Yep, from Bartender to Tax & Accounting Specialist w/ Alyssa Lang
Building the Premier Accounting Firm
Release Date: 09/22/2021
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Everyone starts somewhere as the begin to offer quality accounting services. Listen in as Adam and Roger discuss the journey from starting to ultimately having a successful accounting business. Adam shares his journey and offers suggestions. Also learn about Adam’s niching into the word of cannabis working with both the growers and dispensaries as clients. It’s a whole new world that is both exciting and challenging but well worth it. Hear a few things you can do to offer quality accounting services in an exciting way. Your...
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In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Mark Herschberg, author of “The Career Toolkit,” to discuss essential skills for success, effective hiring processes, and the importance of career planning. They explore key skills like communication, negotiation, and leadership, offering actionable insights for both employers and employees in the accounting profession. Key Takeaways: 💡 Identify and assess key skills beyond technical abilities, such as communication, teamwork, and leadership, during the hiring process. 🤝 Negotiate effectively by...
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Join us this Wednesday for a new episode where Roger discusses hiring and negotiation with Mark Herschberg.
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Join us as we revisit this conversation from 2021! Femke returns to discuss with Roger the power of numbers in business. Consider the benefits that come when helping clients manage their businesses with budgets and forecasts. It’s helpful to show clients the consequences of their decisions using a proforma. They also discuss the mental and emotional elements that affect decisions being made in business. Accounting is more than being compliant. It is helping the business owner manage by the numbers to make more informed business decisions as they run their companies. Doing so the...
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In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Jeremy Van Groll about niching down into the nonprofit sector and building a thriving accounting business with a strong culture. Jeremy shares his journey from corporate accounting to entrepreneurship, highlighting the unique aspects of nonprofit accounting and the importance of aligning business values with client missions. Key Takeaways: 🔍 Niche Down: Focus on a specific industry, like nonprofits, to build expertise and speak the language of your clients. 🤝 Build a Strong Culture: Define your...
info_outlineBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses culture with Jeremy Van Groll
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Join us as we revisit this conversation from 2021! Listen to this discussion with Ken Bostrom as he shares his perspective of 30 years of teaching accounting, how it has changed and now being done. Enjoy the evolution of accounting which now includes computers and software, how things progressed from WordPerfect, Lotus123, ABC Accounting, MYOB to so much more. See how the accounting profession has changed, especially how it has been taught over the years from debits and credits to include software training, from classroom instruction to online courses and programs. It has become easier...
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this episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht, podcast publicist Christina Lenkowski explains how accounting professionals can leverage podcast guest appearances to position themselves as authorities, build trust, and grow their businesses. Learn the strategies to educate potential clients, repurpose content, and create effective calls to action for lead generation through podcasting. In This Episode: 00:05 Introduction to the Premier Accounting Firm 01:30 The Rise of Podcasting in Marketing 04:41 Building Trust Through Podcasting...
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Join us as we revisit this conversation from 2021! Jennifer works with and advises many accounting professionals as they start and build their business. Listen as she shares suggestions and best practices to help accelerate your success. There are two key elements she feels are necessary, confidence and competence. What does that mean? Understand how working with a coach can be the difference to ensure success. Some good advice, “don’t forget why you started”. Enjoy this next episode in the series to help you Build the Premier Accounting Firm. Sponsors: Helping accounting...
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In this episode of Building the Premier Accounting Firm, Dr. Bijoy John, a board-certified sleep specialist, joins Roger Knecht to discuss the vital connection between sleep and mental health for business owners. He shares actionable strategies to improve sleep quality, manage anxiety, and boost overall well-being, crucial for thriving in the demanding accounting industry. Key Takeaways: ⏰ Prioritize dedicated worry time to manage anxiety and prevent racing thoughts before bed. 📱 Establish a tech-free bedroom to optimize melatonin production and improve sleep quality. 🍽️ Adjust...
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