Building the Premier Accounting Firm

Roger Knecht
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Oct 30, 2024 • 37min

Culture Counts: Rick Watson on Building a Premier Accounting Firm with Purpose and Trust

In this insightful episode of Building the Premier Accounting Firm, host Roger sits down with Rick Watson, who shares his transformative journey from humble beginnings to managing substantial assets. Rick dives into the challenges he faced, particularly the high attrition rates in the insurance industry, and emphasizes the critical factors for entrepreneurial success: hard work, branding, and referrals, as outlined in his book "A Firm Worth Building." Key Highlights: Entrepreneurial Sacrifices and Success: Roger and Rick discuss the importance of hard work and perseverance in overcoming industry challenges. They explore the pivotal role of branding and referrals in business growth. The Power of Company Culture: Rick explains how culture is a reflection of leadership and its influence on business dynamics. They explore ways which aligning company values improves hiring, client relationships, and employee engagement. The significance of company culture in shaping professional and personal interactions. Leadership and Culture Dynamics: Drawing parallels between business and family dynamics. Strategies for maintaining a cohesive culture in remote work settings. Concepts like "trust compression" and "breaking bread" to foster connections. Building Trust and Rapport: The role of edification—speaking positively about colleagues—in strengthening trust and respect. Enhancing service quality and client satisfaction through positive communication. Networking and Personal Connections: The importance of networking for credible referrals and business credibility. Methods to intentionally shape and uplift company culture through positive interactions. This episode is a must-listen for entrepreneurs seeking to enhance their business's culture and growth, offering practical advice and resources to create a firm worth building. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: https://www.nrnamerica.com/ Get a free book by buying the book on Amazon and sending me an email showing a copy of the review. We will respond by sending you a check for the book. Also mentioned on the show was the S.T.A.R Program, the process to create a culture based on accountability. Learn more what you can do to proactively manage those you are working with to achieve clear objectives and take care of your clients. Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Oct 28, 2024 • 27sec

This Week on BPAF : Rick Watson

Join us this Wednesday for a new episode where Roger discusses taking your business to the moon with Rick Watson.
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Oct 26, 2024 • 41min

Rewind : The Evolution Of Accounting and How It Applies To The Services We Offer Today with Andy North

Join us as we revisit this conversation from 2020! In recent years accounting has evolved from rules, discipline and structure related to producing quality financial reports to so much more. Now the accounting professional needs to become more entrepreneurial, what we refer to as becoming an Accountrepreneur. Today accounting services need to also provide clear value and actionable information to the business owner to help them make more educated business decisions. So, who is driving this evolution and change and how does it apply to each of us individually? Beyond seeing the numbers, understanding the trends, etc. the hard part is asking the business owner the right questions that lead to a discussion related to what they can and need to do next. Listen as Andy and Roger discuss how best to move into a consultative relationship and price your services. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Andy North, with AccountingWeb Andy has spent the last 19 years studying the world of accounting firms, having run AccountingWEB in the UK he moved to the US (Boston) with his family back in 2015 to take the reins of the US version of the site. In that time, he's had the pleasure of working with almost all of the various vendors to the accounting sector to help them realize and articulate their value propositions to their potential customers. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. AccountingWEB A digital publication designed exclusively for the owners and managers of small and medium sized accounting firms (whether they be CPAs, bookkeepers or EAs) in the US and Canada. Their mission statement is 'to bring inspiration and confidence to the transitional firm'. Offers: As firm owners approach that point where they're thinking about selling, perhaps to fund that yacht in the Caribbean, the question is often, "How much is my firm worth?" Get your Business Score As demand for cash flow forecasting grows within the SME sector, more and more accounting firms are opting to include it as a service to their clients. Not only does it provide an invaluable service that helps keep clients afloat, it has significant benefits for the provider. It's an additional and often untapped revenue stream but allows for deeper insights and a launch pad for further services. So, where do you start? In short, you shouldn't begin to offer cash flow forecasting without reading this first. Actionable Cash Flow Forecast Report Get your free copy of the e-book, "Red to BLACK" the how-to-guide for accounting professionals to help you address the most pressing issue many business owners face, their cash flow. Your Free "Red to BLACK" copy 😊 Tax compliance to advisory: How to transform your firm. Focusing on tax compliance can be a great strategy, but if your clients are looking for a more proactive service then you could be leaving revenue and valuable client relationships on the table. But when introducing tax advisory services, it's important to get the business model right. Packaging the service in the right way, pricing, and presentation are all key elements. Get a copy of this 4 Step Guide 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 8012653777
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Oct 23, 2024 • 45min

How to Craft Standout Marketing for an Accounting Firm in 2024 w/ Daniel Den

Welcome to another insightful episode of Building the Premier Accounting Firm with host Roger Knecht. Today Roger delves into strategies for differentiation and market leadership tailored for bookkeeping, accounting, and tax business owners with marketing expert Daniel Den. Daniel shares transformative insights on how to thrive in the competitive landscape of 2024 and beyond. Key Discussion Points: X Factor Methodology: Daniel explains how his powerful approach has helped over 20,000 clients distinguish themselves in their markets. He recounts his journey from running a party business to becoming a successful internet marketer. Embracing Individuality: The episode emphasizes the importance of unique characteristics in building a standout brand. The "celebrity code" strategy is discussed as a means to develop a distinctive identity and foster community through shared values. Understanding Your Audience: Tailoring marketing messages to specific target audiences or "avatars" is crucial. For accountants, this means identifying niches, such as older real estate investors, to effectively reach and resonate with them. Avoiding Commoditization: Generalists face challenges in saturated markets. Daniel and Roger highlight the need to create a "wow factor" and unique service experiences to prevent being viewed as a commodity. Relationship Dynamics: Niche marketing and personal client interactions can significantly enhance customer experience and loyalty. The episode references the book "Ideas That Influence," which provides strategies for effective marketing and memorable advertising. Successful Advertising Examples: Learn from successful campaigns like Blendtec's "Will It Blend?" and discover how accountants can transition from service providers to trusted advisors, improving clients' financial literacy. Essential Marketing Pillars: The discussion outlines nine crucial pillars for effective marketing, with a strong emphasis on the necessity of uniqueness to stand out in 2024. As we wrap up this episode of "Building the Premier Accounting Firm," it's clear that standing out in the competitive market of 2024 requires a blend of innovation, individuality, and strategic networking. Daniel Denn's expertise offers a roadmap for accounting professionals to not only navigate but excel in the ever-evolving landscape. By leveraging the X Factor Knecht Methodology and embracing your unique attributes, you can carve out a niche that speaks directly to your ideal clients, fostering stronger relationships and loyalty. The importance of understanding your audience cannot be overstated, as Daniel and Roger highlight in this episode. Thriving in this competitive landscape isn't just about keeping pace—it's about setting the pace. With the resources and strategies discussed, you're well-equipped to turn your accounting firm into a premier entity that stands out and succeeds in today's dynamic market. Thank you for joining us, and we look forward to continuing this journey with you in future episodes. Call 435-344-2060 for more information. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Go to www.BigIdeasBox.com to grab your free book PLUS free box experience, just pay shipping and handling Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Oct 19, 2024 • 59min

Rewind : Moving Beyond The Work To Become Relevant To Our Clients w/ David Cristello

Join us as we revisit this conversation from 2020! Of course, there is a joy and sense of accomplishment when in accounting everything balances and we are able to close out a month or perhaps even a year of books. But there is something more that we need to do with our clients and the tasks within the accounting process may be holding us back as a profession. Roger and David discuss both the why's and how's to become more efficient, therefore more profitable, so we can spend more time providing additional value to our clients to help them run their business. Listen in to this great conversation and be prepared to take some notes. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: David Cristello David is CEO and Founder of Jetpack Workflow. He has a motto: Driven to solve painful problems with smart, passionate, and empathetic people Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Jetpack Workflow - Simple Client & Workflow Management. Join 16,382+ Accountants who started using Jetpack to help Never Misplace Client Work: Never again recreate or lose sight of client work Gain Full Visibility: Track the progress of your team, run reports within seconds, and never lose sight of deadlines Grow Without Worry: We've tracked over 5,000,000 tasks in 16+ countries (ranging from small accounting firms to the Top 10) Offers: Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountants library to provide the value clients look for today: "in the BLACK, nine principles to make your business profitable" – e-book "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
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Oct 16, 2024 • 54min

The CEO's Journey: Navigating Leadership and Growth in Accounting Firms w/ Scott Ritzheimer

In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht and guest Scott Ritzheimer explore the journey to achieving predictable success and sustaining growth in accounting firms. The conversation delves into the pivotal role of leadership, employee satisfaction, and stakeholder contentment in driving organizational performance. Key Highlights: Scott's Journey: Scott shares his transition from ministry training to the accounting world, recounting how he revitalized a failing business by shifting from task execution to effective management, leading to significant growth. Leadership Dynamics: Scott emphasizes the importance of maturity and interpersonal skills over age, particularly as a young manager leading older employees. The episode underscores the need for clear delegation and outlines how founders can evolve through business stages without external validation. Transition Challenges: Founders often struggle with the shift from doing to leading, driven by dissatisfaction with current systems. Scott discusses the high failure rates and harsh realities faced by startups, stressing the need for simplifying core activities and moving beyond a job mentality. Growth and Complexity: As businesses grow, founders face overwhelming responsibilities and financial pressures, including hiring challenges. Scott likens business management to parenting, highlighting the rewards of patience and relationship-building with employees. Evolving Leadership Roles: The episode explores the transition from hands-on leadership to a CEO role, comparing it to a quarterback becoming a coach. Emphasis is placed on supporting and trusting teams, with each leadership stage building on the previous one. Overcoming Later Stage Struggles: Founders often resort to past methods, leading to frustration. Scott advocates for awareness of necessary changes, highlighting successful CEO traits like service and humility, and promoting delegation and collaboration. Join Roger and Scott as they unpack the nuances of leadership and growth, offering practical insights for accounting, bookkeeping, and tax business owners striving to build premier firms. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn the 7 stages of building a business and how you can get to the next level. DOWNLOAD YOUR FREE COPY OF: The Founder's Evolution https://www.scalearchitects.com/founders Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Oct 14, 2024 • 47sec

This Week on BPAF : Scott Ritzheimer

Join us this Wednesday for a new episode where Roger discusses the 7 stages and challenges founders face with Scott Ritzheimer.
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Oct 12, 2024 • 40min

Rewind : Building Systems and Processes Within Your Accounting Business w/ Michael Palmer

Join us as we revisit this conversation from 2020! Getting out of the fog associated with running and accounting business is easier said than done. There is value having a business coach help you work ON your accounting business. Bookkeeping is an essential part of a successful business so let's get excited within the profession to make a difference in business. Having clients is the first step to having a successful business, doing the work efficiently and effectively is the key to then being profitable. Hear what elements Michael and Roger share to help you run your business right. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Michael Palmer, CEO of Pure Bookkeeping Michael Palmer is also the host of The Successful Bookkeeper podcast and an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Run your business effectively and profitably, get your free copy of: "in the BLACK, nine principles to make your business profitable" – e-book The Seven Secrets Value Pack for Bookkeepers Listen in as Roger and Michael continue this discuss together on The Successful Bookkeeper Podcast How to Increase the Value of Your Bookkeeping Business – Episode 88 How To Make Your Bookkeeping Business More Profitable) – Episode 100 Learn more about Pure Bookkeeping 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
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Oct 9, 2024 • 44min

From Bookkeeper to Business Builder w/ Rebecca Howell

In this episode, Universal Accounting President and host Roger Knecht sits down with Rebecca Howell to explore her transformative journey in the accounting industry. From a passion for math to a thriving 20-year career in bookkeeping, Rebecca's story is one of growth, adaptation, and strategic transition that we in the industry can relate to and learn from. Key Highlights: Early Beginnings and Business Growth: Rebecca's love for numbers propelled her into bookkeeping, supporting small businesses and entrepreneurs. Launching her own firm in 2003, she expanded her client base significantly, aided by Intuit's proadvisor program. Adapting to Industry Changes: As Intuit shifted to offering its own services, Rebecca refocused on building long-term client relationships and empowering her team, resulting in impressive growth from 40 clients in 2019 to over 200 by 2022. Leadership and Personal Challenges: Facing challenges in leadership and team dynamics, Rebecca hired a business coach to enhance communication. They discuss how the stress of being the sole tax preparer took a toll on her health, leading to the sale of her business for personal well-being. Identity and Purpose Reflection: Letting go of tax clients led to an identity crisis and a reevaluation of her purpose beyond business ownership. Rebecca underscores the importance of a sustainable business model and early exit strategy planning. Transition to New Roles: Finding fulfillment in transitioning from a fractional CFO to exit planning, Rebecca advocates for prioritizing profit, inspired by the book "Profit First." Entrepreneurial Advice: Rebecca emphasizes the necessity of early exit strategy planning, comparing business maintenance to caring for a home or vehicle. Her journey highlights the balance between work and personal life, with a strong support network playing a crucial role. Reassessing Priorities: The discussion encourages listeners to reassess their priorities, learn to say no, and leverage resources like podcasts and conferences for continued professional development. Rebecca's journey is a testament to the power of passion, a supportive network, and a strong work ethic in navigating the challenges and opportunities within the accounting field. If you'd like to follow Rebecca's footsteps toward building your own accounting firm, reach out to Universal Accounting Center at 435-344-4060 to learn how. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Offering a free business valuation https://exitsuccess.bizequity.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
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Oct 7, 2024 • 35sec

This Week on BPAF : Rebecca Howell

Join us this Wednesday for a new episode where Roger discusses Growing and selling a business with Rebecca Howell

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