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...
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From Panic to Empowerment: Revolutionizing HR for the Heart-Centered Workplace w/ Candice Elliott
Building the Premier Accounting Firm
Welcome to the Building the Premier Accounting Firm podcast, where host Roger Knecht dives deep into cutting edge strategies for owners of accounting businesses. In this episode, our esteemed guest Candice Elliott, a seasoned Fractional CHRO and an HR mentor, shares her personal journey and the valuable lessons learned from her career in the field, including personal struggles with work-related stress and panic attacks. Here’s what we cover: Candice’s Personal Journey: Hear about how Candice’s experiences with workplace stress led her to found a company dedicated to improving HR...
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This Week on BPAF : Candice Elliott
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses revolutionizing HR for the heart-centered workplace with Candice Elliott.
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Rewind : Partners for Better or Worse: Why Picking Your Partner is the Most Important Step in a Partnership Business w/ Russ Anderson CPA and Russ Bradshaw CPA
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2023! Join host Roger Knecht in this episode of "Building the Premier Accounting Firm" as he interviews Russ Anderson CPA and Russ Bradshaw CPA, partners at Anderson Bradshaw CPA firm. Discover their accounting origin stories and why they decided to start their own business. The duo shares valuable insights into forming a partnership and what it means to be a partner at a firm versus an employee. They delve into the intricacies of a partnership business and the role each partner plays, as well as how they formed their operational agreement...
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Balancing the Books of Life: John Briggs’ Journey to a Modern Accounting Oasis
Building the Premier Accounting Firm
Welcome to the Building the Premier Accounting Firm podcast with Universal Accounting Center President Roger Knecht. In this episode, we’re thrilled to welcome John Briggs of Incite Tax. Join Roger and John as they explore the innovative strategies that have shaped John’s successful accounting firm and strategies he’s developed to maintain a more full work/life balance. Here’s what we dive into: From Struggles to Success: John walks us through his personal challenges with financial hardship and job dissatisfaction before taking the entrepreneurial leap. Learn about the supportive...
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