Building the Premier Accounting Firm

There are 3 key elements when explaining accounting services so that business owners can understand the value of the work we do, and Ken helps us understand why we need to emphasize each of them in our marketing. As Ken and Roger speak, we are also reminded that this is a personal business.  Even more important than the accounting skills we use to take care of our clients it’s the relationships we build that are equally important. Consider this, Ken shares an interesting perspective, think of tax like this: “Taxes I like the report card on the test you took last year.” So with that in mind, how do you work with your clients to help them score the best they can year after year. Listen in and enjoy this next episode of Building the Premier Accounting Firm. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Ken Mann ​Ken Mann, along with his wife Gina Mann, EA, CFP®, own Freedom Financial Solutions LLC. Ken is a Profit & Growth Expert, helping his clients to increase their profits, reduce their taxes, so they can have money in the bank when they need it. Ken and Gina specialize in small business 100% accounting and IRS/NYS tax problem representation. Ken is an Intuit Certified QuickBooks ProAdvisor in both the desktop and online versions. Ken does private QuickBooks training, company setup, and specializes in catch-up and cleanup projects. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: In the episode we heard Ken share they have been leveraging Facebook to grow the business and get clients.  It’s intentional and deliberate. Just this last year, 40%+ have come from Facebook alone. Learn more how you can use social media to get the tax and accounting clients you deserve.  Understand how an effective accounting tech stack can help you automate the process and manage the leads you receive through the nurture process to become paying clients. Attend this Strategic Webinar TODAY! This is just part of the journey of becoming an Accountrepreneur.  Ken was great at sharing his journey from tax specialist to becoming a bookkeeping and QuickBooks Specialist.  See how this also applies to your journey as you build the premier accounting business in your area. Also, join the community of accounting professionals within Facebook in this closed group, the Accounting & Bookkeeping Tips group.   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

Let’s do the math, identify the opportunity, and determine the how best to complement the accounting services offered to profitably meet the demand. When working with small business owners it’s often assumed that payroll will be included as part of the accounting services provided, so what is your answer or solution? Often, cash flow management and payroll are the two most common challenges faced by business owners.  Are you prepared to meet that demand to grow your business and get the clients you deserve? Let’s talk about a tech stack and love languages. This is an episode you don’t want to miss.  Listen as Scott Nelson and Roger Knecht discuss the business of accounting in a new light.  This is one you’ll enjoy! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Scott Nelson Scott is a pioneering leader with a rare gift for connecting people together to accomplish unique and exciting tasks. He has successfully founded a socially beneficial investment fund, raised over $600,000 for charitable organizations, and launched no less than seven different community groups. Professionally, Scott uses his pioneering leadership to create partnerships with accounting professionals and their firms, helping them to launch or grow their business through Patriot’s software. Patriot provides fast, easy, and affordable accounting and payroll software for small businesses and their accountants. Why? After a rough start-up experience, Patriot knows firsthand what small businesses need in order to break through and achieve success. So Patriot created a software service to help you keep the two things you don’t have enough of–time and money. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Patriot is best known for its payroll software and is growing rapidly through its partner program for accounting professionals. See why so many accountants and bookkeepers choosing Patriot today! Take the time to review the Turnkey Business Plan for accounting professionals. As such you’ll see how to effectively start and build the premier accounting firm in your area.  In addition to the obvious also consider becoming for your clients a Profit & Growth Expert.  Learn the effective ways to market and sell accounting service to go your business with new clients.  Also go beyond traditional accounting services to also become for your clients the trusted strategic advisor they need today, their Profit & Growth Expert. Mentioned in the episode is the book “Love Languages”, understand YOUR love language preference today! Also Leadership and Self-Deception, what are we really doing and saying. 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

Each of us have experiences in our lives that give us a unique perspective that we can bring to business.  For some, it’s our past and passion that lead us to niches that allow us to do what we enjoy and get paid doing it. Katie has done just that. Listen as Katie shares her story that combines health, sports and of course accounting. Katie and Roger have a great discussion that also focuses on the support and empowerment that can come for working with a coach.  It’s wrong to think something is broken to need a coach.  As in sports, a coach is there to help make something better, to provide perspective, focus and accountability which can accelerate success. You don’t want to miss this episode. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Katie Swanson, CPA CVA Katie Swanson, CPA, CVA is the founder of Change Collaborative. She believes fitness business owners should leverage tech-driven data to build a strong financial core and financial plans that guide them in bulking up business health. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Katie has offered her time to speak with those interested.  Take a moment to ask some questions and get some insights related to your business with this opportunity.  Go HERE for a Free 15-minute call.   Also, find out more how and what coaching is available to help you work ON your business to have the premier accounting firm in your area.  Advanced Coaching is a program to help you be in business for yourself but not by yourself with Universal Accounting.   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

As accounting professionals, we each need to find the time to “sharpen the saw” to offer the quality accounting services our clients expect. Listen as Rob and Roger discuss each and how they apply to your business as you work to have the premier accounting firm in your area. This is a great conversation that is both personal and professional.  Rob and Roger open up, share some insights that might surprise you as they cover some perspectives on life that really do matter.  Consider it a moment to reflect and apply some life lessons in business. In addition to the 5 skills also listen as Rob then shares 3 things we each need to be. Enjoy. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Rob Brown Rob Brown is a renowned MC, facilitator and chair of virtual and in-person panels, conferences and events globally for the accounting/fintech profession. He is host of the popular Accounting Influencers podcast which interviews top accounting/fintech leaders and influencers about what makes good accountants great. After Covid hit, he chaired 24 virtual panels with leaders of global accounting networks/alliances to discuss the key issues and challenges (these are all on Youtube). He is co-founder of the Accounting Influencers Roundtable (AIR) mastermind group and his company the Business Development Academy, trains accountants to win business. He is the bestselling author of Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You' has been viewed 250K times on Youtube. Rob is a committed Christian, has a black belt in kickboxing, plays chess, loves orange chocolate, is allergic to grapefruit and plays four musical instruments to a decent standard.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Accounting Influencers podcast, that Rob hosts with Martin Bissett.  You can also listen and subscribe to it on the usual iTunes, Spotify etc Letting the good ones be great TedTalk – The Personal Brand of You Be sure to also follow the Turnkey Business Plan for accounting professionals.  This course is designed to give you the steps, processes and strategies you need to consider to build your business such as: Marketing & Sales Pricing Services to offer And more!   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

As accounting professionals, we have opportunities to determine the value of our client’s business but also work with them to increase it’s worth.  Let’s consider not only why but how we can help them work ON their business. Listen as Bharat and Roger discuss the things that establish the value of a business but how we can better bring value to the services we offer. Bharat also shares two things we need to consider that impact dramatically the valuation of a company today that we should all consider.  Get ready to take some great notes.  This will apply to you and your clients. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Bharat Kanodia, ASA Bharat Kanodia has appraised over 2000 businesses and signed off on assets worth $2.6 trillion in value. He has appraised unique assets like the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, Brooklyn Bridge, Mirage Casino LV, among many others. Bharat is the Host of the YouTube channel “What’s it Worth” & Founder of Veristrat, a company that helps startup founders and VCs by telling them what their companies are worth. He lives in the San Francisco Bay area with his family and enjoys sailing, golfing, skiing, and horseback riding.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Be sure to follow Bharat on YouTube and Subscribe to his channel: See what a CPA firm is worth! Also follow him on: http://www.instagram.com/whatsitworthtv https://twitter.com/whatsitworthtv http://www.facebook.com/whatsitworthtv http://www.veristrat.com With that you also now need to get your Business Score.  After completing this online questionnaire you’ll receive a detailed report outlining the 8 drivers that determine the value of your business along with an initial valuation of your company.  See now what your company is worth and what you can do to increase its value.   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

What are some of the additional services that accounting professionals can offer to complement the compliance work we do? Listen as Roger and Jeff discuss how a 1031 Exchange is a perfect solution for many and one that accountants can help facilitate.  This is one service that is a value add that we can charge accordingly. Learn what, when and how a 1031 Exchange is beneficial to some of our clients. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jeffrey Bangerter Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement. Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License. He empowers clients with knowledge to help make smart informed choices as they enter their Golden Years, making things easy to understand so it becomes clear the direction that should be taken. His goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care. His clients know his team is committed to provide the best solution for their individual situation utilizing our Social Security Planning and Retirement Planning software together to make sure they do not have a point in life where they run out of money. Jeffrey has been seen frequently on Sacramento’s ABC and CBS affiliate TV Stations, providing timely financial information in an easy-to-understand format. Jeffrey has been a resident of Orangevale, CA for over 25 years. When not helping clients increase their confidence about their financial futures, he enjoys boating with his children and grandchildren, traveling, learning something new or spending time with his wife on their Harley. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a complementary copy of Jeff’s book, “Are you tired of Tenants, Toilets & Trash”? Become a Profit & Growth Expert helping business owners with the most common challenge they face, cashflow management.  Learn how to offer advisory or coaching services with confidence.  Within this program we’ll cover marketing, selling, pricing, onboarding as well as client retention.  This is a must do for every accountant, CPA, EA, etc. offering such services.   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  

Hindsight being 20/20, from a young age the path to accounting was there but Teena took the long round to find her place.  After working hard, not receiving the benefits, financial rewards and recognition it was time to start her own business.  Who knew it would be this good? Listen as Teena shares with Roger the freedom that comes from creating her own business.  What running her own company has meant for her both personally and professionally.  The trust that she has from her clients is liberating. She recognizes that the hard times have made the difference allowing her to step outside her comfort zone and become more than she felt possible. In the end hear what she feels made the different, the two things that gave her the strength needed to succeed. This is a genuine story you need to hear. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Teena Chandler Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take the time to learn & apply the Turnkey Business Plan for accounting professionals to have the premier accounting firm in your area. Become a certified Professional Bookkeeper (PB) to offer quality accounting services.  Learn the 3 most common scenarios when onboarding new clients and how to best manage them. Understand and experience in a fun and interactive way the complete accounting model.  Understand it in a way to help you better communicate with your clients with Color Accounting. Work with a business coach and find a mentor to help you work ON your business as you apply the principles of MAP in your business.  Get access to successful accounting professionals and speak with your peers.  Don’t leave your success to chance accessing this Advanced Coaching. 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

If you’re going to take a class, why not go all the way? This is a great conversation that Jenny and Roger have, one that many of us do as we consider how we see ourselves.  In so many words it is our mindset.  When do we go from doing a job to being a professional?  What does it really mean to refer to yourself as an accountant verses someone doing accounting or a tax preparer to an Enrolled Agent, a Professional Tax Preparer. Listen as Jenny shares the shift from being risk adverse to becoming an accountrepreneur.  She also discusses the change that comes when you go from bringing in a supplemental income to the primary income in the household. Topics covered also include: Running the business as an introvert Generating leads and managing them through to becoming clients / customers Listening to clients, when they feel heard they feel important Happy clients are loyal clients – to build your business you need to make them happy Enjoy this great episode to help you build the premier accounting firm in your area. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jenny Beynon Jenny has a bachelor’s degree in accounting and more than a decade of experience as a tax preparer and accountant. She is an active Enrolled Agent, which means that she is unrestricted in which taxpayers she can represent before the IRS. As a trained tax strategist, Jenny helps small business owners and individuals keep more of their hard-earned money. Her personal experience as a business owner gives Jenny a unique perspective on the challenges that many businesses face. She lives in Riverton, Utah with her husband and the youngest two of five children. Jenny likes to throw herself into whatever project she is working on, whether that is finding the best way to help her clients save money on their taxes or refinishing furniture in her down time. She puts her all into her work. Paramount is a professional tax and accounting firm that utilizes licensed professionals to provide valuable tax and accounting services to individuals and businesses. Paramount Tax and Accounting was first opened in Utah in 2008. As the business grew, the founder of the company needed help managing his workload. Jenny was the first preparer he hired to help manage the tax prep load. She then moved from tax prep into administrative accounting and bookkeeping. Several years later after experiencing exponential growth, the owners of Paramount Tax and Accounting decided to franchise the business to allow others the opportunity to achieve success under the Paramount brand. In 2019 Jenny purchased Paramount Tax and Accounting – West Jordan. The first tax season open for business was the 2019 tax return season in 2020 which created many challenges and the need to pivot in offering online and hybrid tax preparation. Having made it through this challenging first year, the 2020 tax season was a relief. Learning to network with others in different fields and take advantage of the opportunities to have their help was instrumental for a successful 2nd tax season. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Attend this LIVE webinar to learn what you can do to effectively use technology to marketing and sell your accounting services efficiently.  This is a MUST DO for anyone working to grow the business and get the clients you deserve.  Register now this The Turn-Key Process To Get 2-5 Accounting Clients (& 70-80 Tax Clients) Every Month Offer quality accounting services as a certified Professional Bookkeeper, QuickBooks Specialist and Professional Tax Preparer.  Get the training, certification, coaching & support to be in business for yourself but not by yourself with Universal.   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

Consider this, you need to tap into your inner hairdresser or bar tender.  What in the world could that mean? With that in mind let’s listen in as Lara and Roger discuss “getting social” as you build your business and how it applies in life. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Lara Squires Lara is the founder of Consortium - since 2013 her team has grown to 7 as they work with clients across the UK working professional service such as accountants. Prior to setting up Consortium, Lara was a marketing and Business Development at a regional law firm for 8 years where she was responsible all things related to marketing. She is a fellow of the chartered institute of marketing and as a Chartered Marketer Lara is a keen public speaker.  Something she is proud is the successful group of Ladies Lunch Clubs which are now in their 16th year. 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 this opportunity to speak with Lara to apply these lessons regarding your social media presence in your business.  Schedule a time that works for you by CLICKING HERE.   Roger and Lara also discussed the need for a CRM to manage your contacts.  Find out more what you can do to leverage technology, your contacts and time to get the clients you deserve.  Register now to attend this webinar and learn the BEST PRACTICES used by accounting professionals to grow the business. Register now for this Technology MASTER CLASS   Profit & Growth Expert – transition to include with your quality accounting offerings more advisory and coaching services.  Learn how you can do more with and for your clients.  See what you can do to increase your revenue per client engagement and retain your clients longer. See what you can do to become a Profit & Growth Expert!   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

When running a successful accounting business there are many tasks needing our attention.  What process can be done to best organize and prioritize each task to know which needs attention to improve the business. Listen as Roger shares best practices and lessons learned after speaking with other successful owners of accounting businesses to understand what you can do to have the premier accounting firm in your area. Apply the principles of MAP in your business to run it more confidently and competently. Determine your priority to next develop your business. Get more clients Offer quality accounting services to increase the revenue per client Work efficiently and profitably retaining clients Your Host: Roger Knecht, president of Universal Accounting Center 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 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