Rewind : Moving Beyond The Work To Become Relevant To Our Clients w/ David Cristello
Building the Premier Accounting Firm
Release Date: 10/19/2024
Marketing with Charisma w/ Gaynor Meilke
Building the Premier Accounting Firm
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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Rewind : Marketing with Purpose, Working Broadly with Adrian Dayton
Building the Premier Accounting Firm
We’ve all heard it before; the money is in the niches. Target an industry and specialize in the services you offer. But what does that mean and how to start. Adrian and Roger discuss how to lead with your expertise and strength and then expand on everything else you do.
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Culture Counts: Rick Watson on Building a Premier Accounting Firm with Purpose and Trust
Building the Premier Accounting Firm
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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This Week on BPAF : Rick Watson
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses taking your business to the moon with Rick Watson.
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Rewind : The Evolution Of Accounting and How It Applies To The Services We Offer Today with Andy North
Building the Premier Accounting Firm
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.
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How to Craft Standout Marketing for an Accounting Firm in 2024 w/ Daniel Den
Building the Premier Accounting Firm
Welcome to another insightful episode of Building the Premier Accounting Firm with host Roger Knecht. Today Roger delves into strategies for differentiation and market leadership tailored for bookkeeping, accounting, and tax business owners with marketing expert Daniel Den. Daniel shares transformative insights on how to thrive in the competitive landscape of 2024 and beyond. Key Discussion Points: X Factor Methodology: Daniel explains how his powerful approach has helped over 20,000 clients distinguish themselves in their markets. He recounts his journey from running a party business to...
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Rewind : Moving Beyond The Work To Become Relevant To Our Clients w/ David Cristello
Building the Premier Accounting Firm
Roger and David discuss both the why’s and how’s to become more efficient, therefore more profitable, so we can spend more time providing additional value to our clients to help them run their business. Listen in to this great conversation and be prepared to take some notes.
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The CEO’s Journey: Navigating Leadership and Growth in Accounting Firms w/ Scott Ritzheimer
Building the Premier Accounting Firm
In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht and guest Scott Ritzheimer explore the journey to achieving predictable success and sustaining growth in accounting firms. The conversation delves into the pivotal role of leadership, employee satisfaction, and stakeholder contentment in driving organizational performance. Key Highlights: Scott’s Journey: Scott shares his transition from ministry training to the accounting world, recounting how he revitalized a failing business by shifting from task execution to effective management, leading to significant...
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This Week on BPAF : Scott Ritzheimer
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses the 7 stages and challenges founders face with Scott Ritzheimer.
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Rewind : Building Systems and Processes Within Your Accounting Business w/ Michael Palmer
Building the Premier Accounting Firm
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.
info_outlineJoin us as we revisit this conversation from 2020!
Of course, there is a joy and sense of accomplishment when in accounting everything balances and we are able to close out a month or perhaps even a year of books. But there is something more that we need to do with our clients and the tasks within the accounting process may be holding us back as a profession. Roger and David discuss both the why’s and how’s to become more efficient, therefore more profitable, so we can spend more time providing additional value to our clients to help them run their business. Listen in to this great conversation and be prepared to take some notes.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: David Cristello
David is CEO and Founder of Jetpack Workflow. He has a motto: Driven to solve painful problems with smart, passionate, and empathetic people
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Jetpack Workflow - Simple Client & Workflow Management. Join 16,382+ Accountants who started using Jetpack to help
- Never Misplace Client Work: Never again recreate or lose sight of client work
- Gain Full Visibility: Track the progress of your team, run reports within seconds, and never lose sight of deadlines
- Grow Without Worry: We've tracked over 5,000,000 tasks in 16+ countries (ranging from small accounting firms to the Top 10)
Offers:
Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountants library to provide the value clients look for today:
- “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
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