Rewind : Seeing Abundance When Selling Your Accounting Services w/ Michelle Weinstein
Building the Premier Accounting Firm
Release Date: 03/15/2025
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,...
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This Week on BPAF : Greg Kyte
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses anxiety, failure, and fraud with Greg Kyte
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Rewind : Passion and Gratitude Does Pay Off When Building the Business w/ Natalia Zacharin
Building the Premier Accounting Firm
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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End Burnout: Andrew O’Brien’s Simple Steps for Accounting Firm Owners
Building the Premier Accounting Firm
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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This Week on BPAF : Andrew O'Brien
Building the Premier Accounting Firm
Join us this Friday for a new episode where Roger discusses mastering your stress with Andrew O'Brien.
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3 Ways Strong Client Relations Boost Accounting Profits w/ Nolan Bradbury
Building the Premier Accounting Firm
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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This Week on BPAF : Nolan Bradbury
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses client relationships with Nolan Bradbury
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Rewind : Being a Disruptor as an Accounting Professional w/ Ryan Lazanis
Building the Premier Accounting Firm
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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Smart Finance: Leveraging Fractional CFOs for Maximum Impact w/ Shena White
Building the Premier Accounting Firm
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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This Week on BPAF : Shena White
Building the Premier Accounting Firm
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!
Michelle is an optimist, seeing opportunity and potential new clients everywhere.
Selling accounting services can be fun and when you combine passion with an abundant mindset there is no stopping your potential to build your business.
Listen as Roger and Michelle discuss principles you can use to become comfortable selling your quality accounting services.
In the end, it’s about helping your clients and letting them see you as the expert to help them.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Michelle Weinstein
Michelle trains accountants how to use her unique and proven system to sell more services, overcome any objection, and have a life full of abundance!
She has successfully trained CPAs how to actually and efficiently IMPLEMENT powerful techniques adding $10k to $50k in additional revenue every month.
Michelle is also the host of the, The Abundant Accountant Podcast is where accounting professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. She cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so accounting professionals can stop giving away their time and expertise away for free and start being paid their value and worth!
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Michelle shared that she sees way too many accounting professionals who are overworked, underpaid, and underappreciated. Is that you? 8weeksalesmastery.com
That’s why I’ve created a simple 5-step process for accountants so that you can feel confident positioning yourself as the expert, get consistent, high-quality referrals, and easily get people to say YES to paying you what you’re worth (no matter how much you charge), while working less all year round. Go to 5stepstoabundance.com now if you want to stop waiting around for the busy season every year and have an accounting practice full of high-level clients who are happy to pay you the fees you deserve and who actually appreciate the work you do for them.
Get the sales training built specifically for accounting professionals so that you can Sell with Confidence applying the principles of Strategic Selling. Take a moment and download this overview of the process with this Cut to the Chase pdf
Get a FREE copy of each of the two books 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