Building the Premier Accounting Firm cover image

Building the Premier Accounting Firm

Latest episodes

undefined
Sep 21, 2024 • 50min

Rewind : Accounting, It Needs to be a Universal Skill like Reading and Arithmetic w/ Peter Frampton

Join us as we revisit this conversation from 2020! We’ve heard the phrase that it’s a small world or a global economy, well for Peter this is more than just a phrase, it’s an opportunity to help everyone understand and appreciate the accounting model and he is ready to make it happen.  Not only is he a world traveler but he has also created an accounting course that is fun and interactive which is used in schools around the world as well as fortune 500 companies to train management. Listen as Peter and Roger discuss the evolution of this process and how it applies to the accounting profession.  Also see what you can do to apply these skills to better work with your clients to help them use the information they receive from you to make better business decisions.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Peter Frampton Peter Frampton chairs the board of Color Accounting International. He is passionate about supporting people to improve their accounting literacy - which is the foundation of the Accounting, Finance & Business trinity. The privately owned company and social enterprise is the publisher of a breakthrough learning technology that makes understanding accounting easy. At the heart of the technology is a diagram called the BaSIS Framework™. The graphic shows finance and accounting on a single page. The Framework does for accounting what the Macintosh did for computers: it makes the subject intuitive and easy for anyone to understand and use. Peter is the co-author of two published Color Accounting books. He is on the adjunct faculty of American University in Washington DC, where he teaches in the School of International Service. Peter and Color Accounting have worked with names you’ll likely recognize, such as Morgan Stanley, Goldman Sachs, Westinghouse, Caterpillar, SHRM, ASTD, Harvard Business School, Wharton, Georgetown University, Maryland Association of CPAs, the SEC, dozens of the top-100 US and British law firms, and with numerous entrepreneurs and incubators, as well as hundreds of accounting teachers and professors in high schools and universities. Color Accounting International works with Partners to deliver training in over 40 countries. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Color Accounting International What they do: Finance and business acumen workshops for non-financial people using a breakthrough graphical system. The Mission: People are empowered to make wise decisions, collaborate effectively and amplify value – a financially conscious world. Color Accounting International is a publishing company, a licensing company and education provider.  They've developed and distribute the Color Accounting® learning system. They work with a network of accredited Partners and different languages around the world. They are a social enterprise, with a dual social-impact and commercial motive.  They advocate accounting as a fundamental form of literacy, like Reading, Writing and Arithmetic. Accounting literacy has the power to improve lives, corporations, not-for-profit organizations and governments. The Color Accounting Network includes: Sales Partners, who provide educational workshops for their corporate clients Corporate Educators, who are accredited by us to facilitate events run for corporate clients Academic Educators, who teach accounting in educational environments such as schools and universities.   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 Enroll in Color Accounting – experience the accounting module in a new interactive way.  Learn how accounting works in business and how to easily discuss it in layman’s terms, avoiding the confusion common with debits and credits. Accounting Comes Alive - “Accounting Comes Alive has the advantage of showing how accounting works visually. As such, I believe that it is of value to anyone who is interested in understanding accounting, from high school students to undergrads to MBAs to business executives." – Professor Paul Healy, Harvard Business School Get your BaSIS poster - BaSIS? It's an acronym of Balance Sheet and Income Statement. In a nutshell it provides a top-down single-page graphical view of accounting. Its unique layout has the debit and credit accounts grouped by 'sides' and then color-coded. Once the students learn how the framework works, it becomes a powerful tool for 'pointability' - the ability for the teacher, or the student, to simply point at the model to emphasize a question or make a point, for example: "Is it here (pointing to assets) or here (pointing to expenses)?" You can also use it to teach debits and credits, for T-accounts, underpin financial analysis (see the ratios), teach how the general ledger and general journal entries work, provide accounting literacy and much more. It's also been called: ​A teaching and communication tool. A visualizer for accounting. Accounting on a page. Top-down view of a General Ledger. 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
undefined
Sep 18, 2024 • 47min

Mastering the Numbers Game: Innovative Strategies for Transforming Your Firm w/ Eric Green

Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht. This episode dives deep into the essential strategies for building and scaling successful bookkeeping, accounting, and tax firms with Eric Green. Roger and Eric cover a wide range of topics from marketing to technology, client onboarding, staff training, mental health, and the evolution of IRS systems. Key Highlights: Marketing and Client Onboarding: Roger and Eric discuss effective marketing strategies for attracting and retaining clients. They suggest best practices for seamless client onboarding processes to ensure long-term retention. Technology and Staff Training: Roger gives tips for leveraging modern technology to streamline operations. Eric emphasizes the importance of ongoing staff training to stay updated with industry changes and client needs. Mental Health: They discuss how to address mental health concerns within the profession and the significance of maintaining a healthy work-life balance. Guest Insight: Eric Green’s Journey: Eric Green revisits his unconventional path in the accounting field. He explains his journey to overcome biases against night law school graduates. Experiences and lessons from his tenure at KPMG. Proactive Tax Planning and Strategy: The hosts advocate for proactive tax planning to provide significant client savings. They explore how to restructure business models to maximize value beyond traditional tax deduction methods. Specialized Knowledge and IRS Systems: The importance of understanding IRS systems to effectively resolve client issues. How specialized knowledge can lead to increased income with fewer clients. Training Programs and Market Adaptation: Development of a comprehensive training program transitioning from in-person to online formats. Licensing deal with CCH and the growth of the Tax Rep Network. Tax Resolution Services: Rising demand for tax resolution services as an additional revenue stream. Managing clients with smaller vs. larger debts and helping non-filers organize their finances. Client Accounting Services (CAS): Transitioning into CAS and recognizing new opportunities within the profession. Building a community through membership services. Future of the IRS and Automation: Discussion on the future of IRS operations with increased automation. Emphasis on the continued need for professional assistance for complex tasks despite automation. Resources and Opportunities: Encouragement to explore past podcast episodes for additional insights and resources. Invitation to attend GrowCon, an annual conference for accounting professionals, for further learning and networking opportunities. Join us in this insightful episode to gain a comprehensive understanding of the strategies needed to build and grow a successful bookkeeping, accounting, and tax firm in today’s evolving landscape. Thank you to Eric Green for joining the show!   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Build a Successful Tax Business offering quality tax preparation services and more. Become a certified Professional Tax Preparer (PTP) & an Enrolled Agent (EA) Then move further into the tax space offering Tax Representation Services using the Tax Rep Launch program: https://taxrepllc.com/launch/   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  
undefined
Sep 16, 2024 • 31sec

This Week on BPAF : Eric Green

Join us this Wednesday for a new episode where Roger discusses IRS representation services with Eric Green.  
undefined
Sep 14, 2024 • 51min

Rewind : Pricing Accounting Services Effectively w/ Mark Wickersham

Join us as we revisit this conversation from 2020! Listen in as Mark and Roger discuss the challenges many express as they consider pricing their accounting services and how best to avoid them.  Consider a simple yet straight forward approach to getting paid what you are worth pricing your services with confidence.  There is a method to the madness.  Listen in and see what you can learn and then apply it in your business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Mark Wickersham Mark Wickersham–Chartered Accountant, public speaker and author–is known as the most sought-after profit improvement expert in the accounting community. Mark is also a widely published author on practice issues. His first book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. Mark was shortlisted in the AccountingWeb “Outstanding Contribution to Accounting” award.   Sponsors Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Pricing Accounting Services course (FREE) for listening in on this episode, enjoy. 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   FREE SOFTWARE In November 2019 I created software for calculating a fixed price for bookkeeping services.  The prices produced by the software are based upon the biggest ever research study of how the accounting profession prices bookkeeping services.  You can access a completely free (for life) version here: effectivepricing.co.uk   FREE eBOOK In his eBook he shares with you 5 key fundamentals for pricing bookkeeping services. If you’d like a completely free copy of my eBook, “How to price bookkeeping” you can grab a copy here: https://www.wickersham.co.uk/how-to-price-bookkeeping   FREE LIVE TRAINING WITH ME EVERY MONTH Is this the year you want to take your income to another level?  Join me every month on a 60-minute online training session and I’ll share with you powerful pricing strategies.  Click here to find out more and to get on the VIP list… https://www.wickersham.co.uk/p/free-mentoring   FREE SUPPORT GROUP Have you visited my Facebook group?  It’s dedicated to helping accounting professionals master value pricing.  To request access to it, click here… https://www.facebook.com/groups/valuepricingwithmarkwickersham/   And please browse Mark’s website at http://www.wickersham.co.uk to find out more information
undefined
Sep 11, 2024 • 42min

Secrets for Modern Accounting Firms from “Mr. Productivity” Mark Struczewski

In this insightful episode of “Building the Premier Accounting Firm,” Roger Knecht sits down with productivity coach Mark Struczewski to delve into effective strategies for boosting productivity in bookkeeping, accounting, and tax services. Mark shares his personal journey from being fired in 2005 to becoming a leading productivity expert, emphasizing the influence of his disciplined upbringing on his work ethic. Key Discussion Points: Defining Productivity: Mark’s unique definition of productivity centers on having clear objectives. Importance of reliability and commitment in professional settings. Productivity Habits and Routines: Early task completion and the “touch it once” email principle. Importance of consistent routines and organization to reduce decision fatigue. Insights from Steve Jobs and Mark Zuckerberg on habit formation. Incorporating New Habits: Integration of new habits into existing routines, inspired by books like “Atomic Habits” and “Tiny Habits.” How to build health-focused habits including adequate sleep, regular exercise, and minimizing sedentary behavior. Practical tips like limiting sitting time and taking micro breaks in nature. Personal Health and Responsibility: Mark’s journey overcoming a herniated disc and prioritizing longevity. Daily running and habit tracking to maintain health and productivity. Workplace Advice: Advocating for short breaks from technology to foster a positive work culture. Recognizing the importance of employees’ lives outside work and promoting accountability. Attitude and Productivity: Contrast between Mark’s positive outlook and colleagues’ negativity. The significant impact of attitude on overall productivity. Technology and AI: Viewing AI as a tool for enhancing productivity rather than a threat. Reflecting on advancements in accounting tools that streamline tasks without displacing jobs. Mindfulness and Gratitude: Emphasis on gratitude, mindfulness, and appreciating simple pleasures. Nine key areas for improving business productivity. Essential Consistent Habits: Importance of sleep and exercise for health, happiness, and productivity. Developing a strong work ethic from a young age and incorporating effective daily habits.     Enhance your productivity and build a premier accounting firm with the expert advice shared in this episode! Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Follow Mark and get insightful suggestion by signing up for his content at www.MisterProductivity.com to join his my email list.   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  
undefined
Sep 9, 2024 • 55sec

This Week on BPAF : Mark Struczewski

Join us this Wednesday for a new episode where Roger discusses productivity with Mark Struczewski.  
undefined
Sep 7, 2024 • 56min

Rewind : Getting to The Heart Of The Matter w/ Seth David

Join us as we revisit this conversation from 2020! Looking back Seth will say it was his father’s fault, really.  Listen as Seth expounds on his start within the accounting profession which has been an amazing career.  Then hear Seth and Roger discuss how to run your business “more efficiently, effectively and greater accuracy”. There is a passion that is apparent as they both discuss business and how to work with clients.  See what you can do to tap into your own passion in business and especially use it to help others, especially your clients.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Seth David Seth David is a virtual CFO with the power (and the tools needed) to teach you and/or help you to maximize your profits and productivity. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Nerd Enterprises   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   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
undefined
Sep 4, 2024 • 1h 18min

Mastering Credibility: Insights from Mitchell Levy on Building Trust in Accounting

Thank you for joining us for the latest episode of Building the Premier Accounting Firm. In this episode host Roger Knecht dives deep into the essential topic of credibility with esteemed guest Mitchell Levy, a renowned advocate of professionalism and credibility expert. With over twenty years of experience supporting accounting professionals, Roger sets the stage for a compelling discussion that underscores the significance of being trusted, known, and liked in the business world with Mitchell’s advice leading the way. Episode Highlights: Mitchell’s Journey: A seasoned advocate of professionalism, Mitchell brings a wealth of knowledge on building and maintaining credibility in the business world. Known for his focus on the importance of being trusted, known, and liked. Defining Credibility: Mitchell breaks down the essence of credibility, emphasizing its multifaceted nature. Trust is highlighted as the foundational element of credibility, crucial from the first interaction with a firm or its employees. Credibility as a Journey: Unlike common misconceptions, Mitchell stresses that credibility is not a one-time achievement but an ongoing process. He criticizes the belief that credibility can be instantly gained through isolated efforts such as media mentions or financial investments. Key Takeaways: The importance of continuous effort in building and maintaining trust and credibility. Practical insights into how accounting firms can cultivate a trustworthy and reputable image. Strategies to ensure that credibility is woven into the fabric of the firm’s operations and client interactions. Conclusion: Roger and Mitchell wrap up the episode with actionable advice for accounting professionals striving to enhance their credibility. Encouragement to view credibility as a long-term investment that requires dedication and consistency. Tune in to this episode for a deep dive into the pivotal role of credibility in building a premier accounting firm, with expert guidance from Mitchell Levy. Call 435-344-2060 for more information about how you can start or grow your own accounting firm.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Connect with Vamsi: https://www.linkedin.com/in/vamsipolimetla/   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  
undefined
Sep 2, 2024 • 49sec

This Week on BPAF : Mitchell Levy

Join us this Wednesday for a new episode where Roger discusses credibility with Mitchell Levy.  
undefined
Aug 31, 2024 • 49min

Rewind : I’ve Struggled Like You So Let Me Share My Journey with Veronica Wasek

Join us as we revisit this conversation from 2020!   As an accounting community we each face similar challenges as professionals starting and building and accounting business.  Listen to Veronica as she shares her story and offers advice.  As a successful Certified Public Accountant, CPA, she has much to share. Listen as we discuss the back office realities of an accounting business and how the Virtual Bookkeeper’s Roadmap was designed to help fast track everyone’s success to running the premier accounting firm.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Veronica Wasek, CPA and CEO/Founder of VM Wasek Veronica is busy working with clients, running her business and now giving back to the accounting community in a variety of platforms: •5 Minute Bookkeeping blog / YouTube channel •5MB Academy for virtual bookkeepers and accountants •5 Minute Bookkeeping with QuickBooks Online FB Group 5 Minute Bookkeeping.com FB Group   Veronica is also a Top 10 ProAdvisor - 2018, Member of Intuit’s Trainer Writer Network, Top Accounting Influencer, CPA, Certified Advanced QBO and QBD ProAdvisor.    Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   The Virtual Bookkeeper The workflow every accounting firm (from sole-preneur to multi-staffed firm) should use to establish proven standards of operating procedures. This is the turnkey practice management process to insure efficiency and profitability.   Offers: As discussed in the podcast we have some special offers that you’ll want to take advantage of now. First, consider becoming a certified Profit & Growth Expert to help your clients with the most common issue facing small business, cash flow management.  Learn to market, sell and offer this service with confidence and competence to get paid what your worth. Secondly, run your business efficiently applying the proven workflows found in the Virtual Bookkeeper’s Roadmap and benefit from the technologies available today to help you and your clients stay on the cutting edge of what really works.  Doing so you’ll have the timely information to make intelligent business decisions using the information you produce. Thirdly, get your copy of the book written to help you work ON your business: “in the BLACK, nine principles to make your business profitable.”  This classic book has the timeless information you need to have the premier accounting business is your area.  Get your copy NOW! 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

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app