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It Started Just Helping A Friend w/ April Pinheiro

Building the Premier Accounting Firm

Release Date: 12/08/2021

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
Hear how April started her journey into business and how it was influenced by her faith in God which ultimately blessed her life in unexpected ways. Each of us have unique stories to share and April’s is amazing and faith promoting.

Are 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:

Universal Accounting Center

  • 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