Yep, from Bartender to Tax & Accounting Specialist w/ Alyssa Lang
Building the Premier Accounting Firm
Release Date: 09/22/2021
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_outline
Rewind : Becoming a Progressive Accountant w/ Twyla Verhelst
Building the Premier Accounting Firm
As we work with our clients, do they see us as forward thinking? Are the meetings with us inspiring and engaging to help them use the accounting information they are receiving to make well informed business decisions? Are we leveraging technology to provide our clients the cutting edge services that will help us stand out as the premier accounting service?
info_outline
Accidental CFO? How Charles Leikauf Escaped the Corporate World
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Charles Leikauf, known as the accidental fractional CFO, about transitioning from corporate finance to helping accounting firms offer CFO services. They discuss key strategies for marketing, pricing, and delivering high-value CFO services, plus how to avoid scope creep and build client relationships. Key Takeaways: 👂 Listen to your spouse: Their insights can lead to unexpected opportunities. 💼 Clearly define your CFO services: Focus on cash flow, capital, and business model improvements. 🚫...
info_outline
This Week on BPAF : Charles Leikauf
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses fractional CFO with Charles Leikauf.
info_outline
Rewind : Are We Really Helping Our Clients? w/ Geraldine Carter
Building the Premier Accounting Firm
Roger and Geraldine each have a similar belief when it comes to working with accounting clients.
info_outline
Marketing vs. Sales: Where Accountants Go Wrong w/ Kenny Harper
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, Kenny Harper of Growth Amplifiers joins Roger Knecht to discuss the nuances of marketing and sales, emphasizing the importance of niching, understanding the customer journey, and sharing value to attract and retain ideal clients for accounting, bookkeeping, and tax businesses. Kenny shares actionable strategies to amplify your firm’s reach and impact. Key Takeaways: Understand the distinction between marketing (attracting ideal clients) and sales (helping clients achieve their goals). Share the full range of your services with...
info_outline
This Week on BPAF : Kenny Harper
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses marketing and sales with Kenny Harper
info_outline
Rewind : Life Changing Moments That Make Us Pivot w/ Veronica Sagastume
Building the Premier Accounting Firm
For some starting an accounting business is out of necessity. Perhaps it is unexpected or even wanted but when life happens we sometimes need to make the most of the situation. With that in mind listen as Veronica shares her story and how she can look back with gratitude.
info_outline
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,...
info_outline
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
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