Building the Premier Accounting Firm

Roger Knecht
  • ٥٫٠ (١٧)
  • ريادة الأعمال
  • مرتان في الأسبوع

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. قبل ٣ أيام

    Rewind : 5 Skills to Be Successful w/ Rob Brown

    Join us as we revisit this conversation from 2021! As accounting professionals, we each need to find the time to "sharpen the saw" to offer the quality accounting services our clients expect. Listen as Rob and Roger discuss each and how they apply to your business as you work to have the premier accounting firm in your area. This is a great conversation that is both personal and professional.  Rob and Roger open up, share some insights that might surprise you as they cover some perspectives on life that really do matter.  Consider it a moment to reflect and apply some life lessons in business. In addition to the 5 skills also listen as Rob then shares 3 things we each need to be. Enjoy. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Rob Brown Rob Brown is a renowned MC, facilitator and chair of virtual and in-person panels, conferences and events globally for the accounting/fintech profession. He is host of the popular Accounting Influencers podcast which interviews top accounting/fintech leaders and influencers about what makes good accountants great. After Covid hit, he chaired 24 virtual panels with leaders of global accounting networks/alliances to discuss the key issues and challenges (these are all on Youtube). He is co-founder of the Accounting Influencers Roundtable (AIR) mastermind group and his company the Business Development Academy, trains accountants to win business. He is the bestselling author of Build Your Reputation (Wiley) and his TEDx talk 'The Personal Brand of You' has been viewed 250K times on Youtube. Rob is a committed Christian, has a black belt in kickboxing, plays chess, loves orange chocolate, is allergic to grapefruit and plays four musical instruments to a decent standard.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Accounting Influencers podcast, that Rob hosts with Martin Bissett.  You can also listen and subscribe to it on the usual iTunes, Spotify etc Letting the good ones be great TedTalk – The Personal Brand of You Be sure to also follow the Turnkey Business Plan for accounting professionals.  This course is designed to give you the steps, processes and strategies you need to consider to build your business such as: Marketing & Sales Pricing Services to offer And more!   For Additional FREE Resources for accounting professionals check out this collection HERE!   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

    ٤٩ من الدقائق

  2. قبل ٥ أيام

    Master Tax Resolution and Give Clients Peace of Mind w/ Steven Weisberg

    In this episode of Building the Premier Accounting Firm, host Roger Knecht and guest Steven Weisberg discuss the expanding world of tax resolution services and why accounting professionals should consider offering them. Learn about effective marketing strategies, different types of tax resolution options, and the profound emotional relief clients experience. In This Episode: 00:00 Introducing Steven Weisberg: Tax Attorney 04:21 Tax Resolution: Attorney vs. CPA/EA 07:33 The Expanding Tax Resolution Market 12:10 Effective Marketing for Resolution Services 16:11 Navigating Tax Resolution Options 20:44 Pricing Resolution Services with Flat Fees 24:04 Emotional Relief and Ramifications of Inaction 31:14 Addressing Taxpayer Annoyance and Sovereign Citizen Claims 36:09 Key Takeaways and Final Advice Key Takeaways: Explore the history of tax resolution and why it's a growing field. Understand the distinctions between tax preparation, planning, and resolution services. Learn effective marketing techniques for tax resolution, focusing on value and client benefits. Discover the benefits of collaborative relationships with other tax professionals. Gain insights into various tax resolution options like installment agreements and currently non-collectible status. Featured Quotes: "The IRS is really the largest collection agency on the planet and the most powerful." — Steven Weisberg "They'll pay you monthly because they want this issue resolved." — Steven Weisberg "The earlier that your taxpayers can get to a professional that can help them, the more leverage that they have." — Steven Weisberg Behind the Story: Steven Weisberg shares his journey from corporate bankruptcy law to tax resolution, driven by a desire to help small businesses rather than large corporations. He highlights the growing need for tax resolution services due to IRS changes and discusses the critical role tax professionals play in advocating for clients against the powerful IRS. 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 in touch with Stephen on LinkedIn or visit his website taxdebtattorney.tax 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

    ٤٨ من الدقائق

  3. ٣ نوفمبر

    This Week on BPAF : Stephen Weisberg

    Join us this Wednesday for a new episode where Roger discusses tax resolution with Stephen Weisberg.

    ١ من الدقائق

  4. ١ نوفمبر

    Rewind : What Is A Business Really Worth? w/ Bharat Kanodia

    Join us as we revisit this conversation from 2021! As accounting professionals, we have opportunities to determine the value of our client's business but also work with them to increase it's worth.  Let's consider not only why but how we can help them work ON their business. Listen as Bharat and Roger discuss the things that establish the value of a business but how we can better bring value to the services we offer. Bharat also shares two things we need to consider that impact dramatically the valuation of a company today that we should all consider.  Get ready to take some great notes.  This will apply to you and your clients. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Bharat Kanodia, ASA Bharat Kanodia has appraised over 2000 businesses and signed off on assets worth $2.6 trillion in value. He has appraised unique assets like the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, Brooklyn Bridge, Mirage Casino LV, among many others. Bharat is the Host of the YouTube channel "What's it Worth" & Founder of Veristrat, a company that helps startup founders and VCs by telling them what their companies are worth. He lives in the San Francisco Bay area with his family and enjoys sailing, golfing, skiing, and horseback riding.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Be sure to follow Bharat on YouTube and Subscribe to his channel: See what a CPA firm is worth! Also follow him on: http://www.instagram.com/whatsitworthtv https://twitter.com/whatsitworthtv http://www.facebook.com/whatsitworthtv http://www.veristrat.com With that you also now need to get your Business Score.  After completing this online questionnaire you'll receive a detailed report outlining the 8 drivers that determine the value of your business along with an initial valuation of your company.  See now what your company is worth and what you can do to increase its value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   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

    ٤٩ من الدقائق

  5. ٢٩ أكتوبر

    3 Steps to Cash Flow Control and Debt Freedom w/ Dr. Howard Polansky

    In this episode of Building the Premier Accounting Firm, Roger Knecht and Dr. Howard Polansky discuss transforming financial perspectives from traditional debt management to a dynamic cash flow optimization. This episode explores Dr. Polansky's journey from dentistry to becoming a "cash flow optimizer" and how strategic use of lines of credit can dramatically reduce debt payments and increase financial flexibility for both personal and business finances. Learn how to better manage mortgages, business loans, and other debts by understanding the "new rules of finance" and achieve financial freedom sooner. Key Takeaways: Understand the critical difference between profit and cash flow, recognizing that cash flow is essential for day-to-day operations and financial stability. Learn how to strategically use lines of credit as a primary checking account to accelerate debt payments on mortgages, car loans, and business loans, rather than relying on traditional amortized payment structures. Gain insight into transforming your financial mindset from rigid debt obligations to achieving financial flexibility and resilience, enabling better navigation through unexpected life events. Access strategies to consolidate various debts into a single, manageable line of credit, allowing for a focused approach to debt reduction and greater financial control. Discover the emotional impact of financial freedom, emphasizing how reduced debt stress can lead to improved well-being and the ability to pursue life experiences and business growth. Chapter Summary: 00:00 Introduction to Dr. Howard Polansky 01:59 A Life-Changing Event and Career Shift 06:14 The Genesis of Financial Coaching 08:58 Financial Flexibility and Resilience 11:09 Cash Flow vs. Profit 14:11 Leveraging Lines of Credit 19:23 Motivation and Business Impact 23:27 Debt Consolidation and Empowerment 26:50 Money as Currency: Removing Friction 30:19 Resilience in Unexpected Challenges 34:22 Available Lines of Credit & Conclusion 39:52 Universal Accounting Resources Featured Quotes: "If life is this fragile and I'm unhappy with the path that I'm on, burn the ships. It's over." — Howard Polansky "I don't care about profit. I care about cash flow." — Howard Polansky "I'm trying to remove the friction from people's lives." — Howard Polansky Behind the Story: Howard Polansky recounts the harrowing experience of his son's severe appendicitis, leading to multiple surgeries and a profound question from his 12-year-old: "Am I dying?" This intense period made him re-evaluate his life and career, leading him to sell his dental practice. After a year of introspection, he stumbled upon a method to optimize cash flow, transforming his own finances. This new understanding became his calling, demonstrating that financial freedom provides not just wealth, but resilience and the peace of mind to navigate life's inevitable challenges. 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: Take The Cash Flow Quiz - https://leakingcash.scoreapp.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 (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

    ٤٤ من الدقائق

  6. ٢٥ أكتوبر

    Rewind : Not Finding Validation, Time To Do This On My Own! w/ Teena Chandler

    Join us as we revisit this conversation from 2021! Hindsight being 20/20, from a young age the path to accounting was there but Teena took the long round to find her place.  After working hard, not receiving the benefits, financial rewards and recognition it was time to start her own business.  Who knew it would be this good? Listen as Teena shares with Roger the freedom that comes from creating her own business.  What running her own company has meant for her both personally and professionally.  The trust that she has from her clients is liberating. She recognizes that the hard times have made the difference allowing her to step outside her comfort zone and become more than she felt possible. In the end hear what she feels made the different, the two things that gave her the strength needed to succeed. This is a genuine story you need to hear. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Teena Chandler Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take the time to learn & apply the Turnkey Business Plan for accounting professionals to have the premier accounting firm in your area. Become a certified Professional Bookkeeper (PB) to offer quality accounting services.  Learn the 3 most common scenarios when onboarding new clients and how to best manage them. Understand and experience in a fun and interactive way the complete accounting model.  Understand it in a way to help you better communicate with your clients with Color Accounting. Work with a business coach and find a mentor to help you work ON your business as you apply the principles of MAP in your business.  Get access to successful accounting professionals and speak with your peers.  Don't leave your success to chance accessing this Advanced Coaching. For Additional FREE Resources for accounting professionals check out this collection HERE!   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

    ٤٣ من الدقائق

  7. ٢٢ أكتوبر

    Why Most Growing Businesses Still Go Bankrupt - Ron Saharyan

    Thanks for joining us for another episode of the Building the Premier Accounting Firm podcast. Today Roger Knecht and Ron Saharyan discuss the critical importance of achieving profit in business, challenging the stigma around it and emphasizing its role in economic growth and personal well-being. They explore the Profit First methodology as a powerful tool for financial clarity and strategic decision-making, helping entrepreneurs eradicate entrepreneurial poverty. In This Episode: 00:00 Eradicating Entrepreneurial Poverty 02:31 Profit Stigma and Purpose First 06:43 Profit and Business Valuation 10:48 Profit First vs. Traditional Accounting 15:21 Clarity, Empowerment, and Growth 19:11 The Business Needs to Be Paid 25:59 Profit First Myths and Mindset 31:02 Profit First for Advisory Services 37:31 Golden Rule and Professional Impact 43:01 Closing Thoughts and Resources Key Takeaways: Prioritize profit to ensure business survival, expansion, and employee well-being, directly combating entrepreneurial poverty. Challenge the negative stigma of profit by reframing it as "purpose" and highlighting its capacity for good, like charity and growth. Adopt the Profit First system with dedicated bank accounts to gain financial clarity, reduce anxiety, and make informed business decisions. Recognize that taxes are a sign of success, and a business needs to show profit to have value, especially when considering a sale. Leverage Profit First to transition into a CFO advisory role, using it as a practical framework for client conversations and actionable guidance. Featured Quotes: "Profit is not good or bad. It's people that are either good or bad." — Ron Saharyan "You cannot give what you do not have." — Roger Knecht "Revenue is vanity, profit is sanity. Let's be a little bit more sane about what we're doing." — Roger Knecht 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: Visit: https://profitfirstapp.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 (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

    ٤٨ من الدقائق

  8. ٢٠ أكتوبر

    This Week on BPAF : Ron Saharyan

    Join us this Wednesday for a new episode where Roger discusses Profit First and purpose first with Ron Saharyan.

    ١ من الدقائق
مشاهدة الكل (٥٠٠)

مقاطع ترويجية

٥
من ٥
‫١٧ من التقييمات‬

حول

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.

المعلومات

  • صناع العمل
    Roger Knecht
  • سنوات النشاط
    ٢٠٢٠ - ٢٠٢٥
  • الحلقات
    ٥٠٠
  • التقييم
    ملائم
  • حقوق النشر
    © 2020 Universal Accounting Center
  • موقع البرنامج على الويب
    Building the Premier Accounting Firm

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