Rewind : Moving Beyond The Work To Become Relevant To Our Clients w/ David Cristello
Building the Premier Accounting Firm
Release Date: 10/19/2024
Empowering Women Entrepreneurs: Jamie Van Cuyk’s Guide to Mastering Hiring and Leadership
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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This Week on BPAF : Jamie Van Cuyk
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses recruiting and hiring with Jamie Van Cuyk
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Rewind : Cost Segregation, a Unique Specialized Service for Accounting Firms with Robby Romero
Building the Premier Accounting Firm
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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Revitalize Your Business Passion: Tanya Fox’s Five-Step Blueprint for Success
Building the Premier Accounting Firm
Join Roger Knecht, president of Universal Accounting Center, as he delves into the world of successful accounting firms with Tanya Fox, an accountant since 1998 and author of “How to Collaborate" on this exciting episode of Building the Premier Accounting Firm. This episode explores Tanya’s five-step framework for reigniting entrepreneurial passion and enhancing profitability through effective collaboration. Main Themes: Tanya’s Entrepreneurial Journey: Inspired by a love for cash registers, Tanya transitioned from working for the Canadian government to launching her own firm. Her...
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This Week on BPAF : Tanya Fox
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses collaboration with Tanya Fox
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Rewind : There’s a Personal Side to the Accounting Services We Offer w/ Martin Bissett
Building the Premier Accounting Firm
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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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.
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