Using Technology for Business w/ Chris Paolucci
Building the Premier Accounting Firm
Release Date: 06/01/2022
This Week on BPAF : Allison Williams
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses niching, marketing, and systemitizing your business with Allison Williams.
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The Future Of Bookkeeping Beyond Debits & Credits w/ Laura Shepherd
Building the Premier Accounting Firm
This week, Roger interviews Laura Shepherd, accounting professional & owner of My Top Bookkeeper, a platform that offers full-charge bookkeeping services. Roger and Laura discuss accounting and bookkeeping as she shares her 8-step accounting process that can be used to market and sell accounting services, and the benefits that accountants and bookkeepers can experience while using this process & much more. Perhaps it is time we consider ways to simplify accounting for our clients to help more of them use the information we are providing to more intelligently run their businesses. Your Host: ,...
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This Week on BPAF : Laura Shepherd
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger has a discussion with Laura Shepherd.
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Winning The Cash Flow Game w/ David Safeer
Building the Premier Accounting Firm
This week, Roger interviews cash flow expert David Safeer, Founder and CEO of David Safeer International, an institution that trains accountants on matters of cash flow, and also works with CFOs to optimize their cash flow and run businesses more effectively. They talk about all matters cash flow; managing cash flow, cash flow strategies etc., the reasons why most businesses fail and how as an accountant you can predict the future and help businesses deal with cash effectively. Your Host: , president of Guest Name: David Safeer David Safeer is a globally recognized expert in cash flow...
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Impact of Technology in your Firm and Business w/ Trevor Ewen
Building the Premier Accounting Firm
In this week’s episode, Roger Knecht and Trevor discuss the technologies and softwares and how they impact you and how you run your business. Trevor gives a Step by step illustration on ways you can change or translate technical concepts into easy concepts that are easily understood by the clients. Learn how you can accelerate your business growth through innovative ways. Your Host: , president of Guest Name: Trevor is an experienced software engineer, and real estate investor. He has an MBA from London Business School and Columbia Business School. He is a Southport...
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This Week on BPAF : Trevor Ewen
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses building custom technology in your firm with Trevor Ewen.
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Money Management & Planning for Life w/ Kim Curtis
Building the Premier Accounting Firm
This week, Roger interviews Kim Curtis, President and CEO of Wealth Legacy Institute and author of Amazon best seller, ‘Money Secrets: Keys to Smart Investing’. Kim is highly regarded in the financial planning industry and was recognized by the Journal of Practical Estate Planning. They talk about what wealth management entails and the role wealth managers as well as accountants play in planning the financial aspect of their clients lives and getting them ready for retirement. They also discuss ‘The Law of 72’ and having a healthy relationship with money among many other topics. Your...
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This Week on BPAF : Kim Curtis
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses money management with Kim Curtis.
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The Power of Short Books as a Marketing Tool w/ Mike Capuzzi
Building the Premier Accounting Firm
This week, Roger chats with Mike Capuzzi, publisher, author and book publishing coach, about the power of shooks otherwise known as short books, and how you as an entrepreneur can use them to market your business. Mike breaks down how you can use shooks to reach clients and establish yourself as market leader in your field. He further explains why you should publish a shook and the advantages of shooks for the author and its readers. Your Host: , president of Guest Name: Mike Capuzzi is a publisher, author and book publishing coach and has been helping clients create exceptional...
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Becoming A Count-On-Able Entrepreneur with Jeff Cohen
Building the Premier Accounting Firm
This week, Roger talks with Jeff Cohen, a Desired Speaker, Certified Profit First Professional, Management Consultant & Business Coach, with over 20 years of entrepreneurial experience, who also appeared and went toe-to-toe with the Sharks on ABC’s ‘Shark Tank’. They discuss matters of accountability and how as entrepreneurs we can be responsible and accountable for our actions and create a culture of accountability in our businesses. Jeff also reflects on his personal failures, declaring bankruptcy during the height of the 2007 recession, and the lessons he learned from this...
info_outlineChris explains the different software applications that you can adopt to efficiently do your work and be that hero who brings solutions to their clients.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Chris Paolucci
Chris is the alliance manager in the mid market space for Tipalti. He has been working in the financial technical space for seven years to help organizations improve their processes and increase their efficiencies utilizing a robust tax stack. He currently works with CPA firms, bookkeeping firms and consulting firms that are looking to bring value to their business and more importantly to their client base.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Request a demo from someone Tipalti even with Chris where they will find out more information about you, your clients, the organization and offer you a solution in relation to your business needs.
Find ways to systematize your marketing and sales and more importantly learn about the best practices and CRM ensuring that you’re staying in contact with those that are potential clients all the way through to getting them as an engagement. Learn more about the universal CRM.
Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:
- “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.
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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