loader from loading.io

Becoming Creditable w/ Mitchell Levy

Building the Premier Accounting Firm

Release Date: 05/11/2022

How to Stop Undercharging in Your Firm w/ Michelle Weinstein show art How to Stop Undercharging in Your Firm w/ Michelle Weinstein

Building the Premier Accounting Firm

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_outline
This Week on BPAF : Michelle Weinstein show art This Week on BPAF : Michelle Weinstein

Building 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.  

info_outline
Rewind : R&D Tax Credits for Clients w/ Adam Farnsworth show art Rewind : R&D Tax Credits for Clients w/ Adam Farnsworth

Building the Premier Accounting Firm

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...

info_outline
5 Steps to Building Client Trust in Accounting w/ Shady Abboud show art 5 Steps to Building Client Trust in Accounting w/ Shady Abboud

Building the Premier Accounting Firm

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_outline
This Week on BPAF : Shady Abboud show art This Week on BPAF : Shady Abboud

Building 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_outline
Rewind : From Cab Driver to Successful Tax Professional w/ Steve Moskowitz show art Rewind : From Cab Driver to Successful Tax Professional w/ Steve Moskowitz

Building 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
Grow Your Firm to $5M: The Shift from Hustle to Leadership w/ Brad Farris show art Grow Your Firm to $5M: The Shift from Hustle to Leadership w/ Brad Farris

Building the Premier Accounting Firm

In the latest episode of Building the Premier Accounting Firm, host Roger Knecht and business coach Brad Farris discuss how accounting firm owners can scale their business beyond the $1-2 million mark by shifting from hustle to leadership. They explore overcoming workaholism, delegating effectively, and finding fulfillment outside daily operations to build a premier accounting firm. In This Episode: 00:00 Welcome Brad Farris, Expert on Scaling 02:04 Building Trust with Clients 03:02 From Hustle to Leadership 05:12 The High of Spinning Plates 08:02 Identity Shift: From Doer to Enabler 12:44...

info_outline
This Week on BPAF : Brad Farris show art This Week on BPAF : Brad Farris

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses finding balance between work and life with Brad Farris 

info_outline
Rewind : Going Beyond Bookkeeping Services w/ Shannon Beck show art Rewind : Going Beyond Bookkeeping Services w/ Shannon Beck

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! For Shannon working with clients involves more than just providing quality reports, it’s doing so much more than the client initially expects. Listen as Roger and Shannon consider what bookkeeping is today and how it can be so much more when we consider engaging with clients as their CFO, advisor and coach.  Ask yourself this, what perspective do you bring to the relationship and what suggestions do you offer? Moving beyond bookkeeping, accounting to offer CFO related advisory and coaching services is a continuous and deliberate...

info_outline
Accountant to CFO: Transform Your Firm with Advisory Services w/ Rusty Fulling show art Accountant to CFO: Transform Your Firm with Advisory Services w/ Rusty Fulling

Building the Premier Accounting Firm

Welcome to another episode of the Building the Premier Accounting Firm podcast. In today’s episode host Roger Knecht and his guest Rusty Fulling explore the world of CFO advisory services, moving beyond traditional accounting to help businesses achieve clarity, growth, and peace of mind. Discover how to transition into a strategic advisor role and build lasting client relationships on this episode. In This Episode: 00:00 Introduction to Rusty Fuling’s Expertise 03:08 Defining CFO & Advisory Services 07:23 Confidence in Advisory: Lessons Learned 11:14 Beyond Numbers: Making an Eternal...

info_outline
 
More Episodes

Roger 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:

Universal Accounting Center

  • 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:

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