Episodes
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Join us this Friday for a new episode where Roger discusses social media and AI with Katie Thomas.
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Welcome to another insightful episode of Building the Premier Accounting Firm with your host Roger Knecht. In this episode, Roger dives into how to grow an accounting business with Chad Jenkins, founder of SeedSpark.
This episode centers around entrepreneurial growth in bookkeeping, accounting, and tax businesses. It emphasizes the transition from traditional methods to innovative approaches that foster collaboration and business expansion.Key Highlights:
Entrepreneurial Journey: Chad shares his path, focusing on leveraging growth opportunities and shifting from a solopreneur mindset to business expansion.
Innovative Approaches:
Contrasts traditional accounting with modern strategies encouraging collaboration among professionals.
Advocates for understanding client relationships to deliver exceptional value and encourage additional services.
Collaboration and Differentiation:
Emphasizes the importance of partnerships between accounting firms and other service providers to enhance offerings.
Suggests creating âpower teamsâ for referral relationships and unique service names for differentiation without forming new business entities.
Comprehensive Services:
Highlights the need to provide complete solutions to prevent clients from seeking alternatives.
Technology and Growth:
Discusses the role of technology, especially blockchain, in protecting intellectual property.
Introduces the âcuriosity catalystâ concept for continuous value creation.
Ambitious Growth:
âJust Add a Zeroâ encourages setting expanded financial goals, inspired by visionaries like Jeff Bezos.
Literature for Insight:
âFiction Fuelâ: Redefines friction as a growth catalyst and promotes early market change recognition.
âRed to Blackâ: Guides accounting professionals in enhancing profitability.
Visionary Mindset:
Encourages businesses to act as âheroesâ for stakeholders by addressing friction points.
Advocates for long-term growth through proactive customer engagement and resourceful collaboration.
This episode offers valuable strategies for accounting professionals aiming to grow their businesses by embracing innovation and collaboration. To take the next step toward starting or growing your accounting business, call Universal Accountingâs team of experts 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:
Just Add Zero
https://seedspark.com/freebook/
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 (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.
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.
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 weâve 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. 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. 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 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 4353442060.
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Episodes manquant?
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Join us this Wednesday for a new episode where Roger discusses the art of collaboration with Chad Jenkins
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Join us as we revisit this conversation from 2020!
Listen to this real and honest discussion that Brandon and Roger have regarding starting a business. It takes time and a commitment that in time pays off. Passion for the work makes the difference.
From culture to processes and expectations. What are the true key performance metrics for the office and individuals within the organization? He shares his, can you relate and do you want to also use them?
You have your goals; Brandon has his and although they have changed over time the clarity, he has is clear. As you hear what he has to say consider your purpose and goals for the business.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Brandon Hall, CPA
Brandon is a Certified Public Accountant, national speaker, and is the Founder/CEO of The Real Estate CPA. Brandon works with real estate investors, syndicates, and private equity funds to optimize tax positions and streamline accounting and business functions.
He believes that real estate investing is critical to building sustainable and generational wealth.
Brandon worked at PricewaterhouseCoopers and Ernst & Young prior to launching his own CPA firm, Hall CPA PLLC (The Real Estate CPA). Through the knowledge gain by working with real estate investors, Brandon invests in multi-family properties personally and through his capital group, Naked Capital.Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.Hall CPA PLLC ("The Real Estate CPA")
is a leader in tax and accounting advisory services in the real estate industry. The insights and quality services we deliver help our clients grow and efficiently operate real estate holdings. As a 100% remote CPA firm, we are able to source the best talent across the nation, work with clients across the globe, and continue to service clients regardless of world events.Offers:
The Staying Power Collective (new community for special service firms)
Mini Mastermind Groups - stayingpowercollective.comJoin our new community for firm owners looking to build remote accounting firms: https://forms.gle/uugf7MwtwPoz5Mn89
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 accountant's library to provide the value clients look for today:
âin the BLACK, nine principles to make your business profitableâ â e-bookRemember 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 the Building the Premier Accounting Firm podcast. Join host Roger Knecht as he chats with Karen Reyburn about her journey from a qualified accountant to founding a creative agency dedicated to revolutionizing how accountants market their services. Karen shares her insights on overcoming the unique challenges accountants face when marketing their services, including the challenges of embracing more creative strategies, given the structured nature of their profession.
Main Themes:
Transition to Creativity: Karen discusses her shift from accounting to creative marketing, aiming to help accountants effectively promote their services.
Defining USPs: The episode highlights the importance of identifying unique selling points and understanding target audiences to foster genuine connections with potential clients.
Marketing & Whiskey Production Analogy: Marketing is likened to whiskey production, both requiring patience and strategic planning for sustained success.
Consistent Branding Efforts: Karen emphasizes the need for continuous marketing efforts to build a recognizable and trustworthy brand.
Understanding Client Needs: Effective engagement stems from a deep understanding of client requirements.
Managing Expectations: The discussion covers the necessity of transparency and balancing tried-and-true methods with innovative strategies.
Nurturing Leads: Tips on using online funnels and email campaigns to cultivate potential clients.
Mental and Emotional Challenges: Acknowledging the mental and emotional hurdles accountants face, impacting their marketing effectiveness, and encouraging support during tough times.
Balancing Long-Term and Quick Solutions: The whiskey and gin analogy illustrates the need for both long-term strategies and quick solutions in marketing efforts.
Resources & Engagement:
Courses & Books: Explore a marketing strategies course and recommended readings like âThe Account Marketerâ and âYour Strategic Accountant.â
Further Learning Opportunities: Listeners are invited to delve into a podcast focused on building an accounting firm and to attend the GrowCon conference for networking and expert insights.
Tune in for a captivating discussion on merging the worlds of accounting and creative marketing, filled with practical advice to help you build the premier accounting firm in your area. Thank you for joining us for this episode of Building the Premier Accounting Firm. For more information on how you can elevate your firmâs marketing, connect with Universal Accounting Centerâs team at 435-344-2060, or schedule a time to discuss your future here.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Karen is kind enough to offer us the DIY Accountant Marketer video course which is now available and there is an introductory offer to have access to the recordings, workbook, and all other resources. https://wearepf.com/diy-accountant-marketer-course/ & receive a copy of her book as well.
OR, just get a copy of her book, The Accountant Marketer: https://karenlreyburn.com/the-accountant-marketer/
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 (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.
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.
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 weâve 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. 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. 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 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 Friday for a new episode where Roger discusses creative marketing with Karen Reyburn.
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Join us in this insightful episode as we sit down with Gina Cotner, CEO of Athena Executive Services. Gina shares her inspiring journey from the corporate world to becoming a successful entrepreneur in the virtual assistance industry. This episode is a treasure trove for anyone interested in achieving a balanced work-life dynamic and understanding the transformative role of executive assistants.
Main Themes:
Transition to Entrepreneurship:
Ginaâs motivations for leaving corporate America.
The quest for flexible work arrangements and passive income.
Role of Executive Assistants (EAs):
How EAs enhance productivity by managing administrative tasks.
The benefits of delegating both professional and personal responsibilities.
Remote Work Dynamics:
Addressing productivity concerns for managers post-COVID-19.
Choosing between remote and in-office EAs.
Effective Delegation and Training:
Importance of clear communication and workflows.
Personal stories highlighting the shift from routine inefficiencies to process documentation.
Financial Management Insights:
Moving from a âsave the dayâ mentality to fostering team accountability.
Using the wisdom pyramid for decision-making in marketing, accounting, and production.
Building Strong EA Relationships:
The importance of effective communication and partnership.
Metaphor of pickleball for adaptability and dialogue.
Business Growth and Learning:
Establishing clear procedures in businesses.
Key success factors for bookkeeping, accounting, and tax businesses.
Promotion of GrowCon as a valuable conference for networking and learning.
Tune in to explore how strategic delegation and strong partnerships with executive assistants can revolutionize your business and personal life.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Take advantage of this opportunity from Gina to learn more about working with a virtual assistant: https://athenaexecutiveservices.com/explore-hiring-a-va/
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 (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.
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.
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 weâve 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. 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. 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 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 how to be a great partner with your executive assistant with Gina Cotner
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Join us as we revisit this conversation from 2020!
As you work to start and build your successful accounting business there is a turnkey process you can follow. Listen as Roger and Tyler discuss the ways you can systematize, youâre your processes to insure your success and happiness.
Tyler has a passion to share the tips and tricks to market and effectively sell your accounting services. It doesnât just happen, so you need to be deliberate in the process because ânothing happens until you make a saleâ.
Enjoy this conversation and be ready to take some good notes.
Your Host: Roger Knecht, president of Universal Accounting Center
Your Guest: Tyler S. Clark
Tyler S. Clark is the founder of Dream Firms. Prior to launching Dream Firms, Tyler built and successfully sold his own accounting firm adding six figures of new growth to it two years in a row from a complete startup. He is well versed in a variety of sales and marketing strategies both online and offline for accounting firms and has worked with accountants all over the United States for over a decade.
Company Biography: https://www.dreamfirms.com/freetraining
Dream Firms is the digital marketing & sales coaching solution for entrepreneurial accountants. They have one mission: Helping entrepreneurial accountants to achieve financial freedom in 10 years or less through the systematic growth of their accounting firms by attracting and winning the business of their dream clients.Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.Offers:
See what you can do to work on your business when you apply the 9 principles to make your business profitable with âin the BLACKâ: https://www.universalaccounting.net/freedom-itb-e-book
Invitation to check out free training on the 5 shifts our clients made to systematically add six figures of new growth to their accounting firms with high-quality clients. https://www.dreamfirms.com/freetraining
Understand the various Pricing Strategies you can use as an accounting professional to get paid what you are worth. https://www.universalaccounting.net/billing-sign-up
Enroll in this free course, the Turnkey Business Plan for accounting professionals to see what you can do to work on your business, find success, and get paid what you are worth: https://www.universalaccounting.net/turnkey-process-video-courserl5fka9m
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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On this weekâs episode of Building the Premier Accounting Firm, Roger Knecht delves into the entrepreneurial journey of Sharon Francisco, who transitioned from a corporate role to founding a thriving bookkeeping business with her sister-in-law. Discover how Sharonâs experiences and insights have shaped her path and led to the creation of the âentrepreneurial bookkeeperâ program, designed to empower others to achieve similar success.
Main Themes:
Entrepreneurial Transition: Sharon shares her story of leaving the corporate ladder to start a bookkeeping business of her own, highlighting the value of shared experiences during significant life changes.
Overcoming Challenges: From becoming a single mother to tackling imposter syndrome, Sharon emphasizes the importance of open discussions about common issues faced by women in business.
Professional Empowerment: The episode stresses breaking free from perceptions of subservience in professional roles and the significance of establishing clear client relationships and an abundance mindset.
Strategic Business Development: Learn Sharonâs insights on how dating strategies can inform business development, focusing on targeted efforts and strategic alliances for success.
Marketing & Client Relationships: Intentional marketing and investing in quality client relationships are key themes, along with promoting profitability through resources like the book âRed to Black.â
Skills for Growth: Leadership, marketing, and sales skills are highlighted as crucial for growth in the accounting field.
Work-Life Balance: Sharon addresses the importance of maintaining a healthy work-life balance, particularly for Australian bookkeepers, to prevent burnout.
Resilience & Empowerment: Sharonâs story is a testament to resilience and self-empowerment, offering valuable lessons and resources such as the ebook âYour Strategic Accountantâ and participation in networking events like GrowCon.
Conclusion:
Tune in to be inspired by Sharon Franciscoâs journey of resilience and empowerment, and learn practical strategies for achieving success in the bookkeeping and accounting industry. To follow in Sharonâs footsteps and start a firm of your own, call 435-344-2060 to meet with Universal Accountingâs team of expert business coaches.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Learn more about and connect with Sharon here: https://sharonfrancisco.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 (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.
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.
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 weâve 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. 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. 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 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 pwomen empowerment with Sharon Francisco
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Join us as we revisit this conversation from 2020!
There is a lot more we can do as accounting professional to help business owners. The fundamental challenge we face is feeling like we need to be the smartest person in the room with all the answers, instead we need to be the one with all the questions.
How often do we ask, âit dependsâ to dive deeper into the situation and understand the situation better? For example, beyond the opportunity we need to also understand the risks.
Consider bringing to the conversations with our clients a unique perspective as their trusted strategic advisor.
Also, listen in as Jeff and Roger discuss the value of master mind groups. The power of group think.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Jeff Borschowa
Jeff Borschowa is a business coach, author, educator, and curator of all things related to business efficiency and technology. Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises. Jeff has experience working with all sizes of businesses, from sole proprietorship to international organizations. The focus in Jeffâs career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in businesses.
Jeffâs journey has been unique in that he has met some very innovative mentors in his career. Jeff has been very fortunate to be in a position to learn from them, compare their ideas, and to truly choose the best of the best. Jeff would like nothing more than to free business owners from the stress created by high volume commodity work, allowing them the freedom to pursue work that is rewarding personally and professionally.
Jeffâs overall goal is to reduce the hours worked by business owners and increase overall profitability.
In Jeffâs experience, almost every business owner can tell you how much their gross revenue is, but very few know what their actual costs are. Jeff challenges you to learn more about your business so that you can bid on the right kinds of projects and earn what you are worth â your education should be your most valued possession.
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:
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 professionalsA free Master Class with Jeff. We teach three key things:
Why It Is Easier To 10X Than Double Your Business - The first key to massive growth is to understand why itâs easier to 10x than double your sales. And we will define âXâ in the process.
B. Our Ten Revenue Generating Super Strategies - You will learn how to permanently eliminate inconsistent cash flow, and create a new six or even seven figure revenue streams on the spot with one of these ten strategies
C. How To Free Up At Least Ten Hours A Week In Your Business - The third hour we share a simple, but powerful five step process to free up at least ten hours each week for you, the leader. You will love the time it opens up (so you can implement the Super Strategies!!).
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 this episode of âBuilding the Premier Accounting Firm,â where we explore the dynamic landscape of strategic growth and private equity in accounting firms. In this episode, host Roger Knecht is joined by industry expert Gary Shamis, who shares his incredible journey from an aspiring doctor to a leading accountant.
Roger and Gary delve into strategic growth strategies, highlighting the importance of developing advisory services and targeting niche markets. Learn how technological advancements have facilitated geographic expansion and hear about the impressive evolution of a $4 million book into a $100 million firm in just 14 years.
Gary provides insights into the challenges and opportunities presented by mergers, including his experience with BDO and the founding of a new consulting firm due to cultural mismatches. He also addresses the influence of private equity on accounting firms, discussing trends, financial implications, and the impact on firm culture and management dynamics.
Key Topics Covered:
Gary Shamisâ Career Journey:
Transition from aspiring doctor to successful accountant.
Expansion of his fatherâs accounting firm and eventual merger with BDO in 2014.
Establishment of the largest restaurant practice among CPA firms in the U.S.
Strategic Growth Strategies:
Importance of developing advisory services and specializing in niche markets.
Geographic expansion facilitated by technological advancements.
The evolution of a $4 million book into a $100 million firm in 14 years.
Challenges and Opportunities in Mergers:
Experience of merging with BDO and founding a new consulting firm due to cultural mismatch.
Insights on succession planning challenges, particularly millennialsâ reluctance towards ownership.
Private Equity Influence:
Trends in private equity acquisitions targeting bookkeeping and CPA firms.
Financial rewards and risks associated with selling to private equity, especially for senior partners.
Impact of private equity on firm culture and management dynamics post-sale.
Advisory Services and Misconceptions:
Advocacy for a broader approach to advisory services.
Addressing common misconceptions in the industry.
Entrepreneurial Challenges Post-Sale:
Emotional and operational challenges following the sale of a firm.
The importance of strengthening operations regardless of selling intentions.
Industry Trends and Recommendations:
Private equity firms offering equity to younger employees for talent retention.
Importance of maintaining strong client relationships amidst market changes.
Encouragement for thorough due diligence before engaging with private equity.
Join host Roger Knecht and guest Gary Shamis as they delve into the intricacies of growing an accounting firm, navigating mergers, and understanding the evolving role of private equity in the industry.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every 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 navigating growth, mergers, and private equity with Gary Shamis
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Join us as we revisit this conversation from 2020!
When running a successful accounting business, itâs important to recognize there are two key roles, that of an accountant and an entrepreneur. As an accountrepreneur it is important to find the time to work ON the business.
Donna and Roger discuss the three things every accounting business owner needs to consider when building the company. This is a great addition to the topic of building the premier accounting firm. Consider each as you work on your business and see which is your next biggest challenge or opportunity.
Get ready to take some notes and enjoy.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Donna Leyens, MBA, CPC
Donna knew from a young age that when she grew up, she wanted to do something that
would allow her to reach her full potential and create her own destiny. Which is why it was inevitable that she would become an entrepreneur. Before starting her first business, she was a Wall Street executive. In 2009 she completed coach certification training and melded her business and coaching skills to follow her true passion â giving entrepreneurs the tools to create their dream business and their dream life.
Donna is currently the President and co-founder of Pumpkin Plan Your Biz. She is on a mission to save small businesses from extinction, by providing business tools, strategy, training and support to business professionals who want to make a big impact by becoming small business growth strategists. This mighty team of strategists uses The Pumpkin Plan Action Guide, a business growth program she developed based on the methods in the book The Pumpkin Plan, written by her Co-founder Mike Michalowicz. Pumpkin Plan Strategists help small businesses to not just stay afloat, but to scale and
grow in both profitability and size, while allowing the owner to take back control of their time and enjoy life as well. At the end of the day Donna believes entrepreneurs make or break the economy. Her goal is to make sure they grow, thrive, and have the opportunity to create their own destiny.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.Offers:
Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountants library to provide the value clients look for today:
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 professionalsExperience accounting as you never have, both fun and interactive. See what you can do to also introduce this to your clients to improve client relations and retention. Enroll in Color Accounting
When running a business, itâs important to have a clear understanding of your purpose, why are you in business? Read Famous or Rich and see how you can relate to others as theyâve worked and grown their businesses.
We have a free Pumpkin Plan Booster Pack which will help you determine your Sweet Spot and Unique Offering. You can get it by going to www.PumpkinPlanYourBiz.com.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801-265-3777
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In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Sarah Cordiner to delve into the art of transforming intellectual property into lucrative online courses, particularly for accounting professionals. She emphasizes the role of edu-marketing in enhancing market positioning and business opportunities through effective education.
Key Highlights:
Passion for Education: Sarah shares her personal journey and passion for education, underscoring the importance of engaging learners to effectively market services, especially in the accounting field.
Edu-Marketing Concept: Roger and Sarah discuss the innovative idea of edu-marketing, which involves sharing knowledge to generate leads and income. Sarah uses relatable analogies, such as chefs sharing recipes, to demonstrate how knowledge sharing can lead to business success.
Building Trust and Attracting Clients: Sharing valuable information is likened to offering samples in a deli, where transparency fosters trust. This approach, like sharing financial tips, strengthens client relationships and attracts customers.
Creating Monetizable Courses: Sarah highlights the significance of organizing knowledge into monetizable courses or curriculums that align with business models. Marketing strategies are crucial for promoting these courses effectively.
Utilizing Tools and Trends: Tools like Google Trends are recommended to identify market demand, guiding the creation of tailored content. The progression from free resources to comprehensive materials and the rise of micro-learning post-COVID are highlighted.
Membership Models and Community Building: Membership models provide ongoing access to expertise and create a sense of community among clients, with emphasis on adapting educational content into bite-sized segments for better engagement.
Encouragement for Business Owners: Business owners, particularly in accounting, are encouraged to overcome self-doubt and create educational resources. Success in this area requires patience and an understanding of business models across industries.
Brand Recognition and Long-Term Strategies: Establishing brand recognition now demands more interactions, with a focus on long-term strategies and relationship-building.
Embracing Video Content and New Technologies: The potential for experts to create engaging video content and educational products is explored, alongside the challenges of adapting to new technologies and strategies.
This episode is a must-listen for business owners looking to leverage their expertise through educational marketing and online courses, providing practical insights and strategies to enhance their market presence.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
This is what you need to have your Personalized Action Plan for your business: https://offer.sarahcordiner.com/linktree
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every 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 (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.
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.
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 weâve 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. 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. 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 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 turning knowledge into profits with Sarah Cordiner
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Join us as we revisit this conversation from 2020!
As a true entrepreneur Lisa found her passion in business drew her to the numbers, the language of business, and then beyond. Today she is an accomplished bookkeeper offering quality accounting services as well as consulting her clients in all things business, especially profit.
Listen as Roger and Lisa discuss her journey to join the mission to eradicate entrepreneurial poverty and get paid for it. Understand what she is doing to champion putting Profit First, especially with businesses in Canada.
See what you can also do to add this service to your accounting business and get paid what you are worth.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Lisa Campbell
A Certified Professional Bookkeeper turned Profit Strategist (CPFP Master) after turning her practice into a business that allows her the ability to serve her high-end client's needs as a strategist rather than a bookkeeper.
A guest speaker on countless podcasts, webinars and live training events, Lisa is the CEO of Profit First Professionals Canada, The Marcam Group, and Accelerate 2 Advisor. She is also the Head of Mentoring North America for The Successful Bookkeeper.
Lisa is guiding entrepreneurs & bookkeepers to skyrocket their confidence, cash flow and freedom with money, mindset & positioning tools that help her clients prosper exponentially.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.Offers:
Get a FREE copy of Profit First by Mike Michalowicz
The Accelerator Method Masterclass series https://www.accelerate2advisor.com/HOME
9-day free course for bookkeepers Creating effective systems within the businessAnnouncement of the new Canadian Profit First Professional applicants: https://www.profitfirstprofessionals.ca/
Specific to the Canadian market â currently taking applications Become a certified Profit First ProfessionalRemember 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 insightful episode of âBuilding the Premier Accounting Firm,â Universal Accounting Center president Roger Knecht sits down with Dr. Patience Jackson Rose, CEO of Red Worldwide, Inc., to explore the intersection of accounting, education, and empowerment.
Dr. Rose discusses her journey from working at Six Flags to becoming an advisory-focused accountant, emphasizing how empathy and comprehensive services can boost client success. The conversation highlights the importance of education, especially for people of color, through initiatives like her nonprofit, RED Worldwide, which enhances financial literacy.
Dr. Rose also shares her strategic methods for forming business alliances and discusses the resilience needed in business, using her partnership with her husband as an example. Listeners will learn about finance pillars and Dr. Roseâs efforts in fostering innovation within her family. The episode concludes by addressing mental health challenges and promoting networking opportunities and educational programs through Universal Accounting.
Key Highlights:
Dr. Roseâs Journey: From her early days at Six Flags to becoming an advisory-focused accountant with an MBA, Dr. Roseâs career path underscores the importance of empathy and comprehensive services in enhancing client business performance.
Empowerment through Education: Dr. Rose is passionate about closing financial education gaps, particularly for people of color. Her nonprofit, RED Worldwide, provides free resources to foster financial literacy and strong client relationships.
Strategic Alliances: Collaborations, such as with the Texas Manufacturing Assistance Center, are pivotal in enhancing client services. Dr. Rose stresses the need for transparency and legal counsel in business agreements to avoid exploitation.
Resilience in Business: Merging businesses with her husband has not only resulted in financial benefits but also a shared vision of building a legacy for their children, emphasizing mutual support and success.
The Three Pillars of Finance: In her book, Dr. Rose outlines money, wealth, and legacy as essential elements of financial literacy and legacy planning to safeguard family wealth.
Entrepreneurial Spirit: Encouraging entrepreneurship, Dr. Rose highlights that three of her five daughters have ventured into their own businesses, reflecting a family culture of innovation and ambition.
Mental Health and Openness: Personal struggles with mental health are openly discussed, advocating for supportive environments where challenges are reframed as opportunities for growth.
Community and Continuous Learning: Faith, community support, and a commitment to lifelong learning and giving back are central to Dr. Roseâs entrepreneurial journey.
Networking and Professional Development: The episode concludes with a promotion of networking opportunities, educational programs, and an annual conference for accounting professionals through Universal Accounting.
Join Roger and Dr. Rose for an episode filled with insights on building a successful, service-oriented accounting practice that empowers both clients and professionals alike.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Powerstations 3.0
https://patiencejacksonrose.mykajabi.com/store#!/Powersations-tm-3-0-Paperback/p/572351440/category=0
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every 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 (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.
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.
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 weâve 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. 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. 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.
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 having a service-first accounting firm with Patience Rose.
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