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Culture Counts: Rick Watson on Building a Premier Accounting Firm with Purpose and Trust

Building the Premier Accounting Firm

Release Date: 10/30/2024

Exploring Roger Knecht’s Legacy as President of Universal Accounting show art Exploring Roger Knecht’s Legacy as President of Universal Accounting

Building the Premier Accounting Firm

Welcome to a special edition of “Building the Premier Accounting Firm.” Today, we are taking a unique turn by delving into the life and legacy of our host, Roger Knecht, in his role as the president of Universal Accounting Center. This episode offers a glimpse into Roger’s journey, exploring how his vision and leadership have shaped not only his career but also the broader field of accounting education. In this insightful conversation, we aim to uncover the profound impact that accounting professionals have on business success. We invite you to join Roger as he highlights the importance...

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Listen as Femke and Roger discuss the importance of language, vocabulary and terms when working with business owners.  Accounting professionals are the business interpreters and have a role to help translate the financial reports and help business owners use this information to make more informed business decisions.

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Join Roger Knecht, president of Universal Accounting Center, as he delves into strategies for building successful accounting firms with insights from industry leaders each week on Building the Premier Accounting Firm. In this episode, Greg DeVore, co-founder and CEO of ScreenSteps, shares his inspiring journey from music composition to entrepreneurship, driven by personal challenges and a need for effective knowledge transfer. Key Themes: From Music to Entrepreneurship: Greg describes his transition motivated by the need for health insurance for his premature son and how his experiences...

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Join us this Wednesday for a new episode where Roger discusses tranferring info to employees effectively with Greg Davore.  

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Starting a business is full of risk but with a “can-do” attitude you make things happen.  Whether Lemons to Lemonade or obstacle to opportunity listen to Dave as he shares his story and the insights he now must start and build a successful business.

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Welcome to another insightful episode of “Building the Premier Accounting Firm,” where we dive deep into the crucial practices that firm owners need to shape a thriving accounting practice. This week, our focus is on the pivotal roles of leadership and workplace culture, essential components for any firm aspiring to excellence. Join your host, Roger Knecht, as he engages in a compelling conversation with our guest, Jessper Maquindang. Jessper is a renowned expert in leadership strategies and organizational development, particularly within the accounting industry. In this episode, Jessper...

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Rewind : Technology And How It Applies In Accounting w/ Clayton Oates show art Rewind : Technology And How It Applies In Accounting w/ Clayton Oates

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Listen as Clayton and Roger discuss technology and it’s impact on accounting to the 6 areas of business the accounting needs to pay attention:

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More Episodes

In this insightful episode of Building the Premier Accounting Firm, host Roger sits down with Rick Watson, who shares his transformative journey from humble beginnings to managing substantial assets. Rick dives into the challenges he faced, particularly the high attrition rates in the insurance industry, and emphasizes the critical factors for entrepreneurial success: hard work, branding, and referrals, as outlined in his book “A Firm Worth Building.”

Key Highlights:

  1. Entrepreneurial Sacrifices and Success:

    • Roger and Rick discuss the importance of hard work and perseverance in overcoming industry challenges.

    • They explore the pivotal role of branding and referrals in business growth.

  2. The Power of Company Culture:

    • Rick explains how culture is a reflection of leadership and its influence on business dynamics.

    • They explore ways which aligning company values improves hiring, client relationships, and employee engagement.

    • The significance of company culture in shaping professional and personal interactions.

  3. Leadership and Culture Dynamics:

    • Drawing parallels between business and family dynamics.

    • Strategies for maintaining a cohesive culture in remote work settings.

    • Concepts like “trust compression” and “breaking bread” to foster connections.

  4. Building Trust and Rapport:

    • The role of edification—speaking positively about colleagues—in strengthening trust and respect.

    • Enhancing service quality and client satisfaction through positive communication.

  5. Networking and Personal Connections:

    • The importance of networking for credible referrals and business credibility.

    • Methods to intentionally shape and uplift company culture through positive interactions.

This episode is a must-listen for entrepreneurs seeking to enhance their business’s culture and growth, offering practical advice and resources to create a firm worth building.



Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:
https://www.nrnamerica.com/

Get a free book by buying the book on Amazon and sending me an email showing a copy of the review. We will respond by sending you a check for the book.

 

Also mentioned on the show was the S.T.A.R Program, the process to create a culture based on accountability.  Learn more what you can do to proactively manage those you are working with to achieve clear objectives and take care of your clients.

 

Get a FREE copy of these books 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 quality CFO & Advisory services as a Profit & Growth Expert today:

  • “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.

  • “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.

  • “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.

  • Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.



Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve.  This is a webinar you don’t want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.

 

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It’s here you can become a:

 

 

Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

 

 

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

 

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 suggestions you may have.  We look forward to your input: Podcast Feedback

 

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