Bringing Passion to Client Relations w/ Bobby Martin
Building the Premier Accounting Firm
Release Date: 12/29/2021
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...
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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...
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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.
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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...
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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...
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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.
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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....
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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...
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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.
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Rewind : Unlocking Your Business’ Potential with Brand Messaging & Brand Clarity w/ Jeffrey Shaw
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2023! This week on the Building the Premier Accounting Firm podcast, Roger Knecht interviews entrepreneur, author and Key-note speaker Jeffrey Shaw. Jeffrey shares valuable insights on what it takes to make the mental shift to become an entrepreneur. He breaks down the lifestyle elements of the self-employed and entrepreneurs and dispels the common misconception that entrepreneurs have no boundaries between their personal and business lives. He also delves into branding, as he provides expert advice on the role entrepreneurs play in shaping...
info_outlineIt all starts with a genuine curiosity for business in general. From that we are able to then use industry research to have the edge in business advisory services.
You’ve heard it before, information is power, in fact it is the path to asking the right questions.
Elevating your accounting services to also include part-time CFO & advisor for your accounting clients is that next level you are looking for to get paid what you are worth.
Are you ready to benchmark industries with confidence? It starts when you are ready to put the puzzle together as it relates to your client’s business.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Bobby Martin
Bobby Martin is co-founder and CEO of Vertical IQ, a leading provider of Industry Intelligence that helps sales and marketing professionals better understand a prospect’s or customer’s business challenges before, during, and after sales meetings. His focus is on advising and selling to small- and medium size business owners, business leadership, and digital transformation. He is currently an active angel investor and advisor in several innovative start-ups. Through his experience of starting and selling a sales intelligence tool to Fortune 500 firm, Dun & Bradstreet, he’s learned first-hand the challenges and solutions at each stage of entrepreneurial growth which has led to his book, The Hockey Stick Principles. He is a frequent speaker on subjects such as Industry Intelligence, Sales Readiness, and Change Management.
Vertical IQ has the insights accountants and financial advisors need to provide their clients with guidance informed by the latest industry data. Your small to medium-sized business (SMB) clients look to you for sage advice on the financial drivers impacting their businesses. With Vertical IQ’s Industry Intelligence, you can offer tailored recommendations and become an invaluable asset to their business.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
- Join us for GrowCon, the event for accounting professionals to work ON their business.
Offers:
Bobby shared with us the value of asking the right questions and having access to the executive summary for each industry empowers you to be that expert as you speak with business owners. I invite you to take advantage of this opportunity to receive a FREE demo and learn how you can help your clients using this amazing tool: https://verticaliq.com/universalaccounting/
And don’t forget to access the free monthly industry updates
In addition to this incredible information, you can also use BizBench to benchmark your client’s data to their industry standards. Using this report, you’ll have the resources you need to advise your clients with confidence and competence.
Set up a time now to learn how you can use this report in your business to improve your marketing to grow the business as well as offer additional services to get you paid what you are worth as a Profit & Growth Expert. Go HERE to schedule a FREE Demo of BizBench.
Lastly, be sure to get your FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must have addition to every accountant’s library to provide to have the premier accounting business today:
- “in the BLACK, nine principles to make your business profitable” – e-book
- “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
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