Building the Premier Accounting Firm Rewind : The Paranoia Starting The Business w/ Bob Wheeler
Join us as we revisit this conversation from 2021!
Have you ever wondered if your clients would come back to you? Do you ask yourself if they understand and see value in the services you offer? Wouldn't it be nice to have a client say you're not charging enough?
These are the questions Bob would ask himself but then one day it changed.
Listen as Bob tells his story, gives great advice and shares the time a CPA, one of his mentors, pulled him aside to give him some clear instruction of what not to lose.
All of this happens as Roger and Bob have a great conversation with a hint of comedy in the episode.
Enjoy.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Robert (Bob) Wheeler, CPA
As a man of true integrity with infectious energy, Bob Wheeler's crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances. His passion is to help others gain insights about how their emotions trigger financial decisions. Combining finances with behaviors, Bob explores his personal concept of creating a healthy relationship with money in his recent book, The Money Nerve.
While strengthening his accounting practice, Bob has simultaneously pursued his love of satire and ventured into the realm of standup comedy. From his thirty years of helping clients, Bob has distilled a concoction of warmth, humor, information, motivation and budgeting directives that he offers to anyone with financial concerns. He is also currently the CFO for The World Famous Comedy Store.
Bob's world travels have led him to high altitudes. He has climbed Mt. Kilimanjaro, ascended to the Mount Everest Base Camp, and hiked several smaller mountains in between. With charm and humor, his experiences on the road, in the office, or running a Greek marathon, feed his wit as a stand-up comic and financial motivator.
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- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
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Wouldn't it be nice to worry less about money and focus more on financial freedom? A healthy relationship with money is freedom. It's time to become aware of your personal decision-making process in order to create the new financial you.
How emotions underpin our relationship with money (and how that relationship, in turn, affects all aspects of our lives) is the basis of The Money Nerve.
Reconciling your relationship with money allows you to make wiser choices throughout your life. While you reconcile your relationship with money, you may also discover unexpected benefits in other aspects of your life.
Discover Your Money NerveEmbrace your story; own your story. Be willing to accept that you might be partially responsible for your current state of affairs. Acknowledge your goals and make a commitment to go for it. Your Money Nerve may be keeping you from attaining your specific financial goals. As you become more adept at recognizing when your Money Nerve begins to surface, you will become more conscious of its existence. Becoming more aware, you can start to take control and empower your financial life. - https://themoneynerve.com/
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- "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!
Remember this, Accounting Success IS Universal.
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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