Building the Premier Accounting Firm

Welcome to another enriching episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this captivating episode, Roger sits down with the renowned best-selling author, award-winning speaker, and accomplished podcast host, Diana Lidstone. In a world often dominated by seriousness, Diana addresses a burning question: "Can you have fun at your work as an accountant?" Discover her unique perspective on infusing joy into your professional journey and how it can lead to enhanced success. Designing your business around your lifestyle is a dream many entrepreneurs share. Diana shares practical insights into aligning your business with your life goals, emphasizing the importance of striking that harmonious balance. Profitability is a cornerstone of any successful accounting firm. Diana explains how establishing robust processes and systems can be the catalyst for achieving and sustaining profitability. She also delves into delegation and how processes and systems can facilitate effective delegation, empowering you to focus on what truly matters. One of the most notable topics in this episode is Diana's perspective on charging clients for access to you as the entrepreneur. Uncover the brilliance behind this strategy and its potential to reshape your business model. Are you yearning to work less without compromising success? Diana outlines the systems you can set up to achieve this elusive work-life balance. Learn how to prioritize tasks in your business, ensuring that you're investing your time where it matters most. The age-old debate of working on your business versus working in your business is also explored in depth. Diana offers invaluable guidance on achieving the right balance and explains why it's crucial for long-term success. In the competitive world of accounting firms, differentiation is key. Diana highlights why setting your firm apart is important and provides actionable ways to accomplish this feat. She shares the "Authority Visibility Blueprint," a strategic framework comprising five essential steps. Diana delves into the common challenges entrepreneurs face with these steps and why sharing your vision with your team can be a game-changer. Discover why many entrepreneurs fall short of their desired success and how you can avoid the same pitfalls. From answering the million-dollar question to the power of differentiation, this episode is brimming with insights that will transform your accounting practice. Join us for a journey of discovery, inspiration, and transformation on "Building the Premier Accounting Firm." Tune in now and embark on a path to greater joy, profit, and freedom in your accounting practice!   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Diana Lidstone A best-selling author, award-winning speaker & podcast host, Diana has been an entrepreneur for almost 40 years. She is known for her straight-talk, no BS and the simple business and marketing strategies that bring her clients more joy, profit and freedom. Her podcast, Work Less PROFIT More business offers tips and strategies for small firm owners who are tired of working too hard for too little profit and no life! www.dianalidstone.com    Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Check out this Downloadable Gift - Its a checklist to help you with your marketing, 7 ways to differentiate your brand.  Go HERE to get it NOW! Also, be sure to check out her 12 week program to learn and implement in your business.  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 Lastly, it’s time to work ON your business.  Here’s the Turnkey Business Plan for accounting professionals.  This is a free course you don’t want to miss.  Sign up NOW!     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 fun, joy, profit, and freedom with Diana Lidstone.  

Join us as we revist this conversation from September 2022   This week, Roger chats with psycho-sales expert Chandler Walker about abandoning the old-school sales tactics of aggression and selling with compassion in mind. Chandler shares how he came up with his Compassion Conversation sales system, by applying cognitive behavior therapy and other Wellness ideologies to the sales process. Roger and Chandler also talk about the misconceptions of sales i.e. you have to be aggressive to sell as well as other ideas from his Compassion Conversation sales system i.e. timing, tempo & tone during the sales conversation, building rapport, overcoming objections as well as what you should be paying attention to in a conversation to avoid challenging your client’s character. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Chandler Walker  Chandler started his entrepreneurial journey after graduating from the University of Nevada Reno with a degree in Biochemistry and forgoing a medical pathway to pursue a brick-and-mortar wellness facility.  He then pivoted to an online health practice a year before the COVID lockdowns. After scaling both businesses to the 7-figure level and doing 3000-4000 sales consultations, Chandler was frustrated with the way sales were taught. He was tired of the old-school objection handling, aggressive tactics, and salesy attitude taught by most sales trainers. So he looked back at what he was doing, combed through his notes, and created Compassion Conversations. A therapeutic-driven, psychological-based sales system centered around compassion and care. Chandler has taught over 3000 people his system of compassion Conversations and has the goal to change and redefine the landscape of sales altogether. Chandler also invests regularly in the crypto markets and bought Ethereum when it was $15, obtaining a 20,000% increase and turning $250 into 50k Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Chandler offers a 9-step Framework to selling without Manipulation, Aggression Tactic or Feeling Salesy : https://9step.cultureofcare.life/ 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 episode, Roger Knecht interviews Kellie Parks, a trailblazer in the world of accounting and cloud technology. They discuss Kellie's unique background and her approach to modern accounting practices. Kellie shares insights into her tech stack arsenal and strategies for client onboarding. The conversation also covers the battle of Accountants versus AI and the benefits of embracing AI as an ally. They explore the use of AI technology in marketing and communication, as well as Intuit's focus on AI and machine learning in accounting software.

Join us this Wednesday for a new episode where Roger discusses AI, onboarding and tech adoption  with Kellie Park.  

Roger Knecht interviews finance expert & CFO Andy Cristin with over 30 years of experience. They discuss the importance of CFOs in business, key performance indicators, budgets, and forecasts for managing cash flow. Andy also talks about his Amazon best-selling book, The Profit Mindset, and shares insights on transitioning to a CFO role, pricing strategies, work-life balance during the pandemic, and finding support in entrepreneurship.

In this captivating live video episode of "Building the Premier Accounting Firm," your host Roger Knecht engages in a thought-provoking conversation with the esteemed Mark Kohler, a distinguished lawyer and tax advisory expert. As the Founding and Senior Partner at KKOS Lawyers, a prominent law firm specializing in tax, legal, wealth, estate, and asset protection planning, Mark brings a wealth of knowledge and insights to the forefront. In this episode, Roger and Mark delve into Mark's unique dual journey as a lawyer and accountant, unveiling the pivotal moments that shaped his illustrious career. Exploring the landscape of tax law, Mark Kohler dispels common myths and misconceptions surrounding tax lawyers. With his experience as a trailblazer, he provides invaluable advice on navigating the challenges of establishing a successful firm. Drawing from his early experiences, Mark imparts invaluable lessons learned while setting up and growing his own business, offering guidance to aspiring entrepreneurs. He also provides insights into the process of hiring the first set of employees and how he cultivates a harmonious team environment. Mark talks about the contrast between niching and a broader approach, as he shares his candid views on why he chose not to confine himself to a single niche. Diving deeper into the world of tax planning and preparation, Mark eloquently distinguishes between the two and underscores the importance of offering advisory services. He also addresses the reluctance among accountants and tax preparers to present new strategies to clients, offering practical strategies to overcome this hurdle. A highlight of the episode is Mark's breakdown of the "trifecta strategy" – an innovative approach that revolutionizes tax strategies. Mark articulates its significance and how it empowers professionals to navigate intricate tax landscapes effectively. Mark breaks down the art of designing consultations tailored to individual client needs, and why fostering trust and enduring relationships with your clients is important. Mark also delves into the factors that hinder accountants and offers strategic insights to rejuvenate practices and boost profitability. Tune in to this illuminating episode of "Building the Premier Accounting Firm" as Roger Knecht and Mark Kohler unravel the complexities of tax law, business strategy, and the path to building thriving client relationships. Whether you're an aspiring accountant, seasoned professional, or simply intrigued by the world of finance, this episode promises to leave you informed and inspired.   Sponsors: Mark’s tax advisory training Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: I don't have anything to sell other accountants.  I would love folks to subscribe to my newsletter on Substack.  This is a great resource for bookkeeping professionals that you want to subscribe to today.   You also need to get the Turnkey Business Plan for accounting professionals.  From marketing, pricing, to offering quality services this is a must have outline for you to follow as you work on your business to have the premier bookkeeping, accounting and tax business in your area.  Get it for FREE Now!   And don’t forget to receive your  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 strategies for transforming your practice with Mark Kohler.  

Join us as we revist this conversation from August 2022 This week, Roger has a chat with certified tax planner and tax issues expert Dominique Molina.  They talk about how you can realize your full potential as a tax planner, getting beyond tax preparation and tax planning for your clients and how you can save your clients money through advisory services. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dominique Molina Co-Founder and President of the American Institute of Certified Tax Planners Editor-In-Chief, Thinking Outside The Tax Box Dominique is an accomplished keynote speaker, teacher, best-selling author, and mentor to tax professionals across the United States. She frequently appears in print, television, and radio programs, including CNN Money, and was named one of the 40 Most Influential Accountants by CPA Practice Advisor Magazine. Dominique is the co-founder and President of the American Institute of Certified Tax Planners. She trains and certifies CPAs according to her own high standards for advisory excellence and tax reduction goals. In 2009, Dominique began to create an elite network of tax professionals including CPAs, EAs, attorneys and financial service providers who are trained to help their clients proactively plan and implement tax strategies that can rescue thousands of dollars in wasted tax. AICTP’s growing network of tax professionals successfully reaches over 300,000 entrepreneurial businesses throughout the country with Dominique having licensed over 800 tax planners, both nationally and internationally. Prior to founding the American Institute of Certified Tax Planners, Dominique successfully established her own practice, a San Diego-based, full-service tax, accounting and business consulting firm, serving hundreds of business owners and investors across the country. Preceding this, Dominique assisted a variety of clients for the largest independently owned CPA firm in San Diego. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Check out the American Institute of Certified Tax Planners   Turnkey Business Plan, Strategic Selling & Selling With Confidence   Webinar: Universal CRM     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 captivating episode of "Building the Premier Accounting Firm." Host Roger Knecht engages in a thought-provoking conversation with none other than Ryan Lazanis, the brilliant mind behind Xen Accounting and the driving force steering Future Firm. As an advocate for revolutionizing accounting practices, Ryan's insights are a goldmine for accountants and entrepreneurs aiming to scale their firms systematically while enhancing their quality of life. They start by unraveling the core of Ryan's coaching passion, exploring the roots of his drive to help entrepreneurs not only succeed but thrive. The converstion transitions to a transformative shift in entrepreneurial priorities as they discuss why mental health is taking precedence over relentless pursuit of financial milestones. They delve into the mental health challenges entrepreneurs often face. Ryan, drawing from his vast experience in coaching entreprenuers, sheds light on the common issues and shares strategies to effectively cope and conquer. Ryan's guides us through how to manage mental health as an entrepreneur; from systematizing services to reduce stress and manage client expectations, to mastering the art of saying 'no,' setting boundaries, and embracing delegation. Work-life balance takes center stage as Roger and Ryan discuss transitioning from a workaholic mindset to embracing self-care without guilt. Ryan's insights echo the significance of seeking help during rough patches and fostering a support system. Ryan and Roger explore the benefits of prioritizing lifestyle quality in your business approach and talk about the categories that require attention when evolving a business into a lifestyle-centric model. The conversation turns toward technology's role in shaping the future of business, underlining the importance of adaptability in staying relevant. Roger elaborates on instilling accountability in AI for accounting accuracy, and the discussion culminates with insightful guidance on embracing technological advancements to elevate your firm. Tune in to this episode of "Building the Premier Accounting Firm" to witness the dynamic exchange between Roger Knecht and Ryan Lazanis. Their conversation isn't just about accounting—it's about embracing change, fostering well-being, and achieving holistic success in the ever-evolving world of business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest : Ryan Lazanis, CPA Ryan Lazanis, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates over 8,500 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching membership. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Ryan sends a weekly newsletter to over 8,500 firm leaders who want exclusive tips & tricks to design & implement an online, scalable firm of their own. Newsletter sign up - https://futurefirm.co/newsletter/   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.   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