Rewind : Building Systems and Processes Within Your Accounting Business w/ Michael Palmer
Building the Premier Accounting Firm
Release Date: 10/12/2024
Fractional CFO Secrets: Scale Your Accounting Firm w/ Sarah Webb
Building the Premier Accounting Firm
In this episode of “Building the Premier Accounting Firm,” host Roger Knech interviews Sarah Webb, founder of Web CFO, about transitioning from corporate finance to launching a successful virtual CFO and accounting business. Sarah shares insights on marketing strategies, fractional CFO services, and building a client-centric firm. Learn how her diverse experience and marketing savvy propelled her accounting business. Key Takeaways: Embrace relationship building over aggressive sales tactics for sustainable growth. Define fractional CFO services as a blend of accurate accounting and...
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This Week on BPAF : Sarah Webb
Building the Premier Accounting Firm
Join us this Friday for a new episode where Roger discusses leaving your current role and going out on your own with Sarah Webb
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Rewind : We Need To Be More Bold As Accounting Professionals w/ Larry Weinstein
Building the Premier Accounting Firm
Larry is passionate about the work he does for his clients and it is contagious. Listen and He shares with Roger why he feels we need to be more aggressive in our marketing. He also challenges us to also become authors to share our story and message. Are you ready for that next step in your business and have a new powerful marketing asset?
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Calling vs. Career: Are You Confusing the Two? w/ Scott Maderer
Building the Premier Accounting Firm
In this episode of “Building the Premier Accounting Firm,” Roger Knecht interviews Scott Maderer on aligning personal purpose with business goals. Discover how to identify your calling, manage time and finances effectively, and build a fulfilling career in accounting. Gain actionable strategies for self-reflection and achieving authentic success. Scott and his wife Carrie started a ministry which evolved into Inspired Stewardship, a business focused on helping Christian men and couples live out their calling. Scott’s personal journey through financial struggles and rediscovering his...
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Exit Strategy Secrets: Build an Accounting Firm That Sells w/ Len Bruskiewitz
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Len Bruskiewitz, a seasoned business coach and certified exit planning advisor with extensive experience in helping business owners navigate successful transitions. Drawing from his background in tech and business coaching, Len shares invaluable insights about the critical intersection of accounting and exit planning. They explore how accounting professionals can better serve their clients while preparing their own firms for future transitions. In This Episode: Understanding the fundamentals of exit planning ...
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This Week on BPAF : Len Bruskiewitz
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses business exits with Len Bruskiewitz.
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Rewind : The Formula to Price Accounting Services Confidently with Vanessa Ugatti
Building the Premier Accounting Firm
Listen as Vanessa and Roger discuss the specific things, we each can do to effectively build the company with clients that are paying us more. Why, because we offer quality accounting services and know how to properly determine its real value.
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Remote Accounting Teams: Wendy Barlin’s Tips for Scaling Without the Headache
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, business strategist Wendy Barland sits down with Roger Knecht and shares her journey from South Africa to building and selling a seven-figure accounting firm, offering insights on acquisitions, remote teams, and the importance of defining accounting services. Discover how to cultivate a thriving accounting business and create a fulfilling career. In This Episode: Wendy shares her journey from South Africa to building a successful accounting practice, discussing key strategies for firm acquisitions, remote team management, and...
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This Week on BPAF : Wendy Barlin
Building the Premier Accounting Firm
Join us this Friday for a new episode where Roger discusses people, processes, and profit with Wendy Barlin.
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5 Excel Mistakes Costing Accountants Time & Money w/ Jeff Lenning
Building the Premier Accounting Firm
Join Roger Knecht and Microsoft MVP Jeff Lenning in this dynamic episode of Building the Premier Accounting Firm, where they delve into Excel mastery for accounting professionals. 🚀 Learn how to transform your workflow with advanced Excel features like Power Query and Pivot Tables, while exploring the revolutionary impact of AI on spreadsheet efficiency. This must-listen episode provides concrete strategies for accountants to reduce manual work and boost productivity through Excel automation. 📊 In This Episode: The episode explores essential Excel features for accountants,...
info_outlineJoin us as we revisit this conversation from 2020!
Getting out of the fog associated with running and accounting business is easier said than done. There is value having a business coach help you work ON your accounting business. Bookkeeping is an essential part of a successful business so let’s get excited within the profession to make a difference in business.
Having clients is the first step to having a successful business, doing the work efficiently and effectively is the key to then being profitable. Hear what elements Michael and Roger share to help you run your business right.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Michael Palmer, CEO of Pure Bookkeeping
Michael Palmer is also the host of The Successful Bookkeeper podcast and an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Run your business effectively and profitably, get your free copy of:
- “in the BLACK, nine principles to make your business profitable” – e-book
- The Seven Secrets Value Pack for Bookkeepers
Listen in as Roger and Michael continue this discuss together on The Successful Bookkeeper Podcast
- How to Increase the Value of Your Bookkeeping Business – Episode 88
- How To Make Your Bookkeeping Business More Profitable) – Episode 100
Learn more about Pure Bookkeeping
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