Building the Premier Accounting Firm

Roger Knecht
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Building the Premier Accounting Firm

A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Client On-boarding, Client Relations & Retention, etc. This podcast will help you become an Accountrepreneur, to work ON your business with advice from the experts.

  1. HACE 20 H

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

    Join us as we revisit this conversation from 2020! Starting a business is full of risk but with a “can-do” attitude you make things happen.  Whether Lemons to Lemonade or obstacle to opportunity listen to Dave as he shares his story and the insights he now must start and build a successful business. Pay attention to the “Had to” moment and consider how it applies to you and your situation. From self-funding the business, dress code to pricing strategies.  I am sure this is something you’ll relate to as you consider your same journey to build a profitable accounting business.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: David Jenyns David’s entrepreneurial journey begins back in his early 20’s when he sold Australia’s most loved sporting ground, the Melbourne Cricket Ground. Since then, his business experience spans from franchising retail clothing stores, to founding one of Australia’s most trusted digital agencies, melbourneSEOservices.com.  In 2016, he successfully systemised himself out of the business, hired a CEO and stepped back from the daily operations. Through this process he became a systems devotee – founding systemHUB & SYSTEMology. Today, his mission is to free all business owners worldwide from the daily operations of running their business.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   SystemHub and Systemology  www.SYSTEMology.com Systemhub is a cloud-based software platform that enables you to store your systems, processes and checklists. While Systemology is a 7 steps process for systemising your business.  The SYSTEMology® process works independently of systemHUB - that is, you don't need systemHUB to deploy SYSTEMology®. systemHUB is simply a tool to support the process.   Offers: Virtual Bookkeeper’s Roadmap – Learn how to deliver virtual bookkeeping services – monthly bookkeeping workflows using document management as well as proven strategies to maximize your productivity. Client on-boarding workflows, best practices, checklist, flowcharts, scripts, & meeting agendas. Value Builder (Business Score) – Take 15 minutes to assess your business to identify its strengths and areas of improvement that you can work ON to increase the valuation of your company. Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are must have additions to every accountants library to provide the value clients look for 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 Request your free introduction to this new book to help you in your business: www.SYSTEMology.com/book Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

    57 min

  2. HACE 3 DÍAS

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

    Welcome to another insightful episode of “Building the Premier Accounting Firm,” where we dive deep into the crucial practices that firm owners need to shape a thriving accounting practice. This week, our focus is on the pivotal roles of leadership and workplace culture, essential components for any firm aspiring to excellence. Join your host, Roger Knecht, as he engages in a compelling conversation with our guest, Jessper Maquindang. Jessper is a renowned expert in leadership strategies and organizational development, particularly within the accounting industry. In this episode, Jessper Maquindang shares his wealth of knowledge on fostering a dynamic workplace culture that encourages growth and innovation. Together with Roger, they explore the nuances of leadership skills that are vital for inspiring teams and nurturing an environment of trust and collaboration. Jesper’s insights are not just theoretical; they are practical strategies that have been proven effective in real-world settings. Here are some of the main themes of the episode: Key Leadership Skills: Public Speaking & Listening: Inspire and include employees. Private Speaking & Listening: Foster confidential coaching and self-reflection. Confidentiality: Essential in private conversations to maintain trust. Motivation Tactics: Public praise and discreet criticism are recommended. A Model for Mentorship: Jessper emphasizes “LIFE” principles: Listening, Innovation, Futuristic Thinking, and Encouragement. Highlights the importance of active listening, innovative ideas, a clear mission, and positive feedback to create a supportive and engaging team environment. Addressing Remote and Hybrid Work Challenges: Personal check-ins and regular team meetings are suggested to enhance relationships and prevent burnout. A shift from traditional leadership to empathetic and adaptable approaches is encouraged, empowering team members and facilitating conflict resolution. Personal Leadership Experiences: Importance of a clear mission statement and openness to feedback for motivation and success. Quotes John Maxwell on the joy of helping others grow and advocates for serving others as rewarding. Additional Resources: Mention of the STAR program for accountability. Networking opportunities at GrowCon. Support from Universal Accounting for business needs. Tune in to explore how these insights can help you build a premier accounting firm with a thriving workplace culture.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: As a Behavioral Elements Certified Guide, I invite you to take the complimentary Behavioral Elements Assessment. Risk-free. No strings attached. I just want to start empowering you on your leadership journey. https://www.famileadconsulting.com/free-gift   Learn more about the S.T.A.R. Program, building a culture based on accountability: https://www.uacourses.com/courses/s-t-a-r-hr-training   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a 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 understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to 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 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 practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It’s here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.   For Additional FREE Resources for accounting professionals 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

    42 min

  3. HACE 5 DÍAS

    This Week on BPAF : Jessper Maquindang

    Join us this Wednesday for a new episode where Roger discusses building an effective leader with Jessper Maquindang.

    1 min

  4. 14 DIC

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

    Join us as we revisit this conversation from 2020! Witnessing the evolution of accounting over the years has been very insightful.  Each change can be intimidating but, more empowering.  From paper to computer, software to the cloud, artificial intelligence (AI) to real-time and actionable information accounting remains relevant so what are we doing as an accounting profession to stay ahead of the curve? Listen as Clayton and Roger discuss technology and it’s impact on accounting to the 6 areas of business the accounting needs to pay attention: Customer Relationship Management (CRM) Document Management Business Analytics Payroll & Human Resource (HR) Point of Sell / e-commerce Inventory Management   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Clayton Oates Clayton is committed to helping Small Business, Accountants, Bookkeepers & Technology Companies to connect with each other (and the clients and customers they serve) to have a better life. Clayton will inspire you! This (Ex) Accountant is living proof of how you can dramatically transform your life by helping others. A passionate and engaging communicator who draws on more than 25 years’ experience in the Accounting Technology Industry. During this time Clayton and his team at QA Business have educated more than 20,000 small business owners, operators, accountants, bookkeepers and consultants in utilizing technology to buy back precious time from their businesses. Clayton now devotes his time and energy in helping educate other Advisors around the world on how they can be the Difference Maker for their clients. Clayton has a unique style of presenting and you are going to love what he has to share. (Clayton is also a recognized Top Thought Leader in Accounting Technology by CPA Practice Advisor)   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 each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are must have additions to every accountants library to provide the value clients look for 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   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801-265-3777

    54 min

  5. 11 DIC

    From Homeschooling to E-Commerce Success: Cyndi Thomason’s Profit-First Journey

    Welcome to this episode of “Building the Premier Accounting Firm,” where we delve into the transformative power of specialization and self-sustaining business models in the accounting industry. Today, we are joined by the remarkable Cyndi Thomason, a Certified Profit First Professional and the visionary founder of Bookskeep. Cyndi has carved a niche in the e-commerce world by implementing innovative strategies that enhance profitability and operational efficiency. Together, we’ll explore her journey from a diverse clientele to becoming a leader in e-commerce specialization, the benefits of niche focus, and the importance of building a resilient, independent business. Get ready for an inspiring discussion on balancing professional growth with personal life, and discover actionable insights to elevate your business to new heights. Cyndi’s Journey to Profitability in E-Commerce: Began by helping a friend, leading to the adoption of Mike Michalowicz’s “Profit First” methodology. Transitioned from a diverse client base to specializing in e-commerce, addressing specific challenges like technology and inventory management. Niche Specialization Benefits: Improved systems and targeted marketing strategies. Co-authored “Profit First for E Commerce,” focusing on inventory solutions and client narratives for relatability. Gained speaking opportunities and adapted to online advisory roles, particularly for women-owned brands. Delegation and Business Independence: Emphasized the importance of transferring processes to team members to ensure business sustainability. Implemented a four-week leadership vacation to identify organizational gaps and encourage autonomous decision-making. Personal experiences underscored the necessity of a dependable team during crises, allowing personal time for family. Balancing Business and Personal Life: Discussed challenges women face in balancing home and business duties, advocating for a supportive network. Outlined three stages of business ownership: job holder, enjoying ownership benefits, and becoming an investor or visionary. Transformation and Growth: Cyndi’s evolution from a homeschooling mother to a successful e-commerce business owner using a profit-first approach. Collaboration with Michalowicz and niche specialization catalyzed significant business growth. Conclusion: Encourages serious approaches to life and business. Thanks to Cyndi for her insights. Promotes resources and networking opportunities for further business improvement. Call to Action: Explore the “Profit First” method for enhanced business profitability. Consider niche specialization to address specific industry challenges effectively. Build a reliable team to support business operations and personal priorities.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Vist Cyndi’s website: https://www.bookskeep.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 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 understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to 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 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 practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It’s here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.   For Additional FREE Resources for accounting professionals 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

    43 min

  6. 8 DIC

    This Week on BPAF : Cyndi Thomason

    Join us this Wednesday for a new episode where Roger discusses Clokworking your business with Cyndi Thomason

    1 min

  7. 4 DIC

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

    Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht. This episode features special guest John Hewitt, a leading strategist in building accounting firms from the ground up. Join us as he shares his wealth of knowledge in business development to guide you in transforming your accounting practice into a leading firm. Main Highlights: Understanding the Landscape: John provides expert insights into the current accounting industry, highlighting what sets a premier firm apart from the rest. Strategic Planning: John shares his perspective on setting clear goals and developing strategic plans that align with a vision for growth and excellence. Client-Centric Approach: Roger and John emphasize focusing on client needs and building long-lasting relationships that drive success. Innovation and Technology: John discusses the role of technology in modern accounting and how to leverage it for efficiency and competitive advantage. Team Development: Roger and John explore the importance and process of cultivating a skilled and motivated team to support your firm’s objectives. Brand Building: Discover John’s strategies for establishing a strong brand identity that resonates with your target audience. Join Roger Knecht and John Hewitt as they offer expert advice and actionable insights to help you elevate your accounting practice to premier status. Whether you’re a seasoned accountant or new to the field, this episode is your roadmap to success in the accounting industry, enriched by John Hewitt’s wealth of experience. If you’re feeling curious about starting your own firm, or want help implementing some of John’s strategies at your practice, call 435-344-2060 to connect with Universal Accounting Center’s team of experts.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: John has been kind enough to offer you a complimentary copy of his book “iCompete”  Go here to take advantage of this opportunity:  https://loyaltybrands.com/ https://www.amazon.com/iCompete-Extraordinary-Strategy-Winning-Yours/dp/1682610063 And for fun, here’s an MP3 version to enjoy: https://www.dropbox.com/s/fgtg7c921bsdvii/iCompete_%20How%20My%20Extraordinary%20Strategy%20for%20Winning%20Can%20Be%20Yours.mp3?dl=0   Also, now is the time to become a skills tax professional, offering quality tax planning & preparation services.  See now what you can do to become a Professional Tax Preparer, PTP   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 understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.     In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It’s here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.   For Additional FREE Resources for accounting professionals 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

    45 min

  8. 2 DIC

    This Week on BPAF : John Hewitt

    Join us this Wednesday for a new episode where Roger discusses exponential growth with John Hewitt

    1 min
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A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Client On-boarding, Client Relations & Retention, etc. This podcast will help you become an Accountrepreneur, to work ON your business with advice from the experts.

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