Rewind : We Need To Be More Bold As Accounting Professionals w/ Larry Weinstein
Building the Premier Accounting Firm
Release Date: 03/08/2025
Tax Planning: Maximize Client Value, Expand Services w/ Kirstin Reeder
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, Kirstin Reeder, founder and CEO of Purple Sapphire Business Solutions, shares her journey from stay-at-home mom to EA, offering specialized bookkeeping and tax services. Discover how she balances family and business, sets boundaries, and leverages networking to grow her firm. Key Takeaways: 🤝 Leverage networking and referrals for client acquisition in bookkeeping and tax services. ⏰ Set clear boundaries and manage scope creep to maintain work-life balance. 💡 Offer tiered tax planning services to cater to different client...
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This Week on BPAF : Kirsten Reeder
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses tax planning with Kirsten Reeder
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Rewind : Becoming a Progressive Accountant w/ Twyla Verhelst
Building the Premier Accounting Firm
As we work with our clients, do they see us as forward thinking? Are the meetings with us inspiring and engaging to help them use the accounting information they are receiving to make well informed business decisions? Are we leveraging technology to provide our clients the cutting edge services that will help us stand out as the premier accounting service?
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Accidental CFO? How Charles Leikauf Escaped the Corporate World
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Charles Leikauf, known as the accidental fractional CFO, about transitioning from corporate finance to helping accounting firms offer CFO services. They discuss key strategies for marketing, pricing, and delivering high-value CFO services, plus how to avoid scope creep and build client relationships. Key Takeaways: 👂 Listen to your spouse: Their insights can lead to unexpected opportunities. 💼 Clearly define your CFO services: Focus on cash flow, capital, and business model improvements. 🚫...
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This Week on BPAF : Charles Leikauf
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses fractional CFO with Charles Leikauf.
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Rewind : Are We Really Helping Our Clients? w/ Geraldine Carter
Building the Premier Accounting Firm
Roger and Geraldine each have a similar belief when it comes to working with accounting clients.
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Marketing vs. Sales: Where Accountants Go Wrong w/ Kenny Harper
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, Kenny Harper of Growth Amplifiers joins Roger Knecht to discuss the nuances of marketing and sales, emphasizing the importance of niching, understanding the customer journey, and sharing value to attract and retain ideal clients for accounting, bookkeeping, and tax businesses. Kenny shares actionable strategies to amplify your firm’s reach and impact. Key Takeaways: Understand the distinction between marketing (attracting ideal clients) and sales (helping clients achieve their goals). Share the full range of your services with...
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This Week on BPAF : Kenny Harper
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses marketing and sales with Kenny Harper
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Rewind : Life Changing Moments That Make Us Pivot w/ Veronica Sagastume
Building the Premier Accounting Firm
For some starting an accounting business is out of necessity. Perhaps it is unexpected or even wanted but when life happens we sometimes need to make the most of the situation. With that in mind listen as Veronica shares her story and how she can look back with gratitude.
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5 Steps to Financial Transparency in Your Business w/ Greg Kyte
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht sits down with guest Greg Kyte to explore the intricacies of fractional CFO work, fraud prevention, and the unexpected intersection of accounting and comedy. Greg shares his unique career journey and provides actionable insights for accounting professionals looking to protect their clients and enhance their service offerings. Key Takeaways in This Episode: ✅ Prioritize transparency and accountability in all financial dealings to build trust with clients and prevent fraud. 🏢 Implement robust internal controls,...
info_outlineJoin us as we revisit this conversation from 2020!
What is it that we can do, that we can declare that will make our services more compelling and meaningful to business owners?
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?
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Larry Weinstein, CPA
Larry M. Weinstein is a CPA (Texas) also known as the Tax Terminator® and the CPA for Lawyers®. He is the Managing Director of TaxTerminatorHQ.com and
TheCPAforLawyers.com. Larry graduated from the University of Houston with a BBA in Accounting and began his career in the Houston office of Arthur Young, now known as Ernst & Young.
In private practice since 1988, Larry concentrates in the area of IRS Tax Planning and Preparation, mostly for closely-held businesses and professional practices.
Larry has worked with hundreds of individuals, business, and professional practice owners through the years, helping them to LEGALLY lower their taxes while staying compliant with the IRS rules and regulations.
Larry is the developer of the Strategic Tax MinimizationTM Process.
Larry lives in Houston with his wife and Teddy the Texas Tax Cocker Spaniel. When he is not spending time with his family, he enjoys riding his recumbent tricycle and bicycle, fishing from his kayak and photography.
Sponsors:
- 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:
- “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
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