Rewind : Are You Living Your Legacy Today? w/ Mitchell Levy
Building the Premier Accounting Firm
Release Date: 10/05/2024
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!
In the hustle of the day-to-day activities it’s important to pause, become present and live with intent. Listen as Roger and Mitchel discuss ways to create and live our own personal legacies today with purpose and intent. As we get old life can appear to be passing us by but here is the opportunity we each need to reassess and prioritize what we are doing.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Mitchell Levy
Global Credibility Expert Mitchell Levy (pronounced Lee Vee) is a TEDx speaker and international bestselling author of over 60 books. As The AHA Guy at AHAthat (https://AHAthat.com), he helps to extract the genius from your head in a two hour interview so that his team can ghostwrite your book, publish it, distribute it, and make you an Amazon bestselling author in four months. He is an accomplished Entrepreneur who has created twenty businesses in Silicon Valley including four publishing companies that have published over 850 books. He's provided strategic consulting to over one hundred companies and has been chairman of the board of a NASDAQ-listed company. Mitchell has been happily married for thirty years and regularly spends four weeks in Europe with family and friends.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
See my interview with Mitchell here as it relate to building the premier accounting firm
Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountants library to provide the value clients look for today:
- “in the BLACK, nine principles to make your business profitable” – e-book
- “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
BEing Seen & BEing Heard as a Thought Leader! | Listen to Mitchell Levy’s Ted Talk
- In today's connected society, how "should" we present ourselves to those that "should" be listening? Who we were and how we interacted in the agriculture and industry ages was so much different than it is today and will be in the truly interconnected social age. What should we expect? What do we need to do to prepare ourselves? The AHA Guy Mitchell Levy will tie together the concepts of BEing yourself, active listening, defining "your" success, and growing the "right" audience. Expect a handful of AHAs when watching and listening to his talk.
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