It Started Just Helping A Friend w/ April Pinheiro
Building the Premier Accounting Firm
Release Date: 12/08/2021
This Week on BPAF : Ben Risser
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses fractional CFO services with Ben Risser.
info_outline
Rewind : Growing Your Accounting Firm: Insights from Entrepreneur Natalia Zacharin
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2023! In this episode, host Roger Knecht sits down with return guest Natalia Zacharin to discuss her journey to becoming an accountant and entrepreneur, and the secrets to her business's impressive growth. Natalia talks about acquiring an accounting firm, how she went about valuing its assets, the lessons she learned throughout the process, and what she would do differently if given the chance. She shares insights on running a successful business, including the pitfalls to watch out for and the attributes that contribute to her success. But the...
info_outline
The Blueprint for Successful Mergers and Strategic Exits w/ Craig Primo
Building the Premier Accounting Firm
Welcome to Building the Premier Accounting Firm with Roger Knecht. In this episode, Roger explores the multifaceted world of mergers and acquisitions with Craig Primo. Craig’s story of transition from corporate roles to entrepreneurship, drawing on his personal experiences and the lessons learned along the way. Here are the key themes and insights from their conversation: From Corporate to Entrepreneurship: How Craig Got His Start: Craig shares his journey of founding a broker/dealer after being laid off during the Great Recession, underscoring the resilience and determination needed to...
info_outline
This Week on BPAF : Craig Primo
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses successful mergers and strategic exits with Craig Primo.
info_outline
Rewind : Positioning Your Accounting Firm for Success With a Winning Marketing Strategy w/ Matthew Banker
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2023! In this episode of ‘Building the Premier Accounting Firm’, Roger sits down with entrepreneur and marketing strategist, Matthew Banker, to discuss all things related to digital marketing for accounting firms. Matthew breaks down the digital marketing system and what it means for your accounting firm. He shares insights on the biggest mistakes accountants make with their websites and best practices and must-haves for any successful accounting website. But the conversation doesn't stop there! Matthew and Roger dive into the topic of...
info_outline
How to Revolutionize Wellness in Accounting w/ Amy Vetter
Building the Premier Accounting Firm
In this insightful episode of Building the Premier Accounting Firm, we’re thrilled to welcome Amy Vetter, a remarkable figure who has seamlessly blended creative solutions to the forefront of the accounting industry. Amy shares her compelling journey from being an artist to becoming a Certified Public Accountant (CPA), her impactful roles at prestigious firms like KPMG, Intuit, and Xero, and how these experiences culminated in the creation of the B3 Method Institute. Main Themes: Journey from Creativity to Accounting: Amy tells Roger about her unique path to becoming a CPA, illustrating...
info_outline
This Week on BPAF : Amy Vetter
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses mindfulness with Amy Vetter.
info_outline
Rewind : Prioritizing Profit: Rocky Lalvani's Unique Accounting Formula for Business Success
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2023! Get ready to take your accounting firm to new heights with the 'Building the Premier Accounting Firm' podcast! In this episode, your host Roger Knecht sits down with Rocky Lalvani, entrepreneur and profitability advisor, to discuss all things related to fractional CFO and advisory services. Rocky shares his unique definition of fractional CFO and advisory services, as well as what led him to offer these services in the first place. He dives into his 'Profit First' philosophy, explaining how it complements his CFO and advisory services....
info_outline
From Numbers to Narratives: Effective Communication for Elevated Accounting w/ Brenden Kumarasamy
Building the Premier Accounting Firm
In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Brenden Kumarasamy, the mind behind MasterTalk, to delve into a critical yet often overlooked aspect of the accounting profession: the power of communication. Brendan, transitioning from an accounting background to a communication coaching expert, brings unique insights into why and how accountants should refine their communication skills to drive business success. Main Themes: The Importance of Clear Communication: Brenden underscores the essential role of clear and effective communication in...
info_outline
This Week on BPAF : Brenden Kumarasamy
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses effective communication with Brenden Kumarasamy.
info_outlineAre you listening to your inner voice?
Learn what she has done with confidence to define her offer is such a way that it is clear and concise what the client is receiving and can expect when working with her. It’s her confidence that brings clarity to her messaging. In the end, she provides her clients peace of mind when it comes to the financials associated with their business.
Listen to this uplifting discussion that Roger and April have.
April shares work / life balance insights as well as marketing tips to help grow the business.
Enjoy 😊
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: April Pinheiro
My name is April Pinheiro. I’m a work-from-home mom of two adorable children Grey and Grace. I have a deep faith in God, which lead me to becoming a bookkeeper. I started in the bookkeeping industry as a night auditor for hotels. Basically, every night I would balance the daily books for the hotel. I did this for about ten years. I took some time off to have my son and daughter, and then in 2019 God lead me to my first client. I officially opened my business in 2020 and have been working exclusively with trades businesses since. We recently became Pure Bookkeeping Certified and now happily tote “Audit Proof Bookkeeping for the Trades”.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
There is a Turnkey Business Plan for accounting professionals to have the premier accounting firm in their area. Learn the 4 things you need to know to start and build your business with confidence. From marketing to sales, pricing and client retention you don’t want to skip this business building course that you can access for FREE.
With that in place, “nothing happens until you have a sale”! From marketing to sales there is a place to start and then a way to nurture your contacts to become paying clients. Leverage your online presence and automate the system to get you the clients you deserve. Attend this powerful and educational webinar to get you the tax and accounting clients you want. Register NOW and get ready to take some good notes.
Lastly, your success is based on your ability to do the work efficiently and profitably. See what you can do to leverage technology using a proven tech stack for accounting professionals. It’s the Virtual Bookkeepers Roadmap.
April also shared how she is using Pure Bookkeeping to manage her business. See what that involves and consider it for your 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