Building the Premier Accounting Firm

Join us as we revist this conversation from October 2022 Justin Hatch, CEO of Reach Reporting, explains the importance of reporting and how accountants and advisors can use reports to expand their business and clientele. Justin discusses the founding of Reach Reporting and how the software has managed to fill a gap in the market by catering to the needs of accountants. He also outlines the advantages Reach Reporting has for accountants, such as helping them make the transition from traditional to advisory accounting. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Justin Hatch Justin Hatch is the co-founder and CEO of Reach Reporting. Justin is an industry expert in business management, specializing in software development and financial reporting. He freely shares his rich entrepreneurial experiences to help others succeed. Justin's passion lies in providing accountants and business owners the tools they need to uncover and understand valuable insight buried in the rows and columns of financial statements. As a business owner, Justin knows how essential it is to understand a business's finances in order to sell a business, acquire investors, or create a solid business strategy. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Visit Reach Reporting and recieve 30% off of all packages for the first 6 months with code "UNIVERSALACCOUNTING30" Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "in the BLACK, nine principles to make your business profitable" – e-book 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

Blake Oliver, CPA and entrepreneur, discusses his journey into the accounting world and the importance for accountants to adapt to subscription-based business models. They delve into key metrics like lifetime value and cost per acquisition, effective time management strategies, and achieving a balance between professional growth and personal interests. Blake expresses his deep affection for the accounting profession and encourages seizing the abundant opportunities it presents.

Join us this Wednesday for a new episode where Roger discusses the subscription economy with Blake Oliver.

Join us as we revist this conversation from October 2022 This week Roger invites back to the show, 'The Pitch Queen' Michelle Weinstein for a hard-hitting and informative conversation. Michelle goes in-depth as she explains what marketing is, and the differences between marketing and sales including how and when marketing turns into sales. She also explains why we should never negotiate or lower our prices under any circumstances and talks about the different types of objections we might face and how we can overcome them and increase our closing rates. She also talks about her experience working with the Suicide Hotline and she explains how we should help a loved one or anyone who is in a dark place in their lives. Michelle also shares some resources we or our loved ones could reach out to when we are in that dark place. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Michelle Weinstein Michelle is the founder of The Abundant Accountant and helps accountants to grow their firms to 7-figures and beyond by making selling FUN. She has successfully trained accountants, CPAs, EAs, bookkeepers, and other financial professionals how to charge higher fees and double their firm revenue. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Charge top dollar for your services www.chargehigherfees.com Book: Never split the difference Get the sales training built specifically for accounting professionals so that you can Sell with Confidence by applying the principles of Strategic Selling. Take a moment and download this overview of the process with this Cut to the Chase pdf 988 Suicide & Crisis Lifeline The resources and information on this page are designed to help states, territories, tribes, mental health and substance use disorder professionals, and others looking for information on understanding the background, history, funding opportunities, and implementation resources for strengthening suicide prevention and mental health crisis services. Podcast, before you kill yourself For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to another captivating episode of Building the Premier Accounting Firm. In this episode, we delved into the remarkable journey of Mark Kappelman, an entrepreneur whose path has intertwined with the worlds of accounting, real estate, and business. Mark's story begins with a pivotal realization during his formative years – the profound understanding that accounting is the fundamental language of business. This epiphany served as the initial spark, propelling him onto a career path in accounting, one that would eventually evolve in unexpected and rewarding ways. Mark's journey took him through the hallowed halls of auditing, providing him with a solid foundation in the accounting profession. This experience equipped him with the skill set to assess businesses for valuation, a critical aspect in understanding their financial health and true worth. As Mark progressed in his career, he found himself lured by the potential for wealth creation in the world of real estate investments and property management, a path he embraced with vigor. It was through the teachings of Robert Kiyosaki's renowned book, "Rich Dad, Poor Dad," that Mark's perspective on financial freedom shifted. He seized the opportunity to explore the world of real estate and eventually built a thriving real estate business boasting assets valued at a staggering $15 million. This bold leap into entrepreneurship allowed Mark to embrace not only the intricacies of property management but also the entrepreneurial spirit that drives success in this dynamic field. Mark's entrepreneurial journey came full circle as he returned to the realm of accounting, this time as the founder of a thriving bookkeeping business niched within the real estate industry. Mark's journey underscores several key takeaways for aspiring entrepreneurs and accounting professionals. The importance of recognizing opportunities, being open to change, and having the courage to embrace an entrepreneurial journey cannot be understated. Mark's story serves as an inspiring testament to the notion that calculated risks, while intimidating, often yield substantial rewards. Mark Kappelman's parting words of wisdom resonate deeply: "Give it a shot." Whether one chooses to venture into the realm of private business ownership or opt for a more traditional accounting career, there will always be a demand for accounting professionals. For more insightful episodes like this, be sure to subscribe to 'Building the Premier Accounting Firm' so you can gain more insights from the experts and learn how you can grow 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: Mark Kappelman Mark Kappelman is the co-founder of RealEstateAccounting.Co and a seasoned professional who brings a wealth of experience from his background in accounting, operations, and real estate. He's spent seven years working in public accounting for top firms like PwC and Ernst & Young and has honed his financial acumen. But Mark doesn't just talk the talk as he's also walked the walk by building a personal real estate portfolio worth over $15 million and has a hands-on approach to real estate transactions. With degrees from Arizona State University and certifications as a CFA and CPA, he's well equipped to tackle complex real estate financial topics with ease. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Speak with Mark for advice Mark has offered to our listener's some of his time to answer your questions. If you would like, please book a meeting with him here if you'd like to connect by going HERE! https://www.realestateaccounting.co/thank-you/?utm_content=homebtn1 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 niching and real estate with Mark Kappelman.

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