Episodios
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In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht sits down with Chris Papin to explore his distinctive methodology in client representation through his triad of businessesâPapin CPA, Papin Law, and Papin Insurance. Chris offers a deep dive into the intersection of legal and accounting services, entrepreneurial guidance, and the seamless integration of comprehensive client solutions within regulatory boundaries.
Main Themes:
The Journey to Dual Expertise:
Chris discusses the challenges he faced in passing the CPA and bar exams.
Roger and Chris highlight the strategic integration of legal and accounting services under licensing restrictions.
Comprehensive Service Offerings:
The hosts outline entrepreneurship support and strategies for working with startups.
Roger emphasizes the need to align services to client needs, educate them on business risks, and proper business vehicle usage.
Transitioning from Hobby to Business:
Chris covers the legal and financial implications of monetizing hobbies.
Chris mentions insurance considerations and proactive risk management strategies.
Financial Advisory and Education:
The hosts dive into the importance of educating clients on taxes and liability preparedness.
They offer tips for clear communication in financial matters and handling the emotional aspects of money conversations.
Responsible Decision-Making and Growth:
How to drive innovative thinking, attention to detail, and systematic approaches during business growth phases.
Roger shares the role of advisors in facilitating informed decisions through open dialogue and professional collaboration.
Holistic Solutions and Diverse Collaborations:
Leveraging expertise from lawyers, insurance agents, and other professionals for better client outcomes.
Work-Life Balance and Community Involvement:
Balancing professional and personal life, with an emphasis on mental health.
The benefits of coaching middle school programs and engaging in community service.
Dynamic Models for Business Growth:
Assisting individuals in starting and growing their businesses with a focus on understanding client needs, managing finances, and ensuring profitability.
Key Takeaways:
Embrace a holistic approach to client services by integrating legal, accounting, and insurance expertise.
Educate and guide clients through the complexities of entrepreneurship, from initial setup to risk management and growth.
Foster a balanced professional and personal life to enhance overall well-being and community engagement.
Join us for this insightful discussion with Chris Papin and discover innovative ways to enhance your business practices and client relationships!
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Be part of Chrisâ quarterly "free webinars" covering various topics that benefit entrepreneurs.
https://www.papincpa.com/listener/
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 accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât 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 weâve 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. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât 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
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Join us this Wednesday for a new episode where Roger discusses work life balance with Mark Wickersham.
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¿Faltan episodios?
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Join us as we revisit this conversation from 2023!
Welcome to another insightful episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Darryl Bates-Brownsword, an esteemed Business Consultant and Coach, who brings over 25 years of invaluable experience to the table. Prepare to gain a wealth of knowledge as they delve into a variety of intriguing topics that are sure to resonate with accounting professionals and entrepreneurs alike.
Kicking off the conversation, Darryl shares his fascinating journey from engineering to accounting, highlighting the pivotal moments that led him to where he is today. As a seasoned business coach and consultant, Darryl sheds light on his roles in both capacities, offering valuable insights into how he embarked on these rewarding paths.
Distinguishing between a mentor, a coach, and a consultant, Darryl unveils the unique characteristics and benefits of each role. Discover why entrepreneurs are increasingly inclined to seek the expertise of CFOs, consultants, or coaches, and how these professionals can effectively drive business growth and success.
Ever wondered about the significance of exit planning? Look no further. Darryl delves into the world of exit planning, unraveling its importance and the reasons why business owners should consider it sooner rather than later. Gain a deeper understanding of how to maximize the value of a company and the key aspects that contribute to its overall worth.
Drawing from his vast experience, Darryl provides valuable insights into the tools and processes he utilizes while valuing a company. Listen closely as he reveals why accountapreneurs should consider incorporating exit strategies into their services, and how accountants can seamlessly integrate exit planning into their repertoire.
Darryl underscores the benefits of having a well-crafted exit strategy, emphasizing its positive impact on business owners and their future endeavors. Discover who plays a crucial role in the exit planning process and unravel the myriad of advantages it brings to the table.
Tune in to this episode of "Building the Premier Accounting Firm" as Roger Knecht engages in a captivating dialogue with Darryl Bates-Brownsword, unraveling the intricate world of accounting, business coaching, and strategic exit planning. Prepare to gain valuable insights that will empower you on your journey towards building a successful accounting firm.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Darryl Bates-Brownsword
Darryl is an accomplished Business Consultant and Coach with a dynamic and driven approach, backed by over 25 years of valuable experience. He is passionate about empowering business owners to get the most from their life's work and exit on their own terms.
Known for his ability to connect with others, think strategically, build strong teams, and solve complex problems, Darryl has the talent for simplifying problems and guiding businesses towards success. His track record includes building two international multi-million turnover businesses, with one currently operating in 16 countries.
Darryl's quick thinking and analytical skills enable him to swiftly identify core issues and understand the broader context. By challenging the status quo, he consistently achieves consistent, repeatable, and reliable business results.
Originally from Australia, Darryl's career began as an Engineer in the Power Industry. Since relocating to the UK in 2005, he has gained a reputation for combining systems thinking with creativity, achieving results in even the most challenging situations.
Outside of work, Darryl enjoys cycling and running to clear his head and maintain a healthy balance to life. He holds a B Eng (Mech) Engineering and an MBA.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get the tools you need to confidently offer valuation risk reduction services using Capitaliz. Take advantage of this opportunity from Darryl to receive a free DEMO today!
Here's some more information about the Capitaliz platform that supports business advisers to prepare their clients' business for exit using the 21 Steps methodology.
Why Capitaliz - You may also want you to enrol in CapitalizNow. It contains everything you would see in a demo plus:
Critical business exit statistics
Why Capitaliz (a handy sales tool)
Revenue potential calculator
A rapid overview of Capitaliz (7 minutes)
A deep dive of Capitaliz (31 minutes)
What to expect from the Academy
Top 10 tips for new exit planners
Top tips for getting approval from your compliance department
Bonus resources (a 50 page glossy e-Book, an engagement letter template and sales script for use with prospects)
Details on our pricing packages
CapitalizNow is complimentary and on-demand, meaning you wonât have to wait for a demo to start experiencing how Capitaliz can help you to work with your clients to prepare them to be exit ready so that they can get the most from their lifeâs work, maximise value and exit on their own terms.
Also, do you know what your business is worth? Now is the time to receive your FREE Business Score. Get the report you need to know what you need to do to work ON your business today.
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 accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â the how-to-guide e-book for accounting professionals
âin the BLACK, nine principles to make your business profitableâ â 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 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 donât 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
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Welcome to the Building the Premier Accounting Firm podcast with host Roger Knecht. This week, Roger sits down with Blagoja Hamamdjiev, CEO of Modeliks, to delve into the critical aspects of business funding and financial planning. The conversation centers around simplifying financial processes, the importance of teaching money management to children, and the challenges and strategies involved in accurate financial forecasting.
Key Themes from this Episode:
Financial Forecasting:
Blagoja highlights common challenges of financial forecasting.
He shares strategies for creating accurate financial models based on operational drivers.
The hosts discuss how to build revenue projections for diverse business types, including restaurants and online stores.
Key Performance Indicators (KPIs) and Benchmarking:
Roger highlights the importance of KPIs and benchmarking against industry norms.
The hosts explain why utilizing NAICS codes and financial ratios for realistic financial forecasts brings benefits to your firm.
Industry-Specific Models:
Blagoja shares advantages of ready-made models like those used by Modeliks.
Roger shares how these models may save time and effort for accountants and clients.
Blagoja emphasizes the importance of facilitating quick customization and strategic planning over a five-year horizon.
Attracting Investors:
The hosts explore how to link operational KPIs with financial outcomes.
STAR Program:
Focus on accountability through KPIs tied to forecasts.
Value of financial planning services, including fractional CFO services and management reporting.
Budgets and Cash Flow:
Understanding the importance of budgets and cash flow.
Transitioning to advisory services.
Additional Services:
Enhancing client relationships by comparing actual results to forecasts.
Identifying key financial metrics for business success.
We thank you for joining us once again for another exciting episode of Building the Premier Accounting Firm. Please subscribe to the show on the podcast platform of your choice, and learn more about how you can start your accounting business at 435-344-2060.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât 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 weâve 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. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât 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
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Join us this Wednesday for a new episode where Roger discusses mastering financial foresight with Blagoja Hamamdjiev.
-
Join us as we revisit this conversation from 2023!
Welcome to another engaging episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Kate Josephine Johnson, the owner of Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses all over the United States. Kate has established herself as a trusted authority in the industry and furthermore, she also assists accounting professionals in creating fulfilling virtual accounting careers through her Bookkeeping Side Hustle Community.
In their captivating conversation, Roger and Kate delve into the factors that initially sparked her interest in the accounting field and they explore the driving force behind her decision to start a successful bookkeeping business. Kate also breaks down why video has become an indispensable tool for communication and marketing within the realm of virtual accounting, and shares how she has effectively harnessed its power to promote her own bookkeeping services.
Kate candidly shares the challenges she encountered as an accountapreneur as she and Roger clarify the distinction between bookkeeping and accounting. Roger also sheds light on the concept of fractional CFOs, providing valuable insights into how they differ from traditional bookkeeping and accounting roles.
Hustles and hobbies often intersect, and Kate and Roger delve into the differences between the two as they also discuss when a hobby evolves into a full-fledged job. In addition, Kate reveals her strategies for diversifying income streams within the accounting space, offering a wealth of inspiration to those seeking to expand their financial horizons.
Join us on this enlightening episode as Kate and Roger impart their wisdom and experiences, leaving you equipped with practical guidance for your accounting journey. Whether you're an aspiring accountant, a seasoned bookkeeper, or an entrepreneurial spirit looking to thrive in the virtual accounting world, this podcast is your ultimate resource for building a premier accounting firm that stands above the rest.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Kate Josephine Johnson
Kate Josephine Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small business clients all over the United States. She can also be found helping other accounting professionals build a virtual accounting career they love inside her Bookkeeping Side Hustle Community.
She is a very proud Texan, Baylor Bear, and Navy wife. Her hair fits her personality. She is a morning person. Big time. She gets more done before 7:00 am (when her kids are allowed out of their room) than some people get done all day long!
As far as credentials go, she holds an MBA from the Yale School of Management and a BA in Economics from Baylor University. In 2020 she was recognized as a Top 50 Women In Accounting. She worked in corporate finance before opting to become a stay-at-home-mom for several years after her first child was born.
Sponsors:
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 donât 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 accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âin the BLACK, nine principles to make your business profitableâ â e-book
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â 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 donât 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
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In this episode of Building the Premier Accounting firm, host Roger Knecht interviews chartered accountant and COO Kevin Appleby to explore his journey from traditional accounting roles to strategic advisory positions. They delve into the changing landscape of the CFOâs responsibilities and the future of accounting in the age of automation and AI.
Key Discussion Points:
The New Path for Many Accounting Professionals:
Kevin recounts his transition from traditional accounting roles to industry positions at companies like ICI and PwC.
Roger and Kevin discuss his experience and insights gained from podcasting and sharing industry knowledge.
The Evolving Role of CFOs:
The hosts explore the shift from traditional financial tasks to providing strategic advisory services in todayâs accounting world.
Roger and Kevin highlight key competencies needed to work with clients: cash flow management, fundraising, and business strategy.
Mentoring, Consulting, Advising, and Coaching:
Kevin shares what heâs learned from taking on different roles within the accounting industry.
Roger emphasizes the importance of managing client expectations effectively.
Future Trends in Accounting:
The hosts explore how increased automation has and will impact accounting practices.
Roger and Kevin wonder how large a role AI will take in interpreting financial data and providing actionable insights.
Advice for Accountants Transitioning to Advisory Roles:
Kevin recommends strategies for data analysis and delivering insights that drive business decisions.
The importance of detailed cost analysis and product performance evaluation is discussed.
Preparing for Emerging Technologies:
Understanding and leveraging new technologies to stay ahead.
Preparing for future challenges in the accounting profession.
Effective Storytelling for Client Communication:
Using storytelling techniques to convey complex financial information clearly and compellingly.
Conclusion:
Kevin Applebyâs discussion provides valuable insights for accountants looking to evolve their roles and embrace the future of the profession. By focusing on strategic advisory services and understanding emerging technologies, accountants can better serve their clients and drive business success.Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Join GrowCFO as a free member http://www.growcfo.net
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 accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât 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 weâve 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. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât 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
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Join us as we revisit this conversation from 2023!
Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this captivating episode, Roger sits down with Alicia Katz Pollock, a distinguished QuickBooks Online expert, coach, speaker, author, and entrepreneur.
Alicia's journey into the world of accounting began with her fascination for QuickBooks. She shares the story of what sparked her interest and how it led her to establish her thriving online learning business, Royalwise.
Alicia also talks about how Social Media was key in attracting some of her biggest clients in the early days of QuickBooks Online. She discusses why business owners often choose to outsource bookkeepers instead of learning QuickBooks themselves, and why it is important to train employees on this powerful accounting tool. She also sheds light on her unique approach to training, catering to different learning styles to ensure maximum comprehension and proficiency.
Curious about the differences between QuickBooks desktop and online? Alicia breaks it down for you, sharing why some users still prefer the older desktop version and the advantages of transitioning to QuickBooks Online. Stay ahead of the game as Alicia provides a sneak peek into the exciting updates coming to QuickBooks Online.
As the conversation unfolds, Roger and Alicia touch on intriguing topics such as the relationship between QuickBooks and bookkeepers, dispelling any concerns of professional insecurity. They explore the potential impact of AI on the accounting profession, offering valuable insights into how this technology might shape the future.
Unlock a treasure trove of QuickBooks tips and tricks that will elevate your accounting skills. Alicia generously shares her knowledge, ensuring that you're well-equipped to streamline your processes and achieve greater efficiency. Discover the least utilized features in QuickBooks and understand why exploring and experimenting with them can lead to enhanced productivity.
Accounting conferences play a vital role in professional growth, and Alicia highlights their value. Gain invaluable advice on how accountants can make the most of these events and leverage vendor relationships to their advantage.
Closing the episode, Alicia imparts her wisdom and guidance to business owners, offering valuable advice that will help them navigate the complex world of accounting.
Tune in to "Building the Premier Accounting Firm" as Roger Knecht and Alicia Katz Pollock dive deep into these fascinating topics and more. Expand your knowledge, gain practical insights, and unlock the potential to take your accounting firm or business to new heights.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Alicia Katz Pollock
Alicia Katz Pollock is the QBO Rock Star at Learn.Royalwise.com. As a Top 10 ProAdvisor and a member of the Intuit Trainer/Writer Network, Alicia has five QuickBooks books on Amazon, leads weekly training webinars, and runs a QBO Coaching program. She is a top-rated speaker at QuickBooks Connect, and Scaling New Heights, and will be joining us at GrowCon 2023. With a Masters of Arts in Teaching, 30+ years of tech industry experience, and a mile-long list of professional certifications, Alicia expertly blends deep subject matter expertise and patient guidance to provide an easy and fun online learning environment.
Sponsors:
Universal Accounting Center
â Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get the QuickBooks Online training you need to work confidently and competently. Enroll in the QBO Bootcamp (UAC) that Alicia created to help you become a capable QuickBooks user.
âGROWCON23â - use this coupon for 23% off any courses we offer, or off 1st month of membership
For more information related to the training that Alicia offers, check out www.Learn.Royalwise.com
Also consider becoming a certified QuickBooks Specialist with Universal Accounting.
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 donât 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
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Thank you for tuning in to another episode of Building the Premier Accounting Firm with Roger Knecht. This episode delves into the crucial role that consistent branding and effective communication play in establishing a top-tier accounting firm through the perspective of industry expert Heather Hurst. Roger and Heather explore how these elements not only build trust and positive client connections but also drive business success through targeted marketing and clear, impactful messaging.
Key Points:
Consistency in Branding:
Importance of maintaining consistent branding elements such as product lines, interactions, and website appearance.
Example of QuickBooksâ use of consistent color schemes to build trust and positive client connections.
Targeted Messaging:
Delivering messages tailored to niche markets.
Utilizing client feedback to understand and meet their needs effectively.
Outcome-Focused Marketing:
Emphasizing the benefits and impact of services rather than just the services themselves.
Highlighting how the offerings improve client outcomes.
Proactive Accounting Services:
Educating business owners on the importance of regular financial reports for informed decision-making.
Integrating AI to simplify communications and generate reports using natural language processing.
Challenges of AI:
Addressing potential inaccuracies and biases in AI technology.
Ensuring the correct interpretation of tones in written communication.
Professional and Personal Communication:
Examining the use of swearing in professional contexts and its impact on relationships.
An anecdote on implementing a no-swearing rule with felons to demonstrate the power of self-control.
Discussing family dynamics, the importance of clear communication, and setting boundaries regarding swearing.
Effective Language in Branding and Marketing:
Promoting the significance of using effective language to highlight benefits over features.
Stressing the importance of personal and firm branding for accounting professionals.
Encouraging intentional marketing efforts to strengthen brand presence.
Resources and Opportunities:
Promoting podcast subscriptions for continued learning.
Highlighting GrowCon as an event for professional development.
Offering free resources available through Universal Accounting to support bookkeeping and accounting businesses.
Thank you to Heather Hurst for underscoring the transformative power of consistent branding and effective communication in the accounting industry, advocating for a strategic, outcome-focused approach to client relations and marketing, in this episode. By focusing on these key elements, accounting professionals can enhance their branding, improve client relationships, and achieve greater success in their practice.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Weâd like to invite you to listen to the Canopy podcast: https://calendar.google.com/calendar/u/0/appointments/schedules/AcZssZ3AGdF9R6FkoJ41z4fk9uZ_ptB1bcBkjt-hzG8ONGmlvdGVYizyfFJ49ujbnxw1SCe8fjtrEFJe
And for those who need CPE, check out their CPE library: https://www.getcanopy.com/courses
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 accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât 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 weâve 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. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât 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!
Join us for another enlightening episode of "Building the Premier Accounting Firm" as your host, Roger Knecht, sits down with Accountapreneur, Michelle Quinonez for a captivating conversation. Michelle takes us on a journey through her incredible path in accounting and the establishment of her own successful business.
Discover the driving force behind Michelle's unique approach to businessâthe 'State of Being' and explore how this profound mindset influences her decision-making and fuels her ambition to continuously push boundaries and redefine success.
Michelle talks about what financial transparency means to her and its significance in both her professional and personal life. Delve into the depths of Michelle's experiences with financial transparency as she distinguishes its impact in various aspects of her life. Uncover the areas where it benefits her the most, opening doors to trust, authenticity, and stronger client relationships.
Michelle and Roger also talk about moneyâa subject that fascinates us all. Michelle shares her unique perspective on money and its role in her life. She explores the concept of an abundance mindset and how embracing it can transform our relationship with money and pave the way for financial success.
Roger and Michelle share their secrets to effectively communicating the value of CFO & Advisory services to their clients and strategies for helping clients understand and appreciate the worth of these services, in enabling them to make informed decisions that drive their businesses forward.
Get ready to be inspired, empowered, and equipped with a fresh perspective on accounting, entrepreneurship, and building your own premier accounting firm. Tune in to "Building the Premier Accounting Firm" and join Roger Knecht and Michelle Quinonez on this exhilarating podcast episode.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Michelle Quinonez
Owner and founder of MR Books Advisory & Pocket Your Profit where Michelle offers Virtual CFO and Custom Accounting firm. MR Books Advisory exists to Empower business owners to own their financial success! Replacing confusion, stress, and uncertainty with Clarity, Freedom, and Control.
It's your business. Your profit should come first.
This is not your typical CFO or Bookkeeping firm. I serve entrepreneurs and small business owners to grow their businesses, profitably.
Learn how to end the Paycheck-to-Paycheck Limiting Mindset. Solve the dead-end income problem by empowering your small business towards freedom and profitability. Pocket Your Profit provides a level of insight, education, and implementation that is focused on inspiring mutual financial success and growth.
Her philosophy and expertise maximize Money & Time through profit-focused cash management and scalable systems. This approach provides both businesses and business leaders with the keys to unlocking financial success and freedom.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Ikigai - the secret to a long and happy life
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 accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âin the BLACK, nine principles to make your business profitableâ â e-book
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â 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 donât 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
-
In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht interviews Kasey Anton, founder of Spark Business Consulting and author of âProfit First For Restaurants.â
Kasey shares her transformative journey from the restaurant industry to establishing a thriving accounting firm. This episode is a treasure trove of insights for anyone looking to understand the vital role of accessible financial data in achieving business profitability.
Main Themes:
From Restaurants to Accounting:
Kasey details her career transition from owning a restaurant to founding an accounting firm.
She emphasizes the importance of collaboration between chefs and business owners for operational success.
Accountants as Advisors:
Roger advocates for accountants to move beyond traditional roles and take on advisory positions.
Roger and Kasey discuss the importance of providing solutions rather than just identifying financial issues.
The Evolving Role of Accountants:
The discussion highlights the shift towards interpretive and advisory services in the accounting field.
Kasey recommends utilizing tools like Loom videos to explain financial statements, enhancing client understanding and trust.
Niche Specialization:
The hosts stress the benefits of specializing in niches like the restaurant industry to provide targeted financial guidance.
Kasey shares how niche focus can improve client relationships and business growth.
Profit First Methodology:
Kasey explains her enthusiasm for the Profit First methodology and its positive impact on businesses.
She discusses her book, which merges Profit First principles with her restaurant industry insights.
Financial Management and Growth:
Roger stresses the importance of understanding financial data objectively for fostering business growth.
Roger and Kasy share strategies for implementing Profit First principles for better financial management and profitability.
Listener Engagement:
Subscribe: Donât miss out on future episodes filled with strategies for business improvement.
Attend GrowCon: Join the annual conference for networking opportunities and industry insights.
Thank you for tuning in to another insightful episode of Building the Premier Accounting Firm. To learn more about how you can start your own successful accounting business, call 435-344-2060, or schedule a time to discuss your future with Universal Accounting Centerâs team of expert coaches online at this link.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get a gorgeous "swag" box that will include the book and workbook and all things money-related www.profitfirst4restaurants.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 accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât 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 weâve 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. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât 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 Profit First for Resturants with Kasey Anton.
-
Join us as we revisit this conversation from 2023!
Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, we have the privilege of sitting down with Alyssa Dillon, a highly experienced financial professional with nearly 15 years of expertise. Get ready for an enlightening conversation as Alyssa shares her remarkable journey from team leader to CFO in the corporate world, and ultimately, her decision to become an entrepreneur.
Alyssa takes us through the pivotal moments that led her to start her own business, revealing the valuable lessons she learned about herself along the way. She passionately discusses her commitment to working with women and eradicating generational poverty, highlighting how she empowers the women she encounters with the tools for success.
We delve into Alyssa's perspective on generational wealth, exploring what it truly means to her and the legacy she desires to pass down to her children. Discover the unique aspects of her accounting firm, where she seamlessly blends her roles as a CFO and CEO. Alyssa reveals her strategies for effective delegation, which she has successfully transferred to her coaching business and her Mastermind.
Speaking of Masterminds, Alyssa shares her invaluable insights on their transformative power. She unveils the profound impact that Masterminds have had on her own growth, relationships, and professional development. Gain a deeper understanding of what Masterminds mean to her and the differences between free and paid programs.
Intrigued by high ticket clients? Alyssa unravels the secrets behind attracting these discerning clients and the services they find most valuable. Discover the true worth of high ticket clients and the investment they are willing to make in their financial success.
As the conversation draws to a close, Alyssa reveals her aspirations for her children and the profound lessons she hopes they will learn from her journey. Join us as we explore these captivating topics and gain valuable insights from an exceptional financial leader.
Tune in to "Building the Premier Accounting Firm" with Roger Knecht and special guest Alyssa Dillon. Prepare to be inspired, informed, and empowered as we unravel the secrets to success in the world of finance and entrepreneurship.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Alyssa Dillon
Alyssa has worked in the financial space for nearly 15 years. During this time she has MASTERED the way Business Owners feel about their money, why they HIRE financial professionals, and what motivates them to pay.
Even better - she has developed and deployed strategies to help not only herself reach multi 6 figures in my small virtual accounting firm, but she is helping other financial pros do it too.
She has been so lucky to help coaches, consultants, and service providers in the finance industry build multi 6 figure and 7-figure companies.
She deeply cares about women making more money, ending generational poverty, and building generational wealth.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Become a Profit & Growth Expert. In addition to your accounting services learn what you can do to market, sell, price, and provide quality CFO & Advisory services with confidence. Follow the Turnkey process as a Profit & Growth Expert using the Universal Business Builder system.
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 donât 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
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Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht. Today, Roger welcomes Dr. Sabrina Starling, a renowned business psychologist and author. Dr. Starling and Roger delve into critical topics affecting accounting businesses, such as marketing, pricing, and staffing. Plus, Dr. Starling discusses her advocacy for finding a balanced work-life dynamic.
Key Discussion Points:
Marketing, Pricing, and Staffing in Accounting:
Dr. Starling shares insights on crucial aspects such as marketing strategies, appropriate pricing models, and effective staffing techniques tailored for accounting businesses.
Advocacy for Work-Life Balance:
Roger and Dr. Starling emphasize the importance of taking vacations and prioritizing life over work.
Dr. Starling lays out her ambitious goal to help 10,000 entrepreneurs take 4-week vacations within the next decade.
Effective Hiring Practices:
Insights from Dr. Starlingâs research and interviews with successful small business owners.
Overview of her book series focused on attracting and retaining top talent.
Networking and Positive Work Environments:
Roger highlights the significance of building strong professional relationships and fostering a supportive work culture.
Dr. Starling and Roger discuss the benefits and limitations of policies such as unlimited vacation and sick time, and offering salaried positions to enhance employee satisfaction and balance.
Sustaining Well-Being:
The hosts present strategies for planning time off to prevent post-vacation blues.
Dr. Starling recommendations to schedule future plans within an 8 to 12-week timeframe to maintain a positive outlook.
Challenges of Disconnecting from Work:
Acknowledgement of the difficulties business owners face in detaching from work responsibilities.
Techniques to focus on high-value tasks and delegate effectively to achieve a balanced lifestyle.
Building Self-Sufficient Businesses:
Discussion on creating systems and processes that allow businesses to operate independently.
Importance of self-care and utilizing available resources for business growth and personal well-being.
Setting Boundaries and Prioritizing Self-Care:
Practical advice on establishing boundaries to protect personal time.
Encouragement to seek support and maintain a healthy balance between business and personal life.
Join us as Dr. Sabrina Starling provides valuable insights and actionable strategies to help accounting professionals and business owners achieve a sustainable work-life balance, ensuring long-term success and personal fulfillment.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
As the host of Profit by Design Podcast and our guest on the show today Dr. Sabrina is offering our listeners two important resources, the first is the $10k assessment sheet and the opportunity to pledge to work towards and take Your 4-week Vacation.
For more information regarding each and Dr. Sabrina, check out her website: www.tapthepotential.com
Roger also shares receiving your PreScore. This is a must-have when considering stepping back or away from the daily operations of the business. Take a moment and see how ready you are for this next change in your career as you empower your team to work more autonomously
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 accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât 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 weâve 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. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât 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 25 hour work weeks and 4 week vacations with Dr. Sabrina Starling
-
Join us as we revisit this conversation from 2023!
Welcome to "Building the Premier Accounting Firm" with your host Roger Knecht. In this episode, Roger sits down with Troy Ballard, a highly experienced and certified professional bookkeeper and Accountapreneur with over three decades of experience in the field of bookkeeping.
Tune in as they delve into a wide range of topics, uncovering Troy's journey from starting out as an accountant to eventually launching her own company. Discover the fascinating concept of heart-led businesses, why Troy chooses to specialize in these unique ventures, and how she helps her clients overcome the shame of charging for their invaluable services.
As an expert in targeting heart-led businesses, Troy shares her effective strategies for marketing her services and building genuine relationships with clients in this niche. Gain insights into the industries she collaborates with and learn why cultivating deep connections is vital in her line of work.
But it doesn't stop there. Join the conversation as Troy opens up about her personal methods for decompressing from stress and work, drawing inspiration from her experience as a dog trainer and pet owner. Discover the unexpected ways she integrates her passion for animals into her client interactions.
Looking ahead, Troy provides valuable insights into the future of the accounting industry and how it is evolving to accommodate the rise of Millennials and Gen-Z-ers as future business owners. Uncover what accountants need to know about these generations to stay ahead of the curve.
With so many intriguing topics covered in this episode, you won't want to miss out. Join Roger Knecht and his guest, Troy Ballard, as they explore the fascinating world of accounting, heart-led businesses, relationship building, and the future of the industry. Get ready for an insightful and engaging conversation that will leave you inspired to build your own premier accounting firm.
Tune in to "Building the Premier Accounting Firm" with Roger Knecht, available now on your favorite podcast platform.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Troy Ballard
Troy Ballard is a highly experienced and certified professional bookkeeper with over three decades of experience in the field of bookkeeping. She started her own business in 2015 providing top-notch bookkeeping services to help businesses achieve profit and growth. In addition to her expertise in finance, Troy is also a talented musician who plays the guitar and writes songs and poems in her free time. She is also an avid dog lover and trains her pet for competition events. With her diverse interests and extensive experience, Troy is a well-rounded and valuable asset for any organization.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Become a certified Profit & Growth Expert.
As you transition into advisory services itâs important you understand how best to market your services, sell, price and fulfill you client engagements with confidence and competence. Learn how best to work with your clients as their strategic accounting, or as we like to say, âtheir Profit & Growth Expertâ.
Learn more HERE and see what you can do to add these valuable services to your offerings to become the premier accounting firm in your area.
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 donât 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
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In this episode, Universal Accounting Center President Roger Knecht dives deep into the world of accounting and bookkeeping with Matthew Pollard, a renowned expert in rapid business growth. Pollard shares his wisdom on how to transform an accounting firm into a premier establishment by leveraging motivation, goal-setting, and strategic differentiation.
Main Themes:
Motivation and Goal Achievement:
Insights on maintaining motivation and setting effective, achievable goals.
Strategies to stay focused and driven in the competitive accounting landscape.
Differentiation and Niche Marketing:
Importance of carving out a niche within the accounting and bookkeeping sectors.
Tips on confidently articulating your unique value proposition to command higher prices.
Strengths of Introverts:
Utilizing introverted strengths such as planning, preparation, empathy, and active listening.
Effective networking and client positioning strategies tailored for introverts.
Unique Client Service Approaches:
Case studies illustrating success through deeper cultural insights and personalized service.
Emphasis on understanding cultural nuances and building rapport for long-term client relationships.
Rebranding and Specialized Programs:
How to rebrand services for targeted marketing and create specialized programs.
Focus on clear messaging and highlighting client benefits to stand out in the market.
Storytelling in Business:
The power of storytelling to engage clients emotionally and understand their needs.
Crafting authentic stories that showcase successful outcomes to drive business growth.
Value Proposition and Advisory Roles:
Communicating value through personalized packages and transitioning into advisory roles.
Justifying higher service prices by emphasizing expertise and tailored client support.
Key Takeaways:
Building a premier accounting firm requires more than just technical skills; it demands strategic differentiation and deep client understanding.
Introverted professionals have unique strengths that can be leveraged for effective client interactions and networking.
Storytelling and cultural insights are powerful tools in creating lasting client relationships and ensuring business growth.
Clear, targeted marketing and specialized programs can help firms stand out and command premium prices.
Transitioning to advisory roles and emphasizing personalized value can justify higher service rates and improve client retention.
Join us as Matthew Pollard shares actionable strategies and insights that can help elevate your accounting firm to new heights.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get the first chapter of the Introvert's Edge free: https://matthewpollard.com/theintrovertsedge/book
Or get the first chapter of the Introvert's Edge to Networking free: http://theintrovertsedge.com/networkin
But donât forget to get your copy of The 3 Steps to Rapid Growth: https://matthewpollard.com/three-steps-rapid-growth/
You also need to read, âYour Strategic Accountantâ: https://universalbusinessbuilders.com/your-strategic-accounting-landing-page-accountants
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 accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât 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 weâve 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. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât 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
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Join us this Wednesday for a new episode where Roger discusses sales systems for introverts with Matthew Pollard
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Join us as we revisit this conversation from 2023!
Welcome to another episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this insightful episode, Roger sits down with Elizabeth Szporn, a seasoned guide at Profit First Professionals. As an expert in transforming accounting, bookkeeping, and coaching firms, Elizabeth brings a wealth of knowledge and experience to the conversation.
The episode kicks off with Elizabeth sharing her inspiring journey into the accounting industry. From humble beginnings to becoming a trusted advisor, she reveals the pivotal moments that shaped her career and passion for helping entrepreneurs succeed.
One of the key concepts they delve into is the profit-first philosophy. Elizabeth explains how this transformative approach can revolutionize the way entrepreneurs manage their finances. By prioritizing profit and applying strategic allocation methods, she unveils how businesses can thrive in any economic climate.
Ever heard of Parkinson's law? Elizabeth and Roger shed light on this powerful principle and explore its practical application in the world of accounting. Discover how Accountapreneurs can leverage Parkinson's law and the profit-first philosophy to optimize their business operations, increase productivity, and achieve sustainable growth.
But what holds entrepreneurs back from embracing the profit-first philosophy? Elizabeth addresses this common challenge head-on, highlighting the fears and misconceptions that often hinder adoption. Through real-life examples and success stories, she demonstrates the profound impact that embracing a profit-first mindset can have on businesses of all sizes.
They also talk about the struggles accountants face when transitioning into the advisory space. Elizabeth shares valuable insights on how to overcome these obstacles and find the perfect balance between pricing and client fulfillment. Discover the Goldilocks method, a practical approach to tailoring your services to meet client needs while ensuring profitability and value.
Tune in to this captivating episode of "Building the Premier Accounting Firm" to gain a deeper understanding of the profit-first philosophy, Parkinson's law, and how they can transform your business. Elizabeth Szporn's expertise and anecdotes will inspire and empower you to take proactive steps towards building a thriving accounting firm that stands out in the industry.
Don't miss out on this engaging discussion that touches upon various topics, including entrepreneurship, financial management, client relationships, and more. Join Roger Knecht and Elizabeth Szporn as they share their valuable insights on the path to success in the accounting world.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Liz Szporn
Liz Szporn is a Guide at Profit First Professionals where she supports the transformation of accounting, bookkeeping and coaching firms. She particularly loves working on content and strategy to increase client engagement starting at the beginning of the sales cycle. Liz has 20+ years of experience as an executive and entrepreneur with a track record of financial success and strong leadership skills. In addition to being a Guide, Liz is a co-host on the Grow My Accounting Practice podcast, with Mike Michalowicz and Ron Saharyan. She also co-founded Leaderally, a professional development organization dedicated to educators, where she produces content and curriculum for online and in-person courses and workshops. Liz lives in New Jersey with her husband, three children, and two dogs.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Connect with Roger and Liz on Linkedin
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 accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â the how-to-guide e-book for accounting professionals
âin the BLACK, nine principles to make your business profitableâ â e-book
âProfit Firstâ - Eliminate Entrepreneural Poverty, transform your business & your clients from a cash-eating monster to a money making machine using this proven system
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 donât 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
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Welcome to Building the Premier Accounting Firm with Roger Knecht, where we delve into the essential elements of overcoming business obstacles with Laurent Notin, a dedicated business coach who specializes in guiding entrepreneurs through their journey. Laurent highlights the crucial role of a supportive entrepreneurial environment and the mental resilience needed to thrive in business. The conversation focuses on the sacrifices required for success, the importance of self-care, mental well-being, and maintaining a positive mindset.
Main Topics
Influence of Surroundings:
Laurent outlines the significance of a supportive and inspiring entrepreneurial environment.
He notes that surroundings can impact an entrepreneurâs mindset and business outcomes.
Mental Resilience and Self-Care:
Roger and Laurent exchange strategies for building mental resilience to face business challenges.
Laurent explains the importance of self-care and mental well-being in sustaining long-term success.
Personal Growth and Alignment with Values:
They frame success as a personal journey aligned with individual values.
The importance of personal growth in business development is discussed.
Delegation and Focus:
Laurent champions the necessity of delegating non-revenue tasks to prioritize revenue-generating activities.
Roger recommends viewing expenses as investments for business growth.
Overcoming Delegation Fears:
Techniques to overcome fears associated with delegation through self-awareness and emotional intelligence.
Physical awareness techniques to support the delegation process.
Health and Self-Improvement:
The role of physical health in entrepreneurial success.
Continuous self-improvement and its impact on business.
Gratitude and Self-Empowerment:
The importance of expressing gratitude throughout the entrepreneurial journey.
Empowering oneself to define and navigate a personal path to success.
Conclusion:
Laurent Notin provides a comprehensive guide for entrepreneurs to overcome business obstacles through mental resilience, effective delegation, and self-care. By focusing on personal growth and aligning with individual values, entrepreneurs can create a sustainable path to success. This episode is a valuable resource for anyone looking to empower themselves and thrive in their entrepreneurial endeavors.
Join us as we explore the journey of entrepreneurship with Lauren Norton and gain insights on how to overcome obstacles, prioritize well-being, and achieve personal and business growth. Donât forget to check out the resources provided for further support and development.Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
My eBook THRIVE: 8 ESSENTIAL TACTICS TO EXCEL AS AN ENTREPRENEUR & PROPEL YOUR BUSINESS FORWARD!, which provides eight practical tactics to propel the business forward and tackle bottlenecks head-on - https://www.laurentnotin.com/get-my-ebook
The Bottleneck Index, an accurate tool to identify, understand, and overcome existing and potential business bottlenecks - https://www.laurentnotin.com/the-bottleneck-index
A free Impact Assessment call with me to receive personalized guidance on how to tackle their bottlenecks - https://www.laurentnotin.com/booking-calendar/free-impact-assessment-call?referral=service_list_widget
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 accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât 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 weâve 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. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât 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
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