Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses exit planning process with Darryl Bates-Brownsword.

Join us this Wednesday for a new episode where Roger discusses diversifying income streams with Kate Johnson.

Join us this Wednesday for a new episode where Roger discusses training new team members and clients with Alicia Katz Pollock.

Join us this Wednesday for a new episode where Roger discusses mindset and eradicating generational poverty with Alyssa J Dillon.

Join us this Wednesday for a new episode where Roger discusses heart led businesses with Troy Ballard.

Join us this Wednesday for a new episode where Roger discusses pricing and valuing yourself with Liz Szporn.

Join us this Friday for a new episode where Roger discusses a variety of marketing and sales tactics with Christian Jones.

Join us this Wednesday for a new episode where Roger discusses the importance of who we are and financial transparency with Michelle Quinonez.

Join us this Wednesday for a new episode where Roger discusses essential strategies for success when selling your business with Jessica Fialkovich.

Join us this Wednesday for a new episode where Roger discusses becoming a disruptive accountant with Daniel Burrus.

Join us this Wednesday for a new episode where Roger discusses the dos and don'ts of buying and selling businesses with Brannon Poe.

Join us this Wednesday for a new episode where Roger discusses acquisitions and overcoming imposter syndrome with Natalia Zacharin.

Join us this Wednesday for a new episode where Roger discusses a winning marketing strategy with Matt Banker.

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

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

Join us this Wednesday for a new episode where Roger discusses choosing your parnter in a partnership business with Russ Anderson and Russ Bradshaw.

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

Join us this Wednesday for a new episode where Roger discusses remote work lifestyle with Shlomo Freund

Join us this Wednesday for a new episode where Roger discusses hiring and automation with Jesse Rubenfeld.

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

Join us this Wednesday for a new episode where Roger discusses outsourcing and lead generation with Chris Ducker.

Join us this Wednesday for a new episode where Roger discusses bold and progressive leadership with Mark Cook.

Join us this Wednesday for a new episode where Roger discusses unlocking business growth through messaging and niche targeting with Terrell Turner.

Join us this Wednesday for a new episode where Roger discusses life insurance with Sarry Ibrahim

Join us this Wednesday for a new episode where Roger discusses subscription business models with Ron Baker.

Join us this Wednesday for a new episode where Roger discusses scaling your business through workflow management with David Cristello.

Join us this Wednesday for a new episode where Roger discusses staffing with Kara Laws.

Join us this Wednesday for a new episode where Roger discusses E-Commerce with Tom Ruscitti.

Join us this Wednesday for a new episode where Roger discusses aquiring an accounting firm with Lee Bowen.

Join us this Wednesday for a new episode where Roger discusses cashflow in your business with Mike Milan.

At this time of year, it's important to reflect on lessons learned, experiences, and plans for the future. Join Roger Knecht, host of Building the Premier Accounting Firm and President of Universal Accounting Center, as he recaps the year, and shares efforts to review the past and plans for the New Year. This is truly the time to work ON the business. Roger also speaks of the plans for the podcast and what we can expect in the year to come. Don't miss this opportunity to apply some important leadership principles in business. Enjoy and here's to a happy New Year. Your Host: Roger Knecht, president of Universal Accounting Center Roger is the President and CEO of Universal Accounting Center. He is a self-proclaimed workaholic and is passionate about what he does at Universal Accounting Center. He considers himself a God fearing family man that is passionate about helping others accomplish their dreams as accounting professionals. Outside of work, Roger loves spending time with family and friends. First and foremost he is always ready to travel, especially going on cruises, camping or going to his shack in the woods. Lately he's been introduced by some friends to going off road side-by-side trail biking. Roger also enjoys landscaping, motorbiking, and firearms. In short, Roger loves the outdoors and enjoys God's creations. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As a special and timely offer to our podcast listeners, we have a treat. These are two programs designed to help you work ON your business. First, you need a clear vision coupled with a definite plan. This is your opportunity to enroll for free in: Building Your Vision Board The Turnkey Business Plan for accounting professionals Then you'll also want to get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Friday for a new episode where Roger looks back at 2022.

Join us this Wednesday for a new episode where Roger discusses mental health with Randy Crabtree.

Daniel Alfon is the author of 'Build a LinkedIn Profile for Your Business Success', and a leading authority on LinkedIn. He helps professionals and businesses from all over the world to get the most out of LinkedIn and to use it as a powerful networking tool. In this episode, Daniel shares his vast knowledge of LinkedIn and how it can be used to build your business. He talks about the origin of LinkedIn and how it has evolved over the years, as well as how to create a profile that will make you stand out from the crowd. Daniel also shares his insights on networking, the Social Selling Index (SSI), and the metrics you should be observing to ensure your business growth. If you want to learn how to use LinkedIn to its full potential, then this is the episode for you! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Daniel Alfon Daniel Alfon is the author of 'Build a LinkedIn Profile for Your Business Success.' He joined LinkedIn in the early 2004 years and publishes articles, interviews, and exclusive content about advanced LinkedIn strategies for clients and subscribers and he has a website dedicated to this. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Friday for a new episode where Roger discusses LinkedIn best practices with Daniel Alfon.

Join us this Wednesday for a new episode where Roger discusses networking and scaling your business with Dr. Ivan Misner

Join us this Friday for a new episode where Roger discusses repurposing content with Kristy Honsvick.

In this week's episode, Roger Knecht interviews Business Networking Institute (BNI) Executive Director and business owner, Kameron Thorne about the power of networking. They talk about how he got into the meth cleaning business, and how he transitioned from business coach to an executive at BNI. Kameron talks about the intricacies of networking; how to network, networking versus marketing, the importance of referrals and much more. He also shares his personal adventures from his meth cleaning business and talks about meeting Bigfoot. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kameron Thorne Kameron Thorne is the executive director of BNI Utah North Region, a 15-year member of BNI, and a BNI national trainer. He also owns a company called Apple Environment Meth Remover, which is a meth cleanup consulting and product company. He is originally from Utah and has been married to his wife Jennifer for over 30 years. They have four sons and one dog, an American bully named Yeti. In the past, he has also been the vice president of a large resort management company, the CEO of a franchise organization, and a business coach with Action Coach. His hobbies include traveling to wherever there are palm trees, reading, and attending live baseball games. Kameron recently met 21 native Alaskans that claimed they've seen Bigfoot during a meth cleanup process. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As you work ON your business, be sure to consider the Turnkey Business Plan for accounting professionals. This specifically covers the 3 areas of the business you need to address to become the premier accounting firm in your area and get paid what you are worth. Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Wednesday for a new episode where Roger discusses networking and why referrals matter with Kameron Thorne.

Join us this Friday for a new episode where Roger discusses business leadership with Gabriel Stiritz.

Join us this Wednesday for a new episode where Roger discusses succession and exit planning with Christine Nicholson.

Are you working hard but not seeing the results you want? We've all been there. But what if I told you there is a way to double your income while working half the time? In this episode of Building the Premier Accounting Firm, your host Roger Knecht interviews business coach Loren Fogelman as they discuss the different pricing models; fixed fees pricing, hourly rate, menu-based pricing, revenue-based pricing and value-based pricing. They also talk about why it is important for accountants who would like to be paid what they are worth should consider switching to the value-based pricing model. Loren shares her insights and real-life examples of how this pricing model has helped her clients be more efficient with their time and improve their bottom line. If you're ready to learn how to get paid what you're worth, this episode is for you! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Loren Fogelman Loren Fogelman is a keynote speaker and one of America's top ranked business coaches. From 2018 to 2022, Loren's has steadily been recognized by HubSpot in its annual list of the world's top 22 business coaches. She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world's most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences. Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the "dollars-per-hour" pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling Revenues. She's a regular contributor to Intuit's Firm of the Future series, Accounting Web and the author of two Amazon best-seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take advantage of this opportunity to see how to move from hourly to value pricing. This is a Step-by-Step Free Resource that you don't want to miss. Receive these 10 Steps to package and price your services with more confidence. Also, there is an effective way to nurture and sell accounting services. It begins with Selling with Confidence, the proper way to nurture your relationship and have them see you as the expert. And then there is the process of inexpensively growing your business with the clients you deserve when you Strategically Sell your services. In fact, much of this is based on the principle found in the Cut to the Chase model that has been used by accounting professionals for years to comfortably convert business owners to new clients. Lastly, don't forget to get your FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

In today's business world, for an accounterpreneur it's not enough to be a good accountant to achieve success – you need to be a great business advisor. On this episode, Roger interviews real estate accountant and advisor, Ben Day, as they talk about how he navigates the ever-changing landscape of the real estate industry. Ben's shares his journey and how setting himself free from employment inspired him to start his own venture, focusing on real estate He talks about how niching into the real estate industry was a game-changer for his accounting business allowing him to scale his business quickly and efficiently. Ben opens up about why he works with off-shore talent and how working with a team has allowed him to step into the advisory space. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Ben Day Ben Day founded Lionshare Bookkeeping in 2017 with a simple goal - to make enough money for a down payment on a house that would kickstart his real estate investing journey. Today, Ben and his team help over a hundred real estate teams get their finances straight every month. Ben has taken the lessons he's learned along the way and packaged them together into his group coaching program - Built By Bookkeepers - which helps established bookkeeping professionals grow their own highly effective businesses by leveraging what Ben refers to as the Bookkeeping CEO Blueprint. Ben has served as CFO of a nine-figure real estate conglomerate with teams dedicated to underwriting, acquisition, lending, construction, property & asset management, and disposition. In addition to being a bookkeeping professional and coach, Ben is a real estate investor, a musician, a self proclaimed "beer snob", and generally tries to do too many things at the same time. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: If you'd like to learn more about Built By Bookkeepers, feel free to head to their website, where you can find out more about the Bookkeeping CEO Blueprint, download the free Roadmap to Scaling a Bookkeeping Team, and sign up for some 1-on-1 time with Ben to get some advice on what you should be focusing on next in your business. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Wednesday for a new episode where Roger discusses ethical outsourcing, tech stacks, and healthy mindset with Ben Day.

On this episode, Roger engages author, CEO and Founder of Charles Financial Strategies LLC, Sabine Charles, who also happens to be an exam success expert. They talk about how as accountants we can overcome that fear of exams so we can finally achieve the certifications that would set as apart from the competition. Sabine shares her story from majoring in French & Spanish to becoming an accountant and also her journey to becoming an entrepreneur. She talks about how she ended up creating her own study techniques after failing her exams time and time again. They go deep into the reasons why people fail their exams as well as the strategies we can use for studying and preparing for exams. As an entrepreneur herself, Sabine shares the lessons she's learned from starting her own business, how she's managed to achieve a work-life balance, and some of her time management techniques. She also shares her greatest achievements and advice to us as accounting professionals Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dr. Sabine Charles Sabine Charles is an entrepreneur, motivational speaker, board advisor, author, and exam-prep expert. Sabine has over 20 years of experience as an Executive Audit Director. She has proven leadership and results-driven success advising fortune 500 senior executives in Internal Audit Controls, Business Risk, Fraud Investigation and Operational Auditing. Her Big 4-background contributes to her expertise in building financial infrastructure, and refining audit systems that improve productivity, reduce cost, and stimulate growth. She has a broad range of knowledge in global operational and information technology audits, investigations, as well as accounting in financial services and higher education industries. Sabine is regarded as an extraordinary communicator, fluent in 5 languages with the ability to engage globally at all levels. Considered an industry expert and highly effective at coaching and motivating individuals to perform at their fullest potential, she is a highly sought-after guest speaker for conferences, workshops, business meetings, podcasts and lectures. Some of her previous places of employment include Deloitte, Citibank, and American Express. Sabine is CEO and Founder of Charles Financial Strategies LLC, which is a certified Minority-Owned and Woman-Owned business. The firm was founded in 2011 on the principles for developing and delivering high-quality assurance services, risk management assessments and corporate training programs. Through TAPA Institute (Transformational Audit Practitioner Apprenticeship) a division of Charles Financial Strategies LLC, Sabine teaches professionals how to learn to pass certification exams. Sabine is a published author. Her first book, Cracking the Code: Techniques for Certification Exam Success features clear and concise techniques to maximize productivity and optimize a professional's time when preparing for certification exams. Her newest book, The CPA Doctor and the Certification Superpowers is hot off the press and combines comic-image storytelling with audit concepts. Additionally, Sabine has a published article, Enhancing the Internal Audit Activity Through Emotional Intelligence - Association of College & University Auditors. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE 15 consultation which can be scheduled from her website tapainstitute.com Also check out her summits: https://www.tapainstitute.com/summits Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Friday for a new episode where Roger discusses overcoming the fear of exam failure with Dr. Sabine Charles.

On this week's episode, Roger chats with sales tax professional Jason Parr on everything we need to know as accountants about this fabled margin killer. Jason starts by sharing his story of how he started out as an accountant, from dreaming of becoming an Engineer but instead working at an accounting firm and now running and becoming President & CEO of an accounting firm. Jason shares why he niched into sales tax and why it is important that as accountants for new and old businesses, understand sales tax in the new world of online sales. He also shares some nuggets of knowledge that accounting professionals should be aware of in regard to sales tax as well as how you can know if your client is compliant. Jason also drops some advice for accountants on how to help their clients who are facing this issue. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jason Parr "Parr" is where the buck stops at Peisner Johnson. And it's a good thing he's been with the firm for almost 25 years. It takes that kind of deep experience in all the services we perform to make sure we have the right people with the right clients to drive the results our clients deserve. Parr lives in Dallas, and he and his wife have 6 children and 12 grandchildren. He enjoys golf, racquetball, ultimate frisbee, and a new favorite that's popular at their St George, UT Office: Pickle Ball. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: What's Next Call – Sales Tax Q&A Your 'What's Next' call is absolutely free, and it's meant to be a consultative discovery call. We learn about you and your business operations, you learn about us, we answer questions you have, and provide you with important details related to nexus, taxability, and how to become compliant. It's not a sales call (though you might very well be interested in what we can do to offer you peace of mind). We're perfectly happy if you leave this call educated on the issues, but don't need our help. We want you to be confident on your next steps, with or without us. A free consultation where you talk to a sales tax practitioner and not a sales rep – that's a 'What's Next' call. Give us a try for some peace of mind. https://peisnerjohnson.com/whats-next/ Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Wednesday for a new episode where Roger discusses sales tax with Jason Parr.

So, you want to become a CFO or you're thinking adding CFO advisory services to your firm's list of services, but what exactly is a CFO and what do they do? This week Roger chats with Adam Lean, co-founder of TheCFOProject.org, who has also had experience building and selling companies, as they discuss about what a CFO is and what it means to be a CFO. Adam shares his story of how he got into accounting and then into business, building up his e-commerce business at the start of the internet age to where he was making a million dollars in sales. Adam says his accounting background and his knack of understanding numbers was key to the success of his businesses. This then led him to offering his services as an outsourced CFO for smaller businesses. He goes into detail as to what it actually means to be a CFO, why businesses need a CFO and why accountants and bookkeepers should consider becoming one. He also shares how you can get started becoming or offering CFO services and how you can convince your clients they need the service. Adam also shares details about his membership program. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Adam Lean Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners he realized his passion was teaching and providing tools to business owners to help them make more money and have peace of mind. Adam lives in Jacksonville, FL with his wife, Holly, and their Great Pyrenees dog, Cooper. TheCFOProject.org is a leader in training financial professionals on offering an outsourced CFO service. Through our exclusive membership program, we provide training, community and support to accountants, CPAs, bookkeepers and other financial professionals who have a heart for helping business owners improve their businesses. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Become a certified CFO with the Universal Business Builder Program and Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON their business. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777