Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! When offering accounting services do we understand the opportunity we have to become a member of their board of experts? What does that mean and who does it include? How do the accounting principles we use in business also apply at home and vice versa? Helping clients realize they can always manage their money better, personally and professionally. There is a part we can play as accounting professionals that is more than compliancy and financial reports. Listen in as Roger and Greg consider what more we can do to help our clients. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Greg Kesten With 40 years of experience in financial coaching, planning, and counseling, Greg has helped individuals and couples understand what financial freedom is and how to attain it. His formal education includes a B.A. in Communications from BYU and an M. Ed. in Guidance and Counseling from South Dakota State University. Greg has taught as an adjunct faculty member at the University of Phoenix, and Salt Lake Community College. He taught finance, business communication, and psychology courses. He also taught Leadership Development Skills for seventeen years to Air Force Reserve personnel. This included workshops on Financial Communication and Financial Planning. He is the author of the book, "Financial Freedom - Finding What Works for You." Greg has been featured in numerous interviews on radio and TV throughout the country. In addition to his Financial Coaching Practice, he is a certified coach in Steven Covey's "Seven Habits of Highly Effective People." Greg incorporates Covey's core principles in helping clients establish healthy money habits. Greg's combination of formal education, life experience and financial expertise, allows him to serve his clients with objectivity and reality-based strategies. Greg lives in Salt Lake City with his wife and family. He enjoys being an active member of his community. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Complimentary Financial Coaching Session: https://www.financialfreedom.co/ Complete this form to schedule your time to speak with Greg Doing so you'll also get a copy of "Financial Freedom - Finding What Works for You." The benchmarking software for accounting professional to better advise and coach their clients based on specific actionable items. Find out how you can leverage BizBench to get paid what you're worth and bring on new clients. 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

In this episode of "Building the Premier Accounting Firm," Roger Knecht interviews executive coach and author Robert Hunt about accountability, intentional living, and the traits of successful CEOs. Hunt shares personal stories and actionable advice to help accounting professionals and business owners improve their businesses and personal lives. Key Takeaways: Model accountability to foster a culture where employees take ownership. Distinguish between responsibility (fixing problems) and accountability (proactive creation). Acknowledge reality, embrace challenges, find solutions, and make them happen. Create margin in your life to avoid overload in time, finances, health, and emotions. Be intentional about living the life you want, aligning actions with values and goals. Featured Quotes: Robert Hunt: "The simplest definition of accountability is you own it." Robert Hunt: "There is no such thing as work-life balance… Let's work on being one person everywhere." Robert Hunt: "Don't be lazy… If you know you're supposed to be doing something and you're not doing it, you're lazy." Behind the Story: Robert Hunt candidly shares his journey from financial distress to debt-free living by selling his house and embracing a new mindset. This personal transformation underscores the importance of accountability and intentionality, which he now imparts to CEOs and business owners. His experiences highlight the power of owning one's situation and proactively creating a better future. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get your copy of Nobody Cares at www.NobodyCaresBook.com Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookke

Join us as we revisit this conversation from 2021! Perhaps you've heard the business mantra: "under promise and over deliver". Maybe you've heard again and again how the accounting profession needs to evolve to offer more advisor or coaching services which would compliment the compliance work we perform. But "what" and "how" may be the questions that remain. Listen as Laura and Roger consider the next steps accounting professionals can take to engage with the clients more, to increase the revenue per client while providing great value. This is a discussion about the Lifetime Value of a client as well as improved client relations. There is a turnkey process to Implementing Profit First in your accounting business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Laura Elkaslassy Laura Elkaslassy is a certified Profit First Professional. Laura's passion is enabling business owners to build sustainable businesses through learning how to generate profit, structuring systems for financial success, and earning the income they deserve. She first started using the term 'Profit Pioneer' in early 2016 as a way to eloquently define the broad spectrum of services that she provided to her clients. She was previously assessed for her personal leadership archetype and the result: Pioneer Seeker. Which in summary has attributes of trying things first, looking outside of the norm, fiercely adventurous, and sees gifts and strengths in others. All of this is true of her nature when it comes to business and accounting. Exploring and implementing Profit First not only in her own businesses, but for her clients, she has seen tremendous growth, improved management, and inspirational innovation. It is because of this that Laura wanted to see the Profit First movement expand into Australia. As a result, today Laura is the CEO of Profit First Professionals Australia leading the membership of PFPs to bring greater success to their clients and to nurture the PFP community down under. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take a moment and receive your Profit First Instant Assessment: Get a FREE copy of each of two books all accounting professionals should use to offer trusted strategic coaching services and get paid what they are worth. These must have additions to every accountant's library to provide the value clients look for today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Become a Profit & Growth Expert, prior to helping clients apply the principles from Profit First it's important to put them in a positive cash flow, thus we need to help our clients and their Profit & Growth Expert. This all begins with the Universal Business model. Learn more what you can do to become a Profit & Growth Expert. 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

In this episode of Building the Premier Accounting Firm, Roger Knecht interviews David Podell about defined benefit plans and tax strategies for business owners. They explore how accounting professionals can better advise clients on tax planning beyo†nd basic preparation, focusing on strategies to maximize tax benefits through retirement plans. In This Episode: 00:00 Welcome to Building the Premier Accounting Firm 00:54 Introducing David Pudel 02:05 The Journey into Tax Strategies 04:02 Tax Preparation vs. Tax Planning 05:42 Strategies for Business Owners 07:05 Maximizing Deductions with Defined Benefit Plans 09:06 The Accountant's Role in Tax Planning 11:10 Balancing Profitability and Tax Mitigation 12:37 Effective Personal Tax Strategies for Business Owners 15:40 Compensation Strategies Beyond W2 17:23 Understanding Defined Benefit Plans 20:20 Flexibility in Funding Defined Benefit Plans 23:01 Employee Benefits and Vesting 26:05 Identifying Candidates for Defined Benefit Plans 30:14 Understanding Tax Mitigation Strategies 32:36 401(k) vs. Defined Benefit Plans 34:18 Key Differences with Key Man Insurance 36:41 Income Qualifications for Pension Plans 39:12 Identifying Suitable Clients for Tax Strategies 41:25 The Role of Accountants in Tax Planning Key Takeaways: 🔎 Identify clients who can allocate $100,000 or more annually for tax-advantaged retirement plans. 🤝 Collaborate with financial experts like David Pudel to offer advanced tax planning strategies, such as defined benefit plans. 💰 Understand how defined benefit plans can increase a business's valuation by adding back significant owner contributions. 📅 Implement tax planning strategies proactively throughout the year, not just during tax season, to optimize client benefits. 💡 Recognize that defined benefit plans work best with companies having fewer than 50 employees. Featured Quotes: David Podell: "This solution is one of the oldest and best ways to add value to a client…clients are consistently coming to you and saying, help me, help me." Roger Knecht: "Accounting success is universal." David Podell: "We want the accountant to benefit financially and yes, they can…they are fully involved in these plans." Behind the Story: David Podell shares his journey into tax strategy, sparked by a client's need for a defined benefit plan and the realization that this approach can provide substantial tax deductions. He emphasizes the importance of accountants evolving from preparers to proactive advisors who help clients minimize tax liabilities and maximize wealth. The discussion highlights the collaborative opportunities for accounting professionals to partner with experts, offering advanced strategies like defined benefit plans that significantly benefit business owners. Top 3 Highlights: Defined Benefit Plans: Offer higher contribution limits than 401(k)s, significantly reducing taxable income. Accountant's Role: Facilitate collaboration between clients and financial experts for optimal tax planning and benefits. Ideal Clients: Small business owners with over $250,000 in profits and the ability to invest $100,000+ annually. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Book a call with Business Benefits Consultants and learn how you can save your clients money and reduce their tax liability www.businessbenefitsconsultants.com Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Unders

Join us as we revisit this conversation from 2021! It's not just what our clients say that matters, it's so much more than kind words. In addition to the ego boost from our clients' testimonials are the social proof that is needed to grow the business. Consider the connection that is peer to peer when potential clients hear what other business owners are saying. 'TC' and Roger have a great conversation about the power of testimonials and how to get them. 'TC' demonstrates the ease to get the feedback and promotional materials we all need to hear and use to grow our business. Ready, Set, Go – this is an episode you don't want to miss 😊 Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: 'TC' Teresa Clark 'TC' is the Co-Founder and CEO of OnFire Ignites. 'TC' can stand for 'Totally Crazy.' Her business ideas are as unique and unconventional as she is. She has interviewed over 1000 business owners to get testimonials for companies. Using what she learned, she designed the Secret of Using Your Clients' Words methodology. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of each of two books all accounting professionals should use to offer trusted strategic coaching services and get paid what they are worth. These must have additions to every accountant's library to provide the value clients look for today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Speak with TC and learn more about leveraging testimonials to grow your business with "My Clients Say System" – Schedule a chat to learn more 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

In this episode of "Building the Premier Accounting Firm," host Roger Knecht interviews Leeroy Beeby, co-founder of Level, about his journey from accounting professional to tech entrepreneur. They explore the importance of niching down, leveraging technology, and prioritizing client relationships in building a Key Takeaways: Niche Down: Specialize in a specific industry to offer tailored services and gain a competitive edge. 🎯 Embrace Technology: Adopt software and AI tools to streamline processes, improve efficiency, and standardize operations. ⚙️ Prioritize Quality Assurance: Implement robust quality assurance measures to minimize errors and maintain service excellence. ✅ Build Strong Partnerships: Cultivate symbiotic relationships with complementary businesses to expand reach and referral networks.🤝 Focus on Client Retention: Price services effectively, monitor client growth, and proactively address changing needs to maximize client retention. 📈 Featured Quotes: Leeroy Beeby "If I picture my life when I'm 60 and I look back at it…would I have regretted that decision?" Leeroy Beeby "Hiring slow is very important. Testing for the skills that you're hiring for is incredibly important too." Behind the Story: Leroy Beebe's entrepreneurial journey began with witnessing his parents' financial struggles as small business owners. This inspired him to pursue accounting, leading him to KPMG, Bermuda, and eventually Canada. His experience scaling a construction-specific accounting firm revealed a critical need for better quality assurance, which ultimately led to the creation of Level, an error detection software designed to streamline bookkeeping processes and empower accounting professionals. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: LEVEL: For a limited time, Start a free trial @ https://www.checkthelevel.com/ Error Detection Software, Bookkeeping Copilot is dedicated to simplifying your bookkeeping process by providing automated assistance and insightful guidance on a daily basis. Our goal is to empower your bookkeeping, enhancing accuracy, and ensuring compliance, all while reducing the time spent on repetitive tasks. Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yours

Join us this Wednesday for a new episode where Roger is joined by Leeroy Beeby to discuss his journey from accountant to business owner.

Join us as we revisit this conversation from 2021! Everyone begins and later ends their journey as an accounting professional in a unique way. Even though many try to be intentional there can be surprises. Imagine going from accountant to professor and then author. In fact, consider what you'd say when asked to write Accounting For Dummies. What would you say? what would you do? Listen as Ken and Roger discuss this exciting career path along with insights related to pricing, offering quality services, engaging more with our clients. At the end of the day, it is all about helping the client make more informed business decisions. Have you considered niching your services, then this is an episode for you. Don't worry about being everything to everyone. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ken Boyd Ken Boyd is a four-time Dummies author, blogger, and provides video content (accountingaccidentally.com). Ken is the author of Cost Accounting for Dummies, Accounting All-In-One for Dummies, The CPA Exam for Dummies, and 1,001 Accounting Questions for Dummies. As a former CPA, Auditor, Tax Preparer and College Professor, Boyd brings a wealth of business experience to educating an audience. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Ken has invited our audience to join Conference Room, a free community where he provides content on accounting and personal finance: https://conference-room.mn.co/ If you click on "Explore" and then find "Events" in the left column, you can sign up for the next Ask Me Anything, where Ken answers member questions in a one-hour live chat. Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. This book is a must have addition to every accountant's library to provide the value clients look for today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this episode of "Building the Premier Accounting Firm," Jen Hamilton sits down with Roger Knecht to discuss how accounting professionals can boost efficiency and productivity through effective operational strategies. Jen shares insights on motivating employees, identifying bottlenecks, and developing emerging leaders to drive profitability in accounting firms. 💼 Key Takeaways: 💡 Motivate employees by understanding their individual goals and aligning them with company objectives. 🔎 Identify operational bottlenecks by analyzing decision-making frameworks and process handoffs. 🌱 Develop emerging leaders through intentional soft skills training and mentorship programs. 📊 Implement key performance indicators (KPIs) to measure and manage team productivity. 🔄 Integrate sales and production processes to improve client retention and overall satisfaction. Behind the Story: Jen Hamilton's transition from a CPA to an operations consultant was driven by her passion for people and processes. She noticed a gap in leadership and management training within accounting firms, leading her to develop strategies that combine financial acumen with effective team leadership. Her insights are particularly valuable for accounting professionals looking to scale their firms while maintaining a personal touch. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Sign up to attend Jen's free monthly CEO & COO roundtables to learn from other professional services firm owners and leaders and share practical ways they have used to overcome common challenges in running a firm. Sign up here: https://www.linkedin.com/company/hamilton-coos/events/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your

Join us this Wednesday for a new episode where Roger discusses operations with Jen Hamilton.

Join us as we revisit this conversation from 2021! There is still, and will always be, an increasing need from business for the accounting professional to step up and help in an advisory or coaching perspective to help owners effectively use the financial information to make more informed decisions. Accounting is more than compliance work. After more than 30 years in the accounting profession Mark and Roger discuss the changes seen and that are coming to the industry. Listen in and see how this compares to your experience. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Universal Accounting Center Get more with your clients as an accounting professional as an advisor or coach, become a Profit & Growth Expert. Learn more about Universal Accounting International, what is being done to help individuals in Africa to train and certify as Professional Bookkeepers. See how it is helping the local economies and impowering individuals to have successful careers in accounting. Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These must have additions to every accountant's library to provide the value clients look for today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Learn more about what Mark is doing to help the accounting professionals with his business, Ignite Practice Management. 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

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews David Neagle, a mindset expert, on how accounting professionals can adopt a successful mindset to grow their businesses. Nagel shares his personal journey, emphasizing the importance of sales, delegation, and focusing on strengths to achieve financial freedom and build a thriving company. Key Takeaways: 🔄 Shift from a worker-class mindset to an entrepreneurial mindset by claiming your authority and promoting yourself. 🎯 Prioritize high-impact activities like sales and delegate tasks that don't align with your strengths. 💖 Focus on what you love and excel at, creating a positive company culture and attracting top talent. 📈 Leverage your skills and charge based on the value you bring to clients, breaking free from limiting beliefs about income. 📊 Use key performance indicators (KPIs) to track financial progress, forecast future needs, and ensure timely bill payments. Behind the Story: David Neagle's transformative experience after a water skiing accident led him to explore the power of mindset. Overcoming bankruptcy and a dead-end job, he discovered three key principles—love what you do, deliver quality, and treat people with respect—that catapulted him to success. This journey highlights the importance of self-belief and taking control of your financial destiny, particularly for entrepreneurs in the accounting sector. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Yes, I would like to offer a free pdf download called You Were Born To Be A Success. Many don't realize they already have the tools they need to make their dreams a reality. This pdf will help your listeners to discover how to start transforming their life. Quantum Leap Blueprint If this conversation resonates with you and you're ready to break free from the belief that more income means more hours, David has something for you. It's called The Quantum Leap Blueprint, and it walks you through five essential mindset shifts that separate highly profitable entrepreneurs from the rest—helping you 12x your income without working 12x harder. If you're ready to scale smarter, not harder, download your free copy now! https://www.lifeisnowinc.com/pg-bpaf Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting communit

Join us this Wednesday for a new episode where Roger discusses mindset with David Neagle.

Join us as we revisit this conversation from 2021! Using the right words can make all the difference when marketing and selling your services effectively. They could be the difference between success and failure in your marketing. Are we also leveraging technology to find potential clients? Today there are a number of tools available to help manage, nurture and engage with our potential clients to help them become our next clients. Listen as Chris and Roger discuss new ways to effectively market accounting services. Don't miss this episode! Also, pay attention to the advice related to working from home. So good points to consider 😊 Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Chris Forsey Chris is the Co-founder of Learner Park Media, a creative agency in Salt Lake City that provides marketing services and solutions to small businesses. He's been featured on ABC, NBC, CBS, and Fox as an expert in the field of digital marketing and over the last decade has helped hundreds of entrepreneurs successfully market and grow their business. In his free time, he can be found at the lake or on the mountain with his wife and three kids in Salt Lake City, UT. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: UNIVERSAL CRM Take the time to watch Chris go over the various tools, apps etc. that are available to use as we leverage technology to find and acquire new clients. This is a MUST SEE presentation. Be ready to take some good notes and implement these "best practices" in your business. Watch it now by CLICKING 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

In this episode of Building the Premier Accounting Firm, Ahuva Gruen, a seasoned fractional CFO, shares her journey from a young entrepreneur to a financial expert, offering insights on differentiating bookkeeping, accounting, and CFO services. She emphasizes the importance of strategic financial management for business growth and profitability. Key Takeaways: Differentiate between bookkeeping, accounting, and CFO services to provide tailored solutions. Optimize the "Four P's" (People, Processes, Profits, Products) to identify and address pain points in a business. Implement key performance indicators (KPIs) such as net profit, gross profit, and cash flow to monitor financial health. Prioritize client communication and accountability for effective implementation of financial strategies. Delegate tasks effectively to focus on high-impact activities and maximize business growth. From selling candy as a child to becoming a fractional CFO, Ahuva Gruen's journey is a testament to entrepreneurial spirit and financial acumen. Discover how she helps businesses unlock their full potential by addressing their financial struggles with strategic insights and a hands-on approach. Featured Quotes: Ahuva Gruen: "Accounting could also stand for accountability." Ahuva Gruen: "Revenue is vanity, profit is sanity and cash flow is reality." Ahuva Gruen: "Do what you do best and delegate the rest." Behind the Story: Ahuva's passion for business and finance started early, influenced by her mother's beauty salon. Her experience in corporate finance, culminating in a CFO role, led her to realize that many businesses struggle with financial management despite excelling in their core services. This inspired her to start her own fractional CFO business, providing strategic financial guidance to help businesses grow and succeed. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn the 10 biggest mistakes business owners make and what you can do to avoid them. Get the 10 Top Business Mistakes PDF now: https://www.agfinancialcpa.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and bu

Join us this Wednesday for a new episode where Roger discusses the 4 P's with Ahuva Gruen.

Join us as we revisit this conversation from 2021! For years Gabrielle has worked in accounting and perhaps has seen it all. Therefore, it is no surprise when the conversation turns to providing quality services ethically, but what does that mean? Take the time to listen in as Roger and Gabrielle discuss the role of the accountant and bookkeeper. Understand how confidence and competence play into the equation and determine your success. They also discuss how accounting is actually a people business. The relationships we build with business owners are both personal and professional. They need our help are want to ask "Therefore, what?" Perhaps the unexpected insight from this conversation is that accounting can and should be "FUN". Enjoy the episode and be sure to subscribe to the podcast! Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Gabrielle Fontaine, PB, ASBC Gabrielle Fontaine is the founder and manager of Bookkeeping Direct, a bookkeeping firm that has been running 100% virtually since 2003. She is an Advanced Certified QuickBooks ProAdvisor and Accredited Small Business Consultant, as well as a sought-after speaker, author and consultant in the bookkeeping profession. Gabrielle is known for her results-focused online training programs and live webinars on topics such as workflow, pricing, marketing, cybersecurity, and business growth strategy. Her latest classes can be found on the Bookkeepers.com website. Gabrielle also works with accounting technology companies to spark win-win synergy and growth that benefits the entire bookkeeping ecosystem. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Universal Accounting Center Become a Professional Bookkeeper, PB. Then you need to understand how you can transition to offer coaching services as a Profit & Growth Expert. Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. This is a must have addition to every accountant's library to provide the value clients look for today: "in the BLACK, nine principles to make your business profitable" – e-book Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Join Roger Knecht on "Building the Premier Accounting Firm" as he interviews Lera Kooper, owner of a CPA business advisory firm, about her journey of acquiring and growing accounting firms, and her strategies for offering high-value CFO and advisory services. Discover how Lera transitioned from a tax-driven model to a balanced approach, emphasizing monthly recurring revenue and strategic client relationships. Learn practical insights into firm valuation, service pricing, and team management for accounting professionals. Key Takeaways: Acquire Strategically: Focus on firms with high-growth potential and leverage technology to integrate them efficiently. Shift to Advisory: Transition from compliance-driven services to strategic advisory roles to increase client value. Price Effectively: Set competitive prices for CFO and advisory services, considering the complexity and client size. Build a Strong Team: Invest in team development and create opportunities for them to deliver high-quality advisory services. Plan for Exit: Build your business with the end in mind to maximize its value, regardless of your exit strategy. Featured Quotes: Lera Kooper: "The tax return should just be a box you have to check at the end of the year and not the reason you start a conversation with your cpa." Lera Kooper: "Hard things are hard because they're hard. So if you're waiting around for things to get easier or a better time, it's just not going to happen and you're delaying progress." Behind the Story: Lera's path into accounting began with her father's practical advice. After gaining experience in a CPA firm, she recognized the need for more client-focused advisory services. Partnering with a former employer, she embarked on a journey of acquiring firms, shifting their focus, and building a team capable of delivering high-value CFO services. Her story highlights the importance of strategic planning, client relationships, and team development in building a premier accounting firm. Top 3 Highlights: Strategic Acquisitions: Acquire firms for growth, focusing on client potential and tech integration. 🏢 Advisory Focus: Shift from tax preparation to CFO services, increasing recurring revenue and client lifetime value. 💡 Team Empowerment: Invest in team development to deliver high-quality advisory services. 🤝 Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Schedule a time to speak with Lera https://www.accountabilityservices.com/discovery-meeting-advisory-accounting-firm/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy

Join us this Wednesday for a new episode where Roger discusses transitioning from a compliance driven to strategic driven firm with Lera Kooper.

Join us as we revisit this conversation from 2021! Running an accounting business can be overwhelming. Managing time, identifying priorities, and defining workflows is important. Listen to Roger and Celso reflect on business and how we can work more purposefully when taking care of our clients. When we work with the intent to be profitable, we can become the premier accounting firm in our area. Simply said, things do not need to be as complicated as we tend to make them as we run our business. The time is now to explore ways to leverage technology to improve workflow. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Celso Pinto Founder & CEO at Pixie A Portuguese expat in London, Celso worked in senior management at a number of tech companies. Prior to Pixie, he founded GoSimpleTax which led him to learn about the challenges faced by small accountancy practices and their owners. Pixie was built to help small accounting & bookkeeping firms get organised. Their simple-to-use, practice management software allows firms to easily take control and manage their clients, tasks, emails, files and workflows in one app. The team at Pixie are on a mission to help small firm owners across the globe to save time, reduce overwhelm and enjoy the day-to-day running of their business. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Start a 30-day free trial of Pixie, no credit card required, and cancel anytime. Head to www.usepixie.com Get a FREE copy the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. This is a must have addition to every accountant's library to provide the value clients look for today: "in the BLACK, nine principles to make your business profitable" – e-book Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this episode of Building the Premier Accounting Firm, Roger Knecht interviews Mike Milan, a cash flow expert, on uncovering hidden cash flow and building financial strength in businesses. Mike shares insights from his Clear Path to Cash framework, emphasizing communication and practical implementation strategies for accounting professionals. Key Takeaways: 🗣️ Improve communication by translating financial jargon into understandable terms for clients. 🔍 Identify hidden cash flow using techniques like the "Cash Leak Map" to demonstrate value. 🚀 Offer advisory services as a standalone revenue stream, addressing clients' pressing needs. 🤝 Build confidence through training and role-playing to effectively deliver cash flow advisory services. 🌱 Invest time in learning new skills to adapt to the evolving accounting profession. Behind the Story: Mike Milan's approach combines his experience as a state trooper, using de-escalation techniques, with insights from psychology observed from the show "Hoarders," enabling him to connect with business owners and guide them toward better financial decisions. His "Clear Path to Cash" framework trains accounting professionals to confidently identify and address cash flow issues, turning compliance into commitment. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. About Cash Flow Mike: Let's face it—tax season is about the past. You're filing reports, closing books, and looking in the rearview mirror. But the most valuable advisors? They're not stuck in the past—they're helping clients build the future. That's where Clear Path To Cash comes in. It's the system designed specifically for accountants and bookkeepers who want to deliver real advisory value—without guesswork. With on-demand courses, live training, and a powerful cash flow app, you'll learn how to uncover hidden cash, guide better decisions, and close more high-value deals—all by simplifying the way you talk about financials. And right now, just for GrowCon listeners, you can try any membership level FREE for 30 days. Just use the promo code UAC25FREE at checkout. So stop looking backward—start leading forward. Visit CashFlowMike.com and enter UAC25FREE to unlock your free trial today. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Free eBook Download of The 7 Minute Conversation. https://cashflowmike.com Use Discount Code UAC25FEE to get a free 30-day membership https://cashflowmike.com/pricing Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author

Join us this Wednesday for a new episode where Roger discusses uncovering hidden cash flow with Mike Milan

Join us as we revisit this conversation from 2021! Have you ever asked yourself the question, "am I enough" or "am I deserving"? These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don't need to persist. Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses. Learn what you can do to be in business for yourself but not by yourself. There is no need to experience this journey alone and feel as if you are re-inventing the process when running a successful accounting business. Don't miss this important and powerful discussion! Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Robyn Mons Robyn Mons is a certified Life and Weight Coach. As a professional, wife and mother, she understands the challenges that come with balancing these three and the mental blocks that keep you from taking the action you desire. Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage your brain is the most important thing you can do to create the lasting results you want in your life. Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible. Her greatest joy is to watch her clients grow and evolve into who they most want to be in the world. Robyn currently lives in Riverton Utah with her husband, Tyler, 4 kids ranging in ages 9-20 and her codependent pup, Dirk the Doodle. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn more about the coaching offered with Universal Accounting Center and Robyn Mons to help you have the confidence to run the premier accounting firm in your area. Meet the Universal Accounting Team! Take the next step to receive what you want in 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

In this episode of Building the Premier Accounting Firm, host Roger Knecht and Rhamy Alejeal, founder of People Processes, discuss the importance of HR in accounting firms, addressing risk mitigation, employee productivity, and strategies for remote teams. Learn how to prioritize people to build a successful accounting, bookkeeping, and tax business in this insightful interview with one of the leading minds in the world of Human Resources. Key Takeaways: 🔎 Evaluate HR needs by considering risk mitigation and return on labor. 🏢 Formalize performance management and onboarding structures for remote teams. 📊 Track key HR data points to improve business operations and employee satisfaction. 🤝 Develop people processes to empower employees to make decisions aligned with company culture. 🚀 Partner with HR professionals to streamline processes, enhance employee performance, and increase firm profitability. Behind the Story: Rhamy Alejeal shares his journey from economics and insurance to becoming a leading provider of HR solutions. He explains how he helps businesses scale by focusing on people processes, data-driven insights, and creating a culture where employees make decisions aligned with the company's values, Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. About keepful® : Let's be honest—most of us didn't become bookkeepers or accountants to spend hours learning marketing systems and chasing leads. We did it to serve clients and build a business we love. But what if you could get better clients without the marketing overwhelm? That's exactly what keepful® does. It's the all-in-one marketing system built specifically for bookkeepers and accountants—and it works 24/7 behind the scenes to bring in leads, book consultations, and automate follow-ups. You get a professional website, branded consultation page, and follow-up automations—all tailored to your business. No more duct-taping tools together or hiring expensive marketing teams. If you want to grow your firm with ease and attract better clients without doing more work, go check out keepful today at keepful.com. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Elevate Your Services: HR Partnership Program for Finance Professionals: https://peopleprocesses.com/partnerprogram/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-d

Join us this Wednesday for a new episode where Roger discusses how to scale and grow with Rhamy Alejeal.

Join us as we revisit this conversation from 2021! Take the time to listen as Cindy and Roger discuss the opportunities individuals have as they build their premier accounting firm in their area. Cindy brings a fresh new look to the approach of deciding next steps. She has a contagious personality that is both inspiring and uplifting. With Cindy it is time to think big, to dream big with considering what we can each do to realize our potential. Here what Cindy has to share to shortcut your path to success. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Cindy Jorgensen Cindy Jorgensen is a woman who knows how to accelerate the success of your business & life. She is a business consultant with Universal Accounting Center helping other people start and grow their own accounting practices. As a facilitator and mentor for the "Growing Your Business" program, and a speaker and trainer for Business Success Conference and The Best You, one of the largest business and personal development expos in the world -She's taught thousands how to create massive recurring income as a respected professional providing a lifestyle most only dream of. She is a mother of two boys and has worked internationally, teaching English to Chinese children. Cindy sincerely cares about everyone she meets and this unconditional love she has for everyone around her has rocketed her business endeavors to great heights. She was named one of the six "Most Successful Business Women in Utah" and was one of only 200 out of 500,000 to receive the Women of Excellence award. Appearing on ABC, CBS, and locally on KSL, Cindy has presented at Napoleon Hill's Think and Grow Rich World Tour in 2019, The Firm Foundation 2020 and has been invited to speak at the "Smart Women Rising" conference in Dubai 2020. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Cindy offers in the episode the opportunity to speak with her directly. Take some time to share with her your current situation, background and experience, along with your goals and see what she has to say to help you take the next step to have the premier accounting firm in your area. Schedule a time that is convenient for you now: https://calendly.com/uac-cindy/30min Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are your must have additions to every accountant's library to provide the value clients look for today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals 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

In this episode of Building the Premier Accounting Firm, Ingrid Edstrom, Chief Empowerment Officer at Priestess of Profits, shares her journey into accounting, emphasizing the importance of relationships, values, and authentic marketing in building a successful and fulfilling accounting practice. Discover how to move beyond transactional client interactions and create reciprocal, value-driven relationships in Roger Knecht's interview with Ingrid. Key Takeaways: ✅ Prioritize relationships over transactions to foster client loyalty and deeper engagement. 🌟 Define and embody your core values to attract ideal clients and build a strong company culture. 🗣️ Communicate authentically in your marketing to resonate with like-minded clients and build a community. 🌱 Cultivate a "giver's gain" mindset to create reciprocal relationships that benefit all parties involved. 🚀 Attend industry conferences to stay updated on technology, network with peers, and share your expertise. Featured Quotes: "Thought leaders are the ones making stuff up. That's what makes them thought leaders." - Ingrid Edstrom "We need to treat each other as humans first… We attract the people to us that we want to invest our time with by being our full, true, authentic selves." - Ingrid Edstrom "The last human freedom is our ability to choose our attitude in any situation." - Viktor Frankl, quoted by Ingrid Edstrom Behind the Story: Ingrid Edstrom's journey began with a desire to help struggling small businesses in her community. Frustrated by a lack of recognition and a toxic work environment, she started her own bookkeeping business during the 2008 market crash. Through networking, embracing technology, and staying true to her values, she transformed her practice and became a recognized thought leader in the accounting profession. Her story emphasizes the importance of building genuine relationships, aligning values with business practices, and staying authentic in a competitive industry. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. About People Processes: You're the expert in financial strategy—but when clients come to you with payroll and HR issues, you shouldn't have to carry that burden alone. That's where UAC's preferred HR partner, People Processes comes in. People Processes partners with accountants and bookkeepers to provide compliant, scalable HR solutions for your clients—so they avoid misclassification mistakes, payroll tax penalties, and labor law violations. People Processes is offering UAC students and alumni exclusive partnership benefits, including a doubled first referral bonus. Learn more or join their referral network at https://peopleprocesses.com/growcon/. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Come check out the Accounting Alchemy Network at http://AccountingAlchemy.net. We have amazing discussions and education around how accountants can live our values through our work, creating and being the change you want to see in the world. All of our offerings are free, and we would love for you to join the conversation. Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to max

Join us this Wednesday for a new episode where Roger discusses networking and conferences with Ingrid Edstrom

Join us as we revisit this conversation from 2021! Everyone starts somewhere as the begin to offer quality accounting services. Listen in as Adam and Roger discuss the journey from starting to ultimately having a successful accounting business. Adam shares his journey and offers suggestions. Also learn about Adam's niching into the word of cannabis working with both the growers and dispensaries as clients. It's a whole new world that is both exciting and challenging but well worth it. Hear a few things you can do to offer quality accounting services in an exciting way. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Adam Syvock Adam has a bachelors from the University of Wisconsin-Milwaukee in 2014 and then enrolled at Universal Accounting afterwards in the Bookkeeping, Tax, and QuickBooks programs, as well as the master coaching program. Adam started as academic coach in 2016 for Universal Accounting and now serves students in the Bookkeeping, Tax Preparer, and QuickBooks programs. He recently also became the new Marketing & Business coach for Universal. In addition, Adam has been running his own accounting business, Infinity Accounting, since 2015 and since then opened another separate practice. 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. This is a must have addition to every accountant's library to provide the value clients look for today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Mark Herschberg, author of "The Career Toolkit," to discuss essential skills for success, effective hiring processes, and the importance of career planning. They explore key skills like communication, negotiation, and leadership, offering actionable insights for both employers and employees in the accounting profession. Key Takeaways: 💡 Identify and assess key skills beyond technical abilities, such as communication, teamwork, and leadership, during the hiring process. 🤝 Negotiate effectively by adopting a win-win mindset, expanding the pie for mutual benefit, and understanding your BATNA (Best Alternative to a Negotiated Agreement). 🌱 Support employee career development by fostering open conversations, recognizing that career paths may diverge, and providing opportunities for skill enhancement. 🗣️ Define required communication skills specifically (written, verbal, presentation) in job descriptions and assess them accordingly during interviews. ⚖️ Distinguish between leadership and management, understanding that leadership sets the vision while management focuses on tactical execution. Featured Quotes: Mark Herschberg: "Nobody ever managed men into battle." Mark Herschberg: "Jobs are short, careers are long." Mark Herschberg: "You don't negotiate against someone. You negotiate with someone because the two of you together are crafting a deal that you both want and find better than not having a Take Action: Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. About Cash Flow Mike: "Let's face it—tax season is about the past. You're filing reports, closing books, and looking in the rearview mirror. But the most valuable advisors? They're not stuck in the past—they're helping clients build the future. That's where Clear Path To Cash comes in. It's the system designed specifically for accountants and bookkeepers who want to deliver real advisory value—without guesswork. With on-demand courses, live training, and a powerful cash flow app, you'll learn how to uncover hidden cash, guide better decisions, and close more high-value deals—all by simplifying the way you talk about financials. And right now, just for GrowCon listeners, you can try any membership level FREE for 30 days. Just use the promo code UAC25FEE at checkout. So stop looking backward—start leading forward. Visit CashFlowMike.com and enter UAC25FEE to unlock your free trial today." Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get the free Brain Bump app at https://brainbumpapp.com and a number of free resources at https://www.thecareertoolkitbook.com/resources Summaries and highlights from books and podcasts Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webina

Join us this Wednesday for a new episode where Roger discusses hiring and negotiation with Mark Herschberg.

Join us as we revisit this conversation from 2021! Femke returns to discuss with Roger the power of numbers in business. Consider the benefits that come when helping clients manage their businesses with budgets and forecasts. It's helpful to show clients the consequences of their decisions using a proforma. They also discuss the mental and emotional elements that affect decisions being made in business. Accounting is more than being compliant. It is helping the business owner manage by the numbers to make more informed business decisions as they run their companies. Doing so the business can be more profitable when working with the accounting professional. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Femke Hogema Femke Hogema started her career as a financial controller for large international company. She loved figures and the clarity that figures provide about a company's health. But she also saw that entrepreneurs don't like figures, controllers, bookkeepers, or accountants. Entrepreneurs find figures boring, complicated, and theoretical. So, she started her company, Healthy Finance, to close this gap between entrepreneurs and figures, and to help entrepreneurs get a grip on their numbers. She gave lectures and training courses, wrote the bestsellers: Financiën voor zzp'ers (Finance for solopreneurs), The Profit Advisor, Ondernemen in Crisistijd (Doing business in times of crisis) and recently: Profitable Plans. Femke also contributed to the Dutch edition of Profit First. Femke makes figures fun, practical, and accessible and in the course of ten years she inspired tens of thousands of entrepreneurs to build a financially healthy and profitable business. Since 2017, Femke has focused on training accountants and bookkeepers to become Profit Advisors (through Profit First Professionals Netherlands). She teaches accountants and bookkeepers so that they can, in turn, support entrepreneurs in growing a financially healthy and profitable business. Femke loves to teach clients to build their own profitable company which will yield more pleasure and satisfaction. Femke was featured as financial coach in a popular TV show on National TV. In 2019 she wrote a number one bestseller Winstgevende Plannen (Profitable Plans). The book reached a number one position in the Dutch National Management Book Top 100 within one and a half week after publication and kept that position for 28 days. This bestselling book is now available worldwide, titled: Profitable Plans. She gives keynotes in both the Dutch and English language about The Profit Advisor, Profit First and Profitable Plans. 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. This must have additions to every accountant's library to provide the value clients look for today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Also get a copy of Femka's newest book Profitable Plans there you will find some nice free downloads to go with the book. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Jeremy Van Groll about niching down into the nonprofit sector and building a thriving accounting business with a strong culture. Jeremy shares his journey from corporate accounting to entrepreneurship, highlighting the unique aspects of nonprofit accounting and the importance of aligning business values with client missions. Key Takeaways: 🔍 Niche Down: Focus on a specific industry, like nonprofits, to build expertise and speak the language of your clients. 🤝 Build a Strong Culture: Define your company culture collaboratively with your team and ensure it aligns with your values and client missions. 🌱 Emphasize Teamwork: Foster a sense of partnership and collective success within your team and with your clients. 📚 Continuous Learning: Stay updated on industry-specific knowledge and trends to provide valuable insights to your clients. ⚖️ Prioritize Work-Life Balance: Create a flexible work environment that values family and personal time for your team. Featured Quotes: "The nonprofits and their leaders are the heroes, and we're the sidekick. We're going to make you guys shine." - Jeremy Van Groll "If you're going to go down this path, the business needs to be an extension of you." - Jeremy Van Groll "Accounting success is universal." - Roger Knecht Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Keepful®: Let's be honest—most of us didn't become bookkeepers or accountants to spend hours learning marketing systems and chasing leads. We did it to serve clients and build a business we love. But what if you could get better clients without the marketing overwhelm? That's exactly what keepful® does. It's the all-in-one marketing system built specifically for bookkeepers and accountants—and it works 24/7 behind the scenes to bring in leads, book consultations, and automate follow-ups. You get a professional website, branded consultation page, and follow-up automations—all tailored to your business. No more duct-taping tools together or hiring expensive marketing teams. If you want to grow your firm with ease and attract better clients without doing more work, go check out keepful today at keepful.com. Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: To Connect with Jeremy or interested in his services: https://www.nonprofitbookkeeping.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting p

Join us this Wednesday for a new episode where Roger discusses culture with Jeremy Van Groll

Join us as we revisit this conversation from 2021! Listen to this discussion with Ken Bostrom as he shares his perspective of 30 years of teaching accounting, how it has changed and now being done. Enjoy the evolution of accounting which now includes computers and software, how things progressed from WordPerfect, Lotus123, ABC Accounting, MYOB to so much more. See how the accounting profession has changed, especially how it has been taught over the years from debits and credits to include software training, from classroom instruction to online courses and programs. It has become easier and more systemized. Ken also shares how and when updates to training accounting occur each year to help individuals excel in the careers to get paid what they are worth. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ken Bostrom Ken Bostrom has been an instructor, coach, and officer of Universal sector for nearly three decades. He has seen Universal Accounting Center grow from a small local brick-and-mortar accounting training school to an international provider of cutting edge, online certification training for accounting professionals to start and grow their own bookkeeping, accounting, and tax practice. Ken is the author behind our Professional Bookkeeper's Guide to QuickBooks, as well as its annual updates. You could say Ken wrote the book on how to use QuickBooks to get more done in less time and to become a Profit and Growth Expert. He is a certified Color Accounting instructor, QuickBooks Specialist, and a QuickBooks Pro Advisor. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Learn more about the MISSION Offers: Job Placement Assistance The Turnkey Business Plan for accounting professionals Color Accounting, learn the language of business in lay terms to communicate more effectively with your clients 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 episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht, podcast publicist Christina Lenkowski explains how accounting professionals can leverage podcast guest appearances to position themselves as authorities, build trust, and grow their businesses. Learn the strategies to educate potential clients, repurpose content, and create effective calls to action for lead generation through podcasting. In This Episode: 00:05 Introduction to the Premier Accounting Firm 01:30 The Rise of Podcasting in Marketing 04:41 Building Trust Through Podcasting 07:34 Educational Value and Authority in Podcasting 10:46 The Balance of Sharing Expertise 12:02 The Evergreen Nature of Podcast Content 17:08 Crafting a Compelling Guest Pitch 21:56 Creating Engaging Offers for Podcast Audiences 25:36 Maximizing Podcast Listening Experiences Key Takeaways: 🎯 Target ideal clients by tailoring podcast topics to specific niches within the accounting industry. 🎧 Utilize podcast guesting to shorten the sales cycle and build trust with potential clients through extended exposure. 🔄 Repurpose podcast content into blog posts and social media snippets for evergreen marketing. 🔗 Create dedicated landing pages with clear calls to action to capture leads from podcast listeners. 🗣️ Focus on providing value and education during podcast appearances, positioning yourself as an authority without giving away all your secrets. Featured Quotes: Christina Lenkowski: "People want to be consuming their media when they're on the go." Christina Lenkowski: "Service over self promotion." Roger Knecht: "You can repurpose this [content] indefinitely. It's evergreen." Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your authority as an accounting professional and market your services more effectively, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Understanding your publicity https://www.publicityxchristina.com/quiz-landing-page Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting communit

Join us as we revisit this conversation from 2021! Jennifer works with and advises many accounting professionals as they start and build their business. Listen as she shares suggestions and best practices to help accelerate your success. There are two key elements she feels are necessary, confidence and competence. What does that mean? Understand how working with a coach can be the difference to ensure success. Some good advice, "don't forget why you started". Enjoy this next episode in the series to help you Build the Premier Accounting Firm. 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

In this episode of Building the Premier Accounting Firm, Dr. Bijoy John, a board-certified sleep specialist, joins Roger Knecht to discuss the vital connection between sleep and mental health for business owners. He shares actionable strategies to improve sleep quality, manage anxiety, and boost overall well-being, crucial for thriving in the demanding accounting industry. Key Takeaways: ⏰ Prioritize dedicated worry time to manage anxiety and prevent racing thoughts before bed. 📱 Establish a tech-free bedroom to optimize melatonin production and improve sleep quality. 🍽️ Adjust eating and drinking habits to avoid disruptions like heartburn and frequent restroom visits. 😴 Recognize signs of sleep disorders and seek professional help when needed. 🛌 Invest in a quality mattress to address physical discomfort that may hinder sleep. Featured Quotes: Dr. John: "Sleep and mental health are very, very closely related. In fact, it's got a bidirectional relationship where when you sleep better, you're less anxious and when you're less anxious, you sleep better." Dr. John: "A bedroom is for sex and sleep in that order. Then everything else has to be outside." Behind the Story: Dr. John shares his personal journey overcoming sleep struggles and emphasizes the societal undervaluation of sleep, highlighting the impact of misinformation and the importance of recognizing individual sleep needs. He also touches upon "sleep divorce," the phenomenon where couples sleep separately to improve individual sleep quality, and provides insights on how this affects relationships. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm, the podcast for owners of bookkeeping, tax preparation, and accounting businesses. For more information Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Nobody's Sleeping book: https://a.co/d/iQbOZhVhttps://sleepfixacademy.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The

Join us this Wednesday for a new episode where Roger discusses sleep with Bijoy John.

Join us as we revisit this conversation from 2021! What a great topic and value add to an accounting firm. Rhett joins Roger to discuss services that can be offered to distinguish any accounting business as the one working to work with owners of real-estate. Consider this in-depth conversation regarding Cost Segregation and how it can make you the hero for your clients. This may be the unique selling proposition to help you niche your accounting services in the world of real-estate and investment properties. Get ready to take some notes, this is that good. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Rhett Gagon Rhett Gagon holds a Bachelor of Arts degree from Brigham Young University. Much of Rhett's professional career has involved working personally with high net-worth individuals; training and speaking at conferences on a local, regional and national level. Rhett's expertise in Cost Segregation began in 2010 when he first joined Cost Segregation Authority. Rhett continues to speak on national and local levels helping the accounting world to better understand the value of cost segregation both to the investor and accounting firms alike. He has worked on thousand of Cost Segregation projects saving clients nationwide hundreds of millions of tax dollars & has helped build Cost Segregation Authority to become a real leader in the industry and what it is today. When not at work his love and passion is spending time with his wife & children if this can happen outside, he is happiest – whether snow skiing in the wintertime, or on the water when it gets hot, even chasing & wrestling his 4 kids at home make him happiest. Company Summary Cost Segregation Authority was first established in 2006 at the infancy of modern cost segregation services. It was founded in large part by a father and son team who had spent their career in the construction industry and became passionate about the tax-saving strategies associated with real estate investments. This family culture has stayed with us for over a decade and we endeavor to keep it this way for generations. You will find most cost segregation firms are full-time CPA firms or offer a dozen other services to maintain their margins. At Cost Segregation Authority our focus is exactly as our name implies. Hence, if you are a CPA or other tax advisor, you don't have to worry about losing any tax return or other consulting revenue when introducing us to your clients. Our goal is to make you look good by performing the most accurate and tax-saving study possible. We are the good news in your practice and your partnership is paramount to our success. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. This is a must have addition 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 For those listening that would like a complimentary analysis for themselves, or their clients they can request one on our website: www.costsegauthority.com Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this episode of "Building the Premier Accounting Firm," host Roger Knecht and Robb Zbierski, professional speaker and coach with Freedom Personal Development, explore the critical role of mindset and mental health in achieving business success. They discuss practical strategies for rewiring your brain for optimism and resilience, offering actionable insights to overcome limiting beliefs. Key Takeaways: Recognize the value of having a "head coach" to gain perspective and challenge limiting beliefs. Implement daily, weekly, and quarterly routines to reinforce positive thinking and personal growth. Clarify your goals and create visual reminders to focus your subconscious mind on achieving them. Rewire your brain by replacing negative self-talk with positive affirmations and visualizations. Embrace the concept of turning stumbling blocks into stepping stones by focusing on core values. Featured Quotes: Robb Zbierski: "Our brains are hardwired to focus on negativity, urgency and complexity, complacency. And that tends to show up in self talk." Zbierski: "You can always get into the rut on your own, but you need help to get in the groove." Roger Knecht: "Live life with curiosity and gratitude. That'd be a great place to start." Behind the Story: Rob Zerbinsky shares his journey from the bicycle industry to becoming a mindset expert, detailing how he learned to master his own mind and help others do the same. The conversation reveals the surprising power of perspective, goal clarity, and consistent mental conditioning to overcome the self-sabotaging tendencies of the human brain. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm. For more information on how you can shift your mindset to run your business more effectively, call 435-344-2060 or connect with Roger's team here: https://calendly.com/uac-certification-enrollment/career-success?month=2025-05. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get access to the blueprint: https://wfm90606.infusionsoft.app/app/orderForms/Train-Your-Brain-For-Success-Blueprint-Foundational-Package Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and t

Join us as we revisit this conversation from 2021! Listen in as Roger and Erin discuss the psychology that can frustrate our efforts to be successful and profitable in business. Consider the things so many of us do that sabotage our individual success and learn the formula to help make profit deliberate and intentional. Dream big enough and start small enough to experience success – baby steps 😊 Erin has worked with accounting professional over the years to know what it takes emotionally and practically to help business owners make profit a priority. Learn about the 5 plates approach to money management and how it can help business owners get paid what they are worth. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Erin Moger Erin Moger has been a Profit First Professionals Guide since 2015, shortly after Profit First Professionals launched in Mike Michalowicz's basement. Erin grew up as a child of an entrepreneur and has experienced entrepreneurship in a different light because of it. She earned her degree in accounting because she saw this field as the way to help small business owners succeed. Profit First Professionals is an exclusive community of accountants, bookkeepers and business coaches who are certified in the Profit First methodology to help their clients build highly profitable businesses. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. You can also learn more about Profit First going HERE: www.profitfirstprofessionals.com Offers: Get a FREE copy of each of these books all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are the must have additions to every accountant's library to provide the value clients look for today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals – e-book "in the BLACK, nine principles to make your business profitable" – e-book "Profit First" – e-book See what you can do to also become a Profit First Professional and join the community committed to eradicating entrepreneurial poverty 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

In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes motivational speaker and business coach Becky Kemp to explore the power of words in both personal and professional success. Discover actionable insights and the importance of intentional communication for entrepreneurs seeking to improve their businesses and lives. 🚀 Key Takeaways: Acknowledge the need for change and personal dreams to spark creation and innovation. 🌟 Ask better questions to overcome obstacles and find unique paths to business success. ❓ Practice abundant thinking and gratitude to maintain motivation and drive action. 🧠 Invest in personal and professional growth through mentorship, conferences, and self-reflection. 📚 Be intentional with self-talk and daily choices to cultivate a positive mindset. 💬 Featured Quotes: "Change your words and you can change your story." – Becky Kemp 🗣️ "Thoughts become things." – Roger Knecht 💡 "Anything of value takes work." – Becky Kemp's Husband 👨‍👩‍👧‍👦 Behind the Story: Becky Kemp's journey began with a personal quest to overcome depression and anxiety. This led her to explore the profound impact of words, ultimately inspiring her to launch a T-shirt business with positive affirmations, become a certified life coach, and write "The Word Effect." Her insights blend personal experience with practical advice, emphasizing the importance of self-awareness and intentional action in achieving success. 🔑 Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Free Gift: The One Word Way eBook Unlock the power of intentional language with The One Word Way! Discover three simple words you can leverage today to break free from feeling stuck and start moving forward with clarity and confidence. Download your free copy now at www.becomingwithbecky.com and begin creating momentum—one word at a time! Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Univer

Join us this Wednesday for a new episode where Roger discusses the power of words with Becky Kemp.

Join us as we revisit this conversation from 2021! Working with business owners often presents opportunities to educate and perhaps inspire. But what does this look like in a professional setting, in fact in a more formal relationship that may involve compensation? Learn the levels that exist for accounting professionals to offer more than quality accounting services. Consider becoming a: Mentor Advisor Consultant Coach See what you can do to benefit from each as well as offer each of these services to build the premier accounting business in your area. 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: Join the closed Facebook group to give back and help your peers as well as receive the advice you need when you need it as you work with your clients. The Accounting & Bookkeeping Tips Group. Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountant's library to provide the value clients look for today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Consider becoming a Profit & Growth Expert See what you can do to work with a coach to help you build the premier accounting firm. 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

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Randy Johnston, a leading figure in accounting technology, about tech stacks, AI, and the future of the accounting industry. Johnston shares his expertise on choosing the right technology, integrating AI seamlessly, and leveraging tools for optimal efficiency and client satisfaction. This episode provides actionable advice for accounting professionals looking to enhance their firms with cutting-edge technology and strategic service offerings. Key Takeaways: 💡 Define Your Service Offerings: Determine the specific services your firm will provide (e.g., bookkeeping, tax planning, advisory) to guide your tech stack choices. 🤖 Embrace Integrated AI: Look for platforms that incorporate AI seamlessly to enhance existing workflows and improve accuracy, rather than relying solely on prompt engineering. ⚙️ Optimize Your Tech Stack: Choose a minimal set of tools that effectively address your firm's needs, focusing on deep expertise and full utilization rather than accumulating numerous underused applications. 💰 Invest Strategically in Technology: Allocate 3-7% of your top-line revenue to technology to leverage its potential for increased profitability and efficiency. 🤝 Prioritize Client Experience: Select client-facing tools that are easy to use and require minimal extra effort from clients, aiming for a seamless and positive interaction. Featured Quotes: "You really need to decide what you're going to deliver to your clients… What do you want the practice to be first? And that will determine the platform that you should choose." - Randy Johnston "Be quite cognizant of your offering. Choose the minimum number of tools to get the job done well, but do spend on technology… because it turns out that technology can be a lever for you." - Randy "Accountants change these types of platforms as often as they change physicians and major world religions. And unless you're gonna change one of those anytime soon, you may not need to change your platform just to stay up with the times." - Randy Behind the Story: Randy Johnston's journey in accounting technology began in the 1970s, witnessing the evolution from paper-based systems to cloud-based solutions and now, AI-driven platforms. His experiences as a designer for major accounting software companies and his deep understanding of the profession's needs have positioned him as a leading voice in technology adoption and strategic planning for accounting firms. In this episode, he draws on this extensive background to offer practical, forward-thinking advice. Conclusion: Thank you for joining us on another insightful episode of Building the Premier Accounting Firm with Roger Knecht. To implement some of the leading strategies that Randy shared in this episode, connect with Universal Accounting Center's team at 435-344-2060. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get access to One free CPE Course - https://www.cpetoday.com/ https://www.cpapracticeadvisor.com/resource/podcasts/ https://www.nmgi.com/ https://www.k2e.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is yo

Join us this Wednesday for a new episode where Roger discusses technology with Randy Johnston

Join us as we revisit this conversation from 2021! Selling accounting services can be a challenge, in fact frustrating, but it doesn't need to be that way. Listen in as Clay and Roger discuss some essential elements of the process that can make it easier and more effective for you as you work to bring on new clients. There are some key parts of the meeting with a potential client that you don't want to miss. Also take advantage of some free resources Clay shares that are available to our listeners that you don't want to miss. It's time to confidently market and sell your services to get the clients you deserve. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Clay Neves Clay Neves is a 12-year veteran with Universal Accounting Center and is currently Vice President of Student Enrollment. He has also worked with students throughout the United States and Canada to grow their practices. As a VP at Universal Accounting, He oversaw the growth of Universal's seminar channel nearly ten-fold and is now managing the current growth of our enrollment call center. He has applied the principles from "in the BLACK" and "Red to BLACK" to manage his departments to meet or exceed sales and profit forecasts year after year. He assisted in the development of our Universal Practice Builder program and creator of his online Sales Academy: Personal Sales Dynamics: Mastering the Fine Art of Relationship Selling, both included now within our Profit & Growth Expert Certification Program. As a former Chamber of Commerce President, he knows how to help small businesses. With over 35 years of sales ma Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. This is a must have addition 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 Text BUILD to 57838 to request my daily Golden Sales Nugget. A 120-character text message that you'll receive daily that gives you something you can focus on to improve your effectiveness in BUILDing your clientele. Clay has also offered to email you the P's & Q's questioning sequence we discussed today. Just email him directly at [email protected]. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this episode of Building the Premier Accounting Firm, Kirstin Reeder, founder and CEO of Purple Sapphire Business Solutions, shares her journey from stay-at-home mom to EA, offering specialized bookkeeping and tax services. Discover how she balances family and business, sets boundaries, and leverages networking to grow her firm. Key Takeaways: 🤝 Leverage networking and referrals for client acquisition in bookkeeping and tax services. ⏰ Set clear boundaries and manage scope creep to maintain work-life balance. 💡 Offer tiered tax planning services to cater to different client needs. 🛠️ Utilize automation tools like TaxDome to streamline workflows and improve client communication. Featured Quotes: "I love my job. If I could, I would be probably doing, you know, working 50 to 60 hours a week." - Kirstin "My life completely changed when I started my business because I was able to surround myself with people who get it." - Kirstin "There's a little bit more control over your tax situation when you own a business or have real estate investments or things like that." - Roger Behind the Story: Kirstin Reeder's journey into accounting began with a high school class and took a detour through motherhood and homeschooling. Later in life, she found her way back to her passion, becoming an Enrolled Agent and specializing in bookkeeping and tax services for the travel and tourism industry. Her story illustrates the flexibility and opportunities available in the accounting profession, as well as the importance of community and setting boundaries. Conclusion: Thank you for listening to another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can follow in Kirstin Reeder's footsteps and start a thriving accounting firm of your very own, connect with Universal Accounting Center's team at 435-344-2060. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: The Tax Pros BFF is in beta mode right now, and we are looking for testers. If you would like to get on our interest list, to either be a beta tester or to receive information about the launch, visit www.taxprosbff.com Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date o

Join us this Wednesday for a new episode where Roger discusses tax planning with Kirsten Reeder