loader from loading.io

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

Building the Premier Accounting Firm

Release Date: 12/14/2024

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.

info_outline
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...

info_outline
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.  

info_outline
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:

info_outline
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...

info_outline
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

info_outline
Developing Your Blueprint for a Leading Accounting Firm w/ John Hewitt show art Developing Your Blueprint for a Leading Accounting Firm w/ John Hewitt

Building the Premier Accounting Firm

Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht. This episode features special guest John Hewitt, a leading strategist in building accounting firms from the ground up. Join us as he shares his wealth of knowledge in business development to guide you in transforming your accounting practice into a leading firm. Main Highlights: Understanding the Landscape: John provides expert insights into the current accounting industry, highlighting what sets a premier firm apart from the rest. Strategic Planning: John shares his...

info_outline
This Week on BPAF : John Hewitt show art This Week on BPAF : John Hewitt

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses exponential growth with John Hewitt 

info_outline
Rewind : The Riches are in the Niches to Build a Multi-Seven Figure Accounting Business with Jody Grunden show art Rewind : The Riches are in the Niches to Build a Multi-Seven Figure Accounting Business with Jody Grunden

Building the Premier Accounting Firm

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.

info_outline
Client Engagement and Go-to-Market Strategies w/ Michael Haynes show art Client Engagement and Go-to-Market Strategies w/ Michael Haynes

Building the Premier Accounting Firm

Welcome to another exciting episode of Building the Premier Accounting Firm with Roger Knecht. In this episode Roger highlights the journey of Michael Haynes from corporate roles to supporting small and medium-sized businesses, focusing on effective go-to-market strategies and customer engagement for accounting firms. The discussion provides actionable insights for business owners in bookkeeping, accounting, and tax services, emphasizing the importance of understanding client needs and fostering strong relationships. Key Highlights: How Michael Started in B2B: Transition from corporate...

info_outline
 
More Episodes

Join 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:

  1. Customer Relationship Management (CRM)
  2. Document Management
  3. Business Analytics
  4. Payroll & Human Resource (HR)
  5. Point of Sell / e-commerce
  6. 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:

Universal Accounting Center

  • 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:

 

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