Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! Perhaps you've heard the business mantra: "under promise and over deliver". Maybe you've heard again and again how the accounting profession needs to evolve to offer more advisor or coaching services which would compliment the compliance work we perform. But "what" and "how" may be the questions that remain. Listen as Laura and Roger consider the next steps accounting professionals can take to engage with the clients more, to increase the revenue per client while providing great value. This is a discussion about the Lifetime Value of a client as well as improved client relations. There is a turnkey process to Implementing Profit First in your accounting business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Laura Elkaslassy Laura Elkaslassy is a certified Profit First Professional. Laura's passion is enabling business owners to build sustainable businesses through learning how to generate profit, structuring systems for financial success, and earning the income they deserve. She first started using the term 'Profit Pioneer' in early 2016 as a way to eloquently define the broad spectrum of services that she provided to her clients. She was previously assessed for her personal leadership archetype and the result: Pioneer Seeker. Which in summary has attributes of trying things first, looking outside of the norm, fiercely adventurous, and sees gifts and strengths in others. All of this is true of her nature when it comes to business and accounting. Exploring and implementing Profit First not only in her own businesses, but for her clients, she has seen tremendous growth, improved management, and inspirational innovation. It is because of this that Laura wanted to see the Profit First movement expand into Australia. As a result, today Laura is the CEO of Profit First Professionals Australia leading the membership of PFPs to bring greater success to their clients and to nurture the PFP community down under. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take a moment and receive your Profit First Instant Assessment: Get a FREE copy of each of two books all accounting professionals should use to offer trusted strategic coaching services and get paid what they are worth. These 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 "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Become a Profit & Growth Expert, prior to helping clients apply the principles from Profit First it's important to put them in a positive cash flow, thus we need to help our clients and their Profit & Growth Expert. This all begins with the Universal Business model. Learn more what you can do to become a Profit & Growth Expert. 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

In this episode of Building the Premier Accounting Firm, Roger Knecht interviews David Podell about defined benefit plans and tax strategies for business owners. They explore how accounting professionals can better advise clients on tax planning beyo†nd basic preparation, focusing on strategies to maximize tax benefits through retirement plans. In This Episode: 00:00 Welcome to Building the Premier Accounting Firm 00:54 Introducing David Pudel 02:05 The Journey into Tax Strategies 04:02 Tax Preparation vs. Tax Planning 05:42 Strategies for Business Owners 07:05 Maximizing Deductions with Defined Benefit Plans 09:06 The Accountant's Role in Tax Planning 11:10 Balancing Profitability and Tax Mitigation 12:37 Effective Personal Tax Strategies for Business Owners 15:40 Compensation Strategies Beyond W2 17:23 Understanding Defined Benefit Plans 20:20 Flexibility in Funding Defined Benefit Plans 23:01 Employee Benefits and Vesting 26:05 Identifying Candidates for Defined Benefit Plans 30:14 Understanding Tax Mitigation Strategies 32:36 401(k) vs. Defined Benefit Plans 34:18 Key Differences with Key Man Insurance 36:41 Income Qualifications for Pension Plans 39:12 Identifying Suitable Clients for Tax Strategies 41:25 The Role of Accountants in Tax Planning Key Takeaways: 🔎 Identify clients who can allocate $100,000 or more annually for tax-advantaged retirement plans. 🤝 Collaborate with financial experts like David Pudel to offer advanced tax planning strategies, such as defined benefit plans. 💰 Understand how defined benefit plans can increase a business's valuation by adding back significant owner contributions. 📅 Implement tax planning strategies proactively throughout the year, not just during tax season, to optimize client benefits. 💡 Recognize that defined benefit plans work best with companies having fewer than 50 employees. Featured Quotes: David Podell: "This solution is one of the oldest and best ways to add value to a client…clients are consistently coming to you and saying, help me, help me." Roger Knecht: "Accounting success is universal." David Podell: "We want the accountant to benefit financially and yes, they can…they are fully involved in these plans." Behind the Story: David Podell shares his journey into tax strategy, sparked by a client's need for a defined benefit plan and the realization that this approach can provide substantial tax deductions. He emphasizes the importance of accountants evolving from preparers to proactive advisors who help clients minimize tax liabilities and maximize wealth. The discussion highlights the collaborative opportunities for accounting professionals to partner with experts, offering advanced strategies like defined benefit plans that significantly benefit business owners. Top 3 Highlights: Defined Benefit Plans: Offer higher contribution limits than 401(k)s, significantly reducing taxable income. Accountant's Role: Facilitate collaboration between clients and financial experts for optimal tax planning and benefits. Ideal Clients: Small business owners with over $250,000 in profits and the ability to invest $100,000+ annually. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Book a call with Business Benefits Consultants and learn how you can save your clients money and reduce their tax liability www.businessbenefitsconsultants.com Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market 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

Join us as we revisit this conversation from 2021! It's not just what our clients say that matters, it's so much more than kind words. In addition to the ego boost from our clients' testimonials are the social proof that is needed to grow the business. Consider the connection that is peer to peer when potential clients hear what other business owners are saying. 'TC' and Roger have a great conversation about the power of testimonials and how to get them. 'TC' demonstrates the ease to get the feedback and promotional materials we all need to hear and use to grow our business. Ready, Set, Go – this is an episode you don't want to miss 😊 Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: 'TC' Teresa Clark 'TC' is the Co-Founder and CEO of OnFire Ignites. 'TC' can stand for 'Totally Crazy.' Her business ideas are as unique and unconventional as she is. She has interviewed over 1000 business owners to get testimonials for companies. Using what she learned, she designed the Secret of Using Your Clients' Words methodology. 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 books all accounting professionals should use to offer trusted strategic coaching services and get paid what they are worth. These 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 "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Speak with TC and learn more about leveraging testimonials to grow your business with "My Clients Say System" – Schedule a chat to learn more For Additional FREE Resources for accounting professionals check out this collection HERE! 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

In this episode of "Building the Premier Accounting Firm," host Roger Knecht interviews Leeroy Beeby, co-founder of Level, about his journey from accounting professional to tech entrepreneur. They explore the importance of niching down, leveraging technology, and prioritizing client relationships in building a Key Takeaways: Niche Down: Specialize in a specific industry to offer tailored services and gain a competitive edge. 🎯 Embrace Technology: Adopt software and AI tools to streamline processes, improve efficiency, and standardize operations. ⚙️ Prioritize Quality Assurance: Implement robust quality assurance measures to minimize errors and maintain service excellence. ✅ Build Strong Partnerships: Cultivate symbiotic relationships with complementary businesses to expand reach and referral networks.🤝 Focus on Client Retention: Price services effectively, monitor client growth, and proactively address changing needs to maximize client retention. 📈 Featured Quotes: Leeroy Beeby "If I picture my life when I'm 60 and I look back at it…would I have regretted that decision?" Leeroy Beeby "Hiring slow is very important. Testing for the skills that you're hiring for is incredibly important too." Behind the Story: Leroy Beebe's entrepreneurial journey began with witnessing his parents' financial struggles as small business owners. This inspired him to pursue accounting, leading him to KPMG, Bermuda, and eventually Canada. His experience scaling a construction-specific accounting firm revealed a critical need for better quality assurance, which ultimately led to the creation of Level, an error detection software designed to streamline bookkeeping processes and empower accounting professionals. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: LEVEL: For a limited time, Start a free trial @ https://www.checkthelevel.com/ Error Detection Software, Bookkeeping Copilot is dedicated to simplifying your bookkeeping process by providing automated assistance and insightful guidance on a daily basis. Our goal is to empower your bookkeeping, enhancing accuracy, and ensuring compliance, all while reducing the time spent on repetitive tasks. 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. 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 is joined by Leeroy Beeby to discuss his journey from accountant to business owner.

Join us as we revisit this conversation from 2021! Everyone begins and later ends their journey as an accounting professional in a unique way. Even though many try to be intentional there can be surprises. Imagine going from accountant to professor and then author. In fact, consider what you'd say when asked to write Accounting For Dummies. What would you say? what would you do? Listen as Ken and Roger discuss this exciting career path along with insights related to pricing, offering quality services, engaging more with our clients. At the end of the day, it is all about helping the client make more informed business decisions. Have you considered niching your services, then this is an episode for you. Don't worry about being everything to everyone. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ken Boyd Ken Boyd is a four-time Dummies author, blogger, and provides video content (accountingaccidentally.com). Ken is the author of Cost Accounting for Dummies, Accounting All-In-One for Dummies, The CPA Exam for Dummies, and 1,001 Accounting Questions for Dummies. As a former CPA, Auditor, Tax Preparer and College Professor, Boyd brings a wealth of business experience to educating an audience. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Ken has invited our audience to join Conference Room, a free community where he provides content on accounting and personal finance: https://conference-room.mn.co/ If you click on "Explore" and then find "Events" in the left column, you can sign up for the next Ask Me Anything, where Ken answers member questions in a one-hour live chat. Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. This book is a must have addition to every accountant's library to provide the value clients look for 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 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

In this episode of "Building the Premier Accounting Firm," Jen Hamilton sits down with Roger Knecht to discuss how accounting professionals can boost efficiency and productivity through effective operational strategies. Jen shares insights on motivating employees, identifying bottlenecks, and developing emerging leaders to drive profitability in accounting firms. 💼 Key Takeaways: 💡 Motivate employees by understanding their individual goals and aligning them with company objectives. 🔎 Identify operational bottlenecks by analyzing decision-making frameworks and process handoffs. 🌱 Develop emerging leaders through intentional soft skills training and mentorship programs. 📊 Implement key performance indicators (KPIs) to measure and manage team productivity. 🔄 Integrate sales and production processes to improve client retention and overall satisfaction. Behind the Story: Jen Hamilton's transition from a CPA to an operations consultant was driven by her passion for people and processes. She noticed a gap in leadership and management training within accounting firms, leading her to develop strategies that combine financial acumen with effective team leadership. Her insights are particularly valuable for accounting professionals looking to scale their firms while maintaining a personal touch. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Sign up to attend Jen's free monthly CEO & COO roundtables to learn from other professional services firm owners and leaders and share practical ways they have used to overcome common challenges in running a firm. Sign up here: https://www.linkedin.com/company/hamilton-coos/events/ 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

Join us this Wednesday for a new episode where Roger discusses operations with Jen Hamilton.

Join us as we revisit this conversation from 2021! There is still, and will always be, an increasing need from business for the accounting professional to step up and help in an advisory or coaching perspective to help owners effectively use the financial information to make more informed decisions. Accounting is more than compliance work. After more than 30 years in the accounting profession Mark and Roger discuss the changes seen and that are coming to the industry. Listen in and see how this compares to your experience. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Universal Accounting Center Get more with your clients as an accounting professional as an advisor or coach, become a Profit & Growth Expert. Learn more about Universal Accounting International, what is being done to help individuals in Africa to train and certify as Professional Bookkeepers. See how it is helping the local economies and impowering individuals to have successful careers in accounting. 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 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 "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals Learn more about what Mark is doing to help the accounting professionals with his business, Ignite Practice Management. 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

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews David Neagle, a mindset expert, on how accounting professionals can adopt a successful mindset to grow their businesses. Nagel shares his personal journey, emphasizing the importance of sales, delegation, and focusing on strengths to achieve financial freedom and build a thriving company. Key Takeaways: 🔄 Shift from a worker-class mindset to an entrepreneurial mindset by claiming your authority and promoting yourself. 🎯 Prioritize high-impact activities like sales and delegate tasks that don't align with your strengths. 💖 Focus on what you love and excel at, creating a positive company culture and attracting top talent. 📈 Leverage your skills and charge based on the value you bring to clients, breaking free from limiting beliefs about income. 📊 Use key performance indicators (KPIs) to track financial progress, forecast future needs, and ensure timely bill payments. Behind the Story: David Neagle's transformative experience after a water skiing accident led him to explore the power of mindset. Overcoming bankruptcy and a dead-end job, he discovered three key principles—love what you do, deliver quality, and treat people with respect—that catapulted him to success. This journey highlights the importance of self-belief and taking control of your financial destiny, particularly for entrepreneurs in the accounting sector. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Yes, I would like to offer a free pdf download called You Were Born To Be A Success. Many don't realize they already have the tools they need to make their dreams a reality. This pdf will help your listeners to discover how to start transforming their life. Quantum Leap Blueprint If this conversation resonates with you and you're ready to break free from the belief that more income means more hours, David has something for you. It's called The Quantum Leap Blueprint, and it walks you through five essential mindset shifts that separate highly profitable entrepreneurs from the rest—helping you 12x your income without working 12x harder. If you're ready to scale smarter, not harder, download your free copy now! https://www.lifeisnowinc.com/pg-bpaf 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. 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