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Meaningful Client Relations, H2H w/ Shane Lukas

Building the Premier Accounting Firm

Release Date: 04/13/2022

The 6 Buckets: Master Cash Flow Discussions with Business Owners w/ Mike Milan show art 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 show art 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 show art 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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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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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 show art 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 show art 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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Join us this Wednesday for a new episode where Roger discusses networking and conferences with Ingrid Edstrom  

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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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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...

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More Episodes

Let’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:

Universal Accounting Center

  • 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:

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