Building the Premier Accounting Firm

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!