Welcome to another insightful episode of “Building the Premier Accounting Firm,” where we delve into the transformative journey of Jason Snyder, the pioneering mind behind Aspire Advisors and Summa Ecommerce Advisors. Today, Jason shares his unique approach to modernizing accounting practices by emphasizing business advisory services and embracing remote-first business models. Here’s what we covered: Main Themes: Introduction to Jason Snyder: Discover the visionary entrepreneur who has redefined accounting services by prioritizing advisory roles and combating entrepreneurial poverty through the Profit First system. Profit First System: Learn about Jason’s implementation of this revolutionary system to help businesses better manage their finances and ensure sustainable growth. Building Remote-first Businesses: Insight into Jason’s strategy for creating successful, remote-first entities, focusing on the advantages and methods of managing international teams, particularly in the Philippines. Hiring Practices and Team Building: Jason discusses his effective hiring strategies, from offering competitive salaries to conducting skill-based assessments, and the importance of direct relationships with employees to foster a positive work environment. Importance of Financial Statements and Data: Uncover the critical role comprehensive financial statements play in understanding a business’s story through its numbers and how Jason coaches entrepreneurs to utilize this data effectively. Leadership and Communication: Explore Jason’s views on the essential qualities of leadership, including curiosity and a genuine care for team members, and how technology like Loom videos can enhance client communication. Client Empowerment through Financial Insight: Jason advocates for empowering clients with insightful financial reports, stressing the necessity for entrepreneurs to understand their financials deeply. Personal Interests and Work-Life Balance: A glimpse into how personal interests, such as sports, are crucial for maintaining a healthy work-life balance and overall well-being. Advice for Aspiring Accounting Firms: Jason shares valuable insights and strategies for accounting firms aiming to transition towards more advisory-focused practices and leverage international talent. Key Takeaways: Embrace remote work and international hiring to access a wider pool of expertise and foster a diverse, skilled team. Prioritize business advisory services and financial coaching to add value beyond traditional accounting practices. Implement systems like Profit First to guide businesses away from financial instability towards sustainable growth. Leadership qualities, such as curiosity and genuine care for people, are indispensable in building successful, people-focused businesses. Technology and clear communication are essential tools in enhancing client relationships and ensuring that financial data translates into actionable insights. Thank you for tuning in to “Building the Premier Accounting Firm.” Don’t forget to subscribe for more episodes on transforming the accounting landscape through innovation and leadership. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “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 team building and remote work with Jason Snider  

Join us as we revisit this conversation from 2023! Get ready for a must-listen episode of "Building the Premier Accounting Firm" with your host Roger Knecht, as he sits down with Jessica Fialkovich, business exit expert, small business advocate, entrepreneur and podcast host. Together, they explore everything you need to know about preparing your business for sale. Jessica shares her incredible journey and how she became an expert in business exit strategies. She also talks about the essential elements that give a firm value and how accounting can impact the value of a business. Jessica also dives into qualitative and quantitative factors that give a firm maximum value, the most common ways of valuing a business, and why owner absentee businesses are more valuable. But it doesn't stop there. Are you considering selling your business? Jessica opens up about the mental health challenges that owners face when selling their businesses and strategies for overcoming them. You'll also learn about the most effective strategies accountants can employ to make a business more likely to sell. Jessica also shares the top five mistakes that business owners make when selling their businesses and how you can avoid them. With her expert guidance, you'll be well-equipped to get the maximum value for your accounting firm. If you're a business owner or an accountant looking to take your practice to the next level, you won't want to miss this episode. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jessica Fialkovich Jessica Fialkovich - Business Exit Expert | Small Business Advocate |  Entrepreneur | Podcast Host Jessica helps hundreds of entrepreneurs buy and sell businesses each year through her business brokerage practice and Exit Factor, an innovative consulting company that provides online and offline programs to learn how to prepare a business for sale and increase business value. Jessica also is the co-host of The Deal Board Podcast, that shares inside stories in the small business mergers and acquisitions world. Sponsors: Universal Accounting Center ●   Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Go here to see a special offers that Jessica has for our listeners :) 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 insightful episode of Building the Premier Accounting Firm, host Roger Knetch welcomes John Nemo, a renowned LinkedIn expert, who shares his transformative journey from a corporate job to generating $135,000 in new business within just 90 days using LinkedIn. Nemo’s expertise offers invaluable guidance for accountants and entrepreneurs aiming to harness the power of LinkedIn for lead generation and client acquisition. Key Discussion Points: LinkedIn Profile Optimization: Transformation from Resume to Marketing Tool: Nemo emphasizes the importance of revamping LinkedIn profiles to focus on the value and benefits offered to target audiences rather than listing job histories. Profile Elements: Practical tips on optimizing header images, professional headshots, and showcasing expertise and problem-solving abilities. First Impressions: The critical role of clear, professional photos in making strong first impressions. Effective LinkedIn Strategies: Sales Navigator: Leveraging this tool for targeted searches to find the right prospects. Personalized Connection Requests: The importance of customizing messages to engage meaningfully with potential clients. One-on-One Interactions: Strategies for building rapport through personalized messages before discussing business opportunities. Networking and Maintaining Connections: Utilizing professional groups and continuous engagement to build a robust network. Positioning as a Problem Solver: Human Connection: Nemo underscores the significance of connecting on a human level to attract and retain clients. Showcasing Expertise: How to effectively communicate your ability to solve clients’ problems. Marketing Strategies for Accountants: Authenticity in Branding: The necessity of being genuine in business interactions and branding efforts. Mindset for Success: Overcoming fear and doubt through visualization, positive self-talk, and resources like “Psycho-Cybernetics.” Additional Resources and Events: Universal Accounting: Resources available on universalaccounting.com for further learning and support. GrowCon Event: Encouragement to attend this event for networking and gaining insights from other business owners. Conclusion: This episode is a treasure trove of actionable advice for anyone looking to leverage LinkedIn for business growth. John Nemo’s insights emphasize the importance of personal engagement, authenticity, and a proactive mindset in achieving success in the digital age. Tune in to learn how to transform your LinkedIn presence into a powerful client-generating tool. 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 (audiobook or digital version) of John's Bestselling Book "LinkedIn Riches" online at www.nemomediagroup.com  Listen to John's Podcast "Nemo Radio" online at www.NemoRadio.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 LinkedIn, lead generation and mindset with John Nemo.  

Join us as we revisit this conversation from 2023! Daniel Burrus is considered one of the World’s leading futurists on global trends and disruptive innovation who, over the past forty years, has established a worldwide reputation for his exceptional record of accurately predicting the future of technology-driven change and its direct impact on the business world. He is the CEO of Burrus Research, a research and consulting firm that monitors global advances in technology-driven trends to help clients profit from technological, social and business forces that are converging to create enormous, untapped opportunities. He serves on the Department of Defense Joint Services Futures Group, and he is a strategic advisor to executives from Fortune 500 companies, helping them to develop game-changing strategies based on his proven methodologies for capitalizing on technology innovations and their future impact. His client list includes Lockheed Martin, Verizon, Microsoft, VISA, Deloitte, Google, KPMG, and FedEx. He is the author of seven books, including The New York Times and The Wall Street Journal bestseller, Flash Foresight, and his latest book, The Anticipatory Organization, is an Amazon #1 bestseller. Burrus is also a featured writer with millions of weekly readers on the topics of innovation, change and the future. He has been the featured subject of several PBS television specials and has appeared on programs such as CNN, Fox Business, and Bloomberg, and he is quoted in a variety of publications, including Harvard Business Review, The Wall Street Journal, Financial Times, Fortune, and Forbes. He is a highly innovative entrepreneur who has founded and managed six businesses, four of which were national leaders in the first year. The New York Times has referred to him as one of the top three business gurus. Episode Title:Becoming the Disruptive Accountant w/ Futurist Daniel Burrus Episode Description:  In this episode, your host Roger sits down with Daniel Burrus, a renowned futurist, keynote speaker, and business strategist, to discuss the secrets of anticipating change and using it to create a competitive advantage. Daniel is an expert in disruptive innovation, and in this episode, he shares insights on how to anticipate change and disruption to stay ahead of the curve. They discuss the difference between hard trends, which are future events that will happen, and soft trends, which are unpredictable and could go either way. He explains how to identify and leverage hard trends to create a mindset shift from pessimistic to opportunistic, and how accountants can use these trends to drive business growth. He also talks about emerging technologies like Chat-GPT and other AI, and how accountants can use these tools to improve their services and stay ahead of the competition. Daniel and Roger explore how accountants can apply these technologies to create new efficiencies, enhance client interactions, and ultimately drive greater value for their clients. If you're an accounting professional or business owner looking to gain a competitive edge, you won't want to miss this episode of "Building the Premier Accounting Firm." With Roger and Daniel's insights, you'll be equipped with the knowledge you need to stay ahead of the curve and take advantage of the latest trends and innovations. Sponsors: Universal Accounting Center ●       Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Daniel Burrus' Top 25 Technology Hard Trends Shaping 2023 - Download the list: https://www.burrus.com/seethefuture 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  

Welcome to another inspiring episode of Building the Premier Accounting Firm with Roger Knecht. This week Roger explores the journey of Max Emma, a remarkable individual whose story is a testament to resilience, innovation, and the entrepreneurial spirit. Born in the former Soviet Union and now a successful entrepreneur in the United States, Max shares his incredible journey from starting with a simple landscaping business to creating a booming bookkeeping empire. Here’s what you can expect from this enlightening conversation: The Entrepreneurial Journey: Max details his initial foray into the entrepreneurial world through landscaping and how this experience laid the groundwork for his eventual shift into the bookkeeping business. His story is a powerful reminder of the unexpected paths to success. Challenges and Strategies: As an immigrant, Max faced numerous challenges in adapting to a new country and business environment. He opens up about the hurdles he encountered and the strategies that helped him overcome these obstacles, leading to significant business growth and franchise expansion. A Deep Dive into Franchising: Roger and Max explore another bookkeeping business’s journey from construction to specializing in bookkeeping services. Max sheds light on the advantages and challenges of franchising in the accounting industry, including the benefits of receiving structured support and accessing proven processes that franchises offer. Keys to Success for Franchisees: Max emphasizes the importance of opportunity cost in time management, comprehensive training, transparency, and the significance of fostering a collaborative office environment. These elements are crucial for the success of any franchisee. The Evolving Role of Technology in Accounting: Technology’s impact on the accounting industry is undeniable. However, Max and Roger discuss why the human accountant remains irreplaceable, highlighting the balance between tech advancements and the invaluable human element in accounting. The Importance of Support and Mentorship: Throughout his journey, Max highlights the importance of having a supportive work environment and the role of mentorship. These factors have not only contributed to his success but are also essential for anyone looking to make their mark in the entrepreneurial world. Personal Stories of Success and Sacrifice: At the heart of this episode are Max’s personal stories of success, sacrifice, and the relentless pursuit of his dreams. These stories serve as a powerful inspiration for anyone on their entrepreneurial journey. Join us as Max Emma not only shares his remarkable story but also provides invaluable advice for aspiring entrepreneurs and business owners in the bookkeeping and accounting industry. Whether you’re an immigrant entrepreneur, interested in franchising, or passionate about accounting, this episode is packed with insights and inspiration to help you on your journey to success.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Mention this podcast episode with Building the Premier Accounting Firm & Universal Accounting Center to receive $2,000 off the franchise fee: www.BooXkeepingFranchise.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 as we revisit this conversation from 2023! Welcome to 'Building the Premier Accounting Firm' podcast with your host Roger Knecht. In this episode, Roger chats with Brannon Poe, an accomplished accountant, and entrepreneur with over 20 years of experience in the industry. Brannon takes us on his journey, sharing what drew him to accounting, how he started his company, and the valuable lessons he learned along the way. He shares his expertise on the factors that make a firm valuable for selling or buying and the most important thing to consider while evaluating a business to buy, such as the client list, operating procedures, or culture of the company. Brannon also discusses his take on businesses acquiring other businesses that offer different but complementary services and shares his advice for both the seller and the buyer. He delves into how to approach valuation when planning to buy a business and shares his thoughts on virtual firms and how attractive or unattractive they are to buyers. Tune in to this episode of 'Building the Premier Accounting Firm' for all this and more, and learn from the expertise of one of the industry's most successful and experienced professionals! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Brannon Poe Poe Group Advisors (PGA) was founded by Brannon Poe, CPA. Brannon has been brokering Accounting Firms for 20 years. He got his start as a CPA at Ernst and Young. In 2003 he began facilitating accounting firm sales on the East Coast of the U.S. Now, PGA has helped facilitate hundreds of transitions all over the U.S and Canada.  PGA creates content, including the Accountant’s flight plan podcast, that helps firm owners buy, sell and grow their business. Poe Group Advisors’ nationally recognized brand and content means they have thousands of qualified buyers in their database. The PGA sales process ensures favorable deals, compatible buyer/seller matching and a quick, guided transition. PGA helps sellers exit with cash and buyers enjoy a compatible firm with high client and employee retention.   Brannon is a thought leader and author of several books within the accounting space, creating content that has been published by the AICPA and CPA Canada. In 2019 Brannon began Accounting Practice Academy™, a virtual workshop that helps accounting firm owners make more, work less and have fun while doing it. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Steven Covey encourages us to “begin with the end in mind” so take the time to work on your business following the proven Turnkey Business Plan for accounting professionals.  This hour-long training is exactly what you need to build the premier accounting, bookkeeping, tax business in your area. Robert Siegfried, CPA is the CEO and Founder of The Siegfriend Group – a leading, national CPA firm. A longtime colleague and friend of Brannon’s, Rob grew his practice from a startup firm to one with over $100 million in revenue while maintaining primary control. He’s shared his methods with us and we want to share them with you. - Get the Firm Growth Guide Now Now you're ready to receive your “Business Score” with an initial valuation of your company.  See how the 8 drivers that determine the value of a business apply to your company and what can be done to remove any risks that currently exist.   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  

Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht, the podcast for owners of accounting businesses and accounting professionals. Today, Ben Risser, the visionary behind Provident Financial Services, joins Roger to share his unique path from aerospace engineering to becoming a highly sought-after fractional CFO. Here are the main themes from the episode. The Multifaceted Role of a CFO: Ben sheds light on the critical importance of CFOs in working alongside business owners. He emphasizes the role of CFOs in ensuring financial clarity, fostering growth, and managing cash flows efficiently.  Transitioning Careers: Hear about Ben’s remarkable journey from the world of aerospace engineering to real estate, and finally to finance, where he has made a significant impact. Ben’s story is a testament to the power of transferable skills and the importance of financial intelligence in any industry. Financial Intelligence for Small Businesses: Roger and Ben discuss why clear reporting and a deep understanding of a company’s financial trajectory are non-negotiable for small businesses.  The Evolution of Financial Roles: Roger and Ben explore the shift from traditional compliance roles in finance to more advisory positions. Ben discusses how this evolution affects businesses and the growing need for financial education among executives. Support Systems: The significance of family support and the impact of personal relationships on professional success form a heartwarming part of Ben’s story. It’s a reminder of the human element in the cutthroat world of business and finance. A Non-Traditional Path to CFO: With no formal accounting training, Ben’s approach to the CFO role is unconventional yet incredibly effective. This segment is particularly inspiring for those feeling constrained by their current career paths or educational backgrounds. Conclusion: Ben Risser’s journey is a compelling narrative of career evolution, overcoming personal challenges, and the undeniable importance of financial literacy and strategic management in today’s business landscape. Whether you’re an aspiring CFO, a business owner, or simply someone interested in the transformative power of financial intelligence, this episode offers rich insights and inspiration. Tune in to gain a deeper understanding of the financial intricacies that drive business success and the human stories behind them.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Ben is offering his free guide "From Sales to Equity: What your financial statements are trying to tell you about your business"  Get your copy now: www.providentfinancialservicesltd.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 fractional CFO services with Ben Risser.