Building the Premier Accounting Firm

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

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.