Building the Premier Accounting Firm

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: Niche Down: Specialize in a specific industry to offer tailored services and gain a competitive edge. 🎯 Embrace Technology: Adopt software and AI tools to streamline processes, improve efficiency, and standardize operations. ⚙️ Prioritize Quality Assurance: Implement robust quality assurance measures to minimize errors and maintain service excellence. ✅ Build Strong Partnerships: Cultivate symbiotic relationships with complementary businesses to expand reach and referral networks.🤝 Focus on Client Retention: Price services effectively, monitor client growth, and proactively address changing needs to maximize client retention. 📈 Featured Quotes: Leeroy Beeby “If I picture my life when I’m 60 and I look back at it…would I have regretted that decision?” Leeroy Beeby “Hiring slow is very important. Testing for the skills that you’re hiring for is incredibly important too.” Behind the Story: 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: Universal Accounting Center 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.   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. 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  

Join us this Wednesday for a new episode where Roger is joined by Leeroy Beeby to discuss his journey from accountant to business owner.  

Join us as we revisit this conversation from 2021! Everyone begins and later ends their journey as an accounting professional in a unique way.  Even though many try to be intentional there can be surprises.  Imagine going from accountant to professor and then author.  In fact, consider what you’d say when asked to write Accounting For Dummies.  What would you say? what would you do? Listen as Ken and Roger discuss this exciting career path along with insights related to pricing, offering quality services, engaging more with our clients. At the end of the day, it is all about helping the client make more informed business decisions. Have you considered niching your services, then this is an episode for you.  Don’t worry about being everything to everyone. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ken Boyd Ken Boyd is a four-time Dummies author, blogger, and provides video content (accountingaccidentally.com). Ken is the author of Cost Accounting for Dummies, Accounting All-In-One for Dummies, The CPA Exam for Dummies, and 1,001 Accounting Questions for Dummies. As a former CPA, Auditor, Tax Preparer and College Professor, Boyd brings a wealth of business experience to educating an audience. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Ken has invited our audience to join Conference Room, a free community where he provides content on accounting and personal finance: https://conference-room.mn.co/ If you click on "Explore" and then find "Events" in the left column, you can sign up for the next Ask Me Anything, where Ken answers member questions in a one-hour live chat.   Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This book is a must have addition to every accountant’s library to provide the value clients look for today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals 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  

  In this episode of “Building the Premier Accounting Firm,” Jen Hamilton sits down with Roger Knecht to discuss how accounting professionals can boost efficiency and productivity through effective operational strategies. Jen shares insights on motivating employees, identifying bottlenecks, and developing emerging leaders to drive profitability in accounting firms. 💼 Key Takeaways: 💡 Motivate employees by understanding their individual goals and aligning them with company objectives. 🔎 Identify operational bottlenecks by analyzing decision-making frameworks and process handoffs. 🌱 Develop emerging leaders through intentional soft skills training and mentorship programs. 📊 Implement key performance indicators (KPIs) to measure and manage team productivity. 🔄 Integrate sales and production processes to improve client retention and overall satisfaction. Behind the Story: Jen Hamilton’s transition from a CPA to an operations consultant was driven by her passion for people and processes. She noticed a gap in leadership and management training within accounting firms, leading her to develop strategies that combine financial acumen with effective team leadership. Her insights are particularly valuable for accounting professionals looking to scale their firms while maintaining a personal touch. 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: Sign up to attend Jen's free monthly CEO & COO roundtables to learn from other professional services firm owners and leaders and share practical ways they have used to overcome common challenges in running a firm.  Sign up here: https://www.linkedin.com/company/hamilton-coos/events/   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  

Join us this Wednesday for a new episode where Roger discusses operations with Jen Hamilton.  

Join us as we revisit this conversation from 2021! There is still, and will always be, an increasing need from business for the accounting professional to step up and help in an advisory or coaching perspective to help owners effectively use the financial information to make more informed decisions. Accounting is more than compliance work. After more than 30 years in the accounting profession Mark and Roger discuss the changes seen and that are coming to the industry.  Listen in and see how this compares to your experience.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Universal Accounting Center Get more with your clients as an accounting professional as an advisor or coach, become a Profit & Growth Expert. Learn more about Universal Accounting International, what is being done to help individuals in Africa to train and certify as Professional Bookkeepers.  See how it is helping the local economies and impowering individuals to have successful careers in accounting. 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 must have additions to every accountant’s 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 Learn more about what Mark is doing to help the accounting professionals with his business, Ignite Practice Management.   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

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews David Neagle, a mindset expert, on how accounting professionals can adopt a successful mindset to grow their businesses. Nagel shares his personal journey, emphasizing the importance of sales, delegation, and focusing on strengths to achieve financial freedom and build a thriving company. Key Takeaways: 🔄 Shift from a worker-class mindset to an entrepreneurial mindset by claiming your authority and promoting yourself. 🎯 Prioritize high-impact activities like sales and delegate tasks that don’t align with your strengths. 💖 Focus on what you love and excel at, creating a positive company culture and attracting top talent. 📈 Leverage your skills and charge based on the value you bring to clients, breaking free from limiting beliefs about income. 📊 Use key performance indicators (KPIs) to track financial progress, forecast future needs, and ensure timely bill payments. Behind the Story: David Neagle’s transformative experience after a water skiing accident led him to explore the power of mindset. Overcoming bankruptcy and a dead-end job, he discovered three key principles—love what you do, deliver quality, and treat people with respect—that catapulted him to success. This journey highlights the importance of self-belief and taking control of your financial destiny, particularly for entrepreneurs in the accounting sector. 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: Yes, I would like to offer a free pdf download called You Were Born To Be A Success. Many don't realize they already have the tools they need to make their dreams a reality.  This pdf will help your listeners to discover how to start transforming their life. Quantum Leap Blueprint If this conversation resonates with you and you’re ready to break free from the belief that more income means more hours, David has something for you. It’s called The Quantum Leap Blueprint, and it walks you through five essential mindset shifts that separate highly profitable entrepreneurs from the rest—helping you 12x your income without working 12x harder. If you’re ready to scale smarter, not harder, download your free copy now! https://www.lifeisnowinc.com/pg-bpaf 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.   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  

Join us this Wednesday for a new episode where Roger discusses mindset with David Neagle.  

Join us as we revisit this conversation from 2021! Using the right words can make all the difference when marketing and selling your services effectively.  They could be the difference between success and failure in your marketing. Are we also leveraging technology to find potential clients?  Today there are a number of tools available to help manage, nurture and engage with our potential clients to help them become our next clients. Listen as Chris and Roger discuss new ways to effectively market accounting services. Don’t miss this episode! Also, pay attention to the advice related to working from home.  So good points to consider 😊   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Chris Forsey Chris is the Co-founder of Learner Park Media, a creative agency in Salt Lake City that provides marketing services and solutions to small businesses. He’s been featured on ABC, NBC, CBS, and Fox as an expert in the field of digital marketing and over the last decade has helped hundreds of entrepreneurs successfully market and grow their business. In his free time, he can be found at the lake or on the mountain with his wife and three kids in Salt Lake City, UT.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: UNIVERSAL CRM Take the time to watch Chris go over the various tools, apps etc. that are available to use as we leverage technology to find and acquire new clients. This is a MUST SEE presentation.  Be ready to take some good notes and implement these “best practices” in your business. Watch it now by CLICKING 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

In this episode of Building the Premier Accounting Firm, Ahuva Gruen, a seasoned fractional CFO, shares her journey from a young entrepreneur to a financial expert, offering insights on differentiating bookkeeping, accounting, and CFO services. She emphasizes the importance of strategic financial management for business growth and profitability. Key Takeaways: Differentiate between bookkeeping, accounting, and CFO services to provide tailored solutions. Optimize the “Four P’s” (People, Processes, Profits, Products) to identify and address pain points in a business. Implement key performance indicators (KPIs) such as net profit, gross profit, and cash flow to monitor financial health. Prioritize client communication and accountability for effective implementation of financial strategies. Delegate tasks effectively to focus on high-impact activities and maximize business growth. From selling candy as a child to becoming a fractional CFO, Ahuva Gruen’s journey is a testament to entrepreneurial spirit and financial acumen. Discover how she helps businesses unlock their full potential by addressing their financial struggles with strategic insights and a hands-on approach. Featured Quotes: Ahuva Gruen: “Accounting could also stand for accountability.” Ahuva Gruen: “Revenue is vanity, profit is sanity and cash flow is reality.” Ahuva Gruen: “Do what you do best and delegate the rest.” Behind the Story: Ahuva’s passion for business and finance started early, influenced by her mother’s beauty salon. Her experience in corporate finance, culminating in a CFO role, led her to realize that many businesses struggle with financial management despite excelling in their core services. This inspired her to start her own fractional CFO business, providing strategic financial guidance to help businesses grow and succeed. 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: Learn the 10 biggest mistakes business owners make and what you can do to avoid them.  Get the 10 Top Business Mistakes PDF now: https://www.agfinancialcpa.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 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.   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