Rewind : Being a Disruptor as an Accounting Professional w/ Ryan Lazanis
Building the Premier Accounting Firm
Release Date: 03/22/2025
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,...
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Join us this Wednesday for a new episode where Roger discusses anxiety, failure, and fraud with Greg Kyte
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For some the idea of starting an accounting business is the furthest thing from their mind then life is thrust upon them.
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In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Andrew O’Brien, the Mindblowing Coach, about stress and burnout management for accounting professionals. They explore the science behind stress, debunk misconceptions, and provide actionable tips for a healthier, more balanced life. 💪 Key Takeaways: Recognize the difference between real and perceived stress to better manage your reactions. 🧠 Implement deep breathing and hydration techniques to quickly signal your brain for homeostasis. 💧 Prioritize sleep and nutrition to optimize brain health...
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Join us this Friday for a new episode where Roger discusses mastering your stress with Andrew O'Brien.
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In this episode of Building the Premier Accounting Firm, Nolan Bradbury of Bradfield Accounting joins Roger Knecht to discuss the critical importance of strong client-accountant relationships, moving beyond transactional interactions, and leveraging financial reports to drive business growth. They explore the value of providing advisory services, KPIs, and the essential role of accountants as translators, ensuring business owners understand their financial data and make informed decisions. Key Takeaways: Prioritize client relationships: Build connections that go beyond basic accounting...
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Join us this Wednesday for a new episode where Roger discusses client relationships with Nolan Bradbury
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Listen as Ryan and Roger discuss why and how you can become a disruptor within the space of accounting to find and retain new clients.
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In this episode of “Building the Premier Accounting Firm,” Shena White, an award-winning contractor and wealth efficiency expert, shares her journey into accounting after an embezzlement incident, leading her to specialize in CFO and advisory services for small businesses. Discover key strategies for financial management, tax planning, and safeguarding your business during economic downturns. This episode provides actionable insights for accounting professionals and business owners alike. Key Takeaways: Understand the role of a fractional CFO in providing financial insight beyond...
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Join us this Friday for a new episode where Roger discusses better serving your clients through advisory services with Shena White
info_outlineJoin us as we revisit this conversation from 2020!
The premise of building the premier accounting firm is based upon the unique services we each choose to offer. Listen as Ryan and Roger discuss why and how you can become a disruptor within the space of accounting to find and retain new clients.
Also hear what Ryan has to share about growing an accounting business to the point that someone acquires it. What did it take to achieve it and the lessons he learned along the way? He has some good advice so be ready to take some notes.
Pay attention to what he has to say about “coaching” and it’s value in building your business.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Ryan Lazanis, CPA
Ryan Lazanis, CPA, CA founded Xen Accounting in 2013, a 100% cloud-based accounting firm. Following its acquisition in 2018, Ryan started Future Firm, which helps firm owners design and implement an online, scalable firm that supports their ideal lifestyle. He also sends a weekly newsletter to 2,500+ firm leaders that want to receive exclusive content & tips to help them create an online, scalable firm of their own.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Ryan sends a weekly newsletter to over 3,000 firm leaders who want exclusive tips & tricks to design & implement an online, scalable firm of their own.
Newsletter sign up - https://futurefirm.co/newsletter/
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 accountant’s 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
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