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Beyond Comfort Zones: Transformative Journeys in Leadership and Growth w/ Vamsi Polimetla

Building the Premier Accounting Firm

Release Date: 02/21/2025

Rewind : Leveraging Technology to Improve Client Relations with Chris Farrell show art Rewind : Leveraging Technology to Improve Client Relations with Chris Farrell

Building the Premier Accounting Firm

Listen as Chris and Roger discuss that experience and how accountants can improve it for the client using technology.  Consider the example Chris shares as he references what we are all familiar with when it comes to the banking industry.

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Beyond Comfort Zones: Transformative Journeys in Leadership and Growth w/ Vamsi Polimetla show art Beyond Comfort Zones: Transformative Journeys in Leadership and Growth w/ Vamsi Polimetla

Building the Premier Accounting Firm

Welcome 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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This Week on BPAF : Vamsi Polimetia show art This Week on BPAF : Vamsi Polimetia

Building the Premier Accounting Firm

Join us this Friday for a new episode where Roger discusses doing the impossible with Vamsi Polimetia.  

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From Pars to Profits: Mastering SEO for Accounting Firms with Jeremy Estey show art From Pars to Profits: Mastering SEO for Accounting Firms with Jeremy Estey

Building the Premier Accounting Firm

In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Jeremy Estey, a seasoned marketing expert specializing in accounting firms. Jeremy shares his expertise on transforming bookkeeping and tax services into profitable ventures through strategic marketing, with a particular emphasis on the power of search engine optimization (SEO). Main Themes: Jeremy Estey’s Journey: Transition from the golf media industry to founding Amber Sky Marketing. Specialization in accounting firms, focusing on cash flow services and business adaptation. Enhancing...

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Building the Premier Accounting Firm

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Building the Premier Accounting Firm

As we consider our role as accounting professionals and the relationships we have with our clients we need to consider which of our services meet two criteria:

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Building the Premier Accounting Firm

Welcome to another enlightening episode of Building the Accounting Firm, where we delve into the essential strategies for elevating your accounting business. In this episode, Roger Knecht is joined by guest CPA Katie Thomas, who brings a wealth of knowledge at the intersection of accounting and marketing. In this episode, we explore the vital role that marketing plays in attracting and retaining clients within accounting practices. Katie shares her journey from working in a family business to becoming a leader in the accounting and marketing field. She offers valuable insights into how firms...

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Building the Premier Accounting Firm

Join us this Friday for a new episode where Roger discusses social media and AI with Katie Thomas.  

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Growth through Alchemy: Chad Jenkins’ Visionary Strategies for Transforming Your Firm show art Growth through Alchemy: Chad Jenkins’ Visionary Strategies for Transforming Your Firm

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Welcome to another insightful episode of Building the Premier Accounting Firm with your host Roger Knecht. In this episode, Roger dives into how to grow an accounting business with Chad Jenkins, founder of SeedSpark. This episode centers around entrepreneurial growth in bookkeeping, accounting, and tax businesses. It emphasizes the transition from traditional methods to innovative approaches that foster collaboration and business expansion. Key Highlights: Entrepreneurial Journey: Chad shares his path, focusing on leveraging growth opportunities and shifting from a solopreneur mindset to...

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This Week on BPAF : Chad Jenkins show art This Week on BPAF : Chad Jenkins

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More Episodes

Welcome 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:

  1. Vamsi’s Journey:

    • Vamsi recounts his transformative journey from India to a 23-year career in IT before transitioning to leadership coaching.

    • He shares personal growth experiences, including moving to the U.S. and overcoming self-doubt, which have shaped his coaching philosophy.

  2. Philosophy and Approach:

    • Discussion on leveraging Eastern philosophies to help individuals step out of their comfort zones and create long-term life visions.

    • Insights into maintaining focus on meaningful tasks for personal and professional success.

  3. Marketing and Sales for Accounting Professionals:

    • A deep dive into the importance of using CRMs and email marketing for client acquisition in the accounting industry.

    • Practical tips for accountants on developing effective marketing and sales strategies.

  4. Personal Development and Fulfillment:

    • 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.

    • Emphasizes the significance of proactive personal development and surrounding oneself with positive influences.

  5. Concepts and Frameworks:

    • Introduction to Dan Sullivan’s concepts of “free days” and the importance of taking action before feeling completely ready.

    • Life as a journey requires a destination, flexible paths, patience, and resilience.

    • Presentation of the “four four four four” framework for personal and professional development, promoting clarity and momentum.

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:

Universal Accounting Center

  • 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:

  • “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