Welcome to today’s episode of Building the Premier Accounting firm with Roger Knecht, where we dive into the captivating journey of Reza Hooda, a seasoned chartered accountant and tax advisor turned mentor and coach for practice owners in the UK. Here are the highlights of her insightful discussion with Roger: Reza’s professional journey: Reza shares his diverse professional background, from cutting his teeth in PwC’s tax department to acquiring a small accounting practice and facing the trials and triumphs of running his own virtual firm. Beyond Technical Skills: Learn how Reza broadened his skill set in marketing, sales, leadership, and pricing, and why he believes that technical know-how in accounting is just the starting point for a successful practice. Transition to Coaching: Discover Reza’s passion for coaching and how his hands-on experience led to the development of a 4-pillar framework that guides practice owners toward growth and efficiency. The 4 Pillars Framework: Roger and Reza explore the details of Reza’s framework as laid out in his book “The 4 Pillars: How to Build an Accounting Firm That Gives You More Money, Time, and Freedom.” The pillars include: Pricing: Moving away from traditional time-based billing to value-based pricing. People: Building a team and fostering a positive culture. Process: Streamlining operations for better efficiency. Positioning: Enhancing the firm’s presence in the market. The Value of Pricing: Reza emphasizes the importance of value-based pricing and the strategies for communicating this model to clients to align expectations and satisfaction. Entrepreneurial Freedom: Roger discusses the importance of time and financial freedom for entrepreneurs and Reza’s advice for continuous self-development, including the lifelong habit of reading. Community and Knowledge Sharing: Reza advocates for the sharing of knowledge within the accounting community and highlights the role of events like GrowCon, Universal Accounting’s annual conference, for accounting business owners to network, share strategies, and learn from industry experts. Join us for this episode to get a wealth of actionable insights from Reza Hooda, whether you’re an accounting professional looking to expand your practice or an entrepreneur interested in the intersection of accounting and business mastery. Thank you for listening to this episode of Building the Premier Accounting Firm. For more information on how you can start your own accounting practice, call Universal Accounting Center at  801-623-6707 or schedule an appointment online at your convenience.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Reza is offering to our listeners a free copy of his book (just pay shipping and handling) from this page: https://go.rezahooda.com/order-348362211681564311623 You can also listen and follow his podcast The Profitable Accountant wherever you listen to your podcasts: https://www.rezahooda.com/podcasts/the-profitable-accountant-podcast   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 effectively your services 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   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 welcomes Reza Hooda to discuss his Blueprint for Accounting Success and Mentorship.  

Join us as we revisit this conversation from 2023!   In this week's episode, Roger Knecht is joined by Sarry Ibrahim, a financial planner and financial services expert, to discuss the importance of accountants in the accounting industry. Sarry will delve into the ‘Bank On Yourself’ concept and how insurance can be leveraged to outpace inflation. They will also be discussing the key differences between 401Ks and life insurance policies, how to retain your best employees with insurance, the benefits of having a financial planner and accountant working together, and how a financial planner envisions money differently from an accountant. So sit back, grab a pen and paper, and get ready to learn from one of the leading financial experts in the industry. It’s time to take your accounting business to the next level. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Sarry Ibrahim Sarry Ibrahim is financial planner and member of the Bank On Yourself Organization. He helps real estate investors, business owners, and full-time employees grow safe and predictable wealth regardless of market conditionsusing a financial strategy that has been around for over 160 years. Sarry started this journey when he was in grad school completing his MBA. He worked for companies like Allstate, Blue Cross Blue Shield, Cigna Healthspring, and Humana before founding Financial Asset Protection, a financial services firm that focuses on one sole concept; the Bank On Yourself Concept, also known as the Infinite Banking Concept. Sponsors: Universal Accounting Center ●        Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Reach out to Sarry Ibrahim and download his e-book at www.thinkinglikeabank.com Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  It is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: ●        “in the BLACK, nine principles to make your business profitable” – e-book ●        Red to Black in 30 Days. Learn the turnkey process to take your clients from “Red to Black” as the Profit & Growth Expert offering proven CFO & Advisory services.   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 in your business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Welcome to the latest episode of Building the Premier Accounting Firm with Roger Knecht, the podcast full of tips for growth at your accounting firm. Today, we’re focusing on how to elevate your PowerPoint game, especially when it comes to presenting complex financial data with financial storytelling expert Soufyan Hamid. In this episode, Roger and Soufyan unpack the strategies that can transform your slides from snooze-fests into compelling narratives. Key Insights from Soufyan: The Power of Visuals Over Text: Soufyan explains why visuals are your best ally in keeping your audience engaged. Discover how to use images and graphs to break up text and make data digestible. Tips on selecting visuals that enhance rather than distract from your message. Substance Over Format: Understand why minimizing on-screen text is crucial. Soufyan and Roger’s strategies for condensing content without losing meaning. How to use bullet points effectively to retain audience attention. Storytelling: Why focusing on the meat of your presentation beats flashy design. Techniques for presenting complex financial information in a clear, concise manner. The balance between informative content and aesthetic appeal. Audience Interaction: Advocate for active participation to create a dynamic and interactive presentation. Suggest ways to incorporate questions and foster dialogue with the audience. These tips are sure to elevate your next verbal presentation to a whole new level. Thank you to Soufyan Hamid for his valuable insights. For more resources and training to take your accounting firm to new heights, call 801-623-6707 or schedule an appointment online at your convenience. Thank you for tuning in to our podcast and please tag Roger, Soufyan and Universal Accounting when you share success stories of using these strategies in presentations.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Soufyan Hamid   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take a moment and connect with Soufyan on Linkedin: https://www.linkedin.com/in/soufyanhamid/ And if you’d like to take advantage of his services you can learn more here: www.thefinancecircle.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. Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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   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 storytelling with Soufyan Hamid  

Join us as we revisit this conversation from 2023!   Welcome to the ‘Building the Premier Accounting Firm’ podcast, where we bring you insights and thought-provoking discussions from leading industry experts. This week, we have a special episode for you. Our host, Roger Knecht, will be interviewing Ron Baker, the best-selling author and value pricing guru. In this episode, Roger and Ron will delve into the topic of value pricing and its challenges. They’ll discuss what value pricing is and how it differs from traditional pricing models. Additionally, they’ll talk about the hurdles firms face when introducing a value-pricing model, and how to overcome them. Ron shares his invaluable learnings from helping firms implement the value-pricing model and provide actionable insights on how to get started. They also discuss subscription-based pricing, why it’s the future, and how subscription pricing can complement value pricing. They explore how these two models can work together to benefit accounting firms of all sizes. This episode is a must-listen for anyone looking to stay ahead of the curve. So, sit back, relax and get ready to learn from the best. Also subscribe to this podcast to never miss an upload! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Ron Baker Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally—and radio talk show host on the Voice America show: The Soul of Enterprise: Business in the Knowledge Economy. As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995. He is the author of seven best-selling books, including: Professional’s Guide to Value Pricing; The Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional Services, co-authored with Paul Dunn; Implementing Value Pricing: A Radical Business Model for Professional Firms; The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, co-authored with Ed Kless, and his latest book written with Paul Dunn, Time’s Up!: The Subscription Business Model for Professional Firms, was published in November 2022. Ron has toured the world, spreading his value-pricing message to over 250,000 professionals. He has been named on Accounting Today’s 2001 to 2007, and 2011 to 2022, Top 100 Most Influential People in the profession; voted among the Top Ten Most Influential People in the profession in 2012—2022, among other accolades. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a copy of Ron’s book: Time’s Up!: The Subscription Business Model for Professional Firms Also read: The Automatic Customer: Creating a Subscription Business in Any Industry & Built to Sell: Creating a Business That Can Thrive Without You, by John Warrillow  www.verasage.com and www.thesoulofenterprise.com   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  It is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book   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 in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777  

In this episode of the podcast, host Roger Knecht engages in a dynamic conversation with Donna Harris, founder of Bookkeeping Made Simple. Together, they dive deep into her journey of starting an accounting business and navigating the life changes that come with being an entrepreneur. This is a great look at how professionals from all walks of life become accounting entrepreneurs, as well as how it’s possible to achieve the work/life balance you desire at the owner of your firm.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Donna Harris Donna founded Bookkeeping Made Simple with the understanding that small businesses are the heart of the American economy. After offering to do books for a friend who said he didn’t have enough work to keep someone in the office 20 hours a week, she recognized the need for an efficient, online system. She has 20 years of bookkeeping and accounting experience and is excited to help small business owners achieve their goals. She enjoys spending time with her family and traveling whenever possible. She is the firstborn of eight children and a mother to five.  She also loves hiking, camping, cooking, yoga, and fitness.  A huge believer in lifelong education, she recently earned her MBA and is currently working on her Master’s of Accounting.   Highlights: Donna shares her journey from studying Computer Science in college to working with family members and acquaintances who needed bookkeeping services at their companies. The only problem, they said, was that there wasn’t enough work to hire someone full time. Donna saw opportunity and founded Bookkeeping Made Simple. They discuss the value of niching, and specifically the opportunity that exists in working with solopreneurs or micropreneurs, who may not have the resources to hire big accounting firms. Donna reveals the challenges that come with being a single mother and starting a business, including developing boundaries and a comfortable work/life balance. Starting an accounting business and working from home allowed her to homeschool her kids. Roger and Donna explore how Donna’s upbringing motivated her to work hard and live up to her responsibility to care for those in her life as a professional. They emphasize the difference in tax code for large corporations like Amazon and Space X compared to small businesses, to whom saving money and cash flow are of paramount importance. Donna introduces specific examples of how she navigates communicating with clients and offers strategies for identifying transactions, like using a SharePoint folder to upload receipts. They share insights on how aspiring entrepreneurs can start an accounting business, a bookkeeping business, or a tax business, and highlight the importance of learning bookkeeping online and taking online tax courses. Donna explains the importance of taking a step back from the business and trusting your employees to handle business on their own when personal or family issues require attention outside of the business.   Notable Quotes from this episode: “I've been reading a lot in the industry news that there's a real shortage of accountants and accounting professionals. I know everyone has a hard time finding employees because no one really wants to go into the field or they think that we're all going to be replaced by AI. I don't see that happening. There's too many judgment calls and accounting.” “I saw firsthand how entrepreneurship really is the backbone of America… I think that's what really drove me to choose the very small businesses as a niche.” “I know a lot of big businesses are really, really pushing a return to the office and I think those are going to be the ones that get left behind.. I think working from home, remote work is an expectation now.” “The most common misconception is that I'm a CPA. I am not. I have a bachelor's in accounting and I have an MBA, but I have never fulfilled the requirements to have a CPA license and I don't need it. I don't do auditing and I don't work with publicly traded firms, so why go to all that trouble?” “The client, they don’t know what they don’t know. We have to be very upfront and tell them, we need these bank statements and this bank access from this date to this date, we need these receipts. And this is why.” Join Roger and Donna in this thought-provoking discussion as they highlight the momentous opportunity that exists for accounting professionals with an entrepreneurial spirit. Discover the ability that anyone with a basic understanding of accounting has to help business owners in their community with their books. If you're considering starting an accounting business, a bookkeeping business, or a tax business, or if you want to learn bookkeeping online and explore online tax courses, this episode is packed with valuable insights for aspiring entrepreneurs.   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: “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 It’s time to also work ON your business, to start and build the premier accounting business in your area.  Take advantage of this opportunity to access this free course now and see what steps you can take to be in business for yourself but not by yourself with Universal Accounting Center.  Get the Turnkey Business Plan for accounting professionals HERE now!   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 work life balance and setting boundaries with Donna Harris.  

Join us as we revisit this conversation from 2023!   In this episode of Building the Premier Accounting Firm, your host Roger Knecht chats with workflow expert David Cristello as they explore the topic of Scaling Your Business Through Workflow Management. They discuss the importance of having a workflow system in place for businesses of all sizes, as it can help streamline operations and increase efficiency. They also delve into how workflow management can aid in scaling a business by creating processes that can be automated, allowing for more time to focus on growth and expansion. Additionally, David touches on the financial risks of hiring without a proper workflow system in place, and how it can lead to unnecessary debt. They also discuss the importance of recession-proofing your business, and how implementing a workflow system can provide a strong foundation for weathering economic downturns. If you are looking for valuable insights and practical tips for utilizing workflow management to scale and strengthen your business, then this episode is for you.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: David Cristello David Cristello is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps accounting and bookkeeping firms track recurring client work so nothing falls through the cracks.  Since launching Jetpack Workflow, the company has grown to serve over 6,000 professionals in 18+ countries who completed 5M+ client projects on time. In 2020, they reached the Inc5000 list as one of the country's fastest growing private companies. David is also the host of the “Growing Your Firm podcast” (over 725K downloads) and co-authored the best selling book “Double Your Accounting Firm”.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: 2 Week Free Trial of Jetpack Workflow. Click this link to get this https://bit.ly/3QjHi5h Free e-book, 32 Templates Click this link to get this e-book https://bit.ly/3ZffeDZ   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  It is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book   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 in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Welcome to Building the Premier Accounting Firm, where we dive deep into the entrepreneurial journey of accounting professionals, sharing insights and strategies for building a successful accounting firm. In this episode, Timothy Wingate,  founder and president of G+F Business & Financial Consulting, shares his personal experiences and the lessons he’s learned along the way. Here’s what you can expect from today’s enlightening discussion: The Backbone of Support: Discover how Timothy's wife provided an unwavering foundation of support throughout their entrepreneurial path, highlighting the crucial role that family plays in the success of a business venture. Faith and Connections: Learn about the significance of faith and human connections in business, and how these elements can influence not only the business owner but also the trajectory of their enterprise. Accounting Evolution: Dive into the changing landscape of the accounting industry. Timothy and Roger emphasize the importance of adapting to new trends by offering higher-value services and taking a more strategic approach to traditional practices. Finding Your Niche: Hear why specializing in a niche market can be a game-changer for your business, allowing you to differentiate yourself from the competition and provide targeted value to your clients. Universal Accounting Center: If you’re considering starting your own business or want to enhance your entrepreneurial skills, Timothy recommends exploring the resources available at the Universal Accounting Center. Remember to subscribe to our podcast for more valuable discussions like this one, and if you enjoyed the episode, please leave us a review! Thank you for tuning in to Building the Premier Accounting Firm, where we bring you the wisdom of seasoned entrepreneurs to help you on your journey to success in the accounting industry. Until next time, keep forging connections and stay strategic in your ventures.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Timothy Wingate, EA Timothy Wingate Jr. is the founder and president of G+F Business & Financial Consulting. He is a licensed Enrolled Agent and construction accountant. In May 2016, he founded G+F, recognizing the need for specialized accounting and tax services for construction companies. Many construction businesses struggle to bridge the communication gap between their work in the field and their back office. With first-hand knowledge of the construction industry and a deep understanding of taxes and finances, Timothy provides tools, advice, and financial guidance to his clients so they better understand their finances and improve their cash flow. Timothy is a QuickBooks Online Certified ProAdvisor and was a member of the Intuit Tax Council from 2019 to 2022. He earned a bachelor’s degree in business administration with a concentration in finance from the University of South Florida. He is also a member of the Construction Financial Management Association. Timothy worked for many years with his father, a licensed general contractor since 1984, giving him plenty of first-hand knowledge of the construction industry. Timothy lives in West Palm Beach, Florida, with his wife and three sons. There he also served as a chief operating officer and chief financial officer for a long-standing nonprofit.   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 effectively your services 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   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