Building the Premier Accounting Firm

Accounting & bookkeeping is made up of processes and systems, prime to be automated.  But what and how is the million-dollar question.  Well, this is a conversation with someone committed to using technology and Artificial Intelligence (AI) to do just that. This is a conversation with the founder of such a company. Listen in as Roger has Moshe share his story and give some insights into the process of leveraging technology to help the accounting profession. Automation and accuracy are our friends!  It removes the pain points in the work we do to prepare the financial reports for our clients. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Moshe Teitelbaum Moshe Teitelbaum is a serial entrepreneur; the voice of Israel called him ‘The Jewish Steve Jobs.’  He is obsessed with redesigning antiquated, broken systems. After selling his previous company that changed the world of telecom, he decided to take on the archaic world of bookkeeping and money management.   Shtar interconnects accounting applications and bank platforms, upending the archaic and cumbersome world of business payments and invoices by eliminating manual processes. Tomorrow, SHTAR’s comprehensive network will use predictive software that will make human-driven accounting as we know it a relic of the past.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Register and attend the event helping accounting professionals have the premier accounting firm in their area.  GrowCon is the yearly conference for the owner of an accounting business, accountrepreneurs, to help them focus on the 3 key areas of their business:   Marketing & Sales – getting more clients Accounting – offering quality services Production – working efficiently and profitably   Be sure to also consider attending PreCon and receive some R&R before the conference.  We look forward to seeing you there.     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 801.265.3777

Alright, you’ve heard about the 30 or 60-second commercial but would you like to hear from the Pitch Queen how to do them right and with passion and energy.  Of course, you do.  Now is the time to “represent” and bring the spice to the things you say that describes you, your services as well as what you bring to benefit the client. It’s time to learn the 6 types of pitches from the one and only Precious Williams. Listen to this fun and energetic conversation between Precious and Roger as they explore the language of business when it comes to effectively pitching (presenting) your services. Get out your pen and paper to write down the recipe for a successful pitch. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Precious Williams Precious L. Williams is a 13-time national elevator pitch champion. She has also been featured on “Shark Tank”, CNN, WSJ, Forbes Magazine, Black Enterprise Magazine, Essence Magazine, the movie “LEAP”. Her current clients include Microsoft, LinkedIn, Google, NBCUniversal, Federal Reserve Bank, Intuit QuickBooks, Harvard University, and more. Precious is a dynamic speaker, effective trainer and 3X 1 bestselling author. Every time you open your mouth, your prospects will be throwing money at you. Learn the simple steps to wow your customer with a perfect pitch with Precious L. Williams the #KillerPitch Master. Convert conversations into currency. Get the tools and tenacity to pitch with power, sell with storytelling and develop a masterful mindset for communication. It’s time for you to learn how to #SlayAllCompetition Precious busts norms and shifts perspectives to help teams own their awesome and bring out their “wow” factor. Your leaders and teams will up their game — on their terms — to develop the cunning, clarity, and confidence that’s been inside them all along. What’s more, they’ll get unstuck and discover a renewed and refreshed energy to own the mindset of the pitch in a way they never thought possible. If you’re ready to go from milquetoast to memorable, attracting and captivating your prospects while closing the sale in an authentic way, it’s time to #pitchforprofit And you can bet, you’re going to have fun doing it! Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: FREE RESOURCE:  Take advantage of this wonderful offer from Precious and receive her Perfect PITCH QUIZ:   http://pitchingforprofit.com/ As well as your My Triple Threat PitchBook Bundle: https://learn.perfectpitchesbyprecious.com/triplethreat 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!   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 801.265.3777

Thank you listeners for helping us reach this milestone!  Many more episodes to come.

Listen as two expert salespeople share their insights; the key elements needed to close the deal and get the clients you deserve.  Debra and Roger offer actionable steps that any accounting professional can take to comfortably use to get the next new client. This is an energetic conversation that you are sure to enjoy and use to improve your sales processes.  Get ready to take some good notes on topics ranging from: Identifying and using your Inside Voice – your inner voice Sales make the work go round, consider it first things first when it comes to your business. Sales are the things that makes money move, why? Because “nothing happens until you make a sale”! How to use ROI, Return to Investment when making an offer? Listen to Debra as she shares a role play example that you don’t want to miss. Does your offer make sense, for example would you buy from yourself and is the offer related to the desired outcome that the potential client stated? Are you ready to play the confidence game and extend the “no-brainer-offer” What are the 3 common objections and what are they really? Buying Signs! What can you do to creating trust or build rapport and why is it important? And so much more 😊 This is a fast-paced discussion that you may find yourself pausing or even rewinding to take good notes and apply in your business. In the end, anyone and everyone can be comfortable offering their services with confidence.  Selling doesn’t need to be scary. So, sit back, listen in, and enjoy this conversation with Debra and Roger. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Debra Angilletta Debra works with Accountants & Bookkeepers who want clients to see their value, charge more for their services, but are struggling with sales calls. "Sales Mastery" is her personal (and proven!) online e-course that shows you how to become more consultative so that you can become the go-to-expert and get the right clients to easily say "YES" to your offer. Spending the last 30 years in the sales trenches having over 20,000 sales calls, she knows EXACTLY what works (and what doesn't!) when it comes to showing your value vs talk about it. Debra is still active in the sales trenches - closing business for her company as well as other multi-million-dollar companies which include Profit First Professionals and Nemo Media Group. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take advantage of Debra’s offer to receive the "6 Secret Questions To Close More Sales + Get Paid Your Worth" This is a tool you want to have at the ready to help you get the clients you deserve. Get a FREE copy of this book all accounting professionals should use to become the Business First Responder that Roger mentioned.  This is a must have addition to every accountant’s library to provide to have the premier accounting business 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 Be sure to also check out the additional training available to help Sell with Confidence as you apply Strategic Selling principles in your business.   Lastly, Debra and Roger also mentioned their work with Profit First Professionals which is based on the book by Mike Michalowicz, Profit First.  Learn more what you can do to offer CFO related advisory services as a Profit & Growth Expert using the Universal Business Builder engagement process.    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 801.265.3777

Have you ever asked yourself the question, “am I enough, good enough” or “am I deserving”? These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don’t need to persist. Let’s discuss the emotions many individuals experience as they start and build their accounting business.  This can range from insecurities that may include social anxiety, depression, imposter syndrome and beyond.  It’s more than understanding and identifying them, let’s also discuss coping and dealing with each.  Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses. Learn what you can do to be in business for yourself but not by yourself.  There is no need to experience this journey alone and feel as if you are re-inventing the process when running a successful accounting business. Don’t miss this important and powerful discussion! Consider this, are you at peace with yourself as you work to help others?  Wow that is a great question to ask. Then enjoy the conversation as Robyn and Roger discuss other relevant topics that you’ll find interesting.  Sit back, get a drink and listen in. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Robyn Mons Robyn Mons is a certified Life and Weight Coach.  As a professional, wife and mother, she understands the challenges that come with balancing these three and the mental blocks that keep you from taking the action you desire.   Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage your brain is the most important thing you can do to create the lasting results you want in your life.  Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible.  Her greatest joy is to watch her clients grow and evolve into who they most want to be in the world. Robyn currently lives in Riverton Utah with her husband, Tyler, 4 kids ranging in ages 9-20 and her codependent pup, Dirk the Doodle. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Learn more about the coaching offered with Universal Accounting Center and Robyn Mons to help you have the confidence to run the premier accounting firm in your area.  Meet the Universal Accounting Team! Take the next step to receive what you want in business. Also, join us for GrowCon to work ON your business and become the premier accounting firm in your area.   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 801.265.3777

Bobby and Roger have a timely discussion about industry trends and why they are relevant to know as accounting professionals.  From marketing and sales to get the clients we need to grow the business to then working with them as their CFO and advisor. It all starts with a genuine curiosity for business in general.  From that we are able to then use industry research to have the edge in business advisory services. You’ve heard it before, information is power, in fact it is the path to asking the right questions. Elevating your accounting services to also include part-time CFO & advisor for your accounting clients is that next level you are looking for to get paid what you are worth. Are you ready to benchmark industries with confidence?  It starts when you are ready to put the puzzle together as it relates to your client’s business. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Bobby Martin Bobby Martin is co-founder and CEO of Vertical IQ, a leading provider of Industry Intelligence that helps sales and marketing professionals better understand a prospect’s or customer’s business challenges before, during, and after sales meetings. His focus is on advising and selling to small- and medium size business owners, business leadership, and digital transformation. He is currently an active angel investor and advisor in several innovative start-ups. Through his experience of starting and selling a sales intelligence tool to Fortune 500 firm, Dun & Bradstreet, he’s learned first-hand the challenges and solutions at each stage of entrepreneurial growth which has led to his book, The Hockey Stick Principles. He is a frequent speaker on subjects such as Industry Intelligence, Sales Readiness, and Change Management. Vertical IQ has the insights accountants and financial advisors need to provide their clients with guidance informed by the latest industry data. Your small to medium-sized business (SMB) clients look to you for sage advice on the financial drivers impacting their businesses. With Vertical IQ’s Industry Intelligence, you can offer tailored recommendations and become an invaluable asset to their business.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Join us for GrowCon, the event for accounting professionals to work ON their business.   Offers: Bobby shared with us the value of asking the right questions and having access to the executive summary for each industry empowers you to be that expert as you speak with business owners.  I invite you to take advantage of this opportunity to receive a FREE demo and learn how you can help your clients using this amazing tool: https://verticaliq.com/universalaccounting/ And don’t forget to access the free monthly industry updates In addition to this incredible information, you can also use BizBench to benchmark your client’s data to their industry standards.  Using this report, you’ll have the resources you need to advise your clients with confidence and competence. Set up a time now to learn how you can use this report in your business to improve your marketing to grow the business as well as offer additional services to get you paid what you are worth as a Profit & Growth Expert. Go HERE to schedule a FREE Demo of BizBench. Lastly, be sure to get your 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!   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 801.265.3777

Here’s an episode you don’t want to miss. Shannon and Roger discuss the challenges that owners of accounting firms face as they work to offer quality accounting services profitably.  For example, is it effective to be everything to everyone when running the business? Sometimes we get too busy and forget we always have a choice! They address mindset and why having an abundance mindset is so important as it effects marketing, sales, pricing, client retention and so much more. In fact, you’ll want to understand what Shannon refers to as the Four “C’s” and how they apply to your accounting business as you work ON your company. Another topic of interest is our “impact”, what it is we are doing to give back and why it is something you should consider. Oh, and you need to hear what Shannon has to say about Hummus.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Visit Renew Group and see what you can do to work ON your business and while there feel free to reach out to speak with Shannon.  It’s as simple as More Profits & Better Clients. Also, become an Accountrepreneur and aid your clients as their Profit & Growth Expert. 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   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 801.265.3777

Imagine offering bookkeeping services on the side, over weekends and weeknights, and having the success to replace the day job income and then deciding to not only do it full-time but also now work to replace your spouse’s income and bring them home to be with the family.  DONE, Tiffani did that and so much more!  It was because of the freedom and flexibility that come from running her own business she was able to meet the needs that arose when growing the family having twins as well as homeschooling her children. Consider the lessons the children are learning as they witness her success in business.  Amazing life lessons and insights that are hard to teach. Hear what Tiffani and Roger discuss and how it relates to the daily challenges we all face as accounting entrepreneurs.  For example, what are the common emotions individuals experience when starting a business?  Trying to balance the good and bad to stay focused and passionate about the work is key to success.    Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Tiffani Higgins, CPA Tiffani Higgins is a CPA, mom of 5 and former bookkeeping business owner. After 4 years of experiencing all the amazing benefits that a virtual bookkeeping  business provided to her family (unlimited vacation time, ability to travel, no need to budget, upgraded lifestyle, brand new car, house with a pool and tennis court, paying off debt, etc) she decided to launch the Stay-at-Home Bookkeeper Academy where she could teach other busy moms to follow in her footsteps and create their ideal lifestyle so they could have their cake and eat it too. This allows families to build wealth while still getting to experience every one of their children’s milestones. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Whether you are considering the opportunities associated with starting a bookkeeping business with little or no experience or are ready to build a large accounting business with staff consider following the Turnkey Business Plan for accounting professionals. With Tiffani’s help see what more you can accomplish reaching out to the Bookkeeper Academy and there check out the Elite Mastermind program.  Take the time to schedule a free strategy session. Check out these resources: Website: stayathomebookkeeper.com Facebook group: https://www.facebook.com/groups/HYCAEIT Find Tiffani Facebook: https://www.facebook.com/tiffanihiggins53/   Get the Turnkey Business Plan for accounting professionals.  This is the free course to help you plan your success offering quality accounting services.  Here you’ll learn the 4 keys to your success related to marketing & sales, pricing, fulfillment and so much more.   Also, don’t forget to get your 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   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 801.265.3777

Hear how April started her journey into business and how it was influenced by her faith in God which ultimately blessed her life in unexpected ways. Each of us have unique stories to share and April’s is amazing and faith promoting. Are you listening to your inner voice? Learn what she has done with confidence to define her offer is such a way that it is clear and concise what the client is receiving and can expect when working with her. It’s her confidence that brings clarity to her messaging.  In the end, she provides her clients peace of mind when it comes to the financials associated with their business. Listen to this uplifting discussion that Roger and April have. April shares work / life balance insights as well as marketing tips to help grow the business. Enjoy 😊 Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: April Pinheiro My name is April Pinheiro. I’m a work-from-home mom of two adorable children Grey and Grace. I have a deep faith in God, which lead me to becoming a bookkeeper. I started in the bookkeeping industry as a night auditor for hotels. Basically, every night I would balance the daily books for the hotel. I did this for about ten years. I took some time off to have my son and daughter, and then in 2019 God lead me to my first client. I officially opened my business in 2020 and have been working exclusively with trades businesses since. We recently became Pure Bookkeeping Certified and now happily tote “Audit Proof Bookkeeping for the Trades”. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: There is a Turnkey Business Plan for accounting professionals to have the premier accounting firm in their area. Learn the 4 things you need to know to start and build your business with confidence. From marketing to sales, pricing and client retention you don’t want to skip this business building course that you can access for FREE.   With that in place, “nothing happens until you have a sale”! From marketing to sales there is a place to start and then a way to nurture your contacts to become paying clients. Leverage your online presence and automate the system to get you the clients you deserve. Attend this powerful and educational webinar to get you the tax and accounting clients you want.  Register NOW and get ready to take some good notes.   Lastly, your success is based on your ability to do the work efficiently and profitably.  See what you can do to leverage technology using a proven tech stack for accounting professionals.  It’s the Virtual Bookkeepers Roadmap. April also shared how she is using Pure Bookkeeping to manage her business.  See what that involves and consider it for your business.   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 801.265.3777

Stacey and Roger have a great discussion to remove some of the fog surrounding marketing and sales efforts to grow your business and get the clients you deserve.  As accountants we can track out efforts, the Return On Investment (ROI) based on time and money, so what should we be doing? From prospecting efforts to referrals, this is a thought-provoking discussion that you don’t want to miss. Listen and find the holes that may exist in your marketing and sales process so you can plug those holes and get the clients you deserve. It’s time to leverage the power that comes with a referral.  Get better qualified introductions and more of them applying these principles that Stacey shares.  These are actionable things that we can do today and build into our business sales process. You’re going to love this. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Stacey Brown Randall Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Grow Your Business podcast and national speaker. She has had the privilege of helping well-known corporations and franchises, but her focus is on small business owners, solopreneurs and sales professionals. Stacey’s programs are uniquely tailored to help you take control of your referrals, your client experience and crush your goals. Stacey has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, CEO World, Fox News and more. She received her Master’s in Organizational Communication and is married with three kids. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take advantage of Stacey’s FREE, 9 Question Referral Ninja Quiz – www.staceybrownrandall.com/quiz or www.referralquiz.com See how you can climb the 3 levels to become a master level referral generator   As you work hard to get the contacts, prospects and referrals learn what you can do to leverage a tech stack to manage them.  There are proven processes you can follow to nurture your leads to become you new clients.  This is a webinar you don’t want to miss.  REGISTER NOW and see how you can automate the steps to build your business with the accounting and tax clients you deserve.   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 801.265.3777