Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses effective communication with Brenden Kumarasamy.

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: Roger Knecht, president of Universal Accounting Center 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 TED.com, 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: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: https://www.jeffreyshaw.com/lingo-review Take the time to work ON your business following The Turnkey Business Plan for accounting professionals. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

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: Universal Accounting Center 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 Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book Learn what it is you can do to become an author, leveraging your expertise to market effectively your services and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best...

Join us this Wednesday for a new episode where Roger discusses revolutionizing HR for the heart-centered workplace with Candice Elliott.

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: Roger Knecht, president of Universal Accounting Center Guest Name: Russ Anderson CPA, Russ Bradshaw CPA Sponsors: Universal Accounting Center ● 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 offer quality accounting services as: ● Professional Bookkeepers, PB ● QuickBooks Specialists, QS ● Professional Tax Preparers, PTP ● Profit & Growth Experts, PGE For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

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: Universal Accounting Center 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 8th-best accounting podcast. 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 3.3 Rule, 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 1099 opportunity 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 Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is...

Join us this Wednesday for a new episode where Roger discusses how to get more done in less hours with John Briggs.

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: Roger Knecht, president of Universal Accounting Center 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: Universal Accounting Center ● 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 www.WindfallPartners.com. 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 Profit & Growth Expert today: ● “in the BLACK, nine principles to make your business profitable” – e-book For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

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: Universal Accounting Center 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 8th-best accounting podcast. 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. tmoy@mbe.cpa Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some...

Join us this Wednesday for a new episode where Roger discusses automation with Tim Moy.

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: Roger Knecht, president of Universal Accounting Center Guest Name: Jesse Rubenfeld, 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. FinOptimal 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: Universal Accounting Center 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 Profit & Growth Expert and apply the Universal Business Builder system with confidence. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For...

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: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Free Outsourcing Improvement or Discovery Session - https://calendly.com/lwhittam-nlw 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 Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s...

Join us this Wednesday for a new episode where Roger discusses outsourcing with Laurence Whittam.

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: Roger Knecht, president of Universal Accounting Center 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 Journal of Accountancy, Accounting Today, AMEX Open Forum, and is the Co-Host for the CPA advisory show. Chris has been selected as one of the "40 Under 40" 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 American Institute of CPAs (AICPA) as a member of the Leadership Academy’s 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: Universal Accounting Center ● 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 Profit & Growth Expert today: ● “in the BLACK, nine principles to make your business profitable” – e-book ● “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Become a Profit & Growth Expert. 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 check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

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: Roger Knecht, president of Universal Accounting Center Guest Name: Isaac Smith 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: Universal Accounting Center 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 Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable...

Join us this Wednesday for a new episode where Roger discusses building a bookkeeping service for ecommerce businesses and working with teams overseas with Isaac Smith.

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: Roger Knecht, president of Universal Accounting Center 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: Universal Accounting Center ● 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! https://chrisducker.com/ 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 Profit & Growth Expert today: ● “in the BLACK, nine principles to make your business profitable” – e-book For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

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 schedule an appointment online at your convenience. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dr. Tim Thayne Sponsors: Universal Accounting Center 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 TRUSTYY APP. 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. www.trustyy.com/uac Likewise, take a moment and receive free access to the Money Management and Couples Course 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. https://universalbusinessbuilders.com/money-management-video-course For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the...

Join us this Wednesday for a new episode where Roger discusses integrating family therapy principles in business leadership with Dr. Tim Thayne

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 schedule an appointment online at your convenience. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jason Blumer Sponsors: Universal Accounting Center 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: https://thriveal.com/contact/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you...