Working Remotely with Confidence w/ Hossein Dadkhah
Building the Premier Accounting Firm
Release Date: 05/04/2022
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! This is an episode you don’t want to miss. Tyler has a fascinating story to share. From the stable corporate job to joining the wife in her accounting business. Roger and Tyler have so much to cover as they discuss: Developing a virtual accounting business, never meeting the client and many of the staff in person but working with them remotely Prequalifying potential clients for consideration. Although he runs a virtual business he still understands is needs to be personable and based on relationship building We all know...
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In this episode of Building the Premier Accounting Firm, Roger Knecht and guest Matt Putra discuss the critical differences between budgeting and forecasting in accounting, emphasizing data-driven decision-making for e-commerce businesses. They explore how financial management, including KPIs and cash flow strategies, helps fast-growing consumer brands optimize profitability and scale effectively, with a focus on AI’s transformative impact. In This Episode: 00:00 Introduction to Matt Putra and 8x 01:03 Matt’s Journey to 8x and Data-Driven Decisions 02:52 Budget vs. Forecast: Key...
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Join us this Wednesday for a new episode where Roger discusses budgeting and why most forecasts fail with Matt Putra.
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Join us as we revisit this conversation from 2021! Beyond the work we do and the accounting reports we create we need to find out and understand how useful the information is to our clients. Think about it. What are they really paying us for? In fact, what are we doing to generate for them a 5 Star Experience? Roger and Tyler have an interesting discussion that we each should consider as we remember what our relationships are and should be with our clients Listen and learn the 3-step process to improve client appreciation and retention. You’ll want to be ready to take...
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Roger Knecht and Michelle Weinstein discuss how accounting professionals can overcome undercharging, set firm boundaries, and increase revenue. Learn strategies to value your expertise and implement sales processes for a thriving accounting firm. In This Episode: 00:00 Introduction to Michelle Weinstein 01:10 Michelle’s Career Journey & Lessons 06:05 The Birth of The Abundant Accountant 09:50 Stop Undercharging and Valuing Services 12:33 Engagement Letters and Scope Creep 17:51 Establishing Boundaries for Your Firm 23:15 Payment Methods and Avoiding Receivables 30:03 Overcoming the Fear...
info_outlineBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses how to stop undercharging in your firm with Michelle Weinstein.
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Join us as we revisit this conversation from 2021! Do you know the 4-part questions to use to determine if someone qualifies for the R&D tax credit? This conversation with Adam and Roger is going to be enlightening both personally and professionally. I’m sure you’ll get some great notes from this. Also, how many of this have said to our spouse “Heh Hon, I’m going to start a business, “trust me I have a plan”, there’s this opportunity and I know what I’m doing? As accounting professionals, it makes sense we’d create the business plan & proforma. But what...
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Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center. Today, Roger sits down with Shady Abboud, to discuss his unique path into accounting, blending entrepreneurial experience with finance expertise. Shady highlights the distinction between bookkeeping and CFO advisory services, emphasizing the strategic role of a CFO in business growth and decision-making for SMBs. Learn how a niche in e-commerce can boost success. In This Episode: 00:00 Welcome Shady 01:31 Shady’s Entrepreneurial Journey to Accounting 05:36 The Strategic Accountant’s...
info_outlineBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses differences between bookkeeping and CFO adisory services with Shady Abboud.
info_outlineBuilding the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Do we really understand the purpose of the US tax code? Often our clients are frustrated with the laws and how it affects them individually. Can you explain to them why it is and how they can legally minimize their tax liability? Steve & Roger have an informative and fun discussion about starting a tax career, the struggles opening a tax business and the successes that followed. This is a journey you need to hear. Listen for how you can also become a professional and accessible as a tax preparer, it’s what our clients...
info_outline- protection,
- 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
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