Episodit
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Join us as we revisit this conversation from 2020!
Michelle is an optimist, seeing opportunity and potential new clients everywhere.
Selling accounting services can be fun and when you combine passion with an abundant mindset there is no stopping your potential to build your business.
Listen as Roger and Michelle discuss principles you can use to become comfortable selling your quality accounting services.
In the end, it’s about helping your clients and letting them see you as the expert to help them.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Michelle Weinstein
Michelle trains accountants how to use her unique and proven system to sell more services, overcome any objection, and have a life full of abundance!
She has successfully trained CPAs how to actually and efficiently IMPLEMENT powerful techniques adding $10k to $50k in additional revenue every month.
Michelle is also the host of the, The Abundant Accountant Podcast is where accounting professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. She cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so accounting professionals can stop giving away their time and expertise away for free and start being paid their value and worth!
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.Offers:
Michelle shared that she sees way too many accounting professionals who are overworked, underpaid, and underappreciated. Is that you? 8weeksalesmastery.com
That’s why I’ve created a simple 5-step process for accountants so that you can feel confident positioning yourself as the expert, get consistent, high-quality referrals, and easily get people to say YES to paying you what you’re worth (no matter how much you charge), while working less all year round. Go to 5stepstoabundance.com now if you want to stop waiting around for the busy season every year and have an accounting practice full of high-level clients who are happy to pay you the fees you deserve and who actually appreciate the work you do for them.
Get the sales training built specifically for accounting professionals so that you can Sell with Confidence applying the principles of Strategic Selling. Take a moment and download this overview of the process with this Cut to the Chase pdf
Get a FREE copy of each of the two books all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must-have additions to every accountant's library to provide the value clients look for today:
“in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionalsRemember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
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Join Roger Knecht as he welcomes Ralph Estep Jr. to Building the Premier Accounting Firm. In this enlightening conversation, they explore relationship-based accounting, the integration of faith and purpose in business operations, and strategies for developing a comprehensive accounting practice. Learn how meaningful client connections and a dedication to service can elevate your firm to new heights.
In This Episode:• Building lasting client relationships through authentic care and understanding
Key Takeaways:
• Integrating faith-based principles into accounting practices
• Developing diverse skills to better serve clients
• Creating value through proactive communication
• Balancing technical expertise with personal connection🤝 Build Lifelong Relationships: Focus on making genuine connections with clients, understanding their personal and professional goals.
🌟 Incorporate Faith and Purpose: Align your accounting practice with your values to create a fulfilling and impactful career.
🌱 Be a Well-Rounded Professional: Diversify your experiences and interests to better relate to clients and offer holistic advice.
❤️ Show Genuine Care: Prioritize your clients’ well-being to improve the quality of your services and foster long-term loyalty.
🗣️ Communicate Proactively: Use technology and personal interactions to keep clients informed and engaged.
Thank you for joining us on this episode of Building the Premier Accounting Firm. For more information on how you can start your own accounting practice, or implement the strategies mentioned in this episode at your firm, connect with our team at 435-344-2060.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get your copy of Mastering Your Finances by Ralph Estep. It's your roadmap to a secure and thriving financial future.
Also, take advantage of this opportunity to enroll for free in Personal and Family Finance.
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
“in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
“Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
“Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.
Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.
Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON 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
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Puuttuva jakso?
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Join us this Wednesday for a new episode where Roger discusses building relationships with Ralph Estep Jr.
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In this episode of “Building the Premier Accounting Firm,” host Roger Knech interviews Sarah Webb, founder of Web CFO, about transitioning from corporate finance to launching a successful virtual CFO and accounting business. Sarah shares insights on marketing strategies, fractional CFO services, and building a client-centric firm. Learn how her diverse experience and marketing savvy propelled her accounting business.
Key Takeaways:Embrace relationship building over aggressive sales tactics for sustainable growth.
Define fractional CFO services as a blend of accurate accounting and forward-looking financial insights.
Focus on KPIs such as accounts receivable, cash flow, and gross profit to drive client success.
Encourage business owners to delegate effectively and take time off to build self-sustaining businesses.
Implement fraud prevention measures, including receipt verification and accounting email management.
Featured Quotes:Sarah Webb: “I don’t want to say I’m always selling, I’m always relationship building. And just because you tell me no now doesn’t mean it’s no forever.”
Roger Knech: “Accounting is the language of business and the company is communicating via these numbers to the business owner what is going well, what needs attention, what needs to be fixed.”
Sarah Webb: “I am grateful for the flexibility of this profession that allows me to kind of do all different things.”
Thank you for joining us for this episode of Building the Premier Accounting Firm. Learn more about how you can add CFO services to your firm’s offerings by calling our team at 435-344-2060.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Enroll for free in this course for Personal & Family Financials
Then get your free copies of “Your Strategic Accountant” and “Your Profit & Growth Expert”.
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
“in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
“Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
“Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.
Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.
Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON 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
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Join us this Friday for a new episode where Roger discusses leaving your current role and going out on your own with Sarah Webb
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Join us as we revisit this conversation from 2020!
What is it that we can do, that we can declare that will make our services more compelling and meaningful to business owners?
Larry is passionate about the work he does for his clients and it is contagious. Listen and He shares with Roger why he feels we need to be more aggressive in our marketing. He also challenges us to also become authors to share our story and message. Are you ready for that next step in your business and have a new powerful marketing asset?
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Larry Weinstein, CPA
Larry M. Weinstein is a CPA (Texas) also known as the Tax Terminator® and the CPA for Lawyers®. He is the Managing Director of TaxTerminatorHQ.com and
TheCPAforLawyers.com. Larry graduated from the University of Houston with a BBA in Accounting and began his career in the Houston office of Arthur Young, now known as Ernst & Young.
In private practice since 1988, Larry concentrates in the area of IRS Tax Planning and Preparation, mostly for closely-held businesses and professional practices.
Larry has worked with hundreds of individuals, business, and professional practice owners through the years, helping them to LEGALLY lower their taxes while staying compliant with the IRS rules and regulations.
Larry is the developer of the Strategic Tax MinimizationTM Process.
Larry lives in Houston with his wife and Teddy the Texas Tax Cocker Spaniel. When he is not spending time with his family, he enjoys riding his recumbent tricycle and bicycle, fishing from his kayak and photography.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.Offers:
Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountants library to provide the value clients look for today:
“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionalsRemember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com
or call us at 801.265.3777
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In this episode of “Building the Premier Accounting Firm,” Roger Knecht interviews Scott Maderer on aligning personal purpose with business goals. Discover how to identify your calling, manage time and finances effectively, and build a fulfilling career in accounting. Gain actionable strategies for self-reflection and achieving authentic success.
Scott and his wife Carrie started a ministry which evolved into Inspired Stewardship, a business focused on helping Christian men and couples live out their calling. Scott’s personal journey through financial struggles and rediscovering his faith informs his coaching approach, emphasizing self-reflection and aligning actions with core values.
Key Takeaways from the episode:
🤔 Identify the difference between your calling and your assignments for a more purposeful life.
🗓️ Perform a time audit to understand where your energy is being spent and reclaim wasted time.
❤️🩹 Reflect on past experiences to identify patterns in what gives you energy versus what drains you.
🚫 Learn to say “no” to opportunities that don’t align with your core values and purpose.
🙏🏼 Integrate faith and personal values into your business for a more authentic approach.
Thank you for joining us for another episode of Building the Premier Accounting Firm. If you have questions about starting your own journey to entrepreneurship with an accounting business of your own, call 435-344-2060.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Scott has some free resources to take advantage of: https://inspiredstewardship.com/premieraccounting
Visit: https://inspiredstewardship.com/premieraccountinghttps://inspiredstewardship.com/premieraccounting
Gain the confidence to run your daily routine using Time Management and have a healthy relationship with money.
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
“in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
“Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
“Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.
Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.
Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON 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
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In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Len Bruskiewitz, a seasoned business coach and certified exit planning advisor with extensive experience in helping business owners navigate successful transitions. Drawing from his background in tech and business coaching, Len shares invaluable insights about the critical intersection of accounting and exit planning. They explore how accounting professionals can better serve their clients while preparing their own firms for future transitions.
In This Episode:Understanding the fundamentals of exit planning
The role of accounting in business transitions
Maximizing business value through proper documentation
Different exit strategies and their implications
Building sustainable processes for long-term success
Key Takeaways:Recognize the importance of exit planning and its impact on business value and legacy.
Understand how EBITDA and add-backs influence business valuation, irrespective of tax strategies.
Identify common reasons why business owners avoid exit planning, and how to overcome these hurdles.
Implement strategies to build a sustainable business with documented processes and a strong client base to increase valuation.
Explore various exit options: family succession, employee/management buyout, or third-party sale, and weigh their respective pros and cons.
Final Thoughts:
Len’s journey from technology to exit planning expertise underscores how accounting professionals must integrate exit planning into their client services, emphasizing its significance for business valuation and post-exit success. The discussion highlights the importance of creating self-sustaining businesses through proper documentation and systems. Thank you for joining us on this episode of Building the Premier Accounting Firm. Connect with our team at 435-344-2060 to learn more about how you can grow your accounting business today.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Use this FREE tool to get a quick estimation of your business value and an overview of the things that would increase that valuation. Go HERE: www.greaterheightscoaching.com to access the Business Valuation Calculator.
Also, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.
Now is the time to also become for your clients a certified Profit & Growth Expert, PGE. Add to your accounting services the CFO & Advisory skills you need to help your clients plan for their exits.
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
“in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
“Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
“Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.
Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.
Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
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
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Join us this Wednesday for a new episode where Roger discusses business exits with Len Bruskiewitz.
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Join us as we revisit this conversation from 2020!
Speak peer to peer with your potential clients to get paid what you are worth with a confidence.
Listen as Vanessa and Roger discuss the specific things, we each can do to effectively build the company with clients that are paying us more. Why, because we offer quality accounting services and know how to properly determine its real value.
Vanessa and Roger have a fun conversation that you’ll enjoy but also leave with some good notes so come prepared to listen with paper and pen handy.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Vanessa Ugatti
Vanessa Ugatti, author of Amazon Best-seller, ‘True Worth: How to Charge What You’re Worth and Get It’ helps people go from utterly clueless and powerless to expert and confident when charging their clients, although always ethically, by sharing her TRUE WORTH blueprint which cures this familiar problem.
Described as: “A miracle worker” “magic” and “simply the best”, Vanessa loves to empower transformation in those who provide an excellent service yet undervalue themselves. At the core of her work is increasing self-worth which she says is at the heart of everything we do and drives behaviour.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.Offers:
Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountants library to provide the value clients look for today:
“in the BLACK, nine principles to make your business profitable” – e-bookComplimentary download from Vanessa of her Amazon Best Seller, True Worth
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
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In this episode of Building the Premier Accounting Firm, business strategist Wendy Barland sits down with Roger Knecht and shares her journey from South Africa to building and selling a seven-figure accounting firm, offering insights on acquisitions, remote teams, and the importance of defining accounting services. Discover how to cultivate a thriving accounting business and create a fulfilling career.
In This Episode:Wendy shares her journey from South Africa to building a successful accounting practice, discussing key strategies for firm acquisitions, remote team management, and service definition. She details her experience buying and integrating two firms, building a remote workforce, and ultimately selling her practice.
Key Takeaways:Acquire strategically: Evaluate firms carefully and understand the value beyond just revenue. 💰
Embrace remote work: Build a responsible and respectful remote team by setting clear expectations and focusing on results. 🌍
Define services clearly: Differentiate between bookkeeping, accounting, and CFO services to manage client expectations effectively. 📊
Prioritize company culture: Create a positive work environment to attract and retain top talent. 🌟
Plan your exit: Prepare for the emotional and practical aspects of selling your business with a clear post-sale plan. 🗓️
Thank you for joining us for another episode of Building the Premier Accounting Firm. For more information on how you can follow in Wendy’s footsteps and start your own thriving accounting business, visit us at universalaccounting.com or call 435-344-2060.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Reach out the Wendy, she’s happy to connect - Visit: www.wendybarlin.com
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
“in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
“Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
“Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.
Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.
Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON 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
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Join us this Friday for a new episode where Roger discusses people, processes, and profit with Wendy Barlin.
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Join Roger Knecht and Microsoft MVP Jeff Lenning in this dynamic episode of Building the Premier Accounting Firm, where they delve into Excel mastery for accounting professionals. 🚀
Learn how to transform your workflow with advanced Excel features like Power Query and Pivot Tables, while exploring the revolutionary impact of AI on spreadsheet efficiency. This must-listen episode provides concrete strategies for accountants to reduce manual work and boost productivity through Excel automation. 📊
In This Episode:The episode explores essential Excel features for accountants, including Power Query for data automation, Pivot Tables for analysis, and AI integration for enhanced productivity. Jeff shares insights on implementing error-checking systems and transforming manual processes into automated solutions. The discussion covers the importance of Excel education for career development and practical tips for immediate workflow improvement.
Key Takeaways:Master data automation through Power Query, Power Pivot, and Pivot Tables for streamlined workflows. ⚙️
Enhance Excel proficiency using AI tools like ChatGPT and Microsoft Copilot for formula comprehension. 🤖
Implement dedicated error-checking systems to ensure report accuracy and reliability. ✅
Transform manual processes into formula-driven solutions for enhanced workflow automation. 💡
Invest in Excel education for emerging professionals to strengthen their career prospects. 🧑🎓
Episode Wrap-UpThanks for joining us for this enlightening conversation with Jeff Lenning on Excel mastery in accounting. Remember to implement these powerful automation techniques in your practice, and don’t forget to check out Excel University for more advanced tips. For a deeper dive into building a thriving accounting practice, visit universalaccounting.com or call 435-344-2060.
Until next time, keep innovating and automating! 🚀
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Sign up for the FREE Excel weekly tips newsletter and take a free Excel class: https://www.excel-university.com/tips
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
“in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
“Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
“Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.
Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.
Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON 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
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Join us this Wednesday for a new episode where Roger discusses the power of excel with Jeff Lenning
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Join us as we revisit this conversation from 2020!
As we work with our accounting clients, we need to consider their experience with us. It begins with the on boarding as a new client but then continues month after month as we help them find value in the information we provide.
Listen as Chris and Roger discuss that experience and how accountants can improve it for the client using technology. Consider the example Chris shares as he references what we are all familiar with when it comes to the banking industry.
It’s time to consider ways to update your client interaction and retention.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Chris Farrell
Chris Farrell is the CEO of Liscio, a software company that develops Client Experience software for accountants. Prior to Liscio, Chris served as the CFO of a NASDAQ-listed company and as an auditor for Arthur Andersen. He earned his MBA at UCLA his CPA license in California. Chris lives with his wife and son in San Francisco, California.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.Offers:
Get a FREE copy of :
“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionalsClick HERE to learn more of Liscio and how it can help you leverage technology within your business
In a spirit of sharing, Chris invites you to reach out and speak with him directly. Each week he speaks with various owners of accounting businesses. As such he’d be happy to listen and offer advice to help you in your business: [email protected]
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com
or call us at 801.265.3777
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Welcome to another insightful episode of Building the Premier Accounting Firm, where Roger Knecht, president of Universal Accounting Center, guides you on your journey to building a successful accounting business. In this episode, we have the privilege of welcoming Vamsi Polimetla, a seasoned leadership development coach with an impressive track record at pioneering companies like SpaceX, Amazon and Apple. Vamsi shares his expertise on unleashing the untapped potential within individuals, drawing on Eastern philosophies to help clients achieve their goals more efficiently.
Episode Highlights:
Vamsi’s Journey:
Vamsi recounts his transformative journey from India to a 23-year career in IT before transitioning to leadership coaching.
He shares personal growth experiences, including moving to the U.S. and overcoming self-doubt, which have shaped his coaching philosophy.
Philosophy and Approach:
Discussion on leveraging Eastern philosophies to help individuals step out of their comfort zones and create long-term life visions.
Insights into maintaining focus on meaningful tasks for personal and professional success.
Marketing and Sales for Accounting Professionals:
A deep dive into the importance of using CRMs and email marketing for client acquisition in the accounting industry.
Practical tips for accountants on developing effective marketing and sales strategies.
Personal Development and Fulfillment:
Vamsi shares transformative experiences, such as attending a Tony Robbins event, that inspired his shift from pursuing executive roles to finding fulfillment in serving others.
Emphasizes the significance of proactive personal development and surrounding oneself with positive influences.
Concepts and Frameworks:
Introduction to Dan Sullivan’s concepts of “free days” and the importance of taking action before feeling completely ready.
Life as a journey requires a destination, flexible paths, patience, and resilience.
Presentation of the “four four four four” framework for personal and professional development, promoting clarity and momentum.
Conclusion:
Join us as we delve into these valuable insights with Vamsi, and learn how to apply them for positive change and personal fulfillment in your professional journey. Whether you’re in the accounting field or looking to unlock your potential, this episode offers actionable advice and inspiration. Don’t miss out on the opportunity to transform your approach to life and work.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Connect with Vamsi: https://www.linkedin.com/in/vamsipolimetla/
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
“in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
“Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
“Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.
In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON 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
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Join us this Friday for a new episode where Roger discusses doing the impossible with Vamsi Polimetia.
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In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Jeremy Estey, a seasoned marketing expert specializing in accounting firms. Jeremy shares his expertise on transforming bookkeeping and tax services into profitable ventures through strategic marketing, with a particular emphasis on the power of search engine optimization (SEO).
Main Themes:
Jeremy Estey’s Journey:
Transition from the golf media industry to founding Amber Sky Marketing.
Specialization in accounting firms, focusing on cash flow services and business adaptation.
Enhancing Bookkeeping and Tax Services:
Shifting focus from low-profit tax returns to lucrative recurring clients.
Using SEO to optimize web pages for better search engine rankings.
Content Marketing and Trust Building:
Importance of creating relevant and engaging content to build trust and establish credibility.
Positioning businesses as industry experts to attract potential clients.
Value-Added Services in Accounting:
Emphasis on offering tax strategies and advisory roles, especially in cash management.
Educating clients through content marketing and maintaining a robust online presence.
Integrated Online Marketing Strategy:
Differentiating SEO from SEM and the significance of each.
Using Google Ads for ready-to-purchase users and Facebook Ads for brand awareness.
Advocating for an omnichannel approach including social media and email marketing.
Client Conversion Process:
Three-stage process: awareness, relationship building, and conversion.
Utilizing CRM data for nurturing client relationships and future marketing efforts.
Strategic Business Development:
Importance of a business plan, effective pricing, and targeted marketing.
Benefits of niching to streamline efforts and offer tailored services.
Personal Interests:
Jeremy briefly shares his passion for golf, touching upon notable courses and his personal experiences in the sport.Join us as we explore the evolving landscape of accounting firms and discover how strategic marketing can propel your business towards success.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Reach out to Jeremy to learn each of the four components that make up that strategy. https://amberskymarketing.com
You can also reach out to him directly via LinkedIn: https://www.linkedin.com/in/jeremy-r-estey/
Or by email: [email protected]
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
“in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
“Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.
“Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.
Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.
Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON 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 SEO and SEM with Jeremy Estey
-
Join us as we revisit this conversation from 2020!
As we consider our role as accounting professionals and the relationships we have with our clients we need to consider which of our services meet two criteria:
High Impact High Pricing / MarginListen as Charlie and Roger discuss this and 3 important factors when marketing your services:
Awareness Authority ConversationalBe prepared to take some good notes and see what you can do to work ON your business to have the premier accounting firm in your area.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Charlie Price
Charlie Price is a CPA and business consultant that works with accountants to implement high impact, high profit offers, and create simple marketing, pre-sales, and sales systems. Prior to becoming a consultant Charlie spent over 15 years in the accounting industry, including 10 in public accounting. He is the owner of the Marketing Success for Accountants and Bookkeepers Facebook community with over 1800 members
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.Offers:
Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountants library to provide the value clients look for today:
“in the BLACK, nine principles to make your business profitable” – e-bookFrom Charlie:
Daily Action Guide: https://docs.google.com/document/d/1ygABGp_7KypxtM7pNMnxyYjuipa6_m7sX3EDegKaA8g/edit?usp=sharing Join the FB Accounting Group: facebook.com/groups/marketingaccountantsRemember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
- Näytä enemmän
