Building the Premier Accounting Firm

Welcome to another episode of Building the Premier Accounting Firm with Roger Knecht, the go-to podcast for accounting business owners looking to scale their businesses and expertise. In this episode, we dive into the remarkable success story of visionary James Donovan that demonstrates the transformative power of fractional CFO services and strategic networking. Main Themes: The Impact of Fractional CFO Services: Roger and James explore how the implementation of fractional CFO services contributed to a substantial increase in one of James' client's recurring revenue—by $40,000 over just six months. James details the key strategies in the process that led to substantial results. The Flexibility of Remote Work: James shares his personal experience with remote work, illustrating how it has facilitated the ability to travel and manage a successful business simultaneously. This segment will inspire you to consider the potential of remote work for your own business. LinkedIn as a Business Development Tool: Discover why LinkedIn, and particularly the Sales Navigator feature, is a crucial tool for connecting with potential clients. Our guest breaks down their daily 30-minute strategy for using Sales Navigator to secure high-quality appointments and how you can do the same. Promotional Insights: Roger and James extend an invitation to engage with resources that can drive your growth. We encourage listeners to subscribe to the podcast for more insights and to access complimentary resources designed specifically for accounting professionals. Key Takeaways: Understanding the role and benefits of a fractional CFO. Learning how to effectively utilize LinkedIn's Sales Navigator to expand your client base. Exploring the advantages of remote work in today's business landscape. Gaining insights into valuable resources and events for accounting professionals. Call to Action: Don't miss out on leveraging these insights for your business. Subscribe to our podcast, check out the resources mentioned, and consider attending GrowCon for an experience that could redefine your professional journey. Call 877-801-8080 to get started on your journey, or to explore ways to train your staff and expand your firm. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: James Donovan Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: For more information regarding James' services: https://ninetwomedia.com Helping firms offering Fractional CFO/Tax Plans generate exclusive leads & qualify those leads for quality appointments. We charge a flat fee of $2k/m, and conservatively generate 8-12 leads per account every month. https://ninetwomedia.com/linkedinagreement-2108 In addition to speaking with James be sure to also check out this recent webinar that addresses how we can best leverage our online presence to get the clients we deserve. From Lead Flow to Automating Processes - this is a don't miss presentation. CLICK HERE to see what you can do to position yourself online to get the clients you deserve: https://getclients.universalaccounting.com/uac Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us as we revisit this conversation from 2023! The business world is ever-changing, and that means that the accounting industry must change with it. In this episode of Building the Premier Accounting Firm, your host Roger Knecht chats with technology expert and accountant, Tom Ruscitti about the importance of adapting to the e-commerce space and the automation of the accounting industry. Tom has over 35 years of experience bringing solutions to the marketplace, and he shares his insights on why accountants should be taking up e-commerce clients, the challenges that accountants face when managing e-commerce platforms, and how to take advantage of community resources. If you want to learn how to adapt in the evolving world of accounting, then this episode is for you. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Tom Ruscitti Tom Ruscitti has been bringing technology solutions to the marketplace for over 35 years, including roles with Met Life, MICROS, Aloha and Intuit. He has been working within the Accountant/Bookkeeper ecosystem for 20 years and developed what is now the QuickBooks Solution Provider Program back in the early 2000's while working at Intuit. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Bookkeep is offering every partner that becomes a Bookkeep partner through Universal one free subscription (for the life of that client) - so there will be no monthly subscription fees for that client. Here is the Bookkeep/Universal Landing Page - https://www.bookkeep.com/partners/universal-accounting-school/ 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: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for https://universalaccountingschool.com/growcon-event-page-2023/, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

In this insightful episode of the podcast, Roger sits down with Michael Rozbruch, a seasoned CPA and certified tax resolution specialist, who shares his personal journey into the field of tax resolution. Drawing from his experiences, Michael discusses the importance of professional guidance when dealing with the IRS and sheds light on the following key themes: Empathy in Taxation: Michael's motivation is deeply rooted in the struggles he's seen ordinary Americans face when up against IRS actions. His empathy for those in tax distress drives his work and advocacy. The Complexity of Tax Issues: From back taxes to audits and payroll dilemmas, Michael underscores the intricate and often intimidating process of resolving tax problems with the IRS, highlighting why expert assistance is critical. Professional Expertise: The conversation delves into the significance of tax resolution specialists like EAs, CPAs, and attorneys. With limited IRS training for the public, the knowledge and skill of these professionals become invaluable. Tax Relief Intricacies: Michael discusses the nuances of tax relief, giving listeners a glimpse into what goes on behind the scenes when negotiating with the IRS. Professional Fees: Understanding how to price services is vital. Michael breaks down payment structures for tax professionals and why investing in such services can be beneficial. Advertising Your Services: The episode touches on the benefits of marketing tax resolution services to reach those in need. The Enrolled Agent Advantage: With the IRS's new penalty relief initiative, Michael points out the increased business potential and advantages of becoming an Enrolled Agent. Future Challenges: The discussion raises concerns about the complexities that may arise in 2024 due to the IRS's access to taxpayer information through stimulus payments. Educational Opportunities: Michael promotes a two-hour masterclass on tax resolution services and encourages listeners to deepen their understanding of the field. Grow Con and Additional Resources: The episode also mentions Michael's commitment to helping others through the upcoming event called Grow Con and directs listeners to the Universal Accounting website for a podcast episode featuring a panel of accounting, bookkeeping, and tax business experts. Listeners are encouraged to check out the full episode for a more comprehensive exploration of these themes and to gain access to valuable resources and insights for tackling tax challenges with confidence. Resources Mentioned: Michael Rozbruch's Masterclass on Tax Resolution Services Grow Con Event Universal Accounting Podcast Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Michael Rozbruch Michael Rozbruch, CPA and Certified Tax Resolution Specialist, a pioneer in the tax resolution industry, has a proven "in-the-trenches" track record as evidenced by accumulating 168 month-over-month consecutive revenue growth culminating in $23 million in revenue in just one year alone. Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies® and Michael Rozbruch's Tax and Business Solutions Academy®, an eLearning, training and coaching services company that trains and helps CPAs, Enrolled Agents and Attorneys build highly profitable practices through proven marketing systems and strategies. But he doesn't stop there. He also trains on how to "close" the sale, manage the client relationship and knows firsthand how a best practice IRS Problem client niche practice should be run and operated. Standing alongside Michael to help you be as successful as possible with your own tax resolution business is the Roz Team—Roslyn Rozbruch, Becky Stephens, John Israelian, Ruthie Ponce, and Karen Hood. Read on to learn more about how each team member makes it their goal to make life in your practice a little easier—and a lot more profitable! Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Free 2-hour Master Class on Marketing Sales and more as it relates to Tax Resolution https://www.rozstrategies.com/ And Learn more what you can do to offer Tax Resolution Services with Michael's help, take advantage of this opportunity to participate in a 5-Day to $5K Tax Resolution Challenge: https://zc158.isrefer.com/go/resolution/uacct/ 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.

Join us this Wednesday for a new episode where Roger discusses tax resolution with Michael Rozbruch.

Join us as we revisit this conversation from 2023! Lee Bowen is the owner of Certus Accounting & Tax Services. Prior to starting his own company, Lee was the CFO of a $2 Billion international corporation and has over 20 years of financial operations, strategy development, and leadership experience. In this week's episode, Lee talks about taking the leap to buying a business after retiring, how he identified the business he wanted to acquire, and why he chose it. He also talks about how he determined what that business was worth, the process of transaction and how the transition process was for the former owner and employees. Lee also shares his advice for people purchasing a business. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Lee Bowen Lee Bowen is currently the owner of Certus Accounting & Tax Services and has over 20 years of financial operations, strategy development, and leadership experience. Prior to acquiring Certus, he served for three years as the Chief Financial Officer for Young Living Essential Oils where he oversaw financial planning and analysis, fraud management, treasury, banking, internal audit, as well as commissions services, human resources, payroll, tax, and risk management for the organization. His previous experience includes working at Intel Corporation, Deloitte Consulting, an expatriate assignment in Panama as Regional Director of Finance at HILTI, and Director of Financial Planning and Analysis for Nature's Sunshine. He is also fluent in Spanish. Lee earned an MBA and MSIM (Master of Science in Information Management) from Arizona State University and a BS in accounting with a minor in Spanish from Brigham Young University. Lee has been married to his wife, Tricia, for 24 years, and they have four children—three boys and one girl. He enjoys watching his children's sports competitions, running, playing golf, attending BYU athletic events and plays at the Hale Center Theater, where he serves on the Board. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: *Train your staff to become professional bookkeepers; represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses. QuickBooks, The Professional Bookkeeper's Guide to QuickBooks is designed to teach anybody how to use QuickBooks. *Learn CFO services Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON their business. *Universal Business Builder: UBB) program is unique within the accounting profession as it outlines the delivery of quality coaching services to business owners with an accounting emphasis. BizBench, see what you can do to offer your clients benchmarking reports, allowing you to compare each to their industry norms based on their NAISC code using a report that provides actionable insights. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide 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" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us as we revisit this conversation from 2023! As business owners, we all know that one of the most important aspects to running a successful business is hacking the cash flow game. Without proper cash flow management, businesses can quickly find themselves in hot water. In this episode, your host Roger Knecht welcomes cash flow expert Mike Milan, AKA Cash Flow Mike. They chat about Mike's journey to becoming a cash flow expert, how you can prevent your business from 'growing broke', he explains the concept of the financial gap and how you can shorten it, key concepts from his book 'Don't Be a Dumb Business Owner', and his training program 'The Clear Path to Cash'. If improving your business's cash flow is one of your top goals for 2023, this is the episode for you! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mike Milan Mike Milan, AKA Cash Flow Mike, offers expertise in strategic planning, finance, and sales gained over 20+ years of diverse professional experience. In that time, he has developed 14 startups into well-established businesses and earned his nickname "Cash Flow Mike". Mike is an army Veteran and has an MBA from Baylor University and mostly known for: Being the author of two books: The 7 Minute Conversation, and Don't Be A DUMB Business Owner – both focused on using the financial statements to find hidden cash in your business. He created a financial management training program called The Clear Path To Cash – Its 8 Steps to Maximizing Cash in Any Given Business Situation He has also created several FinTech software products like: CashFlowTool, Finagraph, and Path by Simplex. Mike is also a co-host on the podcast Nobody Told Me with Mike & Blaine – where the focus is on topics and lessons you can only learn by being an entrepreneur. Currently Mike is the business financial specialist behind the brand Cash Flow Mike, where he has a host of ways to help business owners and accountants get grow and keep more cash in their business. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: You can offer to download a free digital copy of my book The 7 Minute Conversation from my website: cashflowmike.com Join the FB Group: https://www.facebook.com/groups/theclearpathtocash BizBench, see what you can do to offer your clients benchmarking reports, allowing you to compare each to their industry norms based on their NAISC code using a report that provides actionable insights. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide 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" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

In this episode of the podcast, host Roger Knecht engages in a dynamic conversation with Dave Willson, Founder and CFO at ProvenCFO. Together, they dive deep into the many paths professionals take on the way to learning the language of business, proven strategies for providing quality CFO/advisory services and the importance of social responsibility for entrepreneurs. Highlights: Roger and Dave walk back through Dave's journey into the world of accounting and eventually entrepreneurship. Dave always had an interest in the "language of business", despite failing an accounting exam in school due to a difficult teacher. Dave discusses immigrating to America and completing his bachelor's in accounting. While he had an offer on the table to join Deloitte, he elected to work with his brother in banking. Dave explains how he and his brother eventually started an accounting business, and the value Dave saw in providing advisory services at the firm after his experiences working in banking, real estate and other industries. The origin of ProvenCFO is covered and Dave explains challenges the company has navigated as it has grown, including during COVID. Roger and Dave dive into the role an advisor should play in giving practical recommendations to business owners – when to hire an employee, how to manage cash flow, whether or not to offer benefits and more. They highlight the massive opportunities that come with offering advisory services in terms of pricing. Dave notes that his company sometimes charges a cleanup or set up fee when working with companies who need bookkeeping help before advancing to the growth stage. Dave explains the value ProvenCFO has found in working with a broad range of clients in terms of industry and stage of business. The company has had a lot of success working with startups and creating financial models for companies with seed money. Roger learns about Dave's childhood in South Africa and how carrying forward the culture of camaraderie present there has been a guiding principle for him as an entrepreneur. They discuss the value of empathizing with employees and feeling responsible for their well being, as well as the power of creating a company that employees enjoy participating in. Notable Quotes from this episode: "We figured out [when it comes to starting a business] it only takes one. You only need to be successful once. You can fail as many times as you want. It doesn't matter. It only takes one… As long as you don't eat up your earnings." "We don't have a hard and fast set of rules that we make our CFOs follow. It's just to make sure that you're visiting with [the client] and providing them advice." "Entrepreneurs are crazy. We're crazy people. I recognize that. It probably all sounds insane" "And the advisory that we give to our entrepreneurs is very similar. It's like, 'Okay, you need to be mindful of the fact that you might be sitting on 80 % equity and you want everyone to work as hard as you, but just keep in mind that they don't have 80 % equity. And when this company sells and you make a bajillion dollars, they're not, right? They're going to be sitting here still working." "I think we just need to approach capitalism while being mindful that there are those that aren't going to be able to be entrepreneurial." "We need to discuss what are all the consequences of some of the decisions that we're making in our own companies and how it impacts our clients, our employees, our families. It's a narrative that I think needs to be discussed because many of us are very fortunate in the fact that with our entrepreneurial spirits we're willing to take risks where we're to put ourselves out there. And with that, there should be a reward. But at the same time, we've got to acknowledge the fact that people are working hard around us and making things possible. And we appreciate that." Join Roger and Dave in this thought-provoking discussion as they highlight the opportunity and responsibility that exists for CFO/Advisory professionals. Discover how to customize your advisory approach to each client, and the importance of maintaining a passionate group of employees. If you're considering starting an accounting business, a bookkeeping business, or an advisory business, or if you want to learn bookkeeping online and explore online CFO courses, this episode is packed with valuable insights for aspiring entrepreneurs. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dave Willson 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

Join us this Wednesday for a new episode where Roger discusses customizing your services for each client with Dave Wilson.

Join us as we revisit this conversation from 2022! In this episode, host Roger Knecht chats with the host of 'The Unique CPA' podcast, Randy Crabtree as they discuss everything mental health. Randy shares his personal story of dealing with mental health issues after surviving a stroke. They discuss how to deal with work place stress and mental health issues as accountants, controlled versus uncontrolled stress, seeking professional help through therapy, and recognizing your triggers. Finally, they offer some things to help avoid or cope with stress. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Randy Crabtree Randy Crabtree is the host of his own podcast, 'The Unique CPA'. It is ranked as one of the top 5% most popular shows in the podcast spectrum. He is also the Co-founder and partner of Tri-merit Specialty Tax Professionals. He is an author, lecturer and the president of a 501C3 stroke survivors empowering each other organization and part owner of an award-winning craft beer and bottle shop in Chicago. In December 2021, he was listed as one to watch in the section of Accounting Today, and is among the 100 most influential people in accounting. In may he was appointed into its tax counsel for a third-year term. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Reach out via Linkedin if you'd like Randy or Roger to present this to a group or association Randy Crabtree Roger Knecht For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

In this episode of the podcast, host and Universal Accounting Center president Roger Knecht engages in a dynamic conversation with Marie Speakman, a Chartered Accountant and Artificial Intelligence consultant known as the "AI Automation Lady." Together, they dive deep into the world of automation as it relates to accounting, including how to use AI as a "trainee," how to use it to help represent data, and how to prioritize the client experience. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Marie Speakman, CA After selling her accounting practice in 2009, Marie focused on helping companies enhance their operations and finance procedures. In 2020, she was introduced to an AI company. Marie's goal now is to provide insights, demystify AI, and support you every step of the way. When Marie is not working, she loves embracing the vibrant Andalucian lifestyle, hiking in the mountains, strolling along sandy beaches, and discovering new wonders around the world. Her next destination and adventure is Japan! Highlights: Roger and Marie discuss her decision to sell her accounting business in 2009 and focus on helping companies enhance their operations and financial procedures. Beginning in 2020, she took special interest in the impact AI could have on tax and bookkeeping businesses. Marie recounts her earlier career experience working as a financial controller at a software company, traveling across Europe and working with great colleagues. This furthered Marie's passion for tech, and was her first taste of remote working. Roger and Marie discuss a debt collection program Marie helped develop that has been implemented in governments in the United Kingdom. As it became clear bookkeeping was a great candidate for AI optimization, Marie saw the potential to train bots to reconcile and complete compliance tasks. Marie highlights Robotic Process Automation, the simplest form of AI, which is like training a trainee to complete certain tasks mapped out for them in their code. Marie emphasizes the importance of the client's security when using AI as a tool for analyzing data for advisors. Marie walks Roger through the typical way an artificial intelligence company would meet with an accounting business owner and present the uses AI could have at the firm. Roger and Marie discuss the impacts AI will have on the accounting industry, including help to fill the current hiring shortage that is a challenge for many accounting firms. Notable Quotes from this episode: "When I was in practice, I did struggle to be honest. I was forever trying to meet deadlines, you know, there's like peaks and troughs in the actual workload and I was thinking, '[AI] is great this could be really great for accountants to apply." "Anything that you could train a trainee to do, then you can train a bot to do that and it can do the work for you." "When I started off, I was like, 'I want to be the advisor.' When I was a management accountant, and I've got all these skills, and I want to go out, and I want to advise these companies, but you get bogged down in the day to day and the compliance work and you are forever trying to meet deadlines. And now I think we've got a massive opportunity." "Whether it be the AI or offshore accounting, it's basically a non -client facing interaction that we're talking about here. So I think that's a very good thing." Join Roger and Marie in this thought-provoking discussion as they highlight the untapped potential accountants possess to use AI as a tool for their firm. Discover practical uses for AI at your company, how to work with companies to integrate bots, and which services (including ChatGPT) to avoid. If you're considering tools to make your firm more profitable, or develop more marketable skills , this episode is packed with valuable insights. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Marie is offering a AI Insights Session: Uncover Custom Solutions for Your Business" https://calendly.com/mariespeakman/30-minute-discovery-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" – the how-to-guide e-book for accounting professionals "in the BLACK, nine principles to make your business profitable" – e-book Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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 s

Join us this Wednesday for a new episode where Roger discusses using AI in your business with Marie Speakman.

Join us as we revisit this conversation from 2022! Networking is a powerful tool that can help you build your business. But it can be difficult to know where to start, or how to make the most of your networking opportunities. Dr. Ivan Misner is the founder and Chief Visionary Officer of BNI, the world's largest business networking organization. In this episode of Building The Premier Accounting Firm, host Roger Knecht chats with Dr. Misner about his journey from building a successful practice to growing BNI into the global organization it is today. Dr. Misner shares his insights on how to build strong relationships, how to network effectively as an introvert, and how to make the most of your networking opportunities. This episode is packed with valuable tips and advice that you can use to grow your business through networking. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dr. Ivan Misner Dr. Ivan Misner is the Founder & Chief Visionary Officer of BNI, the world's largest business networking organization. Founded in 1985, the organization now has over 10,700 chapters in 76 countries throughout every populated continent of the world. Last year alone, BNI generated 12.4 million referrals resulting in more than $18.6 billion dollars' worth of business for its members. Called the "Father of Modern Networking" by both Forbes and CNN, Dr. Misner is considered to be one of the world's leading experts on business networking and has been a keynote speaker for major corporations and associations throughout the world. He has been featured in the L.A. Times, Wall Street Journal, and New York Times, as well as numerous TV and radio shows including CNN, the BBC, and The Today Show on NBC. Among his many awards, he has been named "Humanitarian of the Year" by the Red Cross and has been the recipient of the John C. Maxwell Leadership Award. He is a proud father and husband to his late wife; Elisabeth and he is the Co-Founder of the BNI Charitable Foundation. He has visited all seven continents having completed an Antarctic expedition in 2021. His next big adventure is to be a future astronaut with Virgin Atlantic. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Find a BNI chapter near you Free resources Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

In this episode of the podcast, host Roger Knecht engages in a dynamic conversation with Sam Mendelsohn, a CPA and Mergers and Acquisitions expert. Together, they dive deep into the world of accounting, business valuation, and the critical role accounting professionals can play in helping business owners realize their company's true potential.6 Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Sam Mendelsohn, CPA Sam Mendelsohn is the President and Chief Operating Officer at The Value Builder System™. Sam is also a former Vice President within an operating division of the Constellation Group (TSE:CSU). Sam has led marketing for over 20 different brands and is a highly-rated MacKay speaker on marketing. He has also delivered over 500 software deployments ranging from marketing systems to full Enterprise Resource Planning systems and corporate performance management systems at companies including Microsoft, Merck, Howard Hughes Medical Institute and Sun Media. Highlights: Sam shares his journey from traditional accounting to specializing in mergers and acquisitions, emphasizing the importance of business valuation. They discuss how understanding a business's true value can make a significant difference in decision making, especially during a potential sale. Sam reveals how crucial it is for business owners to continuously monitor and improve eight key drivers of business value. Roger and Sam explore real-life scenarios where two seemingly identical businesses can have vastly different valuations. They emphasize the shift accountants can make into the CFO and advisory services space, helping business owners maximize profitability, navigate operational challenges, and achieve long-term growth. Sam introduces the concept of a "showroom-ready" business and discusses the pivotal role accountants can play in preparing businesses for potential sales. They share insights on how aspiring entrepreneurs can start an accounting business, a bookkeeping business, or a tax business, and highlight the importance of learning bookkeeping online and taking online tax courses. Discover how understanding business valuation and the eight key drivers can be the catalyst for both accountants and their clients to achieve extraordinary success in the world of CFO and advisory services. Notable Quotes from this episode: "Those eight drivers are similar to going and buying a home... You're going down this checklist of what that house is going to consist of. Well, it's the same thing with the business." "Your business should always be showroom ready." "Find a good framework that you're comfortable leveraging... show up and have that conversation with the client rather than being scared about what to talk about." "Accountants have such an opportunity to look beyond the income statement, balance sheet, and cash flow statement and really do a lot of good for business owners on the operational side." Join Roger and Sam in this thought-provoking discussion as they highlight the untapped potential accountants possess to become indispensable partners in business growth and transformation. Discover how understanding business valuation and the eight key drivers can be the catalyst for both accountants and their clients to achieve extraordinary success while offering CFO and advisory services. If you're considering starting an accounting business, a bookkeeping business, or a tax business, or if you want to learn bookkeeping online and explore online tax courses, this episode is packed with valuable insights for aspiring entrepreneurs. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Now's the time to get your Business Score. See how the 8 drivers mentioned in the show today apply to your business. Learn what you can do today to work ON your business and improve your valuation to build the business you want. CLICK HERE to start, it will only take 15 minutes. It's time to compliment your accounting and tax services with quality CFO & Advisory services. Become a Profit & Growth Expert, apply the Universal Business Builder principles with your clients and learn what you can do to be a Value Builder Provider. Get The Unlocking Small Business Market whitepaper. Understand how smart advisors position their services to protect, grow and realize the value of a business. Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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 identif

Join us this Wednesday for a new episode where Roger discusses building a company that is read to sell at any time with Sam Mendelsohn.

Join us as we revisit this conversation from 2022! On this week's episode of Building the Premier Accounting Firm, your host Roger Knecht chats with Content Repurposing expert Kristy Honsvick about how to get the most from your content strategy. She talks about building 50% of her business through LinkedIn, the online platforms and medium that are best for building a business, and how often you should be posting on these medium. Kristy also talks about creating multiple types of content from one piece of content like a blog post or video, the difference between repurposing and reposting, and how to engage and connect with your audience on social media. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kristy Honsvick After working with hundreds of entrepreneurs over the last 9+ years, I know how overwhelming it can be to increase your visibility, create more content, and show up consistently on social media. I also know how integral those things are to creating a thriving business. I help my clients create a forward-facing brand by multiplying the content they are already creating and increasing visibility online. I live in Salt Lake City with my hot husband and 3 kiddos. When I'm not at home, I'm probably in the mountains (#MyHappyPlace) with a true-crime novel and peanut butter M&M's. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: 33 ways to repurpose that you've never thought of (FREE DOWNLOAD) www.getsimplyonline.com/33ways Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

In this enlightening episode of "Building the Premier Accounting Firm," we are joined by Omry Man, a seasoned entrepreneur who offers valuable insights into starting accounting businesses. Omry's journey from building and selling successful startups to venturing into the accounting industry provides invaluable guidance for those looking to start an accounting business or expand their existing services. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Omry Man Meet Omry Man, the CRO and Founder of Anchor. With 15 years of hands-on experience in digital marketing and business development, he is a skilled software entrepreneur and an active investor in the tech space. Over the last four years, Omry has been on a mission to revolutionize businesses using automation, creating an Amazon-like experience for both accountants and their clients – from proposal to payment. Before joining Anchor, Omry successfully founded three companies: NTT, a website creation platform; Zebra Media, a software distribution network; and Winja, a growth hacking consultancy firm for the software/SaaS space. His passion for empowering businesses and dedication to innovative solutions keeps him up at night ( together with his newborn son), thinking of how he can help the accounting community with eliminating burnout and make things like late payments, friction with clients, manual work a thing of the past. Highlights from the episode: Transitioning from Startups to Building Accounting Businesses: Omry shares his journey of transitioning from the world of startups to the accounting industry, highlighting the importance of staying connected with clients even after selling businesses. Subscription-Based Pricing Models: The discussion delves deep into the world of subscription-based billing. Omry explains the versatility of different pricing models, ideal for those eager to start a bookkeeping business or tax business, and how they cater to the unique goals and personalities of accounting professionals. Addressing Revenue Leakage: Omry sheds light on the pervasive issue of revenue leakage within accounting firms. He describes how automation can eliminate revenue leakage by ensuring agreements are adhered to and payments are made correctly, enhancing trust and efficiency. Learn bookkeeping online and you'll gain insights into revenue protection. Advisory Services and Beyond: The conversation touches on the growing importance of offering advisory services to clients. Omry emphasizes the need for accountants to continuously evaluate their own objectives and goals, aligning their service offerings with their aspirations. He recommends exploring online accounting courses and online tax courses to expand your skill set. Key Quotes from this episode: "I think we're all in this fast-paced moving thing that a lot of us have forgotten why we even got into the business." "Understanding what it is that you want and looking at it while being very honest with yourself will answer a lot of the questions that arise when you're inside the trenches." "The minute that a computer does it and it's automated, it's like with Netflix. If Netflix sends you an invoice, you know you need to pay five more dollars. It's automated. You're not angry with Netflix." "I don't think it's all around what's right and what's wrong. It all should be dictated around your end goal." Tune in to this episode for a thought-provoking discussion that explores the evolving landscape of accounting services, the power of automation, and the importance of aligning your business goals with your unique aspirations. Join us on this journey of discovery in the world of accounting and explore opportunities to start a bookkeeping business, a tax business, or enhance your skills through online accounting courses and online tax courses! Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: www.sayanchor.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" – the how-to-guide e-book for accounting professionals "in the BLACK, nine principles to make your business profitable" – e-book Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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

Join us this Wednesday for a new episode where Roger discusses revenue leakage and choosing the right pricing model with Omry Man.

Join us as we revisit this conversation from 2022. An exit strategy is vital for any business, yet so many entrepreneurs don't have one. In this episode, your podcast host Roger Knecht chats with multi-award-winning UK Business Mentor and author Christine Nicholson about the importance of building a business with an exit strategy in mind. They discuss various exit strategy options including and shockingly, selling the business to your employees. The also discuss the accountant's role in creating a business ready for exit as well as the things that will impact the valuation of your business. Christine talks about her four horsemen of the apocalypse a.k.a the eventualities that could force you to leave your business and how entrepreneurs can navigate life after exiting their businesses. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Christine Nicholson Christine is a multi award-winning UK Business Mentor and a Top 50 Woman in Accounting 2022. She has authored 4 business books and is a regular keynote speaker on Succession and Exit Planning. As a businesswoman who has built multi-million turnover businesses over the last 30 years, she has worked with many business owners in all sectors including taking one from bankruptcy to 8-figure exit in 18 months. She has spent a few years accidentally running a zoo! Her latest book, SELL IT, helps business owners get their business and themselves ready for the hardest part of the entrepreneur journey, leaving their business in the hands of others. She sits as a Court Assistant of the Company of Entrepreneurs of the City of London where she lead a co-mentoring project with the Culture Mile working with amazing and powerfully impactful creatives. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: In addition to the quality services you offer you should consider becoming a Profit & Growth Expert. Take another step to improve your client relationships, retention and generate additional revenue as a trusted strategic advisor to your clients. This new engagement complements the traditional services you already offer with an effective CFO & Advisory engagement following the principles taught in the Universal Business Builder program. Are you stuck in the day-to-day of your business with no time to plan for the future? Discover how you can make your business worth more AND avoid leaving money on the table when you come to sell. TAKE THE QUIZ to get your personalized report. It's FREE and only takes 3 minutes. You'll see your score instantly. Also check out other related resources here: https://www.businessmentoruk.com/ Lastly, as you run your business you need to assess what is going well and what needs your attention and there's no better way to do this than to request your FREE Business Score. See what are the 8 Drivers that determine the value of your business and how they apply to your company. And don't forget to have a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

On this week's episode of the Building the Premier Accounting Firm podcast, host Roger Knecht interviews a special guest Roxanne Thayne, Chief Marketing Officer and co-founder of Trustyy, a mobile app designed to help parents build stronger relationships with their teens. Roger and Roxanne have an in-depth discussion about the challenges family obligations and relationships can create when trying to grow an accounting practice or any type of entrepreneurial venture. Drawing from her experience helping launch and handle marketing for a family business providing in-home therapy services, Roxanne shares advice on maintaining work-life balance, keeping communication open between spouses, and preventing tensions from derailing business goals or personal relationships. They also talk about handling the stress and risk that comes with having "all your eggs in one basket" in a shared family business. Roxanne emphasizes the importance of making the family the first priority while still moving the business forward. Additionally they discuss how to focus on fostering trust and unity between spouses managing a business together and teaching entrepreneurial skills as well as resilience to children who are raised observing the ups and downs of business ownership firsthand. They address the value of proactively and how it can help solve potential issues in the spouse/partner relationship before they trickle down and negatively impact the business. Roxanne advocates for getting premarital counseling and advice to set up future family ventures for success from the start. The discussion ultimately emphasizes that while no career success can ever compensate for failure at home, with open and ongoing communication, mutual understanding between spouses, and intentionality in nurturing family relationships, families can thrive while partners build something meaningful together through a shared business. This thought-provoking conversation is a must-listen for anyone currently balancing growing an accounting firm or running a small business with the obligations of family life and relationships at home. Subscribe for more practical insights on strengthening both your company and your closest personal connections. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Roxanne Thayne Roxanne Thayne met her husband Tim on the BYU Ballroom Dance Team, where they quickly and literally learned how to not step on each other's toes. After she graduated in History and Secondary Education and helped Tim through his doctoral program, they raised five children. While in the midst of homeschooling and a busy family life, they began several businesses together, ranging from hog farms to working with troubled teens and their families. Fifteen years ago Roxanne was officially brought into the day-to-day business to just "do a little writing" and naturally became the marketing director and guardian of the brand. Today they are building Trustyy, an app for parents with a teen who struggles. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As part of the conversation, we have for our listeners the opportunity to take advantage of the TRUSTYY APP. The App to Help Parents and Teens Build Trust at Home. Because parents and teens have never been busier or overwhelmed. The Trustyy app is the first designed to help parents build mutual trust, address issues competently and consistently, and strengthen their relationships with their teens. www.trustyy.com/uac Likewise, take a moment and receive free access to the Money Management and Couples Course that was discussed on the show. This is a MUST-DO activity for parents, especially for those with teens, young adults, and newlyweds. It's also used by counselors, youth ministers, financial planners and more. Take the time to see what you can do to live debt-free and have a healthy committed relationship. https://universalbusinessbuilders.com/money-management-video-course For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Wednesday for a new episode where Roger discusses family and business with Roxanne Thayne.

Join us as we revisit this conversation from 2022! In this episode of Building The Premier Accounting Firm, Your host Roger Knecht interviews Sanford Law Firm CFO Gabriel Stiritz, on leadership and other important topics to help us grow the premier accounting firm. Gabriel shares his journey to becoming CFO at a law firm despite having graduated with a BFA in photography. He also tells us about EOS (Entrepreneurial Operating System) and its best practices. Further, they discuss Technology and its place in business; creating processes and automating them. Gabriel also shares the challenges he has faced as a CFO running business and advice to young entrepreneurs. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Gabriel Stiritz Gabriel serves as the CFO for Sanford Law Firm. He is an experienced entrepreneur with a unique professional background that includes photography, fundraising, and operations. Gabriel graduated from the Savannah College of Art and Design (SCAD) in 2011 with a BFA in photography. He subsequently spent 8 years working at New City Kids, a nonprofit headquartered in Jersey City, NJ. Gabriel's role spanned communications, events, major gifts, and operations. During his time with the organization, New City Kids grew from $900,000 to $3.5M annual budget, serving youth in 5 locations in 3 cities. After serving as operations director for New City Kids, Gabriel joined the team at Sanford Law Firm as CFO. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Paul Kluskowski, EA Paul Kluskowski is an experienced financial advisor and tax consultant with expertise spanning over 20 years. As an Investment Specialist and EA (Enrolled Agent) at TR Financial Management Group, he helps nuclear power plant workers and self-employed clients achieve financial success. Kluskowski began his career in the nuclear energy industry, obtaining his reactor operator license at the young age of 22 and advancing to Senior Reactor Operator by 25. After nine years working in plant operations, he left to pursue a college degree, earning a BA in Physics from Andrews University. Kluskowski then expanded his skillset into the financial sector as a Financial Advisor at Morgan Stanley, where he ranked in the top 10% of his peer group and earned multiple National Sales Awards. Today, he leverages his unique background to serve niche clientele through wealth management and tax preparation services. Kluskowski actively shares his expertise through publications like The Game Changer's Guide to a Better Financial Life. In this episode of Building the Premier Accounting Firm, host Roger Knecht has an insightful discussion with Paul Kluskowski, an experienced financial advisor and tax consultant with expertise spanning over 20 years. They explore how Paul leveraged his diverse experience to build a successful tax and financial planning practice. Paul shares the story of how he made the transition into accounting and tax preparation services. After nearly a decade working in operations at a nuclear power plant, he returned to college to obtain a physics degree. Paul then became a Financial Advisor at Morgan Stanley where he ranked in the top tier before making the leap into tax services by earning his Enrolled Agent credential. Roger and Paul discuss Paul's valuable insights, strategies, and lessons around purchasing established tax practices, structuring win-win deals with retention clauses, building referral relationships, specializing in niche markets, developing efficient remote workflows, and effectively utilizing client portal technologies. The catalyst for Paul's transition was recognizing the high demand in the market and seizing the opportunity to add bookkeeping, accounting and tax services by becoming an Enrolled Agent. His story provides inspiration for professionals considering a switch into the accounting field later in their careers. Based on lessons learned from two purchases, Paul shares recommendations around valuation, retention planning, obtaining past tax returns, and avoiding platform transfer issues. Paul advocates for purchase terms with retention clauses and revenue thresholds to create wins for both buyers and sellers over the long term. These kinds of deals enable smooth transitions when buying remotely. Paul understood the value of developing symbiotic referral relationships with professionals who provide complementary services. By establishing connections with a bankruptcy attorney and tax resolution specialist, Paul was able to benefit from steady sources of new client referrals. The bankruptcy attorney began regularly referring Paul to new clients who needed assistance getting their tax filings up to date. Early in his career, Paul worked for almost a decade as a diesel mechanic. This hands-on industry experience gave him in-depth familiarity with tools and supply franchise models. So when the opportunity arose for Paul to acquire a tax practice with multiple Snap On Tools franchisee clients, he leveraged his unique background knowledge to quickly build rapport and craft tailored offerings. By specializing in providing bookkeeping, tax preparation, and advisory services for franchisees in tool distribution, Paul and his team gained efficiencies through dealing with repetitive client situations. They were able to streamline and systematize their processes to enable smoother operations and higher profitability within this niche target market. Paul highlights the game-changing capabilities of client portals coupled with tools like Quickbooks Online for smoothly exchanging documents and keeping projects on track in virtual engagements. Paul Kluskowski's unique professional background has fueled his ability to deliver specialized services in accounting and tax preparation for niche client groups. His insights around identifying opportunities, purchasing and building successful practices, leveraging referral networks, niching effectively, streamlining remote operations, and integrating technologies can help accounting professionals grow and enhance their own firms. For more insights like this, subscribe and follow The Premier Accounting Firm podcast. Remember, if it's about accounting it's universal. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Speak with Paul Kluskowsk

Join us this Wednesday for a new episode where Roger discusses pracice purchases, referal relationships, and strategic alliances with Paul Kluskowski.

Join us as we revist this conversation from November 2022. This week, we see the return of Specialty Bookkeeping, LLC owner Tyler Otto as he and Roger talk about why accounting firms are now among the top targets of scammers. Having hired a professional cybersecurity firm himself, Tyler shares his experience and why he decided to hire professionals to guarantee his security and his remote working employees. Tyler also shares a case study of a popular cashier's cheque fraud as well as some tell-tale signs that you are being scammed. They also discuss 2-step factor authentication and other top security measures to protect yourself and why it is important to have standard operating procedures for yourself and employees to protect your client information. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Tyler Otto Tyler Otto along with his wife Karen are the owners of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify clients' financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry, where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020. His primary focuses include database architecture, Visual Basic scripting, forecasting, budgeting, and data mining. His recent activities include performing large financial system migrations for several companies spanning the hospitality to the construction industry. Tyler has a passion for team development and promoting fun and collaborative cultures. He believes that a dedication to continuous improvement and learning is the backbone of any successful venture. He loves helping clients make more money. His career has been focused on serving as a financial analyst and business partner, helping business managers make strategic decisions that will grow their businesses for years to come. Tyler is a fanatic about making new relationships and collaborating with others on large projects. He lives in Salt Lake City, Utah with his wife Karen and two children. When he's not geeking out in Visual Basic, he's found in the woodshop doing any number of woodworking projects or on his road bike. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Be sure to connect with Tyler on LinkedIn Also, follow Tyler on social media for more information and a weekly dad joke! www.instagram.com/specialtybk www.linkedin.com/company/specialtybk Lastly, be sure to get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

In this week's episode of Building the Premier Accounting Firm, host Roger Knecht has an insightful discussion with financial freedom expert Adam Carroll about gaining control of your money and eliminating debt. Adam shares how many of our unhealthy financial habits stem from childhood experiences and parental modeling around ages 0-9. He reflects on formative experiences in his own childhood that shaped his money mindset, such as his father becoming unemployed and his exposure to both poverty and wealth growing up. A key takeaway from Adam is the importance of living within your means, especially for couples. He and his wife made the strategic decision early in their marriage to live on one income and devote the other entirely to debt repayment. This sacrifice and discipline allowed them to become debt-free much more quickly. Eliminating debt provides huge emotional liberation, as Adam describes. Without the burden of debt, you can begin building wealth and enjoying total financial freedom. Adam also emphasizes the value of giving kids hands-on learning experiences with money from a young age. He shares how his popular TED Talk came about from playing Monopoly with his own kids using real cash. Later in the discussion, Adam explains his powerful debt elimination system called The Shred Method. This strategic approach utilizes revolving lines of credit to accelerate debt payoff. If you feel trapped by debt or want to develop healthier money habits, don't miss this fascinating conversation. Subscribe for more practical advice from Roger and his expert guests on gaining financial freedom and building true wealth in your business and personal finances. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Adam Carroll Through the use of The Shred Method, Adam Carroll paid off his home in record time saving over $180,000 in interest in the process. He's sharing this strategy with the world in order to help people 'free themselves to be themselves'. Adam has published four books, produced an award-winning documentary on student loan debt, has a TED talk with over 5 million views, and helps people achieve true financial freedom in their lives. More than financial freedom, Adam is all about helping people achieve time freedom, relationship freedom, and service freedom. 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" – the how-to-guide e-book for accounting professionals "in the BLACK, nine principles to make your business profitable" – e-book The Shred Method is a mortgage acceleration program for people who are eager to achieve financial freedom from their largest liability. As a listener of the show, you will receive $200 off the registration price of the program and a free month of the software that powers The Shred Method. Click the link in the show notes... https://www.theshredmethod.com/a/2147514635/W8L2mVis Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Wednesday for a new episode where Roger discusses emotional ties to money, raising kids who thrive with money, and eliminating debt with The Shred Method with Adam Carroll.

Join us as we revist this conversation from November 2022 On this week's episode, Roger has a chat with Will Hill; financial services consultant, CEO and founder of Will Hill Consultants LLC on various topics. They talk about how accountants can communicate effectively with clients, client retention as well as how to build and maintain client relationships. Will also explains the differences between Accounting and Advisory services as he also goes deep into what CFO services are. He also talks about how accountants can offer more value to clients by creating bundled offers. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: William Hill Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession - which Will has been serving since 2001. Through his 20+ years in the profession, Will has taught countless classes on firm management, change management, and advisory services. His travels to implement software and perform business workflow consulting have taken him to over 400 firm offices to work directly with firm owners and their team members. Known for his combination of creativity and practicality, Will brings his passion to each article, webinar, podcast or coaching engagement he embarks upon. In 2021 Will was named by Accounting Today in their "Top 100 Most Influential People in Accounting" list. Will has also twice been recognized by the CPA Practice Advisor in the "Under 40" lists (sadly, no longer eligible for any 'Under 40' awards). Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Book an appointment to meet with William LinkedIn: https://www.linkedin.com/in/wghill/ Email: [email protected] Website: https://willhillconsults.com/ Book an appointment: https://calendly.com/willhillconsults/30-min-conversation Color Accounting: is designed to make it easier to learn the fundamentals of accounting. It is an augmentation to the process that you know so well. https://universalaccountingschool.com/color-accounting-ca/ Advisory Services: Offer CFO & Advisory services with confidence following a proven process. Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON their business https://universalaccountingschool.com/cfo-advisory-services/ For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

In this thought-provoking discussion, your host Roger gets the unique perspective of the accounting industry from 20-year industry observer Seth Feinberg, founder of Accountants Forward. Seth shares his unique perspective on the accounting profession gained from 20+ years as a business journalist. They explore major transitions the industry has undergone in recent decades - from the move to digital processes to navigating regulatory changes. He and Roger also dive into the value of live events and conferences for connecting with peers and gaining inspiration. They debate the emergence of advisory services and how accountants can monetize their expertise. Seth points to communication and listening as central to an advisory role. Seth provides an optimistic view of AI, emphasizing that automation brings opportunities to reinvent and reevaluate. He advises professionals to embrace change through continual learning. Tune in to this episode to hear perspectives on evolving client needs, transformative technologies, and maintaining relevance. Learn more and subscribe to Building the Premier Accounting Firm on your favorite podcast platform for weekly episodes with accounting experts. Visit UniversalAccountingCenter.com for additional accounting resources to build your premier firm! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Seth Fineberg Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Sign up for Seth's free Newsletter HERE: https://sethfineberg.com/ (at the bottom of the page) Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals "in the BLACK, nine principles to make your business profitable" – e-book It's as a certified Profit & Growth Expert you are able to confidently work with your clients to apply in their businesses the proven Universal Business Builder principles. Now is the time to complement your accounting and tax services with the high-paying CFO & Advisory Services business owners need. Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Wednesday for a new episode where Roger discusses how accounting has evolved with Seth Fineberg.

Join us as we revist this conversation from November 2022 This week, Roger sits down with author and scalability expert Brad Fisher as they talk about everything scalability. Brad introduces the concept of scalability, what it is and what it can accomplish for your business. He also talks about the key difference between scalability and automating your business. Brad and Roger also talk about what the six scalabilities are, how entrepreneurs can be scalable, among many other topics. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Brad Fisher Brad Fisher works with business leaders who want to unlock the long-term potential of their companies and their families. He speaks and writes about scalability, leadership, and family business matters. He recently published a book called Family Business Abundance. Brad is the co-founder and Managing Partner of The Scalability Leadership Group (SLG). His company works primarily with Growth Stage Companies that want to streamline their operations and enhance their results. He has devoted most of his career to entrepreneurship in the business-to-business, technology, healthcare, family business, and private equity investment arenas. Brad has built, acquired, and consulted with many companies during his career across a wide range of industries. He calls himself a Transformationalist, and he loves taking organizations to the next level. Brad Fisher received an M.B.A. from Stanford University and a B.S. in Economics from the University of Minnesota. He serves as a board member of several fine companies and non-profit institutions. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Contact Brad for a strategy call at [email protected] And don't forget to have a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this edition of "Building the Premier Accounting Firm," the host, Roger Knecht, engages in a thought-provoking conversation with Amy Franko, a renowned sales expert and a distinguished LinkedIn Top Sales Voice. Amy imparts her invaluable insights into the realm of sales strategies and the cultivation of a business development mindset tailored specifically for accounting professionals. The discussion commences with Amy drawing a clear distinction between sales and marketing, delineating sales as the direct engagement with potential clients while underscoring marketing's role in establishing general brand recognition. Amy underscores the significance of devising a robust sales strategy and methodology, underpinned by the appropriate technological tools, streamlined processes, and comprehensive skills training. This amalgamation forms the bedrock of what she terms a "business development mindset." They talk about why many accounting professionals don't perceive themselves as salespeople. Nevertheless, Amy underscores the development of confidence and competence in articulating their services and pricing as an absolute necessity. Amy also stresses the art of posing pertinent questions, actively listening to clients' needs, and customizing solutions in response. She highlights the ideal stage of a professional's career at which to foster these sales skills. Amy counsels harnessing the capabilities of technology frameworks and enhancing one's remote communication proficiencies. Furthermore, she emphasizes the creation of a direct client database, advocating a proactive approach rather than sole reliance on social media platforms. In her role as a business owner, Amy underscores the value of fostering collaborations with her bookkeeper, CPA, and financial planner, enabling her to make informed decisions from multifaceted perspectives. She encourages accountapreneurs to fortify their relationships with clients through connections with other trusted advisors. As the episode draws to a close Amy reminds entrepreneurs to consistently assess their growth strategies and ensure the presence of well-defined business development structures and honed skills, vital for attaining their objectives. For more tips and advice on how to make your firms the premier accounting firm in your area, be sure to subscribe to the 'Building the Premier Accounting Firm' podcast to stay updated with the latest trends and insights in the accounting and business world. Remember, if it's about accounting, it's universal! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Amy Franko Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs. Recognized as a LinkedIn Top Sales Voice, Amy is the leading expert in modern sales strategies—including in-demand sales training programs, sales strategy, and as a sales keynote speaker and leadership keynote speaker. She guides growth-oriented organizations to significantly improve their results through B2B sales strategy and sales team skill development. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Download Amy Franko's eBook: Essential Strategies for Sales Growth in Today's Markets Sales is the growth engine of any successful organization. When done well, modern selling is a way to earn trust, help your clients solve problems, and make their business better—even in times of disruption and ambiguity. https://amyfranko.com/resources/ebooks/essential-strategies-for-sales-growth/ 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" – the how-to-guide e-book for accounting professionals "in the BLACK, nine principles to make your business profitable" – e-book Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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. For Additional FREE Resources for accounting professionals check out this

Join us this Wednesday for a new episode where Roger discusses business development strategy with Amy Fanko.

Join us as we revist this conversation from October 2022 In this week's episode, Roger links up with a fellow accounterpreneur, Reanna Ritter as they have an intricate chat about running an accounting business. Reanna opens up about what drew her into accounting, how she started off her career eventually starting her own business. She talks about her journey as an accounterpreneur , the challenges she has faced and the false beliefs she had to overcome while running her business. She talks about why she chose to outsource her staff offshore rather than locally as well as the advantages and challenges of doing so. Reanna also shares her bad experiences dealing with some of her clients and why it was essential for her to create boundaries. She says that she turned to a coach who helped her improve both personally as well as how she was running her business day to day. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Reanna Ritter Reanna Ritter the owner and founder of Ritter Accounting & Consulting. Ritter Accounting & Consulting provides outsourced accounting solutions to small and midsize companies, looking for accurate, timely and relevant visibility into their financial performance, while saving time and money on non-value-added activities. Reanna is born and raised in beautiful South Lake Tahoe. She began working at the age of 15 and put herself through college earning a Bachelor of Science Degree in Accounting in 2012, and a Master of Business Administration in 2017. Her goal is to help small to mid-size companies improve their customer and employee experiences as well as increase profit. She enjoys hiking, golf, swimming, camping, traveling, theme parks, singing, dancing and spending time with her friends and family, and exploring the wine country. She lives in La Quinta, California with her husband and two children. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: Profit First E-Book "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another captivating episode of "Building the Premier Accounting Firm". In this episode, Roger engages in an enlightening conversation with Brian Bigham, the Vice President of Madison SPECS, famously known as the "CostSeg Cowboy" in the realm of social media. Madison SPECS is a division of Madison Commercial Real Estate Services, renowned for its expertise in cost segregation—a tax strategy that holds the potential to yield significant benefits for commercial real estate investors. Brian begins by giving us a backstory of his unique persona the "CostSeg Cowboy." He talks about his background in the real estate industry and his transition to cost segregation. This transition has allowed him to offer insights to accounting professionals and real estate investors on how to maximize tax savings in the complex landscape of commercial real estate. The heart of the discussion centers on cost segregation, which Brian skillfully simplifies for us. Cost segregation is revealed as a powerful tax-saving strategy, and the potential for significant savings is further illuminated through the concept of bonus depreciation. Brian shares with us a remarkable success story of one of his clients, who was heavily involved in apartment syndication. Brian's reveals the strategies he used to enable this client to implement cost segregation, leading to a remarkable transformation in their tax savings. Brian also breaks down the various types of properties and how different factors impact depreciation benefits. He elaborates on the distinction between properties like car washes, manufactured housing developments, breweries, and vineyards, which possess numerous components for accelerated depreciation. Conversely, properties like warehouses, characterized by minimal components, offer comparatively lower tax savings. This insight provides valuable guidance to accounting professionals and real estate investors in identifying the properties that offer the most advantageous tax benefits. Brian encourages accounting professionals to seek resources, ask questions, and stay updated with evolving tax strategies related to real estate. He highlights the importance of collaboration and learning from experts in the field. For more insightful episodes like this, be sure to subscribe to 'Building the Premier Accounting Firm' so you can gain more insights from the experts and learn how you can grow in your accounting career while maintaining the lifestyle you desire. Remember, if it's about accounting, it's universal! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Brian Bigham Brian Bigham is the Vice President for Madison SPECS (also known in the social media world as "The CostSeg Cowboy", which is a division of Madison Commercial Real Estate Services. In 2017, he joined the Madison team for the Cost Segregation Department at Madison SPECS. Brian has spoken at over 50 events in the last 5 years bringing awareness and education to the highest levels of tax related benefits regarding commercial real estate. Madison SPECS as a company has done over 16,000 studies in all 50 states saving over $2 Billion in accelerated tax depreciation! Brian earned a Bachelor of Science Degree in 2005 from Texas Tech University, and completed Graduate work and Certification at Abilene Christian University in 2008. 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 Estimate on any Real Estate Deal by CLICKING HERE! 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" – the how-to-guide e-book for accounting professionals "in the BLACK, nine principles to make your business profitable" – e-book Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to

Join us this Wednesday for a new episode where Roger discusses cost segregation with Brian Bigham.

Join us as we revist this conversation from October 2022 Justin Hatch, CEO of Reach Reporting, explains the importance of reporting and how accountants and advisors can use reports to expand their business and clientele. Justin discusses the founding of Reach Reporting and how the software has managed to fill a gap in the market by catering to the needs of accountants. He also outlines the advantages Reach Reporting has for accountants, such as helping them make the transition from traditional to advisory accounting. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Justin Hatch Justin Hatch is the co-founder and CEO of Reach Reporting. Justin is an industry expert in business management, specializing in software development and financial reporting. He freely shares his rich entrepreneurial experiences to help others succeed. Justin's passion lies in providing accountants and business owners the tools they need to uncover and understand valuable insight buried in the rows and columns of financial statements. As a business owner, Justin knows how essential it is to understand a business's finances in order to sell a business, acquire investors, or create a solid business strategy. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Visit Reach Reporting and recieve 30% off of all packages for the first 6 months with code "UNIVERSALACCOUNTING30" Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another insightful episode of the Building the Premier Accounting firm podcast, hosted by Roger Knecht. In this episode, you will be treated to a captivating conversation with Blake Oliver, an accomplished CPA, entrepreneur & podcast host. They talk about an array of intriguing topics, offering a wealth of valuable insights for accounting professionals and business enthusiasts alike. Blake starts by sharing his remarkable journey and how he ended up in the Accounting world. Intriguingly, while initially pursuing a career as a cellist and dreaming of playing in an orchestra, he found himself unexpectedly drawn into the world of bookkeeping. The conversation turns on his venture into the tech sector and the vital need for accountants to navigate the evolving landscape, particularly in the realm of subscription-based business models. They discuss key metrics such as lifetime value and cost per acquisition emerge as crucial considerations, reinforcing the need for accountants to stay ahead in a changing financial landscape. They also delve into various aspects of business management for CPAs, including effective time management strategies and business expansion. Blake offers invaluable insights into achieving a balance between professional growth and personal interests, drawing from his personal experiences. As the episode draws to a close, Blake expresses his deep affection for the accounting profession and encourages us to seize the abundant opportunities it presents. This episode is a treasure trove of knowledge and inspiration for accounting professionals and business owners looking to thrive in the ever-evolving Accounting industry. To stay updated with the latest trends and insights in the accounting and business world, be sure to subscribe to 'Building the Premier Accounting Firm'. Remember, if it's about accounting, it's universal! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Blake Oliver, CPA Blake Oliver, CPA, is an accountant, podcaster, and entrepreneur who specializes in financial technology. Blake is the creator of Earmark CPE, an app that offers NASBA-approved CPE for listening to your favorite accounting and tax podcasts. He also co-hosts the Accounting Podcast, the most popular podcast for accountants and bookkeepers in the world. Blake lives in Scottsdale, Arizona, where he likes to hike the Sonoran Preserve and play his cello. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Calling all CPA's & EA's. Take advantage of this great platform to earn your CPE's and receive great training and information. Earn CPE for listening to podcasts! Download the free app at www.EarmarkCPE.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: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Wednesday for a new episode where Roger discusses the subscription economy with Blake Oliver.

Join us as we revist this conversation from October 2022 This week Roger invites back to the show, 'The Pitch Queen' Michelle Weinstein for a hard-hitting and informative conversation. Michelle goes in-depth as she explains what marketing is, and the differences between marketing and sales including how and when marketing turns into sales. She also explains why we should never negotiate or lower our prices under any circumstances and talks about the different types of objections we might face and how we can overcome them and increase our closing rates. She also talks about her experience working with the Suicide Hotline and she explains how we should help a loved one or anyone who is in a dark place in their lives. Michelle also shares some resources we or our loved ones could reach out to when we are in that dark place. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Michelle Weinstein Michelle is the founder of The Abundant Accountant and helps accountants to grow their firms to 7-figures and beyond by making selling FUN. She has successfully trained accountants, CPAs, EAs, bookkeepers, and other financial professionals how to charge higher fees and double their firm revenue. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Charge top dollar for your services www.chargehigherfees.com Book: Never split the difference Get the sales training built specifically for accounting professionals so that you can Sell with Confidence by applying the principles of Strategic Selling. Take a moment and download this overview of the process with this Cut to the Chase pdf 988 Suicide & Crisis Lifeline The resources and information on this page are designed to help states, territories, tribes, mental health and substance use disorder professionals, and others looking for information on understanding the background, history, funding opportunities, and implementation resources for strengthening suicide prevention and mental health crisis services. Podcast, before you kill yourself For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another captivating episode of Building the Premier Accounting Firm. In this episode, we delved into the remarkable journey of Mark Kappelman, an entrepreneur whose path has intertwined with the worlds of accounting, real estate, and business. Mark's story begins with a pivotal realization during his formative years – the profound understanding that accounting is the fundamental language of business. This epiphany served as the initial spark, propelling him onto a career path in accounting, one that would eventually evolve in unexpected and rewarding ways. Mark's journey took him through the hallowed halls of auditing, providing him with a solid foundation in the accounting profession. This experience equipped him with the skill set to assess businesses for valuation, a critical aspect in understanding their financial health and true worth. As Mark progressed in his career, he found himself lured by the potential for wealth creation in the world of real estate investments and property management, a path he embraced with vigor. It was through the teachings of Robert Kiyosaki's renowned book, "Rich Dad, Poor Dad," that Mark's perspective on financial freedom shifted. He seized the opportunity to explore the world of real estate and eventually built a thriving real estate business boasting assets valued at a staggering $15 million. This bold leap into entrepreneurship allowed Mark to embrace not only the intricacies of property management but also the entrepreneurial spirit that drives success in this dynamic field. Mark's entrepreneurial journey came full circle as he returned to the realm of accounting, this time as the founder of a thriving bookkeeping business niched within the real estate industry. Mark's journey underscores several key takeaways for aspiring entrepreneurs and accounting professionals. The importance of recognizing opportunities, being open to change, and having the courage to embrace an entrepreneurial journey cannot be understated. Mark's story serves as an inspiring testament to the notion that calculated risks, while intimidating, often yield substantial rewards. Mark Kappelman's parting words of wisdom resonate deeply: "Give it a shot." Whether one chooses to venture into the realm of private business ownership or opt for a more traditional accounting career, there will always be a demand for accounting professionals. For more insightful episodes like this, be sure to subscribe to 'Building the Premier Accounting Firm' so you can gain more insights from the experts and learn how you can grow in your accounting career while maintaining the lifestyle you desire. Remember, if it's about accounting, it's universal! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mark Kappelman Mark Kappelman is the co-founder of RealEstateAccounting.Co and a seasoned professional who brings a wealth of experience from his background in accounting, operations, and real estate. He's spent seven years working in public accounting for top firms like PwC and Ernst & Young and has honed his financial acumen. But Mark doesn't just talk the talk as he's also walked the walk by building a personal real estate portfolio worth over $15 million and has a hands-on approach to real estate transactions. With degrees from Arizona State University and certifications as a CFA and CPA, he's well equipped to tackle complex real estate financial topics with ease. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Speak with Mark for advice Mark has offered to our listener's some of his time to answer your questions. If you would like, please book a meeting with him here if you'd like to connect by going HERE! https://www.realestateaccounting.co/thank-you/?utm_content=homebtn1 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: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universa

Join us this Wednesday for a new episode where Roger discusses niching and real estate with Mark Kappelman.

Join us as we revist this conversation from October 2022 This week Roger has a fun and compelling conversation with accountant and author Anish Baheti. Anish shares his journey of becoming an author and why he is now an educator who seeks to simplify complex concepts to his students. Anish shares how he managed to simplify Accounting concepts using a card deck and how accountants could use the same card trick with their clients and as a result stand out and help their clients feel comfortable with accounting. Roger and Anish also share their journey's to finding their purpose and why it is important for all of us to find our purpose in life. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Anish Baheti Inspirational Keynote Speaker, Anish Baheti is an award-winning author and a purpose coach to professionals of all walks of life. He's often heard saying that God has been kind in showering him with two skills – Simplifying the Complex and Inspiring the Uninspired.As the Founder and CEO of Train My Brain® (IND) & Concepts Coach® (AUS), Anish has delivered thousands of entertaining, energizing, and engaging sessions. Helping educational institutions, corporate offices, entrepreneurs, teachers, students, and athletes alike, Anish has formed a lasting presence in the world of life improvement.Anish is passionate about simplifying the complex by creating an experiential learning deck of 52 cards, making meaningful interactions with the audience, and helping them connect the dots, all of which make him a much sought-after speaker. Listeners love his bite-sized practical strategies that they can apply both personally and professionally.Anish shows each participant how to delve deep into oneself and reconnect with what matters most, so they can lead a life by design and not by default. His signature program, The Life Deck® (52 cards from 'needs' to 'purpose') captures the journey from self-inquiry to self-realization beautifully and can be implemented by anyone in a self-paced way. The Numbers Deck® is another fun program to teach Accounting to Non-Accountants in less than 90 minutes just by making them play with a deck of 52-Cards.After spending his early life in India, Anish lived in Australia, becoming familiar with reliable, lasting brands as their success became his own. Not all victories were immediate, however. His life has dealt him many challenges, but now that he can reflect, his growth and success are more rewarding than he had ever imagined. His life's journey has now brought him to a place where he can help others overcome their struggles and have the life they dream of. He has a limitless appetite for helping others maximize their potential and his work continues to touch audiences from every walk of life.Anish earned his Chartered Accountant degree from ICAI and his MBA from the University of Technology, Sydney. He's also a Certified Life Coach from Australia and a Certified Brain Mapping Practitioner from the UK. Anish's honors include winning the Outstanding Leadership Award in Las Vegas USA in 2022, being voted as one of the winners of the Education and Training Award in Australia and has been named to BW Education 40Under40 list in 2020. Train My Brain® has also won the Best Companies Award in Dubai UAE in 2022. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: For listening to this episode Anish is sharing with us his online training for which is the Accounting for Non-Accountants (on-demand video course) using a deck of 52-Cards. It's The Numbers Deck which can be found HERE. Go now and save 25%. In addition, you'll also want to experience Color Accounting. This course is helps individuals learn the accounting model in a fun interactive way. It is used by both accounting professionals and business management to understand and communicate more effectively when it comes to discussing the language of business. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast, and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this engaging episode of 'Building the Premier Accounting Firm,' host Roger Knecht sits down with Leslie Liondas, the owner of Leslie Liondas CPA PLLC. Leslie's remarkable journey from a single mother looking to reenter the workforce to the owner of a thriving accounting firm is nothing short of inspiring. She's not only built a successful business but also prioritized her lifestyle by creating opportunities for extensive travel, fostering stronger client relationships, and nurturing her family. Leslie emphasizes the importance of controlling imposter syndrome, a feeling that plagues many accountants, particularly when overwhelmed with the demands of their business. She suggests that to serve clients effectively, it's crucial for accountants to first align their business with their own goals. Through her experiences and insights, she encourages fellow professionals to find a mentor or coach who can provide guidance and shortcuts in their journey, helping them avoid reinventing the wheel. The conversation delves into Leslie's deep sense of commitment to her children and the incredible lessons she's passed on to them. She instilled the idea of pursuing one's dreams without giving up, and her daughters have successfully pursued their own goals, showcasing the power of setting an example as a parent and business owner. Leslie and Roger also discuss the joys of travel. Leslie shares her incredible road trips with her children, taking them to various destinations, including road trips from Texas to New York and San Diego. Her love for travel is apparent, and she's now planning a two-week unplugged trip to Hawaii with her business partner, showing how she maintains a balance between work and personal life. In conclusion, Leslie's story highlights the possibilities within the accounting profession. She urges accountants, whether starting or well into their careers, to seek alignment and embrace change when necessary. To overcome feelings of overwhelm and control, it's important to document, duplicate, and delegate. This inspiring conversation reminds listeners that they can shape their businesses to match their desired lifestyle, and they don't have to go through the journey alone. For more insightful episodes like this, be sure to subscribe to 'Building the Premier Accounting Firm' and discover how you can excel in your accounting career while maintaining the lifestyle you desire. Remember, if it's about accounting, it's universal! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Leslie Liondas Leslie Liondas is the owner of Leslie Liondas, CPA, PLLC where she helps other accountants, bookkeepers and tax professionals get off the hamster wheel through our Business Evolution Systems, ClickUp Implementation and outsourced bookkeeping services. Her goal is to help her clients work towards their ideal business. She loves helping other accountants and bookkeepers enjoy their business again and NOT work all the damn time! Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Leslie has invited us to Join her Facebook Group: https://www.facebook.com/groups/scalingtoceo 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: "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 the time to also work ON your business, applying the principles found in the Turnkey Business plan for accounting professionals. This is your opportunity to access the course for FREE and see what it is you can do to have the premier accounting firm in your area. Click here to get started! For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Wednesday for a new episode where Roger discusses building a firm you actually love with Leslie Liondas.

Join us as we revist this conversation from October 2022 This week, your host Roger interviews a perky and energetic guest, Shaily Hakimian who talks us through how to activate the power of social media and use that power to boost our end goal, profitability. Shaily shares why it is important for us to have social media profiles, how we can manage our social media accounts on our own, and when it is necessary to hire someone to take up that role instead. She also talks about why it is important for us to be personable online and shares some tips for us to be able to come up with great social media posts. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Shaily Hakimian Shaily started doing social media for her hobby community in high school… ON MYSPACE. She didn't realize what she did was doing social media until after college when she saw a question on a job application asking if she had ever managed an online community, and she realized there was something there. She graduated from Indiana University with a degree and certification in elementary education K-6, and she now uses those mad teaching skills to lead workshops, work with business owners 1-on-1 training them on social media, and has coached 200+ B2B consultants on how to use LinkedIn to grow their business. She guides business on how to stay top of mind with their community and referral network using social media. I hold them accountable and boost their confidence in themselves, what they have to offer, and their own social media abilities. She loves live streaming, event social media, live Tweeting, and comment engagement. She is a Persian-Moroccan Indiana University Grad who loves cheesy icebreakers, bubble tea, poker, reality competition shows like Big Brother and Survivor, TEDx conferences, magic, flea markets, the Jewish community, and her sequin closet. Teacher of social media as a tool of empowerment Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: https://www.yoursocialmediasherpa.com/fav-profiles Go to https://www.yoursocialmediasherpa.com/fav-profiles to get Shaily's favorite LinkedIn profiles for inspiration. Viewers can also stream full length workshops on LinkedIn, social media networking, and marketing your career absolutely free on YouTube. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another insightful episode of Building the Premier Accounting Firm, hosted by Roger Knecht. In this episode, Roger engages in a thought-provoking conversation with the guest, Mike Every, COO & co-founder at FilmLaab, as they delve into the crucial aspects of leadership, mission statements, and effective financial management. Mike shares his expertise as he emphasizes the significance of establishing clear accounts receivable processes within a business. He underscores the importance of not only getting paid for products and services rendered but also reducing the need to write off unpaid bills that may end up in collections. One of the key takeaways from the conversation is the importance of identifying the right person within a client's organization who handles bill payments. Mike highlights that many times, the person you're initially in contact with might not be the one responsible for this crucial task. This underscores the importance of clear communication and direct interaction with the decision-maker. Mike stresses the value of setting clear payment terms right from the outset. He discusses the significance of specifying deposit amounts and due dates in contracts, allowing clients to budget effectively and avoid unexpected invoices that can strain their finances. Roger and Mike also have a discussion on mission statements and leadership. Mike shares his insights on the need for companies to have a clear and compelling mission statement. He believes that every leader should not only know but also wholeheartedly believe in their organization's mission. Without this clarity of purpose, leadership becomes challenging, and organizational goals may become unclear. This podcast episode also touches on the art of asking the right questions. Mike emphasizes creating a safe and open environment for employees and clients to engage in meaningful dialogue. This approach allows for the collaborative generation of solutions and fosters an atmosphere of trust and innovation. This episode provides valuable insights into leadership, mission statements, and financial management. Mike's expertise and practical advice offer listeners a clear roadmap to success in these critical areas of business. If you're seeking ways to enhance your leadership skills, clarify your organization's mission, and improve financial management, this episode is a must-listen. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mike Every Mike Every has over 19 years of experience in having fun and leading teams to success. Mike has worked for both Fortune 500 companies and small businesses, including McDonald's, Costco Wholesale, The Paul Mitchell Schools, and FilmLaab. Mike likes a challenge and finding a solution to it. He is a big believer that "when people come first, success will follow." 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" – the how-to-guide e-book for accounting professionals "in the BLACK, nine principles to make your business profitable" – e-book Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Wednesday for a new episode where Roger discusses leadership and culture with Mike Every.

Join us as we revisit this conversation from 2022 This week, Roger chats with business owner, coach, and host of the Simplifying Entrepreneurship podcast, Pete Mohr. They talk about the everyday frustrations facing entrepreneurs, frameworks, and systems that can help overwhelmed business owners including; the 5 Ps i.e. Promise, Product, Process, People & Profit, and how they can help in running a successful business. Pete also shares why it is important for entrepreneurs to work with coaches and mentors, and also why it is important for them to give back to the community. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Pete Mohr Pete Mohr is the host of his own podcast show 'Simplifying Entrepreneurships'. He also works with entrepreneurs transforming their frustrations into freedoms by using a variety of frameworks that help them cut through the chaos and overwhelm their business. With 27 years as a business owner, he's refined many of his tips, tools and techniques in the trenches with his own business. He started coaching other business owners because of his belief that you should own your business and it shouldn't own you. Offers: Listen to the "Simplifying Entrepreneurship Podcast" https://simplifyingentrepreneurship.com/simplifying-entrepreneurship-podcast/ Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this insightful podcast episode, Roger Knecht engages in a compelling conversation with Larry Harding, the Founder & CEO of HSP Group, a seasoned expert in global expansion and international operations. Throughout the episode, Larry shares his wealth of knowledge, offering valuable guidance to accounting professionals and business owners looking to navigate the complexities of international expansion. Larry kicks off the discussion by highlighting the immense opportunity that global expansion presents for accounting professionals. He underscores the critical role accountants can play in guiding their clients through the intricacies of international business expansion by asking the right questions and providing informed advice. Next, Larry delves into the essential questions accountants should ask clients who are contemplating international expansion. These questions include timing, location, the nature of the business opportunity, planned activities, banking solutions, future expansion prospects, and criteria for success. These inquiries serve as a foundation for a strategic and well-informed approach to global expansion. The conversation shifts to key considerations that businesses must take into account when expanding internationally. Larry emphasizes the necessity of legal representation in establishing business entities and highlights the importance of understanding tax requirements, setting clear timelines and budgets, and determining when to expect a return on investment (ROI). Larry underscores the significant value that accounting professionals bring to the table during the global expansion process. He emphasizes that accountants can provide substantial assistance to clients by asking insightful questions, offering guidance, and helping navigate the challenges inherent in international initiatives. Larry and Roger also explore the challenges of managing expatriate employees working in foreign countries, touching on topics like work visas, income tax, and social tax liabilities. Larry emphasizes the need for accountants to be well-prepared to address these complexities when supporting clients in their international expansion efforts. The episode concludes with Larry highlighting the significance of the global economy and the abundant opportunities it offers for small businesses. He encourages accounting professionals to help their clients make well-informed decisions as they venture into international markets, reinforcing the pivotal role accountants can play in clients' global expansion initiatives. This episode is your passport to a comprehensive and riveting guide on global expansion and international operations. Larry Harding's expertise and the thought-provoking questions he shares are not just tools but keys to unlocking the vast potential of global business. Tune in to position yourself as an essential partner in your clients' extraordinary global expansion journeys. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Larry Harding Experienced CEO, CFO, CPA and Entrepreneur, Founder & CEO of HSP Group, Inc. He focuses on the provision of software and consulting solutions for businesses dealing with the challenges of global expansion and international operations. Areas of expertise include International Business, Finance, Accounting, Consulting, Mergers & Acquisitions, Corporate Development, Venture Capital, Private Equity, and Executive Leadership. 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: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

Join us this Wednesday for a new episode where Roger discusses global expansion with Larry Harding.