Meaningful Client Relations, H2H w/ Shane Lukas
Building the Premier Accounting Firm
Release Date: 04/13/2022
Improving the Client’s Quality of Life w/ Steve Pipe
Building the Premier Accounting Firm
In this episode, Roger and Best-Selling author and former UK Entrepreneur of the Year, Steve Pipe, discuss the importance and role that accountants and wealth managers play in creating a good quality of life for their clients. Steve shares his personal story of how he helped his dad, a printer who felt overwhelmed by the shift in technology in the industry, retire early by creating a personal balance sheet for him. They also discuss why as an accountant you should always give one-page summaries to your clients and much more Your Host: , president of Guest Name: Steve Pipe...
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The Science of Effective Communication w/ John Bates
Building the Premier Accounting Firm
In our latest podcast this week, Roger Knecht speaks with Leadership Communications Expert, John Bates on the power and the science of effective communication. You will learn how you can inspire others through the way you communicate and how learning to communicate effectively can lead to personal growth and development and make you a better leader. If you’re a public speaker, you’ll also learn what it takes to deliver a world class TED talk and how to make an emotional connection with your audience. ‘Communicating with human beings is not logical but biological.’ - John Bates...
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Leveraging Your LinkedIn Profile w/ Donna Serdula
Building the Premier Accounting Firm
Are you leveraging your online presence to get the clients you deserve? In this week’s episode, Roger Knecht speaks to Donna Serdula on how to leverage your LinkedIn profile, LinkedIn best practices, how to brand your LinkedIn so that you are seen by your target audience, how to build and leverage your LinkedIn connections and much more. Listen in and learn why your LinkedIn is so important to your end goal as a professional or as a business, and how to set up your profile the right way. Get ready to take some great notes, in fact, have your Linkedin profile up and ready to work on as...
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21-Second-Habits w/ Blaine Oelkers
Building the Premier Accounting Firm
In this week’s episode, Roger Knecht speaks to Blaine Oelkers on 21-second-habits. In the conversation, Blaine gives tips on how you can create habits that bring success and results instantly and stick with them for a lifetime. Learn ways of how to personally implement and get the right stuff done. Get insights on the power of the mind. What you find in the mind is very important, hence one should be careful not to fill it with negative thoughts. Your Host: , president of Guest Name: Blaine Oelkers Blaine Oelkers is America’s only Chief Results Officer and a...
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Understanding Cash Flow w/ Michael Jones
Building the Premier Accounting Firm
In this week’s episode, Roger Knecht speaks to Michael Jones on cash flow, providing great quality products or services and building a relationship with your clients or customers. Michael gives tips on how to come up with policies in the business to help come up with solutions or reforms for the issues encountered in business while handling clients. Michael also talks about mental health awaressness while running businesses. He offers tips on how to deal with such a situation. He addresses the need to be able to be, if nothing else, more sensitive and aware and be willing to talk about...
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Grow your Business Using WTS Method w/ Josh Fonger
Building the Premier Accounting Firm
In this week’s episode, Roger Knecht speaks to Josh Fonger on some insights regarding coaching from a practical level. Josh points out the benefit of hiring people to do some of the work they are experienced in so you as the business owner can focus on more revenue producing things or what you enjoy doing. This helps grow a company and through systems liberate ourselves from the day-to-day operations of the company and at the end of the day, the business becomes self-sustaining. Josh also speaks on time management urging us to recognize certain times of the day when we are...
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The 5 Secret Fears of Failing in Business w/ Illens Dort
Building the Premier Accounting Firm
In this week’s episode, Roger Knecht and Iilens Dort discuss how business is about people, helping people, improving people and making people better. They point out how people are resources in business that need to be leveraged and inspire them to be great leaders. Individuals are a great asset in our business and lives hence why it is important to be good to people. Dort speaks of the need to give back to society so as to take the blessings we’ve received and help those that are not able, this could in turn be something positive down the road. He also...
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Using Technology for Business w/ Chris Paolucci
Building the Premier Accounting Firm
In this week’s episode, Roger Knecht speaks to Chris on using technology to improve your business. Technology can be overwhelming for some individuals but getting to understand the best timing to implement it in the business and using the right one makes a great difference. Chris explains the different software applications that you can adopt to efficiently do your work and be that hero who brings solutions to their clients. Your Host: , president of Our Guest: Chris is the alliance manager in the mid market space for . He has been working in the financial technical space for...
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Pricing with Confidence w/ Melanie Power & Andrew Robinson
Building the Premier Accounting Firm
In this week’s episode, Roger Knecht speaks to Melanie Power and Andrew Robinson, founders of the global movement for bookkeeper revolution. Melanie is well known for her role at Xero as the head of bookkeeping and growing her own practice to 120 clients in a year. Andrew is a chartered accountant who has transitioned his own mid tier accounting firm from compliance to advisory work tripling his revenue with one third of the clients. He is designing systems that help businesses track their records so they can normalize the tax they pay. In their conversation, Melanie and Andrew share...
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Advisory Services w/ Joe Woodard
Building the Premier Accounting Firm
Roger and Joe discuss things you can do in business to make sure you are going beyond just providing financial reports but literally stepping into your clients world and helping them do things that can ultimately help them with succession planning. Learn about the six disciplines of advisory from this conversation Financial advisory Technology advisor Operational advisor Knowledge advisor In this episode, you will learn about data information knowledge and wisdom and that road that you play as you help your clients. Joe also speaks on the importance of attending...
info_outlineLet’s take a moment and discuss FEAR. We can define it but more importantly concur it with preparation. “If ye are prepared ye shall not fear.” D&C 38:30
But how does this apply to an accounting business, you’ll understand, just listen in as Roger and Shane discuss it and the 4 things every accountant should address when running the business.
They will also cover things such as:
- Why “purpose” matters.
- What difference are we really making?
- Our Impact / Your Impact – the little bits and pieces that make a difference
Next Roger and Shane discuss the power of adding value to the quality accounting services, offering CFO and advisory services. Bringing perspective to the discussion with the business owner. There is a process, a turnkey model to offer advisory services as an accounting professional.
Pay attention and you’ll also learn the two essential elements of effective coaching.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Shane Lukas
Shane is a business coach, Tedx speaker and strategist. His business, AVN – Inspiring Accountants provides accountants in practice the skills, training and resources to build better firms and to better serve their business clients by providing powerful business growth solutions over and above producing accounts; enabling those accountants and their clients to improve their businesses and achieve a better life as a result.
Shane has authored many international best-selling books for business owners and accountants and regularly delivers talks on leadership and business growth solutions his books include the two best-selling books for accountants:
Putting Excellence Into (your)Practice: A Proven Roadmap To A Profitable, Sustainable and Value Driven Accountancy Business and What’s Next For Accountants: How to make the biggest threat facing the profession your biggest opportunity.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
As part of this episode Shane offered two great additions to your library:
- Get your FREE copy of the following e-books
You’ll also want to get this must-have addition to every accountant’s library to provide to have the premier accounting business today:
Learn more about how you also can give back and make an impact through B1G1
You’ll also want to see how you can become a Profit & Growth Expert for your clients. Learn how to market, sell, price, offer and fulfill quality CFO advisory and coaching services.
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.
Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback
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