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Building the Premier Accounting Firm

Latest episodes

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Dec 4, 2024 • 45min

Developing Your Blueprint for a Leading Accounting Firm w/ John Hewitt

Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht. This episode features special guest John Hewitt, a leading strategist in building accounting firms from the ground up. Join us as he shares his wealth of knowledge in business development to guide you in transforming your accounting practice into a leading firm. Main Highlights: Understanding the Landscape: John provides expert insights into the current accounting industry, highlighting what sets a premier firm apart from the rest. Strategic Planning: John shares his perspective on setting clear goals and developing strategic plans that align with a vision for growth and excellence. Client-Centric Approach: Roger and John emphasize focusing on client needs and building long-lasting relationships that drive success. Innovation and Technology: John discusses the role of technology in modern accounting and how to leverage it for efficiency and competitive advantage. Team Development: Roger and John explore the importance and process of cultivating a skilled and motivated team to support your firm’s objectives. Brand Building: Discover John’s strategies for establishing a strong brand identity that resonates with your target audience. Join Roger Knecht and John Hewitt as they offer expert advice and actionable insights to help you elevate your accounting practice to premier status. Whether you’re a seasoned accountant or new to the field, this episode is your roadmap to success in the accounting industry, enriched by John Hewitt’s wealth of experience. If you’re feeling curious about starting your own firm, or want help implementing some of John’s strategies at your practice, call 435-344-2060 to connect with Universal Accounting Center’s team of experts.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: John has been kind enough to offer you a complimentary copy of his book “iCompete”  Go here to take advantage of this opportunity:  https://loyaltybrands.com/ https://www.amazon.com/iCompete-Extraordinary-Strategy-Winning-Yours/dp/1682610063 And for fun, here’s an MP3 version to enjoy: https://www.dropbox.com/s/fgtg7c921bsdvii/iCompete_%20How%20My%20Extraordinary%20Strategy%20for%20Winning%20Can%20Be%20Yours.mp3?dl=0   Also, now is the time to become a skills tax professional, offering quality tax planning & preparation services.  See now what you can do to become a Professional Tax Preparer, PTP   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.     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  
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Dec 2, 2024 • 39sec

This Week on BPAF : John Hewitt

Join us this Wednesday for a new episode where Roger discusses exponential growth with John Hewitt 
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Nov 30, 2024 • 53min

Rewind : The Riches are in the Niches to Build a Multi-Seven Figure Accounting Business with Jody Grunden

Join us as we revisit this conversation from 2020! Imagine starting the business using your personal line of credit, having employees that make more than you and then one day it takes off.  The decisions made to offer unique services in a specific industry actually help you stand out and grow your business.  You may hear it often to focus on a niche, but does it really pay off, for Jody it did, and he’ll share how and why. Building a large accounting firm offering quality services that bring value to the client is something he’s been doing for years.  Listen in and hear how this can apply to your business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Jody Grunden, CPA   Jody is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services for creative agencies as well as one of the largest Virtual CFO firms in North America. He’s also an industry speaker and a published author. Author of Digital Dollars and Cents, Jody literally wrote the book on helping digital agency owners create a financial roadmap to success.   Summit CPA Group is a fully distributed accounting firm with a non-traditional approach to accounting providing Virtual CFO Services, 401(k) Audits, and CPA Firm Augmentation. Operating under a profit-focused model, Summit CPA uses dynamic forecasting and key performance indicators with their clients to help them transcend their focus from simply “being in the black” to longer-term financial health and wealth. With the mission statement, “Changing the way people think about accounting,” the next big step for the Summit CPA Group is to help make this level of service a norm rather than an exception within other accounting firms.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get your FREE copy of the e-book “in the BLACK, nine principles to make your business profitable” to work ON your business.  Apply these principles and then take them to your clients as their trusted advisor.  Get you copy HERE Now! In Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, Jody Grunden helps startup founders and company owners dive deep into the financial side of the business.   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
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Nov 27, 2024 • 43min

Client Engagement and Go-to-Market Strategies w/ Michael Haynes

Welcome to another exciting episode of Building the Premier Accounting Firm with Roger Knecht. In this episode Roger highlights the journey of Michael Haynes from corporate roles to supporting small and medium-sized businesses, focusing on effective go-to-market strategies and customer engagement for accounting firms. The discussion provides actionable insights for business owners in bookkeeping, accounting, and tax services, emphasizing the importance of understanding client needs and fostering strong relationships. Key Highlights: How Michael Started in B2B: Transition from corporate roles to aiding small businesses. Insights gained from volunteering in Peru, emphasizing simplicity and customer care. Understanding Client Needs: Importance of tailoring services to small businesses that lack large corporate resources. Necessity for firms to understand decision-making processes of ideal B2B clients. Go-to-Market Strategies: Comprehensive client acquisition and retention plans. The “buyer AIR driven go-to-market framework” focusing on content creation, micro events, and strategic collaborations. Customer Engagement: Utilizing webinars, Q&A sessions, and collaborations to build trust and authority. Importance of client interviews and workshops for gathering insights. Client Relationship Management: Emphasis on post-transaction management and tailored onboarding. Understanding customer acquisition costs and lifetime value for resource allocation. Effective Listening: Critical for understanding firm dynamics and market conditions. Encouragement for accountants to inquire more about clients’ business models. Critique of Marketing Strategies: Importance of prioritizing client needs over tactical marketing. Urging a business plan focused on exceptional service. Inspiration and Networking: Michael shares transformative experiences from South America. Promotion of networking and learning opportunities through GrowCon and Universal Accounting’s resources. This episode provides essential strategies for small accounting firms to thrive by adopting customer engagement techniques from larger corporations, ultimately positioning themselves as trusted advisors.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: My B2B Go to Market Playbook for SMB Professional Service Firms. It is a free download that is available at https://listeninnovategrow.com/sme-playbook/ 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  
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Nov 25, 2024 • 31sec

This Week on BPAF : Michael Haynes

Join us this Wednesday for a new episode where Roger discusses Client Engagement and Go-to-Market Strategies with Michael Haynes.  
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Nov 23, 2024 • 51min

Rewind : From One to Many, the M&A Approach to Growing an Accounting Business with Alan Long

Join us as we revisit this conversation from 2020! At first Alan planned to become a Veterinarian but that quickly changed, and life took him on another path to become a very successful owner of a large accounting firm.  After struggling his first year in business he has now built a multi-office firm through various mergers and acquisitions.  Listen to Alan and Roger discuss the 4 non-negotiables to move forward with a possible new partner.  Hear what Alan says is the biggest challenge and also the important lesson he learned in his youth that still applies today. Alan is a down to earth person that helps us remember that accounting is fun.  Whether it be a good bed side manner or a confessional with a client he points out that this always will be a people business.    Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Alan Long, CPA, CITP, CGMA & Baldwin CPAs, PLLC, Managing Member Alan Long is Baldwin CPAs Managing Member with over 40 years of experience in the firm. Alan has extensive experience in auditing and has served on multiple boards for various organizations and associations related to peer review and auditing standards. He currently serves as a member of the American Institute of Certified Public Accountants (AICPA) Auditing Standards Board.   He’s an AICPA instructor, and serves on numerous boards within the accounting profession and the community. When he is not involved in giving back to the industry or community, Alan enjoys spending time fishing and hunting in the great outdoors.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get your FREE copy of the e-book “in the BLACK, nine principles to make your business profitable” to work ON your business.  Apply these principles and then take them to your clients as their trusted advisor.  Get you copy HERE Now! Remember this, if it’s about accounting its 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
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Nov 20, 2024 • 49min

Empowering Women Entrepreneurs: Jamie Van Cuyk’s Guide to Mastering Hiring and Leadership

This insightful episode of Building the Premier Accounting Firm delves into the journey and expertise of Jamie Van Cuyk, a hiring consultant dedicated to empowering women small business owners. With a robust background in leadership, Jamie transitioned from corporate operations to consulting, focusing on refining her hiring and leadership skills. The discussion centers around her mission to improve hiring processes, ensuring alignment with team dynamics and management styles, which she also explores on her podcast, “Growing Your Team.” Key Highlights: Jamie’s Background: With over 15 years of experience in leadership, Jamie shares her transition from corporate operations to becoming a consultant. Her focus is on aiding small business owners in overcoming hiring challenges that lead to ineffective teams. Passion for Consulting: Roger and Jamie explore her shift from managing accounts and participating in mass hiring to discovering a passion for consulting, particularly in refining hiring practices for small businesses. Challenges for Women Entrepreneurs: The episode highlights societal pressures faced by women entrepreneurs, including the need for flexibility due to family commitments and biases related to age and gender. Overcoming Self-Perception Issues: Advice is given on overcoming self-doubt and improving client positioning, emphasizing the importance of self-awareness and attracting clients who value expertise. Roger offers advice for dealing with Imposter syndrome, encouraging confidence based on skill. Structured Hiring Process: A detailed interview process is outlined, beginning with defining an ideal candidate profile and crafting effective job postings. Emphasis is placed on focusing on skills over passion during interviews, especially for small businesses. Interview Stages and Personality Assessments: The recommended process includes two interview stages and the use of personality assessments to ensure a comprehensive understanding of candidates. Challenges in the Accounting Profession: Specific hiring challenges in accounting are discussed, highlighting the need for careful screening due to limited training resources in smaller companies. Join us as we explore Jamie Van Cuyk’s insights and strategies for successful hiring, leadership, and overcoming the unique challenges faced by women entrepreneurs. For more information on how you can start or grow your business, including certification training for bookkeeping and tax preparation, call 435-344-2060 to connect with Universal Accounting Center’s team of expert mentors and coaches.   Sponsors:   Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Check out her on-demand free webinar series: How to Find Employees Who Are Worth Their Paycheck Link: https://growingyourteam.com/worththeirpaycheck   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 (CAS - Client 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. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   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.  Register to attend GrowCon and 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  
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Nov 18, 2024 • 39sec

This Week on BPAF : Jamie Van Cuyk

Join us this Wednesday for a new episode where Roger discusses recruiting and hiring with Jamie Van Cuyk
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Nov 16, 2024 • 35min

Rewind : Cost Segregation, a Unique Specialized Service for Accounting Firms with Robby Romero

Join us as we revisit this conversation from 2020! In an effort to find ways to stand out within the accounting profession it’s important to consider specialty services.  Offering such services positions you as an expert and brings clients directly to you.  Consider Cost Segregation and what that may mean to the businesses in your area.  This is a service that can benefit more than you may think.  Listen and Roger explore this and open your mind to the possibilities.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Robby Romero, MBA Recent MBA graduate from Westminster College, Robby has over 15 years of sales and management experience. He currently runs sales for Cost Segregation Consultants, LLC. Where he markets to CPAs so they can refer engineering-based, tax savings tool to companies that have acquired, renovated, constructed, or expanded real estate to reduce current income tax liabilities by accelerating depreciation deductions for qualifying components, thus taking advantage of the time value of money.    Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Cost Segregation Consultants is a branch of a CPA firm that employs an in-house cost estimator and CPAs, providing the necessary foundation for quality studies that pass IRS audit. Out of 4,000 studies, only eight have been audited with zero changes.   Offers: Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are must have additions to every accountants library to provide the value clients look for 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 Visit our Robby’s website to learn more about cost segregation and be sure to call for a free CPE/lunch for a quote.   Remember this, If it’s about accounting, its 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
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Nov 13, 2024 • 52min

Revitalize Your Business Passion: Tanya Fox’s Five-Step Blueprint for Success

Join Roger Knecht, president of Universal Accounting Center, as he delves into the world of successful accounting firms with Tanya Fox, an accountant since 1998 and author of “How to Collaborate" on this exciting episode of Building the Premier Accounting Firm. This episode explores Tanya’s five-step framework for reigniting entrepreneurial passion and enhancing profitability through effective collaboration. Main Themes: Tanya’s Entrepreneurial Journey: Inspired by a love for cash registers, Tanya transitioned from working for the Canadian government to launching her own firm. Her entrepreneurial spirit is mirrored in her daughter’s ambition to run a salon, highlighting a shared desire to escape corporate constraints. Collaboration as a Business Tool: Tanya’s book emphasizes collaboration as a means of business growth, drawing from her own experiences of bartering due to cash flow challenges. She transitioned from solo work to fostering partnerships, stressing the importance of genuine engagement over immediate sales tactics. A preview of her Five-Step Framework for Business Revitalization: Step Back and Analyze: Use financial reports to identify issues. Define Your True Goals: Clarify personal success, balancing work-life and financial needs. Assess Feasibility: Evaluate if current business models require a pivot. Writing and Publishing Insights: Tanya shares the challenges of writing her book, aimed at low-income entrepreneurs, and overcoming publisher rejections. Introduces “anger journaling” to identify team role mismatches, boosting morale and productivity. Creating a Positive Work Environment: Address team issues through humor and recognition, using a recognition board to strengthen collaboration. Tough decisions, like letting go of non-fitting members, are vital for team health. Evolving Definition of Success: Tanya reflects on valuing time with family and helping others celebrate their achievements, advocating for resources that support unconventional thinking. Tune in to discover how Tanya’s framework can help breathe new life into your business and foster meaningful collaborations. For more information on how you can start your accounting firm like Tanya did, call 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: People can grab copies of my book “How to Collaborate”: https://www.foxtalksbusiness.com/book   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 (CAS - Client 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. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   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.  Register to attend GrowCon and 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  

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