Building the Premier Accounting Firm

Welcome to this episode of "Building the Premier Accounting Firm," where we explore the dynamic landscape of strategic growth and private equity in accounting firms. In this episode, host Roger Knecht is joined by industry expert Gary Shamis, who shares his incredible journey from an aspiring doctor to a leading accountant. Roger and Gary delve into strategic growth strategies, highlighting the importance of developing advisory services and targeting niche markets. Learn how technological advancements have facilitated geographic expansion and hear about the impressive evolution of a $4 million book into a $100 million firm in just 14 years. Gary provides insights into the challenges and opportunities presented by mergers, including his experience with BDO and the founding of a new consulting firm due to cultural mismatches. He also addresses the influence of private equity on accounting firms, discussing trends, financial implications, and the impact on firm culture and management dynamics. Key Topics Covered: Gary Shamis' Career Journey: Transition from aspiring doctor to successful accountant. Expansion of his father's accounting firm and eventual merger with BDO in 2014. Establishment of the largest restaurant practice among CPA firms in the U.S. Strategic Growth Strategies: Importance of developing advisory services and specializing in niche markets. Geographic expansion facilitated by technological advancements. The evolution of a $4 million book into a $100 million firm in 14 years. Challenges and Opportunities in Mergers: Experience of merging with BDO and founding a new consulting firm due to cultural mismatch. Insights on succession planning challenges, particularly millennials' reluctance towards ownership. Private Equity Influence: Trends in private equity acquisitions targeting bookkeeping and CPA firms. Financial rewards and risks associated with selling to private equity, especially for senior partners. Impact of private equity on firm culture and management dynamics post-sale. Advisory Services and Misconceptions: Advocacy for a broader approach to advisory services. Addressing common misconceptions in the industry. Entrepreneurial Challenges Post-Sale: Emotional and operational challenges following the sale of a firm. The importance of strengthening operations regardless of selling intentions. Industry Trends and Recommendations: Private equity firms offering equity to younger employees for talent retention. Importance of maintaining strong client relationships amidst market changes. Encouragement for thorough due diligence before engaging with private equity. Join host Roger Knecht and guest Gary Shamis as they delve into the intricacies of growing an accounting firm, navigating mergers, and understanding the evolving role of private equity in the industry. 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

Join us this Wednesday for a new episode where Roger discusses navigating growth, mergers, and private equity with Gary Shamis

Join us as we revisit this conversation from 2020! When running a successful accounting business, it's important to recognize there are two key roles, that of an accountant and an entrepreneur. As an accountrepreneur it is important to find the time to work ON the business. Donna and Roger discuss the three things every accounting business owner needs to consider when building the company. This is a great addition to the topic of building the premier accounting firm. Consider each as you work on your business and see which is your next biggest challenge or opportunity. Get ready to take some notes and enjoy. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Donna Leyens, MBA, CPC Donna knew from a young age that when she grew up, she wanted to do something that would allow her to reach her full potential and create her own destiny. Which is why it was inevitable that she would become an entrepreneur. Before starting her first business, she was a Wall Street executive. In 2009 she completed coach certification training and melded her business and coaching skills to follow her true passion – giving entrepreneurs the tools to create their dream business and their dream life. Donna is currently the President and co-founder of Pumpkin Plan Your Biz. She is on a mission to save small businesses from extinction, by providing business tools, strategy, training and support to business professionals who want to make a big impact by becoming small business growth strategists. This mighty team of strategists uses The Pumpkin Plan Action Guide, a business growth program she developed based on the methods in the book The Pumpkin Plan, written by her Co-founder Mike Michalowicz. Pumpkin Plan Strategists help small businesses to not just stay afloat, but to scale and grow in both profitability and size, while allowing the owner to take back control of their time and enjoy life as well. At the end of the day Donna believes entrepreneurs make or break the economy. Her goal is to make sure they grow, thrive, and have the opportunity to create their own destiny. 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 "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Experience accounting as you never have, both fun and interactive. See what you can do to also introduce this to your clients to improve client relations and retention. Enroll in Color Accounting When running a business, it's important to have a clear understanding of your purpose, why are you in business? Read Famous or Rich and see how you can relate to others as they've worked and grown their businesses. We have a free Pumpkin Plan Booster Pack which will help you determine your Sweet Spot and Unique Offering. You can get it by going to www.PumpkinPlanYourBiz.com. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801-265-3777

In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Sarah Cordiner to delve into the art of transforming intellectual property into lucrative online courses, particularly for accounting professionals. She emphasizes the role of edu-marketing in enhancing market positioning and business opportunities through effective education. Key Highlights: Passion for Education: Sarah shares her personal journey and passion for education, underscoring the importance of engaging learners to effectively market services, especially in the accounting field. Edu-Marketing Concept: Roger and Sarah discuss the innovative idea of edu-marketing, which involves sharing knowledge to generate leads and income. Sarah uses relatable analogies, such as chefs sharing recipes, to demonstrate how knowledge sharing can lead to business success. Building Trust and Attracting Clients: Sharing valuable information is likened to offering samples in a deli, where transparency fosters trust. This approach, like sharing financial tips, strengthens client relationships and attracts customers. Creating Monetizable Courses: Sarah highlights the significance of organizing knowledge into monetizable courses or curriculums that align with business models. Marketing strategies are crucial for promoting these courses effectively. Utilizing Tools and Trends: Tools like Google Trends are recommended to identify market demand, guiding the creation of tailored content. The progression from free resources to comprehensive materials and the rise of micro-learning post-COVID are highlighted. Membership Models and Community Building: Membership models provide ongoing access to expertise and create a sense of community among clients, with emphasis on adapting educational content into bite-sized segments for better engagement. Encouragement for Business Owners: Business owners, particularly in accounting, are encouraged to overcome self-doubt and create educational resources. Success in this area requires patience and an understanding of business models across industries. Brand Recognition and Long-Term Strategies: Establishing brand recognition now demands more interactions, with a focus on long-term strategies and relationship-building. Embracing Video Content and New Technologies: The potential for experts to create engaging video content and educational products is explored, alongside the challenges of adapting to new technologies and strategies. This episode is a must-listen for business owners looking to leverage their expertise through educational marketing and online courses, providing practical insights and strategies to enhance their market presence. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: This is what you need to have your Personalized Action Plan for your business: https://offer.sarahcordiner.com/linktree 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 s

Join us this Wednesday for a new episode where Roger discusses turning knowledge into profits with Sarah Cordiner

Join us as we revisit this conversation from 2020! As a true entrepreneur Lisa found her passion in business drew her to the numbers, the language of business, and then beyond. Today she is an accomplished bookkeeper offering quality accounting services as well as consulting her clients in all things business, especially profit. Listen as Roger and Lisa discuss her journey to join the mission to eradicate entrepreneurial poverty and get paid for it. Understand what she is doing to champion putting Profit First, especially with businesses in Canada. See what you can also do to add this service to your accounting business and get paid what you are worth. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Lisa Campbell A Certified Professional Bookkeeper turned Profit Strategist (CPFP Master) after turning her practice into a business that allows her the ability to serve her high-end client's needs as a strategist rather than a bookkeeper. A guest speaker on countless podcasts, webinars and live training events, Lisa is the CEO of Profit First Professionals Canada, The Marcam Group, and Accelerate 2 Advisor. She is also the Head of Mentoring North America for The Successful Bookkeeper. Lisa is guiding entrepreneurs & bookkeepers to skyrocket their confidence, cash flow and freedom with money, mindset & positioning tools that help her clients prosper exponentially. 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 Profit First by Mike Michalowicz The Accelerator Method Masterclass series https://www.accelerate2advisor.com/HOME 9-day free course for bookkeepers Creating effective systems within the business Announcement of the new Canadian Profit First Professional applicants: https://www.profitfirstprofessionals.ca/ Specific to the Canadian market – currently taking applications Become a certified Profit First Professional 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 insightful episode of "Building the Premier Accounting Firm," Universal Accounting Center president Roger Knecht sits down with Dr. Patience Jackson Rose, CEO of Red Worldwide, Inc., to explore the intersection of accounting, education, and empowerment. Dr. Rose discusses her journey from working at Six Flags to becoming an advisory-focused accountant, emphasizing how empathy and comprehensive services can boost client success. The conversation highlights the importance of education, especially for people of color, through initiatives like her nonprofit, RED Worldwide, which enhances financial literacy. Dr. Rose also shares her strategic methods for forming business alliances and discusses the resilience needed in business, using her partnership with her husband as an example. Listeners will learn about finance pillars and Dr. Rose's efforts in fostering innovation within her family. The episode concludes by addressing mental health challenges and promoting networking opportunities and educational programs through Universal Accounting. Key Highlights: Dr. Rose's Journey: From her early days at Six Flags to becoming an advisory-focused accountant with an MBA, Dr. Rose's career path underscores the importance of empathy and comprehensive services in enhancing client business performance. Empowerment through Education: Dr. Rose is passionate about closing financial education gaps, particularly for people of color. Her nonprofit, RED Worldwide, provides free resources to foster financial literacy and strong client relationships. Strategic Alliances: Collaborations, such as with the Texas Manufacturing Assistance Center, are pivotal in enhancing client services. Dr. Rose stresses the need for transparency and legal counsel in business agreements to avoid exploitation. Resilience in Business: Merging businesses with her husband has not only resulted in financial benefits but also a shared vision of building a legacy for their children, emphasizing mutual support and success. The Three Pillars of Finance: In her book, Dr. Rose outlines money, wealth, and legacy as essential elements of financial literacy and legacy planning to safeguard family wealth. Entrepreneurial Spirit: Encouraging entrepreneurship, Dr. Rose highlights that three of her five daughters have ventured into their own businesses, reflecting a family culture of innovation and ambition. Mental Health and Openness: Personal struggles with mental health are openly discussed, advocating for supportive environments where challenges are reframed as opportunities for growth. Community and Continuous Learning: Faith, community support, and a commitment to lifelong learning and giving back are central to Dr. Rose's entrepreneurial journey. Networking and Professional Development: The episode concludes with a promotion of networking opportunities, educational programs, and an annual conference for accounting professionals through Universal Accounting. Join Roger and Dr. Rose for an episode filled with insights on building a successful, service-oriented accounting practice that empowers both clients and professionals alike. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Powerstations 3.0 https://patiencejacksonrose.mykajabi.com/store#!/Powersations-tm-3-0-Paperback/p/572351440/category=0 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

Join us this Wednesday for a new episode where Roger discusses having a service-first accounting firm with Patience Rose.

Join us as we revisit this conversation from 2020! As accounting professionals, we prefer proven turnkey process and systems so when it comes to marketing and sales, we strive to find a method we can rely on to grow the business with new clients confidently. Listen as James and Roger share their thoughts and the journey each has take to find the process that works best to bring on new clients. James is fun and great to listen to so sit down and have a note pad handy to capture your thoughts to apply this in your business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: James Molfetas James is a chartered accountant who left the accounting profession in 2011 to concentrate on Internet marketing, which is the process of selling goods and services online. In his 30-year financial career, he was a financial director in both private and listed companies as well as a partner in a small 3-partner audit practice. James in an international number one best-selling author of marketing books helping accountants to get more clients and sell more products and services by leveraging the internet. He has an international number one bestseller called "Accounting Clients on Tap" and just recently "Regular Clients from LinkedIn" also became a bestseller. James has been an entrepreneur all his life. He started selling oranges he picked from a tree in his back garden to passers-by when he was 8 years old. He went on to establish a number of flea markets and craft markets where he helped thousands of traders make a living. He also established his own brand of 10-DVD rental stores which he sold before the industry collapsed. Today he coaches accountants how to get a minimum of 2 new clients every month by using his proprietary "Regular Accounting Client Blueprint". He does regular webinars teaching his methods in South Africa, the UK, Canada and the United States. James is the CEO and Founder of the training and sales funnel implementation company, Regular Clients. He used to be a provincial chess player in his youth and loves performing magic tricks for and with his two kids. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Regular Clients Accountants, Auditors, Bookkeepers, Tax Practitioners and Financial Advisors... Get a Minimum of 2 New Clients Every Month. Forever! Offers: Become a Profit & Growth Expert, see what you can do to address the most common challenge business owners face which is cash flow management with confidence offering quality advisory services to help you get paid what you are worth. Learn how to complement your quality accounting services as a business coach, apply proven marketing and sales strategies to get paid what you are worth. https://universalaccountingschool.com/profit-and-growth-expert-pge/ 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 "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Take advantage of James' offer and get your copy of his new book (https://www.regularclients.com/LinkedIn-Book-Review-download) to market your service using LINKEDIN and learn more here: https://www.regularclients.com/LinkedIn-Book-Review Remember this, if it's about accounting, its Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to a special edition of "Building the Premier Accounting Firm." Today, we are taking a unique turn by delving into the life and legacy of our host, Roger Knecht, in his role as the president of Universal Accounting Center. This episode offers a glimpse into Roger's journey, exploring how his vision and leadership have shaped not only his career but also the broader field of accounting education. In this insightful conversation, we aim to uncover the profound impact that accounting professionals have on business success. We invite you to join Roger as he highlights the importance of sharing insights and engaging in meaningful discussions that drive the accounting industry forward. Key Highlights: Personal Journey and Insights: Roger reflects on his personal and professional journey, highlighting the crucial role that passion, vision, and commitment play in achieving business success. Balancing Life and Work: Roger introduces the "wheels of life and business" concept, emphasizing the importance of balancing personal and professional responsibilities. Tips on prioritization, hard work, and personal rejuvenation to manage this balance effectively. Roger advocates for a debt-free philosophy to ensure financial peace of mind. Self-Assessment for Effective Management: Roger encourages business owners and accounting pros to partake in self-assessment in areas such as personal interests, health, and relationships to better handle professional duties. Professional Growth and Transition: Reflections on a 25-year career at Universal Accounting, including a strategic shift from traditional classroom settings to online education. Utilization of telemarketing and recorded courses to enhance flexibility and support for students, resulting in increased enrollments and expanded course offerings. Leadership and Innovation: Roger recounts his unexpected rise to presidency due to innovative strategies, leading to significant company growth and recognition. Emphasis on goal-driven management, clear communication of financial information, and celebrating achievements while keeping an eye on future tasks. Embracing Leadership Challenges: Initial feelings of uncertainty and imposter syndrome. Importance of mentors like Alan in guiding through the early stages. Adapting leadership styles to focus on accountability and discipline. Building Confidence and Authenticity: Managing an accounting school without formal credentials. The significance of professional growth through attending conferences. Adopting a "fake it till you make it" approach to bolster confidence. Transforming Business Models: From negative to positive cash flow through effective business models. Co-authoring "In the Black" and "Red to Black" to apply principles for business improvement. Creating a Culture of Accountability: Introduction of the STAR program: Standards, Trust, Acknowledgment, and Recognition. Strategies to enhance team performance and accountability. Expanding Service Delivery in Accounting: Addressing gaps by offering CFO advisory services. Helping clients articulate business purposes and understand financial metrics. In conclusion, Roger Knecht's journey as the president of Universal Accounting Center exemplifies the transformative power of vision and leadership in the accounting field. His dedication to education and innovation has not only shaped his own career but has also influenced countless professionals and students. By exploring the critical roles that accounting professionals play in driving business success, Roger emphasizes the importance of balance between personal and professional life, providing practical strategies for achieving this equilibrium. As we conclude this special edition of "Building the Premier Accounting Firm," we encourage you to take action and deepen your understanding of these principles by collaborating with Roger Knecht and the rest of his team at Universal Accounting Center. His expertise and passion for accounting education are invaluable resources for professionals striving to enhance their impact in the industry. Whether you're looking to advance your career or implement innovative strategies in your firm, working with Roger can provide the guidance and support you need. We invite you to reach out to Roger Knecht at 435-344-2060 and take the next step toward achieving both personal and professional excellence. 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 sustain

Join us as we revisit this conversation from 2020! Of course, accounting is the language of business but does the client understand the numbers they are receiving from us as we provide the financial reports? Listen as Femke and Roger discuss the importance of language, vocabulary and terms when working with business owners. Accounting professionals are the business interpreters and have a role to help translate the financial reports and help business owners use this information to make more informed business decisions. Femke has written 3+ books with the passion to help and empower entrepreneurs thrive and become profitable. Consider for example her LSA process: Listen, Summarize, Ask Questions Enjoy this episode and be sure to take some good notes to help you build the premier accounting firm in your area. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Femke Hogema Femke Hogema owns the Profit First Professionals organization in the Netherlands. She is an author, speaker and entrepreneur. She helps entrepreneurs to build a financially healthy and profitable company and she teaches accountants to become profit advisors so they can help their clients to achieve their goals. Her books became bestsellers in the Netherlands and as of march 31st her second book: The Profitadvisor, is available all over the world 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 the e-book, "Profit First": https://www.universalaccounting.net/profit-first-free Also get your copy of "The Profit Advisor: The new role of accountants and bookkeepers" - The accounting industry is changing rapidly. Cloud software, Robotic accounting, Artificial Intelligence and other developments are increasingly doing the work accountants and bookkeepers have been doing. If you, as a financial professional, want to stay relevant, you need to deliver value that goes beyond compliancy work. You need to become a profit advisor. https://www.amazon.com/dp/B085N8BSQV?ref_=pe_3052080_276849420 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, president of Universal Accounting Center, as he delves into strategies for building successful accounting firms with insights from industry leaders each week on Building the Premier Accounting Firm. In this episode, Greg DeVore, co-founder and CEO of ScreenSteps, shares his inspiring journey from music composition to entrepreneurship, driven by personal challenges and a need for effective knowledge transfer. Key Themes: From Music to Entrepreneurship: Greg describes his transition motivated by the need for health insurance for his premature son and how his experiences with GE highlighted the importance of knowledge transfer in improving employee engagement. Challenges of Tribal Knowledge: Roger discusses inefficiencies and inconsistencies in onboarding and service delivery due to reliance on tribal knowledge and the necessity of clear standard operating procedures (SOPs) for consistent outcomes. Revolutionizing Training and Onboarding: Greg talks about developing tools to facilitate knowledge dissemination, especially in underutilized medical equipment, emphasizing SOPs to anticipate employee forgetfulness, reduce stress, and improve customer satisfaction. Empowering Through Simplified Learning: Roger suggests shifting from traditional teaching to empowering individuals with task analysis and performance indicators, proposing recipe-like formats for knowledge to enhance learning and onboarding. Introducing Universal CRM: Roger describes automating client processes to boost employee morale and productivity, and bridging knowledge gaps with ongoing training for current employees. Entrepreneurship and Flexibility: Greg reflects on the flexibility entrepreneurship offers, particularly during family challenges, emphasizing continuous learning and flexible work arrangements for parents. Efficient Knowledge Sharing: Roger discusses a book offering a replicable success approach with knowledge-based products and introduces the "knowledge operations flywheel" for efficient sharing. Profitability in Accounting: Roger encourages accountants to implement processes prioritizing profit, integrating marketing, accounting, and production, exploring profitability principles from the book "In the Black." Advanced Training Methods: Greg explores "star training" to foster accountability and efficiency, promoting ongoing professional development through resources like curated playlists and an annual conference. Resources: Universal Accounting Center's tools and resources for accounting professionals. Access to curated playlists and information on the annual conference for networking and learning opportunities. Join us in exploring how effective knowledge transfer and innovative training methods can transform accounting firms and foster continuous growth and success. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Find & Follow - In Find & Follow, Greg & Jonathan DeVore provide the key to solving the knowledge transfer problem and transforming your business. Don't spend another day wasting your and your team's time relying on tribal knowledge – get a copy now! Create a Culture of Accountability. This is a training to help understand and implement clear expectations. Easy to implement, quick to experience results. We refer to it as the S.T.A.R. Training program. 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 i

Join us this Wednesday for a new episode where Roger discusses tranferring info to employees effectively with Greg Davore.

Join us as we revisit this conversation from 2020! Starting a business is full of risk but with a "can-do" attitude you make things happen. Whether Lemons to Lemonade or obstacle to opportunity listen to Dave as he shares his story and the insights he now must start and build a successful business. Pay attention to the "Had to" moment and consider how it applies to you and your situation. From self-funding the business, dress code to pricing strategies. I am sure this is something you'll relate to as you consider your same journey to build a profitable accounting business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: David Jenyns David's entrepreneurial journey begins back in his early 20's when he sold Australia's most loved sporting ground, the Melbourne Cricket Ground. Since then, his business experience spans from franchising retail clothing stores, to founding one of Australia's most trusted digital agencies, melbourneSEOservices.com. In 2016, he successfully systemised himself out of the business, hired a CEO and stepped back from the daily operations. Through this process he became a systems devotee – founding systemHUB & SYSTEMology. Today, his mission is to free all business owners worldwide from the daily operations of running their business. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. SystemHub and Systemology www.SYSTEMology.com Systemhub is a cloud-based software platform that enables you to store your systems, processes and checklists. While Systemology is a 7 steps process for systemising your business. The SYSTEMology® process works independently of systemHUB - that is, you don't need systemHUB to deploy SYSTEMology®. systemHUB is simply a tool to support the process. Offers: Virtual Bookkeeper's Roadmap – Learn how to deliver virtual bookkeeping services – monthly bookkeeping workflows using document management as well as proven strategies to maximize your productivity. Client on-boarding workflows, best practices, checklist, flowcharts, scripts, & meeting agendas. Value Builder (Business Score) – Take 15 minutes to assess your business to identify its strengths and areas of improvement that you can work ON to increase the valuation of your company. 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 "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Request your free introduction to this new book to help you in your business: www.SYSTEMology.com/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 "Building the Premier Accounting Firm," where we dive deep into the crucial practices that firm owners need to shape a thriving accounting practice. This week, our focus is on the pivotal roles of leadership and workplace culture, essential components for any firm aspiring to excellence. Join your host, Roger Knecht, as he engages in a compelling conversation with our guest, Jessper Maquindang. Jessper is a renowned expert in leadership strategies and organizational development, particularly within the accounting industry. In this episode, Jessper Maquindang shares his wealth of knowledge on fostering a dynamic workplace culture that encourages growth and innovation. Together with Roger, they explore the nuances of leadership skills that are vital for inspiring teams and nurturing an environment of trust and collaboration. Jesper's insights are not just theoretical; they are practical strategies that have been proven effective in real-world settings. Here are some of the main themes of the episode: Key Leadership Skills: Public Speaking & Listening: Inspire and include employees. Private Speaking & Listening: Foster confidential coaching and self-reflection. Confidentiality: Essential in private conversations to maintain trust. Motivation Tactics: Public praise and discreet criticism are recommended. A Model for Mentorship: Jessper emphasizes "LIFE" principles: Listening, Innovation, Futuristic Thinking, and Encouragement. Highlights the importance of active listening, innovative ideas, a clear mission, and positive feedback to create a supportive and engaging team environment. Addressing Remote and Hybrid Work Challenges: Personal check-ins and regular team meetings are suggested to enhance relationships and prevent burnout. A shift from traditional leadership to empathetic and adaptable approaches is encouraged, empowering team members and facilitating conflict resolution. Personal Leadership Experiences: Importance of a clear mission statement and openness to feedback for motivation and success. Quotes John Maxwell on the joy of helping others grow and advocates for serving others as rewarding. Additional Resources: Mention of the STAR program for accountability. Networking opportunities at GrowCon. Support from Universal Accounting for business needs. Tune in to explore how these insights can help you build a premier accounting firm with a thriving workplace culture. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As a Behavioral Elements Certified Guide, I invite you to take the complimentary Behavioral Elements Assessment. Risk-free. No strings attached. I just want to start empowering you on your leadership journey. https://www.famileadconsulting.com/free-gift Learn more about the S.T.A.R. Program, building a culture based on accountability: https://www.uacourses.com/courses/s-t-a-r-hr-training 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 Shoo

Join us this Wednesday for a new episode where Roger discusses building an effective leader with Jessper Maquindang.

Join us as we revisit this conversation from 2020! Witnessing the evolution of accounting over the years has been very insightful. Each change can be intimidating but, more empowering. From paper to computer, software to the cloud, artificial intelligence (AI) to real-time and actionable information accounting remains relevant so what are we doing as an accounting profession to stay ahead of the curve? Listen as Clayton and Roger discuss technology and it's impact on accounting to the 6 areas of business the accounting needs to pay attention: Customer Relationship Management (CRM) Document Management Business Analytics Payroll & Human Resource (HR) Point of Sell / e-commerce Inventory Management Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Clayton Oates Clayton is committed to helping Small Business, Accountants, Bookkeepers & Technology Companies to connect with each other (and the clients and customers they serve) to have a better life. Clayton will inspire you! This (Ex) Accountant is living proof of how you can dramatically transform your life by helping others. A passionate and engaging communicator who draws on more than 25 years' experience in the Accounting Technology Industry. During this time Clayton and his team at QA Business have educated more than 20,000 small business owners, operators, accountants, bookkeepers and consultants in utilizing technology to buy back precious time from their businesses. Clayton now devotes his time and energy in helping educate other Advisors around the world on how they can be the Difference Maker for their clients. Clayton has a unique style of presenting and you are going to love what he has to share. (Clayton is also a recognized Top Thought Leader in Accounting Technology by CPA Practice Advisor) 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 "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

Welcome to this episode of "Building the Premier Accounting Firm," where we delve into the transformative power of specialization and self-sustaining business models in the accounting industry. Today, we are joined by the remarkable Cyndi Thomason, a Certified Profit First Professional and the visionary founder of Bookskeep. Cyndi has carved a niche in the e-commerce world by implementing innovative strategies that enhance profitability and operational efficiency. Together, we'll explore her journey from a diverse clientele to becoming a leader in e-commerce specialization, the benefits of niche focus, and the importance of building a resilient, independent business. Get ready for an inspiring discussion on balancing professional growth with personal life, and discover actionable insights to elevate your business to new heights. Cyndi's Journey to Profitability in E-Commerce: Began by helping a friend, leading to the adoption of Mike Michalowicz's "Profit First" methodology. Transitioned from a diverse client base to specializing in e-commerce, addressing specific challenges like technology and inventory management. Niche Specialization Benefits: Improved systems and targeted marketing strategies. Co-authored "Profit First for E Commerce," focusing on inventory solutions and client narratives for relatability. Gained speaking opportunities and adapted to online advisory roles, particularly for women-owned brands. Delegation and Business Independence: Emphasized the importance of transferring processes to team members to ensure business sustainability. Implemented a four-week leadership vacation to identify organizational gaps and encourage autonomous decision-making. Personal experiences underscored the necessity of a dependable team during crises, allowing personal time for family. Balancing Business and Personal Life: Discussed challenges women face in balancing home and business duties, advocating for a supportive network. Outlined three stages of business ownership: job holder, enjoying ownership benefits, and becoming an investor or visionary. Transformation and Growth: Cyndi's evolution from a homeschooling mother to a successful e-commerce business owner using a profit-first approach. Collaboration with Michalowicz and niche specialization catalyzed significant business growth. Conclusion: Encourages serious approaches to life and business. Thanks to Cyndi for her insights. Promotes resources and networking opportunities for further business improvement. Call to Action: Explore the "Profit First" method for enhanced business profitability. Consider niche specialization to address specific industry challenges effectively. Build a reliable team to support business operations and personal priorities. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Vist Cyndi's website: https://www.bookskeep.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position you

Join us this Wednesday for a new episode where Roger discusses Clokworking your business with Cyndi Thomason

Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht. This episode features special guest John Hewitt, a leading strategist in building accounting firms from the ground up. Join us as he shares his wealth of knowledge in business development to guide you in transforming your accounting practice into a leading firm. Main Highlights: Understanding the Landscape: John provides expert insights into the current accounting industry, highlighting what sets a premier firm apart from the rest. Strategic Planning: John shares his perspective on setting clear goals and developing strategic plans that align with a vision for growth and excellence. Client-Centric Approach: Roger and John emphasize focusing on client needs and building long-lasting relationships that drive success. Innovation and Technology: John discusses the role of technology in modern accounting and how to leverage it for efficiency and competitive advantage. Team Development: Roger and John explore the importance and process of cultivating a skilled and motivated team to support your firm's objectives. Brand Building: Discover John's strategies for establishing a strong brand identity that resonates with your target audience. Join Roger Knecht and John Hewitt as they offer expert advice and actionable insights to help you elevate your accounting practice to premier status. Whether you're a seasoned accountant or new to the field, this episode is your roadmap to success in the accounting industry, enriched by John Hewitt's wealth of experience. If you're feeling curious about starting your own firm, or want help implementing some of John's strategies at your practice, call 435-344-2060 to connect with Universal Accounting Center's team of experts. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: John has been kind enough to offer you a complimentary copy of his book "iCompete" Go here to take advantage of this opportunity: https://loyaltybrands.com/ https://www.amazon.com/iCompete-Extraordinary-Strategy-Winning-Yours/dp/1682610063 And for fun, here's an MP3 version to enjoy: https://www.dropbox.com/s/fgtg7c921bsdvii/iCompete_%20How%20My%20Extraordinary%20Strategy%20for%20Winning%20Can%20Be%20Yours.mp3?dl=0 Also, now is the time to become a skills tax professional, offering quality tax planning & preparation services. See now what you can do to become a Professional Tax Preparer, PTP Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back,

Join us this Wednesday for a new episode where Roger discusses exponential growth with John Hewitt

Join us as we revisit this conversation from 2020! Imagine starting the business using your personal line of credit, having employees that make more than you and then one day it takes off. The decisions made to offer unique services in a specific industry actually help you stand out and grow your business. You may hear it often to focus on a niche, but does it really pay off, for Jody it did, and he'll share how and why. Building a large accounting firm offering quality services that bring value to the client is something he's been doing for years. Listen in and hear how this can apply to your business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Jody Grunden, CPA Jody is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services for creative agencies as well as one of the largest Virtual CFO firms in North America. He's also an industry speaker and a published author. Author of Digital Dollars and Cents, Jody literally wrote the book on helping digital agency owners create a financial roadmap to success. Summit CPA Group is a fully distributed accounting firm with a non-traditional approach to accounting providing Virtual CFO Services, 401(k) Audits, and CPA Firm Augmentation. Operating under a profit-focused model, Summit CPA uses dynamic forecasting and key performance indicators with their clients to help them transcend their focus from simply "being in the black" to longer-term financial health and wealth. With the mission statement, "Changing the way people think about accounting," the next big step for the Summit CPA Group is to help make this level of service a norm rather than an exception within other accounting firms. 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 copy of the e-book "in the BLACK, nine principles to make your business profitable" to work ON your business. Apply these principles and then take them to your clients as their trusted advisor. Get you copy HERE Now! In Digital Dollars and Cents: A Virtual CFO's Playbook to help Digital Companies Create a Financial Roadmap to Success, Jody Grunden helps startup founders and company owners dive deep into the financial side of the business. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another exciting episode of Building the Premier Accounting Firm with Roger Knecht. In this episode Roger highlights the journey of Michael Haynes from corporate roles to supporting small and medium-sized businesses, focusing on effective go-to-market strategies and customer engagement for accounting firms. The discussion provides actionable insights for business owners in bookkeeping, accounting, and tax services, emphasizing the importance of understanding client needs and fostering strong relationships. Key Highlights: How Michael Started in B2B: Transition from corporate roles to aiding small businesses. Insights gained from volunteering in Peru, emphasizing simplicity and customer care. Understanding Client Needs: Importance of tailoring services to small businesses that lack large corporate resources. Necessity for firms to understand decision-making processes of ideal B2B clients. Go-to-Market Strategies: Comprehensive client acquisition and retention plans. The "buyer AIR driven go-to-market framework" focusing on content creation, micro events, and strategic collaborations. Customer Engagement: Utilizing webinars, Q&A sessions, and collaborations to build trust and authority. Importance of client interviews and workshops for gathering insights. Client Relationship Management: Emphasis on post-transaction management and tailored onboarding. Understanding customer acquisition costs and lifetime value for resource allocation. Effective Listening: Critical for understanding firm dynamics and market conditions. Encouragement for accountants to inquire more about clients' business models. Critique of Marketing Strategies: Importance of prioritizing client needs over tactical marketing. Urging a business plan focused on exceptional service. Inspiration and Networking: Michael shares transformative experiences from South America. Promotion of networking and learning opportunities through GrowCon and Universal Accounting's resources. This episode provides essential strategies for small accounting firms to thrive by adopting customer engagement techniques from larger corporations, ultimately positioning themselves as trusted advisors. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: My B2B Go to Market Playbook for SMB Professional Service Firms. It is a free download that is available at https://listeninnovategrow.com/sme-playbook/ 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

Join us this Wednesday for a new episode where Roger discusses Client Engagement and Go-to-Market Strategies with Michael Haynes.

Join us as we revisit this conversation from 2020! At first Alan planned to become a Veterinarian but that quickly changed, and life took him on another path to become a very successful owner of a large accounting firm. After struggling his first year in business he has now built a multi-office firm through various mergers and acquisitions. Listen to Alan and Roger discuss the 4 non-negotiables to move forward with a possible new partner. Hear what Alan says is the biggest challenge and also the important lesson he learned in his youth that still applies today. Alan is a down to earth person that helps us remember that accounting is fun. Whether it be a good bed side manner or a confessional with a client he points out that this always will be a people business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Alan Long, CPA, CITP, CGMA & Baldwin CPAs, PLLC, Managing Member Alan Long is Baldwin CPAs Managing Member with over 40 years of experience in the firm. Alan has extensive experience in auditing and has served on multiple boards for various organizations and associations related to peer review and auditing standards. He currently serves as a member of the American Institute of Certified Public Accountants (AICPA) Auditing Standards Board. He's an AICPA instructor, and serves on numerous boards within the accounting profession and the community. When he is not involved in giving back to the industry or community, Alan enjoys spending time fishing and hunting in the great outdoors. 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 copy of the e-book "in the BLACK, nine principles to make your business profitable" to work ON your business. Apply these principles and then take them to your clients as their trusted advisor. Get you copy HERE Now! Remember this, if it's about accounting its Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

This insightful episode of Building the Premier Accounting Firm delves into the journey and expertise of Jamie Van Cuyk, a hiring consultant dedicated to empowering women small business owners. With a robust background in leadership, Jamie transitioned from corporate operations to consulting, focusing on refining her hiring and leadership skills. The discussion centers around her mission to improve hiring processes, ensuring alignment with team dynamics and management styles, which she also explores on her podcast, "Growing Your Team." Key Highlights: Jamie's Background: With over 15 years of experience in leadership, Jamie shares her transition from corporate operations to becoming a consultant. Her focus is on aiding small business owners in overcoming hiring challenges that lead to ineffective teams. Passion for Consulting: Roger and Jamie explore her shift from managing accounts and participating in mass hiring to discovering a passion for consulting, particularly in refining hiring practices for small businesses. Challenges for Women Entrepreneurs: The episode highlights societal pressures faced by women entrepreneurs, including the need for flexibility due to family commitments and biases related to age and gender. Overcoming Self-Perception Issues: Advice is given on overcoming self-doubt and improving client positioning, emphasizing the importance of self-awareness and attracting clients who value expertise. Roger offers advice for dealing with Imposter syndrome, encouraging confidence based on skill. Structured Hiring Process: A detailed interview process is outlined, beginning with defining an ideal candidate profile and crafting effective job postings. Emphasis is placed on focusing on skills over passion during interviews, especially for small businesses. Interview Stages and Personality Assessments: The recommended process includes two interview stages and the use of personality assessments to ensure a comprehensive understanding of candidates. Challenges in the Accounting Profession: Specific hiring challenges in accounting are discussed, highlighting the need for careful screening due to limited training resources in smaller companies. Join us as we explore Jamie Van Cuyk's insights and strategies for successful hiring, leadership, and overcoming the unique challenges faced by women entrepreneurs. For more information on how you can start or grow your business, including certification training for bookkeeping and tax preparation, call 435-344-2060 to connect with Universal Accounting Center's team of expert mentors and coaches. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Check out her on-demand free webinar series: How to Find Employees Who Are Worth Their Paycheck Link: https://growingyourteam.com/worththeirpaycheck 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 a

Join us this Wednesday for a new episode where Roger discusses recruiting and hiring with Jamie Van Cuyk

Join us as we revisit this conversation from 2020! In an effort to find ways to stand out within the accounting profession it's important to consider specialty services. Offering such services positions you as an expert and brings clients directly to you. Consider Cost Segregation and what that may mean to the businesses in your area. This is a service that can benefit more than you may think. Listen and Roger explore this and open your mind to the possibilities. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Robby Romero, MBA Recent MBA graduate from Westminster College, Robby has over 15 years of sales and management experience. He currently runs sales for Cost Segregation Consultants, LLC. Where he markets to CPAs so they can refer engineering-based, tax savings tool to companies that have acquired, renovated, constructed, or expanded real estate to reduce current income tax liabilities by accelerating depreciation deductions for qualifying components, thus taking advantage of the time value of money. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Cost Segregation Consultants is a branch of a CPA firm that employs an in-house cost estimator and CPAs, providing the necessary foundation for quality studies that pass IRS audit. Out of 4,000 studies, only eight have been audited with zero changes. 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 "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Visit our Robby's website to learn more about cost segregation and be sure to call for a free CPE/lunch for a quote. Remember this, If it's about accounting, its Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Join Roger Knecht, president of Universal Accounting Center, as he delves into the world of successful accounting firms with Tanya Fox, an accountant since 1998 and author of "How to Collaborate" on this exciting episode of Building the Premier Accounting Firm. This episode explores Tanya's five-step framework for reigniting entrepreneurial passion and enhancing profitability through effective collaboration. Main Themes: Tanya's Entrepreneurial Journey: Inspired by a love for cash registers, Tanya transitioned from working for the Canadian government to launching her own firm. Her entrepreneurial spirit is mirrored in her daughter's ambition to run a salon, highlighting a shared desire to escape corporate constraints. Collaboration as a Business Tool: Tanya's book emphasizes collaboration as a means of business growth, drawing from her own experiences of bartering due to cash flow challenges. She transitioned from solo work to fostering partnerships, stressing the importance of genuine engagement over immediate sales tactics. A preview of her Five-Step Framework for Business Revitalization: Step Back and Analyze: Use financial reports to identify issues. Define Your True Goals: Clarify personal success, balancing work-life and financial needs. Assess Feasibility: Evaluate if current business models require a pivot. Writing and Publishing Insights: Tanya shares the challenges of writing her book, aimed at low-income entrepreneurs, and overcoming publisher rejections. Introduces "anger journaling" to identify team role mismatches, boosting morale and productivity. Creating a Positive Work Environment: Address team issues through humor and recognition, using a recognition board to strengthen collaboration. Tough decisions, like letting go of non-fitting members, are vital for team health. Evolving Definition of Success: Tanya reflects on valuing time with family and helping others celebrate their achievements, advocating for resources that support unconventional thinking. Tune in to discover how Tanya's framework can help breathe new life into your business and foster meaningful collaborations. For more information on how you can start your accounting firm like Tanya did, 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: People can grab copies of my book "How to Collaborate": https://www.foxtalksbusiness.com/book 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:

Join us this Wednesday for a new episode where Roger discusses collaboration with Tanya Fox

Join us as we revisit this conversation from 2020! Martin's story is a perfect illustration of accounting gone wrong watching his parents struggle with the family business. On this personal note Martin is on a mission to empower accounting professionals to engage with their clients and make a difference. Listen as Roger and Martin discuss both the "why's" and "how's" and see how it applies to you and what you do for your clients. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Martin Bissett Martin Bissett is the founder of the Bissett Group family of brands serving the accounting profession. Martin made his name by helping accounting firms via his Build the Pipeline™ and Longevity Ladder™ methodologies. Now the most published author on his topics, a teacher and global keynoter; in 2018 International Accounting Bulletin (IAB) designated Martin as their official 'Knowledge Partner' in recognition of how his work over the last 22 years in the accounting profession has evolved into advising partner boards of accounting firms. Martin Bissett is the founder of the Upward Spiral Partnership (USP), the international consulting firm that specializes in enabling the accounting profession to win higher end clients, create leaders from their ranks and save lives ... more on that last part later. His professional purpose is to alert the accounting profession to the profound outcomes that their advisory expertise can create in the lives of their clients. The Upward Spiral Partnership is the 4th business Martin has played a key role in building and the first of his own. In the first 5 years of USP, Martin has: The Upward Spiral Partnership Founder of Been engaged/retained by 4 of the World's Top 10 Accounting associations and 6 of the Top 10 in the UK. Authored 9 books including Passport to Partnership, content from which has been adopted into the curriculum of AAT Level 3 courses and taught in selected UK colleges and USCPA Societies. Been retained by Accountingweb as a judge of their prestigious practice excellence awards for three years in a row. Been highlighted as 'one to watch' in Accounting Today's Top 100 Most Influential count down for 2 years running. Spoken on 4 continents. Created several trademarked items of intellectual property including the ACCOUNTS™ system and 'Martin's Relationship Pricing™' Model. Written for several professional publications including AccountingToday, AccountingWeb, CPA Practice Advisor and Chartered One. Sat on many international expert panels and guested on professional podcasts in the US, UK, and Australia. Sits on a parliamentary steering committee tasked with bringing advisory services to the foreign the accounting profession. 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 "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Addviser+ is the central gathering spot online where accounting professionals find courses, resources, community and support for truly embracing client advisory services. We focus on growing your practice and making a far-reaching difference in the process. If you'd like a free 1-2-1 with Martin go here to schedule a time. 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 enlightening episode of Building the Premier Accounting Firm Roger Knecht interviews Gaynor Meilke, a seasoned business strategist and certified transformational coach. As the owner of Charisma Ink, Meilke shares her journey from corporate marketing to becoming a vital resource for growth in the tax and accounting sectors. Key Themes: Journey to Success: Gaynor Meilke discusses her professional path, highlighting her B2B marketing experience and her mission to support accounting and tax professionals in business growth. Mindset and Operational Challenges: Meilke underscores the internal pressures entrepreneurs face in the accounting industry, which can affect mental health. She emphasizes the importance of addressing these challenges through professional help and open discussions to dismantle the stigma surrounding mental health. Humanity in Business: The conversation advocates for respectful communication and strategic planning to foster a healthy work environment, enhancing both efficiency and profitability. Operational Efficiency: Documenting operational procedures is crucial for efficient delegation and improved client service, contributing to overall business success. Effective Marketing Strategies: The episode explores lead generation through structured sales funnels, highlighting the importance of identifying ideal client profiles and understanding client lifetime value. Thought Leadership and Influence: Meilke discusses ghostwriting and the true essence of influence in accounting, focusing on the genuine desire to help others and outlining eight elements for effective influence. Mentorship and Networking: Accountants are encouraged to view themselves as business advisors and to explore partnerships and networking opportunities, such as GrowCon, to expand their service offerings. Gratitude and Community Benefit: The conversation promotes maintaining a healthy mindset, expressing gratitude, and leveraging expertise for the greater good. Listeners are invited to explore the podcast further for insights on building premier accounting firms and are encouraged to participate in events like GrowCon for networking and educational opportunities. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Free resources and a strategy call for firms - https://charismaink.com/accounting-firms Marketing and Strategy Call 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 Ce

Join us as we revisit this conversation from 2020! We've all heard it before; the money is in the niches. Target an industry and specialize in the services you offer. But what does that mean and how to start. Adrian and Roger discuss how to lead with your expertise and strength and then expand on everything else you do. This episode is full of tips and tricks so get ready for some note taking and action items. This will help you move for concept and idea to strategy. And yes, this includes what you are doing on social media. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Adrian Dayton Adrian Dayton is an internationally recognized speaker on social media and business development. He has trained over 19,000 professionals in the US, UK, Canada and Australia on LinkedIn and successful social media use. At the end of 2013, Adrian launched ClearView Social, a saas software business. At the end of 2013, Adrian launched ClearView Social, a saas software business. ClearView Social makes it easy to get professionals sharing to social media, and is currently in use by over 45,000 professionals in firms worldwide Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. ClearView Social makes it easy to get professionals sharing to social media, and is currently in use by over 45,000 professionals in firms worldwide Offers: Get the Turnkey Business Plan for accounting professionals (Free Course) 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 "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Social Media for Lawyers (really for professionals) – email Adrian for copy, mention this podcast in the subject line of the email: [email protected] Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this insightful episode of Building the Premier Accounting Firm, host Roger sits down with Rick Watson, who shares his transformative journey from humble beginnings to managing substantial assets. Rick dives into the challenges he faced, particularly the high attrition rates in the insurance industry, and emphasizes the critical factors for entrepreneurial success: hard work, branding, and referrals, as outlined in his book "A Firm Worth Building." Key Highlights: Entrepreneurial Sacrifices and Success: Roger and Rick discuss the importance of hard work and perseverance in overcoming industry challenges. They explore the pivotal role of branding and referrals in business growth. The Power of Company Culture: Rick explains how culture is a reflection of leadership and its influence on business dynamics. They explore ways which aligning company values improves hiring, client relationships, and employee engagement. The significance of company culture in shaping professional and personal interactions. Leadership and Culture Dynamics: Drawing parallels between business and family dynamics. Strategies for maintaining a cohesive culture in remote work settings. Concepts like "trust compression" and "breaking bread" to foster connections. Building Trust and Rapport: The role of edification—speaking positively about colleagues—in strengthening trust and respect. Enhancing service quality and client satisfaction through positive communication. Networking and Personal Connections: The importance of networking for credible referrals and business credibility. Methods to intentionally shape and uplift company culture through positive interactions. This episode is a must-listen for entrepreneurs seeking to enhance their business's culture and growth, offering practical advice and resources to create a firm worth building. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: https://www.nrnamerica.com/ Get a free book by buying the book on Amazon and sending me an email showing a copy of the review. We will respond by sending you a check for the book. Also mentioned on the show was the S.T.A.R Program, the process to create a culture based on accountability. Learn more what you can do to proactively manage those you are working with to achieve clear objectives and take care of your clients. 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: Profess

Join us this Wednesday for a new episode where Roger discusses taking your business to the moon with Rick Watson.

Join us as we revisit this conversation from 2020! In recent years accounting has evolved from rules, discipline and structure related to producing quality financial reports to so much more. Now the accounting professional needs to become more entrepreneurial, what we refer to as becoming an Accountrepreneur. Today accounting services need to also provide clear value and actionable information to the business owner to help them make more educated business decisions. So, who is driving this evolution and change and how does it apply to each of us individually? Beyond seeing the numbers, understanding the trends, etc. the hard part is asking the business owner the right questions that lead to a discussion related to what they can and need to do next. Listen as Andy and Roger discuss how best to move into a consultative relationship and price your services. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Andy North, with AccountingWeb Andy has spent the last 19 years studying the world of accounting firms, having run AccountingWEB in the UK he moved to the US (Boston) with his family back in 2015 to take the reins of the US version of the site. In that time, he's had the pleasure of working with almost all of the various vendors to the accounting sector to help them realize and articulate their value propositions to their potential customers. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. AccountingWEB A digital publication designed exclusively for the owners and managers of small and medium sized accounting firms (whether they be CPAs, bookkeepers or EAs) in the US and Canada. Their mission statement is 'to bring inspiration and confidence to the transitional firm'. Offers: As firm owners approach that point where they're thinking about selling, perhaps to fund that yacht in the Caribbean, the question is often, "How much is my firm worth?" Get your Business Score As demand for cash flow forecasting grows within the SME sector, more and more accounting firms are opting to include it as a service to their clients. Not only does it provide an invaluable service that helps keep clients afloat, it has significant benefits for the provider. It's an additional and often untapped revenue stream but allows for deeper insights and a launch pad for further services. So, where do you start? In short, you shouldn't begin to offer cash flow forecasting without reading this first. Actionable Cash Flow Forecast Report Get your free copy of the e-book, "Red to BLACK" the how-to-guide for accounting professionals to help you address the most pressing issue many business owners face, their cash flow. Your Free "Red to BLACK" copy 😊 Tax compliance to advisory: How to transform your firm. Focusing on tax compliance can be a great strategy, but if your clients are looking for a more proactive service then you could be leaving revenue and valuable client relationships on the table. But when introducing tax advisory services, it's important to get the business model right. Packaging the service in the right way, pricing, and presentation are all key elements. Get a copy of this 4 Step Guide Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Welcome to another insightful episode of Building the Premier Accounting Firm with host Roger Knecht. Today Roger delves into strategies for differentiation and market leadership tailored for bookkeeping, accounting, and tax business owners with marketing expert Daniel Den. Daniel shares transformative insights on how to thrive in the competitive landscape of 2024 and beyond. Key Discussion Points: X Factor Methodology: Daniel explains how his powerful approach has helped over 20,000 clients distinguish themselves in their markets. He recounts his journey from running a party business to becoming a successful internet marketer. Embracing Individuality: The episode emphasizes the importance of unique characteristics in building a standout brand. The "celebrity code" strategy is discussed as a means to develop a distinctive identity and foster community through shared values. Understanding Your Audience: Tailoring marketing messages to specific target audiences or "avatars" is crucial. For accountants, this means identifying niches, such as older real estate investors, to effectively reach and resonate with them. Avoiding Commoditization: Generalists face challenges in saturated markets. Daniel and Roger highlight the need to create a "wow factor" and unique service experiences to prevent being viewed as a commodity. Relationship Dynamics: Niche marketing and personal client interactions can significantly enhance customer experience and loyalty. The episode references the book "Ideas That Influence," which provides strategies for effective marketing and memorable advertising. Successful Advertising Examples: Learn from successful campaigns like Blendtec's "Will It Blend?" and discover how accountants can transition from service providers to trusted advisors, improving clients' financial literacy. Essential Marketing Pillars: The discussion outlines nine crucial pillars for effective marketing, with a strong emphasis on the necessity of uniqueness to stand out in 2024. As we wrap up this episode of "Building the Premier Accounting Firm," it's clear that standing out in the competitive market of 2024 requires a blend of innovation, individuality, and strategic networking. Daniel Denn's expertise offers a roadmap for accounting professionals to not only navigate but excel in the ever-evolving landscape. By leveraging the X Factor Knecht Methodology and embracing your unique attributes, you can carve out a niche that speaks directly to your ideal clients, fostering stronger relationships and loyalty. The importance of understanding your audience cannot be overstated, as Daniel and Roger highlight in this episode. Thriving in this competitive landscape isn't just about keeping pace—it's about setting the pace. With the resources and strategies discussed, you're well-equipped to turn your accounting firm into a premier entity that stands out and succeeds in today's dynamic market. Thank you for joining us, and we look forward to continuing this journey with you in future episodes. Call 435-344-2060 for more information. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Go to www.BigIdeasBox.com to grab your free book PLUS free box experience, just pay shipping and handling 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

Join us as we revisit this conversation from 2020! Of course, there is a joy and sense of accomplishment when in accounting everything balances and we are able to close out a month or perhaps even a year of books. But there is something more that we need to do with our clients and the tasks within the accounting process may be holding us back as a profession. Roger and David discuss both the why's and how's to become more efficient, therefore more profitable, so we can spend more time providing additional value to our clients to help them run their business. Listen in to this great conversation and be prepared to take some notes. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: David Cristello David is CEO and Founder of Jetpack Workflow. He has a motto: Driven to solve painful problems with smart, passionate, and empathetic people Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Jetpack Workflow - Simple Client & Workflow Management. Join 16,382+ Accountants who started using Jetpack to help Never Misplace Client Work: Never again recreate or lose sight of client work Gain Full Visibility: Track the progress of your team, run reports within seconds, and never lose sight of deadlines Grow Without Worry: We've tracked over 5,000,000 tasks in 16+ countries (ranging from small accounting firms to the Top 10) 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 "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 insightful episode of Building the Premier Accounting Firm, host Roger Knecht and guest Scott Ritzheimer explore the journey to achieving predictable success and sustaining growth in accounting firms. The conversation delves into the pivotal role of leadership, employee satisfaction, and stakeholder contentment in driving organizational performance. Key Highlights: Scott's Journey: Scott shares his transition from ministry training to the accounting world, recounting how he revitalized a failing business by shifting from task execution to effective management, leading to significant growth. Leadership Dynamics: Scott emphasizes the importance of maturity and interpersonal skills over age, particularly as a young manager leading older employees. The episode underscores the need for clear delegation and outlines how founders can evolve through business stages without external validation. Transition Challenges: Founders often struggle with the shift from doing to leading, driven by dissatisfaction with current systems. Scott discusses the high failure rates and harsh realities faced by startups, stressing the need for simplifying core activities and moving beyond a job mentality. Growth and Complexity: As businesses grow, founders face overwhelming responsibilities and financial pressures, including hiring challenges. Scott likens business management to parenting, highlighting the rewards of patience and relationship-building with employees. Evolving Leadership Roles: The episode explores the transition from hands-on leadership to a CEO role, comparing it to a quarterback becoming a coach. Emphasis is placed on supporting and trusting teams, with each leadership stage building on the previous one. Overcoming Later Stage Struggles: Founders often resort to past methods, leading to frustration. Scott advocates for awareness of necessary changes, highlighting successful CEO traits like service and humility, and promoting delegation and collaboration. Join Roger and Scott as they unpack the nuances of leadership and growth, offering practical insights for accounting, bookkeeping, and tax business owners striving to build premier firms. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn the 7 stages of building a business and how you can get to the next level. DOWNLOAD YOUR FREE COPY OF: The Founder's Evolution https://www.scalearchitects.com/founders 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 no

Join us this Wednesday for a new episode where Roger discusses the 7 stages and challenges founders face with Scott Ritzheimer.

Join us as we revisit this conversation from 2020! Getting out of the fog associated with running and accounting business is easier said than done. There is value having a business coach help you work ON your accounting business. Bookkeeping is an essential part of a successful business so let's get excited within the profession to make a difference in business. Having clients is the first step to having a successful business, doing the work efficiently and effectively is the key to then being profitable. Hear what elements Michael and Roger share to help you run your business right. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Michael Palmer, CEO of Pure Bookkeeping Michael Palmer is also the host of The Successful Bookkeeper podcast and an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Run your business effectively and profitably, get your free copy of: "in the BLACK, nine principles to make your business profitable" – e-book The Seven Secrets Value Pack for Bookkeepers Listen in as Roger and Michael continue this discuss together on The Successful Bookkeeper Podcast How to Increase the Value of Your Bookkeeping Business – Episode 88 How To Make Your Bookkeeping Business More Profitable) – Episode 100 Learn more about Pure Bookkeeping 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, Universal Accounting President and host Roger Knecht sits down with Rebecca Howell to explore her transformative journey in the accounting industry. From a passion for math to a thriving 20-year career in bookkeeping, Rebecca's story is one of growth, adaptation, and strategic transition that we in the industry can relate to and learn from. Key Highlights: Early Beginnings and Business Growth: Rebecca's love for numbers propelled her into bookkeeping, supporting small businesses and entrepreneurs. Launching her own firm in 2003, she expanded her client base significantly, aided by Intuit's proadvisor program. Adapting to Industry Changes: As Intuit shifted to offering its own services, Rebecca refocused on building long-term client relationships and empowering her team, resulting in impressive growth from 40 clients in 2019 to over 200 by 2022. Leadership and Personal Challenges: Facing challenges in leadership and team dynamics, Rebecca hired a business coach to enhance communication. They discuss how the stress of being the sole tax preparer took a toll on her health, leading to the sale of her business for personal well-being. Identity and Purpose Reflection: Letting go of tax clients led to an identity crisis and a reevaluation of her purpose beyond business ownership. Rebecca underscores the importance of a sustainable business model and early exit strategy planning. Transition to New Roles: Finding fulfillment in transitioning from a fractional CFO to exit planning, Rebecca advocates for prioritizing profit, inspired by the book "Profit First." Entrepreneurial Advice: Rebecca emphasizes the necessity of early exit strategy planning, comparing business maintenance to caring for a home or vehicle. Her journey highlights the balance between work and personal life, with a strong support network playing a crucial role. Reassessing Priorities: The discussion encourages listeners to reassess their priorities, learn to say no, and leverage resources like podcasts and conferences for continued professional development. Rebecca's journey is a testament to the power of passion, a supportive network, and a strong work ethic in navigating the challenges and opportunities within the accounting field. If you'd like to follow Rebecca's footsteps toward building your own accounting firm, reach out to Universal Accounting Center at 435-344-4060 to learn how. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Offering a free business valuation https://exitsuccess.bizequity.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 clie

Join us this Wednesday for a new episode where Roger discusses Growing and selling a business with Rebecca Howell

Join us as we revisit this conversation from 2020! In the hustle of the day-to-day activities it's important to pause, become present and live with intent. Listen as Roger and Mitchel discuss ways to create and live our own personal legacies today with purpose and intent. As we get old life can appear to be passing us by but here is the opportunity we each need to reassess and prioritize what we are doing. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Mitchell Levy Global Credibility Expert Mitchell Levy (pronounced Lee Vee) is a TEDx speaker and international bestselling author of over 60 books. As The AHA Guy at AHAthat (https://AHAthat.com), he helps to extract the genius from your head in a two hour interview so that his team can ghostwrite your book, publish it, distribute it, and make you an Amazon bestselling author in four months. He is an accomplished Entrepreneur who has created twenty businesses in Silicon Valley including four publishing companies that have published over 850 books. He's provided strategic consulting to over one hundred companies and has been chairman of the board of a NASDAQ-listed company. Mitchell has been happily married for thirty years and regularly spends four weeks in Europe with family and friends. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. MitchellLevy360 Offers: See my interview with Mitchell here as it relate to building the premier accounting firm 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 "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals BEing Seen & BEing Heard as a Thought Leader! | Listen to Mitchell Levy's Ted Talk In today's connected society, how "should" we present ourselves to those that "should" be listening? Who we were and how we interacted in the agriculture and industry ages was so much different than it is today and will be in the truly interconnected social age. What should we expect? What do we need to do to prepare ourselves? The AHA Guy Mitchell Levy will tie together the concepts of BEing yourself, active listening, defining "your" success, and growing the "right" audience. Expect a handful of AHAs when watching and listening to his talk. 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 enlightening episode, host Roger Knecht sits down with Craig Primo, a FINRA licensed investment banker, to explore the multifaceted process of selling a business. Craig shares invaluable insights into the essential role accountants play in ensuring smooth and successful transactions. Whether you're planning an exit strategy or facing an unexpected sale, this episode is packed with practical advice to help you prepare. Main Themes: The Critical Role of Accountants: Craig and Roger note the importance of maintaining accurate financial records during a sale. They discuss challenges posed by outdated accounting methods during sales. Craig highlights the necessity of GAAP-compliant statements for attracting buyers. Understanding Financial Metrics: Roger and Craig discuss key metrics such as gross profit margins and liquidity ratios. Detailed financial data analysis creates opportunities for accountants in a sale. Enhancing collaboration between accountants and clients to identify growth opportunities and prevent burnout. Debt and Growth: Craig explains how to leverage debt for business growth versus traditional cash reserves. They discuss the risks of over-leverage and the phenomenon of "zombie companies." Granular Financial Analysis: Roger offers advice on managing legacy products and shifting focus to more profitable opportunities. They note the role of private equity in identifying inefficiencies. Professionalism in Accounting: They explain the pyramid model of accounting needs based on business size and maturity. Craig emphasizes the need for a transition from growth-focused to structured financial management. Proactive Financial Planning: Craig offers advice on preparing for business exits. Roger highlights strategies for securing loans and avoiding missed opportunities. They break down the differences between LLCs and C Corporations, and the use of Phantom stock for employee retention. Financial Statements and Trends: Analyzing financial statements to understand trends and improve cash flow. Managing receivables, payables, and inventory. Importance of timely bookkeeping and strategic accounting partnerships. Business Sales Scenarios: Unexpected sales and the need for urgent documentation. Proactive preparations for sale. Planning for venture capital with a 3 to 5-year sale timeline. Emotional Challenges in Sales: Emotional factors complicating the sale process, especially in family businesses. Recognizing and addressing emotional challenges to facilitate smooth transitions. Complex Business Transactions: Impact of events like death or family disputes on transactions. Equity distribution disputes and differing valuations. Accountants' role in providing strategic support, timely information, and accurate forecasting. Join us for an in-depth discussion on how to navigate the complexities of selling a business with expert guidance from Craig Primo. Whether you're an entrepreneur or an accountant, this episode offers valuable strategies to ensure a seamless and profitable transition. For more information on how you could broker these complex transactions, call 435-344-4060 to connect with Universal Accounting Center. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Find & Follow - In Find & Follow, Greg & Jonathan DeVore provide the key to solving the knowledge transfer problem and transforming your business. Don't spend another day wasting your and your team's time relying on tribal knowledge – get a copy now! Create a Culture of Accountability. This is a training to help understand and implement clear expectations. Easy to implement, quick to experience results. We refer to it as the S.T.A.R. Training program. 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

Join us this Wednesday for a new episode where Roger sits down with Craig Primo.

Join us as we revisit this conversation from 2020! As accounting services become more automated and commoditized there are things accounting firms can do to remain relevant and take care of their clients. Listen to Roger Knecht, president of Universal Accounting Center and Ron Saharyan, Co-Founder of Profit First Professionals as they consider the challenge accounting professional face today. Consider the solutions offered and see what you can do to offer more value to your customers as a trusted strategic advisor helping them make profit a priority. Why Should Accountants Offer This Service? Why they are in the best position to do this with their clients Why become more consultative in your services to offer more value to your clients How to stand out from other accounting firms See how you can offer a Cash Flow Management System (pay yourself first methodology) that is unique. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Profit First Helping eradicate entrepreneurial poverty – giving accounting professionals the process to make profit intentional and deliberate. Offers: Get a FREE copy of the e-book "Red to Black", the how to guide for accounting professionals to help business owners with the most pressing problem many face, cash flow. Get a FREE copy of the e-book "Profit First" to help your clients make profit a priority and help eradicate entrepreneurial poverty. As supplies last, get your copy of the book "Profit First", email Ron directly at [email protected] (Be sure to listen to the podcast for details) Become a certified Profit First Professional, PFP Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

In this episode of Building the Premier Accounting Firm, host Roger Knecht is joined by Chantal Cornelius, founder of Apple Tree Marketing, to explore the critical role of emotional connections in client relationships within the accounting industry. Chantal emphasizes that the success of accounting firms hinges on building trust and personal connections with clients, which goes beyond the typical scope of social media content. Key Discussion Points Emotional Decision-Making: 95% of buying decisions are emotionally driven, Chantal says. She introduces strategies to create empathy-driven relationships with clients, stressing that accounting services, unlike products, require deep trust in accuracy and strategic advice. Challenges of Commoditization: The episode discusses the risk of commoditizing accounting services and the importance of differentiating through trust and personal connections. Chantal's Stand Out Strategies for Differentiating Accounting Firms: Connection: Engage clients through networking and sharing valuable resources. Contribution: Involve clients in charitable initiatives to build a sense of community and shared values. Growth: Offer actionable advice that supports clients' business expansion. Significance: Ensure clients feel valued and heard, reinforcing their importance to the firm. Practical Tips and Insights Building Trust: Personal touches like remembering client birthdays and providing coaching services to address personal challenges. Marketing Tactics: While skeptical of social media's effectiveness in fostering deep relationships, Chantal advocates for referrals, networking, and content marketing, emphasizing the need for clear strategies before implementing tactics. Networking Events: Attend events aligned with the ideal client profile and have a clear purpose for all business activities, including podcasting. Additional Content Personal Interests: Chantal shares her passion for skiing and her journey of recovering from back surgery, adding a personal touch to the episode. Sales Basics: Understanding the fundamentals of sales and fostering deeper relationships through face-to-face interactions is highlighted. Thank you for listening to this episode of Building a Premier Accounting Firm. BRAP is a must listen for bookkeeping, accounting, and tax business owners aiming to enhance their client relationships and differentiate their services in a competitive market. Call 435-344-2060 for more information. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take the Test and get free advice at https://appletreeuk.com/take-the-test/ 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 t

Join us this Wednesday for a new episode where Roger discusses building relationships with Chantal Cornelius

Join us as we revisit this conversation from 2020! We've heard the phrase that it's a small world or a global economy, well for Peter this is more than just a phrase, it's an opportunity to help everyone understand and appreciate the accounting model and he is ready to make it happen. Not only is he a world traveler but he has also created an accounting course that is fun and interactive which is used in schools around the world as well as fortune 500 companies to train management. Listen as Peter and Roger discuss the evolution of this process and how it applies to the accounting profession. Also see what you can do to apply these skills to better work with your clients to help them use the information they receive from you to make better business decisions. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Peter Frampton Peter Frampton chairs the board of Color Accounting International. He is passionate about supporting people to improve their accounting literacy - which is the foundation of the Accounting, Finance & Business trinity. The privately owned company and social enterprise is the publisher of a breakthrough learning technology that makes understanding accounting easy. At the heart of the technology is a diagram called the BaSIS Framework™. The graphic shows finance and accounting on a single page. The Framework does for accounting what the Macintosh did for computers: it makes the subject intuitive and easy for anyone to understand and use. Peter is the co-author of two published Color Accounting books. He is on the adjunct faculty of American University in Washington DC, where he teaches in the School of International Service. Peter and Color Accounting have worked with names you'll likely recognize, such as Morgan Stanley, Goldman Sachs, Westinghouse, Caterpillar, SHRM, ASTD, Harvard Business School, Wharton, Georgetown University, Maryland Association of CPAs, the SEC, dozens of the top-100 US and British law firms, and with numerous entrepreneurs and incubators, as well as hundreds of accounting teachers and professors in high schools and universities. Color Accounting International works with Partners to deliver training in over 40 countries. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Color Accounting International What they do: Finance and business acumen workshops for non-financial people using a breakthrough graphical system. The Mission: People are empowered to make wise decisions, collaborate effectively and amplify value – a financially conscious world. Color Accounting International is a publishing company, a licensing company and education provider. They've developed and distribute the Color Accounting® learning system. They work with a network of accredited Partners and different languages around the world. They are a social enterprise, with a dual social-impact and commercial motive. They advocate accounting as a fundamental form of literacy, like Reading, Writing and Arithmetic. Accounting literacy has the power to improve lives, corporations, not-for-profit organizations and governments. The Color Accounting Network includes: Sales Partners, who provide educational workshops for their corporate clients Corporate Educators, who are accredited by us to facilitate events run for corporate clients Academic Educators, who teach accounting in educational environments such as schools and universities. 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 "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Enroll in Color Accounting – experience the accounting module in a new interactive way. Learn how accounting works in business and how to easily discuss it in layman's terms, avoiding the confusion common with debits and credits. Accounting Comes Alive - "Accounting Comes Alive has the advantage of showing how accounting works visually. As such, I believe that it is of value to anyone who is interested in understanding accounting, from high school students to undergrads to MBAs to business executives." – Professor Paul Healy, Harvard Business School Get your BaSIS poster - BaSIS? It's an acronym of Balance Sheet and Income Statement. In a nutshell it provides a top-down single-page graphical view of accounting. Its unique layout has the debit and credit accounts grouped by 'sides' and then color-coded. Once the students learn how the framework works, it becomes a powerful tool for 'pointability' - the ability for the teacher, or the student, to simply point at the mode