Building the Premier Accounting Firm

Join us as we revisit this discussion from 2022 This week, Roger chats with best-selling author and speaker Daniel Blue about different and out-of-the-box strategies accountants can employ to help their clients diversify their investment portfolios, increase their cash flow, defer the payment of taxes and live life tax-free. They also talk about how you can better prepare your clients for retirement and help them collaborate with fellow business owners so they can learn from others' mistakes. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Daniel Blue Daniel is a regular contributor to forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over more than ten years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that led to life-changing results. Under Daniel's leadership, Quest Education has actually reached the 7-figure mark two years in a row with thousands of customers throughout the United States. He has also published a book, 'B.L.U.E Print To Your Best Retirement' and it's an amazon best seller. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: B.L.U.E. Print to Your Best Retirement: How to Access Your Retirement Account Penalty and Tax-Free https://www.amazon.com/Blueprint-Your-Best-Retirement-Tax-Free-ebook/dp/B09BHXZT2L/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=1629004119&sr=8-12 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 enriching episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this captivating episode, Roger sits down with the renowned best-selling author, award-winning speaker, and accomplished podcast host, Diana Lidstone. In a world often dominated by seriousness, Diana addresses a burning question: "Can you have fun at your work as an accountant?" Discover her unique perspective on infusing joy into your professional journey and how it can lead to enhanced success. Designing your business around your lifestyle is a dream many entrepreneurs share. Diana shares practical insights into aligning your business with your life goals, emphasizing the importance of striking that harmonious balance. Profitability is a cornerstone of any successful accounting firm. Diana explains how establishing robust processes and systems can be the catalyst for achieving and sustaining profitability. She also delves into delegation and how processes and systems can facilitate effective delegation, empowering you to focus on what truly matters. One of the most notable topics in this episode is Diana's perspective on charging clients for access to you as the entrepreneur. Uncover the brilliance behind this strategy and its potential to reshape your business model. Are you yearning to work less without compromising success? Diana outlines the systems you can set up to achieve this elusive work-life balance. Learn how to prioritize tasks in your business, ensuring that you're investing your time where it matters most. The age-old debate of working on your business versus working in your business is also explored in depth. Diana offers invaluable guidance on achieving the right balance and explains why it's crucial for long-term success. In the competitive world of accounting firms, differentiation is key. Diana highlights why setting your firm apart is important and provides actionable ways to accomplish this feat. She shares the "Authority Visibility Blueprint," a strategic framework comprising five essential steps. Diana delves into the common challenges entrepreneurs face with these steps and why sharing your vision with your team can be a game-changer. Discover why many entrepreneurs fall short of their desired success and how you can avoid the same pitfalls. From answering the million-dollar question to the power of differentiation, this episode is brimming with insights that will transform your accounting practice. Join us for a journey of discovery, inspiration, and transformation on "Building the Premier Accounting Firm." Tune in now and embark on a path to greater joy, profit, and freedom in your accounting practice! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Diana Lidstone A best-selling author, award-winning speaker & podcast host, Diana has been an entrepreneur for almost 40 years. She is known for her straight-talk, no BS and the simple business and marketing strategies that bring her clients more joy, profit and freedom. Her podcast, Work Less PROFIT More business offers tips and strategies for small firm owners who are tired of working too hard for too little profit and no life! www.dianalidstone.com Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Check out this Downloadable Gift - Its a checklist to help you with your marketing, 7 ways to differentiate your brand. Go HERE to get it NOW! Also, be sure to check out her 12 week program to learn and implement in your business. 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 Lastly, it's time to work ON your business. Here's the Turnkey Business Plan for accounting professionals. This is a free course you don't want to miss. Sign up NOW! 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 fun, joy, profit, and freedom with Diana Lidstone.

Join us as we revist this conversation from September 2022 This week, Roger chats with psycho-sales expert Chandler Walker about abandoning the old-school sales tactics of aggression and selling with compassion in mind. Chandler shares how he came up with his Compassion Conversation sales system, by applying cognitive behavior therapy and other Wellness ideologies to the sales process. Roger and Chandler also talk about the misconceptions of sales i.e. you have to be aggressive to sell as well as other ideas from his Compassion Conversation sales system i.e. timing, tempo & tone during the sales conversation, building rapport, overcoming objections as well as what you should be paying attention to in a conversation to avoid challenging your client's character. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Chandler Walker Chandler started his entrepreneurial journey after graduating from the University of Nevada Reno with a degree in Biochemistry and forgoing a medical pathway to pursue a brick-and-mortar wellness facility. He then pivoted to an online health practice a year before the COVID lockdowns. After scaling both businesses to the 7-figure level and doing 3000-4000 sales consultations, Chandler was frustrated with the way sales were taught. He was tired of the old-school objection handling, aggressive tactics, and salesy attitude taught by most sales trainers. So he looked back at what he was doing, combed through his notes, and created Compassion Conversations. A therapeutic-driven, psychological-based sales system centered around compassion and care. Chandler has taught over 3000 people his system of compassion Conversations and has the goal to change and redefine the landscape of sales altogether. Chandler also invests regularly in the crypto markets and bought Ethereum when it was $15, obtaining a 20,000% increase and turning $250 into 50k Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Chandler offers a 9-step Framework to selling without Manipulation, Aggression Tactic or Feeling Salesy : https://9step.cultureofcare.life/ 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" with your host, Roger Knecht. In today's episode, Roger sits down with a true trailblazer in the world of accounting and cloud technology, Kellie Parks. Kellie's journey is a testament to the power of transformation. She takes us on a fascinating ride, sharing her transition from the realms of marketing and branding into the intricate world of accounting. Discover how her unique background has shaped her approach to modern accounting practices. One of the highlights of this episode is Kellie's deep dive into her tech stack arsenal. She unveils the types of tech stacks she employs and how they serve as indispensable tools in her business. Learn about the crucial criteria that dictate her choice of technology, providing valuable insights for aspiring tech-savvy accountants. Client onboarding is a critical aspect of any accounting practice, and Kellie Parks seamlessly incorporates her tech stacks into this process. Tune in to discover her strategies for onboarding clients, even those who may not be fully comfortable with technology. The conversation takes an exciting turn as Kellie discusses the ongoing battle of Accountants versus AI. Delve into the reasons why accountants should embrace AI as an essential ally rather than a competitor. Kellie even shares the intriguing story behind her nickname for ChatGPT – 'Chazz.' AI is more than just a buzzword for Kellie; it's an integral part of her business. She reveals how she harnesses the power of AI to streamline operations and boost efficiency. Prepare to be inspired as she explains why accountants should not only embrace AI but also learn how to prompt it effectively. Curious about how industry giants like Intuit plan to integrate AI into their software? Kellie Parks provides insider insights into Intuit's AI roadmap, shedding light on what the future holds for accounting professionals. Security is paramount in the digital age, especially when dealing with AI. Kellie offers invaluable advice on how to keep your clients' information secure while working with AI. She also raises essential concerns about sharing client data in the AI era, encouraging caution and vigilance. This episode is packed with thought-provoking discussions, practical tips, and Kellie Parks' visionary approach to accounting in the digital age. Don't miss out on this illuminating conversation on "Building the Premier Accounting Firm." Tune in now and elevate your accounting game! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kellie Parks Kellie crafts processes and automation for future thinking accounting professionals who believe in the mightiness of online technology. She wants every accounting professional to love running a cloud-based business as much as she does. The keys to embracing the cloud are effective best practices, consistent communication and efficient processes, systems and workflows, which is why she has dozens of pre-built templates to take the pain of creating optimization in your firm off your plate. Certified or partnered in over a dozen cloud applications, she's also a proud member of the Intuit International Trainer Writer Network and the FreshBooks Partner Council. Kellie is a runner, water/snow skier and live-music fan. She is always wondering what you would do more of - outside of work - if processes, automation & apps gave you your life back!? Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Accounting and bookkeeping workflows and templates at a discount: 15% off all templates Code: UNIVERSAL - Go here and SAVE 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 AI, onboarding and tech adoption with Kellie Park.

Join us as we revist this conversation from September 2022 On this week's podcast, Roger Knecht interviews finance expert & CFO Andy Cristin, who has over 30 years of experience in the commercial sector, both working for and running businesses. They talk about Andy's journey from working in the commercial sector to starting his own business with Andy giving valuable advice to anyone looking to start up their own business. They talk about the importance of the CFO in the business and how as a CFO you can take your client's business to a whole new level by identifying key performance indicators they should be watching, budgets, and forecasts to help them manage their cash flow better and how accountants can take up the advisory role for their clients. Andy also discusses key concepts from his Amazon best-selling book, The Profit Mindset. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Andy Cristin Andy Cristin is a finance director and CFO with over 30 years of experience in a broad range of commercial organizations based in the UK, Europe, and the Middle East. He qualified as an accountant while working for a major UK food distributor moved to a European vehicle logistics business and then to a privately held business in the technology sector. During his career, he's worked for 11 different start-ups, three of which grew from nothing to become multi-million-dollar turnover businesses as well as being an adviser. He has been in the business himself, Co-founding a B2B service with a serial entrepreneur. They grew the business from 0 to $1,000,000 profit with zero to 50 employees in less than five years. The company was built with a sell in mind, and they achieved an average profit multiple in a sale to a French multinational company. Andy is the author of Profit Mindset, which is an Amazon number one bestseller and was shortlisted for the business of Book Awards. The book is designed to help business owners improve the finance side of their business. He is also a regular contributor to various business-related publications outside of work and he lives in Chelmsford UK with his wife and two university-age children. He is a keen sports fan, lifelong Liverpool supporter, and a regular spectator at Lords and Wimbledon. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Andy's new book and special offer for our listener's: He is happy to make available a pdf copy of his book "The Profit Mindset". He says that anyone can connect with him via Linkedin and request a copy by messaging him directly and mentioning this podcast, "Building the Premier Accounting Firm" with Roger Knecht. He is also offering a copy of his newest ebook called "Notes from a Small Business" which can be downloaded from his website https://www.pareto-fd.com Be sure to also take advantage of this offer to receive the following training: For FREE, The Turnkey Business Plan for accounting professionals Strategic Selling & Selling with Confidence And for FREE as well, this webinar addresses online marketing such as leveraging your social presence to get the clients you deserve. You'll also learn how to automate the entire process from marketing to sales. Don't miss this information-packed webinar to help you get the clients you deserve. 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 CFO & Advisory services as the premier accounting business today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Become a Profit & Growth Expert for your clients offering quality CFO and Advisory services. Learn how to best market, sell, onboard, and fulfill long-term engagements following the Universal Business Builder Model. 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 captivating live video episode of "Building the Premier Accounting Firm," your host Roger Knecht engages in a thought-provoking conversation with the esteemed Mark Kohler, a distinguished lawyer and tax advisory expert. As the Founding and Senior Partner at KKOS Lawyers, a prominent law firm specializing in tax, legal, wealth, estate, and asset protection planning, Mark brings a wealth of knowledge and insights to the forefront. In this episode, Roger and Mark delve into Mark's unique dual journey as a lawyer and accountant, unveiling the pivotal moments that shaped his illustrious career. Exploring the landscape of tax law, Mark Kohler dispels common myths and misconceptions surrounding tax lawyers. With his experience as a trailblazer, he provides invaluable advice on navigating the challenges of establishing a successful firm. Drawing from his early experiences, Mark imparts invaluable lessons learned while setting up and growing his own business, offering guidance to aspiring entrepreneurs. He also provides insights into the process of hiring the first set of employees and how he cultivates a harmonious team environment. Mark talks about the contrast between niching and a broader approach, as he shares his candid views on why he chose not to confine himself to a single niche. Diving deeper into the world of tax planning and preparation, Mark eloquently distinguishes between the two and underscores the importance of offering advisory services. He also addresses the reluctance among accountants and tax preparers to present new strategies to clients, offering practical strategies to overcome this hurdle. A highlight of the episode is Mark's breakdown of the "trifecta strategy" – an innovative approach that revolutionizes tax strategies. Mark articulates its significance and how it empowers professionals to navigate intricate tax landscapes effectively. Mark breaks down the art of designing consultations tailored to individual client needs, and why fostering trust and enduring relationships with your clients is important. Mark also delves into the factors that hinder accountants and offers strategic insights to rejuvenate practices and boost profitability. Tune in to this illuminating episode of "Building the Premier Accounting Firm" as Roger Knecht and Mark Kohler unravel the complexities of tax law, business strategy, and the path to building thriving client relationships. Whether you're an aspiring accountant, seasoned professional, or simply intrigued by the world of finance, this episode promises to leave you informed and inspired. Sponsors: Mark's tax advisory training Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: I don't have anything to sell other accountants. I would love folks to subscribe to my newsletter on Substack. This is a great resource for bookkeeping professionals that you want to subscribe to today. You also need to get the Turnkey Business Plan for accounting professionals. From marketing, pricing, to offering quality services this is a must have outline for you to follow as you work on your business to have the premier bookkeeping, accounting and tax business in your area. Get it for FREE Now! And don't forget to receive your 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 strategies for transforming your practice with Mark Kohler.

Join us as we revist this conversation from August 2022 This week, Roger has a chat with certified tax planner and tax issues expert Dominique Molina. They talk about how you can realize your full potential as a tax planner, getting beyond tax preparation and tax planning for your clients and how you can save your clients money through advisory services. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dominique Molina Co-Founder and President of the American Institute of Certified Tax Planners Editor-In-Chief, Thinking Outside The Tax Box Dominique is an accomplished keynote speaker, teacher, best-selling author, and mentor to tax professionals across the United States. She frequently appears in print, television, and radio programs, including CNN Money, and was named one of the 40 Most Influential Accountants by CPA Practice Advisor Magazine. Dominique is the co-founder and President of the American Institute of Certified Tax Planners. She trains and certifies CPAs according to her own high standards for advisory excellence and tax reduction goals. In 2009, Dominique began to create an elite network of tax professionals including CPAs, EAs, attorneys and financial service providers who are trained to help their clients proactively plan and implement tax strategies that can rescue thousands of dollars in wasted tax. AICTP's growing network of tax professionals successfully reaches over 300,000 entrepreneurial businesses throughout the country with Dominique having licensed over 800 tax planners, both nationally and internationally. Prior to founding the American Institute of Certified Tax Planners, Dominique successfully established her own practice, a San Diego-based, full-service tax, accounting and business consulting firm, serving hundreds of business owners and investors across the country. Preceding this, Dominique assisted a variety of clients for the largest independently owned CPA firm in San Diego. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Check out the American Institute of Certified Tax Planners Turnkey Business Plan, Strategic Selling & Selling With Confidence Webinar: Universal CRM For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another captivating episode of "Building the Premier Accounting Firm." Host Roger Knecht engages in a thought-provoking conversation with none other than Ryan Lazanis, the brilliant mind behind Xen Accounting and the driving force steering Future Firm. As an advocate for revolutionizing accounting practices, Ryan's insights are a goldmine for accountants and entrepreneurs aiming to scale their firms systematically while enhancing their quality of life. They start by unraveling the core of Ryan's coaching passion, exploring the roots of his drive to help entrepreneurs not only succeed but thrive. The converstion transitions to a transformative shift in entrepreneurial priorities as they discuss why mental health is taking precedence over relentless pursuit of financial milestones. They delve into the mental health challenges entrepreneurs often face. Ryan, drawing from his vast experience in coaching entreprenuers, sheds light on the common issues and shares strategies to effectively cope and conquer. Ryan's guides us through how to manage mental health as an entrepreneur; from systematizing services to reduce stress and manage client expectations, to mastering the art of saying 'no,' setting boundaries, and embracing delegation. Work-life balance takes center stage as Roger and Ryan discuss transitioning from a workaholic mindset to embracing self-care without guilt. Ryan's insights echo the significance of seeking help during rough patches and fostering a support system. Ryan and Roger explore the benefits of prioritizing lifestyle quality in your business approach and talk about the categories that require attention when evolving a business into a lifestyle-centric model. The conversation turns toward technology's role in shaping the future of business, underlining the importance of adaptability in staying relevant. Roger elaborates on instilling accountability in AI for accounting accuracy, and the discussion culminates with insightful guidance on embracing technological advancements to elevate your firm. Tune in to this episode of "Building the Premier Accounting Firm" to witness the dynamic exchange between Roger Knecht and Ryan Lazanis. Their conversation isn't just about accounting—it's about embracing change, fostering well-being, and achieving holistic success in the ever-evolving world of business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest : Ryan Lazanis, CPA Ryan Lazanis, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates over 8,500 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching membership. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Ryan sends a weekly newsletter to over 8,500 firm leaders who want exclusive tips & tricks to design & implement an online, scalable firm of their own. Newsletter sign up - https://futurefirm.co/newsletter/ Get a FREE copy of 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. 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 this Wednesday for a new episode where Roger discusses how prioritizing mental health can drive business success with Ryan Lazanis.

Join us as we revist this conversation from 2022 where Roger interviews sales guru Merit Kahn; CEO of SELLect Sales Development, Emotional Intelligence coach, key-note speaker, and part-time stand-up comedian. You'll learn all about Sales and Marketing your business the right way. Current trends in this topic i.e. Sales Funnels & Lead Magnets. And all the elements you'll require in order to sell your products or services properly. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Merit Kahn Merit Kahn is the CEO of SELLect Sales Development, an Emotional Intelligence Expert and Certified Speaking Professional. For 20+ years she has worked with salespeople, entrepreneurs, professionals and business leaders who are frustrated because… Their ideal prospects were not receptive to their offers They struggled to reach their aggressive sales goals The pace of change meant always being in catch up mode There was never time for creating innovative ideas Profit margins were slowly shrinking Employees were overworked, over tired and overwhelmed Merit is also the author of- Myth Shift: Challenging The Truths That Sabotage Success, Co-host of 'The Smarter Sales Podcast' and for fun does stand-up comedy as a hobby. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get your Sales SWOT on Steroids resources TODAY You'll also want to get your free copy of Profit First And lastly we have a FREE copy of this book that all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book For Additional FREE Resources for accounting professionals check out this collection HERE! 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 episode of "Building the Premier Accounting Firm" hosted by Roger Knecht. In today's conversation, Roger sits down with Mike Jesowshek, a tax expert with a strong focus on tax preparation and planning for business owners. Mike's mission is to simplify complex IRS rules and help hard-working business owners minimize their tax burdens, allowing them to enjoy the rewards they've earned. Join us as Mike shares his journey into the world of accounting and how he found his niche in tax planning and preparation. Gain insights into the clear distinction between tax planning and tax preparation, as Mike breaks down these two crucial aspects of financial management. Explore the realm of tax strategies as Mike discusses his top go-to methods for optimizing tax outcomes. Uncover the unique strategy some business owners employ to maximize deductions by involving their children in their operations. Delve into the core strategies for effective tax planning and discover additional avenues that businesses often overlook when aiming to maximize deductions. High-income individuals, especially accredited investors, can benefit from Mike's strategies tailored to their unique situations. Mike also reflects on the concepts of being rich versus being wealthy, offering a thought-provoking perspective on financial success. Learn when it's appropriate to seek external counsel and what factors to consider when selecting the right advisors for your business. Mike also shares why he transitioned from the world of accounting and tax to embark on a podcasting journey? Gain insights into his motivations and values that drive his business approach, steeped in authenticity and integrity. As the episode draws to a close, Mike imparts valuable advice on exit strategies, an often underestimated aspect of business planning. Tune in to this episode of "Building the Premier Accounting Firm" for a wealth of insights that business owners, entrepreneurs, and anyone interested in financial growth will find invaluable. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mike Jesowshek, CPA Mike's mission is to help hard-working business owners overcome complex IRS rules and over-inflated tax bills so they can enjoy the fruits of their labor. This is how the Small Business Tax Savings Podcast was born. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Your Tax Saving Headquarters! Every week, we show you exactly how to reduce your tax bill and pay the least amount of taxes legally possible. Hosted by Mike Jesowshek, CPA, this quick-hitting Podcast gets you real tax-saving results without all the fluff. Listen in to the Podcast: https://www.taxsavingspodcast.com/ Also, take some to and see what it means to become a Professoinal Tax Preparer, PTP. Have the confidence and competence to offer quality tax planning and preparation services for individuals and businesses. This designation (PTP) is worth your time. Check this out NOW! 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 takes a deep dive decoding advanced tax strategies with Mike Jesowshek.

Join us as we revist this conversation from 2022 where Roger Knect has a conversation with Allison Williams about ways to systemize your work for efficiency, the three key things to look out for in order to hire the right person and business principles that are effective for running a business. With experience helping solo and small firm attorneys grow their revenue, crush problems in business and making money, Allison shares business principles that she has found to be applicable to the law firm and can be applied to accounting professionals. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Allison Williams Allison Williams, known as the Law Firm Mentor, is the owner of two successful companies. She is Founder of Williams Law Group, a full-service family law firm where she is a Fellow of the American Academy of Matrimonial Lawyers, is Certified by the New Jersey Supreme Court as Matrimonial Law Attorney and is certified by the National Board of Trial Advocacy in Family Law. After taking Williams Law Group from start-up to a multi-million-dollar business in 3.5 years, she created a second business, Law Firm Mentor, where she provides business coaching services for Solo and Small Law Firm attorneys helping them grow their revenues, crush chaos in business and make more money. This business was born out of her success in business, including winning the LawFirm500 award, ranking 14th of the fastest-growing law firms in the nation, being named a Stevie Award Finalist for Female Entrepreneur of the Year in 2017 and in 2018, being voted as NJBIZ's Top 50 Women in Business and designated one of the Top 25 Leading Women Entrepreneurs and Business Owners. The motto of Law Firm Mentor is #NeverStopGrowing! An international speaker in the field of child abuse and neglect evidence and trial practice, Ms. Williams has appeared on the Katie Couric show and has published articles in the Huffington Post addressing issues of child maltreatment. She has been selected among her peers as one of the Top 100 Super Lawyers in New Jersey and has been voted by her clients as one of New Jersey's Best Lawyers for Families. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Allison provides a chance for you to listen to her podcast, The Crushing Chaos with Law Firm Mentor podcast. on your preferred platform. 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 engaging episode of "Building the Premier Accounting Firm," your host Roger Knecht sits down with Meryl Johnston, a Chartered Accountant, investor, and the visionary founder of Bean Ninjas. Join them as they dive deep into Meryl's remarkable journey, unveiling the secrets behind her thriving accounting firm and her invaluable insights for aspiring entrepreneurs. The episode begins with Meryl sharing her inspiring accounting journey, revealing the pivotal moments that ignited her passion for the field. Meryl candidly shares how she started her company Bean Ninjas, the challenges she encountered, and the invaluable lessons she learned while establishing her business. One of the highlights of the podcast is Meryl's captivating account of the "7-Day Start-Up Methodology," the very strategy that enabled her to secure her first client within an astonishingly short span of time. Learn the invaluable tips and tricks on how to kickstart your own business efficiently and effectively. Meryl narrates her path to finding her niche, and sheds light on why she eventually specialized in e-commerce. Merely and Roger break down some of the advantages of niching, as Meryl provides valuable advice to entrepreneurs seeking a focused direction for their businesses. Meryl discusses the process she underwent transitioning into a part-time role in her company, and how she aptly prepared her clients for her absence. Listeners will benefit from her expertise in handling business continuity and client relations. The episode also delves into Meryl's unique approach of granting her employees equity in the company, offering a fresh perspective on incentivizing and nurturing a dedicated team. For those looking to enhance their marketing strategies, Meryl shares insightful tips tailored to new accounting businesses. Her candid revelations about marketing mistakes she encountered along the way will resonate with entrepreneurs striving to grow their clientele. Not only that, but Meryl also divulges her go-to lead-generation strategies, equipping listeners with powerful tools to expand their customer base. As the conversation takes a personal turn, Meryl bravely recounts her battle against cancer, sharing her journey of resilience and the profound lessons she learned during that challenging time. Her experience offers wisdom and encouragement for others facing adversities. Offering sage advice for entrepreneurs considering stepping away from their businesses, Meryl's wisdom on maintaining a balanced and fulfilling life will resonate with listeners seeking a harmonious work-life integration. The episode concludes on a high note as Meryl introduces her very own podcast, "Lifestyle Accounting," explaining its purpose and how it complements her mission in the accounting world. Meryl provides intriguing insights into international markets, offering keen observations on bookkeeping and accounting nuances and commonalities across borders. Tune in to "Building the Premier Accounting Firm" with Roger Knecht and indulge in an episode brimming with entrepreneurial revelations, business acumen, and the spirit of perseverance. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Meryl Johnston Meryl is a Chartered Accountant and investor. She founded Bean Ninjas in July 2015 with $1,000 following the 7 Day Startup methodology. Now 8 years later the company operates in Australia, the US and UK and has a distributed team of 30 people. After 6 years as CEO, Meryl stepped into a part-time advisor role at Bean Ninjas and has a leadership team running the day to day operations. She is now focused on her podcast, the Lifestyle Accountant Show, and investing in businesses in the accounting industry. On the weekends Meryl can be found surfing at a local Gold Coast beach or hanging out with her partner and two daughters. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Check out the Lifestyle Accountant Show podcast https://www.lifestyleaccountant.co/ or connect with Meryl on LinkedIn - https://www.linkedin.com/in/meryl-johnston-3a483728/ 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

Join us this Wednesday for a new episode where Roger discusses the 7-day start-up methodology with Meryl Johnston.

Join us as we revist this conversation from 2022 where Roger interviews Laura Shepherd, accounting professional & owner of My Top Bookkeeper, a platform that offers full-charge bookkeeping services. Roger and Laura discuss accounting and bookkeeping as she shares her 8-step accounting process that can be used to market and sell accounting services, and the benefits that accountants and bookkeepers can experience while using this process & much more. Perhaps it is time we consider ways to simplify accounting for our clients to help more of them use the information we are providing to more intelligently run their businesses. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Laura Shepherd Laura Shepherd is the owner My Top Bookkeeper. My Top Bookkeepers provide full-charge bookkeeping services by using the Accounting Cycle and GAAP guidelines to produce, explain and substantiate our results. That's a fancy way of saying that when it comes time to put your financials in front of your CPA, lender, investor, IRS, etc, you can have confidence in the results because we know they are right. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take a moment and do a self -assessment of your accounting knowledge, technical skills and business experience. This is quick and easy but also informative: https://forms.gle/AQdGLFY4LBUADvdr8 Benchmarking a business' financial performance to it's industry standards can be very helpful to find areas of improvement within a company. See what you can do as an accountant to leverage this powerful tool as you work with your clients. BizBench may be the solution you need to take your client relationship to the next level. See how accounting professionals are using this report with their clients today: https://bizbench.com/# Become a profit & growth expert The Profit & Growth Expert (PGE) designation is unique within the accounting profession as it demonstrates proficient skills necessary to offer quality accounting services coupled with with CFO and Advisory work. See what you can do to increase your average revenue per client while improving your client relationships and retention as a Profit & Growth Expert. Get a FREE copy of these books that all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide to have the premier accounting business today: "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

Join host Roger Knecht in this engaging episode of "Building the Premier Accounting Firm" as he sits down with the one-of-a-kind rapping accountapreneur, Scott Scarano. Tune in to discover Scott's inspiring journey into the world of accounting, and how he's shaking up the industry with his unique and edgy podcast, "Accounting High." In this episode, Scott shares the origins of his accounting career and the passion that led him to become the host of the groundbreaking podcast, "Accounting High." Learn what sets his podcast apart from the rest and how it stands out with its distinct approach, blending education and entertainment like never before. Listeners will gain valuable insights from Scott's podcast as he delves into the best takeaways, offering practical advice and knowledge that can help both aspiring and established accountapreneurs elevate their game. Uncover the soft skills that are often overlooked in traditional educational settings but are crucial for success in the world of accounting entrepreneurship. Scott sheds light on the skills that aspiring accountapreneurs should master to excel in their careers. Delve into Scott's process for building a successful accounting firm and learn about EOS (Entrepreneurial Operating System) and its vital role in shaping and optimizing businesses. Scott offers an exciting sneak peek into his upcoming book about running an accounting practice, giving listeners something to look forward to and empowering them with knowledge and strategies for growth and success. Stay ahead of the curve as Scott discusses upcoming changes that will revolutionize the accounting landscape, altering the way things work in the industry. Get a glimpse of the future and prepare for what's to come. Discover the fascinating world of rap accounting and how Scott's passion for music and creativity have contributed to his upcoming book. Understand the similarities and differences between rap accounting and conventional accounting, and see how he uses this unique form of communication to educate, entertain, and engage his audience. Explore the ways in which rap has become an effective learning tool for Scott and others, revolutionizing the way accounting knowledge is shared and absorbed. Gain valuable insights into work-life balance and the challenges Scott has faced while juggling his professional and personal life. Learn from his experiences and find inspiration to maintain equilibrium in your own life. Understand the role Scott plays in his business now that he has stepped away from the daily operations. Learn how he built confidence in his employees to effectively run the business and ensure its continued success. Explore the process of transitioning employees and clients as Scott stepped away from the business, and how he continues to manage client relations effectively. As the episode draws to a close, brace yourself for an extraordinary rap performance from Scott, leaving you inspired and entertained. Join Roger Knecht and Scott Scarano on this incredible episode of "Building the Premier Accounting Firm" as they unveil a world of innovation, creativity, and entrepreneurial wisdom that will leave you motivated to reach new heights in your accounting journey. Tune in now and stay ahead in the ever-evolving world of accounting and entrepreneurship! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Scott Scarano Scott Scarano is an eccentric entrepreneur with the heart of a lion and the soul of a housecat. He loves approaching problems from a different perspective and analyzing solutions—his "Why" is empowering all growth-minded entrepreneurs to thrive and prosper. Scott did the school thing and has the credentials, but his real value comes from his questioning mind and ability to push through any adversity. Scott is the founder of Accounting High which is the premier practice management podcast for tax and accounting firms. Join him for some fun and oftentimes colorful conversations about the accounting and tax industry as the next generation of professionals questioning the state of the accounting and tax industry. Scott lives in Raleigh, bleeds Carolina blue, and dedicates himself to his astonishing wife, Juana, and their three surprisingly intelligent kids Julia, Frankie, and Arya. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Join the Accountant Bracket Challenge aka "ABC March Appness" enroll today to nominate the top 5 accounting platforms that make your accounting life better! Bracket.accountinghigh.com Listen to Accounting High Get the Turnkey Business Plan for accounting professionals. Take the time to consider your business plan. It is here you'll consider everything from marketing and sales, to pricing, offering quality accounting services and more. These are the steps to having the premier bookkeeping, accounting and tax b

Join us this Wednesday for a new episode where Roger discusses everything from accounting to rapping with Scott Scarano.

In this episode of Building the Premier Accounting Firm, our esteemed host Roger Knecht sits down with a marketing guru and Amazon Best Selling Author, Marco Salinas. Co-authoring a book with the legendary sales and personal development consultant, Brian Tracy, Marco brings a wealth of knowledge and experience to the table. In this captivating conversation, Roger and Marco explore the fundamentals of marketing, providing you with a clear understanding of what marketing truly entails. They highlight the power of content marketing and offer practical advice on how to effectively implement content strategies in your own business. Discover the content marketing techniques that both Roger and Marco employ, giving you actionable tips to enhance your firm's visibility and attract your target audience. As Roger shares his invaluable marketing rules of thumb, you'll gain exclusive insights into effective marketing practices for your accounting firm. Marco also uncovers the best platforms for networking, while also exploring both traditional and modern-day marketing approaches. He reveals his marketing background and areas of specialization, providing you with real-world examples of how to leverage your expertise for maximum impact. Ever considered publishing a book to establish yourself as an authority in the field? Marco and Roger dive into the process of starting your book project, highlighting the right way to write and publish a book that positions you as an industry leader. Learn the art of using books as lead generators, unlocking their potential to attract high-quality clients and solidify your reputation. Marco breaks down the nuances of ghostwriting and co-authoring, offering you a comprehensive understanding of how both approaches can work for you. Discover the benefits of each method and learn how to harness them to your advantage, whether you're seeking to build credibility or expand your audience. Lastly, Marco shares the individuals who have significantly influenced his career and the invaluable lessons he has gained from them. Prepare to be inspired as he recounts his personal journey and imparts wisdom that you can apply to your own professional growth. Join Roger Knecht and Marco Salinas in this thought-provoking episode of "Building the Premier Accounting Firm," as they unravel the secrets of marketing, content strategies, book publishing, and personal development. Get ready to transform your accounting firm into a powerhouse of success. Tune in now and unlock the key to achieving your business goals. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Marco Salina Marco Salinas is an Amazon Best Selling Author and has co-authored a book with the legendary sales and personal development consultant Brian Tracy. He is a long time student of Marketing Legend Dan Kennedy and is a Media and Publishing Consultant himself, having previously hosted a radio show on 930AM the Answer in his hometown of San Antonio, TX and has been interviewed on local TV news affiliates in Houston, San Antonio, and Austin. Marco is now a podcast producer and host at Business Innovators Radio Network helping small to medium sized businesses to grow through various strategic media marketing assets. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: In today's conversation it was mentioned you should consider reading Winning through intimidation You also may want to become the expert, the authority on your topic of choice as an author. Consider working with Marco to experience his "done for you publishing - https://expertpublishing.associates/ Or would you like to Co-Author a book to help you get the accounting clients you deserve! Perhaps Co-author a book to help you offer CFO and Advisory services as the Profit & Growth Expert to your clients. Check out this amazing opportunity to Co-Author with Roger Knecht. Your Strategic Accountant, co-authored with YOU! Your Profit & Growth Expert, co-authored with YOU! And don't forget to 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 Profit First - Transform your business from a cash-eating monster to a money making machine using this proven system. Offer CFO and Advisory services with confidence and competence following the Universal Business Builder process. As a certified Profit & Growth Expert you will help your clients apply the principles of Profit First & Value Builder as you apply the CFO Project processes. For Addi

Join us this Wednesday for a new episode where Roger discusses mastering content marketing with Maro Salinas.

Join us this Wednesday for a new episode where Roger discusses various topics from value pricing to AI with Mark Wickersham.

Join us as we revisit this great conversation from Februrary 2022! This week, we're joined by Terrell Turner, an accountant, entrepreneur, and ghostwriter for Fortune 500 executives and companies. Terrell shares his fascinating journey, from his early beginnings in accounting, to his role as a ghostwriter for some of the biggest names in the business world, and his decision to leave the corporate world behind and become an entrepreneur. He'll also reveal the secret to his business growth - the power of communication - and explain why he's targeting law firms as his primary clients. Roger & Terrell also discuss in-house staffing versus outsourcing and how Terrell helps his staff grow with the business, leading to increased loyalty and reduced redundancies. Get ready for an enlightening and thought-provoking episode on 'Building the Premier Accounting Firm' with your host, Roger Knecht. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Terrell Turner Terrell Turner is an accountant by trade but an entrepreneur by passion. He started his career in public accounting but moved through several corporate finance roles, including being what he calls a ghostwriter for fortune 500 executives. In April of 2020 he started the TLTurner Group, a firm focused on providing bookkeeping and CFO services to Law Firms while also hosting 3 different podcasts. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: I would like to tell people about my company's new newsletter called "Profit Secrets" . It's all about taking the lessons learned from big business strategies and breaking them down on a practical-action-based level for small business owners. It's CFO insights for small businesses that can't afford to hire a CFO. Also consider listening to Terrell's podcasts that he also hosts: Show for small business owners - "The Stuff Your Accountant Isn't Telling You" Show for accounting and finance professionals - "The Finance and Accounting Show" Lastly, consider adding to your suite of services that of CFO and Advisory work as a certified Profit & Growth Expert 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 exit planning process with Darryl Bates-Brownsword.

Join us this Wednesday for a new episode where Roger discusses diversifying income streams with Kate Johnson.

Join us this Wednesday for a new episode where Roger discusses training new team members and clients with Alicia Katz Pollock.

Join us this Wednesday for a new episode where Roger discusses mindset and eradicating generational poverty with Alyssa J Dillon.

Join us this Wednesday for a new episode where Roger discusses heart led businesses with Troy Ballard.

Join us this Wednesday for a new episode where Roger discusses pricing and valuing yourself with Liz Szporn.

Join us this Friday for a new episode where Roger discusses a variety of marketing and sales tactics with Christian Jones.

Join us this Wednesday for a new episode where Roger discusses the importance of who we are and financial transparency with Michelle Quinonez.

Join us this Wednesday for a new episode where Roger discusses essential strategies for success when selling your business with Jessica Fialkovich.

Join us this Wednesday for a new episode where Roger discusses becoming a disruptive accountant with Daniel Burrus.

Join us this Wednesday for a new episode where Roger discusses the dos and don'ts of buying and selling businesses with Brannon Poe.

Join us this Wednesday for a new episode where Roger discusses acquisitions and overcoming imposter syndrome with Natalia Zacharin.

Join us this Wednesday for a new episode where Roger discusses a winning marketing strategy with Matt Banker.

Join us this Wednesday for a new episode where Roger discusses prioritizing profit with Rocky Lalvani.

Join us this Wednesday for a new episode where Roger discusses the self employed life with Jeffrey Shaw.

Join us this Wednesday for a new episode where Roger discusses choosing your parnter in a partnership business with Russ Anderson and Russ Bradshaw.

Welcome to the latest episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger talks to Shlomo Freund, a seasoned entrepreneur and investor with 18 years of experience. Shlomo shares his inspiring journey of entrepreneurship and his experiences running a remote business. He highlights the upsides and downsides of working remotely and provides valuable advice on how to work remotely with family. He also discusses how working remotely with family benefits the kids and provides insights from his personal experiences of working remotely and traveling around the world. Retirement is an important topic for entrepreneurs, and Roger and Shlomo dive into what retirement means for entrepreneurs and how to deal with it. They also talk about the value a financial planner brings to the table and how accountants can help clients prepare for financial freedom. And on the subject of attaining financial freedom, they discuss the topic of diversifying your investments as Shlomo opens up about his niche website venture. If you're an entrepreneur or small business owner looking for advice on running a remote business, preparing for retirement, or diversifying your finances, this episode is a must-listen. Join Roger Knecht and Shlomo Freund as they share their expertise and insights on "Building the Premier Accounting Firm". Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Shlomo Freund Shlomo is a seasoned entrepreneur with 18 years of experience and a passion for helping others reach their financial goals through niche website investing. He has been an investor since 2006 and has a proven track record of success, starting with stocks and later expanding into international real estate and crowd investing. Shlomo is also a location independent professional and has built a lifestyle that allows him to work remotely and travel with his family. He is a proud father of three young girls, aged 7, 2 and 2.5 months, and is currently homeschooling them while on their workation adventures. In addition to his personal experience, Shlomo offers coaching and consulting services to individuals through his company Free Financial Self (www.freefinancialself.com), looking to invest in niche websites, as well as businesses seeking to grow through website acquisition. With his expertise and passion for the industry, he helps clients align their financial goals with their lifestyle aspirations. You can reach Shlomo directly either on Linkedin or Twitter Sponsors: Universal Accounting Center ● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn how to organize your finances to reach financial independence faster. freefinancialself.com/UAC. 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 remote work lifestyle with Shlomo Freund

Join us this Wednesday for a new episode where Roger discusses hiring and automation with Jesse Rubenfeld.

Join us this Wednesday for a new episode where Roger discusses niching, automation, and virtual teams with Chris Hervochon.

Join us this Wednesday for a new episode where Roger discusses outsourcing and lead generation with Chris Ducker.

Join us this Wednesday for a new episode where Roger discusses bold and progressive leadership with Mark Cook.

Join us this Wednesday for a new episode where Roger discusses unlocking business growth through messaging and niche targeting with Terrell Turner.

Join us this Wednesday for a new episode where Roger discusses life insurance with Sarry Ibrahim

Join us this Wednesday for a new episode where Roger discusses subscription business models with Ron Baker.