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Let’s Get More Referrals w/ Stacey Brown Randall

Building the Premier Accounting Firm

Release Date: 12/01/2021

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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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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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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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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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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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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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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Stacey and Roger have a great discussion to remove some of the fog surrounding marketing and sales efforts to grow your business and get the clients you deserve.  As accountants we can track out efforts, the Return On Investment (ROI) based on time and money, so what should we be doing?

From prospecting efforts to referrals, this is a thought-provoking discussion that you don’t want to miss.

Listen and find the holes that may exist in your marketing and sales process so you can plug those holes and get the clients you deserve.

It’s time to leverage the power that comes with a referral.  Get better qualified introductions and more of them applying these principles that Stacey shares.  These are actionable things that we can do today and build into our business sales process.

You’re going to love this.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Stacey Brown Randall

Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Grow Your Business podcast and national speaker.

She has had the privilege of helping well-known corporations and franchises, but her focus is on small business owners, solopreneurs and sales professionals.

Stacey’s programs are uniquely tailored to help you take control of your referrals, your client experience and crush your goals.

Stacey has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, CEO World, Fox News and more.

She received her Master’s in Organizational Communication and is married with three kids.

Sponsors:

Universal Accounting Center

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

 

Offers:

Take advantage of Stacey’s FREE, 9 Question Referral Ninja Quiz – www.staceybrownrandall.com/quiz or www.referralquiz.com

  • See how you can climb the 3 levels to become a master level referral generator

 

As you work hard to get the contacts, prospects and referrals learn what you can do to leverage a tech stack to manage them.  There are proven processes you can follow to nurture your leads to become you new clients.  This is a webinar you don’t want to miss.  REGISTER NOW and see how you can automate the steps to build your business with the accounting and tax clients you deserve.

 

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