Building the Premier Accounting Firm

A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Client On-boarding, Client Relations & Retention, etc. This podcast will help you become an Accountrepreneur, to work ON your business with advice from the experts.

Pricing with Confidence w/ Melanie Power & Andrew Robinson 05/25/2022

Pricing with Confidence w/ Melanie Power & Andrew Robinson In this week’s episode, Roger Knecht speaks to Melanie Power and Andrew Robinson, founders of the global movement for bookkeeper revolution. Melanie is well known for her role at Xero as the head of bookkeeping and growing her own practice to 120 clients in a year. Andrew is a chartered accountant who has transitioned his own mid tier accounting firm from compliance to advisory work tripling his revenue with one third of the clients. He is designing systems that help businesses track their records so they can normalize the tax they pay. In their conversation, Melanie and Andrew share tips on how to build confidence and competence to help you get to a point you understand pricing and how to do it right and get paid what you are worth. Your Host: , president of Our Guests: and Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Perfectly Price Your Bookkeeping Packages Without Spending Hours "Guestimating" Over Proposals And Short changing Yourself! Find out more using this Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: – e-book – the how-to-guide e-book for accounting professionals Also don’t forget it’s essentially what all accounting professionals need to understand as they’re running their business. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/23206727

Advisory Services w/ Joe Woodard 05/18/2022

Advisory Services w/ Joe Woodard Roger and Joe discuss things you can do in business to make sure you are going beyond just providing financial reports but literally stepping into your clients world and helping them do things that can ultimately help them with succession planning. Learn about the six disciplines of advisory from this conversation Financial advisory Technology advisor Operational advisor Knowledge advisor In this episode, you will learn about data information knowledge and wisdom and that road that you play as you help your clients. Joe also speaks on the importance of attending conferences as a way to strategically place yourself in order to gain more knowledge and information to help your clients grow. It’s in these conferences that you will be exposed to upcoming trends and technologies that you can share with your clients and they will perceive you as an expert in your field. This is another episode you’ll be glad you heard so sit back, enjoy and be sure to take some notes. Your Host: , president of Our Guest: As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. Joe is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-2021 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession. Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry. Offers: Register for Joe’s . He is offering a 10% discount that will expire on June 22nd. Please use the coupon code- “UAC” You’ll also want to get a FREE copy of these books that 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 to have the premier accounting business today: – e-book – the how-to-guide e-book for accounting professionals Also, see what you can do to become a t offering quality CFO & Advisory Services following the model. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/22941188

Becoming Creditable w/ Mitchell Levy 05/11/2022

Becoming Creditable w/ Mitchell Levy Roger is happy to bring Mitchell Levy back to the podcast for another timely discussion. They cover a variety of topics beginning with a subject we each need to consider both personally and professionally, the need to bring creditability to the relationships we have. After hundreds of discussions with successful and influential business leaders, Mitchell shares some of his observations and insights including the need for us all to be timely, and punctual. Time is a precious commodity so we all can do a better job respecting our time. Roger and Mitchel also discuss the importance of purpose & passion, but can we also articulate it. What is it we need to do to clearly explain what we do and why it matters? Learn what a CPOP is and how we can communicate it more clearly. There are some important lessons here for us to hear. Then they discuss whether we are listening well to others? Not just hearing but also understanding. I think many would agree, that life can be hard and scary but Roger and Mitchel want to bring some light to the situation. In fact, they clearly point out that we each can fix this, that we individually can make a difference, you perhaps are the difference that is needed in the world, in the life of those you are interacting with. Basically, we each need to be a better person. This is another episode you’ll be glad you heard so sit back, enjoy and be sure to take some notes. Your Host: , president of Guest Name: Global Credibility Expert Mitchell Levy is a 2x TEDx speaker, an international bestselling author of over 60 books, and an executive coach at Marshall Goldsmith’s 100 Coaches. After interviewing 500 thought leaders on credibility, he published a 7-country international bestselling book, delivered a powerful TEDx on humanity, created courses, and created the Credibility Nation membership community to help those live, learn and surround themselves with others on the credibility journey. He's an accomplished Entrepreneur who has created twenty businesses in Silicon Valley including four publishing companies that have published over 750 books. He's provided strategic consulting to hundreds of companies and has been the chairman of a board of a NASDAQ-listed company. Mitchell has been happily married for thirty-one years and prior to covid-19, would regularly spend four weeks a year in Europe with family and friends. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Becoming creditable is a characteristic that is an admirable trait to develop. Listen as Mitchell explains this principle and how it applies to each of us individually. Roger also mentioned this offer that Mitchell is giving the listeners of the podcast, to creditability nation. Go here to sign up and participate in . And then there is the quarterly event, that you are invited to attend. You’ll also want to get a FREE copy of these books that 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 to have the premier accounting business today: – e-book – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/22941080

Working Remotely with Confidence w/ Hossein Dadkhah 05/04/2022

Working Remotely with Confidence w/ Hossein Dadkhah This is easily something we should discuss more often and it’s time we do it now. Listen in as Roger and Hossein discuss the benefits afforded the accounting profession when using technology along with the areas of concern we don’t want to forget. They address both the why and how we should be securing our client data. Of course we try to use technology to work efficiently but we also should consider a multilayered approach to security. In fact, Hossein shares with us the 3-step approach: protection, detection, response He then points out which and where should you be spending your money. This alone is a good reason to not miss this discussion. Have you ever wondered what it means to be an asset custodian? Well, listen in as they consider it and why it matters to accountants. I’m sure you’ve also heard of Ransome Ware, but what should we really know? Then there’s the advice you don’t want to miss, what is the weakest link in our security planning? In fact, what is our first line of defense when it comes to cyber security? Have your notepad ready! Roger and Hossein will also go over a variety of other topics you don’t want to miss: updates and patches Two Factor Authentication, does it help? Let’s understand that as accounting professionals that this is a trust-based business. Among the many things discussed they’ll also go over some perks and benefits available to the profession. Think of this, what does working remotely afford us within the accounting profession? A larger pool of professional talent A endless opportunity in client acquisition. Have you considered becoming a digital nomad? Alright, sit back, listen in and enjoy this conversation with Roger and Hossein. Your Host: , president of Our Guest: Hossein Dadkhah is the president of "ADVANTAGE IT," an IT consulting and cybersecurity advisory firm working with accounting firms across the US and Canada. His focus on strategic partnerships with small and mid-sized accounting firms has enabled him to help them with cyber risk mitigation and increasing operational efficiency. He has more than 20 years of experience in making companies more secure by addressing the most pressing and pervasive cyber risk challenges. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Hossein is offering a call to brainstorm on converting into a virtual accounting firm and see if it makes sense for your firm to go virtual SECURELY. If you are already operating virtually, this is a good chance to perform a high-level security conversation to ensure that you are protecting your clients, their data, and your firm. 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 to have the premier accounting business today: – e-book – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/22930268

Profit, Then What? w/ Manos Cito 04/27/2022

Profit, Then What? w/ Manos Cito As accounting professionals, we are fortunate to see the success of our clients. They individually see their wealth increase but what can we do to help them manage that success. Now that the business owner is profitable what should they be doing with those monies? Listen in as Manos and Roger discuss various options that we can introduce to help them legally limit their tax liabilities, plan for tomorrow, and invest in the business, themselves as well as their key employees. This is the side of business success we need to be more familiar with and be prepared to point them in the right direction. It’s being able to offer additional services beyond accounting to the clients. Manos and Roger consider ways to go beyond accounting to meet the additional needs the clients have. It’s about becoming your client’s Trusted Strategic Advisor with holistic strategic services to legally minimize their tax liabilities. Some topics that came up in the conversation are: Key Man Insurance and how it relates to buy-sell agreements. Keyman, or key person, insuranceis designed to cover critical individuals within a business organization who make significant contributions to its revenue. Deferred Compensation Plans A deferred compensation plan withholds a portion of an employee's pay until a specified date, usually retirement. The lump-sum owed to an employee in this type of plan is paid out on that date. Examples of deferred compensation plans include pensions, 401(k) retirement plans, and employee stock options. They also discuss trusts, charity contributions, investments, donations, and more. It’s all related to Tax Mitigation Strategies. One thing that Manos points out that you’ll want to listen to is why we need to avoid running the business as a hobby. Roger will also bring up with Manos golf and how it applies to business. He shares how it is there he sees the personalities that come out which relate to how people then act in business. You’ll want to hear this as well. Your Host: , president of Our Guest: Manos Cito Manos G. Cito, is the founder, owner, and lead advisor, of BACK9 Advanced Tax Planning Solutions. Manos has over 25 years of diversified financial markets experience. Manos and BACK9 ATPS work with CPAs that are frustrated with their work/life balance, concerned about fee compression, and are worried about the future of their practice. Manos founded BACK9 Advanced Tax Planning Solutions after seeing so many tax professionals struggle to fight the grind of high-volume tax preparation and compliance services for their current clients. Through his affiliation with Elite Resources Team Virtual Family Office, Manos provides access to a national network of partners with industry-leading expertise to provide more proactive, advanced and holistic services/solutions to their clients. This allows the tax professional to increase and diversify revenues, increase revenue per client, reduce the reliance of volume tax preparation and improve work/life balance without prospecting for new clients. Manos graduated from Seton Hall University and began his career as an institutional securities and foreign currency trader. He later moved into sales, brokering, and senior management for several global financial services firms before transitioning into wealth management and financial planning in 2007. Manos is also active in giving back to the community. He is a supporter of the Make-A-Wish Foundation, Society for the prevention of teenage suicide, Seton Hall University, and the Meridian Health Care Affiliated Foundations. He is a past member of the Seton Hall’s Alumni Association Board of Directors, Trading Room Advisory Board, President’s Council on Athletics, and Pirate Blue Athletic Fund. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Manos mentioned this team of professionals is available to help complement the accounting services we offer. Find out more about how you can network with other financial experts to help your clients, being for them their trusted strategic advisors. Go to and get your Free Q&A session / initial discovery call. They also discussed Time Management; an essential element we dare say we all struggle with. See what you can do to apply time-proven strategies to manage your day and work more effectively. Time Management Tools: Roger also offered a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: – e-book For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/22828340

Effective Online Marketing w/ Nate Hagerty 04/20/2022

Effective Online Marketing w/ Nate Hagerty “Nothing happens until you make a sale” or get a client. Regardless of how good we are at the services we offer, without paying clients it doesn’t matter. Listen in to this great conversation that Nate and Roger have to address issues and strategies surrounding online marketing to get the leads you need and how to then nurture them to become paying clients. Tax Marketing sounds great but too often we fail to get it done. Regardless it is essential to grow the business. So, let’s first accept that we all experience a lack follow-through They will also discuss client relations, for example, who are you when it comes to your clients and which are you working with as well to build your business? Let’s define each: Mentor, Contractor, Advisor, Coach Today, marketing and selling are all about doing. They’ll discuss SEO and SEM, considering the short-term and long-term play to build an online presence to attract potential clients and build the business. Pay attention to hear what are 5 to 10 things you can do to improve your online presence? (Keep skyscrapers in mind) Maybe this is a question you’ve asked yourself, is a blog necessary or important to this process? Also, hear what Nate has to say when you play the SEM game, such as are you focusing on your negative keywords? They’ll discuss why is a powerful resource that many don’t leverage and use to build your online presence. Have you claimed your business profile? Think about it. Nate also makes a great point, all roads lead to your website, do you have a call to action there? Consider using surveys as a way to engage your visitors. And of course there is also email marketing, should you be doing it? You need to hear this 😊 In the end, also hear what Nate has to say about “Living in the NOW”! So much to take in. Listen and enjoy this next amazing episode. Your Host: , president of Our Guest: Nate Hagerty Nate is a veteran of the tax and accounting industry for two decades — with a focus on digital marketing — Nate has established a reputation for straight-talk and results on behalf of members and agency clients and has become a widely followed and respected leadership and growth voice to the industry. Nate created TaxProMarketer in May of 2007 in response to demand for relationship-oriented marketing implementation among his coaching clients. Now, 15 years later, the entire TaxProMarketer agency serves clients in the tax & accounting world all across the United States and Canada. Our clients use our services to build relationships with their prospects & existing clients, as well as to grow the value of their practice (for-profits now, and exits later). Before TaxProMarketer, Nate was the Marketing Director of a regional firm in Virginia. This firm grew from a small $50K/year practice to one which took in over $4MM in fee-based revenue (growing in less than ten years), with offices in Virginia, West Virginia, and Tennessee. From 2003 until 2007, he also worked as a coach and consultant to the tax and accounting industry, helping thousands of other practitioners in the US, Canada, Australia, and the UK bring in more clients and lead their teams well. Having founded and sold his first business by the age of 30, Mr. Hagerty (a member of Mensa) is a 3-time “40 Under 40” honoree by (alas, he's now too dang old), has been published widely in industry publications and is the author & editor of two Amazon bestsellers (Breaking the Tax Code, Vols. 1 & 2). The TaxProMarketer Digital Dominance Method not only algorithmically optimizes the various online properties for YOUR practice, but integrates Nate's relationship-building expertise, his passion for effective and clear communication (informed by his English degree from the University of Virginia), and his gift for writing copy that sells. He has been married for 20+ years (he loves his wife even more now) and has seven children -- four of whom they adopted from Ethiopia and Uganda. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As was discussed, do you have your , get it now: https://www.google.com/business/ Be sure to also take advantage of the free assessment and complimentary Lead flow Acceleration session: Roger also mentioned this informative webinar to help you further understand how to best leverage your online presence to get the clients you deserve. It covers topics ranging from marketing to selling using automation and technology with proven strategies and processes to CRM’s. . Discover how to get the accounting & tax clients you deserve by leveraging your online presence using proven automated processes. Also, if you’d like to give back in your community consider a program working with youth such as those shared in the podcast: For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/22828268

This Week on BPAF : Nate Hagerty 04/18/2022

Meaningful Client Relations, H2H w/ Shane Lukas 04/13/2022

Meaningful Client Relations, H2H w/ Shane Lukas Let’s take a moment and discuss FEAR. We can define it but more importantly concur it with preparation. “If ye are prepared ye shall not fear.” D&C 38:30 But how does this apply to an accounting business, you’ll understand, just listen in as Roger and Shane discuss it and the 4 things every accountant should address when running the business. They will also cover things such as: Why “purpose” matters. What difference are we really making? Our Impact / Your Impact – the little bits and pieces that make a difference Next Roger and Shane discuss the power of adding value to the quality accounting services, offering CFO and advisory services. Bringing perspective to the discussion with the business owner. There is a process, a turnkey model to offer advisory services as an accounting professional. Pay attention and you’ll also learn the two essential elements of effective coaching. Your Host: , president of Our Guest: Shane is a business coach, Tedx speaker and strategist. His business, – Inspiring Accountants provides accountants in practice the skills, training and resources to build better firms and to better serve their business clients by providing powerful business growth solutions over and above producing accounts; enabling those accountants and their clients to improve their businesses and achieve a better life as a result. Shane has authored many international best-selling books for business owners and accountants and regularly delivers talks on leadership and business growth solutions his books include the two best-selling books for accountants: Putting Excellence Into (your)Practice: A Proven Roadmap To A Profitable, Sustainable and Value Driven Accountancy Business and What’s Next For Accountants: How to make the biggest threat facing the profession your biggest opportunity. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As part of this episode Shane offered two great additions to your library: Get your FREE copy of the following e-books You’ll also want to get this must-have addition to every accountant’s library to provide to have the premier accounting business today: – e-book Learn more about how you also can give back and make an impact through . You’ll also want to see how you can become a for your clients. Learn how to market, sell, price, offer and fulfill quality CFO advisory and coaching services. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/22642847

Balancing Mental Health & Accountability w/ Ted Paulsen 04/06/2022

Balancing Mental Health & Accountability w/ Ted Paulsen It’s time we talk about us individually, as business owners, entrepreneurs, but also the personal side that we also need to acknowledge as we run the business and work with others. Roger and Ted have an in-depth conversation that covers a variety of topics we all need to consider. For example, as business owners, an Accountrepreneur, are we coping well with the related stresses? What self-talk are we having on a daily basis? What is our relationship with our ego? Are we open to those around you that are ready to help? When interacting with our peers, our employees do we create an environment of belonging that is welcoming to those around us. How well do we hear what is being said, do we understand and practice Innate Listening? Are we being present throughout the day to notice opportunities? When we bring up Mental Health, is it taboo in our relationships either personal or professional? Have you considered how to balance compassion and expectations? Are we able to find the purpose and meaning in what we do? Are we willing and able to become vulnerable and why it is relevant when working with people? Employees, what happens when they are their own advocates and how do we perceive it? What does it take to delegate and are we ready? Do we really trust those we work with? There’s a lot to discuss so sit back, enjoy and don’t forget to take some notes. Your Host: , president of Guest Name: Ted B Paulsen is a team leadership development and business packaging consultant who currently serves as CEO of Lecticon Learning and Development. Lecticon provides employee onboarding technology and professional development support as well as leadership and emotional wellbeing training and employee mental health support under the Blunovus Care brand. With his background as a corporate and securities attorney, beyond founding his own companies, one of which he took public, Ted has assisted business ventures raise hundreds of millions in capital. Having raised 5 children who have grown into a family of 20 with the addition of in-laws and grandchildren, Ted’s family represents his greatest accomplishment. Ted is a “retired” athlete, having worked his shoulders and knees out of a real job. He now enjoys hiking, biking, and golfing. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As was mentioned in the show, consider working with a coach. They bring perspective the situation and help by asking the right questions to address the various things that need your attention while also holding you accountable for the things that are stated to be a priority. Learn more about the offered at Universal Accounting Center by calling 801-265-3777. There is no reason you can’t be in business for yourself but not by yourself with Universal. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/22640489

Your Money Mindset w/ Melissa Houston 03/30/2022

Your Money Mindset w/ Melissa Houston This is a conversation that everyone will be able to relate to. Roger and Melissa keep it professional but will also make this personal. We each have destructive stigmas that we deal with that hold us back, especially when it comes to money. In fact, everyone has a unique money story. As accounting professionals are we inspiring and empowering our clients to be financially successful? It’s not enough that we provide, we also need to be willing to teach business owners, CEO’s their numbers in business so they can create more profit in their business. Ask yourself this, what are the similarities that exist between therapy and coaching? They’ll also discuss how we can and should go ALL IN with our company and work ON our business. Oh, and they’ll also discuss money “mismanagement” and the hole that it can become. Just because we’re accountants doesn’t necessarily mean we are perfect, great, or even good with our own money management, or should it? Have you at times felt like you are living with the imposter syndrome as an accountant? Sit back and enjoy this next conversation. Your Host: , president of Guest Name: Melissa Houston Melissa Houston is the founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. Melissa's seen the bottom and climbed her way back up, she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it. Melissa’s passion is helping business owners go from 6-figure to 7-figure businesses and achieve their personal financial dreams. When Melissa isn’t helping entrepreneurs become better CEO’s of their business, she can be found at the cottage with her husband Jamie, two teen children, and three dogs. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: 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 to have the premier accounting business today: – the how-to-guide e-book for accounting professionals – e-book – the transformative process to apply in business to make profit deliberate and intention As was mentioned in the episode, we are and should become for our clients their strategic trusted advisor. We refer to this as becoming their following the processes outlined in the engagement. This is a great addition to your firm’s offer, an additional revenue stream, and a client retention service. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/22563092

The Details are in the Forecast w/ Martin Zych 03/23/2022

The Details are in the Forecast w/ Martin Zych Okay, this is a conversation that covers some good ground ranging from forecasts, planning, and analytics, to starting a business, technology and so much more. Yes, Roger and Martin are going to cover it all. For example, you’ll learn the 3 big questions you need to consider when drafting a forecast: How big can this thing get? What does it take to do that? What are the levers to pull to make it happen? But that is just the start of it all. How does growth affect cash flow? What is the realistic pace growth can occur? We need to realize that accounting should involve more analytical work. We really should be more involved with our clients, and this is accomplished when using technology to find the time and freedom to do more for our clients. It’s all about leveraging technology. With that said, find out how Jirva came into existence and the benefits you can experience using it and see beyond tomorrow, into the future for your clients. Think of it like this are you ready to jump out of the plane and move beyond accounting to advise your clients? Now is the time to become the for your clients. Hear what Martin also thinks of the future of accounting as it relates to AI (artificial intelligence) and technology. Enjoy the conversation and Stay Curious, Stay GRITTY Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Your Host: , president of Guest Name: Martin Zych Martin Zych is the co-founder and CEO of Jirav. He's career finance & accounting professional, specializing in high-growth tech companies. Previously, Martin was the Finance Director at Limeade and Zephyr Health and a Controller at Atlas Accelerator CFO firm. Over his career, Martin has set up dozens of finance functions and has helped raise over $200 million in funding. He founded Jirav to build the tool he wished he'd had available for him during his whole career as a finance leader at high-growth companies. Offers: This is a special and time-sensitive offer that you don’t want to miss. The first 10 people who (1) sign up for a Jirav demo by emailing Martin’s team at and (2) mention this podcast (Building the Premier Accounting Firm), will receive a free baby stuffed giraffe animal. You know you want this so don’t miss this opportunity. Also, get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: – e-book In addition, you need to work ON your business and consider this for accounting professionals. This is the course designed to help you start your business with confidence, addressing the most common questions faced with operating the business: Marketing Sales Pricing And so much more It’s FREE so and get ready to take some good notes. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/22286276

This Week on BPAF : Martin Zych 03/21/2022

Making SELF a Priority w/ Scott Zarret 03/16/2022

Making SELF a Priority w/ Scott Zarret This is a story of a personal and professional journey which come together nicely. Consider the thought that we are either working to live or living to work. Listen as Scott and Roger review choices made and how we are each finding our path, identifying our passion and purpose and then hopefully living in alignment with it! Trust us, it’s a discussion you don’t want to miss. Life is a journey and the choices we make take us on an adventure, but it is anyone’s guess where it really may take us. Are you open to an adventure? So with that context, let’s also discuss business. Scott is the founder of CPA Academy. How did it start, where is it going and what should we know as it related to the future of Continuing Professional Education, CPE? What should we know about formal online training and education? As you listen, consider the difference between training, certification – confidence, competence and how it applies to you as you offer quality accounting services. This is a conversation we are sure you’ll enjoy. Your Host: , president of Guest Name: With more than 25 years of experience in the accounting profession, Scott Zarret, CPA, is widely recognized for developing innovative and highly successful marketing and sales strategies. Scott's platform () has processed more than 5,000,000 registrations. An alumnus of the University of Maryland’s Robert H. Smith School of Business, Scott began his career in the audit and tax department of what is now . Scott was named as one of the . On a personal note, he loves mountain biking. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Enjoy this free episode recently recorded and create your account with to have access to many other topics. For Additional FREE Resources for accounting professionals for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/22286249

Leveraging a BPO Relationship w/ Melanie Macatangay 03/09/2022

Leveraging a BPO Relationship w/ Melanie Macatangay Let’s start this discussion with the sign so many of us see everywhere we go, “Now Hiring”. It’s affecting our clients and impacting our own ability to grow the business but there are options. Among the things discussed in this episode, Melanie and Roger will address the idea of outsourcing and using remote workers to grow the business. Listen and consider the topics covered and see what this may mean for you now or in the near future as you run your business. This applies to you and your clients so get ready to learn about Business Process Outsourcing, BPO, and how they can help. They’ll discuss the help you can have to grow and save money. Have you considered working with a Virtual Assistant? From Bookkeeping, staff accounting, recording transactions, hiring a CPA and so much more. You may have thoughts that include mitigating risk and staffing issues or working with remote individuals, once something discouraged or frowned upon, but is now encouraged and welcome. Offshore accounting is not new, but it has become the new normal. Now is the time to embrace technology, while still working securely and safely. It’s all about leveraging processes and systems to build the business. This is a timely discussion you don’t want to miss. Your Host: , president of Our Guest: Melanie Macatangay Meet Melanie Macatangay, CEO & Founder of 365BOOKSPRO. Melanie has 10+ years of experience helping small to medium size businesses with their accounting and bookkeeping. She holds a Bachelor of Science in Business Administration with a concentration in accounting, Certified Professional Bookkeeper and QuickBooks Specialist from Universal Accounting. She is a Filipino American and is devoted to providing the best quality financial services to SMBs and SMEs and enjoys helping businesses succeed along the way! 365Bookspro was established in 2015 and is an accounting & bookkeeping business processing outsourcing (BPO) company that helps Accounting, Bookkeeping and CPA Firms from small to medium-sized businesses unlock a superior financial strategy to achieve their financial prosperity! Our experience collaborating with companies in a variety of commercial industries, such as like general contractors, real estate agents, automotive, sales, consulting, construction, and more, has given us a solid reputation with business owners in our community. Their offices are in National Harbor Maryland and in East Asia, Manila Philippines. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As a listener of this podcast consider taking advantage of this great offer to get your first-month service free. Offer ends May 1st,2022. List of suggested software mentioned in the show Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: – the how-to-guide e-book for accounting professionals – e-book Learn how to use processes and technology to leverage your online marketing efforts to grow your business. This is a webinar you don’t want to miss, and see how you can use a proven system to build your business with the clients you deserve. Universal CRM For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: For more information on how you can apply these principles in your business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/22286177

Fortunes are in the Follow Up w/ Dan Rawls 03/02/2022

Fortunes are in the Follow Up w/ Dan Rawls This is a conversation with a friend and successful business owner, in fact the master networker or as some may say, “match maker”. Listen as Dan and Roger discuss the principles of effective marketing. You’ll here topics such as don’t “Rush Rush”, “wherever you are, be there” and so much more You’re going to hear how you can best master group networking dynamics to make the best use of your time when attending and participating in group functions such as conferences, chamber meetings, and many others. A type that you don’t want to miss is that “It’s all in the follow-up”. Learn what that really means and see how you can apply it in your marketing and sales efforts to grow your business. Just know this, the “fortunes are in the follow-up”! Take some notes and get ready for the challenge to reaching out to your past contacts. Now sit back and enjoy 😊 Your Host: , president of Guest Name: Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: – e-book – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/22225895

Financial Modeling with Confidence w/ Ian Schnoor 02/23/2022

Financial Modeling with Confidence w/ Ian Schnoor As accounting professionals the idea of creating or using forecasts or budgets to manage a business is not heard of but financial modeling takes it all to another level. Using Dynamic Models we can more confidently plan for the future and help our clients make more informed business decisions. Listen as Roger and Ian discuss the best practices as well as the common mistakes to avoid. This is a fun and informative conversation that will help you prepare to answer the “What If” questions the client may have. Modeling future ventures or new businesses is a powerful tool to avoid many mistakes in business. Building upon assumptions can help plan for a better tomorrow. Modeling is not accounting but accounting professionals are well-positioned to excel and offer this service to their clients. Get ready to take some notes and perhaps this is a new service to add to your revenue stream in the business to get you paid what you are worth. Your Host: , president of Our Guest: , CFM, CFA Ian is one of the founders of the Financial Modeling Institute in 2017. He oversees the organization including its strategic direction. Ian is also founder of The Marquee Group , a leading provider of financial modeling training, consulting and accreditation. Over the last 20 years, Ian has taught thousands of business professionals and university students around the world. Ian is passionate about teaching and brings a hands-on, interactive approach to every course. Ian teaches at Queen’s University in Canada and is a recipient of the “Instructor of the Year” award in the Master of Finance program at the Smith School of Business. Previously, Ian spent a number of years in the Investment Banking departments at Citigroup and BMO Capital Markets. Ian completed his Bachelor of Commerce Honours degree with academic distinction from the University of Manitoba and has also attained the Chartered Financial Analyst (CFA) designation. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Visit the and become accredited in financial modeling with the Advanced Financial Modeler accreditation. Enter SAVE10 at checkout to save 10%. Webinars Best Practices Top 10 Reasons Balance Sheets Don’t Balance Also get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: – the how-to-guide e-book for accounting professionals to become for their clients a . Next, you also need to request your . Learn the 8 Drivers that determine the value of a business and how they apply to your company. This is a great assessment of what is going well and what needs your attention. For Additional FREE Resources for accounting professionals Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/22225766

Intentional Cash Flow w/ Amber Dugger 02/16/2022

Intentional Cash Flow w/ Amber Dugger Get ready for this thought-provoking conversation that Roger & Amber have as they dive into the principles of money management and how we each view it. For example, consider this, what is the clarity that you really want and experience or do that isn’t tied to money? Think of it like “profit for joy”. This can be accomplished when we reverse engineer our goals. With this focus, we each can work with more purpose and intent. Money Blocks, have you heard of this before, and do you know what it means? You should because it may be holding you back from the success you deserve. It stems from the idea that we need to understand money, how to manage it, and leverage it. Do we realize how much our relationship with money relates to our self-worth, Business investment vs. business expense? This is a perspective you need to have personally and professionally. Is your time contaminated, and what does that mean to you? Regarding your clients, there are 3 questions every business owner needs to know with your help. Pay attention and see what you can do to help answer them for your clients. In fact, what is the value the client finds in the services we offer, it perhaps is the core of what we are bringing to the relationship with our clients. So, remove the distractions, be present and enjoy this thoughtful conversation. Your Host: , president of Our Guest: Amber Dugger Amber Dugger is the founder of Profit For Keeps, a system developed for online entrepreneurs to end the stress and anxiety around numbers. It is a holistic system combining personal finance and business cash flow strategies using Profit First and YNAB (You Need a Budget). She has helped hundreds of coaches implement this system and has helped thousands more calculate revenue goals that actually make sense! She is a certified health coach from I.I.N. and worked in corporate finance for 15 years before venturing out on her own in 2015 and thrives on being location independent. She loves traveling, wine, bicycles, knitting, and a good cup of tea (if in England) and coffee (if in Italy). Sweet Life, Purposeful Money is a high vibe Facebook community of virtual service-based entrepreneurs seeking a group to up-level their money game. Join in the fun here! Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Amber is so kind to share with us all her FREE : Also, this is a course you don’t want to miss. This is a class used with couples, newlyweds, couples and youth to introduce the principles of money management for individuals and households. See what everyone is talking about with this FREE training to help you live debt-free. Register now and in less than an hour, the path to financial freedom will be very clear. Lastly, get a FREE copy of this book all accounting professionals should use to work on their business and become profitable as a Profit & Growth Expert for their clients. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/21934892

SEO for Accountants & More! w/ Kelly Gonsalves 02/09/2022

SEO for Accountants & More! w/ Kelly Gonsalves In this episode of Building the Premier Accounting Firm, you’ll learn what you need to do with your online presence to get people to find you and act, to call or book an appointment to meet with you. We all hear it, again and again, there are things we need to have a profitable and effective online presence: Search Engine Optimization (SEO) Writing Content Blogging But what does this all mean and what do we need to do to be relevant and found online. Roger and Kelly have an in-depth conversation that we all need to hear to leverage our online presence to get clients and grow the business. Ask yourself, are you being found online and are you happy with your online presence? What are the first things first that we all need to consider and prioritize? Get ready to take notes and listen in. Your Host: , president of Our Guest: Kelly Gonsalves Mix a creative mind with a number-cruncher, then throw in a dash of New York City attitude and what do you get? Kelly Gonsalves - a true entrepreneur that is all in, all the time. She has started three companies, including a co-founding role in . Kelly is a force to be reckoned with. Her first endeavor began just five years ago when Kelly founded Totally Booked (TM). The purpose: to assist every small business in becoming more profitable by utilizing efficient accounting processes. Most people would sit back and coast on their success - but Kelly isn't "most people". She's shown no signs of slowing down. In 2020, Kelly founded a new venture, . The major mission of totally seo is simple: to get accounting professionals and app partners more visibility from the audience they desire, so they can focus on creating the strong business they deserve. Where else has this passion for small business solutions taken her? Kelly is a QuickBooks Advanced Certified ProAdvisor (™), a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, as well as the host of Insightful Accountant's QB Talks: App Neighborhood Watch. In her downtime Kelly spends her weekends paddle boarding on the lake with her dog, Nina, cooking up a great meal, or taking on DIY projects at her new home. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: First, do you have a website? If not Next, let’s optimize your website. Reach out to Kelly and find out what you can do with her help to improve your online presence to get you the clients you deserve. There’s also a discount to take advantage of. Check it out: Then we need to see how this all applies to your entire business plan. There’s a for accounting professionals so make sure you’re following the tried and proven steps to building a successful business. Also, understand how you can best leverage your online presence using technology to now automate the marketing and sales process to grow a virtual accounting business. This is a webinar you don’t want to miss. Build your bookkeeping business today following the For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/21933869

A Marketing Strategy That Works w/ Chris Forsey 02/02/2022

A Marketing Strategy That Works w/ Chris Forsey If getting more clients is on the agenda, this is a conversation you don’t want to miss. Roger speaks with Chris about the elements that make up the ideal marketing strategy from identifying the ideal clients, to niching, advertising budget, emotional selling and so much more. This is a fun, heartfelt conversation between two friends you’ll enjoy and find helpful as you work ON your business to get the clients you deserve. Sit back and enjoy, and be ready to take some good notes. Your Host: , president of Our Guest: Chris Forsey Chris is the Co-founder of Learner Park Media, a creative agency in Salt Lake City that provides marketing services and solutions to small businesses. He’s been featured on ABC, NBC, CBS, and Fox as an expert in the field of digital marketing and over the last decade has helped hundreds of entrepreneurs successfully market and grow their business. In his free time, he can be found at the lake or on the mountain with his wife and three kids in Salt Lake City, UT. Book Mentioned in the conversation: Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: UNIVERSAL CRM Take the time to watch Chris go over the various tools, apps etc. that are available to use as we leverage technology to find and acquire new clients. This is a MUST-SEE presentation. Be ready to take some good notes and implement these “best practices” in your business. Watch it now by CLICKING HERE! For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/21897263

Moving Away From Data Entry w/ Moshe Teitlebaum 01/26/2022

Moving Away From Data Entry w/ Moshe Teitlebaum Accounting & bookkeeping is made up of processes and systems, prime to be automated. But what and how is the million-dollar question. Well, this is a conversation with someone committed to using technology and Artificial Intelligence (AI) to do just that. This is a conversation with the founder of such a company. Listen in as Roger has Moshe share his story and give some insights into the process of leveraging technology to help the accounting profession. Automation and accuracy are our friends! It removes the pain points in the work we do to prepare the financial reports for our clients. Your Host: , president of Guest Name: Moshe Teitelbaum Moshe Teitelbaum is a serial entrepreneur; the voice of Israel called him ‘The Jewish Steve Jobs.’ He is obsessed with redesigning antiquated, broken systems. After selling his previous company that changed the world of telecom, he decided to take on the archaic world of bookkeeping and money management. Shtar interconnects accounting applications and bank platforms, upending the archaic and cumbersome world of business payments and invoices by eliminating manual processes. Tomorrow, SHTAR’s comprehensive network will use predictive software that will make human-driven accounting as we know it a relic of the past. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: the event helping accounting professionals have the premier accounting firm in their area. GrowCon is the yearly conference for the owner of an accounting business, accountrepreneurs, to help them focus on the 3 key areas of their business: Marketing & Sales – getting more clients Accounting – offering quality services Production – working efficiently and profitably Be sure to also consider attending PreCon and receive some R&R before the conference. We look forward to seeing you there. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/21800045

Pitching Isn’t Easy But It Pays w/ Precious Williams 01/19/2022

Pitching Isn’t Easy But It Pays w/ Precious Williams Alright, you’ve heard about the 30 or 60-second commercial but would you like to hear from the Pitch Queen how to do them right and with passion and energy. Of course, you do. Now is the time to “represent” and bring the spice to the things you say that describes you, your services as well as what you bring to benefit the client. It’s time to learn the 6 types of pitches from the one and only Precious Williams. Listen to this fun and energetic conversation between Precious and Roger as they explore the language of business when it comes to effectively pitching (presenting) your services. Get out your pen and paper to write down the recipe for a successful pitch. Your Host: , president of Our Guest: Precious Williams Precious L. Williams is a 13-time national elevator pitch champion. She has also been featured on “Shark Tank”, CNN, WSJ, Forbes Magazine, Black Enterprise Magazine, Essence Magazine, the movie “LEAP”. Her current clients include Microsoft, LinkedIn, Google, NBCUniversal, Federal Reserve Bank, Intuit QuickBooks, Harvard University, and more. Precious is a dynamic speaker, effective trainer and 3X 1 bestselling author. Every time you open your mouth, your prospects will be throwing money at you. Learn the simple steps to wow your customer with a perfect pitch with Precious L. Williams the #KillerPitch Master. Convert conversations into currency. Get the tools and tenacity to pitch with power, sell with storytelling and develop a masterful mindset for communication. It’s time for you to learn how to #SlayAllCompetition Precious busts norms and shifts perspectives to help teams own their awesome and bring out their “wow” factor. Your leaders and teams will up their game — on their terms — to develop the cunning, clarity, and confidence that’s been inside them all along. What’s more, they’ll get unstuck and discover a renewed and refreshed energy to own the mindset of the pitch in a way they never thought possible. If you’re ready to go from milquetoast to memorable, attracting and captivating your prospects while closing the sale in an authentic way, it’s time to #pitchforprofit And you can bet, you’re going to have fun doing it! Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: FREE RESOURCE: Take advantage of this wonderful offer from Precious and receive her : As well as your : Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: – e-book – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/21744911

100th Episode This Week on BPAF! 01/17/2022

Selling Accounting Services 2.0 w/ Debra Angilletta 01/12/2022

Selling Accounting Services 2.0 w/ Debra Angilletta Listen as two expert salespeople share their insights; the key elements needed to close the deal and get the clients you deserve. Debra and Roger offer actionable steps that any accounting professional can take to comfortably use to get the next new client. This is an energetic conversation that you are sure to enjoy and use to improve your sales processes. Get ready to take some good notes on topics ranging from: Identifying and using your Inside Voice – your inner voice Sales make the work go round, consider it first things first when it comes to your business. Sales are the things that makes money move, why? Because “nothing happens until you make a sale”! How to use ROI, Return to Investment when making an offer? Listen to Debra as she shares a role play example that you don’t want to miss. Does your offer make sense, for example would you buy from yourself and is the offer related to the desired outcome that the potential client stated? Are you ready to play the confidence game and extend the “no-brainer-offer” What are the 3 common objections and what are they really? Buying Signs! What can you do to creating trust or build rapport and why is it important? And so much more 😊 This is a fast-paced discussion that you may find yourself pausing or even rewinding to take good notes and apply in your business. In the end, anyone and everyone can be comfortable offering their services with confidence. Selling doesn’t need to be scary. So, sit back, listen in, and enjoy this conversation with Debra and Roger. Your Host: , president of Our Guest: Debra Angilletta Debra works with Accountants & Bookkeepers who want clients to see their value, charge more for their services, but are struggling with sales calls. "Sales Mastery" is her personal (and proven!) online e-course that shows you how to become more consultative so that you can become the go-to-expert and get the right clients to easily say "YES" to your offer. Spending the last 30 years in the sales trenches having over 20,000 sales calls, she knows EXACTLY what works (and what doesn't!) when it comes to showing your value vs talk about it. Debra is still active in the sales trenches - closing business for her company as well as other multi-million-dollar companies which include Profit First Professionals and Nemo Media Group. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take advantage of Debra’s offer to receive the This is a tool you want to have at the ready to help you get the clients you deserve. Get a FREE copy of this book all accounting professionals should use to become the Business First Responder that Roger mentioned. This is a must have addition to every accountant’s library to provide to have the premier accounting business today: – the how-to-guide e-book for accounting professionals Be sure to also check out the additional training available to help as you apply principles in your business. Lastly, Debra and Roger also mentioned their work with Profit First Professionals which is based on the book by Mike Michalowicz, . Learn more what you can do to offer CFO related advisory services as a using the engagement process. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/21744872

Having the Confidence to Succeed! w/ Robyn Mons 01/05/2022

Having the Confidence to Succeed! w/ Robyn Mons Have you ever asked yourself the question, “am I enough, good enough” or “am I deserving”? These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don’t need to persist. Let’s discuss the emotions many individuals experience as they start and build their accounting business. This can range from insecurities that may include social anxiety, depression, imposter syndrome and beyond. It’s more than understanding and identifying them, let’s also discuss coping and dealing with each. Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses. Learn what you can do to be in business for yourself but not by yourself. There is no need to experience this journey alone and feel as if you are re-inventing the process when running a successful accounting business. Don’t miss this important and powerful discussion! Consider this, are you at peace with yourself as you work to help others? Wow that is a great question to ask. Then enjoy the conversation as Robyn and Roger discuss other relevant topics that you’ll find interesting. Sit back, get a drink and listen in. Your Host: , president of Our Guest: Robyn Mons is a certified Life and Weight Coach. As a professional, wife and mother, she understands the challenges that come with balancing these three and the mental blocks that keep you from taking the action you desire. Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage your brain is the most important thing you can do to create the lasting results you want in your life. Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible. Her greatest joy is to watch her clients grow and evolve into who they most want to be in the world. Robyn currently lives in Riverton Utah with her husband, Tyler, 4 kids ranging in ages 9-20 and her codependent pup, Dirk the Doodle. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn more about the and to help you have the confidence to run the premier accounting firm in your area. Meet ! Take the next step to receive what you want in business. Also, join us for to work ON your business and become the premier accounting firm in your area. Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/21619334

Bringing Passion to Client Relations w/ Bobby Martin 12/29/2021

Bringing Passion to Client Relations w/ Bobby Martin Bobby and Roger have a timely discussion about industry trends and why they are relevant to know as accounting professionals. From marketing and sales to get the clients we need to grow the business to then working with them as their CFO and advisor. It all starts with a genuine curiosity for business in general. From that we are able to then use industry research to have the edge in business advisory services. You’ve heard it before, information is power, in fact it is the path to asking the right questions. Elevating your accounting services to also include part-time CFO & advisor for your accounting clients is that next level you are looking for to get paid what you are worth. Are you ready to benchmark industries with confidence? It starts when you are ready to put the puzzle together as it relates to your client’s business. Your Host: , president of Guest Name: Bobby Martin is co-founder and CEO of Vertical IQ, a leading provider of Industry Intelligence that helps sales and marketing professionals better understand a prospect’s or customer’s business challenges before, during, and after sales meetings. His focus is on advising and selling to small- and medium size business owners, business leadership, and digital transformation. He is currently an active angel investor and advisor in several innovative start-ups. Through his experience of starting and selling a sales intelligence tool to Fortune 500 firm, Dun & Bradstreet, he’s learned first-hand the challenges and solutions at each stage of entrepreneurial growth which has led to his book, The Hockey Stick Principles. He is a frequent speaker on subjects such as Industry Intelligence, Sales Readiness, and Change Management. has the insights accountants and financial advisors need to provide their clients with guidance informed by the latest industry data. Your small to medium-sized business (SMB) clients look to you for sage advice on the financial drivers impacting their businesses. With Vertical IQ’s Industry Intelligence, you can offer tailored recommendations and become an invaluable asset to their business. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Join us for , the event for accounting professionals to work ON their business. Offers: Bobby shared with us the value of asking the right questions and having access to the executive summary for each industry empowers you to be that expert as you speak with business owners. I invite you to take advantage of this opportunity to receive a FREE demo and learn how you can help your clients using this amazing tool: And don’t forget to In addition to this incredible information, you can also your client’s data to their industry standards. Using this report, you’ll have the resources you need to advise your clients with confidence and competence. Set up a time now to learn how you can use this report in your business to improve your marketing to grow the business as well as offer additional services to get you paid what you are worth as a Profit & Growth Expert. Lastly, be sure to get your FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must have addition to every accountant’s library to provide to have the premier accounting business today: – e-book – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/21586181

The Business Owner Mindset w/ Shannon Vincent 12/22/2021

Giving Back to the Accounting Profession w/ Tiffani Higgins 12/15/2021

Giving Back to the Accounting Profession w/ Tiffani Higgins Imagine offering bookkeeping services on the side, over weekends and weeknights, and having the success to replace the day job income and then deciding to not only do it full-time but also now work to replace your spouse’s income and bring them home to be with the family. DONE, Tiffani did that and so much more! It was because of the freedom and flexibility that come from running her own business she was able to meet the needs that arose when growing the family having twins as well as homeschooling her children. Consider the lessons the children are learning as they witness her success in business. Amazing life lessons and insights that are hard to teach. Hear what Tiffani and Roger discuss and how it relates to the daily challenges we all face as accounting entrepreneurs. For example, what are the common emotions individuals experience when starting a business? Trying to balance the good and bad to stay focused and passionate about the work is key to success. Your Host: , president of Guest Name: , CPA Tiffani Higgins is a CPA, mom of 5 and former bookkeeping business owner. After 4 years of experiencing all the amazing benefits that a virtual bookkeeping business provided to her family (unlimited vacation time, ability to travel, no need to budget, upgraded lifestyle, brand new car, house with a pool and tennis court, paying off debt, etc) she decided to launch the Stay-at-Home Bookkeeper Academy where she could teach other busy moms to follow in her footsteps and create their ideal lifestyle so they could have their cake and eat it too. This allows families to build wealth while still getting to experience every one of their children’s milestones. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Whether you are considering the opportunities associated with starting a bookkeeping business with little or no experience or are ready to build a large accounting business with staff consider following the for accounting professionals. With Tiffani’s help see what more you can accomplish reaching out to the and there check out the Elite Mastermind program. Take the time to schedule a . Check out these resources: Website: Facebook group: Find Tiffani Facebook: Get the for accounting professionals. This is the free course to help you plan your success offering quality accounting services. Here you’ll learn the 4 keys to your success related to marketing & sales, pricing, fulfillment and so much more. Also, don’t forget to get your FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must have addition to every accountant’s library to provide to have the premier accounting business today: – e-book For Additional FREE Resources for accounting professionals Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/21437927

It Started Just Helping A Friend w/ April Pinheiro 12/08/2021

It Started Just Helping A Friend w/ April Pinheiro Hear how April started her journey into business and how it was influenced by her faith in God which ultimately blessed her life in unexpected ways. Each of us have unique stories to share and April’s is amazing and faith promoting. Are you listening to your inner voice? Learn what she has done with confidence to define her offer is such a way that it is clear and concise what the client is receiving and can expect when working with her. It’s her confidence that brings clarity to her messaging. In the end, she provides her clients peace of mind when it comes to the financials associated with their business. Listen to this uplifting discussion that Roger and April have. April shares work / life balance insights as well as marketing tips to help grow the business. Enjoy 😊 Your Host: , president of Guest Name: My name is April Pinheiro. I’m a work-from-home mom of two adorable children Grey and Grace. I have a deep faith in God, which lead me to becoming a bookkeeper. I started in the bookkeeping industry as a night auditor for hotels. Basically, every night I would balance the daily books for the hotel. I did this for about ten years. I took some time off to have my son and daughter, and then in 2019 God lead me to my first client. I officially opened my business in 2020 and have been working exclusively with trades businesses since. We recently became Pure Bookkeeping Certified and now happily tote “Audit Proof Bookkeeping for the Trades”. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: There is a to have the premier accounting firm in their area. Learn the 4 things you need to know to start and build your business with confidence. From marketing to sales, pricing and client retention you don’t want to skip this business building course that you can access for FREE. With that in place, “nothing happens until you have a sale”! From marketing to sales there is a place to start and then a way to nurture your contacts to become paying clients. Leverage your online presence and automate the system to get you the clients you deserve. Attend this powerful and educational webinar to get you the tax and accounting clients you want. and get ready to take some good notes. Lastly, your success is based on your ability to do the work efficiently and profitably. See what you can do to leverage technology using a proven tech stack for accounting professionals. It’s the . April also shared how she is using to manage her business. See what that involves and consider it for your business. For Additional FREE Resources for accounting professionals Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/21406523

Let’s Get More Referrals w/ Stacey Brown Randall 12/01/2021

Let’s Get More Referrals w/ Stacey Brown Randall Stacey and Roger have a great discussion to remove some of the fog surrounding marketing and sales efforts to grow your business and get the clients you deserve. As accountants we can track out efforts, the Return On Investment (ROI) based on time and money, so what should we be doing? From prospecting efforts to referrals, this is a thought-provoking discussion that you don’t want to miss. Listen and find the holes that may exist in your marketing and sales process so you can plug those holes and get the clients you deserve. It’s time to leverage the power that comes with a referral. Get better qualified introductions and more of them applying these principles that Stacey shares. These are actionable things that we can do today and build into our business sales process. You’re going to love this. Your Host: , president of Our Guest: Stacey Brown Randall Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Grow Your Business podcast and national speaker. She has had the privilege of helping well-known corporations and franchises, but her focus is on small business owners, solopreneurs and sales professionals. Stacey’s programs are uniquely tailored to help you take control of your referrals, your client experience and crush your goals. Stacey has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, CEO World, Fox News and more. She received her Master’s in Organizational Communication and is married with three kids. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take advantage of Stacey’s FREE, 9 Question Referral Ninja Quiz – or See how you can climb the 3 levels to become a master level referral generator As you work hard to get the contacts, prospects and referrals learn what you can do to leverage a tech stack to manage them. There are proven processes you can follow to nurture your leads to become you new clients. This is a webinar you don’t want to miss. and see how you can automate the steps to build your business with the accounting and tax clients you deserve. For Additional FREE Resources for accounting professionals Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/21247955

Breaking Free From The Imposter Syndrome w/ Trokon Pope 11/24/2021

Breaking Free From The Imposter Syndrome w/ Trokon Pope Think of it, finishing college, working within the community, and then starting your accounting business. Trokon shares with Roger what it took to get the confidence and competence to start the accounting business. He points out the 3 things that made the difference to insure his success in the first year. It’s like a franchise without the royalty fees. Trokon is quick to point out that getting clients is priority #1. Hear the mantra he uses to stay focus and make sure it is a win/win relationship when working with a client. In the process the discuss the Imposter Syndrome and how he was able to work past it to offer his clients the quality accounting services he knows they deserve and get paid what he is worth. This is a fun and informative episode you don’t want to miss. Your Host: , president of Our Guest: Trokon Pope is the owner of TRP Accounting Services LLC located in Hightstown, NJ. Trokon is a Certified Professional Tax Preparer, Profit & Growth Expert, Intuit QuickBooks Online Advanced Certified ProAdvisor, Certified Life and Business Coach, and Fathom Advisor. He is a father of three, soon-to-be four, loving boys and the husband to his life partner Deyonna Pope, who is the co-owner of C.O.D.E. 2.0 located in Burlington, NJ. He graduated from Thomas Edison State University located in Trenton, NJ in 2020 with his BSBA in Accounting Studies and opened TRP Accounting Services in September of 2020 which in its first year of operation generated over $60,000 in gross revenue. TRP Accounting Services currently offers bookkeeping, tax planning/preparation for business and individual income tax filers, monthly expert consultations, and many more accounting services. He currently is the Northern Regional Director of Partnership for Successful Living which is a not-for-profit that provides Support Coordination Services to individuals born with a developmental disability. He has been in leadership positions for over 15 years and excels at creating efficient workflows, policies, and procedures. As an accountant, Trokon enjoys working with small to medium size businesses that provides services. His goal is to assist new and current business owners with getting a better understanding of their business’s financial position so they can make better business decisions. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to become the premier accounting firm in their area Offers: Become a Get the training, certification and coaching to offering quality tax planning and preparation services. Learn what you can also do to automate your market efforts to get the clients you deserve. Attend this Now for free! In addition to offering quality accounting and tax related services you need to also enlighten your clients with CFO Advisory and Coaching Services. See what you can do improve client relations and retention increasing the revenue per clients as a Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must have addition to every accountant’s library to provide to have the premier accounting business today: For Additional FREE Resources for accounting professionals Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/21102701

Building the Premier Accounting Firm

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