Building the Premier Accounting Firm

Join us this Friday for a new episode where Roger discusses pricing the CFO's role in the business and becoming the outsourced CFO with Adam Lean.

Ever thought about getting into the accounting business? Where would you start? One solution could be buying an already established business to save yourself the trouble of starting up. This week Roger sits with Patrick Dichter, who is the new owner of Appletree Business Services bought in late 2021. Patrick shares his journey and experience buying an accounting firm, having come from a non-accounting background. He talks about the steps he took as he was buying the firm and also how he went about valuing Appletree before buying. Patrick also talks about how he was able to introduce CFO, advisor and coaching services, which was a game changer to his bottom line, bringing in tens of thousands more in profit. He also explains why Appletree bundles their bookkeeping and tax services as a way of offering more to it's clients. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Patrick Dichter Patrick has been helping small businesses grow for +10 years. He kept seeing the need for better bookkeeping and cash flow management. In late 2021 he purchased Appletree Business Services - a quality bookkeeping and tax firm focused on small business. He enjoys partnering with owners to hit their goals and get their lives back. Patrick holds an MBA from University of Denver and is a self-proclaimed 'business geek.' He lives in New England with my amazing wife, Brie, and our three young sons. I'm a true business geek with a fly fishing addiction. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As part of the discussion Roger and Patrick brought up the community and they briefly mentioned PASBA, the Professional Association of Small Business Accountants. Patrick is offering a free financial growth analysis - 1 hour to identify the 5 profit and growth metrics in your small business that aren't in your current bookkeeping and financial reports. Go HERE to schedule a time that is convenient for you. Also, get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide 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 steps you need to take when buying an accounting firm with Patrick Dichter.

Join us this Friday for a new episode where Roger discusses accounting firms being a number 1 target for scammers with Tyler Otto.

Join us this Wednesday for a new episode where Roger discusses asking questions for better communication with your clients with Will Hill.

Join us this Friday for a new episode where Roger discusses scalability with Brad Fisher.

Join us this Wednesday for a new episode where Roger discusses technology implementation with Reanna Ritter.

As an entrepreneur, you are the visionary for your business. You are the one who comes up with the ideas and who sets the direction for the business. But as your business grows, you can't be the one who is doing everything. You need to delegate and systemize your business so that it can run without you. On this week's episode, Roger chats with Systemology expert David Jenyns on the importance of systematize your business and the benefits it could have for your enterprise. Systemizing your business is key to long term success. When you have a system in place, you can train your employees how to solve their own problems and stop over-reliance on the entrepreneur. You can also build your business to be a self-sustaining, living, breathing entity, so that the business can run autonomously from you (the owner) and key employees. David also goes into intricate details on the 7 steps you should take as you systematize your business as well as key principles from his book. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: David Jenyns In 2016, David successfully systemized himself out of his business, one of Australia's most trusted digital agencies, Melbourne SEO. 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. Offers: Get Critical Client Flow Template http://systemology.com/resources Learn more of Systemology HERE 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 801.265.3777

Join us this Wednesday for a new episode where Roger discusses the 7 steps of systemology with David Jenyns.

On this week's episode, Roger talks with tax preparation and planning expert Randy Crabtree on the differences between tax preparation and tax planning, how accountants can start charging more by helping their clients save on their taxes. The difference between a credit and a tax deduction. They also talk about staffing; how you can now only draw in but retain your employees, , niching and how to develop your own niche, mental health issues among other topics. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Randy Crabtree Randy Crabtree is the host of his own podcast, 'The Unique CPA'. It is ranked as one of the top 5% most popular shows in the podcast spectrum. He is also the Co-founder and partner of Tri-merit Specialty Tax Professionals. He's is an author, lecturer and the president of a 501C3 stroke survivors empowering each other organization and part owner of an award-winning craft beer and bottle shop in Chicago. In December 2021, he was listed as one to watch in the section of Accounting Today, and is among the 100 most influential people in accounting. In may he was appointed into its tax counsel for a third-year term. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: https://tri-merit.com/ Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Join us this Wednesday for a new episode where Roger has a great conversation with Randy Crabtree.

This week, Roger chats with Scott Snider, President of the Exit Planning Institute (EPI) about planning your exit from a business venture. In their conversation, they answer the all-important but dreaded question; 'Should you have an exit strategy for your business?'. Scott also shares tips on how business owners can increase the value of their businesses whether they are planning for an exit or not. He also shares valuable insight as to why he believes 'Exit Strategy is Business Strategy'. They also break down the role accountants can and should play when it comes to preparing their clients for an exit among other informative topics. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Scott Snider Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. Scott is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. He launched his first business at the age of 17. At 24, he sold to a strategic buyer (his first "exit") and joined his father, Chris Snider, in private exit planning and M&A firm Aspire Management. With their passion for business strategy and serving owners and advisors alike, Scott and his father Chris purchased the Exit Planning Institute (EPI), introduced the Value Acceleration Methodology, wrote an award-winning book called Walking to Destiny, and effectively increased the business size by 10x. As an exited business owner himself, Scott's passion is helping business owners create significant companies while aligning their personal financial plans and helping the owner find and tap their personal purpose. He and his EPI team achieve this through educating professional advisors who surround the business owner during this journey. Creating not only significant companies but significant teams and outcomes.Outside of business, Scott is active inside his community. He serves on various boards and was a former professional indoor soccer player and team owner in the Major Arena Soccer League (MASL). Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Check out the Exit Planning Institute Chapters 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 801.265.3777

Join us this Friday for a new episode where Roger discusses exit strategy as business strategy with Scott Snider.

Join us this Wednesday for a new episode where Roger discusses connecting with clients and understanding their needs with Justin Hatch.

Join us this Wednesday for a new episode where Roger discusses overcoming objections and how to negotiate with Michelle Weinstein.

Join us this Wednesday for a new episode where Roger discusses simplifying the complex and inspiring your clients with Anish Baheti.

In this special video episode, Roger Knecht speaks to John Biggs, the founder of Incite Tax and the author of Profit First For Microgyms. Biggs shares his journey starting his business. From his experience, he discusses the challenges that business owners face regarding their finances. Having overcome these challenges, Biggs shared solutions, breaks myths surrounding taxes and offers tips on how to interpret the numbers in business. He also shares tips on how to be productive and not burnout so you attain a work-life balance Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: John Briggs John Briggs is the founder of Incite Tax and the author of Profit First For Microgyms. His theme is, "The IRS Sucks", and business owners should keep more of their money to build long-term wealth. He has built an amazing team of Nontraditional accountants to help combat the IRS bullying. Through his 12+ years of Entrepreneurship he has learned that achieving a highly profitable business can be overwhelming, particularly with all the barriers and unknowns that new owners are forced to deal with. Entrepreneurs can quickly become stressed and burnt out, and often sadly give up on the mission that they set out for. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: For those accountants that love serving clients but don't love the back-end business side of running a firm, Incite has a unique model that lets accountants enjoy the benefits of being a business owner without the headache. Watch this video if you want to see how it works. https://youtu.be/fH8RA9KAH5A You should also check out this FREE resource for accounting firms, we call it the toolbox. Find the tools you need to work more efficiently and profitably to have the premier accounting firm in your area. Also, take advantage of this FREE Money Management course designed to help individuals with their personal and family finances. From the basics to best practices learn how to live within your means and stay out of debt. You'll be amazed at what you can accomplish in just one hour. Enjoy Money Management and be sure to also share it with others. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Join us this Wednesday for a new episode where Roger discusses social media marketing with Shaily Hakimian.

This week, Roger interviews business owner, and strategic partnerships expert Rachel Fisch on how accountrepreneurs can understand and build strategic partnerships to help their businesses become more profitable. She explains how we as accountrepreneurs can use our contacts to come up with business opportunities and form strategic partnerships. For example; asking a client who you do bookkeeping for to refer your services to their clients and or fellow entrepreneurs. Having experience in the tech industry, Rachel also points out a gaping opportunity for accountants to partner with start-ups and tech companies to offer their services. She also explains what to look out for when we are acquiring new businesses. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Rachel Fisch Episode Title: How to Leverage Strategic Partnerships with Rachel Fisch Rachel Fisch has worked at Sage for a number of years. She has also owned and operated her own business and has insights regarding starting or purchasing a company. In her bio she points out that she loves to live and work at the intersection of accounting and technology and focuses on things like strategy, technology and strategic partnerships. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: You could be a viable resource in helping clients improve their credit scores in order to stabilize their business's financial standing. Check out our Business Score Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Join us this Friday for a new episode where Roger discusses Leveraging Stretegic Patnerships with Rachel Fisch.

Join us this Wednesday for a new episode where Roger discusses the 5 P's with Pete Mohr.

Join us this Wednesday for a new episode where Roger discusses the blueprint for living a tax-free life with Daniel Blue.

In this special video episode, Roger has a sit down with Chad Hymas decorated speaker and life coach, also listed among the world's 10 most inspirational people in the world by the Wall Street Journal. Chad shares his personal story of how he overcame the odds, being 95% paralyzed, and still attain huge success and commanding huge respect in his field. Chad says that it was by putting aside his ego and pride and choosing to rely on others, his family and close friends that he was able to make it far. Chad also talks about his eight pillars of success and how he's been able to build them up by delegating to others. Join us on YouTube for the full video Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Chad Hymas Chad is the owner and founder of Chad Hymas Communications. He does a variety of speaking around the world actually addressing the number of things that all of us can relate to which is mindset related staying positive among other things addressed in this week's podcast. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Chad's Offers: https://www.chadhymas.com/ Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Wednesday for a new episode where Roger discusses having a profit mindset with Andy Cristin.

Join us this Wednesday for a new episode where Roger discusses avisory services with Dominique Molina.

Join us this Wednesday for a new episode where Roger discusses all things sales with Merit Kahn.

Join us this Wednesday for a new episode where Roger discusses niching, marketing, and systemitizing your business with Allison Williams.

Join us this Wednesday for a new episode where Roger has a discussion with Laura Shepherd.

This week, Roger interviews cash flow expert David Safeer, Founder and CEO of David Safeer International, an institution that trains accountants on matters of cash flow, and also works with CFOs to optimize their cash flow and run businesses more effectively. They talk about all matters cash flow; managing cash flow, cash flow strategies etc., the reasons why most businesses fail and how as an accountant you can predict the future and help businesses deal with cash effectively. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: David Safeer David Safeer is a globally recognized expert in cash flow optimization and the founder of David Safeer International, which educates and advises accountants and CFOs on cash flow and profit maximization strategies for their clients. His work has impacted hundreds of businesses with revenues from $1 million - $20 million in 40 countries. As vice president and general manager of Kodak Latin America, he transformed his division from years of loss to profitability in 18 months. As president of Iomega Latin America, Inc., David grew revenue by 404% in 5 years and profits by 181%. David has a master's degree in International Management and 20 years of working with Fortune 100 companies such as Morgan Stanley and Dell. David teaches accountants how to grow their revenue with cash flow advisory services through his cash flow advisory certification program and mastermind groups. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Schedule and have a 30-minute call with David to discuss any challenges you or your clients are having and attend a month of David's Cash Flow Advisory Masterminds for free. This includes access to the Mastermind archives to explore case studies and cash flow frameworks, strategies, and tactics. Between the call and the month mastermind sessions, that's a $650 value. Also download the EBook 10 Easy No Risk Habits to Start Managing Cash Flow Today Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this week's episode, Roger Knecht and Trevor discuss the technologies and softwares and how they impact you and how you run your business. Trevor gives a Step by step illustration on ways you can change or translate technical concepts into easy concepts that are easily understood by the clients. Learn how you can accelerate your business growth through innovative ways. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Trevor Ewen Trevor is an experienced software engineer, and real estate investor. He has an MBA from London Business School and Columbia Business School. He is a Southport Ventures partner and the CEO of Southport Technology Group. He manages full-stack teams in clean energy, insurance, finance, and media. Notable engagements include Morgan Stanley, HBO, Honest Buildings (now Procore), Black Bear Energy, and PRco. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Business owners (or administrators) can book a 30-minute virtual coffee with a member of our team here: https://stg.software/coffeeIt's free. We send you a Starbucks gift card and do a quick technical survey on your business. After the call, we compile the information into a free report and send it over. BizBench Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Join us this Wednesday for a new episode where Roger discusses building custom technology in your firm with Trevor Ewen.

This week, Roger interviews Kim Curtis, President and CEO of Wealth Legacy Institute and author of Amazon best seller, 'Money Secrets: Keys to Smart Investing'. Kim is highly regarded in the financial planning industry and was recognized by the Journal of Practical Estate Planning. They talk about what wealth management entails and the role wealth managers as well as accountants play in planning the financial aspect of their clients lives and getting them ready for retirement. They also discuss 'The Law of 72' and having a healthy relationship with money among many other topics. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kim Curtis Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™. Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and the Wall Street Journal. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Click on the following links to get offers Retirement Secrets: Keys to Retiring Happy, Healthy & Free Money Secrets: Keys to Smart Investing Aging Parents Checklist Get a FREE copy of these booksall accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Join us this Wednesday for a new episode where Roger discusses money management with Kim Curtis.

This week, Roger chats with Mike Capuzzi, publisher, author and book publishing coach, about the power of shooks otherwise known as short books, and how you as an entrepreneur can use them to market your business. Mike breaks down how you can use shooks to reach clients and establish yourself as market leader in your field. He further explains why you should publish a shook and the advantages of shooks for the author and its readers. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mike Capuzzi Mike Capuzzi is a publisher, author and book publishing coach and has been helping clients create exceptional marketing results since 1998. In 2019, he launched Bite-Sized Books, a new publishing concept formula for creating short, helpful books (known as shooks™). Shooks are ideal for business owners, entrepreneurs and corporate leaders who are looking to increase their level of authority, while also providing helpful information in bite sized books. Mike is the author of 15 books, including two Amazon #1 Best Sellers, The 100-Page Book and The Magic of Short Books. If you've ever wanted to write a non-fiction book but weren't sure how to do it, you're going to love what Mike has to share today. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

This week, Roger talks with Jeff Cohen, a Desired Speaker, Certified Profit First Professional, Management Consultant & Business Coach, with over 20 years of entrepreneurial experience, who also appeared and went toe-to-toe with the Sharks on ABC's 'Shark Tank'. They discuss matters of accountability and how as entrepreneurs we can be responsible and accountable for our actions and create a culture of accountability in our businesses. Jeff also reflects on his personal failures, declaring bankruptcy during the height of the 2007 recession, and the lessons he learned from this experience. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Jeff Cohen Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: To get the first chapter of the Countonable book for free, click on this link www.countonable.com Download the free resources and the first chapter of the book. Feel free to reach out and schedule with his team Get your free copy of Profit First Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this episode, Roger and Best-Selling author and former UK Entrepreneur of the Year, Steve Pipe, discuss the importance and role that accountants and wealth managers play in creating a good quality of life for their clients. Steve shares his personal story of how he helped his dad, a printer who felt overwhelmed by the shift in technology in the industry, retire early by creating a personal balance sheet for him. They also discuss why as an accountant you should always give one-page summaries to your clients and much more Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Steve Pipe Previously named as the world's most highly rated accountant and advisor to accountants, Steve is a best-selling author, dynamic speaker and former UK Entrepreneur of The Year. As a co-founder of Speakers for Good, he is a passionate advocate of the Business for Good movement, where his goal is to help provide 100 million days of help to people in need across the world (with the total amount provided so far standing at 19million days). His books for accountants include "The World's Most Inspiring Accountants", which has been described by other practice development gurus as a "masterpiece", "ground-breaking" and "desperately needed", and "The UK's best accountancy practices", which ICAEW President Mark Spofforth describes on the dust jacket as "brilliant" His other books include "101 ways to make more profits", "Stress proof your business and your life", "How to build a better business and make more money", and the "Better business, Better life, Better world "trilogy In 2021 he is researching and writing "The world's most inspiring businesses". Outside of work Steve has been married (to an accountant) for almost 40 years, has three adult children, and lives in Yorkshire. His hobbies include playing tennis badly and playing blues guitar terribly. 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 Steve's book, 'Our Time to Rise.' This is a book about the extraordinary economic, social, personal and emotional impact accountants across the world are having. Click the following link to get a copy www.ourtimetorise.global and www.stevepipe.com Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In our latest podcast this week, Roger Knecht speaks with Leadership Communications Expert, John Bates on the power and the science of effective communication. You will learn how you can inspire others through the way you communicate and how learning to communicate effectively can lead to personal growth and development and make you a better leader. If you're a public speaker, you'll also learn what it takes to deliver a world class TED talk and how to make an emotional connection with your audience. 'Communicating with human beings is not logical but biological.' - John Bates Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: John Bates As a world-renowned Leadership Communication expert, trainer and "Executive Whisperer" John helps great leaders change the world. John is also one of the most prolific and successful TED/TEDx-format speaker coaches in the world. John has spoken on stages across the world, at TED and TEDx events many times and has trained thousands of top leaders in both the TED-Format as well as coaching them in the great leadership tools that mastering the TED format brings to leaders; influence, emotional intelligence, leadership presence, authentic connection, deep vision transference, and much more. Sponsors: Business owners (or administrators) can book a 30-minute virtual coffee with a member of our team here: https://stg.software/coffeeIt's free. We send you a Starbucks gift card and do a quick technical survey on your business. After the call, we compile the information into a free report and send it over. Also, learn what you can do to communicate better with your clients as their Profit & Growth Expert using BizBench to effectively benchmark their business and offer strategic insights. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Are you leveraging your online presence to get the clients you deserve? In this week's episode, Roger Knecht speaks to Donna Serdula on how to leverage your LinkedIn profile, LinkedIn best practices, how to brand your LinkedIn so that you are seen by your target audience, how to build and leverage your LinkedIn connections and much more. Listen in and learn why your LinkedIn is so important to your end goal as a professional or as a business, and how to set up your profile the right way. Get ready to take some great notes, in fact, have your Linkedin profile up and ready to work on as you listen in. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Donna Serdula Donna Serdula is the pioneer of the concept of LinkedIn profile optimization.She is an in-demand speaker throughout the US and has been featured on Business Insider, Time's Money section, WallStreet Journal's Market Wartch, LA Times,NBC among other news outlets. She is a keynote speaker and an author. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get in touch with Donna through LinkedIn for further assistance on how to set up your LinkedIn profile and how to use the full potential of LinkedIn. https://www.linkedin.com/in/todonna/ Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this week's episode, Roger Knecht speaks to Blaine Oelkers on 21-second-habits. In the conversation, Blaine gives tips on how you can create habits that bring success and results instantly and stick with them for a lifetime. Learn ways of how to personally implement and get the right stuff done. Get insights on the power of the mind. What you find in the mind is very important, hence one should be careful not to fill it with negative thoughts. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Blaine Oelkers Blaine Oelkers is America's only Chief Results Officer and a leading authority on personal implementation. He is an expert on creating valuable doneness. He loves to help people get results and advice on the habits that bring success and results. Blaine is; - LinkedIn TOP Connector! 25,000+ 1st-Level connections, 1.7M 2nd-Level and 786M 3rd-Level - TEDx Talk over 190,000 views - Leading authority in personal implementation and consistency - Habit Master with a documented streak of 1454 days in a row and counting! - Lifetime work-from-home entrepreneur - Graduate of Purdue University & Stanford University's Entrepreneurship Program - Co-author of 3 books & frequent podcast guest - Oversees more than 20,000 weekly personal implementation plans check-ins per year Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: There are several resources that you can benefit hugely from. Blaine's TEDx Talk Mastering Think and Grow Rich – Create the Life You Desire 21-second-habits-guidebook Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this week's episode, Roger Knecht speaks to Michael Jones on cash flow, providing great quality products or services and building a relationship with your clients or customers. Michael gives tips on how to come up with policies in the business to help come up with solutions or reforms for the issues encountered in business while handling clients. Michael also talks about mental health awaressness while running businesses. He offers tips on how to deal with such a situation. He addresses the need to be able to be, if nothing else, more sensitive and aware and be willing to talk about this and be willing to help people deal with such situations. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Michael Jones Michael Jones is the Vice President of Business Development Company. He has led a number of businesses helping in their growth especially in the technology industry. He has previously served in numerous executive leadership roles including President and CEO of publicly traded diabetics technology and disease management service company. He has also pioneered the advancement of video based telehealth and telemedicine technologies. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: If you are a consultant or fractional CFO of a cash flow advisor, someone that just would like to know about how they can help their clients, especially from a cash flow situation, there is a solution for you. Michael has some great programs for accounting professionals that you can participate as a partner or affiliate to Ventech. Contact Michael today and get the information you need. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this week's episode, Roger Knecht speaks to Josh Fonger on some insights regarding coaching from a practical level. Josh points out the benefit of hiring people to do some of the work they are experienced in so you as the business owner can focus on more revenue producing things or what you enjoy doing. This helps grow a company and through systems liberate ourselves from the day-to-day operations of the company and at the end of the day, the business becomes self-sustaining. Josh also speaks on time management urging us to recognize certain times of the day when we are most active and able to achieve so much. He urges us to be more deliberate and manage time effectively. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Josh Fonger Josh Fonger is the CEO of WTS Enterprise. He is a business performance architect and an international business consultant, coach and speaker. Josh has a unique experience helping businesses grow, simply by using the WTS method. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a summary offer of the book; ' Work the System: The Simple Mechanics of Making more and working less." Go to https://wtsenterprises.com/ to get access to this book. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this week's episode, Roger Knecht and Iilens Dort discuss how business is about people, helping people, improving people and making people better. They point out how people are resources in business that need to be leveraged and inspire them to be great leaders. Individuals are a great asset in our business and lives hence why it is important to be good to people. Dort speaks of the need to give back to society so as to take the blessings we've received and help those that are not able, this could in turn be something positive down the road. He also points out that every problem has a solution. We need to be open and vulnerable enough to go to our peers, go to our master groups and in those mastermind groups maybe share situations we're experiencing and get input and suggestions from these people. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Illens Dort Illens Dort is the President and founder of Maximum Impact Council. He is also the author of 'The 5 Secret Fears of Failing in Business ( And How To Overcome Them). He was born and raised in Haiti and is currently living in Utah. Dort loves to help business people to grow themselves and their businesses. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a copy of the The 5 Secret Fears of Failing in Business book. Iilens will pay for the shipping and handling and send you a signed copy of his book. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Also don't forget The turnkey business plan; it's essentially what all accounting professionals need to understand as they're running 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 801.265.3777

In this week's episode, Roger Knecht speaks to Chris on using technology to improve your business. Technology can be overwhelming for some individuals but getting to understand the best timing to implement it in the business and using the right one makes a great difference. Chris explains the different software applications that you can adopt to efficiently do your work and be that hero who brings solutions to their clients. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Chris Paolucci Chris is the alliance manager in the mid market space for Tipalti. He has been working in the financial technical space for seven years to help organizations improve their processes and increase their efficiencies utilizing a robust tax stack. He currently works with CPA firms, bookkeeping firms and consulting firms that are looking to bring value to their business and more importantly to their client base. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Request a demo from someone Tipalti even with Chris where they will find out more information about you, your clients, the organization and offer you a solution in relation to your business needs. Find ways to systematize your marketing and sales and more importantly learn about the best practices and CRM ensuring that you're staying in contact with those that are potential clients all the way through to getting them as an engagement. Learn more about the universal CRM. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this week's episode, Roger Knecht speaks to Melanie Power and Andrew Robertson, founders of the global movement for bookkeeper revolution. Melanie is well known for her role at Xero as the head of bookkeeping and growing her own practice to 120 clients in a year. Andrew is a chartered accountant who has transitioned his own mid tier accounting firm from compliance to advisory work tripling his revenue with one-third of the clients. He is designing systems that help businesses track their records so they can normalize the tax they pay. In their conversation, Melanie and Andrew share tips on how to build confidence and competence to help you get to a point you understand pricing and how to do it right and get paid what you are worth. Your Host: Roger Knecht, president of Universal Accounting Center Our Guests: Andrew Robertson and Melanie Power Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Perfectly Price Your Bookkeeping Packages Without Spending Hours "Guestimating" Over Proposals And Short changing Yourself! Find out more using this Pricing Calculator Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Also don't forget the turnkey business plan it's essentially what all accounting professionals need to understand as they're running 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 801.265.3777

Roger and Joe discuss things you can do in business to make sure you are going beyond just providing financial reports but literally stepping into your clients world and helping them do things that can ultimately help them with succession planning. Learn about the six disciplines of advisory from this conversation Financial advisory Technology advisor Operational advisor Knowledge advisor In this episode, you will learn about data information knowledge and wisdom and that road that you play as you help your clients. Joe also speaks on the importance of attending conferences as a way to strategically place yourself in order to gain more knowledge and information to help your clients grow. It's in these conferences that you will be exposed to upcoming trends and technologies that you can share with your clients and they will perceive you as an expert in your field. This is another episode you'll be glad you heard so sit back, enjoy and be sure to take some notes. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Joe Woodard As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. Joe is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-2021 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession. Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry. Offers: Register for Joe's Scaling New Heights 2022-Registration (woodard.com). He is offering a 10% discount that will expire on June 22nd. Please use the coupon code- "UAC" You'll also want to get a FREE copy of these books that all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Also, see what you can do to become a Profit & Growth Expert offering quality CFO & Advisory Services following the Universal Business Builder model. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. 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

Roger is happy to bring Mitchell Levy back to the podcast for another timely discussion. They cover a variety of topics beginning with a subject we each need to consider both personally and professionally, the need to bring creditability to the relationships we have. After hundreds of discussions with successful and influential business leaders, Mitchell shares some of his observations and insights including the need for us all to be timely, and punctual. Time is a precious commodity so we all can do a better job respecting our time. Roger and Mitchel also discuss the importance of purpose & passion, but can we also articulate it. What is it we need to do to clearly explain what we do and why it matters? Learn what a CPOP is and how we can communicate it more clearly. There are some important lessons here for us to hear. Then they discuss whether we are listening well to others? Not just hearing but also understanding. I think many would agree, that life can be hard and scary but Roger and Mitchel want to bring some light to the situation. In fact, they clearly point out that we each can fix this, that we individually can make a difference, you perhaps are the difference that is needed in the world, in the life of those you are interacting with. Basically, we each need to be a better person. This is another episode you'll be glad you heard so sit back, enjoy and be sure to take some notes. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mitchell Levy Global Credibility Expert Mitchell Levy is a 2x TEDx speaker, an international bestselling author of over 60 books, and an executive coach at Marshall Goldsmith's 100 Coaches. After interviewing 500 thought leaders on credibility, he published a 7-country international bestselling book, delivered a powerful TEDx on humanity, created courses, and created the Credibility Nation membership community to help those live, learn and surround themselves with others on the credibility journey. He's an accomplished Entrepreneur who has created twenty businesses in Silicon Valley including four publishing companies that have published over 750 books. He's provided strategic consulting to hundreds of companies and has been the chairman of a board of a NASDAQ-listed company. Mitchell has been happily married for thirty-one years and prior to covid-19, would regularly spend four weeks a year in Europe with family and friends. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Becoming creditable is a characteristic that is an admirable trait to develop. Listen as Mitchell explains this principle and how it applies to each of us individually. This is Mitchell speaking at Tedx. Roger also mentioned this offer that Mitchell is giving the listeners of the podcast, 2 months of free access to creditability nation. Go here to sign up and participate in the Creditable Nation experience. And then there is the quarterly event, Ultimate Credibility Bootcamp that you are invited to attend. You'll also want to get a FREE copy of these books that all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

This is easily something we should discuss more often and it's time we do it now. Listen in as Roger and Hossein discuss the benefits afforded the accounting profession when using technology along with the areas of concern we don't want to forget. They address both the why and how we should be securing our client data. Of course we try to use technology to work efficiently but we also should consider a multilayered approach to security. In fact, Hossein shares with us the 3-step approach: protection, detection, response He then points out which and where should you be spending your money. This alone is a good reason to not miss this discussion. Have you ever wondered what it means to be an asset custodian? Well, listen in as they consider it and why it matters to accountants. I'm sure you've also heard of Ransome Ware, but what should we really know? Then there's the advice you don't want to miss, what is the weakest link in our security planning? In fact, what is our first line of defense when it comes to cyber security? Have your notepad ready! Roger and Hossein will also go over a variety of other topics you don't want to miss: updates and patches Two Factor Authentication, does it help? Let's understand that as accounting professionals that this is a trust-based business. Among the many things discussed they'll also go over some perks and benefits available to the profession. Think of this, what does working remotely afford us within the accounting profession? A larger pool of professional talent A endless opportunity in client acquisition. Have you considered becoming a digital nomad? Alright, sit back, listen in and enjoy this conversation with Roger and Hossein. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Hossein Dadkhah Hossein Dadkhah is the president of "ADVANTAGE IT," an IT consulting and cybersecurity advisory firm working with accounting firms across the US and Canada. His focus on strategic partnerships with small and mid-sized accounting firms has enabled him to help them with cyber risk mitigation and increasing operational efficiency. He has more than 20 years of experience in making companies more secure by addressing the most pressing and pervasive cyber risk challenges. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Hossein is offering a 30-minute "no-pitch" call to brainstorm on converting into a virtual accounting firm and see if it makes sense for your firm to go virtual SECURELY. If you are already operating virtually, this is a good chance to perform a high-level security conversation to ensure that you are protecting your clients, their data, and your firm. Click here to set a time to speak with him today! 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 to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

As accounting professionals, we are fortunate to see the success of our clients. They individually see their wealth increase but what can we do to help them manage that success. Now that the business owner is profitable what should they be doing with those monies? Listen in as Manos and Roger discuss various options that we can introduce to help them legally limit their tax liabilities, plan for tomorrow, and invest in the business, themselves as well as their key employees. This is the side of business success we need to be more familiar with and be prepared to point them in the right direction. It's being able to offer additional services beyond accounting to the clients. Manos and Roger consider ways to go beyond accounting to meet the additional needs the clients have. It's about becoming your client's Trusted Strategic Advisor with holistic strategic services to legally minimize their tax liabilities. Some topics that came up in the conversation are: Key Man Insurance and how it relates to buy-sell agreements. Keyman, or key person, insuranceis designed to cover critical individuals within a business organization who make significant contributions to its revenue. Deferred Compensation Plans A deferred compensation plan withholds a portion of an employee's pay until a specified date, usually retirement. The lump-sum owed to an employee in this type of plan is paid out on that date. Examples of deferred compensation plans include pensions, 401(k) retirement plans, and employee stock options. They also discuss trusts, charity contributions, investments, donations, and more. It's all related to Tax Mitigation Strategies. One thing that Manos points out that you'll want to listen to is why we need to avoid running the business as a hobby. Roger will also bring up with Manos golf and how it applies to business. He shares how it is there he sees the personalities that come out which relate to how people then act in business. You'll want to hear this as well. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Manos Cito Manos G. Cito, is the founder, owner, and lead advisor, of BACK9 Advanced Tax Planning Solutions. Manos has over 25 years of diversified financial markets experience. Manos and BACK9 ATPS work with CPAs that are frustrated with their work/life balance, concerned about fee compression, and are worried about the future of their practice. Manos founded BACK9 Advanced Tax Planning Solutions after seeing so many tax professionals struggle to fight the grind of high-volume tax preparation and compliance services for their current clients. Through his affiliation with Elite Resources Team Virtual Family Office, Manos provides access to a national network of partners with industry-leading expertise to provide more proactive, advanced and holistic services/solutions to their clients. This allows the tax professional to increase and diversify revenues, increase revenue per client, reduce the reliance of volume tax preparation and improve work/life balance without prospecting for new clients. Manos graduated from Seton Hall University and began his career as an institutional securities and foreign currency trader. He later moved into sales, brokering, and senior management for several global financial services firms before transitioning into wealth management and financial planning in 2007. Manos is also active in giving back to the community. He is a supporter of the Make-A-Wish Foundation, Society for the prevention of teenage suicide, Seton Hall University, and the Meridian Health Care Affiliated Foundations. He is a past member of the Seton Hall's Alumni Association Board of Directors, Trading Room Advisory Board, President's Council on Athletics, and Pirate Blue Athletic Fund. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Manos mentioned this team of professionals is available to help complement the accounting services we offer. Find out more about how you can network with other financial experts to help your clients, being for them their trusted strategic advisors. Go to www.BACK9ATPS.com and get your Free Q&A session / initial discovery call. They also discussed Time Management; an essential element we dare say we all struggle with. See what you can do to apply time-proven strategies to manage your day and work more effectively. Time Management Tools: https://www.uacourses.com/courses/time-management-tools Roger also offered a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, th

"Nothing happens until you make a sale" or get a client. Regardless of how good we are at the services we offer, without paying clients it doesn't matter. Listen in to this great conversation that Nate and Roger have to address issues and strategies surrounding online marketing to get the leads you need and how to then nurture them to become paying clients. Tax Marketing sounds great but too often we fail to get it done. Regardless it is essential to grow the business. So, let's first accept that we all experience a lack follow-through They will also discuss client relations, for example, who are you when it comes to your clients and which are you working with as well to build your business? Let's define each: Mentor, Contractor, Advisor, Coach Today, marketing and selling are all about doing. They'll discuss SEO and SEM, considering the short-term and long-term play to build an online presence to attract potential clients and build the business. Pay attention to hear what are 5 to 10 things you can do to improve your online presence? (Keep skyscrapers in mind) Maybe this is a question you've asked yourself, is a blog necessary or important to this process? Also, hear what Nate has to say when you play the SEM game, such as are you focusing on your negative keywords? They'll discuss why Google Business Profile is a powerful resource that many don't leverage and use to build your online presence. Have you claimed your business profile? Think about it. Nate also makes a great point, all roads lead to your website, do you have a call to action there? Consider using surveys as a way to engage your visitors. And of course there is also email marketing, should you be doing it? You need to hear this 😊 In the end, also hear what Nate has to say about "Living in the NOW"! So much to take in. Listen and enjoy this next amazing episode. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Nate Hagerty Nate is a veteran of the tax and accounting industry for two decades — with a focus on digital marketing — Nate has established a reputation for straight-talk and results on behalf of members and agency clients and has become a widely followed and respected leadership and growth voice to the industry. Nate created TaxProMarketer in May of 2007 in response to demand for relationship-oriented marketing implementation among his coaching clients. Now, 15 years later, the entire TaxProMarketer agency serves clients in the tax & accounting world all across the United States and Canada. Our clients use our services to build relationships with their prospects & existing clients, as well as to grow the value of their practice (for-profits now, and exits later). Before TaxProMarketer, Nate was the Marketing Director of a regional firm in Virginia. This firm grew from a small $50K/year practice to one which took in over $4MM in fee-based revenue (growing in less than ten years), with offices in Virginia, West Virginia, and Tennessee. From 2003 until 2007, he also worked as a coach and consultant to the tax and accounting industry, helping thousands of other practitioners in the US, Canada, Australia, and the UK bring in more clients and lead their teams well. Having founded and sold his first business by the age of 30, Mr. Hagerty (a member of Mensa) is a 3-time "40 Under 40" honoree by CPA Practice Advisor (alas, he's now too dang old), has been published widely in industry publications and is the author & editor of two Amazon bestsellers (Breaking the Tax Code, Vols. 1 & 2). The TaxProMarketer Digital Dominance Method not only algorithmically optimizes the various online properties for YOUR practice, but integrates Nate's relationship-building expertise, his passion for effective and clear communication (informed by his English degree from the University of Virginia), and his gift for writing copy that sells. He has been married for 20+ years (he loves his wife even more now) and has seven children -- four of whom they adopted from Ethiopia and Uganda. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As was discussed, do you have your Google Business Listing, get it now: https://www.google.com/business/ Be sure to also take advantage of the free assessment and complimentary Lead flow Acceleration session: http://advisorpromarketer.com Roger also mentioned this informative webinar to help you further understand how to best leverage your online presence to get the clients you deserve. It covers topics ranging from marketing to selling using automation and technology with proven strategies and processes to CRM's. Listen now to the Lead Generation and Automation webinar. Discover how to get the accounting & tax clients you deserve by leveraging your online presence using proven automated processes. Also, if you'd like to give back in your community consider a program working with youth

Let's take a moment and discuss FEAR. We can define it but more importantly concur it with preparation. "If ye are prepared ye shall not fear." D&C 38:30 But how does this apply to an accounting business, you'll understand, just listen in as Roger and Shane discuss it and the 4 things every accountant should address when running the business. They will also cover things such as: Why "purpose" matters. What difference are we really making? Our Impact / Your Impact – the little bits and pieces that make a difference Next Roger and Shane discuss the power of adding value to the quality accounting services, offering CFO and advisory services. Bringing perspective to the discussion with the business owner. There is a process, a turnkey model to offer advisory services as an accounting professional. Pay attention and you'll also learn the two essential elements of effective coaching. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Shane Lukas Shane is a business coach, Tedx speaker and strategist. His business, AVN – Inspiring Accountants provides accountants in practice the skills, training and resources to build better firms and to better serve their business clients by providing powerful business growth solutions over and above producing accounts; enabling those accountants and their clients to improve their businesses and achieve a better life as a result. Shane has authored many international best-selling books for business owners and accountants and regularly delivers talks on leadership and business growth solutions his books include the two best-selling books for accountants: Putting Excellence Into (your)Practice: A Proven Roadmap To A Profitable, Sustainable and Value Driven Accountancy Business and What's Next For Accountants: How to make the biggest threat facing the profession your biggest opportunity. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As part of this episode Shane offered two great additions to your library: Get your FREE copy of the following e-books Putting Excellence Into Your Practice What's Next For Accountants You'll also want to get this must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book Learn more about how you also can give back and make an impact through B1G1 See how Universal Accounting Center is having an impact. You'll also want to see how you can become a Profit & Growth Expert for your clients. Learn how to market, sell, price, offer and fulfill quality CFO advisory and coaching services. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777