Building the Premier Accounting Firm

In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Jeremy Estey, a seasoned marketing expert specializing in accounting firms. Jeremy shares his expertise on transforming bookkeeping and tax services into profitable ventures through strategic marketing, with a particular emphasis on the power of search engine optimization (SEO). Main Themes: Jeremy Estey's Journey: Transition from the golf media industry to founding Amber Sky Marketing. Specialization in accounting firms, focusing on cash flow services and business adaptation. Enhancing Bookkeeping and Tax Services: Shifting focus from low-profit tax returns to lucrative recurring clients. Using SEO to optimize web pages for better search engine rankings. Content Marketing and Trust Building: Importance of creating relevant and engaging content to build trust and establish credibility. Positioning businesses as industry experts to attract potential clients. Value-Added Services in Accounting: Emphasis on offering tax strategies and advisory roles, especially in cash management. Educating clients through content marketing and maintaining a robust online presence. Integrated Online Marketing Strategy: Differentiating SEO from SEM and the significance of each. Using Google Ads for ready-to-purchase users and Facebook Ads for brand awareness. Advocating for an omnichannel approach including social media and email marketing. Client Conversion Process: Three-stage process: awareness, relationship building, and conversion. Utilizing CRM data for nurturing client relationships and future marketing efforts. Strategic Business Development: Importance of a business plan, effective pricing, and targeted marketing. Benefits of niching to streamline efforts and offer tailored services. Personal Interests: Jeremy briefly shares his passion for golf, touching upon notable courses and his personal experiences in the sport. Join us as we explore the evolving landscape of accounting firms and discover how strategic marketing can propel your business towards success. 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 Jeremy to learn each of the four components that make up that strategy. https://amberskymarketing.com You can also reach out to him directly via LinkedIn: https://www.linkedin.com/in/jeremy-r-estey/ Or by email: jeremy@amberskymarketing.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 (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

Join us this Wednesday for a new episode where Roger discusses SEO and SEM with Jeremy Estey

Join us as we revisit this conversation from 2020! As we consider our role as accounting professionals and the relationships we have with our clients we need to consider which of our services meet two criteria: High Impact High Pricing / Margin Listen as Charlie and Roger discuss this and 3 important factors when marketing your services: Awareness Authority Conversational Be prepared to take some good notes and see what you can do to work ON your business to have the premier accounting firm in your area. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Charlie Price Charlie Price is a CPA and business consultant that works with accountants to implement high impact, high profit offers, and create simple marketing, pre-sales, and sales systems. Prior to becoming a consultant Charlie spent over 15 years in the accounting industry, including 10 in public accounting. He is the owner of the Marketing Success for Accountants and Bookkeepers Facebook community with over 1800 members Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountants library to provide the value clients look for today: "in the BLACK, nine principles to make your business profitable" – e-book From Charlie: Daily Action Guide: https://docs.google.com/document/d/1ygABGp_7KypxtM7pNMnxyYjuipa6_m7sX3EDegKaA8g/edit?usp=sharing Join the FB Accounting Group: facebook.com/groups/marketingaccountants 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

Welcome to another enlightening episode of Building the Accounting Firm, where we delve into the essential strategies for elevating your accounting business. In this episode, Roger Knecht is joined by guest CPA Katie Thomas, who brings a wealth of knowledge at the intersection of accounting and marketing. In this episode, we explore the vital role that marketing plays in attracting and retaining clients within accounting practices. Katie shares her journey from working in a family business to becoming a leader in the accounting and marketing field. She offers valuable insights into how firms can integrate marketing effectively to ensure their success. Tune in as we discuss key strategies for marketing integration, content creation, overcoming barriers, and client engagement, all tailored to help accounting professionals elevate their practices. Key Highlights: Katie Thomas's Journey: Transition from a family business to a career in accounting and marketing. Emphasizes marketing as essential, not optional, for firm success. Marketing Integration: Importance of choosing the right social media platforms (e.g., LinkedIn for accountants). Regular, authentic engagement over spammy interactions. Content Creation and Personal Branding: Personal storytelling and unique perspectives in marketing content. AI tools can aid but should not replace genuine voices. A strong unique selling proposition is crucial, with personal input in marketing materials. Insights from "In the Black": Enhancing client communication and balancing branding with short-term tactics. Innovative approaches like compelling offers and transformational storytelling. Overcoming Marketing Barriers: Addressing insecurities about self-promotion. Encouragement to collaborate with professionals and invest financially in marketing efforts. Client Nurturing and Engagement: Importance of structured nurturing processes (e.g., systematic check-ins, newsletters). Prompt engagement and consistent follow-ups to educate clients and position as experts. Collaborations and Growth Strategies: Collaboration between accounting service business owners. Job placement assistance program introduction. Recommendations like the "four c process" for growth. This episode is a must-listen for accounting professionals looking to enhance their marketing strategies and build stronger client relationships for sustained growth. Call 435-344-2060 to connect with Universal Accounting's team to improve your marketing at 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: You need Katie's free foolproof guide on how to find and connect with your ideal clients online so you can increase your impact, influence, and income, go to: https://leaders-online.com/4cprocess/. 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

Join us this Friday for a new episode where Roger discusses social media and AI with Katie Thomas.

Welcome to another insightful episode of Building the Premier Accounting Firm with your host Roger Knecht. In this episode, Roger dives into how to grow an accounting business with Chad Jenkins, founder of SeedSpark. This episode centers around entrepreneurial growth in bookkeeping, accounting, and tax businesses. It emphasizes the transition from traditional methods to innovative approaches that foster collaboration and business expansion. Key Highlights: Entrepreneurial Journey: Chad shares his path, focusing on leveraging growth opportunities and shifting from a solopreneur mindset to business expansion. Innovative Approaches: Contrasts traditional accounting with modern strategies encouraging collaboration among professionals. Advocates for understanding client relationships to deliver exceptional value and encourage additional services. Collaboration and Differentiation: Emphasizes the importance of partnerships between accounting firms and other service providers to enhance offerings. Suggests creating "power teams" for referral relationships and unique service names for differentiation without forming new business entities. Comprehensive Services: Highlights the need to provide complete solutions to prevent clients from seeking alternatives. Technology and Growth: Discusses the role of technology, especially blockchain, in protecting intellectual property. Introduces the "curiosity catalyst" concept for continuous value creation. Ambitious Growth: "Just Add a Zero" encourages setting expanded financial goals, inspired by visionaries like Jeff Bezos. Literature for Insight: "Fiction Fuel": Redefines friction as a growth catalyst and promotes early market change recognition. "Red to Black": Guides accounting professionals in enhancing profitability. Visionary Mindset: Encourages businesses to act as "heroes" for stakeholders by addressing friction points. Advocates for long-term growth through proactive customer engagement and resourceful collaboration. This episode offers valuable strategies for accounting professionals aiming to grow their businesses by embracing innovation and collaboration. To take the next step toward starting or growing your accounting business, call Universal Accounting's team of experts at 435-344-2060. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Just Add Zero https://seedspark.com/freebook/ 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 4353442060.

Join us this Wednesday for a new episode where Roger discusses the art of collaboration with Chad Jenkins

Join us as we revisit this conversation from 2020! Listen to this real and honest discussion that Brandon and Roger have regarding starting a business. It takes time and a commitment that in time pays off. Passion for the work makes the difference. From culture to processes and expectations. What are the true key performance metrics for the office and individuals within the organization? He shares his, can you relate and do you want to also use them? You have your goals; Brandon has his and although they have changed over time the clarity, he has is clear. As you hear what he has to say consider your purpose and goals for the business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Brandon Hall, CPA Brandon is a Certified Public Accountant, national speaker, and is the Founder/CEO of The Real Estate CPA. Brandon works with real estate investors, syndicates, and private equity funds to optimize tax positions and streamline accounting and business functions. He believes that real estate investing is critical to building sustainable and generational wealth. Brandon worked at PricewaterhouseCoopers and Ernst & Young prior to launching his own CPA firm, Hall CPA PLLC (The Real Estate CPA). Through the knowledge gain by working with real estate investors, Brandon invests in multi-family properties personally and through his capital group, Naked Capital. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Hall CPA PLLC ("The Real Estate CPA") is a leader in tax and accounting advisory services in the real estate industry. The insights and quality services we deliver help our clients grow and efficiently operate real estate holdings. As a 100% remote CPA firm, we are able to source the best talent across the nation, work with clients across the globe, and continue to service clients regardless of world events. Offers: The Staying Power Collective (new community for special service firms) Mini Mastermind Groups - stayingpowercollective.com Join our new community for firm owners looking to build remote accounting firms: https://forms.gle/uugf7MwtwPoz5Mn89 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 accountant's library to provide the value clients look for today: "in the BLACK, nine principles to make your business profitable" – e-book 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

Welcome to another insightful episode of the Building the Premier Accounting Firm podcast. Join host Roger Knecht as he chats with Karen Reyburn about her journey from a qualified accountant to founding a creative agency dedicated to revolutionizing how accountants market their services. Karen shares her insights on overcoming the unique challenges accountants face when marketing their services, including the challenges of embracing more creative strategies, given the structured nature of their profession. Main Themes: Transition to Creativity: Karen discusses her shift from accounting to creative marketing, aiming to help accountants effectively promote their services. Defining USPs: The episode highlights the importance of identifying unique selling points and understanding target audiences to foster genuine connections with potential clients. Marketing & Whiskey Production Analogy: Marketing is likened to whiskey production, both requiring patience and strategic planning for sustained success. Consistent Branding Efforts: Karen emphasizes the need for continuous marketing efforts to build a recognizable and trustworthy brand. Understanding Client Needs: Effective engagement stems from a deep understanding of client requirements. Managing Expectations: The discussion covers the necessity of transparency and balancing tried-and-true methods with innovative strategies. Nurturing Leads: Tips on using online funnels and email campaigns to cultivate potential clients. Mental and Emotional Challenges: Acknowledging the mental and emotional hurdles accountants face, impacting their marketing effectiveness, and encouraging support during tough times. Balancing Long-Term and Quick Solutions: The whiskey and gin analogy illustrates the need for both long-term strategies and quick solutions in marketing efforts. Resources & Engagement: Courses & Books: Explore a marketing strategies course and recommended readings like "The Account Marketer" and "Your Strategic Accountant." Further Learning Opportunities: Listeners are invited to delve into a podcast focused on building an accounting firm and to attend the GrowCon conference for networking and expert insights. Tune in for a captivating discussion on merging the worlds of accounting and creative marketing, filled with practical advice to help you build the premier accounting firm in your area. Thank you for joining us for this episode of Building the Premier Accounting Firm. For more information on how you can elevate your firm's marketing, connect with Universal Accounting Center's team at 435-344-2060, or schedule a time to discuss your future here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Karen is kind enough to offer us the DIY Accountant Marketer video course which is now available and there is an introductory offer to have access to the recordings, workbook, and all other resources. https://wearepf.com/diy-accountant-marketer-course/ & receive a copy of her book as well. OR, just get a copy of her book, The Accountant Marketer: https://karenlreyburn.com/the-accountant-marketer/ 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

Join us this Friday for a new episode where Roger discusses creative marketing with Karen Reyburn.