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Quantifying the Client Experience, the 5 Star Rating w/ Tyler Small

Building the Premier Accounting Firm

Release Date: 11/10/2021

Pricing with Confidence w/  Melanie Power & Andrew Robinson show art Pricing with Confidence w/ Melanie Power & Andrew Robinson

Building the Premier Accounting Firm

In this week’s episode, Roger Knecht speaks to  Melanie Power and Andrew Robinson, founders of the global movement for bookkeeper revolution. Melanie is well known for her role at Xero as the head of bookkeeping and growing her own practice to 120 clients in a year. Andrew is a chartered accountant who has transitioned his own mid tier accounting firm from compliance to advisory work tripling his revenue with one third of the clients. He is designing systems that help businesses track their records so they can normalize the tax they pay. In their conversation, Melanie and Andrew share...

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Advisory Services w/ Joe Woodard show art Advisory Services w/ Joe Woodard

Building the Premier Accounting Firm

Roger and Joe discuss things  you can do in business to make sure you are going  beyond just providing financial reports but literally stepping into your clients world and helping them do things that can ultimately help them with succession planning.    Learn about the six disciplines of advisory from this conversation Financial advisory Technology advisor Operational advisor Knowledge advisor In this episode, you will learn about data information knowledge and wisdom and that road that you play as you help your clients. Joe also speaks on the importance of attending...

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Becoming Creditable w/ Mitchell Levy show art Becoming Creditable w/ Mitchell Levy

Building the Premier Accounting Firm

Roger is happy to bring Mitchell Levy back to the podcast for another timely discussion.  They cover a variety of topics beginning with a subject we each need to consider both personally and professionally, the need to bring creditability to the relationships we have. After hundreds of discussions with successful and influential business leaders, Mitchell shares some of his observations and insights including the need for us all to be timely, and punctual.  Time is a precious commodity so we all can do a better job respecting our time. Roger and Mitchel also discuss the importance of...

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Working Remotely with Confidence w/ Hossein Dadkhah show art Working Remotely with Confidence w/ Hossein Dadkhah

Building the Premier Accounting Firm

This is easily something we should discuss more often and it’s time we do it now.  Listen in as Roger and Hossein discuss the benefits afforded the accounting profession when using technology along with the areas of concern we don’t want to forget. They address both the why and how we should be securing our client data.  Of course we try to use technology to work efficiently but we also should consider a multilayered approach to security.  In fact, Hossein shares with us the 3-step approach: protection, detection, response He then points out which and where should you be...

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Profit, Then What? w/ Manos Cito show art Profit, Then What? w/ Manos Cito

Building the Premier Accounting Firm

As accounting professionals, we are fortunate to see the success of our clients.  They individually see their wealth increase but what can we do to help them manage that success.  Now that the business owner is profitable what should they be doing with those monies? Listen in as Manos and Roger discuss various options that we can introduce to help them legally limit their tax liabilities, plan for tomorrow, and invest in the business, themselves as well as their key employees. This is the side of business success we need to be more familiar with and be prepared to point them in the...

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Effective Online Marketing w/ Nate Hagerty show art Effective Online Marketing w/ Nate Hagerty

Building the Premier Accounting Firm

“Nothing happens until you make a sale” or get a client.  Regardless of how good we are at the services we offer, without paying clients it doesn’t matter. Listen in to this great conversation that Nate and Roger have to address issues and strategies surrounding online marketing to get the leads you need and how to then nurture them to become paying clients. Tax Marketing sounds great but too often we fail to get it done.  Regardless it is essential to grow the business.  So, let’s first accept that we all experience a lack follow-through They will also discuss client...

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This Week on BPAF : Nate Hagerty show art This Week on BPAF : Nate Hagerty

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses online marketing with Nate Hagerty.

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Meaningful Client Relations, H2H w/ Shane Lukas show art Meaningful Client Relations, H2H w/ Shane Lukas

Building the Premier Accounting Firm

Let’s take a moment and discuss FEAR.  We can define it but more importantly concur it with preparation.  “If ye are prepared ye shall not fear.” D&C 38:30 But how does this apply to an accounting business, you’ll understand, just listen in as Roger and Shane discuss it and the 4 things every accountant should address when running the business. They will also cover things such as: Why “purpose” matters. What difference are we really making? Our Impact / Your Impact – the little bits and pieces that make a difference Next Roger and Shane discuss the power of adding...

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Balancing Mental Health & Accountability w/ Ted Paulsen show art Balancing Mental Health & Accountability w/ Ted Paulsen

Building the Premier Accounting Firm

It’s time we talk about us individually, as business owners, entrepreneurs, but also the personal side that we also need to acknowledge as we run the business and work with others. Roger and Ted have an in-depth conversation that covers a variety of topics we all need to consider.  For example, as business owners, an Accountrepreneur, are we coping well with the related stresses?  What self-talk are we having on a daily basis?  What is our relationship with our ego?  Are we open to those around you that are ready to help? When interacting with our peers, our employees do...

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Your Money Mindset w/ Melissa Houston show art Your Money Mindset w/ Melissa Houston

Building the Premier Accounting Firm

This is a conversation that everyone will be able to relate to.  Roger and Melissa keep it professional but will also make this personal.  We each have destructive stigmas that we deal with that hold us back, especially when it comes to money.  In fact, everyone has a unique money story. As accounting professionals are we inspiring and empowering our clients to be financially successful? It’s not enough that we provide, we also need to be willing to teach business owners, CEO’s their numbers in business so they can create more profit in their business. Ask yourself this,...

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More Episodes
Beyond the work we do and the accounting reports we create we need to find out and understand how useful the information is to our clients.  Think about it.  What are they really paying us for?  In fact, what are we doing to generate for them a 5 Star Experience?

Roger and Tyler have an interesting discussion that we each should consider as we remember what our relationships are and should be with our clients

Listen and learn the 3-step process to improve client appreciation and retention.  You’ll want to be ready to take some good notes.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Tyler Small

Tyler has created learning experiences for over 100,000 people, published 2 books, hosted over 50 podcast episodes, and has coached hundreds of leaders. He specializes in coaching "numbers people" to build better business relationships. He is the founder and CEO of “The 5-Star Approach”. The mission of “The 5-Star Approach” is to catalyze one million 5-Star Relationships.

Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

Reach out to work on your personal and professional relationships, Tyler is offering a complimentary 15-minute consultation that you don’t want to miss. You can sign up by visiting www.5StarApproach.com today!

 

Leverage your marketing efforts using technology to get the clients you deserve. This is a webinar you don’t want to miss. From marketing to sales there is a turnkey process you can use to improve your tax, bookkeeping and accounting client acquisition to get you the work you need and get paid what you are worth. Register and Attend NOW!

 

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