Episodi
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Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht. Today, Roger welcomes Dr. Sabrina Starling, a renowned business psychologist and author. Dr. Starling and Roger delve into critical topics affecting accounting businesses, such as marketing, pricing, and staffing. Plus, Dr. Starling discusses her advocacy for finding a balanced work-life dynamic.
Key Discussion Points:
Marketing, Pricing, and Staffing in Accounting:
Dr. Starling shares insights on crucial aspects such as marketing strategies, appropriate pricing models, and effective staffing techniques tailored for accounting businesses.
Advocacy for Work-Life Balance:
Roger and Dr. Starling emphasize the importance of taking vacations and prioritizing life over work.
Dr. Starling lays out her ambitious goal to help 10,000 entrepreneurs take 4-week vacations within the next decade.
Effective Hiring Practices:
Insights from Dr. Starlingâs research and interviews with successful small business owners.
Overview of her book series focused on attracting and retaining top talent.
Networking and Positive Work Environments:
Roger highlights the significance of building strong professional relationships and fostering a supportive work culture.
Dr. Starling and Roger discuss the benefits and limitations of policies such as unlimited vacation and sick time, and offering salaried positions to enhance employee satisfaction and balance.
Sustaining Well-Being:
The hosts present strategies for planning time off to prevent post-vacation blues.
Dr. Starling recommendations to schedule future plans within an 8 to 12-week timeframe to maintain a positive outlook.
Challenges of Disconnecting from Work:
Acknowledgement of the difficulties business owners face in detaching from work responsibilities.
Techniques to focus on high-value tasks and delegate effectively to achieve a balanced lifestyle.
Building Self-Sufficient Businesses:
Discussion on creating systems and processes that allow businesses to operate independently.
Importance of self-care and utilizing available resources for business growth and personal well-being.
Setting Boundaries and Prioritizing Self-Care:
Practical advice on establishing boundaries to protect personal time.
Encouragement to seek support and maintain a healthy balance between business and personal life.
Join us as Dr. Sabrina Starling provides valuable insights and actionable strategies to help accounting professionals and business owners achieve a sustainable work-life balance, ensuring long-term success and personal fulfillment.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
As the host of Profit by Design Podcast and our guest on the show today Dr. Sabrina is offering our listeners two important resources, the first is the $10k assessment sheet and the opportunity to pledge to work towards and take Your 4-week Vacation.
For more information regarding each and Dr. Sabrina, check out her website: www.tapthepotential.com
Roger also shares receiving your PreScore. This is a must-have when considering stepping back or away from the daily operations of the business. Take a moment and see how ready you are for this next change in your career as you empower your team to work more autonomously
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.
In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years weâve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Join us this Wednesday for a new episode where Roger discusses 25 hour work weeks and 4 week vacations with Dr. Sabrina Starling
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Episodi mancanti?
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Join us as we revisit this conversation from 2023!
Welcome to "Building the Premier Accounting Firm" with your host Roger Knecht. In this episode, Roger sits down with Troy Ballard, a highly experienced and certified professional bookkeeper and Accountapreneur with over three decades of experience in the field of bookkeeping.
Tune in as they delve into a wide range of topics, uncovering Troy's journey from starting out as an accountant to eventually launching her own company. Discover the fascinating concept of heart-led businesses, why Troy chooses to specialize in these unique ventures, and how she helps her clients overcome the shame of charging for their invaluable services.
As an expert in targeting heart-led businesses, Troy shares her effective strategies for marketing her services and building genuine relationships with clients in this niche. Gain insights into the industries she collaborates with and learn why cultivating deep connections is vital in her line of work.
But it doesn't stop there. Join the conversation as Troy opens up about her personal methods for decompressing from stress and work, drawing inspiration from her experience as a dog trainer and pet owner. Discover the unexpected ways she integrates her passion for animals into her client interactions.
Looking ahead, Troy provides valuable insights into the future of the accounting industry and how it is evolving to accommodate the rise of Millennials and Gen-Z-ers as future business owners. Uncover what accountants need to know about these generations to stay ahead of the curve.
With so many intriguing topics covered in this episode, you won't want to miss out. Join Roger Knecht and his guest, Troy Ballard, as they explore the fascinating world of accounting, heart-led businesses, relationship building, and the future of the industry. Get ready for an insightful and engaging conversation that will leave you inspired to build your own premier accounting firm.
Tune in to "Building the Premier Accounting Firm" with Roger Knecht, available now on your favorite podcast platform.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Troy Ballard
Troy Ballard is a highly experienced and certified professional bookkeeper with over three decades of experience in the field of bookkeeping. She started her own business in 2015 providing top-notch bookkeeping services to help businesses achieve profit and growth. In addition to her expertise in finance, Troy is also a talented musician who plays the guitar and writes songs and poems in her free time. She is also an avid dog lover and trains her pet for competition events. With her diverse interests and extensive experience, Troy is a well-rounded and valuable asset for any organization.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Become a certified Profit & Growth Expert.
As you transition into advisory services itâs important you understand how best to market your services, sell, price and fulfill you client engagements with confidence and competence. Learn how best to work with your clients as their strategic accounting, or as we like to say, âtheir Profit & Growth Expertâ.
Learn more HERE and see what you can do to add these valuable services to your offerings to become the premier accounting firm in your area.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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In this episode, Universal Accounting Center President Roger Knecht dives deep into the world of accounting and bookkeeping with Matthew Pollard, a renowned expert in rapid business growth. Pollard shares his wisdom on how to transform an accounting firm into a premier establishment by leveraging motivation, goal-setting, and strategic differentiation.
Main Themes:
Motivation and Goal Achievement:
Insights on maintaining motivation and setting effective, achievable goals.
Strategies to stay focused and driven in the competitive accounting landscape.
Differentiation and Niche Marketing:
Importance of carving out a niche within the accounting and bookkeeping sectors.
Tips on confidently articulating your unique value proposition to command higher prices.
Strengths of Introverts:
Utilizing introverted strengths such as planning, preparation, empathy, and active listening.
Effective networking and client positioning strategies tailored for introverts.
Unique Client Service Approaches:
Case studies illustrating success through deeper cultural insights and personalized service.
Emphasis on understanding cultural nuances and building rapport for long-term client relationships.
Rebranding and Specialized Programs:
How to rebrand services for targeted marketing and create specialized programs.
Focus on clear messaging and highlighting client benefits to stand out in the market.
Storytelling in Business:
The power of storytelling to engage clients emotionally and understand their needs.
Crafting authentic stories that showcase successful outcomes to drive business growth.
Value Proposition and Advisory Roles:
Communicating value through personalized packages and transitioning into advisory roles.
Justifying higher service prices by emphasizing expertise and tailored client support.
Key Takeaways:
Building a premier accounting firm requires more than just technical skills; it demands strategic differentiation and deep client understanding.
Introverted professionals have unique strengths that can be leveraged for effective client interactions and networking.
Storytelling and cultural insights are powerful tools in creating lasting client relationships and ensuring business growth.
Clear, targeted marketing and specialized programs can help firms stand out and command premium prices.
Transitioning to advisory roles and emphasizing personalized value can justify higher service rates and improve client retention.
Join us as Matthew Pollard shares actionable strategies and insights that can help elevate your accounting firm to new heights.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get the first chapter of the Introvert's Edge free: https://matthewpollard.com/theintrovertsedge/book
Or get the first chapter of the Introvert's Edge to Networking free: http://theintrovertsedge.com/networkin
But donât forget to get your copy of The 3 Steps to Rapid Growth: https://matthewpollard.com/three-steps-rapid-growth/
You also need to read, âYour Strategic Accountantâ: https://universalbusinessbuilders.com/your-strategic-accounting-landing-page-accountants
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.
In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years weâve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Join us this Wednesday for a new episode where Roger discusses sales systems for introverts with Matthew Pollard
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Join us as we revisit this conversation from 2023!
Welcome to another episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this insightful episode, Roger sits down with Elizabeth Szporn, a seasoned guide at Profit First Professionals. As an expert in transforming accounting, bookkeeping, and coaching firms, Elizabeth brings a wealth of knowledge and experience to the conversation.
The episode kicks off with Elizabeth sharing her inspiring journey into the accounting industry. From humble beginnings to becoming a trusted advisor, she reveals the pivotal moments that shaped her career and passion for helping entrepreneurs succeed.
One of the key concepts they delve into is the profit-first philosophy. Elizabeth explains how this transformative approach can revolutionize the way entrepreneurs manage their finances. By prioritizing profit and applying strategic allocation methods, she unveils how businesses can thrive in any economic climate.
Ever heard of Parkinson's law? Elizabeth and Roger shed light on this powerful principle and explore its practical application in the world of accounting. Discover how Accountapreneurs can leverage Parkinson's law and the profit-first philosophy to optimize their business operations, increase productivity, and achieve sustainable growth.
But what holds entrepreneurs back from embracing the profit-first philosophy? Elizabeth addresses this common challenge head-on, highlighting the fears and misconceptions that often hinder adoption. Through real-life examples and success stories, she demonstrates the profound impact that embracing a profit-first mindset can have on businesses of all sizes.
They also talk about the struggles accountants face when transitioning into the advisory space. Elizabeth shares valuable insights on how to overcome these obstacles and find the perfect balance between pricing and client fulfillment. Discover the Goldilocks method, a practical approach to tailoring your services to meet client needs while ensuring profitability and value.
Tune in to this captivating episode of "Building the Premier Accounting Firm" to gain a deeper understanding of the profit-first philosophy, Parkinson's law, and how they can transform your business. Elizabeth Szporn's expertise and anecdotes will inspire and empower you to take proactive steps towards building a thriving accounting firm that stands out in the industry.
Don't miss out on this engaging discussion that touches upon various topics, including entrepreneurship, financial management, client relationships, and more. Join Roger Knecht and Elizabeth Szporn as they share their valuable insights on the path to success in the accounting world.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Liz Szporn
Liz Szporn is a Guide at Profit First Professionals where she supports the transformation of accounting, bookkeeping and coaching firms. She particularly loves working on content and strategy to increase client engagement starting at the beginning of the sales cycle. Liz has 20+ years of experience as an executive and entrepreneur with a track record of financial success and strong leadership skills. In addition to being a Guide, Liz is a co-host on the Grow My Accounting Practice podcast, with Mike Michalowicz and Ron Saharyan. She also co-founded Leaderally, a professional development organization dedicated to educators, where she produces content and curriculum for online and in-person courses and workshops. Liz lives in New Jersey with her husband, three children, and two dogs.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Connect with Roger and Liz on Linkedin
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â the how-to-guide e-book for accounting professionals
âin the BLACK, nine principles to make your business profitableâ â e-book
âProfit Firstâ - Eliminate Entrepreneural Poverty, transform your business & your clients from a cash-eating monster to a money making machine using this proven system
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Welcome to Building the Premier Accounting Firm with Roger Knecht, where we delve into the essential elements of overcoming business obstacles with Laurent Notin, a dedicated business coach who specializes in guiding entrepreneurs through their journey. Laurent highlights the crucial role of a supportive entrepreneurial environment and the mental resilience needed to thrive in business. The conversation focuses on the sacrifices required for success, the importance of self-care, mental well-being, and maintaining a positive mindset.
Main Topics
Influence of Surroundings:
Laurent outlines the significance of a supportive and inspiring entrepreneurial environment.
He notes that surroundings can impact an entrepreneurâs mindset and business outcomes.
Mental Resilience and Self-Care:
Roger and Laurent exchange strategies for building mental resilience to face business challenges.
Laurent explains the importance of self-care and mental well-being in sustaining long-term success.
Personal Growth and Alignment with Values:
They frame success as a personal journey aligned with individual values.
The importance of personal growth in business development is discussed.
Delegation and Focus:
Laurent champions the necessity of delegating non-revenue tasks to prioritize revenue-generating activities.
Roger recommends viewing expenses as investments for business growth.
Overcoming Delegation Fears:
Techniques to overcome fears associated with delegation through self-awareness and emotional intelligence.
Physical awareness techniques to support the delegation process.
Health and Self-Improvement:
The role of physical health in entrepreneurial success.
Continuous self-improvement and its impact on business.
Gratitude and Self-Empowerment:
The importance of expressing gratitude throughout the entrepreneurial journey.
Empowering oneself to define and navigate a personal path to success.
Conclusion:
Laurent Notin provides a comprehensive guide for entrepreneurs to overcome business obstacles through mental resilience, effective delegation, and self-care. By focusing on personal growth and aligning with individual values, entrepreneurs can create a sustainable path to success. This episode is a valuable resource for anyone looking to empower themselves and thrive in their entrepreneurial endeavors.
Join us as we explore the journey of entrepreneurship with Lauren Norton and gain insights on how to overcome obstacles, prioritize well-being, and achieve personal and business growth. Donât forget to check out the resources provided for further support and development.Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
My eBook THRIVE: 8 ESSENTIAL TACTICS TO EXCEL AS AN ENTREPRENEUR & PROPEL YOUR BUSINESS FORWARD!, which provides eight practical tactics to propel the business forward and tackle bottlenecks head-on - https://www.laurentnotin.com/get-my-ebook
The Bottleneck Index, an accurate tool to identify, understand, and overcome existing and potential business bottlenecks - https://www.laurentnotin.com/the-bottleneck-index
A free Impact Assessment call with me to receive personalized guidance on how to tackle their bottlenecks - https://www.laurentnotin.com/booking-calendar/free-impact-assessment-call?referral=service_list_widget
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.
In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years weâve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Join us this Wednesday for a new episode where Roger discusses entrepreneurship and mental fitness with Laurent Notin.
-
Join us as we revisit this conversation from 2023!
Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Christian Jones, the President of TaxProMarketer, a leading company specializing in digital marketing for accountants and tax practitioners. Together, they delve into a wide range of insightful topics that will revolutionize your firm's marketing strategies and help you achieve unprecedented success.
Join Roger and Christian as they discuss Christian's inspiring journey towards becoming the President of TaxProMarketer. Discover the pivotal moments and challenges that shaped his path to leadership, and gain valuable insights into how you can overcome obstacles and take the helm of your own firm.
One key aspect of any thriving organization is its company culture. Learn from Christian as he shares his vision for maintaining the success and fostering a supportive environment at TaxProMarketer. Discover the formula behind creating a positive workplace atmosphere that empowers your employees to thrive, ensuring both their satisfaction and the growth of your firm.
In the ever-evolving digital landscape, search engine optimization (SEO) is a critical factor for accountants and tax professionals. Christian sheds light on why SEO matters and how it can propel your business forward. Uncover strategies and best practices that will enable you to enhance your online presence, boost visibility, and attract your ideal clients.
Marketing and sales are fundamental pillars of any successful accounting firm. Explore with Roger and Christian the true meaning of marketing and sales, along with their various elements and phases. Gain expert advice on how to implement effective marketing campaigns and develop compelling sales strategies that drive growth and profitability for your practice.
Looking for practical marketing tips and tricks? Christian shares valuable insights and tactics that you can implement right away to maximize your marketing efforts. From harnessing the power of organic Google searches to leveraging the potential of email marketing and newsletters, you'll discover the secrets to reaching your target audience and building strong client relationships.
Deciding when to outsource certain aspects of your business can be challenging. Roger and Christian provide expert guidance on determining the right time to outsource and how it can benefit your firm. Gain a deeper understanding of the areas that can be effectively automated, freeing up your time and resources to focus on what truly matters: serving your clients.
Are you ready to revolutionize your accounting firm's marketing and sales strategies? Tune in to this episode of "Building the Premier Accounting Firm" as Roger Knecht and Christian Jones uncover the secrets to automating your marketing and sales processes. Learn how technology can streamline your operations, increase efficiency, and ultimately lead to unprecedented growth and success.
Don't miss out on this engaging and informative conversation with Christian Jones, President of TaxProMarketer, as he shares his invaluable expertise on digital marketing for accountants and tax practitioners.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Christian Jones
Since 2007, TaxProMarketer has specialized exclusively in digital marketing for accountants and tax practitioners. Our reputation across the wide spectrum of specialties within our community is built upon how we prioritize timely, punchy, and FRESH content, nurturing authentic (and profitable) relationships with clients, technical excellence, and results â in the form of new prospects and retained clients for YOUR practice.
Christian is TaxProMarketerâs CEO. He oversees TaxProMarketerâs website and SEO departments and helps develop tactics and strategies within each area. Developing and implementing strategies that deliver results for TaxProMarketerâs clients is one of Christianâs main areas of oversight. He also teaches a variety of topics in CPE webinar settings, at live events, and on other platforms where TaxProMarketer presents. The strategy Christian has developed around search marketing, and the implementation team who pull it off, is setting the standard within the tax and accounting industry.
Outside of the website and SEO departments, Christianâs role as president includes overseeing key projects for TaxProMarketer and engaging with TaxProMarketerâs wonderful clients.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Go HERE for a Discovery Call - Let's help you and your firm THRIVE ⊠by dominating your local online market without becoming a carnival barker.
By the way, do you need to refresh your online presence with a new accounting website? As a listener of this podcast we invite you to take advantage of this special offer to get a professional accounting website for FREE!
Learn what you can do to automate your marketing and sales nurturing efforts, improve customer service and so much more as you work ON your business and leverage proven best practices in your accounting firm. This is the Universal CRM that helps you focus on what it is that you do best as you grow the business. This is a webinar you donât want to miss. Go HERE to learn more!
Now that you have leads coming in itâs time to effectively nurture and sell the contacts you have to build the business with your ideal clients. To do so confidently we invite you to learn and apply the principles of Strategic Selling and Selling with Confidence in your 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
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Welcome to another insightful episode of âBuilding the Premier Accounting Firm,â where we delve into the transformative journey of Jason Snyder, the pioneering mind behind Aspire Advisors and Summa Ecommerce Advisors. Today, Jason shares his unique approach to modernizing accounting practices by emphasizing business advisory services and embracing remote-first business models. Hereâs what we covered:
Main Themes:Introduction to Jason Snyder: Discover the visionary entrepreneur who has redefined accounting services by prioritizing advisory roles and combating entrepreneurial poverty through the Profit First system.
Profit First System: Learn about Jasonâs implementation of this revolutionary system to help businesses better manage their finances and ensure sustainable growth.
Building Remote-first Businesses: Insight into Jasonâs strategy for creating successful, remote-first entities, focusing on the advantages and methods of managing international teams, particularly in the Philippines.
Hiring Practices and Team Building: Jason discusses his effective hiring strategies, from offering competitive salaries to conducting skill-based assessments, and the importance of direct relationships with employees to foster a positive work environment.
Importance of Financial Statements and Data: Uncover the critical role comprehensive financial statements play in understanding a businessâs story through its numbers and how Jason coaches entrepreneurs to utilize this data effectively.
Leadership and Communication: Explore Jasonâs views on the essential qualities of leadership, including curiosity and a genuine care for team members, and how technology like Loom videos can enhance client communication.
Client Empowerment through Financial Insight: Jason advocates for empowering clients with insightful financial reports, stressing the necessity for entrepreneurs to understand their financials deeply.
Personal Interests and Work-Life Balance: A glimpse into how personal interests, such as sports, are crucial for maintaining a healthy work-life balance and overall well-being.
Advice for Aspiring Accounting Firms: Jason shares valuable insights and strategies for accounting firms aiming to transition towards more advisory-focused practices and leverage international talent.
Key Takeaways:Embrace remote work and international hiring to access a wider pool of expertise and foster a diverse, skilled team.
Prioritize business advisory services and financial coaching to add value beyond traditional accounting practices.
Implement systems like Profit First to guide businesses away from financial instability towards sustainable growth.
Leadership qualities, such as curiosity and genuine care for people, are indispensable in building successful, people-focused businesses.
Technology and clear communication are essential tools in enhancing client relationships and ensuring that financial data translates into actionable insights.
Thank you for tuning in to âBuilding the Premier Accounting Firm.â Donât forget to subscribe for more episodes on transforming the accounting landscape through innovation and leadership.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.
In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years weâve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
-
Join us this Wednesday for a new episode where Roger discusses team building and remote work with Jason Snider
-
Join us as we revisit this conversation from 2023!
Get ready for a must-listen episode of "Building the Premier Accounting Firm" with your host Roger Knecht, as he sits down with Jessica Fialkovich, business exit expert, small business advocate, entrepreneur and podcast host. Together, they explore everything you need to know about preparing your business for sale.
Jessica shares her incredible journey and how she became an expert in business exit strategies. She also talks about the essential elements that give a firm value and how accounting can impact the value of a business. Jessica also dives into qualitative and quantitative factors that give a firm maximum value, the most common ways of valuing a business, and why owner absentee businesses are more valuable.
But it doesn't stop there. Are you considering selling your business? Jessica opens up about the mental health challenges that owners face when selling their businesses and strategies for overcoming them. You'll also learn about the most effective strategies accountants can employ to make a business more likely to sell.
Jessica also shares the top five mistakes that business owners make when selling their businesses and how you can avoid them. With her expert guidance, you'll be well-equipped to get the maximum value for your accounting firm.
If you're a business owner or an accountant looking to take your practice to the next level, you won't want to miss this episode.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Jessica Fialkovich
Jessica Fialkovich - Business Exit Expert | Small Business Advocate | Entrepreneur | Podcast Host
Jessica helps hundreds of entrepreneurs buy and sell businesses each year through her business brokerage practice and Exit Factor, an innovative consulting company that provides online and offline programs to learn how to prepare a business for sale and increase business value.
Jessica also is the co-host of The Deal Board Podcast, that shares inside stories in the small business mergers and acquisitions world.
Sponsors:
Universal Accounting Center
â Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Go here to see a special offers that Jessica has for our listeners :)
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:
â âin the BLACK, nine principles to make your business profitableâ â e-book
â âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â the how-to-guide e-book for accounting professionals
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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In this insightful episode of Building the Premier Accounting Firm, host Roger Knetch welcomes John Nemo, a renowned LinkedIn expert, who shares his transformative journey from a corporate job to generating $135,000 in new business within just 90 days using LinkedIn. Nemoâs expertise offers invaluable guidance for accountants and entrepreneurs aiming to harness the power of LinkedIn for lead generation and client acquisition.
Key Discussion Points:
LinkedIn Profile Optimization:
Transformation from Resume to Marketing Tool: Nemo emphasizes the importance of revamping LinkedIn profiles to focus on the value and benefits offered to target audiences rather than listing job histories.
Profile Elements: Practical tips on optimizing header images, professional headshots, and showcasing expertise and problem-solving abilities.
First Impressions: The critical role of clear, professional photos in making strong first impressions.
Effective LinkedIn Strategies:
Sales Navigator: Leveraging this tool for targeted searches to find the right prospects.
Personalized Connection Requests: The importance of customizing messages to engage meaningfully with potential clients.
One-on-One Interactions: Strategies for building rapport through personalized messages before discussing business opportunities.
Networking and Maintaining Connections: Utilizing professional groups and continuous engagement to build a robust network.
Positioning as a Problem Solver:
Human Connection: Nemo underscores the significance of connecting on a human level to attract and retain clients.
Showcasing Expertise: How to effectively communicate your ability to solve clientsâ problems.
Marketing Strategies for Accountants:
Authenticity in Branding: The necessity of being genuine in business interactions and branding efforts.
Mindset for Success: Overcoming fear and doubt through visualization, positive self-talk, and resources like âPsycho-Cybernetics.â
Additional Resources and Events:
Universal Accounting: Resources available on universalaccounting.com for further learning and support.
GrowCon Event: Encouragement to attend this event for networking and gaining insights from other business owners.
Conclusion: This episode is a treasure trove of actionable advice for anyone looking to leverage LinkedIn for business growth. John Nemoâs insights emphasize the importance of personal engagement, authenticity, and a proactive mindset in achieving success in the digital age. Tune in to learn how to transform your LinkedIn presence into a powerful client-generating tool.
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 (audiobook or digital version) of John's Bestselling Book "LinkedIn Riches" online at www.nemomediagroup.com
Listen to John's Podcast "Nemo Radio" online at www.NemoRadio.com
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.
In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years weâve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Join us this Wednesday for a new episode where Roger discusses LinkedIn, lead generation and mindset with John Nemo.
-
Join us as we revisit this conversation from 2023!
Daniel Burrus is considered one of the Worldâs leading futurists on global trends and disruptive innovation who, over the past forty years, has established a worldwide reputation for his exceptional record of accurately predicting the future of technology-driven change and its direct impact on the business world.
He is the CEO of Burrus Research, a research and consulting firm that monitors global advances in technology-driven trends to help clients profit from technological, social and business forces that are converging to create enormous, untapped opportunities.
He serves on the Department of Defense Joint Services Futures Group, and he is a strategic advisor to executives from Fortune 500 companies, helping them to develop game-changing strategies based on his proven methodologies for capitalizing on technology innovations and their future impact. His client list includes Lockheed Martin, Verizon, Microsoft, VISA, Deloitte, Google, KPMG, and FedEx.
He is the author of seven books, including The New York Times and The Wall Street Journal bestseller, Flash Foresight, and his latest book, The Anticipatory Organization, is an Amazon #1 bestseller. Burrus is also a featured writer with millions of weekly readers on the topics of innovation, change and the future.
He has been the featured subject of several PBS television specials and has appeared on programs such as CNN, Fox Business, and Bloomberg, and he is quoted in a variety of publications, including Harvard Business Review, The Wall Street Journal, Financial Times, Fortune, and Forbes.
He is a highly innovative entrepreneur who has founded and managed six businesses, four of which were national leaders in the first year.
The New York Times has referred to him as one of the top three business gurus.
Episode Title:Becoming the Disruptive Accountant w/ Futurist Daniel Burrus
Episode Description:
In this episode, your host Roger sits down with Daniel Burrus, a renowned futurist, keynote speaker, and business strategist, to discuss the secrets of anticipating change and using it to create a competitive advantage.
Daniel is an expert in disruptive innovation, and in this episode, he shares insights on how to anticipate change and disruption to stay ahead of the curve. They discuss the difference between hard trends, which are future events that will happen, and soft trends, which are unpredictable and could go either way. He explains how to identify and leverage hard trends to create a mindset shift from pessimistic to opportunistic, and how accountants can use these trends to drive business growth.
He also talks about emerging technologies like Chat-GPT and other AI, and how accountants can use these tools to improve their services and stay ahead of the competition. Daniel and Roger explore how accountants can apply these technologies to create new efficiencies, enhance client interactions, and ultimately drive greater value for their clients.
If you're an accounting professional or business owner looking to gain a competitive edge, you won't want to miss this episode of "Building the Premier Accounting Firm." With Roger and Daniel's insights, you'll be equipped with the knowledge you need to stay ahead of the curve and take advantage of the latest trends and innovations.
Sponsors:
Universal Accounting Center
â Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Daniel Burrus' Top 25 Technology Hard Trends Shaping 2023 - Download the list: https://www.burrus.com/seethefuture
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:
â âin the BLACK, nine principles to make your business profitableâ â e-book
â âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â the how-to-guide e-book for accounting professionals
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Welcome to another inspiring episode of Building the Premier Accounting Firm with Roger Knecht. This week Roger explores the journey of Max Emma, a remarkable individual whose story is a testament to resilience, innovation, and the entrepreneurial spirit. Born in the former Soviet Union and now a successful entrepreneur in the United States, Max shares his incredible journey from starting with a simple landscaping business to creating a booming bookkeeping empire. Hereâs what you can expect from this enlightening conversation:
The Entrepreneurial Journey: Max details his initial foray into the entrepreneurial world through landscaping and how this experience laid the groundwork for his eventual shift into the bookkeeping business. His story is a powerful reminder of the unexpected paths to success.
Challenges and Strategies: As an immigrant, Max faced numerous challenges in adapting to a new country and business environment. He opens up about the hurdles he encountered and the strategies that helped him overcome these obstacles, leading to significant business growth and franchise expansion.
A Deep Dive into Franchising: Roger and Max explore another bookkeeping businessâs journey from construction to specializing in bookkeeping services. Max sheds light on the advantages and challenges of franchising in the accounting industry, including the benefits of receiving structured support and accessing proven processes that franchises offer.
Keys to Success for Franchisees: Max emphasizes the importance of opportunity cost in time management, comprehensive training, transparency, and the significance of fostering a collaborative office environment. These elements are crucial for the success of any franchisee.
The Evolving Role of Technology in Accounting: Technologyâs impact on the accounting industry is undeniable. However, Max and Roger discuss why the human accountant remains irreplaceable, highlighting the balance between tech advancements and the invaluable human element in accounting.
The Importance of Support and Mentorship: Throughout his journey, Max highlights the importance of having a supportive work environment and the role of mentorship. These factors have not only contributed to his success but are also essential for anyone looking to make their mark in the entrepreneurial world.
Personal Stories of Success and Sacrifice: At the heart of this episode are Maxâs personal stories of success, sacrifice, and the relentless pursuit of his dreams. These stories serve as a powerful inspiration for anyone on their entrepreneurial journey.
Join us as Max Emma not only shares his remarkable story but also provides invaluable advice for aspiring entrepreneurs and business owners in the bookkeeping and accounting industry. Whether youâre an immigrant entrepreneur, interested in franchising, or passionate about accounting, this episode is packed with insights and inspiration to help you on your journey to success.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Mention this podcast episode with Building the Premier Accounting Firm & Universal Accounting Center to receive $2,000 off the franchise fee: www.BooXkeepingFranchise.com
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.
In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years weâve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Join us as we revisit this conversation from 2023!
Welcome to 'Building the Premier Accounting Firm' podcast with your host Roger Knecht. In this episode, Roger chats with Brannon Poe, an accomplished accountant, and entrepreneur with over 20 years of experience in the industry.
Brannon takes us on his journey, sharing what drew him to accounting, how he started his company, and the valuable lessons he learned along the way. He shares his expertise on the factors that make a firm valuable for selling or buying and the most important thing to consider while evaluating a business to buy, such as the client list, operating procedures, or culture of the company.
Brannon also discusses his take on businesses acquiring other businesses that offer different but complementary services and shares his advice for both the seller and the buyer. He delves into how to approach valuation when planning to buy a business and shares his thoughts on virtual firms and how attractive or unattractive they are to buyers.
Tune in to this episode of 'Building the Premier Accounting Firm' for all this and more, and learn from the expertise of one of the industry's most successful and experienced professionals!
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Brannon Poe
Poe Group Advisors (PGA) was founded by Brannon Poe, CPA. Brannon has been brokering Accounting Firms for 20 years. He got his start as a CPA at Ernst and Young. In 2003 he began facilitating accounting firm sales on the East Coast of the U.S. Now, PGA has helped facilitate hundreds of transitions all over the U.S and Canada.
PGA creates content, including the Accountantâs flight plan podcast, that helps firm owners buy, sell and grow their business. Poe Group Advisorsâ nationally recognized brand and content means they have thousands of qualified buyers in their database. The PGA sales process ensures favorable deals, compatible buyer/seller matching and a quick, guided transition. PGA helps sellers exit with cash and buyers enjoy a compatible firm with high client and employee retention.
Brannon is a thought leader and author of several books within the accounting space, creating content that has been published by the AICPA and CPA Canada. In 2019 Brannon began Accounting Practice Academyâą, a virtual workshop that helps accounting firm owners make more, work less and have fun while doing it.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Steven Covey encourages us to âbegin with the end in mindâ so take the time to work on your business following the proven Turnkey Business Plan for accounting professionals. This hour-long training is exactly what you need to build the premier accounting, bookkeeping, tax business in your area.
Robert Siegfried, CPA is the CEO and Founder of The Siegfriend Group â a leading, national CPA firm. A longtime colleague and friend of Brannonâs, Rob grew his practice from a startup firm to one with over $100 million in revenue while maintaining primary control. Heâs shared his methods with us and we want to share them with you. - Get the Firm Growth Guide Now
Now you're ready to receive your âBusiness Scoreâ with an initial valuation of your company. See how the 8 drivers that determine the value of a business apply to your company and what can be done to remove any risks that currently exist.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht, the podcast for owners of accounting businesses and accounting professionals. Today, Ben Risser, the visionary behind Provident Financial Services, joins Roger to share his unique path from aerospace engineering to becoming a highly sought-after fractional CFO. Here are the main themes from the episode.
The Multifaceted Role of a CFO: Ben sheds light on the critical importance of CFOs in working alongside business owners. He emphasizes the role of CFOs in ensuring financial clarity, fostering growth, and managing cash flows efficiently.
Transitioning Careers: Hear about Benâs remarkable journey from the world of aerospace engineering to real estate, and finally to finance, where he has made a significant impact. Benâs story is a testament to the power of transferable skills and the importance of financial intelligence in any industry.
Financial Intelligence for Small Businesses: Roger and Ben discuss why clear reporting and a deep understanding of a companyâs financial trajectory are non-negotiable for small businesses.
The Evolution of Financial Roles: Roger and Ben explore the shift from traditional compliance roles in finance to more advisory positions. Ben discusses how this evolution affects businesses and the growing need for financial education among executives.
Support Systems: The significance of family support and the impact of personal relationships on professional success form a heartwarming part of Benâs story. Itâs a reminder of the human element in the cutthroat world of business and finance.
A Non-Traditional Path to CFO: With no formal accounting training, Benâs approach to the CFO role is unconventional yet incredibly effective. This segment is particularly inspiring for those feeling constrained by their current career paths or educational backgrounds.
Conclusion:
Ben Risserâs journey is a compelling narrative of career evolution, overcoming personal challenges, and the undeniable importance of financial literacy and strategic management in todayâs business landscape. Whether youâre an aspiring CFO, a business owner, or simply someone interested in the transformative power of financial intelligence, this episode offers rich insights and inspiration.
Tune in to gain a deeper understanding of the financial intricacies that drive business success and the human stories behind them.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Ben is offering his free guide "From Sales to Equity: What your financial statements are trying to tell you about your business" Get your copy now: www.providentfinancialservicesltd.com
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black â CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
âYour Strategic Accountantâ - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
âYour Profit & Growth Expertâ - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you donât want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.
In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years weâve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. Itâs here you can become a:
Professional Bookkeeper, PB
Professional Tax Preparer, PTP
Profit & Growth Expert, PGE
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
Topical Newsletters:
Universal Accounting Success
The Universal Newsletter
Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Companyâs Value.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Join us this Wednesday for a new episode where Roger discusses fractional CFO services with Ben Risser.
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Join us as we revisit this conversation from 2023!
In this episode, host Roger Knecht sits down with return guest Natalia Zacharin to discuss her journey to becoming an accountant and entrepreneur, and the secrets to her business's impressive growth.
Natalia talks about acquiring an accounting firm, how she went about valuing its assets, the lessons she learned throughout the process, and what she would do differently if given the chance. She shares insights on running a successful business, including the pitfalls to watch out for and the attributes that contribute to her success.
But the conversation doesn't stop there. Natalia also dives into topics like imposter syndrome, how being an entrepreneur has changed her life, and where she sees the accounting profession going in the future.
This episode is packed with valuable insights and advice for anyone looking to grow their accounting firm or business. Don't miss out on this must-listen episode of Building the Premier Accounting Firm with Roger Knecht and Natalia Zacharin. Tune in now to learn from one of the industry's most successful entrepreneurs.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Natalia Zacharin
In 2019, after years of working for other firms, Natalia officially opened her own firm, Zacharin Consulting; a firm dedicated to empowering businesses to understand and interpret the financial health of their business and significantly improve their bottom line.
Using a blend of personal service and expertise, Zacharin Consulting's mission is to bring experience and knowledge to our clients in a meaningful way.
Zacharin Consulting offers strategic bookkeeping, monthly accounting, remote CFO services and financial intelligence programs to help businesses thrive, stay organized, save time, and build wealth.
Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Check out our previous conversation with Natalia, passion-and-gratitude-does-pay-off!
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
âin the BLACK, nine principles to make your business profitableâ â e-book
âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â the how-to-guide e-book for accounting professionals
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you donât want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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