Building the Premier Accounting Firm

Join us as we revisit this conversation from 2020! As we work with our clients, do they see us as forward thinking? Are the meetings with us inspiring and engaging to help them use the accounting information they are receiving to make well informed business decisions? Are we leveraging technology to provide our clients the cutting edge services that will help us stand out as the premier accounting service? Listen as Twyla and Roger discuss these questions and so much more as they consider the things that can be offered to provide quality accounting services. For example, do you provide for your clients a safe environment to explore the opportunities the business has? The future is bright for the accounting profession. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Twyla Verhelst Twyla Verhelst lives and breathes accounting. As a CPA, tech entrepreneur, and now leader of the Accounting Professionals Program at FreshBooks, she's working to empower accounting professionals with the tools they need to thrive, as well as helping them discover their most valuable tool — their authentic self. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. FreshBooks, the #1 accounting software in the cloud, designed exclusively for freelancers and growing service based business owners. The Accounting Professionals Program (APP) is designed to connect innovative firm owners with both the FreshBooks platform and our business customers. Underpinning it all is what we call a collaborative accounting approach. Offers: Get a FREE copy of a book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountant's library to provide the value clients look for today: "in the BLACK, nine principles to make your business profitable" – e-book Invitation to join the FreshBooks The Accounting Professionals Program (APP) FreshBooks invites you to join their new Accounting Professionals Program. Accounting Partners become FreshBooks Certified and receive Partner benefits including referral bonuses, exclusive discounts, addition to the directory, dedicated support and more! Additional information can be found here: freshbooks.com/accountants 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 Charles Leikauf, known as the accidental fractional CFO, about transitioning from corporate finance to helping accounting firms offer CFO services. They discuss key strategies for marketing, pricing, and delivering high-value CFO services, plus how to avoid scope creep and build client relationships. Key Takeaways: 👂 Listen to your spouse: Their insights can lead to unexpected opportunities. 💼 Clearly define your CFO services: Focus on cash flow, capital, and business model improvements. 🚫 Prevent scope creep: Set expectations upfront during the sales process and maintain a peer-to-peer relationship. 🎯 Market the outcome, not just the service: Sell the value and impact of CFO services on clients' lives. 🚀 Believe in yourself: Take the leap and explore new opportunities, even if they seem daunting. Featured Quotes: "How do I make value, and I need to go to the things that are scary, right?" - Charles {{05:25}} "There are no CFO police, right? There is no CFO standard service." - Charles {{17:26}} "If you don't go out there and if you give it a shot, you don't know if it's for you." - Charles {{43:17}} Behind the Story: Charles's accidental entry into the world of fractional CFO services highlights the importance of being open to new possibilities and trusting your instincts. His story underscores that sometimes the most rewarding opportunities arise from unexpected sources, like a nagging spouse or a random Facebook request. It demonstrates the transformative impact of CFO services on small businesses, turning financial anxieties into clear paths for growth and stability. Conclusion: Thank you for joining us on this episode of Building the Premier Accounting Firm with Roger Knecht. For more advice on how to join the powerful wave of fractional CFO services, connect with Universal Accounting'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: Our CFO Blueprint 1:1 Coaching Program is where we help people learn how to start, offer and scale their financial services business using Fractional CFO / Advisory services. https://profitsurgegroup.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

Join us this Wednesday for a new episode where Roger discusses fractional CFO with Charles Leikauf.

Join us as we revisit this conversation from 2020! Roger and Geraldine each have a similar belief when it comes to working with accounting clients. Are we really giving the business owners timeline information to help them make more informed business decisions? The passion they both have to help business owners is obvious. Listen in and see what more you can do to help improve client relations and retention while getting paid what you are worth as an accounting professional. It all starts with pricing; do you see value in the services you offer? It is not the task but rather the value we bring to our clients. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Geraldine Carter Geraldine Carter is the founder of She Thinks Big Coaching, where she helps CPAs get out of the accounting rut. Her clients routinely double their margins in 12 months or less while working fewer hours. Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in Sun Valley, ID. 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 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 Pricing Strategies for accounting professionals Geraldine also offered her PDF: "Different Pricing Methodologies for CPA's" – get your copy now. 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, Kenny Harper of Growth Amplifiers joins Roger Knecht to discuss the nuances of marketing and sales, emphasizing the importance of niching, understanding the customer journey, and sharing value to attract and retain ideal clients for accounting, bookkeeping, and tax businesses. Kenny shares actionable strategies to amplify your firm's reach and impact. Key Takeaways: Understand the distinction between marketing (attracting ideal clients) and sales (helping clients achieve their goals). Share the full range of your services with clients; don't assume they know what you offer. Niche your marketing to resonate with specific industries or client types for better engagement. Focus on building relationships and guiding clients through a journey, rather than pushing for a quick sale. Seek fresh perspectives to identify blind spots and optimize your marketing and sales efforts. Featured Quotes: "Clients don't know what they don't know." - Roger Knecht [09:46] "Sales is simply just helping people get that value." - Kenny Harper [14:23] "You don't have to niche your whole business, but you should consider niching your marketing." - Kenny Harper [26:05] Behind the Story: Kenny Harper's path from recording bands to optimizing marketing strategies for business advisors offers a unique perspective on growth. His early struggles in the music industry taught him the importance of the business side of passion, shaping his approach to helping others amplify their impact. Thank you for joining us for this enlightening episode of Building the Premier Accounting Firm with Roger Knecht. For additional help and resources for improving your marketing, sales, and ability to build relationships at your accounting firm, call 435-344-2060 to connect with Universal Accounting's team. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: The Advisors Playbook - Learn how to attract and enrol more ideal customers: https://growthamplifiers.com/amplify/ 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 of

Join us this Wednesday for a new episode where Roger discusses marketing and sales with Kenny Harper

Join us as we revisit this conversation from 2020! For some starting an accounting business is out of necessity. Perhaps it is unexpected or even wanted but when life happens we sometimes need to make the most of the situation. With that in mind listen as Veronica shares her story and how she can look back with gratitude. Roger and Veronica discuss the challenges and strategies to overcome. Veronica also shares some tools and resources she has to help accountants effectively market and sale their services. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Veronica Sagastume Veronica Sagastume is an ex-corporate CFO turned content marketing strategist with a passion for helping accounting, bookkeeping, and tax business owners create content to increase their visibility on social media and grow their business online. After a 20 year corporate career as an accounting and finance executive in Silicon Valley and the San Francisco Bay Area, Veronica faced a personal life event which led her to make the bold decision to trade her corner office for a home office. In 2011, Veronica left her CFO position to start her own consulting practice to work with startup companies as their business consultant. Fueled by her experience, Veronica skyrocketed her practice to quick success. In 2016, she ventured online to help other accounting, finance, and tax business owners learn how to show up online with a strong content marketing strategy to attract and connect with clients. Helping them to show up like the experts they are, make a greater impact, increase their online visibility, and grow their business online is her primary vision and goal! Veronica has built a thriving consulting and coaching business from the comfort of her own home and is excited to share her journey. 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 a book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountant's library to provide the value clients look for today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Veronica has created several free resources to help Accounting, Bookkeeping and Tax businesses grow their business online. Download her Nurture Your Network guide which includes email swipe files you can customize and use to reconnect with your existing network and reignite that relationship. And if you're ready to show up online, but are stuck wondering 'what to write about?', she's got you covered with 75 content ideas plus a 31 day content calendar template that will inspire you to take action and start showing up for your audience - Grab it 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 sits down with guest Greg Kyte to explore the intricacies of fractional CFO work, fraud prevention, and the unexpected intersection of accounting and comedy. Greg shares his unique career journey and provides actionable insights for accounting professionals looking to protect their clients and enhance their service offerings. Key Takeaways in This Episode: ✅ Prioritize transparency and accountability in all financial dealings to build trust with clients and prevent fraud. 🏢 Implement robust internal controls, including separation of duties, to safeguard assets and prevent abuse. 🎭 Make financial data engaging and understandable for clients, tailoring communication to their needs and interests. 🤝 Network with professional organizations to expand your knowledge, gain job opportunities, and build valuable relationships. 🛡️ Continuously refine your business model and processes to minimize risk and maximize efficiency. Behind the Story: Greg Kyte's journey from middle school math teacher to CPA and fractional CFO is anything but ordinary. His experience in his mother's pharmacy ignited his passion for bookkeeping, while his stand-up comedy background gives him a unique perspective on the world of finance. Together, these experiences inform his approach to client relationships, fraud prevention, and the art of making complex financial data accessible and engaging. To learn more about how you can follow in Greg's footsteps and start an accounting firm of your own, regardless of your background, call 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 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 Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Pre

Join us this Wednesday for a new episode where Roger discusses anxiety, failure, and fraud with Greg Kyte

Join us as we revisit this conversation from 2020! For some the idea of starting an accounting business is the furthest thing from their mind then life is thrust upon them. Listen as Natalia discusses with Roger her journey from single mother to successful bookkeeper. Realizing the need for grit to build the business peppered with tenacity pays off. It is also the attitude of gratitude that pays off along with the support of others. There is a reason we each need cheerleaders in our lives. With that Natalia is living the dream 😊 Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Natalia Zacharin In 2018, after years of working for other firms, Natalia opened her own firm, Zacharin Consulting; a firm dedicated to empowering businesses to understand and interpret the financial health of their business and significantly improve their bottom line. Using a blend of personal service and expertise, Natalia's goal is to bring her experience and knowledge to her clients in a meaningful way. Zacharin Consulting offers strategic bookkeeping, monthly accounting, remote CFO services and financial intelligence programs to help businesses thrive, stay organized, save time, and give them peace of mind. 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. These are 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 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 Andrew O'Brien, the Mindblowing Coach, about stress and burnout management for accounting professionals. They explore the science behind stress, debunk misconceptions, and provide actionable tips for a healthier, more balanced life. 💪 Key Takeaways: Recognize the difference between real and perceived stress to better manage your reactions. 🧠 Implement deep breathing and hydration techniques to quickly signal your brain for homeostasis. 💧 Prioritize sleep and nutrition to optimize brain health and nervous system function. 😴 Incorporate gratitude and fun activities into your daily routine to boost positive hormones. 😄 Connect with yourself and your environment to align actions with values, preventing burnout. 🧘 Featured Quotes: Andrew O'Brien: "Stress is a part of us… We are human. We have a brain… we're never going to be able to get rid of our stress response." Roger Knecht: "You are enough. There isn't anything that's lacking. You're not broken. You are enough. You are a good person." Andrew O'Brien: "It just takes one, one, one small step to start this journey… You are going to get back to more of that flow state which is the goal of life." Top 3 Highlights: Real vs. Perceived Stress: Identify and filter out perceived threats. 🚫 The O'Brien 10: Implement practical techniques for stress relief and brain health. ✅ Self-Compassion: Acknowledge your humanity and practice kindness towards yourself. ❤️ Thanks for joining us on this episode of Building the Premier Accounting Firm. For more insights on how you can start and efficiently run your business, contact our 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: Schedule a free stress relief strategy call with Andrew & download the stress relief tips, The O'Brien 10: https://my.practicebetter.io/#/63c7e592cf728652691b56ee/bookings?s=63c7f098271fea6760fd4fcf&step=date 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

Join us this Friday for a new episode where Roger discusses mastering your stress with Andrew O'Brien.

In this episode of Building the Premier Accounting Firm, Nolan Bradbury of Bradfield Accounting joins Roger Knecht to discuss the critical importance of strong client-accountant relationships, moving beyond transactional interactions, and leveraging financial reports to drive business growth. They explore the value of providing advisory services, KPIs, and the essential role of accountants as translators, ensuring business owners understand their financial data and make informed decisions. Key Takeaways: Prioritize client relationships: Build connections that go beyond basic accounting to understand clients' needs and pain points. Translate financial language: Communicate clearly and avoid accounting jargon to make financial information accessible. Focus on key performance indicators (KPIs): Identify and track the metrics that truly drive business success, not just financial statements. 📊 Move into advisory services: Offer strategic advice and guidance to help clients grow and achieve their business goals. 🚀 Understand the Rule of 3 and 10: Recognize that scaling requires adapting systems and processes at each growth stage. Featured Quotes: Nolan: "You have to connect with the person on a level that is beyond just the accounting… For a relationship to be an actual relationship, you have to have more than one person show up and want it to be a relationship." Nolan: "When people come to you to hire you for bookkeeping or tax, they're not actually hiring you for bookkeeping or tax… What they're actually looking for is the strategy that comes from those things." Nolan: "The customer won't care more than you care… They're never going to care more than you are or get more excited about the information than you do now." Thank you for joining us for this episode of Building the Premier Accounting Firm. If you're ready to start your own firm or implement the strategies Nolan Bradbury shared in this episode at your current role, contact our 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 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 co

Join us this Wednesday for a new episode where Roger discusses client relationships with Nolan Bradbury

Join us as we revisit this conversation from 2020! The premise of building the premier accounting firm is based upon the unique services we each choose to offer. Listen as Ryan and Roger discuss why and how you can become a disruptor within the space of accounting to find and retain new clients. Also hear what Ryan has to share about growing an accounting business to the point that someone acquires it. What did it take to achieve it and the lessons he learned along the way? He has some good advice so be ready to take some notes. Pay attention to what he has to say about "coaching" and it's value in building your business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ryan Lazanis, CPA Ryan Lazanis, CPA, CA founded Xen Accounting in 2013, a 100% cloud-based accounting firm. Following its acquisition in 2018, Ryan started Future Firm, which helps firm owners design and implement an online, scalable firm that supports their ideal lifestyle. He also sends a weekly newsletter to 2,500+ firm leaders that want to receive exclusive content & tips to help them create an online, scalable firm of their own. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Ryan sends a weekly newsletter to over 3,000 firm leaders who want exclusive tips & tricks to design & implement an online, scalable firm of their own. Newsletter sign up - https://futurefirm.co/newsletter/ 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 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," Shena White, an award-winning contractor and wealth efficiency expert, shares her journey into accounting after an embezzlement incident, leading her to specialize in CFO and advisory services for small businesses. Discover key strategies for financial management, tax planning, and safeguarding your business during economic downturns. This episode provides actionable insights for accounting professionals and business owners alike. Key Takeaways: Understand the role of a fractional CFO in providing financial insight beyond bookkeeping and tax preparation. Implement strategies for building cash reserves and securing lines of credit to protect your business during downturns. Prioritize open communication and trust with clients to address personal and business challenges effectively. Align tax planning with long-term business goals, considering exit strategies and potential sale scenarios. Recognize the importance of playing both "offense" (sales) and "defense" (financial management) in business. Thank you for listening to this episode of Building the Premier Accounting Firm. For more strategies for growing your accounting firm through advisory services, call our 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: Check out her Contractor Cash Club: https://www.yourpocketcfo.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 & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON

Join us this Friday for a new episode where Roger discusses better serving your clients through advisory services with Shena White

Join Roger Knecht and guest expert Apoorv Dwivedi of Fixyr Marketing as they explore effective marketing strategies for accounting professionals on this episode of Building the Premier Accounting Firm. This episode delves into creating sustainable revenue opportunities, implementing balanced lead generation approaches, and measuring marketing success in the accounting industry. Learn how to transform your firm's marketing from passive referrals to proactive growth strategies. In This Episode: Learn how to define marketing for accounting success, develop effective lead generation strategies, and implement measurable marketing tactics that drive results. Discover the balance between traditional referral marketing and modern lead generation techniques, while understanding crucial performance metrics for your firm's growth. Key Takeaways: 💡 Define marketing as all actions creating revenue opportunities for your accounting firm. 🎯 Develop a balanced lead generation approach, combining referral strategies with hunting or fishing techniques. 📊 Track key performance indicators (KPIs) like leads generated per channel, cost per lead, and cost per acquisition to measure marketing effectiveness. 🌱 Nurture client relationships consistently to maintain top-of-mind awareness and encourage repeat business. 🛠️ Implement a strategic marketing plan with regular check-ins to avoid the common trap of delayed or abandoned marketing efforts. Thank you for joining us on this episode of Building the Premier Accounting Firm. For more tips on lead generation and how to grow your business, call our 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 your free Marketing Gap Analysis. In under 15 minutes this assessment will reveal the strengths and gaps in your marketing compared to the best-in-class standards for accounting, bookkeeping, tax, CAS and business advisory firms,along with recommendations on what you can do to improve.Get started now at https://fixyr.com/fixyourmarketing 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 offerin

Join us this Wednesday for a new episode where Roger discusses marketing and lead generation with Apoorv Dwivedi.

Join us as we revisit this conversation from 2020! Michelle is an optimist, seeing opportunity and potential new clients everywhere. Selling accounting services can be fun and when you combine passion with an abundant mindset there is no stopping your potential to build your business. Listen as Roger and Michelle discuss principles you can use to become comfortable selling your quality accounting services. In the end, it's about helping your clients and letting them see you as the expert to help them. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Michelle Weinstein Michelle trains accountants how to use her unique and proven system to sell more services, overcome any objection, and have a life full of abundance! She has successfully trained CPAs how to actually and efficiently IMPLEMENT powerful techniques adding $10k to $50k in additional revenue every month. Michelle is also the host of the, The Abundant Accountant Podcast is where accounting professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. She cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so accounting professionals can stop giving away their time and expertise away for free and start being paid their value and worth! Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Michelle shared that she sees way too many accounting professionals who are overworked, underpaid, and underappreciated. Is that you? 8weeksalesmastery.com That's why I've created a simple 5-step process for accountants so that you can feel confident positioning yourself as the expert, get consistent, high-quality referrals, and easily get people to say YES to paying you what you're worth (no matter how much you charge), while working less all year round. Go to 5stepstoabundance.com now if you want to stop waiting around for the busy season every year and have an accounting practice full of high-level clients who are happy to pay you the fees you deserve and who actually appreciate the work you do for them. Get the sales training built specifically for accounting professionals so that you can Sell with Confidence applying the principles of Strategic Selling. Take a moment and download this overview of the process with this Cut to the Chase pdf Get a FREE copy of each of the two books 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 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 as he welcomes Ralph Estep Jr. to Building the Premier Accounting Firm. In this enlightening conversation, they explore relationship-based accounting, the integration of faith and purpose in business operations, and strategies for developing a comprehensive accounting practice. Learn how meaningful client connections and a dedication to service can elevate your firm to new heights. In This Episode: • Building lasting client relationships through authentic care and understanding • Integrating faith-based principles into accounting practices • Developing diverse skills to better serve clients • Creating value through proactive communication • Balancing technical expertise with personal connection Key Takeaways: 🤝 Build Lifelong Relationships: Focus on making genuine connections with clients, understanding their personal and professional goals. 🌟 Incorporate Faith and Purpose: Align your accounting practice with your values to create a fulfilling and impactful career. 🌱 Be a Well-Rounded Professional: Diversify your experiences and interests to better relate to clients and offer holistic advice. ❤️ Show Genuine Care: Prioritize your clients' well-being to improve the quality of your services and foster long-term loyalty. 🗣️ Communicate Proactively: Use technology and personal interactions to keep clients informed and engaged. Thank you for joining us on this episode of Building the Premier Accounting Firm. For more information on how you can start your own accounting practice, or implement the strategies mentioned in this episode at your firm, connect with our 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 your copy of Mastering Your Finances by Ralph Estep. It's your roadmap to a secure and thriving financial future. Also, take advantage of this opportunity to enroll for free in Personal and Family Finance. 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 & Bookkeeping Tips Facebook

Join us this Wednesday for a new episode where Roger discusses building relationships with Ralph Estep Jr.

In this episode of "Building the Premier Accounting Firm," host Roger Knech interviews Sarah Webb, founder of Web CFO, about transitioning from corporate finance to launching a successful virtual CFO and accounting business. Sarah shares insights on marketing strategies, fractional CFO services, and building a client-centric firm. Learn how her diverse experience and marketing savvy propelled her accounting business. Key Takeaways: Embrace relationship building over aggressive sales tactics for sustainable growth. Define fractional CFO services as a blend of accurate accounting and forward-looking financial insights. Focus on KPIs such as accounts receivable, cash flow, and gross profit to drive client success. Encourage business owners to delegate effectively and take time off to build self-sustaining businesses. Implement fraud prevention measures, including receipt verification and accounting email management. Featured Quotes: Sarah Webb: "I don't want to say I'm always selling, I'm always relationship building. And just because you tell me no now doesn't mean it's no forever." Roger Knech: "Accounting is the language of business and the company is communicating via these numbers to the business owner what is going well, what needs attention, what needs to be fixed." Sarah Webb: "I am grateful for the flexibility of this profession that allows me to kind of do all different things." Thank you for joining us for this episode of Building the Premier Accounting Firm. Learn more about how you can add CFO services to your firm's offerings by calling our 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: Enroll for free in this course for Personal & Family Financials Then get your free copies of "Your Strategic Accountant" and "Your Profit & Growth Expert". 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 & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting S

Join us this Friday for a new episode where Roger discusses leaving your current role and going out on your own with Sarah Webb

Join us as we revisit this conversation from 2020! What is it that we can do, that we can declare that will make our services more compelling and meaningful to business owners? Larry is passionate about the work he does for his clients and it is contagious. Listen and He shares with Roger why he feels we need to be more aggressive in our marketing. He also challenges us to also become authors to share our story and message. Are you ready for that next step in your business and have a new powerful marketing asset? Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Larry Weinstein, CPA Larry M. Weinstein is a CPA (Texas) also known as the Tax Terminator® and the CPA for Lawyers®. He is the Managing Director of TaxTerminatorHQ.com and TheCPAforLawyers.com. Larry graduated from the University of Houston with a BBA in Accounting and began his career in the Houston office of Arthur Young, now known as Ernst & Young. In private practice since 1988, Larry concentrates in the area of IRS Tax Planning and Preparation, mostly for closely-held businesses and professional practices. Larry has worked with hundreds of individuals, business, and professional practice owners through the years, helping them to LEGALLY lower their taxes while staying compliant with the IRS rules and regulations. Larry is the developer of the Strategic Tax MinimizationTM Process. Larry lives in Houston with his wife and Teddy the Texas Tax Cocker Spaniel. When he is not spending time with his family, he enjoys riding his recumbent tricycle and bicycle, fishing from his kayak and photography. 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 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 accountants 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 interviews Scott Maderer on aligning personal purpose with business goals. Discover how to identify your calling, manage time and finances effectively, and build a fulfilling career in accounting. Gain actionable strategies for self-reflection and achieving authentic success. Scott and his wife Carrie started a ministry which evolved into Inspired Stewardship, a business focused on helping Christian men and couples live out their calling. Scott's personal journey through financial struggles and rediscovering his faith informs his coaching approach, emphasizing self-reflection and aligning actions with core values. Key Takeaways from the episode: 🤔 Identify the difference between your calling and your assignments for a more purposeful life. 🗓️ Perform a time audit to understand where your energy is being spent and reclaim wasted time. ❤️‍🩹 Reflect on past experiences to identify patterns in what gives you energy versus what drains you. 🚫 Learn to say "no" to opportunities that don't align with your core values and purpose. 🙏🏼 Integrate faith and personal values into your business for a more authentic approach. Thank you for joining us for another episode of Building the Premier Accounting Firm. If you have questions about starting your own journey to entrepreneurship with an accounting business of your own, call 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: Scott has some free resources to take advantage of: https://inspiredstewardship.com/premieraccounting Visit: https://inspiredstewardship.com/premieraccountinghttps://inspiredstewardship.com/premieraccounting Gain the confidence to run your daily routine using Time Management and have a healthy relationship with money. 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 & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The

In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Len Bruskiewitz, a seasoned business coach and certified exit planning advisor with extensive experience in helping business owners navigate successful transitions. Drawing from his background in tech and business coaching, Len shares invaluable insights about the critical intersection of accounting and exit planning. They explore how accounting professionals can better serve their clients while preparing their own firms for future transitions. In This Episode: Understanding the fundamentals of exit planning The role of accounting in business transitions Maximizing business value through proper documentation Different exit strategies and their implications Building sustainable processes for long-term success Key Takeaways: Recognize the importance of exit planning and its impact on business value and legacy. Understand how EBITDA and add-backs influence business valuation, irrespective of tax strategies. Identify common reasons why business owners avoid exit planning, and how to overcome these hurdles. Implement strategies to build a sustainable business with documented processes and a strong client base to increase valuation. Explore various exit options: family succession, employee/management buyout, or third-party sale, and weigh their respective pros and cons. Final Thoughts: Len's journey from technology to exit planning expertise underscores how accounting professionals must integrate exit planning into their client services, emphasizing its significance for business valuation and post-exit success. The discussion highlights the importance of creating self-sustaining businesses through proper documentation and systems. Thank you for joining us on this episode of Building the Premier Accounting Firm. Connect with our team at 435-344-2060 to learn more about how you can grow your accounting business today. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Use this FREE tool to get a quick estimation of your business value and an overview of the things that would increase that valuation. Go HERE: www.greaterheightscoaching.com to access the Business Valuation Calculator. Also, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. Now is the time to also become for your clients a certified Profit & Growth Expert, PGE. Add to your accounting services the CFO & Advisory skills you need to help your clients plan for their exits. 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 pr

Join us this Wednesday for a new episode where Roger discusses business exits with Len Bruskiewitz.

Join us as we revisit this conversation from 2020! Speak peer to peer with your potential clients to get paid what you are worth with a confidence. Listen as Vanessa and Roger discuss the specific things, we each can do to effectively build the company with clients that are paying us more. Why, because we offer quality accounting services and know how to properly determine its real value. Vanessa and Roger have a fun conversation that you'll enjoy but also leave with some good notes so come prepared to listen with paper and pen handy. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Vanessa Ugatti Vanessa Ugatti, author of Amazon Best-seller, 'True Worth: How to Charge What You're Worth and Get It' helps people go from utterly clueless and powerless to expert and confident when charging their clients, although always ethically, by sharing her TRUE WORTH blueprint which cures this familiar problem. Described as: "A miracle worker" "magic" and "simply the best", Vanessa loves to empower transformation in those who provide an excellent service yet undervalue themselves. At the core of her work is increasing self-worth which she says is at the heart of everything we do and drives behaviour. 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 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 accountants library to provide the value clients look for today: "in the BLACK, nine principles to make your business profitable" – e-book Complimentary download from Vanessa of her Amazon Best Seller, True 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, business strategist Wendy Barland sits down with Roger Knecht and shares her journey from South Africa to building and selling a seven-figure accounting firm, offering insights on acquisitions, remote teams, and the importance of defining accounting services. Discover how to cultivate a thriving accounting business and create a fulfilling career. In This Episode: Wendy shares her journey from South Africa to building a successful accounting practice, discussing key strategies for firm acquisitions, remote team management, and service definition. She details her experience buying and integrating two firms, building a remote workforce, and ultimately selling her practice. Key Takeaways: Acquire strategically: Evaluate firms carefully and understand the value beyond just revenue. 💰 Embrace remote work: Build a responsible and respectful remote team by setting clear expectations and focusing on results. 🌍 Define services clearly: Differentiate between bookkeeping, accounting, and CFO services to manage client expectations effectively. 📊 Prioritize company culture: Create a positive work environment to attract and retain top talent. 🌟 Plan your exit: Prepare for the emotional and practical aspects of selling your business with a clear post-sale plan. 🗓️ Thank you for joining us for another episode of Building the Premier Accounting Firm. For more information on how you can follow in Wendy's footsteps and start your own thriving accounting business, visit us at universalaccounting.com or call 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: Reach out the Wendy, she's happy to connect - Visit: www.wendybarlin.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 & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work

Join us this Friday for a new episode where Roger discusses people, processes, and profit with Wendy Barlin.

Join Roger Knecht and Microsoft MVP Jeff Lenning in this dynamic episode of Building the Premier Accounting Firm, where they delve into Excel mastery for accounting professionals. 🚀 Learn how to transform your workflow with advanced Excel features like Power Query and Pivot Tables, while exploring the revolutionary impact of AI on spreadsheet efficiency. This must-listen episode provides concrete strategies for accountants to reduce manual work and boost productivity through Excel automation. 📊 In This Episode: The episode explores essential Excel features for accountants, including Power Query for data automation, Pivot Tables for analysis, and AI integration for enhanced productivity. Jeff shares insights on implementing error-checking systems and transforming manual processes into automated solutions. The discussion covers the importance of Excel education for career development and practical tips for immediate workflow improvement. Key Takeaways: Master data automation through Power Query, Power Pivot, and Pivot Tables for streamlined workflows. ⚙️ Enhance Excel proficiency using AI tools like ChatGPT and Microsoft Copilot for formula comprehension. 🤖 Implement dedicated error-checking systems to ensure report accuracy and reliability. ✅ Transform manual processes into formula-driven solutions for enhanced workflow automation. 💡 Invest in Excel education for emerging professionals to strengthen their career prospects. 🧑‍🎓 Episode Wrap-Up Thanks for joining us for this enlightening conversation with Jeff Lenning on Excel mastery in accounting. Remember to implement these powerful automation techniques in your practice, and don't forget to check out Excel University for more advanced tips. For a deeper dive into building a thriving accounting practice, visit universalaccounting.com or call 435-344-2060. Until next time, keep innovating and automating! 🚀 Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Sign up for the FREE Excel weekly tips newsletter and take a free Excel class: https://www.excel-university.com/tips 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 relev

Join us this Wednesday for a new episode where Roger discusses the power of excel with Jeff Lenning

Join us as we revisit this conversation from 2020! As we work with our accounting clients, we need to consider their experience with us. It begins with the on boarding as a new client but then continues month after month as we help them find value in the information we provide. Listen as Chris and Roger discuss that experience and how accountants can improve it for the client using technology. Consider the example Chris shares as he references what we are all familiar with when it comes to the banking industry. It's time to consider ways to update your client interaction and retention. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Chris Farrell Chris Farrell is the CEO of Liscio, a software company that develops Client Experience software for accountants. Prior to Liscio, Chris served as the CFO of a NASDAQ-listed company and as an auditor for Arthur Andersen. He earned his MBA at UCLA his CPA license in California. Chris lives with his wife and son in San Francisco, California. 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 : "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Click HERE to learn more of Liscio and how it can help you leverage technology within your business In a spirit of sharing, Chris invites you to reach out and speak with him directly. Each week he speaks with various owners of accounting businesses. As such he'd be happy to listen and offer advice to help you in your business: [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

Welcome to another insightful episode of Building the Premier Accounting Firm, where Roger Knecht, president of Universal Accounting Center, guides you on your journey to building a successful accounting business. In this episode, we have the privilege of welcoming Vamsi Polimetla, a seasoned leadership development coach with an impressive track record at pioneering companies like SpaceX, Amazon and Apple. Vamsi shares his expertise on unleashing the untapped potential within individuals, drawing on Eastern philosophies to help clients achieve their goals more efficiently. Episode Highlights: Vamsi's Journey: Vamsi recounts his transformative journey from India to a 23-year career in IT before transitioning to leadership coaching. He shares personal growth experiences, including moving to the U.S. and overcoming self-doubt, which have shaped his coaching philosophy. Philosophy and Approach: Discussion on leveraging Eastern philosophies to help individuals step out of their comfort zones and create long-term life visions. Insights into maintaining focus on meaningful tasks for personal and professional success. Marketing and Sales for Accounting Professionals: A deep dive into the importance of using CRMs and email marketing for client acquisition in the accounting industry. Practical tips for accountants on developing effective marketing and sales strategies. Personal Development and Fulfillment: Vamsi shares transformative experiences, such as attending a Tony Robbins event, that inspired his shift from pursuing executive roles to finding fulfillment in serving others. Emphasizes the significance of proactive personal development and surrounding oneself with positive influences. Concepts and Frameworks: Introduction to Dan Sullivan's concepts of "free days" and the importance of taking action before feeling completely ready. Life as a journey requires a destination, flexible paths, patience, and resilience. Presentation of the "four four four four" framework for personal and professional development, promoting clarity and momentum. Conclusion: Join us as we delve into these valuable insights with Vamsi, and learn how to apply them for positive change and personal fulfillment in your professional journey. Whether you're in the accounting field or looking to unlock your potential, this episode offers actionable advice and inspiration. Don't miss out on the opportunity to transform your approach to life and work. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Connect with Vamsi: https://www.linkedin.com/in/vamsipolimetla/ 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

Join us this Friday for a new episode where Roger discusses doing the impossible with Vamsi Polimetia.

In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Jeremy Estey, a seasoned marketing expert specializing in accounting firms. Jeremy shares his expertise on transforming bookkeeping and tax services into profitable ventures through strategic marketing, with a particular emphasis on the power of search engine optimization (SEO). Main Themes: Jeremy Estey's Journey: Transition from the golf media industry to founding Amber Sky Marketing. Specialization in accounting firms, focusing on cash flow services and business adaptation. Enhancing Bookkeeping and Tax Services: Shifting focus from low-profit tax returns to lucrative recurring clients. Using SEO to optimize web pages for better search engine rankings. Content Marketing and Trust Building: Importance of creating relevant and engaging content to build trust and establish credibility. Positioning businesses as industry experts to attract potential clients. Value-Added Services in Accounting: Emphasis on offering tax strategies and advisory roles, especially in cash management. Educating clients through content marketing and maintaining a robust online presence. Integrated Online Marketing Strategy: Differentiating SEO from SEM and the significance of each. Using Google Ads for ready-to-purchase users and Facebook Ads for brand awareness. Advocating for an omnichannel approach including social media and email marketing. Client Conversion Process: Three-stage process: awareness, relationship building, and conversion. Utilizing CRM data for nurturing client relationships and future marketing efforts. Strategic Business Development: Importance of a business plan, effective pricing, and targeted marketing. Benefits of niching to streamline efforts and offer tailored services. Personal Interests: Jeremy briefly shares his passion for golf, touching upon notable courses and his personal experiences in the sport. Join us as we explore the evolving landscape of accounting firms and discover how strategic marketing can propel your business towards success. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Reach out to Jeremy to learn each of the four components that make up that strategy. https://amberskymarketing.com You can also reach out to him directly via LinkedIn: https://www.linkedin.com/in/jeremy-r-estey/ Or by email: [email protected] 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

Join us this Wednesday for a new episode where Roger discusses SEO and SEM with Jeremy Estey

Join us as we revisit this conversation from 2020! As we consider our role as accounting professionals and the relationships we have with our clients we need to consider which of our services meet two criteria: High Impact High Pricing / Margin Listen as Charlie and Roger discuss this and 3 important factors when marketing your services: Awareness Authority Conversational Be prepared to take some good notes and see what you can do to work ON your business to have the premier accounting firm in your area. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Charlie Price Charlie Price is a CPA and business consultant that works with accountants to implement high impact, high profit offers, and create simple marketing, pre-sales, and sales systems. Prior to becoming a consultant Charlie spent over 15 years in the accounting industry, including 10 in public accounting. He is the owner of the Marketing Success for Accountants and Bookkeepers Facebook community with over 1800 members 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 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 accountants library to provide the value clients look for today: "in the BLACK, nine principles to make your business profitable" – e-book From Charlie: Daily Action Guide: https://docs.google.com/document/d/1ygABGp_7KypxtM7pNMnxyYjuipa6_m7sX3EDegKaA8g/edit?usp=sharing Join the FB Accounting Group: facebook.com/groups/marketingaccountants Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another enlightening episode of Building the Accounting Firm, where we delve into the essential strategies for elevating your accounting business. In this episode, Roger Knecht is joined by guest CPA Katie Thomas, who brings a wealth of knowledge at the intersection of accounting and marketing. In this episode, we explore the vital role that marketing plays in attracting and retaining clients within accounting practices. Katie shares her journey from working in a family business to becoming a leader in the accounting and marketing field. She offers valuable insights into how firms can integrate marketing effectively to ensure their success. Tune in as we discuss key strategies for marketing integration, content creation, overcoming barriers, and client engagement, all tailored to help accounting professionals elevate their practices. Key Highlights: Katie Thomas's Journey: Transition from a family business to a career in accounting and marketing. Emphasizes marketing as essential, not optional, for firm success. Marketing Integration: Importance of choosing the right social media platforms (e.g., LinkedIn for accountants). Regular, authentic engagement over spammy interactions. Content Creation and Personal Branding: Personal storytelling and unique perspectives in marketing content. AI tools can aid but should not replace genuine voices. A strong unique selling proposition is crucial, with personal input in marketing materials. Insights from "In the Black": Enhancing client communication and balancing branding with short-term tactics. Innovative approaches like compelling offers and transformational storytelling. Overcoming Marketing Barriers: Addressing insecurities about self-promotion. Encouragement to collaborate with professionals and invest financially in marketing efforts. Client Nurturing and Engagement: Importance of structured nurturing processes (e.g., systematic check-ins, newsletters). Prompt engagement and consistent follow-ups to educate clients and position as experts. Collaborations and Growth Strategies: Collaboration between accounting service business owners. Job placement assistance program introduction. Recommendations like the "four c process" for growth. This episode is a must-listen for accounting professionals looking to enhance their marketing strategies and build stronger client relationships for sustained growth. Call 435-344-2060 to connect with Universal Accounting's team to improve your marketing at your accounting firm. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: You need Katie's free foolproof guide on how to find and connect with your ideal clients online so you can increase your impact, influence, and income, go to: https://leaders-online.com/4cprocess/. 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 auto

Join us this Friday for a new episode where Roger discusses social media and AI with Katie Thomas.

Welcome to another insightful episode of Building the Premier Accounting Firm with your host Roger Knecht. In this episode, Roger dives into how to grow an accounting business with Chad Jenkins, founder of SeedSpark. This episode centers around entrepreneurial growth in bookkeeping, accounting, and tax businesses. It emphasizes the transition from traditional methods to innovative approaches that foster collaboration and business expansion. Key Highlights: Entrepreneurial Journey: Chad shares his path, focusing on leveraging growth opportunities and shifting from a solopreneur mindset to business expansion. Innovative Approaches: Contrasts traditional accounting with modern strategies encouraging collaboration among professionals. Advocates for understanding client relationships to deliver exceptional value and encourage additional services. Collaboration and Differentiation: Emphasizes the importance of partnerships between accounting firms and other service providers to enhance offerings. Suggests creating "power teams" for referral relationships and unique service names for differentiation without forming new business entities. Comprehensive Services: Highlights the need to provide complete solutions to prevent clients from seeking alternatives. Technology and Growth: Discusses the role of technology, especially blockchain, in protecting intellectual property. Introduces the "curiosity catalyst" concept for continuous value creation. Ambitious Growth: "Just Add a Zero" encourages setting expanded financial goals, inspired by visionaries like Jeff Bezos. Literature for Insight: "Fiction Fuel": Redefines friction as a growth catalyst and promotes early market change recognition. "Red to Black": Guides accounting professionals in enhancing profitability. Visionary Mindset: Encourages businesses to act as "heroes" for stakeholders by addressing friction points. Advocates for long-term growth through proactive customer engagement and resourceful collaboration. This episode offers valuable strategies for accounting professionals aiming to grow their businesses by embracing innovation and collaboration. To take the next step toward starting or growing your accounting business, call Universal Accounting's team of experts 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: Just Add Zero https://seedspark.com/freebook/ 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: Pr

Join us this Wednesday for a new episode where Roger discusses the art of collaboration with Chad Jenkins

Join us as we revisit this conversation from 2020! Listen to this real and honest discussion that Brandon and Roger have regarding starting a business. It takes time and a commitment that in time pays off. Passion for the work makes the difference. From culture to processes and expectations. What are the true key performance metrics for the office and individuals within the organization? He shares his, can you relate and do you want to also use them? You have your goals; Brandon has his and although they have changed over time the clarity, he has is clear. As you hear what he has to say consider your purpose and goals for the business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Brandon Hall, CPA Brandon is a Certified Public Accountant, national speaker, and is the Founder/CEO of The Real Estate CPA. Brandon works with real estate investors, syndicates, and private equity funds to optimize tax positions and streamline accounting and business functions. He believes that real estate investing is critical to building sustainable and generational wealth. Brandon worked at PricewaterhouseCoopers and Ernst & Young prior to launching his own CPA firm, Hall CPA PLLC (The Real Estate CPA). Through the knowledge gain by working with real estate investors, Brandon invests in multi-family properties personally and through his capital group, Naked Capital. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Hall CPA PLLC ("The Real Estate CPA") is a leader in tax and accounting advisory services in the real estate industry. The insights and quality services we deliver help our clients grow and efficiently operate real estate holdings. As a 100% remote CPA firm, we are able to source the best talent across the nation, work with clients across the globe, and continue to service clients regardless of world events. Offers: The Staying Power Collective (new community for special service firms) Mini Mastermind Groups - stayingpowercollective.com Join our new community for firm owners looking to build remote accounting firms: https://forms.gle/uugf7MwtwPoz5Mn89 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 Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another insightful episode of the Building the Premier Accounting Firm podcast. Join host Roger Knecht as he chats with Karen Reyburn about her journey from a qualified accountant to founding a creative agency dedicated to revolutionizing how accountants market their services. Karen shares her insights on overcoming the unique challenges accountants face when marketing their services, including the challenges of embracing more creative strategies, given the structured nature of their profession. Main Themes: Transition to Creativity: Karen discusses her shift from accounting to creative marketing, aiming to help accountants effectively promote their services. Defining USPs: The episode highlights the importance of identifying unique selling points and understanding target audiences to foster genuine connections with potential clients. Marketing & Whiskey Production Analogy: Marketing is likened to whiskey production, both requiring patience and strategic planning for sustained success. Consistent Branding Efforts: Karen emphasizes the need for continuous marketing efforts to build a recognizable and trustworthy brand. Understanding Client Needs: Effective engagement stems from a deep understanding of client requirements. Managing Expectations: The discussion covers the necessity of transparency and balancing tried-and-true methods with innovative strategies. Nurturing Leads: Tips on using online funnels and email campaigns to cultivate potential clients. Mental and Emotional Challenges: Acknowledging the mental and emotional hurdles accountants face, impacting their marketing effectiveness, and encouraging support during tough times. Balancing Long-Term and Quick Solutions: The whiskey and gin analogy illustrates the need for both long-term strategies and quick solutions in marketing efforts. Resources & Engagement: Courses & Books: Explore a marketing strategies course and recommended readings like "The Account Marketer" and "Your Strategic Accountant." Further Learning Opportunities: Listeners are invited to delve into a podcast focused on building an accounting firm and to attend the GrowCon conference for networking and expert insights. Tune in for a captivating discussion on merging the worlds of accounting and creative marketing, filled with practical advice to help you build the premier accounting firm in your area. Thank you for joining us for this episode of Building the Premier Accounting Firm. For more information on how you can elevate your firm's marketing, connect with Universal Accounting Center's team at 435-344-2060, or schedule a time to discuss your future here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Karen is kind enough to offer us the DIY Accountant Marketer video course which is now available and there is an introductory offer to have access to the recordings, workbook, and all other resources. https://wearepf.com/diy-accountant-marketer-course/ & receive a copy of her book as well. OR, just get a copy of her book, The Accountant Marketer: https://karenlreyburn.com/the-accountant-marketer/ 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 de

Join us this Friday for a new episode where Roger discusses creative marketing with Karen Reyburn.

Join us in this insightful episode as we sit down with Gina Cotner, CEO of Athena Executive Services. Gina shares her inspiring journey from the corporate world to becoming a successful entrepreneur in the virtual assistance industry. This episode is a treasure trove for anyone interested in achieving a balanced work-life dynamic and understanding the transformative role of executive assistants. Main Themes: Transition to Entrepreneurship: Gina's motivations for leaving corporate America. The quest for flexible work arrangements and passive income. Role of Executive Assistants (EAs): How EAs enhance productivity by managing administrative tasks. The benefits of delegating both professional and personal responsibilities. Remote Work Dynamics: Addressing productivity concerns for managers post-COVID-19. Choosing between remote and in-office EAs. Effective Delegation and Training: Importance of clear communication and workflows. Personal stories highlighting the shift from routine inefficiencies to process documentation. Financial Management Insights: Moving from a "save the day" mentality to fostering team accountability. Using the wisdom pyramid for decision-making in marketing, accounting, and production. Building Strong EA Relationships: The importance of effective communication and partnership. Metaphor of pickleball for adaptability and dialogue. Business Growth and Learning: Establishing clear procedures in businesses. Key success factors for bookkeeping, accounting, and tax businesses. Promotion of GrowCon as a valuable conference for networking and learning. Tune in to explore how strategic delegation and strong partnerships with executive assistants can revolutionize your business and personal life. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take advantage of this opportunity from Gina to learn more about working with a virtual assistant: https://athenaexecutiveservices.com/explore-hiring-a-va/ 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

Join us this Wednesday for a new episode where Roger discusses how to be a great partner with your executive assistant with Gina Cotner

Join us as we revisit this conversation from 2020! As you work to start and build your successful accounting business there is a turnkey process you can follow. Listen as Roger and Tyler discuss the ways you can systematize, you're your processes to insure your success and happiness. Tyler has a passion to share the tips and tricks to market and effectively sell your accounting services. It doesn't just happen, so you need to be deliberate in the process because "nothing happens until you make a sale". Enjoy this conversation and be ready to take some good notes. Your Host: Roger Knecht, president of Universal Accounting Center Your Guest: Tyler S. Clark Tyler S. Clark is the founder of Dream Firms. Prior to launching Dream Firms, Tyler built and successfully sold his own accounting firm adding six figures of new growth to it two years in a row from a complete startup. He is well versed in a variety of sales and marketing strategies both online and offline for accounting firms and has worked with accountants all over the United States for over a decade. Company Biography: https://www.dreamfirms.com/freetraining Dream Firms is the digital marketing & sales coaching solution for entrepreneurial accountants. They have one mission: Helping entrepreneurial accountants to achieve financial freedom in 10 years or less through the systematic growth of their accounting firms by attracting and winning the business of their dream clients. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: See what you can do to work on your business when you apply the 9 principles to make your business profitable with "in the BLACK": https://www.universalaccounting.net/freedom-itb-e-book Invitation to check out free training on the 5 shifts our clients made to systematically add six figures of new growth to their accounting firms with high-quality clients. https://www.dreamfirms.com/freetraining Understand the various Pricing Strategies you can use as an accounting professional to get paid what you are worth. https://www.universalaccounting.net/billing-sign-up Enroll in this free course, the Turnkey Business Plan for accounting professionals to see what you can do to work on your business, find success, and get paid what you are worth: https://www.universalaccounting.net/turnkey-process-video-courserl5fka9m 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

On this week's episode of Building the Premier Accounting Firm, Roger Knecht delves into the entrepreneurial journey of Sharon Francisco, who transitioned from a corporate role to founding a thriving bookkeeping business with her sister-in-law. Discover how Sharon's experiences and insights have shaped her path and led to the creation of the "entrepreneurial bookkeeper" program, designed to empower others to achieve similar success. Main Themes: Entrepreneurial Transition: Sharon shares her story of leaving the corporate ladder to start a bookkeeping business of her own, highlighting the value of shared experiences during significant life changes. Overcoming Challenges: From becoming a single mother to tackling imposter syndrome, Sharon emphasizes the importance of open discussions about common issues faced by women in business. Professional Empowerment: The episode stresses breaking free from perceptions of subservience in professional roles and the significance of establishing clear client relationships and an abundance mindset. Strategic Business Development: Learn Sharon's insights on how dating strategies can inform business development, focusing on targeted efforts and strategic alliances for success. Marketing & Client Relationships: Intentional marketing and investing in quality client relationships are key themes, along with promoting profitability through resources like the book "Red to Black." Skills for Growth: Leadership, marketing, and sales skills are highlighted as crucial for growth in the accounting field. Work-Life Balance: Sharon addresses the importance of maintaining a healthy work-life balance, particularly for Australian bookkeepers, to prevent burnout. Resilience & Empowerment: Sharon's story is a testament to resilience and self-empowerment, offering valuable lessons and resources such as the ebook "Your Strategic Accountant" and participation in networking events like GrowCon. Conclusion: Tune in to be inspired by Sharon Francisco's journey of resilience and empowerment, and learn practical strategies for achieving success in the bookkeeping and accounting industry. To follow in Sharon's footsteps and start a firm of your own, call 435-344-2060 to meet with Universal Accounting's team of expert business coaches. 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 and connect with Sharon here: https://sharonfrancisco.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 Ce