Beyond Comfort Zones: Transformative Journeys in Leadership and Growth w/ Vamsi Polimetla
Building the Premier Accounting Firm
Release Date: 02/21/2025
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht sits down with guest Greg Kyte to explore the intricacies of fractional CFO work, fraud prevention, and the unexpected intersection of accounting and comedy. Greg shares his unique career journey and provides actionable insights for accounting professionals looking to protect their clients and enhance their service offerings. Key Takeaways in This Episode: ✅ Prioritize transparency and accountability in all financial dealings to build trust with clients and prevent fraud. 🏢 Implement robust internal controls,...
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Join us this Wednesday for a new episode where Roger discusses anxiety, failure, and fraud with Greg Kyte
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For some the idea of starting an accounting business is the furthest thing from their mind then life is thrust upon them.
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In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Andrew O’Brien, the Mindblowing Coach, about stress and burnout management for accounting professionals. They explore the science behind stress, debunk misconceptions, and provide actionable tips for a healthier, more balanced life. 💪 Key Takeaways: Recognize the difference between real and perceived stress to better manage your reactions. 🧠 Implement deep breathing and hydration techniques to quickly signal your brain for homeostasis. 💧 Prioritize sleep and nutrition to optimize brain health...
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Join us this Friday for a new episode where Roger discusses mastering your stress with Andrew O'Brien.
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In this episode of Building the Premier Accounting Firm, Nolan Bradbury of Bradfield Accounting joins Roger Knecht to discuss the critical importance of strong client-accountant relationships, moving beyond transactional interactions, and leveraging financial reports to drive business growth. They explore the value of providing advisory services, KPIs, and the essential role of accountants as translators, ensuring business owners understand their financial data and make informed decisions. Key Takeaways: Prioritize client relationships: Build connections that go beyond basic accounting...
info_outlineBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses client relationships with Nolan Bradbury
info_outlineBuilding the Premier Accounting Firm
Listen as Ryan and Roger discuss why and how you can become a disruptor within the space of accounting to find and retain new clients.
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In this episode of “Building the Premier Accounting Firm,” Shena White, an award-winning contractor and wealth efficiency expert, shares her journey into accounting after an embezzlement incident, leading her to specialize in CFO and advisory services for small businesses. Discover key strategies for financial management, tax planning, and safeguarding your business during economic downturns. This episode provides actionable insights for accounting professionals and business owners alike. Key Takeaways: Understand the role of a fractional CFO in providing financial insight beyond...
info_outlineBuilding the Premier Accounting Firm
Join us this Friday for a new episode where Roger discusses better serving your clients through advisory services with Shena White
info_outlineWelcome to another insightful episode of Building the Premier Accounting Firm, where Roger Knecht, president of Universal Accounting Center, guides you on your journey to building a successful accounting business. In this episode, we have the privilege of welcoming Vamsi Polimetla, a seasoned leadership development coach with an impressive track record at pioneering companies like SpaceX, Amazon and Apple. Vamsi shares his expertise on unleashing the untapped potential within individuals, drawing on Eastern philosophies to help clients achieve their goals more efficiently.
Episode Highlights:
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Vamsi’s Journey:
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Vamsi recounts his transformative journey from India to a 23-year career in IT before transitioning to leadership coaching.
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He shares personal growth experiences, including moving to the U.S. and overcoming self-doubt, which have shaped his coaching philosophy.
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Philosophy and Approach:
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Discussion on leveraging Eastern philosophies to help individuals step out of their comfort zones and create long-term life visions.
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Insights into maintaining focus on meaningful tasks for personal and professional success.
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Marketing and Sales for Accounting Professionals:
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A deep dive into the importance of using CRMs and email marketing for client acquisition in the accounting industry.
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Practical tips for accountants on developing effective marketing and sales strategies.
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Personal Development and Fulfillment:
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Vamsi shares transformative experiences, such as attending a Tony Robbins event, that inspired his shift from pursuing executive roles to finding fulfillment in serving others.
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Emphasizes the significance of proactive personal development and surrounding oneself with positive influences.
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Concepts and Frameworks:
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Introduction to Dan Sullivan’s concepts of “free days” and the importance of taking action before feeling completely ready.
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Life as a journey requires a destination, flexible paths, patience, and resilience.
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Presentation of the “four four four four” framework for personal and professional development, promoting clarity and momentum.
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Conclusion:
Join us as we delve into these valuable insights with Vamsi, and learn how to apply them for positive change and personal fulfillment in your professional journey. Whether you’re in the accounting field or looking to unlock your potential, this episode offers actionable advice and inspiration. Don’t miss out on the opportunity to transform your approach to life and work.
Sponsors:
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Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Connect with Vamsi: https://www.linkedin.com/in/vamsipolimetla/
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:
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“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.
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“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.
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“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.
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“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.
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Topical Newsletters:
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.
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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