore team for his e-commerce venture, shedding light on the evolving landscape of outsourcing services. International Resources for Business Expansion: Smith encourages businesses to look beyond their borders for expansion opportunities, utilizing international resources to scale and compete in the global market. Be sure to tune into this enlightening episode to explore how accounting can be a source of empowerment for business owners worldwide. Whether you’re an industry veteran or new to the world of finance, there’s a wealth of knowledge and inspiration to be gained from Isaac Smith’s experiences and insights. To learn more about how to start your journey to owning an accounting business, call 801-623-6707.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Isaac Smith Isaac Smith is the co-founder of the Bookkeeping firm Summit eCommerce Advisors and founder of the recruitment firm TeamUp. While at Summit he built a team in The Philippines to handle all of the bookkeeping work for their clients. Now, as the founder of TeamUp, he helps other accountants hire top talent in The Philippines, just like he did, directly without ongoing BPO fees.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: I'll put together a free resource for your listeners on building a team in The Philippines.  They'll be able to get it at: www. hireteamup.com/roger    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 effectively 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.   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   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  

Join us as we revisit this conversation from 2023!   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  

Welcome to another insightful episode of Building the Premier Accounting Firm, hosted by Universal Accounting Center President Roger Knecht. In this engaging discussion, Dr. Tim Thayne takes listeners on an exploratory journey through the realms of family therapy and business organization. From Academia to Business Consultant: Learn about Dr. Thayne’s transition from an academic path with a master’s from BYU and a PhD from Virginia Tech to a practical role in applying marriage and family therapy principles to business environments. Solution-Focused Leadership: Discover the core concepts of the leadership program Dr. Thayne spearheaded, where he marries leadership skills with solutions to family-related challenges, showcasing the synergistic effects of managing professional and personal life dynamics. Healthy Interactions and Motivation: Delve into Dr. Thayne’s perspective on the significance of nurturing healthy interactions in both family and business settings. The conversation also taps into how motivation plays a pivotal role in achieving goals across both domains. Deep Relationships and the 80/20 Principle: Dr. Thayne elaborates on the value of cultivating profound relationships and how this aligns with success and happiness, drawing parallels with the well-known Pareto principle. Business Strategies for Family Life: Roger and Dr. Thayne explain how the structure and discipline of business strategies can be adapted to family life, encouraging accountability, planning, and the importance of maintaining high expectations, even when faced with mental health challenges. An Organized Home Environment: Lastly, the episode emphasizes the benefits of a more intentional and structured approach to managing the household, similar to how one would navigate a business, fostering a healthier and more productive family dynamic.   This episode is a must-listen for anyone interested in business leadership to understand how family therapy principles can create powerful outcomes for a business’s progress. Join us for an episode that promises to reshape the way you think about leadership, both at the office and at home.   Thank you for listening to this episode of Building the Premier Accounting Firm. For more information on how you can start or build the premier firm in your area, call Universal Accounting Center at  801-623-6707 or schedule an appointment online at your convenience.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dr. Tim Thayne   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 conversation, we have for our listeners the opportunity to take advantage of the TRUSTYY APP.  The App to Help Parents and Teens Build Trust at Home.  Because parents and teens have never been busier or overwhelmed. The Trustyy app is the first designed to help parents build mutual trust, address issues competently and consistently, and strengthen their relationships with their teens. www.trustyy.com/uac Likewise, take a moment and receive free access to the Money Management and Couples Course that was discussed on the show.  This is a MUST-DO activity for parents, especially for those with teens, young adults, and newlyweds.  It’s also used by counselors, youth ministers, financial planners and more.  Take the time to see what you can do to live debt-free and have a healthy committed relationship.   https://universalbusinessbuilders.com/money-management-video-course      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  

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger dives into the entrepreneurial journey of Jason Blumer, one of the most renowned voices in the accounting world. Here are the key takeaways from their insightful conversation: From CPA to Business Leader: Jason shares his personal story of moving from the structured world of working as an accountant to the dynamic realm of entrepreneurship, coining the term “accountrepreneur” to describe this unique crossover. Strategic Delegation and Operational Efficiency: As a business grows, the necessity to delegate becomes more pronounced. Roger and Jason emphasize how hiring the right operational staff is crucial for maintaining both efficiency and profitability. Navigating Business Growth: Roger and Jason explore the challenges that come with a growing company, particularly when hitting the 25-32 employee mark. Jason advises that this is the time for owners to pivot from revenue generation to focusing on visionary and managerial responsibilities. Building Effective Teams: Jason stresses the importance of defining clear roles and assembling teams that align with the business owner’s strengths and the company’s objectives. Leadership and Delegation: Learn how leaders can recognize when it’s time to step back from certain tasks and trust their team for the business’s sustained success. Supportive Environments and Constructive Feedback: Jason underlines the value of creating a culture that encourages feedback and the pursuit of external support systems to maintain accountability and the well-being of both the owner and the organization. Key Advice for Aspiring ‘Accountrepreneurs’: Listeners will gain insights into the mindset and strategies needed to successfully transition from a technical role into a thriving entrepreneur. Stay tuned as we delve into these themes and uncover the lessons Jason Blumer has learned on his journey to building a successful and sustainable business. Whether you’re a CPA looking to branch out or an entrepreneur at heart, this episode is packed with actionable advice to help you grow and manage your venture effectively. If you’re ready to take the next step on your Accountrepreneur’s Journey, give Universal Accounting Center a call at  801-623-6707 or schedule an appointment online at your convenience.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jason Blumer   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Jason offer, join the community and save: https://thriveal.com/contact/   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 effectively 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.   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   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  

Join us as we revisit this conversation from 2022! 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

Welcome to today’s episode of Building the Premier Accounting firm with Roger Knecht, where we dive into the captivating journey of Reza Hooda, a seasoned chartered accountant and tax advisor turned mentor and coach for practice owners in the UK. Here are the highlights of her insightful discussion with Roger: Reza’s professional journey: Reza shares his diverse professional background, from cutting his teeth in PwC’s tax department to acquiring a small accounting practice and facing the trials and triumphs of running his own virtual firm. Beyond Technical Skills: Learn how Reza broadened his skill set in marketing, sales, leadership, and pricing, and why he believes that technical know-how in accounting is just the starting point for a successful practice. Transition to Coaching: Discover Reza’s passion for coaching and how his hands-on experience led to the development of a 4-pillar framework that guides practice owners toward growth and efficiency. The 4 Pillars Framework: Roger and Reza explore the details of Reza’s framework as laid out in his book “The 4 Pillars: How to Build an Accounting Firm That Gives You More Money, Time, and Freedom.” The pillars include: Pricing: Moving away from traditional time-based billing to value-based pricing. People: Building a team and fostering a positive culture. Process: Streamlining operations for better efficiency. Positioning: Enhancing the firm’s presence in the market. The Value of Pricing: Reza emphasizes the importance of value-based pricing and the strategies for communicating this model to clients to align expectations and satisfaction. Entrepreneurial Freedom: Roger discusses the importance of time and financial freedom for entrepreneurs and Reza’s advice for continuous self-development, including the lifelong habit of reading. Community and Knowledge Sharing: Reza advocates for the sharing of knowledge within the accounting community and highlights the role of events like GrowCon, Universal Accounting’s annual conference, for accounting business owners to network, share strategies, and learn from industry experts. Join us for this episode to get a wealth of actionable insights from Reza Hooda, whether you’re an accounting professional looking to expand your practice or an entrepreneur interested in the intersection of accounting and business mastery. Thank you for listening to this episode of Building the Premier Accounting Firm. For more information on how you can start your own accounting practice, call Universal Accounting Center at  801-623-6707 or schedule an appointment online at your convenience.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Reza is offering to our listeners a free copy of his book (just pay shipping and handling) from this page: https://go.rezahooda.com/order-348362211681564311623 You can also listen and follow his podcast The Profitable Accountant wherever you listen to your podcasts: https://www.rezahooda.com/podcasts/the-profitable-accountant-podcast   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 effectively 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.   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   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  

Join us as we revisit this conversation from 2023!   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  

Welcome to the latest episode of Building the Premier Accounting Firm with Roger Knecht, the podcast full of tips for growth at your accounting firm. Today, we’re focusing on how to elevate your PowerPoint game, especially when it comes to presenting complex financial data with financial storytelling expert Soufyan Hamid. In this episode, Roger and Soufyan unpack the strategies that can transform your slides from snooze-fests into compelling narratives. Key Insights from Soufyan: The Power of Visuals Over Text: Soufyan explains why visuals are your best ally in keeping your audience engaged. Discover how to use images and graphs to break up text and make data digestible. Tips on selecting visuals that enhance rather than distract from your message. Substance Over Format: Understand why minimizing on-screen text is crucial. Soufyan and Roger’s strategies for condensing content without losing meaning. How to use bullet points effectively to retain audience attention. Storytelling: Why focusing on the meat of your presentation beats flashy design. Techniques for presenting complex financial information in a clear, concise manner. The balance between informative content and aesthetic appeal. Audience Interaction: Advocate for active participation to create a dynamic and interactive presentation. Suggest ways to incorporate questions and foster dialogue with the audience. These tips are sure to elevate your next verbal presentation to a whole new level. Thank you to Soufyan Hamid for his valuable insights. For more resources and training to take your accounting firm to new heights, call 801-623-6707 or schedule an appointment online at your convenience. Thank you for tuning in to our podcast and please tag Roger, Soufyan and Universal Accounting when you share success stories of using these strategies in presentations.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Soufyan Hamid   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 connect with Soufyan on Linkedin: https://www.linkedin.com/in/soufyanhamid/ And if you’d like to take advantage of his services you can learn more here: www.thefinancecircle.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 effectively 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.   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   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

Join us as we revisit this conversation from 2023!   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  

In this episode of the podcast, host Roger Knecht engages in a dynamic conversation with Donna Harris, founder of Bookkeeping Made Simple. Together, they dive deep into her journey of starting an accounting business and navigating the life changes that come with being an entrepreneur. This is a great look at how professionals from all walks of life become accounting entrepreneurs, as well as how it’s possible to achieve the work/life balance you desire at the owner of your firm.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Donna Harris Donna founded Bookkeeping Made Simple with the understanding that small businesses are the heart of the American economy. After offering to do books for a friend who said he didn’t have enough work to keep someone in the office 20 hours a week, she recognized the need for an efficient, online system. She has 20 years of bookkeeping and accounting experience and is excited to help small business owners achieve their goals. She enjoys spending time with her family and traveling whenever possible. She is the firstborn of eight children and a mother to five.  She also loves hiking, camping, cooking, yoga, and fitness.  A huge believer in lifelong education, she recently earned her MBA and is currently working on her Master’s of Accounting.   Highlights: Donna shares her journey from studying Computer Science in college to working with family members and acquaintances who needed bookkeeping services at their companies. The only problem, they said, was that there wasn’t enough work to hire someone full time. Donna saw opportunity and founded Bookkeeping Made Simple. They discuss the value of niching, and specifically the opportunity that exists in working with solopreneurs or micropreneurs, who may not have the resources to hire big accounting firms. Donna reveals the challenges that come with being a single mother and starting a business, including developing boundaries and a comfortable work/life balance. Starting an accounting business and working from home allowed her to homeschool her kids. Roger and Donna explore how Donna’s upbringing motivated her to work hard and live up to her responsibility to care for those in her life as a professional. They emphasize the difference in tax code for large corporations like Amazon and Space X compared to small businesses, to whom saving money and cash flow are of paramount importance. Donna introduces specific examples of how she navigates communicating with clients and offers strategies for identifying transactions, like using a SharePoint folder to upload receipts. They share insights on how aspiring entrepreneurs can start an accounting business, a bookkeeping business, or a tax business, and highlight the importance of learning bookkeeping online and taking online tax courses. Donna explains the importance of taking a step back from the business and trusting your employees to handle business on their own when personal or family issues require attention outside of the business.   Notable Quotes from this episode: “I've been reading a lot in the industry news that there's a real shortage of accountants and accounting professionals. I know everyone has a hard time finding employees because no one really wants to go into the field or they think that we're all going to be replaced by AI. I don't see that happening. There's too many judgment calls and accounting.” “I saw firsthand how entrepreneurship really is the backbone of America… I think that's what really drove me to choose the very small businesses as a niche.” “I know a lot of big businesses are really, really pushing a return to the office and I think those are going to be the ones that get left behind.. I think working from home, remote work is an expectation now.” “The most common misconception is that I'm a CPA. I am not. I have a bachelor's in accounting and I have an MBA, but I have never fulfilled the requirements to have a CPA license and I don't need it. I don't do auditing and I don't work with publicly traded firms, so why go to all that trouble?” “The client, they don’t know what they don’t know. We have to be very upfront and tell them, we need these bank statements and this bank access from this date to this date, we need these receipts. And this is why.” Join Roger and Donna in this thought-provoking discussion as they highlight the momentous opportunity that exists for accounting professionals with an entrepreneurial spirit. Discover the ability that anyone with a basic understanding of accounting has to help business owners in their community with their books. If you're considering starting an accounting business, a bookkeeping business, or a tax business, or if you want to learn bookkeeping online and explore online tax courses, this episode is packed with valuable insights for aspiring entrepreneurs.   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 It’s time to also work ON your business, to start and build the premier accounting business in your area.  Take advantage of this opportunity to access this free course now and see what steps you can take to be in business for yourself but not by yourself with Universal Accounting Center.  Get the Turnkey Business Plan for accounting professionals HERE 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  

Join us as we revisit this conversation from 2023!   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

Welcome to Building the Premier Accounting Firm, where we dive deep into the entrepreneurial journey of accounting professionals, sharing insights and strategies for building a successful accounting firm. In this episode, Timothy Wingate,  founder and president of G+F Business & Financial Consulting, shares his personal experiences and the lessons he’s learned along the way. Here’s what you can expect from today’s enlightening discussion: The Backbone of Support: Discover how Timothy's wife provided an unwavering foundation of support throughout their entrepreneurial path, highlighting the crucial role that family plays in the success of a business venture. Faith and Connections: Learn about the significance of faith and human connections in business, and how these elements can influence not only the business owner but also the trajectory of their enterprise. Accounting Evolution: Dive into the changing landscape of the accounting industry. Timothy and Roger emphasize the importance of adapting to new trends by offering higher-value services and taking a more strategic approach to traditional practices. Finding Your Niche: Hear why specializing in a niche market can be a game-changer for your business, allowing you to differentiate yourself from the competition and provide targeted value to your clients. Universal Accounting Center: If you’re considering starting your own business or want to enhance your entrepreneurial skills, Timothy recommends exploring the resources available at the Universal Accounting Center. Remember to subscribe to our podcast for more valuable discussions like this one, and if you enjoyed the episode, please leave us a review! Thank you for tuning in to Building the Premier Accounting Firm, where we bring you the wisdom of seasoned entrepreneurs to help you on your journey to success in the accounting industry. Until next time, keep forging connections and stay strategic in your ventures.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Timothy Wingate, EA Timothy Wingate Jr. is the founder and president of G+F Business & Financial Consulting. He is a licensed Enrolled Agent and construction accountant. In May 2016, he founded G+F, recognizing the need for specialized accounting and tax services for construction companies. Many construction businesses struggle to bridge the communication gap between their work in the field and their back office. With first-hand knowledge of the construction industry and a deep understanding of taxes and finances, Timothy provides tools, advice, and financial guidance to his clients so they better understand their finances and improve their cash flow. Timothy is a QuickBooks Online Certified ProAdvisor and was a member of the Intuit Tax Council from 2019 to 2022. He earned a bachelor’s degree in business administration with a concentration in finance from the University of South Florida. He is also a member of the Construction Financial Management Association. Timothy worked for many years with his father, a licensed general contractor since 1984, giving him plenty of first-hand knowledge of the construction industry. Timothy lives in West Palm Beach, Florida, with his wife and three sons. There he also served as a chief operating officer and chief financial officer for a long-standing nonprofit.   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 effectively 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.   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   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  

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

Welcome to another episode of Building the Premier Accounting Firm with Roger Knecht, the go-to podcast for accounting business owners looking to scale their businesses and expertise. In this episode, we dive into the remarkable success story of visionary James Donovan that demonstrates the transformative power of fractional CFO services and strategic networking. Main Themes: The Impact of Fractional CFO Services: Roger and James explore how the implementation of fractional CFO services contributed to a substantial increase in one of James’ client’s recurring revenue—by $40,000 over just six months. James details the key strategies in the process that led to substantial results. The Flexibility of Remote Work: James shares his personal experience with remote work, illustrating how it has facilitated the ability to travel and manage a successful business simultaneously. This segment will inspire you to consider the potential of remote work for your own business. LinkedIn as a Business Development Tool: Discover why LinkedIn, and particularly the Sales Navigator feature, is a crucial tool for connecting with potential clients. Our guest breaks down their daily 30-minute strategy for using Sales Navigator to secure high-quality appointments and how you can do the same. Promotional Insights: Roger and James extend an invitation to engage with resources that can drive your growth. We encourage listeners to subscribe to the podcast for more insights and to access complimentary resources designed specifically for accounting professionals. Key Takeaways: Understanding the role and benefits of a fractional CFO. Learning how to effectively utilize LinkedIn’s Sales Navigator to expand your client base. Exploring the advantages of remote work in today’s business landscape. Gaining insights into valuable resources and events for accounting professionals.   Call to Action: Don’t miss out on leveraging these insights for your business. Subscribe to our podcast, check out the resources mentioned, and consider attending GrowCon for an experience that could redefine your professional journey. Call 877-801-8080 to get started on your journey, or to explore ways to train your staff and expand your firm. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: James Donovan Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: For more information regarding James' services: https://ninetwomedia.com Helping firms offering Fractional CFO/Tax Plans generate exclusive leads & qualify those leads for quality appointments. We charge a flat fee of $2k/m, and conservatively generate 8-12 leads per account every month.  https://ninetwomedia.com/linkedinagreement-2108   In addition to speaking with James be sure to also check out this recent webinar that addresses how we can best leverage our online presence to get the clients we deserve.  From Lead Flow to Automating Processes - this is a don’t miss presentation.  CLICK HERE to see what you can do to position yourself online to get the clients you deserve: https://getclients.universalaccounting.com/uac   Learn what it is you can do to become an author, leveraging your expertise to market effectively 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.   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  

Join us as we revisit this conversation from 2023! 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

In this insightful episode of the podcast, Roger sits down with Michael Rozbruch, a seasoned CPA and certified tax resolution specialist, who shares his personal journey into the field of tax resolution. Drawing from his experiences, Michael discusses the importance of professional guidance when dealing with the IRS and sheds light on the following key themes: Empathy in Taxation: Michael’s motivation is deeply rooted in the struggles he’s seen ordinary Americans face when up against IRS actions. His empathy for those in tax distress drives his work and advocacy. The Complexity of Tax Issues: From back taxes to audits and payroll dilemmas, Michael underscores the intricate and often intimidating process of resolving tax problems with the IRS, highlighting why expert assistance is critical. Professional Expertise: The conversation delves into the significance of tax resolution specialists like EAs, CPAs, and attorneys. With limited IRS training for the public, the knowledge and skill of these professionals become invaluable. Tax Relief Intricacies: Michael discusses the nuances of tax relief, giving listeners a glimpse into what goes on behind the scenes when negotiating with the IRS. Professional Fees: Understanding how to price services is vital. Michael breaks down payment structures for tax professionals and why investing in such services can be beneficial. Advertising Your Services: The episode touches on the benefits of marketing tax resolution services to reach those in need. The Enrolled Agent Advantage: With the IRS’s new penalty relief initiative, Michael points out the increased business potential and advantages of becoming an Enrolled Agent. Future Challenges: The discussion raises concerns about the complexities that may arise in 2024 due to the IRS’s access to taxpayer information through stimulus payments. Educational Opportunities: Michael promotes a two-hour masterclass on tax resolution services and encourages listeners to deepen their understanding of the field. Grow Con and Additional Resources: The episode also mentions Michael’s commitment to helping others through the upcoming event called Grow Con and directs listeners to the Universal Accounting website for a podcast episode featuring a panel of accounting, bookkeeping, and tax business experts. Listeners are encouraged to check out the full episode for a more comprehensive exploration of these themes and to gain access to valuable resources and insights for tackling tax challenges with confidence.   Resources Mentioned: Michael Rozbruch’s Masterclass on Tax Resolution Services Grow Con Event Universal Accounting Podcast   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Michael Rozbruch Michael Rozbruch, CPA and Certified Tax Resolution Specialist, a pioneer in the tax resolution industry, has a proven “in-the-trenches” track record as evidenced by accumulating 168 month-over-month consecutive revenue growth culminating in $23 million in revenue in just one year alone. Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies® and Michael Rozbruch’s Tax and Business Solutions Academy®, an eLearning, training and coaching services company that trains and helps CPAs, Enrolled Agents and Attorneys build highly profitable practices through proven marketing systems and strategies. But he doesn’t stop there. He also trains on how to “close” the sale, manage the client relationship and knows firsthand how a best practice IRS Problem client niche practice should be run and operated. Standing alongside Michael to help you be as successful as possible with your own tax resolution business is the Roz Team—Roslyn Rozbruch, Becky Stephens, John Israelian, Ruthie Ponce, and Karen Hood. Read on to learn more about how each team member makes it their goal to make life in your practice a little easier—and a lot more profitable!   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Free 2-hour Master Class on Marketing Sales and more as it relates to Tax Resolution https://www.rozstrategies.com/  And Learn more what you can do to offer Tax Resolution Services with Michael’s help, take advantage of this opportunity to participate in a 5-Day to $5K Tax Resolution Challenge: https://zc158.isrefer.com/go/resolution/uacct/   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 effectively 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.   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 & an Enrolled Agent, EA Profit & Growth Expert, PGE   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  

Join us as we revisit this conversation from 2023!   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

Join us as we revisit this conversation from 2023!   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

In this episode of the podcast, host Roger Knecht engages in a dynamic conversation with Dave Willson, Founder and CFO at ProvenCFO. Together, they dive deep into the many paths professionals take on the way to learning the language of business, proven strategies for providing quality CFO/advisory services and the importance of social responsibility for entrepreneurs.   Highlights: Roger and Dave walk back through Dave’s journey into the world of accounting and eventually entrepreneurship. Dave always had an interest in the “language of business”, despite failing an accounting exam in school due to a difficult teacher. Dave discusses immigrating to America and completing his bachelor’s in accounting. While he had an offer on the table to join Deloitte, he elected to work with his brother in banking. Dave explains how he and his brother eventually started an accounting business, and the value Dave saw in providing advisory services at the firm after his experiences working in banking, real estate and other industries. The origin of ProvenCFO is covered and Dave explains challenges the company has navigated as it has grown, including during COVID. Roger and Dave dive into the role an advisor should play in giving practical recommendations to business owners – when to hire an employee, how to manage cash flow, whether or not to offer benefits and more. They highlight the massive opportunities that come with offering advisory services in terms of pricing. Dave notes that his company sometimes charges a cleanup or set up fee when working with companies who need bookkeeping help before advancing to the growth stage. Dave explains the value ProvenCFO has found in working with a broad range of clients in terms of industry and stage of business. The company has had a lot of success working with startups and creating financial models for companies with seed money. Roger learns about Dave’s childhood in South Africa and how carrying forward the culture of camaraderie present there has been a guiding principle for him as an entrepreneur. They discuss the value of empathizing with employees and feeling responsible for their well being, as well as the power of creating a company that employees enjoy participating in.   Notable Quotes from this episode: “We figured out [when it comes to starting a business] it only takes one. You only need to be successful once. You can fail as many times as you want. It doesn't matter. It only takes one… As long as you don’t eat up your earnings.” “We don't have a hard and fast set of rules that we make our CFOs follow. It's just to make sure that you're visiting with [the client] and providing them advice.” “Entrepreneurs are crazy. We're crazy people. I recognize that. It probably all sounds insane” “And the advisory that we give to our entrepreneurs is very similar. It's like, ‘Okay, you need to be mindful of the fact that you might be sitting on  80 % equity and you want everyone to work as hard as you, but just keep in mind that they don't have 80 % equity. And when this company sells and you make a bajillion dollars, they're not, right? They're going to be sitting here still working.” “I think we just need to approach capitalism while being mindful that there are those that aren't going to be able to be entrepreneurial.” “We need to discuss what are all the consequences of some of the decisions that we're making in our own companies and how it impacts our clients, our employees, our families. It's a narrative that I think needs to be discussed because many of us are very fortunate in the fact that with our entrepreneurial spirits we're willing to take risks where we're to put ourselves out there. And with that, there should be a reward. But at the same time, we've got to acknowledge the fact that people are working hard around us and making things possible. And we appreciate that.” Join Roger and Dave in this thought-provoking discussion as they highlight the opportunity and responsibility that exists for CFO/Advisory professionals. Discover how to customize your advisory approach to each client, and the importance of maintaining a passionate group of employees. If you're considering starting an accounting business, a bookkeeping business, or an advisory business, or if you want to learn bookkeeping online and explore online CFO courses, this episode is packed with valuable insights for aspiring entrepreneurs.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dave Willson   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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book Learn what it is you can do to become an author, leveraging your expertise to market effectively 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.   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

Join us as we revisit this conversation from 2022!   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

In this episode of the podcast, host and Universal Accounting Center president Roger Knecht engages in a dynamic conversation with Marie Speakman, a Chartered Accountant and Artificial Intelligence consultant known as the “AI Automation Lady.” Together, they dive deep into the world of automation as it relates to accounting, including how to use AI as a “trainee,” how to use it to help represent data, and how to prioritize the client experience. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Marie Speakman, CA After selling her accounting practice in 2009, Marie focused on helping companies enhance their operations and finance procedures.  In 2020, she was introduced to an AI company. Marie’s goal now is to provide insights, demystify AI, and support you every step of the way. When Marie is not working, she loves embracing the vibrant Andalucian lifestyle, hiking in the mountains, strolling along sandy beaches, and discovering new wonders around the world. Her next destination and adventure is Japan! Highlights: Roger and Marie discuss her decision to sell her accounting business in 2009 and focus on helping companies enhance their operations and financial procedures. Beginning in 2020, she took special interest in the impact AI could have on tax and bookkeeping businesses. Marie recounts her earlier career experience working as a financial controller at a software company, traveling across Europe and working with great colleagues. This furthered Marie’s passion for tech, and was her first taste of remote working. Roger and Marie discuss a debt collection program Marie helped develop that has been implemented in governments in the United Kingdom. As it became clear bookkeeping was a great candidate for AI optimization, Marie saw the potential to train bots to reconcile and complete compliance tasks. Marie highlights Robotic Process Automation, the simplest form of AI, which is like training a trainee to complete certain tasks mapped out for them in their code. Marie emphasizes the importance of the client’s security when using AI as a tool for analyzing data for advisors. Marie walks Roger through the typical way an artificial intelligence company would meet with an accounting business owner and present the uses AI could have at the firm. Roger and Marie discuss the impacts AI will have on the accounting industry, including help to fill the current hiring shortage that is a challenge for many accounting firms. Notable Quotes from this episode: “When I was in practice, I did struggle to be honest. I was forever trying to meet deadlines, you know, there's like peaks and troughs in the actual workload and I was thinking, ‘[AI] is great this could be really great for accountants to apply.” “Anything that you could train a trainee to do, then you can train a bot to do that and it can do the work for you.” “When I started off, I was like, ‘I want to be the advisor.’ When I was a management accountant, and I've got all these skills, and I want to go out, and I want to advise these companies, but you get bogged down in the day to day and the compliance work and you are forever trying to meet deadlines. And now I think we've got a massive opportunity.” “Whether it be the AI or offshore accounting, it's basically a non -client facing interaction that we're talking about here. So I think that's a very good thing.” Join Roger and Marie in this thought-provoking discussion as they highlight the untapped potential accountants possess to use AI as a tool for their firm. Discover practical uses for AI at your company, how to work with companies to integrate bots, and which services (including ChatGPT) to avoid. If you're considering tools to make your firm more profitable, or develop more marketable skills , this episode is packed with valuable insights.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Marie is offering a AI Insights Session: Uncover Custom Solutions for Your Business" https://calendly.com/mariespeakman/30-minute-discovery-call   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 Learn what it is you can do to become an author, leveraging your expertise to market effectively 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.   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