The 6 Buckets: Master Cash Flow Discussions with Business Owners w/ Mike Milan
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, Roger Knecht interviews Mike Milan, a cash flow expert, on uncovering hidden cash flow and building financial strength in businesses. Mike shares insights from his Clear Path to Cash framework, emphasizing communication and practical implementation strategies for accounting professionals. Key Takeaways: 🗣️ Improve communication by translating financial jargon into understandable terms for clients. 🔍 Identify hidden cash flow using techniques like the “Cash Leak Map” to demonstrate value. 🚀 Offer advisory services as...
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This Week on BPAF : Mike Milan
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses uncovering hidden cash flow with Mike Milan
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Rewind : Being Safe & Vulnerable w/ Robyn Mons
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Have you ever asked yourself the question, “am I enough” or “am I deserving”? These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don’t need to persist. Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses. Learn what you can do to be in business for yourself but not by yourself. There is no need to experience this journey alone and feel as if you are re-inventing the process when...
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Accounting Firm HR: Stop Pushing Paper, Prioritize People w/ Rhamy Alejeal
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht and Rhamy Alejeal, founder of People Processes, discuss the importance of HR in accounting firms, addressing risk mitigation, employee productivity, and strategies for remote teams. Learn how to prioritize people to build a successful accounting, bookkeeping, and tax business in this insightful interview with one of the leading minds in the world of Human Resources. Key Takeaways: 🔎 Evaluate HR needs by considering risk mitigation and return on labor. 🏢 Formalize performance management and onboarding...
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This Week on BPAF : Rhamy Alejeal
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses how to scale and grow with Rhamy Alejeal.
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Rewind : Bringing Passion To The Accounting Profession w/ Cindy Jorgensen
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Take the time to listen as Cindy and Roger discuss the opportunities individuals have as they build their premier accounting firm in their area. Cindy brings a fresh new look to the approach of deciding next steps. She has a contagious personality that is both inspiring and uplifting. With Cindy it is time to think big, to dream big with considering what we can each do to realize our potential. Here what Cindy has to share to shortcut your path to success. Your Host: , president of Our Guest: Cindy Jorgensen Cindy Jorgensen is a...
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Values Over Profit? The Accounting Paradox w/ Ingrid Edstrom
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, Ingrid Edstrom, Chief Empowerment Officer at Priestess of Profits, shares her journey into accounting, emphasizing the importance of relationships, values, and authentic marketing in building a successful and fulfilling accounting practice. Discover how to move beyond transactional client interactions and create reciprocal, value-driven relationships in Roger Knecht’s interview with Ingrid. Key Takeaways: ✅ Prioritize relationships over transactions to foster client loyalty and deeper engagement. 🌟 Define and embody your core...
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This Week on BPAF : Ingrid Edstrom
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses networking and conferences with Ingrid Edstrom
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Rewind : Embracing the Next Step w/ Adam Syvock
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Everyone starts somewhere as the begin to offer quality accounting services. Listen in as Adam and Roger discuss the journey from starting to ultimately having a successful accounting business. Adam shares his journey and offers suggestions. Also learn about Adam’s niching into the word of cannabis working with both the growers and dispensaries as clients. It’s a whole new world that is both exciting and challenging but well worth it. Hear a few things you can do to offer quality accounting services in an exciting way. Your...
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3 Interview Hacks to Hire Accounting All-Stars w/ Mark Herschberg
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Mark Herschberg, author of “The Career Toolkit,” to discuss essential skills for success, effective hiring processes, and the importance of career planning. They explore key skills like communication, negotiation, and leadership, offering actionable insights for both employers and employees in the accounting profession. Key Takeaways: 💡 Identify and assess key skills beyond technical abilities, such as communication, teamwork, and leadership, during the hiring process. 🤝 Negotiate effectively by...
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