Building the Premier Accounting Firm

Roger Knecht
  • 5.0 (17)
  • Entrepreneurship
  • Updated Daily

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. 3d ago

    From Prospect to Profit: Building an Accounting Firm That Actually Delivers Advisory w/ Mark Martukovich

    Thank you for listening to another episode of the Building the Premier Accounting Firm podcast. Today, Roger Knecht and guest Mark Martukovich discuss the shift from transactional compliance to high-value advisory services for accounting firms. They explore how to define, price, and deliver advisory work, focusing on business valuation, client relationships, and proactive tax strategies for accounting professionals. Key Takeaways: Define clear advisory service roadmaps to move beyond reactive client interactions and offer proactive solutions. Structure pricing for advisory services based on value, not just hours, distinguishing it from compliance work. Transition client relationships from annual customers to ongoing clients with recurring, contractual engagements. Understand the shift in business valuation from top-line revenue to EBITDA, especially with profitable advisory services. Leverage existing expertise to productize advisory offerings, even starting with basic business and tax efficiency concepts. Featured Quotes: "Our firm, for example, has 60 to 65% of its revenue that's tied to recurring maintenance agreements that are advisory focused."  "Most people, when they think about what their business is worth, they think it's worth this. The reality is it's worth this." "They're finding it in the wrong places. We are the experts and we can provide this and be very successful with it."  Behind the Story: Mark Martukovich recounts his evolution in the accounting profession, highlighting the critical moment he recognized the untapped value in client conversations. He details the practical steps his firm took to formalize advisory services, moving from ad hoc advice to structured, profitable engagements. This shift not only redefined client interactions but also substantially increased the firm's valuation, underscoring the potential for accounting professionals to transform their practices. Top 3 Highlights: Advisory vs. Compliance: Learn to differentiate and package advisory services, moving beyond reactive tax preparation to proactive, value-driven client engagement. Valuation Matters: Understand how advisory services increase firm profitability, shifting business valuations from top-line revenue multiples to higher EBITDA-driven metrics. Productize Your Expertise: Turn common client questions and your inherent accounting knowledge into structured, billable advisory programs that clients are eager to pay for. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: • Advisory Diagnostic Form — Gauge your firm's advisory readiness • Execution struggles? Contact Mark at busadvisory.com • "Red to BLACK in 30 days" — Guide to small business turnarounds • "in the BLACK" — Nine principles to maximize business profitability • "Your Strategic Accountant" — Understand the 3 Core Accounting Services (CAS) • "Your Profit & Growth Expert" — Offer advisory services with total confidence Join a group of like-minded peers at GrowCon 2025 to stay up-to-date on trends and build your practice. Connect with our community via the Facebook Tips Group or the UAC Fanpage, and subscribe to our newsletters: Accounting Success & The Universal Newsletter

    54 min

  2. 5d ago

    This Week on BPAF : Mark Martukovich

    Join us this Wednesday for a new episode where Roger discusses how to make your firm advisory centric with Mark Martukovich.

    1 min

  3. May 23

    Rewind : The Working Nomad Lifestyle & Achieving Financial Independence w/ Shlomo Freund

    Welcome to the latest episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger talks to Shlomo Freund, a seasoned entrepreneur and investor with 18 years of experience. Shlomo shares his inspiring journey of entrepreneurship and his experiences running a remote business. He highlights the upsides and downsides of working remotely and provides valuable advice on how to work remotely with family. He also discusses how working remotely with family benefits the kids and provides insights from his personal experiences of working remotely and traveling around the world. Retirement is an important topic for entrepreneurs, and Roger and Shlomo dive into what retirement means for entrepreneurs and how to deal with it. They also talk about the value a financial planner brings to the table and how accountants can help clients prepare for financial freedom. And on the subject of attaining financial freedom, they discuss the topic of diversifying your investments as Shlomo opens up about his niche website venture. If you're an entrepreneur or small business owner looking for advice on running a remote business, preparing for retirement, or diversifying your finances, this episode is a must-listen. Join Roger Knecht and Shlomo Freund as they share their expertise and insights on "Building the Premier Accounting Firm". Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Shlomo Freund Shlomo is a seasoned entrepreneur with 18 years of experience and a passion for helping others reach their financial goals through niche website investing. He has been an investor since 2006 and has a proven track record of success, starting with stocks and later expanding into international real estate and crowd investing. Shlomo is also a location independent professional and has built a lifestyle that allows him to work remotely and travel with his family. He is a proud father of three young girls, aged 7, 2 and 2.5 months, and is currently homeschooling them while on their workation adventures. In addition to his personal experience, Shlomo offers coaching and consulting services to individuals through his company Free Financial Self (www.freefinancialself.com), looking to invest in niche websites, as well as businesses seeking to grow through website acquisition. With his expertise and passion for the industry, he helps clients align their financial goals with their lifestyle aspirations. You can reach Shlomo directly either on Linkedin or Twitter 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: ●        "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

    52 min

  4. May 20

    Convert Leads Fast: How to Build Lead-to-Paid Systems w/ Irene Seelig

    Thank you for joining us for another episode of Building the Premier Accounting Firm, the show that helps you grow your firm. Today, host Roger Knecht interviews Irene Seelig, CEO and co-founder of AccountGroove, to discuss how accounting firms can stop undercharging and wasting time on bad-fit clients. They cover building scalable advisory practices, leveraging AI for lead-to-paid systems, and the importance of CRMs in managing client relationships for accounting success. In This Episode: 00:00 Introducing AccountGroove and Irene Seelig 03:39 Why Accountants Undercharge for Services 08:19 Leveraging AI for Pricing & Packaging 13:43 Avoiding Bad-Fit Clients 17:43 Intentional Lead Generation and Responsiveness 20:42 Scaling Through Advisory Practices 26:34 Managing Client Expectations and Accessibility 30:07 Understanding and Leveraging a CRM System 36:13 From Lead to Paid: Streamlining Client Acquisition 39:54 Gratitude and Closing Remarks Key Takeaways: Reframe pricing from an hourly mindset to a value-based perspective, focusing on the outcomes provided to clients. Utilize data and AI to optimize proposal conversions and determine appropriate pricing for services, avoiding undercharging. Implement intentional lead generation and a scoring system to filter out bad-fit clients and focus on ideal niches. Respond to leads quickly using automated systems to significantly increase conversion rates. Introduce advisory services into bookkeeping and tax businesses to create recurring revenue models and increase firm profitability. Featured Quotes: "The value that they provide was just undercharged for, you know, the output that we ended up receiving from that sale." — Irene Seelig "If you don't respond within 60 seconds to a lead, you're, it's, you're dropping the conversion rate." — Irene Seelig "Accounting success is universal." — Roger Knecht Behind the Story: Irene Seelig and her co-founder built and sold a successful tech firm, working with major brands like Adidas and Burberry. This experience highlighted the crucial, yet often undervalued, role of their accountants and bookkeepers in the sale. This realization inspired them to create AccountGroove, a "lead-to-paid" system designed specifically for accounting firms. Their goal is to help these firms recognize their worth, charge appropriately, and build efficient, scalable businesses by leveraging data, AI, and strategic client management. Top 3 Highlights: Value-Based Pricing: Shift from hourly billing to value-based pricing, using data to inform proposals and increase contract values. Smart Client Filtering: Implement an AI-powered lead scoring system to identify ideal clients, automate responses, and route leads efficiently. Scalable Advisory: Transform traditional bookkeeping and tax services into recurring advisory models to boost firm profitability and client engagement. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get one month free when you sign up by booking a demo at www.accountgroove.com/universalaccounting    Are you ready for a change, both personally and professionally?  Then accept and participate in the Accountrepreneurs Challenge.  This is a FREE opportunity to apply best practices and make this the best year yet in your career.   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This conference is one you don't want to miss.   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."  "in the BLACK, Nine Principles to Make Your Business Profitable"  "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business.  "Your Profit & Growth Expert" - Offer CFO & Advisory services with confidence and competence.  Take the time to understand what your clients expect from you as their accountant. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   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.  Register to attend GrowCon and 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

    48 min

  5. May 18

    This Week on BPAF : Irene Seelig

    Join us this Wednesday for a new episode where Roger discusses lead to paid with Irene Seelig

    1 min

  6. May 13

    Why Most Firms Get Their Valuation Wrong w/ Tim Brackney

    Welcome to another episode of Building the Premier Accounting Firm with host Roger Knecht. Today, Roger sits down with Tim Brackney to discuss how to build a premier accounting firm, focusing on private equity strategies, firm valuation, and the importance of a clear North Star vision. Learn how Springline Advisory identifies top-tier middle-market advisory businesses by evaluating economic, strategic, and cultural fits, and why a people-first approach is key to success. In This Episode: 00:00 Welcome & Guest Introduction 01:12 Tim's Journey to Springline 03:19 Springline's Goal & Middle Market 05:59 Appeal of the Mid-Market 07:23 Three Vectors for Acquisitions 09:16 Valuation in Acquisitions 12:27 Strategic Fit in Acquisitions 18:11 Cultural Fit Assessment 21:53 Defining Advisory Services 24:31 Best Practices: Future Focus 28:50 Cautionary Tale & Equity Mindset 32:48 Show Sponsors & Episode Summary 37:04 Closing Thoughts & Call to Action Key Takeaways: Define your firm's "North Star" to guide strategic decisions and inspire your team. Understand private equity valuation metrics, focusing on profitability (EBITDA) over traditional revenue multiples. Prioritize cultural fit and talent retention, fostering an "irresistible firm" environment. Develop advisory services with outcome-oriented projects, offering more flexible pricing and higher profitability. Provide ownership opportunities and transparency to motivate team members and cultivate an enterprise mindset. Featured Quotes: "One of the best opportunities that you can have to learn the language of business is in accounting." - Tim Brackney "You have to carve out time and space to make sure that you understand at least what your North Star is." - Tim Brackney "If you've defined a North Star and you can bring your team along with you, there's a huge amount of unlock that comes with it." - Tim Brackney Top 3 Highlights: Valuation Focus: Private equity values firms based on profitability (EBITDA), leadership strength, and recurring revenue, moving beyond traditional revenue multiples. Strategic Fit: Springline Advisory targets middle-market firms with strong leadership and geographic dispersion, aiming to build a full-service advisory firm. Cultural Alignment: A detailed cultural survey and shared values are key to ensuring new firms integrate seamlessly, fostering an "irresistible" environment for both clients and colleagues. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. 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 Services (CAS - Client 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. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   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.  Register to attend GrowCon and 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

  7. May 6 ·  Video

    Rethinking Accounting Education w/ David Waite

    Thank you for joining us for another episode of Building the Premier Accounting Firm. Today, host Roger Knecht and David Waite discuss the evolving accounting profession, focusing on how education must adapt to prepare students for a world with AI and changing job roles. They explore the shift from traditional accounting tasks to advisory services and critical thinking. Episode Navigation: 00:00 Welcome and Introduction 01:02 David's Accounting Journey 06:53 The Limited Scope of Accounting Education 11:35 The Need for Educational Reform 15:37 Introducing Bookkeeping into Academia 20:01 Intuit's Role in Modernizing Accounting Education 26:06 Universal Accounting's Approach to Bookkeeping Training 31:13 Empowering Accountants with Business Acumen 41:57 AI's Impact on Accounting Education 47:39 Teaching Principles vs. Data Entry 51:52 Managing AI and Core Principles 56:48 From Task-Doers to Problem-Solvers 01:02:04 Confidence, Competence, and the Future 01:10:30 Personal Reflections and Insights 01:15:29 Work-Life Balance Philosophies 01:18:30 Prioritization and Delegation 01:23:37 Rapid-Fire and Future Outlook Key Takeaways: Rethink accounting education to move beyond rote tasks and emphasize critical thinking for future professionals. Recognize that the accounting profession offers diverse career paths beyond the traditional CPA and public accounting roles. Integrate technology like QuickBooks and AI into curriculum to prepare students for real-world accounting practices. Teach students to question and analyze AI outputs, ensuring they maintain fundamental understanding and professional judgment. Equip graduates with confidence and competence to navigate an accounting landscape increasingly focused on advisory services and business process understanding. Featured Quotes: "If you find something that you're good at, that you like to do, that you like to study, go into that." - David Waite "We're commoditizing the hindsight work… now we're getting more into the insightful side… and now we're going to be spending a lot more time… in the foresight." - Roger Knecht "We're teaching you how to think in a way that whatever comes your way, you're going to figure it out." - David Waite   Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a demo of Maxima here: https://www.maxima.ai/book-a-demo   Are you ready for a change, both personally and professionally?  Then accept and participate in the Accountrepreneurs Challenge.  This is a FREE opportunity to apply best practices and make this the best year yet in your career. Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This conference is one you don't want to miss. 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."  "in the BLACK, Nine Principles to Make Your Business Profitable"  "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business.  "Your Profit & Growth Expert" - Offer CFO & Advisory services with confidence and competence.  Take the time to understand what your clients expect from you as their accountant. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   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.  Register to attend GrowCon and 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

    1h 31m

  8. May 2

    Rewind : SEO for Accountants & More! w/ Kelly Gonsalves

    Join us as we revisit this conversation from 2022! In this episode of Building the Premier Accounting Firm, you'll learn what you need to do with your online presence to get people to find you and act, to call or book an appointment to meet with you. We all hear it, again and again, there are things we need to have a profitable and effective online presence: Search Engine Optimization (SEO) Writing Content Blogging But what does this all mean and what do we need to do to be relevant and found online.  Roger and Kelly have an in-depth conversation that we all need to hear to leverage our online presence to get clients and grow the business. Ask yourself, are you being found online and are you happy with your online presence?  What are the first things first that we all need to consider and prioritize? Get ready to take notes and listen in. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Kelly Gonsalves Mix a creative mind with a number-cruncher, then throw in a dash of New York City attitude and what do you get?  Kelly Gonsalves - a true entrepreneur that is all in, all the time.  She has started three companies, including a co-founding role in Ideation: Think Forward.  Kelly is a force to be reckoned with.   Her first endeavor began just five years ago when Kelly founded Totally Booked (TM).  The purpose: to assist every small business in becoming more profitable by utilizing efficient accounting processes.  Most people would sit back and coast on their success - but Kelly isn't "most people".  She's shown no signs of slowing down. In 2020, Kelly founded a new venture, totally seo. The major mission of totally seo is simple: to get accounting professionals and app partners more visibility from the audience they desire, so they can focus on creating the strong business they deserve.  Where else has this passion for small business solutions taken her?  Kelly is a QuickBooks Advanced Certified ProAdvisor (™), a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, as well as the host of Insightful Accountant's QB Talks: App Neighborhood Watch.  In her downtime Kelly spends her weekends paddle boarding on the lake with her dog, Nina, cooking up a great meal, or taking on DIY projects at her new home.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: First, do you have a website?  If not get online for FREE with Universal Accounting Sites. Next, let's optimize your website.  Reach out to Kelly and find out what you can do with her help to improve your online presence to get you the clients you deserve.  There's also a discount to take advantage of.  Check it out: https://www.totally-seo.com/ Then we need to see how this all applies to your entire business plan.  There's a Turnkey Business Plan for accounting professionals so make sure you're following the tried and proven steps to building a successful business. Also, understand how you can best leverage your online presence using technology to now automate the marketing and sales process to grow a virtual accounting business.  This is a webinar you don't want to miss.  Watch it now! Build your bookkeeping business today following the Virtual Bookkeepers Roadmap.   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.   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

    35 min
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About

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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