Rewind : The Evolution Of Accounting and How It Applies To The Services We Offer Today with Andy North
Building the Premier Accounting Firm
Release Date: 10/26/2024
Building the Premier Accounting Firm
This insightful episode of Building the Premier Accounting Firm delves into the journey and expertise of Jamie Van Cuyk, a hiring consultant dedicated to empowering women small business owners. With a robust background in leadership, Jamie transitioned from corporate operations to consulting, focusing on refining her hiring and leadership skills. The discussion centers around her mission to improve hiring processes, ensuring alignment with team dynamics and management styles, which she also explores on her podcast, “Growing Your Team.” Key Highlights: Jamie’s Background: With over 15...
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In an effort to find ways to stand out within the accounting profession it’s important to consider specialty services. Offering such services positions you as an expert and brings clients directly to you.
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Martin’s story is a perfect illustration of accounting gone wrong watching his parents struggle with the family business. On this personal note Martin is on a mission to empower accounting professionals to engage with their clients and make a difference. Listen as Roger and Martin discuss both the “why’s” and “how’s” and see how it applies to you and what you do for your clients.
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In this enlightening episode of Building the Premier Accounting Firm Roger Knecht interviews Gaynor Meilke, a seasoned business strategist and certified transformational coach. As the owner of Charisma Ink, Meilke shares her journey from corporate marketing to becoming a vital resource for growth in the tax and accounting sectors. Key Themes: Journey to Success: Gaynor Meilke discusses her professional path, highlighting her B2B marketing experience and her mission to support accounting and tax professionals in business growth. Mindset and Operational Challenges: Meilke underscores the...
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In this insightful episode of Building the Premier Accounting Firm, host Roger sits down with Rick Watson, who shares his transformative journey from humble beginnings to managing substantial assets. Rick dives into the challenges he faced, particularly the high attrition rates in the insurance industry, and emphasizes the critical factors for entrepreneurial success: hard work, branding, and referrals, as outlined in his book “A Firm Worth Building.” Key Highlights: Entrepreneurial Sacrifices and Success: Roger and Rick discuss the importance of hard work and perseverance in...
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Join us this Wednesday for a new episode where Roger discusses taking your business to the moon with Rick Watson.
info_outlineJoin us as we revisit this conversation from 2020!
In recent years accounting has evolved from rules, discipline and structure related to producing quality financial reports to so much more. Now the accounting professional needs to become more entrepreneurial, what we refer to as becoming an Accountrepreneur. Today accounting services need to also provide clear value and actionable information to the business owner to help them make more educated business decisions. So, who is driving this evolution and change and how does it apply to each of us individually?
Beyond seeing the numbers, understanding the trends, etc. the hard part is asking the business owner the right questions that lead to a discussion related to what they can and need to do next. Listen as Andy and Roger discuss how best to move into a consultative relationship and price your services.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Andy North, with AccountingWeb
Andy has spent the last 19 years studying the world of accounting firms, having run AccountingWEB in the UK he moved to the US (Boston) with his family back in 2015 to take the reins of the US version of the site. In that time, he's had the pleasure of working with almost all of the various vendors to the accounting sector to help them realize and articulate their value propositions to their potential customers.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
- A digital publication designed exclusively for the owners and managers of small and medium sized accounting firms (whether they be CPAs, bookkeepers or EAs) in the US and Canada. Their mission statement is 'to bring inspiration and confidence to the transitional firm'.
Offers:
As firm owners approach that point where they're thinking about selling, perhaps to fund that yacht in the Caribbean, the question is often, "How much is my firm worth?"
As demand for cash flow forecasting grows within the SME sector, more and more accounting firms are opting to include it as a service to their clients. Not only does it provide an invaluable service that helps keep clients afloat, it has significant benefits for the provider. It's an additional and often untapped revenue stream but allows for deeper insights and a launch pad for further services. So, where do you start? In short, you shouldn't begin to offer cash flow forecasting without reading this first.
Get your free copy of the e-book, “Red to BLACK” the how-to-guide for accounting professionals to help you address the most pressing issue many business owners face, their cash flow.
Tax compliance to advisory: How to transform your firm. Focusing on tax compliance can be a great strategy, but if your clients are looking for a more proactive service then you could be leaving revenue and valuable client relationships on the table. But when introducing tax advisory services, it's important to get the business model right. Packaging the service in the right way, pricing, and presentation are all key elements.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com
or call us at 8012653777