Rewind : Technology And How It Applies In Accounting w/ Clayton Oates
Building the Premier Accounting Firm
Release Date: 12/14/2024
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!
Witnessing the evolution of accounting over the years has been very insightful. Each change can be intimidating but, more empowering. From paper to computer, software to the cloud, artificial intelligence (AI) to real-time and actionable information accounting remains relevant so what are we doing as an accounting profession to stay ahead of the curve?
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:
- Customer Relationship Management (CRM)
- Document Management
- Business Analytics
- Payroll & Human Resource (HR)
- Point of Sell / e-commerce
- Inventory Management
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Clayton Oates
Clayton is committed to helping Small Business, Accountants, Bookkeepers & Technology Companies to connect with each other (and the clients and customers they serve) to have a better life.
Clayton will inspire you! This (Ex) Accountant is living proof of how you can dramatically transform your life by helping others. A passionate and engaging communicator who draws on more than 25 years’ experience in the Accounting Technology Industry. During this time Clayton and his team at QA Business have educated more than 20,000 small business owners, operators, accountants, bookkeepers and consultants in utilizing technology to buy back precious time from their businesses. Clayton now devotes his time and energy in helping educate other Advisors around the world on how they can be the Difference Maker for their clients. Clayton has a unique style of presenting and you are going to love what he has to share. (Clayton is also a recognized Top Thought Leader in Accounting Technology by CPA Practice Advisor)
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
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