Yep, from Bartender to Tax & Accounting Specialist w/ Alyssa Lang
Building the Premier Accounting Firm
Release Date: 09/22/2021
Marketing with Charisma w/ Gaynor Meilke
Building the Premier Accounting Firm
In this enlightening episode of Building the Premier Accounting Firm Roger Knecht interviews Gaynor Meilke, a seasoned business strategist and certified transformational coach. As the owner of Charisma Ink, Meilke shares her journey from corporate marketing to becoming a vital resource for growth in the tax and accounting sectors. Key Themes: Journey to Success: Gaynor Meilke discusses her professional path, highlighting her B2B marketing experience and her mission to support accounting and tax professionals in business growth. Mindset and Operational Challenges: Meilke underscores the...
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Rewind : Marketing with Purpose, Working Broadly with Adrian Dayton
Building the Premier Accounting Firm
We’ve all heard it before; the money is in the niches. Target an industry and specialize in the services you offer. But what does that mean and how to start. Adrian and Roger discuss how to lead with your expertise and strength and then expand on everything else you do.
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Culture Counts: Rick Watson on Building a Premier Accounting Firm with Purpose and Trust
Building the Premier Accounting Firm
In this insightful episode of Building the Premier Accounting Firm, host Roger sits down with Rick Watson, who shares his transformative journey from humble beginnings to managing substantial assets. Rick dives into the challenges he faced, particularly the high attrition rates in the insurance industry, and emphasizes the critical factors for entrepreneurial success: hard work, branding, and referrals, as outlined in his book “A Firm Worth Building.” Key Highlights: Entrepreneurial Sacrifices and Success: Roger and Rick discuss the importance of hard work and perseverance in...
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This Week on BPAF : Rick Watson
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses taking your business to the moon with Rick Watson.
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Rewind : The Evolution Of Accounting and How It Applies To The Services We Offer Today with Andy North
Building the Premier Accounting Firm
Beyond seeing the numbers, understanding the trends, etc. the hard part is asking the business owner the right questions that lead to a discussion related to what they can and need to do next. Listen as Andy and Roger discuss how best to move into a consultative relationship and price your services.
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How to Craft Standout Marketing for an Accounting Firm in 2024 w/ Daniel Den
Building the Premier Accounting Firm
Welcome to another insightful episode of Building the Premier Accounting Firm with host Roger Knecht. Today Roger delves into strategies for differentiation and market leadership tailored for bookkeeping, accounting, and tax business owners with marketing expert Daniel Den. Daniel shares transformative insights on how to thrive in the competitive landscape of 2024 and beyond. Key Discussion Points: X Factor Methodology: Daniel explains how his powerful approach has helped over 20,000 clients distinguish themselves in their markets. He recounts his journey from running a party business to...
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Rewind : Moving Beyond The Work To Become Relevant To Our Clients w/ David Cristello
Building the Premier Accounting Firm
Roger and David discuss both the why’s and how’s to become more efficient, therefore more profitable, so we can spend more time providing additional value to our clients to help them run their business. Listen in to this great conversation and be prepared to take some notes.
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The CEO’s Journey: Navigating Leadership and Growth in Accounting Firms w/ Scott Ritzheimer
Building the Premier Accounting Firm
In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht and guest Scott Ritzheimer explore the journey to achieving predictable success and sustaining growth in accounting firms. The conversation delves into the pivotal role of leadership, employee satisfaction, and stakeholder contentment in driving organizational performance. Key Highlights: Scott’s Journey: Scott shares his transition from ministry training to the accounting world, recounting how he revitalized a failing business by shifting from task execution to effective management, leading to significant...
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This Week on BPAF : Scott Ritzheimer
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses the 7 stages and challenges founders face with Scott Ritzheimer.
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Rewind : Building Systems and Processes Within Your Accounting Business w/ Michael Palmer
Building the Premier Accounting Firm
There is value having a business coach help you work ON your accounting business. Bookkeeping is an essential part of a successful business so let’s get excited within the profession to make a difference in business.
info_outlineAlyssa and Roger discuss the unforeseen challenges and the corresponding solutions to address each. From workflow, systems to client relations and everything in between.
Consider this, finding someone to be front facing and interacting with clients in a way that meets our expectations and standards can be a hard, but they do exist. We can build a business that thrives without us working within it doing the day-to-day tasks.
Sit back and enjoy the conversation in this next episode of “Building the Premier Accounting Firm”.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Alyssa Lang
Alyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes. As a result, they can run their practices on autopilot, stress less and save time!
After being in the accounting world for five years, Alyssa struggled with streamlining her practice. She felt frustrated and nervous and couldn’t sleep at night not knowing where her client work would come from. She was overwhelmed by all the daily tasks, lost track of work and just couldn’t keep up.
Alyssa hit a wall and decided to make a change, so she started to automate her practice by creating workflows, systems, and processes. She was then able to run her practice and take on more clients, scale and provide excellent service in the process! These days Alyssa’s a full-time educator. She’s also an Asana Certified Pro and her courses and resources have helped hundreds of bookkeepers and accountants worldwide!
Fun fact: Alyssa’s a certified skydiver and is obsessed with great white sharks + is mildly OBSESSED with Deadpool!
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Click HERE to register for the Breakthrough for Bookkeepers & Accountants group coaching program that will begin its first cohort on November 1, 2021. This program is meant to help bookkeepers and accountants to scale bigger, hire better and breakthrough to the next level. We will be providing weekly coaching calls with myself and my team, there will be a program included, homework reviews, detailed assets to use to build next level systems and operations for their firm. The intention of this program is to help gear them to creating a firm that can run without them.
Also learn more about the tech stack you should be using to effectively market your business to get the clients you deserve. Attend this information packed webinar which is the Turn-Key System to get tax and accounting clients. In it you will learn how to leverage your online presence to get new clients. There is a Turnkey Business Plan for accounting professionals to help you run a success Virtual Bookkeeping business.
For Additional FREE Resources for accounting professionals check out this collection HERE!
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