Rewind : The Riches are in the Niches to Build a Multi-Seven Figure Accounting Business with Jody Grunden
Building the Premier Accounting Firm
Release Date: 11/30/2024
Sharon Francisco’s Journey to Entrepreneurial Empowerment
Building the Premier Accounting Firm
On this week’s episode of Building the Premier Accounting Firm, Roger Knecht delves into the entrepreneurial journey of Sharon Francisco, who transitioned from a corporate role to founding a thriving bookkeeping business with her sister-in-law. Discover how Sharon’s experiences and insights have shaped her path and led to the creation of the “entrepreneurial bookkeeper” program, designed to empower others to achieve similar success. Main Themes: Entrepreneurial Transition: Sharon shares her story of leaving the corporate ladder to start a bookkeeping business of her own, highlighting...
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This Week on BPAF : Sharon Francisco
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses pwomen empowerment with Sharon Francisco
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Rewind : A Recovering Accountant with Jeff Borschowa
Building the Premier Accounting Firm
Listen in as Jeff and Roger discuss the value of master mind groups and the power of group think.
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Navigating Growth, Mergers, and Private Equity in Accounting w/ Gary Shamis
Building the Premier Accounting Firm
Welcome to this episode of “Building the Premier Accounting Firm,” where we explore the dynamic landscape of strategic growth and private equity in accounting firms. In this episode, host Roger Knecht is joined by industry expert Gary Shamis, who shares his incredible journey from an aspiring doctor to a leading accountant. Roger and Gary delve into strategic growth strategies, highlighting the importance of developing advisory services and targeting niche markets. Learn how technological advancements have facilitated geographic expansion and hear about the impressive evolution of a...
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This Week on BPAF : Gary Shamis
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses navigating growth, mergers, and private equity with Gary Shamis
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Rewind : The Sweet Spot To Help Accountants Get More Clients And Generate More Profit with Donna Leyens
Building the Premier Accounting Firm
Donna and Roger discuss the three things every accounting business owner needs to consider when building the company. This is a great addition to the topic of building the premier accounting firm. Consider each as you work on your business and see which is your next biggest challenge or opportunity.
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Edu-Marketing Mastery: Turning Knowledge into Profits w/Sarah Cordiner
Building the Premier Accounting Firm
In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Sarah Cordiner to delve into the art of transforming intellectual property into lucrative online courses, particularly for accounting professionals. She emphasizes the role of edu-marketing in enhancing market positioning and business opportunities through effective education. Key Highlights: Passion for Education: Sarah shares her personal journey and passion for education, underscoring the importance of engaging learners to effectively market services, especially in the accounting field. ...
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This Week on BPAF : Sarah Cordiner
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses turning knowledge into profits with Sarah Cordiner
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Rewind : From Beautician, To Bookkeeper And Now Business Advisor w/ Lisa Campbell
Building the Premier Accounting Firm
Listen as Roger and Lisa discuss her journey to join the mission to eradicate entrepreneurial poverty and get paid for it. Understand what she is doing to champion putting Profit First, especially with businesses in Canada.
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The Rollercoaster to Financial Fluency w/ Dr. Patience Jackson Rose
Building the Premier Accounting Firm
In this insightful episode of “Building the Premier Accounting Firm,” Universal Accounting Center president Roger Knecht sits down with Dr. Patience Jackson Rose, CEO of Red Worldwide, Inc., to explore the intersection of accounting, education, and empowerment. Dr. Rose discusses her journey from working at Six Flags to becoming an advisory-focused accountant, emphasizing how empathy and comprehensive services can boost client success. The conversation highlights the importance of education, especially for people of color, through initiatives like her nonprofit, RED Worldwide, which...
info_outlineJoin us as we revisit this conversation from 2020!
Imagine starting the business using your personal line of credit, having employees that make more than you and then one day it takes off. The decisions made to offer unique services in a specific industry actually help you stand out and grow your business. You may hear it often to focus on a niche, but does it really pay off, for Jody it did, and he’ll share how and why.
Building a large accounting firm offering quality services that bring value to the client is something he’s been doing for years. Listen in and hear how this can apply to your business.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Jody Grunden, CPA
Jody is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services for creative agencies as well as one of the largest Virtual CFO firms in North America. He’s also an industry speaker and a published author. Author of Digital Dollars and Cents, Jody literally wrote the book on helping digital agency owners create a financial roadmap to success.
Summit CPA Group is a fully distributed accounting firm with a non-traditional approach to accounting providing Virtual CFO Services, 401(k) Audits, and CPA Firm Augmentation. Operating under a profit-focused model, Summit CPA uses dynamic forecasting and key performance indicators with their clients to help them transcend their focus from simply “being in the black” to longer-term financial health and wealth. With the mission statement, “Changing the way people think about accounting,” the next big step for the Summit CPA Group is to help make this level of service a norm rather than an exception within other accounting firms.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get your FREE copy of the e-book “in the BLACK, nine principles to make your business profitable” to work ON your business. Apply these principles and then take them to your clients as their trusted advisor. Get you copy HERE Now!
In Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, Jody Grunden helps startup founders and company owners dive deep into the financial side of the business.
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