Rewind : The Blueprint To Living Life Tax-Free & Out of The Box Investment Strategies w/ Daniel Blue
Building the Premier Accounting Firm
Release Date: 09/23/2023
Rewind : Are you Wired for Success w/ Erin Moger
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Listen in as Roger and Erin discuss the psychology that can frustrate our efforts to be successful and profitable in business. Consider the things so many of us do that sabotage our individual success and learn the formula to help make profit deliberate and intentional. Dream big enough and start small enough to experience success – baby steps 😊 Erin has worked with accounting professional over the years to know what it takes emotionally and practically to help business owners make profit a priority. Learn about the 5 plates...
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5 Key Words to Find Accounting Success w/ Becky Kemp
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes motivational speaker and business coach Becky Kemp to explore the power of words in both personal and professional success. Discover actionable insights and the importance of intentional communication for entrepreneurs seeking to improve their businesses and lives. 🚀 Key Takeaways: Acknowledge the need for change and personal dreams to spark creation and innovation. 🌟 Ask better questions to overcome obstacles and find unique paths to business success. ❓ Practice abundant thinking and gratitude to...
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This Week on BPAF : Becky Kemp
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses the power of words with Becky Kemp.
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Rewind : Becoming a Business Coach
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Working with business owners often presents opportunities to educate and perhaps inspire. But what does this look like in a professional setting, in fact in a more formal relationship that may involve compensation? Learn the levels that exist for accounting professionals to offer more than quality accounting services. Consider becoming a: Mentor Advisor Consultant Coach See what you can do to benefit from each as well as offer each of these services to build the premier accounting business in your area. Your Host: ,...
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Tech Stack Secrets to Build a Profitable Accounting Firm w/ Randy Johnston
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Randy Johnston, a leading figure in accounting technology, about tech stacks, AI, and the future of the accounting industry. Johnston shares his expertise on choosing the right technology, integrating AI seamlessly, and leveraging tools for optimal efficiency and client satisfaction. This episode provides actionable advice for accounting professionals looking to enhance their firms with cutting-edge technology and strategic service offerings. Key Takeaways: 💡 Define Your Service Offerings: Determine the...
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This Week on BPAF : Randy Johnston
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses technology with Randy Johnston
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Rewind : Relationship Selling With Confidence w/ Clay Neves
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Selling accounting services can be a challenge, in fact frustrating, but it doesn’t need to be that way. Listen in as Clay and Roger discuss some essential elements of the process that can make it easier and more effective for you as you work to bring on new clients. There are some key parts of the meeting with a potential client that you don’t want to miss. Also take advantage of some free resources Clay shares that are available to our listeners that you don’t want to miss. It’s time to confidently market and sell your...
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Tax Planning: Maximize Client Value, Expand Services w/ Kirstin Reeder
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, Kirstin Reeder, founder and CEO of Purple Sapphire Business Solutions, shares her journey from stay-at-home mom to EA, offering specialized bookkeeping and tax services. Discover how she balances family and business, sets boundaries, and leverages networking to grow her firm. Key Takeaways: 🤝 Leverage networking and referrals for client acquisition in bookkeeping and tax services. ⏰ Set clear boundaries and manage scope creep to maintain work-life balance. 💡 Offer tiered tax planning services to cater to different client...
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This Week on BPAF : Kirsten Reeder
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses tax planning with Kirsten Reeder
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Rewind : Becoming a Progressive Accountant w/ Twyla Verhelst
Building the Premier Accounting Firm
As we work with our clients, do they see us as forward thinking? Are the meetings with us inspiring and engaging to help them use the accounting information they are receiving to make well informed business decisions? Are we leveraging technology to provide our clients the cutting edge services that will help us stand out as the premier accounting service?
info_outlineJoin us as we revisit this discussion from 2022
This week, Roger chats with best-selling author and speaker Daniel Blue about different and out-of-the-box strategies accountants can employ to help their clients diversify their investment portfolios, increase their cash flow, defer the payment of taxes and live life tax-free.
They also talk about how you can better prepare your clients for retirement and help them collaborate with fellow business owners so they can learn from others’ mistakes.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Daniel Blue
Daniel is a regular contributor to forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over more than ten years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that led to life-changing results. Under Daniel’s leadership, Quest Education has actually reached the 7-figure mark two years in a row with thousands of customers throughout the United States. He has also published a book, ‘B.L.U.E Print To Your Best Retirement’ and it’s an amazon best seller.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
B.L.U.E. Print to Your Best Retirement: How to Access Your Retirement Account Penalty and Tax-Free
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!
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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