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Building the Premier Accounting Firm

Latest episodes

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Jan 20, 2024 • 42min

Rewind : E-Commerce & Tech Versus Accountants, Why It’s Time to Adapt w/ Tom Ruscitti

Join us as we revisit this conversation from 2023! The business world is ever-changing, and that means that the accounting industry must change with it. In this episode of Building the Premier Accounting Firm, your host Roger Knecht chats with technology expert and accountant, Tom Ruscitti about the importance of adapting to the e-commerce space and the automation of the accounting industry. Tom has over 35 years of experience bringing solutions to the marketplace, and he shares his insights on why accountants should be taking up e-commerce clients, the challenges that accountants face when managing e-commerce platforms, and how to take advantage of community resources. If you want to learn how to adapt in the evolving world of accounting, then this episode is for you. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Tom Ruscitti Tom Ruscitti has been bringing technology solutions to the marketplace for over 35 years, including roles with Met Life, MICROS, Aloha and Intuit.  He has been working within the Accountant/Bookkeeper ecosystem for 20 years and developed what is now the QuickBooks Solution Provider Program back in the early 2000's while working at Intuit. Sponsors: Universal Accounting Center       Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Bookkeep is offering every partner that becomes a Bookkeep partner through Universal one free subscription (for the life of that client) - so there will be no monthly subscription fees for that client.  Here is the Bookkeep/Universal Landing Page - https://www.bookkeep.com/partners/universal-accounting-school/   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   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for https://universalaccountingschool.com/growcon-event-page-2023/, 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
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Jan 17, 2024 • 50min

Navigating the Tax Labyrinth with Michael Rozbruch

In this insightful episode of the podcast, Roger sits down with Michael Rozbruch, a seasoned CPA and certified tax resolution specialist, who shares his personal journey into the field of tax resolution. Drawing from his experiences, Michael discusses the importance of professional guidance when dealing with the IRS and sheds light on the following key themes: Empathy in Taxation: Michael’s motivation is deeply rooted in the struggles he’s seen ordinary Americans face when up against IRS actions. His empathy for those in tax distress drives his work and advocacy. The Complexity of Tax Issues: From back taxes to audits and payroll dilemmas, Michael underscores the intricate and often intimidating process of resolving tax problems with the IRS, highlighting why expert assistance is critical. Professional Expertise: The conversation delves into the significance of tax resolution specialists like EAs, CPAs, and attorneys. With limited IRS training for the public, the knowledge and skill of these professionals become invaluable. Tax Relief Intricacies: Michael discusses the nuances of tax relief, giving listeners a glimpse into what goes on behind the scenes when negotiating with the IRS. Professional Fees: Understanding how to price services is vital. Michael breaks down payment structures for tax professionals and why investing in such services can be beneficial. Advertising Your Services: The episode touches on the benefits of marketing tax resolution services to reach those in need. The Enrolled Agent Advantage: With the IRS’s new penalty relief initiative, Michael points out the increased business potential and advantages of becoming an Enrolled Agent. Future Challenges: The discussion raises concerns about the complexities that may arise in 2024 due to the IRS’s access to taxpayer information through stimulus payments. Educational Opportunities: Michael promotes a two-hour masterclass on tax resolution services and encourages listeners to deepen their understanding of the field. Grow Con and Additional Resources: The episode also mentions Michael’s commitment to helping others through the upcoming event called Grow Con and directs listeners to the Universal Accounting website for a podcast episode featuring a panel of accounting, bookkeeping, and tax business experts. Listeners are encouraged to check out the full episode for a more comprehensive exploration of these themes and to gain access to valuable resources and insights for tackling tax challenges with confidence.   Resources Mentioned: Michael Rozbruch’s Masterclass on Tax Resolution Services Grow Con Event Universal Accounting Podcast   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Michael Rozbruch Michael Rozbruch, CPA and Certified Tax Resolution Specialist, a pioneer in the tax resolution industry, has a proven “in-the-trenches” track record as evidenced by accumulating 168 month-over-month consecutive revenue growth culminating in $23 million in revenue in just one year alone. Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies® and Michael Rozbruch’s Tax and Business Solutions Academy®, an eLearning, training and coaching services company that trains and helps CPAs, Enrolled Agents and Attorneys build highly profitable practices through proven marketing systems and strategies. But he doesn’t stop there. He also trains on how to “close” the sale, manage the client relationship and knows firsthand how a best practice IRS Problem client niche practice should be run and operated. Standing alongside Michael to help you be as successful as possible with your own tax resolution business is the Roz Team—Roslyn Rozbruch, Becky Stephens, John Israelian, Ruthie Ponce, and Karen Hood. Read on to learn more about how each team member makes it their goal to make life in your practice a little easier—and a lot more profitable!   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Free 2-hour Master Class on Marketing Sales and more as it relates to Tax Resolution https://www.rozstrategies.com/  And Learn more what you can do to offer Tax Resolution Services with Michael’s help, take advantage of this opportunity to participate in a 5-Day to $5K Tax Resolution Challenge: https://zc158.isrefer.com/go/resolution/uacct/   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 & an Enrolled Agent, EA 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  
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Jan 15, 2024 • 47sec

This Week on BPAF : Michael Rozbruch

Join us this Wednesday for a new episode where Roger discusses tax resolution with Michael Rozbruch.  
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Jan 13, 2024 • 1h 17min

Rewind : The Crucial Steps to Take Before Buying a Business w/ Lee Bowen

Join us as we revisit this conversation from 2023!   Lee Bowen is the owner of Certus Accounting & Tax Services. Prior to starting his own company, Lee was the CFO of a $2 Billion international corporation and has over 20 years of financial operations, strategy development, and leadership experience. In this week’s episode, Lee talks about taking the leap to buying a business after retiring, how he identified the business he wanted to acquire, and why he chose it. He also talks about how he determined what that business was worth, the process of transaction and how the transition process was for the former owner and employees. Lee also shares his advice for people purchasing a business. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Lee Bowen Lee Bowen is currently the owner of Certus Accounting & Tax Services and has over 20 years of financial operations, strategy development, and leadership experience. Prior to acquiring Certus, he served for three years as the Chief Financial Officer for Young Living Essential Oils where he oversaw financial planning and analysis, fraud management, treasury, banking, internal audit, as well as commissions services, human resources, payroll, tax, and risk management for the organization.   His previous experience includes working at Intel Corporation, Deloitte Consulting, an expatriate assignment in Panama as Regional Director of Finance at HILTI, and Director of Financial Planning and Analysis for Nature’s Sunshine. He is also fluent in Spanish. Lee earned an MBA and MSIM (Master of Science in Information Management) from Arizona State University and a BS in accounting with a minor in Spanish from Brigham Young University. Lee has been married to his wife, Tricia, for 24 years, and they have four children—three boys and one girl. He enjoys watching his children’s sports competitions, running, playing golf, attending BYU athletic events and plays at the Hale Center Theater, where he serves on the Board. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: *Train your staff to become professional bookkeepers; represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses. QuickBooks, The Professional Bookkeeper’s Guide to QuickBooks is designed to teach anybody how to use QuickBooks. *Learn CFO services Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON their business.   *Universal Business Builder: UBB) program is unique within the accounting profession as it outlines the delivery of quality coaching services to business owners with an accounting emphasis.   BizBench, see what you can do to offer your clients benchmarking reports, allowing you to compare each to their industry norms based on their NAISC code using a report that provides actionable insights. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is 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” – the how-to-guide e-book for accounting professionals   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
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Jan 6, 2024 • 53min

Rewind : Hacking The Cash Flow Game w/ Mike Milan AKA Cash Flow Mike

Join us as we revisit this conversation from 2023!   As business owners, we all know that one of the most important aspects to running a successful business is hacking the cash flow game. Without proper cash flow management, businesses can quickly find themselves in hot water. In this episode, your host Roger Knecht welcomes cash flow expert Mike Milan, AKA Cash Flow Mike. They chat about Mike's journey to becoming a cash flow expert, how you can prevent your business from ‘growing broke’, he explains the concept of the financial gap and how you can shorten it, key concepts from his book 'Don't Be a Dumb Business Owner', and his training program 'The Clear Path to Cash'. If improving your business's cash flow is one of your top goals for 2023, this is the episode for you! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mike Milan Mike Milan, AKA Cash Flow Mike, offers expertise in strategic planning, finance, and sales gained over 20+ years of diverse professional experience. In that time, he has developed 14 startups into well-established businesses and earned his nickname “Cash Flow Mike”.  Mike is an army Veteran and has an MBA from Baylor University and mostly known for: Being the author of two books:   The 7 Minute Conversation, and Don’t Be A DUMB Business Owner – both focused on using the financial statements to find hidden cash in your business. He created a financial management training program called The Clear Path To Cash – Its 8 Steps to Maximizing Cash in Any Given Business Situation He has also created several FinTech software products like: CashFlowTool, Finagraph, and Path by Simplex. Mike is also a co-host on the podcast Nobody Told Me with Mike & Blaine – where the focus is on topics and lessons you can only learn by being an entrepreneur. Currently Mike is the business financial specialist behind the brand Cash Flow Mike, where he has a host of ways to help business owners and accountants get grow and keep more cash in their business. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: You can offer to download a free digital copy of my book The 7 Minute Conversation from my website:  cashflowmike.com   Join the FB Group: https://www.facebook.com/groups/theclearpathtocash   BizBench, see what you can do to offer your clients benchmarking reports, allowing you to compare each to their industry norms based on their NAISC code using a report that provides actionable insights. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is 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” – the how-to-guide e-book for accounting professionals   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
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Jan 3, 2024 • 1h 21min

Customizing CFO/Advisory Services for Each Client w/ Dave Willson

In this episode of the podcast, host Roger Knecht engages in a dynamic conversation with Dave Willson, Founder and CFO at ProvenCFO. Together, they dive deep into the many paths professionals take on the way to learning the language of business, proven strategies for providing quality CFO/advisory services and the importance of social responsibility for entrepreneurs.   Highlights: Roger and Dave walk back through Dave’s journey into the world of accounting and eventually entrepreneurship. Dave always had an interest in the “language of business”, despite failing an accounting exam in school due to a difficult teacher. Dave discusses immigrating to America and completing his bachelor’s in accounting. While he had an offer on the table to join Deloitte, he elected to work with his brother in banking. Dave explains how he and his brother eventually started an accounting business, and the value Dave saw in providing advisory services at the firm after his experiences working in banking, real estate and other industries. The origin of ProvenCFO is covered and Dave explains challenges the company has navigated as it has grown, including during COVID. Roger and Dave dive into the role an advisor should play in giving practical recommendations to business owners – when to hire an employee, how to manage cash flow, whether or not to offer benefits and more. They highlight the massive opportunities that come with offering advisory services in terms of pricing. Dave notes that his company sometimes charges a cleanup or set up fee when working with companies who need bookkeeping help before advancing to the growth stage. Dave explains the value ProvenCFO has found in working with a broad range of clients in terms of industry and stage of business. The company has had a lot of success working with startups and creating financial models for companies with seed money. Roger learns about Dave’s childhood in South Africa and how carrying forward the culture of camaraderie present there has been a guiding principle for him as an entrepreneur. They discuss the value of empathizing with employees and feeling responsible for their well being, as well as the power of creating a company that employees enjoy participating in.   Notable Quotes from this episode: “We figured out [when it comes to starting a business] it only takes one. You only need to be successful once. You can fail as many times as you want. It doesn't matter. It only takes one… As long as you don’t eat up your earnings.” “We don't have a hard and fast set of rules that we make our CFOs follow. It's just to make sure that you're visiting with [the client] and providing them advice.” “Entrepreneurs are crazy. We're crazy people. I recognize that. It probably all sounds insane” “And the advisory that we give to our entrepreneurs is very similar. It's like, ‘Okay, you need to be mindful of the fact that you might be sitting on  80 % equity and you want everyone to work as hard as you, but just keep in mind that they don't have 80 % equity. And when this company sells and you make a bajillion dollars, they're not, right? They're going to be sitting here still working.” “I think we just need to approach capitalism while being mindful that there are those that aren't going to be able to be entrepreneurial.” “We need to discuss what are all the consequences of some of the decisions that we're making in our own companies and how it impacts our clients, our employees, our families. It's a narrative that I think needs to be discussed because many of us are very fortunate in the fact that with our entrepreneurial spirits we're willing to take risks where we're to put ourselves out there. And with that, there should be a reward. But at the same time, we've got to acknowledge the fact that people are working hard around us and making things possible. And we appreciate that.” Join Roger and Dave in this thought-provoking discussion as they highlight the opportunity and responsibility that exists for CFO/Advisory professionals. Discover how to customize your advisory approach to each client, and the importance of maintaining a passionate group of employees. If you're considering starting an accounting business, a bookkeeping business, or an advisory business, or if you want to learn bookkeeping online and explore online CFO courses, this episode is packed with valuable insights for aspiring entrepreneurs.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dave Willson   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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book 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.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Jan 1, 2024 • 39sec

This Week on BPAF : Dave Wilson

Join us this Wednesday for a new episode where Roger discusses customizing your services for each client with Dave Wilson.  
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Dec 30, 2023 • 42min

Rewind : Stress Management as an Accountant w/ Randy Crabtree

Join us as we revisit this conversation from 2022!   In this episode, host Roger Knecht chats with the host of ‘The Unique CPA’ podcast, Randy Crabtree as they discuss everything mental health. Randy shares his personal story of dealing with mental health issues after surviving a stroke. They discuss how to deal with work place stress and mental health issues as accountants, controlled versus uncontrolled stress, seeking professional help through therapy, and recognizing your triggers. Finally, they offer some things to help avoid or cope with stress. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Randy Crabtree Randy Crabtree is the host of his own podcast, ‘The Unique CPA’. It is ranked as one of the top 5% most popular shows in the podcast spectrum. He is also the Co-founder and partner of Tri-merit Specialty Tax Professionals. He is an author, lecturer and the president of a 501C3 stroke survivors empowering each other organization and part owner of an award-winning craft beer and bottle shop in Chicago. In December 2021, he was listed as one to watch in the section of Accounting Today, and is among the 100 most influential people in accounting. In may he was appointed into its tax counsel for a third-year term. Sponsors: Universal Accounting Center       Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Reach out via Linkedin if you’d like Randy or Roger to present this to a group or association       Randy Crabtree       Roger Knecht   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
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Dec 28, 2023 • 41min

The Path to Integrating AI at Your Accounting Business w/ Marie Speakman

In this episode of the podcast, host and Universal Accounting Center president Roger Knecht engages in a dynamic conversation with Marie Speakman, a Chartered Accountant and Artificial Intelligence consultant known as the “AI Automation Lady.” Together, they dive deep into the world of automation as it relates to accounting, including how to use AI as a “trainee,” how to use it to help represent data, and how to prioritize the client experience. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Marie Speakman, CA After selling her accounting practice in 2009, Marie focused on helping companies enhance their operations and finance procedures.  In 2020, she was introduced to an AI company. Marie’s goal now is to provide insights, demystify AI, and support you every step of the way. When Marie is not working, she loves embracing the vibrant Andalucian lifestyle, hiking in the mountains, strolling along sandy beaches, and discovering new wonders around the world. Her next destination and adventure is Japan! Highlights: Roger and Marie discuss her decision to sell her accounting business in 2009 and focus on helping companies enhance their operations and financial procedures. Beginning in 2020, she took special interest in the impact AI could have on tax and bookkeeping businesses. Marie recounts her earlier career experience working as a financial controller at a software company, traveling across Europe and working with great colleagues. This furthered Marie’s passion for tech, and was her first taste of remote working. Roger and Marie discuss a debt collection program Marie helped develop that has been implemented in governments in the United Kingdom. As it became clear bookkeeping was a great candidate for AI optimization, Marie saw the potential to train bots to reconcile and complete compliance tasks. Marie highlights Robotic Process Automation, the simplest form of AI, which is like training a trainee to complete certain tasks mapped out for them in their code. Marie emphasizes the importance of the client’s security when using AI as a tool for analyzing data for advisors. Marie walks Roger through the typical way an artificial intelligence company would meet with an accounting business owner and present the uses AI could have at the firm. Roger and Marie discuss the impacts AI will have on the accounting industry, including help to fill the current hiring shortage that is a challenge for many accounting firms. Notable Quotes from this episode: “When I was in practice, I did struggle to be honest. I was forever trying to meet deadlines, you know, there's like peaks and troughs in the actual workload and I was thinking, ‘[AI] is great this could be really great for accountants to apply.” “Anything that you could train a trainee to do, then you can train a bot to do that and it can do the work for you.” “When I started off, I was like, ‘I want to be the advisor.’ When I was a management accountant, and I've got all these skills, and I want to go out, and I want to advise these companies, but you get bogged down in the day to day and the compliance work and you are forever trying to meet deadlines. And now I think we've got a massive opportunity.” “Whether it be the AI or offshore accounting, it's basically a non -client facing interaction that we're talking about here. So I think that's a very good thing.” Join Roger and Marie in this thought-provoking discussion as they highlight the untapped potential accountants possess to use AI as a tool for their firm. Discover practical uses for AI at your company, how to work with companies to integrate bots, and which services (including ChatGPT) to avoid. If you're considering tools to make your firm more profitable, or develop more marketable skills , this episode is packed with valuable insights.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Marie is offering a AI Insights Session: Uncover Custom Solutions for Your Business" https://calendly.com/mariespeakman/30-minute-discovery-call   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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book 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.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Dec 25, 2023 • 39sec

This Week on BPAF : Marie Speakman

Join us this Wednesday for a new episode where Roger discusses using AI in your business with Marie Speakman.  

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