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Building the Premier Accounting Firm

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Jan 25, 2025 • 47min

Rewind : A Recovering Accountant with Jeff Borschowa

Join us as we revisit this conversation from 2020! There is a lot more we can do as accounting professional to help business owners.  The fundamental challenge we face is feeling like we need to be the smartest person in the room with all the answers, instead we need to be the one with all the questions. How often do we ask, “it depends” to dive deeper into the situation and understand the situation better?  For example, beyond the opportunity we need to also understand the risks. Consider bringing to the conversations with our clients a unique perspective as their trusted strategic advisor. Also, listen in as Jeff and Roger discuss the value of master mind groups.  The power of group think.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Jeff Borschowa Jeff Borschowa is a business coach, author, educator, and curator of all things related to business efficiency and technology.  Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises.  Jeff has experience working with all sizes of businesses, from sole proprietorship to international organizations.  The focus in Jeff’s career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in businesses.   Jeff’s journey has been unique in that he has met some very innovative mentors in his career. Jeff has been very fortunate to be in a position to learn from them, compare their ideas, and to truly choose the best of the best.  Jeff would like nothing more than to free business owners from the stress created by high volume commodity work, allowing them the freedom to pursue work that is rewarding personally and professionally. Jeff’s overall goal is to reduce the hours worked by business owners and increase overall profitability.  In Jeff’s experience, almost every business owner can tell you how much their gross revenue is, but very few know what their actual costs are.  Jeff challenges you to learn more about your business so that you can bid on the right kinds of projects and earn what you are worth – your education should be your most valued possession.   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 A free Master Class with Jeff.  We teach three key things: Why It Is Easier To 10X Than Double Your Business - The first key to massive growth is to understand why it’s easier to 10x than double your sales. And we will define “X” in the process. B.  Our Ten Revenue Generating Super Strategies - You will learn how to permanently eliminate inconsistent cash flow, and create a new six or even seven figure revenue streams on the spot with one of these ten strategies   C.  How To Free Up At Least Ten Hours A Week In Your Business - The third hour we share a simple, but powerful five step process to free up at least ten hours each week for you, the leader. You will love the time it opens up (so you can implement the Super Strategies!!). 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
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Jan 22, 2025 • 1h 2min

Navigating Growth, Mergers, and Private Equity in Accounting w/ Gary Shamis

Welcome to this episode of “Building the Premier Accounting Firm,” where we explore the dynamic landscape of strategic growth and private equity in accounting firms. In this episode, host Roger Knecht is joined by industry expert Gary Shamis, who shares his incredible journey from an aspiring doctor to a leading accountant.  Roger and Gary delve into strategic growth strategies, highlighting the importance of developing advisory services and targeting niche markets. Learn how technological advancements have facilitated geographic expansion and hear about the impressive evolution of a $4 million book into a $100 million firm in just 14 years. Gary provides insights into the challenges and opportunities presented by mergers, including his experience with BDO and the founding of a new consulting firm due to cultural mismatches. He also addresses the influence of private equity on accounting firms, discussing trends, financial implications, and the impact on firm culture and management dynamics. Key Topics Covered: Gary Shamis’ Career Journey: Transition from aspiring doctor to successful accountant. Expansion of his father’s accounting firm and eventual merger with BDO in 2014. Establishment of the largest restaurant practice among CPA firms in the U.S. Strategic Growth Strategies: Importance of developing advisory services and specializing in niche markets. Geographic expansion facilitated by technological advancements. The evolution of a $4 million book into a $100 million firm in 14 years. Challenges and Opportunities in Mergers: Experience of merging with BDO and founding a new consulting firm due to cultural mismatch. Insights on succession planning challenges, particularly millennials’ reluctance towards ownership. Private Equity Influence: Trends in private equity acquisitions targeting bookkeeping and CPA firms. Financial rewards and risks associated with selling to private equity, especially for senior partners. Impact of private equity on firm culture and management dynamics post-sale. Advisory Services and Misconceptions: Advocacy for a broader approach to advisory services. Addressing common misconceptions in the industry. Entrepreneurial Challenges Post-Sale: Emotional and operational challenges following the sale of a firm. The importance of strengthening operations regardless of selling intentions. Industry Trends and Recommendations: Private equity firms offering equity to younger employees for talent retention. Importance of maintaining strong client relationships amidst market changes. Encouragement for thorough due diligence before engaging with private equity. Join host Roger Knecht and guest Gary Shamis as they delve into the intricacies of growing an accounting firm, navigating mergers, and understanding the evolving role of private equity in the industry.   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 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
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Jan 20, 2025 • 39sec

This Week on BPAF : Gary Shamis

Join us this Wednesday for a new episode where Roger discusses navigating growth, mergers, and private equity with Gary Shamis
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Jan 18, 2025 • 55min

Rewind : The Sweet Spot To Help Accountants Get More Clients And Generate More Profit with Donna Leyens

Join us as we revisit this conversation from 2020! When running a successful accounting business, it’s important to recognize there are two key roles, that of an accountant and an entrepreneur.  As an accountrepreneur it is important to find the time to work ON the business.  Donna and Roger discuss the three things every accounting business owner needs to consider when building the company.  This is a great addition to the topic of building the premier accounting firm.  Consider each as you work on your business and see which is your next biggest challenge or opportunity. Get ready to take some notes and enjoy.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Donna Leyens, MBA, CPC Donna knew from a young age that when she grew up, she wanted to do something that would allow her to reach her full potential and create her own destiny. Which is why it was inevitable that she would become an entrepreneur. Before starting her first business, she was a Wall Street executive. In 2009 she completed coach certification training and melded her business and coaching skills to follow her true passion – giving entrepreneurs the tools to create their dream business and their dream life.   Donna is currently the President and co-founder of Pumpkin Plan Your Biz. She is on a mission to save small businesses from extinction, by providing business tools, strategy, training and support to business professionals who want to make a big impact by becoming small business growth strategists. This mighty team of strategists uses The Pumpkin Plan Action Guide, a business growth program she developed based on the methods in the book The Pumpkin Plan, written by her Co-founder Mike Michalowicz. Pumpkin Plan Strategists help small businesses to not just stay afloat, but to scale and grow in both profitability and size, while allowing the owner to take back control of their time and enjoy life as well. At the end of the day Donna believes entrepreneurs make or break the economy. Her goal is to make sure they grow, thrive, and have the opportunity to create their own destiny.   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 Experience accounting as you never have, both fun and interactive.  See what you can do to also introduce this to your clients to improve client relations and retention.  Enroll in Color Accounting When running a business, it’s important to have a clear understanding of your purpose, why are you in business?  Read Famous or Rich and see how you can relate to others as they’ve worked and grown their businesses. We have a free Pumpkin Plan Booster Pack which will help you determine your Sweet Spot and Unique Offering. You can get it by going to www.PumpkinPlanYourBiz.com.    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
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Jan 15, 2025 • 42min

Edu-Marketing Mastery: Turning Knowledge into Profits w/Sarah Cordiner

In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Sarah Cordiner to delve into the art of transforming intellectual property into lucrative online courses, particularly for accounting professionals. She emphasizes the role of edu-marketing in enhancing market positioning and business opportunities through effective education. Key Highlights: Passion for Education: Sarah shares her personal journey and passion for education, underscoring the importance of engaging learners to effectively market services, especially in the accounting field. Edu-Marketing Concept: Roger and Sarah discuss the innovative idea of edu-marketing, which involves sharing knowledge to generate leads and income. Sarah uses relatable analogies, such as chefs sharing recipes, to demonstrate how knowledge sharing can lead to business success. Building Trust and Attracting Clients: Sharing valuable information is likened to offering samples in a deli, where transparency fosters trust. This approach, like sharing financial tips, strengthens client relationships and attracts customers. Creating Monetizable Courses: Sarah highlights the significance of organizing knowledge into monetizable courses or curriculums that align with business models. Marketing strategies are crucial for promoting these courses effectively. Utilizing Tools and Trends: Tools like Google Trends are recommended to identify market demand, guiding the creation of tailored content. The progression from free resources to comprehensive materials and the rise of micro-learning post-COVID are highlighted. Membership Models and Community Building: Membership models provide ongoing access to expertise and create a sense of community among clients, with emphasis on adapting educational content into bite-sized segments for better engagement. Encouragement for Business Owners: Business owners, particularly in accounting, are encouraged to overcome self-doubt and create educational resources. Success in this area requires patience and an understanding of business models across industries. Brand Recognition and Long-Term Strategies: Establishing brand recognition now demands more interactions, with a focus on long-term strategies and relationship-building. Embracing Video Content and New Technologies: The potential for experts to create engaging video content and educational products is explored, alongside the challenges of adapting to new technologies and strategies. This episode is a must-listen for business owners looking to leverage their expertise through educational marketing and online courses, providing practical insights and strategies to enhance their market presence.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: This is what you need to have your Personalized Action Plan for your business: https://offer.sarahcordiner.com/linktree   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  
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Jan 13, 2025 • 47sec

This Week on BPAF : Sarah Cordiner

Join us this Wednesday for a new episode where Roger discusses turning knowledge into profits with Sarah Cordiner  
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Jan 11, 2025 • 38min

Rewind : From Beautician, To Bookkeeper And Now Business Advisor w/ Lisa Campbell

Join us as we revisit this conversation from 2020! As a true entrepreneur Lisa found her passion in business drew her to the numbers, the language of business, and then beyond.  Today she is an accomplished bookkeeper offering quality accounting services as well as consulting her clients in all things business, especially profit.  Listen as Roger and Lisa discuss her journey to join the mission to eradicate entrepreneurial poverty and get paid for it.  Understand what she is doing to champion putting Profit First, especially with businesses in Canada.  See what you can also do to add this service to your accounting business and get paid what you are worth.    Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Lisa Campbell A Certified Professional Bookkeeper turned Profit Strategist (CPFP Master) after turning her practice into a business that allows her the ability to serve her high-end client's needs as a strategist rather than a bookkeeper.     A guest speaker on countless podcasts, webinars and live training events, Lisa is the CEO of Profit First Professionals Canada, The Marcam Group, and Accelerate 2 Advisor.  She is also the Head of Mentoring North America for The Successful Bookkeeper.   Lisa is guiding entrepreneurs & bookkeepers to skyrocket their confidence, cash flow and freedom with money, mindset & positioning tools that help her clients prosper exponentially.   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 Profit First by Mike Michalowicz The Accelerator Method Masterclass series https://www.accelerate2advisor.com/HOME  9-day free course for bookkeepers Creating effective systems within the business Announcement of the new Canadian Profit First Professional applicants: https://www.profitfirstprofessionals.ca/ Specific to the Canadian market – currently taking applications Become a certified Profit First Professional 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
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Jan 8, 2025 • 43min

The Rollercoaster to Financial Fluency w/ Dr. Patience Jackson Rose

In this insightful episode of “Building the Premier Accounting Firm,” Universal Accounting Center president Roger Knecht sits down with Dr. Patience Jackson Rose, CEO of Red Worldwide, Inc., to explore the intersection of accounting, education, and empowerment. Dr. Rose discusses her journey from working at Six Flags to becoming an advisory-focused accountant, emphasizing how empathy and comprehensive services can boost client success. The conversation highlights the importance of education, especially for people of color, through initiatives like her nonprofit, RED Worldwide, which enhances financial literacy.  Dr. Rose also shares her strategic methods for forming business alliances and discusses the resilience needed in business, using her partnership with her husband as an example. Listeners will learn about finance pillars and Dr. Rose’s efforts in fostering innovation within her family. The episode concludes by addressing mental health challenges and promoting networking opportunities and educational programs through Universal Accounting. Key Highlights: Dr. Rose’s Journey: From her early days at Six Flags to becoming an advisory-focused accountant with an MBA, Dr. Rose’s career path underscores the importance of empathy and comprehensive services in enhancing client business performance. Empowerment through Education: Dr. Rose is passionate about closing financial education gaps, particularly for people of color. Her nonprofit, RED Worldwide, provides free resources to foster financial literacy and strong client relationships. Strategic Alliances: Collaborations, such as with the Texas Manufacturing Assistance Center, are pivotal in enhancing client services. Dr. Rose stresses the need for transparency and legal counsel in business agreements to avoid exploitation. Resilience in Business: Merging businesses with her husband has not only resulted in financial benefits but also a shared vision of building a legacy for their children, emphasizing mutual support and success. The Three Pillars of Finance: In her book, Dr. Rose outlines money, wealth, and legacy as essential elements of financial literacy and legacy planning to safeguard family wealth. Entrepreneurial Spirit: Encouraging entrepreneurship, Dr. Rose highlights that three of her five daughters have ventured into their own businesses, reflecting a family culture of innovation and ambition. Mental Health and Openness: Personal struggles with mental health are openly discussed, advocating for supportive environments where challenges are reframed as opportunities for growth. Community and Continuous Learning: Faith, community support, and a commitment to lifelong learning and giving back are central to Dr. Rose’s entrepreneurial journey. Networking and Professional Development: The episode concludes with a promotion of networking opportunities, educational programs, and an annual conference for accounting professionals through Universal Accounting. Join Roger and Dr. Rose for an episode filled with insights on building a successful, service-oriented accounting practice that empowers both clients and professionals alike.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Powerstations 3.0 https://patiencejacksonrose.mykajabi.com/store#!/Powersations-tm-3-0-Paperback/p/572351440/category=0    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.   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  
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Jan 6, 2025 • 35sec

This Week on BPAF : Patience Rose

Join us this Wednesday for a new episode where Roger discusses having a service-first accounting firm with Patience Rose.  
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Jan 4, 2025 • 57min

Rewind : Leveraging a Proven System with LinkedIn to Get New Accounting Clients with James Molfetas

Join us as we revisit this conversation from 2020! As accounting professionals, we prefer proven turnkey process and systems so when it comes to marketing and sales, we strive to find a method we can rely on to grow the business with new clients confidently.  Listen as James and Roger share their thoughts and the journey each has take to find the process that works best to bring on new clients. James is fun and great to listen to so sit down and have a note pad handy to capture your thoughts to apply this in your business.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: James Molfetas James is a chartered accountant who left the accounting profession in 2011 to concentrate on Internet marketing, which is the process of selling goods and services online. In his 30-year financial career, he was a financial director in both private and listed companies as well as a partner in a small 3-partner audit practice. James in an international number one best-selling author of marketing books helping accountants to get more clients and sell more products and services by leveraging the internet. He has an international number one bestseller called “Accounting Clients on Tap” and just recently “Regular Clients from LinkedIn” also became a bestseller. James has been an entrepreneur all his life.  He started selling oranges he picked from a tree in his back garden to passers-by when he was 8 years old. He went on to establish a number of flea markets and craft markets where he helped thousands of traders make a living. He also established his own brand of 10-DVD rental stores which he sold before the industry collapsed. Today he coaches accountants how to get a minimum of 2 new clients every month by using his proprietary “Regular Accounting Client Blueprint”.   He does regular webinars teaching his methods in South Africa, the UK, Canada and the United States. James is the CEO and Founder of the training and sales funnel implementation company, Regular Clients. He used to be a provincial chess player in his youth and loves performing magic tricks for and with his two kids.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Regular Clients Accountants, Auditors, Bookkeepers, Tax Practitioners and Financial Advisors... Get a Minimum of 2 New Clients Every Month. Forever!   Offers: Become a Profit & Growth Expert, see what you can do to address the most common challenge business owners face which is cash flow management with confidence offering quality advisory services to help you get paid what you are worth.  Learn how to complement your quality accounting services as a business coach, apply proven marketing and sales strategies to get paid what you are worth. https://universalaccountingschool.com/profit-and-growth-expert-pge/ 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 Take advantage of James’ offer and get your copy of his new book (https://www.regularclients.com/LinkedIn-Book-Review-download) to market your service using LINKEDIN and learn more here: https://www.regularclients.com/LinkedIn-Book-Review  Remember this, if it’s about accounting, its 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

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