Moving Away From Data Entry w/ Moshe Teitlebaum
Building the Premier Accounting Firm
Release Date: 01/26/2022
From Rocket Science to Financial Frontiers: Ben Risser’s Journey as a Visionary CFO
Building the Premier Accounting Firm
Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht, the podcast for owners of accounting businesses and accounting professionals. Today, Ben Risser, the visionary behind Provident Financial Services, joins Roger to share his unique path from aerospace engineering to becoming a highly sought-after fractional CFO. Here are the main themes from the episode. The Multifaceted Role of a CFO: Ben sheds light on the critical importance of CFOs in working alongside business owners. He emphasizes the role of CFOs in ensuring financial clarity, fostering...
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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.
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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...
info_outlineAccounting & bookkeeping is made up of processes and systems, prime to be automated. But what and how is the million-dollar question. Well, this is a conversation with someone committed to using technology and Artificial Intelligence (AI) to do just that.
This is a conversation with the founder of such a company.
Listen in as Roger has Moshe share his story and give some insights into the process of leveraging technology to help the accounting profession.
Automation and accuracy are our friends! It removes the pain points in the work we do to prepare the financial reports for our clients.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Moshe Teitelbaum
Moshe Teitelbaum is a serial entrepreneur; the voice of Israel called him ‘The Jewish Steve Jobs.’
He is obsessed with redesigning antiquated, broken systems. After selling his previous company that changed the world of telecom, he decided to take on the archaic world of bookkeeping and money management.
Shtar interconnects accounting applications and bank platforms, upending the archaic and cumbersome world of business payments and invoices by eliminating manual processes. Tomorrow, SHTAR’s comprehensive network will use predictive software that will make human-driven accounting as we know it a relic of the past.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Register and attend the event helping accounting professionals have the premier accounting firm in their area. GrowCon is the yearly conference for the owner of an accounting business, accountrepreneurs, to help them focus on the 3 key areas of their business:
- Marketing & Sales – getting more clients
- Accounting – offering quality services
- Production – working efficiently and profitably
Be sure to also consider attending PreCon and receive some R&R before the conference. We look forward to seeing you there.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.
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