Join us as we revisit this conversation from 2022!   On this week’s episode of Building the Premier Accounting Firm, your host Roger Knecht chats with Content Repurposing expert Kristy Honsvick about how to get the most from your content strategy. She talks about building 50% of her business through LinkedIn, the online platforms and medium that are best for building a business, and how often you should be posting on these medium. Kristy also talks about creating multiple types of content from one piece of content like a blog post or video, the difference between repurposing and reposting, and how to engage and connect with your audience on social media. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kristy Honsvick After working with hundreds of entrepreneurs over the last 9+ years, I know how overwhelming it can be to increase your visibility, create more content, and show up consistently on social media. I also know how integral those things are to creating a thriving business.   I help my clients create a forward-facing brand by multiplying the content they are already creating and increasing visibility online. I live in Salt Lake City with my hot husband and 3 kiddos. When I'm not at home, I'm probably in the mountains (#MyHappyPlace) with a true-crime novel and peanut butter M&M's. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: 33 ways to repurpose that you've never thought of (FREE DOWNLOAD) www.getsimplyonline.com/33ways    Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

In this enlightening episode of "Building the Premier Accounting Firm," we are joined by Omry Man, a seasoned entrepreneur who offers valuable insights into starting accounting businesses. Omry's journey from building and selling successful startups to venturing into the accounting industry provides invaluable guidance for those looking to start an accounting business or expand their existing services. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Omry Man Meet Omry Man, the CRO and Founder of Anchor. With 15 years of hands-on experience in digital marketing and business development, he is a skilled software entrepreneur and an active investor in the tech space. Over the last four years, Omry has been on a mission to revolutionize businesses using automation, creating an Amazon-like experience for both accountants and their clients – from proposal to payment. Before joining Anchor, Omry successfully founded three companies: NTT, a website creation platform; Zebra Media, a software distribution network; and Winja, a growth hacking consultancy firm for the software/SaaS space. His passion for empowering businesses and dedication to innovative solutions keeps him up at night ( together with his newborn son), thinking of how he can help the accounting community with eliminating burnout and make things like late payments, friction with clients, manual work a thing of the past.    Highlights from the episode:   Transitioning from Startups to Building Accounting Businesses: Omry shares his journey of transitioning from the world of startups to the accounting industry, highlighting the importance of staying connected with clients even after selling businesses.   Subscription-Based Pricing Models: The discussion delves deep into the world of subscription-based billing. Omry explains the versatility of different pricing models, ideal for those eager to start a bookkeeping business or tax business, and how they cater to the unique goals and personalities of accounting professionals.   Addressing Revenue Leakage: Omry sheds light on the pervasive issue of revenue leakage within accounting firms. He describes how automation can eliminate revenue leakage by ensuring agreements are adhered to and payments are made correctly, enhancing trust and efficiency. Learn bookkeeping online and you’ll gain insights into revenue protection.   Advisory Services and Beyond: The conversation touches on the growing importance of offering advisory services to clients. Omry emphasizes the need for accountants to continuously evaluate their own objectives and goals, aligning their service offerings with their aspirations. He recommends exploring online accounting courses and online tax courses to expand your skill set.   Key Quotes from this episode: "I think we're all in this fast-paced moving thing that a lot of us have forgotten why we even got into the business." "Understanding what it is that you want and looking at it while being very honest with yourself will answer a lot of the questions that arise when you're inside the trenches." "The minute that a computer does it and it's automated, it's like with Netflix. If Netflix sends you an invoice, you know you need to pay five more dollars. It's automated. You're not angry with Netflix." "I don't think it's all around what's right and what's wrong. It all should be dictated around your end goal." Tune in to this episode for a thought-provoking discussion that explores the evolving landscape of accounting services, the power of automation, and the importance of aligning your business goals with your unique aspirations. Join us on this journey of discovery in the world of accounting and explore opportunities to start a bookkeeping business, a tax business, or enhance your skills through online accounting courses and online tax courses!   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: www.sayanchor.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” – 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.   An exit strategy is vital for any business, yet so many entrepreneurs don't have one. In this episode, your podcast host Roger Knecht chats with multi-award-winning UK Business Mentor and author Christine Nicholson about the importance of building a business with an exit strategy in mind. They discuss various exit strategy options including and shockingly, selling the business to your employees. The also discuss the accountant's role in creating a business ready for exit as well as the things that will impact the valuation of your business. Christine talks about her four horsemen of the apocalypse a.k.a the eventualities that could force you to leave your business and how entrepreneurs can navigate life after exiting their businesses. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Christine Nicholson Christine is a multi award-winning UK Business Mentor and a Top 50 Woman in Accounting 2022. She has authored 4 business books and is a regular keynote speaker on Succession and Exit Planning. As a businesswoman who has built multi-million turnover businesses over the last 30 years, she has worked with many business owners in all sectors including taking one from bankruptcy to 8-figure exit in 18 months. She has spent a few years accidentally running a zoo! Her latest book, SELL IT, helps business owners get their business and themselves ready for the hardest part of the entrepreneur journey, leaving their business in the hands of others. She sits as a Court Assistant of the Company of Entrepreneurs of the City of London where she lead a co-mentoring project with the Culture Mile working with amazing and powerfully impactful creatives. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: In addition to the quality services you offer you should consider becoming a Profit & Growth Expert.  Take another step to improve your client relationships, retention and generate additional revenue as a trusted strategic advisor to your clients.  This new engagement complements the traditional services you already offer with an effective CFO & Advisory engagement following the principles taught in the Universal Business Builder program.   Are you stuck in the day-to-day of your business with no time to plan for the future?  Discover how you can make your business worth more AND avoid leaving money on the table when you come to sell.  TAKE THE QUIZ to get your personalized report. It’s FREE and only takes 3 minutes. You’ll see your score instantly.  Also check out other related resources here: https://www.businessmentoruk.com/ Lastly, as you run your business you need to assess what is going well and what needs your attention and there's no better way to do this than to request your FREE Business Score.  See what are the 8 Drivers that determine the value of your business and how they apply to your company. And don’t forget to have a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

On this week's episode of the Building the Premier Accounting Firm podcast, host Roger Knecht interviews a special guest Roxanne Thayne, Chief Marketing Officer and co-founder of Trustyy, a mobile app designed to help parents build stronger relationships with their teens. Roger and Roxanne have an in-depth discussion about the challenges family obligations and relationships can create when trying to grow an accounting practice or any type of entrepreneurial venture. Drawing from her experience helping launch and handle marketing for a family business providing in-home therapy services, Roxanne shares advice on maintaining work-life balance, keeping communication open between spouses, and preventing tensions from derailing business goals or personal relationships. They also talk about handling the stress and risk that comes with having "all your eggs in one basket" in a shared family business. Roxanne emphasizes the importance of making the family the first priority while still moving the business forward. Additionally they discuss how to focus on fostering trust and unity between spouses managing a business together and teaching entrepreneurial skills as well as resilience to children who are raised observing the ups and downs of business ownership firsthand. They address the value of proactively and how it can help solve potential issues in the spouse/partner relationship before they trickle down and negatively impact the business. Roxanne advocates for getting premarital counseling and advice to set up future family ventures for success from the start. The discussion ultimately emphasizes that while no career success can ever compensate for failure at home, with open and ongoing communication, mutual understanding between spouses, and intentionality in nurturing family relationships, families can thrive while partners build something meaningful together through a shared business. This thought-provoking conversation is a must-listen for anyone currently balancing growing an accounting firm or running a small business with the obligations of family life and relationships at home. Subscribe for more practical insights on strengthening both your company and your closest personal connections.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Roxanne Thayne Roxanne Thayne met her husband Tim on the BYU Ballroom Dance Team, where they quickly and literally learned how to not step on each other's toes. After she graduated in History and Secondary Education and helped Tim through his doctoral program, they raised five children. While in the midst of homeschooling and a busy family life, they began several businesses together, ranging from hog farms to working with troubled teens and their families. Fifteen years ago Roxanne was officially brought into the day-to-day business to just "do a little writing" and naturally became the marketing director and guardian of the brand. Today they are building Trustyy, an app for parents with a teen who struggles.   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  

Join us as we revisit this conversation from 2022!   In this episode of Building The Premier Accounting Firm, Your host Roger Knecht interviews Sanford Law Firm CFO Gabriel Stiritz, on leadership and other important topics to help us grow the premier accounting firm. Gabriel shares his journey to becoming CFO at a law firm despite having graduated with a BFA in photography. He also tells us about EOS (Entrepreneurial Operating System) and its best practices. Further, they discuss Technology and its place in business; creating processes and automating them. Gabriel also shares the challenges he has faced as a CFO running business and advice to young entrepreneurs. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Gabriel Stiritz Gabriel serves as the CFO for Sanford Law Firm. He is an experienced entrepreneur with a unique professional background that includes photography, fundraising, and operations. Gabriel graduated from the Savannah College of Art and Design (SCAD) in 2011 with a BFA in photography. He subsequently spent 8 years working at New City Kids, a nonprofit headquartered in Jersey City, NJ.   Gabriel’s role spanned communications, events, major gifts, and operations. During his time with the organization, New City Kids grew from $900,000 to $3.5M annual budget, serving youth in 5 locations in 3 cities. After serving as operations director for New City Kids, Gabriel joined the team at Sanford Law Firm as CFO. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Paul Kluskowski, EA Paul Kluskowski is an experienced financial advisor and tax consultant with expertise spanning over 20 years. As an Investment Specialist and EA (Enrolled Agent) at TR Financial Management Group, he helps nuclear power plant workers and self-employed clients achieve financial success. Kluskowski began his career in the nuclear energy industry, obtaining his reactor operator license at the young age of 22 and advancing to Senior Reactor Operator by 25. After nine years working in plant operations, he left to pursue a college degree, earning a BA in Physics from Andrews University. Kluskowski then expanded his skillset into the financial sector as a Financial Advisor at Morgan Stanley, where he ranked in the top 10% of his peer group and earned multiple National Sales Awards. Today, he leverages his unique background to serve niche clientele through wealth management and tax preparation services. Kluskowski actively shares his expertise through publications like The Game Changer's Guide to a Better Financial Life. In this episode of Building the Premier Accounting Firm, host Roger Knecht has an insightful discussion with Paul Kluskowski, an experienced financial advisor and tax consultant with expertise spanning over 20 years.  They explore how Paul leveraged his diverse experience to build a successful tax and financial planning practice. Paul shares the story of how he made the transition into accounting and tax preparation services. After nearly a decade working in operations at a nuclear power plant, he returned to college to obtain a physics degree. Paul then became a Financial Advisor at Morgan Stanley where he ranked in the top tier before making the leap into tax services by earning his Enrolled Agent credential.  Roger and Paul discuss Paul’s valuable insights, strategies, and lessons around purchasing established tax practices, structuring win-win deals with retention clauses, building referral relationships, specializing in niche markets, developing efficient remote workflows, and effectively utilizing client portal technologies. The catalyst for Paul’s transition was recognizing the high demand in the market and seizing the opportunity to add bookkeeping, accounting and tax services by becoming an Enrolled Agent. His story provides inspiration for professionals considering a switch into the accounting field later in their careers. Based on lessons learned from two purchases, Paul shares recommendations around valuation, retention planning, obtaining past tax returns, and avoiding platform transfer issues.  Paul advocates for purchase terms with retention clauses and revenue thresholds to create wins for both buyers and sellers over the long term. These kinds of deals enable smooth transitions when buying remotely. Paul understood the value of developing symbiotic referral relationships with professionals who provide complementary services. By establishing connections with a bankruptcy attorney and tax resolution specialist, Paul was able to benefit from steady sources of new client referrals. The bankruptcy attorney began regularly referring Paul to new clients who needed assistance getting their tax filings up to date.  Early in his career, Paul worked for almost a decade as a diesel mechanic. This hands-on industry experience gave him in-depth familiarity with tools and supply franchise models. So when the opportunity arose for Paul to acquire a tax practice with multiple Snap On Tools franchisee clients, he leveraged his unique background knowledge to quickly build rapport and craft tailored offerings.  By specializing in providing bookkeeping, tax preparation, and advisory services for franchisees in tool distribution, Paul and his team gained efficiencies through dealing with repetitive client situations. They were able to streamline and systematize their processes to enable smoother operations and higher profitability within this niche target market. Paul highlights the game-changing capabilities of client portals coupled with tools like Quickbooks Online for smoothly exchanging documents and keeping projects on track in virtual engagements. Paul Kluskowski’s unique professional background has fueled his ability to deliver specialized services in accounting and tax preparation for niche client groups. His insights around identifying opportunities, purchasing and building successful practices, leveraging referral networks, niching effectively, streamlining remote operations, and integrating technologies can help accounting professionals grow and enhance their own firms. For more insights like this, subscribe and follow The Premier Accounting Firm podcast. Remember, if it's  about accounting it’s universal. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Speak with Paul Kluskowski, EA.  Reach out to him via Linkedin, mention this podcast and he’s happy to discuss with you the following: Purchasing a practice Creating a referral relationship   Become a Professional Tax Preparer, PTP.  Get the training to offer quality tax planning and preparation services for individuals and businesses.  Have the confidence and competence to do the work efficiently and profitably.   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 revist this conversation from November 2022.   This week, we see the return of Specialty Bookkeeping, LLC owner Tyler Otto as he and Roger talk about why accounting firms are now among the top targets of scammers. Having hired a professional cybersecurity firm himself, Tyler shares his experience and why he decided to hire professionals to guarantee his security and his remote working employees. Tyler also shares a case study of a popular cashier’s cheque fraud as well as some tell-tale signs that you are being scammed. They also discuss 2-step factor authentication and other top security measures to protect yourself and why it is important to have standard operating procedures for yourself and employees to protect your client information. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Tyler Otto Tyler Otto along with his wife Karen are the owners of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify clients’ financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry, where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020. His primary focuses include database architecture, Visual Basic scripting, forecasting, budgeting, and data mining. His recent activities include performing large financial system migrations for several companies spanning the hospitality to the construction industry. Tyler has a passion for team development and promoting fun and collaborative cultures. He believes that a dedication to continuous improvement and learning is the backbone of any successful venture. He loves helping clients make more money. His career has been focused on serving as a financial analyst and business partner, helping business managers make strategic decisions that will grow their businesses for years to come. Tyler is a fanatic about making new relationships and collaborating with others on large projects. He lives in Salt Lake City, Utah with his wife Karen and two children. When he’s not geeking out in Visual Basic, he’s found in the woodshop doing any number of woodworking projects or on his road bike. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Be sure to connect with Tyler on LinkedIn   Also, follow Tyler on social media for more information and a weekly dad joke! www.instagram.com/specialtybk www.linkedin.com/company/specialtybk Lastly, be sure to get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

In this week's episode of Building the Premier Accounting Firm, host Roger Knecht has an insightful discussion with financial freedom expert Adam Carroll about gaining control of your money and eliminating debt. Adam shares how many of our unhealthy financial habits stem from childhood experiences and parental modeling around ages 0-9. He reflects on formative experiences in his own childhood that shaped his money mindset, such as his father becoming unemployed and his exposure to both poverty and wealth growing up. A key takeaway from Adam is the importance of living within your means, especially for couples. He and his wife made the strategic decision early in their marriage to live on one income and devote the other entirely to debt repayment. This sacrifice and discipline allowed them to become debt-free much more quickly. Eliminating debt provides huge emotional liberation, as Adam describes. Without the burden of debt, you can begin building wealth and enjoying total financial freedom. Adam also emphasizes the value of giving kids hands-on learning experiences with money from a young age. He shares how his popular TED Talk came about from playing Monopoly with his own kids using real cash. Later in the discussion, Adam explains his powerful debt elimination system called The Shred Method. This strategic approach utilizes revolving lines of credit to accelerate debt payoff. If you feel trapped by debt or want to develop healthier money habits, don't miss this fascinating conversation. Subscribe for more practical advice from Roger and his expert guests on gaining financial freedom and building true wealth in your business and personal finances.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Adam Carroll Through the use of The Shred Method, Adam Carroll paid off his home in record time saving over $180,000 in interest in the process. He’s sharing this strategy with the world in order to help people ‘free themselves to be themselves’. Adam has published four books, produced an award-winning documentary on student loan debt, has a TED talk with over 5 million views, and helps people achieve true financial freedom in their lives. More than financial freedom, Adam is all about helping people achieve time freedom, relationship freedom, and service freedom.   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   The Shred Method is a mortgage acceleration program for people who are eager to achieve financial freedom from their largest liability. As a listener of the show, you will receive $200 off the registration price of the program and a free month of the software that powers The Shred Method. Click the link in the show notes... https://www.theshredmethod.com/a/2147514635/W8L2mVis   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 emotional ties to money, raising kids who thrive with money, and eliminating debt with The Shred Method with Adam Carroll.  

Join us as we revist this conversation from November 2022   On this week’s episode, Roger has a chat with Will Hill; financial services consultant, CEO and founder of Will Hill Consultants LLC on various topics. They talk about how accountants can communicate effectively with clients, client retention as well as how to build and maintain client relationships. Will also explains the differences between Accounting and Advisory services as he also goes deep into what CFO services are. He also talks about how accountants can offer more value to clients by creating bundled offers. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: William Hill Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession - which Will has been serving since 2001. Through his 20+ years in the profession, Will has taught countless classes on firm management, change management, and advisory services. His travels to implement software and perform business workflow consulting have taken him to over 400 firm offices to work directly with firm owners and their team members. Known for his combination of creativity and practicality, Will brings his passion to each article, webinar, podcast or coaching engagement he embarks upon. In 2021 Will was named by Accounting Today in their “Top 100 Most Influential People in Accounting” list. Will has also twice been recognized by the CPA Practice Advisor in the “Under 40” lists (sadly, no longer eligible for any ‘Under 40’ awards). Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Book an appointment to meet with William LinkedIn: https://www.linkedin.com/in/wghill/ Email: [email protected] Website: https://willhillconsults.com/ Book an appointment: https://calendly.com/willhillconsults/30-min-conversation Color Accounting: is designed to make it easier to learn the fundamentals of accounting. It is an augmentation to the process that you know so well. https://universalaccountingschool.com/color-accounting-ca/   Advisory Services: Offer CFO & Advisory services with confidence following a proven process. Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON their business https://universalaccountingschool.com/cfo-advisory-services/   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

In this thought-provoking discussion, your host Roger gets the unique perspective of the accounting industry from 20-year industry observer Seth Feinberg, founder of Accountants Forward.  Seth shares his unique perspective on the accounting profession gained from 20+ years as a business journalist. They explore major transitions the industry has undergone in recent decades - from the move to digital processes to navigating regulatory changes. He and Roger also dive into the value of live events and conferences for connecting with peers and gaining inspiration. They debate the emergence of advisory services and how accountants can monetize their expertise. Seth points to communication and listening as central to an advisory role. Seth provides an optimistic view of AI, emphasizing that automation brings opportunities to reinvent and reevaluate. He advises professionals to embrace change through continual learning. Tune in to this episode to hear perspectives on evolving client needs, transformative technologies, and maintaining relevance. Learn more and subscribe to Building the Premier Accounting Firm on your favorite podcast platform for weekly episodes with accounting experts. Visit UniversalAccountingCenter.com for additional accounting resources to build your premier firm!   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Seth Fineberg   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Sign up for Seth’s free Newsletter HERE:  https://sethfineberg.com/ (at the bottom of the page)   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   It’s as a certified Profit & Growth Expert you are able to confidently work with your clients to apply in their businesses the proven Universal Business Builder principles.  Now is the time to complement your accounting and tax services with the high-paying CFO & Advisory Services business owners need.   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 how accounting has evolved with Seth Fineberg.  

Join us as we revist this conversation from November 2022   This week, Roger sits down with author and scalability expert Brad Fisher as they talk about everything scalability. Brad introduces the concept of scalability, what it is and what it can accomplish for your business. He also talks about the key difference between scalability and automating your business. Brad and Roger also talk about what the six scalabilities are, how entrepreneurs can be scalable, among many other topics.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Brad Fisher Brad Fisher works with business leaders who want to unlock the long-term potential of their companies and their families. He speaks and writes about scalability, leadership, and family business matters. He recently published a book called Family Business Abundance. Brad is the co-founder and Managing Partner of The Scalability Leadership Group (SLG). His company works primarily with Growth Stage Companies that want to streamline their operations and enhance their results.  He has devoted most of his career to entrepreneurship in the business-to-business, technology, healthcare, family business, and private equity investment arenas.  Brad has built, acquired, and consulted with many companies during his career across a wide range of industries. He calls himself a Transformationalist, and he loves taking organizations to the next level. Brad Fisher received an M.B.A. from Stanford University and a B.S. in Economics from the University of Minnesota. He serves as a board member of several fine companies and non-profit institutions.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Contact Brad for a strategy call at [email protected]   And don’t forget to have a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this edition of "Building the Premier Accounting Firm," the host, Roger Knecht, engages in a thought-provoking conversation with Amy Franko, a renowned sales expert and a distinguished LinkedIn Top Sales Voice. Amy imparts her invaluable insights into the realm of sales strategies and the cultivation of a business development mindset tailored specifically for accounting professionals. The discussion commences with Amy drawing a clear distinction between sales and marketing, delineating sales as the direct engagement with potential clients while underscoring marketing's role in establishing general brand recognition. Amy underscores the significance of devising a robust sales strategy and methodology, underpinned by the appropriate technological tools, streamlined processes, and comprehensive skills training. This amalgamation forms the bedrock of what she terms a "business development mindset." They talk about why many accounting professionals don't perceive themselves as salespeople. Nevertheless, Amy underscores the development of confidence and competence in articulating their services and pricing as an absolute necessity. Amy also stresses the art of posing pertinent questions, actively listening to clients' needs, and customizing solutions in response. She highlights the ideal stage of a professional's career at which to foster these sales skills. Amy counsels harnessing the capabilities of technology frameworks and enhancing one's remote communication proficiencies. Furthermore, she emphasizes the creation of a direct client database, advocating a proactive approach rather than sole reliance on social media platforms. In her role as a business owner, Amy underscores the value of fostering collaborations with her bookkeeper, CPA, and financial planner, enabling her to make informed decisions from multifaceted perspectives. She encourages accountapreneurs to fortify their relationships with clients through connections with other trusted advisors. As the episode draws to a close Amy reminds entrepreneurs to consistently assess their growth strategies and ensure the presence of well-defined business development structures and honed skills, vital for attaining their objectives.  For more tips and advice on how to make your firms the premier accounting firm in your area, be sure to subscribe to the ‘Building the Premier Accounting Firm’ podcast to stay updated with the latest trends and insights in the accounting and business world. Remember, if it’s about accounting, it’s universal!   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Amy Franko Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs. Recognized as a LinkedIn Top Sales Voice, Amy is the leading expert in modern sales strategies—including in-demand sales training programs, sales strategy, and as a sales keynote speaker and leadership keynote speaker. She guides growth-oriented organizations to significantly improve their results through B2B sales strategy and sales team skill development.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Download Amy Franko's eBook: Essential Strategies for Sales Growth in Today's Markets  Sales is the growth engine of any successful organization. When done well, modern selling is a way to earn trust, help your clients solve problems, and make their business better—even in times of disruption and ambiguity. https://amyfranko.com/resources/ebooks/essential-strategies-for-sales-growth/   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 revist this conversation from October 2022   In this week’s episode, Roger links up with a fellow accounterpreneur, Reanna Ritter as they have an intricate chat about running an accounting business. Reanna opens up about what drew her into accounting, how she started off her career eventually starting her own business. She talks about her journey as an accounterpreneur , the challenges she has faced and the false beliefs she had to overcome while running her business. She talks about why she chose to outsource her staff offshore rather than locally as well as the advantages and challenges of doing so. Reanna also shares her bad experiences dealing with some of her clients and why it was essential for her to create boundaries. She says that she turned to a coach who helped her improve both personally as well as how she was running her business day to day.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Reanna Ritter Reanna Ritter the owner and founder of Ritter Accounting & Consulting. Ritter Accounting & Consulting provides outsourced accounting solutions to small and midsize companies, looking for accurate, timely and relevant visibility into their financial performance, while saving time and money on non-value-added activities. Reanna is born and raised in beautiful South Lake Tahoe. She began working at the age of 15 and put herself through college earning a Bachelor of Science Degree in Accounting in 2012, and a Master of Business Administration in 2017. Her goal is to help small to mid-size companies improve their customer and employee experiences as well as increase profit. She enjoys hiking, golf, swimming, camping, traveling, theme parks, singing, dancing and spending time with her friends and family, and exploring the wine country. She lives in La Quinta, California with her husband and two children.   Sponsors: Universal Accounting Center       Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:       Profit First E-Book       “in the BLACK, nine principles to make your business profitable” – e-book       “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another captivating episode of "Building the Premier Accounting Firm". In this episode, Roger engages in an enlightening conversation with Brian Bigham, the Vice President of Madison SPECS, famously known as the "CostSeg Cowboy" in the realm of social media. Madison SPECS is a division of Madison Commercial Real Estate Services, renowned for its expertise in cost segregation—a tax strategy that holds the potential to yield significant benefits for commercial real estate investors.  Brian begins by giving us a backstory of his unique persona the "CostSeg Cowboy." He talks about his background in the real estate industry and his transition to cost segregation. This transition has allowed him to offer insights to accounting professionals and real estate investors on how to maximize tax savings in the complex landscape of commercial real estate. The heart of the discussion centers on cost segregation, which Brian skillfully simplifies for us. Cost segregation is revealed as a powerful tax-saving strategy, and the potential for significant savings is further illuminated through the concept of bonus depreciation. Brian shares with us a remarkable success story of one of his clients, who was heavily involved in apartment syndication. Brian's reveals the strategies he used to enable this client to implement cost segregation, leading to a remarkable transformation in their tax savings.  Brian also breaks down the various types of properties and how different factors impact depreciation benefits. He elaborates on the distinction between properties like car washes, manufactured housing developments, breweries, and vineyards, which possess numerous components for accelerated depreciation. Conversely, properties like warehouses, characterized by minimal components, offer comparatively lower tax savings. This insight provides valuable guidance to accounting professionals and real estate investors in identifying the properties that offer the most advantageous tax benefits. Brian encourages accounting professionals to seek resources, ask questions, and stay updated with evolving tax strategies related to real estate. He highlights the importance of collaboration and learning from experts in the field. For more insightful episodes like this, be sure to subscribe to ‘Building the Premier Accounting Firm’ so you can gain more insights from the experts and learn how you can grow in your accounting career while maintaining the lifestyle you desire. Remember, if it’s about accounting, it’s universal!   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Brian Bigham Brian Bigham is the Vice President for Madison SPECS (also known in the social media world as "The CostSeg Cowboy", which is a division of Madison Commercial Real Estate Services. In 2017, he joined the Madison team for the Cost Segregation Department at Madison SPECS. Brian has spoken at over 50 events in the last 5 years bringing awareness and education to the highest levels of tax related benefits regarding commercial real estate. Madison SPECS as a company has done over 16,000 studies in all 50 states saving over $2 Billion in accelerated tax depreciation! Brian earned a Bachelor of Science Degree in 2005 from Texas Tech University, and completed Graduate work and Certification at Abilene Christian University in 2008.   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 Estimate on any Real Estate Deal by CLICKING HERE!   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 revist this conversation from October 2022   Justin Hatch, CEO of Reach Reporting, explains the importance of reporting and how accountants and advisors can use reports to expand their business and clientele. Justin discusses the founding of Reach Reporting and how the software has managed to fill a gap in the market by catering to the needs of accountants. He also outlines the advantages Reach Reporting has for accountants, such as helping them make the transition from traditional to advisory accounting. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Justin Hatch Justin Hatch is the co-founder and CEO of Reach Reporting. Justin is an industry expert in business management, specializing in software development and financial reporting. He freely shares his rich entrepreneurial experiences to help others succeed.     Justin's passion lies in providing accountants and business owners the tools they need to uncover and understand valuable insight buried in the rows and columns of financial statements. As a business owner, Justin knows how essential it is to understand a business's finances in order to sell a business, acquire investors, or create a solid business strategy. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Visit Reach Reporting and recieve 30% off of all packages for the first 6 months with code "UNIVERSALACCOUNTING30" Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another insightful episode of the Building the Premier Accounting firm podcast, hosted by Roger Knecht. In this episode, you will be treated to a captivating conversation with Blake Oliver, an accomplished CPA, entrepreneur & podcast host. They talk about an array of intriguing topics, offering a wealth of valuable insights for accounting professionals and business enthusiasts alike. Blake starts by sharing his remarkable journey and how he ended up in the Accounting world. Intriguingly, while initially pursuing a career as a cellist and dreaming of playing in an orchestra, he found himself unexpectedly drawn into the world of bookkeeping. The conversation turns on his venture into the tech sector and the vital need for accountants to navigate the evolving landscape, particularly in the realm of subscription-based business models. They discuss key metrics such as lifetime value and cost per acquisition emerge as crucial considerations, reinforcing the need for accountants to stay ahead in a changing financial landscape. They also delve into various aspects of business management for CPAs, including effective time management strategies and business expansion. Blake offers invaluable insights into achieving a balance between professional growth and personal interests, drawing from his personal experiences. As the episode draws to a close, Blake expresses his deep affection for the accounting profession and encourages us to seize the abundant opportunities it presents. This episode is a treasure trove of knowledge and inspiration for accounting professionals and business owners looking to thrive in the ever-evolving Accounting industry.  To stay updated with the latest trends and insights in the accounting and business world, be sure to subscribe to ‘Building the Premier Accounting Firm’. Remember, if it’s about accounting, it’s universal!   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Blake Oliver, CPA Blake Oliver, CPA, is an accountant, podcaster, and entrepreneur who specializes in financial technology. Blake is the creator of Earmark CPE, an app that offers NASBA-approved CPE for listening to your favorite accounting and tax podcasts. He also co-hosts the Accounting Podcast, the most popular podcast for accountants and bookkeepers in the world. Blake lives in Scottsdale, Arizona, where he likes to hike the Sonoran Preserve and play his cello.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Calling all CPA’s & EA’s.  Take advantage of this great platform to earn your CPE’s and receive great training and information.  Earn CPE for listening to podcasts! Download the free app at www.EarmarkCPE.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: “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  

Join us as we revist this conversation from October 2022   This week Roger invites back to the show, ‘The Pitch Queen’ Michelle Weinstein for a hard-hitting and informative conversation. Michelle goes in-depth as she explains what marketing is, and the differences between marketing and sales including how and when marketing turns into sales. She also explains why we should never negotiate or lower our prices under any circumstances and talks about the different types of objections we might face and how we can overcome them and increase our closing rates. She also talks about her experience working with the Suicide Hotline and she explains how we should help a loved one or anyone who is in a dark place in their lives. Michelle also shares some resources we or our loved ones could reach out to when we are in that dark place. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Michelle Weinstein Michelle is the founder of The Abundant Accountant and helps accountants to grow their firms to 7-figures and beyond by making selling FUN. She has successfully trained accountants, CPAs, EAs, bookkeepers, and other financial professionals how to charge higher fees and double their firm revenue. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Charge top dollar for your services www.chargehigherfees.com Book: Never split the difference Get the sales training built specifically for accounting professionals so that you can Sell with Confidence by applying the principles of Strategic Selling.  Take a moment and download this overview of the process with this Cut to the Chase pdf 988 Suicide & Crisis Lifeline The resources and information on this page are designed to help states, territories, tribes, mental health and substance use disorder professionals, and others looking for information on understanding the background, history, funding opportunities, and implementation resources for strengthening suicide prevention and mental health crisis services. Podcast, before you kill yourself   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777  

Welcome to another captivating episode of Building the Premier Accounting Firm. In this episode, we delved into the remarkable journey of Mark Kappelman, an entrepreneur whose path has intertwined with the worlds of accounting, real estate, and business.  Mark's story begins with a pivotal realization during his formative years – the profound understanding that accounting is the fundamental language of business. This epiphany served as the initial spark, propelling him onto a career path in accounting, one that would eventually evolve in unexpected and rewarding ways. Mark's journey took him through the hallowed halls of auditing, providing him with a solid foundation in the accounting profession. This experience equipped him with the skill set to assess businesses for valuation, a critical aspect in understanding their financial health and true worth. As Mark progressed in his career, he found himself lured by the potential for wealth creation in the world of real estate investments and property management, a path he embraced with vigor. It was through the teachings of Robert Kiyosaki's renowned book, "Rich Dad, Poor Dad," that Mark's perspective on financial freedom shifted. He seized the opportunity to explore the world of real estate and eventually built a thriving real estate business boasting assets valued at a staggering $15 million. This bold leap into entrepreneurship allowed Mark to embrace not only the intricacies of property management but also the entrepreneurial spirit that drives success in this dynamic field. Mark's entrepreneurial journey came full circle as he returned to the realm of accounting, this time as the founder of a thriving bookkeeping business niched within the real estate industry.  Mark’s journey underscores several key takeaways for aspiring entrepreneurs and accounting professionals. The importance of recognizing opportunities, being open to change, and having the courage to embrace an entrepreneurial journey cannot be understated. Mark's story serves as an inspiring testament to the notion that calculated risks, while intimidating, often yield substantial rewards. Mark Kappelman’s parting words of wisdom resonate deeply: "Give it a shot." Whether one chooses to venture into the realm of private business ownership or opt for a more traditional accounting career, there will always be a demand for accounting professionals.  For more insightful episodes like this, be sure to subscribe to ‘Building the Premier Accounting Firm’ so you can gain more insights from the experts and learn how you can grow in your accounting career while maintaining the lifestyle you desire. Remember, if it’s about accounting, it’s universal!   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mark Kappelman Mark Kappelman is the co-founder of RealEstateAccounting.Co and a seasoned professional who brings a wealth of experience from his background in accounting, operations, and real estate. He's spent seven years working in public accounting for top firms like PwC and Ernst & Young and has honed his financial acumen. But Mark doesn't just talk the talk as he's also walked the walk by building a personal real estate portfolio worth over $15 million and has a hands-on approach to real estate transactions. With degrees from Arizona State University and certifications as a CFA and CPA, he's well equipped to tackle complex real estate financial topics with ease.    Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Speak with Mark for advice Mark has offered to our listener’s some of his time to answer your questions.  If you would like, please book a meeting with him here if you'd like to connect by going HERE! https://www.realestateaccounting.co/thank-you/?utm_content=homebtn1   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  

Join us as we revist this conversation from October 2022 This week Roger has a fun and compelling conversation with accountant and author Anish Baheti. Anish shares his journey of becoming an author and why he is now an educator who seeks to simplify complex concepts to his students. Anish shares how he managed to simplify Accounting concepts using a card deck and how accountants could use the same card trick with their clients and as a result stand out and help their clients feel comfortable with accounting. Roger and Anish also share their journey’s to finding their purpose and why it is important for all of us to find our purpose in life. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Anish Baheti Inspirational Keynote Speaker, Anish Baheti is an award-winning author and a purpose coach to professionals of all walks of life. He’s often heard saying that God has been kind in showering him with two skills – Simplifying the Complex and Inspiring the Uninspired.As the Founder and CEO of Train My Brain® (IND) & Concepts Coach® (AUS), Anish has delivered thousands of entertaining, energizing, and engaging sessions. Helping educational institutions, corporate offices, entrepreneurs, teachers, students, and athletes alike, Anish has formed a lasting presence in the world of life improvement.Anish is passionate about simplifying the complex by creating an experiential learning deck of 52 cards, making meaningful interactions with the audience, and helping them connect the dots, all of which make him a much sought-after speaker. Listeners love his bite-sized practical strategies that they can apply both personally and professionally.Anish shows each participant how to delve deep into oneself and reconnect with what matters most, so they can lead a life by design and not by default. His signature program, The Life Deck® (52 cards from 'needs' to 'purpose') captures the journey from self-inquiry to self-realization beautifully and can be implemented by anyone in a self-paced way. The Numbers Deck® is another fun program to teach Accounting to Non-Accountants in less than 90 minutes just by making them play with a deck of 52-Cards.After spending his early life in India, Anish lived in Australia, becoming familiar with reliable, lasting brands as their success became his own. Not all victories were immediate, however. His life has dealt him many challenges, but now that he can reflect, his growth and success are more rewarding than he had ever imagined. His life’s journey has now brought him to a place where he can help others overcome their struggles and have the life they dream of. He has a limitless appetite for helping others maximize their potential and his work continues to touch audiences from every walk of life.Anish earned his Chartered Accountant degree from ICAI and his MBA from the University of Technology, Sydney. He’s also a Certified Life Coach from Australia and a Certified Brain Mapping Practitioner from the UK. Anish’s honors include winning the Outstanding Leadership Award in Las Vegas USA in 2022, being voted as one of the winners of the Education and Training Award in Australia and has been named to BW Education 40Under40 list in 2020. Train My Brain® has also won the Best Companies Award in Dubai UAE in 2022. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: For listening to this episode Anish is sharing with us his online training for which is the Accounting for Non-Accountants (on-demand video course) using a deck of 52-Cards.  It’s The Numbers Deck which can be found HERE.  Go now and save 25%. In addition, you’ll also want to experience Color Accounting. This course is helps individuals learn the accounting model in a fun interactive way.  It is used by both accounting professionals and business management to understand and communicate more effectively when it comes to discussing the language of business.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast, and please share any suggestion you may have.  We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this engaging episode of 'Building the Premier Accounting Firm,' host Roger Knecht sits down with Leslie Liondas, the owner of Leslie Liondas CPA PLLC. Leslie's remarkable journey from a single mother looking to reenter the workforce to the owner of a thriving accounting firm is nothing short of inspiring. She's not only built a successful business but also prioritized her lifestyle by creating opportunities for extensive travel, fostering stronger client relationships, and nurturing her family. Leslie emphasizes the importance of controlling imposter syndrome, a feeling that plagues many accountants, particularly when overwhelmed with the demands of their business. She suggests that to serve clients effectively, it's crucial for accountants to first align their business with their own goals. Through her experiences and insights, she encourages fellow professionals to find a mentor or coach who can provide guidance and shortcuts in their journey, helping them avoid reinventing the wheel. The conversation delves into Leslie's deep sense of commitment to her children and the incredible lessons she's passed on to them. She instilled the idea of pursuing one's dreams without giving up, and her daughters have successfully pursued their own goals, showcasing the power of setting an example as a parent and business owner. Leslie and Roger also discuss the joys of travel. Leslie shares her incredible road trips with her children, taking them to various destinations, including road trips from Texas to New York and San Diego. Her love for travel is apparent, and she's now planning a two-week unplugged trip to Hawaii with her business partner, showing how she maintains a balance between work and personal life. In conclusion, Leslie's story highlights the possibilities within the accounting profession. She urges accountants, whether starting or well into their careers, to seek alignment and embrace change when necessary. To overcome feelings of overwhelm and control, it's important to document, duplicate, and delegate. This inspiring conversation reminds listeners that they can shape their businesses to match their desired lifestyle, and they don't have to go through the journey alone. For more insightful episodes like this, be sure to subscribe to 'Building the Premier Accounting Firm' and discover how you can excel in your accounting career while maintaining the lifestyle you desire. Remember, if it's about accounting, it's universal!   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Leslie Liondas Leslie Liondas is the owner of Leslie Liondas, CPA, PLLC where she helps other accountants, bookkeepers and tax professionals get off the hamster wheel through our Business Evolution Systems, ClickUp Implementation and outsourced bookkeeping services. Her goal is to help her clients work towards their ideal business. She loves helping other accountants and bookkeepers enjoy their business again and NOT work all the damn time!   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Leslie has invited us to Join her Facebook Group: https://www.facebook.com/groups/scalingtoceo 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 Take the time to also work ON your business, applying the principles found in the Turnkey Business plan for accounting professionals.  This is your opportunity to access the course for FREE and see what it is you can do to have the premier accounting firm in your area.  Click here to get started!   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 revist this conversation from October 2022   This week, your host Roger interviews a perky and energetic guest, Shaily Hakimian who talks us through how to activate the power of social media and use that power to boost our end goal, profitability. Shaily shares why it is important for us to have social media profiles, how we can manage our social media accounts on our own, and when it is necessary to hire someone to take up that role instead. She also talks about why it is important for us to be personable online and shares some tips for us to be able to come up with great social media posts.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Shaily Hakimian Shaily started doing social media for her hobby community in high school… ON MYSPACE. She didn't realize what she did was doing social media until after college when she saw a question on a job application asking if she had ever managed an online community, and she realized there was something there.  She graduated from Indiana University with a degree and certification in elementary education K-6, and she now uses those mad teaching skills to lead workshops, work with business owners 1-on-1 training them on social media, and has coached 200+ B2B consultants on how to use LinkedIn to grow their business. She guides business on how to stay top of mind with their community and referral network using social media. I hold them accountable and boost their confidence in themselves, what they have to offer, and their own social media abilities. She loves live streaming, event social media, live Tweeting, and comment engagement. She is a Persian-Moroccan Indiana University Grad who loves cheesy icebreakers, bubble tea, poker, reality competition shows like Big Brother and Survivor, TEDx conferences, magic, flea markets, the Jewish community, and her sequin closet. Teacher of social media as a tool of empowerment  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: https://www.yoursocialmediasherpa.com/fav-profiles Go to https://www.yoursocialmediasherpa.com/fav-profiles to get Shaily's favorite LinkedIn profiles for inspiration. Viewers can also stream full length workshops on LinkedIn, social media networking, and marketing your career absolutely free on YouTube.  Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another insightful episode of Building the Premier Accounting Firm, hosted by Roger Knecht. In this episode, Roger engages in a thought-provoking conversation with the guest, Mike Every, COO & co-founder at FilmLaab, as they delve into the crucial aspects of leadership, mission statements, and effective financial management. Mike shares his expertise as he emphasizes the significance of establishing clear accounts receivable processes within a business. He underscores the importance of not only getting paid for products and services rendered but also reducing the need to write off unpaid bills that may end up in collections. One of the key takeaways from the conversation is the importance of identifying the right person within a client's organization who handles bill payments. Mike highlights that many times, the person you're initially in contact with might not be the one responsible for this crucial task. This underscores the importance of clear communication and direct interaction with the decision-maker. Mike stresses the value of setting clear payment terms right from the outset. He discusses the significance of specifying deposit amounts and due dates in contracts, allowing clients to budget effectively and avoid unexpected invoices that can strain their finances. Roger and Mike also have a discussion on mission statements and leadership. Mike shares his insights on the need for companies to have a clear and compelling mission statement. He believes that every leader should not only know but also wholeheartedly believe in their organization's mission. Without this clarity of purpose, leadership becomes challenging, and organizational goals may become unclear. This podcast episode also touches on the art of asking the right questions. Mike emphasizes creating a safe and open environment for employees and clients to engage in meaningful dialogue. This approach allows for the collaborative generation of solutions and fosters an atmosphere of trust and innovation. This episode provides valuable insights into leadership, mission statements, and financial management. Mike's expertise and practical advice offer listeners a clear roadmap to success in these critical areas of business. If you're seeking ways to enhance your leadership skills, clarify your organization's mission, and improve financial management, this episode is a must-listen. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mike Every Mike Every has over 19 years of experience in having fun and leading teams to success. Mike has worked for both Fortune 500 companies and small businesses, including McDonald's, Costco Wholesale, The Paul Mitchell Schools, and FilmLaab. Mike likes a challenge and finding a solution to it. He is a big believer that “when people come first, success will follow.” 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 this Wednesday for a new episode where Roger discusses leadership and culture with Mike Every.  

Join us as we revisit this conversation from 2022 This week, Roger chats with business owner, coach, and host of the Simplifying Entrepreneurship podcast, Pete Mohr. They talk about the everyday frustrations facing entrepreneurs, frameworks, and systems that can help overwhelmed business owners including; the 5 Ps i.e. Promise, Product, Process, People & Profit, and how they can help in running a successful business. Pete also shares why it is important for entrepreneurs to work with coaches and mentors, and also why it is important for them to give back to the community. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Pete Mohr Pete Mohr is the host of his own podcast show ‘Simplifying Entrepreneurships’. He also works with entrepreneurs transforming their frustrations into freedoms by using a variety of frameworks that help them cut through the chaos and overwhelm their business. With 27 years as a business owner, he’s refined many of his tips, tools and techniques in the trenches with his own business. He started coaching other business owners because of his belief that you should own your business and it shouldn't own you. Offers: Listen to the “Simplifying Entrepreneurship Podcast”       https://simplifyingentrepreneurship.com/simplifying-entrepreneurship-podcast/   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:       “in the BLACK, nine principles to make your business profitable” – e-book       “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this insightful podcast episode, Roger Knecht engages in a compelling conversation with Larry Harding, the Founder & CEO of HSP Group, a seasoned expert in global expansion and international operations. Throughout the episode, Larry shares his wealth of knowledge, offering valuable guidance to accounting professionals and business owners looking to navigate the complexities of international expansion. Larry kicks off the discussion by highlighting the immense opportunity that global expansion presents for accounting professionals. He underscores the critical role accountants can play in guiding their clients through the intricacies of international business expansion by asking the right questions and providing informed advice. Next, Larry delves into the essential questions accountants should ask clients who are contemplating international expansion. These questions include timing, location, the nature of the business opportunity, planned activities, banking solutions, future expansion prospects, and criteria for success. These inquiries serve as a foundation for a strategic and well-informed approach to global expansion. The conversation shifts to key considerations that businesses must take into account when expanding internationally. Larry emphasizes the necessity of legal representation in establishing business entities and highlights the importance of understanding tax requirements, setting clear timelines and budgets, and determining when to expect a return on investment (ROI). Larry underscores the significant value that accounting professionals bring to the table during the global expansion process. He emphasizes that accountants can provide substantial assistance to clients by asking insightful questions, offering guidance, and helping navigate the challenges inherent in international initiatives. Larry and Roger also explore the challenges of managing expatriate employees working in foreign countries, touching on topics like work visas, income tax, and social tax liabilities. Larry emphasizes the need for accountants to be well-prepared to address these complexities when supporting clients in their international expansion efforts. The episode concludes with Larry highlighting the significance of the global economy and the abundant opportunities it offers for small businesses. He encourages accounting professionals to help their clients make well-informed decisions as they venture into international markets, reinforcing the pivotal role accountants can play in clients' global expansion initiatives. This episode is your passport to a comprehensive and riveting guide on global expansion and international operations. Larry Harding's expertise and the thought-provoking questions he shares are not just tools but keys to unlocking the vast potential of global business. Tune in to position yourself as an essential partner in your clients' extraordinary global expansion journeys.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Larry Harding Experienced CEO, CFO, CPA and Entrepreneur, Founder & CEO of HSP Group, Inc. He focuses on the provision of software and consulting solutions for businesses dealing with the challenges of global expansion and international operations. Areas of expertise include International Business, Finance, Accounting, Consulting, Mergers & Acquisitions, Corporate Development, Venture Capital, Private Equity, and Executive 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: “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  

Join us this Wednesday for a new episode where Roger discusses global expansion with Larry Harding. 

Join us as we revisit this discussion from 2022   This week, Roger chats with best-selling author and speaker Daniel Blue about different and out-of-the-box strategies accountants can employ to help their clients diversify their investment portfolios, increase their cash flow, defer the payment of taxes and live life tax-free. They also talk about how you can better prepare your clients for retirement and help them collaborate with fellow business owners so they can learn from others’ mistakes. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Daniel Blue Daniel is a regular contributor to forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over more than ten years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that led to life-changing results. Under Daniel’s leadership, Quest Education has actually reached the 7-figure mark two years in a row with thousands of customers throughout the United States. He has also published a book, ‘B.L.U.E Print To Your Best Retirement’ and it’s an amazon best seller.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: B.L.U.E. Print to Your Best Retirement: How to Access Your Retirement Account Penalty and Tax-Free https://www.amazon.com/Blueprint-Your-Best-Retirement-Tax-Free-ebook/dp/B09BHXZT2L/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=1629004119&sr=8-12   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another enriching episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this captivating episode, Roger sits down with the renowned best-selling author, award-winning speaker, and accomplished podcast host, Diana Lidstone. In a world often dominated by seriousness, Diana addresses a burning question: "Can you have fun at your work as an accountant?" Discover her unique perspective on infusing joy into your professional journey and how it can lead to enhanced success. Designing your business around your lifestyle is a dream many entrepreneurs share. Diana shares practical insights into aligning your business with your life goals, emphasizing the importance of striking that harmonious balance. Profitability is a cornerstone of any successful accounting firm. Diana explains how establishing robust processes and systems can be the catalyst for achieving and sustaining profitability. She also delves into delegation and how processes and systems can facilitate effective delegation, empowering you to focus on what truly matters. One of the most notable topics in this episode is Diana's perspective on charging clients for access to you as the entrepreneur. Uncover the brilliance behind this strategy and its potential to reshape your business model. Are you yearning to work less without compromising success? Diana outlines the systems you can set up to achieve this elusive work-life balance. Learn how to prioritize tasks in your business, ensuring that you're investing your time where it matters most. The age-old debate of working on your business versus working in your business is also explored in depth. Diana offers invaluable guidance on achieving the right balance and explains why it's crucial for long-term success. In the competitive world of accounting firms, differentiation is key. Diana highlights why setting your firm apart is important and provides actionable ways to accomplish this feat. She shares the "Authority Visibility Blueprint," a strategic framework comprising five essential steps. Diana delves into the common challenges entrepreneurs face with these steps and why sharing your vision with your team can be a game-changer. Discover why many entrepreneurs fall short of their desired success and how you can avoid the same pitfalls. From answering the million-dollar question to the power of differentiation, this episode is brimming with insights that will transform your accounting practice. Join us for a journey of discovery, inspiration, and transformation on "Building the Premier Accounting Firm." Tune in now and embark on a path to greater joy, profit, and freedom in your accounting practice!   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Diana Lidstone A best-selling author, award-winning speaker & podcast host, Diana has been an entrepreneur for almost 40 years. She is known for her straight-talk, no BS and the simple business and marketing strategies that bring her clients more joy, profit and freedom. Her podcast, Work Less PROFIT More business offers tips and strategies for small firm owners who are tired of working too hard for too little profit and no life! www.dianalidstone.com    Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Check out this Downloadable Gift - Its a checklist to help you with your marketing, 7 ways to differentiate your brand.  Go HERE to get it NOW! Also, be sure to check out her 12 week program to learn and implement in your business.  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 Lastly, it’s time to work ON your business.  Here’s the Turnkey Business Plan for accounting professionals.  This is a free course you don’t want to miss.  Sign up 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 revist this conversation from September 2022   This week, Roger chats with psycho-sales expert Chandler Walker about abandoning the old-school sales tactics of aggression and selling with compassion in mind. Chandler shares how he came up with his Compassion Conversation sales system, by applying cognitive behavior therapy and other Wellness ideologies to the sales process. Roger and Chandler also talk about the misconceptions of sales i.e. you have to be aggressive to sell as well as other ideas from his Compassion Conversation sales system i.e. timing, tempo & tone during the sales conversation, building rapport, overcoming objections as well as what you should be paying attention to in a conversation to avoid challenging your client’s character. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Chandler Walker  Chandler started his entrepreneurial journey after graduating from the University of Nevada Reno with a degree in Biochemistry and forgoing a medical pathway to pursue a brick-and-mortar wellness facility.  He then pivoted to an online health practice a year before the COVID lockdowns. After scaling both businesses to the 7-figure level and doing 3000-4000 sales consultations, Chandler was frustrated with the way sales were taught. He was tired of the old-school objection handling, aggressive tactics, and salesy attitude taught by most sales trainers. So he looked back at what he was doing, combed through his notes, and created Compassion Conversations. A therapeutic-driven, psychological-based sales system centered around compassion and care. Chandler has taught over 3000 people his system of compassion Conversations and has the goal to change and redefine the landscape of sales altogether. Chandler also invests regularly in the crypto markets and bought Ethereum when it was $15, obtaining a 20,000% increase and turning $250 into 50k Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Chandler offers a 9-step Framework to selling without Manipulation, Aggression Tactic or Feeling Salesy : https://9step.cultureofcare.life/ Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another insightful episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In today's episode, Roger sits down with a true trailblazer in the world of accounting and cloud technology, Kellie Parks. Kellie's journey is a testament to the power of transformation. She takes us on a fascinating ride, sharing her transition from the realms of marketing and branding into the intricate world of accounting. Discover how her unique background has shaped her approach to modern accounting practices. One of the highlights of this episode is Kellie's deep dive into her tech stack arsenal. She unveils the types of tech stacks she employs and how they serve as indispensable tools in her business. Learn about the crucial criteria that dictate her choice of technology, providing valuable insights for aspiring tech-savvy accountants. Client onboarding is a critical aspect of any accounting practice, and Kellie Parks seamlessly incorporates her tech stacks into this process. Tune in to discover her strategies for onboarding clients, even those who may not be fully comfortable with technology. The conversation takes an exciting turn as Kellie discusses the ongoing battle of Accountants versus AI. Delve into the reasons why accountants should embrace AI as an essential ally rather than a competitor. Kellie even shares the intriguing story behind her nickname for ChatGPT – 'Chazz.' AI is more than just a buzzword for Kellie; it's an integral part of her business. She reveals how she harnesses the power of AI to streamline operations and boost efficiency. Prepare to be inspired as she explains why accountants should not only embrace AI but also learn how to prompt it effectively. Curious about how industry giants like Intuit plan to integrate AI into their software? Kellie Parks provides insider insights into Intuit's AI roadmap, shedding light on what the future holds for accounting professionals. Security is paramount in the digital age, especially when dealing with AI. Kellie offers invaluable advice on how to keep your clients' information secure while working with AI. She also raises essential concerns about sharing client data in the AI era, encouraging caution and vigilance. This episode is packed with thought-provoking discussions, practical tips, and Kellie Parks' visionary approach to accounting in the digital age. Don't miss out on this illuminating conversation on "Building the Premier Accounting Firm." Tune in now and elevate your accounting game!    Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kellie Parks Kellie crafts processes and automation for future thinking accounting professionals who believe in the mightiness of online technology. She wants every accounting professional to love running a cloud-based business as much as she does. The keys to embracing the cloud are effective best practices, consistent communication and efficient processes, systems and workflows, which is why she has dozens of pre-built templates to take the pain of creating optimization in your firm off your plate. Certified or partnered in over a dozen cloud applications, she’s also a proud member of the Intuit International Trainer Writer Network and the FreshBooks Partner Council. Kellie is a runner, water/snow skier and live-music fan. She is always wondering what you would do more of - outside of work - if processes, automation & apps gave you your life back!?   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Accounting and bookkeeping workflows and templates at a discount:  15% off all templates Code: UNIVERSAL - Go here and SAVE    Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Join us as we revist this conversation from September 2022 On this week’s podcast, Roger Knecht interviews finance expert & CFO Andy Cristin, who has over 30 years of experience in the commercial sector, both working for and running businesses.  They talk about Andy’s journey from working in the commercial sector to starting his own business with Andy giving valuable advice to anyone looking to start up their own business.  They talk about the importance of the CFO in the business and how as a CFO you can take your client’s business to a whole new level by identifying key performance indicators they should be watching, budgets, and forecasts to help them manage their cash flow better and how accountants can take up the advisory role for their clients.  Andy also discusses key concepts from his Amazon best-selling book, The Profit Mindset. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Andy Cristin Andy Cristin is a finance director and CFO with over 30 years of experience in a broad range of commercial organizations based in the UK, Europe, and the Middle East. He qualified as an accountant while working for a major UK food distributor moved to a European vehicle logistics business and then to a privately held business in the technology sector. During his career, he’s worked for 11 different start-ups, three of which grew from nothing to become multi-million-dollar turnover businesses as well as being an adviser. He has been in the business himself, Co-founding a B2B service with a serial entrepreneur. They grew the business from 0 to $1,000,000 profit with zero to 50 employees in less than five years. The company was built with a sell in mind, and they achieved an average profit multiple in a sale to a French multinational company. Andy is the author of Profit Mindset, which is an Amazon number one bestseller and was shortlisted for the business of Book Awards. The book is designed to help business owners improve the finance side of their business. He is also a regular contributor to various business-related publications outside of work and he lives in Chelmsford UK with his wife and two university-age children. He is a keen sports fan, lifelong Liverpool supporter, and a regular spectator at Lords and Wimbledon.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Andy’s new book and special offer for our listener’s: He is happy to make available a pdf copy of his book “The Profit Mindset”.   He says that anyone can connect with him via Linkedin and request a copy by messaging him directly and mentioning this podcast, “Building the Premier Accounting Firm” with Roger Knecht.   He is also offering a copy of his newest ebook called “Notes from a Small Business” which can be downloaded from his website https://www.pareto-fd.com   Be sure to also take advantage of this offer to receive the following training: For FREE, The Turnkey Business Plan for accounting professionals Strategic Selling &  Selling with Confidence And for FREE as well, this webinar addresses online marketing such as leveraging your social presence to get the clients you deserve.  You’ll also learn how to automate the entire process from marketing to sales.  Don’t miss this information-packed webinar to help you get the clients you deserve.   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide CFO & Advisory services as the premier accounting business today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   Become a Profit & Growth Expert for your clients offering quality CFO and Advisory services.  Learn how to best market, sell, onboard, and fulfill long-term engagements following the Universal Business Builder Model.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast, and please share any suggestions you may have.  We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this captivating live video episode of "Building the Premier Accounting Firm," your host Roger Knecht engages in a thought-provoking conversation with the esteemed Mark Kohler, a distinguished lawyer and tax advisory expert. As the Founding and Senior Partner at KKOS Lawyers, a prominent law firm specializing in tax, legal, wealth, estate, and asset protection planning, Mark brings a wealth of knowledge and insights to the forefront. In this episode, Roger and Mark delve into Mark's unique dual journey as a lawyer and accountant, unveiling the pivotal moments that shaped his illustrious career. Exploring the landscape of tax law, Mark Kohler dispels common myths and misconceptions surrounding tax lawyers. With his experience as a trailblazer, he provides invaluable advice on navigating the challenges of establishing a successful firm. Drawing from his early experiences, Mark imparts invaluable lessons learned while setting up and growing his own business, offering guidance to aspiring entrepreneurs. He also provides insights into the process of hiring the first set of employees and how he cultivates a harmonious team environment. Mark talks about the contrast between niching and a broader approach, as he shares his candid views on why he chose not to confine himself to a single niche. Diving deeper into the world of tax planning and preparation, Mark eloquently distinguishes between the two and underscores the importance of offering advisory services. He also addresses the reluctance among accountants and tax preparers to present new strategies to clients, offering practical strategies to overcome this hurdle. A highlight of the episode is Mark's breakdown of the "trifecta strategy" – an innovative approach that revolutionizes tax strategies. Mark articulates its significance and how it empowers professionals to navigate intricate tax landscapes effectively. Mark breaks down the art of designing consultations tailored to individual client needs, and why fostering trust and enduring relationships with your clients is important. Mark also delves into the factors that hinder accountants and offers strategic insights to rejuvenate practices and boost profitability. Tune in to this illuminating episode of "Building the Premier Accounting Firm" as Roger Knecht and Mark Kohler unravel the complexities of tax law, business strategy, and the path to building thriving client relationships. Whether you're an aspiring accountant, seasoned professional, or simply intrigued by the world of finance, this episode promises to leave you informed and inspired.   Sponsors: Mark’s tax advisory training Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: I don't have anything to sell other accountants.  I would love folks to subscribe to my newsletter on Substack.  This is a great resource for bookkeeping professionals that you want to subscribe to today.   You also need to get the Turnkey Business Plan for accounting professionals.  From marketing, pricing, to offering quality services this is a must have outline for you to follow as you work on your business to have the premier bookkeeping, accounting and tax business in your area.  Get it for FREE Now!   And don’t forget to receive your  FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Join us as we revist this conversation from August 2022 This week, Roger has a chat with certified tax planner and tax issues expert Dominique Molina.  They talk about how you can realize your full potential as a tax planner, getting beyond tax preparation and tax planning for your clients and how you can save your clients money through advisory services. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dominique Molina Co-Founder and President of the American Institute of Certified Tax Planners Editor-In-Chief, Thinking Outside The Tax Box Dominique is an accomplished keynote speaker, teacher, best-selling author, and mentor to tax professionals across the United States. She frequently appears in print, television, and radio programs, including CNN Money, and was named one of the 40 Most Influential Accountants by CPA Practice Advisor Magazine. Dominique is the co-founder and President of the American Institute of Certified Tax Planners. She trains and certifies CPAs according to her own high standards for advisory excellence and tax reduction goals. In 2009, Dominique began to create an elite network of tax professionals including CPAs, EAs, attorneys and financial service providers who are trained to help their clients proactively plan and implement tax strategies that can rescue thousands of dollars in wasted tax. AICTP’s growing network of tax professionals successfully reaches over 300,000 entrepreneurial businesses throughout the country with Dominique having licensed over 800 tax planners, both nationally and internationally. Prior to founding the American Institute of Certified Tax Planners, Dominique successfully established her own practice, a San Diego-based, full-service tax, accounting and business consulting firm, serving hundreds of business owners and investors across the country. Preceding this, Dominique assisted a variety of clients for the largest independently owned CPA firm in San Diego. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Check out the American Institute of Certified Tax Planners   Turnkey Business Plan, Strategic Selling & Selling With Confidence   Webinar: Universal CRM     For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another captivating episode of "Building the Premier Accounting Firm." Host Roger Knecht engages in a thought-provoking conversation with none other than Ryan Lazanis, the brilliant mind behind Xen Accounting and the driving force steering Future Firm. As an advocate for revolutionizing accounting practices, Ryan's insights are a goldmine for accountants and entrepreneurs aiming to scale their firms systematically while enhancing their quality of life. They start by unraveling the core of Ryan's coaching passion, exploring the roots of his drive to help entrepreneurs not only succeed but thrive. The converstion transitions to a transformative shift in entrepreneurial priorities as they discuss why mental health is taking precedence over relentless pursuit of financial milestones. They delve into the mental health challenges entrepreneurs often face. Ryan, drawing from his vast experience in coaching entreprenuers, sheds light on the common issues and shares strategies to effectively cope and conquer. Ryan's guides us through how to manage mental health as an entrepreneur; from systematizing services to reduce stress and manage client expectations, to mastering the art of saying 'no,' setting boundaries, and embracing delegation. Work-life balance takes center stage as Roger and Ryan discuss transitioning from a workaholic mindset to embracing self-care without guilt. Ryan's insights echo the significance of seeking help during rough patches and fostering a support system. Ryan and Roger explore the benefits of prioritizing lifestyle quality in your business approach and talk about the categories that require attention when evolving a business into a lifestyle-centric model. The conversation turns toward technology's role in shaping the future of business, underlining the importance of adaptability in staying relevant. Roger elaborates on instilling accountability in AI for accounting accuracy, and the discussion culminates with insightful guidance on embracing technological advancements to elevate your firm. Tune in to this episode of "Building the Premier Accounting Firm" to witness the dynamic exchange between Roger Knecht and Ryan Lazanis. Their conversation isn't just about accounting—it's about embracing change, fostering well-being, and achieving holistic success in the ever-evolving world of business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest : Ryan Lazanis, CPA Ryan Lazanis, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates over 8,500 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching membership. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Ryan sends a weekly newsletter to over 8,500 firm leaders who want exclusive tips & tricks to design & implement an online, scalable firm of their own. Newsletter sign up - https://futurefirm.co/newsletter/   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Join us as we revist this conversation from 2022 where Roger interviews sales guru Merit Kahn; CEO of SELLect Sales Development, Emotional Intelligence coach, key-note speaker, and part-time stand-up comedian.  You’ll learn all about Sales and Marketing your business the right way. Current trends in this topic i.e. Sales Funnels & Lead Magnets. And all the elements you’ll require in order to sell your products or services properly.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Merit Kahn Merit Kahn is the CEO of SELLect Sales Development, an Emotional Intelligence Expert and Certified Speaking Professional. For 20+ years she has worked with salespeople, entrepreneurs, professionals and business leaders who are frustrated because… Their ideal prospects were not receptive to their offers They struggled to reach their aggressive sales goals The pace of change meant always being in catch up mode There was never time for creating innovative ideas Profit margins were slowly shrinking Employees were overworked, over tired and overwhelmed Merit is also the author of- Myth Shift: Challenging The Truths That Sabotage Success,  Co-host of ‘The Smarter Sales Podcast’ and for fun does stand-up comedy as a hobby.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get your Sales SWOT on Steroids resources TODAY  You’ll also want to get your free copy of Profit First And lastly we have a FREE copy of this book that all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another episode of "Building the Premier Accounting Firm" hosted by Roger Knecht. In today's conversation, Roger sits down with Mike Jesowshek, a tax expert with a strong focus on tax preparation and planning for business owners. Mike's mission is to simplify complex IRS rules and help hard-working business owners minimize their tax burdens, allowing them to enjoy the rewards they've earned. Join us as Mike shares his journey into the world of accounting and how he found his niche in tax planning and preparation. Gain insights into the clear distinction between tax planning and tax preparation, as Mike breaks down these two crucial aspects of financial management. Explore the realm of tax strategies as Mike discusses his top go-to methods for optimizing tax outcomes. Uncover the unique strategy some business owners employ to maximize deductions by involving their children in their operations. Delve into the core strategies for effective tax planning and discover additional avenues that businesses often overlook when aiming to maximize deductions. High-income individuals, especially accredited investors, can benefit from Mike's strategies tailored to their unique situations. Mike also reflects on the concepts of being rich versus being wealthy, offering a thought-provoking perspective on financial success. Learn when it's appropriate to seek external counsel and what factors to consider when selecting the right advisors for your business. Mike also shares why he transitioned from the world of accounting and tax to embark on a podcasting journey? Gain insights into his motivations and values that drive his business approach, steeped in authenticity and integrity. As the episode draws to a close, Mike imparts valuable advice on exit strategies, an often underestimated aspect of business planning. Tune in to this episode of "Building the Premier Accounting Firm" for a wealth of insights that business owners, entrepreneurs, and anyone interested in financial growth will find invaluable. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mike Jesowshek, CPA Mike’s mission is to help hard-working business owners overcome complex IRS rules and over-inflated tax bills so they can enjoy the fruits of their labor. This is how the Small Business Tax Savings Podcast was born.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Your Tax Saving Headquarters! Every week, we show you exactly how to reduce your tax bill and pay the least amount of taxes legally possible. Hosted by Mike Jesowshek, CPA, this quick-hitting Podcast gets you real tax-saving results without all the fluff.  Listen in to the Podcast: https://www.taxsavingspodcast.com/ Also, take some to and see what it means to become a Professoinal Tax Preparer, PTP.  Have the confidence and competence to offer quality tax planning and preparation services for individuals and businesses.  This designation (PTP) is worth your time.  Check this out NOW!   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Join us as we revist this conversation from 2022 where Roger Knect has a conversation with Allison Williams about ways to systemize your work for efficiency, the three key things to look out for in order to hire the right person and business principles that are effective for running a business.  With experience helping solo and small firm attorneys grow their revenue, crush problems in business and making money, Allison shares business principles that she has found to be applicable to the law firm and can be applied to accounting professionals.    Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Allison Williams Allison Williams, known as the Law Firm Mentor, is the owner of two successful companies. She is Founder of Williams Law Group, a full-service family law firm where she is a Fellow of the American Academy of Matrimonial Lawyers, is Certified by the New Jersey Supreme Court as Matrimonial Law Attorney and is certified by the National Board of Trial Advocacy in Family Law. After taking Williams Law Group from start-up to a multi-million-dollar business in 3.5 years, she created a second business, Law Firm Mentor, where she provides business coaching services for Solo and Small Law Firm attorneys helping them grow their revenues, crush chaos in business and make more money.   This business was born out of her success in business, including winning the LawFirm500 award, ranking 14th of the fastest-growing law firms in the nation, being named a Stevie Award Finalist for Female Entrepreneur of the Year in 2017 and in 2018, being voted as NJBIZ’s Top 50 Women in Business and designated one of the Top 25 Leading Women Entrepreneurs and Business Owners. The motto of Law Firm Mentor is #NeverStopGrowing!   An international speaker in the field of child abuse and neglect evidence and trial practice, Ms. Williams has appeared on the Katie Couric show and has published articles in the Huffington Post addressing issues of child maltreatment. She has been selected among her peers as one of the Top 100 Super Lawyers in New Jersey and has been voted by her clients as one of New Jersey’s Best Lawyers for Families.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Allison provides a chance for you to listen to her podcast,  The Crushing Chaos with Law Firm Mentor podcast. on your preferred platform.   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this engaging episode of "Building the Premier Accounting Firm," your host Roger Knecht sits down with Meryl Johnston, a Chartered Accountant, investor, and the visionary founder of Bean Ninjas. Join them as they dive deep into Meryl's remarkable journey, unveiling the secrets behind her thriving accounting firm and her invaluable insights for aspiring entrepreneurs. The episode begins with Meryl sharing her inspiring accounting journey, revealing the pivotal moments that ignited her passion for the field. Meryl candidly shares how she started her company Bean Ninjas, the challenges she encountered, and the invaluable lessons she learned while establishing her business. One of the highlights of the podcast is Meryl's captivating account of the "7-Day Start-Up Methodology," the very strategy that enabled her to secure her first client within an astonishingly short span of time. Learn the invaluable tips and tricks on how to kickstart your own business efficiently and effectively. Meryl narrates her path to finding her niche, and sheds light on why she eventually specialized in e-commerce. Merely and Roger break down some of the advantages of niching, as Meryl provides valuable advice to entrepreneurs seeking a focused direction for their businesses. Meryl discusses the process she underwent transitioning into a part-time role in her company, and how she aptly prepared her clients for her absence. Listeners will benefit from her expertise in handling business continuity and client relations. The episode also delves into Meryl's unique approach of granting her employees equity in the company, offering a fresh perspective on incentivizing and nurturing a dedicated team. For those looking to enhance their marketing strategies, Meryl shares insightful tips tailored to new accounting businesses. Her candid revelations about marketing mistakes she encountered along the way will resonate with entrepreneurs striving to grow their clientele. Not only that, but Meryl also divulges her go-to lead-generation strategies, equipping listeners with powerful tools to expand their customer base. As the conversation takes a personal turn, Meryl bravely recounts her battle against cancer, sharing her journey of resilience and the profound lessons she learned during that challenging time. Her experience offers wisdom and encouragement for others facing adversities. Offering sage advice for entrepreneurs considering stepping away from their businesses, Meryl's wisdom on maintaining a balanced and fulfilling life will resonate with listeners seeking a harmonious work-life integration. The episode concludes on a high note as Meryl introduces her very own podcast, "Lifestyle Accounting," explaining its purpose and how it complements her mission in the accounting world. Meryl provides intriguing insights into international markets, offering keen observations on bookkeeping and accounting nuances and commonalities across borders. Tune in to "Building the Premier Accounting Firm" with Roger Knecht and indulge in an episode brimming with entrepreneurial revelations, business acumen, and the spirit of perseverance.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Meryl Johnston Meryl is a Chartered Accountant and investor. She founded Bean Ninjas in July 2015 with $1,000 following the 7 Day Startup methodology. Now 8 years later the company operates in Australia, the US and UK and has a distributed team of 30 people. After 6 years as CEO, Meryl stepped into a part-time advisor role at Bean Ninjas and has a leadership team running the day to day operations. She is now focused on her podcast, the Lifestyle Accountant Show, and investing in businesses in the accounting industry.  On the weekends Meryl can be found surfing at a local Gold Coast beach or hanging out with her partner and two daughters.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Check out the Lifestyle Accountant Show podcast https://www.lifestyleaccountant.co/ or connect with Meryl on LinkedIn - https://www.linkedin.com/in/meryl-johnston-3a483728/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Join us as we revist this conversation from 2022 where Roger interviews Laura Shepherd, accounting professional & owner of My Top Bookkeeper, a platform that offers full-charge bookkeeping services. Roger and Laura discuss accounting and bookkeeping as she shares her 8-step accounting process that can be used to market and sell accounting services, and the benefits that accountants and bookkeepers can experience while using this process & much more. Perhaps it is time we consider ways to simplify accounting for our clients to help more of them use the information we are providing to more intelligently run their businesses. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Laura Shepherd Laura Shepherd is the owner My Top Bookkeeper.  My Top Bookkeepers provide full-charge bookkeeping services by using the Accounting Cycle and GAAP guidelines to produce, explain and substantiate our results. That's a fancy way of saying that when it comes time to put your financials in front of your CPA, lender, investor, IRS, etc, you can have confidence in the results because we know they are right. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take a moment and do a self -assessment of your accounting knowledge, technical skills and business experience.  This is quick and easy but also informative: https://forms.gle/AQdGLFY4LBUADvdr8 Benchmarking a business’ financial performance to it’s industry standards can be very helpful to find areas of improvement within a company.  See what you can do as an accountant to leverage this powerful tool as you work with your clients.  BizBench may be the solution you need to take your client relationship to the next level.  See how accounting professionals are using this report with their clients today: https://bizbench.com/#   Become a profit & growth expert The Profit & Growth Expert (PGE) designation is unique within the accounting profession as it demonstrates proficient skills necessary to offer quality accounting services coupled with with CFO and Advisory work.  See what you can do to increase your average revenue per client while improving your client relationships and retention as a Profit & Growth Expert. Get a FREE copy of these books that all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals     For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Join host Roger Knecht in this engaging episode of "Building the Premier Accounting Firm" as he sits down with the one-of-a-kind rapping accountapreneur, Scott Scarano. Tune in to discover Scott's inspiring journey into the world of accounting, and how he's shaking up the industry with his unique and edgy podcast, "Accounting High." In this episode, Scott shares the origins of his accounting career and the passion that led him to become the host of the groundbreaking podcast, "Accounting High." Learn what sets his podcast apart from the rest and how it stands out with its distinct approach, blending education and entertainment like never before. Listeners will gain valuable insights from Scott's podcast as he delves into the best takeaways, offering practical advice and knowledge that can help both aspiring and established accountapreneurs elevate their game. Uncover the soft skills that are often overlooked in traditional educational settings but are crucial for success in the world of accounting entrepreneurship. Scott sheds light on the skills that aspiring accountapreneurs should master to excel in their careers. Delve into Scott's process for building a successful accounting firm and learn about EOS (Entrepreneurial Operating System) and its vital role in shaping and optimizing businesses. Scott offers an exciting sneak peek into his upcoming book about running an accounting practice, giving listeners something to look forward to and empowering them with knowledge and strategies for growth and success. Stay ahead of the curve as Scott discusses upcoming changes that will revolutionize the accounting landscape, altering the way things work in the industry. Get a glimpse of the future and prepare for what's to come. Discover the fascinating world of rap accounting and how Scott's passion for music and creativity have contributed to his upcoming book. Understand the similarities and differences between rap accounting and conventional accounting, and see how he uses this unique form of communication to educate, entertain, and engage his audience. Explore the ways in which rap has become an effective learning tool for Scott and others, revolutionizing the way accounting knowledge is shared and absorbed. Gain valuable insights into work-life balance and the challenges Scott has faced while juggling his professional and personal life. Learn from his experiences and find inspiration to maintain equilibrium in your own life. Understand the role Scott plays in his business now that he has stepped away from the daily operations. Learn how he built confidence in his employees to effectively run the business and ensure its continued success. Explore the process of transitioning employees and clients as Scott stepped away from the business, and how he continues to manage client relations effectively. As the episode draws to a close, brace yourself for an extraordinary rap performance from Scott, leaving you inspired and entertained. Join Roger Knecht and Scott Scarano on this incredible episode of "Building the Premier Accounting Firm" as they unveil a world of innovation, creativity, and entrepreneurial wisdom that will leave you motivated to reach new heights in your accounting journey. Tune in now and stay ahead in the ever-evolving world of accounting and entrepreneurship!   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Scott Scarano Scott Scarano is an eccentric entrepreneur with the heart of a lion and the soul of a housecat. He loves approaching problems from a different perspective and analyzing solutions—his “Why” is empowering all growth-minded entrepreneurs to thrive and prosper. Scott did the school thing and has the credentials, but his real value comes from his questioning mind and ability to push through any adversity. Scott is the founder of Accounting High which is the premier practice management podcast for tax and accounting firms. Join him for some fun and oftentimes colorful conversations about the accounting and tax industry as the next generation of professionals questioning the state of the accounting and tax industry.  Scott lives in Raleigh, bleeds Carolina blue, and dedicates himself to his astonishing wife, Juana, and their three surprisingly intelligent kids Julia, Frankie, and Arya.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Join the Accountant Bracket Challenge aka "ABC March Appness" enroll today to nominate the top 5 accounting platforms that make your accounting life better! Bracket.accountinghigh.com Listen to Accounting High Get the Turnkey Business Plan for accounting professionals.  Take the time to consider your business plan.  It is here you’ll consider everything from marketing and sales, to pricing, offering quality accounting services and more.  These are the steps to having the premier bookkeeping, accounting and tax business in your area.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

In this episode of Building the Premier Accounting Firm, our esteemed host Roger Knecht sits down with a marketing guru and Amazon Best Selling Author, Marco Salinas. Co-authoring a book with the legendary sales and personal development consultant, Brian Tracy, Marco brings a wealth of knowledge and experience to the table. In this captivating conversation, Roger and Marco explore the fundamentals of marketing, providing you with a clear understanding of what marketing truly entails. They highlight the power of content marketing and offer practical advice on how to effectively implement content strategies in your own business. Discover the content marketing techniques that both Roger and Marco employ, giving you actionable tips to enhance your firm's visibility and attract your target audience. As Roger shares his invaluable marketing rules of thumb, you'll gain exclusive insights into effective marketing practices for your accounting firm. Marco also uncovers the best platforms for networking, while also exploring both traditional and modern-day marketing approaches. He reveals his marketing background and areas of specialization, providing you with real-world examples of how to leverage your expertise for maximum impact. Ever considered publishing a book to establish yourself as an authority in the field? Marco and Roger dive into the process of starting your book project, highlighting the right way to write and publish a book that positions you as an industry leader. Learn the art of using books as lead generators, unlocking their potential to attract high-quality clients and solidify your reputation. Marco breaks down the nuances of ghostwriting and co-authoring, offering you a comprehensive understanding of how both approaches can work for you. Discover the benefits of each method and learn how to harness them to your advantage, whether you're seeking to build credibility or expand your audience. Lastly, Marco shares the individuals who have significantly influenced his career and the invaluable lessons he has gained from them. Prepare to be inspired as he recounts his personal journey and imparts wisdom that you can apply to your own professional growth. Join Roger Knecht and Marco Salinas in this thought-provoking episode of "Building the Premier Accounting Firm," as they unravel the secrets of marketing, content strategies, book publishing, and personal development. Get ready to transform your accounting firm into a powerhouse of success. Tune in now and unlock the key to achieving your business goals.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Marco Salina Marco Salinas is an Amazon Best Selling Author and has co-authored a book with the legendary sales and personal development consultant Brian Tracy. He is a long time student of Marketing Legend Dan Kennedy and is a Media and Publishing Consultant himself, having previously hosted a radio show on 930AM the Answer in his hometown of San Antonio, TX and has been interviewed on local TV news affiliates in Houston, San Antonio, and Austin. Marco is now a podcast producer and host at Business Innovators Radio Network helping small to medium sized businesses to grow through various strategic media marketing assets.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: In today’s conversation it was mentioned you should consider reading Winning through intimidation   You also may want to become the expert, the authority on your topic of choice as an author.  Consider working with Marco to experience his “done for you publishing - https://expertpublishing.associates/   Or would you like to Co-Author a book to help you get the accounting clients you deserve!  Perhaps Co-author a book to help you offer CFO and Advisory services as the Profit & Growth Expert to your clients.  Check out this amazing opportunity to Co-Author with Roger Knecht. Your Strategic Accountant, co-authored with YOU! Your Profit & Growth Expert, co-authored with YOU!   And don’t forget to get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book Profit First - Transform your business from a cash-eating monster to a money making machine using this proven system. Offer CFO and Advisory services with confidence and competence following the Universal Business Builder process.  As a certified Profit & Growth Expert you will help your clients apply the principles of Profit First & Value Builder as you apply the CFO Project processes.     For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Join us as we revisit this great conversation from Februrary 2022!   This week, we're joined by Terrell Turner, an accountant, entrepreneur, and ghostwriter for Fortune 500 executives and companies. Terrell shares his fascinating journey, from his early beginnings in accounting, to his role as a ghostwriter for some of the biggest names in the business world, and his decision to leave the corporate world behind and become an entrepreneur. He'll also reveal the secret to his business growth - the power of communication - and explain why he's targeting law firms as his primary clients. Roger & Terrell also discuss in-house staffing versus outsourcing and how Terrell helps his staff grow with the business, leading to increased loyalty and reduced redundancies. Get ready for an enlightening and thought-provoking episode on 'Building the Premier Accounting Firm' with your host, Roger Knecht.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Terrell Turner Terrell Turner is an accountant by trade but an entrepreneur by passion. He started his career in public accounting but moved through several corporate finance roles, including being what he calls a ghostwriter for fortune 500 executives. In April of 2020 he started the TLTurner Group, a firm focused on providing bookkeeping and CFO services to Law Firms while also hosting 3 different podcasts.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: I would like to tell people about my company's new newsletter called "Profit Secrets" . It's all about taking the lessons learned from big business strategies and breaking them down on a practical-action-based level for small business owners. It's CFO insights for small businesses that can't afford to hire a CFO.  Also consider listening to Terrell’s podcasts that he also hosts:  Show for small business owners - "The Stuff Your Accountant Isn't Telling You"  Show for accounting and finance professionals - "The Finance and Accounting Show" Lastly, consider adding to your suite of services that of CFO and Advisory work as a certified  Profit & Growth Expert   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Join us this Wednesday for a new episode where Roger discusses prioritizing profit with Rocky Lalvani.  

Join us this Wednesday for a new episode where Roger discusses the self employed life with Jeffrey Shaw.  

Welcome to the latest episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger talks to Shlomo Freund, a seasoned entrepreneur and investor with 18 years of experience. Shlomo shares his inspiring journey of entrepreneurship and his experiences running a remote business. He highlights the upsides and downsides of working remotely and provides valuable advice on how to work remotely with family. He also discusses how working remotely with family benefits the kids and provides insights from his personal experiences of working remotely and traveling around the world. Retirement is an important topic for entrepreneurs, and Roger and Shlomo dive into what retirement means for entrepreneurs and how to deal with it. They also talk about the value a financial planner brings to the table and how accountants can help clients prepare for financial freedom. And on the subject of attaining financial freedom, they discuss the topic of diversifying your investments as Shlomo opens up about his niche website venture. If you're an entrepreneur or small business owner looking for advice on running a remote business, preparing for retirement, or diversifying your finances, this episode is a must-listen. Join Roger Knecht and Shlomo Freund as they share their expertise and insights on "Building the Premier Accounting Firm". Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Shlomo Freund Shlomo is a seasoned entrepreneur with 18 years of experience and a passion for helping others reach their financial goals through niche website investing. He has been an investor since 2006 and has a proven track record of success, starting with stocks and later expanding into international real estate and crowd investing. Shlomo is also a location independent professional and has built a lifestyle that allows him to work remotely and travel with his family. He is a proud father of three young girls, aged 7, 2 and 2.5 months, and is currently homeschooling them while on their workation adventures. In addition to his personal experience, Shlomo offers coaching and consulting services to individuals through his company Free Financial Self (www.freefinancialself.com), looking to invest in niche websites, as well as businesses seeking to grow through website acquisition. With his expertise and passion for the industry, he helps clients align their financial goals with their lifestyle aspirations. You can reach Shlomo directly either on Linkedin or Twitter Sponsors: Universal Accounting Center ●        Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Learn how to organize your finances to reach financial independence faster. freefinancialself.com/UAC. Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: ●        “in the BLACK, nine principles to make your business profitable” – e-book ●        “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals     For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Join us this Wednesday for a new episode where Roger discusses niching, automation, and virtual teams with Chris Hervochon.