Rewind : The CFO's Playbook: Mastering High Ticket Client Acquisition w/ Alyssa J Dillon
Building the Premier Accounting Firm
Release Date: 06/22/2024
Rewind : Putting Profit First and Eradicate Entrepreneurial Poverty with Ron Saharyan
Building the Premier Accounting Firm
As accounting services become more automated and commoditized there are things accounting firms can do to remain relevant and take care of their clients. Listen to Roger Knecht, president of Universal Accounting Center and Ron Saharyan, Co-Founder of Profit First Professionals as they consider the challenge accounting professional face today. Consider the solutions offered and see what you can do to offer more value to your customers as a trusted strategic advisor helping them make profit a priority.
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Empathy-Driven Strategies for Premier Client Relationships w/ Chantal Cornelius
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht is joined by Chantal Cornelius, founder of Apple Tree Marketing, to explore the critical role of emotional connections in client relationships within the accounting industry. Chantal emphasizes that the success of accounting firms hinges on building trust and personal connections with clients, which goes beyond the typical scope of social media content. Key Discussion Points Emotional Decision-Making: 95% of buying decisions are emotionally driven, Chantal says. She introduces strategies to create empathy-driven...
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This Week on BPAF : Chantal Cornelius
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses building relationships with Chantal Cornelius
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Rewind : Accounting, It Needs to be a Universal Skill like Reading and Arithmetic w/ Peter Frampton
Building the Premier Accounting Firm
Listen as Peter and Roger discuss the evolution of this process and how it applies to the accounting profession. Also see what you can do to apply these skills to better work with your clients to help them use the information they receive from you to make better business decisions.
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Mastering the Numbers Game: Innovative Strategies for Transforming Your Firm w/ Eric Green
Building the Premier Accounting Firm
Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht. This episode dives deep into the essential strategies for building and scaling successful bookkeeping, accounting, and tax firms with Eric Green. Roger and Eric cover a wide range of topics from marketing to technology, client onboarding, staff training, mental health, and the evolution of IRS systems. Key Highlights: Marketing and Client Onboarding: Roger and Eric discuss effective marketing strategies for attracting and retaining clients. They suggest best practices for seamless client...
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This Week on BPAF : Eric Green
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses IRS representation services with Eric Green.
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Rewind : Pricing Accounting Services Effectively w/ Mark Wickersham
Building the Premier Accounting Firm
Listen in as Mark and Roger discuss the challenges many express as they consider pricing their accounting services and how best to avoid them. Consider a simple yet straight forward approach to getting paid what you are worth pricing your services with confidence. There is a method to the madness. Listen in and see what you can learn and then apply it in your business.
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Secrets for Modern Accounting Firms from “Mr. Productivity” Mark Struczewski
Building the Premier Accounting Firm
In this insightful episode of “Building the Premier Accounting Firm,” Roger Knecht sits down with productivity coach Mark Struczewski to delve into effective strategies for boosting productivity in bookkeeping, accounting, and tax services. Mark shares his personal journey from being fired in 2005 to becoming a leading productivity expert, emphasizing the influence of his disciplined upbringing on his work ethic. Key Discussion Points: Defining Productivity: Mark’s unique definition of productivity centers on having clear objectives. Importance of reliability and commitment in...
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This Week on BPAF : Mark Struczewski
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses productivity with Mark Struczewski.
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Rewind : Getting to The Heart Of The Matter w/ Seth David
Building the Premier Accounting Firm
Looking back Seth will say it was his father’s fault, really. Listen as Seth expounds on his start within the accounting profession which has been an amazing career. Then hear Seth and Roger discuss how to run your business “more efficiently, effectively and greater accuracy”.
info_outlineJoin us as we revisit this conversation from 2023!
Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, we have the privilege of sitting down with Alyssa Dillon, a highly experienced financial professional with nearly 15 years of expertise. Get ready for an enlightening conversation as Alyssa shares her remarkable journey from team leader to CFO in the corporate world, and ultimately, her decision to become an entrepreneur.
Alyssa takes us through the pivotal moments that led her to start her own business, revealing the valuable lessons she learned about herself along the way. She passionately discusses her commitment to working with women and eradicating generational poverty, highlighting how she empowers the women she encounters with the tools for success.
We delve into Alyssa's perspective on generational wealth, exploring what it truly means to her and the legacy she desires to pass down to her children. Discover the unique aspects of her accounting firm, where she seamlessly blends her roles as a CFO and CEO. Alyssa reveals her strategies for effective delegation, which she has successfully transferred to her coaching business and her Mastermind.
Speaking of Masterminds, Alyssa shares her invaluable insights on their transformative power. She unveils the profound impact that Masterminds have had on her own growth, relationships, and professional development. Gain a deeper understanding of what Masterminds mean to her and the differences between free and paid programs.
Intrigued by high ticket clients? Alyssa unravels the secrets behind attracting these discerning clients and the services they find most valuable. Discover the true worth of high ticket clients and the investment they are willing to make in their financial success.
As the conversation draws to a close, Alyssa reveals her aspirations for her children and the profound lessons she hopes they will learn from her journey. Join us as we explore these captivating topics and gain valuable insights from an exceptional financial leader.
Tune in to "Building the Premier Accounting Firm" with Roger Knecht and special guest Alyssa Dillon. Prepare to be inspired, informed, and empowered as we unravel the secrets to success in the world of finance and entrepreneurship.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Alyssa Dillon
Alyssa has worked in the financial space for nearly 15 years. During this time she has MASTERED the way Business Owners feel about their money, why they HIRE financial professionals, and what motivates them to pay.
Even better - she has developed and deployed strategies to help not only herself reach multi 6 figures in my small virtual accounting firm, but she is helping other financial pros do it too.
She has been so lucky to help coaches, consultants, and service providers in the finance industry build multi 6 figure and 7-figure companies.
She deeply cares about women making more money, ending generational poverty, and building generational wealth.
Sponsors:
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Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Become a Profit & Growth Expert. In addition to your accounting services learn what you can do to market, sell, price, and provide quality CFO & Advisory services with confidence. Follow the Turnkey process as a Profit & Growth Expert using the Universal Business Builder system.
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 to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777