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Roger Knecht
A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business.
Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Client On-boarding, Client Relations & Retention, etc. This podcast will help you become an Accountrepreneur, to work ON your business with advice from the experts.
A Peek Behind the Advisory Services
This is a transparent look into the advisory / consultative business model that many would like to offer in addition to the quality accounting services currently given. Listen as Roger shares such things as the client experience, the services offered, best practices and so much more to help accounting professionals understand their role providing advisory services. Imagine applying this these principles in your business to generate a new revenue stream and retain clients longer. Learn which best practices also apply to your business that you can implement as you work ON your business. 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. Universal Business Builder Helping Business Owners to: Engage & Manifest Understand Accounting Increase Revenue Improve Profits Build Value Offers: Get a FREE Business Score report to assess the 8 drivers apply to your 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
35:3520/01/2021
Insights To Successfully Start An Accounting Business
For more than 20 years this same conversation has happened with accounting professionals again and again as they consider and then start their new business. Listen in as Roger covers the common questions and gives advice to help avoid the challenges many face. There is a Turnkey Process to start and build the premier accounting firm. Topics addressed include: Why Start How to Start What Services to Offer Define the Benefits Offered Meeting Your Income Needs Pricing Your Services Remember this: “Nothing Happens Until You Make A Sale” Get your pen and paper ready, it’s about to get serious. 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 this FREE course, the Turnkey Business Plan for accounting professionals. Start Your Business Build Your Business Become An Accountrepreneur 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
48:3113/01/2021
Becoming a Progressive Accountant w/ Twyla Verhelst
As we work with our clients, do they see us as forward thinking? Are the meetings with us inspiring and engaging to help them use the accounting information they are receiving to make well informed business decisions? Are we leveraging technology to provide our clients the cutting edge services that will help us stand out as the premier accounting service? Listen as Twyla and Roger discuss these questions and so much more as they consider the things that can be offered to provide quality accounting services. For example, do you provide for your clients a safe environment to explore the opportunities the business has? The future is bright for the accounting profession. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Twyla Verhelst Twyla Verhelst lives and breathes accounting. As a CPA, tech entrepreneur, and now leader of the Accounting Professionals Program at FreshBooks, she’s working to empower accounting professionals with the tools they need to thrive, as well as helping them discover their most valuable tool — their authentic self. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. FreshBooks, the #1 accounting software in the cloud, designed exclusively for freelancers and growing service based business owners. The Accounting Professionals Program (APP) is designed to connect innovative firm owners with both the FreshBooks platform and our business customers. Underpinning it all is what we call a collaborative accounting approach. 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. 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 Invitation to join the FreshBooks The Accounting Professionals Program (APP) FreshBooks invites you to join their new Accounting Professionals Program. Accounting Partners become FreshBooks Certified and receive Partner benefits including referral bonuses, exclusive discounts, addition to the directory, dedicated support and more! Additional information can be found here: freshbooks.com/accountants 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
47:4506/01/2021
State of the Company
Yearly it is important to step before the company (of one or many) to recap the past and provide vision for the future. As the owner and president of the company this is a level of accountability to the organization. Learn what you can do to hold an effective and inspiring meeting with those you work with to summarize the past and inspire them for the future. This is a how-to-guide to being a great leader. It is the agenda to a meeting we each should be having yearly with our team. Take good notes and be prepared to Rock the New Year. The State of the Company applies two important elements from the Universal Project Management Model, both Discover when we reflect on the situation and Document to record what has happened. Challenges faced What went well What is new Plans for the New Year Goals and timelines SWAG & Bonuses 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 a 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 Remember this, if it is about accounting, it is Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
28:4230/12/2020
The 4 Keys to Success Running Your Business
Upon becoming president of Universal Accounting Center Roger shares the personal journey he took in those first few years to create a lasting legacy and become the leader he felt he could. Learn the 4 keys he identified to be successful and see how you can apply them in your business. He also includes some unexpected bonus items to help you become a better you both personally and professionally. 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 these two resources offered to help you work ON your business to build the premier accounting firm: Accountability Coaching for the Accounting Professional There’s a Formula For Success Summary PDF 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
55:4823/12/2020
Are We Really Helping Our Clients? w/ Geraldine Carter
Roger and Geraldine each have a similar belief when it comes to working with accounting clients. Are we really giving the business owners timeline information to help them make more informed business decisions? The passion they both have to help business owners is obvious. Listen in and see what more you can do to help improve client relations and retention while getting paid what you are worth as an accounting professional. It all starts with pricing; do you see value in the services you offer? It is not the task but rather the value we bring to our clients. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Geraldine Carter Geraldine Carter is the founder of She Thinks Big Coaching, where she helps CPAs get out of the accounting rut. Her clients routinely double their margins in 12 months or less while working fewer hours. Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in Sun Valley, ID. 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 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 Pricing Strategies for accounting professionals Geraldine also offered her PDF: “Different Pricing Methodologies for CPA’s” – get your copy now. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
50:1716/12/2020
The Path To Freedom As An Accountrepreneur
As we each work ON our companies we go through stages. As we evolve, we deal with new challenges and frustrations. Let me share some of these phases with you to help you identify where you are and what needs to be done next to build the premier accounting firm. Building a business that has value is more than a list of customers, it is also systems and a culture. With that in mind let me also share with you the 8 drivers that determine the value of your business. All of this is to help you having a business that can thrive without you. 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 your FREE Business Score with a detailed report applying the 8 drivers in your 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
23:4109/12/2020
Life Changing Moments That Make Us Pivot w/ Veronica Sagastume
For some starting an accounting business is out of necessity. Perhaps it is unexpected or even wanted but when life happens we sometimes need to make the most of the situation. With that in mind listen as Veronica shares her story and how she can look back with gratitude. Roger and Veronica discuss the challenges and strategies to overcome. Veronica also shares some tools and resources she has to help accountants effectively market and sale their services. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Veronica Sagastume Veronica Sagastume is an ex-corporate CFO turned content marketing strategist with a passion for helping accounting, bookkeeping, and tax business owners create content to increase their visibility on social media and grow their business online. After a 20 year corporate career as an accounting and finance executive in Silicon Valley and the San Francisco Bay Area, Veronica faced a personal life event which led her to make the bold decision to trade her corner office for a home office. In 2011, Veronica left her CFO position to start her own consulting practice to work with startup companies as their business consultant. Fueled by her experience, Veronica skyrocketed her practice to quick success. In 2016, she ventured online to help other accounting, finance, and tax business owners learn how to show up online with a strong content marketing strategy to attract and connect with clients. Helping them to show up like the experts they are, make a greater impact, increase their online visibility, and grow their business online is her primary vision and goal! Veronica has built a thriving consulting and coaching business from the comfort of her own home and is excited to share her journey. 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 a 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: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Veronica has created several free resources to help Accounting, Bookkeeping and Tax businesses grow their business online. Download her Nurture Your Network guide which includes email swipe files you can customize and use to reconnect with your existing network and reignite that relationship. And if you're ready to show up online, but are stuck wondering 'what to write about?', she's got you covered with 75 content ideas plus a 31 day content calendar template that will inspire you to take action and start showing up for your audience - Grab it 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
47:1802/12/2020
Change Your Life with Gratitude
For this episode I have something different for you yet very timely. Right now you may feel things are in turmoil, that change is too much, that fear is too consuming, and of course there is also the unknown. Today we are faced with things most of us have never ever had to deal with, but even with these challenges, if we want to remain positive, feel we are still in control we need to have Genuine Gratitude. What do I mean? It has been proven again and again that Gratitude is the way to Abundance which then leads to true happiness, again a direct product of having Gratitude. Therefore, Gratitude is the Key! If we genuinely want to live happy lives, gratitude at all levels becomes the key. How would your life be changed if you were to level-up and find more to be grateful for? If you want more abundance in your life, find Gratitude, in fact Embrace Gratitude. Have an Attitude of Gratitude in everything you do is empowering. In fact Attitudes are contageous…..but is your attitude worth catching? Let’s think about that. Are people attracted to you and do you have an abundance of friends and clients that are thrilled to be with you? Take a look at your attitude and you'll see whether or not people are drawn to you. What I have found is that Gratitude is best described as being Thankful, but it is also your complete Attitude. It is a belief and an action. This grateful attitude does not come easily, it is a choice, you have to decide that you truly want happiness to be your focus and that you want to learn and grow from the things that you face on a daily basis. Then, it becomes easier, it comes step by step. Listen to what Hal Elrod had to say about this; “Gratitude and Complaining cannot co-exist simultaneously, YOU must choose the one that best serves you.” I don't know that it can be said any better. You must choose what serves you and live it. They cannot both be working simultaneously. What do you choose, Gratitude or Complaining? So listen in as I share some of my own personal journey towards having an Attitude of Gratitude. I'll share some insights, suggestions and how-to's to help you as well.
39:4725/11/2020
Passion and Gratitude Does Pay Off When Building the Business w/ Natalia Zacharin
For some the idea of starting an accounting business is the furthest thing from their mind then life is thrust upon them. Listen as Natalia discusses with Roger her journey from single mother to successful bookkeeper. Realizing the need for grit to build the business peppered with tenacity pays off. It is also the attitude of gratitude that pays off along with the support of others. There is a reason we each need cheerleaders in our lives. With that Natalia is living the dream 😊 Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Natalia Zacharin In 2018, after years of working for other firms, Natalia opened her own firm, Zacharin Consulting; a firm dedicated to empowering businesses to understand and interpret the financial health of their business and significantly improve their bottom line. Using a blend of personal service and expertise, Natalia's goal is to bring her experience and knowledge to her clients in a meaningful way. Zacharin Consulting offers strategic bookkeeping, monthly accounting, remote CFO services and financial intelligence programs to help businesses thrive, stay organized, save time, and give them peace of mind. 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. These are 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 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
01:00:4018/11/2020
Being a Disruptor as an Accounting Professional w/ Ryan Lazanis
The premise of building the premier accounting firm is based upon the unique services we each choose to offer. Listen as Ryan and Roger discuss why and how you can become a disruptor within the space of accounting to find and retain new clients. Also hear what Ryan has to share about growing an accounting business to the point that someone acquires it. What did it take to achieve it and the lessons he learned along the way? He has some good advice so be ready to take some notes. Pay attention to what he has to say about “coaching” and it’s value in building your business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ryan Lazanis, CPA Ryan Lazanis, CPA, CA founded Xen Accounting in 2013, a 100% cloud-based accounting firm. Following its acquisition in 2018, Ryan started Future Firm, which helps firm owners design and implement an online, scalable firm that supports their ideal lifestyle. He also sends a weekly newsletter to 2,500+ firm leaders that want to receive exclusive content & tips to help them create an online, scalable firm of their own. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Ryan sends a weekly newsletter to over 3,000 firm leaders who want exclusive tips & tricks to design & implement an online, scalable firm of their own. Newsletter sign up - https://futurefirm.co/newsletter/ Get a FREE copy of 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 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
41:3711/11/2020
Seeing Abundance When Selling Your Accounting Services w/ Michelle Weinstein
Michelle is an optimist, seeing opportunity and potential new clients everywhere. Selling accounting services can be fun and when you combine passion with an abundant mindset there is no stopping your potential to build your business. Listen as Roger and Michelle discuss principles you can use to become comfortable selling your quality accounting services. In the end, it’s about helping your clients and letting them see you as the expert to help them. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Michelle Weinstein Michelle trains accountants how to use her unique and proven system to sell more services, overcome any objection, and have a life full of abundance! She has successfully trained CPAs how to actually and efficiently IMPLEMENT powerful techniques adding $10k to $50k in additional revenue every month. Michelle is also the host of the, The Abundant Accountant Podcast is where accounting professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. She cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so accounting professionals can stop giving away their time and expertise away for free and start being paid their value and worth! Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Michelle shared that she sees way too many accounting professionals who are overworked, underpaid, and underappreciated. Is that you? 8weeksalesmastery.com That’s why I’ve created a simple 5-step process for accountants so that you can feel confident positioning yourself as the expert, get consistent, high-quality referrals, and easily get people to say YES to paying you what you’re worth (no matter how much you charge), while working less all year round. Go to 5stepstoabundance.com now if you want to stop waiting around for the busy season every year and have an accounting practice full of high-level clients who are happy to pay you the fees you deserve and who actually appreciate the work you do for them. Get the sales training built specifically for accounting professionals so that you can Sell with Confidence applying the principles of Strategic Selling. Take a moment and download this overview of the process with this Cut to the Chase pdf Get a FREE copy of each of the two books 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 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
33:4904/11/2020
We Need To Be More Bold As Accounting Professionals with Larry Weinstein
What is it that we can do, that we can declare that will make our services more compelling and meaningful to business owners? Larry is passionate about the work he does for his clients and it is contagious. Listen and He shares with Roger why he feels we need to be more aggressive in our marketing. He also challenges us to also become authors to share our story and message. Are you ready for that next step in your business and have a new powerful marketing asset? Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Larry Weinstein, CPA Larry M. Weinstein is a CPA (Texas) also known as the Tax Terminator® and the CPA for Lawyers®. He is the Managing Director of TaxTerminatorHQ.com and TheCPAforLawyers.com. Larry graduated from the University of Houston with a BBA in Accounting and began his career in the Houston office of Arthur Young, now known as Ernst & Young. In private practice since 1988, Larry concentrates in the area of IRS Tax Planning and Preparation, mostly for closely-held businesses and professional practices. Larry has worked with hundreds of individuals, business, and professional practice owners through the years, helping them to LEGALLY lower their taxes while staying compliant with the IRS rules and regulations. Larry is the developer of the Strategic Tax MinimizationTM Process. Larry lives in Houston with his wife and Teddy the Texas Tax Cocker Spaniel. When he is not spending time with his family, he enjoys riding his recumbent tricycle and bicycle, fishing from his kayak and photography. 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 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 accountants 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
43:2328/10/2020
The Formula to Price Accounting Services Confidently with Vanessa Ugatti
Speak peer to peer with your potential clients to get paid what you are worth with a confidence. Listen as Vanessa and Roger discuss the specific things, we each can do to effectively build the company with clients that are paying us more. Why, because we offer quality accounting services and know how to properly determine its real value. Vanessa and Roger have a fun conversation that you’ll enjoy but also leave with some good notes so come prepared to listen with paper and pen handy. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Vanessa Ugatti Vanessa Ugatti, author of Amazon Best-seller, ‘True Worth: How to Charge What You’re Worth and Get It’ helps people go from utterly clueless and powerless to expert and confident when charging their clients, although always ethically, by sharing her TRUE WORTH blueprint which cures this familiar problem. Described as: “A miracle worker” “magic” and “simply the best”, Vanessa loves to empower transformation in those who provide an excellent service yet undervalue themselves. At the core of her work is increasing self-worth which she says is at the heart of everything we do and drives behaviour. 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 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 accountants library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book Complimentary download from Vanessa of her Amazon Best Seller, True 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
48:3621/10/2020
Leveraging Technology to Improve Client Relations with Chris Farrell
As we work with our accounting clients, we need to consider their experience with us. It begins with the on boarding as a new client but then continues month after month as we help them find value in the information we provide. Listen as Chris and Roger discuss that experience and how accountants can improve it for the client using technology. Consider the example Chris shares as he references what we are all familiar with when it comes to the banking industry. It’s time to consider ways to update your client interaction and retention. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Chris Farrell Chris Farrell is the CEO of Liscio, a software company that develops Client Experience software for accountants. Prior to Liscio, Chris served as the CFO of a NASDAQ-listed company and as an auditor for Arthur Andersen. He earned his MBA at UCLA his CPA license in California. Chris lives with his wife and son in San Francisco, California. 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 : “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Click HERE to learn more of Liscio and how it can help you leverage technology within your business In a spirit of sharing, Chris invites you to reach out and speak with him directly. Each week he speaks with various owners of accounting businesses. As such he’d be happy to listen and offer advice to help you in your business: [email protected] 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
45:2514/10/2020
The Accounting Profession Is Evolving with Charlie Price
As we consider our role as accounting professionals and the relationships we have with our clients we need to consider which of our services meet two criteria: High Impact High Pricing / Margin Listen as Charlie and Roger discuss this and 3 important factors when marketing your services: Awareness Authority Conversational Be prepared to take some good notes and see what you can do to work ON your business to have the premier accounting firm in your area. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Charlie Price Charlie Price is a CPA and business consultant that works with accountants to implement high impact, high profit offers, and create simple marketing, pre-sales, and sales systems. Prior to becoming a consultant Charlie spent over 15 years in the accounting industry, including 10 in public accounting. He is the owner of the Marketing Success for Accountants and Bookkeepers Facebook community with over 1800 members 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 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 accountants library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book From Charlie: Daily Action Guide: https://docs.google.com/document/d/1ygABGp_7KypxtM7pNMnxyYjuipa6_m7sX3EDegKaA8g/edit?usp=sharing Join the FB Accounting Group: facebook.com/groups/marketingaccountants 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
48:4107/10/2020
Building A Successful Virtual Accounting Business with Brandon Hall
Listen to this real and honest discussion that Brandon and Roger have regarding starting a business. It takes time and a commitment that in time pays off. Passion for the work makes the difference. From culture to processes and expectations. What are the true key performance metrics for the office and individuals within the organization? He shares his, can you relate and do you want to also use them? You have your goals; Brandon has his and although they have changed over time the clarity, he has is clear. As you hear what he has to say consider your purpose and goals for the business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Brandon Hall, CPA Brandon is a Certified Public Accountant, national speaker, and is the Founder/CEO of The Real Estate CPA. Brandon works with real estate investors, syndicates, and private equity funds to optimize tax positions and streamline accounting and business functions. He believes that real estate investing is critical to building sustainable and generational wealth. Brandon worked at PricewaterhouseCoopers and Ernst & Young prior to launching his own CPA firm, Hall CPA PLLC (The Real Estate CPA). Through the knowledge gain by working with real estate investors, Brandon invests in multi-family properties personally and through his capital group, Naked Capital. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Hall CPA PLLC ("The Real Estate CPA") is a leader in tax and accounting advisory services in the real estate industry. The insights and quality services we deliver help our clients grow and efficiently operate real estate holdings. As a 100% remote CPA firm, we are able to source the best talent across the nation, work with clients across the globe, and continue to service clients regardless of world events. Offers: The Staying Power Collective (new community for special service firms) Mini Mastermind Groups - stayingpowercollective.com Join our new community for firm owners looking to build remote accounting firms: https://forms.gle/uugf7MwtwPoz5Mn89 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 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
52:4630/09/2020
Understand What Your Dream Accounting Firm Can Do for You with Tyler S. Clark
As you work to start and build your successful accounting business there is a turnkey process you can follow. Listen as Roger and Tyler discuss the ways you can systematize, you’re your processes to insure your success and happiness. Tyler has a passion to share the tips and tricks to market and effectively sell your accounting services. It doesn’t just happen, so you need to be deliberate in the process because “nothing happens until you make a sale”. Enjoy this conversation and be ready to take some good notes. Your Host: Roger Knecht, president of Universal Accounting Center Your Guest: Tyler S. Clark Tyler S. Clark is the founder of Dream Firms. Prior to launching Dream Firms, Tyler built and successfully sold his own accounting firm adding six figures of new growth to it two years in a row from a complete startup. He is well versed in a variety of sales and marketing strategies both online and offline for accounting firms and has worked with accountants all over the United States for over a decade. Company Biography: https://www.dreamfirms.com/freetraining Dream Firms is the digital marketing & sales coaching solution for entrepreneurial accountants. They have one mission: Helping entrepreneurial accountants to achieve financial freedom in 10 years or less through the systematic growth of their accounting firms by attracting and winning the business of their dream clients. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: See what you can do to work on your business when you apply the 9 principles to make your business profitable with “in the BLACK”: https://www.universalaccounting.net/freedom-itb-e-book Invitation to check out free training on the 5 shifts our clients made to systematically add six figures of new growth to their accounting firms with high-quality clients. https://www.dreamfirms.com/freetraining Understand the various Pricing Strategies you can use as an accounting professional to get paid what you are worth. https://www.universalaccounting.net/billing-sign-up Enroll in this free course, the Turnkey Business Plan for accounting professionals to see what you can do to work on your business, find success, and get paid what you are worth: https://www.universalaccounting.net/turnkey-process-video-courserl5fka9m 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
55:1123/09/2020
A Recovering Accountant with Jeff Borschowa
There is a lot more we can do as accounting professional to help business owners. The fundamental challenge we face is feeling like we need to be the smartest person in the room with all the answers, instead we need to be the one with all the questions. How often do we ask, “it depends” to dive deeper into the situation and understand the situation better? For example, beyond the opportunity we need to also understand the risks. Consider bringing to the conversations with our clients a unique perspective as their trusted strategic advisor. Also, listen in as Jeff and Roger discuss the value of master mind groups. The power of group think. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Jeff Borschowa Jeff Borschowa is a business coach, author, educator, and curator of all things related to business efficiency and technology. Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises. Jeff has experience working with all sizes of businesses, from sole proprietorship to international organizations. The focus in Jeff’s career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in businesses. Jeff’s journey has been unique in that he has met some very innovative mentors in his career. Jeff has been very fortunate to be in a position to learn from them, compare their ideas, and to truly choose the best of the best. Jeff would like nothing more than to free business owners from the stress created by high volume commodity work, allowing them the freedom to pursue work that is rewarding personally and professionally. Jeff’s overall goal is to reduce the hours worked by business owners and increase overall profitability. In Jeff’s experience, almost every business owner can tell you how much their gross revenue is, but very few know what their actual costs are. Jeff challenges you to learn more about your business so that you can bid on the right kinds of projects and earn what you are worth – your education should be your most valued possession. 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 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 accountants 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 A free Master Class with Jeff. We teach three key things: Why It Is Easier To 10X Than Double Your Business - The first key to massive growth is to understand why it’s easier to 10x than double your sales. And we will define “X” in the process. B. Our Ten Revenue Generating Super Strategies - You will learn how to permanently eliminate inconsistent cash flow, and create a new six or even seven figure revenue streams on the spot with one of these ten strategies C. How To Free Up At Least Ten Hours A Week In Your Business - The third hour we share a simple, but powerful five step process to free up at least ten hours each week for you, the leader. You will love the time it opens up (so you can implement the Super Strategies!!). 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
46:5416/09/2020
The Sweet Spot To Help Accountants Get More Clients And Generate More Profit with Donna Leyens
When running a successful accounting business, it’s important to recognize there are two key roles, that of an accountant and an entrepreneur. As an accountrepreneur it is important to find the time to work ON the business. Donna and Roger discuss the three things every accounting business owner needs to consider when building the company. This is a great addition to the topic of building the premier accounting firm. Consider each as you work on your business and see which is your next biggest challenge or opportunity. Get ready to take some notes and enjoy. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Donna Leyens, MBA, CPC Donna knew from a young age that when she grew up, she wanted to do something that would allow her to reach her full potential and create her own destiny. Which is why it was inevitable that she would become an entrepreneur. Before starting her first business, she was a Wall Street executive. In 2009 she completed coach certification training and melded her business and coaching skills to follow her true passion – giving entrepreneurs the tools to create their dream business and their dream life. Donna is currently the President and co-founder of Pumpkin Plan Your Biz. She is on a mission to save small businesses from extinction, by providing business tools, strategy, training and support to business professionals who want to make a big impact by becoming small business growth strategists. This mighty team of strategists uses The Pumpkin Plan Action Guide, a business growth program she developed based on the methods in the book The Pumpkin Plan, written by her Co-founder Mike Michalowicz. Pumpkin Plan Strategists help small businesses to not just stay afloat, but to scale and grow in both profitability and size, while allowing the owner to take back control of their time and enjoy life as well. At the end of the day Donna believes entrepreneurs make or break the economy. Her goal is to make sure they grow, thrive, and have the opportunity to create their own destiny. 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 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 accountants 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 Experience accounting as you never have, both fun and interactive. See what you can do to also introduce this to your clients to improve client relations and retention. Enroll in Color Accounting When running a business, it’s important to have a clear understanding of your purpose, why are you in business? Read Famous or Rich and see how you can relate to others as they’ve worked and grown their businesses. We have a free Pumpkin Plan Booster Pack which will help you determine your Sweet Spot and Unique Offering. You can get it by going to www.PumpkinPlanYourBiz.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
54:3809/09/2020
From Beautician, To Bookkeeper And Now Business Advisor w/ Lisa Campbell
As a true entrepreneur Lisa found her passion in business drew her to the numbers, the language of business, and then beyond. Today she is an accomplished bookkeeper offering quality accounting services as well as consulting her clients in all things business, especially profit. Listen as Roger and Lisa discuss her journey to join the mission to eradicate entrepreneurial poverty and get paid for it. Understand what she is doing to champion putting Profit First, especially with businesses in Canada. See what you can also do to add this service to your accounting business and get paid what you are worth. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Lisa Campbell A Certified Professional Bookkeeper turned Profit Strategist (CPFP Master) after turning her practice into a business that allows her the ability to serve her high-end client's needs as a strategist rather than a bookkeeper. A guest speaker on countless podcasts, webinars and live training events, Lisa is the CEO of Profit First Professionals Canada, The Marcam Group, and Accelerate 2 Advisor. She is also the Head of Mentoring North America for The Successful Bookkeeper. Lisa is guiding entrepreneurs & bookkeepers to skyrocket their confidence, cash flow and freedom with money, mindset & positioning tools that help her clients prosper exponentially. 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 Profit First by Mike Michalowicz The Accelerator Method Masterclass series https://www.accelerate2advisor.com/HOME 9-day free course for bookkeepers Creating effective systems within the business Announcement of the new Canadian Profit First Professional applicants: https://www.profitfirstprofessionals.ca/ Specific to the Canadian market – currently taking applications Become a certified Profit First Professional 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
38:0402/09/2020
Leveraging a Proven System with LinkedIn to Get New Accounting Clients with James Molfetas
As accounting professionals, we prefer proven turnkey process and systems so when it comes to marketing and sales, we strive to find a method we can rely on to grow the business with new clients confidently. Listen as James and Roger share their thoughts and the journey each has take to find the process that works best to bring on new clients. James is fun and great to listen to so sit down and have a note pad handy to capture your thoughts to apply this in your business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: James Molfetas James is a chartered accountant who left the accounting profession in 2011 to concentrate on Internet marketing, which is the process of selling goods and services online. In his 30-year financial career, he was a financial director in both private and listed companies as well as a partner in a small 3-partner audit practice. James in an international number one best-selling author of marketing books helping accountants to get more clients and sell more products and services by leveraging the internet. He has an international number one bestseller called “Accounting Clients on Tap” and just recently “Regular Clients from LinkedIn” also became a bestseller. James has been an entrepreneur all his life. He started selling oranges he picked from a tree in his back garden to passers-by when he was 8 years old. He went on to establish a number of flea markets and craft markets where he helped thousands of traders make a living. He also established his own brand of 10-DVD rental stores which he sold before the industry collapsed. Today he coaches accountants how to get a minimum of 2 new clients every month by using his proprietary “Regular Accounting Client Blueprint”. He does regular webinars teaching his methods in South Africa, the UK, Canada and the United States. James is the CEO and Founder of the training and sales funnel implementation company, Regular Clients. He used to be a provincial chess player in his youth and loves performing magic tricks for and with his two kids. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Regular Clients Accountants, Auditors, Bookkeepers, Tax Practitioners and Financial Advisors... Get a Minimum of 2 New Clients Every Month. Forever! Offers: Become a Profit & Growth Expert, see what you can do to address the most common challenge business owners face which is cash flow management with confidence offering quality advisory services to help you get paid what you are worth. Learn how to complement your quality accounting services as a business coach, apply proven marketing and sales strategies to get paid what you are worth. https://universalaccountingschool.com/profit-and-growth-expert-pge/ 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 accountants 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 Take advantage of James’ offer and get your copy of his new book (https://www.regularclients.com/LinkedIn-Book-Review-download) to market your service using LINKEDIN and learn more here: https://www.regularclients.com/LinkedIn-Book-Review Remember this, if it’s about accounting, its 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
56:3826/08/2020
Communicating with Your Clients Clearly and Effectively with Femke Hogema
Of course, accounting is the language of business but does the client understand the numbers they are receiving from us as we provide the financial reports? Listen as Femke and Roger discuss the importance of language, vocabulary and terms when working with business owners. Accounting professionals are the business interpreters and have a role to help translate the financial reports and help business owners use this information to make more informed business decisions. Femke has written 3+ books with the passion to help and empower entrepreneurs thrive and become profitable. Consider for example her LSA process: Listen, Summarize, Ask Questions Enjoy this episode and be sure to take some good notes to help you build the premier accounting firm in your area. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Femke Hogema Femke Hogema owns the Profit First Professionals organization in the Netherlands. She is an author, speaker and entrepreneur. She helps entrepreneurs to build a financially healthy and profitable company and she teaches accountants to become profit advisors so they can help their clients to achieve their goals. Her books became bestsellers in the Netherlands and as of march 31st her second book: The Profitadvisor, is available all over the world Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get your copy of the e-book, “Profit First”: https://www.universalaccounting.net/profit-first-free Also get your copy of “The Profit Advisor: The new role of accountants and bookkeepers” - The accounting industry is changing rapidly. Cloud software, Robotic accounting, Artificial Intelligence and other developments are increasingly doing the work accountants and bookkeepers have been doing. If you, as a financial professional, want to stay relevant, you need to deliver value that goes beyond compliancy work. You need to become a profit advisor. https://www.amazon.com/dp/B085N8BSQV?ref_=pe_3052080_276849420 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
39:0119/08/2020
Starting the Business on a Shoestring and Believing in Yourself w/ David Jenyns
Starting a business is full of risk but with a “can-do” attitude you make things happen. Whether Lemons to Lemonade or obstacle to opportunity listen to Dave as he shares his story and the insights he now must start and build a successful business. Pay attention to the “Had to” moment and consider how it applies to you and your situation. From self-funding the business, dress code to pricing strategies. I am sure this is something you’ll relate to as you consider your same journey to build a profitable accounting business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: David Jenyns David’s entrepreneurial journey begins back in his early 20’s when he sold Australia’s most loved sporting ground, the Melbourne Cricket Ground. Since then, his business experience spans from franchising retail clothing stores, to founding one of Australia’s most trusted digital agencies, melbourneSEOservices.com. In 2016, he successfully systemised himself out of the business, hired a CEO and stepped back from the daily operations. Through this process he became a systems devotee – founding systemHUB & SYSTEMology. Today, his mission is to free all business owners worldwide from the daily operations of running their business. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. SystemHub and Systemology www.SYSTEMology.com Systemhub is a cloud-based software platform that enables you to store your systems, processes and checklists. While Systemology is a 7 steps process for systemising your business. The SYSTEMology® process works independently of systemHUB - that is, you don't need systemHUB to deploy SYSTEMology®. systemHUB is simply a tool to support the process. Offers: Virtual Bookkeeper’s Roadmap – Learn how to deliver virtual bookkeeping services – monthly bookkeeping workflows using document management as well as proven strategies to maximize your productivity. Client on-boarding workflows, best practices, checklist, flowcharts, scripts, & meeting agendas. Value Builder (Business Score) – Take 15 minutes to assess your business to identify its strengths and areas of improvement that you can work ON to increase the valuation of your company. 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 accountants 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 Request your free introduction to this new book to help you in your business: www.SYSTEMology.com/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
57:1512/08/2020
Technology And How It Applies In Accounting w/ Clayton Oates
Witnessing the evolution of accounting over the years has been very insightful. Each change can be intimidating but, more empowering. From paper to computer, software to the cloud, artificial intelligence (AI) to real-time and actionable information accounting remains relevant so what are we doing as an accounting profession to stay ahead of the curve? Listen as Clayton and Roger discuss technology and it’s impact on accounting to the 6 areas of business the accounting needs to pay attention: Customer Relationship Management (CRM) Document Management Business Analytics Payroll & Human Resource (HR) Point of Sell / e-commerce Inventory Management Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Clayton Oates Clayton is committed to helping Small Business, Accountants, Bookkeepers & Technology Companies to connect with each other (and the clients and customers they serve) to have a better life. Clayton will inspire you! This (Ex) Accountant is living proof of how you can dramatically transform your life by helping others. A passionate and engaging communicator who draws on more than 25 years’ experience in the Accounting Technology Industry. During this time Clayton and his team at QA Business have educated more than 20,000 small business owners, operators, accountants, bookkeepers and consultants in utilizing technology to buy back precious time from their businesses. Clayton now devotes his time and energy in helping educate other Advisors around the world on how they can be the Difference Maker for their clients. Clayton has a unique style of presenting and you are going to love what he has to share. (Clayton is also a recognized Top Thought Leader in Accounting Technology by CPA Practice Advisor) 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 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 accountants 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 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
53:5705/08/2020
From Idea to Implementation, Profit & Freedom as a Successful Entrepreneur with Mike Michalowicz
So often the great idea to start and build a business is filled with unforeseen challenges and poverty but applying the principles that Mike share we can each avoid the common pitfalls and build a successful business with confidence. Listen to Mike and Roger as they discuss the evolution from concept to having the premier accounting firm. There is a turnkey process, take some time and see what you can do to work ON your business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Mike Michalowicz Mike mi-KAL-o-wits is the author of Profit First, Clockwork, Surge, The Pumpkin Plan, and his newest release Fix This Next. By his 35th birthday, Mike had founded and sold two companies - one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar venture, Profit First Professionals. Mike is a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Over the years, Mike has traveled the globe speaking with thousands of entrepreneurs and is here today to share the best of what he has learned. Related Website/Social Media URLs: http://www.mikemichalowicz.com/ https://www.facebook.com/MikeMichalowiczFanPage/ https://twitter.com/MikeMichalowicz https://www.instagram.com/mikemichalowicz/ https://mikemichalowicz.com/bio/ LinkedIn: Mike Michalowicz Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Mike Michalowicz Mike is the entrepreneur behind three multimillion-dollar companies and is the author of The Toilet Paper Entrepreneur, The Pumpkin Plan, Surge, Profit First, Clockwork, and his newest book, Fix This Next. Mike is a former small business columnist for The Wall Street Journal and regularly travels the globe as an entrepreneurial advocate. To learn more about Mike and get access to a treasure trove of entrepreneurial tips go HERE! Offers: As a special offer related to this episode get a free copy of one of Mike’s book most popular books, “Profit First” and read what you can do to make profit more deliberate in your business as well as offer your clients a much needed service, get your copy of the e-book NOW! Become a certified Profit First Professional (PFP) to get paid what you are worth offering your clients quality accounting services as their trusted strategic advisor and join the wave to eradicate entrepreneurial poverty. Related to the discussion it’s also important that we focus on the 9 key elements to have a profitable business to apply them in our own company and share them with our clients. Get your copy of the e-book, “in the BLACK, nine principles to make your business profitable”. 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
51:0715/04/2020
M.A.P. – Working Efficiently and Profitably to Build the Premier Accounting Firm with Roger Knecht
There are 3 essential areas within the back office of the accounting business that determine your success. The process used to on-board new clients, the systems used to manage the workflow and then your client relations. Take a moment and consider each and hear how best to run your accounting business to ensure your profitability while building the premier accounting business in your area. Your Host & Guest: Roger Knecht, president of Universal Accounting Center Roger Knecht is President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school, they’ve trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth. Helping accounting professionals have the premier accounting firm in their area offering quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to: Engage & Manifest – Becoming the leader the business needs Understand Accounting - Timely information to intelligently run the business Increase Sales - Follow a proven sales process Improve Profit - Nine Principles for Profitability putting Profit First Build the Value of the Business - 8 Key Drivers in Business Business Coach http://universalaccounting.com/build-your-business/ Professional Speaker & Trainer http://universalaccounting.com/speaking-engagements/ Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers. http://universalaccountingschool.com/get-certified/ Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Understand the Universal Business Model and M.A.P. your business using the book “in the BLACK, nine principles to make your business profitable”. Get your FREE copy today! Get the Turnkey Business Plan for accounting professionals, Go 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
38:2715/04/2020
M.A.P. – Offering Quality Accounting Services to Build the Premier Accounting Firm with Roger Knecht
The accounting profession has evolved, but have you? Providing clients accurate financial reports is necessary but it is only the beginning. Business owners today need more information and insights from us to more effectively run their businesses. Consider the phrase, “accounting is the language of business”. What does it mean, how does that define your relationship with the client? Learn how you can offer more qualified services confidently to get paid what you are worth as a certified accounting professional. It’s time to rise to the occasion and offer the premier accounting services in your area. Your Host & Guest: Roger Knecht, president of Universal Accounting Center Roger Knecht is President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school, they’ve trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth. Helping accounting professionals have the premier accounting firm in their area offering quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to: Engage & Manifest – Becoming the leader the business needs Understand Accounting - Timely information to intelligently run the business Increase Sales - Follow a proven sales process Improve Profit - Nine Principles for Profitability putting Profit First Build the Value of the Business - 8 Key Drivers in Business Business Coach http://universalaccounting.com/build-your-business/ Professional Speaker & Trainer http://universalaccounting.com/speaking-engagements/ Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers. http://universalaccountingschool.com/get-certified/ Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Understand the Universal Business Model and M.A.P. your business using the book “in the BLACK, nine principles to make your business profitable”. Get your FREE copy today! As a special offer related to this episode get your FREE copy of the e-book “Red to BLACK in 30 days - A small business accountant’s guide to QUICK turnarounds.” This turnkey guide addresses the most common frustration in business which is cash flow in a unique way allowing you to confidently help your clients. Get the Turnkey Business Plan for accounting professionals, Go HERE! Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777
47:0915/04/2020
M.A.P. – Marketing To Build the Premier Accounting Firm with Roger Knecht
Nothing happens until you make a sale. Regardless your skills, without paying clients it really doesn’t matter. Understand the process to find potential clients and what can be done to move them towards an engagement with you. With a system you can be confident in you can build your business with your ideal clients. Part of this process involves business owners seeing you as an expert, a strategic advisor that can help them run their business more profitably. Your Host & Guest: Roger Knecht, president of Universal Accounting Center Roger Knecht is President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school, they’ve trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth. Helping accounting professionals have the premier accounting firm in their area offering quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to: Engage & Manifest – Becoming the leader the business needs Understand Accounting - Timely information to intelligently run the business Increase Sales - Follow a proven sales process Improve Profit - Nine Principles for Profitability putting Profit First Build the Value of the Business - 8 Key Drivers in Business Business Coach http://universalaccounting.com/build-your-business/ Professional Speaker & Trainer http://universalaccounting.com/speaking-engagements/ Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers. http://universalaccountingschool.com/get-certified/ Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get certified as skilled accounting professional with an emphasis in small business accounting services. Become a Professional Bookkeeper, PB – proficient in the day-to-day application of accounting in small business Become a QuickBooks Specialist, QS – the Professional Bookkeeper’s Guide to QuickBooks Become a Professional Tax Preparer, PTP - certified in tax planning and preparation for individual and business returns Become a Profit & Growth Expert, PGE – effective marketing and sales strategies to build an accounting business specializing in cash flow management services Become a Profit First Professional, PFP – helping eradicate entrepreneurial poverty making profit intentional Become a Value Builder provider, VB – a 12 month engagement offering value added services to help business owners increase the value of the business For FREE – the Turnkey Business Plan for accounting professional to build the premier accounting firm. Get enrolled in the course NOW! The principles discussed today such as M.A.P. are covered in the book “in the BLACK, nine principles to make your business profitable” – get your FREE copy of the e-book NOW! Remember this, if it’s about accounting its 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
40:4015/04/2020
Applying the Principles of M.A.P. To Build the Premier Accounting Firm with Roger Knecht
With all the proverbial hats that we wear when running a business what can be done to best categorize, prioritize and when possible delegate? Get a pen ready to take some notes and let’s work ON your business. We’ll start with 3 key questions: Do you need more clients? Would you like to do more for your clients and increase the average revenue per client? Are you working too hard, is there an easier, more efficient and profitable way to run this business? Is there a Turnkey Business Plan for accounting professionals? There is, stop trying to reinvent the process. Living a balanced life, is it possible? Maybe, but Time Management is essential so let me share what I do to management my life. We have a lot to discuss, are you ready for this? Your Host & Guest: Roger Knecht, president of Universal Accounting Center Roger Knecht is President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school they’ve trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth. Helping accounting professionals have the premier accounting firm in their area offering quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to: Engage & Manifest – Becoming the leader the business needs Understand Accounting - Timely information to intelligently run the business Increase Sales - Follow a proven sales process Improve Profit - Nine Principles for Profitability putting Profit First Build the Value of the Business - 8 Key Drivers in Business Business Coach http://universalaccounting.com/build-your-business/ Professional Speaker & Trainer http://universalaccounting.com/speaking-engagements/ Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers. http://universalaccountingschool.com/get-certified/ Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Understand the Universal Business Model and M.A.P. your business using the book “in the BLACK, nine principles to make your business profitable”. Get your FREE copy today! Get the Turnkey Business Plan for accounting professionals, Go 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
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