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
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses having a service-first accounting firm with Patience Rose.
info_outline Rewind : Leveraging a Proven System with LinkedIn to Get New Accounting Clients with James MolfetasBuilding the Premier Accounting Firm
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.
info_outline Exploring Roger Knecht’s Legacy as President of Universal AccountingBuilding the Premier Accounting Firm
Welcome to a special edition of “Building the Premier Accounting Firm.” Today, we are taking a unique turn by delving into the life and legacy of our host, Roger Knecht, in his role as the president of Universal Accounting Center. This episode offers a glimpse into Roger’s journey, exploring how his vision and leadership have shaped not only his career but also the broader field of accounting education. In this insightful conversation, we aim to uncover the profound impact that accounting professionals have on business success. We invite you to join Roger as he highlights the importance...
info_outline Rewind : Communicating with Your Clients Clearly and Effectively with Femke HogemaBuilding the Premier Accounting Firm
Listen as Femke and Roger discuss the importance of language, vocabulary and terms when working with business owners. Accounting professionals are the business interpreters and have a role to help translate the financial reports and help business owners use this information to make more informed business decisions.
info_outline From Music to Business Mastery: How to Transfer Knowledge w/ Greg DeVoreBuilding the Premier Accounting Firm
Join Roger Knecht, president of Universal Accounting Center, as he delves into strategies for building successful accounting firms with insights from industry leaders each week on Building the Premier Accounting Firm. In this episode, Greg DeVore, co-founder and CEO of ScreenSteps, shares his inspiring journey from music composition to entrepreneurship, driven by personal challenges and a need for effective knowledge transfer. Key Themes: From Music to Entrepreneurship: Greg describes his transition motivated by the need for health insurance for his premature son and how his experiences...
info_outline This Week on BPAF : Greg DavoreBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses tranferring info to employees effectively with Greg Davore.
info_outline Rewind : Starting the Business on a Shoestring and Believing in Yourself w/ David JenynsBuilding 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 ConnectionBuilding 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 MaquindangBuilding 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 OatesBuilding 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_outlineJoin 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:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
- 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:
- “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
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