Building the Premier Accounting Firm

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

Join us this Wednesday for a new episode where Roger discusses how prioritizing mental health can drive business success with Ryan Lazanis.

Join us as we revist this conversation from 2022 where Roger interviews sales guru Merit Kahn; CEO of SELLect Sales Development, Emotional Intelligence coach, key-note speaker, and part-time stand-up comedian. You'll learn all about Sales and Marketing your business the right way. Current trends in this topic i.e. Sales Funnels & Lead Magnets. And all the elements you'll require in order to sell your products or services properly. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Merit Kahn Merit Kahn is the CEO of SELLect Sales Development, an Emotional Intelligence Expert and Certified Speaking Professional. For 20+ years she has worked with salespeople, entrepreneurs, professionals and business leaders who are frustrated because… Their ideal prospects were not receptive to their offers They struggled to reach their aggressive sales goals The pace of change meant always being in catch up mode There was never time for creating innovative ideas Profit margins were slowly shrinking Employees were overworked, over tired and overwhelmed Merit is also the author of- Myth Shift: Challenging The Truths That Sabotage Success, Co-host of 'The Smarter Sales Podcast' and for fun does stand-up comedy as a hobby. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get your Sales SWOT on Steroids resources TODAY You'll also want to get your free copy of Profit First And lastly we have a FREE copy of this book that 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 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 episode of "Building the Premier Accounting Firm" hosted by Roger Knecht. In today's conversation, Roger sits down with Mike Jesowshek, a tax expert with a strong focus on tax preparation and planning for business owners. Mike's mission is to simplify complex IRS rules and help hard-working business owners minimize their tax burdens, allowing them to enjoy the rewards they've earned. Join us as Mike shares his journey into the world of accounting and how he found his niche in tax planning and preparation. Gain insights into the clear distinction between tax planning and tax preparation, as Mike breaks down these two crucial aspects of financial management. Explore the realm of tax strategies as Mike discusses his top go-to methods for optimizing tax outcomes. Uncover the unique strategy some business owners employ to maximize deductions by involving their children in their operations. Delve into the core strategies for effective tax planning and discover additional avenues that businesses often overlook when aiming to maximize deductions. High-income individuals, especially accredited investors, can benefit from Mike's strategies tailored to their unique situations. Mike also reflects on the concepts of being rich versus being wealthy, offering a thought-provoking perspective on financial success. Learn when it's appropriate to seek external counsel and what factors to consider when selecting the right advisors for your business. Mike also shares why he transitioned from the world of accounting and tax to embark on a podcasting journey? Gain insights into his motivations and values that drive his business approach, steeped in authenticity and integrity. As the episode draws to a close, Mike imparts valuable advice on exit strategies, an often underestimated aspect of business planning. Tune in to this episode of "Building the Premier Accounting Firm" for a wealth of insights that business owners, entrepreneurs, and anyone interested in financial growth will find invaluable. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mike Jesowshek, CPA Mike's mission is to help hard-working business owners overcome complex IRS rules and over-inflated tax bills so they can enjoy the fruits of their labor. This is how the Small Business Tax Savings Podcast was born. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Your Tax Saving Headquarters! Every week, we show you exactly how to reduce your tax bill and pay the least amount of taxes legally possible. Hosted by Mike Jesowshek, CPA, this quick-hitting Podcast gets you real tax-saving results without all the fluff. Listen in to the Podcast: https://www.taxsavingspodcast.com/ Also, take some to and see what it means to become a Professoinal Tax Preparer, PTP. Have the confidence and competence to offer quality tax planning and preparation services for individuals and businesses. This designation (PTP) is worth your time. Check this out 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 takes a deep dive decoding advanced tax strategies with Mike Jesowshek.