Building the Premier Accounting Firm

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

It's time we talk about us individually, as business owners, entrepreneurs, but also the personal side that we also need to acknowledge as we run the business and work with others. Roger and Ted have an in-depth conversation that covers a variety of topics we all need to consider. For example, as business owners, an Accountrepreneur, are we coping well with the related stresses? What self-talk are we having on a daily basis? What is our relationship with our ego? Are we open to those around you that are ready to help? When interacting with our peers, our employees do we create an environment of belonging that is welcoming to those around us. How well do we hear what is being said, do we understand and practice Innate Listening? Are we being present throughout the day to notice opportunities? When we bring up Mental Health, is it taboo in our relationships either personal or professional? Have you considered how to balance compassion and expectations? Are we able to find the purpose and meaning in what we do? Are we willing and able to become vulnerable and why it is relevant when working with people? Employees, what happens when they are their own advocates and how do we perceive it? What does it take to delegate and are we ready? Do we really trust those we work with? There's a lot to discuss so sit back, enjoy and don't forget to take some notes. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Ted Paulsen Ted B Paulsen is a team leadership development and business packaging consultant who currently serves as CEO of Lecticon Learning and Development. Lecticon provides employee onboarding technology and professional development support as well as leadership and emotional wellbeing training and employee mental health support under the Blunovus Care brand. With his background as a corporate and securities attorney, beyond founding his own companies, one of which he took public, Ted has assisted business ventures raise hundreds of millions in capital. Having raised 5 children who have grown into a family of 20 with the addition of in-laws and grandchildren, Ted's family represents his greatest accomplishment. Ted is a "retired" athlete, having worked his shoulders and knees out of a real job. He now enjoys hiking, biking, and golfing. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As was mentioned in the show, consider working with a coach. They bring perspective the situation and help by asking the right questions to address the various things that need your attention while also holding you accountable for the things that are stated to be a priority. Learn more about the Advanced Coaching offered at Universal Accounting Center by calling 801-265-3777. There is no reason you can't be in business for yourself but not by yourself with Universal. 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 is a conversation that everyone will be able to relate to. Roger and Melissa keep it professional but will also make this personal. We each have destructive stigmas that we deal with that hold us back, especially when it comes to money. In fact, everyone has a unique money story. As accounting professionals are we inspiring and empowering our clients to be financially successful? It's not enough that we provide, we also need to be willing to teach business owners, CEO's their numbers in business so they can create more profit in their business. Ask yourself this, what are the similarities that exist between therapy and coaching? They'll also discuss how we can and should go ALL IN with our company and work ON our business. Oh, and they'll also discuss money "mismanagement" and the hole that it can become. Just because we're accountants doesn't necessarily mean we are perfect, great, or even good with our own money management, or should it? Have you at times felt like you are living with the imposter syndrome as an accountant? Sit back and enjoy this next conversation. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Melissa Houston Melissa Houston is the founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she's a Financial Strategist for CEOs and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. Melissa's seen the bottom and climbed her way back up, she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it. Melissa's passion is helping business owners go from 6-figure to 7-figure businesses and achieve their personal financial dreams. When Melissa isn't helping entrepreneurs become better CEO's of their business, she can be found at the cottage with her husband Jamie, two teen children, and three dogs. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide to have the premier accounting business today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals "in the BLACK, nine principles to make your business profitable" – e-book Profit First – the transformative process to apply in business to make profit deliberate and intention As was mentioned in the episode, we are and should become for our clients their strategic trusted advisor. We refer to this as becoming their Profit & Growth Expert following the processes outlined in the Universal Business Builder engagement. This is a great addition to your firm's offer, an additional revenue stream, and a client retention service. 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

Okay, this is a conversation that covers some good ground ranging from forecasts, planning, and analytics, to starting a business, technology and so much more. Yes, Roger and Martin are going to cover it all. For example, you'll learn the 3 big questions you need to consider when drafting a forecast: How big can this thing get? What does it take to do that? What are the levers to pull to make it happen? But that is just the start of it all. How does growth affect cash flow? What is the realistic pace growth can occur? We need to realize that accounting should involve more analytical work. We really should be more involved with our clients, and this is accomplished when using technology to find the time and freedom to do more for our clients. It's all about leveraging technology. With that said, find out how Jirva came into existence and the benefits you can experience using it and see beyond tomorrow, into the future for your clients. Think of it like this are you ready to jump out of the plane and move beyond accounting to advise your clients? Now is the time to become the Profit & Growth Expert for your clients. Hear what Martin also thinks of the future of accounting as it relates to AI (artificial intelligence) and technology. Enjoy the conversation and Stay Curious, Stay GRITTY Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Martin Zych Martin Zych is the co-founder and CEO of Jirav. He's career finance & accounting professional, specializing in high-growth tech companies. Previously, Martin was the Finance Director at Limeade and Zephyr Health and a Controller at Atlas Accelerator CFO firm. Over his career, Martin has set up dozens of finance functions and has helped raise over $200 million in funding. He founded Jirav to build the tool he wished he'd had available for him during his whole career as a finance leader at high-growth companies. Offers: This is a special and time-sensitive offer that you don't want to miss. The first 10 people who (1) sign up for a Jirav demo by emailing Martin's team at [email protected] and (2) mention this podcast (Building the Premier Accounting Firm), will receive a free baby stuffed giraffe animal. You know you want this so don't miss this opportunity. Also, get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book In addition, you need to work ON your business and consider this Turnkey Business Plan for accounting professionals. This is the course designed to help you start your business with confidence, addressing the most common questions faced with operating the business: Marketing Sales Pricing And so much more It's FREE so register now and get ready to take some good notes. 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 is a story of a personal and professional journey which come together nicely. Consider the thought that we are either working to live or living to work. Listen as Scott and Roger review choices made and how we are each finding our path, identifying our passion and purpose and then hopefully living in alignment with it! Trust us, it's a discussion you don't want to miss. Life is a journey and the choices we make take us on an adventure, but it is anyone's guess where it really may take us. Are you open to an adventure? So with that context, let's also discuss business. Scott is the founder of CPA Academy. How did it start, where is it going and what should we know as it related to the future of Continuing Professional Education, CPE? What should we know about formal online training and education? As you listen, consider the difference between training, certification – confidence, competence and how it applies to you as you offer quality accounting services. This is a conversation we are sure you'll enjoy. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Scott Zarret, CPA With more than 25 years of experience in the accounting profession, Scott Zarret, CPA, is widely recognized for developing innovative and highly successful marketing and sales strategies. Scott's platform (CPAacademy.org) has processed more than 5,000,000 registrations. An alumnus of the University of Maryland's Robert H. Smith School of Business, Scott began his career in the audit and tax department of what is now CohnReznick. Scott was named as one of the 2019 Top 100 Most Influential People in Accounting. On a personal note, he loves mountain biking. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Enjoy this free episode recently recorded and create your account with CPA Academy to have access to many other topics. MENTAL HEALTH INSIGHTS FOR ACCOUNTING PROFESSIONALS For Additional FREE Resources for accounting professionals check out this collection HERE! Money Management 101 - Payday Job Placement Assistance course Turnkey Business Plan for accounting professionals 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

Let's start this discussion with the sign so many of us see everywhere we go, "Now Hiring". It's affecting our clients and impacting our own ability to grow the business but there are options. Among the things discussed in this episode, Melanie and Roger will address the idea of outsourcing and using remote workers to grow the business. Listen and consider the topics covered and see what this may mean for you now or in the near future as you run your business. This applies to you and your clients so get ready to learn about Business Process Outsourcing, BPO, and how they can help. They'll discuss the help you can have to grow and save money. Have you considered working with a Virtual Assistant? From Bookkeeping, staff accounting, recording transactions, hiring a CPA and so much more. You may have thoughts that include mitigating risk and staffing issues or working with remote individuals, once something discouraged or frowned upon, but is now encouraged and welcome. Offshore accounting is not new, but it has become the new normal. Now is the time to embrace technology, while still working securely and safely. It's all about leveraging processes and systems to build the business. This is a timely discussion you don't want to miss. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Melanie Macatangay Meet Melanie Macatangay, CEO & Founder of 365BOOKSPRO. Melanie has 10+ years of experience helping small to medium size businesses with their accounting and bookkeeping. She holds a Bachelor of Science in Business Administration with a concentration in accounting, Certified Professional Bookkeeper and QuickBooks Specialist from Universal Accounting. She is a Filipino American and is devoted to providing the best quality financial services to SMBs and SMEs and enjoys helping businesses succeed along the way! 365Bookspro was established in 2015 and is an accounting & bookkeeping business processing outsourcing (BPO) company that helps Accounting, Bookkeeping and CPA Firms from small to medium-sized businesses unlock a superior financial strategy to achieve their financial prosperity! Our experience collaborating with companies in a variety of commercial industries, such as like general contractors, real estate agents, automotive, sales, consulting, construction, and more, has given us a solid reputation with business owners in our community. Their offices are in National Harbor Maryland and in East Asia, Manila Philippines. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As a listener of this podcast consider taking advantage of this great offer to get your first-month service free. Offer ends May 1st,2022. https://www.365bookspro.com/accountingbpo/ List of suggested software mentioned in the show Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals "in the BLACK, nine principles to make your business profitable" – e-book Learn how to use processes and technology to leverage your online marketing efforts to grow your business. This is a webinar you don't want to miss, register now and see how you can use a proven system to build your business with the clients you deserve. Universal CRM For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

This is a conversation with a friend and successful business owner, in fact the master networker or as some may say, "match maker". Listen as Dan and Roger discuss the principles of effective marketing. You'll here topics such as don't "Rush Rush", "wherever you are, be there" and so much more You're going to hear how you can best master group networking dynamics to make the best use of your time when attending and participating in group functions such as conferences, chamber meetings, and many others. A type that you don't want to miss is that "It's all in the follow-up". Learn what that really means and see how you can apply it in your marketing and sales efforts to grow your business. Just know this, the "fortunes are in the follow-up"! Take some notes and get ready for the challenge to reaching out to your past contacts. Now sit back and enjoy 😊 Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dan Rawls 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

As accounting professionals the idea of creating or using forecasts or budgets to manage a business is not heard of but financial modeling takes it all to another level. Using Dynamic Models we can more confidently plan for the future and help our clients make more informed business decisions. Listen as Roger and Ian discuss the best practices as well as the common mistakes to avoid. This is a fun and informative conversation that will help you prepare to answer the "What If" questions the client may have. Modeling future ventures or new businesses is a powerful tool to avoid many mistakes in business. Building upon assumptions can help plan for a better tomorrow. Modeling is not accounting but accounting professionals are well-positioned to excel and offer this service to their clients. Get ready to take some notes and perhaps this is a new service to add to your revenue stream in the business to get you paid what you are worth. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ian Schnoor, CFM, CFA Ian is one of the founders of the Financial Modeling Institute in 2017. He oversees the organization including its strategic direction. Ian is also founder of The Marquee Group , a leading provider of financial modeling training, consulting and accreditation. Over the last 20 years, Ian has taught thousands of business professionals and university students around the world. Ian is passionate about teaching and brings a hands-on, interactive approach to every course. Ian teaches at Queen's University in Canada and is a recipient of the "Instructor of the Year" award in the Master of Finance program at the Smith School of Business. Previously, Ian spent a number of years in the Investment Banking departments at Citigroup and BMO Capital Markets. Ian completed his Bachelor of Commerce Honours degree with academic distinction from the University of Manitoba and has also attained the Chartered Financial Analyst (CFA) designation. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Visit the Financial Modeling Institute and become accredited in financial modeling with the Advanced Financial Modeler accreditation. Enter SAVE10 at checkout to save 10%. Webinars Best Practices Top 10 Reasons Balance Sheets Don't Balance Also get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals to become for their clients a Profit & Growth Expert. Next, you also need to request your Business Score. Learn the 8 Drivers that determine the value of a business and how they apply to your company. This is a great assessment of what is going well and what needs your attention. For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Alright, you've heard about the 30 or 60-second commercial but would you like to hear from the Pitch Queen how to do them right and with passion and energy. Of course, you do. Now is the time to "represent" and bring the spice to the things you say that describes you, your services as well as what you bring to benefit the client. It's time to learn the 6 types of pitches from the one and only Precious Williams. Listen to this fun and energetic conversation between Precious and Roger as they explore the language of business when it comes to effectively pitching (presenting) your services. Get out your pen and paper to write down the recipe for a successful pitch. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Precious Williams Precious L. Williams is a 13-time national elevator pitch champion. She has also been featured on "Shark Tank", CNN, WSJ, Forbes Magazine, Black Enterprise Magazine, Essence Magazine, the movie "LEAP". Her current clients include Microsoft, LinkedIn, Google, NBCUniversal, Federal Reserve Bank, Intuit QuickBooks, Harvard University, and more. Precious is a dynamic speaker, effective trainer and 3X 1 bestselling author. Every time you open your mouth, your prospects will be throwing money at you. Learn the simple steps to wow your customer with a perfect pitch with Precious L. Williams the #KillerPitch Master. Convert conversations into currency. Get the tools and tenacity to pitch with power, sell with storytelling and develop a masterful mindset for communication. It's time for you to learn how to #SlayAllCompetition Precious busts norms and shifts perspectives to help teams own their awesome and bring out their "wow" factor. Your leaders and teams will up their game — on their terms — to develop the cunning, clarity, and confidence that's been inside them all along. What's more, they'll get unstuck and discover a renewed and refreshed energy to own the mindset of the pitch in a way they never thought possible. If you're ready to go from milquetoast to memorable, attracting and captivating your prospects while closing the sale in an authentic way, it's time to #pitchforprofit And you can bet, you're going to have fun doing it! Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: FREE RESOURCE: Take advantage of this wonderful offer from Precious and receive her Perfect PITCH QUIZ: http://pitchingforprofit.com/ As well as your My Triple Threat PitchBook Bundle: https://learn.perfectpitchesbyprecious.com/triplethreat 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! 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

Thank you listeners for helping us reach this milestone! Many more episodes to come.

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

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

Our personal perspective on life, events and people affects us in profound ways. The attitude we bring to business impacts our interactions with potential clients, relationships with clients and employees. I'd like to share the presuppositions I learned early in my career that shaped my view of the world, those I interact with in it and the experiences I have. These presuppositions have helped me overcome many challenges in life, seeing them as stepping stones rather than stumbling blocks. I invite you to listen, write down and consider embracing these in your way to thinking to make the most of your relationships personally and professionally. These 15 statements are worth recording and referring to often Your Host: Roger Knecht, president of Universal Accounting Center Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. 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 a transparent look into the advisory / consultative business model that many would like to offer in addition to the quality accounting services currently given. Listen as Roger shares such things as the client experience, the services offered, best practices and so much more to help accounting professionals understand their role providing advisory services. Imagine applying this these principles in your business to generate a new revenue stream and retain clients longer. Learn which best practices also apply to your business that you can implement as you work ON your business. Your Host: Roger Knecht, president of Universal Accounting Center Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Universal Business Builder Helping Business Owners to: Engage & Manifest Understand Accounting Increase Revenue Improve Profits Build Value Offers: Get a FREE Business Score report to assess the 8 drivers apply to your business Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

For more than 20 years this same conversation has happened with accounting professionals again and again as they consider and then start their new business. Listen in as Roger covers the common questions and gives advice to help avoid the challenges many face. There is a Turnkey Process to start and build the premier accounting firm. Topics addressed include: Why Start How to Start What Services to Offer Define the Benefits Offered Meeting Your Income Needs Pricing Your Services Remember this: "Nothing Happens Until You Make A Sale" Get your pen and paper ready, it's about to get serious. Your Host: Roger Knecht, president of Universal Accounting Center Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get this FREE course, the Turnkey Business Plan for accounting professionals. Start Your Business Build Your Business Become An Accountrepreneur Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Yearly it is important to step before the company (of one or many) to recap the past and provide vision for the future. As the owner and president of the company this is a level of accountability to the organization. Learn what you can do to hold an effective and inspiring meeting with those you work with to summarize the past and inspire them for the future. This is a how-to-guide to being a great leader. It is the agenda to a meeting we each should be having yearly with our team. Take good notes and be prepared to Rock the New Year. The State of the Company applies two important elements from the Universal Project Management Model, both Discover when we reflect on the situation and Document to record what has happened. Challenges faced What went well What is new Plans for the New Year Goals and timelines SWAG & Bonuses Your Host: Roger Knecht, president of Universal Accounting Center Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of a book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountant's library to provide the value clients look for today: "in the BLACK, nine principles to make your business profitable" – e-book Remember this, if it is about accounting, it is Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Upon becoming president of Universal Accounting Center Roger shares the personal journey he took in those first few years to create a lasting legacy and become the leader he felt he could. Learn the 4 keys he identified to be successful and see how you can apply them in your business. He also includes some unexpected bonus items to help you become a better you both personally and professionally. Your Host: Roger Knecht, president of Universal Accounting Center Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get these two resources offered to help you work ON your business to build the premier accounting firm: Accountability Coaching for the Accounting Professional There's a Formula For Success Summary PDF Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

As we each work ON our companies we go through stages. As we evolve, we deal with new challenges and frustrations. Let me share some of these phases with you to help you identify where you are and what needs to be done next to build the premier accounting firm. Building a business that has value is more than a list of customers, it is also systems and a culture. With that in mind let me also share with you the 8 drivers that determine the value of your business. All of this is to help you having a business that can thrive without you. Your Host: Roger Knecht, president of Universal Accounting Center Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get your FREE Business Score with a detailed report applying the 8 drivers in your business Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

For this episode I have something different for you yet very timely. Right now you may feel things are in turmoil, that change is too much, that fear is too consuming, and of course there is also the unknown. Today we are faced with things most of us have never ever had to deal with, but even with these challenges, if we want to remain positive, feel we are still in control we need to have Genuine Gratitude. What do I mean? It has been proven again and again that Gratitude is the way to Abundance which then leads to true happiness, again a direct product of having Gratitude. Therefore, Gratitude is the Key! If we genuinely want to live happy lives, gratitude at all levels becomes the key. How would your life be changed if you were to level-up and find more to be grateful for? If you want more abundance in your life, find Gratitude, in fact Embrace Gratitude. Have an Attitude of Gratitude in everything you do is empowering. In fact Attitudes are contageous…..but is your attitude worth catching? Let's think about that. Are people attracted to you and do you have an abundance of friends and clients that are thrilled to be with you? Take a look at your attitude and you'll see whether or not people are drawn to you. What I have found is that Gratitude is best described as being Thankful, but it is also your complete Attitude. It is a belief and an action. This grateful attitude does not come easily, it is a choice, you have to decide that you truly want happiness to be your focus and that you want to learn and grow from the things that you face on a daily basis. Then, it becomes easier, it comes step by step. Listen to what Hal Elrod had to say about this; "Gratitude and Complaining cannot co-exist simultaneously, YOU must choose the one that best serves you." I don't know that it can be said any better. You must choose what serves you and live it. They cannot both be working simultaneously. What do you choose, Gratitude or Complaining? So listen in as I share some of my own personal journey towards having an Attitude of Gratitude. I'll share some insights, suggestions and how-to's to help you as well.

So often the great idea to start and build a business is filled with unforeseen challenges and poverty but applying the principles that Mike share we can each avoid the common pitfalls and build a successful business with confidence. Listen to Mike and Roger as they discuss the evolution from concept to having the premier accounting firm. There is a turnkey process, take some time and see what you can do to work ON your business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Mike Michalowicz Mike mi-KAL-o-wits is the author of Profit First, Clockwork, Surge, The Pumpkin Plan, and his newest release Fix This Next. By his 35th birthday, Mike had founded and sold two companies - one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar venture, Profit First Professionals. Mike is a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Over the years, Mike has traveled the globe speaking with thousands of entrepreneurs and is here today to share the best of what he has learned. Related Website/Social Media URLs: http://www.mikemichalowicz.com/ https://www.facebook.com/MikeMichalowiczFanPage/ https://twitter.com/MikeMichalowicz https://www.instagram.com/mikemichalowicz/ https://mikemichalowicz.com/bio/ LinkedIn: Mike Michalowicz Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Mike Michalowicz Mike is the entrepreneur behind three multimillion-dollar companies and is the author of The Toilet Paper Entrepreneur, The Pumpkin Plan, Surge, Profit First, Clockwork, and his newest book, Fix This Next. Mike is a former small business columnist for The Wall Street Journal and regularly travels the globe as an entrepreneurial advocate. To learn more about Mike and get access to a treasure trove of entrepreneurial tips go HERE! Offers: As a special offer related to this episode get a free copy of one of Mike's book most popular books, "Profit First" and read what you can do to make profit more deliberate in your business as well as offer your clients a much needed service, get your copy of the e-book NOW! Become a certified Profit First Professional (PFP) to get paid what you are worth offering your clients quality accounting services as their trusted strategic advisor and join the wave to eradicate entrepreneurial poverty. Related to the discussion it's also important that we focus on the 9 key elements to have a profitable business to apply them in our own company and share them with our clients. Get your copy of the e-book, "in the BLACK, nine principles to make your business profitable". Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801-265-3777

There are 3 essential areas within the back office of the accounting business that determine your success. The process used to on-board new clients, the systems used to manage the workflow and then your client relations. Take a moment and consider each and hear how best to run your accounting business to ensure your profitability while building the premier accounting business in your area. Your Host & Guest: Roger Knecht, president of Universal Accounting Center Roger Knecht is President of Universal Accounting Center. Since 1979 they've worked to help accounting professionals excel in their careers. As a post-secondary school, they've trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth. Helping accounting professionals have the premier accounting firm in their area offering quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to: Engage & Manifest – Becoming the leader the business needs Understand Accounting - Timely information to intelligently run the business Increase Sales - Follow a proven sales process Improve Profit - Nine Principles for Profitability putting Profit First Build the Value of the Business - 8 Key Drivers in Business Business Coach http://universalaccounting.com/build-your-business/ Professional Speaker & Trainer http://universalaccounting.com/speaking-engagements/ Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers. http://universalaccountingschool.com/get-certified/ Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Understand the Universal Business Model and M.A.P. your business using the book "in the BLACK, nine principles to make your business profitable". Get your FREE copy today! Get the Turnkey Business Plan for accounting professionals, Go HERE! Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

The accounting profession has evolved, but have you? Providing clients accurate financial reports is necessary but it is only the beginning. Business owners today need more information and insights from us to more effectively run their businesses. Consider the phrase, "accounting is the language of business". What does it mean, how does that define your relationship with the client? Learn how you can offer more qualified services confidently to get paid what you are worth as a certified accounting professional. It's time to rise to the occasion and offer the premier accounting services in your area. Your Host & Guest: Roger Knecht, president of Universal Accounting Center Roger Knecht is President of Universal Accounting Center. Since 1979 they've worked to help accounting professionals excel in their careers. As a post-secondary school, they've trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth. Helping accounting professionals have the premier accounting firm in their area offering quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to: Engage & Manifest – Becoming the leader the business needs Understand Accounting - Timely information to intelligently run the business Increase Sales - Follow a proven sales process Improve Profit - Nine Principles for Profitability putting Profit First Build the Value of the Business - 8 Key Drivers in Business Business Coach http://universalaccounting.com/build-your-business/ Professional Speaker & Trainer http://universalaccounting.com/speaking-engagements/ Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers. http://universalaccountingschool.com/get-certified/ Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Understand the Universal Business Model and M.A.P. your business using the book "in the BLACK, nine principles to make your business profitable". Get your FREE copy today! As a special offer related to this episode get your FREE copy of the e-book "Red to BLACK in 30 days - A small business accountant's guide to QUICK turnarounds." This turnkey guide addresses the most common frustration in business which is cash flow in a unique way allowing you to confidently help your clients. Get the Turnkey Business Plan for accounting professionals, Go HERE! Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Nothing happens until you make a sale. Regardless your skills, without paying clients it really doesn't matter. Understand the process to find potential clients and what can be done to move them towards an engagement with you. With a system you can be confident in you can build your business with your ideal clients. Part of this process involves business owners seeing you as an expert, a strategic advisor that can help them run their business more profitably. Your Host & Guest: Roger Knecht, president of Universal Accounting Center Roger Knecht is President of Universal Accounting Center. Since 1979 they've worked to help accounting professionals excel in their careers. As a post-secondary school, they've trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth. Helping accounting professionals have the premier accounting firm in their area offering quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to: Engage & Manifest – Becoming the leader the business needs Understand Accounting - Timely information to intelligently run the business Increase Sales - Follow a proven sales process Improve Profit - Nine Principles for Profitability putting Profit First Build the Value of the Business - 8 Key Drivers in Business Business Coach http://universalaccounting.com/build-your-business/ Professional Speaker & Trainer http://universalaccounting.com/speaking-engagements/ Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers. http://universalaccountingschool.com/get-certified/ Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get certified as skilled accounting professional with an emphasis in small business accounting services. Become a Professional Bookkeeper, PB – proficient in the day-to-day application of accounting in small business Become a QuickBooks Specialist, QS – the Professional Bookkeeper's Guide to QuickBooks Become a Professional Tax Preparer, PTP - certified in tax planning and preparation for individual and business returns Become a Profit & Growth Expert, PGE – effective marketing and sales strategies to build an accounting business specializing in cash flow management services Become a Profit First Professional, PFP – helping eradicate entrepreneurial poverty making profit intentional Become a Value Builder provider, VB – a 12 month engagement offering value added services to help business owners increase the value of the business For FREE – the Turnkey Business Plan for accounting professional to build the premier accounting firm. Get enrolled in the course NOW! The principles discussed today such as M.A.P. are covered in the book "in the BLACK, nine principles to make your business profitable" – get your FREE copy of the e-book NOW! Remember this, if it's about accounting its Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

With all the proverbial hats that we wear when running a business what can be done to best categorize, prioritize and when possible delegate? Get a pen ready to take some notes and let's work ON your business. We'll start with 3 key questions: Do you need more clients? Would you like to do more for your clients and increase the average revenue per client? Are you working too hard, is there an easier, more efficient and profitable way to run this business? Is there a Turnkey Business Plan for accounting professionals? There is, stop trying to reinvent the process. Living a balanced life, is it possible? Maybe, but Time Management is essential so let me share what I do to management my life. We have a lot to discuss, are you ready for this? Your Host & Guest: Roger Knecht, president of Universal Accounting Center Roger Knecht is President of Universal Accounting Center. Since 1979 they've worked to help accounting professionals excel in their careers. As a post-secondary school they've trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth. Helping accounting professionals have the premier accounting firm in their area offering quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to: Engage & Manifest – Becoming the leader the business needs Understand Accounting - Timely information to intelligently run the business Increase Sales - Follow a proven sales process Improve Profit - Nine Principles for Profitability putting Profit First Build the Value of the Business - 8 Key Drivers in Business Business Coach http://universalaccounting.com/build-your-business/ Professional Speaker & Trainer http://universalaccounting.com/speaking-engagements/ Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers. http://universalaccountingschool.com/get-certified/ Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Understand the Universal Business Model and M.A.P. your business using the book "in the BLACK, nine principles to make your business profitable". Get your FREE copy today! Get the Turnkey Business Plan for accounting professionals, Go HERE! Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to Building the Premier Accounting Firm! a new podcast dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Subscribe now for new episodes and updates coming soon!