Rewind : R&D Tax Credits for Clients w/ Adam Farnsworth
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Do you know the 4-part questions to use to determine if someone qualifies for the R&D tax credit? This conversation with Adam and Roger is going to be enlightening both personally and professionally. I’m sure you’ll get some great notes from this. Also, how many of this have said to our spouse “Heh Hon, I’m going to start a business, “trust me I have a plan”, there’s this opportunity and I know what I’m doing? As accounting professionals, it makes sense we’d create the business plan & proforma. But what...
info_outline
5 Steps to Building Client Trust in Accounting w/ Shady Abboud
Building the Premier Accounting Firm
Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center. Today, Roger sits down with Shady Abboud, to discuss his unique path into accounting, blending entrepreneurial experience with finance expertise. Shady highlights the distinction between bookkeeping and CFO advisory services, emphasizing the strategic role of a CFO in business growth and decision-making for SMBs. Learn how a niche in e-commerce can boost success. In This Episode: 00:00 Welcome Shady 01:31 Shady’s Entrepreneurial Journey to Accounting 05:36 The Strategic Accountant’s...
info_outline
This Week on BPAF : Shady Abboud
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses differences between bookkeeping and CFO adisory services with Shady Abboud.
info_outline
Rewind : From Cab Driver to Successful Tax Professional w/ Steve Moskowitz
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Do we really understand the purpose of the US tax code? Often our clients are frustrated with the laws and how it affects them individually. Can you explain to them why it is and how they can legally minimize their tax liability? Steve & Roger have an informative and fun discussion about starting a tax career, the struggles opening a tax business and the successes that followed. This is a journey you need to hear. Listen for how you can also become a professional and accessible as a tax preparer, it’s what our clients...
info_outline
Grow Your Firm to $5M: The Shift from Hustle to Leadership w/ Brad Farris
Building the Premier Accounting Firm
In the latest episode of Building the Premier Accounting Firm, host Roger Knecht and business coach Brad Farris discuss how accounting firm owners can scale their business beyond the $1-2 million mark by shifting from hustle to leadership. They explore overcoming workaholism, delegating effectively, and finding fulfillment outside daily operations to build a premier accounting firm. In This Episode: 00:00 Welcome Brad Farris, Expert on Scaling 02:04 Building Trust with Clients 03:02 From Hustle to Leadership 05:12 The High of Spinning Plates 08:02 Identity Shift: From Doer to Enabler 12:44...
info_outline
This Week on BPAF : Brad Farris
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses finding balance between work and life with Brad Farris
info_outline
Rewind : Going Beyond Bookkeeping Services w/ Shannon Beck
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! For Shannon working with clients involves more than just providing quality reports, it’s doing so much more than the client initially expects. Listen as Roger and Shannon consider what bookkeeping is today and how it can be so much more when we consider engaging with clients as their CFO, advisor and coach. Ask yourself this, what perspective do you bring to the relationship and what suggestions do you offer? Moving beyond bookkeeping, accounting to offer CFO related advisory and coaching services is a continuous and deliberate...
info_outline
Accountant to CFO: Transform Your Firm with Advisory Services w/ Rusty Fulling
Building the Premier Accounting Firm
Welcome to another episode of the Building the Premier Accounting Firm podcast. In today’s episode host Roger Knecht and his guest Rusty Fulling explore the world of CFO advisory services, moving beyond traditional accounting to help businesses achieve clarity, growth, and peace of mind. Discover how to transition into a strategic advisor role and build lasting client relationships on this episode. In This Episode: 00:00 Introduction to Rusty Fuling’s Expertise 03:08 Defining CFO & Advisory Services 07:23 Confidence in Advisory: Lessons Learned 11:14 Beyond Numbers: Making an Eternal...
info_outline
This Week on BPAF : Rusty Fulling
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger has a great conversation with Rusty Fulling.
info_outline
Rewind : Embracing Life’s Challenges w/ Lindsay Kline
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! We each have our story and Lindsay is no different. Bookkeeping at age 12, death of a spouse, starting college late and opening her bookkeeping business while in school. She has done so much and is willing to share. Lindsay and Roger discuss the experiences we have in life and what we can do to make lemonade. We all have choices to make and opportunities to embrace. Listen as they cover what clients need to receive from us as bookkeeping experts to retain them. Also pay attention to the two sales tips. You don’t...
info_outlineThis 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, what are the similarities that exist between therapy and coaching?
They’ll also discuss how we can and should go ALL IN with our company and work ON our business.
Oh, and they’ll also discuss money “mismanagement” and the hole that it can become. Just because we’re accountants doesn’t necessarily mean we are perfect, great, or even good with our own money management, or should it?
Have you at times felt like you are living with the imposter syndrome as an accountant?
Sit back and enjoy this next conversation.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Melissa Houston
Melissa Houston is the founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth.
Melissa's seen the bottom and climbed her way back up, she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses.
She has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing
their financial management skills. Your numbers are telling you a story – make sure you are listening to it.
Melissa’s passion is helping business owners go from 6-figure to 7-figure businesses and achieve their personal financial dreams. When Melissa isn’t helping entrepreneurs become better CEO’s of their business, she can be found at the cottage with her husband Jamie, two teen children, and three dogs.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide to have the premier accounting business today:
- “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
- “in the BLACK, nine principles to make your business profitable” – e-book
- Profit First – the transformative process to apply in business to make profit deliberate and intention
As was mentioned in the episode, we are and should become for our clients their strategic trusted advisor. We refer to this as becoming their Profit & Growth Expert following the processes outlined in the Universal Business Builder engagement. This is a great addition to your firm’s offer, an additional revenue stream, and a client retention service.
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