Welcome to the Building the Premier Accounting Firm podcast with host Roger Knecht. This week, Roger  sits down with Blagoja Hamamdjiev, CEO of Modeliks, to delve into the critical aspects of business funding and financial planning. The conversation centers around simplifying financial processes, the importance of teaching money management to children, and the challenges and strategies involved in accurate financial forecasting. Key Themes from this Episode: Financial Forecasting: Blagoja highlights common challenges of financial forecasting. He shares strategies for creating accurate financial models based on operational drivers. The hosts discuss how to build revenue projections for diverse business types, including restaurants and online stores. Key Performance Indicators (KPIs) and Benchmarking: Roger highlights the importance of KPIs and benchmarking against industry norms. The hosts explain why utilizing NAICS codes and financial ratios for realistic financial forecasts brings benefits to your firm. Industry-Specific Models: Blagoja shares advantages of ready-made models like those used by Modeliks. Roger shares how these models may save time and effort for accountants and clients. Blagoja emphasizes the importance of facilitating quick customization and strategic planning over a five-year horizon. Attracting Investors: The hosts explore how to link operational KPIs with financial outcomes. STAR Program: Focus on accountability through KPIs tied to forecasts. Value of financial planning services, including fractional CFO services and management reporting. Budgets and Cash Flow: Understanding the importance of budgets and cash flow. Transitioning to advisory services. Additional Services: Enhancing client relationships by comparing actual results to forecasts. Identifying key financial metrics for business success. We thank you for joining us once again for another exciting episode of Building the Premier Accounting Firm. Please subscribe to the show on the podcast platform of your choice, and learn more about how you can start your accounting business at 435-344-2060.   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” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively 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.   It’s here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.     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 mastering financial foresight with Blagoja Hamamdjiev.  

Join us as we revisit this conversation from 2023! Welcome to another engaging episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Kate Josephine Johnson, the owner of Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses all over the United States. Kate has established herself as a trusted authority in the industry and furthermore, she also assists accounting professionals in creating fulfilling virtual accounting careers through her Bookkeeping Side Hustle Community. In their captivating conversation, Roger and Kate delve into the factors that initially sparked her interest in the accounting field and they explore the driving force behind her decision to start a successful bookkeeping business. Kate also breaks down why video has become an indispensable tool for communication and marketing within the realm of virtual accounting, and shares how she has effectively harnessed its power to promote her own bookkeeping services. Kate candidly shares the challenges she encountered as an accountapreneur as she and Roger clarify the distinction between bookkeeping and accounting. Roger also sheds light on the concept of fractional CFOs, providing valuable insights into how they differ from traditional bookkeeping and accounting roles. Hustles and hobbies often intersect, and Kate and Roger delve into the differences between the two as they also discuss when a hobby evolves into a full-fledged job. In addition, Kate reveals her strategies for diversifying income streams within the accounting space, offering a wealth of inspiration to those seeking to expand their financial horizons. Join us on this enlightening episode as Kate and Roger impart their wisdom and experiences, leaving you equipped with practical guidance for your accounting journey. Whether you're an aspiring accountant, a seasoned bookkeeper, or an entrepreneurial spirit looking to thrive in the virtual accounting world, this podcast is your ultimate resource for building a premier accounting firm that stands above the rest. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kate Josephine Johnson Kate Josephine Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small business clients all over the United States.  She can also be found helping other accounting professionals build a virtual accounting career they love inside her Bookkeeping Side Hustle Community. She is a very proud Texan, Baylor Bear, and Navy wife. Her hair fits her personality. She is a morning person. Big time. She gets more done before 7:00 am (when her kids are allowed out of their room) than some people get done all day long! As far as credentials go, she holds an MBA from the Yale School of Management and a BA in Economics from Baylor University.  In 2020 she was recognized as a Top 50 Women In Accounting.  She worked in corporate finance before opting to become a stay-at-home-mom for several years after her first child was born.  Sponsors: 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  

In this episode of Building the Premier Accounting firm, host Roger Knecht interviews chartered accountant and COO Kevin Appleby to explore his journey from traditional accounting roles to strategic advisory positions. They delve into the changing landscape of the CFO’s responsibilities and the future of accounting in the age of automation and AI. Key Discussion Points: The New Path for Many Accounting Professionals: Kevin recounts his transition from traditional accounting roles to industry positions at companies like ICI and PwC. Roger and Kevin discuss his experience and insights gained from podcasting and sharing industry knowledge. The Evolving Role of CFOs: The hosts explore the shift from traditional financial tasks to providing strategic advisory services in today’s accounting world. Roger and Kevin highlight key competencies needed to work with clients: cash flow management, fundraising, and business strategy. Mentoring, Consulting, Advising, and Coaching: Kevin shares what he’s learned from taking on different roles within the accounting industry. Roger emphasizes the importance of managing client expectations effectively. Future Trends in Accounting: The hosts explore how increased automation has and will impact accounting practices. Roger and Kevin wonder how large a role AI will take in interpreting financial data and providing actionable insights. Advice for Accountants Transitioning to Advisory Roles: Kevin recommends strategies for data analysis and delivering insights that drive business decisions. The importance of detailed cost analysis and product performance evaluation is discussed. Preparing for Emerging Technologies: Understanding and leveraging new technologies to stay ahead. Preparing for future challenges in the accounting profession. Effective Storytelling for Client Communication: Using storytelling techniques to convey complex financial information clearly and compellingly. Conclusion: Kevin Appleby’s discussion provides valuable insights for accountants looking to evolve their roles and embrace the future of the profession. By focusing on strategic advisory services and understanding emerging technologies, accountants can better serve their clients and drive business success.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Join GrowCFO as a free member http://www.growcfo.net   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” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively 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.   It’s here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.     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 as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this captivating episode, Roger sits down with Alicia Katz Pollock, a distinguished QuickBooks Online expert, coach, speaker, author, and entrepreneur.  Alicia's journey into the world of accounting began with her fascination for QuickBooks. She shares the story of what sparked her interest and how it led her to establish her thriving online learning business, Royalwise.  Alicia also talks about how Social Media was key in attracting some of her biggest clients in the early days of QuickBooks Online. She discusses why business owners often choose to outsource bookkeepers instead of learning QuickBooks themselves, and why it is important to train employees on this powerful accounting tool. She also sheds light on her unique approach to training, catering to different learning styles to ensure maximum comprehension and proficiency. Curious about the differences between QuickBooks desktop and online? Alicia breaks it down for you, sharing why some users still prefer the older desktop version and the advantages of transitioning to QuickBooks Online. Stay ahead of the game as Alicia provides a sneak peek into the exciting updates coming to QuickBooks Online. As the conversation unfolds, Roger and Alicia touch on intriguing topics such as the relationship between QuickBooks and bookkeepers, dispelling any concerns of professional insecurity. They explore the potential impact of AI on the accounting profession, offering valuable insights into how this technology might shape the future. Unlock a treasure trove of QuickBooks tips and tricks that will elevate your accounting skills. Alicia generously shares her knowledge, ensuring that you're well-equipped to streamline your processes and achieve greater efficiency. Discover the least utilized features in QuickBooks and understand why exploring and experimenting with them can lead to enhanced productivity. Accounting conferences play a vital role in professional growth, and Alicia highlights their value. Gain invaluable advice on how accountants can make the most of these events and leverage vendor relationships to their advantage. Closing the episode, Alicia imparts her wisdom and guidance to business owners, offering valuable advice that will help them navigate the complex world of accounting. Tune in to "Building the Premier Accounting Firm" as Roger Knecht and Alicia Katz Pollock dive deep into these fascinating topics and more. Expand your knowledge, gain practical insights, and unlock the potential to take your accounting firm or business to new heights. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Alicia Katz Pollock Alicia Katz Pollock is the QBO Rock Star at Learn.Royalwise.com. As a Top 10 ProAdvisor and a member of the Intuit Trainer/Writer Network, Alicia has five QuickBooks books on Amazon, leads weekly training webinars, and runs a QBO Coaching program. She is a top-rated speaker at QuickBooks Connect, and Scaling New Heights, and will be joining us at GrowCon 2023. With a  Masters of Arts in Teaching, 30+ years of tech industry experience, and a mile-long list of professional certifications, Alicia expertly blends deep subject matter expertise and patient guidance to provide an easy and fun online learning environment. Sponsors: Universal Accounting Center ●        Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get the QuickBooks Online training you need to work confidently and competently.  Enroll in the QBO Bootcamp (UAC) that Alicia created to help you become a capable QuickBooks user. “GROWCON23” - use this coupon for 23% off any courses we offer, or off 1st month of membership For more information related to the training that Alicia offers, check out www.Learn.Royalwise.com  Also consider becoming a certified QuickBooks Specialist with Universal Accounting.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Thank you for tuning in to another episode of Building the Premier Accounting Firm with Roger Knecht. This episode delves into the crucial role that consistent branding and effective communication play in establishing a top-tier accounting firm through the perspective of industry expert Heather Hurst. Roger and Heather explore how these elements not only build trust and positive client connections but also drive business success through targeted marketing and clear, impactful messaging. Key Points: Consistency in Branding: Importance of maintaining consistent branding elements such as product lines, interactions, and website appearance. Example of QuickBooks’ use of consistent color schemes to build trust and positive client connections. Targeted Messaging: Delivering messages tailored to niche markets. Utilizing client feedback to understand and meet their needs effectively. Outcome-Focused Marketing: Emphasizing the benefits and impact of services rather than just the services themselves. Highlighting how the offerings improve client outcomes. Proactive Accounting Services: Educating business owners on the importance of regular financial reports for informed decision-making. Integrating AI to simplify communications and generate reports using natural language processing. Challenges of AI: Addressing potential inaccuracies and biases in AI technology. Ensuring the correct interpretation of tones in written communication. Professional and Personal Communication: Examining the use of swearing in professional contexts and its impact on relationships. An anecdote on implementing a no-swearing rule with felons to demonstrate the power of self-control. Discussing family dynamics, the importance of clear communication, and setting boundaries regarding swearing. Effective Language in Branding and Marketing: Promoting the significance of using effective language to highlight benefits over features. Stressing the importance of personal and firm branding for accounting professionals. Encouraging intentional marketing efforts to strengthen brand presence. Resources and Opportunities: Promoting podcast subscriptions for continued learning. Highlighting GrowCon as an event for professional development. Offering free resources available through Universal Accounting to support bookkeeping and accounting businesses. Thank you to Heather Hurst for underscoring the transformative power of consistent branding and effective communication in the accounting industry, advocating for a strategic, outcome-focused approach to client relations and marketing, in this episode. By focusing on these key elements, accounting professionals can enhance their branding, improve client relationships, and achieve greater success in their practice. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: We’d like to invite you to listen to the Canopy podcast: https://calendar.google.com/calendar/u/0/appointments/schedules/AcZssZ3AGdF9R6FkoJ41z4fk9uZ_ptB1bcBkjt-hzG8ONGmlvdGVYizyfFJ49ujbnxw1SCe8fjtrEFJe And for those who need CPE, check out their CPE library: https://www.getcanopy.com/courses    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” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively 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.   It’s here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.   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 as we revisit this conversation from 2023! Join us for another enlightening episode of "Building the Premier Accounting Firm" as your host, Roger Knecht, sits down with Accountapreneur, Michelle Quinonez for a captivating conversation. Michelle takes us on a journey through her incredible path in accounting and the establishment of her own successful business. Discover the driving force behind Michelle's unique approach to business—the 'State of Being' and explore how this profound mindset influences her decision-making and fuels her ambition to continuously push boundaries and redefine success. Michelle talks about what financial transparency means to her and its significance in both her professional and personal life. Delve into the depths of Michelle's experiences with financial transparency as she distinguishes its impact in various aspects of her life. Uncover the areas where it benefits her the most, opening doors to trust, authenticity, and stronger client relationships. Michelle and Roger also talk about money—a subject that fascinates us all. Michelle shares her unique perspective on money and its role in her life. She explores the concept of an abundance mindset and how embracing it can transform our relationship with money and pave the way for financial success. Roger and Michelle share their secrets to effectively communicating the value of CFO & Advisory services to their clients and strategies for helping clients understand and appreciate the worth of these services, in enabling them to make informed decisions that drive their businesses forward. Get ready to be inspired, empowered, and equipped with a fresh perspective on accounting, entrepreneurship, and building your own premier accounting firm. Tune in to "Building the Premier Accounting Firm" and join Roger Knecht and Michelle Quinonez on this exhilarating podcast episode. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Michelle Quinonez Owner and founder of MR Books Advisory & Pocket Your Profit where Michelle offers Virtual CFO and Custom Accounting firm. MR Books Advisory exists to Empower business owners to own their financial success! Replacing confusion, stress, and uncertainty with Clarity, Freedom, and Control. It's your business. Your profit should come first. This is not your typical CFO or Bookkeeping firm. I serve entrepreneurs and small business owners to grow their businesses, profitably. Learn how to end the Paycheck-to-Paycheck Limiting Mindset. Solve the dead-end income problem by empowering your small business towards freedom and profitability. Pocket Your Profit provides a level of insight, education, and implementation that is focused on inspiring mutual financial success and growth. Her philosophy and expertise maximize Money & Time through profit-focused cash management and scalable systems. This approach provides both businesses and business leaders with the keys to unlocking financial success and freedom. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Ikigai - the secret to a long and happy life 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  

In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht interviews Kasey Anton, founder of Spark Business Consulting and author of “Profit First For Restaurants.”  Kasey shares her transformative journey from the restaurant industry to establishing a thriving accounting firm. This episode is a treasure trove of insights for anyone looking to understand the vital role of accessible financial data in achieving business profitability. Main Themes: From Restaurants to Accounting: Kasey details her career transition from owning a restaurant to founding an accounting firm. She emphasizes the importance of collaboration between chefs and business owners for operational success. Accountants as Advisors: Roger advocates for accountants to move beyond traditional roles and take on advisory positions. Roger and Kasey discuss the importance of providing solutions rather than just identifying financial issues. The Evolving Role of Accountants: The discussion highlights the shift towards interpretive and advisory services in the accounting field. Kasey recommends utilizing tools like Loom videos to explain financial statements, enhancing client understanding and trust. Niche Specialization: The hosts stress the benefits of specializing in niches like the restaurant industry to provide targeted financial guidance. Kasey shares how niche focus can improve client relationships and business growth. Profit First Methodology: Kasey explains her enthusiasm for the Profit First methodology and its positive impact on businesses. She discusses her book, which merges Profit First principles with her restaurant industry insights. Financial Management and Growth: Roger stresses the importance of understanding financial data objectively for fostering business growth. Roger and Kasy share strategies for implementing Profit First principles for better financial management and profitability. Listener Engagement: Subscribe: Don’t miss out on future episodes filled with strategies for business improvement. Attend GrowCon: Join the annual conference for networking opportunities and industry insights. Thank you for tuning in to another insightful episode of Building the Premier Accounting Firm. To learn more about how you can start your own successful accounting business, call 435-344-2060, or schedule a time to discuss your future with Universal Accounting Center’s team of expert coaches online at this link. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a gorgeous "swag" box that will include the book and workbook and all things money-related  www.profitfirst4restaurants.com    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” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively 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.   It’s here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.   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 Profit First for Resturants with Kasey Anton.  

Join us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, we have the privilege of sitting down with Alyssa Dillon, a highly experienced financial professional with nearly 15 years of expertise. Get ready for an enlightening conversation as Alyssa shares her remarkable journey from team leader to CFO in the corporate world, and ultimately, her decision to become an entrepreneur. Alyssa takes us through the pivotal moments that led her to start her own business, revealing the valuable lessons she learned about herself along the way. She passionately discusses her commitment to working with women and eradicating generational poverty, highlighting how she empowers the women she encounters with the tools for success. We delve into Alyssa's perspective on generational wealth, exploring what it truly means to her and the legacy she desires to pass down to her children. Discover the unique aspects of her accounting firm, where she seamlessly blends her roles as a CFO and CEO. Alyssa reveals her strategies for effective delegation, which she has successfully transferred to her coaching business and her Mastermind. Speaking of Masterminds, Alyssa shares her invaluable insights on their transformative power. She unveils the profound impact that Masterminds have had on her own growth, relationships, and professional development. Gain a deeper understanding of what Masterminds mean to her and the differences between free and paid programs. Intrigued by high ticket clients? Alyssa unravels the secrets behind attracting these discerning clients and the services they find most valuable. Discover the true worth of high ticket clients and the investment they are willing to make in their financial success. As the conversation draws to a close, Alyssa reveals her aspirations for her children and the profound lessons she hopes they will learn from her journey. Join us as we explore these captivating topics and gain valuable insights from an exceptional financial leader. Tune in to "Building the Premier Accounting Firm" with Roger Knecht and special guest Alyssa Dillon. Prepare to be inspired, informed, and empowered as we unravel the secrets to success in the world of finance and entrepreneurship. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Alyssa Dillon Alyssa has worked in the financial space for nearly 15 years. During this time she has MASTERED the way Business Owners feel about their money, why they HIRE financial professionals, and what motivates them to pay. Even better - she has developed and deployed strategies to help not only herself reach multi 6 figures in my small virtual accounting firm, but she is helping other financial pros do it too. She has been so lucky to help coaches, consultants, and service providers in the finance industry build multi 6 figure and 7-figure companies. She deeply cares about women making more money, ending generational poverty, and building generational wealth.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Become a Profit & Growth Expert.  In addition to your accounting services learn what you can do to market, sell, price, and provide quality CFO & Advisory services with confidence.  Follow the Turnkey process as a Profit & Growth Expert using the Universal Business Builder system.   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