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Rewind : Leveraging a Proven System with LinkedIn to Get New Accounting Clients with James Molfetas

Building the Premier Accounting Firm

Release Date: 01/04/2025

Get Lifelong Accounting Clients: Relationship-based Secrets w/ Ralph Estep Jr. show art Get Lifelong Accounting Clients: Relationship-based Secrets w/ Ralph Estep Jr.

Building the Premier Accounting Firm

Join Roger Knecht as he welcomes Ralph Estep Jr. to Building the Premier Accounting Firm. In this enlightening conversation, they explore relationship-based accounting, the integration of faith and purpose in business operations, and strategies for developing a comprehensive accounting practice. Learn how meaningful client connections and a dedication to service can elevate your firm to new heights. In This Episode: • Building lasting client relationships through authentic care and understanding • Integrating faith-based principles into accounting practices • Developing diverse skills to...

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This Week on BPAF : Ralph Estep Jr. show art This Week on BPAF : Ralph Estep Jr.

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses building relationships with Ralph Estep Jr.  

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Fractional CFO Secrets: Scale Your Accounting Firm w/ Sarah Webb show art Fractional CFO Secrets: Scale Your Accounting Firm w/ Sarah Webb

Building the Premier Accounting Firm

In this episode of “Building the Premier Accounting Firm,” host Roger Knech interviews Sarah Webb, founder of Web CFO, about transitioning from corporate finance to launching a successful virtual CFO and accounting business. Sarah shares insights on marketing strategies, fractional CFO services, and building a client-centric firm. Learn how her diverse experience and marketing savvy propelled her accounting business. Key Takeaways: Embrace relationship building over aggressive sales tactics for sustainable growth. Define fractional CFO services as a blend of accurate accounting and...

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This Week on BPAF : Sarah Webb show art This Week on BPAF : Sarah Webb

Building the Premier Accounting Firm

Join us this Friday for a new episode where Roger discusses leaving your current role and going out on your own with Sarah Webb

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Rewind : We Need To Be More Bold As Accounting Professionals w/ Larry Weinstein show art Rewind : We Need To Be More Bold As Accounting Professionals w/ Larry Weinstein

Building the Premier Accounting Firm

Larry is passionate about the work he does for his clients and it is contagious.  Listen and He shares with Roger why he feels we need to be more aggressive in our marketing.  He also challenges us to also become authors to share our story and message.  Are you ready for that next step in your business and have a new powerful marketing asset?

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Calling vs. Career: Are You Confusing the Two? w/ Scott Maderer show art Calling vs. Career: Are You Confusing the Two? w/ Scott Maderer

Building the Premier Accounting Firm

In this episode of “Building the Premier Accounting Firm,” Roger Knecht interviews Scott Maderer on aligning personal purpose with business goals. Discover how to identify your calling, manage time and finances effectively, and build a fulfilling career in accounting. Gain actionable strategies for self-reflection and achieving authentic success. Scott and his wife Carrie started a ministry which evolved into Inspired Stewardship, a business focused on helping Christian men and couples live out their calling. Scott’s personal journey through financial struggles and rediscovering his...

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Exit Strategy Secrets: Build an Accounting Firm That Sells w/ Len Bruskiewitz show art Exit Strategy Secrets: Build an Accounting Firm That Sells w/ Len Bruskiewitz

Building the Premier Accounting Firm

In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Len Bruskiewitz, a seasoned business coach and certified exit planning advisor with extensive experience in helping business owners navigate successful transitions. Drawing from his background in tech and business coaching, Len shares invaluable insights about the critical intersection of accounting and exit planning. They explore how accounting professionals can better serve their clients while preparing their own firms for future transitions. In This Episode: Understanding the fundamentals of exit planning ...

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This Week on BPAF : Len Bruskiewitz show art This Week on BPAF : Len Bruskiewitz

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses business exits with Len Bruskiewitz.  

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Rewind : The Formula to Price Accounting Services Confidently with Vanessa Ugatti show art Rewind : The Formula to Price Accounting Services Confidently with Vanessa Ugatti

Building the Premier Accounting Firm

Listen as Vanessa and Roger discuss the specific things, we each can do to effectively build the company with clients that are paying us more.  Why, because we offer quality accounting services and know how to properly determine its real value.

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Remote Accounting Teams: Wendy Barlin’s Tips for Scaling Without the Headache show art Remote Accounting Teams: Wendy Barlin’s Tips for Scaling Without the Headache

Building the Premier Accounting Firm

In this episode of Building the Premier Accounting Firm, business strategist Wendy Barland sits down with Roger Knecht and shares her journey from South Africa to building and selling a seven-figure accounting firm, offering insights on acquisitions, remote teams, and the importance of defining accounting services. Discover how to cultivate a thriving accounting business and create a fulfilling career.  In This Episode: Wendy shares her journey from South Africa to building a successful accounting practice, discussing key strategies for firm acquisitions, remote team management, and...

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Join us as we revisit this conversation from 2020!

As accounting professionals, we prefer proven turnkey process and systems so when it comes to marketing and sales, we strive to find a method we can rely on to grow the business with new clients confidently. 

Listen as James and Roger share their thoughts and the journey each has take to find the process that works best to bring on new clients.

James is fun and great to listen to so sit down and have a note pad handy to capture your thoughts to apply this in your business.

 

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: James Molfetas

James is a chartered accountant who left the accounting profession in 2011 to concentrate on Internet marketing, which is the process of selling goods and services online.

In his 30-year financial career, he was a financial director in both private and listed companies as well as a partner in a small 3-partner audit practice.

James in an international number one best-selling author of marketing books helping accountants to get more clients and sell more products and services by leveraging the internet.

He has an international number one bestseller called “Accounting Clients on Tap” and just recently “Regular Clients from LinkedIn” also became a bestseller.

James has been an entrepreneur all his life.  He started selling oranges he picked from a tree in his back garden to passers-by when he was 8 years old. He went on to establish a number of flea markets and craft markets where he helped thousands of traders make a living.

He also established his own brand of 10-DVD rental stores which he sold before the industry collapsed.

Today he coaches accountants how to get a minimum of 2 new clients every month by using his proprietary “Regular Accounting Client Blueprint”.  

He does regular webinars teaching his methods in South Africa, the UK, Canada and the United States.

James is the CEO and Founder of the training and sales funnel implementation company, Regular Clients.

He used to be a provincial chess player in his youth and loves performing magic tricks for and with his two kids.

 

Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Regular Clients

  • Accountants, Auditors, Bookkeepers, Tax Practitioners and Financial Advisors... Get a Minimum of 2 New Clients Every Month. Forever!

 

Offers:

Become a Profit & Growth Expert, see what you can do to address the most common challenge business owners face which is cash flow management with confidence offering quality advisory services to help you get paid what you are worth.  Learn how to complement your quality accounting services as a business coach, apply proven marketing and sales strategies to get paid what you are worth. https://universalaccountingschool.com/profit-and-growth-expert-pge/

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:

Take advantage of James’ offer and get your copy of his new book (https://www.regularclients.com/LinkedIn-Book-Review-download) to market your service using LINKEDIN and learn more here: https://www.regularclients.com/LinkedIn-Book-Review 

Remember this, if it’s about accounting, its 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