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.

This Week on BPAF : Patience Rose 12/30/2024

Rewind : Communicating with Your Clients Clearly and Effectively with Femke Hogema 12/28/2024

From Music to Business Mastery: How to Transfer Knowledge w/ Greg DeVore 12/25/2024

From Music to Business Mastery: How to Transfer Knowledge w/ Greg DeVore Join Roger Knecht, president of Universal Accounting Center, as he delves into strategies for building successful accounting firms with insights from industry leaders each week on Building the Premier Accounting Firm. In this episode, Greg DeVore, co-founder and CEO of ScreenSteps, shares his inspiring journey from music composition to entrepreneurship, driven by personal challenges and a need for effective knowledge transfer. Key Themes: From Music to Entrepreneurship: Greg describes his transition motivated by the need for health insurance for his premature son and how his experiences with GE highlighted the importance of knowledge transfer in improving employee engagement. Challenges of Tribal Knowledge: Roger discusses inefficiencies and inconsistencies in onboarding and service delivery due to reliance on tribal knowledge and the necessity of clear standard operating procedures (SOPs) for consistent outcomes. Revolutionizing Training and Onboarding: Greg talks about developing tools to facilitate knowledge dissemination, especially in underutilized medical equipment, emphasizing SOPs to anticipate employee forgetfulness, reduce stress, and improve customer satisfaction. Empowering Through Simplified Learning: Roger suggests shifting from traditional teaching to empowering individuals with task analysis and performance indicators, proposing recipe-like formats for knowledge to enhance learning and onboarding. Introducing Universal CRM: Roger describes automating client processes to boost employee morale and productivity, and bridging knowledge gaps with ongoing training for current employees. Entrepreneurship and Flexibility: Greg reflects on the flexibility entrepreneurship offers, particularly during family challenges, emphasizing continuous learning and flexible work arrangements for parents. Efficient Knowledge Sharing: Roger discusses a book offering a replicable success approach with knowledge-based products and introduces the “knowledge operations flywheel” for efficient sharing. Profitability in Accounting: Roger encourages accountants to implement processes prioritizing profit, integrating marketing, accounting, and production, exploring profitability principles from the book “In the Black.” Advanced Training Methods: Greg explores “star training” to foster accountability and efficiency, promoting ongoing professional development through resources like curated playlists and an annual conference. Resources: Universal Accounting Center’s tools and resources for accounting professionals. Access to curated playlists and information on the annual conference for networking and learning opportunities. Join us in exploring how effective knowledge transfer and innovative training methods can transform accounting firms and foster continuous growth and success. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: - In Find & Follow, Greg & Jonathan DeVore provide the key to solving the knowledge transfer problem and transforming your business. Don’t spend another day wasting your and your team’s time relying on tribal knowledge – Create a Culture of Accountability. This is a training to help understand and implement clear expectations. Easy to implement, quick to experience results. We refer to it as the 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 today: – 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. – 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. - Understand the 3 Core Accounting Services (CAS - Client 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 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. Follow the . This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. to see this presentation and learn what you can do today to identify and engage with your ideal clients. 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. Register to attend and 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. Topical Newsletters: Lastly, get your 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 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 to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/34542505

This Week on BPAF : Greg Davore 12/23/2024

Rewind : Starting the Business on a Shoestring and Believing in Yourself w/ David Jenyns 12/21/2024

Leadership Alchemy: Jessper Maquindang’s Guide to Transforming Accounting Firms with Culture and Connection 12/18/2024

Leadership Alchemy: Jessper Maquindang’s Guide to Transforming Accounting Firms with Culture and Connection Welcome to another insightful episode of “Building the Premier Accounting Firm,” where we dive deep into the crucial practices that firm owners need to shape a thriving accounting practice. This week, our focus is on the pivotal roles of leadership and workplace culture, essential components for any firm aspiring to excellence. Join your host, Roger Knecht, as he engages in a compelling conversation with our guest, Jessper Maquindang. Jessper is a renowned expert in leadership strategies and organizational development, particularly within the accounting industry. In this episode, Jessper Maquindang shares his wealth of knowledge on fostering a dynamic workplace culture that encourages growth and innovation. Together with Roger, they explore the nuances of leadership skills that are vital for inspiring teams and nurturing an environment of trust and collaboration. Jesper’s insights are not just theoretical; they are practical strategies that have been proven effective in real-world settings. Here are some of the main themes of the episode: Key Leadership Skills: Public Speaking & Listening: Inspire and include employees. Private Speaking & Listening: Foster confidential coaching and self-reflection. Confidentiality: Essential in private conversations to maintain trust. Motivation Tactics: Public praise and discreet criticism are recommended. A Model for Mentorship: Jessper emphasizes “LIFE” principles: Listening, Innovation, Futuristic Thinking, and Encouragement. Highlights the importance of active listening, innovative ideas, a clear mission, and positive feedback to create a supportive and engaging team environment. Addressing Remote and Hybrid Work Challenges: Personal check-ins and regular team meetings are suggested to enhance relationships and prevent burnout. A shift from traditional leadership to empathetic and adaptable approaches is encouraged, empowering team members and facilitating conflict resolution. Personal Leadership Experiences: Importance of a clear mission statement and openness to feedback for motivation and success. Quotes John Maxwell on the joy of helping others grow and advocates for serving others as rewarding. Additional Resources: Mention of the STAR program for accountability. Networking opportunities at GrowCon. Support from Universal Accounting for business needs. Tune in to explore how these insights can help you build a premier accounting firm with a thriving workplace culture. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As a Behavioral Elements Certified Guide, I invite you to take the . Risk-free. No strings attached. I just want to start empowering you on your leadership journey. Learn more about the , building a culture based on accountability: https://www.uacourses.com/courses/s-t-a-r-hr-training 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 today: – 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. – 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. - 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 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 your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. 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 . 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. Topical Newsletters: Lastly, get your 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 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 to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/34497160

This Week on BPAF : Jessper Maquindang 12/16/2024

Rewind : Technology And How It Applies In Accounting w/ Clayton Oates 12/14/2024

From Homeschooling to E-Commerce Success: Cyndi Thomason’s Profit-First Journey 12/11/2024

From Homeschooling to E-Commerce Success: Cyndi Thomason’s Profit-First Journey Welcome to this episode of “Building the Premier Accounting Firm,” where we delve into the transformative power of specialization and self-sustaining business models in the accounting industry. Today, we are joined by the remarkable Cyndi Thomason, a Certified Profit First Professional and the visionary founder of Bookskeep. Cyndi has carved a niche in the e-commerce world by implementing innovative strategies that enhance profitability and operational efficiency. Together, we’ll explore her journey from a diverse clientele to becoming a leader in e-commerce specialization, the benefits of niche focus, and the importance of building a resilient, independent business. Get ready for an inspiring discussion on balancing professional growth with personal life, and discover actionable insights to elevate your business to new heights. Cyndi’s Journey to Profitability in E-Commerce: Began by helping a friend, leading to the adoption of Mike Michalowicz’s “Profit First” methodology. Transitioned from a diverse client base to specializing in e-commerce, addressing specific challenges like technology and inventory management. Niche Specialization Benefits: Improved systems and targeted marketing strategies. Co-authored “Profit First for E Commerce,” focusing on inventory solutions and client narratives for relatability. Gained speaking opportunities and adapted to online advisory roles, particularly for women-owned brands. Delegation and Business Independence: Emphasized the importance of transferring processes to team members to ensure business sustainability. Implemented a four-week leadership vacation to identify organizational gaps and encourage autonomous decision-making. Personal experiences underscored the necessity of a dependable team during crises, allowing personal time for family. Balancing Business and Personal Life: Discussed challenges women face in balancing home and business duties, advocating for a supportive network. Outlined three stages of business ownership: job holder, enjoying ownership benefits, and becoming an investor or visionary. Transformation and Growth: Cyndi’s evolution from a homeschooling mother to a successful e-commerce business owner using a profit-first approach. Collaboration with Michalowicz and niche specialization catalyzed significant business growth. Conclusion: Encourages serious approaches to life and business. Thanks to Cyndi for her insights. Promotes resources and networking opportunities for further business improvement. Call to Action: Explore the “Profit First” method for enhanced business profitability. Consider niche specialization to address specific industry challenges effectively. Build a reliable team to support business operations and personal priorities. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Vist Cyndi’s website: 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 today: – 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. – 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. - 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 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 your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. 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 . 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. Topical Newsletters: Lastly, get your 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 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 to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/34373330

This Week on BPAF : Cyndi Thomason 12/08/2024

Developing Your Blueprint for a Leading Accounting Firm w/ John Hewitt 12/04/2024

Developing Your Blueprint for a Leading Accounting Firm w/ John Hewitt Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht. This episode features special guest John Hewitt, a leading strategist in building accounting firms from the ground up. Join us as he shares his wealth of knowledge in business development to guide you in transforming your accounting practice into a leading firm. Main Highlights: Understanding the Landscape: John provides expert insights into the current accounting industry, highlighting what sets a premier firm apart from the rest. Strategic Planning: John shares his perspective on setting clear goals and developing strategic plans that align with a vision for growth and excellence. Client-Centric Approach: Roger and John emphasize focusing on client needs and building long-lasting relationships that drive success. Innovation and Technology: John discusses the role of technology in modern accounting and how to leverage it for efficiency and competitive advantage. Team Development: Roger and John explore the importance and process of cultivating a skilled and motivated team to support your firm’s objectives. Brand Building: Discover John’s strategies for establishing a strong brand identity that resonates with your target audience. Join Roger Knecht and John Hewitt as they offer expert advice and actionable insights to help you elevate your accounting practice to premier status. Whether you’re a seasoned accountant or new to the field, this episode is your roadmap to success in the accounting industry, enriched by John Hewitt’s wealth of experience. If you’re feeling curious about starting your own firm, or want help implementing some of John’s strategies at your practice, call 435-344-2060 to connect with Universal Accounting Center’s team of experts. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: John has been kind enough to offer you a complimentary copy of his book “iCompete” Go here to take advantage of this opportunity: And for fun, here’s an MP3 version to enjoy: Also, now is the time to become a skills tax professional, offering quality tax planning & preparation services. See now what you can do to become a 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 today: – 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. – 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. - 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 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. In addition to becoming an author, see what you can do to follow the . 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. Topical Newsletters: Lastly, get your 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 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 to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/34275930

This Week on BPAF : John Hewitt 12/02/2024

Rewind : The Riches are in the Niches to Build a Multi-Seven Figure Accounting Business with Jody Grunden 11/30/2024

Client Engagement and Go-to-Market Strategies w/ Michael Haynes 11/27/2024

Client Engagement and Go-to-Market Strategies w/ Michael Haynes Welcome to another exciting episode of Building the Premier Accounting Firm with Roger Knecht. In this episode Roger highlights the journey of Michael Haynes from corporate roles to supporting small and medium-sized businesses, focusing on effective go-to-market strategies and customer engagement for accounting firms. The discussion provides actionable insights for business owners in bookkeeping, accounting, and tax services, emphasizing the importance of understanding client needs and fostering strong relationships. Key Highlights: How Michael Started in B2B: Transition from corporate roles to aiding small businesses. Insights gained from volunteering in Peru, emphasizing simplicity and customer care. Understanding Client Needs: Importance of tailoring services to small businesses that lack large corporate resources. Necessity for firms to understand decision-making processes of ideal B2B clients. Go-to-Market Strategies: Comprehensive client acquisition and retention plans. The “buyer AIR driven go-to-market framework” focusing on content creation, micro events, and strategic collaborations. Customer Engagement: Utilizing webinars, Q&A sessions, and collaborations to build trust and authority. Importance of client interviews and workshops for gathering insights. Client Relationship Management: Emphasis on post-transaction management and tailored onboarding. Understanding customer acquisition costs and lifetime value for resource allocation. Effective Listening: Critical for understanding firm dynamics and market conditions. Encouragement for accountants to inquire more about clients’ business models. Critique of Marketing Strategies: Importance of prioritizing client needs over tactical marketing. Urging a business plan focused on exceptional service. Inspiration and Networking: Michael shares transformative experiences from South America. Promotion of networking and learning opportunities through GrowCon and Universal Accounting’s resources. This episode provides essential strategies for small accounting firms to thrive by adopting customer engagement techniques from larger corporations, ultimately positioning themselves as trusted advisors. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: My B2B Go to Market Playbook for SMB Professional Service Firms. It is a free download that is available at 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 today: – 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. – 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. - 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 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 your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. 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 . 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. Topical Newsletters: Lastly, get your 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 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 to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/34126306

This Week on BPAF : Michael Haynes 11/25/2024

Rewind : From One to Many, the M&A Approach to Growing an Accounting Business with Alan Long 11/23/2024

Empowering Women Entrepreneurs: Jamie Van Cuyk’s Guide to Mastering Hiring and Leadership 11/20/2024

Empowering Women Entrepreneurs: Jamie Van Cuyk’s Guide to Mastering Hiring and Leadership This insightful episode of Building the Premier Accounting Firm delves into the journey and expertise of Jamie Van Cuyk, a hiring consultant dedicated to empowering women small business owners. With a robust background in leadership, Jamie transitioned from corporate operations to consulting, focusing on refining her hiring and leadership skills. The discussion centers around her mission to improve hiring processes, ensuring alignment with team dynamics and management styles, which she also explores on her podcast, “Growing Your Team.” Key Highlights: Jamie’s Background: With over 15 years of experience in leadership, Jamie shares her transition from corporate operations to becoming a consultant. Her focus is on aiding small business owners in overcoming hiring challenges that lead to ineffective teams. Passion for Consulting: Roger and Jamie explore her shift from managing accounts and participating in mass hiring to discovering a passion for consulting, particularly in refining hiring practices for small businesses. Challenges for Women Entrepreneurs: The episode highlights societal pressures faced by women entrepreneurs, including the need for flexibility due to family commitments and biases related to age and gender. Overcoming Self-Perception Issues: Advice is given on overcoming self-doubt and improving client positioning, emphasizing the importance of self-awareness and attracting clients who value expertise. Roger offers advice for dealing with Imposter syndrome, encouraging confidence based on skill. Structured Hiring Process: A detailed interview process is outlined, beginning with defining an ideal candidate profile and crafting effective job postings. Emphasis is placed on focusing on skills over passion during interviews, especially for small businesses. Interview Stages and Personality Assessments: The recommended process includes two interview stages and the use of personality assessments to ensure a comprehensive understanding of candidates. Challenges in the Accounting Profession: Specific hiring challenges in accounting are discussed, highlighting the need for careful screening due to limited training resources in smaller companies. Join us as we explore Jamie Van Cuyk’s insights and strategies for successful hiring, leadership, and overcoming the unique challenges faced by women entrepreneurs. For more information on how you can start or grow your business, including certification training for bookkeeping and tax preparation, call 435-344-2060 to connect with Universal Accounting Center’s team of expert mentors and coaches. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Check out her on-demand free webinar series: How to Find Employees Who Are Worth Their Paycheck Link: 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 today: – 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. – 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. - Understand the 3 Core Accounting Services (CAS - Client 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 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. Follow the . This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. to see this presentation and learn what you can do today to identify and engage with your ideal clients. 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. Register to attend and 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. Topical Newsletters: Lastly, get your 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 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 to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/34025862

This Week on BPAF : Jamie Van Cuyk 11/18/2024

Rewind : Cost Segregation, a Unique Specialized Service for Accounting Firms with Robby Romero 11/16/2024

Revitalize Your Business Passion: Tanya Fox’s Five-Step Blueprint for Success 11/13/2024

Revitalize Your Business Passion: Tanya Fox’s Five-Step Blueprint for Success Join Roger Knecht, president of Universal Accounting Center, as he delves into the world of successful accounting firms with Tanya Fox, an accountant since 1998 and author of “How to Collaborate" on this exciting episode of Building the Premier Accounting Firm. This episode explores Tanya’s five-step framework for reigniting entrepreneurial passion and enhancing profitability through effective collaboration. Main Themes: Tanya’s Entrepreneurial Journey: Inspired by a love for cash registers, Tanya transitioned from working for the Canadian government to launching her own firm. Her entrepreneurial spirit is mirrored in her daughter’s ambition to run a salon, highlighting a shared desire to escape corporate constraints. Collaboration as a Business Tool: Tanya’s book emphasizes collaboration as a means of business growth, drawing from her own experiences of bartering due to cash flow challenges. She transitioned from solo work to fostering partnerships, stressing the importance of genuine engagement over immediate sales tactics. A preview of her Five-Step Framework for Business Revitalization: Step Back and Analyze: Use financial reports to identify issues. Define Your True Goals: Clarify personal success, balancing work-life and financial needs. Assess Feasibility: Evaluate if current business models require a pivot. Writing and Publishing Insights: Tanya shares the challenges of writing her book, aimed at low-income entrepreneurs, and overcoming publisher rejections. Introduces “anger journaling” to identify team role mismatches, boosting morale and productivity. Creating a Positive Work Environment: Address team issues through humor and recognition, using a recognition board to strengthen collaboration. Tough decisions, like letting go of non-fitting members, are vital for team health. Evolving Definition of Success: Tanya reflects on valuing time with family and helping others celebrate their achievements, advocating for resources that support unconventional thinking. Tune in to discover how Tanya’s framework can help breathe new life into your business and foster meaningful collaborations. For more information on how you can start your accounting firm like Tanya did, call 435-344-2060. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: People can grab copies of my book “How to Collaborate”: 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 today: – 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. – 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. - Understand the 3 Core Accounting Services (CAS - Client 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 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. Follow the . This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. to see this presentation and learn what you can do today to identify and engage with your ideal clients. 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. Register to attend and 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. Topical Newsletters: Lastly, get your 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 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: /episode/index/show/premieraccountingfirmuac/id/33908872

This Week on BPAF : Tanya Fox 11/11/2024

Rewind : There’s a Personal Side to the Accounting Services We Offer w/ Martin Bissett 11/09/2024

Marketing with Charisma w/ Gaynor Meilke 11/06/2024

Marketing with Charisma w/ Gaynor Meilke In this enlightening episode of Building the Premier Accounting Firm Roger Knecht interviews Gaynor Meilke, a seasoned business strategist and certified transformational coach. As the owner of Charisma Ink, Meilke shares her journey from corporate marketing to becoming a vital resource for growth in the tax and accounting sectors. Key Themes: Journey to Success: Gaynor Meilke discusses her professional path, highlighting her B2B marketing experience and her mission to support accounting and tax professionals in business growth. Mindset and Operational Challenges: Meilke underscores the internal pressures entrepreneurs face in the accounting industry, which can affect mental health. She emphasizes the importance of addressing these challenges through professional help and open discussions to dismantle the stigma surrounding mental health. Humanity in Business: The conversation advocates for respectful communication and strategic planning to foster a healthy work environment, enhancing both efficiency and profitability. Operational Efficiency: Documenting operational procedures is crucial for efficient delegation and improved client service, contributing to overall business success. Effective Marketing Strategies: The episode explores lead generation through structured sales funnels, highlighting the importance of identifying ideal client profiles and understanding client lifetime value. Thought Leadership and Influence: Meilke discusses ghostwriting and the true essence of influence in accounting, focusing on the genuine desire to help others and outlining eight elements for effective influence. Mentorship and Networking: Accountants are encouraged to view themselves as business advisors and to explore partnerships and networking opportunities, such as GrowCon, to expand their service offerings. Gratitude and Community Benefit: The conversation promotes maintaining a healthy mindset, expressing gratitude, and leveraging expertise for the greater good. Listeners are invited to explore the podcast further for insights on building premier accounting firms and are encouraged to participate in events like GrowCon for networking and educational opportunities. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Free resources and a strategy call for firms - Marketing and Strategy Call 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 today: – 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. – 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. - 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 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 your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. 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 . 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. Topical Newsletters: Lastly, get your 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 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 to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/33677482

Rewind : Marketing with Purpose, Working Broadly with Adrian Dayton 11/02/2024

Culture Counts: Rick Watson on Building a Premier Accounting Firm with Purpose and Trust 10/30/2024

Culture Counts: Rick Watson on Building a Premier Accounting Firm with Purpose and Trust In this insightful episode of Building the Premier Accounting Firm, host Roger sits down with Rick Watson, who shares his transformative journey from humble beginnings to managing substantial assets. Rick dives into the challenges he faced, particularly the high attrition rates in the insurance industry, and emphasizes the critical factors for entrepreneurial success: hard work, branding, and referrals, as outlined in his book “A Firm Worth Building.” Key Highlights: Entrepreneurial Sacrifices and Success: Roger and Rick discuss the importance of hard work and perseverance in overcoming industry challenges. They explore the pivotal role of branding and referrals in business growth. The Power of Company Culture: Rick explains how culture is a reflection of leadership and its influence on business dynamics. They explore ways which aligning company values improves hiring, client relationships, and employee engagement. The significance of company culture in shaping professional and personal interactions. Leadership and Culture Dynamics: Drawing parallels between business and family dynamics. Strategies for maintaining a cohesive culture in remote work settings. Concepts like “trust compression” and “breaking bread” to foster connections. Building Trust and Rapport: The role of edification—speaking positively about colleagues—in strengthening trust and respect. Enhancing service quality and client satisfaction through positive communication. Networking and Personal Connections: The importance of networking for credible referrals and business credibility. Methods to intentionally shape and uplift company culture through positive interactions. This episode is a must-listen for entrepreneurs seeking to enhance their business’s culture and growth, offering practical advice and resources to create a firm worth building. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a free book by buying the book on Amazon and sending me an email showing a copy of the review. We will respond by sending you a check for the book. Also mentioned on the show was the , the process to create a culture based on accountability. Learn more what you can do to proactively manage those you are working with to achieve clear objectives and take care of your clients. Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a today: – 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. – 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. - 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 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 your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. 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 . 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. Topical Newsletters: Lastly, get your 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 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 to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/33677407

This Week on BPAF : Rick Watson 10/28/2024

Rewind : The Evolution Of Accounting and How It Applies To The Services We Offer Today with Andy North 10/26/2024

How to Craft Standout Marketing for an Accounting Firm in 2024 w/ Daniel Den 10/23/2024

How to Craft Standout Marketing for an Accounting Firm in 2024 w/ Daniel Den Welcome to another insightful episode of Building the Premier Accounting Firm with host Roger Knecht. Today Roger delves into strategies for differentiation and market leadership tailored for bookkeeping, accounting, and tax business owners with marketing expert Daniel Den. Daniel shares transformative insights on how to thrive in the competitive landscape of 2024 and beyond. Key Discussion Points: X Factor Methodology: Daniel explains how his powerful approach has helped over 20,000 clients distinguish themselves in their markets. He recounts his journey from running a party business to becoming a successful internet marketer. Embracing Individuality: The episode emphasizes the importance of unique characteristics in building a standout brand. The “celebrity code” strategy is discussed as a means to develop a distinctive identity and foster community through shared values. Understanding Your Audience: Tailoring marketing messages to specific target audiences or “avatars” is crucial. For accountants, this means identifying niches, such as older real estate investors, to effectively reach and resonate with them. Avoiding Commoditization: Generalists face challenges in saturated markets. Daniel and Roger highlight the need to create a “wow factor” and unique service experiences to prevent being viewed as a commodity. Relationship Dynamics: Niche marketing and personal client interactions can significantly enhance customer experience and loyalty. The episode references the book “Ideas That Influence,” which provides strategies for effective marketing and memorable advertising. Successful Advertising Examples: Learn from successful campaigns like Blendtec’s “Will It Blend?” and discover how accountants can transition from service providers to trusted advisors, improving clients’ financial literacy. Essential Marketing Pillars: The discussion outlines nine crucial pillars for effective marketing, with a strong emphasis on the necessity of uniqueness to stand out in 2024. As we wrap up this episode of “Building the Premier Accounting Firm,” it’s clear that standing out in the competitive market of 2024 requires a blend of innovation, individuality, and strategic networking. Daniel Denn’s expertise offers a roadmap for accounting professionals to not only navigate but excel in the ever-evolving landscape. By leveraging the X Factor Knecht Methodology and embracing your unique attributes, you can carve out a niche that speaks directly to your ideal clients, fostering stronger relationships and loyalty. The importance of understanding your audience cannot be overstated, as Daniel and Roger highlight in this episode. Thriving in this competitive landscape isn’t just about keeping pace—it’s about setting the pace. With the resources and strategies discussed, you’re well-equipped to turn your accounting firm into a premier entity that stands out and succeeds in today’s dynamic market. Thank you for joining us, and we look forward to continuing this journey with you in future episodes. Call 435-344-2060 for more information. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Go to to grab your free book PLUS free box experience, just pay shipping and handling 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 today: – 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. – 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. - 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 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 your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. 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 . 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. Topical Newsletters: Lastly, get your 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 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 to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/33578987

Rewind : Moving Beyond The Work To Become Relevant To Our Clients w/ David Cristello 10/19/2024

The CEO’s Journey: Navigating Leadership and Growth in Accounting Firms w/ Scott Ritzheimer 10/16/2024

The CEO’s Journey: Navigating Leadership and Growth in Accounting Firms w/ Scott Ritzheimer In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht and guest Scott Ritzheimer explore the journey to achieving predictable success and sustaining growth in accounting firms. The conversation delves into the pivotal role of leadership, employee satisfaction, and stakeholder contentment in driving organizational performance. Key Highlights: Scott’s Journey: Scott shares his transition from ministry training to the accounting world, recounting how he revitalized a failing business by shifting from task execution to effective management, leading to significant growth. Leadership Dynamics: Scott emphasizes the importance of maturity and interpersonal skills over age, particularly as a young manager leading older employees. The episode underscores the need for clear delegation and outlines how founders can evolve through business stages without external validation. Transition Challenges: Founders often struggle with the shift from doing to leading, driven by dissatisfaction with current systems. Scott discusses the high failure rates and harsh realities faced by startups, stressing the need for simplifying core activities and moving beyond a job mentality. Growth and Complexity: As businesses grow, founders face overwhelming responsibilities and financial pressures, including hiring challenges. Scott likens business management to parenting, highlighting the rewards of patience and relationship-building with employees. Evolving Leadership Roles: The episode explores the transition from hands-on leadership to a CEO role, comparing it to a quarterback becoming a coach. Emphasis is placed on supporting and trusting teams, with each leadership stage building on the previous one. Overcoming Later Stage Struggles: Founders often resort to past methods, leading to frustration. Scott advocates for awareness of necessary changes, highlighting successful CEO traits like service and humility, and promoting delegation and collaboration. Join Roger and Scott as they unpack the nuances of leadership and growth, offering practical insights for accounting, bookkeeping, and tax business owners striving to build premier firms. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn the 7 stages of building a business and how you can get to the next level. DOWNLOAD YOUR FREE COPY OF: The Founder’s Evolution 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 today: – 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. – 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. - 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 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 your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. 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 . 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. Topical Newsletters: Lastly, get your 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 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 to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/33478217

Building the Premier Accounting Firm

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