The Science of Effective Communication w/ John Bates
Building the Premier Accounting Firm
Release Date: 07/01/2022
Rewind : Begin With The End In Mind w/ Tyler Otto
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...
info_outline
Your Budget is Wrong: Why Most Forecasts Fail w/ Matt Putra
Building the Premier Accounting Firm
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...
info_outline
This Week on BPAF : Matt Putra
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses budgeting and why most forecasts fail with Matt Putra.
info_outline
Rewind : Quantifying the Client Experience, the 5 Star Rating w/ Tyler Small
Building the Premier Accounting Firm
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...
info_outline
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
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
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
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
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
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_outlineIn our latest podcast this week, Roger Knecht speaks with Leadership Communications Expert, John Bates on the power and the science of effective communication.
You will learn how you can inspire others through the way you communicate and how learning to communicate effectively can lead to personal growth and development and make you a better leader.
If you’re a public speaker, you’ll also learn what it takes to deliver a world class TED talk and how to make an emotional connection with your audience.
‘Communicating with human beings is not logical but biological.’ - John Bates
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: John Bates
As a world-renowned Leadership Communication expert, trainer and “Executive Whisperer” John helps great leaders change the world. John is also one of the most prolific and successful TED/TEDx-format speaker coaches in the world. John has spoken on stages across the world, at TED and TEDx events many times and has trained thousands of top leaders in both the TED-Format as well as coaching them in the great leadership tools that mastering the TED format brings to leaders; influence, emotional intelligence, leadership presence, authentic connection, deep vision transference, and much more.
Sponsors:
Business owners (or administrators) can book a 30-minute virtual coffee with a member of our team here: https://stg.software/coffee
It's free. We send you a Starbucks gift card and do a quick technical survey on your business. After the call, we compile the information into a free report and send it over.
Also, learn what you can do to communicate better with your clients as their Profit & Growth Expert using BizBench to effectively benchmark their business and offer strategic insights.
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.
Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback
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