Building the Premier Accounting Firm

Join us as we revist this conversation from October 2022 This week Roger has a fun and compelling conversation with accountant and author Anish Baheti. Anish shares his journey of becoming an author and why he is now an educator who seeks to simplify complex concepts to his students. Anish shares how he managed to simplify Accounting concepts using a card deck and how accountants could use the same card trick with their clients and as a result stand out and help their clients feel comfortable with accounting. Roger and Anish also share their journey’s to finding their purpose and why it is important for all of us to find our purpose in life. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Anish Baheti Inspirational Keynote Speaker, Anish Baheti is an award-winning author and a purpose coach to professionals of all walks of life. He’s often heard saying that God has been kind in showering him with two skills – Simplifying the Complex and Inspiring the Uninspired.As the Founder and CEO of Train My Brain® (IND) & Concepts Coach® (AUS), Anish has delivered thousands of entertaining, energizing, and engaging sessions. Helping educational institutions, corporate offices, entrepreneurs, teachers, students, and athletes alike, Anish has formed a lasting presence in the world of life improvement.Anish is passionate about simplifying the complex by creating an experiential learning deck of 52 cards, making meaningful interactions with the audience, and helping them connect the dots, all of which make him a much sought-after speaker. Listeners love his bite-sized practical strategies that they can apply both personally and professionally.Anish shows each participant how to delve deep into oneself and reconnect with what matters most, so they can lead a life by design and not by default. His signature program, The Life Deck® (52 cards from 'needs' to 'purpose') captures the journey from self-inquiry to self-realization beautifully and can be implemented by anyone in a self-paced way. The Numbers Deck® is another fun program to teach Accounting to Non-Accountants in less than 90 minutes just by making them play with a deck of 52-Cards.After spending his early life in India, Anish lived in Australia, becoming familiar with reliable, lasting brands as their success became his own. Not all victories were immediate, however. His life has dealt him many challenges, but now that he can reflect, his growth and success are more rewarding than he had ever imagined. His life’s journey has now brought him to a place where he can help others overcome their struggles and have the life they dream of. He has a limitless appetite for helping others maximize their potential and his work continues to touch audiences from every walk of life.Anish earned his Chartered Accountant degree from ICAI and his MBA from the University of Technology, Sydney. He’s also a Certified Life Coach from Australia and a Certified Brain Mapping Practitioner from the UK. Anish’s honors include winning the Outstanding Leadership Award in Las Vegas USA in 2022, being voted as one of the winners of the Education and Training Award in Australia and has been named to BW Education 40Under40 list in 2020. Train My Brain® has also won the Best Companies Award in Dubai UAE in 2022. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: For listening to this episode Anish is sharing with us his online training for which is the Accounting for Non-Accountants (on-demand video course) using a deck of 52-Cards.  It’s The Numbers Deck which can be found HERE.  Go now and save 25%. In addition, you’ll also want to experience Color Accounting. This course is helps individuals learn the accounting model in a fun interactive way.  It is used by both accounting professionals and business management to understand and communicate more effectively when it comes to discussing the language of business.   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 suggestion you may have.  We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this engaging episode of 'Building the Premier Accounting Firm,' host Roger Knecht sits down with Leslie Liondas, the owner of Leslie Liondas CPA PLLC. Leslie's remarkable journey from a single mother looking to reenter the workforce to the owner of a thriving accounting firm is nothing short of inspiring. She's not only built a successful business but also prioritized her lifestyle by creating opportunities for extensive travel, fostering stronger client relationships, and nurturing her family. Leslie emphasizes the importance of controlling imposter syndrome, a feeling that plagues many accountants, particularly when overwhelmed with the demands of their business. She suggests that to serve clients effectively, it's crucial for accountants to first align their business with their own goals. Through her experiences and insights, she encourages fellow professionals to find a mentor or coach who can provide guidance and shortcuts in their journey, helping them avoid reinventing the wheel. The conversation delves into Leslie's deep sense of commitment to her children and the incredible lessons she's passed on to them. She instilled the idea of pursuing one's dreams without giving up, and her daughters have successfully pursued their own goals, showcasing the power of setting an example as a parent and business owner. Leslie and Roger also discuss the joys of travel. Leslie shares her incredible road trips with her children, taking them to various destinations, including road trips from Texas to New York and San Diego. Her love for travel is apparent, and she's now planning a two-week unplugged trip to Hawaii with her business partner, showing how she maintains a balance between work and personal life. In conclusion, Leslie's story highlights the possibilities within the accounting profession. She urges accountants, whether starting or well into their careers, to seek alignment and embrace change when necessary. To overcome feelings of overwhelm and control, it's important to document, duplicate, and delegate. This inspiring conversation reminds listeners that they can shape their businesses to match their desired lifestyle, and they don't have to go through the journey alone. For more insightful episodes like this, be sure to subscribe to 'Building the Premier Accounting Firm' and discover how you can excel in your accounting career while maintaining the lifestyle you desire. Remember, if it's about accounting, it's universal!   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Leslie Liondas Leslie Liondas is the owner of Leslie Liondas, CPA, PLLC where she helps other accountants, bookkeepers and tax professionals get off the hamster wheel through our Business Evolution Systems, ClickUp Implementation and outsourced bookkeeping services. Her goal is to help her clients work towards their ideal business. She loves helping other accountants and bookkeepers enjoy their business again and NOT work all the damn time!   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Leslie has invited us to Join her Facebook Group: https://www.facebook.com/groups/scalingtoceo 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 Take the time to also work ON your business, applying the principles found in the Turnkey Business plan for accounting professionals.  This is your opportunity to access the course for FREE and see what it is you can do to have the premier accounting firm in your area.  Click here to get started!   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 building a firm you actually love with Leslie Liondas.  

Join us as we revist this conversation from October 2022   This week, your host Roger interviews a perky and energetic guest, Shaily Hakimian who talks us through how to activate the power of social media and use that power to boost our end goal, profitability. Shaily shares why it is important for us to have social media profiles, how we can manage our social media accounts on our own, and when it is necessary to hire someone to take up that role instead. She also talks about why it is important for us to be personable online and shares some tips for us to be able to come up with great social media posts.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Shaily Hakimian Shaily started doing social media for her hobby community in high school… ON MYSPACE. She didn't realize what she did was doing social media until after college when she saw a question on a job application asking if she had ever managed an online community, and she realized there was something there.  She graduated from Indiana University with a degree and certification in elementary education K-6, and she now uses those mad teaching skills to lead workshops, work with business owners 1-on-1 training them on social media, and has coached 200+ B2B consultants on how to use LinkedIn to grow their business. She guides business on how to stay top of mind with their community and referral network using social media. I hold them accountable and boost their confidence in themselves, what they have to offer, and their own social media abilities. She loves live streaming, event social media, live Tweeting, and comment engagement. She is a Persian-Moroccan Indiana University Grad who loves cheesy icebreakers, bubble tea, poker, reality competition shows like Big Brother and Survivor, TEDx conferences, magic, flea markets, the Jewish community, and her sequin closet. Teacher of social media as a tool of empowerment  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: https://www.yoursocialmediasherpa.com/fav-profiles Go to https://www.yoursocialmediasherpa.com/fav-profiles to get Shaily's favorite LinkedIn profiles for inspiration. Viewers can also stream full length workshops on LinkedIn, social media networking, and marketing your career absolutely free on YouTube.  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 to have the premier accounting business 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 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 suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another insightful episode of Building the Premier Accounting Firm, hosted by Roger Knecht. In this episode, Roger engages in a thought-provoking conversation with the guest, Mike Every, COO & co-founder at FilmLaab, as they delve into the crucial aspects of leadership, mission statements, and effective financial management. Mike shares his expertise as he emphasizes the significance of establishing clear accounts receivable processes within a business. He underscores the importance of not only getting paid for products and services rendered but also reducing the need to write off unpaid bills that may end up in collections. One of the key takeaways from the conversation is the importance of identifying the right person within a client's organization who handles bill payments. Mike highlights that many times, the person you're initially in contact with might not be the one responsible for this crucial task. This underscores the importance of clear communication and direct interaction with the decision-maker. Mike stresses the value of setting clear payment terms right from the outset. He discusses the significance of specifying deposit amounts and due dates in contracts, allowing clients to budget effectively and avoid unexpected invoices that can strain their finances. Roger and Mike also have a discussion on mission statements and leadership. Mike shares his insights on the need for companies to have a clear and compelling mission statement. He believes that every leader should not only know but also wholeheartedly believe in their organization's mission. Without this clarity of purpose, leadership becomes challenging, and organizational goals may become unclear. This podcast episode also touches on the art of asking the right questions. Mike emphasizes creating a safe and open environment for employees and clients to engage in meaningful dialogue. This approach allows for the collaborative generation of solutions and fosters an atmosphere of trust and innovation. This episode provides valuable insights into leadership, mission statements, and financial management. Mike's expertise and practical advice offer listeners a clear roadmap to success in these critical areas of business. If you're seeking ways to enhance your leadership skills, clarify your organization's mission, and improve financial management, this episode is a must-listen. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mike Every Mike Every has over 19 years of experience in having fun and leading teams to success. Mike has worked for both Fortune 500 companies and small businesses, including McDonald's, Costco Wholesale, The Paul Mitchell Schools, and FilmLaab. Mike likes a challenge and finding a solution to it. He is a big believer that “when people come first, success will follow.” 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  

Join us this Wednesday for a new episode where Roger discusses leadership and culture with Mike Every.  

Join us as we revisit this conversation from 2022 This week, Roger chats with business owner, coach, and host of the Simplifying Entrepreneurship podcast, Pete Mohr. They talk about the everyday frustrations facing entrepreneurs, frameworks, and systems that can help overwhelmed business owners including; the 5 Ps i.e. Promise, Product, Process, People & Profit, and how they can help in running a successful business. Pete also shares why it is important for entrepreneurs to work with coaches and mentors, and also why it is important for them to give back to the community. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Pete Mohr Pete Mohr is the host of his own podcast show ‘Simplifying Entrepreneurships’. He also works with entrepreneurs transforming their frustrations into freedoms by using a variety of frameworks that help them cut through the chaos and overwhelm their business. With 27 years as a business owner, he’s refined many of his tips, tools and techniques in the trenches with his own business. He started coaching other business owners because of his belief that you should own your business and it shouldn't own you. Offers: Listen to the “Simplifying Entrepreneurship Podcast”       https://simplifyingentrepreneurship.com/simplifying-entrepreneurship-podcast/   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 to have the premier accounting business 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 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 suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

In this insightful podcast episode, Roger Knecht engages in a compelling conversation with Larry Harding, the Founder & CEO of HSP Group, a seasoned expert in global expansion and international operations. Throughout the episode, Larry shares his wealth of knowledge, offering valuable guidance to accounting professionals and business owners looking to navigate the complexities of international expansion. Larry kicks off the discussion by highlighting the immense opportunity that global expansion presents for accounting professionals. He underscores the critical role accountants can play in guiding their clients through the intricacies of international business expansion by asking the right questions and providing informed advice. Next, Larry delves into the essential questions accountants should ask clients who are contemplating international expansion. These questions include timing, location, the nature of the business opportunity, planned activities, banking solutions, future expansion prospects, and criteria for success. These inquiries serve as a foundation for a strategic and well-informed approach to global expansion. The conversation shifts to key considerations that businesses must take into account when expanding internationally. Larry emphasizes the necessity of legal representation in establishing business entities and highlights the importance of understanding tax requirements, setting clear timelines and budgets, and determining when to expect a return on investment (ROI). Larry underscores the significant value that accounting professionals bring to the table during the global expansion process. He emphasizes that accountants can provide substantial assistance to clients by asking insightful questions, offering guidance, and helping navigate the challenges inherent in international initiatives. Larry and Roger also explore the challenges of managing expatriate employees working in foreign countries, touching on topics like work visas, income tax, and social tax liabilities. Larry emphasizes the need for accountants to be well-prepared to address these complexities when supporting clients in their international expansion efforts. The episode concludes with Larry highlighting the significance of the global economy and the abundant opportunities it offers for small businesses. He encourages accounting professionals to help their clients make well-informed decisions as they venture into international markets, reinforcing the pivotal role accountants can play in clients' global expansion initiatives. This episode is your passport to a comprehensive and riveting guide on global expansion and international operations. Larry Harding's expertise and the thought-provoking questions he shares are not just tools but keys to unlocking the vast potential of global business. Tune in to position yourself as an essential partner in your clients' extraordinary global expansion journeys.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Larry Harding Experienced CEO, CFO, CPA and Entrepreneur, Founder & CEO of HSP Group, Inc. He focuses on the provision of software and consulting solutions for businesses dealing with the challenges of global expansion and international operations. Areas of expertise include International Business, Finance, Accounting, Consulting, Mergers & Acquisitions, Corporate Development, Venture Capital, Private Equity, and Executive Leadership.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   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 global expansion with Larry Harding. 

Join us as we revisit this discussion from 2022   This week, Roger chats with best-selling author and speaker Daniel Blue about different and out-of-the-box strategies accountants can employ to help their clients diversify their investment portfolios, increase their cash flow, defer the payment of taxes and live life tax-free. They also talk about how you can better prepare your clients for retirement and help them collaborate with fellow business owners so they can learn from others’ mistakes. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Daniel Blue Daniel is a regular contributor to forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over more than ten years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that led to life-changing results. Under Daniel’s leadership, Quest Education has actually reached the 7-figure mark two years in a row with thousands of customers throughout the United States. He has also published a book, ‘B.L.U.E Print To Your Best Retirement’ and it’s an amazon best seller.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: B.L.U.E. Print to Your Best Retirement: How to Access Your Retirement Account Penalty and Tax-Free https://www.amazon.com/Blueprint-Your-Best-Retirement-Tax-Free-ebook/dp/B09BHXZT2L/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=1629004119&sr=8-12   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 to have the premier accounting business 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 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 suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777