Building the Premier Accounting Firm 5 Common Bookkeeping Errors (and How to Fix Them) w/ Leeroy Beeby
In this episode of "Building the Premier Accounting Firm," host Roger Knecht interviews Leeroy Beeby, co-founder of Level, about his journey from accounting professional to tech entrepreneur. They explore the importance of niching down, leveraging technology, and prioritizing client relationships in building a
Key Takeaways:
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Niche Down: Specialize in a specific industry to offer tailored services and gain a competitive edge. 🎯
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Embrace Technology: Adopt software and AI tools to streamline processes, improve efficiency, and standardize operations. ⚙️
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Prioritize Quality Assurance: Implement robust quality assurance measures to minimize errors and maintain service excellence. ✅
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Build Strong Partnerships: Cultivate symbiotic relationships with complementary businesses to expand reach and referral networks.🤝
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Focus on Client Retention: Price services effectively, monitor client growth, and proactively address changing needs to maximize client retention. 📈
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Leeroy Beeby "If I picture my life when I'm 60 and I look back at it…would I have regretted that decision?"
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Leeroy Beeby "Hiring slow is very important. Testing for the skills that you're hiring for is incredibly important too."
Leroy Beebe's entrepreneurial journey began with witnessing his parents' financial struggles as small business owners. This inspired him to pursue accounting, leading him to KPMG, Bermuda, and eventually Canada. His experience scaling a construction-specific accounting firm revealed a critical need for better quality assurance, which ultimately led to the creation of Level, an error detection software designed to streamline bookkeeping processes and empower accounting professionals.
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:
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Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
LEVEL: For a limited time, Start a free trial @ https://www.checkthelevel.com/
Error Detection Software, Bookkeeping Copilot is dedicated to simplifying your bookkeeping process by providing automated assistance and insightful guidance on a daily basis. Our goal is to empower your bookkeeping, enhancing accuracy, and ensuring compliance, all while reducing the time spent on repetitive tasks.
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"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.
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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