Rewind : Time is Fleeting, Work More Efficiently w/ Celso Pinto
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Running an accounting business can be overwhelming. Managing time, identifying priorities, and defining workflows is important. Listen to Roger and Celso reflect on business and how we can work more purposefully when taking care of our clients. When we work with the intent to be profitable, we can become the premier accounting firm in our area. Simply said, things do not need to be as complicated as we tend to make them as we run our business. The time is now to explore ways to leverage technology to improve workflow. Your...
info_outline
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...
info_outline
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
info_outline
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...
info_outline
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...
info_outline
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.
info_outline
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...
info_outline
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...
info_outline
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
info_outline
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...
info_outlineRoger is happy to bring Mitchell Levy back to the podcast for another timely discussion. They cover a variety of topics beginning with a subject we each need to consider both personally and professionally, the need to bring creditability to the relationships we have.
After hundreds of discussions with successful and influential business leaders, Mitchell shares some of his observations and insights including the need for us all to be timely, and punctual. Time is a precious commodity so we all can do a better job respecting our time.
Roger and Mitchel also discuss the importance of purpose & passion, but can we also articulate it. What is it we need to do to clearly explain what we do and why it matters? Learn what a CPOP is and how we can communicate it more clearly. There are some important lessons here for us to hear.
Then they discuss whether we are listening well to others? Not just hearing but also understanding.
I think many would agree, that life can be hard and scary but Roger and Mitchel want to bring some light to the situation. In fact, they clearly point out that we each can fix this, that we individually can make a difference, you perhaps are the difference that is needed in the world, in the life of those you are interacting with. Basically, we each need to be a better person.
This is another episode you’ll be glad you heard so sit back, enjoy and be sure to take some notes.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Mitchell Levy
Global Credibility Expert Mitchell Levy is a 2x TEDx speaker, an international
bestselling author of over 60 books, and an executive coach at Marshall
Goldsmith’s 100 Coaches. After interviewing 500 thought leaders on
credibility, he published a 7-country international bestselling book, delivered a
powerful TEDx on humanity, created courses, and created the Credibility
Nation membership community to help those live, learn and surround
themselves with others on the credibility journey.
He's an accomplished Entrepreneur who has created twenty businesses in
Silicon Valley including four publishing companies that have published over
750 books. He's provided strategic consulting to hundreds of companies and has
been the chairman of a board of a NASDAQ-listed company. Mitchell has been
happily married for thirty-one years and prior to covid-19, would regularly spend four weeks a year in Europe with family and friends.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Becoming creditable is a characteristic that is an admirable trait to develop. Listen as Mitchell explains this principle and how it applies to each of us individually. This is Mitchell speaking at Tedx.
Roger also mentioned this offer that Mitchell is giving the listeners of the podcast, 2 months of free access to creditability nation. Go here to sign up and participate in the Creditable Nation experience.
And then there is the quarterly event, Ultimate Credibility Bootcamp that you are invited to attend.
You’ll also want to get a FREE copy of these books that 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.
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