Rewind : From Beautician, To Bookkeeper And Now Business Advisor w/ Lisa Campbell
Building the Premier Accounting Firm
Release Date: 01/11/2025
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...
info_outline This Week on BPAF : Sharon FranciscoBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses pwomen empowerment with Sharon Francisco
info_outline Rewind : A Recovering Accountant with Jeff BorschowaBuilding the Premier Accounting Firm
Listen in as Jeff and Roger discuss the value of master mind groups and the power of group think.
info_outline Navigating Growth, Mergers, and Private Equity in Accounting w/ Gary ShamisBuilding 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...
info_outline This Week on BPAF : Gary ShamisBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses navigating growth, mergers, and private equity with Gary Shamis
info_outline Rewind : The Sweet Spot To Help Accountants Get More Clients And Generate More Profit with Donna LeyensBuilding 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.
info_outline Edu-Marketing Mastery: Turning Knowledge into Profits w/Sarah CordinerBuilding 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. ...
info_outline This Week on BPAF : Sarah CordinerBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses turning knowledge into profits with Sarah Cordiner
info_outline Rewind : From Beautician, To Bookkeeper And Now Business Advisor w/ Lisa CampbellBuilding 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.
info_outline The Rollercoaster to Financial Fluency w/ Dr. Patience Jackson RoseBuilding 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!
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