Have you ever asked yourself the question, “am I enough, good enough” or “am I deserving”? These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don’t need to persist. Let’s discuss the emotions many individuals experience as they start and build their accounting business.  This can range from insecurities that may include social anxiety, depression, imposter syndrome and beyond.  It’s more than understanding and identifying them, let’s also discuss coping and dealing with each.  Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses. Learn what you can do to be in business for yourself but not by yourself.  There is no need to experience this journey alone and feel as if you are re-inventing the process when running a successful accounting business. Don’t miss this important and powerful discussion! Consider this, are you at peace with yourself as you work to help others?  Wow that is a great question to ask. Then enjoy the conversation as Robyn and Roger discuss other relevant topics that you’ll find interesting.  Sit back, get a drink and listen in. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Robyn Mons Robyn Mons is a certified Life and Weight Coach.  As a professional, wife and mother, she understands the challenges that come with balancing these three and the mental blocks that keep you from taking the action you desire.   Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage your brain is the most important thing you can do to create the lasting results you want in your life.  Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible.  Her greatest joy is to watch her clients grow and evolve into who they most want to be in the world. Robyn currently lives in Riverton Utah with her husband, Tyler, 4 kids ranging in ages 9-20 and her codependent pup, Dirk the Doodle. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Learn more about the coaching offered with Universal Accounting Center and Robyn Mons to help you have the confidence to run the premier accounting firm in your area.  Meet the Universal Accounting Team! Take the next step to receive what you want in business. Also, join us for GrowCon to work ON your business and become the premier accounting firm in your area.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Bobby and Roger have a timely discussion about industry trends and why they are relevant to know as accounting professionals.  From marketing and sales to get the clients we need to grow the business to then working with them as their CFO and advisor. It all starts with a genuine curiosity for business in general.  From that we are able to then use industry research to have the edge in business advisory services. You’ve heard it before, information is power, in fact it is the path to asking the right questions. Elevating your accounting services to also include part-time CFO & advisor for your accounting clients is that next level you are looking for to get paid what you are worth. Are you ready to benchmark industries with confidence?  It starts when you are ready to put the puzzle together as it relates to your client’s business. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Bobby Martin Bobby Martin is co-founder and CEO of Vertical IQ, a leading provider of Industry Intelligence that helps sales and marketing professionals better understand a prospect’s or customer’s business challenges before, during, and after sales meetings. His focus is on advising and selling to small- and medium size business owners, business leadership, and digital transformation. He is currently an active angel investor and advisor in several innovative start-ups. Through his experience of starting and selling a sales intelligence tool to Fortune 500 firm, Dun & Bradstreet, he’s learned first-hand the challenges and solutions at each stage of entrepreneurial growth which has led to his book, The Hockey Stick Principles. He is a frequent speaker on subjects such as Industry Intelligence, Sales Readiness, and Change Management. Vertical IQ has the insights accountants and financial advisors need to provide their clients with guidance informed by the latest industry data. Your small to medium-sized business (SMB) clients look to you for sage advice on the financial drivers impacting their businesses. With Vertical IQ’s Industry Intelligence, you can offer tailored recommendations and become an invaluable asset to their business.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Join us for GrowCon, the event for accounting professionals to work ON their business.   Offers: Bobby shared with us the value of asking the right questions and having access to the executive summary for each industry empowers you to be that expert as you speak with business owners.  I invite you to take advantage of this opportunity to receive a FREE demo and learn how you can help your clients using this amazing tool: https://verticaliq.com/universalaccounting/ And don’t forget to access the free monthly industry updates In addition to this incredible information, you can also use BizBench to benchmark your client’s data to their industry standards.  Using this report, you’ll have the resources you need to advise your clients with confidence and competence. Set up a time now to learn how you can use this report in your business to improve your marketing to grow the business as well as offer additional services to get you paid what you are worth as a Profit & Growth Expert. Go HERE to schedule a FREE Demo of BizBench. Lastly, be sure to get your FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Here’s an episode you don’t want to miss. Shannon and Roger discuss the challenges that owners of accounting firms face as they work to offer quality accounting services profitably.  For example, is it effective to be everything to everyone when running the business? Sometimes we get too busy and forget we always have a choice! They address mindset and why having an abundance mindset is so important as it effects marketing, sales, pricing, client retention and so much more. In fact, you’ll want to understand what Shannon refers to as the Four “C’s” and how they apply to your accounting business as you work ON your company. Another topic of interest is our “impact”, what it is we are doing to give back and why it is something you should consider. Oh, and you need to hear what Shannon has to say about Hummus.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Visit Renew Group and see what you can do to work ON your business and while there feel free to reach out to speak with Shannon.  It’s as simple as More Profits & Better Clients. Also, become an Accountrepreneur and aid your clients as their Profit & Growth Expert. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Imagine offering bookkeeping services on the side, over weekends and weeknights, and having the success to replace the day job income and then deciding to not only do it full-time but also now work to replace your spouse’s income and bring them home to be with the family.  DONE, Tiffani did that and so much more!  It was because of the freedom and flexibility that come from running her own business she was able to meet the needs that arose when growing the family having twins as well as homeschooling her children. Consider the lessons the children are learning as they witness her success in business.  Amazing life lessons and insights that are hard to teach. Hear what Tiffani and Roger discuss and how it relates to the daily challenges we all face as accounting entrepreneurs.  For example, what are the common emotions individuals experience when starting a business?  Trying to balance the good and bad to stay focused and passionate about the work is key to success.    Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Tiffani Higgins, CPA Tiffani Higgins is a CPA, mom of 5 and former bookkeeping business owner. After 4 years of experiencing all the amazing benefits that a virtual bookkeeping  business provided to her family (unlimited vacation time, ability to travel, no need to budget, upgraded lifestyle, brand new car, house with a pool and tennis court, paying off debt, etc) she decided to launch the Stay-at-Home Bookkeeper Academy where she could teach other busy moms to follow in her footsteps and create their ideal lifestyle so they could have their cake and eat it too. This allows families to build wealth while still getting to experience every one of their children’s milestones. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Whether you are considering the opportunities associated with starting a bookkeeping business with little or no experience or are ready to build a large accounting business with staff consider following the Turnkey Business Plan for accounting professionals. With Tiffani’s help see what more you can accomplish reaching out to the Bookkeeper Academy and there check out the Elite Mastermind program.  Take the time to schedule a free strategy session. Check out these resources: Website: stayathomebookkeeper.com Facebook group: https://www.facebook.com/groups/HYCAEIT Find Tiffani Facebook: https://www.facebook.com/tiffanihiggins53/   Get the Turnkey Business Plan for accounting professionals.  This is the free course to help you plan your success offering quality accounting services.  Here you’ll learn the 4 keys to your success related to marketing & sales, pricing, fulfillment and so much more.   Also, don’t forget to get your FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must have addition to every accountant’s library to provide 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!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Hear how April started her journey into business and how it was influenced by her faith in God which ultimately blessed her life in unexpected ways. Each of us have unique stories to share and April’s is amazing and faith promoting. Are you listening to your inner voice? Learn what she has done with confidence to define her offer is such a way that it is clear and concise what the client is receiving and can expect when working with her. It’s her confidence that brings clarity to her messaging.  In the end, she provides her clients peace of mind when it comes to the financials associated with their business. Listen to this uplifting discussion that Roger and April have. April shares work / life balance insights as well as marketing tips to help grow the business. Enjoy 😊 Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: April Pinheiro My name is April Pinheiro. I’m a work-from-home mom of two adorable children Grey and Grace. I have a deep faith in God, which lead me to becoming a bookkeeper. I started in the bookkeeping industry as a night auditor for hotels. Basically, every night I would balance the daily books for the hotel. I did this for about ten years. I took some time off to have my son and daughter, and then in 2019 God lead me to my first client. I officially opened my business in 2020 and have been working exclusively with trades businesses since. We recently became Pure Bookkeeping Certified and now happily tote “Audit Proof Bookkeeping for the Trades”. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: There is a Turnkey Business Plan for accounting professionals to have the premier accounting firm in their area. Learn the 4 things you need to know to start and build your business with confidence. From marketing to sales, pricing and client retention you don’t want to skip this business building course that you can access for FREE.   With that in place, “nothing happens until you have a sale”! From marketing to sales there is a place to start and then a way to nurture your contacts to become paying clients. Leverage your online presence and automate the system to get you the clients you deserve. Attend this powerful and educational webinar to get you the tax and accounting clients you want.  Register NOW and get ready to take some good notes.   Lastly, your success is based on your ability to do the work efficiently and profitably.  See what you can do to leverage technology using a proven tech stack for accounting professionals.  It’s the Virtual Bookkeepers Roadmap. April also shared how she is using Pure Bookkeeping to manage her business.  See what that involves and consider it for your business.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Stacey and Roger have a great discussion to remove some of the fog surrounding marketing and sales efforts to grow your business and get the clients you deserve.  As accountants we can track out efforts, the Return On Investment (ROI) based on time and money, so what should we be doing? From prospecting efforts to referrals, this is a thought-provoking discussion that you don’t want to miss. Listen and find the holes that may exist in your marketing and sales process so you can plug those holes and get the clients you deserve. It’s time to leverage the power that comes with a referral.  Get better qualified introductions and more of them applying these principles that Stacey shares.  These are actionable things that we can do today and build into our business sales process. You’re going to love this. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Stacey Brown Randall Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Grow Your Business podcast and national speaker. She has had the privilege of helping well-known corporations and franchises, but her focus is on small business owners, solopreneurs and sales professionals. Stacey’s programs are uniquely tailored to help you take control of your referrals, your client experience and crush your goals. Stacey has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, CEO World, Fox News and more. She received her Master’s in Organizational Communication and is married with three kids. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take advantage of Stacey’s FREE, 9 Question Referral Ninja Quiz – www.staceybrownrandall.com/quiz or www.referralquiz.com See how you can climb the 3 levels to become a master level referral generator   As you work hard to get the contacts, prospects and referrals learn what you can do to leverage a tech stack to manage them.  There are proven processes you can follow to nurture your leads to become you new clients.  This is a webinar you don’t want to miss.  REGISTER NOW and see how you can automate the steps to build your business with the accounting and tax clients you deserve.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal.   Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777  

Think of it, finishing college, working within the community, and then starting your accounting business. Trokon shares with Roger what it took to get the confidence and competence to start the accounting business.  He points out the 3 things that made the difference to insure his success in the first year.  It’s like a franchise without the royalty fees. Trokon is quick to point out that getting clients is priority #1.  Hear the mantra he uses to stay focus and make sure it is a win/win relationship when working with a client. In the process the discuss the Imposter Syndrome and how he was able to work past it to offer his clients the quality accounting services he knows they deserve and get paid what he is worth. This is a fun and informative episode you don’t want to miss.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Trokon Pope Trokon Pope is the owner of TRP Accounting Services LLC located in Hightstown, NJ. Trokon is a Certified Professional Tax Preparer, Profit & Growth Expert, Intuit QuickBooks Online Advanced Certified ProAdvisor, Certified Life and Business Coach, and Fathom Advisor. He is a father of three, soon-to-be four, loving boys and the husband to his life partner Deyonna Pope, who is the co-owner of C.O.D.E. 2.0 located in Burlington, NJ. He graduated from Thomas Edison State University located in Trenton, NJ in 2020 with his BSBA in Accounting Studies and opened TRP Accounting Services in September of 2020 which in its first year of operation generated over $60,000 in gross revenue. TRP Accounting Services currently offers bookkeeping, tax planning/preparation for business and individual income tax filers, monthly expert consultations, and many more accounting services. He currently is the Northern Regional Director of Partnership for Successful Living which is a not-for-profit that provides Support Coordination Services to individuals born with a developmental disability. He has been in leadership positions for over 15 years and excels at creating efficient workflows, policies, and procedures. As an accountant, Trokon enjoys working with small to medium size businesses that provides services. His goal is to assist new and current business owners with getting a better understanding of their business’s financial position so they can make better business decisions.    Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to become the premier accounting firm in their area   Offers: Become a Professional Tax Preparer!  Get the training, certification and coaching to offering quality tax planning and preparation services.  Learn what you can also do to automate your market efforts to get the clients you deserve.  Attend this Marketing Webinar & Training Now for free! In addition to offering quality accounting and tax related services you need to also enlighten your clients with CFO Advisory and Coaching Services.  See what you can do improve client relations and retention increasing the revenue per clients as a Profit & Growth Expert. 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”   For Additional FREE Resources for accounting professionals check out this collection HERE!    Remember this, Accounting Success IS Universal.   Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

This is an episode you don’t want to miss.  Tyler has a fascinating story to share.  From the stable corporate job to joining the wife in her accounting business. Roger and Tyler have so much to cover as they discuss: Developing a virtual accounting business, never meeting the client and many of the staff in person but working with them remotely Prequalifying potential clients for consideration.  Although he runs a virtual business he still understands is needs to be personable and based on relationship building We all know this, finding quality staff is a challenge but then we also need to train, manage them while bringing them into the company culture.  Listen as Tyler shares his onboarding process with new employees using a system that is recorded and set for every employee experience. Now let’s talk tech stack, what are the tools to consider in the business to work efficiently and be productive. But what does a successful virtual accounting business look like: Of course we need to offer quality accounting services along that include CFO advisory for the clients to be a full-service accounting firm. You need to consider niching the services offered, picking an industry and then you’ll realize the benefits it brings to the firm and the clients.  Hear the 3 things Tyler feels it helps you achieve! When it comes to marketing he makes a great point, ask yourself how does marketing compare to fishing, knowing the catch and using the right bait? Tyler’s advice, beginning with the end in mind.  What are you really trying to accomplish? Define your scope of services and be willing to say no! In this episode they also does how accounting is changing but not going away, this is still and always will be relationship based.  Just remember to adjust your mindset from a large corporate world to running a small business. You’ll want to hear this amazing discussion with a successful accountant. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Tyler Otto Tyler D. 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 client’s 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 doing 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 business 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: Whether you are starting or ready to build your accounting business, this is the Turnkey Business Plan course designed to help you plan and work ON your business addressing some key areas that need your attention such as marketing, selling, pricing to offering quality accounting services.  Go here to take this course for FREE! Also, when it comes to technology and automation, we need to consider how each can be leveraged to help find and nurture your potential clients.  This is a must-see webinar to help you understand what you can do to get new clients and be paid what you are worth.  Grow your business today applying these important lessons within your company.  Register NOW for this webinar and get the accounting, bookkeeping and tax clients you desire applying prove processes and systems that are effective and inexpensive.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Beyond the work we do and the accounting reports we create we need to find out and understand how useful the information is to our clients.  Think about it.  What are they really paying us for?  In fact, what are we doing to generate for them a 5 Star Experience? Roger and Tyler have an interesting discussion that we each should consider as we remember what our relationships are and should be with our clients Listen and learn the 3-step process to improve client appreciation and retention.  You’ll want to be ready to take some good notes. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Tyler Small Tyler has created learning experiences for over 100,000 people, published 2 books, hosted over 50 podcast episodes, and has coached hundreds of leaders. He specializes in coaching "numbers people" to build better business relationships. He is the founder and CEO of “The 5-Star Approach”. The mission of “The 5-Star Approach” is to catalyze one million 5-Star Relationships. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Reach out to work on your personal and professional relationships, Tyler is offering a complimentary 15-minute consultation that you don’t want to miss. You can sign up by visiting www.5StarApproach.com today!   Leverage your marketing efforts using technology to get the clients you deserve. This is a webinar you don’t want to miss. From marketing to sales there is a turnkey process you can use to improve your tax, bookkeeping and accounting client acquisition to get you the work you need and get paid what you are worth. Register and Attend NOW!   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Do you know the 4-part questions to use to determine if someone qualifies for the R&D tax credit? This conversation with Adam and Roger is going to be enlightening both personally and professionally.  I’m sure you’ll get some great notes from this. Also, how many of this have said to our spouse “Heh Hon, I’m going to start a business, “trust me I have a plan”, there’s this opportunity and I know what I’m doing? As accounting professionals, it makes sense we’d create the business plan & proforma.  But what happens when things don’t go as planned?  Are you ready to pivot and following the numbers?  Marketing can change so we need to be ready and willing to go where the clients are. Adam shares some great ideas and shares some good examples. Enjoy this next episode of this podcast, building the premier accounting firm! Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Adam Farnsworth, CPA Adam Farnsworth has been working as a CPA since 2015 after he completed his master's degree at the University of Utah and his undergraduate degree at Colorado State University. As the founder of Leaf Specialty Tax Consultants, he has built a team that saves companies millions of dollars annually by identifying tax credit savings. Leaf Specialty Tax Consultants was born after founder Adam Farnsworth saw a need for businesses to have a better way to access and claim Research and Development (R&D) Tax Credits. Across the United States, companies are using innovation, technology, and research to make the world a better place. By creating a consulting business for R&D Tax Credit, LEAF wants to provide a way for businesses to have the advantage of a tax credit expert to provide computation and substantiation guidance surrounding Section 41 of the Internal Revenue Code (IRC) and affiliated code sections, court cases, regulations, and affiliated state tax credits. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Speak with Adam regarding the possibilities related to R&D tax credits.  You can reach him directly or schedule a time that is convenient for you at: https://leaftaxconsultants.com/contact-us/ https://calendly.com/afarnsworth-1/r-d-tax-credit-free-consultation   Book recommendation mentioned in the discussion, A legal guide to research and development by Alex Sadler. Off quality tax services becoming a certified Professional Tax Preparer, PTP   As you work ON your business consider applying the proven principles from The Turnkey Business Plan for a successful accounting, bookkeeping & tax business.  Creating your proforma.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Do we really understand the purpose of the US tax code?  Often our clients are frustrated with the laws and how it affects them individually. Can you explain to them why it is and how they can legally minimize their tax liability?  Steve & Roger have an informative and fun discussion about starting a tax career, the struggles opening a tax business and the successes that followed.  This is a journey you need to hear. Listen for how you can also become a professional and accessible as a tax preparer, it’s what our clients need.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Stephen M. Moskowitz Steve Moskowitz knows that clients’ lives – and livelihoods – can be upended or even destroyed when tax trouble arises. As a tax attorney for more than 30 years, Steve has made it is his personal mission to help business owners and individual clients successfully resolve tax issues and go on with their lives. With extensive knowledge of tax law, a desire for swift and vigorous defense, and decades of experience with tax authorities and in the courts, he has an unusually perceptive judgment in assessing the best way forward, and the right resources to achieve resolution. Steve started Moskowitz LLP because he saw that while big corporations were consistently navigating the tax code to their advantage, smaller businesses and individuals were not. With prior experience as a CPA at a national accounting firm, and with extensive experience in the corporate world, Steve knew he could help smaller businesses and individuals by applying what he knew, and wanted to make the critical difference in businesses and individual lives that protected them from the powerful government and enabled them to keep and enjoy the fruits of a lifetime of work that otherwise could be taken away from clients by the government in just one action. Today – together with a full team of tax attorneys, CPAs, enrolled agents and other professional staff – Moskowitz LLP helps business and individual clients across the country and overseas to resolve a wide variety of tax matters. The Moskowitz LLP team also creates strategies to utilize the tax code and relevant treaties to clients’ benefit, and provides ongoing tax support and tax return preparation. Steve understands that clients need high quality representation but do not have unlimited budgets, and that cost predictability is important. Unlike most firms, their clients pay a flat fee and are not subject to hourly rates. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Reach out to Steve directly with any questions you may have.  He’s offered to help Accounting professionals with your legal questions:  [email protected] OR call 888-tax-deal   It’s also time to become a certified Professional Tax Preparer, PTP.  Get the training and certification to show you are proficient in tax planning and preparation for both individual and business returns.  Also gain the confidence to start and build your business offering quality tax services.  Realize this, you can be in business for yourself but not by yourself with Universal.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

For Shannon working with clients involves more than just providing quality reports, it’s doing so much more than the client initially expects. Listen as Roger and Shannon consider what bookkeeping is today and how it can be so much more when we consider engaging with clients as their CFO, advisor and coach.  Ask yourself this, what perspective do you bring to the relationship and what suggestions do you offer? Moving beyond bookkeeping, accounting to offer CFO related advisory and coaching services is a continuous and deliberate exercise. Consider pricing your services profitably, over delivering and so much more. This is a conversation you don’t want to miss.  Get ready to take some notes. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Shannon Beck Shannon Beck is the President of Professional Accounting Solutions, Inc. Shannon is a Management Accountant, a Professional Bookkeeper, and a Profit Expert. He graduated from Brigham Young University in 2001 and co-founded his company in 2004 with his wife Tina who is the Vice-President and CFO of Professional Accounting Solutions. He has served as an official judge for Grow America Ventures to support entrepreneurs and he hosted his first event with Billionaire Alan E. Hall as his keynote speaker. He has been running Professional Accounting Solutions now for 17 years. Shannon loves working with small to medium size businesses who want to increase financial performance. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Professional Accounting Solutions is offering a 30-Minute Q&A Consulting Session on “How to obtain higher quality clients to get paid what you’re worth.” Learn how to confidently and competently offer quality accounting services at a price you deserve. Get better quality clients and spend less time working.    Visit their website at www.TheProfitExperts.com or email [email protected] to arrange for a 30-minute Q&A Consulting Session.  Each 30-minute Q&A Consulting Session is $150.00.  However, if you schedule your Q&A session using the Promotional Code: ProfitExperts365 you will get a 50% discount on your first 30-minute session.    Also get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book   Lastly, get the support you need to be in business for yourself but not by yourself with Universal.  This is The Advanced Coaching for accounting professionals.  The mentoring, support and coaching owners of accounting business need!     For Additional FREE Resources for accounting professionals check out this collection HERE! Join us for our next LIVE event, register Today!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

We each have our story and Lindsay is no different.  Bookkeeping at age 12, death of a spouse, starting college late and opening her bookkeeping business while in school.  She has done so much and is willing to share. Lindsay and Roger discuss the experiences we have in life and what we can do to make lemonade.  We all have choices to make and opportunities to embrace.  Listen as they cover what clients need to receive from us as bookkeeping experts to retain them.  Also pay attention to the two sales tips. You don’t want to miss this great episode. Also listen for the special offer related to tech stacks and the use of automation to nurture your leads to become clients. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Lindsay Kline Lindsay Kline is the President of her bookkeeping practice, Sakline (suh-kline), Founder of the Bookkeepers Club networking group, and the host of the By the Books podcast. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: As mentioned, we’d like to also Invite to listen to Lindsay’s podcast, By the Books on: Spotify Apple Google YouTube   Also, how are you leveraging your social media presence, developing your tech stack to automate your tasks related to marketing and sales to building your list of clients?  Great questions!   Don’t miss this informative webinar to help you understand and apply proven principles to get the clients you deserve and get paid what you are worth.  LISTEN NOW to this great presentation!   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

After years of service in the military and life experiences Richard shares what he has learned and how it applies in business.  This is a great conversation and adaptation that we all need to hear. Listen as Roger discusses with Richard the two things that he feels he learned from his military service that he applies daily in his life personally and professionally.  He is spot on! They also share their thoughts related to helping and serving others.  How it is fulfilling and why we should each find opportunities to give back. Lastly, you need to hear about the Universal CFO Simulator and how it can help business leaders, accounting professionals learn how to apply strategic business principles in practice and then in real life.  You are going to love it.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Richard Crawshay Richard is a Senior Business Executive with 40+ years of experience in general management, operational management, business transformation, program management, outsourcing & organizational leadership. He has been a British Army Officer, a management consultant, an IT executive, and a High School science teacher and is currently the Chief Commercial Officer for PBS. He has worked on 3 continents, operated at account, country, sub-regional, regional & global levels in both the private and public sectors. He has demonstrated significant success in turnaround situations and transformation initiatives with an emphasis on effectives and efficiency. Colleagues would characterize him as an inspirational leader, ambitious but loyal with a laser focus on results and adept at creating the conditions for their individual and collective success. He has honed his skill in being able to rapidly structure problems, design solutions & then implement them. He lives in SW Ontario in Canada with his second wife Maria and has 3 adult children from his previous marriage. He is a keen daily runner who enjoys snow skiing and reading. Company Summary - At ProfitAbility we accelerate performance by providing highly engaging, competitive and unpredictable learning experiences which prepare people to solve real problems. We don’t teach. We don’t do case studies. We don’t do slideshows. We rapidly enable people to “learn by doing”. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Experience the art of business participating in the Universal CFO Simulator.  This is a fun, interactive course for business leaders and accounting professionals to learn and apply strategic business principles.  In addition to learning these important elements of business you’ll also participate in a competitive game as you apply what you learn as a team of business executives.  Register NOW using this coupon cfo50 and get ready for this amazing training.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Why is it we each enjoy a great story?  From plays, to shows and movies we are drawn to stories we relate to, in fact, we are especially drawn to those we can see ourselves relating to the heroes. So how does this apply to marketing accounting services? Listen as Aleya and Roger discuss a proven framework that you can apply story telling principles to the narrative we tell in our marketing to help clients relate better to what we do and how in time it can benefit them. It’s time to grow the business, help the clients we have and empower them to become the heroines they are.  So, which mentor or guide are you for your accounting, bookkeeping and/or tax clients? Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Aleya Harris Aleya Harris, CPCE is a powerhouse Storybrand Certified Guide, empire-building owner of Flourish Marketing, award-winning marketer, sought-after speaker, mic-drop copywriter, and woo enthusiast. She’s committed to helping entrepreneurs get out of the never-ending grind so they can tap into their heart’s purpose and live a life that uplifts their soul. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Book Recommendations: The Hero with a Thousand Faces ·       Unleash the Power of Storytelling: Win Hearts, Change Minds, Get Results   Be sure to learn and apply the principles found in the Turnkey Business Plan to help accounting professionals have the premier accounting firm in their area.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Listen as Alyssa shares her story along with the lessons learned to build a successful accounting business. Alyssa and Roger discuss the unforeseen challenges and the corresponding solutions to address each.  From workflow, systems to client relations and everything in between. Consider this, finding someone to be front facing and interacting with clients in a way that meets our expectations and standards can be a hard, but they do exist.  We can build a business that thrives without us working within it doing the day-to-day tasks. Sit back and enjoy the conversation in this next episode of “Building the Premier Accounting Firm”.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Alyssa Lang  Alyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes. As a result, they can run their practices on autopilot, stress less and save time!   After being in the accounting world for five years, Alyssa struggled with streamlining her practice. She felt frustrated and nervous and couldn’t sleep at night not knowing where her client work would come from. She was overwhelmed by all the daily tasks, lost track of work and just couldn’t keep up.   Alyssa hit a wall and decided to make a change, so she started to automate her practice by creating workflows, systems, and processes. She was then able to run her practice and take on more clients, scale and provide excellent service in the process! These days Alyssa’s a full-time educator. She’s also an Asana Certified Pro and her courses and resources have helped hundreds of bookkeepers and accountants worldwide!   Fun fact: Alyssa’s a certified skydiver and is obsessed with great white sharks + is mildly OBSESSED with Deadpool!   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Click HERE to register for the Breakthrough for Bookkeepers & Accountants group coaching program that will begin its first cohort on November 1, 2021. This program is meant to help bookkeepers and accountants to scale bigger, hire better and breakthrough to the next level. We will be providing weekly coaching calls with myself and my team, there will be a program included, homework reviews, detailed assets to use to build next level systems and operations for their firm. The intention of this program is to help gear them to creating a firm that can run without them.  Also learn more about the tech stack you should be using to effectively market your business to get the clients you deserve.  Attend this information packed webinar which is the Turn-Key System to get tax and accounting clients.  In it you will learn how to leverage your online presence to get new clients.  There is a Turnkey Business Plan for accounting professionals to help you run a success Virtual Bookkeeping business.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

There are 3 key elements when explaining accounting services so that business owners can understand the value of the work we do, and Ken helps us understand why we need to emphasize each of them in our marketing. As Ken and Roger speak, we are also reminded that this is a personal business.  Even more important than the accounting skills we use to take care of our clients it’s the relationships we build that are equally important. Consider this, Ken shares an interesting perspective, think of tax like this: “Taxes I like the report card on the test you took last year.” So with that in mind, how do you work with your clients to help them score the best they can year after year. Listen in and enjoy this next episode of Building the Premier Accounting Firm. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Ken Mann ​Ken Mann, along with his wife Gina Mann, EA, CFP®, own Freedom Financial Solutions LLC. Ken is a Profit & Growth Expert, helping his clients to increase their profits, reduce their taxes, so they can have money in the bank when they need it. Ken and Gina specialize in small business 100% accounting and IRS/NYS tax problem representation. Ken is an Intuit Certified QuickBooks ProAdvisor in both the desktop and online versions. Ken does private QuickBooks training, company setup, and specializes in catch-up and cleanup projects. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: In the episode we heard Ken share they have been leveraging Facebook to grow the business and get clients.  It’s intentional and deliberate. Just this last year, 40%+ have come from Facebook alone. Learn more how you can use social media to get the tax and accounting clients you deserve.  Understand how an effective accounting tech stack can help you automate the process and manage the leads you receive through the nurture process to become paying clients. Attend this Strategic Webinar TODAY! This is just part of the journey of becoming an Accountrepreneur.  Ken was great at sharing his journey from tax specialist to becoming a bookkeeping and QuickBooks Specialist.  See how this also applies to your journey as you build the premier accounting business in your area. Also, join the community of accounting professionals within Facebook in this closed group, the Accounting & Bookkeeping Tips group.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Let’s do the math, identify the opportunity, and determine the how best to complement the accounting services offered to profitably meet the demand. When working with small business owners it’s often assumed that payroll will be included as part of the accounting services provided, so what is your answer or solution? Often, cash flow management and payroll are the two most common challenges faced by business owners.  Are you prepared to meet that demand to grow your business and get the clients you deserve? Let’s talk about a tech stack and love languages. This is an episode you don’t want to miss.  Listen as Scott Nelson and Roger Knecht discuss the business of accounting in a new light.  This is one you’ll enjoy! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Scott Nelson Scott is a pioneering leader with a rare gift for connecting people together to accomplish unique and exciting tasks. He has successfully founded a socially beneficial investment fund, raised over $600,000 for charitable organizations, and launched no less than seven different community groups. Professionally, Scott uses his pioneering leadership to create partnerships with accounting professionals and their firms, helping them to launch or grow their business through Patriot’s software. Patriot provides fast, easy, and affordable accounting and payroll software for small businesses and their accountants. Why? After a rough start-up experience, Patriot knows firsthand what small businesses need in order to break through and achieve success. So Patriot created a software service to help you keep the two things you don’t have enough of–time and money. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Patriot is best known for its payroll software and is growing rapidly through its partner program for accounting professionals. See why so many accountants and bookkeepers choosing Patriot today! Take the time to review the Turnkey Business Plan for accounting professionals. As such you’ll see how to effectively start and build the premier accounting firm in your area.  In addition to the obvious also consider becoming for your clients a Profit & Growth Expert.  Learn the effective ways to market and sell accounting service to go your business with new clients.  Also go beyond traditional accounting services to also become for your clients the trusted strategic advisor they need today, their Profit & Growth Expert. Mentioned in the episode is the book “Love Languages”, understand YOUR love language preference today! Also Leadership and Self-Deception, what are we really doing and saying. For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Each of us have experiences in our lives that give us a unique perspective that we can bring to business.  For some, it’s our past and passion that lead us to niches that allow us to do what we enjoy and get paid doing it. Katie has done just that. Listen as Katie shares her story that combines health, sports and of course accounting. Katie and Roger have a great discussion that also focuses on the support and empowerment that can come for working with a coach.  It’s wrong to think something is broken to need a coach.  As in sports, a coach is there to help make something better, to provide perspective, focus and accountability which can accelerate success. You don’t want to miss this episode. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Katie Swanson, CPA CVA Katie Swanson, CPA, CVA is the founder of Change Collaborative. She believes fitness business owners should leverage tech-driven data to build a strong financial core and financial plans that guide them in bulking up business health. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Katie has offered her time to speak with those interested.  Take a moment to ask some questions and get some insights related to your business with this opportunity.  Go HERE for a Free 15-minute call.   Also, find out more how and what coaching is available to help you work ON your business to have the premier accounting firm in your area.  Advanced Coaching is a program to help you be in business for yourself but not by yourself with Universal Accounting.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

As accounting professionals, we each need to find the time to “sharpen the saw” to offer the quality accounting services our clients expect. Listen as Rob and Roger discuss each and how they apply to your business as you work to have the premier accounting firm in your area. This is a great conversation that is both personal and professional.  Rob and Roger open up, share some insights that might surprise you as they cover some perspectives on life that really do matter.  Consider it a moment to reflect and apply some life lessons in business. In addition to the 5 skills also listen as Rob then shares 3 things we each need to be. Enjoy. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Rob Brown Rob Brown is a renowned MC, facilitator and chair of virtual and in-person panels, conferences and events globally for the accounting/fintech profession. He is host of the popular Accounting Influencers podcast which interviews top accounting/fintech leaders and influencers about what makes good accountants great. After Covid hit, he chaired 24 virtual panels with leaders of global accounting networks/alliances to discuss the key issues and challenges (these are all on Youtube). He is co-founder of the Accounting Influencers Roundtable (AIR) mastermind group and his company the Business Development Academy, trains accountants to win business. He is the bestselling author of Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You' has been viewed 250K times on Youtube. Rob is a committed Christian, has a black belt in kickboxing, plays chess, loves orange chocolate, is allergic to grapefruit and plays four musical instruments to a decent standard.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Accounting Influencers podcast, that Rob hosts with Martin Bissett.  You can also listen and subscribe to it on the usual iTunes, Spotify etc Letting the good ones be great TedTalk – The Personal Brand of You Be sure to also follow the Turnkey Business Plan for accounting professionals.  This course is designed to give you the steps, processes and strategies you need to consider to build your business such as: Marketing & Sales Pricing Services to offer And more!   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

As accounting professionals, we have opportunities to determine the value of our client’s business but also work with them to increase it’s worth.  Let’s consider not only why but how we can help them work ON their business. Listen as Bharat and Roger discuss the things that establish the value of a business but how we can better bring value to the services we offer. Bharat also shares two things we need to consider that impact dramatically the valuation of a company today that we should all consider.  Get ready to take some great notes.  This will apply to you and your clients. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Bharat Kanodia, ASA Bharat Kanodia has appraised over 2000 businesses and signed off on assets worth $2.6 trillion in value. He has appraised unique assets like the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, Brooklyn Bridge, Mirage Casino LV, among many others. Bharat is the Host of the YouTube channel “What’s it Worth” & Founder of Veristrat, a company that helps startup founders and VCs by telling them what their companies are worth. He lives in the San Francisco Bay area with his family and enjoys sailing, golfing, skiing, and horseback riding.   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 follow Bharat on YouTube and Subscribe to his channel: See what a CPA firm is worth! Also follow him on: http://www.instagram.com/whatsitworthtv https://twitter.com/whatsitworthtv http://www.facebook.com/whatsitworthtv http://www.veristrat.com With that you also now need to get your Business Score.  After completing this online questionnaire you’ll receive a detailed report outlining the 8 drivers that determine the value of your business along with an initial valuation of your company.  See now what your company is worth and what you can do to increase its value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

What are some of the additional services that accounting professionals can offer to complement the compliance work we do? Listen as Roger and Jeff discuss how a 1031 Exchange is a perfect solution for many and one that accountants can help facilitate.  This is one service that is a value add that we can charge accordingly. Learn what, when and how a 1031 Exchange is beneficial to some of our clients. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jeffrey Bangerter Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement. Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License. He empowers clients with knowledge to help make smart informed choices as they enter their Golden Years, making things easy to understand so it becomes clear the direction that should be taken. His goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care. His clients know his team is committed to provide the best solution for their individual situation utilizing our Social Security Planning and Retirement Planning software together to make sure they do not have a point in life where they run out of money. Jeffrey has been seen frequently on Sacramento’s ABC and CBS affiliate TV Stations, providing timely financial information in an easy-to-understand format. Jeffrey has been a resident of Orangevale, CA for over 25 years. When not helping clients increase their confidence about their financial futures, he enjoys boating with his children and grandchildren, traveling, learning something new or spending time with his wife on their Harley. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a complementary copy of Jeff’s book, “Are you tired of Tenants, Toilets & Trash”? Become a Profit & Growth Expert helping business owners with the most common challenge they face, cashflow management.  Learn how to offer advisory or coaching services with confidence.  Within this program we’ll cover marketing, selling, pricing, onboarding as well as client retention.  This is a must do for every accountant, CPA, EA, etc. offering such services.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777  

Hindsight being 20/20, from a young age the path to accounting was there but Teena took the long round to find her place.  After working hard, not receiving the benefits, financial rewards and recognition it was time to start her own business.  Who knew it would be this good? Listen as Teena shares with Roger the freedom that comes from creating her own business.  What running her own company has meant for her both personally and professionally.  The trust that she has from her clients is liberating. She recognizes that the hard times have made the difference allowing her to step outside her comfort zone and become more than she felt possible. In the end hear what she feels made the different, the two things that gave her the strength needed to succeed. This is a genuine story you need to hear. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Teena Chandler Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take the time to learn & apply the Turnkey Business Plan for accounting professionals to have the premier accounting firm in your area. Become a certified Professional Bookkeeper (PB) to offer quality accounting services.  Learn the 3 most common scenarios when onboarding new clients and how to best manage them. Understand and experience in a fun and interactive way the complete accounting model.  Understand it in a way to help you better communicate with your clients with Color Accounting. Work with a business coach and find a mentor to help you work ON your business as you apply the principles of MAP in your business.  Get access to successful accounting professionals and speak with your peers.  Don’t leave your success to chance accessing this Advanced Coaching. For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

If you’re going to take a class, why not go all the way? This is a great conversation that Jenny and Roger have, one that many of us do as we consider how we see ourselves.  In so many words it is our mindset.  When do we go from doing a job to being a professional?  What does it really mean to refer to yourself as an accountant verses someone doing accounting or a tax preparer to an Enrolled Agent, a Professional Tax Preparer. Listen as Jenny shares the shift from being risk adverse to becoming an accountrepreneur.  She also discusses the change that comes when you go from bringing in a supplemental income to the primary income in the household. Topics covered also include: Running the business as an introvert Generating leads and managing them through to becoming clients / customers Listening to clients, when they feel heard they feel important Happy clients are loyal clients – to build your business you need to make them happy Enjoy this great episode to help you build the premier accounting firm in your area. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jenny Beynon Jenny has a bachelor’s degree in accounting and more than a decade of experience as a tax preparer and accountant. She is an active Enrolled Agent, which means that she is unrestricted in which taxpayers she can represent before the IRS. As a trained tax strategist, Jenny helps small business owners and individuals keep more of their hard-earned money. Her personal experience as a business owner gives Jenny a unique perspective on the challenges that many businesses face. She lives in Riverton, Utah with her husband and the youngest two of five children. Jenny likes to throw herself into whatever project she is working on, whether that is finding the best way to help her clients save money on their taxes or refinishing furniture in her down time. She puts her all into her work. Paramount is a professional tax and accounting firm that utilizes licensed professionals to provide valuable tax and accounting services to individuals and businesses. Paramount Tax and Accounting was first opened in Utah in 2008. As the business grew, the founder of the company needed help managing his workload. Jenny was the first preparer he hired to help manage the tax prep load. She then moved from tax prep into administrative accounting and bookkeeping. Several years later after experiencing exponential growth, the owners of Paramount Tax and Accounting decided to franchise the business to allow others the opportunity to achieve success under the Paramount brand. In 2019 Jenny purchased Paramount Tax and Accounting – West Jordan. The first tax season open for business was the 2019 tax return season in 2020 which created many challenges and the need to pivot in offering online and hybrid tax preparation. Having made it through this challenging first year, the 2020 tax season was a relief. Learning to network with others in different fields and take advantage of the opportunities to have their help was instrumental for a successful 2nd tax season. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Attend this LIVE webinar to learn what you can do to effectively use technology to marketing and sell your accounting services efficiently.  This is a MUST DO for anyone working to grow the business and get the clients you deserve.  Register now this The Turn-Key Process To Get 2-5 Accounting Clients (& 70-80 Tax Clients) Every Month Offer quality accounting services as a certified Professional Bookkeeper, QuickBooks Specialist and Professional Tax Preparer.  Get the training, certification, coaching & support to be in business for yourself but not by yourself with Universal.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Consider this, you need to tap into your inner hairdresser or bar tender.  What in the world could that mean? With that in mind let’s listen in as Lara and Roger discuss “getting social” as you build your business and how it applies in life. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Lara Squires Lara is the founder of Consortium - since 2013 her team has grown to 7 as they work with clients across the UK working professional service such as accountants. Prior to setting up Consortium, Lara was a marketing and Business Development at a regional law firm for 8 years where she was responsible all things related to marketing. She is a fellow of the chartered institute of marketing and as a Chartered Marketer Lara is a keen public speaker.  Something she is proud is the successful group of Ladies Lunch Clubs which are now in their 16th year. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take advantage of this opportunity to speak with Lara to apply these lessons regarding your social media presence in your business.  Schedule a time that works for you by CLICKING HERE.   Roger and Lara also discussed the need for a CRM to manage your contacts.  Find out more what you can do to leverage technology, your contacts and time to get the clients you deserve.  Register now to attend this webinar and learn the BEST PRACTICES used by accounting professionals to grow the business. Register now for this Technology MASTER CLASS   Profit & Growth Expert – transition to include with your quality accounting offerings more advisory and coaching services.  Learn how you can do more with and for your clients.  See what you can do to increase your revenue per client engagement and retain your clients longer. See what you can do to become a Profit & Growth Expert!   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Have you ever wondered if your clients would come back to you?  Do you ask yourself if they understand and see value in the services you offer? Wouldn’t it be nice to have a client say you’re not charging enough? These are the questions Bob would ask himself but then one day it changed. Listen as Bob tells his story, gives great advice and shares the time a CPA, one of his mentors, pulled him aside to give him some clear instruction of what not to lose. All of this happens as Roger and Bob have a great conversation with a hint of comedy in the episode. Enjoy. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Robert (Bob) Wheeler, CPA As a man of true integrity with infectious energy, Bob Wheeler’s crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances. His passion is to help others gain insights about how their emotions trigger financial decisions. Combining finances with behaviors, Bob explores his personal concept of creating a healthy relationship with money in his recent book, The Money Nerve. While strengthening his accounting practice, Bob has simultaneously pursued his love of satire and ventured into the realm of standup comedy. From his thirty years of helping clients, Bob has distilled a concoction of warmth, humor, information, motivation and budgeting directives that he offers to anyone with financial concerns. He is also currently the CFO for The World Famous Comedy Store. Bob’s world travels have led him to high altitudes. He has climbed Mt. Kilimanjaro, ascended to the Mount Everest Base Camp, and hiked several smaller mountains in between. With charm and humor, his experiences on the road, in the office, or running a Greek marathon, feed his wit as a stand-up comic and financial motivator. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Wouldn’t it be nice to worry less about money and focus more on financial freedom?  A healthy relationship with money is freedom. It’s time to become aware of your personal decision-making process in order to create the new financial you.   How emotions underpin our relationship with money (and how that relationship, in turn, affects all aspects of our lives) is the basis of The Money Nerve.     Reconciling your relationship with money allows you to make wiser choices throughout your life.  While you reconcile your relationship with money, you may also discover unexpected benefits in other aspects of your life. Discover Your Money Nerve Embrace your story; own your story. Be willing to accept that you might be partially responsible for your current state of affairs. Acknowledge your goals and make a commitment to go for it. Your Money Nerve may be keeping you from attaining your specific financial goals. As you become more adept at recognizing when your Money Nerve begins to surface, you will become more conscious of its existence. Becoming more aware, you can start to take control and empower your financial life. - https://themoneynerve.com/   Get a FREE copy of each 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!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

It is worth it! Ashley has some powerful words to share when building an accounting business.  First for foremost, invest in yourself, you are your greatest asset.  What do you need to do to improve your worth, the confidence and competence you need to offer quality accounting services?  Listen as Ashley shares the many ways working with a coach helped her grow her business and why you need to as well.  It’s a game changer! Roger and Ashley have a very open and honest discussion about starting and running a business.  The time it takes and the secrets to success. Enjoy the conversation. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ashley Schmitz Ashley Schmitz, the owner of Each Penny Bookkeeping, is a United States Army veteran, married mother of four. She helps entrepreneurs who are frustrated, struggling, and behind in their bookkeeping, to work in their brilliance and not in their books, so you can stop paying your employees, taxes bills, and late fees now.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: How to add $100k to your business, schedule a time to speak with Ashley to get her advice right HERE- See what is referred to as the “Turnkey Business Plan” for accounting professionals.  This FREE course was designed to cover the 4 topics most asked when building the premier accounting firm.  Get ready to take notes and see what you can do to effectively market, sell, price and offer quality accounting services.   There are two essential elements that every coach brings to the relationship.  The ability to ask the right questions and then hold you accountable.  There is a lot in that statement.  See what coaching is available to help you build the premier accounting firm in your area.  CLICK THIS & GO HERE NOW!   Learn how to best use technology to leverage your time and get the clients you deserve.  This is the turnkey process to market and sell your services effectively.  This webinar will cover topics ranging from marketing online using Facebook, LinkedIn, Google Adwords, taking those contacts through a proven sales funnel to nurture them to the point of getting new clients.  This is a MUST ATTEND EVENT so register for this webinar and be prepared to take some great notes.       For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Managing your online presence can be overwhelming.  Listen as Chris and Roger discuss the terms we need to know when creating an online strategy.  First understand the phrases like Search Engine Optimization (SEO) and Search Engine Marketing (SEM) but there are so many more.  Consider using LinkedIn and Google to leverage your website and be the solution your potential clients need. Learn how you can manage your online presence to get clients today offering quality accounting services.  Be the solution your clients are looking for online.  Find your prospects, get the leads you need to grow your business today. This is a conversation every owner of an accounting business needs to hear. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Chris Siebeneck 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 SEO strategy session with website audit and ranking report from Chris TODAY.  https://www.seowerkz.com/chris-siebeneck/    Learn more what you can do to now manage the leads you receive and nurture them effectively to get the new engagement and clients to grow your business.  Understand how you can use technology to automate the lead generation and sales nurture process affordably.  We like numbers, let’s manage our marketing and sales efforts. Register now for this free online training today   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

After a career in accounting, as a controller and CFO, the time came to work with and help small business.  It began simply helping friends and family with their taxes, but the time came to make the leap and do this seriously, treating the hobby and favor as a business. Even when offering quality services there are challenges.  Listen as Fred shares insights and suggestions to progress in your business to achieve your goals.  Fred’s real-world advice, his candor is appreciated as we each work with our clients to help them succeed. It is okay to learn as you go when building your business.  Do not get caught up thinking you can’t succeed and move forward with an abundance mindset.  Care about the people, your clients, and the business will come. Roger and Fred speak openly about client relations and what we each hope to do with them as their trusted advisors.  What is it we can do to help clients understand they are more than a number to us?  Basically we need to be genuinely interested in their company and their wellbeing,  Let us consider ways to be more down to earth with our clients. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Fred Hunzeker, CPA Fred Hunzeker received his BS in Accounting and his MBA both from The University of Utah. He passed the CPA exams in 2013. Fred has 23 years of accounting experience with 16 years in industry accounting and 4 years in public accounting. For the past 3 years he has been growing his private accounting. Fred has had experience in Controller and CFO rolls as well as consulting. He lives in Grantsville Utah with his wife and six children. Company Bio: Fred has been doing taxes for over twelve years. In the past three years he has been in private practice full-time. He provides personal and business tax services, as well as bookkeeping, consulting, cash flow management, budgeting and profitability services.  He also educates his clients how to obtain the right kind of financing to meet their growth needs.  His goal is to make a difference for each of my clients by helping them to understand their tax situation or by helping them to understand their numbers while growing their business.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must have addition to every accountant’s library to provide to have the premier accounting business today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   Consider offering Benchmarking Services.  As a trusted Strategic Advisor accounting professionals have the opportunity to offer comparative financial reports that go beyond traditional trend analysis using the clients’ data.  With BizBench you can also compare the client financials using their NAICS code to show industry and competitor analysis and rankings.  See what you can do to use this amazing tool in your business to get more clients, offer an additional service to get paid more as well as retain them longer thus increasing their Lifetime Value to you. Learn about Benchmarking with BizBench for your clients   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

After a successful career as a CPA, controller and an exit from a business it was time for Andrew to move and start something new.  This was the time to become an entrepreneur.  It was a challenge being enrolled in the “school of hard knocks” but worth it. With that said Andrew shares the best advice he ever got and how it changed his accounting business.  Today he is a force to be reckoned with in his industry of choice as the accounting professional. Learn how these principles apply to you as you run your business and why you may want to also consider this new and growing industry in cannabis, CBD, hemp and marijuana.  Are you ready for an adventure? Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Andrew Hunzicker Andrew has over 30 years of experience in Accounting, Tax, as CFO and Founder of many multi million dollar businesses, as well as the Big 4.  He is a seasoned professional within the industry for more than 5 years, and his goal is to help accounting professionals achieve balance in their daily lives, build thriving businesses, and cultivate the next generation of experts in this thriving industry. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Schedule a time to speak with Andrew.  Mention this podcast and he’ll offer you an hour more of his time to help you get started on the right foot.  Be sure to also follow him on Instagram: @dopecfo1 Be sure to also get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are you must have additions to every accountant’s library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

When offering accounting services do we understand the opportunity we have to become a member of their board of experts?  What does that mean and who does it include? How do the accounting principles we use in business also apply at home and vice versa?  Helping clients realize they can always manage their money better, personally and professionally.  There is a part we can play as accounting professionals that is more than compliancy and financial reports. Listen in as Roger and Greg consider what more we can do to help our clients. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Greg Kesten With 40 years of experience in financial coaching, planning, and counseling, Greg has helped individuals and couples understand what financial freedom is and how to attain it.  His formal education includes a B.A. in Communications from BYU and an M. Ed. in Guidance and Counseling from South Dakota State University.  Greg has taught as an adjunct faculty member at the University of Phoenix, and Salt Lake Community College.  He taught finance, business communication, and psychology courses.  He also taught Leadership Development Skills for seventeen years to Air Force Reserve personnel.  This included workshops on Financial Communication and Financial Planning. He is the author of the book, “Financial Freedom - Finding What Works for You.”  Greg has been featured in numerous interviews on radio and TV throughout the country.  In addition to his Financial Coaching Practice, he is a certified coach in Steven Covey’s “Seven Habits of Highly Effective People.”  Greg incorporates Covey’s core principles in helping clients establish healthy money habits. Greg’s combination of formal education, life experience and financial expertise, allows him to serve his clients with objectivity and reality-based strategies. Greg lives in Salt Lake City with his wife and family.  He enjoys being an active member of his community. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Complimentary Financial Coaching Session: https://www.financialfreedom.co/ Complete this form to schedule your time to speak with Greg Doing so you’ll also get a copy of “Financial Freedom - Finding What Works for You.” The benchmarking software for accounting professional to better advise and coach their clients based on specific actionable items.  Find out how you can leverage BizBench to get paid what you’re worth and bring on new clients. For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777  

Perhaps you’ve heard the business mantra: “under promise and over deliver”.  Maybe you’ve heard again and again how the accounting profession needs to evolve to offer more advisor or coaching services which would compliment the compliance work we perform.  But “what” and “how” may be the questions that remain. Listen as Laura and Roger consider the next steps accounting professionals can take to engage with the clients more, to increase the revenue per client while providing great value.  This is a discussion about the Lifetime Value of a client as well as improved client relations. There is a turnkey process to Implementing Profit First in your accounting business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Laura Elkaslassy Laura Elkaslassy is a certified Profit First Professional. Laura’s passion is enabling business owners to build sustainable businesses through learning how to generate profit, structuring systems for financial success, and earning the income they deserve. She first started using the term ‘Profit Pioneer’ in early 2016 as a way to eloquently define the broad spectrum of services that she provided to her clients. She was previously assessed for her personal leadership archetype and the result: Pioneer Seeker. Which in summary has attributes of trying things first, looking outside of the norm, fiercely adventurous, and sees gifts and strengths in others. All of this is true of her nature when it comes to business and accounting. Exploring and implementing Profit First not only in her own businesses, but for her clients, she has seen tremendous growth, improved management, and inspirational innovation. It is because of this that Laura wanted to see the Profit First movement expand into Australia. As a result, today Laura is the CEO of Profit First Professionals Australia leading the membership of PFPs to bring greater success to their clients and to nurture the PFP community down under.   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 receive your Profit First Instant Assessment: Get a FREE copy of each of two books all accounting professionals should use to offer trusted strategic coaching services and get paid what they are worth.  These must have additions to every accountant’s library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Become a Profit & Growth Expert, prior to helping clients apply the principles from Profit First it’s important to put them in a positive cash flow, thus we need to help our clients and their Profit & Growth Expert.  This all begins with the Universal Business model.  Learn more what you can do to become a Profit & Growth Expert.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

It’s not just what our clients say that matters, it’s so much more than kind words. In addition to the ego boost from our clients’ testimonials are the social proof that is needed to grow the business. Consider the connection that is peer to peer when potential clients hear what other business owners are saying. ‘TC’ and Roger have a great conversation about the power of testimonials and how to get them.  ‘TC’ demonstrates the ease to get the feedback and promotional materials we all need to hear and use to grow our business. Ready, Set, Go – this is an episode you don’t want to miss 😊 Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: 'TC' Teresa Clark ‘TC’ is the Co-Founder and CEO of OnFire Ignites. ‘TC’ can stand for ‘Totally Crazy.’  Her business ideas are as unique and unconventional as she is. She has interviewed over 1000 business owners to get testimonials for companies. Using what she learned, she designed the Secret of Using Your Clients' Words methodology. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of each of two books all accounting professionals should use to offer trusted strategic coaching services and get paid what they are worth.  These must have additions to every accountant’s library to provide the value clients look for 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 Speak with TC and learn more about leveraging testimonials to grow your business with “My Clients Say System” – Schedule a chat to learn more   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Everyone begins and later ends their journey as an accounting professional in a unique way.  Even though many try to be intentional there can be surprises.  Imagine going from accountant to professor and then author.  In fact, consider what you’d say when asked to write Accounting For Dummies.  What would you say? what would you do? Listen as Ken and Roger discuss this exciting career path along with insights related to pricing, offering quality services, engaging more with our clients. At the end of the day, it is all about helping the client make more informed business decisions. Have you considered niching your services, then this is an episode for you.  Don’t worry about being everything to everyone. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ken Boyd Ken Boyd is a four-time Dummies author, blogger, and provides video content (accountingaccidentally.com). Ken is the author of Cost Accounting for Dummies, Accounting All-In-One for Dummies, The CPA Exam for Dummies, and 1,001 Accounting Questions for Dummies. As a former CPA, Auditor, Tax Preparer and College Professor, Boyd brings a wealth of business experience to educating an audience. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Ken has invited our audience to join Conference Room, a free community where he provides content on accounting and personal finance: https://conference-room.mn.co/ If you click on "Explore" and then find "Events" in the left column, you can sign up for the next Ask Me Anything, where Ken answers member questions in a one-hour live chat.   Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This book is a must have addition to every accountant’s library to provide the value clients look for 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 Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777  

Running an accounting business can be overwhelming.  Managing time, identifying priorities, and defining workflows is important. Listen to Roger and Celso reflect on business and how we can work more purposefully when taking care of our clients.  When we work with the intent to be profitable, we can become the premier accounting firm in our area. Simply said, things do not need to be as complicated as we tend to make them as we run our business.  The time is now to explore ways to leverage technology to improve workflow. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Celso Pinto Founder & CEO at Pixie A Portuguese expat in London, Celso worked in senior management at a number of tech companies. Prior to Pixie, he founded GoSimpleTax which led him to learn about the challenges faced by small accountancy practices and their owners. Pixie was built to help small accounting & bookkeeping firms get organised. Their simple-to-use, practice management software allows firms to easily take control and manage their clients, tasks, emails, files and workflows in one app. The team at Pixie are on a mission to help small firm owners across the globe to save time, reduce overwhelm and enjoy the day-to-day running of their business.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Start a 30-day free trial of Pixie, no credit card required, and cancel anytime. Head to www.usepixie.com    Get a FREE copy the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This is a must have addition to every accountant’s library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

There is still, and will always be, an increasing need from business for the accounting professional to step up and help in an advisory or coaching perspective to help owners effectively use the financial information to make more informed decisions. Accounting is more than compliance work. After more than 30 years in the accounting profession Mark and Roger discuss the changes seen and that are coming to the industry.  Listen in and see how this compares to your experience.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Universal Accounting Center Get more with your clients as an accounting professional as an advisor or coach, become a Profit & Growth Expert. Learn more about Universal Accounting International, what is being done to help individuals in Africa to train and certify as Professional Bookkeepers.  See how it is helping the local economies and impowering individuals to have successful careers in accounting. Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These must have additions to every accountant’s library to provide the value clients look for 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 Learn more about what Mark is doing to help the accounting professionals with his business, Ignite Practice Management.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Using the right words can make all the difference when marketing and selling your services effectively.  They could be the difference between success and failure in your marketing. Are we also leveraging technology to find potential clients?  Today there are a number of tools available to help manage, nurture and engage with our potential clients to help them become our next clients. Listen as Chris and Roger discuss new ways to effectively market accounting services. Don’t miss this episode! Also, pay attention to the advice related to working from home.  So good points to consider 😊   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Chris Forsey Chris is the Co-founder of Learner Park Media, a creative agency in Salt Lake City that provides marketing services and solutions to small businesses. He’s been featured on ABC, NBC, CBS, and Fox as an expert in the field of digital marketing and over the last decade has helped hundreds of entrepreneurs successfully market and grow their business. In his free time, he can be found at the lake or on the mountain with his wife and three kids in Salt Lake City, UT.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: UNIVERSAL CRM Take the time to watch Chris go over the various tools, apps etc. that are available to use as we leverage technology to find and acquire new clients. This is a MUST SEE presentation.  Be ready to take some good notes and implement these “best practices” in your business. Watch it now by CLICKING HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

For years Gabrielle has worked in accounting and perhaps has seen it all.  Therefore, it is no surprise when the conversation turns to providing quality services ethically, but what does that mean? Take the time to listen in as Roger and Gabrielle discuss the role of the accountant and bookkeeper. Understand how confidence and competence play into the equation and determine your success. They also discuss how accounting is actually a people business.  The relationships we build with business owners are both personal and professional.  They need our help are want to ask “Therefore, what?” Perhaps the unexpected insight from this conversation is that accounting can and should be “FUN”. Enjoy the episode and be sure to subscribe to the podcast!   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Gabrielle Fontaine, PB, ASBC Gabrielle Fontaine is the founder and manager of Bookkeeping Direct, a bookkeeping firm that has been running 100% virtually since 2003. She is an Advanced Certified QuickBooks ProAdvisor and Accredited Small Business Consultant, as well as a sought-after speaker, author and consultant in the bookkeeping profession. Gabrielle is known for her results-focused online training programs and live webinars on topics such as workflow, pricing, marketing, cybersecurity, and business growth strategy. Her latest classes can be found on the Bookkeepers.com website. Gabrielle also works with accounting technology companies to spark win-win synergy and growth that benefits the entire bookkeeping ecosystem.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Universal Accounting Center Become a Professional Bookkeeper, PB. Then you need to understand how you can transition to offer coaching services as a Profit & Growth Expert.  Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This is a must have addition to every accountant’s library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

When running a successful accounting business there are many tasks needing our attention.  What process can be done to best organize and prioritize each task to know which needs attention to improve the business. Listen as Roger shares best practices and lessons learned after speaking with other successful owners of accounting businesses to understand what you can do to have the premier accounting firm in your area. Apply the principles of MAP in your business to run it more confidently and competently. Determine your priority to next develop your business. Get more clients Offer quality accounting services to increase the revenue per client Work efficiently and profitably retaining clients Your Host: Roger Knecht, president of Universal Accounting Center Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Have you ever asked yourself the question, “am I enough” or “am I deserving”? These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don’t need to persist. Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses. Learn what you can do to be in business for yourself but not by yourself.  There is no need to experience this journey alone and feel as if you are re-inventing the process when running a successful accounting business. Don’t miss this important and powerful discussion! Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Robyn Mons Robyn Mons is a certified Life and Weight Coach.  As a professional, wife and mother, she understands the challenges that come with balancing these three and the mental blocks that keep you from taking the action you desire.   Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage your brain is the most important thing you can do to create the lasting results you want in your life.  Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible.  Her greatest joy is to watch her clients grow and evolve into who they most want to be in the world. Robyn currently lives in Riverton Utah with her husband, Tyler, 4 kids ranging in ages 9-20 and her codependent pup, Dirk the Doodle. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Learn more about the coaching offered with Universal Accounting Center and Robyn Mons to help you have the confidence to run the premier accounting firm in your area.  Meet the Universal Accounting Team! Take the next step to receive what you want in business.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Take the time to listen as Cindy and Roger discuss the opportunities individuals have as they build their premier accounting firm in their area. Cindy brings a fresh new look to the approach of deciding next steps.  She has a contagious personality that is both inspiring and uplifting.  With Cindy it is time to think big, to dream big with considering what we can each do to realize our potential. Here what Cindy has to share to shortcut your path to success. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Cindy Jorgensen Cindy Jorgensen is a woman who knows how to accelerate the success of your business & life.  She is a business consultant with Universal Accounting Center helping other people start and grow their own accounting practices.  As a facilitator and mentor for the “Growing Your Business” program, and a speaker and trainer for Business Success Conference and The Best You, one of the largest business and personal development expos in the world -She’s taught thousands how to create massive recurring income as a respected professional providing a lifestyle most only dream of.   She is a mother of two boys and has worked internationally, teaching English to Chinese children.  Cindy sincerely cares about everyone she meets and this unconditional love she has for everyone around her has rocketed her business endeavors to great heights. She was named one of the six “Most Successful Business Women in Utah” and was one of only 200 out of 500,000 to receive the Women of Excellence award. Appearing on ABC, CBS, and locally on KSL, Cindy has presented at Napoleon Hill’s Think and Grow Rich World Tour in 2019, The Firm Foundation 2020 and has been invited to speak at the “Smart Women Rising” conference in Dubai 2020.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Cindy offers in the episode the opportunity to speak with her directly.  Take some time to share with her your current situation, background and experience, along with your goals and see what she has to say to help you take the next step to have the premier accounting firm in your area. Schedule a time that is convenient for you now:  https://calendly.com/uac-cindy/30min      Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are your must have additions to every accountant’s library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Everyone starts somewhere as the begin to offer quality accounting services. Listen in as Adam and Roger discuss the journey from starting to ultimately having a successful accounting business. Adam shares his journey and offers suggestions.  Also learn about Adam’s niching into the word of cannabis working with both the growers and dispensaries as clients.  It’s a whole new world that is both exciting and challenging but well worth it. Hear a few things you can do to offer quality accounting services in an exciting way. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Adam Syvock Adam has a bachelors from the University of Wisconsin-Milwaukee in 2014 and then enrolled at Universal Accounting afterwards in the Bookkeeping, Tax, and QuickBooks programs, as well as the master coaching program. Adam started as academic coach in 2016 for Universal Accounting and now serves students in the Bookkeeping, Tax Preparer, and QuickBooks programs. He recently also became the new Marketing & Business coach for Universal. In addition, Adam has been running his own accounting business, Infinity Accounting, since 2015 and since then opened another separate practice. 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 a book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This is a must have addition to every accountant’s library to provide the value clients look for 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 Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Femke returns to discuss with Roger the power of numbers in business. Consider the benefits that come when helping clients manage their businesses with budgets and forecasts. It’s helpful to show clients the consequences of their decisions using a proforma. They also discuss the mental and emotional elements that affect decisions being made in business. Accounting is more than being compliant.  It is helping the business owner manage by the numbers to make more informed business decisions as they run their companies.  Doing so the business can be more profitable when working with the accounting professional.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Femke Hogema Femke Hogema started her career as a financial controller for large international company. She loved figures and the clarity that figures provide about a company's health. But she also saw that entrepreneurs don't like figures, controllers, bookkeepers, or accountants.   Entrepreneurs find figures boring, complicated, and theoretical. So, she started her company, Healthy Finance, to close this gap between entrepreneurs and figures, and to help entrepreneurs get a grip on their numbers.   She gave lectures and training courses, wrote the bestsellers: Financiën voor zzp’ers (Finance for solopreneurs), The Profit Advisor, Ondernemen in Crisistijd (Doing business in times of crisis) and recently: Profitable Plans. Femke also contributed to the Dutch edition of Profit First.   Femke makes figures fun, practical, and accessible and in the course of ten years she inspired tens of thousands of entrepreneurs to build a financially healthy and profitable business.   Since 2017, Femke has focused on training accountants and bookkeepers to become Profit Advisors (through Profit First Professionals Netherlands). She teaches accountants and bookkeepers so that they can, in turn, support entrepreneurs in growing a financially healthy and profitable business. Femke loves to teach clients to build their own profitable company which will yield more pleasure and satisfaction. Femke was featured as financial coach in a popular TV show on National TV. In 2019 she wrote a number one bestseller Winstgevende Plannen (Profitable Plans). The book reached a number one position in the Dutch National Management Book Top 100 within one and a half week after publication and kept that position for 28 days. This bestselling book is now available worldwide, titled: Profitable Plans. She gives keynotes in both the Dutch and English language about The Profit Advisor, Profit First and Profitable Plans.     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 a book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This must have additions to every accountant’s library to provide the value clients look for 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 Also get a copy of Femka’s newest book Profitable Plans there you will find some nice free downloads to go with the book.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Listen to this discussion with Ken Bostrom as he shares his perspective of 30 years of teaching accounting, how it has changed and now being done. Enjoy the evolution of accounting which now includes computers and software, how things progressed from WordPerfect, Lotus123, ABC Accounting, MYOB to so much more. See how the accounting profession has changed, especially how it has been taught over the years from debits and credits to include software training, from classroom instruction to online courses and programs.  It has become easier and more systemized. Ken also shares how and when updates to training accounting occur each year to help individuals excel in the careers to get paid what they are worth.    Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ken Bostrom Ken Bostrom has been an instructor, coach, and officer of Universal sector for nearly three decades.  He has seen Universal Accounting Center grow from a small local brick-and-mortar accounting training school to an international provider of cutting edge, online certification training for accounting professionals to start and grow their own bookkeeping, accounting, and tax practice.   Ken is the author behind our Professional Bookkeeper’s Guide to QuickBooks, as well as its annual updates.  You could say Ken wrote the book on how to use QuickBooks to get more done in less time and to become a Profit and Growth Expert.   He is a certified Color Accounting instructor, QuickBooks Specialist, and a QuickBooks Pro Advisor.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Learn more about the MISSION   Offers: Job Placement Assistance The Turnkey Business Plan for accounting professionals Color Accounting, learn the language of business in lay terms to communicate more effectively with your clients   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Jennifer works with and advises many accounting professionals as they start and build their business.  Listen as she shares suggestions and best practices to help accelerate your success. There are two key elements she feels are necessary, confidence and competence.  What does that mean? Understand how working with a coach can be the difference to ensure success. Some good advice, “don’t forget why you started”. Enjoy this next episode in the series to help you Build the Premier Accounting Firm. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

What a great topic and value add to an accounting firm. Rhett joins Roger to discuss services that can be offered to distinguish any accounting business as the one working to work with owners of real-estate.  Consider this in-depth conversation regarding Cost Segregation and how it can make you the hero for your clients.  This may be the unique selling proposition to help you niche your accounting services in the world of real-estate and investment properties. Get ready to take some notes, this is that good.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Rhett Gagon Rhett Gagon holds a Bachelor of Arts degree from Brigham Young University. Much of Rhett’s professional career has involved working personally with high net-worth individuals; training and speaking at conferences on a local, regional and national level. Rhett’s expertise in Cost Segregation began in 2010 when he first joined Cost Segregation Authority. Rhett continues to speak on national and local levels helping the accounting world to better understand the value of cost segregation both to the investor and accounting firms alike. He has worked on thousand of Cost Segregation projects saving clients nationwide hundreds of millions of tax dollars & has helped build Cost Segregation Authority to become a real leader in the industry and what it is today. When not at work his love and passion is spending time with his wife & children if this can happen outside, he is happiest – whether snow skiing in the wintertime, or on the water when it gets hot, even chasing & wrestling his 4 kids at home make him happiest. Company Summary Cost Segregation Authority was first established in 2006 at the infancy of modern cost segregation services. It was founded in large part by a father and son team who had spent their career in the construction industry and became passionate about the tax-saving strategies associated with real estate investments. This family culture has stayed with us for over a decade and we endeavor to keep it this way for generations. You will find most cost segregation firms are full-time CPA firms or offer a dozen other services to maintain their margins. At Cost Segregation Authority our focus is exactly as our name implies. Hence, if you are a CPA or other tax advisor, you don’t have to worry about losing any tax return or other consulting revenue when introducing us to your clients. Our goal is to make you look good by performing the most accurate and tax-saving study possible. We are the good news in your practice and your partnership is paramount to our success.     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This is a must have addition to every accountant’s library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book For those listening that would like a complimentary analysis for themselves, or their clients they can request one on our website: www.costsegauthority.com Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Listen in as Roger and Erin discuss the psychology that can frustrate our efforts to be successful and profitable in business.  Consider the things so many of us do that sabotage our individual success and learn the formula to help make profit deliberate and intentional. Dream big enough and start small enough to experience success – baby steps 😊 Erin has worked with accounting professional over the years to know what it takes emotionally and practically to help business owners make profit a priority. Learn about the 5 plates approach to money management and how it can help business owners get paid what they are worth.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Erin Moger Erin Moger has been a Profit First Professionals Guide since 2015, shortly after Profit First Professionals launched in Mike Michalowicz’s basement. Erin grew up as a child of an entrepreneur and has experienced entrepreneurship in a different light because of it. She earned her degree in accounting because she saw this field as the way to help small business owners succeed. Profit First Professionals is an exclusive community of accountants, bookkeepers and business coaches who are certified in the Profit First methodology to help their clients build highly profitable businesses.     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   You can also learn more about Profit First going HERE: www.profitfirstprofessionals.com   Offers: Get a FREE copy of each of these books all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are the must have additions to every accountant’s library to provide the value clients look for 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 – e-book “in the BLACK, nine principles to make your business profitable” – e-book “Profit First” – e-book See what you can do to also become a Profit First Professional and join the community committed to eradicating entrepreneurial poverty   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Working with business owners often presents opportunities to educate and perhaps inspire.  But what does this look like in a professional setting, in fact in a more formal relationship that may involve compensation? Learn the levels that exist for accounting professionals to offer more than quality accounting services.  Consider becoming a: Mentor Advisor Consultant Coach See what you can do to benefit from each as well as offer each of these services to build the premier accounting business in your area.   Your Host: Roger Knecht, president of Universal Accounting Center Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Join the closed Facebook group to give back and help your peers as well as receive the advice you need when you need it as you work with your clients.  The Accounting & Bookkeeping Tips Group. Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are must have additions to every accountant’s library to provide the value clients look for 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 Consider becoming a Profit & Growth Expert See what you can do to work with a coach to help you build the premier accounting firm.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777