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End Burnout: Andrew O’Brien’s Simple Steps for Accounting Firm Owners

Building the Premier Accounting Firm

Release Date: 03/28/2025

Tax Planning: Maximize Client Value, Expand Services w/ Kirstin Reeder show art 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 show art 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 show art 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?

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Accidental CFO? How Charles Leikauf Escaped the Corporate World show art Accidental CFO? How Charles Leikauf Escaped the Corporate World

Building the Premier Accounting Firm

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Charles Leikauf, known as the accidental fractional CFO, about transitioning from corporate finance to helping accounting firms offer CFO services. They discuss key strategies for marketing, pricing, and delivering high-value CFO services, plus how to avoid scope creep and build client relationships. Key Takeaways: 👂 Listen to your spouse: Their insights can lead to unexpected opportunities. 💼 Clearly define your CFO services: Focus on cash flow, capital, and business model improvements. 🚫...

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This Week on BPAF : Charles Leikauf show art This Week on BPAF : Charles Leikauf

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses fractional CFO with Charles Leikauf.  

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Rewind : Are We Really Helping Our Clients? w/ Geraldine Carter show art Rewind : Are We Really Helping Our Clients? w/ Geraldine Carter

Building the Premier Accounting Firm

Roger and Geraldine each have a similar belief when it comes to working with accounting clients. 

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Marketing vs. Sales: Where Accountants Go Wrong w/ Kenny Harper show art Marketing vs. Sales: Where Accountants Go Wrong w/ Kenny Harper

Building the Premier Accounting Firm

In this episode of Building the Premier Accounting Firm, Kenny Harper of Growth Amplifiers joins Roger Knecht to discuss the nuances of marketing and sales, emphasizing the importance of niching, understanding the customer journey, and sharing value to attract and retain ideal clients for accounting, bookkeeping, and tax businesses. Kenny shares actionable strategies to amplify your firm’s reach and impact. Key Takeaways: Understand the distinction between marketing (attracting ideal clients) and sales (helping clients achieve their goals). Share the full range of your services with...

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This Week on BPAF : Kenny Harper show art This Week on BPAF : Kenny Harper

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses marketing and sales with Kenny Harper 

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Rewind : Life Changing Moments That Make Us Pivot w/ Veronica Sagastume show art Rewind : Life Changing Moments That Make Us Pivot w/ Veronica Sagastume

Building the Premier Accounting Firm

For some starting an accounting business is out of necessity.  Perhaps it is unexpected or even wanted but when life happens we sometimes need to make the most of the situation.  With that in mind listen as Veronica shares her story and how she can look back with gratitude.

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5 Steps to Financial Transparency in Your Business w/ Greg Kyte show art 5 Steps to Financial Transparency in Your Business w/ Greg Kyte

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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More Episodes

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 and nervous system function. 😴

  • Incorporate gratitude and fun activities into your daily routine to boost positive hormones. 😄

  • Connect with yourself and your environment to align actions with values, preventing burnout. 🧘

Featured Quotes:

  • Andrew O’Brien: “Stress is a part of us… We are human. We have a brain… we’re never going to be able to get rid of our stress response.”

  • Roger Knecht: “You are enough. There isn’t anything that’s lacking. You’re not broken. You are enough. You are a good person.”

  • Andrew O’Brien: “It just takes one, one, one small step to start this journey… You are going to get back to more of that flow state which is the goal of life.”

Top 3 Highlights:

  1. Real vs. Perceived Stress: Identify and filter out perceived threats. 🚫

  2. The O’Brien 10: Implement practical techniques for stress relief and brain health. ✅

  3. Self-Compassion: Acknowledge your humanity and practice kindness towards yourself. ❤️

Thanks for joining us on this episode of Building the Premier Accounting Firm. For more insights on how you can start and efficiently run your business, contact our team at 435-344-2060.

 

Sponsors:

Universal Accounting Center

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

 

Offers:

Schedule a free stress relief strategy call with Andrew & download the stress relief tips, The O’Brien 10:

https://my.practicebetter.io/#/63c7e592cf728652691b56ee/bookings?s=63c7f098271fea6760fd4fcf&step=date

 

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