Building the Premier Accounting Firm Roger Knecht

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 P

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.
 

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 pr

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:
Have The Brand Message on Your Website Home Page Reviewed https://www.jeffreyshaw.com/lingo-review 
 
Take the time to work ON your business following 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.
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For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please vi