Working Remotely with Confidence w/ Hossein Dadkhah
Building the Premier Accounting Firm
Release Date: 05/04/2022
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting firm, host Roger Knecht discusses building a premier accounting firm with guest Lahari Neelapareddy, founder of Tax Hero and LN Accounting Advisors. They cover Lahari’s journey from public accounting to specializing in e-commerce and consumer packaged goods, emphasizing the value of niche marketing and advisory services over traditional compliance work. Lahari shares insights on sustainable growth, avoiding burnout, and the importance of continuous learning for accounting professionals. In This Episode: 00:00 Introduction and Guest Spotlight...
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Join us this Wednesday for a new episode where Roger discusses starting businesses with Lahari Neelapareddy
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Welcome to another episode of the Building the Premier Accounting Firm podcast. Today Roger Knecht and Steve Selengut discuss the core differences between finance and accounting, and how to build income independence. Learn about the four key financial risk minimizers and the importance of an abundance mindset in investing to achieve financial freedom from Roger and Steve. In This Episode: 00:00 Introduction to the Show and Guest 01:20 Finance vs. Accounting and Diversification 04:49 Path to Income Independence 07:25 Defining Income Independence and Mindset 09:05 Scarcity vs. Abundance Mindset...
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Join us this Wednesday for a new episode where Roger discusses getting more money out of your business with Steve Selengut.
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Join us as we revisit this conversation from 2021! Let’s do the math, identify the opportunity, and determine the how best to complement the accounting services offered to profitably meet the demand. When working with small business owners it’s often assumed that payroll will be included as part of the accounting services provided, so what is your answer or solution? Often, cash flow management and payroll are the two most common challenges faced by business owners. Are you prepared to meet that demand to grow your business and get the clients you deserve? Let’s talk about a tech...
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In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Shauna Wekherlien, known as the Tax Goddess, a top 1% US tax strategist, to discuss building a premier accounting firm. They explore Shana’s journey from astrophysics to tax, the power of branding, writing a book for client authority, and strategies for effective tax planning versus preparation. In This Episode: 00:00 Introducing Shana The Tax Goddess 02:02 From Astrophysics to Tax Goddess 05:09 The Accidental Brand: Tax Goddess 09:52 Overlooked Tax Deductions for Businesses 15:00 Tax Preparation vs. Tax Planning...
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Join us as we revisit this conversation from 2021! Each of us have experiences in our lives that give us a unique perspective that we can bring to business. For some, it’s our past and passion that lead us to niches that allow us to do what we enjoy and get paid doing it. Katie has done just that. Listen as Katie shares her story that combines health, sports and of course accounting. Katie and Roger have a great discussion that also focuses on the support and empowerment that can come for working with a coach. It’s wrong to think something is broken to need a coach. As in...
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Welcome to another episode of Building the Premier Accounting Firm. Today, host Roger Knecht welcomes Mark Myers, a former Marine and CEO of Tax Wise Partners, to discuss his journey from managing health clubs to specializing in tax advisory. This episode delves into effective tax planning strategies, the power of B2B collaborations for accounting firms, and personal insights on entrepreneurship and work-life balance. In This Episode: 00:00 Introduction to Mark Myers 02:16 From Operator to Tax Consultant 06:39 The Value of Tax Planning 09:27 B2B Marketing for Tax Strategies 13:19 Collaboration...
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Join us as we revisit this conversation from 2021! As accounting professionals, we each need to find the time to “sharpen the saw” to offer the quality accounting services our clients expect. Listen as Rob and Roger discuss each and how they apply to your business as you work to have the premier accounting firm in your area. This is a great conversation that is both personal and professional. Rob and Roger open up, share some insights that might surprise you as they cover some perspectives on life that really do matter. Consider it a moment to reflect and apply some life...
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In this episode of Building the Premier Accounting Firm, host Roger Knecht and guest Stephen Weisberg discuss the expanding world of tax resolution services and why accounting professionals should consider offering them. Learn about effective marketing strategies, different types of tax resolution options, and the profound emotional relief clients experience. In This Episode: 00:00 Introducing Stephen Weisberg: Tax Attorney 04:21 Tax Resolution: Attorney vs. CPA/EA 07:33 The Expanding Tax Resolution Market 12:10 Effective Marketing for Resolution Services 16:11 Navigating Tax Resolution...
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- detection,
- response
He then points out which and where should you be spending your money. This alone is a good reason to not miss this discussion.
Have you ever wondered what it means to be an asset custodian? Well, listen in as they consider it and why it matters to accountants.
I’m sure you’ve also heard of Ransome Ware, but what should we really know?
Then there’s the advice you don’t want to miss, what is the weakest link in our security planning? In fact, what is our first line of defense when it comes to cyber security? Have your notepad ready!
Roger and Hossein will also go over a variety of other topics you don’t want to miss:
- updates and patches
- Two Factor Authentication, does it help?
Let’s understand that as accounting professionals that this is a trust-based business.
Among the many things discussed they’ll also go over some perks and benefits available to the profession. Think of this, what does working remotely afford us within the accounting profession?
- A larger pool of professional talent
- A endless opportunity in client acquisition.
Have you considered becoming a digital nomad?
Alright, sit back, listen in and enjoy this conversation with Roger and Hossein.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Hossein Dadkhah
Hossein Dadkhah is the president of "ADVANTAGE IT," an IT consulting and cybersecurity advisory firm working with accounting firms across the US and Canada. His focus on strategic partnerships with small and mid-sized accounting firms has enabled him to help them with cyber risk mitigation and increasing operational efficiency. He has more than 20 years of experience in making companies more secure by addressing the most pressing and pervasive cyber risk challenges.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Hossein is offering a 30-minute "no-pitch" call to brainstorm on converting into a virtual accounting firm and see if it makes sense for your firm to go virtual SECURELY. If you are already operating virtually, this is a good chance to perform a high-level security conversation to ensure that you are protecting your clients, their data, and your firm. Click here to set a time to speak with him today!
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:
- “in the BLACK, nine principles to make your business profitable” – e-book
- “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
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.
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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