Rewind : From Beautician, To Bookkeeper And Now Business Advisor w/ Lisa Campbell
Building the Premier Accounting Firm
Release Date: 01/11/2025
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.
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
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
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
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
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
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
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
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
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...
info_outlineJoin us as we revisit this conversation from 2020!
As a true entrepreneur Lisa found her passion in business drew her to the numbers, the language of business, and then beyond. Today she is an accomplished bookkeeper offering quality accounting services as well as consulting her clients in all things business, especially profit.
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.
See what you can also do to add this service to your accounting business and get paid what you are worth.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Lisa Campbell
A Certified Professional Bookkeeper turned Profit Strategist (CPFP Master) after turning her practice into a business that allows her the ability to serve her high-end client's needs as a strategist rather than a bookkeeper.
A guest speaker on countless podcasts, webinars and live training events, Lisa is the CEO of Profit First Professionals Canada, The Marcam Group, and Accelerate 2 Advisor. She is also the Head of Mentoring North America for The Successful Bookkeeper.
Lisa is guiding entrepreneurs & bookkeepers to skyrocket their confidence, cash flow and freedom with money, mindset & positioning tools that help her clients prosper exponentially.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get a FREE copy of Profit First by Mike Michalowicz
The Accelerator Method Masterclass series https://www.accelerate2advisor.com/HOME
- 9-day free course for bookkeepers
- Creating effective systems within the business
Announcement of the new Canadian Profit First Professional applicants: https://www.profitfirstprofessionals.ca/
- Specific to the Canadian market – currently taking applications
- Become a certified Profit First Professional
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