Building the Premier Accounting Firm

Join us as we revisit this conversation from 2023! Welcome to 'Building the Premier Accounting Firm' podcast with your host Roger Knecht. In this episode, Roger chats with Brannon Poe, an accomplished accountant, and entrepreneur with over 20 years of experience in the industry. Brannon takes us on his journey, sharing what drew him to accounting, how he started his company, and the valuable lessons he learned along the way. He shares his expertise on the factors that make a firm valuable for selling or buying and the most important thing to consider while evaluating a business to buy, such as the client list, operating procedures, or culture of the company. Brannon also discusses his take on businesses acquiring other businesses that offer different but complementary services and shares his advice for both the seller and the buyer. He delves into how to approach valuation when planning to buy a business and shares his thoughts on virtual firms and how attractive or unattractive they are to buyers. Tune in to this episode of 'Building the Premier Accounting Firm' for all this and more, and learn from the expertise of one of the industry's most successful and experienced professionals! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Brannon Poe Poe Group Advisors (PGA) was founded by Brannon Poe, CPA. Brannon has been brokering Accounting Firms for 20 years. He got his start as a CPA at Ernst and Young. In 2003 he began facilitating accounting firm sales on the East Coast of the U.S. Now, PGA has helped facilitate hundreds of transitions all over the U.S and Canada. PGA creates content, including the Accountant’s flight plan podcast, that helps firm owners buy, sell and grow their business. Poe Group Advisors’ nationally recognized brand and content means they have thousands of qualified buyers in their database. The PGA sales process ensures favorable deals, compatible buyer/seller matching and a quick, guided transition. PGA helps sellers exit with cash and buyers enjoy a compatible firm with high client and employee retention. Brannon is a thought leader and author of several books within the accounting space, creating content that has been published by the AICPA and CPA Canada. In 2019 Brannon began Accounting Practice Academy™, a virtual workshop that helps accounting firm owners make more, work less and have fun while doing it. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Steven Covey encourages us to “begin with the end in mind” so take the time to work on your business following the proven Turnkey Business Plan for accounting professionals. This hour-long training is exactly what you need to build the premier accounting, bookkeeping, tax business in your area. Robert Siegfried, CPA is the CEO and Founder of The Siegfriend Group – a leading, national CPA firm. A longtime colleague and friend of Brannon’s, Rob grew his practice from a startup firm to one with over $100 million in revenue while maintaining primary control. He’s shared his methods with us and we want to share them with you. - Get the Firm Growth Guide Now Now you're ready to receive your “Business Score” with an initial valuation of your company. See how the 8 drivers that determine the value of a business apply to your company and what can be done to remove any risks that currently exist. 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...

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: Universal Accounting Center 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: www.providentfinancialservicesltd.com 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...

Join us this Wednesday for a new episode where Roger discusses fractional CFO services with Ben Risser.

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: Roger Knecht, president of Universal Accounting Center Guest Name: Natalia Zacharin In 2019, after years of working for other firms, Natalia officially opened her own firm, Zacharin Consulting; 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: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Check out our previous conversation with Natalia, passion-and-gratitude-does-pay-off! 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 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 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: 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: “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...

Join us this Wednesday for a new episode where Roger discusses successful mergers and strategic exits with Craig Primo.

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: Roger Knecht, president of Universal Accounting Center Guest Name: Matthew Banker 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: Universal Accounting Center ● 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: https://marketingforaccountingfirms.com/ 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, watch it NOW! Books ● Don’t make me think ● Story Brand ● One Page Marketing 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 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

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: Universal Accounting Center 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: https://www.amyvetter.com/newsletter Also consider her Online Courses: https://www.businessbalancebliss.com/pages/mindfulness-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 Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and...

Join us this Wednesday for a new episode where Roger discusses mindfulness with Amy Vetter.

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: Roger Knecht, president of Universal Accounting Center Guest Name: Rocky Lalvani, 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: Universal Accounting Center ● 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. freefinancialself.com/UAC 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 ● Profit First - Transform your business from a cash-eating monster to a money making machine using this proven system. Offer CFO and Advisory services with confidence and competence following the Universal Business Builder process. As a certified Profit & Growth Expert you will help your clients apply the principles of Profit First & Value Builder as you apply the CFO Project processes. 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...

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: Roger Knecht, president of Universal Accounting Center Guest Name: Brenden Kumarasamy Sponsors: Universal Accounting Center 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 https://www.rockstarcommunicator.com/ 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...

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...