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.

From Rocket Science to Financial Frontiers: Ben Risser’s Journey as a Visionary CFO 05/08/2024

From Rocket Science to Financial Frontiers: Ben Risser’s Journey as a Visionary CFO Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht, the podcast for owners of accounting businesses and accounting professionals. Today, Ben Risser, the visionary behind Provident Financial Services, joins Roger to share his unique path from aerospace engineering to becoming a highly sought-after fractional CFO. Here are the main themes from the episode. The Multifaceted Role of a CFO: Ben sheds light on the critical importance of CFOs in working alongside business owners. He emphasizes the role of CFOs in ensuring financial clarity, fostering growth, and managing cash flows efficiently. Transitioning Careers: Hear about Ben’s remarkable journey from the world of aerospace engineering to real estate, and finally to finance, where he has made a significant impact. Ben’s story is a testament to the power of transferable skills and the importance of financial intelligence in any industry. Financial Intelligence for Small Businesses: Roger and Ben discuss why clear reporting and a deep understanding of a company’s financial trajectory are non-negotiable for small businesses. The Evolution of Financial Roles: Roger and Ben explore the shift from traditional compliance roles in finance to more advisory positions. Ben discusses how this evolution affects businesses and the growing need for financial education among executives. Support Systems: The significance of family support and the impact of personal relationships on professional success form a heartwarming part of Ben’s story. It’s a reminder of the human element in the cutthroat world of business and finance. A Non-Traditional Path to CFO: With no formal accounting training, Ben’s approach to the CFO role is unconventional yet incredibly effective. This segment is particularly inspiring for those feeling constrained by their current career paths or educational backgrounds. Conclusion: Ben Risser’s journey is a compelling narrative of career evolution, overcoming personal challenges, and the undeniable importance of financial literacy and strategic management in today’s business landscape. Whether you’re an aspiring CFO, a business owner, or simply someone interested in the transformative power of financial intelligence, this episode offers rich insights and inspiration. Tune in to gain a deeper understanding of the financial intricacies that drive business success and the human stories behind them. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Ben is offering his free guide "From Sales to Equity: What your financial statements are trying to tell you about your business" Get your copy now: 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/31042563

This Week on BPAF : Ben Risser 05/06/2024

Rewind : Growing Your Accounting Firm: Insights from Entrepreneur Natalia Zacharin 05/04/2024

Rewind : Growing Your Accounting Firm: Insights from Entrepreneur Natalia Zacharin Join us as we revisit this conversation from 2023! In this episode, host Roger Knecht sits down with return guest Natalia Zacharin to discuss her journey to becoming an accountant and entrepreneur, and the secrets to her business's impressive growth. Natalia talks about acquiring an accounting firm, how she went about valuing its assets, the lessons she learned throughout the process, and what she would do differently if given the chance. She shares insights on running a successful business, including the pitfalls to watch out for and the attributes that contribute to her success. But the conversation doesn't stop there. Natalia also dives into topics like imposter syndrome, how being an entrepreneur has changed her life, and where she sees the accounting profession going in the future. This episode is packed with valuable insights and advice for anyone looking to grow their accounting firm or business. Don't miss out on this must-listen episode of Building the Premier Accounting Firm with Roger Knecht and Natalia Zacharin. Tune in now to learn from one of the industry's most successful entrepreneurs. Your Host: , president of Guest Name: Natalia Zacharin In 2019, after years of working for other firms, Natalia officially opened her own firm, ; a firm dedicated to empowering businesses to understand and interpret the financial health of their business and significantly improve their bottom line. Using a blend of personal service and expertise, Zacharin Consulting's mission is to bring experience and knowledge to our clients in a meaningful way. Zacharin Consulting offers strategic bookkeeping, monthly accounting, remote CFO services and financial intelligence programs to help businesses thrive, stay organized, save time, and build wealth. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Check out our previous conversation with 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: – 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 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/26666295

The Blueprint for Successful Mergers and Strategic Exits w/ Craig Primo 05/01/2024

The Blueprint for Successful Mergers and Strategic Exits w/ Craig Primo Welcome to Building the Premier Accounting Firm with Roger Knecht. In this episode, Roger explores the multifaceted world of mergers and acquisitions with Craig Primo. Craig’s story of transition from corporate roles to entrepreneurship, drawing on his personal experiences and the lessons learned along the way. Here are the key themes and insights from their conversation: From Corporate to Entrepreneurship: How Craig Got His Start: Craig shares his journey of founding a broker/dealer after being laid off during the Great Recession, underscoring the resilience and determination needed to pivot towards entrepreneurship. The Role of Experience: Emphasizing the importance of having a solid foundation of experience before venturing into business, Craig discusses how his background helped him navigate the challenges of starting and running a successful company. Preparing for Mergers and Acquisitions: Strategic Preparation: Roger and Craig share critical steps in preparing businesses for sale, including maintaining clean financial records, strategic tax planning, and the importance of being debt-free. Attracting Investors: Craig stresses the significance of understanding EBITDA, demonstrating sustainable profitability, and the art of leveraging investments to make a business more appealing to potential buyers. The Value of Financial Expertise: Accountants as Advisors: Highlighting the crucial role of accountants in valuing businesses and planning exits, Roger and Craig advocate for early engagement with accounting professionals to enhance decision-making and business success. The CFO’s Role in Mergers: The conversation underscores the importance of collaboration among bookkeepers, accountants, and CFOs in improving operational efficiency and strategic transparency in mergers. Entrepreneurship and Personal Life: Work-Life Balance: Craig opens up about strategies for achieving a balance between professional ambitions and personal life, including the impact of remote work on labor laws and taxes. The Power of Trust: Trust is identified as a cornerstone of business relationships, with Craig sharing personal anecdotes on maintaining balance and the importance of living in the present moment. Whether you’re an aspiring entrepreneur or a seasoned business owner, this episode is packed with valuable lessons on navigating the complex landscape of entrepreneurship, mergers, and acquisitions. Join us as Craig Primo shares his expertise, experiences, and the importance of financial savvy in achieving business success. 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 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/31042468

This Week on BPAF : Craig Primo 04/29/2024

Rewind : Positioning Your Accounting Firm for Success With a Winning Marketing Strategy w/ Matthew Banker 04/27/2024

Rewind : Positioning Your Accounting Firm for Success With a Winning Marketing Strategy w/ Matthew Banker Join us as we revisit this conversation from 2023! In this episode of ‘Building the Premier Accounting Firm’, Roger sits down with entrepreneur and marketing strategist, Matthew Banker, to discuss all things related to digital marketing for accounting firms. Matthew breaks down the digital marketing system and what it means for your accounting firm. He shares insights on the biggest mistakes accountants make with their websites and best practices and must-haves for any successful accounting website. But the conversation doesn't stop there! Matthew and Roger dive into the topic of how involved the firm owner should be in marketing. They explore the difference between sales and marketing and the distinction between positioning and marketing. By the end of this episode, you'll have a clear understanding of how accounting firms should formulate their marketing strategies in order to stand out from the crowd. Matthew also shares his thoughts on outsourcing marketing and how to identify the best marketing team for your firm. This episode is chock-full of valuable insights and practical advice for any accounting firm looking to up their digital marketing game. So, are you ready to take your accounting firm's marketing strategy to the next level? Don't miss this engaging and informative conversation with Matthew Banker on 'Building the Premier Accounting Firm' podcast with Roger Knecht. Your Host: , president of Guest Name: Matt Banker is the founder and lead strategist at Benchmark Growth Marketing, a marketing agency specifically for B2B accounting firms. Matt brings a ‘words first’ approach to marketing because his superpower is the ability to help business owners communicate more clearly and build alignment Matt helps accounting, bookkeeping and tax firms develop a digital marketing eco-system that consistently brings in leads for their business. Sponsors: ● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Build a marketing engine for your accounting firm: Also, learn how to automate your online marketing to generate the leads you need to get the clients you deserve. This is an how to guide to help you find your ideal clients, nurture and engage them with confidence. This is a presentation you don’t want to miss, Books ● ● ● 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: ● – 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 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/26509905

How to Revolutionize Wellness in Accounting w/ Amy Vetter 04/24/2024

How to Revolutionize Wellness in Accounting w/ Amy Vetter In this insightful episode of Building the Premier Accounting Firm, we’re thrilled to welcome Amy Vetter, a remarkable figure who has seamlessly blended creative solutions to the forefront of the accounting industry. Amy shares her compelling journey from being an artist to becoming a Certified Public Accountant (CPA), her impactful roles at prestigious firms like KPMG, Intuit, and Xero, and how these experiences culminated in the creation of the B3 Method Institute. Main Themes: Journey from Creativity to Accounting: Amy tells Roger about her unique path to becoming a CPA, illustrating that diverse backgrounds can lead to success in the accounting world. B3 Method Institute: Aimed at revolutionizing the accounting profession, Amy discusses her work to promote a better work-life balance through innovation, fostering collaborative client relationships, and a holistic approach to business challenges. Mindfulness in Accounting: Amy and Roger emphasize the importance of being present and thorough in client interactions, likening accountants to “business first responders” who are crucial in times of need. Work-Life Harmony: Amy gives tips for managing stress and ensuring personal and professional fulfillment within the demanding accounting profession. Leadership and Culture: Insights into becoming a connected leader, the role of self-awareness, and the importance of creating a positive organizational culture. Amy Vetter’s story is a testament to the power of blending creativity with analytical skills in accounting. Her emphasis on mindfulness, self-care, and the pursuit of joy both in and out of the workplace is a reminder of the importance of holistic well-being for professionals. Through her work with the B3 Method Institute, Amy is paving the way for a new era in accounting, where innovation, leadership, and work-life harmony are at the heart of the profession. Tune in to this episode for a deep dive into creating a more balanced, innovative, and fulfilling career in accounting, with wisdom and guidance from one of the industry’s most forward-thinking leaders, Amy Vetter. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take advantage of this opportunity to receive Amy’s Newsletter: Also consider her Online Courses: 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/30922608

This Week on BPAF : Amy Vetter 04/22/2024

Rewind : Prioritizing Profit: Rocky Lalvani's Unique Accounting Formula for Business Success 04/20/2024

Rewind : Prioritizing Profit: Rocky Lalvani's Unique Accounting Formula for Business Success Join us as we revisit this conversation from 2023! Get ready to take your accounting firm to new heights with the 'Building the Premier Accounting Firm' podcast! In this episode, your host Roger Knecht sits down with Rocky Lalvani, entrepreneur and profitability advisor, to discuss all things related to fractional CFO and advisory services. Rocky shares his unique definition of fractional CFO and advisory services, as well as what led him to offer these services in the first place. He dives into his 'Profit First' philosophy, explaining how it complements his CFO and advisory services. By utilizing his accounting formula, 'SALES - PROFIT = EXPENSES', Rocky empowers businesses to prioritize profit and achieve sustainable growth. In addition to discussing the 'Profit First' philosophy, Rocky sheds light on the Parkinson's law and how it applies to business. He also delves into the behaviors and habits that accountants can help their clients change to better understand their businesses. He outlines the steps to implementing the profit first philosophy and how he complements it to achieve even greater success. But the conversation doesn't stop there! Rocky also shares his insights into the future of accounting and what he sees as the key trends and changes on the horizon. If you're looking to take your accounting firm to new heights, you won't want to miss this insightful and engaging conversation with Rocky Lalvani. Your Host: , president of Guest Name: , EA Rocky Lalvani serves as Chief Profitability Adviser for business owners with his business, Profit Comes First.. He teaches them how to ensure they get paid and make profit a priority! As a certified Profit First Professional he implements Mike Michalowicz's Profit First System. We change the accounting formula of Sales - Expenses = Profit to Sales - Profit = Expenses. This ensures Profit comes first! (PS. It's not about money at all costs, people come before money!) Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. In spite of a lot of struggles and his mom passing away when Rocky was 7, he has been able to achieve financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster. Sponsors: ● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn how to organize your finances to reach financial independence faster. 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: ● – the how-to-guide e-book for accounting professionals ● – e-book ● - Transform your business from a cash-eating monster to a money making machine using this proven system. with confidence and competence following the process. As a certified you will help your clients apply the principles of & as you apply the processes. 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/26509818

From Numbers to Narratives: Effective Communication for Elevated Accounting w/ Brenden Kumarasamy 04/17/2024

From Numbers to Narratives: Effective Communication for Elevated Accounting w/ Brenden Kumarasamy In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Brenden Kumarasamy, the mind behind MasterTalk, to delve into a critical yet often overlooked aspect of the accounting profession: the power of communication. Brendan, transitioning from an accounting background to a communication coaching expert, brings unique insights into why and how accountants should refine their communication skills to drive business success. Main Themes: The Importance of Clear Communication: Brenden underscores the essential role of clear and effective communication in presenting financial information. The ability to convey complex data in an understandable manner is crucial for informed decision-making within any organization. Practical Presentation Tips: The conversation offers tangible strategies for accountants to enhance their presentation skills. This includes a focus on key numbers, engaging with KPIs (Key Performance Indicators), and staying adaptable to changing financial figures. Overcoming Communication Fears: Many professionals grapple with fears surrounding public speaking and communication. Brenden and Roger share techniques such as daily practice and embracing uncertainty with confidence to help overcome these challenges. The Role of Personalized Communication: In the age of digital overload, personalized touches like video birthday messages can significantly strengthen business relationships. The discussion touches on the power of such personalized communication efforts. Developing Listening Skills: Effective communication isn’t just about talking; it’s equally about listening. The episode covers strategies for enhancing listening skills, asking insightful questions, and thereby fostering deeper professional connections. Leveraging Social Media: Brenden and Roger discuss the importance of an online presence for accountants, particularly on platforms like LinkedIn. Sharing valuable content can attract clients and establish the accountant as a trusted advisor in their network. Client Retention Through Communication: The conversation wraps up with a focus on client retention, emphasizing how intentional, clear communication can keep clients engaged and loyal to your services. Key Takeaways: Communication skills are as vital as technical skills in accounting. Simple, focused, and personalized communication can dramatically enhance client relationships and decision-making processes. Continuous learning and practice in communication can mitigate fears and build confidence. Active listening and engagement are foundational to successful professional interactions and long-term business growth. This episode is a must-listen for accounting professionals looking to elevate their career by mastering the art of communication. Whether it’s through enhancing presentation skills, leveraging social media, or personalizing client interactions, Brenden Kumarasamy offers actionable insights that can transform how accountants connect, persuade, and lead in their field. 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: Free Workshop to Improve Your Communication Skills 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/30856928

This Week on BPAF : Brenden Kumarasamy 04/15/2024

Rewind : Unlocking Your Business’ Potential with Brand Messaging & Brand Clarity w/ Jeffrey Shaw 04/13/2024

Rewind : Unlocking Your Business’ Potential with Brand Messaging & Brand Clarity w/ Jeffrey Shaw Join us as we revisit this conversation from 2023! This week on the Building the Premier Accounting Firm podcast, Roger Knecht interviews entrepreneur, author and Key-note speaker Jeffrey Shaw. Jeffrey shares valuable insights on what it takes to make the mental shift to become an entrepreneur. He breaks down the lifestyle elements of the self-employed and entrepreneurs and dispels the common misconception that entrepreneurs have no boundaries between their personal and business lives. He also delves into branding, as he provides expert advice on the role entrepreneurs play in shaping the image of their businesses. Jeffrey stresses the need for accurate brand messaging and how to communicate effectively with your ideal clients. He emphasizes the importance of understanding your clients' values, and he shares insights from his books, "LINGO," and "The Self-Employed Life." Jeffrey also covers other critical topics, making it a must-listen for anyone looking to build a successful accounting firm or any business for that matter. Take your accounting firm to the next level or launch a successful business, listen to this episode of "Building the Premier Accounting Firm" with Roger Knecht and Jeffrey Shaw and get ready to be inspired and empowered! Your Host: , president of Guest Name: Jeffrey Shaw Jeffrey Shaw is often described as an authority and advocate for self-employed business owners, valued for his actionable and “in the trenches” approach to achieving business and life success. Why shouldn’t he be? How many people can say they’ve never worked for anyone else? Selling eggs door-to-door at 14 years old led to a lifetime of self-employment. In his twenties, he built a portrait photography business and became one of the most sought-after portrait photographers for affluent families in the U.S. for more than three decades. His portraits have been on the Oprah Show, CBS News, featured in People and O Magazine and hang at Harvard University. Today, Jeffrey is the author of LINGO and The Self-Employed Life, host of The Self-Employed Life podcast with nearly two-million downloads, and founder of the Self-Employed Business Institute. His TEDx Talk is featured on , he’s a LinkedIn Learning instructor, contributor to Entrepreneur Magazine and speaks at association events, entrepreneurial groups, and conferences. Jeff coaches self-employed business owners and those looking to leave their corporate job to create the life of their dreams by building a successful self-employed business. He likes to connect with self-employed and small business owners who are ready to ditch choosing between personal happiness and business success, corporate folks who want to do more purposeful work, and event planners looking for an in-person or remote speaker who can engage with audiences, empowering them to create the life and business they want. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Have The Brand Message on Your Website Home Page Reviewed https://www.jeffreyshaw.com/lingo-review Take the time to work ON your business following 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 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/26509758

From Panic to Empowerment: Revolutionizing HR for the Heart-Centered Workplace w/ Candice Elliott 04/10/2024

From Panic to Empowerment: Revolutionizing HR for the Heart-Centered Workplace w/ Candice Elliott Welcome to the Building the Premier Accounting Firm podcast, where host Roger Knecht dives deep into cutting edge strategies for owners of accounting businesses. In this episode, our esteemed guest Candice Elliott, a seasoned Fractional CHRO and an HR mentor, shares her personal journey and the valuable lessons learned from her career in the field, including personal struggles with work-related stress and panic attacks. Here’s what we cover: Candice’s Personal Journey: Hear about how Candice’s experiences with workplace stress led her to found a company dedicated to improving HR practices for small businesses. Challenges for Small Businesses: Roger and Candice discuss the unique hurdles small businesses encounter, especially in adapting to remote work environments, and how these can be managed through effective HR strategies. Mental and Social Well-Being: Candice talks about the crucial role of HR in addressing and supporting employees’ mental and social health, ensuring a more productive and engaged workforce. Impact of Technology: The conversation turns to examine how smartphones and other technologies have disrupted workplace productivity and traditional skills, as well as their effects on human interaction and mental health. The Role of Human Interaction: Emphasizing the importance of maintaining personal connections in a digital world, Candice provides insights into fostering meaningful workplace relationships. Addressing Mental Health in the Workplace: The significance of mental health is brought to the forefront, with discussions on providing support, the benefits of destigmatizing therapy, and encouraging personal growth among employees. Employer Responsibilities: Candice and Roger underscore the importance of employers being vigilant and responsive to their employees’ needs and knowing when to seek professional help. Resources for Business Owners: The episode concludes with Candice pointing listeners to free mental health resources that business owners can utilize to support their teams. Stay tuned to the end for some powerful takeaways and actionable advice from Candice Elliott on how to create a healthier, more supportive work environment for everyone. Don’t forget to subscribe and join us next time on Building the Premier Accounting Firm. If you’re looking for solutions at your accounting firm, in HR or another area, give Universal Accounting Center a call at 801-623-6707. Remember, addressing mental health is not just good practice; it’s good business. Until next time, keep prioritizing your employees’ well-being for a stronger and more resilient workplace. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: 5 Ways To Support Your Mental Health: this is a free download for business owners and their teams- https://fortressandflourish.com/free 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: – the how-to-guide e-book for accounting professionals – e-book Learn what it is you can do to 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. 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/30636373

This Week on BPAF : Candice Elliott 04/08/2024

Rewind : Partners for Better or Worse: Why Picking Your Partner is the Most Important Step in a Partnership Business w/ Russ Anderson CPA and Russ Bradshaw CPA 04/06/2024

Rewind : Partners for Better or Worse: Why Picking Your Partner is the Most Important Step in a Partnership Business w/ Russ Anderson CPA and Russ Bradshaw CPA Join us as we revisit this conversation from 2023! Join host Roger Knecht in this episode of "Building the Premier Accounting Firm" as he interviews Russ Anderson CPA and Russ Bradshaw CPA, partners at Anderson Bradshaw CPA firm. Discover their accounting origin stories and why they decided to start their own business. The duo shares valuable insights into forming a partnership and what it means to be a partner at a firm versus an employee. They delve into the intricacies of a partnership business and the role each partner plays, as well as how they formed their operational agreement and the benefits it provides. If you're seeking a partner for your business or are interested in becoming a partner at your firm, you won't want to miss the advice and tips they offer. They also debunk common myths about being a partner and share their lessons learned from their experience. In addition, Russ and Russ share their personal life influences and how they have dealt with failures and learned valuable lessons in both their personal and professional lives. They also discuss common misconceptions about the accounting industry and other interesting topics. Whether you're an entrepreneur, small business owner, or aspiring accountant, this episode is packed with insights and valuable advice. Tune in to "Building the Premier Accounting Firm" to gain a wealth of knowledge from Russ Anderson CPA and Russ Bradshaw CPA. 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: Staff Training, helping those in the office acquire the skills and confidence to work with your clients to as: ● ● ● ● 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/26164512

Balancing the Books of Life: John Briggs’ Journey to a Modern Accounting Oasis 04/03/2024

Balancing the Books of Life: John Briggs’ Journey to a Modern Accounting Oasis Welcome to the Building the Premier Accounting Firm podcast with Universal Accounting Center President Roger Knecht. In this episode, we’re thrilled to welcome John Briggs of Incite Tax. Join Roger and John as they explore the innovative strategies that have shaped John’s successful accounting firm and strategies he’s developed to maintain a more full work/life balance. Here’s what we dive into: From Struggles to Success: John walks us through his personal challenges with financial hardship and job dissatisfaction before taking the entrepreneurial leap. Learn about the supportive role of his family during the initial stages of establishing his accounting business. Growth and Embracing Imperfection: Discover how John’s company grew and why accepting imperfection was a pivotal aspect of its expansion. Briggs’s insights on the importance of continuous evolution and the art of setting achievable goals. The 3.3 Rule and Work-Life Balance: Briggs introduces the 3.3 rule as a cornerstone for sustainable accounting practices. Hear why advocating for a 40-hour workweek, even during peak seasons, is essential for preventing burnout and keeping services cost-effective. Productivity and Time Management: The podcast sheds light on the disadvantages of multitasking and promotes concentrated work intervals paired with rejuvenating breaks. Briggs advises against overstimulation during downtime and promotes a results-oriented work culture, especially in remote settings. Remote Work and Company Culture: Strategies for managing remote employees while preserving the essence of company culture. Briggs shares his approach to integrating freelancers into the workflow to aid with tax returns. Modernizing Practices for Increased Income: Insights on how accountants can boost their earnings by updating their methods and embracing new technologies. Universal Accounting’s role in providing resources for team education and career growth. Join us for this enlightening conversation that’s packed with actionable advice for anyone looking to thrive in the accounting industry. Whether you’re a seasoned professional or just starting out, John Briggs’ experiences and tips will help you elevate your practice to premier status. Remember to subscribe to our podcast for more insights on building a top-tier accounting firm, and don’t forget to visit our website for additional resources and support. Thank you for listening, and we look forward to bringing you more expert conversations in future episodes. If you’re interested in following John’s footsteps and starting an accounting firm of your own, call 801-623-6707 to learn how Universal Accounting’s team of experts can help. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. We are also happy to announce that we were recognized as the . It’s exciting to be ranked one of the Top 10 shows for the accounting profession and are eager to climb the rank even higher. Offers: Get your copy of , the book that will show you how to do more in less time. This is a must-read both personally and professionally. For all of our tax professionals, John also shared the opportunity to do what you love, taxes, getting paid what you are worth without all the headaches of running a business but enjoying the perks of being in business for yourself. This is the for professional tax preparers and Enrolled Agents, EAs. Act now and get busy: https://www.uacourses.com/pages/1099-opportunities 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/30636008

This Week on BPAF : John Briggs 04/01/2024

Rewind : The Key to Bold & Progressive Leadership w/ Mark Cook 03/30/2024

Rewind : The Key to Bold & Progressive Leadership w/ Mark Cook Join us as we revisit this conversation from 2023! In this week’s episode of "Building the Premier Accounting Firm", host Roger Knecht welcomes Mark Cook, president of Windfall Partners and five-star keynote speaker. He talks about the lessons he learned as a teenager working at a supermarket and how he later found success in the "business of ideas." He shares the valuable lessons he learned from his mentors and the principles that guide his work. Mark shares his inspiration to start his own business and insights into his Bold Encounters system, which is a unique leadership and problem-solving approach. He also talks about the key traits that define effective leadership and what it takes to become a great leader. Mark offers practical advice for getting "unstuck" as a leader and shares his perspective on the role of tasks in problem-solving. Whether you are an aspiring entrepreneur or a seasoned business leader, this episode is filled with valuable insights and practical tips for building a successful and fulfilling career. Tune in to "Building the Premier Accounting Firm" to hear from Mark Cook and gain new insights into the world of business and leadership. Your Host: , president of Guest Name: Mark S. Cook Mark Cook is president of Windfall Partners and offers five-star keynotes and consults through a system to lead. Mark and his firm get leaders unstuck and thriving with their teams. After turnarounds as chief executive and tech exits, Mark leads the largest-ever studies of award-winning leaders, a NYT bestseller (Great Work w/ David Sturt). Mark has since extended his research, coaching 4,000 client wins at top brands in over 50 cities. Mark’s Bold Encounters is an advanced system for leading: Powerful steps on a proven path forward Problem-solving skills that beat obstacles fast Sponsors: ● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Mark offers brief brainstorming without obligation on priorities, problems, and bold encounters that could help—all at . Just click on the green "Let’s Talk” button. 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 quality CFO & Advisory services as a 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 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/26036736

Mastering the Numbers Game: Growth, Grit, and Gauging Success w/ Tim Moy 03/27/2024

Mastering the Numbers Game: Growth, Grit, and Gauging Success w/ Tim Moy Welcome to the Building the Premier Accounting Firm podcast with Roger Knecht. Today Roger is joined by Tim Moy, CPA, as they delve into the nuances of building a successful career in accounting. From his humble beginnings to his ascent to partnership at a prominent firm, Tim shares the principles that guided his professional journey. Key Themes: Career Evolution: Tim gives Roger some background on his professional trajectory, detailing the transition from a small firm to becoming a partner in a larger organization, with several stops along the way. Core Values: Tim explains why he sees humility, respect, relationship-building, and the significance of honest feedback as pillars for success in the accounting sector. Overcoming Challenges: Roger and Tim discuss the importance of personal adversities that professionals may face and how these can be catalysts for business growth. Relationship Emphasis: Tim emphasizes the importance of nurturing client relationships and leveraging the supportive network within the accounting community. Strategic Practices: Insights into proactive commitment management, delivering outstanding service to internal clients, and strategic industry practices such as tracking leverage statistics and focusing on human capital leverage. Technological Integration: The episode explores the impact of ERP systems and APIs on the accounting industry, highlighting how these technologies can optimize timesheets and project management. Performance Metrics: The discussion underlines KPIs and ratios that are critical for effective staff management and measuring financial performance, including the metric of dollars billed per partner hour. Addressing Staffing Issues: Solutions to tackle staffing shortages, such as remote employee management, offshoring, and targeted recruiting, are examined. CPA Firm Management: Tim Moy shares valuable insights from his own experience in running a CPA firm, dealing with smaller clients, and the initial hurdles of starting a business. Support During Growth: The value of having a robust support system during phases of growth is underscored, highlighting the benefits of mentorship and community. Thank you for joining us on another insightful episode of the Building the Premier Accounting Firm podcast. To learn more about how you can start your own successful journey into the accounting industry, call 801-623-6707 or schedule an appointment online when it’s convenient for you. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. We are also happy to announce that we were recognized as the . It’s exciting to be ranked one of the Top 10 shows for the accounting profession and are eager to climb the rank even higher. Offers: Tim is offering listeners of today’s show the opportunity to connect with him regarding CPA360 can assist with solving their firm's problems or unlock their opportunities. Take a moment and email him directly and be sure to thank him for his time. [email protected] 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: – the how-to-guide e-book for accounting professionals – e-book 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. 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/30434368

This Week on BPAF : Tim Moy 03/25/2024

Rewind : What the Future Holds for the Accounting Profession w/ Jesse Rubenfeld 03/23/2024

Rewind : What the Future Holds for the Accounting Profession w/ Jesse Rubenfeld Join us as we revisit this conversation from 2023! On this week’s episode of "Building the Premier Accounting Firm", your host Roger Knecht sits down with Jesse Rubenfeld, founder of FinOptimal, a company that combines accounting and engineering to offer cost-efficient accounting services that utilize proprietary automation and onshore accountants, as they explore the intersection of accounting, technology, and the future of the accounting profession. Jesse shares his journey into accounting, which began with a background in music. He then dives into the genesis of FinOptimal, sharing how his company helps clients find the best accountants using six key questions. They also discuss the importance of accounting in business, and why it matters more than ever in today's rapidly changing economy. Jesse and Roger discuss how the accounting profession is evolving and why some accountants still fear technology in this rapidly growing and fast-automated profession. Jesse also discusses both the limitations of Quickbooks-integrated apps and the changing role of accountants in future businesses. He also provides valuable insights on the significance of finance automation and its impact on the future of the accounting profession. Your Host: , president of Guest Name: , CPA After growing up in Houston, Jesse Rubenfeld began his career in New York City at the Lime Group of companies doing the books for a variety of companies, gaining experience with non-profit, software industry, hedge fund, and management company accounting. After serving as LimeWire's CFO for his last four years there, he joined the D. E. Shaw Group as the controller of the research division that builds supercomputers to revolutionize drug discovery. From the beginning, Jesse's interest in technology led him to automate financial operations, first with spreadsheets, then Perl, and most recently Python. He founded FinOptimal to help QuickBooks Online-based businesses streamline their financial operations, optimizing value-per-dollar with an outsourced accounting service heavily focused on automation. Jesse has bachelor's degrees from UPENN and Wharton, and an MBA from Columbia, and he lives in Houston with his wife and three children. meets at the intersection of accounting and engineering to provide the most cost-efficient accounting services on the market. Our clients save up to four full-time finance hires compared to competitors and thousands each month by avoiding expensive accounting softwares. That's because we don't just do your accounting, we optimize it using a unique blend of proprietary automation and onshore accountants. We make your accounting systems work with you, not against you. We know your favorite accounting tech tools inside out and how you can do more with them. Imagine better data, increased visibility, and enhanced customization — all from the systems you're using now. It's time to take your accounting to the next level. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Expand the quality accounting services you offer to include CFO and Advisory work. This is a rewarding opportunity to further service your clients and get paid what you are worth. Become a and apply the Universal Business Builder system with confidence. 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/26229114

The Evolution of Outsourcing in Accounting w/ Laurence Whittam 03/20/2024

The Evolution of Outsourcing in Accounting w/ Laurence Whittam Welcome to another episode of the Building the Premier Accounting Firm podcast, where we dive into the trends and transformations bookkeeping, tax and advisory business owners need to know. Today, we’re joined by Laurence Whittam, the Chief Outsourcing Officer at Impact Global Solutions, who brings a decade of rich experience in the outsourcing industry, focusing on accounting firms in the US. Main Themes: Evolution of Outsourcing Mindset: Laurence shares his observations on how the perception of outsourcing has changed from resistance to acceptance over the years. He discusses the shift from having to convince firms to outsource to now educating them on best practices. Role of the Chief Outsourcing Officer: Importance of this role in navigating cultural differences and communication barriers. Laurence talks about his responsibilities in assimilating remote workers into a company’s culture and ensuring smooth operations. Challenges in Outsourcing: Insights into overcoming cultural differences and communication issues. The necessity for internal support and clear operational frameworks. Financial and Efficiency Benefits: Discussion on how outsourcing can lead to significant cost savings and efficiency gains. The positive impact of offshore staffing on a firm’s bottom line. Cash Flow Management: The critical nature of managing cash flow in the accounting industry. Laurence underscores the importance of a solid business plan for accounting professionals. Standard Operating Procedures (SOPs): The role SOPs play in successful offshoring efforts. Tips on how to maintain quality and consistency with a remote workforce. Communication with Offshore Staff: Strategies for effective communication to bridge the gap between domestic and offshore teams. How good communication contributes to the success of outsourcing partnerships. Demand for Accounting Services: Analysis of the growing demand and how outsourcing can help meet these needs. Exploring the potential for expansion and scalability through offshore staffing. Choosing the Right Outsourcing Partner: The benefits of partnering with reputable outsourcing providers. Laurence shares his criteria for selecting the right partner for accounting firms. Listener Engagement: The episode concludes with an invitation for listeners to share their experiences or questions regarding outsourcing. Laurence encourages firms to reach out to Universal Accounting for further guidance on implementing the principles discussed in their businesses. Final Thoughts: As the podcast wraps up, Laurence Whittam emphasizes the strategic value of outsourcing for accounting firms looking to thrive in a competitive global market. He provides actionable insights and real-world advice for businesses ready to embrace the power of a global workforce. Remember to subscribe to our podcast for more insights from industry experts, and don’t forget to share your thoughts with us on social media or via email. Tune in next time for another engaging episode of “Global Business Horizons.” Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Free Outsourcing Improvement or Discovery Session - Come utilize our Outsourcing Readiness Assessment which will do a deep analysis into your firm to see if you are ready to outsource and provide actionable steps to start a successful outsourcing journey. We will throw in a 1-Year Roadmap which even if you implement 20% of it I guarantee will save you the cost of the Assessment. 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: – the how-to-guide e-book for accounting professionals – e-book Learn what it is you can do to 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. 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/30414123

This Week on BPAF : Laurence Whittam 03/18/2024

Rewind : Niching, Automation & Virtual Teams: Running the Modern-Day Accounting Firm w/ Chris Hervochon 03/16/2024

Rewind : Niching, Automation & Virtual Teams: Running the Modern-Day Accounting Firm w/ Chris Hervochon Join us as we revisit this conversation from 2023! In the latest episode of "Building the Premier Accounting Firm", host Roger Knecht sits down with Chris Hervochon, a successful accountant and entrepreneur, to discuss his journey in the accounting world. Chris shares how he started as an accountant and eventually left his job to start his own firm. He also talks about the crucial role his spouse played in allowing him to make the leap to entrepreneurship. Chris talks about how working with a coach has helped him grow his business and how he has found success by niching in marketing agencies. They also explore the differences between vertical and horizontal niching and why finding a niche in the accounting industry is essential. They also cover the differences between CFO and advisory services and Chris’s top tools to automate his business. He also shares his experiences with employee buy-ins and running his business virtually. Looking to start or grow your own accounting firm? Then this episode is a must-listen for you. The insights and advice shared by Chris Hervochon will inspire and motivate you to take your accounting career to the next level. Tune in now to hear this engaging conversation on "Building the Premier Accounting Firm." Your Host: , president of Guest Name: Chris Hervochon Chris Hervochon, CPA, CVA is the sole proprietor of his CPA firm. Chris Hervochon provides outsourced accounting and tax preparation for small businesses and individuals. Before starting his own CPA firm, Chris spent ten years between forensic accounting and corporate accounting and finance. He has been featured in publications such as the , , , and is the Co-Host for the . Chris has been selected as one of the in the Accounting Profession by CPA Practice Advisor magazine for the years 2019 through 2021. In 2018, Chris was one of only 41 CPAs honored by the as a member of the tenth graduating class. Chris was selected based on his exceptional leadership skills and professional experience for the four-day Leadership Academy program, which he graduated from in October of 2018. 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 quality CFO & Advisory services as a today: ● – e-book ● – the how-to-guide e-book for accounting professionals Become a . Receive the training and skills you need to to offer quality CFO and Advisory services with confidence and competence. Now is the time to complement your accounting and tax services with an additional income stream. 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/26164497

Blueprints to Balance Sheets: the Emotional Architecture of Entrepreneurship w/ Isaac Smith 03/13/2024

Blueprints to Balance Sheets: the Emotional Architecture of Entrepreneurship w/ Isaac Smith Welcome to another fascinating episode of the Building the Premier Accounting Firm podcast, where our host Roger Knecht engages in an insightful conversation with Isaac Smith. This episode delves into Isaac’s unique journey from architecture to the world of accounting and the profound emotional impact of business performance on entrepreneurs. Main Themes: Transition from Architecture to Accounting: Isaac discusses his career shift and how it led to new realizations about the importance of accounting in the business world. Emotional Aspect of Business Performance: Isaac shares personal insights on how financial outcomes affect the mindset and emotions of entrepreneurs, highlighting the often-overlooked human side of accounting. Role of Accounting Professionals: The discussion underscores the vital role accountants play in providing security and clarity. Accountants are not just number-crunchers; they’re key advisors who guide business owners through the financial fog. Educating Clients on Financials: Issac and Roger stress the importance of financial literacy for clients. By understanding their numbers, clients can make informed decisions, leading to better business health and growth. Building a Remote Team in the Philippines: Isaac takes us through his experience in establishing an offshore team for his e-commerce venture, shedding light on the evolving landscape of outsourcing services. International Resources for Business Expansion: Smith encourages businesses to look beyond their borders for expansion opportunities, utilizing international resources to scale and compete in the global market. Be sure to tune into this enlightening episode to explore how accounting can be a source of empowerment for business owners worldwide. Whether you’re an industry veteran or new to the world of finance, there’s a wealth of knowledge and inspiration to be gained from Isaac Smith’s experiences and insights. To learn more about how to start your journey to owning an accounting business, call 801-623-6707. Your Host: , president of Guest Name: Isaac Smith is the co-founder of the Bookkeeping firm Summit eCommerce Advisors and founder of the recruitment firm TeamUp. While at Summit he built a team in The Philippines to handle all of the bookkeeping work for their clients. Now, as the founder of TeamUp, he helps other accountants hire top talent in The Philippines, just like he did, directly without ongoing BPO fees. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: I'll put together a free resource for your listeners on building a team in The Philippines. They'll be able to get it at: www. hireteamup.com/roger 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 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: 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/30354783

This Week on BPAF : Isaac Smith 03/11/2024

Rewind : Your Ultimate Guide to Outsourcing & Lead Generation w/ Chris Ducker 03/09/2024

Rewind : Your Ultimate Guide to Outsourcing & Lead Generation w/ Chris Ducker Join us as we revisit this conversation from 2023! Welcome to the latest episode of "Building The Premier Accounting Firm,". In this episode, Roger sits down with entrepreneur, author, and virtual staffing expert, Chris Ducker. Chris takes us through his journey of discovering the benefits of virtual outsourcing, and how it has transformed his businesses. He shares his insights on the key factors to consider when deciding between remote and internal staffing, and provides tips on how to effectively choose between hiring remotely through a company or managing the hiring process yourself. But that's not all! Chris also reveals how to identify the things you should never outsource, and offers valuable advice on generating high-quality leads, and talks about why consistency is the key t success. Plus, he delves into ways to scale your business and much more. Whether you're a seasoned business owner or just starting out, this episode is a must-listen for anyone looking to take their accounting firm to the next level. So, grab a cup of coffee, sit back, and join us as we delve into the world of virtual outsourcing and lead generation. Your Host: , president of Guest Name: Chris Ducker Chris Ducker is a serial entrepreneur and author of the bestselling books, Virtual Freedom and more recently, Rise of the Youpreneur. Based in Cambridge, England, Chris owns and operates several businesses, including the VA recruiting hub, VirtualStaffFinder.com and the personal brand education company Youpreneur.com. He employs over 350 full-time employees around the world and is regarded as one of the top experts in the world on the subjects of virtual staffing and scaling an expert business. Chris has been a trusted international business coach, keynote speaker and podcaster since 2010 and currently spends most of his time mentoring successful entrepreneurs, as well as investing in and advising startup companies. He publishes new training content weekly at ChrisDucker.com and can be followed on Instagram, Facebook, and Twitter. Sponsors: ● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: You're just 10 steps away from your own profitable personal brand business! 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 quality CFO & Advisory services as a 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 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/26105535

Integrating Family Therapy Principles in Business Leadership with Dr. Tim Thayne 03/06/2024

Integrating Family Therapy Principles in Business Leadership with Dr. Tim Thayne Welcome to another insightful episode of Building the Premier Accounting Firm, hosted by Universal Accounting Center President Roger Knecht. In this engaging discussion, Dr. Tim Thayne takes listeners on an exploratory journey through the realms of family therapy and business organization. From Academia to Business Consultant: Learn about Dr. Thayne’s transition from an academic path with a master’s from BYU and a PhD from Virginia Tech to a practical role in applying marriage and family therapy principles to business environments. Solution-Focused Leadership: Discover the core concepts of the leadership program Dr. Thayne spearheaded, where he marries leadership skills with solutions to family-related challenges, showcasing the synergistic effects of managing professional and personal life dynamics. Healthy Interactions and Motivation: Delve into Dr. Thayne’s perspective on the significance of nurturing healthy interactions in both family and business settings. The conversation also taps into how motivation plays a pivotal role in achieving goals across both domains. Deep Relationships and the 80/20 Principle: Dr. Thayne elaborates on the value of cultivating profound relationships and how this aligns with success and happiness, drawing parallels with the well-known Pareto principle. Business Strategies for Family Life: Roger and Dr. Thayne explain how the structure and discipline of business strategies can be adapted to family life, encouraging accountability, planning, and the importance of maintaining high expectations, even when faced with mental health challenges. An Organized Home Environment: Lastly, the episode emphasizes the benefits of a more intentional and structured approach to managing the household, similar to how one would navigate a business, fostering a healthier and more productive family dynamic. This episode is a must-listen for anyone interested in business leadership to understand how family therapy principles can create powerful outcomes for a business’s progress. Join us for an episode that promises to reshape the way you think about leadership, both at the office and at home. Thank you for listening to this episode of Building the Premier Accounting Firm. For more information on how you can start or build the premier firm in your area, call Universal Accounting Center at 801-623-6707 or at your convenience. 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: As part of the conversation, we have for our listeners the opportunity to take advantage of the . The App to Help Parents and Teens Build Trust at Home. Because parents and teens have never been busier or overwhelmed. The Trustyy app is the first designed to help parents build mutual trust, address issues competently and consistently, and strengthen their relationships with their teens. Likewise, take a moment and receive free access to the that was discussed on the show. This is a MUST-DO activity for parents, especially for those with teens, young adults, and newlyweds. It’s also used by counselors, youth ministers, financial planners and more. Take the time to see what you can do to live debt-free and have a healthy committed relationship. 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/29897213

This Week on BPAF : Dr. Tim Thayne 03/04/2024

Mastering the Art of Delegation on the Accountrepreneur’s Journey w/ Jason Blumer 02/28/2024

Mastering the Art of Delegation on the Accountrepreneur’s Journey w/ Jason Blumer Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger dives into the entrepreneurial journey of Jason Blumer, one of the most renowned voices in the accounting world. Here are the key takeaways from their insightful conversation: From CPA to Business Leader: Jason shares his personal story of moving from the structured world of working as an accountant to the dynamic realm of entrepreneurship, coining the term “accountrepreneur” to describe this unique crossover. Strategic Delegation and Operational Efficiency: As a business grows, the necessity to delegate becomes more pronounced. Roger and Jason emphasize how hiring the right operational staff is crucial for maintaining both efficiency and profitability. Navigating Business Growth: Roger and Jason explore the challenges that come with a growing company, particularly when hitting the 25-32 employee mark. Jason advises that this is the time for owners to pivot from revenue generation to focusing on visionary and managerial responsibilities. Building Effective Teams: Jason stresses the importance of defining clear roles and assembling teams that align with the business owner’s strengths and the company’s objectives. Leadership and Delegation: Learn how leaders can recognize when it’s time to step back from certain tasks and trust their team for the business’s sustained success. Supportive Environments and Constructive Feedback: Jason underlines the value of creating a culture that encourages feedback and the pursuit of external support systems to maintain accountability and the well-being of both the owner and the organization. Key Advice for Aspiring ‘Accountrepreneurs’: Listeners will gain insights into the mindset and strategies needed to successfully transition from a technical role into a thriving entrepreneur. Stay tuned as we delve into these themes and uncover the lessons Jason Blumer has learned on his journey to building a successful and sustainable business. Whether you’re a CPA looking to branch out or an entrepreneur at heart, this episode is packed with actionable advice to help you grow and manage your venture effectively. If you’re ready to take the next step on your Accountrepreneur’s Journey, give Universal Accounting Center a call at 801-623-6707 or at your convenience. 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: Jason offer, join the community and save: 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 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: 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/29980753

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