Rewind : Seeing Abundance When Selling Your Accounting Services w/ Michelle Weinstein
Building the Premier Accounting Firm
Release Date: 03/15/2025
Achieve Your Goals: Train Your Brain for Peak Performance w/ Robb Zbierski
Building the Premier Accounting Firm
In this episode of “Building the Premier Accounting Firm,” host Roger Knecht and Robb Zbierski, professional speaker and coach with Freedom Personal Development, explore the critical role of mindset and mental health in achieving business success. They discuss practical strategies for rewiring your brain for optimism and resilience, offering actionable insights to overcome limiting beliefs. Key Takeaways: Recognize the value of having a “head coach” to gain perspective and challenge limiting beliefs. Implement daily, weekly, and quarterly routines to reinforce positive thinking and...
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Rewind : Are you Wired for Success w/ Erin Moger
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Listen in as Roger and Erin discuss the psychology that can frustrate our efforts to be successful and profitable in business. Consider the things so many of us do that sabotage our individual success and learn the formula to help make profit deliberate and intentional. Dream big enough and start small enough to experience success – baby steps 😊 Erin has worked with accounting professional over the years to know what it takes emotionally and practically to help business owners make profit a priority. Learn about the 5 plates...
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5 Key Words to Find Accounting Success w/ Becky Kemp
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes motivational speaker and business coach Becky Kemp to explore the power of words in both personal and professional success. Discover actionable insights and the importance of intentional communication for entrepreneurs seeking to improve their businesses and lives. 🚀 Key Takeaways: Acknowledge the need for change and personal dreams to spark creation and innovation. 🌟 Ask better questions to overcome obstacles and find unique paths to business success. ❓ Practice abundant thinking and gratitude to...
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This Week on BPAF : Becky Kemp
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses the power of words with Becky Kemp.
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Rewind : Becoming a Business Coach
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Working with business owners often presents opportunities to educate and perhaps inspire. But what does this look like in a professional setting, in fact in a more formal relationship that may involve compensation? Learn the levels that exist for accounting professionals to offer more than quality accounting services. Consider becoming a: Mentor Advisor Consultant Coach See what you can do to benefit from each as well as offer each of these services to build the premier accounting business in your area. Your Host: ,...
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Tech Stack Secrets to Build a Profitable Accounting Firm w/ Randy Johnston
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Randy Johnston, a leading figure in accounting technology, about tech stacks, AI, and the future of the accounting industry. Johnston shares his expertise on choosing the right technology, integrating AI seamlessly, and leveraging tools for optimal efficiency and client satisfaction. This episode provides actionable advice for accounting professionals looking to enhance their firms with cutting-edge technology and strategic service offerings. Key Takeaways: 💡 Define Your Service Offerings: Determine the...
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This Week on BPAF : Randy Johnston
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses technology with Randy Johnston
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Rewind : Relationship Selling With Confidence w/ Clay Neves
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Selling accounting services can be a challenge, in fact frustrating, but it doesn’t need to be that way. Listen in as Clay and Roger discuss some essential elements of the process that can make it easier and more effective for you as you work to bring on new clients. There are some key parts of the meeting with a potential client that you don’t want to miss. Also take advantage of some free resources Clay shares that are available to our listeners that you don’t want to miss. It’s time to confidently market and sell your...
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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
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