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Rewind : Moving Beyond The Work To Become Relevant To Our Clients w/ David Cristello

Building the Premier Accounting Firm

Release Date: 10/19/2024

Exploring Roger Knecht’s Legacy as President of Universal Accounting show art Exploring Roger Knecht’s Legacy as President of Universal Accounting

Building the Premier Accounting Firm

Welcome to a special edition of “Building the Premier Accounting Firm.” Today, we are taking a unique turn by delving into the life and legacy of our host, Roger Knecht, in his role as the president of Universal Accounting Center. This episode offers a glimpse into Roger’s journey, exploring how his vision and leadership have shaped not only his career but also the broader field of accounting education. In this insightful conversation, we aim to uncover the profound impact that accounting professionals have on business success. We invite you to join Roger as he highlights the importance...

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Rewind : Communicating with Your Clients Clearly and Effectively with Femke Hogema show art Rewind : Communicating with Your Clients Clearly and Effectively with Femke Hogema

Building the Premier Accounting Firm

Listen as Femke and Roger discuss the importance of language, vocabulary and terms when working with business owners.  Accounting professionals are the business interpreters and have a role to help translate the financial reports and help business owners use this information to make more informed business decisions.

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From Music to Business Mastery: How to Transfer Knowledge w/ Greg DeVore show art From Music to Business Mastery: How to Transfer Knowledge w/ Greg DeVore

Building the Premier Accounting Firm

Join Roger Knecht, president of Universal Accounting Center, as he delves into strategies for building successful accounting firms with insights from industry leaders each week on Building the Premier Accounting Firm. In this episode, Greg DeVore, co-founder and CEO of ScreenSteps, shares his inspiring journey from music composition to entrepreneurship, driven by personal challenges and a need for effective knowledge transfer. Key Themes: From Music to Entrepreneurship: Greg describes his transition motivated by the need for health insurance for his premature son and how his experiences...

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This Week on BPAF : Greg Davore show art This Week on BPAF : Greg Davore

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses tranferring info to employees effectively with Greg Davore.  

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Rewind : Starting the Business on a Shoestring and Believing in Yourself w/ David Jenyns show art Rewind : Starting the Business on a Shoestring and Believing in Yourself w/ David Jenyns

Building the Premier Accounting Firm

Starting a business is full of risk but with a “can-do” attitude you make things happen.  Whether Lemons to Lemonade or obstacle to opportunity listen to Dave as he shares his story and the insights he now must start and build a successful business.

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Leadership Alchemy: Jessper Maquindang’s Guide to  Transforming Accounting Firms with Culture and Connection show art Leadership Alchemy: Jessper Maquindang’s Guide to Transforming Accounting Firms with Culture and Connection

Building the Premier Accounting Firm

Welcome to another insightful episode of “Building the Premier Accounting Firm,” where we dive deep into the crucial practices that firm owners need to shape a thriving accounting practice. This week, our focus is on the pivotal roles of leadership and workplace culture, essential components for any firm aspiring to excellence. Join your host, Roger Knecht, as he engages in a compelling conversation with our guest, Jessper Maquindang. Jessper is a renowned expert in leadership strategies and organizational development, particularly within the accounting industry. In this episode, Jessper...

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This Week on BPAF : Jessper Maquindang show art This Week on BPAF : Jessper Maquindang

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses building an effective leader with Jessper Maquindang.  

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Rewind : Technology And How It Applies In Accounting w/ Clayton Oates show art Rewind : Technology And How It Applies In Accounting w/ Clayton Oates

Building the Premier Accounting Firm

Listen as Clayton and Roger discuss technology and it’s impact on accounting to the 6 areas of business the accounting needs to pay attention:

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From Homeschooling to E-Commerce Success: Cyndi Thomason’s Profit-First Journey show art From Homeschooling to E-Commerce Success: Cyndi Thomason’s Profit-First Journey

Building the Premier Accounting Firm

Welcome to this episode of “Building the Premier Accounting Firm,” where we delve into the transformative power of specialization and self-sustaining business models in the accounting industry. Today, we are joined by the remarkable Cyndi Thomason, a Certified Profit First Professional and the visionary founder of Bookskeep. Cyndi has carved a niche in the e-commerce world by implementing innovative strategies that enhance profitability and operational efficiency. Together, we’ll explore her journey from a diverse clientele to becoming a leader in e-commerce specialization, the benefits...

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This Week on BPAF : Cyndi Thomason show art This Week on BPAF : Cyndi Thomason

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses Clokworking your business with Cyndi Thomason

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More Episodes

Join 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:

Universal Accounting Center

  • 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:

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