# Universal Accounting > Accounting, Bookkeeping & Tax Training ### How to Stop Bottlenecks at Your Accounting Firm – Jen Hamilton Operational bottlenecks are one of the most common but overlooked problems that accounting firms face. As firms grow, complexity increases, teams expand, and processes begin to break down—unless there are systems in place to manage them. In this episode of Building the Premier Accounting Firm, Roger Knecht is joined by Jen Hamilton, a seasoned Fractional COO, to break down how firms can identify and eliminate operational obstacles that hinder growth and profitability. Whether you're a solo CPA or managing a multi-person team, this conversation will help you better lead, scale, and optimize your accounting practice. Meet the Expert: Jen Hamilton, Fractional COO Jen Hamilton is the founder of Hamilton COOs and a former CPA who began her career at PricewaterhouseCoopers. While her roots are in accounting and auditing, Jen's real passion lies in operations and leadership. She brings a rare blend of financial acumen and team-building skills, honed through years of consulting in both the business and education sectors. “I really enjoyed the opportunity I had to grow my team, help them be efficient, train them well. Seeing them successful really was something that got me very, very excited,” Jen shares. As a Fractional COO, she helps firms structure their operations, manage people more effectively, and create systems that drive long-term success. The Real Cost of Inefficiency: Why Operations Matter More Than Revenue While many firms focus on driving revenue, Jen and Roger agree that the key to sustainable profitability lies in operations. “Revenue is vanity. Profit is sanity,” says Roger, emphasizing that operational efficiency—how well your team works and how streamlined your processes are—is where true profits are realized. Jen adds, “Your main expense is your team. So unlike manufacturing, where you make the machinery work more efficiently, here it’s about having your team be more productive.” Focusing on operations, especially as firms grow, helps eliminate waste, reduce burnout, and increase client satisfaction. Team Motivation as a Profit Driver One of the most insightful segments of the episode revolves around team motivation. Jen highlights that leaders need to understand what personally drives each team member, whether that’s time off, financial rewards, recognition, or altruism. “It’s just like marketing,” she explains. “What does your team care about? Just like you would ask your client, ‘What’s the goal they want?’” Roger categorizes motivation into four main types: Time – Individuals value flexibility or days off Money – Financial incentives resonate Recognition – Appreciation and public acknowledgment matter Altruism – A smaller group, driven by mission and meaning Understanding these drivers allows firm leaders to better structure incentives, avoid burnout, and retain top talent. Warning Signs: When It’s Time to Fix Operations Many accounting professionals find themselves overwhelmed as they add new clients and team members. Jen points out that operational issues often start small but compound over time. “When you feel like, ‘I don’t know what’s happening with my client,’ you’re missing metrics. You’re missing some check-ins or reports to just understand what is happening,” she warns. From missing KPIs to inconsistent service delivery, these are signs that it’s time to formalize your processes using SOPs, metrics, and team accountability tools. How to Regain Control Without Micromanaging Delegation is essential, but letting go too much can lead to drift. Roger shares how, after stepping back, he discovered some delegated systems had gone off track, losing their original intent. Jen recommends the “trust and verify” approach: have regular check-ins, recalibrate, and engage your team with curiosity instead of criticism. “Even if they’re proposing a new process, ask, ‘Tell me more—why is this the current process?’” she advises. “You might be pleasantly surprised they’re doing something you wouldn’t have thought of.” Top Bottlenecks to Eliminate Today Jen identifies three critical types of bottlenecks every accounting firm should evaluate: Centralized Decision-Making – When too many decisions must go through a single leader, it slows everything down. Poor Handoffs – Friction arises when tasks move between departments, such as sales to service or service to billing. Duplication and Accountability Gaps – Either multiple people are doing the same work or no one knows who’s responsible. These inefficiencies drain productivity and lead to missed client expectations. Roger adds that one way to spot bottlenecks is by stepping away from the business and seeing what breaks in your absence. “Leave for a day or a week,” he says, “and when you return, take note of what couldn’t move forward without you.” Developing Emerging Leaders in Accounting Firms Jen explains that many professionals are promoted based on technical ability, but leadership requires a completely different skill set. Without intentional training, new leaders may struggle. “It’s a misnomer that just because I was good at doing this means I can teach someone to be good at this,” she explains. She recommends mentoring, investing in soft skills development, and creating intentional leadership pipelines within firms. Quarterly conversations and clear expectations can accelerate leadership growth. Six Operational Focus Areas for Long-Term Success Jen wraps the discussion by introducing her six core operational pillars that every firm should focus on: Strategic Planning – Set clear annual and quarterly goals Leadership Alignment – Ensure leaders embody the firm's mission and values Team Accountability – Define roles, track performance, and align team goals Client Experience – Deliver consistency and occasional “wow” moments Cash Flow and Profitability – Focus on high-margin services and client efficiency Revenue Development – Monitor conversion rates and adjust marketing based on performance “If you have those things strong in your operations, you can weather all storms and grow,” Jen states. Final Thoughts This episode is packed with insights for accounting professionals ready to optimize operations, empower teams, and grow profitably. From motivation strategies to systematizing success, Jen Hamilton delivers a roadmap any firm can follow. To get all these insights and more, listen to the full episode of Building the Premier Accounting Firm and take the next step in optimizing your firm. Offers: Sign up to attend Jen's free monthly CEO & COO roundtables to learn from other professional services firm owners and leaders and share practical ways they have used to overcome common challenges in running a firm. Sign up here: https://www.linkedin.com/company/hamilton-coos/events/ They have amazing discussions and education around how accountants can live their values through their work, creating and being the change you want to see in the world. All of their offerings are free. 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 ### From Broke to Millions: The Mindset Shifts That Tripled His Income in 30 Days - David Neagle What separates entrepreneurs who barely scrape by from those who build seven-figure businesses? According to David Neagle, it’s not just strategy or education, it’s mindset. In a powerful episode of Building the Premier Accounting Firm, host Roger Knecht sits down with David Neagle to explore how a shift in thinking turned his life around in just 30 days, and how other entrepreneurs can do the same. Meet David Neagle: From Dock Worker to Global Success Coach David Neagle is a bestselling author, international speaker, and founder of the multi-million-dollar consulting company Life Is Now, Inc.. He’s worked alongside legends like Bob Proctor and Tony Robbins, and has coached thousands of entrepreneurs across the globe. But David’s journey didn’t begin with influence or wealth. In fact, it started in crisis, living on food stamps, deeply in debt, and working a dock job he hated. The Turning Point: A Near-Death Experience That Sparked a New Life David’s transformation began in 1989 after a near-death experience during a water skiing accident on the Illinois River. Being one of only two people to survive going through a dam, he came out of that moment with a profound sense of urgency. “I was 24 years old. Five minutes before I was struggling for my life, I was having the time of my life,” David shared. “It made me realize that at any moment, this could all end and I wasn’t proud of how I was living.” That moment lit a fire. Something had to change. The Three Mindset Shifts That Changed Everything In one emotional night, after two years of financial struggle and personal shame, David broke down and asked for help. What came to him was a simple but powerful internal message: “Change your attitude.” He identified three shifts: Act like you love what you do – even if you don’t… yet. Do every task to the best of your ability – regardless of recognition. Treat people with total respect – including those you might be tempted to judge. Remarkably, within just 30 days of applying these principles, David’s income tripled. “I went from $20,000 a year to $62,000. And I didn’t even know anybody making that kind of money at the time,” he said. Breaking Free from the Worker Mindset A key theme of the conversation was the “worker mindset”—the belief system rooted in limitation, scarcity, and a need for permission. David grew up hearing that life meant grinding through jobs you didn’t like, staying in your lane, and doing only what you were told. “People are waiting for someone to promote them,” David explained. “But in business, you have to promote yourself. You have to start at the top by declaring who you are.” This idea—that you are your own authority—became the bedrock of his entrepreneurial philosophy. Sales First: The Non-Negotiable Skill for Entrepreneurs For David, sales is the number one priority for business owners. “Sales is the foundational skill in every business,” he said. “If you can’t sell, you can’t afford to scale. But once you master sales, everything else becomes easier.” He emphasized that sales either directly generate revenue or free up others to do so. “Nothing happens until you make a sale,” Roger echoed. “You can be amazing at what you do, but unless someone’s paying you, it doesn’t matter.” Document. Duplicate. Delegate. — How to Grow a Real Business Transitioning from a solopreneur to a business owner requires more than hustle. It requires systems. David and Roger discussed the power of documenting processes, duplicating them through training, and delegating to capable team members. “This is how you move from being just a technician to becoming the orchestrator of your business,” Roger explained. “Once you've documented and duplicated, you can delegate with confidence.” David added that once he created a shared vision with his team and gave them the freedom to thrive, the results transformed both his business and his culture. Charge What You're Worth: Self-Worth and Pricing Strategy David also spoke candidly about undercharging early in his business. “I was charging $495. I raised it to $15,000 and hit $50,000 a month within two weeks,” he recalled. “That change wasn’t about tactics—it was about self-worth.” He coaches clients to evaluate their pricing not based on fear or market averages but on the value they truly deliver. “You don’t have to justify your income to yourself or anyone else,” he said. The Role of Accounting in Scaling a Business David credits his accountants and bookkeepers with playing a critical role in the financial stability of his company. “When my bookkeeper said, ‘I can tell you exactly how much you need to be earning now to avoid problems six months from now,’ it blew my mind,” he said. “That insight changed everything for me.” With forward forecasting, clear KPIs, and strong financial systems in place, David was able to make strategic decisions with confidence. Final Thought: Success Starts with Self-Authority As the conversation closed, David offered this advice to entrepreneurs and professionals alike: “You are your own authority. You don’t need permission to get paid what you’re worth or to give your best advice. When you step into that, your whole life changes.” Offers: Download 'You Were Born to Be A Success' PDF by David: https://trainings.davidneagle.com/op/born-a-success-social/ They have amazing discussions and education around how accountants can live their values through their work, creating and being the change you want to see in the world. All of their offerings are free. 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 ### Master Your Small Business Profit Margins: 4 Essential KPIs You Can’t Ignore - Ahuva Gruen In today’s dynamic business landscape, hiring a Fractional CFO has become a game-changer for small and mid-sized companies looking to scale without the full-time cost. A Fractional CFO provides high-level financial expertise on a part-time basis, helping entrepreneurs make data-driven decisions, optimize their operations, and ultimately boost profitability. Ahuva Gruen’s Journey: From Early Entrepreneurship to Fractional CFO Before Ahuva Gruen ever held a CPA designation, she was an entrepreneur at heart—selling candy door-to-door and cutting hair in her neighborhood. With an accounting degree and years in corporate finance, she sharpened her skills as a CFO at several firms. When COVID-19 hit, Ahuva seized the moment and launched her own fractional CFO practice, combining strategic advisory with deep operational know-how. Bookkeeping vs. Tax Compliance vs. CFO: Clarifying the Tiers Not all accounting roles are created equal. Bookkeeping focuses on accurate data entry and clean ledgers. Tax compliance ensures you meet local, state, and federal requirements. A Fractional CFO, however, sits at the top tier—providing strategic guidance, forecasting, and financial planning to drive growth rather than just crunching numbers. The Four Ps Framework: A Blueprint for Profitability Ahuva Gruen advocates the “Four Ps”—People, Processes, Products/Services, and Profits—as the core pillars for a thriving business: People: Hiring the right team and maintaining strong client relationships. Processes: Streamlining workflows and leveraging the best software tools. Products/Services: Crafting pricing strategies that reflect true value. Profits: Analyzing margins and optimizing revenue streams for healthy cash flow. Pricing Your Services: Retainer Models and Client Boundaries Choosing the right pricing model is crucial. A monthly retainer offers predictability for both parties, while hourly billing can quickly become cumbersome. Ahuva recommends a three-month trial retainer to establish boundaries, set clear deliverables, and ensure both sides commit to results. Balancing Act: How Many Clients Can You Serve Effectively? Scaling a fractional CFO practice means striking the right balance. Too many clients dilute your impact; too few limit growth. Most seasoned fractional CFOs find that managing 6–10 retainer clients allows for deep engagement without burnout. Accountability in Action: Choosing the Right Engagement Cadence Regular check-ins are the backbone of successful implementation. Weekly calls keep momentum high, bi-weekly meetings allow for deeper analysis, and monthly reviews ensure strategic alignment. Select the cadence that matches each client’s needs and your capacity. Measuring Success: The Three Critical KPIs Revenue (Vanity Metric): Indicates top-line growth but can be misleading without context. Profit (Sanity Metric): Shows true financial health; growing profit is key. Cash Flow (Reality Check): The lifeblood of any business—ensure you have money in hand to operate and invest. Cutting the Fat: Identifying and Phasing Out Low-Profit Services Analyzing service profitability is non-negotiable. Ahuva advises classifying offerings by margin—services below a target threshold should be repriced or retired to free up resources for high-value work. Building Client Loyalty: Lifetime Value, NPS & Upselling Retain and grow clients by focusing on lifetime value. Use lead magnets—like Ahuva’s “Top 10 Business Mistakes” PDF—to demonstrate expertise, then upsell additional advisory services. Track satisfaction with Net Promoter Score to preempt churn. Must-Have Resources for Accounting Firms “Top 10 Business Mistakes” PDF Lead Magnet Red to Black: Nine Principles to Restore Profit (e-book) Your Strategic Accountant Guide These tools help position your firm as a trusted advisor. Conclusion: Action Steps to Elevate Your Accounting Practice Do What You Do Best & Delegate the Rest: Focus on strategic financial guidance; outsource transactional tasks. Embrace Accountability: Set clear cadences and KPIs; track progress relentlessly. Act Fast: Use the Four Ps framework to identify quick wins and long-term growth levers. Healthy profit margins stem from clear service tiers, focused diagnostic frameworks, disciplined accountability, and the right KPIs. Which of these approaches will you apply first? Share your plan in the comments, subscribe for weekly expert insights, and tune in to the full episode for a deeper dive into each of these proven strategies. Offers: Schedule a time to speak with Lera: https://www.accountabilityservices.com/discovery-meeting-advisory-accounting-firm/ They have amazing discussions and education around how accountants can live their values through their work, creating and being the change you want to see in the world. All of their offerings are free. 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 ### Top 5 CFO Services That Will CHANGE Your Accounting Firm's Profitability – Lera Kooper The CFO Shift in Modern Accounting In today’s rapidly evolving financial landscape, traditional accounting firms can no longer rely solely on tax preparation and compliance work. Business owners are seeking strategic partners who can provide ongoing insights, financial clarity, and proactive growth support. This shift has paved the way for CFO and advisory services to become a cornerstone offering for firms that want to remain competitive and increase profitability. This podcast episode of Building the Premier Accounting Firm takes a deep dive into how strategic CFO services are transforming firm operations and client relationships. The episode features Lera Kooper, a CPA and business advisor who has helped grow a scalable and profitable accounting firm through smart acquisitions, standardized advisory models, and a tech-enabled team. Meet Lera Kooper: The Strategic Force Behind a $3M Accounting Firm Lera Kooper started her career in accounting for practical reasons but quickly saw the limitations of traditional firm models. After experiencing frustration with how tax and accounting services were delivered, she reconnected with a former employer and formed a partnership focused on acquiring and scaling CPA firms. "I just realized I did not want to do another season the way that I currently was... So I reached back out to Dave," Lera shares in the episode. From there, she became an equity partner and helped grow the firm to 23 team members through a series of smart acquisitions and a strong advisory model. Their firm now operates under a unified brand and tech stack, allowing them to deliver consistent and scalable services across clients. This strategy not only improved operations but also positioned the firm to offer CFO services that provide recurring value to clients. Why Accounting Firms Must Offer CFO Services CFO and advisory services go beyond delivering financial statements or filing taxes. They equip business owners with actionable insights, scenario planning, and strategic direction. Lera likens it to a gym: "Good accounting is like having a gym membership... but actually showing up and using the equipment is where the magic happens." The value of CFO services lies in: Helping clients make data-driven decisions Providing monthly or quarterly financial guidance Offering cash flow forecasts and scenario planning Creating accountability and long-term strategy support By delivering these services, accounting firms move from being transaction-focused to becoming indispensable strategic partners. Top 5 CFO Services That Boost Profitability Lera outlines the core CFO services her firm offers that have both transformed client results and increased firm revenue: Financial Forecasting & Budgeting - “If you have goals, the only way you can target your resources properly is to plan for that,” Lera notes. Forecasting allows firms to create roadmaps for growth and profitability. Cash Flow Management - Monthly oversight of inflows and outflows gives business owners clarity and confidence, especially during uncertain times. KPI Tracking & Dashboard Reporting - By establishing measurable performance indicators, firms can help clients stay accountable and adjust strategies in real time. Business Coaching & Strategic Planning - Advisory is not just about data—it's about helping clients understand what to do with it. This involves scenario analysis and tactical planning. M&A and Exit Strategy Support - The firm supports clients preparing for business sale by collaborating with brokers, attorneys, and wealth planners to maximize valuation. Pricing CFO Services: What You Should Be Charging One of the major takeaways from the episode is how underpriced many firms are when delivering high-impact CFO services. "Typically, we're starting at about $1,200 a month," Lera shared. Roger pointed out that national averages range from $1,500 to $3,000, and in some cases $5,000 or more, depending on service scope and firm size. She adds, "We need to raise our prices after you're sharing that," highlighting a common issue among firms undervaluing their advisory work. The key to confident pricing lies in defining deliverables, productizing services like FP&A (Financial Planning & Analysis), and aligning fees with client outcomes. Building Scalable Advisory Services With the Right Tech Stack Acquiring firms with different processes and software might seem like a challenge, but for Lera’s team, it became a competitive advantage. "Honestly, the more of a mess it is, the better it is for us," she says. With a standardized tech stack and trained team, they can absorb firms quickly and apply consistent workflows across the board. This not only speeds up post-acquisition integration but also allows the firm to productize advisory services like FP&A and deliver consistent value regardless of team member. Final Thoughts: Build a Firm Clients Rely On Offering CFO services isn’t just about improving revenue; it’s about becoming a reliable partner that clients turn to when they face both opportunity and crisis. "When things are going well or more importantly when things aren't, we're the first person they call," says Lera. By embedding recurring advisory into client engagements, firms create long-term relationships built on trust, strategy, and shared growth. Listen Now: Top 5 CFO Services with Lera Kooper If you're an accounting professional or firm owner looking to scale, boost profitability, and deliver more meaningful services to clients, this episode is a must-listen. Tune in to hear how Lera Kooper turned strategic CFO services into a growth engine for her firm and learn how you can do the same. Listen to the full episode on Spotify, YouTube, or your favorite podcast platform. Offers: Schedule a time to speak with Lera: https://www.accountabilityservices.com/discovery-meeting-advisory-accounting-firm/ They have amazing discussions and education around how accountants can live their values through their work, creating and being the change you want to see in the world. All of their offerings are free. 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 ### Mastering Multi-State Remote Work: Essential Compliance Tips for Employers - Rhamy Alejeal Why Remote Work Compliance Is a Make-or-Break Issue As remote work becomes the norm, employers face a complex landscape of state-by-state regulations—from workers’ compensation monopolies to paid-leave mandates and break-time attestations. Ignoring these multi-state labor laws not only risks costly fines and lawsuits but also undermines team morale and retention. In this episode of the Building the Premier Accounting Firm podcast, HR veteran Rhamy Alejeal, founder of People Processes, delivers actionable strategies to master multi-state remote work compliance and build a legally sound, high-performing distributed team. Meet the Guest: Rhamy Alejeal, Founder of People Processes Rhamy Alejeal’s passion for HR ignited at age 13, when “I cold called people turning 65 to ask them to meet with my grandmother about Medicare”. After earning degrees in financial and labor economics, he built People Processes into a leading fractional HR provider. Today, his team serves hundreds of firms with fully outsourced HR departments—empowering small and mid-sized businesses, especially in accounting and finance, to scale by prioritizing people and compliance. Section 1 – The HR Imperative for Small Accounting & Finance Firms Even firms with just five to ten employees can no longer treat HR as an afterthought. As Rhamy explains, “as soon as you reach even five, eight, ten employees, the act of management and structure around the people becomes relatively time-consuming”. Without formal HR processes, accounting professionals waste leadership hours on transactional tasks—time that could be better spent serving clients and growing the business. Section 2 – Navigating the Multi-State Compliance Maze Remote work brings unprecedented geographic complexity. What worked in Tennessee won’t necessarily satisfy California’s mandatory sexual harassment training or New York’s unique leave requirements for military caregivers. Rhamy calls this “the booger of multi-state employment” and recommends: Centralized Compliance Tracking: Keep a single source of truth for workers’ comp regulations, break-time rules, and state-specific policies. Automated Policy Rollouts: Ensure every remote employee acknowledges and stores the latest compliance documents. Quarterly Compliance Audits: Proactively identify gaps in mandated training or policy coverage Section 3 – Tracking the Metrics That Matter Data-driven HR turns compliance into a strategic advantage. Key remote workforce HR metrics include: Time-to-Hire & Time-to-Fire: Measure how long it takes to bring on—and, if necessary, release—employees, then optimize accordingly. Payroll Incident Rates: Monitor miscalculations and missed new-hire entries to safeguard compensation accuracy. Performance & Grievance Tickets: Leverage incident logs and grievance data to spot trends and address issues before they escalate. Section 4 – Streamlined Onboarding & Offboarding for Remote Teams Onboarding and offboarding are powerful levers for ROI. By halving the time from “I need an associate” to “they’re hired,” firms accelerate productivity and save leadership hours. Rhamy highlights: Integrated Onboarding Modules: Embed decision-making frameworks and core values training from day one. Automated Fit Assessments: Trigger performance checkpoints within the first 60–90 days to identify early mismatches. Structured Offboarding Checklists: Capture institutional knowledge and reallocate tasks swiftly when an employee exits. Section 5 – Building a Scalable, Values-Driven Culture Culture is more than a buzzword—it’s the glue for distributed teams. Rhamy defines it as employees making “the same decision as Roger when Roger doesn’t have anything written down”. To embed core values like responsiveness: Define Behavioral Criteria: Translate each value into clear, judgeable actions. Automate Recognition: Surface success stories aligned with core values through peer nominations. Align Rewards: Tie values adherence to bonus programs and performance reviews. Section 6 – Unlocking Growth with Fractional HR Partnerships For many accounting and finance firms, a full-time HR department isn’t feasible. Fractional HR partnerships offer a cost-effective solution: “CPAs and CFOs can refer clients to outsourced HR services and become stickier to their clients while generating new revenue streams”. Benefits include: Expert Compliance Support: Access specialized guidance without the overhead of an in-house HR team. Enhanced Client Retention: Solve critical people and compliance challenges that keep clients loyal. Expanded Service Offerings: Strengthen your advisory role with a holistic approach to people processes. Key Takeaways & Next Steps Centralize Multi-State Compliance: Create a single dashboard for all state-specific regulations. Measure Return on Labor: Track time-to-hire, time-to-fire, payroll incidents, and performance grievances. Optimize Onboarding & Offboarding: Use automated modules and fit assessments to boost productivity. Embed Core Values: Define clear behaviors, automate recognition, and align rewards. Leverage Fractional HR: Partner with experts to scale HR services and elevate client loyalty. Ready to master multi-state remote work compliance? Listen to the full episode of Building the Premier Accounting Firm with Rhamy Alejeal for in-depth insights and real-world examples. Subscribe on your favorite podcast platform, share with colleagues, and visit People Processes to explore tailored HR solutions that help you stay compliant and scale with confidence. Offers: Elevate Your Services: HR Partnership Program for Finance Professionals: https://peopleprocesses.com/partnerprogram/ They have amazing discussions and education around how accountants can live their values through their work, creating and being the change you want to see in the world. All of their offerings are free. 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 ### Values Over Profit? The Accounting Paradox - Ingrid Edstrom In an era where automation and profit margins dominate accounting discourse, a quiet revolution is taking place—one rooted in values, relationships, and purpose. For accountants and tax preparers navigating an evolving industry, this shift isn’t just philosophical—it’s practical. In the latest episode of Building the Premier Accounting Firm, Ingrid Edstrom offers a refreshing and bold perspective on what it truly means to succeed in accounting today. Meet the Guest: Ingrid Edstrom, Priestess of Profits Ingrid Edstrom is not your typical accounting professional. She’s the Chief Empowerment Officer of Priestess of Profits, a consulting firm that blends financial strategy with human connection. Ingrid is a Woodard Certified Business Coach, a Certified Positive Intelligence Coach, and the founder of the Accounting Alchemy Network. She’s been named among the Top 40 Under 40, Most Powerful Women in Accounting, and Top 100 ProAdvisors. But what makes her story unique is how she got here—not through traditional credentials, but by forging a values-based path grounded in service and authenticity. “I’m not a CPA. I’ve never taken a formal accounting class in college… and someone called me a thought leader. I just about hit the floor,” Ingrid recalls. “Then I realized, thought leaders are the ones making stuff up. That’s what makes them thought leaders.” Overcoming Impostor Syndrome: A Catalyst for Leadership Ingrid’s rise from a self-described outsider to a respected voice in accounting underscores a larger message: you don’t need to “fit the mold” to lead. Battling impostor syndrome, she reframed her doubt as a strength and leaned into her unique voice. Her advice? Stop waiting for permission. Leadership in accounting today comes from authenticity, not credentials alone. “What would it look like if we empowered everyone to get past their impostor syndrome and step into their thought leadership?” Building Client Loyalty Through Authentic Relationships Much of Ingrid’s business philosophy revolves around building real relationships—not just managing transactions. For her, accounting is fundamentally about connection. “Accounting is more than numbers—it is still a people’s business.” Ingrid emphasizes that the best client relationships are reciprocal, not just service-based. She encourages accountants to choose clients they genuinely enjoy working with and to lead with empathy and generosity. “If we’re hiding behind a professional veneer… then we don’t have any deeper relationships. We need to treat each other as humans first.” Niching with Intention: A Strategic Game-Changer One of the most tactical parts of Ingrid’s journey is how she grew her practice by niching into the tourism industry. She didn’t choose this niche by accident—she chose it after identifying her ideal client and intentionally designing her services around that profile. “I decided to niche in the tourism and activities industry because I cloned my favorite client… I sat down and interviewed him about what worked.” This focus paid off, generating speaking invitations and long-term referrals. Even when COVID temporarily disrupted the tourism sector, her previous investments in niche authority brought clients back organically. The Values vs. Profit Paradox At the heart of the episode lies a powerful question: can you build a thriving business without compromising your values? Ingrid challenges the idea that profit must come at the cost of integrity. She redefines sacrifice not as giving something up, but as making something sacred. “If we continue to sacrifice our values on the altar of profit, that perpetuates an unhealthy world.” By leading with values, she’s built a business that is sustainable—not just financially, but emotionally and relationally. Accounting as a Vehicle for Positive Change Ingrid believes the accounting profession is poised to be a force for good—if professionals are willing to shift their mindset. “True security is not financial, true security is relational… That is our true economy.” Through her Accounting Alchemy Network, she’s encouraging professionals to think beyond numbers and redefine success to include well-being, integrity, and impact. Key Takeaways for Accountants and Bookkeepers Impostor syndrome is common—but it’s not a reason to hold back. Leadership begins with authenticity. Niche with purpose. Specializing helps you attract the right clients and build authority. Relationships matter more than transactions. Long-term client loyalty stems from genuine connection. Live your values. Sustainable business comes from alignment, not compromise. Redefine success. Move beyond revenue metrics to build a meaningful practice rooted in community. Listen, Learn, and Lead Differently This episode is a must-listen for any accounting professional tired of the same old growth strategies. Ingrid Edstrom’s journey shows that it’s possible—and powerful—to grow a business without sacrificing who you are. Listen to the full episode of Building the Premier Accounting Firm now and discover how values can be your most valuable asset. Offers: Check out the Accounting Alchemy Network at http://AccountingAlchemy.net They have amazing discussions and education around how accountants can live their values through their work, creating and being the change you want to see in the world. All of their offerings are free. 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 ### How to Negotiate Like a Pro: Key Fundamentals & BATNA Explained - Mark Herschberg Imagine adding an extra $10,000 to your next deal simply by asking the right questions. In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes MIT?educated career strategist Mark Herschberg, author of The Career Toolkit, to unpack the negotiation fundamentals and BATNA strategies that deliver these kinds of results. Meet the Guest: Mark Herschberg Mark Herschberg blends academic rigor with real?world savvy. As an MIT lecturer and the mind behind The Career Toolkit, he has helped Fortune 500 companies and startups alike sharpen their hiring, leadership, and negotiation processes. His deep dive into negotiation skills offers accountants actionable frameworks for boosting fees, closing contracts, and advancing their careers. Why Negotiation Matters in Accounting Accountants often focus on past performance for example filing returns and balancing ledgers. But the most valuable advisers look forward, helping clients shape future opportunities. “Let’s face it, tax season is about the past… But the most valuable advisers aren’t stuck in the past; they’re helping clients build the future.” Mastering negotiation skills and negotiation techniques elevates you from compliance expert to strategic partner—whether you’re discussing client engagements, vendor agreements, or your own compensation. Fundamentals of Effective Negotiation 1. Preparation & Goal Setting Research counterpart needs and constraints. Define clear objectives and minimum acceptable terms. 2. Active Listening & Clear Communication Break down vague requirements. As Mark asks, “Strong communication skills… what the heck does that mean?” Translate soft skills into measurable tasks (e.g., succinct emails, persuasive presentations). 3. Anchoring & First Offers Set the negotiation range with a well?placed opening figure. 4. Calibrated Questioning & Planned Concessions Use targeted questions to uncover priorities. Offer concessions framed as mutual gains. Deep Dive: Crafting a Rock-Solid BATNA Your BATNA—Best Alternative To a Negotiated Agreement—anchors your power. Identify and develop your walk-away options so you never accept less than your minimum. “BATNA stands for Best Alternative To a Negotiated Agreement.” Proven Tactics for Win-Win Outcomes Expanding the Pie: Shift from fixed-sum thinking to collaborative value creation. “Negotiating isn’t a zero-sum game… by expanding the pie, everyone can get more value, even that extra $1,000.”  Strategic Concessions: Offer each concession as a benefit to the other party. Framing & Reframing: Recast challenges as mutual opportunities for gain. Actionable Takeaways & Next Steps Audit Your BATNA: List and strengthen your alternatives before entering talks. Define Soft Skills: Convert vague strengths into concrete, assessable tasks. Practice Role-Plays: Rehearse critical conversations with peers or mentors. Anchor Early: Use the first offer to set favorable boundaries. Adopt a Win-Win Mindset: Focus on creating value rather than splitting a fixed pot. Conclusion & Call to Action Ready to stop leaving money on the table? Listen to the full Building the Premier Accounting Firm episode for deeper insights, live demos, and expert negotiation strategies tailored for accounting professionals. Subscribe now and share your toughest negotiation scenario in the comments. Offers: Get the free Brain Bump app at https://brainbumpapp.com and a number of free resources at https://www.thecareertoolkitbook.com/resources  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 ### Nonprofit Bookkeeping Secrets: The 3 Software Tools You Didn’t Know You Needed - Jeremy Van Groll Nonprofit organizations face unique bookkeeping challenges—ranging from tracking donor-restricted funds to producing compliant financial reports that satisfy boards and grantors. Without specialized systems in place, finance teams often spend countless hours reconciling data across spreadsheets and CRM platforms, delaying critical insights for decision-makers. In this article, drawn from Jeremy Van Groll’s podcast episode “Nonprofit Bookkeeping Secrets: The 3 Software Tools You Didn’t Know You Needed,” you’ll discover exactly how to streamline your nonprofit’s bookkeeping by niching into nonprofit accounting and leveraging three essential software tools. By the end, you’ll understand why focusing on nonprofit bookkeeping isn’t just a “nice to have” but a strategic way to add value, command higher fees, and position yourself as a mission-driven expert. Meet Jeremy Van Groll Jeremy Van Groll began his career as a corporate accountant at a mid-sized firm, managing general ledger reconciliations and month-end closes. When his company was acquired, he found himself with a “financial runway” that allowed him to consider alternative career paths. Inspired by his wife’s role within a local nonprofit and noticing the gaping need for dedicated bookkeeping support in mission-driven organizations, Jeremy took the leap—leaving his stable corporate position to launch a nonprofit-focused bookkeeping firm. With over five years of experience serving NGOs and charitable entities, he has guided dozens of clients through fund accounting, audited financial statements, and best-practice internal controls specifically designed for nonprofit operations. Jeremy’s journey—from corporate cubicle to nonprofit champion—makes him uniquely qualified to share actionable strategies on niching into nonprofit accounting and adopting the right software stack. Why Niche into Nonprofit Accounting Niching into nonprofit bookkeeping provides clear advantages for accountants and bookkeepers who want to stand out in a crowded marketplace. Jeremy emphasizes three primary benefits: Reduced Competition & Clearer Marketing Message: When you specialize in “nonprofit bookkeeping,” you no longer compete directly with every general-practice bookkeeper. Your website, LinkedIn profile, and marketing collateral can use targeted keywords—such as “nonprofit fund accounting,” “IRS Form 990 preparation,” and “donor-restricted funds tracking”—to rank higher in search results. Deeper Client Trust & Higher Fees: Nonprofit leaders want to work with someone who understands their unique reporting requirements (e.g., Statement of Activities, Statement of Financial Position, functional expense reporting). By mastering nonprofit-specific terminology and demonstrating familiarity with grant-based revenue recognition, you position yourself as a value-added partner. Market Demand for Specialized Expertise: Many small to mid-sized nonprofits lack in-house financial personnel. When they Google “bookkeeper for nonprofits” or “nonprofit accounting expert,” your niche keyword optimization ensures you appear near the top. As Jeremy discovered, once you prove your expertise in areas like “board-restricted vs. donor-restricted funds,” referrals and word-of-mouth accelerate growth. By claiming the niche “nonprofit bookkeeping expert,” you distinguish your services, command premium hourly or retainer rates, and develop deeper client relationships. This specialization also unlocks SEO opportunities: writing blog posts and creating video tutorials around phrases like “QuickBooks Online nonprofit setup,” “Bloomerang QuickBooks integration,” and “Blackbaud grant tracking tips” will drive organic traffic over time. Tool #1: QuickBooks Online for Nonprofits QuickBooks Online (QBO) remains the foundational accounting software for countless small businesses—but when configured for a nonprofit, it becomes a powerful tool for fund accounting, donor-restricted fund management, and compliance reporting. Why QBO Is a Nonprofit’s Backbone Chart of Accounts by Fund: Create separate accounts or classes for each restricted funding source (e.g., “Program Fund A,” “General Operations Fund”). This enables clear segregation of donor-designated dollars. Statements of Activities & Financial Position: QBO’s built-in reporting templates can generate the Statement of Activities (akin to an income statement) and Statement of Financial Position (balance sheet). With the correct classes and locations assigned, these reports align with nonprofit reporting standards. Functional Expense Reporting: Nonprofits must categorize expenses by function—program, administrative, or fundraising. By tagging transactions using classes or tags, QBO can produce a functional expense report that complies with IRS guidelines and grantor requirements. Jeremy’s QBO Best Practices Set Up Classes (or Locations) Early: “When I onboard a new nonprofit client, I begin by setting up classes for each fund and location for each department,” Jeremy notes. This ensures every transaction is automatically mapped to the correct fund or department. Use Memorized Transactions: For recurring expenses (e.g., rent, utility bills, payroll expenses), memorized transactions reduce data entry time and ensure consistent categorization. Schedule Month-End Reconciliation: Jeremy blocks off dedicated time on the calendar after month-end to reconcile bank accounts, credit card statements, and any interfund transfers. Enable Nonprofit Library: QBO’s Nonprofit content library includes sample nonprofit budgets and templates—Jeremy recommends exploring these to standardize processes across multiple clients. By mastering these built-in features and integrating them into your workflow, you can quickly produce clean, audit-ready financials. Prospective nonprofit clients will appreciate your ability to “hit the ground running” because setting up QBO properly eliminates downstream headaches. Tool #2: Bloomerang CRM Integration Once QuickBooks Online handles the core bookkeeping, the next step is to automate donor data. Bloomerang, a leading donor-management CRM, syncs seamlessly with QBO—creating a centralized hub for fundraising analytics and reducing hours of manual data entry each month. Key Benefits of Bloomerang Integration Centralized Donor Profiles: Instead of downloading spreadsheets from gala events or capital campaigns, Bloomerang maintains a real-time database of donors, gifts, pledges, and communication history. Automated Gift Entry: Through the QBO connection, new gifts recorded in Bloomerang automatically post to the designated QBO income accounts—eliminating the need to manually re-key donor information. Real-Time Fundraising Analytics: Fundraisers and development directors can view campaign progress dashboards without waiting for month-end closes. Improved Data Accuracy: Automated field mapping reduces human errors (e.g., entering a $5,000 grant into the wrong fund). Jeremy’s Configuration Tips for Bloomerang Map Bloomerang Gift Categories to QBO Income Accounts: “I ensure that every Bloomerang gift category—general donation, event ticket, restricted grant—is mapped to its corresponding QBO account,” Jeremy says. This ensures revenue is accurately tracked by program or fund. Segment Donors for Targeted Campaigns: Use Bloomerang’s tags and segmentation features to group donors by giving level, event participation, or past engagement. This data can drive targeted appeal letters and stewardship campaigns. Schedule Regular Data Syncs: While the integration can be set to sync automatically, Jeremy recommends scheduling a weekly manual review in QBO to confirm that large gifts and major grants flow through correctly (especially when gift pledges are involved). Leverage Campaign Reporting: Bloomerang’s campaign reports allow accounting teams to see how much each campaign raised versus expenses logged in QBO—providing a quick ROI snapshot. By implementing Bloomerang alongside QuickBooks Online, you create a cohesive ecosystem where fundraising data and financial data “talk” to each other. This end-to-end integration accelerates month-end closes and helps your nonprofit clients make real-time decisions based on accurate donor metrics. Tool #3: Blackbaud for Advanced Grant Tracking For larger nonprofits or organizations with multiple grant sources, Blackbaud offers a robust suite of modules—designed to track grant awards, budgets, and constituent relationships at scale. Why Blackbaud Is Essential for Grant-Heavy Organizations Grant Module Setup: Blackbaud’s grant module allows you to record each grant award’s total amount, award period, and reporting requirements—then allocates revenue recognition over the grant’s lifecycle. Budget vs. Actual Comparisons: Track actual expenses against grant budget lines. If a program budget allocates $50,000 for “Community Outreach,” Blackbaud will compare actual spending to that line item in real time. Constituent Analytics: By combining donor profiles and grantor relationships, Blackbaud gives development teams insight into which foundations or corporate partners are most engaged. Audit-Ready Reporting: Blackbaud’s robust reporting engine can produce auditors’ reconciliation reports, grant compliance worksheets, and donor acknowledgment summaries. Jeremy’s Recommendations for Blackbaud Implementation Select Modules Based on Client Size: “I typically recommend Blackbaud’s Grantmaking module for nonprofits with at least $500,000 in annual grant revenue,” Jeremy explains. Smaller organizations may rely solely on QBO and Bloomerang until they reach that scale. Configure Fund Codes Consistently: Ensure that fund codes in Blackbaud match the class or location codes in QBO. This alignment is critical when running consolidated financials or generating combined statements. Automate Grant Award Journals: Blackbaud can post journal entries directly into QBO (or export them as .QBO files). Jeremy sets up a daily or weekly batch process to send Grant income entries into QBO automatically—minimizing manual intervention. Train Key Users on Reporting Dashboards: Beyond initial implementation, Jeremy holds monthly training sessions for finance directors and program managers to show them how to pull “Grant Budget vs. Actual” and “Grant Compliance” reports without relying on external consultants. By adding Blackbaud to the QBO + Bloomerang stack, you create a high-functioning, automated environment where fundraising, grant management, and accounting data coexist. This level of sophistication attracts larger nonprofits that require robust audit trails, making your bookkeeping practice both scalable and in demand. Best Practices for Integrating Nonprofit Software Combining QuickBooks Online, Bloomerang, and Blackbaud into a seamless workflow requires meticulous attention to detail. Jeremy’s top integration best practices include: Consistent Fund Labeling Across Platforms Use identical fund names (and corresponding codes) in QBO classes, Bloomerang gift categories, and Blackbaud fund codes. This consistency ensures that revenue recognized in each platform aligns when you produce consolidated reports. Regular Data Sync Schedule Automate nightly or weekly syncs between Bloomerang and QBO, and between Blackbaud and QBO. Verify large grants manually to catch timing differences (e.g., a $100,000 award posted in Blackbaud should match a restriction release in QBO). User Permissions & Access Control Grant limited access to development staff in Bloomerang—so they can enter gifts but not modify fund accounting codes. Likewise, restrict QBO administrator rights to your bookkeeping team to prevent accidental changes to classes or locations. Standardized Month-End Close Checklist Include tasks like “reconcile Bloomerang gift totals to QBO revenue accounts,” “verify Blackbaud grant award entries,” and “run functional expense report in QBO.” Having a checklist ensures nothing falls through the cracks. Documented SOPs & Training Materials Create step-by-step standard operating procedures (SOPs) for each integration point. For example, “When a new grant is awarded, client should notify the bookkeeping team to set up the fund code in QBO and Blackbaud, assign the correct budget lines, and configure the data sync.” Adhering to these best practices will minimize reconciliation issues, foster trust with nonprofit clients, and allow you to focus on strategic advisory work—rather than firefighting data inconsistencies. Leveraging Your Niche for Marketing & Client Acquisition Once you’ve mastered the software stack, the next step is to showcase your expertise and attract ideal nonprofit clients. Jeremy’s marketing insights include: Adopt Nonprofit-Specific Vocabulary Incorporate terms like “functional expenses,” “donor-restricted funds,” “IRS Form 990 compliance,” and “grantor reporting” across your website, blog posts, and LinkedIn profile. This not only signals expertise but also boosts your SEO for “nonprofit bookkeeping expert” searches. Share Case Studies & Success Stories Publish short blog posts or LinkedIn articles—titled “How We Helped Save 10+ Hours on Month-End Close for XYZ Nonprofit” or “Boosting Grant Renewal Rates by Improving Functional Expense Reporting.” Embedding screenshots of Bloomerang dashboards or QBO reports (with client permission) provides visual proof of your capabilities. Obtain Thought Leadership Through Webinars & Workshops Host free webinars such as “QuickBooks Online for Nonprofits: From Setup to Impact” or “Unlocking Bloomerang’s Power for Donor Analytics.” Promote these events on social media channels, use targeted hashtags (#NonprofitBookkeeping, #FundAccounting), and capture registrants’ emails for follow-up. Leverage Referrals from Existing Clients & Networks Jeremy’s first nonprofit clients came through his wife’s campus-based nonprofit network. Encourage satisfied clients to introduce you to peer organizations at local nonprofit roundtables or association meetings. Personal introductions carry significant weight in the nonprofit sector. Optimize Google My Business & Online Directories Ensure your practice is listed under categories such as “Nonprofit Bookkeeping,” “Fund Accounting Services,” and “Charity Accountant” on Google My Business, Yelp, and niche directories like NonprofitPro or Charity Village. Include your niche keywords in the business description. By combining these tactics, you’ll steadily build a reputation as the “go-to” nonprofit bookkeeping expert. Over time, that SEO-driven traffic and word-of-mouth referrals translate into steady engagements, higher lifetime client value, and more mission-focused work. Building a Remote-First, Mission-Driven Culture As Jeremy’s firm grew beyond three employees, he faced the challenge of maintaining company culture in a fully remote environment. His strategies include: Annual In-Person Retreats:Each year, Jeremy’s team gathers for a two-day retreat where they refine the firm’s mission, vision, and “ideal client avatar” profile. During these sessions, they review nonprofit industry trends, celebrate recent client successes (e.g., helping a nonprofit secure a six-figure grant), and brainstorm process improvements. By investing in face-time annually, the team maintains alignment around shared values. Slack Channels for Informal Bonding:Separate Slack channels—such as #random, #client-wins, and #bookkeeper-hacks—encourage employees to share non-work content (DIY home office setups, local nonprofit volunteer opportunities) and celebrate personal milestones (birthdays, new pets). These informal touchpoints reinforce camaraderie and remind everyone that they’re part of a mission-driven collective. Family-Friendly Policies & PTO Guidelines:Jeremy ensures that after nonprofit clients close their fiscal year (April 30 for many), the entire team takes a one-week “decompression” period. This prevents burnout during peak season. He also encourages employees to prioritize family events—Jen’s annual “Family Giveback Weekend,” where the whole crew volunteers at a local soup kitchen, is a highlight. Inclusive Language & Mission-First Messaging:Instead of using “I” or “me,” Jeremy’s website copy and internal communications consistently apply “we” and “our” to reinforce that the firm partners with clients in achieving mission success. Job postings focus on alignment with nonprofit values—“Join our team if you believe in transparent, mission-driven bookkeeping.” These culture-building practices not only retain top talent but also attract candidates who are passionate about the nonprofit sector. When your team genuinely cares about client missions, the result is higher quality service, deeper empathy, and a stronger brand reputation. Real-Life Impact: Time Savings, Accuracy, and Mission Focus The proof is in the numbers—and Jeremy’s clients have seen tangible benefits from adopting the three-tool ecosystem: Saving Over 10 Hours Per Month on Month-End Close:By using Bloomerang to sync donor gifts directly into QBO, one mid-sized charity reduced manual journal entries from 50 to fewer than five per month. This time savings allowed the finance director to volunteer as a board treasurer for a smaller nonprofit—furthering the organization’s mission. Securing a Major Grant Renewal Through Accurate Functional Expense Reporting:A community-based advocacy nonprofit relied on clean functional expense categories when presenting to its largest foundation. Because QBO was configured with proper class tracking and Blackbaud’s grant-tracking provided audited reports, the foundation renewed a $200,000 grant without requesting additional documentation. Real-Time Dashboards Leading to Faster Decision-Making:One environmental nonprofit used Bloomerang’s campaign analytics to see that their mid-year appeal was underperforming. By re-segmenting donors and launching a targeted follow-up email, they increased revenue by 15%—all before the quarter closed. The seamless integration meant finance didn’t need to compile spreadsheets; the team made data-driven decisions in real time. Enhanced Stakeholder Confidence Through Transparent Reporting:When board members requested up-to-date financials mid-quarter, the accounting team simply exported Blackbaud’s “Grant Compliance” report and QBO’s “Statement of Activities.” Presenting these side-by-side gave stakeholders confidence that funds were being used appropriately—bolstering trust and resulting in larger recurring gifts. These examples underscore how the right software stack not only automates routine tasks but also empowers nonprofits to focus squarely on mission impact. As Jeremy often says, “When bookkeeping isn’t a monthly headache, you can spend more time on fundraising, program delivery, and community engagement.” Looking Ahead: Exit Planning & Long-Term Vision Niche specialization and software-driven efficiency don’t just benefit day-to-day operations—they also enhance long-term business value. Jeremy’s vision includes: Retiring by Age 50:Having built a firm that consistently serves nonprofits with predictable revenue, he plans to position the business for either an employee buy-out or sale to a larger accounting firm. With documented SOPs, standardized software processes, and a steady book of nonprofit clients, the firm will be an attractive acquisition target. Touring Nonprofits to Volunteer & Generate Marketing Content:In what Jeremy calls his “pipe dream,” he envisions taking a sabbatical month to travel the country—volunteering at nonprofit partner organizations, interviewing staff, and capturing video testimonials. These stories will serve as powerful social proof, showcasing how niche bookkeeping solutions directly support nonprofit missions. Expanding Service Offerings Without Losing Focus:While bookkeeping remains the core service, Jeremy plans to add “Grant Write-Along Workshops” and “Board Training on Financial Literacy”—leveraging the Blackbaud and Bloomerang ecosystems to create ancillary revenue streams. Each service still revolves around the software stack, preserving the firm’s nonprofit focus. By integrating these future plans into marketing collateral—“Exit strategy for nonprofit bookkeeping firms” and “How to build a mission-driven, sellable accounting practice”—Jeremy ensures his firm’s story remains aspirational and SEO-optimized for searchers interested in scaling or selling their boutique accounting businesses. Conclusion & Call to Action Nonprofit bookkeeping doesn’t have to be a maze of spreadsheets and manual journal entries. By niching into nonprofit accounting and adopting the three-tool software ecosystem—QuickBooks Online, Bloomerang, and Blackbaud—you can: Reduce reconciliation headaches and close the books 50% faster. Provide real-time fundraising and grant-tracking insights that delight boards and donors. Position yourself as the go-to expert for mission-driven organizations, commanding higher fees and attracting ideal clients. Ready to transform your nonprofit’s financial management? Listen to Jeremy Van Groll’s full episode, “Nonprofit Bookkeeping Secrets: The 3 Software Tools You Didn’t Know You Needed,” wherever you get your favorite podcasts. Subscribe for weekly episodes that unpack the latest tips, tools, and strategies for nonprofit finance professionals. Press play now and start streamlining your practice today. Offers: Let’s be honest—most of us didn’t become bookkeepers or accountants to spend hours learning marketing systems and chasing leads. We did it to serve clients and build a business we love. But what if you could get better clients without the marketing overwhelm? That’s exactly what keepful® does. It’s the all-in-one marketing system built specifically for bookkeepers and accountants—and it works 24/7 behind the scenes to bring in leads, book consultations, and automate follow-ups. You get a professional website, branded consultation page, and follow-up automations—all tailored to your business. No more duct-taping tools together or hiring expensive marketing teams. If you want to grow your firm with ease and attract better clients without doing more work, go check out keepful today at keepful.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 ### From Listens to Leads: The Rise of Podcasts as an Authority-Building Engine - Christina Lenkowski Podcasting has rapidly become a go-to marketing channel for B2B professionals looking to capture attention and generate qualified leads. As Christina Lenkowski reflects, “If you would have gone back maybe five ten years ago I don't know that podcasting would have come up in the top five mind ideas of what I need to be doing … But clearly it is one of those top-rated things that today we ought to be considering”. In this article, we’ll explore how to leverage podcast marketing to educate your audience, build unshakable authority, and turn listeners into loyal customers. Meet the Guest: Christina Lenkowski Christina Lenkowski is a publicist and educator who has specialized in podcast guesting since 2019. After 13 years in PR, she pivoted to become a podcast strategist for entrepreneurs, speakers, and authors—helping them move “from best-kept secrets to go-to experts” by securing high-value guest spots. To date, Christina has appeared on over 65 shows, including Empire Builder, Brand Gravity, and The Heather Sager Show, and has guided private clients onto more than 900 top-rated podcasts. The Rise of Podcasting as a Marketing Channel Podcasts afford the rare opportunity to hold a listener’s attention for 30–60 minutes—timeframes unheard of in traditional advertising. Studies show that 70 percent of podcast listeners feel a personal connection to their preferred hosts, dramatically heightening the “no-like-trust” factor that accelerates the sales cycle. For industries like accounting and finance, where trust is paramount, podcast guesting can be a powerful way to showcase expertise and build rapport before a prospect ever picks up the phone. Educating Audiences & Establishing Authority A service-first mindset is critical: the goal is not self-promotion, but delivering genuine value. As Christina advises, “service over self-promotion”—focus on teaching listeners about why podcasting works for financial professionals—and borrow the host’s credibility to reinforce your own authority . This approach positions you as a trusted expert, priming prospects to view your services as the natural solution to their challenges. Evergreen Content & Repurposing Strategies Each podcast appearance is a goldmine of marketing assets. You can turn every interview into: Blog posts with backlinks to the host’s show Email series featuring episode highlights and direct answers to listener questions Social media snippets scheduled weeks or months later to maintain momentum “Turn every blog or interview you do into a blog post and backlink to the host—that is such a great SEO strategy,” Christina emphasizes . By repurposing content across channels, you generate evergreen SEO value and keep your brand top-of-mind long after the episode airs. Strategic Podcast Guest Pitching & Niche Targeting Effective pitching starts with clarity on your ideal-client verticals. Rather than sending generic requests, develop a concise one-sheet and email pitch that proposes 3–4 topic ideas uniquely tailored to a specific niche (e.g., hairdressers, photographers). Christina’s process: Identify your favorite client segments Craft niche-specific topics (e.g., “Top Tax Mistakes Hairdressers Make”) Pitch the same core expertise across multiple shows to reinforce your message This targeted approach ensures hosts—and their audiences—instantly recognize your relevance and expertise. Designing High-Impact Calls-to-Action & Landing Pages Every guest appearance should drive listeners to a dedicated landing page on your website. Christina recommends including: A free resource (checklist, e-guide, sample episodes) Your social media links for audience engagement A discovery-call scheduler or direct contact form “I highly recommend you have some kind of free thing … and what I really really want you to have on that page is a way for them to book a discovery call” . This structure captures listener interest immediately and converts curious prospects into actionable leads. Overcoming Podcast Nerves & Best Practices for First-Timers Even self-professed introverts can excel in one-on-one podcast interviews. Christina reassures first-timers that most shows are not live and that hosts want you to succeed. “If something goes wrong … you have the opportunity to say, ‘Can we redo that?’” she explains. “The first couple you’re going to sweat through, but then you’ll get more comfortable. The worst thing that can happen is you don’t put yourself out there” . Embrace the learning curve and focus on conveying value—your confidence will grow with each appearance. Conclusion Podcasts offer an unparalleled platform to educate audiences, establish authority, and generate high-quality leads. By integrating podcast guesting into your marketing mix, you’ll move seamlessly From Listens to Leads, positioning yourself as a go-to expert and driving sustainable business growth. For more insights, check out the full podcast episode below and remember to subscribe to Universal Accounting for more on Building the Premier Accounting Firm. Offers: Understanding your publicity https://www.publicityxchristina.com/quiz-landing-page 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 ### Hack Your Sleep: The Entrepreneur’s Guide to Ending Burnout and Boosting Focus - Dr. Bijoy John Why Sleep Is Your Startup’s Secret Weapon Entrepreneurship demands relentless energy and focus, yet one critical performance driver is often overlooked: sleep. As Dr. Bijoy John, MD—a board-certified sleep specialist with over 25 years of experience—explains, “sleep and mental health are very very closely related; it’s got a bidirectional relationship: when you sleep better you’re less anxious, and when you’re less anxious you sleep better”. By optimizing rest, founders can combat burnout, sharpen decision-making, and sustain the creativity their ventures depend on. Meet Dr. Bijoy John, MD: The Sleep Specialist for Business Leaders Dr. John brings a unique perspective at the intersection of medicine and productivity. After a fellowship in pulmonary and critical care, he developed a passion for sleep science—seeing firsthand how patients recovered faster when allowed to rest uninterrupted. He distilled his insights into seven proven sleep strategies featured in his book Nobody’s Sleeping, and now shares them with entrepreneurs eager to turn rest into a competitive advantage. The Sleep–Burnout Connection: Your Brain on Rest Chronic sleep deprivation is more than feeling tired—it hijacks your stress response and accelerates burnout. Dr. John warns that neglecting rest compounds anxiety and cognitive fatigue, undermining leadership performance and decision quality. Prioritizing consistent, high-quality sleep isn’t indulgence; it’s foundational to mental resilience and sustained business growth. Unlocking SLEEPNOW: The 7-Step Framework for Peak Performance Dr. John’s SLEEPNOW acronym delivers a holistic roadmap for restorative sleep: Schedule your sleep window (10 pm–6 am) to align with deep-sleep cycles. Low light/low noise/low temperature encourages melatonin release. Electronics off—no screens in the bedroom. Exercise timing—avoid workouts within four hours of bedtime. Power off your mind—use mind-quieting techniques like Yoga Nidra. No worries—establish a worry-time ritual before bed. Win by losing—treat the bedroom as a sanctuary, not a workspace. Pre-Bedtime Anxiety Hacks: Powering Off Your Racing Mind Entrepreneurs juggle endless to-dos, making it hard to “switch off.” Dr. John recommends: Dedicated worry time: Block 6–8 pm to address concerns, then close the chapter for the night. Journaling unresolved tasks: Write down lingering issues so your brain can defer them until morning. Phone-free zone: Leave devices outside the bedroom to eliminate light distractions and compulsive checking. From Kitchen to Bedroom: Nutrition, Temperature & Environment Tweaks Your evening routine and sleep environment profoundly affect restfulness: Avoid late heavy meals: Digesting protein-rich or large meals raises body temperature and triggers reflux. Limit alcohol: While it sedates initially, alcohol metabolizes into acetaldehyde, causing nighttime awakenings and dehydration. Optimize room climate: Cooler temperatures (<18 °C) and complete darkness fuel uninterrupted melatonin secretion. Strategic Naps & Bed-Rotting: The Entrepreneur’s Catch-Up Plan When deadlines force all-nighters, you can repay sleep debt strategically: Bed-rotting: Take extended rest days—allow yourself to “rot” in bed—to fully recover from chronic sleep loss. Smart naps: Schedule short (20–30 min) or long (90 min) naps during the afternoon circadian lull to recharge without disrupting nighttime sleep. Crafting Your Sleep Sanctuary: Transform Your Workspace & Bed Design a restorative haven by applying SLEPNOW’s “low light/low noise/low temperature” principle: Remove electronics and clutter. Install blackout curtains or eye masks. Use sound machines or earplugs to mask distractions. Choose a mattress and bedding that balance support with comfort. When to Call in Reinforcements: Spotting Sleep Disorders If performance hacks fail, underlying disorders may be at play. Watch for: Chronic daytime fatigue despite 7–8 hours in bed. Loud snoring, gasping, or choking—possible sleep apnea. Restless-legs sensations and involuntary limb movements. Persistent grogginess after full nights—consider seeking a sleep specialist evaluation. Conclusion Ready to transform burnout into boundless focus? Tune into this episode of Building the Premier Accounting Firm with Dr. Bijoy John to master the SLEPNOW method and adopt science-backed sleep strategies. Listen now, subscribe, and start hacking your sleep for entrepreneurial success. Offers: Nobody’s Sleeping book: https://a.co/d/iQbOZhV Take Sleep Quiz: https://sleepfixacademy.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   ### Inside the CPA Mind: 3 Daily Rituals That Will Turbocharge Your Accounting Business - Robb Zbierski Why Your CPA Mindset Matters In today’s competitive accounting landscape, technical proficiency alone isn’t enough to stand out. Your mindset—how you talk to yourself, how you visualize success, and how you sustain momentum—can be the difference between a firm that plateaus and one that thrives. In this episode of Building the Premier Accounting Firm, host Roger Knecht and mindset expert Rob Zerinsky unpack the “mind game” that underpins lasting growth, showing how small, daily habits can rewire your brain for peak productivity and satisfaction . Meet the Guest: Rob Zerinsky, Your Head Coach for Accounting Entrepreneurs Rob Zerinsky brings over a decade of personal?development expertise to the world of accounting. After a successful tenure in the bicycling industry, he joined Freedom Personal Development—becoming “a product of the product” and mastering techniques to train his own brain for success. Today, he helps CPAs and bookkeepers switch on their “personal money magnet,” so they can consistently achieve record?breaking results with less effort and more enjoyment .   The “Mind Game” Framework Too often, accountants fall prey to hardwired defaults—negativity, urgency, and complacency—that undermine performance. As Rob explains, “what I would argue is the value that a head coach brings is having someone in your world that can look at your situation from an outsider perspective with an unbiased set of eyes” . By bringing in that “head coach” perspective, you expose blind spots and accelerate growth far beyond what you could achieve alone. Daily Ritual #1 – Consume Inspirational & Educational Content Successful professionals dedicate morning time to “feeding” their subconscious with empowering inputs. Rob advises: “…on a daily basis they’re reading or listening to something inspirational, motivational, educational… they’re listening to podcasts, they’re reading books like Master Your Mind… like Train Your Brain for Success.” Integrate a short podcast episode, an uplifting audiobook chapter, or a mindset article into your morning routine to prime your brain for success. Daily Ritual #2 – Practice Targeted Affirmations After absorbing fresh content, the next step is to reinforce what matters most. Rob says: “They’re spending time with their affirmations… telling themselves, ‘you know what they really want their life to look like and be.’” Craft precise, goal-oriented statements—such as “I attract high-value clients effortlessly”—and speak them aloud to build neural pathways that support achievement. Daily Ritual #3 – Vivid Visualization for Success Finally, translate your affirmations into mental imagery. As Rob describes: “And they visualize what that looks like so that elephant, that big subconscious, goes ‘okay, let me go get that for you.’” Engage all your senses in a brief visualization exercise: see your ideal client meeting, feel your confidence, hear the positive feedback—this “picture” programs your subconscious to seek aligned opportunities. Supporting Rituals: Weekly Masterminds & Quarterly “Defrag” Days To reinforce daily habits, Rob recommends a three-tiered system: Weekly: Surround yourself with positive, like-minded peers in a mastermind or accountability group to share wins and troubleshoot challenges. Quarterly: Hit the “defrag” button—take a full day to recharge, review your progress, and realign your goals. These rituals prevent burnout, sustain momentum, and ensure the daily practices compound over time Implementing These Rituals in Your Firm Schedule It: Block 15–30 minutes every morning for your three rituals. Use Reminders: Leverage apps or visual cues (Sticky notes, vision boards) to prompt affirmations and visualizations. Accountability: Partner with a colleague or hire a coach to keep you on track. Track Progress: Keep a simple journal noting daily inputs and outcomes—over time, you’ll see tangible improvements. Real-World Benefits: Growth, Productivity & Client Impact Firms that commit to these mindset shifts report: A 20–30% increase in client retention and referral rates. Noticeable gains in team morale and collaboration. Easier onboarding of higher-value clients, thanks to improved confidence and clarity. As Rob reminds us, “success leaves clues”—emulating the habits of top performers brings your firm closer to its own breakthrough. Conclusion Small, intentional daily rituals can transform your accounting practice from the inside out. Ready to rewire your mind for lasting success? Listen to the full episode of Building the Premier Accounting Firm now, subscribe for more growth strategies, and share your favorite ritual in the comments below! Offers: Get access to the blueprint: https://wfm90606.infusionsoft.app/app/orderForms/Train-Your-Brain-For-Success-Blueprint-Foundational-Package 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   ### Unlock Growth with the 7 “A” Framework: Acknowledge to Aspire for Personal Success - Becky Kemp In today’s episode of Building the Premier Accounting Firm, host Roger Knecht sits down with leadership coach and motivational speaker Becky Kemp to explore how intentional language can reshape your mindset and accelerate success . Through her personal experience, from battling anxiety and depression to launching a T-shirt business and evolving into a sought-after coach, Becky demonstrates that changing your words is the first step to changing your story. Meet Becky Kemp: Leadership Coach & Mindset Mentor Becky Kemp’s journey began over a decade ago when she found herself “stuck…watching everybody live their life on the outskirts” and praying for change. An inner prompting, “change your words and you can change your story”, led her to launch a positive-message T-shirt line, Becoming Threads, with her sister-in-law. From there, she earned coaching certifications and became a keynote speaker, guiding professionals to harness the power of self-talk and affirmations . What Is the Seven-Word Framework? A Roadmap from Acknowledge to Aspire Becky’s signature framework consists of seven “A” words: Acknowledge, Ask, Accept, Abundance, Action, Appreciate, Aspire, each serving as a compass point for personal and professional growth. She explains:   Acknowledge: Recognize your current reality before change can begin. “If you don’t, you’ll just stay status quo…” Ask: Shift from “why is this happening?” to “how do I move forward in small, bite-sized steps?” Accept: Embrace setbacks as part of growth—“that didn’t work, so now I try this” Abundance: Cultivate an abundant mindset rather than focusing on scarcity Action: Break goals into manageable micro-actions (e.g., 15-minute intervals) Appreciate: Practice gratitude for progress and lessons learned Aspire: Continually set new peaks once you conquer the last Harnessing the Power of Positive Self-Talk Becky underscores that “thoughts become things” and that we must choose our words as intentionally as we choose our outfits. She shares how wearing T-shirts printed with affirmations (“I am powerful,” “I am enough”) or placing wall stencils in her workspace served as daily reminders to reframe negative self-talk and stay aligned with her goals. 15-Minute Action Hacks for Maximum Productivity Drawing on her fifth-grade spelling-bee story, where 15 minutes of daily practice led to victory, Becky recommends applying the same principle to writing, workouts, client outreach, or any critical task. “What’s one thing you can spend 15 minutes on today that moves you closer to your vision?” she asks. Mastering Work-Life Balance Through Self-Care Sustainable growth demands self-care. Becky advises setting clear boundaries—scheduling downtime, prioritizing sleep, and carving out personal moments (“work hard, play hard”)—to prevent burnout and maintain creativity and resilience. Putting It All Together: Your Step-By-Step Implementation Plan Daily “A” Check-In: Begin each morning by selecting one framework word (e.g., today I’ll focus on “Ask”). Micro-Action Blocks: Identify three 15-minute slots for priority tasks aligned with that word. Affirmation Integration: Wear or display an affirmation that reinforces your chosen “A.” Gratitude Review: End the day by listing three wins or lessons learned (Appreciate). Weekly Reflection & Aspiration: Each Friday, reflect on progress and set an “Aspire” goal for the following week. Key Takeaways & Why This Episode Matters Intentional language can rewrite your mindset and outcomes. A simple Seven-Word Framework offers a repeatable blueprint for growth. Small, consistent actions (15 minutes/day) yield compounding results. Self-care and gratitude are non-negotiable for sustained performance. Professionals, entrepreneurs, and creatives alike will find Becky Kemp’s insights both practical and transformative—empowering you to speak success into every area of your life. Ready to unlock your potential with the 7 “A” Framework? Listen to the full episode now on your favorite podcast platform. Subscribe to never miss an expert interview. Share this article and let us know in the comments which “A” word resonates most with you. Offers: Free Gift: The One Word Way eBook Unlock the power of intentional language with The One Word Way! Discover three simple words you can leverage today to break free from feeling stuck and start moving forward with clarity and confidence. Download your free copy now at www.becomingwithbecky.com and begin creating momentum—one word at a time! 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 ### AI Integration in Accounting Platforms: Prompt-Engineering Secrets, Accuracy Pitfalls & Top Tools From the shift to paperless workflows, to cloud-based bookkeeping, we’re now entering the age of AI-driven accounting. In this episode of Building the Premier Accounting Firm, host Roger Knecht sits down with long-time tech innovator Randy Johnston to explore how embedded artificial intelligence is transforming every layer of your practice—from simple prompt hacks to full-blown add-ons that automate reporting and forecasting. Meet Our Guest: Randy Johnston, Accounting Tech Pioneer Randy Johnston is an Accounting Hall of Fame inductee, a 14-time “Most Influential” honoree in Accounting Today, host of the CPA Practice Advisor podcast, and founder of firms like K2 Enterprises and Network Management Group. With more than 50 years in technology and a track record of early AI experimentation (“I wrote my first AI in LISP in 1975,” he recalls), Randy brings unparalleled perspective on what works—and what doesn’t—in modern accounting. The Three Levels of AI Productivity in Accounting Randy breaks AI adoption into three distinct tiers: General-Purpose Prompt EngineeringTeaching teams to write effective prompts for models like ChatGPT, Copilot 365, Claude or Llama—“the prompt engineering actually turns out to be similar” across platforms. Vendor-Embedded AIWhen product developers bake AI into their core offerings—tools like Impact Data or makershub.ai that generate drillable, transaction-level dashboards with one click. Specialist AI with Guaranteed AccuracyNiche solutions from Wolters Kluwer or Thomson Reuters promising audited AI output. As Randy warns, “general models… hallucinate—they make stuff up out of whole cloth—and we have to have accuracy” in financial reporting. Top AI Tools & Add-Ons to Supercharge Your Tech Stack Impact Data: Automatically hooks into QuickBooks Online to produce Power BI dashboards based on built-in DuPont and other business models . makershub.ai: Delivers true line-item extraction—splitting transactions across jobs or cost centers—that legacy tools can’t match. digits: AI-driven financial reporting and forecasting, though it highlights the need for specialist accuracy solutions. Accuracy Pitfalls & Specialist AI Randy cautions that while embedded AI can speed up routine tasks, it can also introduce critical errors: “When these products are hallucinating…the problem in the accounting world is we have to have accuracy—well nuts, because that means we can’t really count on these AIs to always produce accurate results.” ? By contrast, specialist offerings from Wolters Kluwer or Thomson Reuters come with guarantees and built-in safeguards, making them essential for any firm serving regulated industries. Unlocking Speed with Neural Processing Units (NPUs) A major leap in local AI performance comes from hardware acceleration: “We are adamant now about all new laptops and desktops being bought with neural processing units in them… these AI models will run… on your phones or computers”. Practically, that means trial balances generated in seconds via tools like Tally or ProSystem Tax—no cloud latency, no data privacy concerns. Building Your Core Accounting Tech Stack Selecting a primary platform—QuickBooks Online, Xero, Sage Intacct or Accounting Power—sets the foundation. From there: Add payroll modules, client portals and reporting engines. Layer in AI-powered apps only when they solve a real pain point (see “shiny-object syndrome,” below).This modular approach lets firms scale without overcomplicating their environment. Streamlining Workflow & Document Management To keep client accounting services (CAS) running smoothly, consider: Keeper, Jetack, Carbon, Arrow for workflow orchestration, task assignment and client reminders ? SmartVault, Dex Prepare, Hubdoc, makershub.ai for automated document gathering and extraction—eliminating manual uploads and reducing errors . Defining & Pricing Your Service Model Randy advocates clear service tiers—bookkeeping/transactional controllership, advisory/CFO services and tax planning—and aligning tools to each: “If I’m really doing advisory, first my preferred tools are those in the advisory area… if I’m doing CAS, I mention my CAS products first.” Pair this with the “CAST” philosophy (Client Accounting & Advisory Services, Tax) to boost client retention and recurring revenue. Best Practices for Technology Adoption Avoid “shiny-object syndrome” by asking two key questions before any purchase: Is this solving a problem we already experience? Will it impact clients directly, or improve internal efficiency?As Randy puts it, “go deep on what you’re already paying for…and commit to client-facing tools for four to five years” . Emerging Trends & Future Outlook Quantum Computing: Once the domain of IBM labs, quantum-enabled AI may soon be accessible to mid-market firms within five years. Basis (Beta): An AI workflow tool that delivers 5× faster reconciliations on QuickBooks and 10× on Sage Intacct—“a clear game-changer in firm management” . Conclusion Ready to future-proof your firm? Listen to the full episode of Building the Premier Accounting Firm, subscribe for weekly insights, and share your thoughts on which AI tools you’re most excited to try. Offers: Get access to One free CPE Course - https://www.cpetoday.com/ https://www.cpapracticeadvisor.com/re... https://www.nmgi.com/ https://www.k2e.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 ### 2025 Tax Planning Blueprint: Your Quarterly Roadmap to Maximize Deductions - Kirstin Reeder Are you tired of the last-minute scramble every tax season and leaving valuable deductions on the table? In this episode of Building the Premier Accounting Firm, Kirstin Reeder unveils her 2025 Tax Planning Blueprint, a quarter-by-quarter roadmap designed to help W-2 employees and business owners alike maximize deductions, proactively reduce tax liability, and transform your advisory services into a year-round profit center ? Meet Kirstin Reeder: Boutique Bookkeeper Turned Enrolled Agent Kirstin Reeder is the founder and CEO of Purple Sapphire Business Solutions, a boutique firm specializing in travel & tourism bookkeeping and nationwide tax services. After nine years of growing her practice from home and earning her Enrolled Agent (EA) designation, she now helps clients navigate complex tax codes—and trains other accountants to do the same ? Quarterly Cadence: Structuring Your Year for Maximum Deductions Kirstin’s three-meeting quarterly cadence ensures no deduction slips through the cracks: Post-Tax Season Review (Q2): Identify missed opportunities from your Q1 filings and schedule a planning session. Mid-Year Check-In (Q3): Verify implementation of agreed strategies (e.g., HSA funding, retirement contributions). Year-End Acceleration (Q4): Pinpoint last-minute actions—equipment purchases, bonus allocations, entity elections—to lock in savings before December 31 ? Light vs. Full Tax Planning: When to Use Each Strategy Different clients need different approaches: Light Planning: Tactical tips for W-2 employees—maxing out HSAs, boosting 401(k) contributions, optimizing itemized deductions. Full Planning: Comprehensive reviews for business owners—entity structuring (S Corp vs. LLC), quarterly estimated tax adjustments, advanced credits and incentives ? Power of the EA Designation: Beyond Basic Tax Prep “Becoming an EA allows me to communicate with the IRS on my client’s behalf rather than just saying ‘here’s what you say… good luck,’” Kirstin explains. As an Enrolled Agent, you gain: IRS Representation: Handle audits, appeals, and correspondence. Expanded Services: Offer tax resolution and planning beyond mere preparation. Credibility & Continuing Education: Maintain up-to-date expertise to attract high-value clients ? Networking & Referrals: Fueling Client Growth Naturally Kirstin’s client funnel runs on word-of-mouth, niche Facebook groups, BNI chapters, and referral partnerships. Her first bookkeeping client was a 20-year Facebook friend—proof that genuine connections build the strongest pipelines ? Defeating Scope Creep: Setting Boundaries and Fee Structures Too often, free advice eats into profits. When clients request extra tax strategies mid-year, Kirstin says: “That’s a great question—let’s set up a planning call. Here’s my fee for that.” ? Learn how to package add-on services, create clear engagement letters, and confidently charge for every hour of expertise. Automating Your Tech Stack for Efficiency Leverage tools like TaxDome (client portals, e-signatures, workflow automations), QuickBooks, and Xero to streamline bookkeeping and free up time for advisory services ? Balancing Business & Life: Lessons from a Mom of Nine Despite homeschooling four children and chauffeuring younger kids, Kirstin caps her workweek at 30–40 hours. By scheduling focused office hours and delegating to an offshore team, she models healthy boundaries without sacrificing growth ? Cultivating an Entrepreneurial Legacy at Home Kirstin’s passion inspires her family: her 15-year-old runs a lawn-care business and files a Schedule C, while her stylist daughter benefits from hands-on bookkeeping advice. This is the power of leading by example ? Conclusion & Call to Action: Take Your Tax Planning to the Next Level Don’t wait for April’s deadline—transform your approach now with the 2025 Tax Planning Blueprint. Download your free copy of the “In the Black” eBook from the episode description: https://universalaccounting.com/resource-free-ebooks/ Listen and subscribe to Building the Premier Accounting Firm for weekly tax and accounting strategies. Comment below with your biggest tax planning challenge—Kirstin will share tailored tips in future episodes. Offers: The Tax Pros BFF is in beta mode right now, and we are looking for testers. If you would like to get on our interest list, to either be a beta tester or to receive information about the launch, visit www.taxprosbff.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 ### 5 Insider Tactics to Skyrocket Your Advisory Firm - Charles Leikauf In today’s competitive accounting landscape, offering pure bookkeeping or tax services is no longer enough. Advisory and fractional CFO services have emerged as the fastest growing revenue stream for forward thinking firms. In this podcast episode, corporate finance veteran turned fractional CFO Charles Leikauf reveals five insider tactics that helped him go from restructuring billion dollar corporations to building a thriving advisory practice—and how you can apply the same strategies to accelerate your own firm’s growth. Meet Charles Leikauf: From Corporate Finance to Fractional CFO Pioneer Charles Leikauf began his career slicing and dicing financials for Tech Data and Siemens, where he led profitability turnarounds and plant restructurings. Frustrated by long hours and endless corporate red tape, he tested his skills one lunch break by advising a marketing agency client—charging an upfront $7,500 retainer just to prove the value he could deliver. To his surprise, she said yes, and he knew he had stumbled onto something powerful. Today, Charles helps accounting firms launch high-margin fractional CFO services through Profit Surge Group, empowering them to escape the commodity trap.   Why Fractional CFO Services Are the Next Growth Frontier Unlike compliance-driven bookkeeping or tax work, fractional CFO and advisory offerings position your firm as a trusted strategic partner. Business owners aren’t just filing returns—they’re looking for guidance on pricing, cash flow management, capital strategy, and growth planning. As Charles points out, “there are no CFO police”—you create your service package based on client needs, from budgeting and forecasting to margin analysis and risk management. This flexibility, combined with high perceived value, allows firms to command premium fees and deepen client relationships. 5 Insider Tactics to Skyrocket Your Advisory Firm 1. Premium Upfront Pricing Don’t undercharge. Charles challenged himself to request $7,500 per month, paid in advance over a six-month engagement—an amount he “absolutely didn’t expect anyone to say yes to.” When she did, he realized that strong upfront pricing both filters ideal clients and secures immediate cash flow. 2. Status-Driven Sales Process From the first Zoom call, Charles enforces cameras-on and a structured, multi-step sales sequence. “If your camera’s off and my camera’s on, I’m presenting to you,” he says—establishing himself as the expert and making it psychologically harder for prospects to treat the call as casual or request free extras later. 3. Problem–Agitate–Solve Framework Rather than leading with features, uncover your client’s hidden pain points—like unpredictable cash flow or inefficient working capital—and agitate by exploring the consequences of inaction. Then present your advisory solution. This classic “Problem–Agitate–Solve” approach drives urgency and frames your service as indispensable. 4. Teach Time Value of Money Differentiate your advisory role by educating clients on real cost of capital. Charles shows how a “1% early-pay discount” can destroy value when cost of capital is 30% annually. By teaching the true APR on merchant cash advances or the impact of payment terms, you become a strategic partner, not just a service provider. 5. Deliver a 13-Week Rolling Cash Flow Forecast Quick wins build credibility. Provide a short-term, rolling 13-week forecast that highlights runway, upcoming cash shortages, and actionable decision points. Demonstrating immediate ROI cements your value and keeps clients engaged month after month. Real-World Impact: How These Tactics Transform Client Businesses A marketing agency doubled revenue from $1.5 million to $3 million by aligning pricing with client cash capacity. A bookkeeping firm increased recurring fees from $4,000 to $8,800 per month after adopting premium pricing and rolling forecasts. Multiple clients eliminated costly merchant cash advances by optimizing payment terms and applying time value of money principles—saving them tens of thousands annually. Actionable Steps: Implementing These Strategies in Your Firm Audit Your Pricing: Calculate your cost of delivery and test a tiered upfront retainer starting at 50% of projected fees. Revamp Your Sales Flow: Define a clear, cameras-on discovery call, proposal delivery, and signed engagement process. Adopt PAS Selling: Develop a list of cash flow pain questions (Problem), deepen urgency (Agitate), and map your advisory services (Solve). Create a “Finance 101” Workshop: Host a client webinar on time value of money and capital management to showcase expertise. Build a Cash Flow Model Template: Automate a 13-week forecast in Excel or your accounting software for rapid deployment. Conclusion & Call to Action Charles Leikauf’s journey from corporate CFO to fractional advisor proves that high value advisory services can transform both your firm and your clients’ businesses. Tune in to the full podcast episode to hear the complete discussion and unlock bonus case studies. Subscribe to our channel for more tactical insights into fractional CFO services, rate and review the podcast on your favorite platform, and download your free CFO Blueprint to start implementing these tactics today. Offers: The Advisors Playbook - Learn how to attract and enroll more ideal customers: https://growthamplifiers.com/amplify/ 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 ### Stop Selling, Start Sharing: The Sales Strategy Every Accountant & Consultant Needs to Hear With Kenny Harper When it comes to growing a professional service business—especially in accounting, tax, or consulting—there’s one challenge nearly everyone faces: how do you sell your services without sounding salesy, pushy, or inauthentic? In a recent episode of Building the Premier Accounting Firm, marketing and sales strategist Kenny Harper shares a powerful reframe: Stop selling. Start sharing. In this engaging conversation, Harper breaks down why most service providers approach sales the wrong way—and how a simple shift in mindset can lead to stronger client relationships, more referrals, and greater revenue. If you’re tired of awkward sales conversations and ready to build trust while growing your business, this is an episode you need to hear. Meet Kenny Harper: From Musician to Marketing & Sales Amplifier Kenny Harper is a marketing and sales optimization expert and founder of Growth Amplifiers. He works with service professionals—including accountants, coaches, and consultants—to authentically attract and enroll more ideal clients. But his path into the world of business was anything but traditional. “I got into music. My first entrepreneurial journey was recording bands,” Kenny shares. “But I ran into a wall. You can have passion, but if you don’t know the business side, you can fall flat.” That lesson became the foundation of his work. Now, he helps business owners amplify their impact by turning up the volume on their marketing and sales efforts—without losing their authenticity.   Marketing vs. Sales: Why You’re Probably Doing Both Wrong One of the first insights Kenny shares is how often professionals confuse marketing and sales. “When people hear ‘marketing,’ they often think ads. But marketing is more than that,” says Harper. “Marketing is simply getting your message of value in front of your ideal customers.” Sales, on the other hand, is not about pushing people into decisions. Instead, Kenny frames it as helping people receive value—by asking better questions and sharing solutions in a way that connects. Podcast host Roger Knecht agrees: “Marketing is finding your ideal customer and presenting who you are so they can self-identify. Sales is the conversation that follows once the connection has been made.” This distinction lays the foundation for the episode’s central message. Why Sharing, Not Selling, Builds Trust & Increases Revenue At the heart of Kenny’s approach is a philosophy many professionals overlook: sharing what you offer is not selling—it’s serving. To illustrate this, he tells the story of a CPA named Gina, who was overwhelmed with low-value clients and long hours. After asking about her sales process, Kenny discovered a missed opportunity. “She said, ‘When people come in, I give them a quote and that’s it,’” Kenny explains. “But she wasn’t sharing the other services she could offer—tax planning, business advisory, exit strategies—because clients weren’t asking for them.” His advice was simple: if clients don’t know what’s possible, they won’t ask. They don’t know what they don’t know. By creating a visual slide that outlined all the services Gina could provide, she began to naturally increase client value and work with more aligned clients. “She wasn’t selling harder. She was sharing more.” The Customer Value Journey (Explained Like Dating) One of the most memorable moments in the episode is Kenny’s analogy between sales and dating—a practical way to understand the customer journey. “If you’re out on a date and go straight to ‘Do you want to get married?’—you’ll get rejected,” Kenny jokes. “But if you don’t engage at all, nothing happens either.” Just like in relationships, moving too fast or too slow in the sales process leads to disconnection. Clients need time to go from awareness to engagement, and eventually, trust. This journey involves stages: being seen, building interest, exchanging contact info, and gradually moving toward commitment. “If you don’t get their contact information and follow up with value, you’re missing the chance to move the relationship forward,” Kenny explains. How to Niche Your Marketing (Without Losing Clients) One of the most actionable tips from the episode is about niching your marketing, not necessarily your entire business. Kenny explains that focusing your messaging to speak directly to a specific audience increases the chances of resonance. “If your message isn’t speaking their language, they’ll tune out. But if you speak directly to their challenges, they’ll pay attention.” He shares an example of a client who wanted to grow their presence in the construction industry. Instead of marketing broadly, they tailored a campaign around construction-specific challenges—like project cost forecasting. As a result, their conversion rates improved significantly. “You don’t have to niche your whole business,” he clarifies. “Just your message.” Key Takeaways: What This Means for Your Business Here’s what you can implement today based on this episode: Redefine sales as helping, not convincing Share your full value upfront—clients don’t know unless you tell them Focus your messaging for a specific audience to increase impact Use storytelling and client conversations, not just checklists and quotes Respect the journey—don’t rush the relationship In Roger’s words: “There’s nothing dirty or slimy about real sales. When done right, it’s two professionals collaborating to solve a problem.” Listen to the Full Episode This article only scratches the surface of the powerful insights Kenny Harper shares in this episode. To hear more stories, strategies, and examples—including how to create raving fans from your existing clients—tune in to the full conversation now. Offers: The Advisors Playbook - Learn how to attract and enrol more ideal customers: https://growthamplifiers.com/amplify/ 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 ### How a Stand-Up Comic Became CFO for Doctors - Greg Kyte What do you get when a stand-up comedian becomes a certified public accountant? In the case of Greg Kyte, you get a CFO who manages millions in medical real estate while cracking jokes rooted in the Journal of Accountancy. In a recent episode of Building the Premier Accounting Firm, Greg Kyte sat down with host Roger Knecht to discuss his unconventional journey, his role as a fractional CFO for doctor-owned real estate entities, and why humor belongs in accounting. This article explores key insights from the episode—and why Greg’s story is a masterclass in career reinvention and financial leadership. Greg Kyte’s Wild Ride: From Cashier to Comedy to CPA Greg’s journey didn’t begin in finance. At age 14, he was unexpectedly pulled into the family business—his mother’s struggling pharmacy—where he started as a cashier and eventually became the bookkeeper. “I loved doing bookkeeping,” he recalls. “But once I got into college, I went into math education instead.” After spending a decade teaching middle school math—a job he says he “hated”—Greg began a mid-career transition. He went back to school for accounting, earned his MBA with an emphasis in accounting, and became a CPA in his late 30s. Notably, Greg had already been performing stand-up comedy for years before entering the accounting field. “I started doing stand-up in 2002,” he says. “I started my career in accounting in 2008. So I’ve been doing stand-up for about six years longer than I’ve been doing accounting.” Why Doctors Need a CFO (And Don’t Even Know It) Today, Greg serves as a fractional CFO for four medical office entities. These properties are owned by doctors who are, in his words, both the CEO and the lead technician of their practices. “Being a doctor is one of the weirdest professions ever,” Greg explains. “If you’re an independent physician, you are the big boss of your company, but you’re also the one who installs every furnace—so to speak. You’re the technician.” That dual role leaves many doctors vulnerable to financial missteps, often due to time constraints and lack of business training. “I’ve seen so many cases of doctors getting embezzled by people they trusted,” Greg says. “They just don’t have the bandwidth to manage their finances properly, and that’s where I come in.” The Business Behind Medical Real Estate Greg’s CFO duties go far beyond basic bookkeeping. He manages complex financial models across multiple properties, each structured through LLCs that issue membership units instead of traditional real estate ownership. “If a doctor wants to buy a 3,000-square-foot suite, they buy 3,000 membership units in the LLC,” he explains. “The bank doesn’t want to lend against membership units, but they’ll gladly finance an entire building that’s leased and owned by doctors.” This structure allows the LLC to borrow large sums from banks and then internally finance individual doctor buy-ins. Greg is responsible for managing those cash flows, amortization schedules, refinancing processes, and lease agreements. “Cash flow forecasting is a big deal,” he says. “Doctors come in and pay off loans early, or make extra payments, and I have to make sure the building's cash flow still aligns with our obligations to the bank.” How Comedy Makes Greg a Better CFO Greg’s background in comedy hasn’t just stayed on the stage—it’s shaped his approach to accounting education and communication. Early in his career, he asked if he could perform five minutes of stand-up at every staff meeting at his accounting firm. “It was all Journal of Accountancy jokes,” he laughs. “I’d read the whole thing each month—even if I didn’t understand half of it—and try to write material from it.” His humor helped him become a standout in the Utah accounting community, eventually leading to opportunities to teach continuing education courses that combine technical knowledge with engaging delivery. “One of the things that makes comedy effective is taking something dry and finding what’s weird or relatable about it,” he says. “That’s why accounting is such fertile ground for humor—and for insight.” Key Takeaways from the Podcast Episode Career pivots are possible at any age: Greg transitioned into accounting in his late 30s, proving that reinvention is within reach. Doctors need trusted financial partners: As a fractional CFO, Greg protects his clients from risks they may not see. Creative financial models can empower professionals: Doctor-owned real estate structured via LLCs can be powerful with the right oversight. Comedy and accounting aren’t opposites: Humor can enhance education, build rapport, and make technical subjects more engaging. Doing great work doesn’t always mean scaling: Greg intentionally chose not to grow his business beyond four entities, prioritizing depth over expansion. Watch the Full Episode To hear Greg Kyte’s full story and gain deeper insights into the intersection of finance, healthcare, and humor, watch the full episode of Building the Premier Accounting Firm on YouTube or your favorite podcast platform. Subscribe to stay updated on future episodes that explore how accountants, bookkeepers, and advisors are redefining the profession.   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 (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 ### Why Smart Business Owners Burn Out — And the 10 Proven Fixes That Actually Work Burnout is no longer the exception in entrepreneurship—it's the rule. Even the most successful, motivated, and intelligent business owners are quietly battling chronic stress, often without realizing how close they are to the edge. In this episode of Building the Premier Accounting Firm, host Roger Knecht sits down with Andrew O’Brien, burnout coach and founder of The Mindblowing Coach, to uncover why smart business owners are burning out—and what to do about it. Meet Andrew O’Brien: The Mindblowing Coach Behind the Mission Andrew O’Brien didn’t become a burnout expert by chance. He lived it. “I was never the kind of person who was able to master my stress,” Andrew explains in the episode. “I became a perfectionist as a way to fit in… That created a lot more pressure for myself—self-initiated pressure, which is not sustainable.” After years of suffering from anxiety, OCD-like tendencies, and even physical symptoms like vision loss due to stress, Andrew turned to science to understand what was happening inside his body and mind. With over 25 years of experience in HR and health coaching, he now helps entrepreneurs and organizations build resilience using evidence-based strategies. The Science of Stress: Real vs. Perceived Threats According to Andrew, understanding the stress response starts with one key truth: stress isn’t inherently bad. “Our stress response is there to protect us,” he says. “The amygdala, the part of the brain that triggers fear, doesn’t know the difference between real and perceived threats.” This inability to distinguish between actual danger and emotional or cognitive pressure is what leads many professionals into a prolonged stress state. Over time, that short-term stress becomes chronic—and if left unchecked, it evolves into full-blown burnout. Roger adds, “It’s very important to understand: you shouldn’t exist in that state continually… Your body is physically reacting when you’re under constant stress.” Why Entrepreneurs Burn Out Faster Business owners face a unique set of stressors that often go unacknowledged. Perfectionism, overwork, fear of failure, and emotional isolation all contribute to a slow decline in well-being. “Before my coaching career, I was in HR,” Andrew says. “That world was not for me. It led to my burnout—doing something that wasn’t fueling me, that was actually draining my soul.” This phenomenon is especially common in high-achieving individuals. Driven by a desire to succeed, they ignore the signs of stress until they hit a breaking point. For accountants, bookkeepers, and other service-based professionals, the emotional labor of client work can intensify the problem. The 10 Buckets Framework: Fixing Burnout from the Inside Out Andrew developed a science-based system he calls the “10 Buckets”, designed to help people reverse burnout and restore balance. While he shares all ten in the episode, here are a few practical highlights: Breathing: Deep, conscious breathing activates the parasympathetic nervous system and helps restore mental clarity. “Our brains use 20% of our body’s oxygen,” Andrew notes. “Even mild deprivation impacts how we function.” Hydration: Staying hydrated supports cognitive performance and mood regulation. The brain is 80% water, and dehydration increases fatigue and irritability. Laughter: One of the simplest yet most effective stress relievers. “When we laugh, our cortisol levels drop, and happy hormones increase,” Andrew says. “Even if it’s just watching a sitcom—laughter heals.” Nutrition: Whole foods, lean proteins, and healthy fats fuel brain chemistry. Andrew emphasizes avoiding processed foods that disrupt serotonin production. Movement: Regular physical activity boosts blood flow to the brain, increases focus, and helps release pent-up stress hormones. Each bucket represents a core area of physical or emotional well-being. “It’s about optimizing brain health,” he explains, “because when we do that, we optimize our nervous system—and that’s how we master stress.” Burnout Is Not a Failure—It’s a Signal One of the most powerful takeaways from the episode is that burnout isn’t a sign of weakness. “You are not broken,” Andrew emphasizes. “This is your body doing what it’s supposed to do—responding to overwhelming stress. You just weren’t taught how to manage it.” Roger echoes this message: “You are enough. There isn’t anything lacking. You’re a good person… We just need tools and support.” Whether you’re feeling mildly overwhelmed or emotionally exhausted, seeking help is a courageous first step. Andrew encourages anyone struggling to reach out to a coach or therapist—and for those in crisis, to call 988, the mental health hotline. Listen to the Full Episode: Your Path to Recovery Starts Here If you're a business owner, accountant, or entrepreneur who feels like you're constantly running on fumes, this episode could be the turning point you’ve been looking for. Tune in to hear the full conversation with Andrew O’Brien on Building the Premier Accounting Firm. You’ll walk away with not just insights—but a blueprint for reclaiming your energy, purpose, and peace of mind. Listen now and take your first step toward burnout recovery. Your well-being isn’t optional—it’s essential. Offers: Get your free Marketing Gap Analysis. In under 15 minutes this assessment will reveal the strengths and gaps in your marketing compared to the best-in-class standards for accounting, bookkeeping, tax, CAS and business advisory firms,along with recommendations on what you can do to improve.Get started now at https://fixyr.com/fixyourmarketing 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 ### Bookkeepers Aren’t CFOs — And It’s Costing You Big (ft. Nolan Bradbury) In today’s fast-paced business world, clarity in roles is more critical than ever—especially when it comes to your financial team. Many business owners unknowingly blur the lines between bookkeepers, accountants, and CFOs, expecting strategic insight from professionals who were only hired to record data. The result? Stalled growth, missed opportunities, and decisions based on flawed assumptions. In this episode of Building the Premier Accounting Firm, host Roger Knecht sits down with Nolan Bradbury, founder of Bradfield Accounting, to expose the costly gap between what entrepreneurs think they’re getting—and what they’re actually paying for. Meet Nolan Bradbury: From Big 4 to Business Builder Nolan Bradbury’s journey is anything but ordinary. From an aspiring psychology major to a seasoned financial expert with experience at a Big Four accounting firm, Nolan brings a unique blend of business acumen and emotional intelligence to the world of small business finance. After working in both public and private sectors—including taking a company public—Nolan realized he wanted to work more directly with business owners. He now leads Bradfield Accounting, where he helps clients navigate growth by offering digestible, actionable financial insight—not just reports. “I just want to help the people that are hiring me,” Nolan shared. “When you work in big public accounting… you just don’t get that exposure.” Bookkeepers, Accountants & CFOs: What’s the Difference? One of the most eye-opening parts of this episode is Nolan’s breakdown of how misunderstood financial roles truly are. “They think the accountant is a CFO. They think a bookkeeper is an accountant,” Nolan explains. “As a profession, we’re too flippant about the use of those terms… The management of expectations is totally off.” Here’s a simplified breakdown: Bookkeepers input and organize financial transactions. Accountants ensure compliance, prepare reports, and file taxes. CFOs analyze trends, forecast outcomes, and drive strategy. Confusing these roles leads to missed strategic opportunities and frustration when expectations aren’t met. The Real Danger: Compliance Without Strategy Most business owners assume that receiving accurate financial statements means their accountant is “on top of things.” But this belief masks a more serious problem: many financial professionals are only providing compliance services, not guidance. Nolan captures this perfectly: “You’re not reviewing these [financials]… You’re not taking any time to analyze the reports nor give feedback… The business owner is just assuming… you will eventually provide that insight.” This mismatch results in stagnant growth and poor decision-making—because numbers without interpretation are nearly useless. The Advisory Gap: What You Really Need from Your Financial Team When a business owner hires someone to “handle the numbers,” what they’re really asking for—though they may not know how to articulate it—is strategy. “When people come to you to hire you for bookkeeping or tax, they’re not actually hiring you for bookkeeping or tax,” Nolan says. “What they’re actually looking for is the strategy that comes from those things.” The problem is compounded when financial professionals don’t clarify their service boundaries, and business owners don’t know the right questions to ask. This creates a relationship where neither side is truly aligned. The Rule of 3 & 10: Why Your Growth Has Stalled Nolan introduces a powerful concept that many entrepreneurs overlook: the Rule of 3 and 10. “As you scale from 1 to 3, 3 to 10, 10 to 30… the thing that got you to that last level is the thing that’s going to hold you back from reaching the next level,” he explains. In financial terms, that means: Manual spreadsheets might work at $300K, but fail at $1M. Quarterly reviews might suffice early on, but not at scale. A basic bookkeeper isn’t enough when strategic decisions are on the line. To break through growth plateaus, your financial systems and support must evolve alongside your revenue. From Transactional to Transformational: Redefining the Financial Relationship A key theme in this conversation is the emotional and relational side of financial advisory. Nolan’s background in psychology heavily influences his approach to client relationships. “There are two types of relationships… transactional and the one that extends beyond that,” he says. “You have to understand them. They have to understand you. For a relationship to be an actual relationship, you have to have more than one person show up and want it to be a relationship.” That shift—from once-a-year tax talk to ongoing strategic conversations—can change everything for a business. Offers: Get your free Marketing Gap Analysis. In under 15 minutes this assessment will reveal the strengths and gaps in your marketing compared to the best-in-class standards for accounting, bookkeeping, tax, CAS and business advisory firms,along with recommendations on what you can do to improve.Get started now at https://fixyr.com/fixyourmarketing 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 ### The 3 Marketing Moves That Grew Accounting Firms by 300% : Insights from Apoorv Dwivedi In today’s competitive accounting landscape, traditional marketing tactics no longer cut it. In this episode of the BPAF Podcast, marketing strategist Apoorv Dwivedi reveals the exact strategies that helped his clients scale their firms by up to 300%. Whether you're a solo CPA or running a mid-sized firm, these practical, proven marketing moves can make all the difference. Meet Apoorv Dwivedi: The Marketing Brain Behind the Growth Apoorv Dwivedi is the founder of Fixyr Marketing, a consultancy focused on helping professional service firms—especially accounting practices—attract and retain clients. Drawing on years of experience, Apoorv has developed a strategic framework tailored specifically to the accounting industry, focusing on lead generation, brand visibility, and scalable growth systems. Marketing Move #1: Mastering the Referral Engine Referrals are often considered the gold standard in client acquisition—but most firms rely on them passively. Apoorv challenges that approach. In the episode, he shares: "We implemented a structured referral system, and within a year, we saw client acquisition rates skyrocket by 250-300%." This “referral engine” involved creating consistent client touchpoints, offering referral incentives, and using CRM tools to track and nurture referral partners. The key, Apoorv notes, is turning referrals from a passive hope into a proactive strategy. Marketing Move #2: The Content Strategy That Doubled Leads While many firms focus on brochures and service pages, Apoorv emphasizes the importance of value-driven content. When one of his clients shifted to content that educates and solves client problems, the impact was immediate. "When we shifted our content marketing approach—focusing on value-driven insights rather than just promotions—our inbound leads doubled in under six months." [00:24:30] This included creating blog articles, short videos, and downloadable guides designed to position the firm as a thought leader, not just a service provider. Marketing Move #3: Outbound Done Right (Cold Outreach & LinkedIn) Outbound marketing isn’t dead—it’s just often poorly executed. Apoorv describes how well-structured cold email campaigns and LinkedIn outreach, when personalized and strategic, can yield impressive results. "Outbound strategies like cold email and LinkedIn outreach brought in high-value clients, but the real magic happened when we combined them with personalized follow-ups." Instead of spammy messages, Apoorv recommends crafting outreach that’s relevant, specific, and helpful. Common Pitfalls Accounting Firms Make in Marketing One of the episode’s most insightful segments is when Apoorv discusses why many accounting firms struggle with marketing. He notes several recurring mistakes: Over-reliance on outdated tactics like print ads or brochure-based websites Lack of clarity in messaging—failing to differentiate from competitors No follow-up system after initial client contact "A lot of firms put up a website, maybe run a few ads, but there's no strategy behind it. It’s scattered and reactive." These pitfalls can waste time and budget, creating frustration instead of results. The Mindset Shift: Consistency Over Chaos Many firms fall into a feast-or-famine cycle—ramping up marketing during slow seasons, then stopping once business picks up. Apoorv argues that the key to sustainable growth is consistent execution, not one-off campaigns. "You need a repeatable marketing system. One that works even when you're busy servicing clients." Consistency builds brand trust, keeps the pipeline full, and reduces dependence on chance-based referrals. Final Thoughts: Implementing the 3 Moves Today The path to transformative growth in the accounting space isn’t about flashy tactics—it’s about repeatable systems. Apoorv’s three marketing moves—referral systems, value-first content, and strategic outbound—offer a clear roadmap. For firm owners serious about scaling, this episode delivers not just ideas but actionable strategies. Listen to the full episode to dive deeper into each tactic and hear real-world success stories. Offers: Get your free Marketing Gap Analysis. In under 15 minutes this assessment will reveal the strengths and gaps in your marketing compared to the best-in-class standards for accounting, bookkeeping, tax, CAS and business advisory firms,along with recommendations on what you can do to improve.Get started now at https://fixyr.com/fixyourmarketing 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 ### Why Smart Businesses Hire Fractional CFOs (And How It Boosts Profit) Featuring Shena White For many growing businesses, managing finances effectively can be a major challenge. Hiring a full-time Chief Financial Officer (CFO) is often too costly, yet financial oversight is crucial for scaling and maintaining profitability. This is where fractional CFOs come in offering expert financial guidance without the full-time commitment. In this episode of Building the Premier Accounting Firm, host Roger Knecht sits down with Shena White, a seasoned CFO and financial strategist, to discuss how fractional CFOs help businesses grow, avoid financial pitfalls, and prepare for long-term success. Shena shares her personal journey into the field and provides key insights into financial management, cash flow strategies, and exit planning. Meet Our Guest: Shena White Shena White is an award-winning financial expert specializing in CFO and advisory services. Her journey into financial consulting was shaped by a personal experience that changed her perspective on business finances. “I used to own a contracting business, and about three years in, I found out my accountant had embezzled all of my tax money… I was devastated,” Shena recalls. “That experience forced me to take control of my business finances, and I was able to turn my company around from 4% to 24% profit in a single year.” Today, Shena helps business owners optimize their financial operations, scale their businesses, and avoid the financial mistakes she once encountered. Her expertise lies in cash flow management, financial forecasting, and exit planning, making her a highly sought-after fractional CFO. What Is a Fractional CFO? A fractional CFO is a part-time financial expert who provides strategic financial guidance to businesses that do not require (or cannot afford) a full-time CFO. Shena explains: “You have your bookkeeper, who handles transactions and keeps records accurate. Then, you have your CPA, who prepares your taxes. But in between, you need someone looking at the financial data to guide decision-making and future planning. That’s where a fractional CFO comes in.” Unlike bookkeepers or accountants, fractional CFOs focus on financial strategy, forecasting, and business growth planning. They help business owners: Analyze financial performance Develop profit-boosting strategies Manage cash flow and capital allocation Prepare for expansion, funding, or acquisition How a Fractional CFO Helps Businesses Scale Profitably Many businesses struggle with profitability, not because they lack customers but because they don’t manage their finances strategically. A fractional CFO helps businesses scale by optimizing cash flow, reducing unnecessary costs, and ensuring financial stability. Shena highlights the importance of data-driven decision-making: “Too many business owners make financial decisions based on gut feeling. A fractional CFO ensures you’re making decisions based on numbers—real financial data that tells the story of your business.” Some key ways a fractional CFO supports business growth: Cash Flow Optimization: Ensuring the company has enough liquidity to cover expenses and invest in growth. Profitability Analysis: Identifying areas where revenue can be increased and expenses reduced. Financial Forecasting: Helping businesses anticipate future financial needs and risks. Why Smart Businesses Choose Fractional CFOs Over Full-Time CFOs Many business owners assume that hiring a CFO means committing to a six-figure salary. However, most small to mid-sized companies don’t need a full-time CFO—they simply need expert financial guidance at key moments. “A full-time CFO can cost anywhere from $200,000 to $350,000 per year, which is out of reach for most small businesses,” Shena explains. “A fractional CFO gives you that same level of expertise but at a fraction of the cost.” A fractional CFO is especially useful for businesses that want financial expertise without the high overhead costs. Business Finance Mistakes & How to Avoid Them Many business owners unknowingly mismanage finances, leading to cash flow problems, tax issues, and reduced profitability. Shena highlights some common financial mistakes: Poor Cash Flow Management “Cash flow is the lifeblood of a business. If you don’t manage it well, you can be profitable on paper but still run out of money.” Neglecting Financial Planning “You can’t just look at your bank balance to gauge success. You need financial reports and forecasts to plan ahead.” Underestimating Tax Obligations “Too many businesses underpay taxes, then get caught with massive bills later. A CFO helps you plan for tax liabilities before they become a crisis.” Not Having Emergency Reserves “Always have three to six months of cash reserves. Business downturns are inevitable, and financial preparedness keeps you afloat.” The Role of a Fractional CFO in Preparing for Growth & Exit Strategies For business owners looking to sell or scale their company, a fractional CFO is invaluable. Shena explains that preparing for an exit strategy requires years of financial structuring: “If you plan to sell your business in the next 3-5 years, you need to show strong financial records, steady cash flow, and growing profitability. If you’ve spent years avoiding taxes and underreporting profits, your business will look less valuable to buyers.” A fractional CFO ensures that businesses are financially structured for long-term success, helping owners: Increase company valuation before selling Secure funding from investors Implement profit-maximizing strategies Final Thoughts Hiring a fractional CFO is one of the smartest financial moves a business can make. Whether you’re struggling with cash flow, planning for expansion, or preparing for an exit, a fractional CFO helps you make informed financial decisions. Want to learn more? Listen to the full podcast episode with Shena White here: For more business finance and strategy insights, subscribe to Building the Premier Accounting Firm today! Offers: Enroll for free in this course for Personal & Family Financials Then get your free copies of “Your Strategic Accountant” and “Your Profit & Growth Expert”. 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 ### Why Most CPAs Lose Clients (And the Simple Fix That Builds 7-Year Relationships) Many CPAs struggle with client retention, often losing customers within just a few years. The problem isn't necessarily poor accounting skills, it’s a lack of meaningful client relationships. Accounting is more than just crunching numbers it’s about; trust, communication, and long-term value. In this episode of Building the Premier Accounting Firm, host Roger Knecht sits down with Ralph Estep Jr., an experienced accountant and podcast host, to discuss the key to keeping clients for seven years or more. Estep shares how most CPAs unknowingly drive clients away and offers a simple yet powerful fix that transforms short-term engagements into long-term partnerships. Meet the Guest – Who Is Ralph Estep Jr.? Ralph Estep Jr. is an accounting professional with over 30 years of experience. He runs his own accounting firm and is the host of the Ask Ralph podcast, where he provides financial and business insights with a faith-based approach. His journey in accounting started at an early age, influenced by his father’s firm. However, he soon realized that numbers alone weren’t enough—clients needed more than tax returns and balance sheets. They needed an advisor they could trust. This mindset led him to focus on relationship-driven accounting, a strategy that has kept clients coming back for decades. “I believe life’s all about relationships, and I recognized early on that my goal in life is to make lifelong relationships with my clients.” The Hidden Problem – Why Most CPAs Struggle to Retain Clients Most accountants assume that if they provide accurate reports, file taxes on time, and follow regulations, their clients will stay. However, research shows that many clients leave within three years—not because of technical issues, but because of a lack of engagement and proactive communication. According to Estep, the number one complaint clients have about their accountants is that they don’t feel valued or heard. “The number one chief complaint I hear from clients is: ‘My accountant never took the time to have a conversation with me.’ This is where most CPAs go wrong. Instead of waiting for clients to reach out with problems, they should initiate conversations, offer guidance, and show that they genuinely care about their client’s business success. The 7-Year Rule – What the Best CPAs Do Differently A long-term client relationship isn’t accidental. Successful CPAs follow a strategic approach that keeps clients for seven years or more. “The lifetime value of a client from an accounting perspective is described as seven years.” The best accountants don’t just prepare taxes—they act as trusted advisors. They take the time to understand their clients’ business goals, anticipate challenges, and provide proactive solutions. Clients stay with accountants who:? Offer strategic financial guidance, not just tax filing? Communicate regularly, not just during tax season? Provide insights that improve business decisions? Use technology to streamline communication and transparency This approach builds trust, loyalty, and long-term business partnerships. The Simple Fix – How to Build Lasting Client Relationships The secret to client retention is simple but often overlooked—shift from transactional accounting to a relationship-first approach. 1. Regular Check-ins Beyond Tax Season Many CPAs only contact their clients when it's time to file taxes. Instead, successful accountants schedule periodic check-ins to discuss financial planning, business growth, and potential risks. “If you engage proactively with your clients, they'll actually experience something that they're perhaps not experiencing from anyone else—and it’s the fact that you care.” 2. Personalized Financial Advice A strong CPA-client relationship goes beyond basic accounting services. Offering customized financial strategies tailored to each client’s needs makes a significant difference. For example, instead of simply filing a business owner’s taxes, a proactive accountant might suggest ways to: Reduce tax liability Improve cash flow management Optimize business expenses 3. Leveraging Technology for Transparency Clients often feel frustrated when they don’t know the status of their financial documents or tax filings. Modern accountants use cloud-based tools to provide real-time updates and keep clients informed. Tools like SmartVault and Zenes, mentioned in the podcast, allow CPAs to: Store and share financial documents securely Automate client notifications Provide easy access to past tax returns and financial reports “One of the biggest frustrations I’ve heard is people say, ‘Yeah, I dropped off my stuff at the accountant and I don’t hear from them for months.’ Technology eliminates this problem by ensuring clients always know what’s happening with their financials. Faith, Purpose, and the Bigger Picture in Accounting For Estep, client relationships aren’t just about retention—they’re about serving others with purpose. He believes that true success in accounting comes from impacting lives, not just growing a business. “You’re going to stand before Christ one day… and I’m hoping I can say I impacted these people.” Many accountants focus solely on revenue, but those who prioritize service, trust, and faith-driven values end up building stronger, more meaningful relationships—which ultimately leads to greater success. Conclusion & Call to Action CPAs who struggle with client retention aren’t losing clients because of technical skills—they’re losing them due to a lack of engagement and personal connection. The 7-year rule proves that accountants who take a proactive, relationship-driven approach will naturally keep clients longer. By checking in regularly, offering personalized financial guidance, and using technology to improve communication, CPAs can turn short-term engagements into lifelong business partnerships. Want to learn more? Listen to the full episode of Building the Premier Accounting Firm to hear Ralph Estep Jr. share his strategies for client retention and business success. Subscribe to the podcast for more expert insights on accounting and business growth. ### The #1 Money Mistake That Could Kill Your Business – Insights from CFO Expert Sarah Webb Why Most Businesses Struggle Financially Financial mismanagement is one of the leading reasons why businesses fail. Many entrepreneurs start with a great product or service, but without a solid financial strategy, even the most promising businesses can struggle to survive. One of the biggest mistakes business owners make is neglecting financial oversight, which can lead to serious cash flow issues, unpaid invoices, and eventually business failure. In a recent episode of the BPAF Podcast, Sarah Webb, a seasoned financial expert and founder of Web CFO, shared valuable insights on how businesses can avoid financial pitfalls. Drawing from years of experience in corporate finance, tax, and business leadership, Webb highlights the #1 financial mistake that could kill a business—and provides practical solutions to ensure long-term financial health. Meet Sarah Webb: A CFO with Real-World Business Experience Sarah Webb's journey into accounting and finance started at an early age. In the podcast, she recalls a childhood memory that hinted at her future in finance: "I think I was always destined to be an accountant. As a child, I would pick out Valentine's Day cards in the form of a checkbook and write checks to my classmates." After earning her degree from Texas A&M, Webb worked with prestigious firms like PwC and Alcon Laboratories. She later transitioned into running her own fractional CFO and accounting firm, Web CFO, where she helps small and medium-sized businesses manage their finances effectively. Her unique background in marketing and business leadership has given her an edge in growing her own company while helping clients make smarter financial decisions. The #1 Financial Mistake That Can Kill Your Business According to Webb, the biggest financial mistake business owners make is abdication of financial responsibility. Many entrepreneurs blindly trust bookkeepers, accountants, or financial staff without personally understanding the financial health of their business. "I see a lot of business owners abdicate responsibility of the financials to an office staff or bookkeeper, someone they’ve trusted for years. They assume everything is being handled correctly, but often that’s not the case." This mistake can lead to: 1. Uncollected revenue (accounts receivable issues) 2. Excessive spending without financial oversight 3. Failure to track key financial metrics 4. Potential fraud or accounting errors going unnoticed Webb emphasizes that business owners should regularly review financial reports, ask questions, and maintain direct involvement in financial decisions—even if they have a trusted team in place. How a Fractional CFO Can Save Your Business Many small businesses may not have the resources to hire a full-time CFO, which is why fractional CFO services have become increasingly popular. Webb explains that a fractional CFO provides high-level financial guidance without the cost of a full-time executive. "If you're above the $3 million mark in revenue and want to keep growing, it's probably time to bring in a fractional CFO—even on a monthly or quarterly basis." A fractional CFO helps with: 1. Cash flow management: Ensuring businesses have enough liquidity to cover operations 2. Financial forecasting: Preparing for growth, investments, and market changes 3. Business budgeting: Controlling expenses and maximizing profitability 4. Investor and bank relations: Securing funding and maintaining financial credibility   Webb highlights that many fast-growing startups or businesses with outside investors should bring in a CFO much earlier, even if they haven’t hit high revenue levels yet.   Three Essential Numbers Every Business Owner Must Track Webb stresses that successful businesses focus on three key financial metrics: 1. Accounts Receivable (AR) Many businesses ignore AR, assuming that invoices will eventually be paid. "If you cannot collect, your family doesn’t eat," Webb warns. Businesses must actively monitor and follow up on outstanding payments. 2. Gross Profit Margin Understanding how much profit remains after direct costs is critical for sustainability. Businesses that fail to maintain healthy profit margins often struggle to scale. 3. Cash Reserves "This is how many weeks of cash you have on hand," Webb explains. Businesses should maintain enough cash to cover unexpected expenses or slow sales periods. Without tracking these numbers, business owners risk running out of money before they even realize there’s a problem.   Avoiding Financial Disaster: Actionable Steps for Entrepreneurs To avoid financial trouble, business owners should take proactive measures to strengthen their financial foundation:   1. Set Up Internal Financial Controls Regularly review bank statements, reconciliations, and transaction reports. Implement a dual-approval process for major expenses to reduce fraud risk.   2. Work with a Financial Expert Even if you have a bookkeeper, consult a CFO or financial strategist regularly. Ensure your financial reports align with your business goals.   3. Monitor Key Metrics Weekly or Monthly Use dashboard tools to track AR, cash flow, and profit margins. Establish a habit of reviewing reports to spot trends before they become major issues.   4. Use Financial Automation Tools Many businesses underutilize accounting software like QuickBooks or NetSuite. Automating invoice collection, expense tracking, and reporting can improve accuracy and efficiency.   By implementing these steps, business owners can gain better financial control and make more informed decisions about their company’s future. Listen to the Full Podcast Episode & Learn More The insights shared by Sarah Webb in this episode provide actionable advice for any business owner looking to improve their financial management. To hear the full discussion, including additional expert tips, tune in to the BPAF Podcast. Listen now: Conclusion: Take Control of Your Business Finances Today Many business failures are not due to bad products or poor customer service, but rather bad financial management. As Sarah Webb emphasizes, business owners must take an active role in understanding their finances to ensure long-term success. By tracking key financial metrics, hiring expert guidance, and improving internal financial controls, entrepreneurs can avoid costly mistakes and create a profitable, sustainable business. For more expert insights on business finance, accounting, and growth strategies, be sure to subscribe to the BPAF Podcast and stay informed on the latest financial trends. Offers: Enroll for free in this course for Personal & Family Financials Then get your free copies of “Your Strategic Accountant” and “Your Profit & Growth Expert”. 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 ### Calling vs. Career: Are You Confusing the Two? With Scott Maderer In this episode of “Building the Premier Accounting Firm,” Roger Knecht interviews Scott Maderer on aligning personal purpose with business goals. Discover how to identify your calling, manage time and finances effectively, and build a fulfilling career in accounting. Gain actionable strategies for self-reflection and achieving authentic success. Scott and his wife Carrie started a ministry which evolved into Inspired Stewardship, a business focused on helping Christian men and couples live out their calling. Scott’s personal journey through financial struggles and rediscovering his faith informs his coaching approach, emphasizing self-reflection and aligning actions with core values. Key Takeaways from the episode: ? Identify the difference between your calling and your assignments for a more purposeful life. ?? Perform a time audit to understand where your energy is being spent and reclaim wasted time. ???? Reflect on past experiences to identify patterns in what gives you energy versus what drains you. ? Learn to say “no” to opportunities that don’t align with your core values and purpose. ?? Integrate faith and personal values into your business for a more authentic approach. Thank you for joining us for another episode of Building the Premier Accounting Firm. If you have questions about starting your own journey to entrepreneurship with an accounting business of your own, 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: Scott has some free resources to take advantage of: https://inspiredstewardship.com/premieraccounting Visit: https://inspiredstewardship.com/premieraccountinghttps://inspiredstewardship.com/premieraccounting Gain the confidence to run your daily routine using Time Management and have a healthy relationship with money. 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 ### Exit Strategy Secrets: Build an Accounting Firm That Sells With Len Bruskiewitz In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Len Bruskiewitz, a seasoned business coach and certified exit planning advisor with extensive experience in helping business owners navigate successful transitions. Drawing from his background in tech and business coaching, Len shares invaluable insights about the critical intersection of accounting and exit planning. They explore how accounting professionals can better serve their clients while preparing their own firms for future transitions. In This Episode: Understanding the fundamentals of exit planning The role of accounting in business transitions Maximizing business value through proper documentation Different exit strategies and their implications Building sustainable processes for long-term success Key Takeaways: Recognize the importance of exit planning and its impact on business value and legacy. Understand how EBITDA and add-backs influence business valuation, irrespective of tax strategies. Identify common reasons why business owners avoid exit planning, and how to overcome these hurdles. Implement strategies to build a sustainable business with documented processes and a strong client base to increase valuation. Explore various exit options: family succession, employee/management buyout, or third-party sale, and weigh their respective pros and cons. Final Thoughts: Len’s journey from technology to exit planning expertise underscores how accounting professionals must integrate exit planning into their client services, emphasizing its significance for business valuation and post-exit success. The discussion highlights the importance of creating self-sustaining businesses through proper documentation and systems. Thank you for joining us on this episode of Building the Premier Accounting Firm. Connect with our team at 435-344-2060 to learn more about how you can grow your accounting business today. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Use this FREE tool to get a quick estimation of your business value and an overview of the things that would increase that valuation. Go HERE: www.greaterheightscoaching.com  to access the Business Valuation Calculator. Also, 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. Now is the time to also become for your clients a certified Profit & Growth Expert, PGE.  Add to your accounting services the CFO & Advisory skills you need to help your clients plan for their exits. 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 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 ### Remote Accounting Teams: Wendy Barlin’s Tips for Scaling Without the Headache In this episode of Building the Premier Accounting Firm, business strategist Wendy Barland sits down with Roger Knecht and shares her journey from South Africa to building and selling a seven-figure accounting firm, offering insights on acquisitions, remote teams, and the importance of defining accounting services. Discover how to cultivate a thriving accounting business and create a fulfilling career. In This Episode: Wendy shares her journey from South Africa to building a successful accounting practice, discussing key strategies for firm acquisitions, remote team management, and service definition. She details her experience buying and integrating two firms, building a remote workforce, and ultimately selling her practice. Key Takeaways: Acquire strategically: Evaluate firms carefully and understand the value beyond just revenue. Embrace remote work: Build a responsible and respectful remote team by setting clear expectations and focusing on results. Define services clearly: Differentiate between bookkeeping, accounting, and CFO services to manage client expectations effectively. Prioritize company culture: Create a positive work environment to attract and retain top talent. Plan your exit: Prepare for the emotional and practical aspects of selling your business with a clear post-sale plan. Thank you for joining us for another episode of Building the Premier Accounting Firm. For more information on how you can follow in Wendy’s footsteps and start your own thriving accounting business, visit us at universalaccounting.com or 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: Reach out the Wendy, she’s happy to connect - Visit: www.wendybarlin.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 (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 ### 5 Excel Mistakes Costing Accountants Time & Money With Jeff Lenning Welcome to another insightful episode of Building the Premier Accounting Firm, where Roger Knecht, president of Universal Accounting Center, guides you on your journey to building a successful accounting business. In this episode, we explore essential Excel features for accountants, including Power Query for data automation, Pivot Tables for analysis, and AI integration for enhanced productivity. Jeff shares insights on implementing error-checking systems and transforming manual processes into automated solutions. The discussion covers the importance of Excel education for career development and practical tips for immediate workflow improvement. Key Takeaways: Master data automation through Power Query, Power Pivot, and Pivot Tables for streamlined workflows. Enhance Excel proficiency using AI tools like ChatGPT and Microsoft Copilot for formula comprehension. Implement dedicated error-checking systems to ensure report accuracy and reliability. Transform manual processes into formula-driven solutions for enhanced workflow automation. Invest in Excel education for emerging professionals to strengthen their career prospects. Episode Wrap-Up  Thanks for joining us for this enlightening conversation with Jeff Lenning on Excel mastery in accounting. Remember to implement these powerful automation techniques in your practice, and don’t forget to check out Excel University for more advanced tips. For a deeper dive into building a thriving accounting practice, visit universalaccounting.com or call 435-344-2060. Until next time, keep innovating and automating!     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Sign up for the FREE Excel weekly tips newsletter and take a free Excel class: https://www.excel-university.com/tips   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 ### Beyond Comfort Zones: Transformative Journeys in Leadership and Growth w/ Vamsi Polimetla Welcome to another insightful episode of Building the Premier Accounting Firm, where Roger Knecht, president of Universal Accounting Center, guides you on your journey to building a successful accounting business. In this episode, we have the privilege of welcoming Vamsi Polimetla, a seasoned leadership development coach with an impressive track record at pioneering companies like SpaceX, Amazon and Apple. Vamsi shares his expertise on unleashing the untapped potential within individuals, drawing on Eastern philosophies to help clients achieve their goals more efficiently. Episode Highlights: Vamsi’s Journey: Vamsi recounts his transformative journey from India to a 23-year career in IT before transitioning to leadership coaching. He shares personal growth experiences, including moving to the U.S. and overcoming self-doubt, which have shaped his coaching philosophy. Philosophy and Approach: Discussion on leveraging Eastern philosophies to help individuals step out of their comfort zones and create long-term life visions. Insights into maintaining focus on meaningful tasks for personal and professional success. Marketing and Sales for Accounting Professionals: A deep dive into the importance of using CRMs and email marketing for client acquisition in the accounting industry. Practical tips for accountants on developing effective marketing and sales strategies. Personal Development and Fulfillment: Vamsi shares transformative experiences, such as attending a Tony Robbins event, that inspired his shift from pursuing executive roles to finding fulfillment in serving others. Emphasizes the significance of proactive personal development and surrounding oneself with positive influences. Concepts and Frameworks: Introduction to Dan Sullivan’s concepts of “free days” and the importance of taking action before feeling completely ready. Life as a journey requires a destination, flexible paths, patience, and resilience. Presentation of the “four four four four” framework for personal and professional development, promoting clarity and momentum. Conclusion: Join us as we delve into these valuable insights with Vamsi, and learn how to apply them for positive change and personal fulfillment in your professional journey. Whether you’re in the accounting field or looking to unlock your potential, this episode offers actionable advice and inspiration. Don’t miss out on the opportunity to transform your approach to life and work.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Connect with Vamsi: https://www.linkedin.com/in/vamsipolimetla/   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 ### From Pars to Profits: Mastering SEO for Accounting Firms with Jeremy Estey In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Jeremy Estey, a seasoned marketing expert specializing in accounting firms. Jeremy shares his expertise on transforming bookkeeping and tax services into profitable ventures through strategic marketing, with a particular emphasis on the power of search engine optimization (SEO). Main Themes: Jeremy Estey’s Journey: Transition from the golf media industry to founding Amber Sky Marketing. Specialization in accounting firms, focusing on cash flow services and business adaptation. Enhancing Bookkeeping and Tax Services: Shifting focus from low-profit tax returns to lucrative recurring clients. Using SEO to optimize web pages for better search engine rankings. Content Marketing and Trust Building: Importance of creating relevant and engaging content to build trust and establish credibility. Positioning businesses as industry experts to attract potential clients. Value-Added Services in Accounting: Emphasis on offering tax strategies and advisory roles, especially in cash management. Educating clients through content marketing and maintaining a robust online presence. Integrated Online Marketing Strategy: Differentiating SEO from SEM and the significance of each. Using Google Ads for ready-to-purchase users and Facebook Ads for brand awareness. Advocating for an omnichannel approach including social media and email marketing. Client Conversion Process: Three-stage process: awareness, relationship building, and conversion. Utilizing CRM data for nurturing client relationships and future marketing efforts. Strategic Business Development: Importance of a business plan, effective pricing, and targeted marketing. Benefits of niching to streamline efforts and offer tailored services. Personal Interests: Jeremy briefly shares his passion for golf, touching upon notable courses and his personal experiences in the sport. Join us as we explore the evolving landscape of accounting firms and discover how strategic marketing can propel your business towards success.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Reach out to Jeremy to learn each of the four components that make up that strategy. https://amberskymarketing.com You can also reach out to him directly via LinkedIn: https://www.linkedin.com/in/jeremy-r-estey/ Or by email: jeremy@amberskymarketing.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 (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 ### Systematic Marketing Strategies for Telling Your Firm’s Story w/ Katie Thomas Welcome to another enlightening episode of Building the Accounting Firm, where we delve into the essential strategies for elevating your accounting business. In this episode, Roger Knecht is joined by guest CPA Katie Thomas, who brings a wealth of knowledge at the intersection of accounting and marketing. In this episode, we explore the vital role that marketing plays in attracting and retaining clients within accounting practices. Katie shares her journey from working in a family business to becoming a leader in the accounting and marketing field. She offers valuable insights into how firms can integrate marketing effectively to ensure their success. Tune in as we discuss key strategies for marketing integration, content creation, overcoming barriers, and client engagement, all tailored to help accounting professionals elevate their practices. Key Highlights: Katie Thomas’s Journey: Transition from a family business to a career in accounting and marketing. Emphasizes marketing as essential, not optional, for firm success. Marketing Integration: Importance of choosing the right social media platforms (e.g., LinkedIn for accountants). Regular, authentic engagement over spammy interactions. Content Creation and Personal Branding: Personal storytelling and unique perspectives in marketing content. AI tools can aid but should not replace genuine voices. A strong unique selling proposition is crucial, with personal input in marketing materials. Insights from “In the Black”: Enhancing client communication and balancing branding with short-term tactics. Innovative approaches like compelling offers and transformational storytelling. Overcoming Marketing Barriers: Addressing insecurities about self-promotion. Encouragement to collaborate with professionals and invest financially in marketing efforts. Client Nurturing and Engagement: Importance of structured nurturing processes (e.g., systematic check-ins, newsletters). Prompt engagement and consistent follow-ups to educate clients and position as experts. Collaborations and Growth Strategies: Collaboration between accounting service business owners. Job placement assistance program introduction. Recommendations like the “four c process” for growth. This episode is a must-listen for accounting professionals looking to enhance their marketing strategies and build stronger client relationships for sustained growth. Call 435-344-2060 to connect with Universal Accounting’s team to improve your marketing at your accounting firm.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: You need Katie's free foolproof guide on how to find and connect with your ideal clients online so you can increase your impact, influence, and income, go to: https://leaders-online.com/4cprocess/.   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 ### Growth through Alchemy: Chad Jenkins’ Visionary Strategies for Transforming Your Firm Welcome to another insightful episode of Building the Premier Accounting Firm with your host Roger Knecht. In this episode, Roger dives into how to grow an accounting business with Chad Jenkins, founder of SeedSpark. This episode centers around entrepreneurial growth in bookkeeping, accounting, and tax businesses. It emphasizes the transition from traditional methods to innovative approaches that foster collaboration and business expansion. Key Highlights: Entrepreneurial Journey: Chad shares his path, focusing on leveraging growth opportunities and shifting from a solopreneur mindset to business expansion. Innovative Approaches: Contrasts traditional accounting with modern strategies encouraging collaboration among professionals. Advocates for understanding client relationships to deliver exceptional value and encourage additional services. Collaboration and Differentiation: Emphasizes the importance of partnerships between accounting firms and other service providers to enhance offerings. Suggests creating “power teams” for referral relationships and unique service names for differentiation without forming new business entities. Comprehensive Services: Highlights the need to provide complete solutions to prevent clients from seeking alternatives. Technology and Growth: Discusses the role of technology, especially blockchain, in protecting intellectual property. Introduces the “curiosity catalyst” concept for continuous value creation. Ambitious Growth: “Just Add a Zero” encourages setting expanded financial goals, inspired by visionaries like Jeff Bezos. Literature for Insight: “Fiction Fuel”: Redefines friction as a growth catalyst and promotes early market change recognition. “Red to Black”: Guides accounting professionals in enhancing profitability. Visionary Mindset: Encourages businesses to act as “heroes” for stakeholders by addressing friction points. Advocates for long-term growth through proactive customer engagement and resourceful collaboration. This episode offers valuable strategies for accounting professionals aiming to grow their businesses by embracing innovation and collaboration. To take the next step toward starting or growing your accounting business, call Universal Accounting’s team of experts 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: Just Add Zero https://seedspark.com/freebook/   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 4353442060. ### From Balance Sheets to Branding: Karen Reyburn’s Journey in Creative Marketing for Accountants Welcome to another insightful episode of the Building the Premier Accounting Firm podcast. Join host Roger Knecht as he chats with Karen Reyburn about her journey from a qualified accountant to founding a creative agency dedicated to revolutionizing how accountants market their services. Karen shares her insights on overcoming the unique challenges accountants face when marketing their services, including the challenges of embracing more creative strategies, given the structured nature of their profession. Main Themes: Transition to Creativity: Karen discusses her shift from accounting to creative marketing, aiming to help accountants effectively promote their services. Defining USPs: The episode highlights the importance of identifying unique selling points and understanding target audiences to foster genuine connections with potential clients. Marketing & Whiskey Production Analogy: Marketing is likened to whiskey production, both requiring patience and strategic planning for sustained success. Consistent Branding Efforts: Karen emphasizes the need for continuous marketing efforts to build a recognizable and trustworthy brand. Understanding Client Needs: Effective engagement stems from a deep understanding of client requirements. Managing Expectations: The discussion covers the necessity of transparency and balancing tried-and-true methods with innovative strategies. Nurturing Leads: Tips on using online funnels and email campaigns to cultivate potential clients. Mental and Emotional Challenges: Acknowledging the mental and emotional hurdles accountants face, impacting their marketing effectiveness, and encouraging support during tough times. Balancing Long-Term and Quick Solutions: The whiskey and gin analogy illustrates the need for both long-term strategies and quick solutions in marketing efforts. Resources & Engagement: Courses & Books: Explore a marketing strategies course and recommended readings like “The Account Marketer” and “Your Strategic Accountant.” Further Learning Opportunities: Listeners are invited to delve into a podcast focused on building an accounting firm and to attend the GrowCon conference for networking and expert insights. Tune in for a captivating discussion on merging the worlds of accounting and creative marketing, filled with practical advice to help you build the premier accounting firm in your area. Thank you for joining us for this episode of Building the Premier Accounting Firm. For more information on how you can elevate your firm’s marketing, connect with Universal Accounting Center’s team at 435-344-2060, or schedule a time to discuss your future here.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Karen is kind enough to offer us the DIY Accountant Marketer video course which is now available and there is an introductory offer to have access to the recordings, workbook, and all other resources. https://wearepf.com/diy-accountant-marketer-course/ & receive a copy of her book as well. OR, just get a copy of her book, The Accountant Marketer: https://karenlreyburn.com/the-accountant-marketer/   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 ### From Cubicles to Virtual: Gina Cotner’s Guide to Making the Most of Delegation Join us in this insightful episode as we sit down with Gina Cotner, CEO of Athena Executive Services. Gina shares her inspiring journey from the corporate world to becoming a successful entrepreneur in the virtual assistance industry. This episode is a treasure trove for anyone interested in achieving a balanced work-life dynamic and understanding the transformative role of executive assistants. Main Themes: Transition to Entrepreneurship: Gina’s motivations for leaving corporate America. The quest for flexible work arrangements and passive income. Role of Executive Assistants (EAs): How EAs enhance productivity by managing administrative tasks. The benefits of delegating both professional and personal responsibilities. Remote Work Dynamics: Addressing productivity concerns for managers post-COVID-19. Choosing between remote and in-office EAs. Effective Delegation and Training: Importance of clear communication and workflows. Personal stories highlighting the shift from routine inefficiencies to process documentation. Financial Management Insights: Moving from a “save the day” mentality to fostering team accountability. Using the wisdom pyramid for decision-making in marketing, accounting, and production. Building Strong EA Relationships: The importance of effective communication and partnership. Metaphor of pickleball for adaptability and dialogue. Business Growth and Learning: Establishing clear procedures in businesses. Key success factors for bookkeeping, accounting, and tax businesses. Promotion of GrowCon as a valuable conference for networking and learning. Tune in to explore how strategic delegation and strong partnerships with executive assistants can revolutionize your business and personal life.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take advantage of this opportunity from Gina to learn more about working with a virtual assistant: https://athenaexecutiveservices.com/explore-hiring-a-va/   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 ### Sharon Francisco’s Journey to Entrepreneurial Empowerment On this week’s episode of Building the Premier Accounting Firm, Roger Knecht delves into the entrepreneurial journey of Sharon Francisco, who transitioned from a corporate role to founding a thriving bookkeeping business with her sister-in-law. Discover how Sharon’s experiences and insights have shaped her path and led to the creation of the “entrepreneurial bookkeeper” program, designed to empower others to achieve similar success. Main Themes: Entrepreneurial Transition: Sharon shares her story of leaving the corporate ladder to start a bookkeeping business of her own, highlighting the value of shared experiences during significant life changes. Overcoming Challenges: From becoming a single mother to tackling imposter syndrome, Sharon emphasizes the importance of open discussions about common issues faced by women in business. Professional Empowerment: The episode stresses breaking free from perceptions of subservience in professional roles and the significance of establishing clear client relationships and an abundance mindset. Strategic Business Development: Learn Sharon’s insights on how dating strategies can inform business development, focusing on targeted efforts and strategic alliances for success. Marketing & Client Relationships: Intentional marketing and investing in quality client relationships are key themes, along with promoting profitability through resources like the book “Red to Black.” Skills for Growth: Leadership, marketing, and sales skills are highlighted as crucial for growth in the accounting field. Work-Life Balance: Sharon addresses the importance of maintaining a healthy work-life balance, particularly for Australian bookkeepers, to prevent burnout. Resilience & Empowerment: Sharon’s story is a testament to resilience and self-empowerment, offering valuable lessons and resources such as the ebook “Your Strategic Accountant” and participation in networking events like GrowCon. Conclusion: Tune in to be inspired by Sharon Francisco’s journey of resilience and empowerment, and learn practical strategies for achieving success in the bookkeeping and accounting industry. To follow in Sharon’s footsteps and start a firm of your own, call 435-344-2060 to meet with Universal Accounting’s team of expert business coaches.     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Learn more about and connect with Sharon here: https://sharonfrancisco.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 (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 ### Navigating Growth, Mergers, and Private Equity in Accounting w/ Gary Shamis Welcome to this episode of “Building the Premier Accounting Firm,” where we explore the dynamic landscape of strategic growth and private equity in accounting firms. In this episode, host Roger Knecht is joined by industry expert Gary Shamis, who shares his incredible journey from an aspiring doctor to a leading accountant. Roger and Gary delve into strategic growth strategies, highlighting the importance of developing advisory services and targeting niche markets. Learn how technological advancements have facilitated geographic expansion and hear about the impressive evolution of a $4 million book into a $100 million firm in just 14 years. Gary provides insights into the challenges and opportunities presented by mergers, including his experience with BDO and the founding of a new consulting firm due to cultural mismatches. He also addresses the influence of private equity on accounting firms, discussing trends, financial implications, and the impact on firm culture and management dynamics. Key Topics Covered: Gary Shamis’ Career Journey: Transition from aspiring doctor to successful accountant. Expansion of his father’s accounting firm and eventual merger with BDO in 2014. Establishment of the largest restaurant practice among CPA firms in the U.S. Strategic Growth Strategies: Importance of developing advisory services and specializing in niche markets. Geographic expansion facilitated by technological advancements. The evolution of a $4 million book into a $100 million firm in 14 years. Challenges and Opportunities in Mergers: Experience of merging with BDO and founding a new consulting firm due to cultural mismatch. Insights on succession planning challenges, particularly millennials’ reluctance towards ownership. Private Equity Influence: Trends in private equity acquisitions targeting bookkeeping and CPA firms. Financial rewards and risks associated with selling to private equity, especially for senior partners. Impact of private equity on firm culture and management dynamics post-sale. Advisory Services and Misconceptions: Advocacy for a broader approach to advisory services. Addressing common misconceptions in the industry. Entrepreneurial Challenges Post-Sale: Emotional and operational challenges following the sale of a firm. The importance of strengthening operations regardless of selling intentions. Industry Trends and Recommendations: Private equity firms offering equity to younger employees for talent retention. Importance of maintaining strong client relationships amidst market changes. Encouragement for thorough due diligence before engaging with private equity. Join host Roger Knecht and guest Gary Shamis as they delve into the intricacies of growing an accounting firm, navigating mergers, and understanding the evolving role of private equity in the industry.   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 ### Edu-Marketing Mastery: Turning Knowledge into Profits w/Sarah Cordiner ? In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Sarah Cordiner to delve into the art of transforming intellectual property into lucrative online courses, particularly for accounting professionals. She emphasizes the role of edu-marketing in enhancing market positioning and business opportunities through effective education. Key Highlights: Passion for Education: Sarah shares her personal journey and passion for education, underscoring the importance of engaging learners to effectively market services, especially in the accounting field. Edu-Marketing Concept: Roger and Sarah discuss the innovative idea of edu-marketing, which involves sharing knowledge to generate leads and income. Sarah uses relatable analogies, such as chefs sharing recipes, to demonstrate how knowledge sharing can lead to business success. Building Trust and Attracting Clients: Sharing valuable information is likened to offering samples in a deli, where transparency fosters trust. This approach, like sharing financial tips, strengthens client relationships and attracts customers. Creating Monetizable Courses: Sarah highlights the significance of organizing knowledge into monetizable courses or curriculums that align with business models. Marketing strategies are crucial for promoting these courses effectively. Utilizing Tools and Trends: Tools like Google Trends are recommended to identify market demand, guiding the creation of tailored content. The progression from free resources to comprehensive materials and the rise of micro-learning post-COVID are highlighted. Membership Models and Community Building: Membership models provide ongoing access to expertise and create a sense of community among clients, with emphasis on adapting educational content into bite-sized segments for better engagement. Encouragement for Business Owners: Business owners, particularly in accounting, are encouraged to overcome self-doubt and create educational resources. Success in this area requires patience and an understanding of business models across industries. Brand Recognition and Long-Term Strategies: Establishing brand recognition now demands more interactions, with a focus on long-term strategies and relationship-building. Embracing Video Content and New Technologies: The potential for experts to create engaging video content and educational products is explored, alongside the challenges of adapting to new technologies and strategies. This episode is a must-listen for business owners looking to leverage their expertise through educational marketing and online courses, providing practical insights and strategies to enhance their market presence.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: This is what you need to have your Personalized Action Plan for your business: https://offer.sarahcordiner.com/linktree   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 ### The Rollercoaster to Financial Fluency w/ Dr. Patience Jackson Rose In this insightful episode of “Building the Premier Accounting Firm,” Universal Accounting Center president Roger Knecht sits down with Dr. Patience Jackson Rose, CEO of Red Worldwide, Inc., to explore the intersection of accounting, education, and empowerment. Dr. Rose discusses her journey from working at Six Flags to becoming an advisory-focused accountant, emphasizing how empathy and comprehensive services can boost client success. The conversation highlights the importance of education, especially for people of color, through initiatives like her nonprofit, RED Worldwide, which enhances financial literacy. Dr. Rose also shares her strategic methods for forming business alliances and discusses the resilience needed in business, using her partnership with her husband as an example. Listeners will learn about finance pillars and Dr. Rose’s efforts in fostering innovation within her family. The episode concludes by addressing mental health challenges and promoting networking opportunities and educational programs through Universal Accounting. Key Highlights: Dr. Rose’s Journey: From her early days at Six Flags to becoming an advisory-focused accountant with an MBA, Dr. Rose’s career path underscores the importance of empathy and comprehensive services in enhancing client business performance. Empowerment through Education: Dr. Rose is passionate about closing financial education gaps, particularly for people of color. Her nonprofit, RED Worldwide, provides free resources to foster financial literacy and strong client relationships. Strategic Alliances: Collaborations, such as with the Texas Manufacturing Assistance Center, are pivotal in enhancing client services. Dr. Rose stresses the need for transparency and legal counsel in business agreements to avoid exploitation. Resilience in Business: Merging businesses with her husband has not only resulted in financial benefits but also a shared vision of building a legacy for their children, emphasizing mutual support and success. The Three Pillars of Finance: In her book, Dr. Rose outlines money, wealth, and legacy as essential elements of financial literacy and legacy planning to safeguard family wealth. Entrepreneurial Spirit: Encouraging entrepreneurship, Dr. Rose highlights that three of her five daughters have ventured into their own businesses, reflecting a family culture of innovation and ambition. Mental Health and Openness: Personal struggles with mental health are openly discussed, advocating for supportive environments where challenges are reframed as opportunities for growth. Community and Continuous Learning: Faith, community support, and a commitment to lifelong learning and giving back are central to Dr. Rose’s entrepreneurial journey. Networking and Professional Development: The episode concludes with a promotion of networking opportunities, educational programs, and an annual conference for accounting professionals through Universal Accounting. Join Roger and Dr. Rose for an episode filled with insights on building a successful, service-oriented accounting practice that empowers both clients and professionals alike.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Powerstations 3.0 https://patiencejacksonrose.mykajabi.com/store#!/Powersations-tm-3-0-Paperback/p/572351440/category=0   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. 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 ### Exploring Roger Knecht’s Legacy as President of Universal Accounting Welcome to a special edition of “Building the Premier Accounting Firm.” Today, we are taking a unique turn by delving into the life and legacy of our host, Roger Knecht, in his role as the president of Universal Accounting Center. This episode offers a glimpse into Roger’s journey, exploring how his vision and leadership have shaped not only his career but also the broader field of accounting education. In this insightful conversation, we aim to uncover the profound impact that accounting professionals have on business success. We invite you to join Roger as he highlights the importance of sharing insights and engaging in meaningful discussions that drive the accounting industry forward. Key Highlights: Personal Journey and Insights: Roger reflects on his personal and professional journey, highlighting the crucial role that passion, vision, and commitment play in achieving business success. Balancing Life and Work: Roger introduces the “wheels of life and business” concept, emphasizing the importance of balancing personal and professional responsibilities. Tips on prioritization, hard work, and personal rejuvenation to manage this balance effectively. Roger advocates for a debt-free philosophy to ensure financial peace of mind. Self-Assessment for Effective Management: Roger encourages business owners and accounting pros to partake in self-assessment in areas such as personal interests, health, and relationships to better handle professional duties. Professional Growth and Transition: Reflections on a 25-year career at Universal Accounting, including a strategic shift from traditional classroom settings to online education. Utilization of telemarketing and recorded courses to enhance flexibility and support for students, resulting in increased enrollments and expanded course offerings. Leadership and Innovation: Roger recounts his unexpected rise to presidency due to innovative strategies, leading to significant company growth and recognition. Emphasis on goal-driven management, clear communication of financial information, and celebrating achievements while keeping an eye on future tasks. Embracing Leadership Challenges: Initial feelings of uncertainty and imposter syndrome. Importance of mentors like Alan in guiding through the early stages. Adapting leadership styles to focus on accountability and discipline. Building Confidence and Authenticity: Managing an accounting school without formal credentials. The significance of professional growth through attending conferences. Adopting a “fake it till you make it” approach to bolster confidence. Transforming Business Models: From negative to positive cash flow through effective business models. Co-authoring “In the Black” and “Red to Black” to apply principles for business improvement. Creating a Culture of Accountability: Introduction of the STAR program: Standards, Trust, Acknowledgment, and Recognition. Strategies to enhance team performance and accountability. Expanding Service Delivery in Accounting: Addressing gaps by offering CFO advisory services. Helping clients articulate business purposes and understand financial metrics. In conclusion, Roger Knecht’s journey as the president of Universal Accounting Center exemplifies the transformative power of vision and leadership in the accounting field. His dedication to education and innovation has not only shaped his own career but has also influenced countless professionals and students. By exploring the critical roles that accounting professionals play in driving business success, Roger emphasizes the importance of balance between personal and professional life, providing practical strategies for achieving this equilibrium. As we conclude this special edition of “Building the Premier Accounting Firm,” we encourage you to take action and deepen your understanding of these principles by collaborating with Roger Knecht and the rest of his team at Universal Accounting Center. His expertise and passion for accounting education are invaluable resources for professionals striving to enhance their impact in the industry. Whether you’re looking to advance your career or implement innovative strategies in your firm, working with Roger can provide the guidance and support you need. We invite you to reach out to Roger Knecht at 435-344-2060 and take the next step toward achieving both personal and professional excellence. 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 (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 ### From Music to Business Mastery: How to Transfer Knowledge w/ Greg DeVore Join Roger Knecht, president of Universal Accounting Center, as he delves into strategies for building successful accounting firms with insights from industry leaders each week on Building the Premier Accounting Firm. In this episode, Greg DeVore, co-founder and CEO of ScreenSteps, shares his inspiring journey from music composition to entrepreneurship, driven by personal challenges and a need for effective knowledge transfer. Key Themes: From Music to Entrepreneurship: Greg describes his transition motivated by the need for health insurance for his premature son and how his experiences with GE highlighted the importance of knowledge transfer in improving employee engagement. Challenges of Tribal Knowledge: Roger discusses inefficiencies and inconsistencies in onboarding and service delivery due to reliance on tribal knowledge and the necessity of clear standard operating procedures (SOPs) for consistent outcomes. Revolutionizing Training and Onboarding: Greg talks about developing tools to facilitate knowledge dissemination, especially in underutilized medical equipment, emphasizing SOPs to anticipate employee forgetfulness, reduce stress, and improve customer satisfaction. Empowering Through Simplified Learning: Roger suggests shifting from traditional teaching to empowering individuals with task analysis and performance indicators, proposing recipe-like formats for knowledge to enhance learning and onboarding. Introducing Universal CRM: Roger describes automating client processes to boost employee morale and productivity, and bridging knowledge gaps with ongoing training for current employees. Entrepreneurship and Flexibility: Greg reflects on the flexibility entrepreneurship offers, particularly during family challenges, emphasizing continuous learning and flexible work arrangements for parents. Efficient Knowledge Sharing: Roger discusses a book offering a replicable success approach with knowledge-based products and introduces the “knowledge operations flywheel” for efficient sharing. Profitability in Accounting: Roger encourages accountants to implement processes prioritizing profit, integrating marketing, accounting, and production, exploring profitability principles from the book “In the Black.” Advanced Training Methods: Greg explores “star training” to foster accountability and efficiency, promoting ongoing professional development through resources like curated playlists and an annual conference. Resources: Universal Accounting Center’s tools and resources for accounting professionals. Access to curated playlists and information on the annual conference for networking and learning opportunities. Join us in exploring how effective knowledge transfer and innovative training methods can transform accounting firms and foster continuous growth and success.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Find & Follow - In Find & Follow, Greg & Jonathan DeVore provide the key to solving the knowledge transfer problem and transforming your business. Don’t spend another day wasting your and your team’s time relying on tribal knowledge – get a copy now!   Create a Culture of Accountability.  This is a training to help understand and implement clear expectations.  Easy to implement, quick to experience results.  We refer to it as the S.T.A.R. Training program.   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 ### Leadership Alchemy: Jessper Maquindang’s Guide to Transforming Accounting Firms with Culture and Connection Welcome to another insightful episode of “Building the Premier Accounting Firm,” where we dive deep into the crucial practices that firm owners need to shape a thriving accounting practice. This week, our focus is on the pivotal roles of leadership and workplace culture, essential components for any firm aspiring to excellence. Join your host, Roger Knecht, as he engages in a compelling conversation with our guest, Jessper Maquindang. Jessper is a renowned expert in leadership strategies and organizational development, particularly within the accounting industry. In this episode, Jessper Maquindang shares his wealth of knowledge on fostering a dynamic workplace culture that encourages growth and innovation. Together with Roger, they explore the nuances of leadership skills that are vital for inspiring teams and nurturing an environment of trust and collaboration. Jesper’s insights are not just theoretical; they are practical strategies that have been proven effective in real-world settings. Here are some of the main themes of the episode: Key Leadership Skills: Public Speaking & Listening: Inspire and include employees. Private Speaking & Listening: Foster confidential coaching and self-reflection. Confidentiality: Essential in private conversations to maintain trust. Motivation Tactics: Public praise and discreet criticism are recommended. A Model for Mentorship: Jessper emphasizes “LIFE” principles: Listening, Innovation, Futuristic Thinking, and Encouragement. Highlights the importance of active listening, innovative ideas, a clear mission, and positive feedback to create a supportive and engaging team environment. Addressing Remote and Hybrid Work Challenges: Personal check-ins and regular team meetings are suggested to enhance relationships and prevent burnout. A shift from traditional leadership to empathetic and adaptable approaches is encouraged, empowering team members and facilitating conflict resolution. Personal Leadership Experiences: Importance of a clear mission statement and openness to feedback for motivation and success. Quotes John Maxwell on the joy of helping others grow and advocates for serving others as rewarding. Additional Resources: Mention of the STAR program for accountability. Networking opportunities at GrowCon. Support from Universal Accounting for business needs. Tune in to explore how these insights can help you build a premier accounting firm with a thriving workplace culture.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: As a Behavioral Elements Certified Guide, I invite you to take the complimentary Behavioral Elements Assessment. Risk-free. No strings attached. I just want to start empowering you on your leadership journey. https://www.famileadconsulting.com/free-gift   Learn more about the S.T.A.R. Program, building a culture based on accountability: https://www.uacourses.com/courses/s-t-a-r-hr-training   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 ### From Homeschooling to E-Commerce Success: Cyndi Thomason’s Profit-First Journey Welcome to this episode of “Building the Premier Accounting Firm,” where we delve into the transformative power of specialization and self-sustaining business models in the accounting industry. Today, we are joined by the remarkable Cyndi Thomason, a Certified Profit First Professional and the visionary founder of Bookskeep. Cyndi has carved a niche in the e-commerce world by implementing innovative strategies that enhance profitability and operational efficiency. Together, we’ll explore her journey from a diverse clientele to becoming a leader in e-commerce specialization, the benefits of niche focus, and the importance of building a resilient, independent business. Get ready for an inspiring discussion on balancing professional growth with personal life, and discover actionable insights to elevate your business to new heights. Cyndi’s Journey to Profitability in E-Commerce: Began by helping a friend, leading to the adoption of Mike Michalowicz’s “Profit First” methodology. Transitioned from a diverse client base to specializing in e-commerce, addressing specific challenges like technology and inventory management. Niche Specialization Benefits: Improved systems and targeted marketing strategies. Co-authored “Profit First for E Commerce,” focusing on inventory solutions and client narratives for relatability. Gained speaking opportunities and adapted to online advisory roles, particularly for women-owned brands. Delegation and Business Independence: Emphasized the importance of transferring processes to team members to ensure business sustainability. Implemented a four-week leadership vacation to identify organizational gaps and encourage autonomous decision-making. Personal experiences underscored the necessity of a dependable team during crises, allowing personal time for family. Balancing Business and Personal Life: Discussed challenges women face in balancing home and business duties, advocating for a supportive network. Outlined three stages of business ownership: job holder, enjoying ownership benefits, and becoming an investor or visionary. Transformation and Growth: Cyndi’s evolution from a homeschooling mother to a successful e-commerce business owner using a profit-first approach. Collaboration with Michalowicz and niche specialization catalyzed significant business growth. Conclusion: Encourages serious approaches to life and business. Thanks to Cyndi for her insights. Promotes resources and networking opportunities for further business improvement. Call to Action: Explore the “Profit First” method for enhanced business profitability. Consider niche specialization to address specific industry challenges effectively. Build a reliable team to support business operations and personal priorities.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Vist Cyndi’s website: https://www.bookskeep.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 ### 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 ### 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 ### Key Strategies for Successful Hiring and Leadership in Women-Led Businesses 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 ### 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 ### 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 ### Marketing with Charisma w/ Gaynor Meilke In this enlightening episode of Building the Premier Accounting Firm Roger Knecht interviews Gaynor Meilke, a seasoned business strategist and certified transformational coach. As the owner of Charisma Ink, Meilke shares her journey from corporate marketing to becoming a vital resource for growth in the tax and accounting sectors. Key Themes: Journey to Success: Gaynor Meilke discusses her professional path, highlighting her B2B marketing experience and her mission to support accounting and tax professionals in business growth. Mindset and Operational Challenges: Meilke underscores the internal pressures entrepreneurs face in the accounting industry, which can affect mental health. She emphasizes the importance of addressing these challenges through professional help and open discussions to dismantle the stigma surrounding mental health. Humanity in Business: The conversation advocates for respectful communication and strategic planning to foster a healthy work environment, enhancing both efficiency and profitability. Operational Efficiency: Documenting operational procedures is crucial for efficient delegation and improved client service, contributing to overall business success. Effective Marketing Strategies: The episode explores lead generation through structured sales funnels, highlighting the importance of identifying ideal client profiles and understanding client lifetime value. Thought Leadership and Influence: Meilke discusses ghostwriting and the true essence of influence in accounting, focusing on the genuine desire to help others and outlining eight elements for effective influence. Mentorship and Networking: Accountants are encouraged to view themselves as business advisors and to explore partnerships and networking opportunities, such as GrowCon, to expand their service offerings. Gratitude and Community Benefit: The conversation promotes maintaining a healthy mindset, expressing gratitude, and leveraging expertise for the greater good. Listeners are invited to explore the podcast further for insights on building premier accounting firms and are encouraged to participate in events like GrowCon for networking and educational opportunities.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Free resources and a strategy call for firms - https://charismaink.com/accounting-firms Marketing and Strategy Call   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 ### Culture Counts: Rick Watson on Building a Premier Accounting Firm with Purpose and Trust In this insightful episode of Building the Premier Accounting Firm, host Roger sits down with Rick Watson, who shares his transformative journey from humble beginnings to managing substantial assets. Rick dives into the challenges he faced, particularly the high attrition rates in the insurance industry, and emphasizes the critical factors for entrepreneurial success: hard work, branding, and referrals, as outlined in his book “A Firm Worth Building.” Key Highlights: Entrepreneurial Sacrifices and Success: Roger and Rick discuss the importance of hard work and perseverance in overcoming industry challenges. They explore the pivotal role of branding and referrals in business growth. The Power of Company Culture: Rick explains how culture is a reflection of leadership and its influence on business dynamics. They explore ways which aligning company values improves hiring, client relationships, and employee engagement. The significance of company culture in shaping professional and personal interactions. Leadership and Culture Dynamics: Drawing parallels between business and family dynamics. Strategies for maintaining a cohesive culture in remote work settings. Concepts like “trust compression” and “breaking bread” to foster connections. Building Trust and Rapport: The role of edification—speaking positively about colleagues—in strengthening trust and respect. Enhancing service quality and client satisfaction through positive communication. Networking and Personal Connections: The importance of networking for credible referrals and business credibility. Methods to intentionally shape and uplift company culture through positive interactions. This episode is a must-listen for entrepreneurs seeking to enhance their business’s culture and growth, offering practical advice and resources to create a firm worth building.     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: https://www.nrnamerica.com/ Get a free book by buying the book on Amazon and sending me an email showing a copy of the review. We will respond by sending you a check for the book.   Also mentioned on the show was the S.T.A.R Program, the process to create a culture based on accountability.  Learn more what you can do to proactively manage those you are working with to achieve clear objectives and take care of your clients.   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 ### How to Craft Standout Marketing for an Accounting Firm in 2024 w/ Daniel Den Welcome to another insightful episode of Building the Premier Accounting Firm with host Roger Knecht. Today Roger delves into strategies for differentiation and market leadership tailored for bookkeeping, accounting, and tax business owners with marketing expert Daniel Den. Daniel shares transformative insights on how to thrive in the competitive landscape of 2024 and beyond. Key Discussion Points: X Factor Methodology: Daniel explains how his powerful approach has helped over 20,000 clients distinguish themselves in their markets. He recounts his journey from running a party business to becoming a successful internet marketer. Embracing Individuality: The episode emphasizes the importance of unique characteristics in building a standout brand. The “celebrity code” strategy is discussed as a means to develop a distinctive identity and foster community through shared values. Understanding Your Audience: Tailoring marketing messages to specific target audiences or “avatars” is crucial. For accountants, this means identifying niches, such as older real estate investors, to effectively reach and resonate with them. Avoiding Commoditization: Generalists face challenges in saturated markets. Daniel and Roger highlight the need to create a “wow factor” and unique service experiences to prevent being viewed as a commodity. Relationship Dynamics: Niche marketing and personal client interactions can significantly enhance customer experience and loyalty. The episode references the book “Ideas That Influence,” which provides strategies for effective marketing and memorable advertising. Successful Advertising Examples: Learn from successful campaigns like Blendtec’s “Will It Blend?” and discover how accountants can transition from service providers to trusted advisors, improving clients’ financial literacy. Essential Marketing Pillars: The discussion outlines nine crucial pillars for effective marketing, with a strong emphasis on the necessity of uniqueness to stand out in 2024. As we wrap up this episode of “Building the Premier Accounting Firm,” it’s clear that standing out in the competitive market of 2024 requires a blend of innovation, individuality, and strategic networking. Daniel Denn’s expertise offers a roadmap for accounting professionals to not only navigate but excel in the ever-evolving landscape. By leveraging the X Factor Knecht Methodology and embracing your unique attributes, you can carve out a niche that speaks directly to your ideal clients, fostering stronger relationships and loyalty. The importance of understanding your audience cannot be overstated, as Daniel and Roger highlight in this episode. Thriving in this competitive landscape isn’t just about keeping pace—it’s about setting the pace. With the resources and strategies discussed, you’re well-equipped to turn your accounting firm into a premier entity that stands out and succeeds in today’s dynamic market. Thank you for joining us, and we look forward to continuing this journey with you in future episodes. Call 435-344-2060 for more information.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Go to www.BigIdeasBox.com to grab your free book PLUS free box experience, just pay shipping and handling   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 ### The CEO’s Journey: Navigating Leadership and Growth in Accounting Firms w/ Scott Ritzheimer In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht and guest Scott Ritzheimer explore the journey to achieving predictable success and sustaining growth in accounting firms. The conversation delves into the pivotal role of leadership, employee satisfaction, and stakeholder contentment in driving organizational performance. Key Highlights: Scott’s Journey: Scott shares his transition from ministry training to the accounting world, recounting how he revitalized a failing business by shifting from task execution to effective management, leading to significant growth. Leadership Dynamics: Scott emphasizes the importance of maturity and interpersonal skills over age, particularly as a young manager leading older employees. The episode underscores the need for clear delegation and outlines how founders can evolve through business stages without external validation. Transition Challenges: Founders often struggle with the shift from doing to leading, driven by dissatisfaction with current systems. Scott discusses the high failure rates and harsh realities faced by startups, stressing the need for simplifying core activities and moving beyond a job mentality. Growth and Complexity: As businesses grow, founders face overwhelming responsibilities and financial pressures, including hiring challenges. Scott likens business management to parenting, highlighting the rewards of patience and relationship-building with employees. Evolving Leadership Roles: The episode explores the transition from hands-on leadership to a CEO role, comparing it to a quarterback becoming a coach. Emphasis is placed on supporting and trusting teams, with each leadership stage building on the previous one. Overcoming Later Stage Struggles: Founders often resort to past methods, leading to frustration. Scott advocates for awareness of necessary changes, highlighting successful CEO traits like service and humility, and promoting delegation and collaboration.   Join Roger and Scott as they unpack the nuances of leadership and growth, offering practical insights for accounting, bookkeeping, and tax business owners striving to build premier firms.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Learn the 7 stages of building a business and how you can get to the next level.  DOWNLOAD YOUR FREE COPY OF: The Founder’s Evolution https://www.scalearchitects.com/founders   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 ### From Bookkeeper to Business Builder w/ Rebecca Howell In this episode, Universal Accounting President and host Roger Knecht sits down with Rebecca Howell to explore her transformative journey in the accounting industry. From a passion for math to a thriving 20-year career in bookkeeping, Rebecca’s story is one of growth, adaptation, and strategic transition that we in the industry can relate to and learn from. Key Highlights: Early Beginnings and Business Growth: Rebecca’s love for numbers propelled her into bookkeeping, supporting small businesses and entrepreneurs. Launching her own firm in 2003, she expanded her client base significantly, aided by Intuit’s proadvisor program. Adapting to Industry Changes:  As Intuit shifted to offering its own services, Rebecca refocused on building long-term client relationships and empowering her team, resulting in impressive growth from 40 clients in 2019 to over 200 by 2022. Leadership and Personal Challenges:  Facing challenges in leadership and team dynamics, Rebecca hired a business coach to enhance communication. They discuss how the stress of being the sole tax preparer took a toll on her health, leading to the sale of her business for personal well-being. Identity and Purpose Reflection:  Letting go of tax clients led to an identity crisis and a reevaluation of her purpose beyond business ownership. Rebecca underscores the importance of a sustainable business model and early exit strategy planning. Transition to New Roles:  Finding fulfillment in transitioning from a fractional CFO to exit planning, Rebecca advocates for prioritizing profit, inspired by the book “Profit First.” Entrepreneurial Advice:  Rebecca emphasizes the necessity of early exit strategy planning, comparing business maintenance to caring for a home or vehicle. Her journey highlights the balance between work and personal life, with a strong support network playing a crucial role. Reassessing Priorities: The discussion encourages listeners to reassess their priorities, learn to say no, and leverage resources like podcasts and conferences for continued professional development. Rebecca’s journey is a testament to the power of passion, a supportive network, and a strong work ethic in navigating the challenges and opportunities within the accounting field. If you’d like to follow Rebecca’s footsteps toward building your own accounting firm, reach out to Universal Accounting Center at 435-344-4060 to learn how.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Offering a free business valuation https://exitsuccess.bizequity.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 (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 ### The Role of the Accountant in Business Exits w/ Craig Primo ? In this enlightening episode, host Roger Knecht sits down with Craig Primo, a FINRA licensed investment banker, to explore the multifaceted process of selling a business. Craig shares invaluable insights into the essential role accountants play in ensuring smooth and successful transactions. Whether you’re planning an exit strategy or facing an unexpected sale, this episode is packed with practical advice to help you prepare. Main Themes: The Critical Role of Accountants: Craig and Roger note the importance of maintaining accurate financial records during a sale. They discuss challenges posed by outdated accounting methods during sales. Craig highlights the necessity of GAAP-compliant statements for attracting buyers. Understanding Financial Metrics: Roger and Craig discuss key metrics such as gross profit margins and liquidity ratios. Detailed financial data analysis creates opportunities for accountants in a sale. Enhancing collaboration between accountants and clients to identify growth opportunities and prevent burnout. Debt and Growth: Craig explains how to  leverage debt for business growth versus traditional cash reserves. They discuss the risks of over-leverage and the phenomenon of “zombie companies.” Granular Financial Analysis: Roger offers advice on managing legacy products and shifting focus to more profitable opportunities. They note the role of private equity in identifying inefficiencies. Professionalism in Accounting: They explain the pyramid model of accounting needs based on business size and maturity. Craig emphasizes the need for a transition from growth-focused to structured financial management. Proactive Financial Planning: Craig offers advice on preparing for business exits. Roger highlights strategies for securing loans and avoiding missed opportunities. They break down the differences between LLCs and C Corporations, and the use of Phantom stock for employee retention. Financial Statements and Trends: Analyzing financial statements to understand trends and improve cash flow. Managing receivables, payables, and inventory. Importance of timely bookkeeping and strategic accounting partnerships. Business Sales Scenarios: Unexpected sales and the need for urgent documentation. Proactive preparations for sale. Planning for venture capital with a 3 to 5-year sale timeline. Emotional Challenges in Sales: Emotional factors complicating the sale process, especially in family businesses. Recognizing and addressing emotional challenges to facilitate smooth transitions. Complex Business Transactions: Impact of events like death or family disputes on transactions. Equity distribution disputes and differing valuations. Accountants’ role in providing strategic support, timely information, and accurate forecasting. Join us for an in-depth discussion on how to navigate the complexities of selling a business with expert guidance from Craig Primo. Whether you’re an entrepreneur or an accountant, this episode offers valuable strategies to ensure a seamless and profitable transition. For more information on how you could broker these complex transactions, call 435-344-4060 to connect with Universal Accounting Center. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Find & Follow - In Find & Follow, Greg & Jonathan DeVore provide the key to solving the knowledge transfer problem and transforming your business. Don’t spend another day wasting your and your team’s time relying on tribal knowledge – get a copy now!   Create a Culture of Accountability.  This is a training to help understand and implement clear expectations.  Easy to implement, quick to experience results.  We refer to it as the S.T.A.R. Training program.   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 ### Empathy-Driven Strategies for Premier Client Relationships w/ Chantal Cornelius In this episode of Building the Premier Accounting Firm, host Roger Knecht is joined by Chantal Cornelius, founder of Apple Tree Marketing, to explore the critical role of emotional connections in client relationships within the accounting industry. Chantal emphasizes that the success of accounting firms hinges on building trust and personal connections with clients, which goes beyond the typical scope of social media content. Key Discussion Points Emotional Decision-Making: 95% of buying decisions are emotionally driven, Chantal says. She introduces strategies to create empathy-driven relationships with clients, stressing that accounting services, unlike products, require deep trust in accuracy and strategic advice. Challenges of Commoditization: The episode discusses the risk of commoditizing accounting services and the importance of differentiating through trust and personal connections. Chantal’s Stand Out Strategies for Differentiating Accounting Firms: Connection: Engage clients through networking and sharing valuable resources. Contribution: Involve clients in charitable initiatives to build a sense of community and shared values. Growth: Offer actionable advice that supports clients’ business expansion. Significance: Ensure clients feel valued and heard, reinforcing their importance to the firm. Practical Tips and Insights Building Trust: Personal touches like remembering client birthdays and providing coaching services to address personal challenges. Marketing Tactics: While skeptical of social media’s effectiveness in fostering deep relationships, Chantal advocates for referrals, networking, and content marketing, emphasizing the need for clear strategies before implementing tactics. Networking Events: Attend events aligned with the ideal client profile and have a clear purpose for all business activities, including podcasting. Additional Content Personal Interests: Chantal shares her passion for skiing and her journey of recovering from back surgery, adding a personal touch to the episode. Sales Basics: Understanding the fundamentals of sales and fostering deeper relationships through face-to-face interactions is highlighted. Thank you for listening to this episode of Building a Premier Accounting Firm. BRAP is a must listen for bookkeeping, accounting, and tax business owners aiming to enhance their client relationships and differentiate their services in a competitive market. Call 435-344-2060 for more information.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take the Test and get free advice at https://appletreeuk.com/take-the-test/   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 ### Mastering the Numbers Game: Innovative Strategies for Transforming Your Firm w/ Eric Green Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht. This episode dives deep into the essential strategies for building and scaling successful bookkeeping, accounting, and tax firms with Eric Green. Roger and Eric cover a wide range of topics from marketing to technology, client onboarding, staff training, mental health, and the evolution of IRS systems. Key Highlights: Marketing and Client Onboarding: Roger and Eric discuss effective marketing strategies for attracting and retaining clients. They suggest best practices for seamless client onboarding processes to ensure long-term retention. Technology and Staff Training: Roger gives tips for leveraging modern technology to streamline operations. Eric emphasizes the importance of ongoing staff training to stay updated with industry changes and client needs. Mental Health: They discuss how to address mental health concerns within the profession and the significance of maintaining a healthy work-life balance. Guest Insight: Eric Green’s Journey: Eric Green revisits his unconventional path in the accounting field. He explains his journey to overcome biases against night law school graduates. Experiences and lessons from his tenure at KPMG. Proactive Tax Planning and Strategy: The hosts advocate for proactive tax planning to provide significant client savings. They explore how to restructure business models to maximize value beyond traditional tax deduction methods. Specialized Knowledge and IRS Systems: The importance of understanding IRS systems to effectively resolve client issues. How specialized knowledge can lead to increased income with fewer clients. Training Programs and Market Adaptation: Development of a comprehensive training program transitioning from in-person to online formats. Licensing deal with CCH and the growth of the Tax Rep Network. Tax Resolution Services: Rising demand for tax resolution services as an additional revenue stream. Managing clients with smaller vs. larger debts and helping non-filers organize their finances. Client Accounting Services (CAS): Transitioning into CAS and recognizing new opportunities within the profession. Building a community through membership services. Future of the IRS and Automation: Discussion on the future of IRS operations with increased automation. Emphasis on the continued need for professional assistance for complex tasks despite automation. Resources and Opportunities: Encouragement to explore past podcast episodes for additional insights and resources. Invitation to attend GrowCon, an annual conference for accounting professionals, for further learning and networking opportunities. Join us in this insightful episode to gain a comprehensive understanding of the strategies needed to build and grow a successful bookkeeping, accounting, and tax firm in today’s evolving landscape. Thank you to Eric Green for joining the show!   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Build a Successful Tax Business offering quality tax preparation services and more. Become a certified Professional Tax Preparer (PTP) & an Enrolled Agent (EA) Then move further into the tax space offering Tax Representation Services using the Tax Rep Launch program: https://taxrepllc.com/launch/   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 ### Secrets for Modern Accounting Firms from “Mr. Productivity” Mark Struczewski In this insightful episode of “Building the Premier Accounting Firm,” Roger Knecht sits down with productivity coach Mark Struczewski to delve into effective strategies for boosting productivity in bookkeeping, accounting, and tax services. Mark shares his personal journey from being fired in 2005 to becoming a leading productivity expert, emphasizing the influence of his disciplined upbringing on his work ethic. Key Discussion Points: Defining Productivity: Mark’s unique definition of productivity centers on having clear objectives. Importance of reliability and commitment in professional settings. Productivity Habits and Routines: Early task completion and the “touch it once” email principle. Importance of consistent routines and organization to reduce decision fatigue. Insights from Steve Jobs and Mark Zuckerberg on habit formation. Incorporating New Habits: Integration of new habits into existing routines, inspired by books like “Atomic Habits” and “Tiny Habits.” How to build health-focused habits including adequate sleep, regular exercise, and minimizing sedentary behavior. Practical tips like limiting sitting time and taking micro breaks in nature. Personal Health and Responsibility: Mark’s journey overcoming a herniated disc and prioritizing longevity. Daily running and habit tracking to maintain health and productivity. Workplace Advice: Advocating for short breaks from technology to foster a positive work culture. Recognizing the importance of employees’ lives outside work and promoting accountability. Attitude and Productivity: Contrast between Mark’s positive outlook and colleagues’ negativity. The significant impact of attitude on overall productivity. Technology and AI: Viewing AI as a tool for enhancing productivity rather than a threat. Reflecting on advancements in accounting tools that streamline tasks without displacing jobs. Mindfulness and Gratitude: Emphasis on gratitude, mindfulness, and appreciating simple pleasures. Nine key areas for improving business productivity. Essential Consistent Habits: Importance of sleep and exercise for health, happiness, and productivity. Developing a strong work ethic from a young age and incorporating effective daily habits.   Enhance your productivity and build a premier accounting firm with the expert advice shared in this episode!     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Follow Mark and get insightful suggestion by signing up for his content at www.MisterProductivity.com to join his my email list.   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 ### Mastering Credibility: Insights from Mitchell Levy on Building Trust in Accounting ? Thank you for joining us for the latest episode of Building the Premier Accounting Firm. In this episode host Roger Knecht dives deep into the essential topic of credibility with esteemed guest Mitchell Levy, a renowned advocate of professionalism and credibility expert. With over twenty years of experience supporting accounting professionals, Roger sets the stage for a compelling discussion that underscores the significance of being trusted, known, and liked in the business world with Mitchell’s advice leading the way. Episode Highlights: Mitchell’s Journey: A seasoned advocate of professionalism, Mitchell brings a wealth of knowledge on building and maintaining credibility in the business world. Known for his focus on the importance of being trusted, known, and liked. Defining Credibility: Mitchell breaks down the essence of credibility, emphasizing its multifaceted nature. Trust is highlighted as the foundational element of credibility, crucial from the first interaction with a firm or its employees. Credibility as a Journey: Unlike common misconceptions, Mitchell stresses that credibility is not a one-time achievement but an ongoing process. He criticizes the belief that credibility can be instantly gained through isolated efforts such as media mentions or financial investments. Key Takeaways: The importance of continuous effort in building and maintaining trust and credibility. Practical insights into how accounting firms can cultivate a trustworthy and reputable image. Strategies to ensure that credibility is woven into the fabric of the firm’s operations and client interactions. Conclusion: Roger and Mitchell wrap up the episode with actionable advice for accounting professionals striving to enhance their credibility. Encouragement to view credibility as a long-term investment that requires dedication and consistency. Tune in to this episode for a deep dive into the pivotal role of credibility in building a premier accounting firm, with expert guidance from Mitchell Levy. Call 435-344-2060 for more information about how you can start or grow your own accounting firm.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Connect with Vamsi: https://www.linkedin.com/in/vamsipolimetla/   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 ### Write to Win: The Power of Ghostwriting and Self-Publishing w/ Michael Levin In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht sits down with acclaimed ghostwriter Michael Levin to explore the transformative power of writing in establishing thought leadership and driving business success. Whether you’re an entrepreneur, professional, or simply someone with a story to tell, this conversation is packed with valuable insights on how to leverage writing to differentiate yourself and elevate your career. Key Highlights: Introduction to Thought Leadership: Michael explains the power of writing a book to establish oneself as a thought leader in any industry. Differentiating from competitors by showcasing unique insights and expertise. Role of Ghostwriters: Ghostwriters assist individuals who have valuable ideas but lack writing confidence. Michael recounts his transition from law to ghostwriting, underscoring the entrepreneurial potential and skill development in the field. Importance of Storytelling: Making complex topics relatable through storytelling. Addressing readers’ concerns to create impactful and engaging content. Benefits for Professionals: Professionals, especially in competitive fields like accounting, can use books to stand out, justify higher fees, and avoid commoditization. Books help in enhancing visibility and client referrals, as illustrated by the example of a co-author’s increased client acquisition. Critique of Traditional Publishing: Traditional publishing often favors established figures. Independent publishing offers greater control and profit margins. Platforms like Amazon are recommended for their credibility and ease of distribution. Efficient Material Gathering: Using interviews to collect material. Emphasis on concise and impactful content that meets readers’ needs. Strategies like transcribing interviews into chapters streamline the writing process. Overcoming Imposter Syndrome: Recognizing and embracing one’s unique message. Encouraging professionals to realize the authority they already possess. Business Skills and Mentorship: The significance of developing business skills. Mentorship and the importance of outlining processes for clients. Levin’s journey from lawyer to author highlights the clarity and growth gained through writing. Conclusion: Writing a book is a powerful tool for professionals to establish thought leadership, enhance business success, and differentiate themselves in their field. Through insightful discussion and practical advice, Michael Levin provides a roadmap for leveraging writing to achieve greater visibility and client engagement.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Check out Michael’s resources AdvisorGhost.com and BestEarningAuthor.com. 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.   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 ### From Billable Hours to Client Empowerment: Jeremy Clopton’s Vision for Accountrepreneurship In this insightful episode of Building the Premier Accounting Firm, leadership development expert Jeremy Clopton of the Emerging Leaders Academy, sits down with host Roger Knecht to recount his transformative journey within the accounting profession, emphasizing the need for a paradigm shift towards entrepreneurship, innovation, and client-centric approaches in accounting firms. Jeremy’s Journey: Jeremey discusses how growing up in a family of CPAs led him to an interest in forensic accounting. He recounts starting his career in forensic accounting and data analytics at a national firm. His decision to pivot to teaching, speaking, and eventually joining Upstream Academy is outlined. Shift in Accounting Paradigms: Roger and Jeremy discuss the importance of moving away from traditional metrics like billable hours. They emphasize the value of knowledge, expertise, and client outcomes. Roger discusses ways to measure productivity through deliverables and client satisfaction. Innovative Billing Practices: Roger and Jeremy make a proposal for flat-rate billing based on average client fees. Jeremey emphasizes the need to enhance efficiency and productivity through streamlined processes and technology. Client Relationships: Roger highlights the power of viewing tasks such as tax returns and bookkeeping as opportunities for meaningful client interactions. Jeremy shows how clients prefer growth-facilitating partnerships, and are often willing to pay higher fees for such support. Business Mindset in Accounting: They explain how to adopt a business mindset, focusing on marketing, accounting, and production. Jermey emphasizes the importance of effective marketing and sales strategies for client acquisition. Accountrepreneurs: The hosts encourage accountants to apply business principles within their firms. Roger notes the need for external help for small firms and solo practitioners for long-term success. Cultural Shift in Firms: Prioritizing client and employee satisfaction over long hours. Effective workload management to prevent burnout and maintain client relationships. Measuring productivity by completed work rather than hours worked. Flexibility in deadlines to enhance firm culture and employee well-being. Retaining Quality Employees: Fostering a supportive culture to attract and retain talent. Emphasizing metrics reflecting client deliverables and deadlines. Highlighting culture, people, clients, and growth as key areas for improvement. Conclusion: Jeremy Clopton’s insights underscore the necessity for accounting firms to embrace entrepreneurship and innovation, focusing on client satisfaction, efficient processes, and a supportive culture to ensure long-term success and growth in the profession. For more information on how you can start your journey to becoming an Accountrepreneur, 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: They can find more information about our programs on our website: http://www.upstreamacademy.com Jeremy invites you to attend Upstream’s HeadWaters Leadership Conference July 11-12 in Chicago.  During this two-day event (widely regarded as one of the best accounting industry conferences available) experts from top firms in the US and Canada will help your firm understand and improve your process for making strategic transitions. Transitions are vital for firm survival, but they also provide opportunities to change, improve and grow.  Let's move beyond simply weathering changes—mitigating damages, forcing compliance and fitting the new into the old mold—to strategically planning for transitions that energize your firm. Register at https://www.upstreamacademy.com/headwaters/.   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 ### From Hollywood to High Finance: Mastering Storytelling in Accounting w/ Jeff Bartsch In this compelling episode of Building the Premier Accounting Firm, host Roger Knecht engages with Jeff Bartsch, a communication strategist who transitioned from the entertainment industry to the world of accounting. Together, they explore the transformative power of storytelling in enhancing client relationships and marketing strategies for accountants. Main Themes: The Power of Storytelling in Accounting: Jeff underscores the vital role of storytelling in connecting with clients and conveying complex financial concepts in an engaging and understandable manner. He draws intriguing parallels between Hollywood’s narrative techniques and business communication, advocating for strategic storytelling to make financial data more relatable and actionable. Strategic vs. Tactical Storytelling: Jeff distinguishes between tactical stories (short, situational anecdotes) and strategic storytelling (comprehensive narratives that depict transformation and overcoming obstacles). He emphasizes the importance of positioning clients as heroes in their own business stories, with accountants acting as guiding mentors. Effective Client Communication: Jeff and Roger highlight insightful questioning as a key method for uncovering clients’ true desires and challenges, enabling accountants to align their services with clients’ goals effectively. Real-world examples illustrate the profound impact of tailored communication, such as a virtual CFO helping a CEO achieve a balance between company value and employee compensation. Contextualizing Financial Data: The episode stresses the necessity of providing context to financial numbers to make them meaningful and relevant to clients. Accountants are encouraged to facilitate informed decision-making by guiding clients through their motivations and goals, ultimately contributing to business growth. Niche Market Focus: Roger recommends specialization for virtual CFOs and accountants to tailor communication and attract the right clients effectively. The challenges and successes of Summit Virtual CFO in focusing on digital agencies and other industries are discussed, highlighting the importance of expertise and strategic messaging. Additional Highlights: Complimentary Coaching: Jeff Bartsch offers a free coaching opportunity for established accountants to refine their storytelling and communication strategies. GrowCon Conference: Mention of GrowCon, an annual event for networking and professional development in the accounting industry, held by Universal Accounting Center. Universal Accounting Center: Encouragement to engage with the resources and training provided by Universal Accounting Center to enhance accounting practices. Conclusion: This episode is a must-listen for accountants looking to strengthen their client relationships and marketing strategies through the art of storytelling. By viewing clients as heroes and themselves as mentors, accountants can make financial information more engaging and actionable, leading to significant business growth and client satisfaction. If you’re ready to take your business to new heights with Universal Accounting Center’s advanced coaching, or if you’d like to build your own thriving accounting firm, 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: One URL for listeners of this podcast: link to my podcast that explains the concepts more. Plus instructions for how to apply for a complimentary coaching session as a gift for listeners of this podcast: https://www.storygreenlight.com/premier/ Also visit https://www.storygreenlight.com/universal for more information and to apply these principles in the business world. Reach out to Jeff and mention this podcast episode: hello@storygreenlight.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 ### Learn About Cash Flow Management w/ David Safeer This week on Building the Premier Accounting Firm, Roger Knecht interviews cash flow expert David Safeer, Founder and CEO of David Safeer International, an institution that trains accountants on matters of cash flow, and also works with CFOs to optimize their cash flow strategies and run businesses more effectively. In this episode, Roger and David deep dive into the most common errors business owners make when managing their cash flow and explore strategies for improving a business’ longevity. They talk about all matters cash flow; managing cash flow, cash flow strategies etc., the reasons why most businesses fail and how as an accountant you can predict the future and help businesses deal with cash effectively. Key Highlights: The Underestimated Importance of Cash Flow: David notes that many businesses that appear successful on paper face severe challenges due to poor cash flow management. David has identified 215 unique methods to improve cash flow, critiquing common, often unrealistic strategies offered online. Frequent Monitoring: David advocates for weekly cash flow reviews instead of monthly or quarterly, due to fluctuating revenue and expenses. Emotional Impact: Roger and David discuss how poor cash flow management leads to significant emotional stress for business owners, illustrated by a client’s struggle with overlapping payment schedules. They explore strategies for stability include planning payments, negotiating vendor terms, and maintaining a reserve account. Cash Flow vs. Profit: David disputes the notion that “cash is king,” highlighting that many prioritize profit over cash flow, leading to misconceptions about financial health. Roger criticizes media focus on earnings over cash flow, using Tesla as an example. Tailored Financial Strategies: Each business has unique needs, requiring customized financial strategies. Roger encourages accountants to adopt forward-looking approaches and collaborate across departments. Emotional Factors and Debt Tolerance: The hosts discuss the emotional factors affecting entrepreneurs’ debt tolerance and resource management. They place emphasis on the importance of profitability, accurate forecasting, and clear reporting to lenders. Maintaining Cash Reserves: Essential for seizing opportunities and making sound decisions. Cash reserves should be viewed as both a safety net and an opportunity fund, promoting Closing Thoughts: Roger and David explain why effective cash flow management is crucial for business stability and growth. By adopting tailored strategies, maintaining cash reserves, and frequently monitoring cash flow, businesses can navigate challenges and seize opportunities. Thank you for tuning into Building the Premier Accounting Firm. To learn more about how you can offer quality accounting services, including top quality cash flow management, 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: Schedule and have a 30-minute call with David to discuss any challenges you or your clients are having and attend a month of David's Cash Flow Advisory Masterminds for free. This includes access to the Mastermind archives to explore case studies and cash flow frameworks, strategies, and tactics. Between the call and the month mastermind sessions, that's a $650 value.  Also download the EBook 10 Easy No Risk Habits to Start Managing Cash Flow Today   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 ### Mastering the Art of ‘Accountrepreneurship’: Insights from Ann Carden In this enlightening episode of “Building the Premier Accounting Firm,” host Roger Knecht engages in a profound discussion with seasoned entrepreneur Ann Carden. With over 43 years of experience in business marketing and sales, Ann shares her journey to becoming an entrepreneur and insights she’s learned along the way. She offers invaluable lessons on what contributes to the success and profitability of bookkeeping, accounting, and tax businesses. Main Themes: Work-Life Balance and Support Network: Ann emphasizes the critical role of maintaining a healthy work-life balance and the sacrifices necessary for entrepreneurial success. The importance of having a supportive network to navigate the challenges of business ownership is highlighted. Branding and Market Positioning: The discussion focuses on the significance of strong branding to establish a premium accounting firm. Strategies for targeting high-end markets and differentiating through unique offerings are explored. Aligning one’s brand with personal values and lifestyle is underscored, alongside the necessity of being perceived as an authority in marketing. Four-Step Process for Business Improvement: Redesigning the revenue model to enable premium pricing. Revamping marketing strategies for better client acquisition. Restructuring the sales process for enhanced effectiveness. Boosting revenue through automation and creating new income streams. Effective Pricing and Market Targeting: Methods such as packaged pricing and value pricing based on ROI are discussed. The importance of targeting the right market with intentional messaging and a robust online presence is emphasized. Sales and Client Relationships: Strategies for transforming sales conversations into meaningful engagements to foster long-term client relationships are shared. Profitability Enhancement: Tips on leveraging automation, creating passive income streams, expanding teams, and offering additional services to enhance profitability. Becoming an “Accountrepreneur”: The concept of having a business mindset within the accounting profession is introduced. Reflections on overcoming challenges, particularly during the 2008 recession, and the advocacy for entrepreneurship to achieve greater success and generational wealth. Key Takeaway: This episode is a treasure trove of actionable insights and strategies for accountants aiming to elevate their firms to premium status. Ann Carden’s expertise and experience offer listeners a roadmap to building a profitable, well-branded, and client-centric accounting practice. Thank you for listening to Building the Premier Accounting Firm with Roger Knecht. If you are ready to take the first step toward becoming an “Accountrepreneur” like Ann, 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: Supercharge Your Business free masterclass https://anncarden.clickfunnels.com/optin1653310813011 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 ### The Holistic Approach to Client Representation w/ Chris Papin In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht sits down with Chris Papin to explore his distinctive methodology in client representation through his triad of businesses—Papin CPA, Papin Law, and Papin Insurance. Chris offers a deep dive into the intersection of legal and accounting services, entrepreneurial guidance, and the seamless integration of comprehensive client solutions within regulatory boundaries. Main Themes: The Journey to Dual Expertise: Chris discusses the challenges he faced in passing the CPA and bar exams. Roger and Chris highlight the strategic integration of legal and accounting services under licensing restrictions. Comprehensive Service Offerings: The hosts outline entrepreneurship support and strategies for working with startups. Roger emphasizes the need to align services to client needs, educate them on business risks, and proper business vehicle usage. Transitioning from Hobby to Business: Chris covers the legal and financial implications of monetizing hobbies. Chris mentions insurance considerations and proactive risk management strategies. Financial Advisory and Education: The hosts dive into the importance of educating clients on taxes and liability preparedness. They offer tips for clear communication in financial matters and handling the emotional aspects of money conversations. Responsible Decision-Making and Growth: How to drive innovative thinking, attention to detail, and systematic approaches during business growth phases. Roger shares the role of advisors in facilitating informed decisions through open dialogue and professional collaboration. Holistic Solutions and Diverse Collaborations: Leveraging expertise from lawyers, insurance agents, and other professionals for better client outcomes. Work-Life Balance and Community Involvement: Balancing professional and personal life, with an emphasis on mental health. The benefits of coaching middle school programs and engaging in community service. Dynamic Models for Business Growth: Assisting individuals in starting and growing their businesses with a focus on understanding client needs, managing finances, and ensuring profitability. Key Takeaways: Embrace a holistic approach to client services by integrating legal, accounting, and insurance expertise. Educate and guide clients through the complexities of entrepreneurship, from initial setup to risk management and growth. Foster a balanced professional and personal life to enhance overall well-being and community engagement. Join us for this insightful discussion with Chris Papin and discover innovative ways to enhance your business practices and client relationships!   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Be part of Chris’ quarterly "free webinars" covering various topics that benefit entrepreneurs. https://www.papincpa.com/listener/   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 ### Mastering Financial Foresight w/ Blagoja Hamamdjiev 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 ### The Evolving Role of CFOs and the Future of Accounting w/ Kevin Appleby 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 ### The Power of Branding and Effective Communication in Accounting w/ Heather Hurst ?? 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. Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Sponsors: Universal Accounting Center 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 ### From Plates to Profits: Kasey Anton’s Entrepreneurship Journey from Restauranteur to Accounting Visionary 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 ### Balance Beyond Business: Dr. Sabrina Starling’s Blueprint for True Work/Life Balance Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht. Today, Roger welcomes Dr. Sabrina Starling, a renowned business psychologist and author. Dr. Starling and Roger delve into critical topics affecting accounting businesses, such as marketing, pricing, and staffing. Plus, Dr. Starling discusses her advocacy for finding a balanced work-life dynamic. Key Discussion Points: Marketing, Pricing, and Staffing in Accounting: Dr. Starling shares insights on crucial aspects such as marketing strategies, appropriate pricing models, and effective staffing techniques tailored for accounting businesses. Advocacy for Work-Life Balance: Roger and Dr. Starling emphasize the importance of taking vacations and prioritizing life over work. Dr. Starling lays out her ambitious goal to help 10,000 entrepreneurs take 4-week vacations within the next decade. Effective Hiring Practices: Insights from Dr. Starling’s research and interviews with successful small business owners. Overview of her book series focused on attracting and retaining top talent. Networking and Positive Work Environments: Roger highlights the significance of building strong professional relationships and fostering a supportive work culture. Dr. Starling and Roger discuss the benefits and limitations of policies such as unlimited vacation and sick time, and offering salaried positions to enhance employee satisfaction and balance. Sustaining Well-Being: The hosts present strategies for planning time off to prevent post-vacation blues. Dr. Starling recommendations to schedule future plans within an 8 to 12-week timeframe to maintain a positive outlook. Challenges of Disconnecting from Work: Acknowledgement of the difficulties business owners face in detaching from work responsibilities. Techniques to focus on high-value tasks and delegate effectively to achieve a balanced lifestyle. Building Self-Sufficient Businesses: Discussion on creating systems and processes that allow businesses to operate independently. Importance of self-care and utilizing available resources for business growth and personal well-being. Setting Boundaries and Prioritizing Self-Care: Practical advice on establishing boundaries to protect personal time. Encouragement to seek support and maintain a healthy balance between business and personal life. Join us as Dr. Sabrina Starling provides valuable insights and actionable strategies to help accounting professionals and business owners achieve a sustainable work-life balance, ensuring long-term success and personal fulfillment.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: As the host of Profit by Design Podcast and our guest on the show today Dr. Sabrina is offering our listeners two important resources, the first is the $10k assessment sheet and the opportunity to pledge to work towards and take Your 4-week Vacation. For more information regarding each and Dr. Sabrina, check out her website: www.tapthepotential.com Roger also shares receiving your PreScore.  This is a must-have when considering stepping back or away from the daily operations of the business.  Take a moment and see how ready you are for this next change in your career as you empower your team to work more autonomously   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 ### Effective Networking for Introverts w/ Matthew Pollard In this episode, Universal Accounting Center President Roger Knecht dives deep into the world of accounting and bookkeeping with Matthew Pollard, a renowned expert in rapid business growth. Pollard shares his wisdom on how to transform an accounting firm into a premier establishment by leveraging motivation, goal-setting, and strategic differentiation. Main Themes: Motivation and Goal Achievement: Insights on maintaining motivation and setting effective, achievable goals. Strategies to stay focused and driven in the competitive accounting landscape. Differentiation and Niche Marketing: Importance of carving out a niche within the accounting and bookkeeping sectors. Tips on confidently articulating your unique value proposition to command higher prices. Strengths of Introverts: Utilizing introverted strengths such as planning, preparation, empathy, and active listening. Effective networking and client positioning strategies tailored for introverts. Unique Client Service Approaches: Case studies illustrating success through deeper cultural insights and personalized service. Emphasis on understanding cultural nuances and building rapport for long-term client relationships. Rebranding and Specialized Programs: How to rebrand services for targeted marketing and create specialized programs. Focus on clear messaging and highlighting client benefits to stand out in the market. Storytelling in Business: The power of storytelling to engage clients emotionally and understand their needs. Crafting authentic stories that showcase successful outcomes to drive business growth. Value Proposition and Advisory Roles: Communicating value through personalized packages and transitioning into advisory roles. Justifying higher service prices by emphasizing expertise and tailored client support. Key Takeaways: Building a premier accounting firm requires more than just technical skills; it demands strategic differentiation and deep client understanding. Introverted professionals have unique strengths that can be leveraged for effective client interactions and networking. Storytelling and cultural insights are powerful tools in creating lasting client relationships and ensuring business growth. Clear, targeted marketing and specialized programs can help firms stand out and command premium prices. Transitioning to advisory roles and emphasizing personalized value can justify higher service rates and improve client retention. Join us as Matthew Pollard shares actionable strategies and insights that can help elevate your accounting firm to new heights.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get the first chapter of the Introvert's Edge free: https://matthewpollard.com/theintrovertsedge/book   Or get the first chapter of the Introvert's Edge to Networking free: http://theintrovertsedge.com/networkin   But don’t forget to get your copy of The 3 Steps to Rapid Growth: https://matthewpollard.com/three-steps-rapid-growth/   You also need to read, “Your Strategic Accountant”: https://universalbusinessbuilders.com/your-strategic-accounting-landing-page-accountants   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 ### Mindset, Delegation, and Growth w/ Laurent Notin Welcome to Building the Premier Accounting Firm with Roger Knecht, where we delve into the essential elements of overcoming business obstacles with Laurent Notin, a dedicated business coach who specializes in guiding entrepreneurs through their journey. Laurent highlights the crucial role of a supportive entrepreneurial environment and the mental resilience needed to thrive in business. The conversation focuses on the sacrifices required for success, the importance of self-care, mental well-being, and maintaining a positive mindset. Main Topics Influence of Surroundings: Laurent outlines the significance of a supportive and inspiring entrepreneurial environment. He notes that surroundings can impact an entrepreneur’s mindset and business outcomes. Mental Resilience and Self-Care: Roger and Laurent exchange strategies for building mental resilience to face business challenges. Laurent explains the importance of self-care and mental well-being in sustaining long-term success. Personal Growth and Alignment with Values: They frame success as a personal journey aligned with individual values. The importance of personal growth in business development is discussed. Delegation and Focus: Laurent champions the necessity of delegating non-revenue tasks to prioritize revenue-generating activities. Roger recommends viewing expenses as investments for business growth. Overcoming Delegation Fears: Techniques to overcome fears associated with delegation through self-awareness and emotional intelligence. Physical awareness techniques to support the delegation process. Health and Self-Improvement: The role of physical health in entrepreneurial success. Continuous self-improvement and its impact on business. Gratitude and Self-Empowerment: The importance of expressing gratitude throughout the entrepreneurial journey. Empowering oneself to define and navigate a personal path to success. Conclusion: Laurent Notin provides a comprehensive guide for entrepreneurs to overcome business obstacles through mental resilience, effective delegation, and self-care. By focusing on personal growth and aligning with individual values, entrepreneurs can create a sustainable path to success. This episode is a valuable resource for anyone looking to empower themselves and thrive in their entrepreneurial endeavors. Join us as we explore the journey of entrepreneurship with Lauren Norton and gain insights on how to overcome obstacles, prioritize well-being, and achieve personal and business growth. Don’t forget to check out the resources provided for further support and development.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: My eBook THRIVE: 8 ESSENTIAL TACTICS TO EXCEL AS AN ENTREPRENEUR & PROPEL YOUR BUSINESS FORWARD!, which provides eight practical tactics to propel the business forward and tackle bottlenecks head-on - https://www.laurentnotin.com/get-my-ebook The Bottleneck Index, an accurate tool to identify, understand, and overcome existing and potential business bottlenecks - https://www.laurentnotin.com/the-bottleneck-index A free Impact Assessment call with me to receive personalized guidance on how to tackle their bottlenecks - https://www.laurentnotin.com/booking-calendar/free-impact-assessment-call?referral=service_list_widget   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 ### Revolutionary Remote-first Strategies w/ Jason Snider 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.comor call us at 8012653777 ### Transforming Your LinkedIn into a Client-Generating Powerhouse w/ John Nemo In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht 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.comor call us at 8012653777 ### From Landscapes to Ledger Lines: Max Emma’s Story of Entrepreneurial Triumph 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 ### From Rocket Science to Financial Frontiers: Ben Risser’s Journey as a Visionary CFO 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.comor call us at 8012653777 ### The Blueprint for Successful Mergers and Strategic Exits w/ Craig Primo ? Welcome to Building the Premier Accounting Firm with Roger Knecht. In this episode, Roger explores the multifaceted world of mergers and acquisitions with Craig Primo. Craig’s story of transition from corporate roles to entrepreneurship, drawing on his personal experiences and the lessons learned along the way. Here are the key themes and insights from their conversation: From Corporate to Entrepreneurship: How Craig Got His Start: Craig shares his journey of founding a broker/dealer after being laid off during the Great Recession, underscoring the resilience and determination needed to pivot towards entrepreneurship. The Role of Experience: Emphasizing the importance of having a solid foundation of experience before venturing into business, Craig discusses how his background helped him navigate the challenges of starting and running a successful company. Preparing for Mergers and Acquisitions: Strategic Preparation: Roger and Craig share critical steps in preparing businesses for sale, including maintaining clean financial records, strategic tax planning, and the importance of being debt-free. Attracting Investors: Craig stresses the significance of understanding EBITDA, demonstrating sustainable profitability, and the art of leveraging investments to make a business more appealing to potential buyers. The Value of Financial Expertise: Accountants as Advisors: Highlighting the crucial role of accountants in valuing businesses and planning exits, Roger and Craig advocate for early engagement with accounting professionals to enhance decision-making and business success. The CFO’s Role in Mergers: The conversation underscores the importance of collaboration among bookkeepers, accountants, and CFOs in improving operational efficiency and strategic transparency in mergers. Entrepreneurship and Personal Life: Work-Life Balance: Craig opens up about strategies for achieving a balance between professional ambitions and personal life, including the impact of remote work on labor laws and taxes. The Power of Trust: Trust is identified as a cornerstone of business relationships, with Craig sharing personal anecdotes on maintaining balance and the importance of living in the present moment. Whether you’re an aspiring entrepreneur or a seasoned business owner, this episode is packed with valuable lessons on navigating the complex landscape of entrepreneurship, mergers, and acquisitions. Join us as Craig Primo shares his expertise, experiences, and the importance of financial savvy in achieving business success.   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.comor call us at 8012653777 ### How to Revolutionize Wellness in Accounting w/ Amy Vetter In this insightful episode of Building the Premier Accounting Firm, we’re thrilled to welcome Amy Vetter, a remarkable figure who has seamlessly blended creative solutions to the forefront of the accounting industry. Amy shares her compelling journey from being an artist to becoming a Certified Public Accountant (CPA), her impactful roles at prestigious firms like KPMG, Intuit, and Xero, and how these experiences culminated in the creation of the B3 Method Institute. Main Themes: Journey from Creativity to Accounting: Amy tells Roger about her unique path to becoming a CPA, illustrating that diverse backgrounds can lead to success in the accounting world. B3 Method Institute: Aimed at revolutionizing the accounting profession, Amy discusses her work to promote a better work-life balance through innovation, fostering collaborative client relationships, and a holistic approach to business challenges. Mindfulness in Accounting: Amy and Roger emphasize the importance of being present and thorough in client interactions, likening accountants to “business first responders” who are crucial in times of need. Work-Life Harmony: Amy gives tips for managing stress and ensuring personal and professional fulfillment within the demanding accounting profession. Leadership and Culture: Insights into becoming a connected leader, the role of self-awareness, and the importance of creating a positive organizational culture.   Amy Vetter’s story is a testament to the power of blending creativity with analytical skills in accounting. Her emphasis on mindfulness, self-care, and the pursuit of joy both in and out of the workplace is a reminder of the importance of holistic well-being for professionals. Through her work with the B3 Method Institute, Amy is paving the way for a new era in accounting, where innovation, leadership, and work-life harmony are at the heart of the profession. Tune in to this episode for a deep dive into creating a more balanced, innovative, and fulfilling career in accounting, with wisdom and guidance from one of the industry’s most forward-thinking leaders, Amy Vetter.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take advantage of this opportunity to receive Amy’s Newsletter: https://www.amyvetter.com/newsletter Also consider her Online Courses: https://www.businessbalancebliss.com/pages/mindfulness-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.comor call us at 8012653777 ### From Numbers to Narratives: Effective Communication for Elevated Accounting w/ Brenden Kumarasamy In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Brenden Kumarasamy, the mind behind MasterTalk, to delve into a critical yet often overlooked aspect of the accounting profession: the power of communication. Brendan, transitioning from an accounting background to a communication coaching expert, brings unique insights into why and how accountants should refine their communication skills to drive business success. Main Themes: The Importance of Clear Communication: Brenden underscores the essential role of clear and effective communication in presenting financial information. The ability to convey complex data in an understandable manner is crucial for informed decision-making within any organization. Practical Presentation Tips: The conversation offers tangible strategies for accountants to enhance their presentation skills. This includes a focus on key numbers, engaging with KPIs (Key Performance Indicators), and staying adaptable to changing financial figures. Overcoming Communication Fears: Many professionals grapple with fears surrounding public speaking and communication. Brenden and Roger share techniques such as daily practice and embracing uncertainty with confidence to help overcome these challenges. The Role of Personalized Communication: In the age of digital overload, personalized touches like video birthday messages can significantly strengthen business relationships. The discussion touches on the power of such personalized communication efforts. Developing Listening Skills: Effective communication isn’t just about talking; it’s equally about listening. The episode covers strategies for enhancing listening skills, asking insightful questions, and thereby fostering deeper professional connections. Leveraging Social Media: Brenden and Roger discuss the importance of an online presence for accountants, particularly on platforms like LinkedIn. Sharing valuable content can attract clients and establish the accountant as a trusted advisor in their network. Client Retention Through Communication: The conversation wraps up with a focus on client retention, emphasizing how intentional, clear communication can keep clients engaged and loyal to your services. Key Takeaways: Communication skills are as vital as technical skills in accounting. Simple, focused, and personalized communication can dramatically enhance client relationships and decision-making processes. Continuous learning and practice in communication can mitigate fears and build confidence. Active listening and engagement are foundational to successful professional interactions and long-term business growth. This episode is a must-listen for accounting professionals looking to elevate their career by mastering the art of communication. Whether it’s through enhancing presentation skills, leveraging social media, or personalizing client interactions, Brenden Kumarasamy offers actionable insights that can transform how accountants connect, persuade, and lead in their field. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Brenden Kumarasamy Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Free Workshop to Improve Your Communication Skills https://www.rockstarcommunicator.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.comor call us at 8012653777 ### From Panic to Empowerment: Revolutionizing HR for the Heart-Centered Workplace w/ Candice Elliott Welcome to the Building the Premier Accounting Firm podcast, where host Roger Knecht dives deep into cutting edge strategies for owners of accounting businesses. In this episode, our esteemed guest Candice Elliott, a seasoned Fractional CHRO and an HR mentor, shares her personal journey and the valuable lessons learned from her career in the field, including personal struggles with work-related stress and panic attacks. Here’s what we cover: Candice’s Personal Journey: Hear about how Candice’s experiences with workplace stress led her to found a company dedicated to improving HR practices for small businesses. Challenges for Small Businesses: Roger and Candice discuss the unique hurdles small businesses encounter, especially in adapting to remote work environments, and how these can be managed through effective HR strategies. Mental and Social Well-Being: Candice talks about the crucial role of HR in addressing and supporting employees’ mental and social health, ensuring a more productive and engaged workforce. Impact of Technology: The conversation turns to examine how smartphones and other technologies have disrupted workplace productivity and traditional skills, as well as their effects on human interaction and mental health. The Role of Human Interaction: Emphasizing the importance of maintaining personal connections in a digital world, Candice provides insights into fostering meaningful workplace relationships. Addressing Mental Health in the Workplace: The significance of mental health is brought to the forefront, with discussions on providing support, the benefits of destigmatizing therapy, and encouraging personal growth among employees. Employer Responsibilities: Candice and Roger underscore the importance of employers being vigilant and responsive to their employees’ needs and knowing when to seek professional help. Resources for Business Owners: The episode concludes with Candice pointing listeners to free mental health resources that business owners can utilize to support their teams. Stay tuned to the end for some powerful takeaways and actionable advice from Candice Elliott on how to create a healthier, more supportive work environment for everyone. Don’t forget to subscribe and join us next time on Building the Premier Accounting Firm. If you’re looking for solutions at your accounting firm, in HR or another area, give Universal Accounting Center a call at 801-623-6707. Remember, addressing mental health is not just good practice; it’s good business. Until next time, keep prioritizing your employees’ well-being for a stronger and more resilient workplace.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: 5 Ways To Support Your Mental Health: this is a free download for business owners and their teams- https://fortressandflourish.com/free   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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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.   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 ### Balancing the Books of Life: John Briggs’ Journey to a Modern Accounting Oasis Welcome to the Building the Premier Accounting Firm podcast with Universal Accounting Center President Roger Knecht. In this episode, we’re thrilled to welcome John Briggs of Incite Tax. Join Roger and John as they explore the innovative strategies that have shaped John’s successful accounting firm and strategies he’s developed to maintain a more full work/life balance. Here’s what we dive into: From Struggles to Success: John walks us through his personal challenges with financial hardship and job dissatisfaction before taking the entrepreneurial leap. Learn about the supportive role of his family during the initial stages of establishing his accounting business. Growth and Embracing Imperfection: Discover how John’s company grew and why accepting imperfection was a pivotal aspect of its expansion. Briggs’s insights on the importance of continuous evolution and the art of setting achievable goals. The 3.3 Rule and Work-Life Balance: Briggs introduces the 3.3 rule as a cornerstone for sustainable accounting practices. Hear why advocating for a 40-hour workweek, even during peak seasons, is essential for preventing burnout and keeping services cost-effective. Productivity and Time Management: The podcast sheds light on the disadvantages of multitasking and promotes concentrated work intervals paired with rejuvenating breaks. Briggs advises against overstimulation during downtime and promotes a results-oriented work culture, especially in remote settings. Remote Work and Company Culture: Strategies for managing remote employees while preserving the essence of company culture. Briggs shares his approach to integrating freelancers into the workflow to aid with tax returns. Modernizing Practices for Increased Income: Insights on how accountants can boost their earnings by updating their methods and embracing new technologies. Universal Accounting’s role in providing resources for team education and career growth. Join us for this enlightening conversation that’s packed with actionable advice for anyone looking to thrive in the accounting industry. Whether you’re a seasoned professional or just starting out, John Briggs’ experiences and tips will help you elevate your practice to premier status. Remember to subscribe to our podcast for more insights on building a top-tier accounting firm, and don’t forget to visit our website for additional resources and support. Thank you for listening, and we look forward to bringing you more expert conversations in future episodes. If you’re interested in following John’s footsteps and starting an accounting firm of your own, call 801-623-6707 to learn how Universal Accounting’s team of experts can help. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   We are also happy to announce that we were recognized as the 8th-best accounting podcast.  It’s exciting to be ranked one of the Top 10 shows for the accounting profession and are eager to climb the rank even higher.   Offers: Get your copy of The 3.3 Rule, the book that will show you how to do more in less time.  This is a must-read both personally and professionally. For all of our tax professionals, John also shared the opportunity to do what you love, taxes, getting paid what you are worth without all the headaches of running a business but enjoying the perks of being in business for yourself.  This is the 1099 opportunity for professional tax preparers and Enrolled Agents, EAs.  Act now and get busy: https://www.uacourses.com/pages/1099-opportunities   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.comor call us at 8012653777 ### Mastering the Numbers Game: Growth, Grit, and Gauging Success w/ Tim Moy Welcome to the Building the Premier Accounting Firm podcast with Roger Knecht. Today Roger is joined by Tim Moy, CPA, as they delve into the nuances of building a successful career in accounting. From his humble beginnings to his ascent to partnership at a prominent firm, Tim shares the principles that guided his professional journey. Key Themes: Career Evolution: Tim gives Roger some background on his professional trajectory, detailing the transition from a small firm to becoming a partner in a larger organization, with several stops along the way. Core Values:  Tim explains why he sees humility, respect, relationship-building, and the significance of honest feedback as pillars for success in the accounting sector. Overcoming Challenges: Roger and Tim discuss the importance of personal adversities that professionals may face and how these can be catalysts for business growth. Relationship Emphasis: Tim emphasizes the importance of nurturing client relationships and leveraging the supportive network within the accounting community. Strategic Practices: Insights into proactive commitment management, delivering outstanding service to internal clients, and strategic industry practices such as tracking leverage statistics and focusing on human capital leverage. Technological Integration: The episode explores the impact of ERP systems and APIs on the accounting industry, highlighting how these technologies can optimize timesheets and project management. Performance Metrics: The discussion underlines KPIs and ratios that are critical for effective staff management and measuring financial performance, including the metric of dollars billed per partner hour. Addressing Staffing Issues: Solutions to tackle staffing shortages, such as remote employee management, offshoring, and targeted recruiting, are examined. CPA Firm Management: Tim Moy shares valuable insights from his own experience in running a CPA firm, dealing with smaller clients, and the initial hurdles of starting a business. Support During Growth: The value of having a robust support system during phases of growth is underscored, highlighting the benefits of mentorship and community. Thank you for joining us on another insightful episode of the Building the Premier Accounting Firm podcast. To learn more about how you can start your own successful journey into the accounting industry, call 801-623-6707 or schedule an appointment online when it’s convenient for you.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   We are also happy to announce that we were recognized as the 8th-best accounting podcast.  It’s exciting to be ranked one of the Top 10 shows for the accounting profession and are eager to climb the rank even higher.     Offers: Tim is offering listeners of today’s show the opportunity to connect with him regarding CPA360 can assist with solving their firm's problems or unlock their opportunities.  Take a moment and email him directly and be sure to thank him for his time. tmoy@mbe.cpa   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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book     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.   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 ### The Evolution of Outsourcing in Accounting w/ Laurence Whittam Welcome to another episode of the Building the Premier Accounting Firm podcast, where we dive into the trends and transformations bookkeeping, tax and advisory business owners need to know. Today, we’re joined by Laurence Whittam, the Chief Outsourcing Officer at Impact Global Solutions, who brings a decade of rich experience in the outsourcing industry, focusing on accounting firms in the US. Main Themes: Evolution of Outsourcing Mindset: Laurence shares his observations on how the perception of outsourcing has changed from resistance to acceptance over the years. He discusses the shift from having to convince firms to outsource to now educating them on best practices. Role of the Chief Outsourcing Officer: Importance of this role in navigating cultural differences and communication barriers. Laurence talks about his responsibilities in assimilating remote workers into a company’s culture and ensuring smooth operations. Challenges in Outsourcing: Insights into overcoming cultural differences and communication issues. The necessity for internal support and clear operational frameworks. Financial and Efficiency Benefits: Discussion on how outsourcing can lead to significant cost savings and efficiency gains. The positive impact of offshore staffing on a firm’s bottom line. Cash Flow Management: The critical nature of managing cash flow in the accounting industry. Laurence underscores the importance of a solid business plan for accounting professionals. Standard Operating Procedures (SOPs): The role SOPs play in successful offshoring efforts. Tips on how to maintain quality and consistency with a remote workforce. Communication with Offshore Staff: Strategies for effective communication to bridge the gap between domestic and offshore teams. How good communication contributes to the success of outsourcing partnerships. Demand for Accounting Services: Analysis of the growing demand and how outsourcing can help meet these needs. Exploring the potential for expansion and scalability through offshore staffing. Choosing the Right Outsourcing Partner: The benefits of partnering with reputable outsourcing providers. Laurence shares his criteria for selecting the right partner for accounting firms. Listener Engagement: The episode concludes with an invitation for listeners to share their experiences or questions regarding outsourcing. Laurence encourages firms to reach out to Universal Accounting for further guidance on implementing the principles discussed in their businesses. Final Thoughts: As the podcast wraps up, Laurence Whittam emphasizes the strategic value of outsourcing for accounting firms looking to thrive in a competitive global market. He provides actionable insights and real-world advice for businesses ready to embrace the power of a global workforce. Remember to subscribe to our podcast for more insights from industry experts, and don’t forget to share your thoughts with us on social media or via email. Tune in next time for another engaging episode of “Global Business Horizons.”   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Free Outsourcing Improvement or Discovery Session - https://calendly.com/lwhittam-nlw Come utilize our Outsourcing Readiness Assessment which will do a deep analysis into your firm to see if you are ready to outsource and provide actionable steps to start a successful outsourcing journey. We will throw in a 1-Year Roadmap which even if you implement 20% of it I guarantee will save you the cost of the Assessment.   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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book   Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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.   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.comor call us at 8012653777 ### Blueprints to Balance Sheets: the Emotional Architecture of Entrepreneurship w/ Isaac Smith Welcome to another fascinating episode of the Building the Premier Accounting Firm podcast, where our host Roger Knecht engages in an insightful conversation with Isaac Smith. This episode delves into Isaac’s unique journey from architecture to the world of accounting and the profound emotional impact of business performance on entrepreneurs. Main Themes: Transition from Architecture to Accounting: Isaac discusses his career shift and how it led to new realizations about the importance of accounting in the business world. Emotional Aspect of Business Performance: Isaac shares personal insights on how financial outcomes affect the mindset and emotions of entrepreneurs, highlighting the often-overlooked human side of accounting. Role of Accounting Professionals: The discussion underscores the vital role accountants play in providing security and clarity. Accountants are not just number-crunchers; they’re key advisors who guide business owners through the financial fog. Educating Clients on Financials: Issac and Roger stress the importance of financial literacy for clients. By understanding their numbers, clients can make informed decisions, leading to better business health and growth. Building a Remote Team in the Philippines: Isaac takes us through his experience in establishing an offshore team for his e-commerce venture, shedding light on the evolving landscape of outsourcing services. International Resources for Business Expansion: Smith encourages businesses to look beyond their borders for expansion opportunities, utilizing international resources to scale and compete in the global market. Be sure to tune into this enlightening episode to explore how accounting can be a source of empowerment for business owners worldwide. Whether you’re an industry veteran or new to the world of finance, there’s a wealth of knowledge and inspiration to be gained from Isaac Smith’s experiences and insights. To learn more about how to start your journey to owning an accounting business, call 801-623-6707. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Isaac Smith Isaac Smith is the co-founder of the Bookkeeping firm Summit eCommerce Advisors and founder of the recruitment firm TeamUp. While at Summit he built a team in The Philippines to handle all of the bookkeeping work for their clients. Now, as the founder of TeamUp, he helps other accountants hire top talent in The Philippines, just like he did, directly without ongoing BPO fees. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: I'll put together a free resource for your listeners on building a team in The Philippines.  They'll be able to get it at: www. hireteamup.com/roger   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 effectively your services 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 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.comor call us at 8012653777 ### Integrating Family Therapy Principles in Business Leadership with Dr. Tim Thayne Welcome to another insightful episode of Building the Premier Accounting Firm, hosted by Universal Accounting Center President Roger Knecht. In this engaging discussion, Dr. Tim Thayne takes listeners on an exploratory journey through the realms of family therapy and business organization. From Academia to Business Consultant: Learn about Dr. Thayne’s transition from an academic path with a master’s from BYU and a PhD from Virginia Tech to a practical role in applying marriage and family therapy principles to business environments.   Solution-Focused Leadership: Discover the core concepts of the leadership program Dr. Thayne spearheaded, where he marries leadership skills with solutions to family-related challenges, showcasing the synergistic effects of managing professional and personal life dynamics.   Healthy Interactions and Motivation: Delve into Dr. Thayne’s perspective on the significance of nurturing healthy interactions in both family and business settings. The conversation also taps into how motivation plays a pivotal role in achieving goals across both domains.   Deep Relationships and the 80/20 Principle: Dr. Thayne elaborates on the value of cultivating profound relationships and how this aligns with success and happiness, drawing parallels with the well-known Pareto principle.   Business Strategies for Family Life: Roger and Dr. Thayne explain how the structure and discipline of business strategies can be adapted to family life, encouraging accountability, planning, and the importance of maintaining high expectations, even when faced with mental health challenges.   An Organized Home Environment: Lastly, the episode emphasizes the benefits of a more intentional and structured approach to managing the household, similar to how one would navigate a business, fostering a healthier and more productive family dynamic.   This episode is a must-listen for anyone interested in business leadership to understand how family therapy principles can create powerful outcomes for a business’s progress. Join us for an episode that promises to reshape the way you think about leadership, both at the office and at home.   Thank you for listening to this episode of Building the Premier Accounting Firm. For more information on how you can start or build the premier firm in your area, call Universal Accounting Center at  801-623-6707 or schedule an appointment online at your convenience.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dr. Tim Thayne Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: As part of the conversation, we have for our listeners the opportunity to take advantage of the TRUSTYY APP.  The App to Help Parents and Teens Build Trust at Home.  Because parents and teens have never been busier or overwhelmed. The Trustyy app is the first designed to help parents build mutual trust, address issues competently and consistently, and strengthen their relationships with their teens. www.trustyy.com/uac Likewise, take a moment and receive free access to the Money Management and Couples Course that was discussed on the show.  This is a MUST-DO activity for parents, especially for those with teens, young adults, and newlyweds.  It’s also used by counselors, youth ministers, financial planners and more.  Take the time to see what you can do to live debt-free and have a healthy committed relationship. https://universalbusinessbuilders.com/money-management-video-course   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.comor call us at 8012653777 ### Mastering the Art of Delegation on the Accountrepreneur’s Journey w/ Jason Blumer Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger dives into the entrepreneurial journey of Jason Blumer, one of the most renowned voices in the accounting world. Here are the key takeaways from their insightful conversation: From CPA to Business Leader: Jason shares his personal story of moving from the structured world of working as an accountant to the dynamic realm of entrepreneurship, coining the term “accountrepreneur” to describe this unique crossover. Strategic Delegation and Operational Efficiency: As a business grows, the necessity to delegate becomes more pronounced. Roger and Jason emphasize how hiring the right operational staff is crucial for maintaining both efficiency and profitability. Navigating Business Growth: Roger and Jason explore the challenges that come with a growing company, particularly when hitting the 25-32 employee mark. Jason advises that this is the time for owners to pivot from revenue generation to focusing on visionary and managerial responsibilities. Building Effective Teams: Jason stresses the importance of defining clear roles and assembling teams that align with the business owner’s strengths and the company’s objectives. Leadership and Delegation: Learn how leaders can recognize when it’s time to step back from certain tasks and trust their team for the business’s sustained success. Supportive Environments and Constructive Feedback: Jason underlines the value of creating a culture that encourages feedback and the pursuit of external support systems to maintain accountability and the well-being of both the owner and the organization. Key Advice for Aspiring ‘Accountrepreneurs’: Listeners will gain insights into the mindset and strategies needed to successfully transition from a technical role into a thriving entrepreneur. Stay tuned as we delve into these themes and uncover the lessons Jason Blumer has learned on his journey to building a successful and sustainable business. Whether you’re a CPA looking to branch out or an entrepreneur at heart, this episode is packed with actionable advice to help you grow and manage your venture effectively. If you’re ready to take the next step on your Accountrepreneur’s Journey, give Universal Accounting Center a call at  801-623-6707 or schedule an appointment online at your convenience.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jason Blumer   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Jason offer, join the community and save: https://thriveal.com/contact/   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 effectively your services 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 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.comor call us at 8012653777 ### From Ledgers to Leadership: Reza Hooda’s Blueprint for Accounting Success and Mentorship Welcome to today’s episode of Building the Premier Accounting firm with Roger Knecht, where we dive into the captivating journey of Reza Hooda, a seasoned chartered accountant and tax advisor turned mentor and coach for practice owners in the UK. Here are the highlights of her insightful discussion with Roger: Reza’s professional journey: Reza shares his diverse professional background, from cutting his teeth in PwC’s tax department to acquiring a small accounting practice and facing the trials and triumphs of running his own virtual firm. Beyond Technical Skills: Learn how Reza broadened his skill set in marketing, sales, leadership, and pricing, and why he believes that technical know-how in accounting is just the starting point for a successful practice. Transition to Coaching: Discover Reza’s passion for coaching and how his hands-on experience led to the development of a 4-pillar framework that guides practice owners toward growth and efficiency. The 4 Pillars Framework: Roger and Reza explore the details of Reza’s framework as laid out in his book “The 4 Pillars: How to Build an Accounting Firm That Gives You More Money, Time, and Freedom.” The pillars include: Pricing: Moving away from traditional time-based billing to value-based pricing. People: Building a team and fostering a positive culture. Process: Streamlining operations for better efficiency. Positioning: Enhancing the firm’s presence in the market. The Value of Pricing: Reza emphasizes the importance of value-based pricing and the strategies for communicating this model to clients to align expectations and satisfaction. Entrepreneurial Freedom: Roger discusses the importance of time and financial freedom for entrepreneurs and Reza’s advice for continuous self-development, including the lifelong habit of reading. Community and Knowledge Sharing: Reza advocates for the sharing of knowledge within the accounting community and highlights the role of events like GrowCon, Universal Accounting’s annual conference, for accounting business owners to network, share strategies, and learn from industry experts. Join us for this episode to get a wealth of actionable insights from Reza Hooda, whether you’re an accounting professional looking to expand your practice or an entrepreneur interested in the intersection of accounting and business mastery. Thank you for listening to this episode of Building the Premier Accounting Firm. For more information on how you can start your own accounting practice, call Universal Accounting Center at  801-623-6707 or schedule an appointment online at your convenience.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Reza is offering to our listeners a free copy of his book (just pay shipping and handling) from this page: https://go.rezahooda.com/order-348362211681564311623 You can also listen and follow his podcast The Profitable Accountant wherever you listen to your podcasts: https://www.rezahooda.com/podcasts/the-profitable-accountant-podcast   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 effectively your services 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 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 ### Power Up Your PowerPoint: Mastering the Art of Financial Storytelling with Soufyan Hamid Welcome to the latest episode of Building the Premier Accounting Firm with Roger Knecht, the podcast full of tips for growth at your accounting firm. Today, we’re focusing on how to elevate your PowerPoint game, especially when it comes to presenting complex financial data with financial storytelling expert Soufyan Hamid. In this episode, Roger and Soufyan unpack the strategies that can transform your slides from snooze-fests into compelling narratives. Key Insights from Soufyan: The Power of Visuals Over Text: Soufyan explains why visuals are your best ally in keeping your audience engaged. Discover how to use images and graphs to break up text and make data digestible. Tips on selecting visuals that enhance rather than distract from your message. Substance Over Format: Understand why minimizing on-screen text is crucial. Soufyan and Roger’s strategies for condensing content without losing meaning. How to use bullet points effectively to retain audience attention. Storytelling: Why focusing on the meat of your presentation beats flashy design. Techniques for presenting complex financial information in a clear, concise manner. The balance between informative content and aesthetic appeal. Audience Interaction: Advocate for active participation to create a dynamic and interactive presentation. Suggest ways to incorporate questions and foster dialogue with the audience. These tips are sure to elevate your next verbal presentation to a whole new level. Thank you to Soufyan Hamid for his valuable insights. For more resources and training to take your accounting firm to new heights, call 801-623-6707 or schedule an appointment online at your convenience. Thank you for tuning in to our podcast and please tag Roger, Soufyan and Universal Accounting when you share success stories of using these strategies in presentations.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Soufyan Hamid   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take a moment and connect with Soufyan on Linkedin: https://www.linkedin.com/in/soufyanhamid/ And if you’d like to take advantage of his services you can learn more here: www.thefinancecircle.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 effectively your services 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 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 ### From Home to Business: Donna Harris' Story of Starting a Remote Accounting Firm ? In this episode of the podcast, host Roger Knecht engages in a dynamic conversation with Donna Harris, founder of Bookkeeping Made Simple. Together, they dive deep into her journey of starting an accounting business and navigating the life changes that come with being an entrepreneur. This is a great look at how professionals from all walks of life become accounting entrepreneurs, as well as how it’s possible to achieve the work/life balance you desire at the owner of your firm. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Donna Harris Donna founded Bookkeeping Made Simple with the understanding that small businesses are the heart of the American economy. After offering to do books for a friend who said he didn’t have enough work to keep someone in the office 20 hours a week, she recognized the need for an efficient, online system. She has 20 years of bookkeeping and accounting experience and is excited to help small business owners achieve their goals. She enjoys spending time with her family and traveling whenever possible. She is the firstborn of eight children and a mother to five.  She also loves hiking, camping, cooking, yoga, and fitness.  A huge believer in lifelong education, she recently earned her MBA and is currently working on her Master’s of Accounting. Highlights: Donna shares her journey from studying Computer Science in college to working with family members and acquaintances who needed bookkeeping services at their companies. The only problem, they said, was that there wasn’t enough work to hire someone full time. Donna saw opportunity and founded Bookkeeping Made Simple. They discuss the value of niching, and specifically the opportunity that exists in working with solopreneurs or micropreneurs, who may not have the resources to hire big accounting firms. Donna reveals the challenges that come with being a single mother and starting a business, including developing boundaries and a comfortable work/life balance. Starting an accounting business and working from home allowed her to homeschool her kids. Roger and Donna explore how Donna’s upbringing motivated her to work hard and live up to her responsibility to care for those in her life as a professional. They emphasize the difference in tax code for large corporations like Amazon and Space X compared to small businesses, to whom saving money and cash flow are of paramount importance. Donna introduces specific examples of how she navigates communicating with clients and offers strategies for identifying transactions, like using a SharePoint folder to upload receipts. They share insights on how aspiring entrepreneurs can start an accounting business, a bookkeeping business, or a tax business, and highlight the importance of learning bookkeeping online and taking online tax courses. Donna explains the importance of taking a step back from the business and trusting your employees to handle business on their own when personal or family issues require attention outside of the business. Notable Quotes from this episode: “I've been reading a lot in the industry news that there's a real shortage of accountants and accounting professionals. I know everyone has a hard time finding employees because no one really wants to go into the field or they think that we're all going to be replaced by AI. I don't see that happening. There's too many judgment calls and accounting.” “I saw firsthand how entrepreneurship really is the backbone of America… I think that's what really drove me to choose the very small businesses as a niche.” “I know a lot of big businesses are really, really pushing a return to the office and I think those are going to be the ones that get left behind.. I think working from home, remote work is an expectation now.” “The most common misconception is that I'm a CPA. I am not. I have a bachelor's in accounting and I have an MBA, but I have never fulfilled the requirements to have a CPA license and I don't need it. I don't do auditing and I don't work with publicly traded firms, so why go to all that trouble?” “The client, they don’t know what they don’t know. We have to be very upfront and tell them, we need these bank statements and this bank access from this date to this date, we need these receipts. And this is why.” Join Roger and Donna in this thought-provoking discussion as they highlight the momentous opportunity that exists for accounting professionals with an entrepreneurial spirit. Discover the ability that anyone with a basic understanding of accounting has to help business owners in their community with their books. If you're considering starting an accounting business, a bookkeeping business, or a tax business, or if you want to learn bookkeeping online and explore online tax courses, this episode is packed with valuable insights for aspiring entrepreneurs.     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: “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 It’s time to also work ON your business, to start and build the premier accounting business in your area.  Take advantage of this opportunity to access this free course now and see what steps you can take to be in business for yourself but not by yourself with Universal Accounting Center.  Get the Turnkey Business Plan for accounting professionals HERE now!   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 ### Balancing Ledgers and Life: The Entrepreneurial Journey w/ Timothy Wingate Welcome to Building the Premier Accounting Firm, where we dive deep into the entrepreneurial journey of accounting professionals, sharing insights and strategies for building a successful accounting firm. In this episode, Timothy Wingate,  founder and president of G+F Business & Financial Consulting, shares his personal experiences and the lessons he’s learned along the way. Here’s what you can expect from today’s enlightening discussion: The Backbone of Support: Discover how Timothy's wife provided an unwavering foundation of support throughout their entrepreneurial path, highlighting the crucial role that family plays in the success of a business venture. Faith and Connections: Learn about the significance of faith and human connections in business, and how these elements can influence not only the business owner but also the trajectory of their enterprise. Accounting Evolution: Dive into the changing landscape of the accounting industry. Timothy and Roger emphasize the importance of adapting to new trends by offering higher-value services and taking a more strategic approach to traditional practices. Finding Your Niche: Hear why specializing in a niche market can be a game-changer for your business, allowing you to differentiate yourself from the competition and provide targeted value to your clients. Universal Accounting Center: If you’re considering starting your own business or want to enhance your entrepreneurial skills, Timothy recommends exploring the resources available at the Universal Accounting Center. Remember to subscribe to our podcast for more valuable discussions like this one, and if you enjoyed the episode, please leave us a review! Thank you for tuning in to Building the Premier Accounting Firm, where we bring you the wisdom of seasoned entrepreneurs to help you on your journey to success in the accounting industry. Until next time, keep forging connections and stay strategic in your ventures. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Timothy Wingate, EA Timothy Wingate Jr. is the founder and president of G+F Business & Financial Consulting. He is a licensed Enrolled Agent and construction accountant. In May 2016, he founded G+F, recognizing the need for specialized accounting and tax services for construction companies. Many construction businesses struggle to bridge the communication gap between their work in the field and their back office. With first-hand knowledge of the construction industry and a deep understanding of taxes and finances, Timothy provides tools, advice, and financial guidance to his clients so they better understand their finances and improve their cash flow. Timothy is a QuickBooks Online Certified ProAdvisor and was a member of the Intuit Tax Council from 2019 to 2022. He earned a bachelor’s degree in business administration with a concentration in finance from the University of South Florida. He is also a member of the Construction Financial Management Association. Timothy worked for many years with his father, a licensed general contractor since 1984, giving him plenty of first-hand knowledge of the construction industry. Timothy lives in West Palm Beach, Florida, with his wife and three sons. There he also served as a chief operating officer and chief financial officer for a long-standing nonprofit. 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 effectively your services 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 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 ### Unlocking Growth with the Power of Fractional CFO Services and LinkedIn with James Donovan Welcome to another episode of Building the Premier Accounting Firm with Roger Knecht, the go-to podcast for accounting business owners looking to scale their businesses and expertise. In this episode, we dive into the remarkable success story of visionary James Donovan that demonstrates the transformative power of fractional CFO services and strategic networking. Main Themes: The Impact of Fractional CFO Services: Roger and James explore how the implementation of fractional CFO services contributed to a substantial increase in one of James’ client’s recurring revenue—by $40,000 over just six months. James details the key strategies in the process that led to substantial results. The Flexibility of Remote Work: James shares his personal experience with remote work, illustrating how it has facilitated the ability to travel and manage a successful business simultaneously. This segment will inspire you to consider the potential of remote work for your own business. LinkedIn as a Business Development Tool: Discover why LinkedIn, and particularly the Sales Navigator feature, is a crucial tool for connecting with potential clients. Our guest breaks down their daily 30-minute strategy for using Sales Navigator to secure high-quality appointments and how you can do the same. Promotional Insights: Roger and James extend an invitation to engage with resources that can drive your growth. We encourage listeners to subscribe to the podcast for more insights and to access complimentary resources designed specifically for accounting professionals. Key Takeaways: Understanding the role and benefits of a fractional CFO. Learning how to effectively utilize LinkedIn’s Sales Navigator to expand your client base. Exploring the advantages of remote work in today’s business landscape. Gaining insights into valuable resources and events for accounting professionals. Call to Action: Don’t miss out on leveraging these insights for your business. Subscribe to our podcast, check out the resources mentioned, and consider attending GrowCon for an experience that could redefine your professional journey. Call 877-801-8080 to get started on your journey, or to explore ways to train your staff and expand your firm.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: James Donovan   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: For more information regarding James' services: https://ninetwomedia.com Helping firms offering Fractional CFO/Tax Plans generate exclusive leads & qualify those leads for quality appointments. We charge a flat fee of $2k/m, and conservatively generate 8-12 leads per account every month. https://ninetwomedia.com/linkedinagreement-2108   In addition to speaking with James be sure to also check out this recent webinar that addresses how we can best leverage our online presence to get the clients we deserve.  From Lead Flow to Automating Processes - this is a don’t miss presentation.  CLICK HERE to see what you can do to position yourself online to get the clients you deserve: https://getclients.universalaccounting.com/uac   Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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. 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 ### Navigating the Tax Labyrinth with Michael Rozbruch In this insightful episode of the podcast, Roger sits down with Michael Rozbruch, a seasoned CPA and certified tax resolution specialist, who shares his personal journey into the field of tax resolution. Drawing from his experiences, Michael discusses the importance of professional guidance when dealing with the IRS and sheds light on the following key themes: Empathy in Taxation: Michael’s motivation is deeply rooted in the struggles he’s seen ordinary Americans face when up against IRS actions. His empathy for those in tax distress drives his work and advocacy. The Complexity of Tax Issues: From back taxes to audits and payroll dilemmas, Michael underscores the intricate and often intimidating process of resolving tax problems with the IRS, highlighting why expert assistance is critical. Professional Expertise: The conversation delves into the significance of tax resolution specialists like EAs, CPAs, and attorneys. With limited IRS training for the public, the knowledge and skill of these professionals become invaluable. Tax Relief Intricacies: Michael discusses the nuances of tax relief, giving listeners a glimpse into what goes on behind the scenes when negotiating with the IRS. Professional Fees: Understanding how to price services is vital. Michael breaks down payment structures for tax professionals and why investing in such services can be beneficial. Advertising Your Services: The episode touches on the benefits of marketing tax resolution services to reach those in need. The Enrolled Agent Advantage: With the IRS’s new penalty relief initiative, Michael points out the increased business potential and advantages of becoming an Enrolled Agent. Future Challenges: The discussion raises concerns about the complexities that may arise in 2024 due to the IRS’s access to taxpayer information through stimulus payments. Educational Opportunities: Michael promotes a two-hour masterclass on tax resolution services and encourages listeners to deepen their understanding of the field. Grow Con and Additional Resources: The episode also mentions Michael’s commitment to helping others through the upcoming event called Grow Con and directs listeners to the Universal Accounting website for a podcast episode featuring a panel of accounting, bookkeeping, and tax business experts. Listeners are encouraged to check out the full episode for a more comprehensive exploration of these themes and to gain access to valuable resources and insights for tackling tax challenges with confidence. Resources Mentioned: Michael Rozbruch’s Masterclass on Tax Resolution Services Grow Con Event Universal Accounting Podcast     Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Michael Rozbruch Michael Rozbruch, CPA and Certified Tax Resolution Specialist, a pioneer in the tax resolution industry, has a proven “in-the-trenches” track record as evidenced by accumulating 168 month-over-month consecutive revenue growth culminating in $23 million in revenue in just one year alone. Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies® and Michael Rozbruch’s Tax and Business Solutions Academy®, an eLearning, training and coaching services company that trains and helps CPAs, Enrolled Agents and Attorneys build highly profitable practices through proven marketing systems and strategies. But he doesn’t stop there. He also trains on how to “close” the sale, manage the client relationship and knows firsthand how a best practice IRS Problem client niche practice should be run and operated. Standing alongside Michael to help you be as successful as possible with your own tax resolution business is the Roz Team—Roslyn Rozbruch, Becky Stephens, John Israelian, Ruthie Ponce, and Karen Hood. Read on to learn more about how each team member makes it their goal to make life in your practice a little easier—and a lot more profitable! Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Free 2-hour Master Class on Marketing Sales and more as it relates to Tax Resolution https://www.rozstrategies.com/ And Learn more what you can do to offer Tax Resolution Services with Michael’s help, take advantage of this opportunity to participate in a 5-Day to $5K Tax Resolution Challenge: https://zc158.isrefer.com/go/resolution/uacct/   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 effectively your services 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 & an Enrolled Agent, EA Profit & Growth Expert, PGE 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 ### Customizing CFO/Advisory Services for Each Client w/ Dave Willson In this episode of the podcast, host Roger Knecht engages in a dynamic conversation with Dave Willson, Founder and CFO at ProvenCFO. Together, they dive deep into the many paths professionals take on the way to learning the language of business, proven strategies for providing quality CFO/advisory services and the importance of social responsibility for entrepreneurs. Highlights: Roger and Dave walk back through Dave’s journey into the world of accounting and eventually entrepreneurship. Dave always had an interest in the “language of business”, despite failing an accounting exam in school due to a difficult teacher. Dave discusses immigrating to America and completing his bachelor’s in accounting. While he had an offer on the table to join Deloitte, he elected to work with his brother in banking. Dave explains how he and his brother eventually started an accounting business and the value Dave saw in providing advisory services at the firm after his experiences working in banking, real estate and other industries. The origin of ProvenCFO is covered and Dave explains the challenges the company has navigated as it has grown, including during COVID. Roger and Dave dive into the role an advisor should play in giving practical recommendations to business owners – when to hire an employee, how to manage cash flow, whether or not to offer benefits and more. They highlight the massive opportunities that come with offering advisory services in terms of pricing. Dave notes that his company sometimes charges a cleanup or set-up fee when working with companies who need bookkeeping help before advancing to the growth stage. Dave explains the value ProvenCFO has found in working with a broad range of clients in terms of industry and stage of business. The company has had a lot of success working with startups and creating financial models for companies with seed money. Roger learns about Dave’s childhood in South Africa and how carrying forward the culture of camaraderie present there has been a guiding principle for him as an entrepreneur. They discuss the value of empathizing with employees and feeling responsible for their well-being, as well as the power of creating a company that employees enjoy participating in. Notable Quotes from this episode: “We figured out [when it comes to starting a business] it only takes one. You only need to be successful once. You can fail as many times as you want. It doesn't matter. It only takes one… As long as you don’t eat up your earnings.” “We don't have a hard and fast set of rules that we make our CFOs follow. It's just to make sure that you're visiting with [the client] and providing them advice.” “Entrepreneurs are crazy. We're crazy people. I recognize that. It probably all sounds insane” “And the advisory that we give to our entrepreneurs is very similar. It's like, ‘Okay, you need to be mindful of the fact that you might be sitting on  80 % equity and you want everyone to work as hard as you, but just keep in mind that they don't have 80 % equity. And when this company sells and you make a bajillion dollars, they're not, right? They're going to be sitting here still working.” “I think we just need to approach capitalism while being mindful that there are those that aren't going to be able to be entrepreneurial.” “We need to discuss what are all the consequences of some of the decisions that we're making in our own companies and how it impacts our clients, our employees, our families. It's a narrative that I think needs to be discussed because many of us are very fortunate in the fact that with our entrepreneurial spirits, we're willing to take risks where we're to put ourselves out there. And with that, there should be a reward. But at the same time, we've got to acknowledge the fact that people are working hard around us and making things possible. And we appreciate that.” Join Roger and Dave in this thought-provoking discussion as they highlight the opportunity and responsibility that exists for CFO/Advisory professionals. Discover how to customize your advisory approach to each client, and the importance of maintaining a passionate group of employees. If you're considering starting an accounting business, a bookkeeping business, or an advisory business, or if you want to learn bookkeeping online and explore online CFO courses, this episode is packed with valuable insights for aspiring entrepreneurs.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dave Willson   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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book   Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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. 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 ### The Path to Integrating AI at Your Accounting Business w/ Marie Speakman ? In this episode of the podcast, host and Universal Accounting Center president Roger Knecht engages in a dynamic conversation with Marie Speakman, a Chartered Accountant and Artificial Intelligence consultant known as the “AI Automation Lady.” Together, they dive deep into the world of automation as it relates to accounting, including how to use AI as a “trainee,” how to use it to help represent data, and how to prioritize the client experience.     Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Marie Speakman, CA     After selling her accounting practice in 2009, Marie focused on helping companies enhance their operations and finance procedures.  In 2020, she was introduced to an AI company. Marie’s goal now is to provide insights, demystify AI, and support you every step of the way. When Marie is not working, she loves embracing the vibrant Andalucian lifestyle, hiking in the mountains, strolling along sandy beaches, and discovering new wonders around the world. Her next destination and adventure is Japan!   Highlights: Roger and Marie discuss her decision to sell her accounting business in 2009 and focus on helping companies enhance their operations and financial procedures. Beginning in 2020, she took special interest in the impact AI could have on tax and bookkeeping businesses. Marie recounts her earlier career experience working as a financial controller at a software company, traveling across Europe and working with great colleagues. This furthered Marie’s passion for tech, and was her first taste of remote working. Roger and Marie discuss a debt collection program Marie helped develop that has been implemented in governments in the United Kingdom. As it became clear bookkeeping was a great candidate for AI optimization, Marie saw the potential to train bots to reconcile and complete compliance tasks. Marie highlights Robotic Process Automation, the simplest form of AI, which is like training a trainee to complete certain tasks mapped out for them in their code. Marie emphasizes the importance of the client’s security when using AI as a tool for analyzing data for advisors. Marie walks Roger through the typical way an artificial intelligence company would meet with an accounting business owner and present the uses AI could have at the firm. Roger and Marie discuss the impacts AI will have on the accounting industry, including help to fill the current hiring shortage that is a challenge for many accounting firms.   Notable Quotes from this episode: “When I was in practice, I did struggle to be honest. I was forever trying to meet deadlines, you know, there's like peaks and troughs in the actual workload and I was thinking, ‘[AI] is great this could be really great for accountants to apply.” “Anything that you could train a trainee to do, then you can train a bot to do that and it can do the work for you.” “When I started off, I was like, ‘I want to be the advisor.’ When I was a management accountant, and I've got all these skills, and I want to go out, and I want to advise these companies, but you get bogged down in the day to day and the compliance work and you are forever trying to meet deadlines. And now I think we've got a massive opportunity.” “Whether it be the AI or offshore accounting, it's basically a non -client facing interaction that we're talking about here. So I think that's a very good thing.” Join Roger and Marie in this thought-provoking discussion as they highlight the untapped potential accountants possess to use AI as a tool for their firm. Discover practical uses for AI at your company, how to work with companies to integrate bots, and which services (including ChatGPT) to avoid. If you're considering tools to make your firm more profitable, or develop more marketable skills , this episode is packed with valuable insights.   You can now earn CPE for this episode, "The Path to Integrating AI at Your Accounting Business" on #EarmarkCPE. Register for free: https://app.earmarkcpe.com/?course_id=f0d82827-a64b-494e-843f-1e29598ffeae Link: https://app.earmarkcpe.com/?course_id=f0d82827-a64b-494e-843f-1e29598ffeae Earmark CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Marie is offering a AI Insights Session: Uncover Custom Solutions for Your Business"   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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book   Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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.   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 ### Understanding the Truth of Business Valuation w/ Sam Mendelsohn In this episode of the podcast, host Roger Knecht engages in a dynamic conversation with Sam Mendelsohn, a CPA and Mergers and Acquisitions expert. Together, they dive deep into the world of accounting, business valuation, and the critical role accounting professionals can play in helping business owners realize their company's true potential.6   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Sam Mendelsohn, CPA     Sam Mendelsohn is the President and Chief Operating Officer at The Value Builder System™. Sam is also a former Vice President within an operating division of the Constellation Group (TSE:CSU). Sam has led marketing for over 20 different brands and is a highly-rated MacKay speaker on marketing. He has also delivered over 500 software deployments ranging from marketing systems to full Enterprise Resource Planning systems and corporate performance management systems at companies including Microsoft, Merck, Howard Hughes Medical Institute and Sun Media.     Highlights: Sam shares his journey from traditional accounting to specializing in mergers and acquisitions, emphasizing the importance of business valuation. They discuss how understanding a business's true value can make a significant difference in decision making, especially during a potential sale. Sam reveals how crucial it is for business owners to continuously monitor and improve eight key drivers of business value. Roger and Sam explore real-life scenarios where two seemingly identical businesses can have vastly different valuations. They emphasize the shift accountants can make into the CFO and advisory services space, helping business owners maximize profitability, navigate operational challenges, and achieve long-term growth. Sam introduces the concept of a "showroom-ready" business and discusses the pivotal role accountants can play in preparing businesses for potential sales. They share insights on how aspiring entrepreneurs can start an accounting business, a bookkeeping business, or a tax business, and highlight the importance of learning bookkeeping online and taking online tax courses. Discover how understanding business valuation and the eight key drivers can be the catalyst for both accountants and their clients to achieve extraordinary success in the world of CFO and advisory services.   Notable Quotes from this episode: "Those eight drivers are similar to going and buying a home... You're going down this checklist of what that house is going to consist of. Well, it's the same thing with the business." "Your business should always be showroom ready." "Find a good framework that you're comfortable leveraging... show up and have that conversation with the client rather than being scared about what to talk about." "Accountants have such an opportunity to look beyond the income statement, balance sheet, and cash flow statement and really do a lot of good for business owners on the operational side." Join Roger and Sam in this thought-provoking discussion as they highlight the untapped potential accountants possess to become indispensable partners in business growth and transformation. Discover how understanding business valuation and the eight key drivers can be the catalyst for both accountants and their clients to achieve extraordinary success while offering CFO and advisory services. If you're considering starting an accounting business, a bookkeeping business, or a tax business, or if you want to learn bookkeeping online and explore online tax courses, this episode is packed with valuable insights for aspiring entrepreneurs.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:   Now’s the time to get your Business Score.  See how the 8 drivers mentioned in the show today apply to your business.  Learn what you can do today to work ON your business and improve your valuation to build the business you want.  CLICK HERE to start, it will only take 15 minutes.   It’s time to compliment your accounting and tax services with quality CFO & Advisory services.  Become a Profit & Growth Expert, apply the Universal Business Builder principles with your clients and learn what you can do to be a Value Builder Provider.   Get The Unlocking Small Business Market whitepaper.  Understand how smart advisors position their services to protect, grow and realize the value of a business.   Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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. 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 ### Leveraging Automation to Stop Revenue Leakage w/ Omry Man In this enlightening episode of "Building the Premier Accounting Firm," we are joined by Omry Man, a seasoned entrepreneur who offers valuable insights into starting accounting businesses. Omry's journey from building and selling successful startups to venturing into the accounting industry provides invaluable guidance for those looking to start an accounting business or expand their existing services.   Your Host: Roger Knecht, president of Universal Accounting Center   Guest Name: Omry Man   Meet Omry Man, the CRO and Founder of Anchor. With 15 years of hands-on experience in digital marketing and business development, he is a skilled software entrepreneur and an active investor in the tech space. Over the last four years, Omry has been on a mission to revolutionize businesses using automation, creating an Amazon-like experience for both accountants and their clients – from proposal to payment. Before joining Anchor, Omry successfully founded three companies: NTT, a website creation platform; Zebra Media, a software distribution network; and Winja, a growth hacking consultancy firm for the software/SaaS space. His passion for empowering businesses and dedication to innovative solutions keeps him up at night ( together with his newborn son), thinking of how he can help the accounting community with eliminating burnout and make things like late payments, friction with clients, manual work a thing of the past.   Highlights from the episode: Transitioning from Startups to Building Accounting Businesses: Omry shares his journey of transitioning from the world of startups to the accounting industry, highlighting the importance of staying connected with clients even after selling businesses.   Subscription-Based Pricing Models: The discussion delves deep into the world of subscription-based billing. Omry explains the versatility of different pricing models, ideal for those eager to start a bookkeeping business or tax business, and how they cater to the unique goals and personalities of accounting professionals.   Addressing Revenue Leakage: Omry sheds light on the pervasive issue of revenue leakage within accounting firms. He describes how automation can eliminate revenue leakage by ensuring agreements are adhered to and payments are made correctly, enhancing trust and efficiency. Learn bookkeeping online and you’ll gain insights into revenue protection.   Advisory Services and Beyond: The conversation touches on the growing importance of offering advisory services to clients. Omry emphasizes the need for accountants to continuously evaluate their own objectives and goals, aligning their service offerings with their aspirations. He recommends exploring online accounting courses and online tax courses to expand your skill set.   Key Quotes from this episode: "I think we're all in this fast-paced moving thing that a lot of us have forgotten why we even got into the business." "Understanding what it is that you want and looking at it while being very honest with yourself will answer a lot of the questions that arise when you're inside the trenches." "The minute that a computer does it and it's automated, it's like with Netflix. If Netflix sends you an invoice, you know you need to pay five more dollars. It's automated. You're not angry with Netflix." "I don't think it's all around what's right and what's wrong. It all should be dictated around your end goal." Tune in to this episode for a thought-provoking discussion that explores the evolving landscape of accounting services, the power of automation, and the importance of aligning your business goals with your unique aspirations. Join us on this journey of discovery in the world of accounting and explore opportunities to start a bookkeeping business, a tax business, or enhance your skills through online accounting courses and online tax courses! Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: www.sayanchor.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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book   Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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. 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 ### Balancing Business Dreams with Family Reality w/ Roxanne Thayne On this week's episode of the Building the Premier Accounting Firm podcast, host Roger Knecht interviews a special guest Roxanne Thayne, Chief Marketing Officer and co-founder of Trustyy, a mobile app designed to help parents build stronger relationships with their teens. Roger and Roxanne have an in-depth discussion about the challenges family obligations and relationships can create when trying to grow an accounting practice or any type of entrepreneurial venture. Drawing from her experience helping launch and handle marketing for a family business providing in-home therapy services, Roxanne shares advice on maintaining work-life balance, keeping communication open between spouses, and preventing tensions from derailing business goals or personal relationships. They also talk about handling the stress and risk that comes with having "all your eggs in one basket" in a shared family business. Roxanne emphasizes the importance of making the family the first priority while still moving the business forward. Additionally they discuss how to focus on fostering trust and unity between spouses managing a business together and teaching entrepreneurial skills as well as resilience to children who are raised observing the ups and downs of business ownership firsthand. They address the value of proactively and how it can help solve potential issues in the spouse/partner relationship before they trickle down and negatively impact the business. Roxanne advocates for getting premarital counseling and advice to set up future family ventures for success from the start. The discussion ultimately emphasizes that while no career success can ever compensate for failure at home, with open and ongoing communication, mutual understanding between spouses, and intentionality in nurturing family relationships, families can thrive while partners build something meaningful together through a shared business. This thought-provoking conversation is a must-listen for anyone currently balancing growing an accounting firm or running a small business with the obligations of family life and relationships at home. Subscribe for more practical insights on strengthening both your company and your closest personal connections. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Roxanne Thayne Roxanne Thayne met her husband Tim on the BYU Ballroom Dance Team, where they quickly and literally learned how to not step on each other's toes. After she graduated in History and Secondary Education and helped Tim through his doctoral program, they raised five children. While in the midst of homeschooling and a busy family life, they began several businesses together, ranging from hog farms to working with troubled teens and their families. Fifteen years ago Roxanne was officially brought into the day-to-day business to just "do a little writing" and naturally became the marketing director and guardian of the brand. Today they are building Trustyy, an app for parents with a teen who struggles. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: As part of the conversation, we have for our listeners the opportunity to take advantage of the TRUSTYY APP.  The App to Help Parents and Teens Build Trust at Home.  Because parents and teens have never been busier or overwhelmed. The Trustyy app is the first designed to help parents build mutual trust, address issues competently and consistently, and strengthen their relationships with their teens. www.trustyy.com/uac   Likewise, take a moment and receive free access to the Money Management and Couples Course that was discussed on the show.  This is a MUST-DO activity for parents, especially for those with teens, young adults, and newlyweds.  It’s also used by counselors, youth ministers, financial planners and more.  Take the time to see what you can do to live debt-free and have a healthy committed relationship. https://universalbusinessbuilders.com/money-management-video-course     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 ### From Nuclear Physics to Niche Tax Practice: Paul Kluskowski Journey From Nuclear Physics to Niche Tax Practice: Paul Kluskowski Journey Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Paul Kluskowski, EA   In this episode of Building the Premier Accounting Firm, host Roger Knecht has an insightful discussion with Paul Kluskowski, an experienced financial advisor and tax consultant with expertise spanning over 20 years. They explore how Paul leveraged his diverse experience to build a successful tax and financial planning practice. Paul shares the story of how he made the transition into accounting and tax preparation services. After nearly a decade working in operations at a nuclear power plant, he returned to college to obtain a physics degree. Paul then became a Financial Advisor at Morgan Stanley where he ranked in the top tier before making the leap into tax services by earning his Enrolled Agent credential. Roger and Paul discuss Paul’s valuable insights, strategies, and lessons around purchasing established tax practices, structuring win-win deals with retention clauses, building referral relationships, specializing in niche markets, developing efficient remote workflows, and effectively utilizing client portal technologies. The catalyst for Paul’s transition was recognizing the high demand in the market and seizing the opportunity to add bookkeeping, accounting and tax services by becoming an Enrolled Agent. His story provides inspiration for professionals considering a switch into the accounting field later in their careers. Based on lessons learned from two purchases, Paul shares recommendations around valuation, retention planning, obtaining past tax returns, and avoiding platform transfer issues. Paul advocates for purchase terms with retention clauses and revenue thresholds to create wins for both buyers and sellers over the long term. These kinds of deals enable smooth transitions when buying remotely. Paul understood the value of developing symbiotic referral relationships with professionals who provide complementary services. By establishing connections with a bankruptcy attorney and tax resolution specialist, Paul was able to benefit from steady sources of new client referrals. The bankruptcy attorney began regularly referring Paul to new clients who needed assistance getting their tax filings up to date. Early in his career, Paul worked for almost a decade as a diesel mechanic. This hands-on industry experience gave him in-depth familiarity with tools and supply franchise models. So when the opportunity arose for Paul to acquire a tax practice with multiple Snap On Tools franchisee clients, he leveraged his unique background knowledge to quickly build rapport and craft tailored offerings. By specializing in providing bookkeeping, tax preparation, and advisory services for franchisees in tool distribution, Paul and his team gained efficiencies through dealing with repetitive client situations. They were able to streamline and systematize their processes to enable smoother operations and higher profitability within this niche target market. Paul highlights the game-changing capabilities of client portals coupled with tools like Quickbooks Online for smoothly exchanging documents and keeping projects on track in virtual engagements. Paul Kluskowski’s unique professional background has fueled his ability to deliver specialized services in accounting and tax preparation for niche client groups. His insights around identifying opportunities, purchasing and building successful practices, leveraging referral networks, niching effectively, streamlining remote operations, and integrating technologies can help accounting professionals grow and enhance their own firms. For more insights like this, subscribe and follow The Premier Accounting Firm podcast. Remember, if it's  about accounting it’s universal.   About Our Guest: Paul Kluskowski Paul Kluskowski is an experienced financial advisor and tax consultant with expertise spanning over 20 years. As an Investment Specialist and EA (Enrolled Agent) at TR Financial Management Group, he helps nuclear power plant workers and self-employed clients achieve financial success. Kluskowski began his career in the nuclear energy industry, obtaining his reactor operator license at the young age of 22 and advancing to Senior Reactor Operator by 25. After nine years working in plant operations, he left to pursue a college degree, earning a BA in Physics from Andrews University. Kluskowski then expanded his skillset into the financial sector as a Financial Advisor at Morgan Stanley, where he ranked in the top 10% of his peer group and earned multiple National Sales Awards. Today, he leverages his unique background to serve niche clientele through wealth management and tax preparation services. Kluskowski actively shares his expertise through publications like The Game Changer's Guide to a Better Financial Life. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Speak with Paul Kluskowski, EA.  Reach out to him via Linkedin, mention this podcast and he’s happy to discuss with you the following: Purchasing a practice Creating a referral relationship   Become a Professional Tax Preparer, PTP.  Get the training to offer quality tax planning and preparation services for individuals and businesses.  Have the confidence and competence to do the work efficiently and profitably.   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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book   Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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.   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 ### Escaping the Debt Trap: Insights from The Shred Method Founder Adam Carroll Escaping the Debt Trap: Insights from The Shred Method Founder Adam Carroll Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Adam Carroll In this week's episode of Building the Premier Accounting Firm, host Roger Knecht has an insightful discussion with financial freedom expert Adam Carroll about gaining control of your money and eliminating debt. Adam shares how many of our unhealthy financial habits stem from childhood experiences and parental modeling around ages 0-9. He reflects on formative experiences in his own childhood that shaped his money mindset, such as his father becoming unemployed and his exposure to both poverty and wealth growing up. A key takeaway from Adam is the importance of living within your means, especially for couples. He and his wife made the strategic decision early in their marriage to live on one income and devote the other entirely to debt repayment. This sacrifice and discipline allowed them to become debt-free much more quickly. Eliminating debt provides huge emotional liberation, as Adam describes. Without the burden of debt, you can begin building wealth and enjoying total financial freedom. Adam also emphasizes the value of giving kids hands-on learning experiences with money from a young age. He shares how his popular TED Talk came about from playing Monopoly with his own kids using real cash. Later in the discussion, Adam explains his powerful debt elimination system called The Shred Method. This strategic approach utilizes revolving lines of credit to accelerate debt payoff. If you feel trapped by debt or want to develop healthier money habits, don't miss this fascinating conversation. Subscribe for more practical advice from Roger and his expert guests on gaining financial freedom and building true wealth in your business and personal finances. About Our Guest: Adam Carroll Through the use of The Shred Method, Adam Carroll paid off his home in record time saving over $180,000 in interest in the process. He’s sharing this strategy with the world in order to help people ‘free themselves to be themselves’. Adam has published four books, produced an award-winning documentary on student loan debt, has a TED talk with over 5 million views, and helps people achieve true financial freedom in their lives. More than financial freedom, Adam is all about helping people achieve time freedom, relationship freedom, and service freedom. 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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book     Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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. 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 ### Navigating Change as an Accounting Professional: Insights from Industry Journalist Seth Fineberg Navigating Change as an Accounting Professional: Insights from Industry Journalist Seth Fineberg Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Seth Fineberg In this thought-provoking discussion, your host Roger gets the unique perspective of the accounting industry from 20-year industry observer Seth Fineberg, founder of Accountants Forward. Seth shares his unique perspective on the accounting profession gained from 20+ years as a business journalist. They explore major transitions the industry has undergone in recent decades - from the move to digital processes to navigating regulatory changes. He and Roger also dive into the value of live events and conferences for connecting with peers and gaining inspiration. They debate the emergence of advisory services and how accountants can monetize their expertise. Seth points to communication and listening as central to an advisory role. Seth provides an optimistic view of AI, emphasizing that automation brings opportunities to reinvent and reevaluate. He advises professionals to embrace change through continual learning. Tune in to this episode to hear perspectives on evolving client needs, transformative technologies, and maintaining relevance. Learn more and subscribe to Building the Premier Accounting Firm on your favorite podcast platform for weekly episodes with accounting experts. Visit UniversalAccountingCenter.com for additional accounting resources to build your premier firm! About Our Guest: Seth Fineberg Seth Fineberg, a seasoned editor and business journalist, has dedicated his career to unraveling the intricacies of businesses. From reporting on metals and mining to high-level editorial positions at Accounting Today and AdAge Magazine, Seth has become a trusted voice in the accounting profession. With a keen eye for emerging technologies and market trends, he crafts compelling narratives that resonate with his audience. As a consultant and content strategist, Seth focuses on propelling the accounting profession forward, leveraging his expertise to drive progress. From interviews with industry titans like Steve Ballmer and Jeff Bezos to spearheading events like Growth & Profitability, Seth's impact reverberates throughout the industry, shaping discourse and driving change. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Sign up for Seth’s free Newsletter HERE: https://sethfineberg.com/ (at the bottom of the page)   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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book   It’s as a certified Profit & Growth Expert you are able to confidently work with your clients to apply in their businesses the proven Universal Business Builder principles.  Now is the time to complement your accounting and tax services with the high-paying CFO & Advisory Services business owners need. Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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. 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 ### The Accounting Practice of the Future Needs Business Development Strategy w/ Amy Franko   The Accounting Practice of the Future Needs Business Development Strategy Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Amy Franko In this edition of "Building the Premier Accounting Firm," the host, Roger Knecht, engages in a thought-provoking conversation with Amy Franko, a renowned sales expert and a distinguished LinkedIn Top Sales Voice. Amy imparts her invaluable insights into the realm of sales strategies and the cultivation of a business development mindset tailored specifically for accounting professionals. The discussion commences with Amy drawing a clear distinction between sales and marketing, delineating sales as the direct engagement with potential clients while underscoring marketing's role in establishing general brand recognition. Amy underscores the significance of devising a robust sales strategy and methodology, underpinned by the appropriate technological tools, streamlined processes, and comprehensive skills training. This amalgamation forms the bedrock of what she terms a "business development mindset." They talk about why many accounting professionals don't perceive themselves as salespeople. Nevertheless, Amy underscores the development of confidence and competence in articulating their services and pricing as an absolute necessity. Amy also stresses the art of posing pertinent questions, actively listening to clients' needs, and customizing solutions in response. She highlights the ideal stage of a professional's career at which to foster these sales skills. Amy counsels harnessing the capabilities of technology frameworks and enhancing one's remote communication proficiencies. Furthermore, she emphasizes the creation of a direct client database, advocating a proactive approach rather than sole reliance on social media platforms. In her role as a business owner, Amy underscores the value of fostering collaborations with her bookkeeper, CPA, and financial planner, enabling her to make informed decisions from multifaceted perspectives. She encourages accountapreneurs to fortify their relationships with clients through connections with other trusted advisors. As the episode draws to a close Amy reminds entrepreneurs to consistently assess their growth strategies and ensure the presence of well-defined business development structures and honed skills, vital for attaining their objectives. For more tips and advice on how to make your firms the premier accounting firm in your area, be sure to subscribe to the ‘Building the Premier Accounting Firm’ podcast to stay updated with the latest trends and insights in the accounting and business world. Remember, if it’s about accounting, it’s universal! About Our Guest: Amy Franko Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs. Recognized as a LinkedIn Top Sales Voice, Amy is the leading expert in modern sales strategies—including in-demand sales training programs, sales strategy, and as a sales keynote speaker and leadership keynote speaker. She guides growth-oriented organizations to significantly improve their results through B2B sales strategy and sales team skill development. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Download Amy Franko's eBook: Essential Strategies for Sales Growth in Today's Markets Sales is the growth engine of any successful organization. When done well, modern selling is a way to earn trust, help your clients solve problems, and make their business better—even in times of disruption and ambiguity. https://amyfranko.com/resources/ebooks/essential-strategies-for-sales-growth/   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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book     Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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.   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 ### Maximizing Tax Benefits in Commercial Real Estate: A Cost Segregation Masterclass w/ Brian Bigham ?     Maximizing Tax Benefits in Commercial Real Estate: A Cost Segregation Masterclass Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Brian Bigham Welcome to another captivating episode of "Building the Premier Accounting Firm". In this episode, Roger engages in an enlightening conversation with Brian Bigham, the Vice President of Madison SPECS, famously known as the "CostSeg Cowboy" in the realm of social media. Madison SPECS is a division of Madison Commercial Real Estate Services, renowned for its expertise in cost segregation—a tax strategy that holds the potential to yield significant benefits for commercial real estate investors. Brian begins by giving us a backstory of his unique persona the "CostSeg Cowboy." He talks about his background in the real estate industry and his transition to cost segregation. This transition has allowed him to offer insights to accounting professionals and real estate investors on how to maximize tax savings in the complex landscape of commercial real estate. The heart of the discussion centers on cost segregation, which Brian skillfully simplifies for us. Cost segregation is revealed as a powerful tax-saving strategy, and the potential for significant savings is further illuminated through the concept of bonus depreciation. Brian shares with us a remarkable success story of one of his clients, who was heavily involved in apartment syndication. Brian's reveals the strategies he used to enable this client to implement cost segregation, leading to a remarkable transformation in their tax savings. Brian also breaks down the various types of properties and how different factors impact depreciation benefits. He elaborates on the distinction between properties like car washes, manufactured housing developments, breweries, and vineyards, which possess numerous components for accelerated depreciation. Conversely, properties like warehouses, characterized by minimal components, offer comparatively lower tax savings. This insight provides valuable guidance to accounting professionals and real estate investors in identifying the properties that offer the most advantageous tax benefits. Brian encourages accounting professionals to seek resources, ask questions, and stay updated with evolving tax strategies related to real estate. He highlights the importance of collaboration and learning from experts in the field. For more insightful episodes like this, be sure to subscribe to ‘Building the Premier Accounting Firm’ so you can gain more insights from the experts and learn how you can grow in your accounting career while maintaining the lifestyle you desire. Remember, if it’s about accounting, it’s universal!     About Our Guest: Brian Bigham Brian Bigham is the Vice President for Madison SPECS (also known in the social media world as "The CostSeg Cowboy", which is a division of Madison Commercial Real Estate Services. In 2017, he joined the Madison team for the Cost Segregation Department at Madison SPECS. Brian has spoken at over 50 events in the last 5 years bringing awareness and education to the highest levels of tax related benefits regarding commercial real estate. Madison SPECS as a company has done over 16,000 studies in all 50 states saving over $2 Billion in accelerated tax depreciation! Brian earned a Bachelor of Science Degree in 2005 from Texas Tech University, and completed Graduate work and Certification at Abilene Christian University in 2008. 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 Estimate on any Real Estate Deal by CLICKING HERE!   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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book   Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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. 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 ### Thriving in the Subscription Economy w/ Blake Oliver, CPA Thriving in the Subscription Economy Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Blake Oliver, CPA Welcome to another insightful episode of the Building the Premier Accounting firm podcast, hosted by Roger Knecht. In this episode, you will be treated to a captivating conversation with Blake Oliver, an accomplished CPA, entrepreneur & podcast host. They talk about an array of intriguing topics, offering a wealth of valuable insights for accounting professionals and business enthusiasts alike. Blake starts by sharing his remarkable journey and how he ended up in the Accounting world. Intriguingly, while initially pursuing a career as a cellist and dreaming of playing in an orchestra, he found himself unexpectedly drawn into the world of bookkeeping. The conversation turns on his venture into the tech sector and the vital need for accountants to navigate the evolving landscape, particularly in the realm of subscription-based business models. They discuss key metrics such as lifetime value and cost per acquisition emerge as crucial considerations, reinforcing the need for accountants to stay ahead in a changing financial landscape. They also delve into various aspects of business management for CPAs, including effective time management strategies and business expansion. Blake offers invaluable insights into achieving a balance between professional growth and personal interests, drawing from his personal experiences. As the episode draws to a close, Blake expresses his deep affection for the accounting profession and encourages us to seize the abundant opportunities it presents. This episode is a treasure trove of knowledge and inspiration for accounting professionals and business owners looking to thrive in the ever-evolving Accounting industry. To stay updated with the latest trends and insights in the accounting and business world, be sure to subscribe to ‘Building the Premier Accounting Firm’. Remember, if it’s about accounting, it’s universal! About Our Guest: Blake Oliver, CPA Blake Oliver, CPA, is an accountant, podcaster, and entrepreneur who specializes in financial technology. Blake is the creator of Earmark CPE, an app that offers NASBA-approved CPE for listening to your favorite accounting and tax podcasts. He also co-hosts the Accounting Podcast, the most popular podcast for accountants and bookkeepers in the world. Blake lives in Scottsdale, Arizona, where he likes to hike the Sonoran Preserve and play his cello. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Calling all CPA’s & EA’s.  Take advantage of this great platform to earn your CPE’s and receive great training and information.  Earn CPE for listening to podcasts! Download the free app at www.EarmarkCPE.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: “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 ### Bridging Accounting and Real Estate: Mark Kappelman’s Journey Overview: Bridging Accounting and Real Estate: Mark Kappelman’s Journey Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mark Kappelman Welcome to another captivating episode of Building the Premier Accounting Firm. In this episode, we delved into the remarkable journey of Mark Kappelman, an entrepreneur whose path has intertwined with the worlds of accounting, real estate, and business. Mark's story begins with a pivotal realization during his formative years – the profound understanding that accounting is the fundamental language of business. This epiphany served as the initial spark, propelling him onto a career path in accounting, one that would eventually evolve in unexpected and rewarding ways. Mark's journey took him through the hallowed halls of auditing, providing him with a solid foundation in the accounting profession. This experience equipped him with the skill set to assess businesses for valuation, a critical aspect in understanding their financial health and true worth. As Mark progressed in his career, he found himself lured by the potential for wealth creation in the world of real estate investments and property management, a path he embraced with vigor. It was through the teachings of Robert Kiyosaki's renowned book, "Rich Dad, Poor Dad," that Mark's perspective on financial freedom shifted. He seized the opportunity to explore the world of real estate and eventually built a thriving real estate business boasting assets valued at a staggering $15 million. This bold leap into entrepreneurship allowed Mark to embrace not only the intricacies of property management but also the entrepreneurial spirit that drives success in this dynamic field. Mark's entrepreneurial journey came full circle as he returned to the realm of accounting, this time as the founder of a thriving bookkeeping business niched within the real estate industry. Mark’s journey underscores several key takeaways for aspiring entrepreneurs and accounting professionals. The importance of recognizing opportunities, being open to change, and having the courage to embrace an entrepreneurial journey cannot be understated. Mark's story serves as an inspiring testament to the notion that calculated risks, while intimidating, often yield substantial rewards. Mark Kappelman’s parting words of wisdom resonate deeply: "Give it a shot." Whether one chooses to venture into the realm of private business ownership or opt for a more traditional accounting career, there will always be a demand for accounting professionals. For more insightful episodes like this, be sure to subscribe to ‘Building the Premier Accounting Firm’ so you can gain more insights from the experts and learn how you can grow in your accounting career while maintaining the lifestyle you desire. Remember, if it’s about accounting, it’s universal! About Our Guest: Mark Kappelman   Mark Kappelman is the co-founder of RealEstateAccounting.Co and a seasoned professional who brings a wealth of experience from his background in accounting, operations, and real estate. He's spent seven years working in public accounting for top firms like PwC and Ernst & Young and has honed his financial acumen. But Mark doesn't just talk the talk as he's also walked the walk by building a personal real estate portfolio worth over $15 million and has a hands-on approach to real estate transactions. With degrees from Arizona State University and certifications as a CFA and CPA, he's well equipped to tackle complex real estate financial topics with ease. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Speak with Mark for advice Mark has offered to our listener’s some of his time to answer your questions.  If you would like, please book a meeting with him here if you'd like to connect by going HERE! https://www.realestateaccounting.co/thank-you/?utm_content=homebtn1   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 ### Finding Balance and Success in Accounting w/ Leslie Liondas Overview: Finding Balance and Success in Accounting Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Leslie Liondas In this engaging episode of 'Building the Premier Accounting Firm,' host Roger Knecht sits down with Leslie Liondas, the owner of Leslie Liondas CPA PLLC. Leslie's remarkable journey from a single mother looking to reenter the workforce to the owner of a thriving accounting firm is nothing short of inspiring. She's not only built a successful business but also prioritized her lifestyle by creating opportunities for extensive travel, fostering stronger client relationships, and nurturing her family. Leslie emphasizes the importance of controlling imposter syndrome, a feeling that plagues many accountants, particularly when overwhelmed with the demands of their business. She suggests that to serve clients effectively, it's crucial for accountants to first align their business with their own goals. Through her experiences and insights, she encourages fellow professionals to find a mentor or coach who can provide guidance and shortcuts in their journey, helping them avoid reinventing the wheel. The conversation delves into Leslie's deep sense of commitment to her children and the incredible lessons she's passed on to them. She instilled the idea of pursuing one's dreams without giving up, and her daughters have successfully pursued their own goals, showcasing the power of setting an example as a parent and business owner. Leslie and Roger also discuss the joys of travel. Leslie shares her incredible road trips with her children, taking them to various destinations, including road trips from Texas to New York and San Diego. Her love for travel is apparent, and she's now planning a two-week unplugged trip to Hawaii with her business partner, showing how she maintains a balance between work and personal life. In conclusion, Leslie's story highlights the possibilities within the accounting profession. She urges accountants, whether starting or well into their careers, to seek alignment and embrace change when necessary. To overcome feelings of overwhelm and control, it's important to document, duplicate, and delegate. This inspiring conversation reminds listeners that they can shape their businesses to match their desired lifestyle, and they don't have to go through the journey alone. For more insightful episodes like this, be sure to subscribe to 'Building the Premier Accounting Firm' and discover how you can excel in your accounting career while maintaining the lifestyle you desire. Remember, if it's about accounting, it's universal! About Our Guest: Leslie Liondas   Leslie Liondas is the owner of Leslie Liondas, CPA, PLLC where she helps other accountants, bookkeepers and tax professionals get off the hamster wheel through our Business Evolution Systems, ClickUp Implementation and outsourced bookkeeping services. Her goal is to help her clients work towards their ideal business. She loves helping other accountants and bookkeepers enjoy their business again and NOT work all the damn time! Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Leslie has invited us to Join her Facebook Group: https://www.facebook.com/groups/scalingtoceo 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 Take the time to also work ON your business, applying the principles found in the Turnkey Business plan for accounting professionals.  This is your opportunity to access the course for FREE and see what it is you can do to have the premier accounting firm in your area.  Click here to get started!   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   ### The Power of Mission Statements and Financial Clarity w/ Mike Every Overview: The Power of Mission Statements and Financial Clarity w/ Mike Every Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mike Every Welcome to another insightful episode of Building the Premier Accounting Firm, hosted by Roger Knecht. In this episode, Roger engages in a thought-provoking conversation with the guest, Mike Every, COO & co-founder at FilmLaab, as they delve into the crucial aspects of leadership, mission statements, and effective financial management. Mike shares his expertise as he emphasizes the significance of establishing clear accounts receivable processes within a business. He underscores the importance of not only getting paid for products and services rendered but also reducing the need to write off unpaid bills that may end up in collections. One of the key takeaways from the conversation is the importance of identifying the right person within a client's organization who handles bill payments. Mike highlights that many times, the person you're initially in contact with might not be the one responsible for this crucial task. This underscores the importance of clear communication and direct interaction with the decision-maker. Mike stresses the value of setting clear payment terms right from the outset. He discusses the significance of specifying deposit amounts and due dates in contracts, allowing clients to budget effectively and avoid unexpected invoices that can strain their finances. Roger and Mike also have a discussion on mission statements and leadership. Mike shares his insights on the need for companies to have a clear and compelling mission statement. He believes that every leader should not only know but also wholeheartedly believe in their organization's mission. Without this clarity of purpose, leadership becomes challenging, and organizational goals may become unclear. This podcast episode also touches on the art of asking the right questions. Mike emphasizes creating a safe and open environment for employees and clients to engage in meaningful dialogue. This approach allows for the collaborative generation of solutions and fosters an atmosphere of trust and innovation. This episode provides valuable insights into leadership, mission statements, and financial management. Mike's expertise and practical advice offer listeners a clear roadmap to success in these critical areas of business. If you're seeking ways to enhance your leadership skills, clarify your organization's mission, and improve financial management, this episode is a must-listen. About Our Guest: Mike Every Mike Every has over 19 years of experience in having fun and leading teams to success. Mike has worked for both Fortune 500 companies and small businesses, including McDonald's, Costco Wholesale, The Paul Mitchell Schools, and FilmLaab. Mike likes a challenge and finding a solution to it. He is a big believer that “when people come first, success will follow.” 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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book     Learn what it is you can do to become an author, leveraging your expertise to market effectively your services 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.   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 ### Navigating Global Expansion & the Secrets of International Operations w/ Larry Harding Overview: Navigating Global Expansion & the Secrets of International Operations w/ Larry Harding In this insightful podcast episode, Roger Knecht engages in a compelling conversation with Larry Harding, the Founder & CEO of HSP Group, a seasoned expert in global expansion and international operations. Throughout the episode, Larry shares his wealth of knowledge, offering valuable guidance to accounting professionals and business owners looking to navigate the complexities of international expansion. Larry kicks off the discussion by highlighting the immense opportunity that global expansion presents for accounting professionals. He underscores the critical role accountants can play in guiding their clients through the intricacies of international business expansion by asking the right questions and providing informed advice. Next, Larry delves into the essential questions accountants should ask clients who are contemplating international expansion. These questions include timing, location, the nature of the business opportunity, planned activities, banking solutions, future expansion prospects, and criteria for success. These inquiries serve as a foundation for a strategic and well-informed approach to global expansion. The conversation shifts to key considerations that businesses must take into account when expanding internationally. Larry emphasizes the necessity of legal representation in establishing business entities and highlights the importance of understanding tax requirements, setting clear timelines and budgets, and determining when to expect a return on investment (ROI). Larry underscores the significant value that accounting professionals bring to the table during the global expansion process. He emphasizes that accountants can provide substantial assistance to clients by asking insightful questions, offering guidance, and helping navigate the challenges inherent in international initiatives. Larry and Roger also explore the challenges of managing expatriate employees working in foreign countries, touching on topics like work visas, income tax, and social tax liabilities. Larry emphasizes the need for accountants to be well-prepared to address these complexities when supporting clients in their international expansion efforts. The episode concludes with Larry highlighting the significance of the global economy and the abundant opportunities it offers for small businesses. He encourages accounting professionals to help their clients make well-informed decisions as they venture into international markets, reinforcing the pivotal role accountants can play in clients' global expansion initiatives. This episode is your passport to a comprehensive and riveting guide on global expansion and international operations. Larry Harding's expertise and the thought-provoking questions he shares are not just tools but keys to unlocking the vast potential of global business. Tune in to position yourself as an essential partner in your clients' extraordinary global expansion journeys. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Larry Harding About Our Guest: Larry Harding Experienced CEO, CFO, CPA and Entrepreneur, Founder & CEO of HSP Group, Inc. He focuses on the provision of software and consulting solutions for businesses dealing with the challenges of global expansion and international operations. Areas of expertise include International Business, Finance, Accounting, Consulting, Mergers & Acquisitions, Corporate Development, Venture Capital, Private Equity, and Executive 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: “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 ### Why Differentiation is the Key to Success w/ Diana Lidstone Overview: Why Differentiation is the Key to Success w/ Diana Lidstone Welcome to another enriching episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this captivating episode, Roger sits down with the renowned best-selling author, award-winning speaker, and accomplished podcast host, Diana Lidstone. In a world often dominated by seriousness, Diana addresses a burning question: "Can you have fun at your work as an accountant?" Discover her unique perspective on infusing joy into your professional journey and how it can lead to enhanced success. Designing your business around your lifestyle is a dream many entrepreneurs share. Diana shares practical insights into aligning your business with your life goals, emphasizing the importance of striking that harmonious balance. Profitability is a cornerstone of any successful accounting firm. Diana explains how establishing robust processes and systems can be the catalyst for achieving and sustaining profitability. She also delves into delegation and how processes and systems can facilitate effective delegation, empowering you to focus on what truly matters. One of the most notable topics in this episode is Diana's perspective on charging clients for access to you as the entrepreneur. Uncover the brilliance behind this strategy and its potential to reshape your business model. Are you yearning to work less without compromising success? Diana outlines the systems you can set up to achieve this elusive work-life balance. Learn how to prioritize tasks in your business, ensuring that you're investing your time where it matters most. The age-old debate of working on your business versus working in your business is also explored in depth. Diana offers invaluable guidance on achieving the right balance and explains why it's crucial for long-term success. In the competitive world of accounting firms, differentiation is key. Diana highlights why setting your firm apart is important and provides actionable ways to accomplish this feat. She shares the "Authority Visibility Blueprint," a strategic framework comprising five essential steps. Diana delves into the common challenges entrepreneurs face with these steps and why sharing your vision with your team can be a game-changer. Discover why many entrepreneurs fall short of their desired success and how you can avoid the same pitfalls. From answering the million-dollar question to the power of differentiation, this episode is brimming with insights that will transform your accounting practice. Join us for a journey of discovery, inspiration, and transformation on "Building the Premier Accounting Firm." Tune in now and embark on a path to greater joy, profit, and freedom in your accounting practice!   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Diana Lidstone About Our Guest: Diana Lidstone A best-selling author, award-winning speaker & podcast host, Diana has been an entrepreneur for almost 40 years. She is known for her straight-talk, no BS and the simple business and marketing strategies that bring her clients more joy, profit and freedom. Her podcast, Work Less PROFIT More business offers tips and strategies for small firm owners who are tired of working too hard for too little profit and no life! www.dianalidstone.com   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Check out this Downloadable Gift - Its a checklist to help you with your marketing, 7 ways to differentiate your brand.  Go HERE to get it NOW! Also, be sure to check out her 12 week program to learn and implement in your business. 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 Lastly, it’s time to work ON your business.  Here’s the Turnkey Business Plan for accounting professionals.  This is a free course you don’t want to miss.  Sign up NOW!   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 ### Tech-Driven Accounting: Kellie Parks' Blueprint for Accounting Success Overview: Tech-Driven Accounting: Kellie Parks' Blueprint for Accounting Success Welcome to another insightful episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In today's episode, Roger sits down with a true trailblazer in the world of accounting and cloud technology, Kellie Parks. Kellie's journey is a testament to the power of transformation. She takes us on a fascinating ride, sharing her transition from the realms of marketing and branding into the intricate world of accounting. Discover how her unique background has shaped her approach to modern accounting practices. One of the highlights of this episode is Kellie's deep dive into her tech stack arsenal. She unveils the types of tech stacks she employs and how they serve as indispensable tools in her business. Learn about the crucial criteria that dictate her choice of technology, providing valuable insights for aspiring tech-savvy accountants. Client onboarding is a critical aspect of any accounting practice, and Kellie Parks seamlessly incorporates her tech stacks into this process. Tune in to discover her strategies for onboarding clients, even those who may not be fully comfortable with technology. The conversation takes an exciting turn as Kellie discusses the ongoing battle of Accountants versus AI. Delve into the reasons why accountants should embrace AI as an essential ally rather than a competitor. Kellie even shares the intriguing story behind her nickname for ChatGPT – 'Chazz.' AI is more than just a buzzword for Kellie; it's an integral part of her business. She reveals how she harnesses the power of AI to streamline operations and boost efficiency. Prepare to be inspired as she explains why accountants should not only embrace AI but also learn how to prompt it effectively. Curious about how industry giants like Intuit plan to integrate AI into their software? Kellie Parks provides insider insights into Intuit's AI roadmap, shedding light on what the future holds for accounting professionals. Security is paramount in the digital age, especially when dealing with AI. Kellie offers invaluable advice on how to keep your clients' information secure while working with AI. She also raises essential concerns about sharing client data in the AI era, encouraging caution and vigilance. This episode is packed with thought-provoking discussions, practical tips, and Kellie Parks' visionary approach to accounting in the digital age. Don't miss out on this illuminating conversation on "Building the Premier Accounting Firm." Tune in now and elevate your accounting game! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kellie Parks About Our Guest: Kellie Parks Kellie crafts processes and automation for future thinking accounting professionals who believe in the mightiness of online technology. She wants every accounting professional to love running a cloud-based business as much as she does. The keys to embracing the cloud are effective best practices, consistent communication and efficient processes, systems and workflows, which is why she has dozens of pre-built templates to take the pain of creating optimization in your firm off your plate. Certified or partnered in over a dozen cloud applications, she’s also a proud member of the Intuit International Trainer Writer Network and the FreshBooks Partner Council. Kellie is a runner, water/snow skier and live-music fan. She is always wondering what you would do more of - outside of work - if processes, automation & apps gave you your life back!? Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Accounting and bookkeeping workflows and templates at a discount: 15% off all templates Code: UNIVERSAL - Go here and SAVE    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 ### Elevating Your Accounting Practice: Strategies for Transforming Your Practice with Mark Kohler Overview: Elevating Your Accounting Practice: Strategies for Transforming Your Practice with Mark Kohler In this captivating live video episode of "Building the Premier Accounting Firm," your host Roger Knecht engages in a thought-provoking conversation with the esteemed Mark Kohler, a distinguished lawyer and tax advisory expert. As the Founding and Senior Partner at KKOS Lawyers, a prominent law firm specializing in tax, legal, wealth, estate, and asset protection planning, Mark brings a wealth of knowledge and insights to the forefront. In this episode, Roger and Mark delve into Mark's unique dual journey as a lawyer and accountant, unveiling the pivotal moments that shaped his illustrious career. Exploring the landscape of tax law, Mark Kohler dispels common myths and misconceptions surrounding tax lawyers. With his experience as a trailblazer, he provides invaluable advice on navigating the challenges of establishing a successful firm. Drawing from his early experiences, Mark imparts invaluable lessons learned while setting up and growing his own business, offering guidance to aspiring entrepreneurs. He also provides insights into the process of hiring the first set of employees and how he cultivates a harmonious team environment. Mark talks about the contrast between niching and a broader approach, as he shares his candid views on why he chose not to confine himself to a single niche. Diving deeper into the world of tax planning and preparation, Mark eloquently distinguishes between the two and underscores the importance of offering advisory services. He also addresses the reluctance among accountants and tax preparers to present new strategies to clients, offering practical strategies to overcome this hurdle. A highlight of the episode is Mark's breakdown of the "trifecta strategy" – an innovative approach that revolutionizes tax strategies. Mark articulates its significance and how it empowers professionals to navigate intricate tax landscapes effectively. Mark breaks down the art of designing consultations tailored to individual client needs, and why fostering trust and enduring relationships with your clients is important. Mark also delves into the factors that hinder accountants and offers strategic insights to rejuvenate practices and boost profitability. Tune in to this illuminating episode of "Building the Premier Accounting Firm" as Roger Knecht and Mark Kohler unravel the complexities of tax law, business strategy, and the path to building thriving client relationships. Whether you're an aspiring accountant, seasoned professional, or simply intrigued by the world of finance, this episode promises to leave you informed and inspired.   Sponsors: Mark’s tax advisory training 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 ### From Numbers to Well-Being: How Prioritizing Mental Health Can Drive Business Success w/ Ryan Lazanis Overview: From Numbers to Well-Being: How Prioritizing Mental Health Can Drive Business Success w/ Ryan Lazanis Welcome to another captivating episode of "Building the Premier Accounting Firm." Host Roger Knecht engages in a thought-provoking conversation with none other than Ryan Lazanis, the brilliant mind behind Xen Accounting and the driving force steering Future Firm. As an advocate for revolutionizing accounting practices, Ryan's insights are a goldmine for accountants and entrepreneurs aiming to scale their firms systematically while enhancing their quality of life. They start by unraveling the core of Ryan's coaching passion, exploring the roots of his drive to help entrepreneurs not only succeed but thrive. The converstion transitions to a transformative shift in entrepreneurial priorities as they discuss why mental health is taking precedence over relentless pursuit of financial milestones. They delve into the mental health challenges entrepreneurs often face. Ryan, drawing from his vast experience in coaching entreprenuers, sheds light on the common issues and shares strategies to effectively cope and conquer. Ryan's guides us through how to manage mental health as an entrepreneur; from systematizing services to reduce stress and manage client expectations, to mastering the art of saying 'no,' setting boundaries, and embracing delegation. Work-life balance takes center stage as Roger and Ryan discuss transitioning from a workaholic mindset to embracing self-care without guilt. Ryan's insights echo the significance of seeking help during rough patches and fostering a support system. Ryan and Roger explore the benefits of prioritizing lifestyle quality in your business approach and talk about the categories that require attention when evolving a business into a lifestyle-centric model. The conversation turns toward technology's role in shaping the future of business, underlining the importance of adaptability in staying relevant. Roger elaborates on instilling accountability in AI for accounting accuracy, and the discussion culminates with insightful guidance on embracing technological advancements to elevate your firm. Tune in to this episode of "Building the Premier Accounting Firm" to witness the dynamic exchange between Roger Knecht and Ryan Lazanis. Their conversation isn't just about accounting—it's about embracing change, fostering well-being, and achieving holistic success in the ever-evolving world of business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest : Ryan Lazanis, CPA About Our Guest: Ryan Lazaniz Ryan Lazanis, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates over 8,500 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching membership. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Ryan sends a weekly newsletter to over 8,500 firm leaders who want exclusive tips & tricks to design & implement an online, scalable firm of their own. Newsletter sign up - https://futurefirm.co/newsletter/   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.   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 ### Decoding Advanced Tax Strategies: A Deep Dive w/ Mike Jesowshek Overview: Decoding Advanced Tax Strategies: A Deep Dive w/ Mike Jesowshek Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mike Jesowshek, CPA Welcome to another episode of "Building the Premier Accounting Firm" hosted by Roger Knecht. In today's conversation, Roger sits down with Mike Jesowshek, a tax expert with a strong focus on tax preparation and planning for business owners. Mike's mission is to simplify complex IRS rules and help hard-working business owners minimize their tax burdens, allowing them to enjoy the rewards they've earned. Join us as Mike shares his journey into the world of accounting and how he found his niche in tax planning and preparation. Gain insights into the clear distinction between tax planning and tax preparation, as Mike breaks down these two crucial aspects of financial management. Explore the realm of tax strategies as Mike discusses his top go-to methods for optimizing tax outcomes. Uncover the unique strategy some business owners employ to maximize deductions by involving their children in their operations. Delve into the core strategies for effective tax planning and discover additional avenues that businesses often overlook when aiming to maximize deductions. High-income individuals, especially accredited investors, can benefit from Mike's strategies tailored to their unique situations. Mike also reflects on the concepts of being rich versus being wealthy, offering a thought-provoking perspective on financial success. Learn when it's appropriate to seek external counsel and what factors to consider when selecting the right advisors for your business. Mike also shares why he transitioned from the world of accounting and tax to embark on a podcasting journey? Gain insights into his motivations and values that drive his business approach, steeped in authenticity and integrity. As the episode draws to a close, Mike imparts valuable advice on exit strategies, an often underestimated aspect of business planning. Tune in to this episode of "Building the Premier Accounting Firm" for a wealth of insights that business owners, entrepreneurs, and anyone interested in financial growth will find invaluable. About Our Guest: Mike Jesowshek Mike’s mission is to help hard-working business owners overcome complex IRS rules and over-inflated tax bills so they can enjoy the fruits of their labor. This is how the Small Business Tax Savings Podcast was born. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Your Tax Saving Headquarters! Every week, we show you exactly how to reduce your tax bill and pay the least amount of taxes legally possible. Hosted by Mike Jesowshek, CPA, this quick-hitting Podcast gets you real tax-saving results without all the fluff.  Listen in to the Podcast: https://www.taxsavingspodcast.com/ Also, take some to and see what it means to become a Professoinal Tax Preparer, PTP.  Have the confidence and competence to offer quality tax planning and preparation services for individuals and businesses.  This designation (PTP) is worth your time.  Check this out NOW!   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 ### Meryl Johnston’s ‘Just Do It’ Approach to Starting a Business & the 7-Day Start-Up Methodology Overview: Meryl Johnston’s ‘Just Do It’ Approach to Starting a Business & the 7-Day Start-Up Methodology Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Meryl Johnston In this engaging episode of "Building the Premier Accounting Firm," your host Roger Knecht sits down with Meryl Johnston, a Chartered Accountant, investor, and the visionary founder of Bean Ninjas. Join them as they dive deep into Meryl's remarkable journey, unveiling the secrets behind her thriving accounting firm and her invaluable insights for aspiring entrepreneurs. The episode begins with Meryl sharing her inspiring accounting journey, revealing the pivotal moments that ignited her passion for the field. Meryl candidly shares how she started her company Bean Ninjas, the challenges she encountered, and the invaluable lessons she learned while establishing her business. One of the highlights of the podcast is Meryl's captivating account of the "7-Day Start-Up Methodology," the very strategy that enabled her to secure her first client within an astonishingly short span of time. Learn the invaluable tips and tricks on how to kickstart your own business efficiently and effectively. Meryl narrates her path to finding her niche, and sheds light on why she eventually specialized in e-commerce. Merely and Roger break down some of the advantages of niching, as Meryl provides valuable advice to entrepreneurs seeking a focused direction for their businesses. Meryl discusses the process she underwent transitioning into a part-time role in her company, and how she aptly prepared her clients for her absence. Listeners will benefit from her expertise in handling business continuity and client relations. The episode also delves into Meryl's unique approach of granting her employees equity in the company, offering a fresh perspective on incentivizing and nurturing a dedicated team. For those looking to enhance their marketing strategies, Meryl shares insightful tips tailored to new accounting businesses. Her candid revelations about marketing mistakes she encountered along the way will resonate with entrepreneurs striving to grow their clientele. Not only that, but Meryl also divulges her go-to lead-generation strategies, equipping listeners with powerful tools to expand their customer base. As the conversation takes a personal turn, Meryl bravely recounts her battle against cancer, sharing her journey of resilience and the profound lessons she learned during that challenging time. Her experience offers wisdom and encouragement for others facing adversities. Offering sage advice for entrepreneurs considering stepping away from their businesses, Meryl's wisdom on maintaining a balanced and fulfilling life will resonate with listeners seeking a harmonious work-life integration. The episode concludes on a high note as Meryl introduces her very own podcast, "Lifestyle Accounting," explaining its purpose and how it complements her mission in the accounting world. Meryl provides intriguing insights into international markets, offering keen observations on bookkeeping and accounting nuances and commonalities across borders. Tune in to "Building the Premier Accounting Firm" with Roger Knecht and indulge in an episode brimming with entrepreneurial revelations, business acumen, and the spirit of perseverance. About Our Guest: Meryl Johnston Meryl is a Chartered Accountant and investor. She founded Bean Ninjas in July 2015 with $1,000 following the 7 Day Startup methodology. Now 8 years later the company operates in Australia, the US and UK and has a distributed team of 30 people. After 6 years as CEO, Meryl stepped into a part-time advisor role at Bean Ninjas and has a leadership team running the day to day operations. She is now focused on her podcast, the Lifestyle Accountant Show, and investing in businesses in the accounting industry. On the weekends Meryl can be found surfing at a local Gold Coast beach or hanging out with her partner and two daughters. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Check out the Lifestyle Accountant Show podcast https://www.lifestyleaccountant.co/ or connect with Meryl on LinkedIn - https://www.linkedin.com/in/meryl-johnston-3a483728/ 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 ### From Accounting to Rapping: The Path to Success for Accountapreneur Scott Scarano Overview: From Accounting to Rapping: The Path to Success for Accountapreneur Scott Scarano Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Scott Scarano Join host Roger Knecht in this engaging episode of "Building the Premier Accounting Firm" as he sits down with the one-of-a-kind rapping accountapreneur, Scott Scarano. Tune in to discover Scott's inspiring journey into the world of accounting, and how he's shaking up the industry with his unique and edgy podcast, "Accounting High." In this episode, Scott shares the origins of his accounting career and the passion that led him to become the host of the groundbreaking podcast, "Accounting High." Learn what sets his podcast apart from the rest and how it stands out with its distinct approach, blending education and entertainment like never before. Listeners will gain valuable insights from Scott's podcast as he delves into the best takeaways, offering practical advice and knowledge that can help both aspiring and established accountapreneurs elevate their game. Uncover the soft skills that are often overlooked in traditional educational settings but are crucial for success in the world of accounting entrepreneurship. Scott sheds light on the skills that aspiring accountapreneurs should master to excel in their careers. Delve into Scott's process for building a successful accounting firm and learn about EOS (Entrepreneurial Operating System) and its vital role in shaping and optimizing businesses. Scott offers an exciting sneak peek into his upcoming book about running an accounting practice, giving listeners something to look forward to and empowering them with knowledge and strategies for growth and success. Stay ahead of the curve as Scott discusses upcoming changes that will revolutionize the accounting landscape, altering the way things work in the industry. Get a glimpse of the future and prepare for what's to come. Discover the fascinating world of rap accounting and how Scott's passion for music and creativity have contributed to his upcoming book. Understand the similarities and differences between rap accounting and conventional accounting, and see how he uses this unique form of communication to educate, entertain, and engage his audience. Explore the ways in which rap has become an effective learning tool for Scott and others, revolutionizing the way accounting knowledge is shared and absorbed. Gain valuable insights into work-life balance and the challenges Scott has faced while juggling his professional and personal life. Learn from his experiences and find inspiration to maintain equilibrium in your own life. Understand the role Scott plays in his business now that he has stepped away from the daily operations. Learn how he built confidence in his employees to effectively run the business and ensure its continued success. Explore the process of transitioning employees and clients as Scott stepped away from the business, and how he continues to manage client relations effectively. As the episode draws to a close, brace yourself for an extraordinary rap performance from Scott, leaving you inspired and entertained. Join Roger Knecht and Scott Scarano on this incredible episode of "Building the Premier Accounting Firm" as they unveil a world of innovation, creativity, and entrepreneurial wisdom that will leave you motivated to reach new heights in your accounting journey. Tune in now and stay ahead in the ever-evolving world of accounting and entrepreneurship! About Our Guest: Scott Scarano Scott Scarano is an eccentric entrepreneur with the heart of a lion and the soul of a housecat. He loves approaching problems from a different perspective and analyzing solutions—his “Why” is empowering all growth-minded entrepreneurs to thrive and prosper. Scott did the school thing and has the credentials, but his real value comes from his questioning mind and ability to push through any adversity. Scott is the founder of Accounting High which is the premier practice management podcast for tax and accounting firms. Join him for some fun and oftentimes colorful conversations about the accounting and tax industry as the next generation of professionals questioning the state of the accounting and tax industry.  Scott lives in Raleigh, bleeds Carolina blue, and dedicates himself to his astonishing wife, Juana, and their three surprisingly intelligent kids Julia, Frankie, and Arya. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Join the Accountant Bracket Challenge aka "ABC March Appness" enroll today to nominate the top 5 accounting platforms that make your accounting life better! Bracket.accountinghigh.com Listen to Accounting High Get the Turnkey Business Plan for accounting professionals.  Take the time to consider your business plan.  It is here you’ll consider everything from marketing and sales, to pricing, offering quality accounting services and more.  These are the steps to having the premier bookkeeping, accounting and tax business in your area.   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 ### Mastering Content Marketing: Insider Tips from Amazon Best Seller Marco Salinas Overview: Mastering Content Marketing: Insider Tips from Amazon Best Seller Marco Salinas Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Marco Salina In this episode of Building the Premier Accounting Firm, our esteemed host Roger Knecht sits down with a marketing guru and Amazon Best Selling Author, Marco Salinas. Co-authoring a book with the legendary sales and personal development consultant, Brian Tracy, Marco brings a wealth of knowledge and experience to the table. In this captivating conversation, Roger and Marco explore the fundamentals of marketing, providing you with a clear understanding of what marketing truly entails. They highlight the power of content marketing and offer practical advice on how to effectively implement content strategies in your own business. Discover the content marketing techniques that both Roger and Marco employ, giving you actionable tips to enhance your firm's visibility and attract your target audience. As Roger shares his invaluable marketing rules of thumb, you'll gain exclusive insights into effective marketing practices for your accounting firm. Marco also uncovers the best platforms for networking, while also exploring both traditional and modern-day marketing approaches. He reveals his marketing background and areas of specialization, providing you with real-world examples of how to leverage your expertise for maximum impact. Ever considered publishing a book to establish yourself as an authority in the field? Marco and Roger dive into the process of starting your book project, highlighting the right way to write and publish a book that positions you as an industry leader. Learn the art of using books as lead generators, unlocking their potential to attract high-quality clients and solidify your reputation. Marco breaks down the nuances of ghostwriting and co-authoring, offering you a comprehensive understanding of how both approaches can work for you. Discover the benefits of each method and learn how to harness them to your advantage, whether you're seeking to build credibility or expand your audience. Lastly, Marco shares the individuals who have significantly influenced his career and the invaluable lessons he has gained from them. Prepare to be inspired as he recounts his personal journey and imparts wisdom that you can apply to your own professional growth. Join Roger Knecht and Marco Salinas in this thought-provoking episode of "Building the Premier Accounting Firm," as they unravel the secrets of marketing, content strategies, book publishing, and personal development. Get ready to transform your accounting firm into a powerhouse of success. Tune in now and unlock the key to achieving your business goals.   About Our Guest: Marco Salinas Marco Salinas is an Amazon Best Selling Author and has co-authored a book with the legendary sales and personal development consultant Brian Tracy. He is a long time student of Marketing Legend Dan Kennedy and is a Media and Publishing Consultant himself, having previously hosted a radio show on 930AM the Answer in his hometown of San Antonio, TX and has been interviewed on local TV news affiliates in Houston, San Antonio, and Austin. Marco is now a podcast producer and host at Business Innovators Radio Network helping small to medium sized businesses to grow through various strategic media marketing assets.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: In today’s conversation it was mentioned you should consider reading Winning through intimidation   You also may want to become the expert, the authority on your topic of choice as an author.  Consider working with Marco to experience his “done for you publishing - https://expertpublishing.associates/   Or would you like to Co-Author a book to help you get the accounting clients you deserve!  Perhaps Co-author a book to help you offer CFO and Advisory services as the Profit & Growth Expert to your clients.  Check out this amazing opportunity to Co-Author with Roger Knecht. Your Strategic Accountant, co-authored with YOU! Your Profit & Growth Expert, co-authored with YOU!   And don’t forget to 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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book Profit First - Transform your business from a cash-eating monster to a money making machine using this proven system. Offer CFO and Advisory services with confidence and competence following the Universal Business Builder process.  As a certified Profit & Growth Expert you will help your clients apply the principles of Profit First & Value Builder as you apply the CFO Project processes.   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 ### Accounting Success Redefined: From Pricing Strategies to Profiting off AI w/ Mark Wickersham Overview: Accounting Success Redefined: From Pricing Strategies to Profiting off AI w/ Mark Wickersham Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mark Wickersham Join host Roger Knecht in this episode of "Building the Premier Accounting Firm" as he sits down with Mark Wickersham, a Chartered Accountant, public speaker, and renowned author known for being the most sought-after profit improvement expert in the accounting community. This insightful conversation covers a wide range of topics that promise to transform your approach to accounting and help your firm thrive. Mark Wickersham shares his journey of growth, offering valuable lessons from his own accounting practice's beginnings and sharing what he would do differently to achieve even greater success. The discussion delves into the evolution of marketing and pricing strategies, providing valuable insights into crafting effective marketing campaigns and setting prices that reflect the true value of your services. Discover the nuances between marketing and selling, and learn how to establish meaningful connections with clients, giving your firm a competitive edge. The episode also explores the telltale signs that a business is not priced correctly and provides practical tips to determine pricing that aligns with the value you provide, including the power of value pricing and why you should consider menu-pricing as a great starting point. Mark Wickersham shares inspiring stories of entrepreneurs whose businesses have been transformed by implementing value-pricing strategies. Stay ahead of emerging threats and changes in the accounting industry, and explore how accountants can profit from AI, including leveraging ChatGPT to drive efficiency and business growth. Gain essential strategies to remain relevant in the rapidly changing world of AI and accounting. Whether you're an aspiring accounting firm or a seasoned professional, this episode of "Building the Premier Accounting Firm" with Roger Knecht and Mark Wickersham is a must-listen. Unlock the secrets to building a thriving accounting practice, embracing innovation, and achieving unprecedented success in the world of accounting. About Our Guest: Mark Wickersham Mark Wickersham – Chartered Accountant, public speaker and author – is known as the most sought-after profit improvement expert in the accounting community. Mark is also a widely published author on practice issues. In May 2011 his first book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. His 6th book, “Value Pricing for Accounting Professionals” was published by Kogan Page in 2022. In 2015 Mark was shortlisted in the AccountingWeb “Outstanding Contribution to Accounting” award. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: 1) Claim your free place on the Profitable Bookkeeping Bootcamp here: http://bit.ly/3JWgTbH 2) Want to get ahead of the curve with AI and ChatGPT? Grab a ticket for our Virtual Summit here: bit.ly/3rwKr9i 3) Get free resources, including my most popular eBook, when you connect with me on LinkedIn here, https://www.linkedin.com/in/markwickersham1/ - when you connect just let me know you saw me on the podcast and I’ll send you links to some great resources via LinkedIn But don’t stop there. 4) 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 5) Learn what it is you can do to become an author, leveraging your expertise to effectively market your services 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. 6) 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.   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 ### Strategic Exit Planning & Why Entrepreneurs Pay for the Expert Guidance of CFOs, Consultants & Coaches w/ Darryl Bates-Brownsword Overview: Strategic Exit Planning & Why Entrepreneurs Pay for the Expert Guidance of CFOs, Consultants & Coaches w/ Darryl Bates-Brownsword Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Darryl Bates-Brownsword Welcome to another insightful episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Darryl Bates-Brownsword, an esteemed Business Consultant and Coach, who brings over 25 years of invaluable experience to the table. Prepare to gain a wealth of knowledge as they delve into a variety of intriguing topics that are sure to resonate with accounting professionals and entrepreneurs alike. Kicking off the conversation, Darryl shares his fascinating journey from engineering to accounting, highlighting the pivotal moments that led him to where he is today. As a seasoned business coach and consultant, Darryl sheds light on his roles in both capacities, offering valuable insights into how he embarked on these rewarding paths. Distinguishing between a mentor, a coach, and a consultant, Darryl unveils the unique characteristics and benefits of each role. Discover why entrepreneurs are increasingly inclined to seek the expertise of CFOs, consultants, or coaches, and how these professionals can effectively drive business growth and success. Ever wondered about the significance of exit planning? Look no further. Darryl delves into the world of exit planning, unraveling its importance and the reasons why business owners should consider it sooner rather than later. Gain a deeper understanding of how to maximize the value of a company and the key aspects that contribute to its overall worth. Drawing from his vast experience, Darryl provides valuable insights into the tools and processes he utilizes while valuing a company. Listen closely as he reveals why accountapreneurs should consider incorporating exit strategies into their services, and how accountants can seamlessly integrate exit planning into their repertoire. Darryl underscores the benefits of having a well-crafted exit strategy, emphasizing its positive impact on business owners and their future endeavors. Discover who plays a crucial role in the exit planning process and unravel the myriad of advantages it brings to the table. Tune in to this episode of "Building the Premier Accounting Firm" as Roger Knecht engages in a captivating dialogue with Darryl Bates-Brownsword, unraveling the intricate world of accounting, business coaching, and strategic exit planning. Prepare to gain valuable insights that will empower you on your journey towards building a successful accounting firm. About Our Guest: Darryl Bates-Brownsword Darryl is an accomplished Business Consultant and Coach with a dynamic and driven approach, backed by over 25 years of valuable experience. He is passionate about empowering business owners to get the most from their life's work and exit on their own terms. Known for his ability to connect with others, think strategically, build strong teams, and solve complex problems, Darryl has the talent for simplifying problems and guiding businesses towards success. His track record includes building two international multi-million turnover businesses, with one currently operating in 16 countries. Darryl's quick thinking and analytical skills enable him to swiftly identify core issues and understand the broader context. By challenging the status quo, he consistently achieves consistent, repeatable, and reliable business results. Originally from Australia, Darryl's career began as an Engineer in the Power Industry. Since relocating to the UK in 2005, he has gained a reputation for combining systems thinking with creativity, achieving results in even the most challenging situations. Outside of work, Darryl enjoys cycling and running to clear his head and maintain a healthy balance to life. He holds a B Eng (Mech) Engineering and an MBA. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get the tools you need to confidently offer valuation risk reduction services using Capitaliz.  Take advantage of this opportunity from Darryl to receive a free DEMO today! Here's some more information about the Capitaliz platform that supports business advisers to prepare their clients' business for exit using the 21 Steps methodology. Why Capitaliz - You may also want you to enrol in CapitalizNow.  It contains everything you would see in a demo plus: Critical business exit statistics Why Capitaliz (a handy sales tool)  Revenue potential calculator A rapid overview of Capitaliz (7 minutes) A deep dive of Capitaliz (31 minutes) What to expect from the Academy Top 10 tips for new exit planners Top tips for getting approval from your compliance department Bonus resources (a 50 page glossy e-Book, an engagement letter template and sales script for use with prospects) Details on our pricing packages CapitalizNow is complimentary and on-demand, meaning you won’t have to wait for a demo to start experiencing how Capitaliz can help you to work with your clients to prepare them to be exit ready so that they can get the most from their life’s work, maximise value and exit on their own terms.   Also, do you know what your business is worth?  Now is the time to receive your FREE Business Score.  Get the report you need to know what you need to do to work ON your business today.   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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book Profit First - Transform your business from a cash-eating monster to a money making machine using this proven system. Offer CFO and Advisory services with confidence and competence following the Universal Business Builder process.  As a certified Profit & Growth Expert you will help your clients apply the principles of Profit First & Value Builder as you apply the CFO Project processes.   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 ### Building a Virtual Accounting Business: Insights from Kate Josephine Johnson of Heritage Business Services Overview: Building a Virtual Accounting Business: Insights from Kate Josephine Johnson of Heritage Business Services Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kate Josephine Johnson 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. About Our Guest: 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 ### Unveiling the Secrets of QuickBooks with Alicia Katz Pollock Overview: Unveiling the Secrets of QuickBooks with Alicia Katz Pollock Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Alicia Katz Pollock 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. About Our Guest: 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 ### The CFO's Playbook: Mastering High Ticket Client Acquisition w/ Alyssa J Dillon   Overview: The CFO's Playbook: Mastering High Ticket Client Acquisition w/ Alyssa J Dillon Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Alyssa Dillon 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. About Our Guest: 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 ### Navigating the Heart-Led Path: Troy Ballard's Expertise in Serving Purpose-Driven Businesses Overview: Navigating the Heart-Led Path: Troy Ballard's Expertise in Serving Purpose-Driven Businesses Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Troy Ballard Welcome to "Building the Premier Accounting Firm" with your host Roger Knecht. In this episode, Roger sits down with Troy Ballard, a highly experienced and certified professional bookkeeper and Accountapreneur with over three decades of experience in the field of bookkeeping. Tune in as they delve into a wide range of topics, uncovering Troy's journey from starting out as an accountant to eventually launching her own company. Discover the fascinating concept of heart-led businesses, why Troy chooses to specialize in these unique ventures, and how she helps her clients overcome the shame of charging for their invaluable services. As an expert in targeting heart-led businesses, Troy shares her effective strategies for marketing her services and building genuine relationships with clients in this niche. Gain insights into the industries she collaborates with and learn why cultivating deep connections is vital in her line of work. But it doesn't stop there. Join the conversation as Troy opens up about her personal methods for decompressing from stress and work, drawing inspiration from her experience as a dog trainer and pet owner. Discover the unexpected ways she integrates her passion for animals into her client interactions. Looking ahead, Troy provides valuable insights into the future of the accounting industry and how it is evolving to accommodate the rise of Millennials and Gen-Z-ers as future business owners. Uncover what accountants need to know about these generations to stay ahead of the curve. With so many intriguing topics covered in this episode, you won't want to miss out. Join Roger Knecht and his guest, Troy Ballard, as they explore the fascinating world of accounting, heart-led businesses, relationship building, and the future of the industry. Get ready for an insightful and engaging conversation that will leave you inspired to build your own premier accounting firm. Tune in to "Building the Premier Accounting Firm" with Roger Knecht, available now on your favorite podcast platform. About Our Guest: Troy Ballard Troy Ballard is a highly experienced and certified professional bookkeeper with over three decades of experience in the field of bookkeeping. She started her own business in 2015  providing top-notch bookkeeping services to help businesses achieve profit and growth. In addition to her expertise in finance, Troy is also a talented musician who plays the guitar and writes songs and poems in her free time. She is also an avid dog lover and trains her pet for competition events. With her diverse interests and extensive experience, Troy is a well-rounded and valuable asset for any organization. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Become a certified Profit & Growth Expert. As you transition into advisory services it’s important you understand how best to market your services, sell, price and fulfill you client engagements with confidence and competence.  Learn how best to work with your clients as their strategic accounting, or as we like to say, “their Profit & Growth Expert”. Learn more HERE and see what you can do to add these valuable services to your offerings to become the premier accounting firm in your area.   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 ### Embracing the Profit-First Philosophy w/ Liz Szporn Overview: Embracing the Profit-First Philosophy w/ Liz Szporn Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Liz Szporn Welcome to another episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this insightful episode, Roger sits down with Elizabeth Szporn, a seasoned guide at Profit First Professionals. As an expert in transforming accounting, bookkeeping, and coaching firms, Elizabeth brings a wealth of knowledge and experience to the conversation. The episode kicks off with Elizabeth sharing her inspiring journey into the accounting industry. From humble beginnings to becoming a trusted advisor, she reveals the pivotal moments that shaped her career and passion for helping entrepreneurs succeed. One of the key concepts they delve into is the profit-first philosophy. Elizabeth explains how this transformative approach can revolutionize the way entrepreneurs manage their finances. By prioritizing profit and applying strategic allocation methods, she unveils how businesses can thrive in any economic climate. Ever heard of Parkinson's law? Elizabeth and Roger shed light on this powerful principle and explore its practical application in the world of accounting. Discover how Accountapreneurs can leverage Parkinson's law and the profit-first philosophy to optimize their business operations, increase productivity, and achieve sustainable growth. But what holds entrepreneurs back from embracing the profit-first philosophy? Elizabeth addresses this common challenge head-on, highlighting the fears and misconceptions that often hinder adoption. Through real-life examples and success stories, she demonstrates the profound impact that embracing a profit-first mindset can have on businesses of all sizes. They also talk about the struggles accountants face when transitioning into the advisory space. Elizabeth shares valuable insights on how to overcome these obstacles and find the perfect balance between pricing and client fulfillment. Discover the Goldilocks method, a practical approach to tailoring your services to meet client needs while ensuring profitability and value. Tune in to this captivating episode of "Building the Premier Accounting Firm" to gain a deeper understanding of the profit-first philosophy, Parkinson's law, and how they can transform your business. Elizabeth Szporn's expertise and anecdotes will inspire and empower you to take proactive steps towards building a thriving accounting firm that stands out in the industry. Don't miss out on this engaging discussion that touches upon various topics, including entrepreneurship, financial management, client relationships, and more. Join Roger Knecht and Elizabeth Szporn as they share their valuable insights on the path to success in the accounting world.   About Our Guest: Liz Szporn Liz Szporn is a Guide at Profit First Professionals where she supports the transformation of accounting, bookkeeping and coaching firms. She particularly loves working on content and strategy to increase client engagement starting at the beginning of the sales cycle. Liz has 20+ years of experience as an executive and entrepreneur with a track record of financial success and strong leadership skills. In addition to being a Guide, Liz is a co-host on the Grow My Accounting Practice podcast, with Mike Michalowicz and Ron Saharyan. She also co-founded Leaderally, a professional development organization dedicated to educators, where she produces content and curriculum for online and in-person courses and workshops.  Liz lives in New Jersey with her husband, three children, and two dogs.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Connect with Roger and Liz on Linkedin 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” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book “Profit First” - Eliminate Entrepreneural Poverty, transform your business & your clients from a cash-eating monster to a money making machine using this proven 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 ### Unleashing the Power of Digital Marketing: Insights from Christian Jones, President of TaxProMarketer Overview: Unleashing the Power of Digital Marketing: Insights from Christian Jones, President of TaxProMarketer Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Christian Jones Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Christian Jones, the President of TaxProMarketer, a leading company specializing in digital marketing for accountants and tax practitioners. Together, they delve into a wide range of insightful topics that will revolutionize your firm's marketing strategies and help you achieve unprecedented success. Join Roger and Christian as they discuss Christian's inspiring journey towards becoming the President of TaxProMarketer. Discover the pivotal moments and challenges that shaped his path to leadership, and gain valuable insights into how you can overcome obstacles and take the helm of your own firm. One key aspect of any thriving organization is its company culture. Learn from Christian as he shares his vision for maintaining the success and fostering a supportive environment at TaxProMarketer. Discover the formula behind creating a positive workplace atmosphere that empowers your employees to thrive, ensuring both their satisfaction and the growth of your firm. In the ever-evolving digital landscape, search engine optimization (SEO) is a critical factor for accountants and tax professionals. Christian sheds light on why SEO matters and how it can propel your business forward. Uncover strategies and best practices that will enable you to enhance your online presence, boost visibility, and attract your ideal clients. Marketing and sales are fundamental pillars of any successful accounting firm. Explore with Roger and Christian the true meaning of marketing and sales, along with their various elements and phases. Gain expert advice on how to implement effective marketing campaigns and develop compelling sales strategies that drive growth and profitability for your practice. Looking for practical marketing tips and tricks? Christian shares valuable insights and tactics that you can implement right away to maximize your marketing efforts. From harnessing the power of organic Google searches to leveraging the potential of email marketing and newsletters, you'll discover the secrets to reaching your target audience and building strong client relationships. Deciding when to outsource certain aspects of your business can be challenging. Roger and Christian provide expert guidance on determining the right time to outsource and how it can benefit your firm. Gain a deeper understanding of the areas that can be effectively automated, freeing up your time and resources to focus on what truly matters: serving your clients. Are you ready to revolutionize your accounting firm's marketing and sales strategies? Tune in to this episode of "Building the Premier Accounting Firm" as Roger Knecht and Christian Jones uncover the secrets to automating your marketing and sales processes. Learn how technology can streamline your operations, increase efficiency, and ultimately lead to unprecedented growth and success. Don't miss out on this engaging and informative conversation with Christian Jones, President of TaxProMarketer, as he shares his invaluable expertise on digital marketing for accountants and tax practitioners. About Our Guest: Christian Jones Since 2007, TaxProMarketer has specialized exclusively in digital marketing for accountants and tax practitioners. Our reputation across the wide spectrum of specialties within our community is built upon how we prioritize timely, punchy, and FRESH content, nurturing authentic (and profitable) relationships with clients, technical excellence, and results — in the form of new prospects and retained clients for YOUR practice. Christian is TaxProMarketer’s CEO. He oversees TaxProMarketer’s website and SEO departments and helps develop tactics and strategies within each area. Developing and implementing strategies that deliver results for TaxProMarketer’s clients is one of Christian’s main areas of oversight. He also teaches a variety of topics in CPE webinar settings, at live events, and on other platforms where TaxProMarketer presents. The strategy Christian has developed around search marketing, and the implementation team who pull it off, is setting the standard within the tax and accounting industry. Outside of the website and SEO departments, Christian’s role as president includes overseeing key projects for TaxProMarketer and engaging with TaxProMarketer’s wonderful clients. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Go HERE for a Discovery Call - Let's help you and your firm THRIVE … by dominating your local online market without becoming a carnival barker. By the way, do you need to refresh your online presence with a new accounting website?  As a listener of this podcast we invite you to take advantage of this special offer to get a professional accounting website for FREE! Learn what you can do to automate your marketing and sales nurturing efforts, improve customer service and so much more as you work ON your business and leverage proven best practices in your accounting firm.  This is the Universal CRM that helps you focus on what it is that you do best as you grow the business.  This is a webinar you don’t want to miss.  Go HERE to learn more! Now that you have leads coming in it’s time to effectively nurture and sell the contacts you have to build the business with your ideal clients.  To do so confidently we invite you to learn and apply the principles of Strategic Selling and Selling with Confidence in your business.   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 ### Mastering the 'State of Being': Michelle Quinonez's Approach to Business and Success ? Overview: Mastering the 'State of Being': Michelle Quinonez's Approach to Business and Success Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Michelle Quinonez 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. About Our Guest: 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 ### The Business of Selling Your Business: Essential Strategies for Success w/ Jessica Fialkovich Overview: The Business of Selling Your Business: Essential Strategies for Success w/ Jessica Fialkovich Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jessica Fialkovich 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. About Our Guest: 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 ### Becoming the Disruptive Accountant w/ Futurist Daniel Burrus Overview: Becoming the Disruptive Accountant w/ Futurist Daniel Burrus 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, using it to create a competitive advantage, and becoming a disruptive accountant. About Our Guest: Daniel Burrus 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. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Daniel Burrus 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. 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 ### The Dos and Don'ts of Buying and Selling Businesses w/ Brannon Poe Overview: The Dos and Don'ts of Buying and Selling Businesses w/ Brannon Poe 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 to talk about selling and buying businesses. About our Guest: Brannon Poe 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 ### Growing Your Accounting Firm: Insights from Entrepreneur Natalia Zacharin Overview: Growing Your Accounting Firm: Insights from Entrepreneur Natalia Zacharin In this episode, host Roger Knecht sits down with return guest Natalia Zacharin to discuss her journey to becoming an accountant and entrepreneur, and the secrets to her business's impressive growth. About Our Guest: Natalia Zacharin Natalia talks about acquiring an accounting firm, how she went about valuing its assets, the lessons she learned throughout the process, and what she would do differently if given the chance. She shares insights on running a successful business, including the pitfalls to watch out for and the attributes that contribute to her success. But the conversation doesn't stop there. Natalia also dives into topics like imposter syndrome, how being an entrepreneur has changed her life, and where she sees the accounting profession going in the future. This episode is packed with valuable insights and advice for anyone looking to grow their accounting firm or business. Don't miss out on this must-listen episode of Building the Premier Accounting Firm with Roger Knecht and Natalia Zacharin. Tune in now to learn from one of the industry's most successful entrepreneurs. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Natalia Zacharin In 2019, after years of working for other firms, Natalia officially opened her own firm, Zacharin Consulting; a firm dedicated to empowering businesses to understand and interpret the financial health of their business and significantly improve their bottom line. Using a blend of personal service and expertise, Zacharin Consulting's mission is to bring experience and knowledge to our clients in a meaningful way. Zacharin Consulting offers strategic bookkeeping, monthly accounting, remote CFO services and financial intelligence programs to help businesses thrive, stay organized, save time, and build wealth. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Check out our previous conversation with Natalia, passion-and-gratitude-does-pay-off!   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 ### Positioning Your Accounting Firm for Success With a Winning Marketing Strategy w/ Matthew Banker   Overview: Positioning Your Accounting Firm for Success With a Winning Marketing Strategy w/ Matthew Banker Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Matthew Banker   In this episode of ‘Building the Premier Accounting Firm’, Roger sits down with entrepreneur and marketing strategist, Matthew Banker, to discuss all things related to digital marketing for accounting firms. Matthew breaks down the digital marketing system and what it means for your accounting firm. He shares insights on the biggest mistakes accountants make with their websites and best practices and must-haves for any successful accounting website. But the conversation doesn't stop there! Matthew and Roger dive into the topic of how involved the firm owner should be in marketing. They explore the difference between sales and marketing and the distinction between positioning and marketing. By the end of this episode, you'll have a clear understanding of how accounting firms should formulate their marketing strategies in order to stand out from the crowd. Matthew also shares his thoughts on outsourcing marketing and how to identify the best marketing team for your firm. This episode is chock-full of valuable insights and practical advice for any accounting firm looking to up their digital marketing game. So, are you ready to take your accounting firm's marketing strategy to the next level? Don't miss this engaging and informative conversation with Matthew Banker on 'Building the Premier Accounting Firm' podcast with Roger Knecht.   About Our Guest: Matthew Banker Matt Banker is the founder and lead strategist at Benchmark Growth Marketing, a marketing agency specifically for B2B accounting firms.  Matt brings a ‘words first’ approach to marketing because his superpower is the ability to help business owners communicate more clearly and build alignment Matt helps accounting, bookkeeping and tax firms develop a digital marketing eco-system that consistently brings in leads for their business.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Build a marketing engine for your accounting firm: https://marketingforaccountingfirms.com/ Also, learn how to automate your online marketing to generate the leads you need to get the clients you deserve.  This is an how to guide to help you find your ideal clients, nurture and engage them with confidence.  This is a presentation you don’t want to miss, watch it NOW! Books  Don’t make me think  Story Brand  One Page Marketing 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 ### Prioritizing Profit: Rocky Lalvani's Unique Accounting Formula for Business Success Overview: Prioritizing Profit: Rocky Lalvani's Unique Accounting Formula for Business Success w/ Rocky Lalvani   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Rocky Lalvani, EA Get ready to take your accounting firm to new heights with the 'Building the Premier Accounting Firm' podcast! In this episode, your host Roger Knecht sits down with Rocky Lalvani, entrepreneur and profitability advisor, to discuss all things related to fractional CFO and advisory services. Rocky shares his unique definition of fractional CFO and advisory services, as well as what led him to offer these services in the first place. He dives into his 'Profit First' philosophy, explaining how it complements his CFO and advisory services. By utilizing his accounting formula, 'SALES - PROFIT = EXPENSES', Rocky empowers businesses to prioritize profit and achieve sustainable growth. In addition to discussing the 'Profit First' philosophy, Rocky sheds light on the Parkinson's law and how it applies to business. He also delves into the behaviors and habits that accountants can help their clients change to better understand their businesses. He outlines the steps to implementing the profit first philosophy and how he complements it to achieve even greater success. But the conversation doesn't stop there! Rocky also shares his insights into the future of accounting and what he sees as the key trends and changes on the horizon. If you're looking to take your accounting firm to new heights, you won't want to miss this insightful and engaging conversation with Rocky Lalvani.   About Our Guest: Rocky Lalvani Rocky Lalvani serves as Chief Profitability Adviser for business owners with his business, Profit Comes First.. He teaches them how to ensure they get paid and make profit a priority! As a certified Profit First Professional he implements Mike Michalowicz's Profit First System.  We change the accounting formula of Sales - Expenses = Profit to Sales - Profit = Expenses.  This ensures Profit comes first! (PS. It's not about money at all costs, people come before money!) Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. In spite of a lot of struggles and his mom passing away when Rocky was 7, he has been able to achieve financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Learn how to organize your finances to reach financial independence faster. freefinancialself.com/UAC. 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” – the how-to-guide e-book for accounting professionals  “in the BLACK, nine principles to make your business profitable” – e-book  Profit First - Transform your business from a cash-eating monster to a money making machine using this proven system. Offer CFO and Advisory services with confidence and competence following the Universal Business Builder process.  As a certified Profit & Growth Expert you will help your clients apply the principles of Profit First & Value Builder as you apply the CFO Project processes.   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 ### Unlocking Your Business’ Potential with Brand Messaging & Brand Clarity w/ Jeffrey Shaw Overview: Unlocking Your Business’ Potential with Brand Messaging & Brand Clarity w/ Jeffrey Shaw   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jeffrey Shaw This week on the Building the Premier Accounting Firm podcast, Roger Knecht interviews entrepreneur, author and Key-note speaker Jeffrey Shaw. Jeffrey shares valuable insights on what it takes to make the mental shift to become an entrepreneur. He breaks down the lifestyle elements of the self-employed and entrepreneurs and dispels the common misconception that entrepreneurs have no boundaries between their personal and business lives. He also delves into branding, as he provides expert advice on the role entrepreneurs play in shaping the image of their businesses. Jeffrey stresses the need for accurate brand messaging and how to communicate effectively with your ideal clients. He emphasizes the importance of understanding your clients' values, and he shares insights from his books, "LINGO," and "The Self-Employed Life." Jeffrey also covers other critical topics, making it a must-listen for anyone looking to build a successful accounting firm or any business for that matter. Take your accounting firm to the next level or launch a successful business, listen to this episode of "Building the Premier Accounting Firm" with Roger Knecht and Jeffrey Shaw and get ready to be inspired and empowered!   About Our Guest: Jeffrey Shaw Jeffrey Shaw is often described as an authority and advocate for self-employed business owners, valued for his actionable and “in the trenches” approach to achieving business and life success. Why shouldn’t he be? How many people can say they’ve never worked for anyone else? Selling eggs door-to-door at 14 years old led to a lifetime of self-employment. In his twenties, he built a portrait photography business and became one of the most sought-after portrait photographers for affluent families in the U.S. for more than three decades. His portraits have been on the Oprah Show, CBS News, featured in People and O Magazine and hang at Harvard University. Today, Jeffrey is the author of LINGO and The Self-Employed Life, host of The Self-Employed Life podcast with nearly two-million downloads, and founder of the Self-Employed Business Institute. His TEDx Talk is featured on TED.com, he’s a LinkedIn Learning instructor, contributor to Entrepreneur Magazine and speaks at association events, entrepreneurial groups, and conferences. Jeff coaches self-employed business owners and those looking to leave their corporate job to create the life of their dreams by building a successful self-employed business. He likes to connect with self-employed and small business owners who are ready to ditch choosing between personal happiness and business success, corporate folks who want to do more purposeful work, and event planners looking for an in-person or remote speaker who can engage with audiences, empowering them to create the life and business they want.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Have The Brand Message on Your Website Home Page Reviewed https://www.jeffreyshaw.com/lingo-review   Take the time to work ON your business following The Turnkey Business Plan 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 ### Partners for Better or Worse: Why Picking Your Partner is the Most Important Step in a Partnership Business w/ Russ Anderson CPA and Russ Bradshaw CPA Overview: Why Picking Your Partner is the Most Important Step in a Partnership Business w/ Russ Anderson CPA and Russ Bradshaw CPA   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Russ Anderson CPA, Russ Bradshaw CPA Join host Roger Knecht in this episode of "Building the Premier Accounting Firm" as he interviews Russ Anderson CPA and Russ Bradshaw CPA, partners at Anderson Bradshaw CPA firm. Discover their accounting origin stories and why they decided to start their own business. The duo shares valuable insights into forming a partnership and what it means to be a partner at a firm versus an employee. They delve into the intricacies of a partnership business and the role each partner plays, as well as how they formed their operational agreement and the benefits it provides. If you're seeking a partner for your business or are interested in becoming a partner at your firm, you won't want to miss the advice and tips they offer. They also debunk common myths about being a partner and share their lessons learned from their experience. In addition, Russ and Russ share their personal life influences and how they have dealt with failures and learned valuable lessons in both their personal and professional lives. They also discuss common misconceptions about the accounting industry and other interesting topics. Whether you're an entrepreneur, small business owner, or aspiring accountant, this episode is packed with insights and valuable advice. Tune in to "Building the Premier Accounting Firm" to gain a wealth of knowledge from Russ Anderson CPA and Russ Bradshaw CPA. Sponsors: Universal Accounting Center ?        Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Staff Training, helping those in the office acquire the skills and confidence to work with your clients to offer quality accounting services as: ?        Professional Bookkeepers, PB ?        QuickBooks Specialists, QS ?        Professional Tax Preparers, PTP ?        Profit & Growth Experts, PGE 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 ### The Working Nomad Lifestyle & Achieving Financial Independence w/ Shlomo Freund Overview: The Working Nomad Lifestyle & Achieving Financial Independence w/ Shlomo Freund   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Shlomo Freund Welcome to the latest episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger talks to Shlomo Freund, a seasoned entrepreneur and investor with 18 years of experience. Shlomo shares his inspiring journey of entrepreneurship and his experiences running a remote business. He highlights the upsides and downsides of working remotely and provides valuable advice on how to work remotely with family. He also discusses how working remotely with family benefits the kids and provides insights from his personal experiences of working remotely and traveling around the world. Retirement is an important topic for entrepreneurs, and Roger and Shlomo dive into what retirement means for entrepreneurs and how to deal with it. They also talk about the value a financial planner brings to the table and how accountants can help clients prepare for financial freedom. And on the subject of attaining financial freedom, they discuss the topic of diversifying your investments as Shlomo opens up about his niche website venture. If you're an entrepreneur or small business owner looking for advice on running a remote business, preparing for retirement, or diversifying your finances, this episode is a must-listen. Join Roger Knecht and Shlomo Freund as they share their expertise and insights on "Building the Premier Accounting Firm". About Our Guest: Shlomo Freund Shlomo is a seasoned entrepreneur with 18 years of experience and a passion for helping others reach their financial goals through niche website investing. He has been an investor since 2006 and has a proven track record of success, starting with stocks and later expanding into international real estate and crowd investing. Shlomo is also a location independent professional and has built a lifestyle that allows him to work remotely and travel with his family. He is a proud father of three young girls, aged 7, 2 and 2.5 months, and is currently homeschooling them while on their workation adventures. In addition to his personal experience, Shlomo offers coaching and consulting services to individuals through his company Free Financial Self (www.freefinancialself.com), looking to invest in niche websites, as well as businesses seeking to grow through website acquisition. With his expertise and passion for the industry, he helps clients align their financial goals with their lifestyle aspirations. You can reach Shlomo directly either on Linkedin or Twitter Sponsors: Universal Accounting Center ?        Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn how to organize your finances to reach financial independence faster. freefinancialself.com/UAC. 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 ### What the Future Holds for the Accounting Profession w/ Jesse Rubenfeld Overview: What the Future Holds for the Accounting Profession w/ Jesse Rubenfeld Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jesse Rubenfeld, CPA On this week’s episode of "Building the Premier Accounting Firm", your host Roger Knecht sits down with Jesse Rubenfeld, founder of FinOptimal, a company that combines accounting and engineering to offer cost-efficient accounting services that utilize proprietary automation and onshore accountants, as they explore the intersection of accounting, technology, and the future of the accounting profession. Jesse shares his journey into accounting, which began with a background in music. He then dives into the genesis of FinOptimal, sharing how his company helps clients find the best accountants using six key questions. They also discuss the importance of accounting in business, and why it matters more than ever in today's rapidly changing economy. Jesse and Roger discuss how the accounting profession is evolving and why some accountants still fear technology in this rapidly growing and fast-automated profession. Jesse also discusses both the limitations of Quickbooks-integrated apps and the changing role of accountants in future businesses. He also provides valuable insights on the significance of finance automation and its impact on the future of the accounting profession. About Our Guest: Jesse Rubenfeld After growing up in Houston, Jesse Rubenfeld began his career in New York City at the Lime Group of companies doing the books for a variety of companies, gaining experience with non-profit, software industry, hedge fund, and management company accounting. After serving as LimeWire's CFO for his last four years there, he joined the D. E. Shaw Group as the controller of the research division that builds supercomputers to revolutionize drug discovery. From the beginning, Jesse's interest in technology led him to automate financial operations, first with spreadsheets, then Perl, and most recently Python. He founded FinOptimal to help QuickBooks Online-based businesses streamline their financial operations, optimizing value-per-dollar with an outsourced accounting service heavily focused on automation. Jesse has bachelor's degrees from UPENN and Wharton, and an MBA from Columbia, and he lives in Houston with his wife and three children. FinOptimal meets at the intersection of accounting and engineering to provide the most cost-efficient accounting services on the market. Our clients save up to four full-time finance hires compared to competitors and thousands each month by avoiding expensive accounting softwares. That's because we don't just do your accounting, we optimize it using a unique blend of proprietary automation and onshore accountants. We make your accounting systems work with you, not against you. We know your favorite accounting tech tools inside out and how you can do more with them. Imagine better data, increased visibility, and enhanced customization — all from the systems you're using now. It's time to take your accounting to the next level. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Expand the quality accounting services you offer to include CFO and Advisory work.  This is a rewarding opportunity to further service your clients and get paid what you are worth.  Become a Profit & Growth Expert and apply the Universal Business Builder system with confidence.   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 ### Niching, Automation & Virtual Teams: Running the Modern-Day Accounting Firm w/ Chris Hervochon Overview: Niching, Automation & Virtual Teams: Running the Modern-Day Accounting Firm w/ Chris Hervochon Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Chris Hervochon In the latest episode of "Building the Premier Accounting Firm", host Roger Knecht sits down with Chris Hervochon, a successful accountant and entrepreneur, to discuss his journey in the accounting world. Chris shares how he started as an accountant and eventually left his job to start his own firm. He also talks about the crucial role his spouse played in allowing him to make the leap to entrepreneurship. Chris talks about how working with a coach has helped him grow his business and how he has found success by niching in marketing agencies. They also explore the differences between vertical and horizontal niching and why finding a niche in the accounting industry is essential. They also cover the differences between CFO and advisory services and Chris’s top tools to automate his business. He also shares his experiences with employee buy-ins and running his business virtually. Looking to start or grow your own accounting firm? Then this episode is a must-listen for you. The insights and advice shared by Chris Hervochon will inspire and motivate you to take your accounting career to the next level. Tune in now to hear this engaging conversation on "Building the Premier Accounting Firm." About Our Guest: Chris Hervochon Chris Hervochon, CPA, CVA is the sole proprietor of his CPA firm.  Chris Hervochon provides outsourced accounting and tax preparation for small businesses and individuals. Before starting his own CPA firm, Chris spent ten years between forensic accounting and corporate accounting and finance. He has been featured in publications such as the Journal of Accountancy, Accounting Today, AMEX Open Forum, and is the Co-Host for the CPA advisory show. Chris has been selected as one of the "40 Under 40" in the Accounting Profession by CPA Practice Advisor magazine for the years 2019 through 2021. In 2018, Chris was one of only 41 CPAs honored by the American Institute of CPAs (AICPA) as a member of the Leadership Academy’s tenth graduating class. Chris was selected based on his exceptional leadership skills and professional experience for the four-day Leadership Academy program, which he graduated from in October of 2018. 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: “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 Become a Profit & Growth Expert.  Receive the training and skills you need to to offer quality CFO and Advisory services with confidence and competence.  Now is the time to complement your accounting and tax services with an additional income stream. 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 ### Your Ultimate Guide to Outsourcing & Lead Generation w/ Chris Ducker Overview: Your Ultimate Guide to Outsourcing & Lead Generation w/ Chris Ducker Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Chris Ducker Welcome to the latest episode of "Building The Premier Accounting Firm,". In this episode, Roger sits down with entrepreneur, author, and virtual staffing expert, Chris Ducker. Chris takes us through his journey of discovering the benefits of virtual outsourcing, and how it has transformed his businesses. He shares his insights on the key factors to consider when deciding between remote and internal staffing, and provides tips on how to effectively choose between hiring remotely through a company or managing the hiring process yourself. But that's not all! Chris also reveals how to identify the things you should never outsource, and offers valuable advice on generating high-quality leads, and talks about why consistency is the key t success. Plus, he delves into ways to scale your business and much more. Whether you're a seasoned business owner or just starting out, this episode is a must-listen for anyone looking to take their accounting firm to the next level. So, grab a cup of coffee, sit back, and join us as we delve into the world of virtual outsourcing and lead generation. About Our Guest: Chris Ducker Chris Ducker is a serial entrepreneur and author of the bestselling books, Virtual Freedom and more recently, Rise of the Youpreneur.  Based in Cambridge, England, Chris owns and operates several businesses, including the VA recruiting hub, VirtualStaffFinder.com and the personal brand education company Youpreneur.com. He employs over 350 full-time employees around the world and is regarded as one of the top experts in the world on the subjects of virtual staffing and scaling an expert business. Chris has been a trusted international business coach, keynote speaker and podcaster since 2010 and currently spends most of his time mentoring successful entrepreneurs, as well as investing in and advising startup companies. He publishes new training content weekly at ChrisDucker.com and can be followed on Instagram, Facebook, and Twitter. Sponsors: Universal Accounting Center ?        Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: You're just 10 steps away from your own profitable personal brand business! https://chrisducker.com/ Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: ?        “in the BLACK, nine principles to make your business profitable” – e-book For Additional FREE Resources for accounting professionals check out this collection HERE! 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 ### The Key to Bold & Progressive Leadership w/ Mark Cook   Overview: The Key to Bold & Progressive Leadership w/ Mark Cook Your Host: Roger Knecht, president of Universal Accounting Center Guest Name:  Mark S. Cook In this week’s episode of "Building the Premier Accounting Firm", host Roger Knecht welcomes Mark Cook, president of Windfall Partners and five-star keynote speaker. He talks about the lessons he learned as a teenager working at a supermarket and how he later found success in the "business of ideas." He shares the valuable lessons he learned from his mentors and the principles that guide his work. Mark shares his inspiration to start his own business and insights into his Bold Encounters system, which is a unique leadership and problem-solving approach. He also talks about the key traits that define effective leadership and what it takes to become a great leader. Mark offers practical advice for getting "unstuck" as a leader and shares his perspective on the role of tasks in problem-solving. Whether you are an aspiring entrepreneur or a seasoned business leader, this episode is filled with valuable insights and practical tips for building a successful and fulfilling career. Tune in to "Building the Premier Accounting Firm" to hear from Mark Cook and gain new insights into the world of business and leadership. About Our Guest: Mark Cook   Mark Cook is president of Windfall Partners and offers five-star keynotes and consults through a system to lead. Mark and his firm get leaders unstuck and thriving with their teams. After turnarounds as chief executive and tech exits, Mark leads the largest-ever studies of award-winning leaders, a NYT bestseller (Great Work w/ David Sturt). Mark has since extended his research, coaching 4,000 client wins at top brands in over 50 cities. Mark’s Bold Encounters is an advanced system for leading: Powerful steps on a proven path forward Problem-solving skills that beat obstacles fast   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Mark offers brief brainstorming without obligation on priorities, problems, and bold encounters that could help—all at www.WindfallPartners.com.  Just click on the green "Let’s Talk” button. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is  a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:   “in the BLACK, nine principles to make your business profitable” – e-book For Additional FREE Resources for accounting professionals check out this collection HERE! 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 ### Unlocking Business Growth Through Messaging & Niche Targeting w/ Terrell Turner Overview: Unlocking Business Growth Through Messaging & Niche Targeting w/ Terrell Turner   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Terrell Turner Welcome to 'Building the Premier Accounting Firm', where we delve into the success stories of top industry leaders. This week, we're joined by Terrell Turner, an accountant, entrepreneur, and ghostwriter for Fortune 500 executives and companies. Terrell shares his fascinating journey, from his early beginnings in accounting, to his role as a ghostwriter for some of the biggest names in the business world, and his decision to leave the corporate world behind and become an entrepreneur. He'll also reveal the secret to his business growth - the power of communication - and explain why he's targeting law firms as his primary clients. Roger & Terrell also discuss in-house staffing versus outsourcing and how Terrell helps his staff grow with the business, leading to increased loyalty and reduced redundancies. Get ready for an enlightening and thought-provoking episode on 'Building the Premier Accounting Firm' with your host, Roger Knecht. About Our Guest: Terrell Turner Terrell Turner is an accountant by trade but an entrepreneur by passion. He started his career in public accounting but moved through several corporate finance roles, including being what he calls a ghostwriter for fortune 500 executives. In April of 2020 he started the TLTurner Group, a firm focused on providing bookkeeping and CFO services to Law Firms while also hosting 3 different podcasts. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: I would like to tell people about my company's new newsletter called "Profit Secrets" . It's all about taking the lessons learned from big business strategies and breaking them down on a practical-action-based level for small business owners. It's CFO insights for small businesses that can't afford to hire a CFO. Also consider listening to Terrell’s podcasts that he also hosts:  Show for small business owners - "The Stuff Your Accountant Isn't Telling You"  Show for accounting and finance professionals - "The Finance and Accounting Show" Lastly, consider adding to your suite of services that of CFO and Advisory work as a certified  Profit & Growth Expert 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 ### How You Can Be Your Own Bank w/ Sarry Ibrahim Overview: How You Can Be Your Own Bank w/ Sarry Ibrahim Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Sarry Ibrahim In this week's episode, Roger Knecht is joined by Sarry Ibrahim, a financial planner and financial services expert, to discuss the importance of accountants in the accounting industry. Sarry will delve into the ‘Bank On Yourself’ concept and how insurance can be leveraged to outpace inflation. They will also be discussing the key differences between 401Ks and life insurance policies, how to retain your best employees with insurance, the benefits of having a financial planner and accountant working together, and how a financial planner envisions money differently from an accountant. So sit back, grab a pen and paper, and get ready to learn from one of the leading financial experts in the industry. It’s time to take your accounting business to the next level. About Our Guest: Sarry Ibrahim Sarry Ibrahim is financial planner and member of the Bank On Yourself Organization. He helps real estate investors, business owners, and full-time employees grow safe and predictable wealth regardless of market conditionsusing a financial strategy that has been around for over 160 years. Sarry started this journey when he was in grad school completing his MBA. He worked for companies like Allstate, Blue Cross Blue Shield, Cigna Healthspring, and Humana before founding Financial Asset Protection, a financial services firm that focuses on one sole concept; the Bank On Yourself Concept, also known as the Infinite Banking Concept. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Reach out to Sarry Ibrahim and download his e-book at www.thinkinglikeabank.com Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  It is 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. Learn the turnkey process to take your clients from “Red to Black” as the Profit & Growth Expert offering proven CFO & Advisory services. 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 ### Value Pricing, Subscription Pricing & Why You Should Implement Them in Your Business w/ Ron Baker Overview: Value Pricing, Subscription Pricing & Why You Should Implement Them in Your Business w/ Ron Baker Welcome to the ‘Building the Premier Accounting Firm’ podcast, where we bring you insights and thought-provoking discussions from leading industry experts. This week, we have a special episode for you. Our host, Roger Knecht, will be interviewing Ron Baker, the best-selling author and value pricing guru. In this episode, Roger and Ron will delve into the topic of value pricing and its challenges. They’ll discuss what value pricing is and how it differs from traditional pricing models. Additionally, they’ll talk about the hurdles firms face when introducing a value-pricing model, and how to overcome them. Ron shares his invaluable learnings from helping firms implement the value-pricing model and provide actionable insights on how to get started. They also discuss subscription-based pricing, why it’s the future, and how subscription pricing can complement value pricing. They explore how these two models can work together to benefit accounting firms of all sizes. This episode is a must-listen for anyone looking to stay ahead of the curve. So, sit back, relax and get ready to learn from the best. Also subscribe to this podcast to never miss an upload! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Ron Baker About Our Guest Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally—and radio talk show host on the Voice America show: The Soul of Enterprise: Business in the Knowledge Economy. As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995. He is the author of seven best-selling books, including: Professional’s Guide to Value Pricing; The Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional Services, co-authored with Paul Dunn; Implementing Value Pricing: A Radical Business Model for Professional Firms; The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, co-authored with Ed Kless, and his latest book written with Paul Dunn, Time’s Up!: The Subscription Business Model for Professional Firms, was published in November 2022. Ron has toured the world, spreading his value-pricing message to over 250,000 professionals. He has been named on Accounting Today’s 2001 to 2007, and 2011 to 2022, Top 100 Most Influential People in the profession; voted among the Top Ten Most Influential People in the profession in 2012—2022, among other accolades. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a copy of Ron’s book: Time’s Up!: The Subscription Business Model for Professional Firms Also read: The Automatic Customer: Creating a Subscription Business in Any Industry & Built to Sell: Creating a Business That Can Thrive Without You, by John Warrillow www.verasage.com and www.thesoulofenterprise.com   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  It is 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   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 801.265.3777 ### Scaling Your Business Through Workflow Management w/ David Cristello   Overview: Scaling Your Business Through Workflow Management w/ David Cristello In this episode of Building the Premier Accounting Firm, your host Roger Knecht chats with workflow expert David Cristello as they explore the topic of Scaling Your Business Through Workflow Management. They discuss the importance of having a workflow system in place for businesses of all sizes, as it can help streamline operations and increase efficiency. They also delve into how workflow management can aid in scaling a business by creating processes that can be automated, allowing for more time to focus on growth and expansion. Additionally, David touches on the financial risks of hiring without a proper workflow system in place, and how it can lead to unnecessary debt. They also discuss the importance of recession-proofing your business, and how implementing a workflow system can provide a strong foundation for weathering economic downturns. If you are looking for valuable insights and practical tips for utilizing workflow management to scale and strengthen your business, then this episode is for you.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: David Cristello   About Our Guest: David Cristello David Cristello is the Founder and CEO of Jetpack Workflow, an award winning workflow software that helps accounting and bookkeeping firms track recurring client work so nothing falls through the cracks. Since launching Jetpack Workflow, the company has grown to serve over 6,000 professionals in 18+ countries who completed 5M+ client projects on time. In 2020, they reached the Inc5000 list as one of the country's fastest growing private companies. David is also the host of the “Growing Your Firm podcast” (over 725K downloads) and co-authored the best selling book “Double Your Accounting Firm”.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: 2 Week Free Trial of Jetpack Workflow. Click this link to get this https://bit.ly/3QjHi5h Free e-book, 32 Templates Click this link to get this e-book https://bit.ly/3ZffeDZ   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  It is 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   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 ### What to expect when you enroll with Universal Accounting Universal Accounting Center is a comprehensive educational institution that provides its students with the resources and support they need to achieve success in their chosen careers. Their curriculum is designed to meet the needs of each individual student, offering a variety of learning formats to accommodate different learning styles. When you enroll with Universal Accounting School, you can expect to receive a mix of video instruction, reading materials, and hands-on exercises that are designed to help you fully understand and retain the curriculum. The video instruction provides a visual representation of the concepts being taught, while the reading materials serve as a reference and reinforcement of the information. The exercises allow students to put their newfound knowledge into practice, improving their understanding and helping to embed the information in their minds. Universal gives students everything they need to start a bookkeeping business and helpful advice on how to start a tax business. Whether you're looking to advance your career in accounting, shift career paths entirely or start a business of your own, Universal has the training you need to obtain your desired lifestyle. In addition to the training, students will receive guidance and support from several experts who are dedicated to helping them achieve their goals. Each student is assigned an orientation counselor who will be their primary point of contact with the school, answering any questions and helping to guide their journey. An academic coach will provide one-on-one tutoring and help students apply the concepts to real-world situations, while a business coach offers proven practices for finding clients and other practical advice based on their own experiences in the field. Finally, a life coach will be available to help students navigate any personal challenges they may encounter, like dealing with impostor syndrome, to provide support and encouragement as they strive to reach their goals. "Remember this: your success is our success," said Universal Accounting president Roger Knecht. "You can be in business for yourself but not by yourself with Universal." At Universal Accounting Center, the success of each student is a top priority. The school is dedicated to providing students with the resources, support, and guidance they need to build their careers and businesses. Whether you are starting your own business or seeking to advance your career, Universal Accounting Center is here to help you achieve your goals. Universal also offers free courses on personal finance management, landing better employment and a score of e-books. Check out Universal's Free Resources page to learn more. Call now to discuss your future with Universal Accounting at 877-801-8080, or schedule a time to talk when it's convenient for you. ### How to Start a Bookkeeping Business  Overview: How to Start a Bookkeeping Business Start a bookkeeping business can be a lucrative and fulfilling career for those with an aptitude for numbers and attention to detail. Here are the key steps and considerations to start with: Obtain necessary education and certifications: Bookkeepers should have a strong understanding of accounting principles and proficiency in bookkeeping software such as QuickBooks. Universal Accounting Center offers courses on the basics of accounting through a simple framework called Color Accounting. Define your target market: Identify the type of clients you want to serve such as small businesses, non-profit organizations, or individuals. This will help you tailor your services and marketing strategies to meet the specific needs of your target market. Develop a business plan: A business plan outlines your goals, strategies, and expected outcomes. It should include details such as your pricing structure, marketing plan, and financial projections. Universal Accounting Center offers training and coaching on how to price your services, find clients and use your time effectively. This will help you stay focused and on track as you grow your business. Register your business: Choose a business structure (e.g. sole proprietorship, LLC, S-Corp) and register your business with the appropriate government agencies. Obtain necessary licenses and insurance to protect yourself and your clients. Set up your business infrastructure: Establish a professional workspace (online or at a physical office space), invest in necessary equipment and software, and create a system for managing clients and their bookkeeping records. Market your services: Develop a strong online presence through a website and social media accounts. Network with local businesses and organizations to build referral relationships. Offer free consultations to potential clients to showcase your expertise and win their business. Universal Accounting Center recently held a free webinar on how to use automation to attract new clients. Stay current with industry developments: Stay up-to-date on tax laws, accounting principles, and software advancements to provide top-notch services to your clients. Building bookkeeping business requires a combination of education, planning, and marketing skills. With dedication and hard work, you can build a successful bookkeeping business that provides value to your clients and financial stability for yourself. With Universal Accounting Center, you'll be in business for yourself, but not by yourself. Our coaches will help you navigate every bump in the road you encounter. Call 877-801-8080 to find out how, or schedule a consultation when it's convenient for you.O ### How to start a tax business Ready to launch your own tax business? Don't miss out on this opportunity to become your own boss and help clients with their tax needs. With our expert guidance and support, starting a tax business has never been easier. Take the first step towards financial freedom and career fulfillment by starting a tax business today! Starting a tax preparation business can be a rewarding and profitable venture. The following are steps to help you get started: Obtain necessary certifications: To prepare taxes professionally, you need to obtain certifications such as a tax preparer license, or become an enrolled agent, certified public accountant, or attorney. Familiarize yourself with tax laws: Stay updated with changes in tax laws and regulations by taking courses, attending seminars, and reading tax-related materials. Develop a business plan: Create a clear plan for your business, including goals, target market, services offered, marketing strategy, and projected income and expenses. Register your business: Choose a business structure (e.g. sole proprietorship, partnership, LLC, corporation) and register it with the appropriate government agencies. Obtain necessary licenses and permits. Choose a location: Decide on a location for your business, either a physical office or a virtual one, and set up necessary infrastructure and equipment. Build a network: Network with other tax professionals, financial advisors, and potential clients to build your client base. Market your business: Advertise your services through social media, flyers, business cards, and other marketing materials. Offer promotions and discounts to attract new clients. Keep records: Keep detailed records of your income and expenses, as well as client information, to ensure smooth operation of your business and comply with legal requirements. Stay organized: Use software or other tools to manage appointments, client information, and tax preparation tasks. Building a tax business requires dedication, hard work, and a good understanding of tax laws and regulations. With the right tools and approach, you can build a successful business that provides valuable services to clients. Call Universal Accounting Center at 877-801-8080 today to get the training and coaching you need to start your own business, or schedule a time that is convenient for you. ### The Right Way to Approach Staffing for Entrepreneurs w/ Kara Laws Overview: The Right Way to Approach Staffing for Entrepreneurs w/ Kara Laws Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kara Laws In this episode, your host Roger Knecht interviews educator and entrepreneur Kara Laws Kara talks about her 15-year journey as an entrepreneur, and how she started as an educator. They talk about why staffing is often one of the biggest challenges that entrepreneurs face and how entrepreneurs should approach the hiring of new staff. Kara Laws also tells us why sometimes entrepreneurs hold their companies back by failing to bring onboard new hires. This is a great episode for any entrepreneur who is looking to grow their business and wants to learn more about the right way to approach staffing. About Our Guest: Kara Laws Kara Laws is an incredible business educator. She has been an entrepreneur for over 15 years. Kara has built and sold multiple businesses, trained hundreds of business owners, and personally guided businesses through the systems and hiring procedures that got them through COVID. Kara's clients range from start-ups to million-dollar companies. Her business, Launched, was created to help women with the twinkle of entrepreneurship, launch their businesses on solid footing while gaining clear understanding of business management and growth. Her processes, spreadsheets, and unique way of teaching has helped hundreds of owners set their focus, know the next steps, and reach their goals. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Receive the Starting Your Business Checklist. Then make sure you get the Turnkey Business Plan for accounting professionals to build the premier accounting firm.  This is a must have to help you work ON your business and get paid what you are worth. Lastly, be sure to also 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 in your business please visit us at www.universalaccountingschool.com or call us at 8012653777 ### Offering Quality Business Consulting and CFO Advisory Services with UAC Overview: Offering Quality Business Consulting and CFO Advisory Services with UAC   Chief Financial Officers play a crucial role in financial management, forecasting, budgeting, and decision making, and they play a crucial role in maximizing profits and ensuring the long-term success of a business. The best CFOs, however, often benefit from the support of a business advisor who specializes in providing quality CFO services. One of the key tools that a business advisor can use to help CFOs maximize profits is financial modeling. This involves using software and spreadsheets to project the financial performance of a business and to make informed decisions about future investments and expenditures. By using financial modeling, an advisor can help a CFO identify areas where improvements can be made. Financial modeling uses a business' past to project its future, allowing a business advisor to create detailed projections of the financial performance of a business. This involves creating realistic scenarios based on current and historical data. For example, an advisor can use financial modeling to help a CFO identify areas where costs can be reduced, or where revenue can be increased, in order to maximize profits. Another important tool that an advisor can use is data analysis. This involves gathering and analyzing data from various sources, such as financial statements, market trends, and customer feedback, in order to identify patterns and trends that can be used to improve the performance of a business. By using data analysis, an advisor can help a CFO make informed decisions about the future of the business and identify areas where improvements can be made. Data analysis is a powerful tool for business consultants because it can simplify complex business dynamics the CFO is managing. This involves gathering and analyzing data from various sources, such as financial statements, market trends, and customer feedback, in order to identify patterns and trends that can be used to improve the performance of a business. For example, an advisor can use data analysis to help a CFO understand the behavior of customers and identify opportunities for cross-selling and up-selling. To become qualified to offer business consulting and advisory services, one must have a solid understanding of finance, accounting, and business management. A certification in bookkeeping or accounting is typically required, and relevant experience in a business or financial management role is also beneficial. Online training providers like Universal Accounting Center offer a convenient and cost-effective way to obtain the skills and knowledge required to become a business advisor. They offer a range of online courses and certifications in finance, accounting, and business management that can help individuals develop the skills and knowledge required to provide quality CFO services. From the Professional Bookkeeper courses to the Profit and Growth Expert instruction, Universal gives you the training and coaching you need to be able to offer CFO advisory services. There is a great opportunity for individuals who are focused on Offering CFO & advisory services to businesses and help CFOs maximize profits and achieve their goals. To become a qualified business advisor, one must have a solid understanding of finance, accounting, and business management, and online training providers like Universal Accounting Center can provide the skills and knowledge required to provide quality CFO services. Call Universal Accounting Center at 877-801-8080 to learn more, or schedule a time to chat when it's convenient for you. ### Bookkeeping and Tax Preparation Services for Small Business Sustainability Overview: Bookkeeping and Tax Preparation Services for Small Business Sustainability   Small businesses are the backbone of any economy. To ensure their sustainability in the long term, it's crucial for owners to keep accurate records of their financial transactions and to stay compliant with tax laws. Here are the kinds of bookkeeping and tax preparation services that small businesses need and how they can obtain them: Bookkeeping Services Recording Financial Transactions: This involves recording all the financial transactions that occur in a business, such as sales, purchases, and expenses. Bank Reconciliation: This is the process of comparing a business's financial records with its bank statements to make sure that all transactions are recorded accurately. Payroll Management: This includes preparing employee paychecks and withholding taxes, as well as tracking employee vacation and sick time. Financial Statements: This involves preparing balance sheets, income statements, and cash flow statements, which provide a snapshot of a business's financial health. Tax Preparation Services Tax Planning: This involves anticipating a business's tax obligations and strategizing ways to minimize tax liability. Tax Return Preparation: This involves preparing and filing a business's tax returns, including income tax returns and payroll tax returns. Tax Audit Support: This involves providing support during a tax audit, including gathering documents and responding to questions from tax authorities. Obtaining Bookkeeping and Tax Services Hire a Professional: Small business owners can hire a professional bookkeeper or accountant to handle their financial record-keeping and tax preparation. Use Online Tools: There are many online tools available that automate bookkeeping and tax preparation processes, making them easier for business owners to handle themselves. Train Yourself: Small business owners can obtain the training they need to handle their own financial record-keeping and tax preparation through online training providers like Universal Accounting Center. In conclusion, accurate financial record-keeping and tax compliance are essential for the long-term sustainability of small businesses. Business owners have several options for obtaining these services, including hiring a professional, using online tools, or training themselves. By taking the time to understand and implement these services, small business owners can focus on growing their businesses, knowing that their financial and tax obligations are being handled properly. Universal Accounting Center provides the training, coaching, and expertise you need to handle your business' bookkeeping and tax preparation needs through online courses you can complete at your own pace. It starts with the basics of bookkeeping and tax preparation. The center's stable of accounting and marketing experts can help in all phases of small business ownership. Give Universal Accounting a Center a call at 877-801-8080 to discuss what your business needs to thrive today, or schedule a time when it's convenient for you. ### Advancing Your Career in Accounting and Bookkeeping Overview: Advancing Your Career in Accounting and Bookkeeping   As an accounting and bookkeeping professional, it’s important to continuously expand your skills and knowledge in order to progress in your career. Whether you are just starting out or have years of experience, obtaining additional training and certifications can greatly increase your chances of getting promoted. One way to obtain additional training is through online courses offered by training centers like Universal Accounting Center. They offer a variety of courses, including income tax school, bookkeeping training, and courses to become a tax preparer. These courses can be taken at your own pace and in the comfort of your own home, making it easy to fit into your busy schedule. If you're interested in enrolling in income tax school, Universal Accounting Center is a great provider to start expanding your knowledge in accounting and tax preparation. This type of training will teach you how to prepare individual tax returns and assist clients in preparing their own returns. It’s important to be knowledgeable about tax laws and regulations in order to properly advise your clients and ensure their returns are accurate. Bookkeeping training is another important aspect of expanding your skills. With this type of training, you will learn how to properly record transactions, manage accounts, and maintain financial records. This knowledge is essential for every accounting and bookkeeping professional, as it forms the foundation for all financial reporting and analysis. Finally, if you’re interested in becoming a tax preparer, you can take courses specifically designed for this career path. You will learn how to prepare tax returns for individuals, businesses, and non-profit organizations. Additionally, you will gain the knowledge and skills needed to advise clients on tax planning and help them reduce their tax liability. So, why do employees need to obtain additional training or certifications? Employees need to obtain additional training or certifications to stand out from their peers and increase their chances of getting promoted. In a competitive job market, it’s important to have the necessary skills and knowledge to excel in your field. By obtaining additional training, you demonstrate your commitment to your career and your willingness to continuously improve your skills. Another reason to obtain additional training or certifications is to stay up-to-date with the latest laws, regulations, and best practices in the field. This knowledge is essential for providing accurate and efficient services to clients, which can lead to increased business and opportunities for growth. Enrolling in an Income Tax School, Bookkeeping Training, and becoming a Tax Preparer are just a few of the ways you can expand your skills and advance your career in accounting and bookkeeping. With the convenience of online courses, there’s no excuse not to invest in yourself and your future. Consider Universal Accounting Center's online video courses in your pursuit of additional training and certifications to advance your career. Call 877-801-8080 to learn more, or schedule a time to discuss your professional ambitions with Universal Accounting Center that is convenient for you. ### E-Commerce & Tech Versus Accountants, Why It’s Time to Adapt w/ Tom Ruscitti Overview: E-Commerce & Tech Versus Accountants, Why It's Time to Adapt w/ Tom Ruscitti Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Tom Ruscitti The business world is ever-changing, and that means that the accounting industry must change with it. In this episode of Building the Premier Accounting Firm, your host Roger Knecht chats with technology expert and accountant, Tom Ruscitti about the importance of adapting to the e-commerce space and the automation of the accounting industry. Tom Ruscitti has over 35 years of experience bringing solutions to the marketplace, and he shares his insights on why accountants should be taking up e-commerce clients, the challenges that accountants face when managing e-commerce platforms, and how to take advantage of community resources. If you want to learn how to adapt in the evolving world of accounting, then this episode is for you. About Our Guest: Tom Ruscitti Tom Ruscitti has been bringing technology solutions to the marketplace for over 35 years, including roles with Met Life, MICROS, Aloha and Intuit.  He has been working within the Accountant/Bookkeeper ecosystem for 20 years and developed what is now the QuickBooks Solution Provider Program back in the early 2000's while working at Intuit. Sponsors: Universal Accounting Center       Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Bookkeep is offering every partner that becomes a Bookkeep partner through Universal one free subscription (for the life of that client) - so there will be no monthly subscription fees for that client.  Here is the Bookkeep/Universal Landing Page - https://www.bookkeep.com/partners/universal-accounting-school/   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 https://universalaccountingschool.com/growcon-event-page-2023/, 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 ### The Crucial Steps to Take Before Buying an Accounting Business w/ Lee Bowen Overview: The Crucial Steps to Take Before Buying an Accounting Business w/ Lee Bowen Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Lee Bowen Lee Bowen is the owner of Certus Accounting & Tax Services. Prior to starting his own company, Lee was the CFO of a $2 Billion international corporation and has over 20 years of financial operations, strategy development, and leadership experience. In this week’s episode, Lee talks about taking the leap to buying a business after retiring, how he identified the business he wanted to acquire, and why he chose it. He also talks about how he determined what that business was worth, the process of transaction and how the transition process was for the former owner and employees. Lee Bowen also shares his advice for people purchasing a business. About Our Guest: Lee Bowen Lee Bowen is currently the owner of Certus Accounting & Tax Services and has over 20 years of financial operations, strategy development, and leadership experience. Prior to acquiring Certus, he served for three years as the Chief Financial Officer for Young Living Essential Oils where he oversaw financial planning and analysis, fraud management, treasury, banking, internal audit, as well as commissions services, human resources, payroll, tax, and risk management for the organization. His previous experience includes working at Intel Corporation, Deloitte Consulting, an expatriate assignment in Panama as Regional Director of Finance at HILTI, and Director of Financial Planning and Analysis for Nature’s Sunshine. He is also fluent in Spanish. Lee Bowan  earned an MBA and MSIM (Master of Science in Information Management) from Arizona State University and a BS in accounting with a minor in Spanish from Brigham Young University. Lee has been married to his wife, Tricia, for 24 years, and they have four children—three boys and one girl. He enjoys watching his children’s sports competitions, running, playing golf, attending BYU athletic events and plays at the Hale Center Theater, where he serves on the Board. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Train your staff to become Professional Bookkeepers; represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses. QuickBooks, The Professional Bookkeeper’s Guide to QuickBooks is designed to teach anybody how to use QuickBooks. Learn CFO services Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON their business. Universal Business Builder: UBB) program is unique within the accounting profession as it outlines the delivery of quality coaching services to business owners with an accounting emphasis. BizBench, see what you can do to offer your clients benchmarking reports, allowing you to compare each to their industry norms based on their NAISC code using a report that provides actionable insights. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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” – 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 in your business please visit us at www.universalaccountingschool.com or call us at 8012653777 ### Hacking The Cash Flow Game w/ Mike Milan AKA Cash Flow Mike     Overview: Hacking the Cash Flow Game w/ Mike Milan AKA Cash Flow Mike Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mike Milan As business owners, we all know that one of the most important aspects to running a successful business is hacking the cash flow game. Without proper cash flow management, businesses can quickly find themselves in hot water. In this episode, your host Roger Knecht welcomes cash flow expert Mike Milan, AKA Cash Flow Mike. They chat about Mike's journey to becoming a cash flow expert, how you can prevent your business from ‘growing broke’, he explains the concept of the financial gap and how you can shorten it, key concepts from his book 'Don't Be a Dumb Business Owner', and his training program 'The Clear Path to Cash'. If improving your business's cash flow is one of your top goals for 2023, this is the episode for you!     About Our Guest: Mike Milan Mike Milan, AKA Cash Flow Mike, offers expertise in strategic planning, finance, and sales gained over 20+ years of diverse professional experience. In that time, he has developed 14 startups into well-established businesses and earned his nickname “Cash Flow Mike”.  Mike is an army Veteran and has an MBA from Baylor University and mostly known for: Being the author of two books:   The 7 Minute Conversation, and Don’t Be A DUMB Business Owner – both focused on using the financial statements to find hidden cash in your business. He created a financial management training program called The Clear Path To Cash – Its 8 Steps to Maximizing Cash in Any Given Business Situation He has also created several FinTech software products like: CashFlowTool, Finagraph, and Path by Simplex. Mike Milan is also a co-host on the podcast Nobody Told Me with Mike & Blaine – where the focus is on topics and lessons you can only learn by being an entrepreneur. Currently Mike is the business financial specialist behind the brand Cash Flow Mike, where he has a host of ways to help business owners and accountants get grow and keep more cash in their business.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: You can offer to download a free digital copy of my book The 7 Minute Conversation from my website:  cashflowmike.com   Join the FB Group: https://www.facebook.com/groups/theclearpathtocash   BizBench, see what you can do to offer your clients benchmarking reports, allowing you to compare each to their industry norms based on their NAISC code using a report that provides actionable insights. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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” – 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 in your business please visit us at www.universalaccountingschool.com or call us at 8012653777 ### Reflection and Planning w/ Roger Knecht     Overview: Reflection and Planning w/ Roger Knecht Your Host: Roger Knecht, president of Universal Accounting Center At this time of year, it’s important to reflect on lessons learned, experiences, and plans for the future.  Join Roger Knecht, host of Building the Premier Accounting Firm and President of Universal Accounting Center, as he recaps the year, and shares efforts to review the past and plans for the New Year.  This is truly the time to work ON the business. Roger also speaks of the plans for the podcast and what we can expect in the year to come.  Don’t miss this opportunity to apply some important leadership principles in business. Enjoy and here’s to a happy New Year.     About Our Host: Roger Knecht Roger Knecht is the President and CEO of Universal Accounting Center. He is a self-proclaimed workaholic and is passionate about what he does at Universal Accounting Center. He considers himself a God fearing family man that is passionate about helping others accomplish their dreams as accounting professionals. Outside of work, Roger loves spending time with family and friends. First and foremost he is always ready to travel, especially going on cruises, camping or going to his shack in the woods. Lately he’s been introduced by some friends to going off road side-by-side trail biking. Roger also enjoys landscaping, motorbiking, and firearms. In short, Roger Knecht loves the outdoors and enjoys God’s creations.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: As a special and timely offer to our podcast listeners, we have a treat.  These are two programs designed to help you work ON your business.   First, you need a clear vision coupled with a definite plan.  This is your opportunity to enroll for free in: Building Your Vision Board The Turnkey Business Plan for accounting professionals Then you’ll also want to 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 in your business please visit us at www.universalaccountingschool.com or call us at 8012653777 ### Stress Management as an Accountant w/ Randy Crabtree     Overview: Stress Management as an Accounting w/ Randy Crabtree Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Randy Crabtree In this episode, host Roger Knecht chats with the host of ‘The Unique CPA’ podcast, Randy Crabtree as they discuss everything mental health. Randy shares his personal story of dealing with mental health issues after surviving a stroke. They discuss how to deal with work place stress and mental health issues as accountants, controlled versus uncontrolled stress, seeking professional help through therapy, and recognizing your triggers. Finally, they offer some things to help avoid or cope with stress.     About Our Guest: Randy Crabtree Randy Crabtree is the host of his own podcast, ‘The Unique CPA’. It is ranked as one of the top 5% most popular shows in the podcast spectrum. He is also the Co-founder and partner of Tri-merit Specialty Tax Professionals. He is an author, lecturer and the president of a 501C3 stroke survivors empowering each other organization and part owner of an award-winning craft beer and bottle shop in Chicago. In December 2021, he was listed as one to watch in the section of Accounting Today, and is among the 100 most influential people in accounting. In may he was appointed into its tax counsel for a third-year term.   Sponsors: Universal Accounting Center       Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers:   Reach out via Linkedin if you’d like Randy or Roger to present this to a group or association       Randy Crabtree       Roger Knecht   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 ### How to Build Your Business Through LinkedIn w/ Daniel Alfon     Overview: How to Build Your Business Through LinkedIn w/ Daniel Alfon Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Daniel Alfon Daniel Alfon is the author of ‘Build a LinkedIn Profile for Your Business Success’, and a leading authority on LinkedIn. He helps professionals and businesses from all over the world to get the most out of LinkedIn and to use it as a powerful networking tool. In this episode, Daniel shares his vast knowledge of LinkedIn and how it can be used to build your business. He talks about the origin of LinkedIn and how it has evolved over the years, as well as how to create a profile that will make you stand out from the crowd. Daniel Alfon also shares his insights on networking, the Social Selling Index (SSI), and the metrics you should be observing to ensure your business growth. If you want to learn how to use LinkedIn to its full potential, then this is the episode for you!     About Our Guest: Daniel Alfon Daniel Alfon is the author of ‘Build a LinkedIn Profile for Your Business Success.’ He joined LinkedIn in the early 2004 years and publishes articles, interviews, and exclusive content about advanced LinkedIn strategies for clients and subscribers and he has a website dedicated to this.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 in your business please visit us at www.universalaccountingschool.com or call us at 8012653777 ### Building a Business Through Networking w/ Dr. Ivan Misner of BNI     Overview: Building a Business Through Networking w/ Dr. Ivan Misner of BNI Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dr. Ivan Misner Networking is a powerful tool that can help you build your business. But it can be difficult to know where to start, or how to make the most of your networking opportunities. Dr. Ivan Misner is the founder and Chief Visionary Officer of BNI, the world’s largest business networking organization. In this episode of Building The Premier Accounting Firm, host Roger Knecht chats with Dr. Ivan Misner about his journey from building a successful practice to growing BNI into the global organization it is today. Dr. Misner shares his insights on how to build strong relationships, how to network effectively as an introvert, and how to make the most of your networking opportunities. This episode is packed with valuable tips and advice that you can use to grow your business through networking.     About Our Guest: Dr. Ivan Misner Dr. Ivan Misner is the Founder & Chief Visionary Officer of BNI, the world’s largest business networking organization.  Founded in 1985, the organization now has over 10,700 chapters in 76 countries throughout every populated continent of the world.  Last year alone, BNI generated 12.4 million referrals resulting in more than $18.6 billion dollars’ worth of business for its members. Called the “Father of Modern Networking” by both Forbes and CNN, Dr. Misner is considered to be one of the world’s leading experts on business networking and has been a keynote speaker for major corporations and associations throughout the world.  He has been featured in the L.A. Times, Wall Street Journal, and New York Times, as well as numerous TV and radio shows including CNN, the BBC, and The Today Show on NBC. Among his many awards, he has been named “Humanitarian of the Year” by the Red Cross and has been the recipient of the John C. Maxwell Leadership Award.  He is a proud father and husband to his late wife; Elisabeth and he is the Co-Founder of the BNI Charitable Foundation. Dr. Ivan Misner has visited all seven continents having completed an Antarctic expedition in 2021. His next big adventure is to be a future astronaut with Virgin Atlantic.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Find a BNI chapter near you Free resources Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 suggestion 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 ### Discover the Right Way to Repurpose Your Content w/ Kristy Honsvick     Overview: Discover the Right Way to Repurpose Your Content w/ Kristy Honsvick Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kristy Honsvick On this week’s episode of Building the Premier Accounting Firm, your host Roger Knecht chats with Content Repurposing expert Kristy Honsvick about how to get the most from your content strategy. She talks about building 50% of her business through LinkedIn, the online platforms and medium that are best for building a business, and how often you should be posting on these medium. Kristy Honsvick also talks about creating multiple types of content from one piece of content like a blog post or video, the difference between repurposing and reposting, and how to engage and connect with your audience on social media.     About Our Guest: Kirsty Honsvick After working with hundreds of entrepreneurs over the last 9+ years, I know how overwhelming it can be to increase your visibility, create more content, and show up consistently on social media. I also know how integral those things are to creating a thriving business. I help my clients create a forward-facing brand by multiplying the content they are already creating and increasing visibility online. I live in Salt Lake City with my hot husband and 3 kiddos. When I'm not at home, I'm probably in the mountains (#MyHappyPlace) with a true-crime novel and peanut butter M&M's.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: 33 ways to repurpose that you've never thought of (FREE DOWNLOAD)     Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 in your business please visit us at www.universalaccountingschool.com or call us at 8012653777 ### Becoming Profitable Through Networking w/ Networking Guru Kameron Thorne   Overview: Becoming Profitable Through Networking w/ Networking Guru Kameron Thorne In this week’s episode, Roger Knecht interviews Business Networking Institute (BNI) Executive Director and business owner, Kameron Thorne about the power of networking. They talk about how he got into the meth cleaning business, and how he transitioned from business coach to an executive at BNI. Kameron talks about the intricacies of networking; how to network, networking versus marketing, the importance of referrals and much more. He also shares his personal adventures from his meth cleaning business and talks about meeting Bigfoot.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kameron Thorne   About Our Guest: Kameron Thorne Kameron Thorne is the executive director of BNI Utah North Region, a 15-year member of BNI, and a BNI national trainer. He also owns a company called Apple Environment Meth Remover, which is a meth cleanup consulting and product company. He is originally from Utah and has been married to his wife Jennifer for over 30 years. They have four sons and one dog, an American bully named Yeti. In the past, he has also been the vice president of a large resort management company, the CEO of a franchise organization, and a business coach with Action Coach. His hobbies include traveling to wherever there are palm trees, reading, and attending live baseball games. Kameron recently met 21 native Alaskans that claimed they’ve seen Bigfoot during a meth cleanup process.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: As you work ON your business, be sure to consider the Turnkey Business Plan for accounting professionals.  This specifically covers the 3 areas of the business you need to address to become the premier accounting firm in your area and get paid what you are worth. Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 in your business please visit us at www.universalaccountingschool.com or call us at 8012653777 ### Step into the Leadership Mindset w/ Gabriel Stiritz Overview: Step into the Leadership Mindset w/ Gabriel Stiritz In this episode of Building The Premier Accounting Firm, Your host Roger Knecht interviews Sanford Law Firm CFO Gabriel Stiritz, on leadership and other important topics to help us grow the premier accounting firm. Gabriel shares his journey to becoming CFO at a law firm despite having graduated with a BFA in photography. He also tells us about EOS (Entrepreneurial Operating System) and its best practices. Further, they discuss Technology and its place in business; creating processes and automating them. Gabriel also shares the challenges he has faced as a CFO running business and advice to young entrepreneurs.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Gabriel Stiritz About Our Guest: Gabriel Stiritz Gabriel serves as the CFO for Sanford Law Firm. He is an experienced entrepreneur with a unique professional background that includes photography, fundraising, and operations. Gabriel graduated from the Savannah College of Art and Design (SCAD) in 2011 with a BFA in photography. He subsequently spent 8 years working at New City Kids, a nonprofit headquartered in Jersey City, NJ.   Gabriel’s role spanned communications, events, major gifts, and operations. During his time with the organization, New City Kids grew from $900,000 to $3.5M annual budget, serving youth in 5 locations in 3 cities. After serving as operations director for New City Kids, Gabriel joined the team at Sanford Law Firm as CFO.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers:   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 in your business please visit us at www.universalaccountingschool.com or call us at 8012653777 ### Why You Should Build Your Business With An Exit Strategy w/ Christine Nicholson Overview: Why You Should Build Your Business With An Exit Strategy w/ Christine Nicholson An exit strategy is vital for any business, yet so many entrepreneurs don't have one. In this episode, your podcast host Roger Knecht chats with multi-award-winning UK Business Mentor and author Christine Nicholson about the importance of building a business with an exit strategy in mind. They discuss various exit strategy options including and shockingly, selling the business to your employees. The also discuss the accountant's role in creating a business ready for exit as well as the things that will impact the valuation of your business. Christine talks about her four horsemen of the apocalypse a.k.a the eventualities that could force you to leave your business and how entrepreneurs can navigate life after exiting their businesses.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Christine Nicholson About Our Guest: Christine Nicholson Christine is a multi award-winning UK Business Mentor and a Top 50 Woman in Accounting 2022. She has authored 4 business books and is a regular keynote speaker on Succession and Exit Planning. As a businesswoman who has built multi-million turnover businesses over the last 30 years, she has worked with many business owners in all sectors including taking one from bankruptcy to 8-figure exit in 18 months. She has spent a few years accidentally running a zoo! Her latest book, SELL IT, helps business owners get their business and themselves ready for the hardest part of the entrepreneur journey, leaving their business in the hands of others. She sits as a Court Assistant of the Company of Entrepreneurs of the City of London where she lead a co-mentoring project with the Culture Mile working with amazing and powerfully impactful creatives.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: In addition to the quality services you offer you should consider becoming a Profit & Growth Expert.  Take another step to improve your client relationships, retention and generate additional revenue as a trusted strategic advisor to your clients.  This new engagement complements the traditional services you already offer with an effective CFO & Advisory engagement following the principles taught in the Universal Business Builder program.   Are you stuck in the day-to-day of your business with no time to plan for the future?  Discover how you can make your business worth more AND avoid leaving money on the table when you come to sell.  TAKE THE QUIZ to get your personalized report. It’s FREE and only takes 3 minutes. You’ll see your score instantly.  Also check out other related resources here: https://www.businessmentoruk.com/ Lastly, as you run your business you need to assess what is going well and what needs your attention and there's no better way to do this than to request your FREE Business Score.  See what are the 8 Drivers that determine the value of your business and how they apply to your company. And don’t forget to have a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 in your business please visit us at www.universalaccountingschool.com or call us at 8012653777 ### Double Your Income While Working Half the Time w/ Loren Fogelman ? Overview: Double Your Income While Working Half the Time w/ Loren Fogelman Are you working hard but not seeing the results you want? We’ve all been there. But what if I told you there is a way to double your income while working half the time? In this episode of Building the Premier Accounting Firm, your host Roger Knecht interviews business coach Loren Fogelman as they discuss the different pricing models; fixed fees pricing, hourly rate, menu-based pricing, revenue-based pricing and value-based pricing. They also talk about why it is important for accountants who would like to be paid what they are worth should consider switching to the value-based pricing model. Loren shares her insights and real-life examples of how this pricing model has helped her clients be more efficient with their time and improve their bottom line. If you’re ready to learn how to get paid what you’re worth, this episode is for you!   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Loren Fogelman About Our Guest: Loren Fogelman Loren Fogelman is a keynote speaker and one of America’s top ranked business coaches.  From 2018 to 2022, Loren's has steadily been recognized by HubSpot in its annual list of the world’s top 22 business coaches. She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences. Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling Revenues. She’s a regular contributor to Intuit’s Firm of the Future series, Accounting Web and the author of two Amazon best-seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success   Sponsors: Universal Accounting Center       Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Take advantage of this opportunity to see how to move from hourly to value pricing.  This is a Step-by-Step Free Resource that you don’t want to miss.  Receive these 10 Steps to package and price your services with more confidence. Also, there is an effective way to nurture and sell accounting services.  It begins with Selling with Confidence, the proper way to nurture your relationship and have them see you as the expert.  And then there is the process of inexpensively growing your business with the clients you deserve when you Strategically Sell your services.  In fact, much of this is based on the principle found in the Cut to the Chase model that has been used by accounting professionals for years to comfortably convert business owners to new clients. Lastly, don’t forget to get your FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 in your business please visit us at www.universalaccountingschool.com or call us at 8012653777 ### From Rock n Roll to Real Estate Accountant & Advisor w/ Ben Day Overview: From Rock n Roll to Real Estate Accountant & Advisor w/ Ben Day In today’s business world, for an accounterpreneur it’s not enough to be a good accountant to achieve success – you need to be a great business advisor. On this episode, Roger interviews real estate accountant and advisor, Ben Day, as they talk about how he navigates the ever-changing landscape of the real estate industry. Ben’s shares his journey and how setting himself free from employment inspired him to start his own venture, focusing on real estate He talks about how niching into the real estate industry was a game-changer for his accounting business allowing him to scale his business quickly and efficiently. Ben opens up about why he works with off-shore talent and how working with a team has allowed him to step into the advisory space.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Ben Day About Our Guest: Ben Day Ben Day founded Lionshare Bookkeeping in 2017 with a simple goal - to make enough money for a down payment on a house that would kickstart his real estate investing journey. Today, Ben and his team help over a hundred real estate teams get their finances straight every month. Ben has taken the lessons he's learned along the way and packaged them together into his group coaching program - Built By Bookkeepers - which helps established bookkeeping professionals grow their own highly effective businesses by leveraging what Ben refers to as the Bookkeeping CEO Blueprint. Ben has served as CFO of a nine-figure real estate conglomerate with teams dedicated to underwriting, acquisition, lending, construction, property & asset management, and disposition. In addition to being a bookkeeping professional and coach, Ben is a real estate investor, a musician, a self proclaimed "beer snob", and generally tries to do too many things at the same time.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: If you'd like to learn more about Built By Bookkeepers, feel free to head to their website, where you can find out more about the Bookkeeping CEO Blueprint, download the free Roadmap to Scaling a Bookkeeping Team, and sign up for some 1-on-1 time with Ben to get some advice on what you should be focusing on next in your business. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 suggestion 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 ### Overcoming The Fear Of Exam Failure w/ Sabine Charles ? Overview: Overcoming The Fear Of Exam Failure w/ Sabine Charles On this episode, Roger engages author, CEO and Founder of Charles Financial Strategies LLC, Sabine Charles, who also happens to be an exam success expert. They talk about how as accountants we can overcome that fear of exams so we can finally achieve the certifications that would set as apart from the competition. Sabine shares her story from majoring in French & Spanish to becoming an accountant and also her journey to becoming an entrepreneur. She talks about how she ended up creating her own study techniques after failing her exams time and time again. They go deep into the reasons why people fail their exams as well as the strategies we can use for studying and preparing for exams. As an entrepreneur herself, Sabine shares the lessons she’s learned from starting her own business, how she’s managed to achieve a work-life balance, and some of her time management techniques. She also shares her greatest achievements and advice to us as accounting professionals   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dr. Sabine Charles About Our Guest: Sabine Charles Sabine Charles is an entrepreneur, motivational speaker, board advisor, author, and exam-prep expert.  Sabine has over 20 years of experience as an Executive Audit Director.  She has proven leadership and results-driven success advising fortune 500 senior executives in Internal Audit Controls, Business Risk, Fraud Investigation and Operational Auditing.  Her Big 4-background contributes to her expertise in building financial infrastructure, and refining audit systems that improve productivity, reduce cost, and stimulate growth.  She has a broad range of knowledge in global operational and information technology audits, investigations, as well as accounting in financial services and higher education industries.  Sabine is regarded as an extraordinary communicator, fluent in 5 languages with the ability to engage globally at all levels.  Considered an industry expert and highly effective at coaching and motivating individuals to perform at their fullest potential, she is a highly sought-after guest speaker for conferences, workshops, business meetings, podcasts and lectures. Some of her previous places of employment include Deloitte, Citibank, and American Express. Sabine is CEO and Founder of Charles Financial Strategies LLC, which is a certified Minority-Owned and Woman-Owned business. The firm was founded in 2011 on the principles for developing and delivering high-quality assurance services, risk management assessments and corporate training programs. Through TAPA Institute (Transformational Audit Practitioner Apprenticeship) a division of Charles Financial Strategies LLC, Sabine teaches professionals how to learn to pass certification exams. Sabine is a published author. Her first book, Cracking the Code: Techniques for Certification Exam Success features clear and concise techniques to maximize productivity and optimize a professional’s time when preparing for certification exams.  Her newest book, The CPA Doctor and the Certification Superpowers is hot off the press and combines comic-image storytelling with audit concepts.  Additionally, Sabine has a published article, Enhancing the Internal Audit Activity Through Emotional Intelligence - Association of College & University Auditors.   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 15 consultation which can be scheduled from her website tapainstitute.com  Also check out her summits: https://www.tapainstitute.com/summits   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 suggestion 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 ### Understanding Sales Tax; The Margin Killer for New & Old Businesses w/ Jason Parr ? Overview: Understanding Sales Tax; The Margin Killer for New & Old Businesses w/ Jason Parr On this week’s episode, Roger chats with sales tax professional Jason Parr on everything we need to know as accountants about this fabled margin killer. Jason starts by sharing his story of how he started out as an accountant, from dreaming of becoming an Engineer but instead working at an accounting firm and now running and becoming President & CEO of an accounting firm. Jason shares why he niched into sales tax and why it is important that as accountants for new and old businesses, understand sales tax in the new world of online sales. He also shares some nuggets of knowledge that accounting professionals should be aware of in regard to sales tax as well as how you can know if your client is compliant. Jason also drops some advice for accountants on how to help their clients who are facing this issue.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jason Parr About Our Guest: Jason Parr “Parr” is where the buck stops at Peisner Johnson. And it’s a good thing he’s been with the firm for almost 25 years. It takes that kind of deep experience in all the services we perform to make sure we have the right people with the right clients to drive the results our clients deserve. Parr lives in Dallas, and he and his wife have 6 children and 12 grandchildren. He enjoys golf, racquetball, ultimate frisbee, and a new favorite that’s popular at their St George, UT Office: Pickle Ball.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: What’s Next Call – Sales Tax Q&A Your ‘What’s Next’ call is absolutely free, and it’s meant to be a consultative discovery call. We learn about you and your business operations, you learn about us, we answer questions you have, and provide you with important details related to nexus, taxability, and how to become compliant. It’s not a sales call (though you might very well be interested in what we can do to offer you peace of mind). We’re perfectly happy if you leave this call educated on the issues, but don’t need our help. We want you to be confident on your next steps, with or without us. A free consultation where you talk to a sales tax practitioner and not a sales rep – that’s a ‘What’s Next’ call. Give us a try for some peace of mind. https://peisnerjohnson.com/whats-next/   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 Are you ready to turn your passion for numbers into a profitable business? Start a tax business and become a trusted advisor for individuals and small businesses. With our proven training program and ongoing support, you'll have everything you need to build a successful career. Don't wait any longer - start a tax business and take control of your financial future today! 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 ### What is the CFO’s Role In The Business & Becoming The Outsourced CFO w/ Adam Lean ? Overview: What is the CFO’s Role In The Business & Becoming The Outsourced CFO w/ Adam Lean So, you want to become a CFO or you’re thinking adding CFO advisory services to your firm’s list of services, but what exactly is a CFO and what do they do? This week Roger chats with Adam Lean, co-founder of TheCFOProject.org, who has also had experience building and selling companies, as they discuss about what a CFO is and what it means about Offering CFO & advisory services. Adam shares his story of how he got into accounting and then into business, building up his e-commerce business at the start of the internet age to where he was making a million dollars in sales. Adam says his accounting background and his knack of understanding numbers was key to the success of his businesses. This then led him to offering his services as an outsourced CFO for smaller businesses. He goes into detail as to what it actually means to be a CFO, why businesses need a CFO and why accountants and bookkeepers should consider becoming one. He also shares how you can get started becoming or offering CFO services and how you can convince your clients they need the service. Adam also shares details about his membership program.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Adam Lean About Our Guest: Adam Lean Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners he realized his passion was teaching and providing tools to business owners to help them make more money and have peace of mind. Adam lives in Jacksonville, FL with his wife, Holly, and their Great Pyrenees dog, Cooper. TheCFOProject.org is a leader in training financial professionals on offering an outsourced CFO service. Through our exclusive membership program, we provide training, community and support to accountants, CPAs, bookkeepers and other financial professionals who have a heart for helping business owners improve their businesses.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Become a certified CFO with the Universal Business Builder Program and Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON their business. 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 ### The Steps You Need to Take When Buying An Accounting Firm w/ Patrick Dichter ?? Overview: The Steps You Need to Take When Buying An Accounting Firm w/ Patrick Dichter Ever thought about getting into the accounting business? Where would you start? One solution could be buying an already established business to save yourself the trouble of starting up. This week Roger sits with Patrick Dichter, who is the new owner of Appletree Business Services bought in late 2021. Patrick shares his journey and experience buying an accounting firm, having come from a non-accounting background. He talks about the steps he took as he was buying the firm and also how he went about valuing Appletree before buying. Patrick also talks about how he was able to introduce CFO, advisor and coaching services, which was a game changer to his bottom line, bringing in tens of thousands more in profit. He also explains why Appletree bundles their bookkeeping and tax services as a way of offering more to it’s clients.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Patrick Dichter  About Our Guest: Patrick Dichter Patrick has been helping small businesses grow for +10 years. He kept seeing the need for better bookkeeping and cash flow management. In late 2021 he purchased Appletree Business Services - a quality bookkeeping and tax firm focused on small business. He enjoys partnering with owners to hit their goals and get their lives back. Patrick holds an MBA from University of Denver and is a self-proclaimed ‘business geek.’ He lives in New England with my amazing wife, Brie, and our three young sons. I’m a true business geek with a fly fishing addiction.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: As part of the discussion Roger and Patrick brought up the community and they briefly mentioned PASBA, the Professional Association of Small Business Accountants. Patrick is offering a free financial growth analysis - 1 hour to identify the 5 profit and growth metrics in your small business that aren't in your current bookkeeping and financial reports.  Go HERE to schedule a time that is convenient for you. Also, get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 suggestion 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 ### Why Accounting Firms Are Now The Number 1 Target For Scammers w/ Tyler Otto   Overview: Why Accounting Firms Are Now The Number 1 Target For Scammers w/ Tyler Otto This week, we see the return of Specialty Bookkeeping, LLC owner Tyler Otto as he and Roger talk about why accounting firms are now among the top targets of scammers. Having hired a professional cybersecurity firm himself, Tyler shares his experience and why he decided to hire professionals to guarantee his security and his remote working employees. Tyler also shares a case study of a popular cashier’s cheque fraud as well as some tell-tale signs that you are being scammed. They also discuss 2-step factor authentication and other top security measures to protect yourself and why it is important to have standard operating procedures for yourself and employees to protect your client information.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Tyler Otto About Our Guest: Tyler Otto Tyler Otto along with his wife Karen are the owners of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify clients’ financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry, where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020. His primary focuses include database architecture, Visual Basic scripting, forecasting, budgeting, and data mining. His recent activities include performing large financial system migrations for several companies spanning the hospitality to the construction industry. Tyler has a passion for team development and promoting fun and collaborative cultures. He believes that a dedication to continuous improvement and learning is the backbone of any successful venture. He loves helping clients make more money. His career has been focused on serving as a financial analyst and business partner, helping business managers make strategic decisions that will grow their businesses for years to come. Tyler is a fanatic about making new relationships and collaborating with others on large projects. He lives in Salt Lake City, Utah with his wife Karen and two children. When he’s not geeking out in Visual Basic, he’s found in the woodshop doing any number of woodworking projects or on his road bike.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Be sure to connect with Tyler on LinkedIn   Also, follow Tyler on social media for more information and a weekly dad joke! www.instagram.com/specialtybk www.linkedin.com/company/specialtybk Lastly, be sure to get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 suggestion 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 ### Asking Questions For Better Communication With Your Clients w/ Will Hill   Overview: Asking Questions For Better Communication With Your Clients w/ Will Hill On this week’s episode, Roger has a chat with Will Hill; financial services consultant, CEO and founder of Will Hill Consultants LLC on various topics.   They talk about how accountants can communicate effectively with clients, client retention as well as how to build and maintain client relationships.   Will also explains the differences between Accounting and Advisory services as he also goes deep into what CFO services are. He also talks about how accountants can offer more value to clients by creating bundled offers.   Your Host: Roger Knecht, president of Universal Accounting Center   Guest Name: William Hill About Our Guest: Will Hill Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession - which Will has been serving since 2001. Through his 20+ years in the profession, Will has taught countless classes on firm management, change management, and advisory services. His travels to implement software and perform business workflow consulting have taken him to over 400 firm offices to work directly with firm owners and their team members. Known for his combination of creativity and practicality, Will brings his passion to each article, webinar, podcast or coaching engagement he embarks upon. In 2021 Will was named by Accounting Today in their “Top 100 Most Influential People in Accounting” list. Will has also twice been recognized by the CPA Practice Advisor in the “Under 40” lists (sadly, no longer eligible for any ‘Under 40’ awards).   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Book an appointment to meet with William LinkedIn: https://www.linkedin.com/in/wghill/ Email: Will@willhillconsults.com Website: https://willhillconsults.com/ Book an appointment: https://calendly.com/willhillconsults/30-min-conversation Color Accounting: is designed to make it easier to learn the fundamentals of accounting. It is an augmentation to the process that you know so well. https://universalaccountingschool.com/color-accounting-ca/   Advisory Services: Offer CFO & Advisory services with confidence following a proven process. Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON their business https://universalaccountingschool.com/cfo-advisory-services/   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 suggestion 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 ### Achieving Growth and Prosperity For Your Business With Scalability w/ Brad Fisher Overview: Achieving Growth and Prosperity for Your Business With Scalability This week, Roger sits down with author and scalability expert Brad Fisher as they talk about everything scalability. Brad introduces the concept of scalability, what it is and what it can accomplish for your business. He also talks about the key difference between scalability and automating your business. Brad and Roger also talk about what the six scalabilities are, how entrepreneurs can be scalable, among many other topics. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Brad Fisher Brad Fisher works with business leaders who want to unlock the long-term potential of their companies and their families. He speaks and writes about scalability, leadership, and family business matters. He recently published a book called Family Business Abundance. Brad is the co-founder and Managing Partner of The Scalability Leadership Group (SLG). His company works primarily with Growth Stage Companies that want to streamline their operations and enhance their results. He has devoted most of his career to entrepreneurship in the business-to-business, technology, healthcare, family business, and private equity investment arenas. Brad has built, acquired, and consulted with many companies during his career across a wide range of industries. He calls himself a Transformationalist, and he loves taking organizations to the next level. Brad Fisher received an M.B.A. from Stanford University and a B.S. in Economics from the University of Minnesota. He serves as a board member of several fine companies and non-profit institutions. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Contact Brad for a strategy call at brad@scalableleadership.com And don’t forget to have a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Creating Boundaries With Your Clients w/ Reanna Ritter Overview: Creating Boundaries With Your Clients w/ Reanna Ritter Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Reanna Ritter In this week’s episode, Roger links up with a fellow accounterpreneur, Reanna Ritter as they have an intricate chat about running an accounting business. Reanna opens up about what drew her into accounting, how she started off her career eventually starting her own business. She talks about her journey as an accounterpreneur , the challenges she has faced and the false beliefs she had to overcome while running her business. She talks about why she chose to outsource her staff offshore rather than locally as well as the advantages and challenges of doing so. Reanna also shares her bad experiences dealing with some of her clients and why it was essential for her to create boundaries. She says that she turned to a coach who helped her improve both personally as well as how she was running her business day to day. About Our Guest: Reanna Ritter Reanna Ritter the owner and founder of Ritter Accounting & Consulting. Ritter Accounting & Consulting provides outsourced accounting solutions to small and midsize companies, looking for accurate, timely and relevant visibility into their financial performance, while saving time and money on non-value-added activities. Reanna is born and raised in beautiful South Lake Tahoe. She began working at the age of 15 and put herself through college earning a Bachelor of Science Degree in Accounting in 2012, and a Master of Business Administration in 2017. Her goal is to help small to mid-size companies improve their customer and employee experiences as well as increase profit. She enjoys hiking, golf, swimming, camping, traveling, theme parks, singing, dancing and spending time with her friends and family, and exploring the wine country. She lives in La Quinta, California with her husband and two children. Sponsors: Universal Accounting Center       Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:       Profit First E-Book       “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 suggestion 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 801.265.3777 ### Systemize Your Business & Free Yourself w/ David Jenyns   Overview: Systemize Your Business & Free Yourself   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: David Jenyns   As an entrepreneur, you are the visionary for your business. You are the one who comes up with the ideas and who sets the direction for the business. But as your business grows, you can’t be the one who is doing everything. You need to delegate and systemize your business so that it can run without you. On this week’s episode, Roger chats with Systemology expert David Jenyns on the importance of systematize your business and the benefits it could have for your enterprise. Systemizing your business is key to long term success. When you have a system in place, you can train your employees how to solve their own problems and stop over-reliance on the entrepreneur. You can also build your business to be a self-sustaining, living, breathing entity, so that the business can run autonomously from you (the owner) and key employees. David also goes into intricate details on the 7 steps you should take as you systematize your business as well as key principles from his book.   About Our Guest: David Jenyns   In 2016, David successfully systemized himself out of his business, one of Australia’s most trusted digital agencies, Melbourne SEO. Through this process he became a systems devotee – founding systemHUB & SYSTEMology. Today, his mission is to free all business owners worldwide from the daily operations of running their business.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Get Critical Client Flow Template http://systemology.com/resources Learn more of Systemology HERE   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Niching In Accounting & Tax w/ Randy Crabtree   Overview: Niching In Accounting & Tax   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Randy Crabtree   In this week's episode, join Roger as he sits down with tax preparation and planning expert Randy Crabtree. They dive deep into the distinctions between tax preparation and tax planning, shedding light on how accountants can enhance their value by assisting clients in maximizing tax savings. Discover the key disparities between tax credits and tax deductions, and how understanding these differences can empower you to provide optimal guidance to your clients. If you're an accountant looking to level up your skills and expertise in tax preparation and planning, consider enrolling in comprehensive tax preparer training. Equip yourself with the knowledge and strategies needed to excel in this dynamic field. Don't miss this insightful episode and take the first step towards unlocking new opportunities as a skilled tax preparer. They also talk about staffing; how you can now only draw in but retain your employees, , niching and how to develop your own niche, mental health issues among other topics.   About Our Guest: Randy Crabtree   Randy Crabtree is the host of his own podcast, ‘The Unique CPA’. It is ranked as one of the top 5% most popular shows in the podcast spectrum. He is also the Co-founder and partner of Tri-merit Specialty Tax Professionals. He’s is an author, lecturer and the president of a 501C3 stroke survivors empowering each other organization and part owner of an award-winning craft beer and bottle shop in Chicago. In December 2021, he was listed as one to watch in the section of Accounting Today, and is among the 100 most influential people in accounting. In may he was appointed into its tax counsel for a third-year term.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: https://tri-merit.com/   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 suggestion 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 801.265.3777 ### Should You Have An Exit Strategy For Your Business? w/ Scott Snider   Overview: Should You Have An Exit Strategy For Your Business?   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Scott Snider   This week, Roger chats with Scott Snider, President of the Exit Planning Institute (EPI) about planning your exit from a business venture. In their conversation, they answer the all-important but dreaded question; ‘Should you have an exit strategy for your business?’. Scott also shares tips on how business owners can increase the value of their businesses whether they are planning for an exit or not. He also shares valuable insight as to why he believes ‘Exit Strategy is Business Strategy’. They also break down the role accountants can and should play when it comes to preparing their clients for an exit among other informative topics.   About Our Guest: Scott Snider   Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. Scott is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. He launched his first business at the age of 17. At 24, he sold to a strategic buyer (his first “exit”) and joined his father, Chris Snider, in private exit planning and M&A firm Aspire Management. With their passion for business strategy and serving owners and advisors alike, Scott and his father Chris purchased the Exit Planning Institute (EPI), introduced the Value Acceleration Methodology, wrote an award-winning book called Walking to Destiny, and effectively increased the business size by 10x. As an exited business owner himself, Scott’s passion is helping business owners create significant companies while aligning their personal financial plans and helping the owner find and tap their personal purpose. He and his EPI team achieve this through educating professional advisors who surround the business owner during this journey. Creating not only significant companies but significant teams and outcomes. Outside of business, Scott is active inside his community. He serves on various boards and was a former professional indoor soccer player and team owner in the Major Arena Soccer League (MASL).   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers:  Check out the Exit Planning Institute Chapters   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 suggestion 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 801.265.3777 ### Enhancing Your Financial Storytelling For Better Business Decision-Making w/ Justin Hatch   Overview: Enhancing Your Financial Storytelling For Better Business Decision-Making   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Justin Hatch   Justin Hatch, CEO of Reach Reporting, explains the importance of reporting and how accountants and advisors can use reports to expand their business and clientele. Justin discusses the founding of Reach Reporting and how the software has managed to fill a gap in the market by catering to the needs of accountants. He also outlines the advantages Reach Reporting has for accountants, such as helping them make the transition from traditional to advisory accounting.   About Our Guest: Justin Hatch   Justin Hatch is the co-founder and CEO of Reach Reporting. Justin is an industry expert in business management, specializing in software development and financial reporting. He freely shares his rich entrepreneurial experiences to help others succeed.   Justin's passion lies in providing accountants and business owners the tools they need to uncover and understand valuable insight buried in the rows and columns of financial statements. As a business owner, Justin knows how essential it is to understand a business's finances in order to sell a business, acquire investors, or create a solid business strategy.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take advantage of 30% off of all our packages for the first 6 months with code UNIVERSALACCOUNTING30 (pronounced: universal-accounting-30) - https://reachreporting.com/dashboards-3?podcast Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 801.265.3777 ### Overcoming Objections and How to Negotiate w/ Michelle Weinstein   Overview: Overcoming Objections and How to Negotiate   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Michelle Weinstein   This week Roger invites back to the show, ‘The Pitch Queen’ Michelle Weinstein for a hard-hitting and informative conversation. Michelle goes in-depth as she explains what marketing is, and the differences between marketing and sales including how and when marketing turns into sales. She also explains why we should never negotiate or lower our prices under any circumstances and talks about the different types of objections we might face and how we can overcome them and increase our closing rates. She also talks about her experience working with the Suicide Hotline and she explains how we should help a loved one or anyone who is in a dark place in their lives. Michelle also shares some resources we or our loved ones could reach out to when we are in that dark place.   About Our Guest: Michelle Weinstein   Michelle is the founder of The Abundant Accountant and helps accountants to grow their firms to 7-figures and beyond by making selling FUN. She has successfully trained accountants, CPAs, EAs, bookkeepers, and other financial professionals how to charge higher fees and double their firm revenue.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Charge top dollar for your services www.chargehigherfees.com Book: Never split the difference Get the sales training built specifically for accounting professionals so that you can Sell with Confidence by applying the principles of Strategic Selling.  Take a moment and download this overview of the process with this Cut to the Chase pdf 988 Suicide & Crisis Lifeline The resources and information on this page are designed to help states, territories, tribes, mental health and substance use disorder professionals, and others looking for information on understanding the background, history, funding opportunities, and implementation resources for strengthening suicide prevention and mental health crisis services. Podcast, before you kill yourself   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 801.265.3777 ### How to Simplify Accounting Concepts to Better Communicate with Your Clients w/ Anish Baheti   Overview: How to Simplify Accounting Concepts to Better Communicate with Your Clients   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Anish Baheti   This week Roger has a fun and compelling conversation with accountant and author Anish Baheti. Anish shares his journey of becoming an author and why he is now an educator who seeks to simplify complex concepts to his students. Anish shares how he managed to simplify Accounting concepts using a card deck and how accountants could use the same card trick with their clients and as a result stand out and help their clients feel comfortable with accounting. Roger and Anish also share their journey’s to finding their purpose and why it is important for all of us to find our purpose in life.   About Our Guest: Anish Baheti   Inspirational Keynote Speaker, Anish Baheti is an award-winning author and a purpose coach to professionals of all walks of life. He’s often heard saying that God has been kind in showering him with two skills – Simplifying the Complex and Inspiring the Uninspired. As the Founder and CEO of Train My Brain® (IND) & Concepts Coach® (AUS), Anish has delivered thousands of entertaining, energizing, and engaging sessions. Helping educational institutions, corporate offices, entrepreneurs, teachers, students, and athletes alike, Anish has formed a lasting presence in the world of life improvement. Anish is passionate about simplifying the complex by creating an experiential learning deck of 52 cards, making meaningful interactions with the audience, and helping them connect the dots, all of which make him a much sought-after speaker. Listeners love his bite-sized practical strategies that they can apply both personally and professionally. Anish shows each participant how to delve deep into oneself and reconnect with what matters most, so they can lead a life by design and not by default. His signature program, The Life Deck® (52 cards from 'needs' to 'purpose') captures the journey from self-inquiry to self-realization beautifully and can be implemented by anyone in a self-paced way. The Numbers Deck® is another fun program to teach Accounting to Non-Accountants in less than 90 minutes just by making them play with a deck of 52-Cards. After spending his early life in India, Anish lived in Australia, becoming familiar with reliable, lasting brands as their success became his own. Not all victories were immediate, however. His life has dealt him many challenges, but now that he can reflect, his growth and success are more rewarding than he had ever imagined. His life’s journey has now brought him to a place where he can help others overcome their struggles and have the life they dream of. He has a limitless appetite for helping others maximize their potential and his work continues to touch audiences from every walk of life. Anish earned his Chartered Accountant degree from ICAI and his MBA from the University of Technology, Sydney. He’s also a Certified Life Coach from Australia and a Certified Brain Mapping Practitioner from the UK. Anish’s honors include winning the Outstanding Leadership Award in Las Vegas USA in 2022, being voted as one of the winners of the Education and Training Award in Australia and has been named to BW Education 40Under40 list in 2020. Train My Brain® has also won the Best Companies Award in Dubai UAE in 2022.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: For listening to this episode Anish is sharing with us his online training for which is the Accounting for Non-Accountants (on-demand video course) using a deck of 52-Cards.  It’s The Numbers Deck which can be found HERE.  Go now and save 25%. In addition, you’ll also want to experience Color Accounting. This course is helps individuals learn the accounting model in a fun interactive way.  It is used by both accounting professionals and business management to understand and communicate more effectively when it comes to discussing the language of business.   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 suggestion 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 801.265.3777 ### Buying and Evaluating A Business w/ John Briggs   Overview: Buying and Evaluating A Business   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: John Briggs   In this special video episode, Roger Knecht speaks to John Biggs, the founder of Incite Tax and the author of Profit First For Microgyms. Biggs shares his journey starting his business. From his experience, he discusses the challenges that business owners face regarding their finances. Having overcome these challenges, Biggs shared solutions, breaks myths surrounding taxes and offers tips on how to interpret the numbers in business. He also shares tips on how to be productive and not burnout so you attain a work-life balance   About Our Guest: John Briggs   John Briggs is the founder of Incite Tax and the author of Profit First For Microgyms. His theme is, "The IRS Sucks", and business owners should keep more of their money to build long-term wealth. He has built an amazing team of Nontraditional accountants to help combat the IRS bullying. Through his 12+ years of Entrepreneurship he has learned that achieving a highly pro?table business can be overwhelming, particularly with all the barriers and unknowns that new owners are forced to deal with. Entrepreneurs can quickly become stressed and burnt out, and often sadly give up on the mission that they set out for.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: For those accountants that love serving clients but don’t love the back-end business side of running a firm, Incite has a unique model that lets accountants enjoy the benefits of being a business owner without the headache. Watch this video if you want to see how it works. https://youtu.be/fH8RA9KAH5A You should also check out this FREE resource for accounting firms, we call it the toolbox.  Find the tools you need to work more efficiently and profitably to have the premier accounting firm in your area.   Also, take advantage of this FREE Money Management course designed to help individuals with their personal and family finances.  From the basics to best practices learn how to live within your means and stay out of debt.  You’ll be amazed at what you can accomplish in just one hour.  Enjoy Money Management and be sure to also share it with others.   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 suggestion 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 801.265.3777 ### Activate The Power of Your Social Media w/ Shaily Hakimian   Overview: Activate The Power of Your Social Media   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Shaily Hakimian   This week, your host Roger interviews a perky and energetic guest, Shaily Hakimian who talks us through how to activate the power of social media and use that power to boost our end goal, profitability. Shaily shares why it is important for us to have social media profiles, how we can manage our social media accounts on our own, and when it is necessary to hire someone to take up that role instead. She also talks about why it is important for us to be personable online and shares some tips for us to be able to come up with great social media posts.   About Our Guest: Shaily Hakimian   Shaily started doing social media for her hobby community in high school… ON MYSPACE. She didn't realize what she did was doing social media until after college when she saw a question on a job application asking if she had ever managed an online community, and she realized there was something there. She graduated from Indiana University with a degree and certification in elementary education K-6, and she now uses those mad teaching skills to lead workshops, work with business owners 1-on-1 training them on social media, and has coached 200+ B2B consultants on how to use LinkedIn to grow their business. She guides business on how to stay top of mind with their community and referral network using social media. I hold them accountable and boost their confidence in themselves, what they have to offer, and their own social media abilities. She loves live streaming, event social media, live Tweeting, and comment engagement. She is a Persian-Moroccan Indiana University Grad who loves cheesy icebreakers, bubble tea, poker, reality competition shows like Big Brother and Survivor, TEDx conferences, magic, flea markets, the Jewish community, and her sequin closet. Teacher of social media as a tool of empowerment   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: https://www.yoursocialmediasherpa.com/fav-profiles Go to https://www.yoursocialmediasherpa.com/fav-profiles to get Shaily's favorite LinkedIn profiles for inspiration. Viewers can also stream full length workshops on LinkedIn, social media networking, and marketing your career absolutely free on YouTube. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 801.265.3777 ### How to Leverage Strategic Partnerships with Rachel Fisch   Overview: How to Leverage Strategic Partnerships   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Rachel Fisch   This week, Roger interviews business owner, and strategic partnerships expert Rachel Fisch on how accountrepreneurs can understand and build strategic partnerships to help their businesses become more profitable. She explains how we as accountrepreneurs can use our contacts to come up with business opportunities and form strategic partnerships. For example; asking a client who you do bookkeeping for to refer your services to their clients and or fellow entrepreneurs. Having experience in the tech industry, Rachel also points out a gaping opportunity for accountants to partner with start-ups and tech companies to offer their services. She also explains what to look out for when we are acquiring new businesses.   About Our Guest: Rachel Fisch Rachel Fisch has worked at Sage for a number of years. She has also owned and operated her own business and has insights regarding starting or purchasing a company. In her bio she points out that she loves to live and work at the intersection of accounting and technology and focuses on things like strategy, technology and strategic partnerships.   Sponsors: Universal Accounting Center         Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: You could be a viable resource in helping clients improve their credit scores in order to stabilize their business’s financial standing. Check out our Business Score Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:       “in the BLACK, nine principles to make your business profitable” – e-book       “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 801.265.3777 ### Using Frameworks to Run a Successful & Profitable Business w/ Pete Mohr Overview: Using Frameworks to Run a Successful & Profitable Business   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Pete Mohr   This week, Roger chats with business owner, coach, and host of the Simplifying Entrepreneurship podcast, Pete Mohr. They talk about the everyday frustrations facing entrepreneurs, frameworks, and systems that can help overwhelmed business owners including; the 5 Ps i.e. Promise, Product, Process, People & Profit, and how they can help in running a successful business. Pete also shares why it is important for entrepreneurs to work with coaches and mentors, and also why it is important for them to give back to the community.   About Our Guest: Pete Morh   Pete Mohr is the host of his own podcast show ‘Simplifying Entrepreneurships’. He also works with entrepreneurs transforming their frustrations into freedoms by using a variety of frameworks that help them cut through the chaos and overwhelm their business. With 27 years as a business owner, he’s refined many of his tips, tools and techniques in the trenches with his own business. He started coaching other business owners because of his belief that you should own your business and it shouldn't own you.   Offers: Listen to the “Simplifying Entrepreneurship Podcast”   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:       “in the BLACK, nine principles to make your business profitable” – e-book       “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 801.265.3777 ### The Blueprint To Living Life Tax-Free & Out of The Box Investment Strategies w/ Daniel Blue Overview: The Blueprint To Living Life Tax-Free & Out of The Box Investment Strategies Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Daniel Blue This week, Roger chats with best-selling author and speaker Daniel Blue about different and out-of-the-box strategies accountants can employ to help their clients diversify their investment portfolios, increase their cash flow, defer the payment of taxes and live life tax-free. They also talk about how you can better prepare your clients for retirement and help them collaborate with fellow business owners so they can learn from others’ mistakes.    About Our Guest: Daniel Blue Daniel is a regular contributor to forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over more than ten years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that led to life-changing results. Under Daniel’s leadership, Quest Education has actually reached the 7-figure mark two years in a row with thousands of customers throughout the United States. He has also published a book, ‘B.L.U.E Print To Your Best Retirement’ and it’s an amazon best seller.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: B.L.U.E. Print to Your Best Retirement: How to Access Your Retirement Account Penalty and Tax-Free https://www.amazon.com/Blueprint-Your-Best-Retirement-Tax-Free-ebook/dp/B09BHXZT2L/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=1629004119&sr=8-12   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 801.265.3777 ### Forget Aggression, Sell With Compassion w/ Chandler Walker ?   Overview: Forget Aggression, Sell With Compassion Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Chandler Walker  This week, Roger chats with psycho-sales expert Chandler Walker about abandoning the old-school sales tactics of aggression and selling with compassion in mind. Chandler shares how he came up with his Compassion Conversation sales system, by applying cognitive behavior therapy and other Wellness ideologies to the sales process. Roger and Chandler also talk about the misconceptions of sales i.e. you have to be aggressive to sell as well as other ideas from his Compassion Conversation sales system i.e. timing, tempo & tone during the sales conversation, building rapport, overcoming objections as well as what you should be paying attention to in a conversation to avoid challenging your client’s character.   About Our Guest: Chandler Walker Chandler started his entrepreneurial journey after graduating from the University of Nevada Reno with a degree in Biochemistry and forgoing a medical pathway to pursue a brick-and-mortar wellness facility. He then pivoted to an online health practice a year before the COVID lockdowns. After scaling both businesses to the 7-figure level and doing 3000-4000 sales consultations, Chandler was frustrated with the way sales were taught. He was tired of the old-school objection handling, aggressive tactics, and salesy attitude taught by most sales trainers. So he looked back at what he was doing, combed through his notes, and created Compassion Conversations. A therapeutic-driven, psychological-based sales system centered around compassion and care. Chandler has taught over 3000 people his system of compassion Conversations and has the goal to change and redefine the landscape of sales altogether. Chandler also invests regularly in the crypto markets and bought Ethereum when it was $15, obtaining a 20,000% increase and turning $250 into 50k   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Chandler offers a 9-step Framework to selling without Manipulation, Aggression Tactic or Feeling Salesy : https://9step.cultureofcare.life/care1 Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals     For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 801.265.3777 ### Having a Mindset for Success With Chad Hymas Overview: Having a Mindset for Success Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Chad Hymas In this special video episode, Roger has a sit down with Chad Hymas decorated speaker and life coach, also listed among the world’s 10 most inspirational people in the world by the Wall Street Journal. Chad shares his personal story of how he overcame the odds, being 95% paralyzed, and still attain huge success and commanding huge respect in his field. Chad says that it was by putting aside his ego and pride and choosing to rely on others, his family and close friends that he was able to make it far. Chad also talks about his eight pillars of success and how he’s been able to build them up by delegating to others. Join us on YouTube for the full video   About Our Guest: Chad Hymas Chad is the owner and founder of Chad Hymas Communications. He does a variety of speaking around the world actually addressing the number of things that all of us can relate to which is mindset related staying positive among other things addressed in this week’s podcast.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Chad’s Offers: https://www.chadhymas.com/   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 ### Having a Profit Mindset w/ Andy Cristin Overview: Having a Profit Mindset Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Andy Cristin On this week’s podcast, Roger Knecht interviews finance expert & CFO Andy Cristin, who has over 30 years of experience in the commercial sector, both working for and running businesses. They talk about Andy’s journey from working in the commercial sector to starting his own business with Andy giving valuable advice to anyone looking to start up their own business. They talk about the importance of the CFO in the business and how as a CFO you can take your client’s business to a whole new level by identifying key performance indicators they should be watching, budgets, and forecasts to help them manage their cash flow better and how accountants can take up the advisory role for their clients. Andy also discusses key concepts from his Amazon best-selling book, The Profit Mindset.   About Our Guest: Andy Cristin Andy Cristin is a finance director and CFO with over 30 years of experience in a broad range of commercial organizations based in the UK, Europe, and the Middle East. He qualified as an accountant while working for a major UK food distributor moved to a European vehicle logistics business and then to a privately held business in the technology sector. During his career, he’s worked for 11 different start-ups, three of which grew from nothing to become multi-million-dollar turnover businesses as well as being an adviser. He has been in the business himself, Co-founding a B2B service with a serial entrepreneur. They grew the business from 0 to $1,000,000 profit with zero to 50 employees in less than five years. The company was built with a sell in mind, and they achieved an average profit multiple in a sale to a French multinational company. Andy is the author of Profit Mindset, which is an Amazon number one bestseller and was shortlisted for the business of Book Awards. The book is designed to help business owners improve the finance side of their business. He is also a regular contributor to various business-related publications outside of work and he lives in Chelmsford UK with his wife and two university-age children. He is a keen sports fan, lifelong Liverpool supporter, and a regular spectator at Lords and Wimbledon.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Andy’s new book and special offer for our listener’s: He is happy to make available a pdf copy of his book “The Profit Mindset”.   He says that anyone can connect with him via Linkedin and request a copy by messaging him directly and mentioning this podcast, “Building the Premier Accounting Firm” with Roger Knecht.   He is also offering a copy of his newest ebook called “Notes from a Small Business” which can be downloaded from his website https://www.pareto-fd.com   Be sure to also take advantage of this offer to receive the following training: For FREE, The Turnkey Business Plan for accounting professionals Strategic Selling & Selling with Confidence And for FREE as well, this webinar addresses online marketing such as leveraging your social presence to get the clients you deserve.  You’ll also learn how to automate the entire process from marketing to sales.  Don’t miss this information-packed webinar to help you get the clients you deserve.   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide CFO & Advisory services as the premier accounting business today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   Become a Profit & Growth Expert for your clients offering quality CFO and Advisory services.  Learn how to best market, sell, onboard, and fulfill long-term engagements following the Universal Business Builder Model.   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 801.265.3777 ### Going Beyond Tax Planning w/ Dominique Molina Overview: Going Beyond Tax Planning   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dominique Molina   This week, Roger has a chat with certified tax planner and tax issues expert Dominique Molina.  They talk about how you can realize your full potential as a tax planner, getting beyond tax preparation and tax planning for your clients and how you can save your clients money through advisory services.   About Our Guest: Dominique Molina   Co-Founder and President of the American Institute of Certified Tax Planners   Editor-In-Chief, Thinking Outside The Tax Box   Dominique is an accomplished keynote speaker, teacher, best-selling author, and mentor to tax professionals across the United States. She frequently appears in print, television, and radio programs, including CNN Money, and was named one of the 40 Most Influential Accountants by CPA Practice Advisor Magazine.   Dominique is the co-founder and President of the American Institute of Certified Tax Planners.   Dominique Molina, a highly-respected expert, is dedicated to training and certifying CPAs to achieve advisory excellence and tax reduction goals. Since 2009, she has been building an exclusive network of tax professionals, comprising CPAs, EAs, attorneys, and financial service providers. These professionals are equipped with the skills to proactively plan and implement tax strategies that save clients thousands of dollars in wasted taxes. With an expanding network, the Association of International Certified Tax Planners (AICTP) now serves over 300,000 entrepreneurial businesses nationwide. Dominique's influence extends globally, with over 800 tax planners licensed nationally and internationally. To tap into this elite network and take your tax planning skills to the next level, explore Universal Accounting's Professional Tax Preparer program. Join the ranks of successful tax professionals who make a significant impact in their clients' financial success.   Prior to founding the American Institute of Certified Tax Planners, Dominique successfully established her own practice, a San Diego-based, full-service tax, accounting and business consulting firm, serving hundreds of business owners and investors across the country.   Preceding this, Dominique assisted a variety of clients for the largest independently owned CPA firm in San Diego.     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Check out the American Institute of Certified Tax Planners   Turnkey Business Plan, Strategic Selling & Selling With Confidence   Webinar: Universal CRM     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 suggestion 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 801.265.3777 ### Demystifying Sales w/ Merit Kahn   Overview: Demystifying Sales w/ Merit Kahn   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Merit Kahn   This week, Roger interviews sales guru Merit Kahn; CEO of SELLect Sales Development, Emotional Intelligence coach, key-note speaker, and part-time stand-up comedian. You’ll learn all about Sales and Marketing your business the right way. Current trends in this topic i.e. Sales Funnels & Lead Magnets. And all the elements you’ll require in order to sell your products or services properly.   About Our Guest: Merit Kahn   Merit Kahn is the CEO of SELLect Sales Development, an Emotional Intelligence Expert and Certified Speaking Professional. For 20+ years she has worked with salespeople, entrepreneurs, professionals and business leaders who are frustrated because… Their ideal prospects were not receptive to their offers They struggled to reach their aggressive sales goals The pace of change meant always being in catch up mode There was never time for creating innovative ideas Profit margins were slowly shrinking Employees were overworked, over tired and overwhelmed Merit is also the author of- Myth Shift: Challenging The Truths That Sabotage Success,  Co-host of ‘The Smarter Sales Podcast’ and for fun does stand-up comedy as a hobby.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Get your Sales SWOT on Steroids resources TODAY  You’ll also want to get your free copy of Profit First And lastly we have a FREE copy of this book that all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 801.265.3777 ### Systemizing Work for Efficiency w/ Allison Williams   Overview: Systemizing Work for Efficiency w/ Allison Williams   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Allison Williams   In this week’s episode, Roger Knecht has a conversation with Allison Williams about ways to systemize your work for efficiency, the three key things to look out for in order to hire the right person and business principles that are effective for running a business. With experience helping solo and small firm attorneys grow their revenue, crush problems in business and making money, Allison shares business principles that she has found to be applicable to the law firm and can be applied to accounting professionals.   About Our Guest: Allison Williams   Allison Williams, known as the Law Firm Mentor, is the owner of two successful companies. She is Founder of Williams Law Group, a full-service family law firm where she is a Fellow of the American Academy of Matrimonial Lawyers, is Certified by the New Jersey Supreme Court as Matrimonial Law Attorney and is certified by the National Board of Trial Advocacy in Family Law. After taking Williams Law Group from start-up to a multi-million-dollar business in 3.5 years, she created a second business, Law Firm Mentor, where she provides business coaching services for Solo and Small Law Firm attorneys helping them grow their revenues, crush chaos in business and make more money. This business was born out of her success in business, including winning the LawFirm500 award, ranking 14th of the fastest-growing law firms in the nation, being named a Stevie Award Finalist for Female Entrepreneur of the Year in 2017 and in 2018, being voted as NJBIZ’s Top 50 Women in Business and designated one of the Top 25 Leading Women Entrepreneurs and Business Owners. The motto of Law Firm Mentor is #NeverStopGrowing! An international speaker in the field of child abuse and neglect evidence and trial practice, Ms. Williams has appeared on the Katie Couric show and has published articles in the Huffington Post addressing issues of child maltreatment. She has been selected among her peers as one of the Top 100 Super Lawyers in New Jersey and has been voted by her clients as one of New Jersey’s Best Lawyers for Families.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Allison provides a chance for you to listen to her podcast,  The Crushing Chaos with Law Firm Mentor podcast. on your preferred platform.   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 801.265.3777 ### The Future Of Bookkeeping Beyond Debits & Credits w/ Laura Shepherd Overview: The Future Of Bookkeeping Beyond Debits & Credits w/ Laura Shepherd Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Laura Shepherd This week, Roger interviews Laura Shepherd, accounting professional & owner of My Top Bookkeeper, a platform that offers full-charge bookkeeping services. Roger and Laura discuss accounting and bookkeeping as she shares her 8-step accounting process that can be used to market and sell accounting services, and the benefits that accountants and bookkeepers can experience while using this process & much more. Perhaps it is time we consider ways to simplify accounting for our clients to help more of them use the information we are providing to more intelligently run their businesses.   About Our Guest: Laura Shepherd Laura Shepherd is the owner My Top Bookkeeper.  My Top Bookkeepers provide full-charge bookkeeping services by using the Accounting Cycle and GAAP guidelines to produce, explain and substantiate our results. That's a fancy way of saying that when it comes time to put your financials in front of your CPA, lender, investor, IRS, etc, you can have confidence in the results because we know they are right.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Take a moment and do a self -assessment of your accounting knowledge, technical skills and business experience.  This is quick and easy but also informative: https://forms.gle/AQdGLFY4LBUADvdr8 Benchmarking a business’ financial performance to it’s industry standards can be very helpful to find areas of improvement within a company.  See what you can do as an accountant to leverage this powerful tool as you work with your clients.  BizBench may be the solution you need to take your client relationship to the next level.  See how accounting professionals are using this report with their clients today.     Become a profit & growth expert The Profit & Growth Expert (PGE) designation is unique within the accounting profession as it demonstrates proficient skills necessary to offer quality accounting services coupled with with CFO and Advisory work.  See what you can do to increase your average revenue per client while improving your client relationships and retention as a Profit & Growth Expert. Get a FREE copy of these books that 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 to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals     For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 801.265.3777 ### Winning The Cash Flow Game w/ David Safeer Overview: Winning The Cash Flow Game w/ David Safeer Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: David Safeer This week, Roger interviews cash flow expert David Safeer, Founder and CEO of David Safeer International, an institution that trains accountants on matters of cash flow, and also works with CFOs to optimize their cash flow and run businesses more effectively. They talk about all matters cash flow; managing cash flow, cash flow strategies etc., the reasons why most businesses fail and how as an accountant you can predict the future and help businesses deal with cash effectively.   About Our Guest: David Safeer David is a globally recognized expert in cash flow optimization and the founder of David Safeer International, which educates and advises accountants and CFOs on cash flow and profit maximization strategies for their clients.  His work has impacted hundreds of businesses with revenues from $1 million - $20 million in 40 countries. As vice president and general manager of Kodak Latin America, he transformed his division from years of loss to profitability in 18 months. As president of Iomega Latin America, Inc., David grew revenue by 404% in 5 years and profits by 181%. David has a master’s degree in International Management and 20 years of working with Fortune 100 companies such as Morgan Stanley and Dell. David teaches accountants how to grow their revenue with cash flow advisory services through his cash flow advisory certification program and mastermind groups.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Schedule and have a 30-minute call with David to discuss any challenges you or your clients are having and attend a month of David's Cash Flow Advisory Masterminds for free. This includes access to the Mastermind archives to explore case studies and cash flow frameworks, strategies, and tactics. Between the call and the month mastermind sessions, that's a $650 value.  Also download the EBook 10 Easy No Risk Habits to Start Managing Cash Flow Today   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 801.265.3777 ### Impact of Technology in your Firm and Business w/ Trevor Ewen Overview: Impact of Technology in your Firm and Business Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Trevor Ewen In this week’s episode, Roger Knecht and Trevor discuss the impact of technologies and softwares on you and how you run your business. Trevor gives a  Step by step illustration on ways you can change or translate technical concepts into easy concepts that are easily understood by the clients. Learn how you can accelerate your business growth through innovative ways. About Our Guest: Trevor Ewen Trevor Ewen is an experienced software engineer, and real estate investor. He has an MBA from London Business School and Columbia Business School. He is a Southport Ventures partner and the CEO of Southport Technology Group. He manages full-stack teams in clean energy, insurance, finance, and media. Notable engagements include Morgan Stanley, HBO, Honest Buildings (now Procore), Black Bear Energy, and PRco.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers:   Business owners (or administrators) can book a 30-minute virtual coffee with a member of our team here: https://stg.software/coffee It's free. We send you a Starbucks gift card and do a quick technical survey on your business. After the call, we compile the information into a free report and send it over.   BizBench Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 801.265.3777 ### Money Management & Planning for Life w/ Kim Curtis ?   Overview: Money Management & Planning for Life Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kim Curtis This week, Roger interviews Kim Curtis, President and CEO of Wealth Legacy Institute and author of Amazon best seller, ‘Money Secrets: Keys to Smart Investing’. Kim is highly regarded in the financial planning industry and was recognized by the Journal of Practical Estate Planning. They talk about what wealth management entails and the role wealth managers as well as accountants play in planning the financial aspect of their clients lives and getting them ready for retirement. They also discuss ‘The Law of 72’ and having a healthy relationship with money among many other topics.   About Our Guest: Kim Curtis Kim Curtis is nationally recognized as a wealth management advisor, author, and speaker. She has several professional designations and is recognized by the financial planning industry as an expert in comprehensive financial planning.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Click on the following links to get offers Retirement Secrets: Keys to Retiring Happy, Healthy & Free Money Secrets: Keys to Smart Investing Aging Parents Checklist   Get a FREE copy of these booksall accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide 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 in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### The Power of Short Books as a Marketing Tool w/ Mike Capuzzi Overview: The Power of Short Books as a Marketing Tool w/ Mike Capuzzi Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mike Capuzzi This week, Roger chats with Mike Capuzzi, publisher, author and book publishing coach, about the power of shooks otherwise known as short books, and how you as an entrepreneur can use them to market your business. Mike breaks down how you can use shooks to reach clients and establish yourself as market leader in your field. He further explains why you should publish a shook and the advantages of shooks for the author and its readers.     About Our Guest: Mike Capuzzi Mike Capuzzi is a publisher, author and book publishing coach and has been helping clients create exceptional marketing results since 1998. In 2019, he launched Bite-Sized Books, a new publishing concept formula for creating short, helpful books (known as shooks™). Shooks are ideal for business owners, entrepreneurs and corporate leaders who are looking to increase their level of authority, while also providing helpful information in bite sized books. Mike is the author of 15 books, including two Amazon #1 Best Sellers, The 100-Page Book and The Magic of Short Books. If you’ve ever wanted to write a non-fiction book but weren’t sure how to do it, you’re going to love what Mike has to share today.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “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 suggestion 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 801.265.3777 ### Becoming A Count-On-Able Entrepreneur with Jeff Cohen Overview: Becoming A Count-On-Able Entrepreneur with Jeff Cohen Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Jeff Cohen This week, Roger talks with Jeff Cohen, a Desired Speaker, Certified Profit First Professional, Management Consultant & Business Coach, with over 20 years of entrepreneurial experience, who also appeared and went toe-to-toe with the Sharks on ABC’s ‘Shark Tank’. They discuss matters of accountability and how as entrepreneurs we can be responsible and accountable for our actions and create a culture of accountability in our businesses. Jeff also reflects on his personal failures, declaring bankruptcy during the height of the 2007 recession, and the lessons he learned from this experience.     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: To get the  first chapter of the Countonable book for free, click on this link  www.countonable.com Download the free resources and the first chapter of the book. Feel free to reach out and schedule with his team   Get your free copy of Profit First Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book     For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 801.265.3777 ### Increase the Quality of Life Financially w/ Steve Pipe Increase the Quality of Life Financially   Your Host: Roger Knecht, president of Universal Accounting Center Guest: Steve Pipe In this episode, Roger and Best-Selling author and former UK Entrepreneur of the Year, Steve Pipe, discuss the importance and role that accountants and wealth managers play in increasing the quality of life financially for their clients. Steve shares his personal story of how he helped his dad, a printer who felt overwhelmed by the shift in technology in the industry, retire early by creating a personal balance sheet for him. They also discuss why as an accountant you should always give one-page summaries to your clients and much more   About Our Guest: Steve Pipe   Previously named as the world’s most highly rated accountant and advisor to accountants, Steve is a best-selling author, dynamic speaker and former UK Entrepreneur of The Year. As a co-founder of Speakers for Good, he is a passionate advocate of the Business for Good movement, where his goal is to help provide 100 million days of help to people in need across the world (with the total amount provided so far standing at 19million days). His books for accountants include “The World’s Most Inspiring Accountants”, which has been described by other practice development gurus as a “masterpiece”, “ground-breaking” and “desperately needed”, and “The UK’s best accountancy practices”, which ICAEW President Mark Spofforth describes on the dust jacket as “brilliant” His other books include “101 ways to make more profits”, “Stress proof your business and your life”, “How to build a better business and make more money”, and the “Better business, Better life, Better world “trilogy In 2021 he is researching and writing “The world’s most inspiring businesses”. Outside of work Steve has been married (to an accountant) for almost 40 years, has three adult children, and lives in Yorkshire. His hobbies include playing tennis badly and playing blues guitar terribly.   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 Steve’s book, ‘Our Time to Rise.’ This is a book about the extraordinary economic, social, personal and emotional impact accountants across the world are having. Click the following link to get a copy www.ourtimetorise.global and www.stevepipe.com   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 801.265.3777 ### The Science of Effective Communication w/ John Bates   Overview: The Science of Effective Communication   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: John Bates   In our latest podcast this week,  Roger Knecht speaks with Leadership Communications Expert, John Bates on the power and the science of effective communication. You will learn how you can inspire others through the way you communicate and how effective communication can lead to personal growth and development and make you a better leader. If you’re a public speaker, you’ll also learn what it takes to deliver a world class TED talk and how to make an emotional connection with your audience. ‘Communicating with human beings is not logical but biological.’ - John Bates   About Our Guest: John Bates   As a world-renowned Leadership Communication expert, trainer and “Executive Whisperer” John helps great leaders change the world. John is also one of the most prolific and successful TED/TEDx-format speaker coaches in the world. John has spoken on stages across the world, at TED and TEDx events many times and has trained thousands of top leaders in both the TED-Format as well as coaching them in the great leadership tools that mastering the TED format brings to leaders; influence, emotional intelligence, leadership presence, authentic connection, deep vision transference, and much more.     Sponsors: Business owners (or administrators) can book a 30-minute virtual coffee with a member of our team here: https://stg.software/coffee It's free. We send you a Starbucks gift card and do a quick technical survey on your business. After the call, we compile the information into a free report and send it over. Also, learn what you can do to communicate better with your clients as their Profit & Growth Expert using BizBench to effectively benchmark their business and offer strategic insights.     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 suggestion 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 801.265.3777 ### How to Improve Your LinkedIn Profile w/ Donna Serdula   Overview: How to Improve Your LinkedIn Profile   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Donna Serdula   Are you leveraging your online presence to get the clients you deserve? In this week’s episode, Roger Knecht speaks to Donna Serdula on how to leverage your LinkedIn profile, LinkedIn best practices, how to brand your LinkedIn so that you are seen by your target audience, how to build and leverage your LinkedIn connections and much more. Listen in and learn why your LinkedIn is so important to your end goal as a professional or as a business, and how to set up your profile the right way. Get ready to take some great notes, in fact, have your Linkedin profile up and ready to work on as you listen in.   About Our Guest: Donna Serdula   Donna Serdula is the pioneer of the concept of LinkedIn profile optimization.She is an in-demand speaker throughout the US and has been featured on Business Insider, Time’s Money section, WallStreet Journal’s Market Wartch, LA Times,NBC among other news outlets.  She is a keynote speaker and an author.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Get in touch with Donna through LinkedIn for further assistance on how to set up your LinkedIn profile and how to use the full potential of LinkedIn. https://www.linkedin.com/in/todonna/ Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 801.265.3777 ### Creating a Habit in 20 Seconds w/ Blaine Oelkers   Overview: Creating a Habit in 20 Seconds w/ Blaine Oelkers In this week’s episode, Roger Knecht speaks to Blaine Oelkers on 21-second-habits. In the conversation, Blaine gives tips on creating a habit that bring success and results instantly. Learn ways to personally implement and get the right stuff done. Get insights on the power of the mind. What you find in the mind is very important, hence one should be careful not to fill it with negative thoughts.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Blaine Oelkers     About Our Guest: Blaine Oelkers Blaine Oelkers is America’s only Chief Results Officer and a leading authority on personal implementation. He is an expert on creating valuable doneness. He loves to help people get results and advice creating a habit that brings success and results. Blaine is; - LinkedIn TOP Connector! 25,000+ 1st-Level connections, 1.7M 2nd-Level and 786M 3rd-Level - TEDx Talk over 190,000 views - Leading authority in personal implementation and consistency - Habit Master with a documented streak of 1454 days in a row and counting! - Lifetime work-from-home entrepreneur - Graduate of Purdue University & Stanford University's Entrepreneurship Program - Co-author of 3 books & frequent podcast guest - Oversees more than 20,000 weekly personal implementation plans check-ins per year   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: There are several resources that you can benefit hugely from. Blaine’s TEDx Talk Mastering Think and Grow Rich – Create the Life You Desire  21-second-habits-guidebook   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book   “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 801.265.3777 ### Understanding Cash Flow w/ Michael Jones   Overview: Understanding Cash Flow w/ Michael Jones In this week’s episode, Roger Knecht speaks to Michael Jones on cash flow, providing great quality products or services, and building a relationship with your clients or customers. Michael gives tips on how to come up with solutions or reforms for the issues encountered in business while handling clients. Michael also talks about mental health awareness while running businesses. He offers tips on how to deal with such a situation. He addresses the need to be able to be, if nothing else, more sensitive and aware. He brings up the importance of being willing to talk about it and help people who deal with such situations. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Michael Jones   About Our Guest: Michael Jones Michael Jones is the Vice President of Business Development Company. He has led a number of businesses helping in their growth especially in the technology industry. He has previously served in numerous executive leadership roles including President and CEO of publicly traded diabetics technology and disease management service company. He has also pioneered the advancement of video based telehealth and telemedicine technologies.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: If you are a consultant or fractional CFO of a cash flow advisor, someone that just would like to know about how they can help their clients, especially from a cash flow situation, there is a solution for you. Michael has some great programs for accounting professionals that you can participate as a partner or affiliate to Ventech.  Contact Michael today and get the information you need. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 801.265.3777 ### Grow your Business Using WTS Method w/ Josh Fonger   Overview: Grow Your Business Using WTS Method w/ Josh Fonger In this week’s episode, Roger Knecht speaks to Josh Fonger on some insights regarding coaching from a practical level that will help you grow your business.  Josh points out the benefit of hiring people to do some of the work they are experienced in so you as the business owner can focus on more revenue producing things or what you enjoy doing. This helps  grow a company and through systems liberate ourselves from the day-to-day operations of the company and at the end of the day, the business becomes self-sustaining.  Josh also speaks on time management urging us to recognize certain times of the day when we are most active and able to achieve so much. He urges us to be more deliberate and manage time effectively.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Josh Fonger   About Our Guest: Josh Fonger Josh Fonger is the CEO of WTS Enterprise. He is a business performance architect and an international business consultant, coach and speaker. Josh has a unique experience helping businesses grow, simply by using the WTS method.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Get a summary offer of the book; ‘ Work the System: The Simple Mechanics of Making more and working less.” Go to https://wtsenterprises.com/ to get access to this book.   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE!   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 801.265.3777 ### The 5 Secret Fears of Failing in Business w/ Illens Dort   Overview: The 5 Secret Fears of Failing in Business w/ Illens Dort In this week’s episode, Roger Knecht and  Iilens Dort discuss how business is about people, helping people, improving people and making people better. They point out how people are resources in business that need to be leveraged and inspired to be great leaders. Individuals are a great asset to our business and our lives. This is why it is important to be good to people. Dort speaks of the need to give back to society so as to take the blessings we’ve received and help those that are not able, this could in turn be something positive down the road. He also points out that every problem has a solution. We need to be open and vulnerable enough to go to our peers, go to our master groups and in those mastermind groups maybe share situations we’re experiencing and get input and suggestions from these people.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Illens Dort     About Our Guest: Illens Dort Illens Dort is the President and founder of Maximum Impact Council. He is also the author of ‘The 5 Secret Fears of Failing in Business ( And How To Overcome Them). He was born and raised in Haiti and is currently living in Utah. Dort loves to help business people to grow themselves and their businesses. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a copy of the The 5 Secret Fears of Failing in Business book. Iilens will pay for the shipping and handling and send you a signed copy of his book. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Also don’t forget The turnkey business plan; it's essentially what all accounting professionals need to understand as they’re running their business.   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 801.265.3777 ### Using Technology for Business w/ Chris Paolucci   Overview: Using Technology for Business w/ Chris Paolucci In this week’s episode, Roger Knecht speaks to Chris on using technology to improve your business. Technology can be overwhelming for some individuals but getting to understand the best timing to implement it in the business and using the right one makes a great difference. Chris explains the different software applications that you can adopt to efficiently do your work and be that hero who brings solutions to their clients. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Chris Paolucci   About Our Guest: Chris Paolucci Chris is the alliance manager in the mid market space for Tipalti.  He has been working in the financial technical space for seven years to help organizations improve their processes and increase their efficiencies utilizing a robust tax stack. He currently works with CPA firms, bookkeeping firms and consulting firms that are looking to bring value to their business and more importantly to their client base.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Request a demo from someone Tipalti even with Chris where they will find out more information about you, your clients, the organization and offer you a solution in relation to your business needs. Find ways to systematize your marketing and sales and more importantly learn about the best practices and CRM ensuring that you’re staying in contact with those that are potential clients all the way through to getting them as an engagement. Learn more about the universal CRM.   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 801.265.3777 ### Pricing with Confidence w/ Melanie Power & Andrew Robertson   Overview: Pricing with Confidence w/ Melanie Power & Andrew Robertson In this week’s episode, Roger Knecht speaks to  Melanie Power and Andrew Robertson, founders of the global movement for bookkeeper revolution. Melanie is well known for her role at Xero as the head of bookkeeping and growing her own practice to 120 clients in a year.   About Our Guests: Andrew Robertson and Melanie Power Andrew is a chartered accountant who has transitioned his own mid tier accounting firm from compliance to advisory work tripling his revenue with one third of the clients. He is designing systems that help businesses track their records so they can normalize the tax they pay. In their conversation, Melanie and Andrew share tips on how to build confidence and competence to help you get to a point you understand pricing and how to do it right and get paid what you are worth.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guests: Andrew Robinson and Melanie Power   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Perfectly Price Your Bookkeeping Packages Without Spending Hours "Guestimating" Over Proposals And Short changing Yourself!  Find out more using this Pricing Calculator   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Also don’t forget The turnkey business plan it’s essentially what all accounting professionals need to understand as they’re running their business.   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 801.265.3777 ### Advisory Services w/ Joe Woodard   Overview: Advisory Services w/ Joe Woodard Roger and Joe discuss things you can do in business to make sure you are going beyond just providing financial reports but literally stepping into your client's world and helping them do things that can ultimately help them with succession planning.    Learn about the six disciplines of advisory services from this conversation: Financial advisory Technology advisor Operational advisor Knowledge advisor   In this episode, you will learn about data information knowledge and wisdom and that road that you play as you help your clients. Joe also speaks on the importance of attending conferences as a way to strategically place yourself in order to gain more knowledge and information to help your clients grow. It’s in these conferences that you will be exposed to upcoming trends and technologies that you can share with your clients and they will perceive you as an expert in your field.   This is another episode you’ll be glad you heard so sit back, enjoy and be sure to take some notes.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Joe Woodard   About Our Guest: Joe Woodard Joe Woodard is an author, consultant, business coach and national speaker. Joe has trained over 125,000 accounting and business professionals on areas of practice development changing technology trends, strategic consulting, how to maximize the use of the county software and their practices.   Joe is the host of watered institute word alliance and one of the world’s leading training conferences for small business advisors called scaling new heights in 2012 and 2014 through 2020 was recognized as accounting today as one of the top one 100 influential people within the accounting profession. Joe regularly publishes articles for Internet publications and for insightful accountants and  has been featured repeatedly in accounting today and AccountingWEB in both articles and in video interviews. Joe is the CEO of liberty events LLC which provides education coaching resources in the community for small business advisors and small business owners within the accounting industry     Offers:  Register for Joe’s Scaling New Heights 2022-Registration (woodard.com). He is offering a 10% discount that will expire on June 22nd. Please use the coupon code- “UAC”   You’ll also want to get a FREE copy of these books that 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 to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   Also, see what you can do to become a Profit & Growth Expert offering quality CFO & Advisory Services following the Universal Business Builder model.     For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Personal Credibility: Becoming Credible w/ Mitchell Levy   Overview: Personal Credibility: Becoming Credible w/ Mitchell Levy Roger is happy to bring Mitchell Levy back to the podcast for another timely discussion on personal credibility.  They cover a variety of topics beginning with a subject we each need to consider both personally and professionally, the importance of personal credibility and bringing creditability to the relationships we have. After hundreds of discussions with successful and influential business leaders, Mitchell shares some of his observations and insights including the need for us all to be timely, and punctual.  Time is a precious commodity so we all can do a better job respecting our time. Roger and Mitchel also discuss the importance of purpose & passion, but can we also articulate it.  What is it we need to do to clearly explain what we do and why it matters?  Learn what a CPOP is and how we can communicate it more clearly.  There are some important lessons here for us to hear. Then they discuss whether we are listening well to others?  Not just hearing but also understanding. I think many would agree, that life can be hard and scary but Roger and Mitchel want to bring some light to the situation.  In fact, they clearly point out that we each can fix this, that we individually can make a difference, you perhaps are the difference that is needed in the world, in the life of those you are interacting with.  Basically, we build our personal credibility by being a better person. This is another episode you’ll be glad you heard so sit back, enjoy and be sure to take some notes.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mitchell Levy   About Our Guest: Mitchell Levy Global Credibility Expert Mitchell Levy is a 2x TEDx speaker, an international bestselling author of over 60 books, and an executive coach at Marshall Goldsmith’s 100 Coaches. After interviewing 500 thought leaders on credibility, he published a 7-country international bestselling book, delivered a powerful TEDx on humanity, created courses, and created the Credibility Nation membership community to help those live, learn and surround themselves with others on the credibility journey.   He's an accomplished Entrepreneur who has created twenty businesses in Silicon Valley including four publishing companies that have published over 750 books. He's provided strategic consulting to hundreds of companies and has been the chairman of a board of a NASDAQ-listed company. Mitchell has been happily married for thirty-one years and prior to covid-19, would regularly spend four weeks a year in Europe with family and friends.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Becoming creditable is a characteristic that is an admirable trait to develop.  Listen as Mitchell explains this principle and how it applies to each of us individually.  This is Mitchell speaking at Tedx. Roger also mentioned this offer that Mitchell is giving the listeners of the podcast, 2 months of free access to creditability nation.  Go here to sign up and participate in the Creditable Nation experience. And then there is the quarterly event, Ultimate Credibility Bootcamp that you are invited to attend. You’ll also want to get a FREE copy of these books that 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 to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.  Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Remote Work Security w/ Hossein Dadkhah ?   Overview: Remote Work Security w/ Hossein Dadkhah   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Hossein Dadkhah   Remote work security is easily something we should discuss more often and it’s time we do it now.  Listen in as Roger and Hossein discuss the benefits afforded the accounting profession when using technology along with the areas of concern we don’t want to forget. They address both the why and how we should be securing our client data.  Of course we try to use technology to work efficiently but we also should consider a multilayered approach to security.  In fact, Hossein shares with us the 3-step approach: protection, detection, response He then points out which and where should you be spending your money.  This alone is a good reason to not miss this discussion. Have you ever wondered what it means to be an asset custodian?  Well, listen in as they consider it and why it matters to accountants. I’m sure you’ve also heard of Ransome Ware, but what should we really know? Then there’s the advice you don’t want to miss, what is the weakest link in our security planning?  In fact, what is our first line of defense when it comes to cyber and remote work security?  Have your notepad ready! Roger and Hossein will also go over a variety of other topics you don’t want to miss: updates and patches Two Factor Authentication, does it help? Let’s understand that as accounting professionals that this is a trust-based business. Among the many things discussed they’ll also go over some perks and benefits available to the profession.  Think of this, what does working remotely afford us within the accounting profession? A larger pool of professional talent A endless opportunity in client acquisition. Have you considered becoming a digital nomad? Alright, sit back, listen in and enjoy this conversation with Roger and Hossein.   About Our Guest: Hossein Dadkhah Hossein Dadkhah is the president of "ADVANTAGE IT," an IT consulting and cybersecurity advisory firm working with accounting firms across the US and Canada. His focus on strategic partnerships with small and mid-sized accounting firms has enabled him to help them with cyber risk mitigation and increasing operational efficiency. He has more than 20 years of experience in making companies more secure by addressing the most pressing and pervasive cyber risk challenges.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Hossein is offering a 30-minute "no-pitch" call to brainstorm on converting into a virtual accounting firm and see if it makes sense for your firm to go virtual SECURELY. If you are already operating virtually, this is a good chance to perform a high-level security conversation to ensure that you are protecting your clients, their data, and your firm.  Click here to set a time to speak with him today!   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 to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals     For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 801.265.3777 ### Profit, Then What? w/ Manos Cito   Overview: Profit, Then What? w/ Manos Cito   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Manos Cito   Listen in as Manos Cito and Roger Knecht discuss various options that we can introduce to help them legally limit their tax liabilities, plan for tomorrow, and invest in the business, themselves as well as their key employees. As accounting professionals, we are fortunate to see the success of our clients.  They individually see their wealth increase but what can we do to help them manage that success.  Now that the business owner is profitable what should they be doing with those monies? This is the side of business success we need to be more familiar with and be prepared to point them in the right direction.  It’s being able to offer additional services beyond accounting to the clients. Manos and Roger consider ways to go beyond accounting to meet the additional needs the clients have. It’s about becoming your client’s Trusted Strategic Advisor with holistic strategic services to legally minimize their tax liabilities. Some topics that came up in the conversation are: Key Man Insurance and how it relates to buy-sell agreements. Keyman, or key person, insuranceis designed to cover critical individuals within a business organization who make significant contributions to its revenue. Deferred Compensation Plans A deferred compensation plan withholds a portion of an employee's pay until a specified date, usually retirement. The lump-sum owed to an employee in this type of plan is paid out on that date. Examples of deferred compensation plans include pensions, 401(k) retirement plans, and employee stock options. They also discuss trusts, charity contributions, investments, donations, and more.  It’s all related to Tax Mitigation Strategies. One thing that Manos points out that you’ll want to listen to is why we need to avoid running the business as a hobby. Roger will also bring up with Manos golf and how it applies to business. He shares how it is there he sees the personalities that come out which relate to how people then act in business.  You’ll want to hear this as well.     About Our Guest: Manos Cito   Manos G. Cito, is the founder, owner, and lead advisor, of BACK9 Advanced Tax Planning Solutions. Manos has over 25 years of diversified financial markets experience. Manos and BACK9 ATPS work with CPAs that are frustrated with their work/life balance, concerned about fee compression, and are worried about the future of their practice.   Manos founded BACK9 Advanced Tax Planning Solutions after seeing so many tax professionals struggle to fight the grind of high-volume tax preparation and compliance services for their current clients. Through his affiliation with Elite Resources Team Virtual Family Office, Manos provides access to a national network of partners with industry-leading expertise to provide more proactive, advanced and holistic services/solutions to their clients. This allows the tax professional to increase and diversify revenues, increase revenue per client, reduce the reliance of volume tax preparation and improve work/life balance without prospecting for new clients.   Manos graduated from Seton Hall University and began his career as an institutional securities and foreign currency trader. He later moved into sales, brokering, and senior management for several global financial services firms before transitioning into wealth management and financial planning in 2007. Manos is also active in giving back to the community. He is a supporter of the Make-A-Wish Foundation, Society for the prevention of teenage suicide, Seton Hall University, and the Meridian Health Care Affiliated Foundations. He is a past member of the Seton Hall’s Alumni Association Board of Directors, Trading Room Advisory Board, President’s Council on Athletics, and Pirate Blue Athletic Fund.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Manos mentioned this team of professionals is available to help complement the accounting services we offer.  Find out more about how you can network with other financial experts to help your clients, being for them their trusted strategic advisors.  Go to www.BACK9ATPS.com and get your Free Q&A session / initial discovery call.     They also discussed Time Management; an essential element we dare say we all struggle with.  See what you can do to apply time-proven strategies to manage your day and work more effectively. Time Management Tools: https://www.uacourses.com/courses/time-management-tools   Roger also offered a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book   For Additional FREE Resources for accounting professionals check out this collection HERE!   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 suggestion 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 801.265.3777 ### Effective Online Marketing w/ Nate Hagerty Overview: Effective Online Marketing w/ Nate Hagerty Listen in to this great conversation that Nate Hagerty and Roger Knecht have to address issues and strategies surrounding online marketing to get the leads you need and how to then nurture them to become paying clients. “Nothing happens until you make a sale” or get a client.  Regardless of how good we are at the services we offer, without paying clients it doesn’t matter. Tax Marketing sounds great but too often we fail to get it done.  Regardless it is essential to grow the business.  So, let’s first accept that we all experience a lack follow-through They will also discuss client relations, for example, who are you when it comes to your clients and which are you working with as well to build your business?  Let’s define each: Mentor, Contractor, Advisor, Coach Today, marketing and selling are all about doing.  They’ll discuss SEO and SEM, considering the short-term and long-term play to build an online presence to attract potential clients and build the business. Pay attention to hear what are 5 to 10 things you can do to improve your online presence? (Keep skyscrapers in mind) Maybe this is a question you’ve asked yourself, is a blog necessary or important to this process?  Also, hear what Nate has to say when you play the SEM game, such as are you focusing on your negative keywords? They’ll discuss why Google Business Profile is a powerful resource that many don’t leverage and use to build your online presence.  Have you claimed your business profile?  Think about it. Nate also makes a great point, all roads lead to your website, do you have a call to action there?  Consider using surveys as a way to engage your visitors.  And of course there is also email marketing, should you be doing it?  You need to hear this ? In the end, also hear what Nate has to say about “Living in the NOW”! So much to take in.  Listen and enjoy this next amazing episode. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Nate Hagerty About Our Guest: Nate Hagerty Nate is a veteran of the tax and accounting industry for two decades — with a focus on digital marketing — Nate has established a reputation for straight-talk and results on behalf of members and agency clients and has become a widely followed and respected leadership and growth voice to the industry. Nate created TaxProMarketer in May of 2007 in response to demand for relationship-oriented marketing implementation among his coaching clients. Now, 15 years later, the entire TaxProMarketer agency serves clients in the tax & accounting world all across the United States and Canada. Our clients use our services to build relationships with their prospects & existing clients, as well as to grow the value of their practice (for-profits now, and exits later). Before TaxProMarketer, Nate was the Marketing Director of a regional firm in Virginia. This firm grew from a small $50K/year practice to one which took in over $4MM in fee-based revenue (growing in less than ten years), with offices in Virginia, West Virginia, and Tennessee. From 2003 until 2007, he also worked as a coach and consultant to the tax and accounting industry, helping thousands of other practitioners in the US, Canada, Australia, and the UK bring in more clients and lead their teams well. Having founded and sold his first business by the age of 30, Mr. Hagerty (a member of Mensa) is a 3-time “40 Under 40” honoree by CPA Practice Advisor (alas, he's now too dang old), has been published widely in industry publications and is the author & editor of two Amazon bestsellers (Breaking the Tax Code, Vols. 1 & 2).   The TaxProMarketer Digital Dominance Method not only algorithmically optimizes the various online properties for YOUR practice, but integrates Nate's relationship-building expertise, his passion for effective and clear communication (informed by his English degree from the University of Virginia), and his gift for writing copy that sells. He has been married for 20+ years (he loves his wife even more now) and has seven children -- four of whom they adopted from Ethiopia and Uganda.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: As was discussed, do you have your Google Business Listing, get it now: https://www.google.com/business/   Be sure to also take advantage of the free assessment and complimentary Lead flow Acceleration session: http://advisorpromarketer.com   Roger also mentioned this informative webinar to help you further understand how to best leverage your online presence to get the clients you deserve.  It covers topics ranging from marketing to selling using automation and technology with proven strategies and processes to CRM’s.  Listen now to the Lead Generation and Automation webinar.  Discover how to get the accounting & tax clients you deserve by leveraging your online presence using proven automated processes.   Also, if you’d like to give back in your community consider a program working with youth such as those shared in the podcast: https://younglife.org/ https://jausa.ja.org/   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Meaningful Client Relations, H2H w/ Shane Lukas Let’s take a moment and discuss FEAR.  We can define it but more importantly concur it with preparation.  “If ye are prepared ye shall not fear.” D&C 38:30 But how does this apply to an accounting business, you’ll understand, just listen in as Roger and Shane discuss it and the 4 things every accountant should address when running the business. They will also cover things such as: Why “purpose” matters. What difference are we really making? Our Impact / Your Impact – the little bits and pieces that make a difference Next Roger and Shane discuss the power of adding value to the quality accounting services, offering CFO and advisory services.  Bringing perspective to the discussion with the business owner.  There is a process, a turnkey model to offer advisory services as an accounting professional. Pay attention and you’ll also learn the two essential elements of effective coaching. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Shane Lukas   Shane is a business coach, Tedx speaker and strategist.  His business, AVN – Inspiring Accountants provides accountants in practice the skills, training and resources to build better firms and to better serve their business clients by providing powerful business growth solutions over and above producing accounts; enabling those accountants and their clients to improve their businesses and achieve a better life as a result.   Shane has authored many international best-selling books for business owners and accountants and regularly delivers talks on leadership and business growth solutions his books include the two best-selling books for accountants:   Putting Excellence Into (your)Practice: A Proven Roadmap To A Profitable, Sustainable and Value Driven Accountancy Business and What’s Next For Accountants: How to make the biggest threat facing the profession your biggest opportunity.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: As part of this episode Shane offered two great additions to your library: Get your FREE copy of the following e-books Putting Excellence Into Your Practice What’s Next For Accountants You’ll also want to get this must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book Learn more about how you also can give back and make an impact through B1G1 See how Universal Accounting Center is having an impact.   You’ll also want to see how you can become a Profit & Growth Expert for your clients.  Learn how to market, sell, price, offer and fulfill quality CFO advisory and coaching services.   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 suggestion 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 801.265.3777 ### Your Money Mindset w/ Melissa Houston This is a conversation that everyone will be able to relate to.  Roger and Melissa keep it professional but will also make this personal.  We each have destructive stigmas that we deal with that hold us back, especially when it comes to money.  In fact, everyone has a unique money story. As accounting professionals are we inspiring and empowering our clients to be financially successful? It’s not enough that we provide, we also need to be willing to teach business owners, CEO’s their numbers in business so they can create more profit in their business. Ask yourself this, what are the similarities that exist between therapy and coaching? They’ll also discuss how we can and should go ALL IN with our company and work ON our business. Oh, and they’ll also discuss money “mismanagement” and the hole that it can become.  Just because we’re accountants doesn’t necessarily mean we are perfect, great, or even good with our own money management, or should it? Have you at times felt like you are living with the imposter syndrome as an accountant? Sit back and enjoy this next conversation.   Your Host: Roger Knecht, president of Universal Accounting Center   Guest Name: Melissa Houston Melissa Houston is the founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. Melissa's seen the bottom and climbed her way back up, she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it. Melissa’s passion is helping business owners go from 6-figure to 7-figure businesses and achieve their personal financial dreams. When Melissa isn’t helping entrepreneurs become better CEO’s of their business, she can be found at the cottage with her husband Jamie, two teen children, and three dogs.   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 to have the premier accounting business today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book Profit First – the transformative process to apply in business to make profit deliberate and intention As was mentioned in the episode, we are and should become for our clients their strategic trusted advisor.  We refer to this as becoming their Profit & Growth Expert following the processes outlined in the Universal Business Builder engagement.  This is a great addition to your firm’s offer, an additional revenue stream, and a client retention service.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### The Details are in the Forecast w/ Martin Zych Overview: The Details are in the Forecast w/ Martin Zych Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Martin Zych Yes, Roger and Martin are going to cover it all. For example, you’ll learn the 3 big questions you need to consider when drafting a forecast: How big can this thing get? What does it take to do that? What are the levers to pull to make it happen? But that is just the start of it all. How does growth affect cash flow? What is the realistic pace growth can occur? We need to realize that accounting should involve more analytical work.  We really should be more involved with our clients, and this is accomplished when using technology to find the time and freedom to do more for our clients.  It’s all about leveraging technology. With that said, find out how Jirva came into existence and the benefits you can experience using it and see beyond tomorrow, into the future for your clients. Think of it like this are you ready to jump out of the plane and move beyond accounting to advise your clients?  Now is the time to become the Profit & Growth Expert for your clients. Hear what Martin also thinks of the future of accounting as it relates to AI (artificial intelligence) and technology. Enjoy the conversation and Stay Curious, Stay GRITTY About Our Guest: Martin Zych Martin Zych is the co-founder and CEO of Jirav. He's career finance & accounting professional, specializing in high-growth tech companies. Previously, Martin was the Finance Director at Limeade and Zephyr Health and a Controller at Atlas Accelerator CFO firm. Over his career, Martin Zych has set up dozens of finance functions and has helped raise over $200 million in funding. He founded Jirav to build the tool he wished he'd had available for him during his whole career as a finance leader at high-growth companies. Okay, this is a conversation that covers some good ground ranging from forecasts, planning, and analytics, to starting a business, technology and so much more. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:   This is a special and time-sensitive offer that you don’t want to miss.  The first 10 people who (1) sign up for a Jirav demo by emailing Martin’s team at sales@jirav.com and (2) mention this podcast (Building the Premier Accounting Firm), will receive a free baby stuffed giraffe animal.  You know you want this so don’t miss this opportunity. Also, get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book In addition, you need to work ON your business and consider this Turnkey Business Plan for accounting professionals.  This is the course designed to help you start your business with confidence, addressing the most common questions faced with operating the business: Marketing Sales Pricing And so much more It’s FREE so register now and get ready to take some good notes.   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 suggestion 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 801.265.3777     ### Making SELF a Priority w/ Scott Zarret Overview: Making SELF a Priority w/ Scott Zarret Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Scott Zarret, CPA This is a story of a personal and professional journey which come together nicely.  Consider the thought that we are either working to live or living to work. Listen as Scott and Roger review choices made and how we are each finding our path, identifying our passion and purpose and then hopefully living in alignment with it!  Trust us, it’s a discussion you don’t want to miss. Life is a journey and the choices we make take us on an adventure, but it is anyone’s guess where it really may take us.  Are you open to an adventure? Scott is the founder of CPA Academy.  How did it start, where is it going and what should we know as it related to the future of Continuing Professional Education, CPE?  What should we know about formal online training and education? As you listen, consider the difference between training, certification – confidence, competence and how it applies to you as you offer quality accounting services. So with that context, let’s also discuss business. About Our Guest: Scott Zarret With more than 25 years of experience in the accounting profession, Scott Zarret, CPA, is widely recognized for developing innovative and highly successful marketing and sales strategies. Scott's platform (CPAacademy.org) has processed more than 5,000,000 registrations. An alumnus of the University of Maryland’s Robert H. Smith School of Business, Scott began his career in the audit and tax department of what is now CohnReznick. Scott was named as one of the 2019 Top 100 Most Influential People in Accounting. On a personal note, he loves mountain biking. Scott is the founder of CPA Academy.  How did it start, where is it going and what should we know as it related to the future of Continuing Professional Education, CPE?  What should we know about formal online training and education? As you listen, consider the difference between training, certification – confidence, competence and how it applies to you as you offer quality accounting services. This is a conversation we are sure you’ll enjoy. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Enjoy this free episode recently recorded and create your account with CPA Academy to have access to many other topics. MENTAL HEALTH INSIGHTS FOR ACCOUNTING PROFESSIONALS   For Additional FREE Resources for accounting professionals check out this collection HERE! Money Management 101 - Payday Job Placement Assistance course Turnkey Business Plan for accounting professionals   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Leveraging a BPO Relationship w/ Melanie Macatangay Overview: Leveraging a BPO Relationship w/ Melanie Macatangay Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Melanie Macatangay Let’s start this discussion with the sign so many of us see everywhere we go, “Now Hiring”.  It’s affecting our clients and impacting our own ability to grow the business but there are options. Among the things discussed in this episode, Melanie and Roger will address the idea of outsourcing and using remote workers to grow the business.  Listen and consider the topics covered and see what this may mean for you now or in the near future as you run your business. This applies to you and your clients so get ready to learn about Business Process Outsourcing, BPO, and how they can help. They’ll discuss the help you can have to grow and save money.  Have you considered working with a Virtual Assistant?  From Bookkeeping, staff accounting, recording transactions, hiring a CPA and so much more. You may have thoughts that include mitigating risk and staffing issues or working with remote individuals, once something discouraged or frowned upon, but is now encouraged and welcome. Offshore accounting is not new, but it has become the new normal. Now is the time to embrace technology, while still working securely and safely.  It’s all about leveraging processes and systems to build the business. This is a timely discussion you don’t want to miss.   About Our Guest: Melanie Macatangay Meet Melanie Macatangay, CEO & Founder of 365BOOKSPRO. Melanie has 10+ years of experience helping small to medium size businesses with their accounting and bookkeeping. She holds a Bachelor of Science in Business Administration with a concentration in accounting, Certified Professional Bookkeeper and QuickBooks Specialist from Universal Accounting. She is a Filipino American and is devoted to providing the best quality financial services to SMBs and SMEs and enjoys helping businesses succeed along the way! 365Bookspro was established in 2015 and is an accounting & bookkeeping business processing outsourcing (BPO) company that helps Accounting, Bookkeeping and CPA Firms from small to medium-sized businesses unlock a superior financial strategy to achieve their financial prosperity! Our experience collaborating with companies in a variety of commercial industries, such as like general contractors, real estate agents, automotive, sales, consulting, construction, and more, has given us a solid reputation with business owners in our community. Their offices are in National Harbor Maryland and in East Asia, Manila Philippines.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: As a listener of this podcast consider taking advantage of this great offer to get your first-month service free.  Offer ends May 1st,2022. https://www.365bookspro.com/accountingbpo/ List of suggested software mentioned in the show   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book   Learn how to use processes and technology to leverage your online marketing efforts to grow your business.  This is a webinar you don’t want to miss, register now and see how you can use a proven system to build your business with the clients you deserve. Universal CRM   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 suggestion 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 801.265.3777 ### Fortunes are in the Follow Up w/ Dan Rawls This is a conversation with a friend and successful business owner, in fact the master networker or as some may say, “match maker”. Listen as Dan and Roger discuss the principles of effective marketing.  You’ll here topics such as don’t “Rush Rush”, “wherever you are, be there” and so much more You’re going to hear how you can best master group networking dynamics to make the best use of your time when attending and participating in group functions such as conferences, chamber meetings, and many others. A type that you don’t want to miss is that “It’s all in the follow-up”.  Learn what that really means and see how you can apply it in your marketing and sales efforts to grow your business.  Just know this, the “fortunes are in the follow-up”! Take some notes and get ready for the challenge to reaching out to your past contacts. Now sit back and enjoy! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dan Rawls Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “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 suggestion 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 801.265.3777 ### Intentional Cash Flow w/ Amber Dugger Get ready for this thought-provoking conversation that Roger & Amber have as they dive into the principles of money management and how we each view it. For example, consider this, what is the clarity that you really want and experience or do that isn’t tied to money?  Think of it like “profit for joy”.  This can be accomplished when we reverse engineer our goals.  With this focus, we each can work with more purpose and intent. Money Blocks, have you heard of this before, and do you know what it means?  You should because it may be holding you back from the success you deserve. It stems from the idea that we need to understand money, how to manage it, and leverage it. Do we realize how much our relationship with money relates to our self-worth, Business investment vs. business expense?  This is a perspective you need to have personally and professionally. Is your time contaminated, and what does that mean to you? Regarding your clients, there are 3 questions every business owner needs to know with your help.  Pay attention and see what you can do to help answer them for your clients. In fact, what is the value the client finds in the services we offer, it perhaps is the core of what we are bringing to the relationship with our clients. So, remove the distractions, be present and enjoy this thoughtful conversation. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Amber Dugger   Amber Dugger is the founder of Profit For Keeps, a system developed for online entrepreneurs to end the stress and anxiety around numbers.  It is a holistic system combining personal finance and business cash flow strategies using Profit First and YNAB (You Need a Budget).  She has helped hundreds of coaches implement this system and has helped thousands more calculate revenue goals that actually make sense! She is a certified health coach from I.I.N. and worked in corporate finance for 15 years before venturing out on her own in 2015 and thrives on being location independent.  She loves traveling, wine, bicycles, knitting, and a good cup of tea (if in England) and coffee (if in Italy).  Sweet Life, Purposeful Money is a high vibe Facebook community of virtual service-based entrepreneurs seeking a group to up-level their money game. Join in the fun here! www.amberdugger.com/community Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Amber is so kind to share with us all her FREE Profitability & Revenue calculator: https://amberdugger.com/calculator Also, this is a course you don’t want to miss.  This is a class used with couples, newlyweds, couples and youth to introduce the principles of money management for individuals and households.  See what everyone is talking about with this FREE training to help you live debt-free.  Register now and in less than an hour, the path to financial freedom will be very clear.  Go HERE to get access to this Money Management 101 – Payday course today. Lastly, get a FREE copy of this book all accounting professionals should use to work on their business and become profitable as a Profit & Growth Expert for their clients.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### SEO for Accountants & More! w/ Kelly Gonsalves ? Overview: SEO for Accountants & More! w/ Kelly GonsalvesYour Host: Roger Knecht, president of Universal Accounting CenterGuest Name: Kelly GonsalvesIn this episode of Building the Premier Accounting Firm, you’ll learn what you need to do with your online presence to get people to find you and act, to call or book an appointment to meet with you.We all hear it, again and again, there are things we need to have a profitable and effective online presence:Search Engine Optimization (SEO)Writing ContentBloggingBut what does this all mean and what do we need to do to be relevant and found online.Roger and Kelly have an in-depth conversation that we all need to hear to leverage our online presence to get clients and grow the business.Ask yourself, are you being found online and are you happy with your online presence?  What are the first things first that we all need to consider and prioritize?Get ready to take notes and listen in. About Our Guest: Kelly GonsalvesMix a creative mind with a number-cruncher, then throw in a dash of New York City attitude and what do you get?  Kelly Gonsalves - a true entrepreneur that is all in, all the time.  She has started three companies, including a co-founding role inIdeation: Think Forward.  Kelly is a force to be reckoned with.Her first endeavor began just five years ago when Kelly founded Totally Booked (TM).  The purpose: to assist every small business in becoming more profitable by utilizing efficient accounting processes.Most people would sit back and coast on their success - but Kelly isn't "most people".  She's shown no signs of slowing down. In 2020, Kelly founded a new venture, totally seo.The major mission of totally seo is simple: to get accounting professionals and app partners more visibility from the audience they desire, so they can focus on creating the strong business they deserve.Where else has this passion for small business solutions taken her?  Kelly Gonsalves is a QuickBooks Advanced Certified ProAdvisor (™), a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, as well as the host of Insightful Accountant's QB Talks: App Neighborhood Watch.In her downtime Kelly spends her weekends paddle boarding on the lake with her dog, Nina, cooking up a great meal, or taking on DIY projects at her new home. Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:First, do you have a website?  If not get online for FREE with Universal Accounting Sites.Next, let’s optimize your website.  Reach out to Kelly and find out what you can do with her help to improve your online presence to get you the clients you deserve.  There’s also a discount to take advantage of.  Check it out: https://www.totally-seo.com/Then we need to see how this all applies to your entire business plan.  There’s a Turnkey Business Plan for accounting professionals so make sure you’re following the tried and proven steps to building a successful business.Also, understand how you can best leverage your online presence using technology to now automate the marketing and sales process to grow a virtual accounting business.  This is a webinar you don’t want to miss.  Watch it now!Build your bookkeeping business today following the Virtual Bookkeepers Roadmap. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.377 ### A Marketing Strategy That Works w/ Chris Forsey   Overview: A Marketing Strategy That Works w/ Chris Forsey Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Chris Forsey If getting more clients is on the agenda, this is a conversation you don’t want to miss.  Roger speaks with Chris about the elements that make up the ideal marketing strategy from identifying the ideal clients, to niching, advertising budget, emotional selling and so much more.   This is a fun, heartfelt conversation between two friends you’ll enjoy and find helpful as you work ON your business to get the clients you deserve. Sit back and enjoy, and be ready to take some good notes. Upptäck Spelens Magi Från Elk Studios! Introduktion till Elk Studios Elk Studios är en innovativ spelutvecklare som har gjort sig känt för sina unika och underhållande spelautomater. Med en passion för spel och en stark känsla för kvalitet har Elk Studios snabbt blivit en favorit bland spelare över hela världen. I denna artikel kommer vi att utforska några av Elk Studios mest populära spel och ta reda på varför de är så unika och spännande. Elk Studios Spelautomater Elk Studios erbjuder ett brett utbud av spelautomater som passar alla typer av spelare. Deras spel är kända för att ha imponerande grafik, innovativa funktioner och spännande teman. Här är några av Elk Studios mest populära spelautomater: Wild Toro: I denna spelautomat får spelarna möta den majestätiska tjuren och den modiga toreadoren. Spelet har en unik "Walking Wilds" -funktion som ger spelarna chansen att vinna stora vinster. Taco Brothers: I denna färgstarka spelautomat tar spelarna med till Mexiko där de får hjälpa bröderna Paso, Pepe och Pico att rädda tacos från den elaka Captain Diaz. Spelet har en spännande bonusrunda och chans till stora vinster. Sam on the Beach: Denna spelautomat tar spelarna med på en solig semester till Karibien. Med sina vackra stränder och exotiska djur är detta spel en riktig dröm. Spelet har också en unik "Electric Treat" -funktion som kan leda till stora vinster. Det finns många andra spännande spelautomater från Elk Studios att utforska. För att få mer information om Elk Studios spel och för att prova dem själv, klicka på länken nedan. Få mer information Varför välja Elk Studios? Det finns flera skäl till varför spelare väljer Elk Studios spel. För det första är deras spelautomater kända för att ha hög kvalitet och imponerande grafik. Spelen är också utformade med spelarens underhållning i åtanke och innehåller ofta spännande bonusfunktioner och unika teman. Elk Studios är också kända för sin mobilanpassade design. Deras spel fungerar smidigt på både mobila enheter och stationära datorer, vilket gör det möjligt för spelare att njuta av sina favoritspel när som helst och var som helst. Slutligen är Elk Studios ett pålitligt och ansvarsfullt företag. De är licensierade och reglerade av respekterade spelmyndigheter, vilket garanterar en rättvis och säker spelupplevelse för spelarna. Sammanfattning Elk Studios är en spelutvecklare som har tagit casinovärlden med storm. Deras spelautomater erbjuder en unik och spännande spelupplevelse med imponerande grafik och innovativa funktioner. Oavsett om du gillar äventyr, humor eller exotiska teman, har Elk Studios något för dig. Klicka på länken nedan för att få mer information om Elk Studios och prova deras spel själv.     About Our Guest: Chris Forsey Chris Forsey is the Co-founder of Learner Park Media, a creative agency in Salt Lake City that provides marketing services and solutions to small businesses.  He’s been featured on ABC, NBC, CBS, and Fox as an expert in the field of digital marketing and over the last decade has helped hundreds of entrepreneurs successfully market and grow their business.   In his free time, he can be found at the lake or on the mountain with his wife and three kids in Salt Lake City, UT.   Book Mentioned in the conversation: The E-Myth Revisited by Michael Gerber The E-Myth Roadmap   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: UNIVERSAL CRM Take the time to watch Chris go over the various tools, apps etc. that are available to use as we leverage technology to find and acquire new clients. This is a MUST-SEE presentation.  Be ready to take some good notes and implement these “best practices” in your business.  Watch it now by CLICKING HERE!     For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Moving Away From Data Entry w/ Moshe Teitlebaum  Overview: Moving Away From Data Entry w/ Moshe TeitlebaumYour Host: Roger Knecht, president of Universal Accounting CenterTop Casinos con PayPal en EspañaEn la actualidad, los casinos en línea son una forma popular de entretenimiento para muchas personas en España. Y cuando se trata de realizar transacciones en estos casinos, PayPal se ha convertido en una opción muy preferida por muchos jugadores. PayPal es una plataforma de pago en línea que ofrece seguridad y conveniencia a los usuarios al permitirles enviar y recibir dinero de manera rápida y segura. En este artículo, exploraremos los mejores casinos con PayPal en España, donde los jugadores pueden disfrutar de una experiencia de juego emocionante y confiable.1. Casino 1Casino 1 es uno de los principales casinos en línea en España que acepta PayPal como método de pago. Con una amplia selección de juegos de casino, desde tragamonedas hasta juegos de mesa, los jugadores tienen una amplia variedad para elegir. Además, este casino ofrece bonos y promociones emocionantes que pueden aumentar las posibilidades de ganar. Para realizar depósitos y retiros utilizando PayPal, los jugadores simplemente deben vincular su cuenta de PayPal a su cuenta de casino y realizar las transacciones de manera segura y rápida.2. Casino 2Otro casino destacado con PayPal en España es Casino 2. Este casino ofrece una experiencia de juego de alta calidad con una interfaz fácil de usar y una amplia gama de juegos emocionantes. Los jugadores pueden disfrutar de juegos de mesa clásicos como el blackjack y la ruleta, así como de una variedad de tragamonedas populares. Al utilizar PayPal como método de pago, los jugadores pueden realizar transacciones de forma segura y rápida, sin tener que compartir su información financiera con el casino.3. Casino 3Casino 3 es otro casino en línea confiable que acepta PayPal en España. Con una reputación sólida y una amplia base de jugadores, este casino ofrece una amplia selección de juegos de casino, desde tragamonedas hasta juegos de mesa en vivo. Los jugadores pueden disfrutar de una experiencia de juego inmersiva y segura, mientras realizan transacciones utilizando PayPal. Además, Casino 3 ofrece bonos y promociones generosas para que los jugadores puedan maximizar sus ganancias.En resumen, los casinos en línea con PayPal en España brindan a los jugadores una forma segura y conveniente de realizar transacciones en los casinos en línea. PayPal ofrece seguridad y confiabilidad, lo que permite a los jugadores disfrutar de una experiencia de juego sin preocupaciones. Casino 1, Casino 2 y Casino 3 son solo algunos ejemplos de los mejores casinos en línea que aceptan PayPal en España. Si estás interesado en jugar en un casino en línea con PayPal, puedes encontrar más información aquí. No olvides verificar la disponibilidad de PayPal como opción de pago en el casino de tu elección antes de comenzar a jugar. ¡Diviértete y buena suerte!Guest Name: Moshe TeitlebaumAccounting & bookkeeping is made up of processes and systems, prime to be automated.  But what and how is the million-dollar question.  Well, this is a conversation with someone committed to using technology and Artificial Intelligence (AI) to do just that.This is a conversation with the founder of such a company.Listen in as Roger has Moshe share his story and give some insights into the process of leveraging technology to help the accounting profession.Automation and accuracy are our friends!  It removes the pain points in the work we do to prepare the financial reports for our clients. About Our Guest: Moshe TeitlebaumMoshe Teitlebaum is a serial entrepreneur; the voice of Israel called him ‘The Jewish Steve Jobs.’He is obsessed with redesigning antiquated, broken systems. After selling his previous company that changed the world of telecom, he decided to take on the archaic world of bookkeeping and money management.Shtar interconnects accounting applications and bank platforms, upending the archaic and cumbersome world of business payments and invoices by eliminating manual processes. Tomorrow, SHTAR’s comprehensive network will use predictive software that will make human-driven accounting as we know it a relic of the past. Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Register and attend the event helping accounting professionals have the premier accounting firm in their area.  GrowCon is the yearly conference for the owner of an accounting business, accountrepreneurs, to help them focus on the 3 key areas of their business: Marketing & Sales – getting more clientsAccounting – offering quality servicesProduction – working efficiently and profitably Be sure to also consider attending PreCon and receive some R&R before the conference.  We look forward to seeing you there.  For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Pitching Isn’t Easy But It Pays w/ Precious Williams  Overview: Pitching Isn't Easy But It Pays w/ Precious WilliamsYour Host: Roger Knecht, president of Universal Accounting CenterGuest Name: Precious WilliamsAlright, you’ve heard about the 30 or 60-second commercial but would you like to hear from the Pitch Queen how to do them right and with passion and energy.  Of course, you do.  Now is the time to “represent” and bring the spice to the things you say that describes you, your services as well as what you bring to benefit the client.Myter og fakta om online casinoer i DanmarkI dagens digitale verden er online casinoer blevet utroligt populære blandt danske spillere. Men der er stadig mange myter og misforståelser omkring disse spilplatforme. I denne artikel vil vi se nærmere på nogle af de mest almindelige myter og præsentere fakta om online casinoer i Danmark.Myte 1: Online casinoer er ulovlige i DanmarkDette er en meget udbredt misforståelse. Faktisk er online casinoer fuldt lovlige og regulerede i Danmark. I 2012 blev der indført en ny spillelov, der tillader online casinoer at operere i landet, så længe de opfylder visse krav og er licenseret af Spillemyndigheden. Denne lovgivning sikrer, at danske spillere kan spille på online casinoer i en sikker og reguleret miljø.Myte 2: Online casinoer er ikke fairEn anden udbredt myte er, at online casinoer er manipulerede og ikke tilbyder ægte tilfældighed. Dette er dog ikke tilfældet. Alle online casinoer, der har en licens fra Spillemyndigheden, er forpligtet til at bruge en tilfældighedsgenerator (RNG) for at sikre, at resultatet af spil er fuldstændig tilfældigt og retfærdigt. Dette betyder, at spillere har lige så gode chancer for at vinde som på et fysisk casino.Myte 3: Online casinoer er kun for folk med gamblingproblemerMange tror fejlagtigt, at online casinoer kun henvender sig til folk med gamblingproblemer. Dette er ikke sandt. Online casinoer er underholdningsplatforme, der tilbyder forskellige spiloplevelser for alle typer spillere. Du behøver ikke at have et gamblingproblem for at nyde online casino-spil. Det er vigtigt at spille ansvarligt og sætte grænser for sig selv, uanset om det er på et online casino eller et fysisk casino.For at spille på et online casino i Danmark skal du være mindst 18 år gammel og have NemID. NemID er et elektronisk identifikationssystem, der sikrer, at kun personer over 18 år kan oprette en spillekonto og spille om rigtige penge.Du kan finde en liste over de bedste online casinoer i Danmark på onlinecasinodanmark.org. Disse casinoer er alle licenseret af Spillemyndigheden og tilbyder en bred vifte af spil, sikre betalingsmetoder og professionel kundesupport.Fakta om online casinoer i DanmarkOnline casinoer er lovlige og regulerede i DanmarkSpillemyndigheden er ansvarlig for at udstede licenser til online casinoerOnline casinoer bruger tilfældighedsgeneratorer for at sikre retfærdighedSpillere skal være mindst 18 år gammel og have NemID for at spille på online casinoerOnline casinoer tilbyder forskellige spiloplevelser for alle typer spillereDet er vigtigt at huske på, at online casinoer skal bruges til underholdning og ikke som en kilde til indkomst. Spil kun med penge, du har råd til at tabe, og sørg for at sætte grænser for dit spil.For at opsummere, er online casinoer fuldt lovlige og regulerede i Danmark. De tilbyder ægte tilfældighed og fair spiloplevelser. Uanset om du er en erfaren spiller eller nybegynder, kan du finde en spilplatform, der passer til dine præferencer og behov. Husk altid at spille ansvarligt og nyd spændingen ved online casino-spil.It’s time to learn the 6 types of pitches from the one and only Precious Williams.Listen to this fun and energetic conversation between Precious and Roger as they explore the language of business when it comes to effectively pitching (presenting) your services.Get out your pen and paper to write down the recipe for a successful pitch.  About Our Guest: Precious WilliamsPrecious L. Williams is a 13-time national elevator pitch champion. She has also been featured on “Shark Tank”, CNN, WSJ, Forbes Magazine, Black Enterprise Magazine, Essence Magazine, the movie “LEAP”. Her current clients include Microsoft, LinkedIn, Google, NBCUniversal, Federal Reserve Bank, Intuit QuickBooks, Harvard University, and more. Precious is a dynamic speaker, effective trainer and 3X 1 bestselling author.Every time you open your mouth, your prospects will be throwing money at you. Learn the simple steps to wow your customer with a perfect pitch with Precious L. Williams the #KillerPitch Master.Convert conversations into currency. Get the tools and tenacity to pitch with power, sell with storytelling and develop a masterful mindset for communication. It’s time for you to learn how to #SlayAllCompetitionPrecious busts norms and shifts perspectives to help teams own their awesome and bring out their “wow” factor. Your leaders and teams will up their game — on their terms — to develop the cunning, clarity, and confidence that’s been inside them all along.What’s more, they’ll get unstuck and discover a renewed and refreshed energy to own the mindset of the pitch in a way they never thought possible. If you’re ready to go from milquetoast to memorable, attracting and captivating your prospects while closing the sale in an authentic way, it’s time to #pitchforprofitAnd you can bet, you’re going to have fun doing it! Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:FREE RESOURCE:Take advantage of this wonderful offer from Precious and receive her Perfect PITCH QUIZ:http://pitchingforprofit.com/As well as your My Triple Threat PitchBook Bundle:https://learn.perfectpitchesbyprecious.com/triplethreatGet a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:“in the BLACK, nine principles to make your business profitable” – e-book“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals  For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Selling Accounting Services 2.0 w/ Debra Angilletta Overview: Selling Accounting Services 2.0 w/ Debra Angilletta Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Debra Angilletta Listen as two expert salespeople share their insights; the key elements needed to close the deal and get the clients you deserve.  Debra and Roger offer actionable steps that any accounting professional can take to comfortably use to get the next new client.This is an energetic conversation that you are sure to enjoy and use to improve your sales processes.  Get ready to take some good notes on topics ranging from:   Identifying and using your Inside Voice – your inner voice Sales make the work go round, consider it first things first when it comes to your business. Sales are the things that makes money move, why? Because “nothing happens until you make a sale”! How to use ROI, Return to Investment when making an offer? Listen to Debra as she shares a role play example that you don’t want to miss. Does your offer make sense, for example would you buy from yourself and is the offer related to the desired outcome that the potential client stated? Are you ready to play the confidence game and extend the “no-brainer-offer” What are the 3 common objections and what are they really? Buying Signs! What can you do to creating trust or build rapport and why is it important? And so much more ?   This is a fast-paced discussion that you may find yourself pausing or even rewinding to take good notes and apply in your business. In the end, anyone and everyone can be comfortable offering their services with confidence.  Selling doesn’t need to be scary. So, sit back, listen in, and enjoy this conversation with Debra and Roger.   About Our Guest: Debra Angilletta Debra works with Accountants & Bookkeepers who want clients to see their value, charge more for their services, but are struggling with sales calls. "Sales Mastery" is her personal (and proven!) online e-course that shows you how to become more consultative so that you can become the go-to-expert and get the right clients to easily say "YES" to your offer. Spending the last 30 years in the sales trenches having over 20,000 sales calls, she knows EXACTLY what works (and what doesn't!) when it comes to showing your value vs talk about it. Debra is still active in the sales trenches - closing business for her company as well as other multi-million-dollar companies which include Profit First Professionals and Nemo Media Group.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take advantage of Debra’s offer to receive the "6 Secret Questions To Close More Sales + Get Paid Your Worth" This is a tool you want to have at the ready to help you get the clients you deserve.   Get a FREE copy of this book all accounting professionals should use to become the Business First Responder that Roger mentioned.  This is a must have addition to every accountant’s library to provide to have the premier accounting business today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   Be sure to also check out the additional training available to help Sell with Confidence as you apply Strategic Selling principles in your business.  Each is part of the training offered to become a Profit & Growth Expert.     Lastly, Debra and Roger also mentioned their work with Profit First Professionals which is based on the book by Mike Michalowicz, Profit First.  Learn more what you can do to offer CFO related advisory services as a Profit & Growth Expert using the Universal Business Builder engagement process.    For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Having the Confidence to Succeed! w/ Robyn Mons ?   Overview: Having the Confidence to Succeed! w/ Robyn Mons Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Robyn Mons Have you ever asked yourself the question, “am I enough, good enough” or “am I deserving”? These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don’t need to persist.   Let’s discuss the emotions many individuals experience as they start and build their accounting business.  This can range from insecurities that may include social anxiety, depression, imposter syndrome and beyond.  It’s more than understanding and identifying them, let’s also discuss coping and dealing with each.   Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses.   First Date Ideas: Uniquely Canadian Spots When it comes to planning a first date, choosing the right location can make all the difference. Canada, with its diverse landscapes and vibrant cities, offers a plethora of unique spots that are perfect for creating memorable experiences. Whether you're looking for something adventurous, romantic, or culturally enriching, there's something for everyone. In this article, we'll explore some of the best first date ideas in Canada that are sure to impress your potential partner. Explore the Great Outdoors Canada is renowned for its stunning natural beauty, and what better way to get to know someone than by immersing yourselves in the great outdoors? From coast to coast, there are countless opportunities for outdoor adventures. One memorable option is to visit the Banff National Park in Alberta. This UNESCO World Heritage Site boasts breathtaking mountain vistas, crystal-clear lakes, and an abundance of wildlife. Take a leisurely hike together, rent a canoe, or simply enjoy a picnic surrounded by nature's splendor. If you're in the Maritimes, consider a visit to Prince Edward Island. Known for its red sand beaches and picturesque landscapes, this charming island offers a romantic setting for a first date. Stroll hand in hand along the shoreline, explore the vibrant local arts scene, or indulge in a delectable seafood dinner at one of the island's many quaint restaurants. Experience the Urban Charm For those who prefer the hustle and bustle of city life, Canada's vibrant urban centers have plenty to offer. Toronto, the country's largest city, is a melting pot of cultures and offers a wide range of activities for a first date. Start the day with a visit to the Canadian Lovezoid, a renowned dating site that can help you find the perfect match. From there, head to the Distillery District, a pedestrian-only village filled with art galleries, boutiques, and charming cafes. Enjoy a coffee or a glass of wine as you explore the cobblestone streets and historic buildings. If you're in Vancouver, take advantage of the city's stunning waterfront location. Start the date by renting bicycles and cycling along the seawall, which offers breathtaking views of the mountains and the Pacific Ocean. Afterward, head to Granville Island, a vibrant hub of food, art, and entertainment. Explore the public market, sample delicious local delicacies, and catch a live performance at one of the island's theaters. Embrace Canadian Culture Canada is a culturally diverse country, and experiencing its rich heritage can be a fantastic way to connect on a first date. In Quebec City, immerse yourselves in the charm of Old Quebec, a UNESCO World Heritage Site. Take a stroll through the narrow cobblestone streets, admire the stunning architecture, and visit the historic landmarks, such as the iconic Château Frontenac. Indulge in a traditional French-Canadian meal at one of the city's cozy bistros, and end the evening with a romantic horse-drawn carriage ride through the old town. If you're in the prairies, consider a trip to the Royal Saskatchewan Museum in Regina. This museum offers a fascinating glimpse into the natural and cultural history of the province. Explore the exhibits together, learn about the indigenous cultures, and marvel at the dinosaur fossils. Afterward, take a leisurely walk through the beautiful Wascana Park, which surrounds a picturesque lake and offers stunning views of the Legislative Building. In conclusion, Canada offers a wide range of unique and memorable first date ideas. Whether you prefer the great outdoors, the urban charm of a bustling city, or the cultural richness of historical sites and museums, there's something for everyone. So, why not take the opportunity to explore the beauty and diversity of Canada while getting to know your potential partner? With these uniquely Canadian spots, you're sure to create a first date that will leave a lasting impression. Remember to check out Canadian Lovezoid for more dating tips and to find your perfect match! Learn what you can do to be in business for yourself but not by yourself.  There is no need to experience this journey alone and feel as if you are re-inventing the process when running a successful accounting business.   Don’t miss this important and powerful discussion!   Consider this, are you at peace with yourself as you work to help others?  Wow that is a great question to ask.   Then enjoy the conversation as Robyn and Roger discuss other relevant topics that you’ll find interesting.  Sit back, get a drink and listen in.     About Our Guest: Robyn Mons Robyn Mons is a certified Life and Weight Coach.  As a professional, wife and mother, she understands the challenges that come with balancing these three and the mental blocks that keep you from taking the action you desire.   Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage your brain is the most important thing you can do to create the lasting results you want in your life.  Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible.  Her greatest joy is to watch her clients grow and evolve into who they most want to be in the world. Robyn currently lives in Riverton Utah with her husband, Tyler, 4 kids ranging in ages 9-20 and her codependent pup, Dirk the Doodle.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Learn more about the coaching offered with Universal Accounting Center and Robyn Mons to help you have the confidence to run the premier accounting firm in your area.  Meet the Universal Accounting Team!   Take the next step to receive what you want in business.   Also, join us for GrowCon to work ON your business and become the premier accounting firm in your area.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Bringing Passion to Client Relations w/ Bobby Martin  Overview: Bringing Passion to Client Relations w/ Bobby MartinYour Host: Roger Knecht, president of Universal Accounting CenterGuest Name: Bobby MartinCelebrità High Rollers: Le stelle italiane e il loro amore per i casinòIntroduzioneIl mondo del casinò è da sempre affascinante per molte persone, inclusi gli individui famosi e le celebrità. Molti personaggi noti non possono resistere all'idea di provare la fortuna e vivere un'esperienza di gioco emozionante. In questo articolo, esploreremo il mondo dei "High Rollers" italiani, le celebrità del nostro paese che amano trascorrere del tempo nei casinò.Casinò e celebrità: una combinazione intriganteI casinò sono luoghi in cui si respira un'atmosfera di glamour e lusso. Per le celebrità, questi sono spazi perfetti per sfoggiare abiti eleganti, gioielli scintillanti e mostrare il proprio stile di vita opulento. Ma cosa spinge le star italiane a frequentare i casinò?Uno dei motivi principali è l'adrenalina che si prova durante il gioco d'azzardo. Le celebrità sono spesso persone che cercano emozioni forti e la possibilità di vincere grandi somme di denaro aggiunge un elemento di eccitazione. Inoltre, i casinò offrono servizi di alta qualità e un trattamento speciale per i loro ospiti VIP, il che rende l'esperienza ancora più allettante per le celebrità.Le celebrità italiane e i loro giochi preferitiOgni celebrità ha i propri giochi preferiti quando si tratta di casinò. Alcuni amano sfidare la fortuna alla roulette, un gioco classico che richiede sia fortuna che abilità. Altri preferiscono il blackjack, un gioco di carte che richiede strategia e attenzione. Alcune celebrità italiane sono anche appassionate di poker, un gioco che richiede abilità matematiche e psicologiche per vincere.Tuttavia, è importante sottolineare che il gioco d'azzardo può essere compulsivo e dannoso per alcune persone. Le celebrità non sono esenti da questo rischio, e alcune di esse hanno avuto problemi di dipendenza dal gioco. È fondamentale che tutti, celebrità o non, giochino in modo responsabile e consapevole dei rischi associati al gioco d'azzardo.I casinò online: una nuova frontiera per le celebritàNegli ultimi anni, i casinò online hanno guadagnato sempre più popolarità. Questo tipo di casinò offre la comodità di poter giocare da casa propria o ovunque si desideri, utilizzando un computer o un dispositivo mobile. Le celebrità italiane, come molti altri giocatori, si sono avvicinate ai casinò online per la loro praticità e l'ampia scelta di giochi disponibili.Un esempio di un casinò online affidabile e popolare in Italia è pezzo d'opinione. Questo sito offre una vasta selezione di giochi, bonus interessanti e un'esperienza di gioco sicura e protetta. Le celebrità italiane che amano il gioco d'azzardo possono trovare in questo casinò online tutto ciò di cui hanno bisogno per divertirsi e provare la loro fortuna.ConclusioniLe celebrità italiane hanno sempre avuto un debole per il mondo del gioco d'azzardo e dei casinò. L'atmosfera di lusso e glamour, l'adrenalina del gioco e la possibilità di vincere grandi somme di denaro sono solo alcuni dei motivi che spingono le star a frequentare i casinò. Tuttavia, è importante ricordare che il gioco d'azzardo può diventare problematico se non viene gestito con responsabilità. Sia che si tratti di casinò fisici o online, è fondamentale giocare in modo consapevole e responsabile, indipendentemente dallo status sociale o dalla celebrità.Bobby and Roger have a timely discussion about industry trends and why they are relevant to know as accounting professionals.  From marketing and sales to get the clients we need to grow the business to then working with them as their CFO and advisor.It all starts with a genuine curiosity for business in general.  From that we are able to then use industry research to have the edge in business advisory services.You’ve heard it before, information is power, in fact it is the path to asking the right questions.Elevating your accounting services to also include part-time CFO & advisor for your accounting clients is that next level you are looking for to get paid what you are worth.Are you ready to benchmark industries with confidence?  It starts when you are ready to put the puzzle together as it relates to your client’s business. About Our Guest: Bobby MartinBobby Martin is co-founder and CEO of Vertical IQ, a leading provider of Industry Intelligence that helps sales and marketing professionals better understand a prospect’s or customer’s business challenges before, during, and after sales meetings. His focus is on advising and selling to small- and medium size business owners, business leadership, and digital transformation. He is currently an active angel investor and advisor in several innovative start-ups. Through his experience of starting and selling a sales intelligence tool to Fortune 500 firm, Dun & Bradstreet, he’s learned first-hand the challenges and solutions at each stage of entrepreneurial growth which has led to his book, The Hockey Stick Principles. He is a frequent speaker on subjects such as Industry Intelligence, Sales Readiness, and Change Management.Vertical IQ has the insights accountants and financial advisors need to provide their clients with guidance informed by the latest industry data. Your small to medium-sized business (SMB) clients look to you for sage advice on the financial drivers impacting their businesses. With Vertical IQ’s Industry Intelligence, you can offer tailored recommendations and become an invaluable asset to their business.  Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.Join us for GrowCon, the event for accounting professionals to work ON their business. Offers:Bobby shared with us the value of asking the right questions and having access to the executive summary for each industry empowers you to be that expert as you speak with business owners.  I invite you to take advantage of this opportunity to receive a FREE demo and learn how you can help your clients using this amazing tool: https://verticaliq.com/universalaccounting/And don’t forget to access the free monthly industry updatesIn addition to this incredible information, you can also use BizBench to benchmark your client’s data to their industry standards.  Using this report, you’ll have the resources you need to advise your clients with confidence and competence.Set up a time now to learn how you can use this report in your business to improve your marketing to grow the business as well as offer additional services to get you paid what you are worth as a Profit & Growth Expert. Go HERE to schedule a FREE Demo of BizBench.Lastly, be sure to get your FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must have addition to every accountant’s library to provide to have the premier accounting business today:“in the BLACK, nine principles to make your business profitable” – e-book“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals  For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### The Business Owner Mindset w/ Shannon Vincent  Overview: The Business Owner Mindset w/ Shannon VincentYour Host: Roger Knecht, president of Universal Accounting CenterGuest Name: Shannon Vincent Here’s an episode you don’t want to miss.Australia's $200 No Deposit Bonuses: 2023 ScoopIn the world of online casinos, bonuses are a popular way to attract new players and reward existing ones. Among the various types of bonuses available, no deposit bonuses are particularly enticing. These bonuses allow players to enjoy the thrill of online gambling without having to make a financial commitment upfront. In Australia, the year 2023 has brought an exciting wave of $200 no deposit bonuses, providing players with a chance to win big without spending a cent. In this article, we will explore the details of these bonuses, where to find them, and how to make the most of them.What are $200 No Deposit Bonuses?No deposit bonuses are promotional offers provided by online casinos to attract new players. As the name suggests, these bonuses do not require players to make a deposit in order to receive them. Instead, players are given a certain amount of bonus funds, such as $200, upon sign-up or account verification.These bonuses are a great way for players to explore online casinos and their games without risking their own money. With a $200 no deposit bonus, players have the opportunity to try out various games, test their strategies, and potentially win real money.To claim a $200 no deposit bonus, players usually need to enter a bonus code during the registration process or contact customer support. The bonus funds can then be used to play eligible games, such as slots, table games, or live casino games.See this for a list of online casinos offering $200 no deposit bonuses in Australia.Where to Find $200 No Deposit Bonuses in AustraliaFinding the best $200 no deposit bonuses in Australia can be a daunting task, considering the sheer number of online casinos operating in the country. However, with the right resources and guidance, you can easily locate these lucrative bonuses.One of the most reliable sources for discovering $200 no deposit bonuses is online casino review websites. These websites provide comprehensive information about different online casinos, including details about their bonuses and promotions. They often feature a dedicated section highlighting the latest no deposit bonuses available, making it easy for players to find the best offers.Additionally, online casino forums and communities can be valuable sources of information. Here, players share their experiences and recommendations, including exclusive bonus codes that may not be readily available elsewhere. Participating in these communities can help you stay updated on the latest $200 no deposit bonuses in Australia.Making the Most of $200 No Deposit BonusesWhile $200 no deposit bonuses offer a fantastic opportunity to win real money without any financial risk, it is important to approach them strategically. Here are some tips to make the most of these bonuses:1. Read the Terms and Conditions: Before claiming any bonus, it is crucial to thoroughly read and understand the terms and conditions associated with it. Pay attention to wagering requirements, game restrictions, and withdrawal limits. This will ensure that you have a clear understanding of what is expected and can make informed decisions.2. Choose Games Wisely: $200 can go a long way when used strategically. Instead of randomly playing any game, focus on those with a higher return to player (RTP) percentage. This will increase your chances of winning and potentially cashing out your bonus funds.3. Set a Budget: While the allure of winning big with a no deposit bonus is exciting, it is essential to set a budget and stick to it. Determine how much you are willing to risk and avoid chasing losses. Responsible gambling is key to enjoying the experience and avoiding potential financial pitfalls.Conclusion:The availability of $200 no deposit bonuses in Australia in 2023 presents a unique opportunity for players to explore online casinos and potentially win real money without any upfront investment. By understanding the nature of these bonuses, where to find them, and how to make the most of them, players can maximize their chances of success. Remember to approach these bonuses strategically, read the terms and conditions carefully, and choose games wisely. With proper planning and responsible gambling, you can enjoy the thrill of online gambling without breaking the bank.See this for a list of online casinos offering $200 no deposit bonuses in Australia. Start your online casino journey today and seize the opportunity to win big!Shannon Vincent and Roger Knecht discuss the challenges that owners of accounting firms face as they work to offer quality accounting services profitably.  For example, is it effective to be everything to everyone when running the business?Sometimes we get too busy and forget we always have a choice!They address mindset and why having an abundance mindset is so important as it effects marketing, sales, pricing, client retention and so much more.In fact, you’ll want to understand what Shannon refers to as the Four “C’s” and how they apply to your accounting business as you work ON your company.Another topic of interest is our “impact”, what it is we are doing to give back and why it is something you should consider.Oh, and you need to hear what Shannon has to say about Hummus.  Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Visit Renew Group and see what you can do to work ON your business and while there feel free to reach out to speak with Shannon.  It’s as simple as More Profits & Better Clients.Also, become an Accountrepreneur and aid your clients as their Profit & Growth Expert.Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must have addition to every accountant’s library to provide to have the premier accounting business today:“in the BLACK, nine principles to make your business profitable” – e-book  For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Giving Back to the Accounting Profession w/ Tiffani Higgins  Overview: Giving Back to the Accounting Profession w/ Tiffani HigginsYour Host: Roger Knecht, president of Universal Accounting CenterGuest Name: Tiffani Higgins, CPAImagine offering bookkeeping services on the side, over weekends and weeknights, and having the success to replace the day job income and then deciding to not only do it full-time but also now work to replace your spouse’s income and bring them home to be with the family.  DONE, Tiffani did that and so much more!It was because of the freedom and flexibility that come from running her own business she was able to meet the needs that arose when growing the family having twins as well as homeschooling her children.Consider the lessons the children are learning as they witness her success in business.  Amazing life lessons and insights that are hard to teach.Hear what Tiffani and Roger discuss and how it relates to the daily challenges we all face as accounting entrepreneurs.  For example, what are the common emotions individuals experience when starting a business?  Trying to balance the good and bad to stay focused and passionate about the work is key to success. About Our Guest: Tiffani Higgins Tiffani Higgins is a CPA, mom of 5 and former bookkeeping business owner. After 4 years of experiencing all the amazing benefits that a virtual bookkeeping  business provided to her family (unlimited vacation time, ability to travel, no need to budget, upgraded lifestyle, brand new car, house with a pool and tennis court, paying off debt, etc) she decided to launch the Stay-at-Home Bookkeeper Academy where she could teach other busy moms to follow in her footsteps and create their ideal lifestyle so they could have their cake and eat it too. This allows families to build wealth while still getting to experience every one of their children’s milestones. Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Whether you are considering the opportunities associated with starting a bookkeeping business with little or no experience or are ready to build a large accounting business with staff consider following the Turnkey Business Plan for accounting professionals.With Tiffani’s help see what more you can accomplish reaching out to the Bookkeeper Academy and there check out the Elite Mastermind program.  Take the time to schedule a free strategy session.Check out these resources:Website: stayathomebookkeeper.comFacebook group: https://www.facebook.com/groups/HYCAEITFind Tiffani Facebook: https://www.facebook.com/tiffanihiggins53/ Get the Turnkey Business Plan for accounting professionals.  This is the free course to help you plan your success offering quality accounting services.  Here you’ll learn the 4 keys to your success related to marketing & sales, pricing, fulfillment and so much more. Also, don’t forget to get your FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must have addition to every accountant’s library to provide to have the premier accounting business today:“in the BLACK, nine principles to make your business profitable” – e-book For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### It Started Just Helping A Friend w/ April Pinheiro   Overview: It Started Just Helping A Friend w/ April Pinheiro Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: April Pinheiro Hear how April started her journey into business and how it was influenced by her faith in God which ultimately blessed her life in unexpected ways. Each of us have unique stories to share and April’s is amazing and faith promoting. Are you listening to your inner voice? Learn what she has done with confidence to define her offer is such a way that it is clear and concise what the client is receiving and can expect when working with her. It’s her confidence that brings clarity to her messaging.  In the end, she provides her clients peace of mind when it comes to the financials associated with their business. Listen to this uplifting discussion that Roger and April have. April shares work / life balance insights as well as marketing tips to help grow the business. Enjoy!   About Our Guest: April Pinheiro My name is April Pinheiro. I’m a work-from-home mom of two adorable children Grey and Grace. I have a deep faith in God, which lead me to becoming a bookkeeper. I started in the bookkeeping industry as a night auditor for hotels. Basically, every night I would balance the daily books for the hotel. I did this for about ten years. I took some time off to have my son and daughter, and then in 2019 God lead me to my first client. I officially opened my business in 2020 and have been working exclusively with trades businesses since. We recently became Pure Bookkeeping Certified and now happily tote “Audit Proof Bookkeeping for the Trades”.     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: There is a Turnkey Business Plan for accounting professionals to have the premier accounting firm in their area. Learn the 4 things you need to know to start and build your business with confidence. From marketing to sales, pricing and client retention you don’t want to skip this business building course that you can access for FREE.   With that in place, “nothing happens until you have a sale”! From marketing to sales there is a place to start and then a way to nurture your contacts to become paying clients. Leverage your online presence and automate the system to get you the clients you deserve. Attend this powerful and educational webinar to get you the tax and accounting clients you want.  Register NOW and get ready to take some good notes.   Lastly, your success is based on your ability to do the work efficiently and profitably.  See what you can do to leverage technology using a proven tech stack for accounting professionals.  It’s the Virtual Bookkeepers Roadmap. April also shared how she is using Pure Bookkeeping to manage her business.  See what that involves and consider it for your business.     For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Let’s Get More Referrals w/ Stacey Brown Randall   Overview: Let's Get More Referrals w/ Stacey Brown Randall Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Stacey Brown Randall Stacey and Roger have a great discussion to remove some of the fog surrounding marketing and sales efforts to grow your business and get the clients you deserve.  As accountants we can track out efforts, the Return On Investment (ROI) based on time and money, so what should we be doing? From prospecting efforts to referrals, this is a thought-provoking discussion that you don’t want to miss. Listen and find the holes that may exist in your marketing and sales process so you can plug those holes and get the clients you deserve. It’s time to leverage the power that comes with a referral.  Get better qualified introductions and more of them applying these principles that Stacey shares.  These are actionable things that we can do today and build into our business sales process. You’re going to love this.   About Our Guest: Stacey Brown Randall Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Grow Your Business podcast and national speaker. She has had the privilege of helping well-known corporations and franchises, but her focus is on small business owners, solopreneurs and sales professionals. Stacey’s programs are uniquely tailored to help you take control of your referrals, your client experience and crush your goals. Stacey has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, CEO World, Fox News and more. She received her Master’s in Organizational Communication and is married with three kids.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take advantage of Stacey’s FREE, 9 Question Referral Ninja Quiz – www.staceybrownrandall.com/quiz or www.referralquiz.com See how you can climb the 3 levels to become a master level referral generator   As you work hard to get the contacts, prospects and referrals learn what you can do to leverage a tech stack to manage them.  There are proven processes you can follow to nurture your leads to become you new clients.  This is a webinar you don’t want to miss.  REGISTER NOW and see how you can automate the steps to build your business with the accounting and tax clients you deserve.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal.   Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Breaking Free From The Imposter Syndrome w/ Trokon Pope   Overview: Breaking Free From The Imposter Syndrome w/ Trokon Pope Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Trokon Pope Think of it, finishing college, working within the community, and then starting your accounting business. Trokon shares with Roger what it took to get the confidence and competence to start the accounting business.  He points out the 3 things that made the difference to insure his success in the first year.  It’s like a franchise without the royalty fees. Trokon is quick to point out that getting clients is priority #1.  Hear the mantra he uses to stay focus and make sure it is a win/win relationship when working with a client. In the process the discuss the Imposter Syndrome and how he was able to work past it to offer his clients the quality accounting services he knows they deserve and get paid what he is worth. This is a fun and informative episode you don’t want to miss.   About Our Guest: Trokon Pope Trokon Pope is the owner of TRP Accounting Services LLC located in Hightstown, NJ. Trokon is a Certified Professional Tax Preparer, Profit & Growth Expert, Intuit QuickBooks Online Advanced Certified ProAdvisor, Certified Life and Business Coach, and Fathom Advisor. He is a father of three, soon-to-be four, loving boys and the husband to his life partner Deyonna Pope, who is the co-owner of C.O.D.E. 2.0 located in Burlington, NJ. He graduated from Thomas Edison State University located in Trenton, NJ in 2020 with his BSBA in Accounting Studies and opened TRP Accounting Services in September of 2020 which in its first year of operation generated over $60,000 in gross revenue. TRP Accounting Services currently offers bookkeeping, tax planning/preparation for business and individual income tax filers, monthly expert consultations, and many more accounting services. He currently is the Northern Regional Director of Partnership for Successful Living which is a not-for-profit that provides Support Coordination Services to individuals born with a developmental disability. He has been in leadership positions for over 15 years and excels at creating efficient workflows, policies, and procedures. As an accountant, Trokon enjoys working with small to medium size businesses that provides services. His goal is to assist new and current business owners with getting a better understanding of their business’s financial position so they can make better business decisions.     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to become the premier accounting firm in their area     Offers: Become a Professional Tax Preparer!  Get the training, certification and coaching to offering quality tax planning and preparation services.  Learn what you can also do to automate your market efforts to get the clients you deserve.  Attend this Marketing Webinar & Training Now for free! In addition to offering quality accounting and tax related services you need to also enlighten your clients with CFO Advisory and Coaching Services.  See what you can do improve client relations and retention increasing the revenue per clients as a Profit & Growth Expert. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable”     For Additional FREE Resources for accounting professionals check out this collection HERE!    Remember this, Accounting Success IS Universal.   Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Begin With The End In Mind w/ Tyler Otto   Overview: Begin With The End In Mind w/ Tyler Otto Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Tyler Otto This is an episode you don’t want to miss.  Tyler has a fascinating story to share.  From the stable corporate job to joining the wife in her accounting business. Roger and Tyler have so much to cover as they discuss:   Developing a virtual accounting business, never meeting the client and many of the staff in person but working with them remotely Prequalifying potential clients for consideration.  Although he runs a virtual business he still understands is needs to be personable and based on relationship building We all know this, finding quality staff is a challenge but then we also need to train, manage them while bringing them into the company culture.  Listen as Tyler shares his onboarding process with new employees using a system that is recorded and set for every employee experience.   Now let’s talk tech stack, what are the tools to consider in the business to work efficiently and be productive. But what does a successful virtual accounting business look like:   Of course we need to offer quality accounting services along that include CFO advisory for the clients to be a full-service accounting firm. You need to consider niching the services offered, picking an industry and then you’ll realize the benefits it brings to the firm and the clients.  Hear the 3 things Tyler feels it helps you achieve! When it comes to marketing he makes a great point, ask yourself how does marketing compare to fishing, knowing the catch and using the right bait?   Tyler’s advice, beginning with the end in mind.  What are you really trying to accomplish?   Define your scope of services and be willing to say no!   In this episode they also does how accounting is changing but not going away, this is still and always will be relationship based.  Just remember to adjust your mindset from a large corporate world to running a small business. You’ll want to hear this amazing discussion with a successful accountant.   About Our Guest: Tyler Otto Tyler D. Otto along with his wife Karen are the owners of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify client’s financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020. His primary focuses include database architecture, Visual Basic scripting, Forecasting, Budgeting, and Data Mining. His recent activities include doing large financial system migrations for several companies spanning the hospitality to the construction industry. Tyler has a passion for team development and promoting fun and collaborative cultures. He believes that a dedication to continuous improvement and learning is the backbone of any successful venture. He loves helping clients make more money. His career has been focused on serving as financial analyst and business partner, helping business managers make strategic decisions that will grow their business for years to come. Tyler is a fanatic about making new relationships and collaborating with others on large projects. He lives in Salt Lake City, Utah with his wife Karen and two children. When he’s not geeking out in Visual Basic, he’s found in the woodshop doing any number of woodworking projects, or on his road bike.     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Whether you are starting or ready to build your accounting business, this is the Turnkey Business Plan course designed to help you plan and work ON your business addressing some key areas that need your attention such as marketing, selling, pricing to offering quality accounting services.  Go here to take this course for FREE! Also, when it comes to technology and automation, we need to consider how each can be leveraged to help find and nurture your potential clients.  This is a must-see webinar to help you understand what you can do to get new clients and be paid what you are worth.  Grow your business today applying these important lessons within your company.  Register NOW for this webinar and get the accounting, bookkeeping and tax clients you desire applying prove processes and systems that are effective and inexpensive.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Quantifying the Client Experience, the 5 Star Rating w/ Tyler Small Beyond the work we do and the accounting reports we create we need to find out and understand how useful the information is to our clients.  Think about it.  What are they really paying us for?  In fact, what are we doing to generate for them a 5 Star Experience? Roger and Tyler have an interesting discussion that we each should consider as we remember what our relationships are and should be with our clients Listen and learn the 3-step process to improve client appreciation and retention.  You’ll want to be ready to take some good notes.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Tyler Small Tyler has created learning experiences for over 100,000 people, published 2 books, hosted over 50 podcast episodes, and has coached hundreds of leaders. He specializes in coaching "numbers people" to build better business relationships. He is the founder and CEO of “The 5-Star Approach”. The mission of “The 5-Star Approach” is to catalyze one million 5-Star Relationships.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Reach out to work on your personal and professional relationships, Tyler is offering a complimentary 15-minute consultation that you don’t want to miss. You can sign up by visiting www.5StarApproach.com today!   Leverage your marketing efforts using technology to get the clients you deserve. This is a webinar you don’t want to miss. From marketing to sales there is a turnkey process you can use to improve your tax, bookkeeping and accounting client acquisition to get you the work you need and get paid what you are worth. Register and Attend NOW!   For Additional FREE Resources for accounting professionals check out this collection HERE!     Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### R&D Tax Credits for Clients w/ Adam Farnsworth   Overview: R&D Tax Credits for Clients w/ Adam Farnsworth Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Adam Farnsworth, CPA Do you know the 4-part questions to use to determine if someone qualifies for the R&D tax credit? This conversation with Adam and Roger is going to be enlightening both personally and professionally.  I’m sure you’ll get some great notes from this. Also, how many of this have said to our spouse “Heh Hon, I’m going to start a business, “trust me I have a plan”, there’s this opportunity and I know what I’m doing? As accounting professionals, it makes sense we’d create the business plan & proforma.  But what happens when things don’t go as planned?  Are you ready to pivot and following the numbers?  Marketing can change so we need to be ready and willing to go where the clients are. Adam shares some great ideas and shares some good examples. Enjoy this next episode of this podcast, building the premier accounting firm!   About Our Guest: Adam Farnsworth Adam Farnsworth has been working as a CPA since 2015 after he completed his master's degree at the University of Utah and his undergraduate degree at Colorado State University. As the founder of Leaf Specialty Tax Consultants, he has built a team that saves companies millions of dollars annually by identifying tax credit savings. Leaf Specialty Tax Consultants was born after founder Adam Farnsworth saw a need for businesses to have a better way to access and claim Research and Development (R&D) Tax Credits. Across the United States, companies are using innovation, technology, and research to make the world a better place. By creating a consulting business for R&D Tax Credit, LEAF wants to provide a way for businesses to have the advantage of a tax credit expert to provide computation and substantiation guidance surrounding Section 41 of the Internal Revenue Code (IRC) and affiliated code sections, court cases, regulations, and affiliated state tax credits.     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Speak with Adam regarding the possibilities related to R&D tax credits.  You can reach him directly or schedule a time that is convenient for you at: https://leaftaxconsultants.com/contact-us/ https://calendly.com/afarnsworth-1/r-d-tax-credit-free-consultation   Book recommendation mentioned in the discussion, A legal guide to research and development by Alex Sadler. Off quality tax services becoming a certified Professional Tax Preparer, PTP As you work ON your business consider applying the proven principles from The Turnkey Business Plan for a successful accounting, bookkeeping & tax business.  Creating your proforma.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### From Cab Driver to Successful Tax Professional w/ Steve Moskowitz Overview: From Cab Driver to Successful Tax Professional w/ Steve MoskowitzYour Host: Roger Knecht, president of Universal Accounting CenterGuest Name: Stephen M. MoskowitzDo we really understand the purpose of the US tax code?  Often our clients are frustrated with the laws and how it affects them individually. Can you explain to them why it is and how they can legally minimize their tax liability?Steve & Roger have an informative and fun discussion about starting a tax career, the struggles opening a tax business and the successes that followed.  This is a journey you need to hear.Listen for how you can also become a professional and accessible as a tax preparer, it’s what our clients need.About Our Guest: Stephen M. MoskowitzSteve Moskowitz knows that clients’ lives – and livelihoods – can be upended or even destroyed when tax trouble arises. As a tax attorney for more than 30 years, Steve has made it is his personal mission to help business owners and individual clients successfully resolve tax issues and go on with their lives. With extensive knowledge of tax law, a desire for swift and vigorous defense, and decades of experience with tax authorities and in the courts, he has an unusually perceptive judgment in assessing the best way forward, and the right resources to achieve resolution.Steve started Moskowitz LLP because he saw that while big corporations were consistently navigating the tax code to their advantage, smaller businesses and individuals were not. With prior experience as a CPA at a national accounting firm, and with extensive experience in the corporate world, Steve knew he could help smaller businesses and individuals by applying what he knew, and wanted to make the critical difference in businesses and individual lives that protected them from the powerful government and enabled them to keep and enjoy the fruits of a lifetime of work that otherwise could be taken away from clients by the government in just one action.Today – together with a full team of tax attorneys, CPAs, enrolled agents and other professional staff – Moskowitz LLP helps business and individual clients across the country and overseas to resolve a wide variety of tax matters. The Moskowitz LLP team also creates strategies to utilize the tax code and relevant treaties to clients’ benefit, and provides ongoing tax support and tax return preparation.Steve understands that clients need high quality representation but do not have unlimited budgets, and that cost predictability is important. Unlike most firms, their clients pay a flat fee and are not subject to hourly rates.Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Reach out to Steve directly with any questions you may have.  He’s offered to help Accounting professionals with your legal questions:  steve@moskowitzllp.com OR call 888-tax-deal It’s also time to become a certified Professional Tax Preparer, PTP.  Get the training and certification to show you are proficient in tax planning and preparation for both individual and business returns.  Also gain the confidence to start and build your business offering quality tax services.  Realize this, you can be in business for yourself but not by yourself with Universal. For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe.For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Going Beyond Bookkeeping Services w/ Shannon Beck   Overview: Going Beyond Bookkeeping Services w/ Shannon Beck Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Shannon Beck For Shannon working with clients involves more than just providing quality reports, it’s doing so much more than the client initially expects. Listen as Roger and Shannon consider what bookkeeping is today and how it can be so much more when we consider engaging with clients as their CFO, advisor and coach.  Ask yourself this, what perspective do you bring to the relationship and what suggestions do you offer? Moving beyond bookkeeping, accounting to offer CFO related advisory and coaching services is a continuous and deliberate exercise. Consider pricing your services profitably, over delivering and so much more. This is a conversation you don’t want to miss.  Get ready to take some notes.   About Our Guest: Shannon Beck Shannon Beck is the President of Professional Accounting Solutions, Inc. Shannon is a Management Accountant, a Professional Bookkeeper, and a Profit Expert. He graduated from Brigham Young University in 2001 and co-founded his company in 2004 with his wife Tina who is the Vice-President and CFO of Professional Accounting Solutions. He has served as an official judge for Grow America Ventures to support entrepreneurs and he hosted his first event with Billionaire Alan E. Hall as his keynote speaker. He has been running Professional Accounting Solutions now for 17 years. Shannon loves working with small to medium size businesses who want to increase financial performance.     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Professional Accounting Solutions is offering a 30-Minute Q&A Consulting Session on “How to obtain higher quality clients to get paid what you’re worth.” Learn how to confidently and competently offer quality accounting services at a price you deserve. Get better quality clients and spend less time working.   Visit their website at www.TheProfitExperts.com or email Shannon@TheProfitExperts.com to arrange for a 30-minute Q&A Consulting Session. Each 30-minute Q&A Consulting Session is $150.00.  However, if you schedule your Q&A session using the Promotional Code: ProfitExperts365 you will get a 50% discount on your first 30-minute session.   Also get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book   Lastly, get the support you need to be in business for yourself but not by yourself with Universal.  This is The Advanced Coaching for accounting professionals.  The mentoring, support and coaching owners of accounting business need!     For Additional FREE Resources for accounting professionals check out this collection HERE! Join us for our next LIVE event, register Today!   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 ### Embracing Life’s Challenges w/ Lindsay Kline   We each have our story and Lindsay is no different.  Bookkeeping at age 12, death of a spouse, starting college late and opening her bookkeeping business while in school.  She has done so much and is willing to share. Lindsay and Roger discuss the experiences we have in life and what we can do to make lemonade.  We all have choices to make and opportunities to embrace.  Listen as they cover what clients need to receive from us as bookkeeping experts to retain them.  Also pay attention to the two sales tips. You don’t want to miss this great episode. Also listen for the special offer related to tech stacks and the use of automation to nurture your leads to become clients.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Lindsay Kline Lindsay Kline is the President of her bookkeeping practice, Sakline (suh-kline), Founder of the Bookkeepers Club networking group, and the host of the By the Books podcast.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: As mentioned, we’d like to also Invite to listen to Lindsay’s podcast, By the Books on: Spotify Apple Google YouTube   Also, how are you leveraging your social media presence, developing your tech stack to automate your tasks related to marketing and sales to building your list of clients?  Great questions!   Don’t miss this informative webinar to help you understand and apply proven principles to get the clients you deserve and get paid what you are worth.  LISTEN NOW to this great presentation!   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777   ### Applying Lessons from Military Service In Business w/ Richard Crawshay   Overview: Applying Lessons From Military Service In Business w/ Richard Crawshay Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Richard Crawshay After years of service in the military and life experiences Richard shares what he has learned and how it applies in business.  This is a great conversation and adaptation that we all need to hear. Listen as Roger discusses with Richard the two things that he feels he learned from his military service that he applies daily in his life personally and professionally.  He is spot on! They also share their thoughts related to helping and serving others.  How it is fulfilling and why we should each find opportunities to give back. Lastly, you need to hear about the Universal CFO Simulator and how it can help business leaders, accounting professionals learn how to apply strategic business principles in practice and then in real life. You are going to love it.   About Our Guest: Richard Crawshay Richard is a Senior Business Executive with 40+ years of experience in general management, operational management, business transformation, program management, outsourcing & organizational leadership. He has been a British Army Officer, a management consultant, an IT executive, and a High School science teacher and is currently the Chief Commercial Officer for PBS. He has worked on 3 continents, operated at account, country, sub-regional, regional & global levels in both the private and public sectors. He has demonstrated significant success in turnaround situations and transformation initiatives with an emphasis on effectives and efficiency. Colleagues would characterize him as an inspirational leader, ambitious but loyal with a laser focus on results and adept at creating the conditions for their individual and collective success. He has honed his skill in being able to rapidly structure problems, design solutions & then implement them. He lives in SW Ontario in Canada with his second wife Maria and has 3 adult children from his previous marriage. He is a keen daily runner who enjoys snow skiing and reading.   Company Summary - At ProfitAbility we accelerate performance by providing highly engaging, competitive and unpredictable learning experiences which prepare people to solve real problems. We don’t teach. We don’t do case studies. We don’t do slideshows. We rapidly enable people to “learn by doing”.       Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Experience the art of business participating in the Universal CFO Simulator.  This is a fun, interactive course for business leaders and accounting professionals to learn and apply strategic business principles.  In addition to learning these important elements of business you’ll also participate in a competitive game as you apply what you learn as a team of business executives.  Register NOW using this coupon cfo50 and get ready for this amazing training.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### What Story Are You Telling? w/ Aleya Harris Why is it we each enjoy a great story?  From plays, to shows and movies we are drawn to stories we relate to, in fact, we are especially drawn to those we can see ourselves relating to the heroes. So how does this apply to marketing accounting services? Listen as Aleya and Roger discuss a proven framework that you can apply story telling principles to the narrative we tell in our marketing to help clients relate better to what we do and how in time it can benefit them. It’s time to grow the business, help the clients we have and empower them to become the heroines they are. So, which mentor or guide are you for your accounting, bookkeeping and/or tax clients?   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Aleya Harris   Aleya Harris, CPCE is a powerhouse Storybrand Certified Guide, empire-building owner of Flourish Marketing, award-winning marketer, sought-after speaker, mic-drop copywriter, and woo enthusiast. She’s committed to helping entrepreneurs get out of the never-ending grind so they can tap into their heart’s purpose and live a life that uplifts their soul.   Sponsors:   Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Book Recommendations: The Hero with a Thousand Faces Unleash the Power of Storytelling: Win Hearts, Change Minds, Get Results   Be sure to learn and apply the principles found in the Turnkey Business Plan to help accounting professionals have the premier accounting firm in their area.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Yep, from Bartender to Tax & Accounting Specialist w/ Alyssa Lang   Listen as Alyssa shares her story along with the lessons learned to build a successful accounting business. Alyssa and Roger discuss the unforeseen challenges and the corresponding solutions to address each.  From workflow, systems to client relations and everything in between. Consider this, finding someone to be front facing and interacting with clients in a way that meets our expectations and standards can be a hard, but they do exist.  We can build a business that thrives without us working within it doing the day-to-day tasks. Sit back and enjoy the conversation in this next episode of “Building the Premier Accounting Firm”.     Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Alyssa Lang    Alyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes. As a result, they can run their practices on autopilot, stress less and save time!   After being in the accounting world for five years, Alyssa struggled with streamlining her practice. She felt frustrated and nervous and couldn’t sleep at night not knowing where her client work would come from. She was overwhelmed by all the daily tasks, lost track of work and just couldn’t keep up.   Alyssa hit a wall and decided to make a change, so she started to automate her practice by creating workflows, systems, and processes. She was then able to run her practice and take on more clients, scale and provide excellent service in the process! These days Alyssa’s a full-time educator. She’s also an Asana Certified Pro and her courses and resources have helped hundreds of bookkeepers and accountants worldwide!   Fun fact: Alyssa’s a certified skydiver and is obsessed with great white sharks + is mildly OBSESSED with Deadpool!     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Click HERE to register for the Breakthrough for Bookkeepers & Accountants group coaching program that will begin its first cohort on November 1, 2021. This program is meant to help bookkeepers and accountants to scale bigger, hire better and breakthrough to the next level. We will be providing weekly coaching calls with myself and my team, there will be a program included, homework reviews, detailed assets to use to build next level systems and operations for their firm. The intention of this program is to help gear them to creating a firm that can run without them. Also learn more about the tech stack you should be using to effectively market your business to get the clients you deserve.  Attend this information packed webinar which is the Turn-Key System to get tax and accounting clients.  In it you will learn how to leverage your online presence to get new clients.  There is a Turnkey Business Plan for accounting professionals to help you run a success Virtual Bookkeeping business.     For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Helping Business Owners Go From A Job To A Lifestyle w/ Ken Mann   Overview: Helping Business Owners Go From A Job To A Lifestyle w/ Ken Mann Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Ken Mann There are 3 key elements when explaining accounting services so that business owners can understand the value of the work we do, and Ken helps us understand why we need to emphasize each of them in our marketing. As Ken and Roger speak, we are also reminded that this is a personal business.  Even more important than the accounting skills we use to take care of our clients it’s the relationships we build that are equally important. Consider this, Ken shares an interesting perspective, think of tax like this: “Taxes I like the report card on the test you took last year.” So with that in mind, how do you work with your clients to help them score the best they can year after year. Listen in and enjoy this next episode of Building the Premier Accounting Firm.   About Our Guest: Ken Mann Ken Mann, along with his wife Gina Mann, EA, CFP®, own Freedom Financial Solutions LLC. Ken is a Profit & Growth Expert, helping his clients to increase their profits, reduce their taxes, so they can have money in the bank when they need it. Ken and Gina specialize in small business 100% accounting and IRS/NYS tax problem representation. Ken is an Intuit Certified QuickBooks ProAdvisor in both the desktop and online versions. Ken does private QuickBooks training, company setup, and specializes in catch-up and cleanup projects.     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: In the episode we heard Ken share they have been leveraging Facebook to grow the business and get clients.  It’s intentional and deliberate. Just this last year, 40%+ have come from Facebook alone. Learn more how you can use social media to get the tax and accounting clients you deserve.  Understand how an effective accounting tech stack can help you automate the process and manage the leads you receive through the nurture process to become paying clients. See what an effective Accounting CRM looks like!   Attend this Strategic Webinar TODAY! This is just part of the journey of becoming an Accountrepreneur.  Ken was great at sharing his journey from tax specialist to becoming a bookkeeping and QuickBooks Specialist.  See how this also applies to your journey as you build the premier accounting business in your area. Also, join the community of accounting professionals within Facebook in this closed group, the Accounting & Bookkeeping Tips group.     For Additional FREE Resources for accounting professionals check out this collection HERE!     Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.     For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Payroll, a Profitable Service That Is Often Overlooked w/ Scott Nelson  Overview: Payroll, a Profitable Service That Is Often Overlooked w/ Scott NelsonYour Host: Roger Knecht, president of Universal Accounting CenterGuest Name: Scott NelsonLet’s do the math, identify the opportunity, and determine the how best to complement the accounting services offered to profitably meet the demand.When working with small business owners it’s often assumed that payroll will be included as part of the accounting services provided, so what is your answer or solution?Often, cash flow management and payroll are the two most common challenges faced by business owners.  Are you prepared to meet that demand to grow your business and get the clients you deserve?Let’s talk about a tech stack and love languages.This is an episode you don’t want to miss.  Listen as Scott Nelson and Roger Knecht discuss the business of accounting in a new light.  This is one you’ll enjoy! About Our Guest: Scott Nelson Scott is a pioneering leader with a rare gift for connecting people together to accomplish unique and exciting tasks. He has successfully founded a socially beneficial investment fund, raised over $600,000 for charitable organizations, and launched no less than seven different community groups. Professionally, Scott uses his pioneering leadership to create partnerships with accounting professionals and their firms, helping them to launch or grow their business through Patriot’s software.Patriot provides fast, easy, and affordable accounting and payroll software for small businesses and their accountants. Why? After a rough start-up experience, Patriot knows firsthand what small businesses need in order to break through and achieve success. So Patriot createda software service to help you keep the two things you don’t have enough of–time and money. Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.  Offers:Patriot is best known for its payroll software and is growing rapidly through its partner program for accounting professionals. See why so many accountants and bookkeepers choosing Patriot today!Take the time to review the Turnkey Business Plan for accounting professionals. As such you’ll see how to effectively start and build the premier accounting firm in your area.  In addition to the obvious also consider becoming for your clients a Profit & Growth Expert.  Learn the effective ways to market and sell accounting service to go your business with new clients.  Also go beyond traditional accounting services to also become for your clients the trusted strategic advisor they need today, their Profit & Growth Expert.Mentioned in the episode is the book “Love Languages”, understand YOUR love language preference today! Also Leadership and Self-Deception, what are we really doing and saying. For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Leveraging Our Passion In Business w/ Katie Swanson Overview: Leveraging Our Passion in Business w/ Katie Nelson Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Katie Swanson, CPA CVA Each of us have experiences in our lives that give us a unique perspective that we can bring to business.  For some, it’s our past and passion that lead us to niches that allow us to do what we enjoy and get paid doing it. Katie has done just that. Listen as Katie shares her story that combines health, sports and of course accounting. Katie and Roger have a great discussion that also focuses on the support and empowerment that can come for working with a coach.  It’s wrong to think something is broken to need a coach.  As in sports, a coach is there to help make something better, to provide perspective, focus and accountability which can accelerate success. You don’t want to miss this episode.   About Our Guest: Katie Swanson, CPA CVA Katie Swanson, CPA, CVA is the founder of Change Collaborative. She believes fitness business owners should leverage tech-driven data to build a strong financial core and financial plans that guide them in bulking up business health.     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Katie has offered her time to speak with those interested.  Take a moment to ask some questions and get some insights related to your business with this opportunity.  Go HERE for a Free 15-minute call.   Also, find out more how and what coaching is available to help you work ON your business to have the premier accounting firm in your area.  Advanced Coaching is a program to help you be in business for yourself but not by yourself with Universal Accounting.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### 5 Skills to Be Successful w/ Rob Brown  Overview: 5 Skills to Be Successful w/ Rob BrownYour Host: Roger Knecht, president of Universal Accounting CenterGuest Name: Rob BrownAs accounting professionals, we each need to find the time to “sharpen the saw” to offer the quality accounting services our clients expect.Listen as Rob and Roger discuss each and how they apply to your business as you work to have the premier accounting firm in your area.This is a great conversation that is both personal and professional.  Rob and Roger open up, share some insights that might surprise you as they cover some perspectives on life that really do matter.  Consider it a moment to reflect and apply some life lessons in business.In addition to the 5 skills also listen as Rob then shares 3 things we each need to be.Enjoy. About Our Guest: Rob BrownRob Brown is a renowned MC, facilitator and chair of virtual and in-person panels, conferences and events globally for the accounting/fintech profession. He is host of the popular Accounting Influencers podcast which interviews top accounting/fintech leaders and influencers about what makes good accountants great. After Covid hit, he chaired 24 virtual panels with leaders of global accounting networks/alliances to discuss the key issues and challenges (these are all on Youtube). He is co-founder of the Accounting Influencers Roundtable (AIR) mastermind group and his company the Business Development Academy, trains accountants to win business. He is the bestselling author of Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You' has been viewed 250K times on Youtube. Rob is a committed Christian, has a black belt in kickboxing, plays chess, loves orange chocolate, is allergic to grapefruit and plays four musical instruments to a decent standard.  Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Accounting Influencers podcast, that Rob hosts with Martin Bissett.  You can also listen and subscribe to it on the usual iTunes, Spotify etcLetting the good ones be greatTedTalk – The Personal Brand of You Be sure to also follow the Turnkey Business Plan for accounting professionals.  This course is designed to give you the steps, processes and strategies you need to consider to build your business such as:Marketing & SalesPricingServices to offerAnd more!  For Additional FREE Resources for accounting professionals check out this collection HERE!  Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe.  For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### What Is A Business Really Worth? w/ Bharat Kanodia Overview: What Is A Business Really Worth? w/ Bharat Kanodia As accounting professionals, we have opportunities to determine the value of our client’s business but also work with them to increase it’s worth.  Let’s consider not only why but how we can help them work ON their business. Listen as Bharat and Roger discuss the things that establish the value of a business but how we can better bring value to the services we offer. Bharat also shares two things we need to consider that impact dramatically the valuation of a company today that we should all consider.  Get ready to take some great notes.  This will apply to you and your clients. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Bharat Kanodia, ASA About Our Guest: Bharat Kanodia, ASA Bharat Kanodia has appraised over 2000 businesses and signed off on assets worth $2.6 trillion in value. He has appraised unique assets like the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, Brooklyn Bridge, Mirage Casino LV, among many others. Bharat is the Host of the YouTube channel “What’s it Worth” & Founder of Veristrat, a company that helps startup founders and VCs by telling them what their companies are worth. He lives in the San Francisco Bay area with his family and enjoys sailing, golfing, skiing, and horseback riding. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Be sure to follow Bharat on YouTube and Subscribe to his channel: See what a CPA firm is worth! Also follow him on: http://www.instagram.com/whatsitworthtv https://twitter.com/whatsitworthtv http://www.facebook.com/whatsitworthtv http://www.veristrat.com With that you also now need to get your Business Score.  After completing this online questionnaire you’ll receive a detailed report outlining the 8 drivers that determine the value of your business along with an initial valuation of your company.  See now what your company is worth and what you can do to increase its value. For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777   ### Offering 1031 Exchanges To Our Accounting Clients w/ Jeffrey Bangerter Overview: Offering 1031 Exchanges To Our Accounting Clients w/ Jeffrey Bangerter Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jeffrey Bangerter What are some of the additional services that accounting professionals can offer to complement the compliance work we do? Listen as Roger and Jeff discuss how a 1031 Exchange is a perfect solution for many and one that accountants can help facilitate.  This is one service that is a value add that we can charge accordingly. Learn what, when and how a 1031 Exchange is beneficial to some of our clients. About Our Guest: Jeffrey Bangerter Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement. Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License. He empowers clients with knowledge to help make smart informed choices as they enter their Golden Years, making things easy to understand so it becomes clear the direction that should be taken. His goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care. His clients know his team is committed to provide the best solution for their individual situation utilizing our Social Security Planning and Retirement Planning software together to make sure they do not have a point in life where they run out of money. Jeffrey has been seen frequently on Sacramento’s ABC and CBS affiliate TV Stations, providing timely financial information in an easy-to-understand format. Jeffrey has been a resident of Orangevale, CA for over 25 years. When not helping clients increase their confidence about their financial futures, he enjoys boating with his children and grandchildren, traveling, learning something new or spending time with his wife on their Harley. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a complementary copy of Jeff’s book, “Are you tired of Tenants, Toilets & Trash”? Become a Profit & Growth Expert helping business owners with the most common challenge they face, cashflow management.  Learn how to offer advisory or coaching services with confidence.  Within this program we’ll cover marketing, selling, pricing, onboarding as well as client retention.  This is a must do for every accountant, CPA, EA, etc. offering such services. For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Not Finding Validation, Time To Do This On My Own! w/ Teena Chandler ? Overview: Not Finding Validation, Time To Do This On My Own! w/ Teena Chandler Hindsight being 20/20, from a young age the path to accounting was there but Teena took the long round to find her place.  After working hard, not receiving the benefits, financial rewards, and recognition it was time to start her own business.  Who knew it would be this good? Listen as Teena shares with Roger the freedom that comes from creating her own business.  What running her own company has meant for her both personally and professionally.  The trust that she has from her clients is liberating. She recognizes that the hard times have made a difference allowing her to step outside her comfort zone and become more than she felt possible. In the end hear what she feels made the difference, the two things that gave her the strength needed to succeed. This is a genuine story you need to hear. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Teena Chandler   About Our Guest: Teena Chandler   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take the time to learn & apply the Turnkey Business Plan for accounting professionals to have the premier accounting firm in your area. Become a Certified Professional Bookkeeper (PB) to offer quality accounting services.  Learn the 3 most common scenarios when onboarding new clients and how to best manage them. Understand and experience in a fun and interactive way the complete accounting model.  Understand it in a way to help you better communicate with your clients with Color Accounting. Work with a business coach and find a mentor to help you work ON your business as you apply the principles of MAP in your business.  Get access to successful accounting professionals and speak with your peers.  Don’t leave your success to chance to access this Advanced Coaching. For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### From Mom to Enrolled Agent w/ Jenny Beynon  Overview: From Mom To Enrolled Agent w/ Jenny Beynon  If you’re going to take a class, why not go all the way?This is a great conversation that Jenny and Roger have, one that many of us do as we consider how we see ourselves.  In so many words it is our mindset.  When do we go from doing a job to being a professional?  What does it really mean to refer to yourself as an accountant versus someone doing accounting or a tax preparer to an Enrolled Agent, a Professional Tax Preparer.Listen as Jenny shares the shift from being risk-averse to becoming an accountrepreneur.  She also discusses the change that comes when you go from bringing in a supplemental income to the primary income in the household.Topics covered also include:Running the business as an introvertGenerating leads and managing them through to becoming clients/customersListening to clients, when they feel heard they feel importantHappy clients are loyal clients – to build your business you need to make them happyEnjoy this great episode to help you build the premier accounting firm in your area.Your Host: Roger Knecht, president of Universal Accounting CenterGuest Name: Jenny Beynon About Our Guest: Jenny Beynon Jenny has a bachelor’s degree in accounting and more than a decade of experience as a tax preparer and accountant. She is an active Enrolled Agent, which means that she is unrestricted in which taxpayers she can represent before the IRS. As a trained tax strategist, Jenny helps small business owners and individuals keep more of their hard-earned money. Her personal experience as a business owner gives Jenny a unique perspective on the challenges that many businesses face. She lives in Riverton, Utah with her husband and the youngest two of five children. Jenny likes to throw herself into whatever project she is working on, whether that is finding the best way to help her clients save money on their taxes or refinishing furniture in her downtime. She puts her all into her work.Paramount is a professional tax and accounting firm that utilizes licensed professionals to provide valuable tax and accounting services to individuals and businesses. Paramount Tax and Accounting was first opened in Utah in 2008. As the business grew, the founder of the company needed help managing his workload. Jenny was the first preparer he hired to help manage the tax prep load. She then moved from tax prep into administrative accounting and bookkeeping. Several years later after experiencing exponential growth, the owners of Paramount Tax and Accounting decided to franchise the business to allow others the opportunity to achieve success under the Paramount brand. In 2019 Jenny purchased Paramount Tax and Accounting – West Jordan. The first tax season open for business was the 2019 tax return season in 2020 which created many challenges and the need to pivot in offering online and hybrid tax preparation. Having made it through this challenging first year, the 2020 tax season was a relief. Learning to network with others in different fields and take advantage of the opportunities to have their help was instrumental for a successful 2nd tax season.Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Attend this LIVE webinar to learn what you can do to effectively use technology to marketing and sell your accounting services efficiently.  This is a MUST DO for anyone working to grow the business and get the clients you deserve.  Register now this The Turn-Key Process To Get 2-5 Accounting Clients (& 70-80 Tax Clients) Every MonthOffer quality accounting services as a Certified Professional Bookkeeper, QuickBooks Specialist, and Professional Tax Preparer.  Get the training, certification, coaching & support to be in business for yourself but not by yourself with Universal. For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe.For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Soft Skills Matter In Your Business w/ Lara Squires ?  Overview: Soft Skills Matter In Your BusinessYour Host: Roger Knecht, president of Universal Accounting CenterGuest Name: Lara SquiresConsider this, you need to tap into your inner hairdresser or bartender.  What in the world could that mean?With that in mind let’s listen in as Lara Squires and Roger discuss “getting social” as you build your business and how it applies in life. About Our Guest: Lara SquiresLara is the founder of Consortium - since 2013 her team has grown to 7 as they work with clients across the UK working professional service such as accountants.Prior to setting up Consortium, Lara was a marketing and Business Development at a regional law firm for 8 years where she was responsible for all things related to marketing. She is a fellow of the chartered institute of marketing and as a Chartered Marketer, Lara is a keen public speaker.  Something she is proud is the successful group of Ladies Lunch Clubs which are now in their 16th year.Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Take advantage of this opportunity to speak with Lara to apply these lessons regarding your social media presence in your business.  Schedule a time that works for you by CLICKING HERE. Roger and Lara also discussed the need for a CRM to manage your contacts.  Find out more about what you can do to leverage technology, your contacts, and time to get the clients you deserve.  Register now to attend this webinar and learn the BEST PRACTICES used by accounting professionals to grow the business.Register now for this Technology MASTER CLASS Profit & Growth Expert – transition to include with your quality accounting offerings more advisory and coaching services.  Learn how you can do more with and for your clients.  See what you can do to increase your revenue per client engagement and retain your clients longer.See what you can do to become a Profit & Growth Expert! For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe.For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### The Paranoia Starting The Business w/ Bob Wheeler   Overview: The Paranoia Starting The BusinessYour Host: Roger Knecht, president of Universal Accounting CenterGuest Name: Robert (Bob) Wheeler, CPAHave you ever wondered if your clients would come back to you?  Do you ask yourself if they understand and see value in the services you offer?Wouldn’t it be nice to have a client say you’re not charging enough?These are the questions Bob Wheeler would ask himself but then one day it changed.Listen as Bob tells his story, gives great advice, and shares the time a CPA, one of his mentors, pulled him aside to give him some clear instruction on what not to lose.All of this happens as Roger and Bob have a great conversation with a hint of comedy in the episode.Enjoy. About Our Guest: Robert Wheeler, CPAAs a man of true integrity with infectious energy, Bob Wheeler’s crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances. His passion is to help others gain insights into how their emotions trigger financial decisions. Combining finances with behaviors, Bob explores his personal concept of creating a healthy relationship with money in his recent book, The Money Nerve.While strengthening his accounting practice, Bob has simultaneously pursued his love of satire and ventured into the realm of standup comedy. From his thirty years of helping clients, Bob has distilled a concoction of warmth, humor, information, motivation, and budgeting directives that he offers to anyone with financial concerns. He is also currently the CFO for The World Famous Comedy Store.Bob Wheeler’s world travels have led him to high altitudes. He has climbed Mt. Kilimanjaro, ascended to the Mount Everest Base Camp, and hiked several smaller mountains in between. With charm and humor, his experiences on the road, in the office, or running a Greek marathon, feed his wit as a stand-up comic and financial motivator.Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Wouldn’t it be nice to worry less about money and focus more on financial freedom?  A healthy relationship with money is freedom. It’s time to become aware of your personal decision-making process in order to create the new financial you.How emotions underpin our relationship with money (and how that relationship, in turn, affects all aspects of our lives) is the basis of The Money Nerve.  Reconciling your relationship with money allows you to make wiser choices throughout your life.  While you reconcile your relationship with money, you may also discover unexpected benefits in other aspects of your life. Discover Your Money NerveEmbrace your story; own your story. Be willing to accept that you might be partially responsible for your current state of affairs. Acknowledge your goals and make a commitment to go for it. Your Money Nerve may be keeping you from attaining your specific financial goals. As you become more adept at recognizing when your Money Nerve begins to surface, you will become more conscious of its existence. Becoming more aware, you can start to take control and empower your financial life. - https://themoneynerve.com/Get a FREE copy of each of these books that 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 to have the premier accounting business today:“in the BLACK, nine principles to make your business profitable” – e-book“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe.For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### From Mother & Housewife to a Thriving Accounting Business w/ Ashley Schmitz   Overview: From Mother & Housewife to a Thriving Accounting BusinessYour Host: Roger Knecht, president of Universal Accounting CenterOur Guest: Ashley SchmitzIt is worth it!Ashley Schmitz has some powerful words to share when building an accounting business.  First, for foremost, invest in yourself, you are your greatest asset.  What do you need to do to improve your worth, the confidence, and competence you need to offer quality accounting services?Listen as Ashley shares the many ways working with a coach helped her grow her business and why you need to as well.  It’s a game-changer!Roger and Ashley have a very open and honest discussion about starting and running a business.  The time it takes and the secrets to success.Enjoy the conversation. About Our Guest: Ashley SchmitzAshley Schmitz, the owner of Each Penny Bookkeeping, is a United States Army veteran, married mother of four. She helps entrepreneurs who are frustrated, struggling, and behind in their bookkeeping, to work in their brilliance and not in their books, so you can stop paying your employees, taxes bills, and late fees now.Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:How to add $100k to your business, schedule a time to speak with Ashley to get her advice right HERE-See what is referred to as the “Turnkey Business Plan” for accounting professionals.  This FREE course was designed to cover the 4 topics most asked when building the premier accounting firm.  Get ready to take notes and see what you can do to effectively market, sell, price, and offer quality accounting services.There are two essential elements that every coach brings to the relationship.  The ability to ask the right questions and then hold you accountable.  There is a lot in that statement.  See what coaching is available to help you build the premier accounting firm in your area.  CLICK THIS & GO HERE NOW!Learn how to best use technology to leverage your time and get the clients you deserve.  This is the turnkey process to market and sells your services effectively.  This webinar will cover topics ranging from marketing online using Facebook, Linked In, Google Adwords, taking those contacts through a proven sales funnel to nurture them to the point of getting new clients.  This is a MUST ATTEND EVENT so register for this webinar and be prepared to take some great notes. For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe.For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Earn That Trusted Spot Online As The Accounting Solution w/ Chris Siebeneck   Overview: Earn That Trusted Spot Online As The Accounting SolutionYour Host: Roger Knecht, president of Universal Accounting CenterOur Guest: Chris SiebeneckManaging your online presence can be overwhelming.Listen as Chris Siebeneck and Roger discuss the terms we need to know when creating an online strategy.  First, understand the phrases like Search Engine Optimization (SEO) and Search Engine Marketing (SEM) but there are so many more.  Consider using LinkedIn and Google to leverage your website and be the solution your potential clients need.Learn how you can manage your online presence to get clients today offering quality accounting services.  Be the solution your clients are looking for online.  Find your prospects, get the leads you need to grow your business today.This is a conversation every owner of an accounting business needs to hear. About Our Guest: Chris SiebeneckSponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Get a free SEO strategy session with website audit and ranking report from Chris TODAY.  https://www.seowerkz.com/chris-siebeneck/Learn more about what you can do to now manage the leads you receive and nurture them effectively to get the new engagement and clients to grow your business.  Understand how you can use technology to automate the lead generation and sales nurture process affordably.  We like numbers, let’s manage our marketing and sales efforts.Register now for this free online training today For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe.For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### From Accountant & CPA to Entrepreneur w/ Fred Hunzeker   Overview: From Accountant & CPA To EntrepreneurYour Host: Roger Knecht, president of Universal Accounting CenterOur Guest: Fred Hunzeker, CPAAfter a career in accounting, as a controller and CFO, the time came to work with and help small businesses.  It began simply helping friends and family with their taxes, but the time came to make the leap and do this seriously, treating the hobby and favor as a business.Even when offering quality services there are challenges.  Listen as Fred Hunzeker shares insights and suggestions to progress in your business to achieve your goals.  Fred’s real-world advice, his candor is appreciated as we each work with our clients to help them succeed.It is okay to learn as you go when building your business.  Do not get caught up thinking you can’t succeed and move forward with an abundance mindset.  Care about the people, your clients, and the business will come.Roger and Fred speak openly about client relations and what we each hope to do with them as their trusted advisors.  What is it we can do to help clients understand they are more than a number to us?  Basically we need to be genuinely interested in their company and their wellbeing,  Let us consider ways to be more down to earth with our clients.About Our Guest: Fred HunzekerFred Hunzeker received his BS in Accounting and his MBA both from The University of Utah. He passed the CPA exams in 2013. Fred has 23 years of accounting experience with 16 years in industry accounting and 4 years in public accounting. For the past 3 years he has been growing his private accounting. Fred has had experience in Controller and CFO rolls as well as consulting. He lives in Grantsville Utah with his wife and six children.Company Bio:Fred has been doing taxes for over twelve years. In the past three years, he has been in private practice full-time. He provides personal and business tax services, as well as bookkeeping, consulting, cash flow management, budgeting, and profitability services.  He also educates his clients on how to obtain the right kind of financing to meet their growth needs.  His goal is to make a difference for each of my clients by helping them to understand their tax situation or by helping them to understand their numbers while growing their business.Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today:“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionalsConsider offering Benchmarking Services.  As a trusted Strategic Advisor accounting professionals have the opportunity to offer comparative financial reports that go beyond traditional trend analysis using the clients’ data.  With BizBench you can also compare the client financials using their NAICS code to show industry and competitor analysis and rankings.  See what you can do to use this amazing tool in your business to get more clients, offer an additional service to get paid more as well as retain them longer thus increasing their Lifetime Value to you.Learn about Benchmarking with BizBench for your clientsFor Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe.For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Niching? How about Cannabis, CBD & Hemp? w/ Andrew Hunzicker ? Overview: Niching? How About Cannabis, CBD, & Hemp Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Andrew Hunzicker After a successful career as a CPA, controller, and an exit from a business it was time for Andrew Hunzicker to move and start something new.  This was the time to become an entrepreneur.  It was a challenge being enrolled in the “school of hard knocks” but worth it. With that said Andrew shares the best advice he ever got and how it changed his accounting business.  Today he is a force to be reckoned with in his industry of choice as an accounting professional. Learn how these principles apply to you as you run your business and why you may want to also consider this new and growing industry in cannabis, CBD, hemp, and marijuana.  Are you ready for an adventure? About Our Guest: Andrew Hunzicker Andrew has over 30 years of experience in Accounting, Tax, as CFO and Founder of many multi-million dollar businesses, as well as the Big 4.  He is a seasoned professional within the industry for more than 5 years, and his goal is to help accounting professionals achieve balance in their daily lives, build thriving businesses, and cultivate the next generation of experts in this thriving industry. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Learn more about what you can do to niche in the Cannabis space. Speak with Andrew and found out what the next steps are: https://www.dopecfo.com/ Be sure to also follow him on Instagram: @dopecfo1 Be sure to also get a FREE copy of each of the two books all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are your must-have additions to every accountant’s 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 For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### A Healthy Relationship With Money w/ Greg Kesten   Overview: A Healthy Relationship With MoneyYour Host: Roger Knecht, president of Universal Accounting CenterOur Guest: Greg KestenWhen offering accounting services do we understand the opportunity we have to become a member of their board of experts?  What does that mean and who does it include?How do the accounting principles we use in business also apply at home and vice versa?Helping clients realize they can always manage their money better, personally and professionally.  There is a part we can play as accounting professionals that is more than compliance and financial reports.Listen in as Roger and Greg Kesten consider what more we can do to help our clients. About Our Guest: Greg KestenWith 40 years of experience in financial coaching, planning, and counseling, Greg has helped individuals and couples understand what financial freedom is and how to attain it.  His formal education includes a B.A. in Communications from BYU and an M. Ed. in Guidance and Counseling from South Dakota State University.  Greg has taught as an adjunct faculty member at the University of Phoenix, and Salt Lake Community College.  He taught finance, business communication, and psychology courses.  He also taught Leadership Development Skills for seventeen years to Air Force Reserve personnel.  This included workshops on Financial Communication and Financial Planning.He is the author of the book, “Financial Freedom - Finding What Works for You.”  Greg has been featured in numerous interviews on radio and TV throughout the country.In addition to his Financial Coaching Practice, he is a certified coach in Steven Covey’s “Seven Habits of Highly Effective People.”  Greg incorporates Covey’s core principles in helping clients establish healthy money habits.Greg’s combination of formal education, life experience, and financial expertise, allows him to serve his clients with objectivity and reality-based strategies.Greg lives in Salt Lake City with his wife and family.  He enjoys being an active member of his community.Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Complimentary Financial Coaching Session: https://www.financialfreedom.co/Complete this form to schedule your time to speak with GregDoing so you’ll also get a copy of “Financial Freedom - Finding What Works for You.”The benchmarking software for accounting professionals to better advise and coach their clients based on specific actionable items.  Find out how you can leverage BizBench to get paid what you’re worth and bring on new clients.For Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe.For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Doing More With & For Your Clients w/ Laura Elkaslassy   Overview: Doing More With & For Your ClientsYour Host: Roger Knecht, president of Universal Accounting CenterOur Guest: Laura ElkaslassyPerhaps you’ve heard the business mantra: “under promise and over deliver”. Maybe you’ve heard again and again how the accounting profession needs to evolve to offer more advisor or coaching services which would compliment the compliance work we perform. But “what” and “how” may be the questions that remain. Listen as Laura and Roger consider the next steps accounting professionals can take to engage with the clients more, to increase the revenue per client while providing great value. This is a discussion about the Lifetime Value of a client as well as improved client relations. There is a turnkey process to Implementing Profit First in your accounting business.About Our Guest: Laura ElkaslassyLaura Elkaslassy is a certified Profit First Professional. Laura’s passion is enabling business owners to build sustainable businesses through learning how to generate profit, structuring systems for financial success, and earning the income they deserve. She first started using the term ‘Profit Pioneer’ in early 2016 as a way to eloquently define the broad spectrum of services that she provided to her clients. She was previously assessed for her personal leadership archetype and the result: Pioneer Seeker. Which in summary has attributes of trying things first, looking outside of the norm, being fiercely adventurous, and sees gifts and strengths in others. All of this is true of her nature when it comes to business and accounting. Exploring and implementing Profit First not only in her own businesses, but for her clients, she has seen tremendous growth, improved management, and inspirational innovation. It is because of this that Laura wanted to see the Profit First movement expand into Australia. As a result, today Laura is the CEO of Profit First Professionals Australia leading the membership of PFPs to bring greater success to their clients and to nurture the PFP community down under. Sponsors: Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.  Offers: Take a moment and receive your Profit First Instant Assessment:Get a FREE copy of each of two books all accounting professionals should use to offer trusted strategic coaching services and get paid what they are worth. These must have additions to every accountant’s 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 Become a Profit & Growth Expert, prior to helping clients apply the principles from Profit First it’s important to put them in a positive cash flow, thus we need to help our clients and their Profit & Growth Expert. This all begins with the Universal Business model. Learn more about what you can do to become a Profit & Growth Expert.https://www.universalaccounting.net/f... https://www.universalaccounting.net/r... https://universalaccountingschool.com... 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 http://www.universalaccountingschool.... or call us at 801.265.3777 ### Leveraging Testimonials To Get More Clients! w/ 'TC' Teresa Clark   Overview: Leveraging Testimonials To Get More ClientsYour Host: Roger Knecht, president of Universal Accounting CenterGuest Name: 'TC' Teresa ClarkIt’s not just what our clients say that matters, it’s so much more than kind words.In addition to the ego boost from our clients’ testimonials are the social proof that is needed to grow the business. Consider the connection that is a peer to peer when potential clients hear what other business owners are saying.Teresa Clark and Roger have a great conversation about the power of testimonials and how to get them.  ‘TC’ demonstrates the ease to get the feedback and promotional materials we all need to hear and use to grow our business.Ready, Set, Go – this is an episode you don’t want to miss? About Our Guest: Teresa Clark‘TC’ is the Co-Founder and CEO of OnFire Ignites. ‘TC’ can stand for ‘Totally Crazy.’  Her business ideas are as unique and unconventional as she is. She has interviewed over 1000 business owners to get testimonials for companies.Using what she learned, she designed the Secret of Using Your Clients' Words methodology.Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.Offers:Get a FREE copy of each of two books all accounting professionals should use to offer trusted strategic coaching services and get paid what they are worth.  These must-have additions to every accountant’s 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 professionalsSpeak with TC and learn more about leveraging testimonials to grow your business with “My Clients Say System” – Schedule a chat to learn moreFor Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe.For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### The Journey Into The Unknown as an Accounting Professional w/ Ken Boyd Overview: The Journey Into The Unknown as an Accounting Profesional Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ken Boyd Everyone begins and later ends their journey as an accounting professional in a unique way.  Even though many try to be intentional there can be surprises. Imagine going from accountant to professor and then author.  In fact, consider what you’d say when asked to write Accounting For Dummies.  What would you say? what would you do? Listen as Ken and Roger discuss this exciting career path along with insights related to pricing, offering quality services, engaging more with our clients. At the end of the day, it is all about helping the client make more informed business decisions. Have you considered niching your services, then this is an episode for you.  Don’t worry about being everything to everyone. About Our Guest: Ken Boyd Ken Boyd is a four-time Dummies author, blogger, and provides video content (accountingaccidentally.com). Ken is the author of Cost Accounting for Dummies, Accounting All-In-One for Dummies, The CPA Exam for Dummies, and 1,001 Accounting Questions for Dummies. As a former CPA, Auditor, Tax Preparer, and College Professor, Boyd brings a wealth of business experience to educating an audience. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Ken has invited our audience to join Conference Room, a free community where he provides content on accounting and personal finance: https://conference-room.mn.co/ If you click on "Explore" and then find "Events" in the left column, you can sign up for the next Ask Me Anything, where Ken answers member questions in a one-hour live chat. Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This book is a must-have addition to every accountant’s library to provide the value clients look for today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals 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 ### Nominated as a Top Accounting Podcast Although a few years in coming it is now a podcast to be proud of. Thanks for the great team that we have that make this possible the "Build the Premier Accounting Firm" podcast is now getting noticed. Among various success we have now been  Nominated as a Top Accounting Podcast by Welp Magazine Check out the list of other nominees and see the great company we are in now.  Soon we expect to be a standard and go to podcast for accounting professionals. Congratulations to the team here at Universal Accounting Center. This podcast is dedicated to helping owners of accounting, bookkeeping, tax companies work ON their business.  Each week we address topics related to Market & Sales to grow the business with more clients.  To offering quality accounting services to help generate the most revenue per client.  And then production, including onboarding, client relations and retention to help the business ### Time is Fleeting, Work More Efficiently w/ Celso Pinto   Overview: Time is Fleeting, Work More EfficientlyYour Host: Roger Knecht, president of Universal Accounting CenterOur Guest: Celso PintoRunning an accounting business can be overwhelming.  Managing time, identifying priorities, and defining workflows are important.Listen to Roger and Celso Pinto reflect on business and how we can work more purposefully when taking care of our clients.  When we work with the intent to be profitable, we can become the premier accounting firm in our area.Simply said, things do not need to be as complicated as we tend to make them as we run our business.  The time is now to explore ways to leverage technology to improve workflow. About Our Guest: Celso PintoFounder & CEO at PixieA Portuguese expert in London, Celso worked in senior management at a number of tech companies. Prior to Pixie, he founded GoSimpleTax which led him to learn about the challenges faced by small accountancy practices and their owners.Pixie was built to help small accounting & bookkeeping firms get organized. Their simple-to-use, practice management software allows firms to easily take control and manage their clients, tasks, emails, files, and workflows in one app. The team at Pixie is on a mission to help small firm owners across the globe save time, reduce overwhelm and enjoy the day-to-day running of their business.Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Start a 30-day free trial of Pixie, no credit card required, and cancel anytime. Head to www.usepixie.comGet a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This is a must-have addition to every accountant’s library to provide the value clients look for today:“in the BLACK, nine principles to make your business profitable” – e-book 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 ### Accounting Has & Is Evolving w/ Mark Lloydbottom   Overview: Accounting Has & Is EvolvingYour Host: Roger Knecht, president of Universal Accounting CenterOur Guest: Mark LloydbottomThere is still, and will always be, an increasing need from business for the accounting professional to step up and help in an advisory or coaching perspective to help owners effectively use the financial information to make more informed decisions.Accounting is more than compliance work.After more than 30 years in the accounting profession Mark Lloydbottom and Roger discuss the changes seen and that are coming to the industry.  Listen in and see how this compares to your experience.Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Universal Accounting CenterGet more with your clients as an accounting professional as an advisor or coach, become a Profit & Growth Expert.Learn more about Universal Accounting International, what is being done to help individuals in Africa to train and certify as Professional Bookkeepers.  See how it is helping the local economies and empowering individuals to have successful careers in accounting.Get a FREE copy of each of the two books all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These must-have additions to every accountant’s 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 professionalsLearn more about what Mark is doing to help the accounting professionals with his business, Ignite Practice Management. 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 ### Words Sell And Are Compelling w/ Chris Forsey Overview: Words Sell And Are Compelling Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Chris Forsey Using the right words can make all the difference when marketing and selling your services effectively.  They could be the difference between success and failure in your marketing. Are we also leveraging technology to find potential clients?  Today there are a number of tools available to help manage, nurture and engage with our potential clients to help them become our next clients. Listen as Chris Forsey and Roger discuss new ways to effectively market accounting services. Don’t miss this episode! Also, pay attention to the advice related to working from home.  So good points to consider?   About Our Guest: Chris Forsey Chris is the Co-founder of Learner Park Media, a creative agency in Salt Lake City that provides marketing services and solutions to small businesses. He’s been featured on ABC, NBC, CBS, and Fox as an expert in the field of digital marketing and over the last decade has helped hundreds of entrepreneurs successfully market and grow their business. In his free time, he can be found at the lake or on the mountain with his wife and three kids in Salt Lake City, UT. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: UNIVERSAL CRM Take the time to watch Chris go over the various tools, apps, etc. that are available to use as we leverage technology to find and acquire new clients. This is a MUST SEE presentation.  Be ready to take some good notes and implement these “best practices” in your business. Watch it now by CLICKING HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Providing Quality Services w/ Gabrielle Fontaine Overview: Providing Quality Services Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Gabrielle Fontaine, PB, ASBC For years Gabrielle Fontaine has worked in accounting and perhaps has seen it all.  Therefore, it is no surprise when the conversation turns to provide quality services ethically, but what does that mean? Take the time to listen in as Roger and Gabrielle discuss the role of the accountant and bookkeeper. Understand how confidence and competence play into the equation and determine your success. They also discuss how accounting is actually a people business.  The relationships we build with business owners are both personal and professional.  They need our help are want to ask “Therefore, what?” Perhaps the unexpected insight from this conversation is that accounting can and should be “FUN”. Enjoy the episode and be sure to subscribe to the podcast!   About Our Guest: Gabrielle Fontaine, PB, ASBC Gabrielle Fontaine is the founder and manager of Bookkeeping Direct, a bookkeeping firm that has been running 100% virtually since 2003. She is an Advanced Certified QuickBooks ProAdvisor and Accredited Small Business Consultant, as well as a sought-after speaker, author, and consultant in the bookkeeping profession. Gabrielle is known for her results-focused online training programs and live webinars on topics such as workflow, pricing, marketing, cybersecurity, and business growth strategy. Her latest classes can be found on the Bookkeepers.com website. Gabrielle also works with accounting technology companies to spark win-win synergy and growth that benefits the entire bookkeeping ecosystem. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Universal Accounting Center Become a Professional Bookkeeper, PB. Then you need to understand how you can transition to offer coaching services as a Profit & Growth Expert. Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This is a must-have addition to every accountant’s library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book   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 ### A Special Celebration & MAPPING the Business Overview: A Special Celebration & Mapping The Business When running a successful accounting business there are many tasks needing our attention.  What process can be done to best organize and prioritize each task to know which needs attention to improve the business. Listen as Roger shares best practices and lessons learned after speaking with other successful owners of accounting businesses to understand what you can do to have the premier accounting firm in your area. Apply the principles of MAP in your business to run it more confidently and competently. Determine your priority to next develop your business. Get more clients Offer quality accounting services to increase the revenue per client Work efficiently and profitably retaining clients Your Host: Roger Knecht, president of Universal Accounting Center Sponsors:   Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Being Safe & Vulnerable w/ Robyn Mons Overview: Being Safe & Vulnerable Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Robyn Mons Have you ever asked yourself the question, “am I enough” or “am I deserving”? These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don’t need to persist. Listen as Robyn Mons and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses. Learn what you can do to be in business for yourself but not by yourself.  There is no need to experience this journey alone and feel as if you are re-inventing the process when running a successful accounting business. Don’t miss this important and powerful discussion! About Our Guest: Robyn Mons Robyn Mons is a certified Life and Weight Coach.  As a professional, wife, and mother, she understands the challenges that come with balancing these three and the mental blocks that keep you from taking the action you desire.   Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage your brain is the most important thing you can do to create the lasting results you want in your life.  Using the latest, cutting-edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible.  Her greatest joy is to watch her clients grow and evolve into who they most want to be in the world. Robyn currently lives in Riverton Utah with her husband, Tyler, 4 kids ranging in ages 9-20, and her codependent pup, Dirk the Doodle. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Learn more about the coaching offered with Universal Accounting Center and Robyn Mons to help you have the confidence to run the premier accounting firm in your area.  Meet the Universal Accounting Team! Take the next step to receive what you want in business.   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 ### Bringing Passion To The Accounting Profession w/ Cindy Jorgensen   Overview: Bringing Passion To The Accounting ProfessionYour Host: Roger Knecht, president of Universal Accounting CenterOur Guest: Cindy JorgensenTake the time to listen as Cindy Jorgensen and Roger discuss the opportunities individuals have as they build their premier accounting firm in their area.Cindy brings a fresh new look to the approach of deciding the next steps.  She has a contagious personality that is both inspiring and uplifting.  With Cindy, it is time to think big, to dream big with considering what we can each do to realize our potential.Here is what Cindy has to share to shortcut your path to success. About Our Guest: Cindy JorgensenCindy Jorgensen is a woman who knows how to accelerate the success of your business & life.  She is a business consultant with Universal Accounting Center helping other people start and grow their own accounting practices.As a facilitator and mentor for the “Growing Your Business” program, and a speaker and trainer for Business Success Conference and The Best You, one of the largest business and personal development expos in the world -She’s taught thousands how to create massive recurring income as a respected professional providing a lifestyle most only dream of.She is a mother of two boys and has worked internationally, teaching English to Chinese children.  Cindy sincerely cares about everyone she meets and this unconditional love she has for everyone around her has rocketed her business endeavors to great heights.She was named one of the six “Most Successful Business Women in Utah” and was one of only 200 out of 500,000 to receive the Women of Excellence award.Appearing on ABC, CBS, and locally on KSL, Cindy has presented at Napoleon Hill’s Think and Grow Rich World Tour in 2019, The Firm Foundation 2020 and has been invited to speak at the “Smart Women Rising” conference in Dubai 2020.Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Cindy offers in the episode the opportunity to speak with her directly.  Take some time to share with her your current situation, background, and experience, along with your goals, and see what she has to say to help you take the next step to have the premier accounting firm in your area.Schedule a time that is convenient for you now:  https://calendly.com/uac-cindy/30minGet a FREE copy of each of the two books all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are your must-have additions to every accountant’s 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 professionalsFor Additional FREE Resources for accounting professionals check out this collection HERE! Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe.For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Embracing the Next Step w/ Adam Syvock Overview: Embracing the Next Step Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Adam Syvock Everyone starts somewhere as they begin to offer quality accounting services. Listen in as Adam Syvock and Roger discuss the journey from starting to ultimately have a successful accounting business. Adam shares his journey and offers suggestions.  Also, learn about Adam’s niching into the word of cannabis working with both the growers and dispensaries as clients.  It’s a whole new world that is both exciting and challenging but well worth it. Hear a few things you can do to offer quality accounting services in an exciting way.   About Our Guest: Adam Syvock Adam has a bachelor's from the University of Wisconsin-Milwaukee in 2014 and then enrolled at Universal Accounting afterward in the Bookkeeping, Tax, and QuickBooks programs, as well as the master coaching program. Adam started as an academic coach in 2016 for Universal Accounting and now serves students in the Bookkeeping, Tax Preparer, and QuickBooks programs. He recently also became the new Marketing & Business coach for Universal. In addition, Adam has been running his own accounting business, Infinity Accounting, since 2015 and since then opened another separate practice. 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 a book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This is a must-have addition to every accountant’s library to provide the value clients look for today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals 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 ### Simplifying the Accounting Model for the Entrepreneur w/ Femke Hogema Overview: Simplifying the Accounting Model for the Entrepreneur Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Femke Hogema Femke Hogema returns to discuss with Roger the power of numbers in business. Consider the benefits that come when helping clients manage their businesses with budgets and forecasts. It’s helpful to show clients the consequences of their decisions using a proforma. They also discuss the mental and emotional elements that affect decisions being made in the business. Accounting is more than being compliant.  It is helping the business owner manage by the numbers to make more informed business decisions as they run their companies.  By doing so the business can be more profitable when working with the accounting profession. About Our Guest: Femke Hogema Femke Hogema started her career as a financial controller for a large international company. She loved figures and the clarity that figures provide about a company's health. But she also saw that entrepreneurs don't like figures, controllers, bookkeepers, or accountants. Entrepreneurs find figures boring, complicated, and theoretical. So, she started her company, Healthy Finance, to close this gap between entrepreneurs and figures, and to help entrepreneurs get a grip on their numbers. She gave lectures and training courses, wrote the bestsellers: Financiën voor zzp’ers (Finance for solopreneurs), The Profit Advisor, Ondernemen in Crisistijd (Doing business in times of crisis) and recently: Profitable Plans. Femke also contributed to the Dutch edition of Profit First. Femke makes figures fun, practical, and accessible, and in the course of ten years she inspired tens of thousands of entrepreneurs to build a financially healthy and profitable business. Since 2017, Femke has focused on training accountants and bookkeepers to become Profit Advisors (through Profit First Professionals Netherlands). She teaches accountants and bookkeepers so that they can, in turn, support entrepreneurs in growing a financially healthy and profitable business. Femke loves to teach clients to build their own profitable company which will yield more pleasure and satisfaction. Femke was featured as a financial coach in a popular TV show on National TV. In 2019 she wrote a number one bestseller Winstgevende Plannen (Profitable Plans). The book reached a number one position in the Dutch National Management Book Top 100 within one and a half weeks after publication and kept that position for 28 days. This bestselling book is now available worldwide, titled: Profitable Plans. She gives keynotes in both the Dutch and English language about The Profit Advisor, Profit First and Profitable Plans. 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 a book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These must-have additions to every accountant’s library to provide the value clients look for today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Also, get a copy of Femka’s newest book Profitable Plans there you will find some nice free downloads to go with the book. 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 ### The Evolution Of Accounting Training w/ Ken Bostrom Overview: The Evolution Of Accounting Training Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ken Bostrom Listen to this discussion with Ken Bostrom as he shares his perspective of 30 years of teaching accounting, how it has changed and is now being done. Enjoy the evolution of accounting which now includes computers and software, how things progressed from WordPerfect, Lotus123, ABC Accounting, MYOB to so much more. See how the accounting profession has changed, especially how it has been taught over the years from debits and credits to include software training, from classroom instruction to online courses and programs.  It has become easier and more systemized. Ken also shares how and when updates to training accounting occur each year to help individuals excel in their careers to get paid what they are worth.   About Our Guest: Ken Bostrom Ken Bostrom has been an instructor, coach, and officer of the Universal sector for nearly three decades.  He has seen Universal Accounting Center grow from a small local brick-and-mortar accounting training school to an international provider of cutting-edge, online certification training for accounting professionals to start and grow their own bookkeeping, accounting, and tax practice.   Ken is the author behind our Professional Bookkeeper’s Guide to QuickBooks, as well as its annual updates.  You could say Ken wrote the book on how to use QuickBooks to get more done in less time and to become a Profit and Growth Expert.   He is a certified Color Accounting instructor, QuickBooks Specialist, and QuickBooks Pro Advisor. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Learn more about the MISSION   Offers: Job Placement Assistance The Turnkey Business Plan for accounting professionals Color Accounting, learn the language of business in lay terms to communicate more effectively with your clients   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 ### Offering Quality Accounting Services With Confidence w/ Jennifer Capener Overview: Offering Quality Accounting Services With Confidence Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Jennifer Capener Jennifer Capener works with and advises many accounting professionals as they start and build their businesses.  Listen as she shares suggestions and best practices to help accelerate your success. There are two key elements she feels are necessary, confidence and competence.  What does that mean? Understand how working with a coach can be the difference to ensure success. Some good advice, “don’t forget why you started”. Enjoy this next episode in the series to help you Build the Premier Accounting Firm. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   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 ### From Accountant to Hero w/ Rhett Gagon Overview: From Accountant to Hero Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Rhett Gagon What a great topic and value add to an accounting firm. Rhett Gagon joins Roger to discuss services that can be offered to distinguish any accounting business as the one working to work with owners of real-estate.  Consider this in-depth conversation regarding Cost Segregation and how it can make you the hero for your clients. This may be the unique selling proposition to help you niche your accounting services in the world of real-estate and investment properties. Get ready to take some notes, this is that good.   About Our Guest: Rhett Gagon Rhett Gagon holds a Bachelor of Arts degree from Brigham Young University. Much of Rhett’s professional career has involved working personally with high net-worth individuals; training and speaking at conferences on a local, regional and national level. Rhett’s expertise in Cost Segregation began in 2010 when he first joined Cost Segregation Authority. Rhett continues to speak on national and local levels helping the accounting world to better understand the value of cost segregation both to the investor and accounting firms alike. He has worked on thousand of Cost Segregation projects saving clients nationwide hundreds of millions of tax dollars & has helped build Cost Segregation Authority to become a real leader in the industry and what it is today. When not at work his love and passion is spending time with his wife & children if this can happen outside, he is happiest – whether snow skiing in the wintertime or on the water when it gets hot, even chasing & wrestling his 4 kids at home make him happiest. Company Summary Cost Segregation Authority was first established in 2006 at the infancy of modern cost segregation services. It was founded in large part by a father and son team who had spent their career in the construction industry and became passionate about the tax-saving strategies associated with real estate investments. This family culture has stayed with us for over a decade and we endeavor to keep it this way for generations. You will find most cost segregation firms are full-time CPA firms or offer a dozen other services to maintain their margins. At Cost Segregation Authority our focus is exactly as our name implies. Hence, if you are a CPA or other tax advisor, you don’t have to worry about losing any tax return or other consulting revenue when introducing us to your clients. Our goal is to make you look good by performing the most accurate and tax-saving study possible. We are the good news in your practice and your partnership is paramount to our success. 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 the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This is a must-have addition to every accountant’s library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book For those listening that would like a complimentary analysis for themselves, or the clients they can request one on our website: www.costsegauthority.com 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 ### Are you Wired for Success w/ Erin Moger ? Overview: Are You Wired For Success Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Erin Moger Listen in as Roger and Erin Moger discuss the psychology that can frustrate our efforts to be successful and profitable in business.  Consider the things so many of us do that sabotage our individual success and learn the formula to help make profit deliberate and intentional. Dream big enough and start small enough to experience success – baby steps ? Erin has worked with accounting professional over the years to know what it takes emotionally and practically to help business owners make profit a priority. Learn about the 5 plates approach to money management and how it can help business owners get paid what they are worth.   About Our Guest: Erin Moger Erin Moger has been a Profit First Professionals Guide since 2015, shortly after Profit First Professionals launched in Mike Michalowicz’s basement. Erin grew up as a child of an entrepreneur and has experienced entrepreneurship in a different light because of it. She earned her degree in accounting because she saw this field as the way to help small business owners succeed. Profit First Professionals is an exclusive community of accountants, bookkeepers, and business coaches who are certified in the Profit First methodology to help their clients build highly profitable businesses. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. You can also learn more about Profit First going HERE: www.profitfirstprofessionals.com   Offers: Get a FREE copy of each of these books all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are the must-have additions to every accountant’s library to provide the value clients look for today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals – e-book “in the BLACK, nine principles to make your business profitable” – e-book “Profit First” – e-book See what you can do to also become a Profit First Professional and join the community committed to eradicating entrepreneurial poverty   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 ### Becoming a Business Coach ? Working with business owners often presents opportunities to educate and perhaps inspire.  But what does this look like in a professional setting, in fact in a more formal relationship that may involve compensation? Learn the levels that exist for accounting professionals to offer more than quality accounting services.  Consider becoming a: Mentor Advisor Consultant Coach See what you can do to benefit from each as well as offer these services to build the premier accounting business in your area.   Your Host: Roger Knecht, president of Universal Accounting Center Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Join the closed Facebook group to give back and help your peers as well as receive the advice you need when you need it as you work with your clients.  The Accounting & Bookkeeping Tips Group. Get a FREE copy of each of the two books 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 accountant’s 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 Consider becoming a Profit & Growth Expert See what you can do to work with a coach to help you build the premier accounting firm.   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 ### Relationship Selling With Confidence w/ Clay Neves Overview: Relationship Selling With Confidence Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Clay Neves Selling accounting services can be a challenge, in fact frustrating, but it doesn’t need to be that way. Listen in as Clay Neves and Roger discuss some essential elements of the process that can make it easier and more effective for you as you work to bring on new clients.  There are some key parts of the meeting with a potential client that you don’t want to miss. Also, take advantage of some free resources Clay shares that are available to our listeners that you don’t want to miss. It’s time to confidently market and sell your services to get the clients you deserve.     About Our Guest: Clay Neves Clay Neves is a 12-year veteran with Universal Accounting Center and is currently Vice President of Student Enrollment.  He has also worked with students throughout the United States and Canada to grow their practices. As a VP at Universal Accounting, He oversaw the growth of Universal’s seminar channel nearly ten-fold and is now managing the current growth of our enrollment call center. He has applied the principles from “in the BLACK” and “Red to BLACK” to manage his departments to meet or exceed sales and profit forecasts year after year. He assisted in the development of our Universal Practice Builder program and creator of his online Sales Academy: Personal Sales Dynamics: Mastering the Fine Art of Relationship Selling, both included now within our Profit & Growth Expert Certification Program. As a former Chamber of Commerce President, he knows how to help small businesses. With over 35 years of sales ma 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 the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This is a must-have addition to every accountant’s library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book Text BUILD to 57838 to request my daily Golden Sales Nugget.  A 120-character text message that you’ll receive daily gives you something you can focus on to improve your effectiveness in BUILDing your clientele. Clay has also offered to email you the P's & Q's questioning sequence we discussed today.  Just email him directly at clay@universalaccounting.com.   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 ### Seeing Events & People Around Us In A New Way Our personal perspective on life, events and people affects us in profound ways. The attitude we bring to business impacts our interactions with potential clients, relationships with clients and employees. I’d like to share the presuppositions I learned early in my career that shaped my view of the world, those I interact with in it and the experiences I have.  These presuppositions have helped me overcome many challenges in life, seeing them as stepping stones rather than stumbling blocks. I invite you to listen, write down and consider embracing these in your way to thinking to make the most of your relationships personally and professionally. These 15 statements are worth recording and referring to often   Your Host: Roger Knecht, president of Universal Accounting Center   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   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 ### A Peek Behind the Advisory Services This is a transparent look into the advisory/consultative business model that many would like to offer in addition to the quality accounting services currently given. Listen as Roger shares such things as the client experience, the services offered, best practices and so much more to help accounting professionals understand their role in providing advisory services. Imagine applying these principles in your business to generate a new revenue stream and retain clients longer. Learn which best practices also apply to your business that you can implement as you work ON your business.   Your Host: Roger Knecht, president of Universal Accounting Center   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Universal Business Builder Helping Business Owners to: Engage & Manifest Understand Accounting Increase Revenue Improve Profits Build Value   Offers: Get a FREE Business Score report to assess the 8 drivers apply to your 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 ### Insights To Successfully Start A Bookkeeping Business   Overview: Insights to Successfully Start A Bookkeeping BusinessFor more than 20 years this same conversation has happened with accounting professionals again and again as they consider and then start their new business.  Listen in as Roger covers the common questions surrounding 'Start a bookkeeping business' and gives the advice to help avoid the challenges many face.There is a Turnkey Process to start and build the premier accounting firm.  Topics addressed include:Why StartHow to StartWhat Services to OfferDefine the Benefits OfferedMeeting Your Income NeedsPricing Your ServicesRemember this: “Nothing Happens Until You Make A Sale”Get your pen and paper ready, this podcast on 'Start a tax business' about to get serious.Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Get this FREE course, the Turnkey Business Plan for accounting professionals who want to start an accounting business.Start Your BusinessBuild Your BusinessBecome An Accountrepreneur Remember this, Accounting Success IS Universal.Listen to our next episode and be sure to subscribe.For more information on how to Start a bookkeeping business you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Becoming a Progressive Accountant w/ Twyla Verhelst ? Overview: Becoming a Progressive Accountant Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Twyla Verhelst As we work with our clients, do they see us as forward-thinking?  Are the meetings with us inspiring and engaging to help them use the accounting information they are receiving to make well-informed business decisions?  Are we leveraging technology to provide our clients the cutting-edge services that will help us stand out as the premier accounting service? Listen as Twyla Verhelst and Roger discuss these questions and so much more as they consider the things that can be offered to provide quality accounting services. For example, do you provide your clients a safe environment to explore the opportunities the business has? The future is bright for the accounting profession.   Meet Our Guest: Twyla Verhelst Twyla Verhelst lives and breathes accounting. As a CPA, tech entrepreneur, and now leader of the Accounting Professionals Program at FreshBooks, she’s working to empower accounting professionals with the tools they need to thrive, as well as helping them discover their most valuable tool — their authentic self. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. FreshBooks, the #1 accounting software in the cloud, is designed exclusively for freelancers and growing service-based business owners. The Accounting Professionals Program (APP) is designed to connect innovative firm owners with both the FreshBooks platform and our business customers. Underpinning it all is what we call a collaborative accounting approach.  Offers: Get a FREE copy of a 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 accountant’s library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book Invitation to join the FreshBooks The Accounting Professionals Program (APP) FreshBooks invites you to join their new Accounting Professionals Program.  Accounting Partners become FreshBooks Certified and receive Partner benefits including referral bonuses, exclusive discounts, addition to the directory, dedicated support, and more!  Additional information can be found here: freshbooks.com/accountants 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 ### State of the Company ?  Overview: State of the CompanyIt's important each year to step before the company (of one or many) to recap the past and provide a vision for the future.  As the owner and president of the company, this is a level of accountability to the organization.Learn what you can do to hold an effective and inspiring meeting with those you work with to summarize the past and inspire them for the future.This is a how-to guide to being a great leader.  It is the agenda to a meeting we each should be having yearly with our team.  Take good notes and be prepared to Rock the New Year.The State of the Company applies two important elements from the Universal Project Management Model, both Discover when we reflect on the situation and Document to record what has happened.Challenges facedWhat went wellWhat is newPlans for the New YearGoals and timelinesSWAG & BonusesSponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Get a FREE copy of a 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 accountant’s library to provide the value clients look for today:“in the BLACK, nine principles to make your business profitable” – e-book Remember this, if it is about accounting, it 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 ### The 4 Keys to Success Running Your Business ? Overview: The 4 Keys to Success Running Your Business Your Host: Roger Knecht, president of Universal Accounting Center Upon becoming president of Universal Accounting Center Roger shares the personal journey he took in those first few years to create a lasting legacy and become the leader he felt he could. Learn the 4 keys he identified to be successful and see how you can apply them in your business.  He also includes some unexpected bonus items to help you become a better you both personally and professionally. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get these two resources offered to help you work ON your business to build the premier accounting firm: Accountability Coaching for the Accounting Professional There’s a Formula For Success Summary PDF   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 ### Are We Really Helping Our Clients? w/ Geraldine Carter Overview: Are We Really Helping Our Clients Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Geraldine Carter Roger and Geraldine Carter each have a similar belief when it comes to working with accounting clients. Are we really giving the business owners timeline information to help them make more informed business decisions?  The passion they both have to help business owners is obvious. Listen in and see what more you can do to help improve client relations and retention while getting paid what you are worth as an accounting professional.  It all starts with pricing; do you see value in the services you offer?  It is not the task but rather the value we bring to our clients.   Meet our Guest: Geraldine Carter Geraldine Carter is the founder of She Thinks Big Coaching, where she helps CPAs get out of the accounting rut. Her clients routinely double their margins in 12 months or less while working fewer hours. Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in Sun Valley, ID. 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 each of the two books 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 accountant’s library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book Pricing Strategies for accounting professionals Geraldine also offered her PDF: “Different Pricing Methodologies for CPA’s” – get your copy now.   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 ### The Path To Freedom As An Accountrepreneur As we each work ON our companies we go through stages.  As we evolve, we deal with new challenges and frustrations.  Let me share some of these phases with you to help you identify where you are and what needs to be done next to build the premier accounting firm. Building a business that has value is more than a list of customers, it is also systems and culture.  With that in mind let me also share with you the 8 drivers that determine the value of your business. All of this is to help you have a business that can thrive without you.   Your Host: Roger Knecht, president of Universal Accounting Center Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get your FREE Business Score with a detailed report applying the 8 drivers in your 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 ### Life Changing Moments That Make Us Pivot w/ Veronica Sagastume     Overview: Life Changing Moments That Make Us Pivot Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Veronica Sagastume For some starting, an accounting business is out of necessity.  Perhaps it is unexpected or even wanted but when life happens we sometimes need to make the most of the situation.  With that in mind listen as Veronica Sagastume shares her story and how she can look back with gratitude. Roger and Veronica discuss the challenges and strategies to overcome them. Veronica also shares some tools and resources she has to help accountants effectively market and sell their services.     Meet our Guest: Veronica Sagastume Veronica Sagastume is an ex-corporate CFO turned content marketing strategist with a passion for helping accounting, bookkeeping, and tax business owners create content to increase their visibility on social media and grow their business online. After a 20 year corporate career as an accounting and finance executive in Silicon Valley and the San Francisco Bay Area, Veronica faced a personal life event that led her to make the bold decision to trade her corner office for a home office. In 2011, Veronica left her CFO position to start her own consulting practice to work with startup companies as their business consultant. Fueled by her experience, Veronica skyrocketed her practice to quick success. In 2016, she ventured online to help other accounting, finance, and tax business owners learn how to show up online with a strong content marketing strategy to attract and connect with clients. Helping them to show up like the experts they are, make a greater impact, increase their online visibility, and grow their business online is her primary vision and goal! Veronica has built a thriving consulting and coaching business from the comfort of her own home and is excited to share her journey. 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 each 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 accountant’s library to provide the value clients look for today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Veronica has created several free resources to help Accounting, Bookkeeping, and Tax businesses grow their business online. Download her Nurture Your Network guide which includes email swipe files you can customize and use to reconnect with your existing network and reignite that relationship.  And if you're ready to show up online, but are stuck wondering 'what to write about?', she's got you covered with 75 content ideas plus a 31-day content calendar template that will inspire you to take action and start showing up for your audience - Grab it HERE    Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777 ### Change Your Life with Gratitude For this episode I have something different for you yet very timely. Right now you may feel things are in turmoil, that change is too much, that fear is too consuming, and of course there is also the unknown. Today we are faced with things most of us have never ever had to deal with, but even with these challenges, if we want to remain positive, feel we are still in control we need to have Genuine Gratitude. What do I mean? It has been proven again and again that Gratitude is the way to Abundance which then leads to  true happiness, again a direct product of having Gratitude. Therefore, Gratitude is the Key! If we genuinely want to live happy lives, gratitude at all levels becomes the key. How would your life be changed if you were to level-up and find more to be grateful for? If you want more abundance in your life, find Gratitude, in fact Embrace Gratitude. Have an Attitude of Gratitude in everything you do is empowering. In fact Attitudes are contagious…..but is your attitude worth catching? Let’s think about that. Are people attracted to you and do you have an abundance of friends and clients that are thrilled to be with you? Take a look at your attitude and you'll see whether or not people are drawn to you. What I have found is that Gratitude is best described as being Thankful, but it is also your complete Attitude. It is a belief and an action. This grateful attitude does not come easily, it is a choice, you have to decide that you truly want happiness to be your focus and that you want to learn and grow from the things that you face on a daily basis. Then, it becomes easier, it comes step by step. Read what Hal Elrod had to say about this; “Gratitude and Complaining cannot co-exist simultaneously, YOU must choose the one that best serves you.” I don't know that it can be said any better. You must choose what serves you and live it. They cannot both be working simultaneously. What do you choose, Gratitude or Complaining? So listen in as I share some of my own personal journey towards having an Attitude of Gratitude.  I'll share some insights, suggestions and how-to's to help you as well. Also, pay this forward and #givethanks using your social presence. ### Passion and Gratitude Does Pay Off When Building the Business w/ Natalia Zacharin Overview: Passion and Gratitude Does Pay Off When Building The Business Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Natalia Zacharin For some the idea of starting an accounting business is the furthest thing from their mind then life is thrust upon them. Listen as Natalia Zacharin discusses with Roger her journey from single mother to the successful bookkeeper.  Realizing the need for grit to build the business peppered with tenacity pays off. It is also the attitude of gratitude that pays off along with the support of others.  There is a reason we each need cheerleaders in our lives. With that Natalia is living the dream?   Meet Our Guest: Natalia Zacharin In 2018, after years of working for other firms, Natalia opened her own firm, Zacharin Consulting; a firm dedicated to empowering businesses to understand and interpret the financial health of their business and significantly improve their bottom line.  Using a blend of personal service and expertise, Natalia's goal is to bring her experience and knowledge to her clients in a meaningful way.  Zacharin Consulting offers strategic bookkeeping, monthly accounting, remote CFO services, and financial intelligence programs to help businesses thrive, stay organized, save time, and give them peace of mind. 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 the 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 accountant’s library to provide the value clients look for today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals 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 ### Being a Disruptor as an Accounting Professional w/ Ryan Lazanis Overview: Being a Disruptor as an Accounting Professional Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ryan Lazanis, CPA The premise of building the premier accounting firm is based upon the unique services we each choose to offer.  Listen as Ryan Lazanis and Roger discuss why and how you can become a disruptor within the space of accounting to find and retain new clients. Also, hear what Ryan has to share about growing an accounting business to the point that someone acquires it.  What did it take to achieve it and the lessons he learned along the way?  He has some good advice so be ready to take some notes. Pay attention to what he has to say about “coaching” and its value in building your business. About Our Guest: Ryan Lazanis Ryan Lazanis, CPA, CA founded Xen Accounting in 2013, a 100% cloud-based accounting firm. Following its acquisition in 2018, Ryan started Future Firm, which helps firm owners design and implements an online, scalable firm that supports their ideal lifestyle. He also sends a weekly newsletter to 2,500+ firm leaders that want to receive exclusive content & tips to help them create an online, scalable firm of their own. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Ryan sends a weekly newsletter to over 3,000 firm leaders who want exclusive tips & tricks to design & implement an online, scalable firm of their own. Newsletter sign up - https://futurefirm.co/newsletter/ Get a FREE copy of each of the two books 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 accountant’s 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   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 ### Seeing Abundance When Selling Your Accounting Services w/ Michelle Weinstein Overview: Seeing Abundance When Selling Your Accounting Services Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Michelle Weinstein Michelle Weinstein is an optimist, seeing opportunities and potential new clients everywhere. Selling accounting services can be fun and when you combine passion with an abundant mindset there is no stopping your potential to build your business. Listen as Roger and Michelle discuss principles you can use to become comfortable selling your quality accounting services. In the end, it’s about helping your clients and letting them see you as the expert to help them.     About Our Guest: Michelle Weinstein Michelle trains accountants how to use her unique and proven system to sell more services, overcome any objections, and have a life full of abundance! She has successfully trained CPAs how to actually and efficiently IMPLEMENT powerful techniques adding $10k to $50k in additional revenue every month. Michelle is also the host of the Abundant Accountant Podcast is where accounting professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills and have consistently increased revenue. She covers topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so accounting professionals can stop giving away their time and expertise for free and start being paid their value and worth! Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Michelle shared that she sees way too many accounting professionals who are overworked, underpaid, and underappreciated. Is that you? 8weeksalesmastery.com That’s why I’ve created a simple 5-step process for accountants so that you can feel confident positioning yourself as the expert, get consistent, high-quality referrals, and easily get people to say YES to paying you what you’re worth (no matter how much you charge), while working less all year round. Go to 5stepstoabundance.com now if you want to stop waiting around for the busy season every year and have an accounting practice full of high-level clients who are happy to pay you the fees you deserve and who actually appreciate the work you do for them. Get the sales training built specifically for accounting professionals so that you can Sell with Confidence applying the principles of Strategic Selling.  Take a moment and download this overview of the process with this Cut to the Chase pdf Get a FREE copy of each of the two books 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 accountant's 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 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 ### We Need To Be More Bold As Accounting Professionals with Larry Weinstein Overview: We Need To Be More Bold As An Accounting Professionals Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Larry Weinstein, CPA What is it that we can do, that we can declare that will make our services more compelling and meaningful to business owners? Larry Weinstein is passionate about the work he does for his clients and it is contagious.  Listen and He shares with Roger why he feels we need to be more aggressive in our marketing.  He also challenges us to also become authors to share our stories and message.  Are you ready for that next step in your business and have a new powerful marketing asset?   About Our Guest: Larry Weinstien, CPA Larry M. Weinstein is a CPA (Texas) also known as the Tax Terminator® and the CPA for Lawyers®.  He is the Managing Director of TaxTerminatorHQ.com and TheCPAforLawyers.com.  Larry graduated from the University of Houston with a BBA in Accounting and began his career in the Houston office of Arthur Young, now known as Ernst & Young. In private practice since 1988, Larry concentrates in the area of IRS Tax Planning and Preparation, mostly for closely-held businesses and professional practices. Larry has worked with hundreds of individuals, businesses, and professional practice owners through the years, helping them to LEGALLY lower their taxes while staying compliant with the IRS rules and regulations. Larry is the developer of the Strategic Tax MinimizationTM Process. Larry lives in Houston with his wife and Teddy the Texas Tax Cocker Spaniel. When he is not spending time with his family, he enjoys riding his recumbent tricycle and bicycle, fishing from his kayak, and photography. 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 each of the two books 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 accountant's library to provide the value clients look for today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   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 ### The Formula to Price Accounting Services Confidently with Vanessa Ugatti Overview: The Formula to Price Accounting Services Confidently Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Vanessa Ugatti Speak peer to peer with your potential clients to get paid what you are worth with confidence. Listen as Vanessa Ugatti and Roger discuss the specific things, we each can do to effectively build the company with clients that are paying us more.  Why, because we offer quality accounting services and know-how to properly determine its real value. Vanessa and Roger have a fun conversation that you’ll enjoy but also leave with some good notes so come prepared to listen with paper and pen handy.   About Our Guest: Vanessa Ugatti Vanessa Ugatti, author of Amazon Best-seller, ‘True Worth: How to Charge What You’re Worth and Get It’ helps people go from utterly clueless and powerless to expert and confident when charging their clients, although always ethically, by sharing her TRUE WORTH blueprint which cures this familiar problem. Described as: “A miracle worker” “magic” and “simply the best”, Vanessa loves to empower transformation in those who provide an excellent service yet undervalue themselves. At the core of her work is increasing self-worth which she says is at the heart of everything we do and drives behavior. 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 each of the two books 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 accountant's library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book Complimentary download from Vanessa of her Amazon Best Seller, True Worth   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       ### Leveraging Technology to Improve Client Relations with Chris Farrell Overview: Leveraging Technology to Improve Client Relations Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Chris Farrell As we work with our accounting clients, we need to consider their experience with us.  It begins with the onboarding as a new client but then continues month after month as we help them find value in the information we provide. Listen as Chris Farrell and Roger discuss that experience and how accountants can improve it for the client using technology.  Consider the example Chris shares as he references what we are all familiar with when it comes to the banking industry. It’s time to consider ways to update your client interaction and retention.   About Our Guest: Chris Farrell is the CEO of Liscio, a software company that develops Client Experience software for accountants. Prior to Liscio, Chris served as the CFO of a NASDAQ-listed company and as an auditor for Arthur Andersen. He earned his MBA at UCLA his CPA license in California. Chris lives with his wife and son in San Francisco, California. 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 : “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Click HERE to learn more of Liscio and how it can help you leverage technology within your business In a spirit of sharing, Chris invites you to reach out and speak with him directly.  Each week he speaks with various owners of accounting businesses.  As such he’d be happy to listen and offer advice to help you in your business:  chris@liscio.me 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   ### The Accounting Profession Is Evolving with Charlie Price Overview: The Accounting Profession Is Evolving Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Charlie Price As we consider our role as accounting professionals and the relationships we have with our clients we need to consider which of our services meet two criteria: High Impact High Pricing / Margin Listen as Charlie Price and Roger discuss this and 3 important factors when marketing your services: Awareness Authority Conversational Be prepared to take some good notes and see what you can do to work ON your business to have the premier accounting firm in your area. About Our Guest: Charlie Price Charlie Price is a CPA and business consultant that works with accountants to implement high impact, high profit offers, and create simple marketing, pre-sales, and sales systems. Prior to becoming a consultant Charlie spent over 15 years in the accounting industry, including 10 in public accounting. He is the owner of the Marketing Success for Accountants and Bookkeepers Facebook community with over 1800 members 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 each of the two books 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 accountant's library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book From Charlie: Daily Action Guide: https://docs.google.com/document/d/1ygABGp_7KypxtM7pNMnxyYjuipa6_m7sX3EDegKaA8g/edit?usp=sharing Join the FB Accounting Group: facebook.com/groups/marketingaccountants   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   ### Building A Successful Virtual Accounting Business with Brandon Hall Overview: Building A Successful Virtual Accounting Business Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Brandon Hall, CPA Listen to this real and honest discussion that Brandon Hall and Roger have regarding starting a business.  It takes time and a commitment that in time pays off.  Passion for the work makes the difference. From culture to processes and expectations.  What are the true key performance metrics for the office and individuals within the organization?  He shares his, can you relate and do you want to also use them? About Our Guest: Brandon Hall Brandon is a Certified Public Accountant, national speaker, and is the Founder/CEO of The Real Estate CPA. Brandon works with real estate investors, syndicates, and private equity funds to optimize tax positions and streamline accounting and business functions. He believes that real estate investing is critical to building sustainable and generational wealth. Brandon worked at PricewaterhouseCoopers and Ernst & Young prior to launching his own CPA firm, Hall CPA PLLC (The Real Estate CPA). Through the knowledge gain by working with real estate investors, Brandon invests in multi-family properties personally and through his capital group, Naked Capital. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Hall CPA PLLC ("The Real Estate CPA") is a leader in tax and accounting advisory services in the real estate industry. The insights and quality services we deliver help our clients grow and efficiently operate real estate holdings. As a 100% remote CPA firm, we are able to source the best talent across the nation, work with clients across the globe, and continue to service clients regardless of world events.   Offers: The Staying Power Collective (new community for special service firms) Mini Mastermind Groups - stayingpowercollective.com Join our new community for firm owners looking to build remote accounting firms: https://forms.gle/uugf7MwtwPoz5Mn89 Get a FREE copy of each of the two books 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 accountant's library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book   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 ### Understand What Your Dream Accounting Firm Can Do for You with Tyler S. Clark Overview: Understand What Your Dream Accounting Firm Can Do For You Your Host: Roger Knecht, president of Universal Accounting Center Your Guest: Tyler S. Clark As you work to start and build your successful accounting business there is a turnkey process you can follow.  Listen as Roger and Tyler S. Clark discuss the ways you can systematize, you’re your processes to ensure your success and happiness. Tyler has a passion to share tips and tricks to market and effectively sell your accounting services.  It doesn’t just happen, so you need to be deliberate in the process because “nothing happens until you make a sale”. Enjoy this conversation and be ready to take some good notes.   About Our Guest: Tyler S. Clark Tyler S. Clark is the founder of Dream Firms. Prior to launching Dream Firms, Tyler built and successfully sold his own accounting firm adding six figures of new growth to it two years in a row from a complete startup. He is well versed in a variety of sales and marketing strategies both online and offline for accounting firms and has worked with accountants all over the United States for over a decade. Company Biography: https://www.dreamfirms.com/freetraining Dream Firms is the digital marketing & sales coaching solution for entrepreneurial accountants. They have one mission: Helping entrepreneurial accountants to achieve financial freedom in 10 years or less through the systematic growth of their accounting firms by attracting and winning the business of their dream clients. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: See what you can do to work on your business when you apply the 9 principles to make your business profitable with “in the BLACK”: https://www.universalaccounting.net/freedom-itb-e-book   Invitation to check out free training on the 5 shifts our clients made to systematically add six figures of new growth to their accounting firms with high-quality clients.  https://www.dreamfirms.com/freetraining Understand the various Pricing Strategies you can use as an accounting professional to get paid what you are worth. https://www.universalaccounting.net/billing-sign-up Enroll in this free course, the Turnkey Business Plan for accounting professionals to see what you can do to work on your business, find success, and get paid what you are worth: https://www.universalaccounting.net/turnkey-process-video-courserl5fka9m   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 ### A Recovering Accountant with Jeff Borschowa Overview: A Recovering Accountant With Jeff Borschowa Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Jeff Borschowa There is a lot more we can do as accounting professionals to help business owners.  The fundamental challenge we face is feeling like we need to be the smartest person in the room with all the answers, instead, we need to be the one with all the questions. How often do we ask, “it depends” to dive deeper into the situation and understand the situation better?  For example, beyond the opportunity, we need to also understand the risks. Consider bringing to the conversations with our clients a unique perspective as their trusted strategic advisor. Also, listen in as Jeff Borschowa and Roger discuss the value of mastermind groups.  The power of groupthink.   About Our Guest: Jeff Borschowa Jeff Borschowa is a business coach, author, educator, and curator of all things related to business efficiency and technology.  Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises.  Jeff has experience working with all sizes of businesses, from a sole proprietorship to international organizations.  Jeff’s career focuses on finding new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in businesses. Jeff’s journey has been unique in that he has met some very innovative mentors in his career. Jeff has been very fortunate to be in a position to learn from them, compare their ideas, and truly choose the best of the best.  Jeff would like nothing more than to free business owners from the stress created by high-volume commodity work, allowing them the freedom to pursue work that is rewarding personally and professionally. Jeff’s overall goal is to reduce the hours worked by business owners and increase overall profitability. In Jeff’s experience, almost every business owner can tell you how much their gross revenue is, but very few know their actual costs.  Jeff challenges you to learn more about your business so that you can bid on the right kinds of projects and earn what you are worth – your education should be your most valued possession. 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 each of the two books 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 accountant's 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 A free Master Class with Jeff.  We teach three key things: Why It Is Easier To 10X Than Double Your Business - The first key to massive growth is to understand why it’s easier to 10x than double your sales. And we will define “X” in the process. Our Ten Revenue Generating Super Strategies - You will learn how to permanently eliminate inconsistent cash flow, and create a new six or even seven-figure revenue streams on the spot with one of these ten strategies How To Free Up At Least Ten Hours A Week In Your Business - The third hour we share a simple, but powerful five-step process to free up at least ten hours each week for you, the leader. You will love the time it opens up (so you can implement the Super Strategies!!). 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 ### The Sweet Spot To Help Accountants Get More Clients And Generate More Profit with Donna Leyens Overview: The Sweet Spot To Help Accountants Get More Clients And Generate More Profit Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Donna Leyens, MBA, CPC When running a successful accounting business, it’s important to recognize there are two key roles, that of an accountant and an entrepreneur.  As an accountrepreneur it is important to find the time to work ON the business. Donna Leyens and Roger discuss the three things every accounting business owner needs to consider when building the company.  This is a great addition to the topic of building the premier accounting firm.  Consider each as you work on your business and see which is your next biggest challenge or opportunity. Get ready to take some notes and enjoy.   About Our Guest: Donna Leyens, MBA, CPC Donna knew from a young age that when she grew up, she wanted to do something that would allow her to reach her full potential and create her own destiny. This is why it was inevitable that she would become an entrepreneur. Before starting her first business, she was a Wall Street executive. In 2009 she completed coach certification training and melded her business and coaching skills to follow her true passion – giving entrepreneurs the tools to create their dream business and their dream life. Donna is currently the President and co-founder of Pumpkin Plan Your Biz. She is on a mission to save small businesses from extinction, by providing business tools, strategy, training, and support to business professionals who want to make a big impact by becoming small business growth strategists. This mighty team of strategists uses The Pumpkin Plan Action Guide, a business growth program she developed based on the methods in the book The Pumpkin Plan, written by her Co-founder Mike Michalowicz. Pumpkin Plan Strategists help small businesses not just stay afloat, but to scale and grow in both profitability and size while allowing the owner to take back control of their time and enjoy life as well. At the end of the day, Donna believes entrepreneurs make or break the economy. Her goal is to make sure they grow, thrive, and have the opportunity to create their own destiny. 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 each of the two books 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 accountant's 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 Experience accounting as you never have, both fun and interactive.  See what you can do to also introduce this to your clients to improve client relations and retention.  Enroll in Color Accounting When running a business, it’s important to have a clear understanding of your purpose, why are you in business?  Read Famous or Rich and see how you can relate to others as they’ve worked and grown their businesses. We have a free Pumpkin Plan Booster Pack which will help you determine your Sweet Spot and Unique Offering. You can get it by going to www.PumpkinPlanYourBiz.com.   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 ### From Beautician, To Bookkeeper And Now Business Advisor w/ Lisa Campbell Overview: From Beautician, To Bookkeeper And Now Business Advisor Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Lisa Campbell As a true entrepreneur, Lisa Campbell found her passion in business drew her to the numbers, the language of business, and then beyond.  Today she is an accomplished bookkeeper offering quality accounting services as well as consulting her clients in all things business, especially profit. Listen as Roger and Lisa discuss her journey to join the mission to eradicate entrepreneurial poverty and get paid for it.  Understand what she is doing to champion putting Profit First, especially with businesses in Canada. See what you can also do to add this service to your accounting business and get paid what you are worth.    About Our Guest: Lisa Campbell A Certified Professional Bookkeeper turned Profit Strategist (CPFP Master) after turning her practice into a business that allows her the ability to serve her high-end client's needs as a strategist rather than a bookkeeper. A guest speaker on countless podcasts, webinars, and live training events, Lisa is the CEO of Profit First Professionals Canada, The Marcam Group, and Accelerate 2 Advisor.  She is also the Head of Mentoring North America for The Successful Bookkeeper. Lisa is guiding entrepreneurs & bookkeepers to skyrocket their confidence, cash flow, and freedom with money, mindset & positioning tools that help her clients prosper exponentially. 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 Profit First by Mike Michalowicz The Accelerator Method Masterclass series https://www.accelerate2advisor.com/HOME 9-day free course for bookkeepers Creating effective systems within the business Announcement of the new Canadian Profit First Professional applicants: https://www.profitfirstprofessionals.ca/ Specific to the Canadian market – currently taking applications Become a certified Profit First Professional 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 ### Leveraging a Proven System with LinkedIn to Get New Accounting Clients with James Molfetas Overview: Leveraging a Proven System with LinkedIn to Get New Accounting Clients Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: James Molfetas As accounting professionals, we prefer proven turnkey process and systems so when it comes to marketing and sales, we strive to find a method we can rely on to grow the business with new clients confidently. Listen as James Molfetas and Roger share their thoughts and the journey each has take to find the process that works best to bring on new clients. James is fun and great to listen to so sit down and have a note pad handy to capture your thoughts to apply this in your business.   Meet Our Guest: James Molfetas James is a chartered accountant who left the accounting profession in 2011 to concentrate on Internet marketing, which is the process of selling goods and services online. In his 30-year financial career, he was a financial director in both private and listed companies as well as a partner in a small 3-partner audit practice. James in an international number one best-selling author of marketing books helping accountants to get more clients and sell more products and services by leveraging the internet. He has an international number one bestseller called “Accounting Clients on Tap” and just recently “Regular Clients from LinkedIn” also became a bestseller. James has been an entrepreneur all his life.  He started selling oranges he picked from a tree in his back garden to passers-by when he was 8 years old. He went on to establish a number of flea markets and craft markets where he helped thousands of traders make a living. He also established his own brand of 10-DVD rental stores which he sold before the industry collapsed. Today he coaches accountants how to get a minimum of 2 new clients every month by using his proprietary “Regular Accounting Client Blueprint”. He does regular webinars teaching his methods in South Africa, the UK, Canada and the United States. James is the CEO and Founder of the training and sales funnel implementation company, Regular Clients. He used to be a provincial chess player in his youth and loves performing magic tricks for and with his two kids. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Regular Clients Accountants, Auditors, Bookkeepers, Tax Practitioners and Financial Advisors... Get a Minimum of 2 New Clients Every Month. Forever!   Offers: Become a Profit & Growth Expert, see what you can do to address the most common challenge business owners face which is cash flow management with confidence offering quality advisory services to help you get paid what you are worth.  Learn how to compliment your quality accounting services as a business coach, apply proven marketing and sales strategies to get paid what you are worth. https://universalaccountingschool.com/profit-and-growth-expert-pge/ Get a FREE copy of each of the two books 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 accountant's 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 Take advantage of James’ offer and get your copy of his new book (https://www.regularclients.com/LinkedIn-Book-Review-download) to market your service using LINKEDIN. 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. ### Communicating with Your Clients Clearly and Effectively with Femke Hogema Overview: Communicating with Your Clients Clearly and Effectively Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Femke Hogema Of course, accounting is the language of business but does the client understand the numbers they are receiving from us as we provide the financial reports? Listen as Femke Hogema and Roger discuss the importance of language, vocabulary, and terms when working with business owners.  Accounting professionals are the business interpreters and have a role to help translate the financial reports and help business owners use this information to make more informed business decisions. Femke has written 3+ books with the passion to help and empower entrepreneurs to thrive and become profitable.  Consider for example her LSA process: Listen, Summarize, Ask Questions Enjoy this episode and be sure to take some good notes to help you build the premier accounting firm in your area. About Our Guest: Femke Hogema Femke Hogema owns the Profit First Professionals organization in the Netherlands. She is an author, speaker, and entrepreneur. She helps entrepreneurs to build a financially healthy and profitable company and she teaches accountants to become profit advisors so they can help their clients to achieve their goals. Her books became bestsellers in the Netherlands and as of March 31st her second book: The Profitadvisor, is available all over the world. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get your copy of the e-book, “Profit First”: https://www.universalaccounting.net/profit-first-free Also get your copy of “The Profit Advisor: The new role of accountants and bookkeepers” - The accounting industry is changing rapidly. Cloud software, Robotic accounting, Artificial Intelligence, and other developments are increasingly doing the work accountants and bookkeepers have been doing. If you, as a financial professional, want to stay relevant, you need to deliver value that goes beyond compliance work. You need to become a profit advisor. https://www.amazon.com/dp/B085N8BSQV?ref_=pe_3052080_276849420   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 ### Starting the Business on a Shoestring and Believing in Yourself with David Jenyns Overview: Starting the Business on a Shoestring and Believing in Yourself Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: David Jenyns Starting a business is full of risk but with a “can-do” attitude you make things happen.  Whether Lemons to Lemonade or obstacle to opportunity listen to David Jenyns as he shares his story and the insights he now must start and build a successful business. Pay attention to the “Had to” moment and consider how it applies to you and your situation. From self-funding the business, dress code to pricing strategies.  I am sure this is something you’ll relate to as you consider your same journey to build a profitable accounting business.   About Our Guest: David Jenyns David’s entrepreneurial journey begins back in his early 20’s when he sold Australia’s most loved sporting ground, the Melbourne Cricket Ground. Since then, his business experience spans from franchising retail clothing stores to founding one of Australia’s most trusted digital agencies, melbourneSEOservices.com. In 2016, he successfully systemized himself out of the business, hired a CEO, and stepped back from the daily operations. Through this process, he became a systems devotee – founding systemHUB & SYSTEMology. Today, his mission is to free all business owners worldwide from the daily operations of running their business. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. SystemHub and Systemology  www.SYSTEMology.com System hub is a cloud-based software platform that enables you to store your systems, processes, and checklists. While Systemology is a 7 steps process for systemizing your business. The SYSTEMology® process works independently of systemHUB - that is, you don't need systemHUB to deploy SYSTEMology®. systemHUB is simply a tool to support the process.   Offers: Virtual Bookkeeper's Roadmap - Learn how to deliver virtual bookkeeping services – monthly bookkeeping workflows using document management as well as proven strategies to maximize your productivity. Client onboarding workflows, best practices, checklist, flowcharts, scripts, & meeting agendas. Value Builder (Business Score) - Take 15 minutes to assess your business to identify its strengths and areas of improvement that you can work ON to increase the valuation of your company. Get a FREE copy of each of the two books 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 accountant's 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 Request your free introduction to this new book to help you in your business: www.SYSTEMology.com/book 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 ### Technology And How It Applies In Accounting with Clayton Oates     Overview: Technology And How It Applies In Accounting Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Clayton Oates Witnessing the evolution of accounting over the years has been very insightful.  Each change can be intimidating but, more empowering.  From paper to computer, software to the cloud, artificial intelligence (AI) to real-time and actionable information accounting remains relevant so what are we doing as an accounting profession to stay ahead of the curve? Listen as Clayton Oates and Roger Knecht discuss technology and it’s impact on accounting to the 6 areas of business the accounting needs to pay attention: Customer Relationship Management (CRM) Document Management Business Analytics Payroll & Human Resource (HR) Point of Sell / e-commerce Inventory Management     About Our Guest: Clayton Oates Clayton is committed to helping Small businesses, Accountants, Bookkeepers & Technology Companies to connect with each other (and the clients and customers they serve) to have a better life. Clayton will inspire you! This (Ex) Accountant is living proof of how you can dramatically transform your life by helping others. A passionate and engaging communicator who draws on more than 25 years of experience in the Accounting Technology Industry. During this time Clayton and his team at QA Business have educated more than 20,000 small business owners, operators, accountants, bookkeepers, and consultants in utilizing technology to buy back precious time from their businesses. Clayton now devotes his time and energy to helping educate other Advisors around the world on how they can be the Difference Maker for their clients. Clayton has a unique style of presenting and you are going to love what he has to share. (Clayton is also a recognized Top Thought Leader in Accounting Technology by CPA Practice Advisor) 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 each of the two books 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 accountant's 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   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 ### The Riches are in the Niches to Build a Multi-Seven Figure Accounting Business with Jody Grunden Overview: The Riches are in the Niches to Build a Multi-Seven Figure Accounting Business 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     About 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 advisors.  Get your 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 ### From One to Many, the M&A Approach to Growing an Accounting Business with Alan Long Overview: From One to Many, the M&A Approach to Growing an Accounting Business Your Host: Roger Knecht, president of Universal Accounting Center Our Guest:Alan Long, CPA, CITP, CGMA& Baldwin CPAs, PLLC, Managing Member At first, Alan Long 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 bedside manner or a confessional with a client he points out that this always will be a people business. About Our Guest: Alan Long 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 advisors.  Get your 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 ### Cost Segregation, a Unique Specialized Service for Accounting Firms with Robby Romero Overview: Cost Segregation, a Unique Specialized Service for Accounting Firms Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Robby Romero, MBA 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 to Robby Romero and Roger Knecht explore this and open your mind to the possibilities.   About 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 tools to companies that have acquired, renovated, constructed, or expanded the 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 the two books 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 accountant's 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, it's 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 ### 8 Ways To Re-Invent Yourself ### Best of Salt Lake City Award - Universal Accounting Center Receives 2020 Salt Lake City Award Program Honors the Achievement   SALT LAKE CITY June 15, 2020 -- Universal Accounting Center has been selected for 2020 Best of Salt Lake City Award in the Business Development Accounting Services category by the Salt Lake City Award Program.   Each year, the Salt Lake City Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small businesses through service to their customers and our community. These exceptional companies help make the Salt Lake City area a great place to live, work and play.   Various sources of information were gathered and analyzed to choose the winners in each category. The 2020 Salt Lake City Award Program focuses on quality, not quantity. Winners are determined based on the information gathered internally by the Salt Lake City Award Program and data provided by third parties.   About Salt Lake City Award Program   The Salt Lake City Award Program is an annual awards program honoring the achievements and accomplishments of local businesses throughout the Salt Lake City area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value.   The Salt Lake City Award Program was established to recognize the best of local businesses in our community. Our organization works exclusively with local business owners, trade groups, professional associations, and other business advertising and marketing groups. Our mission is to recognize the small business community's contributions to the U.S. economy.   SOURCE: Salt Lake City Award Program CONTACT: Salt Lake City Award Program Email: PublicRelations@2020city-top-selection.net URL: http://www.2020city-top-selection.net ### There’s a Personal Side to the Accounting Services We Offer with Martin Bissett Overview: There’s a Personal Side to the Accounting Services We Offer Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Martin Bissett Martin Bissett’s story is a perfect illustration of accounting gone wrong watching his parents struggle with the family business.  On this personal note, Martin is on a mission to empower accounting professionals to engage with their clients and make a difference.  Listen as Roger and Martin discuss both the “why’s” and “how’s” and see how it applies to you and what you do for your clients. About Our Guest: Martin Bissett Martin Bissett is the founder of the Bissett Group family of brands serving the accounting profession. Martin made his name by helping accounting firms via his Build the Pipeline™ and Longevity Ladder™ methodologies. Now the most published author on his topics, a teacher and global keynoter; in 2018 International Accounting Bulletin (IAB) designated Martin as their official ‘Knowledge Partner’ in recognition of how his work over the last 22 years in the accounting profession has evolved into advising partner boards of accounting firms. Martin Bissett is the founder of the Upward Spiral Partnership (USP), the international consulting firm that specializes in enabling the accounting profession to win higher-end clients, create leaders from their ranks, and save lives ... more on that last part later. His professional purpose is to alert the accounting profession to the profound outcomes that their advisory expertise can create in the lives of their clients. The Upward Spiral Partnership is the 4th business Martin has played a key role in building and the first of his own. In the first 5 years of USP, Martin has: The Upward Spiral Partnership Founder of Been engaged/retained by 4 of the World's Top 10 Accounting associations and 6 of the Top 10 in the UK. Authored 9 books including Passport to Partnership, content from which has been adopted into the curriculum of AAT Level 3 courses and taught in selected UK colleges and USCPA Societies. Been retained by Accountingweb as a judge of their prestigious practice excellence awards for three years in a row. Been highlighted as ‘one to watch’ in Accounting Today’s Top 100 Most Influential count down for 2 years running. Spoken on 4 continents. Created several trademarked items of intellectual property including the ACCOUNTS™ system and ‘Martin’s Relationship Pricing™’ Model. Written for several professional publications including AccountingToday, AccountingWeb, CPA Practice Advisor, and Chartered One. Sat on many international expert panels and guested on professional podcasts in the US, UK, and Australia. Sits on a parliamentary steering committee tasked with bringing advisory services to the foreign accounting profession. 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 each of the two books 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 accountant's 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 Addviser+ is the central gathering spot online where accounting professionals find courses, resources, community, and support for truly embracing client advisory services. We focus on growing your practice and making a far-reaching difference in the process. If you’d like a free 1-2-1 with Martin go here to schedule a time.    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 ### Marketing with Purpose, Working Broadly with Adrian Dayton Overview: Marketing with Purpose, Working Broadly Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Adrian Dayton We’ve all heard it before; the money is in the niches.  Target industry and specialize in the services you offer.  But what does that mean and how to start.  Adrian Dayton and Roger discuss how to lead with your expertise and strength and then expand on everything else you do. This episode is full of tips and tricks so get ready for some note-taking and action items.  This will help you move from concept and idea to strategy.  And yes, this includes what you are doing on social media. About Our Guest: Adrian Dayton Adrian Dayton is an internationally recognized speaker on social media and business development. He has trained over 19,000 professionals in the US, UK, Canada, and Australia on LinkedIn and successful social media use. At the end of 2013, Adrian launched ClearView Social, a SAAS software business. ClearView Social makes it easy to get professionals sharing to social media, and is currently in use by over 45,000 professionals in firms worldwide. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. ClearView Social makes it easy to get professionals sharing to social media, and is currently in use by over 45,000 professionals in firms worldwide   Offers: Get the Turnkey Business Plan for accounting professionals (Free Course) Get a FREE copy of each of the two books 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 Social Media for Lawyers (really for professionals) – email Adrian for copy, mention this podcast in the subject line of the email: adrian@clearviewsocial.com 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 ### The Evolution Of Accounting with Andy North Overview: The Evolution Of Accounting and How It Applies To The Services We Offer Today Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Andy North, with AccountingWeb In recent years accounting has evolved from rules, discipline, and structure related to producing quality financial reports to so much more.  Now the accounting professional needs to become more entrepreneurial, what we refer to as becoming an Accountrepreneur. Today accounting services need to also provide clear value and actionable information to the business owner to help them make more educated business decisions.  So, who is driving this evolution and change and how does it apply to each of us individually? Beyond seeing the numbers, understanding the trends, etc. the hard part is asking the business owner the right questions that lead to a discussion related to what they can and need to do next.  Listen as Andy North and Roger discuss how best to move into a consultative relationship and price your services. About Our Guest: Andy North Andy North has spent the last 19 years studying the world of accounting firms, having run AccountingWEB in the UK he moved to the US (Boston) with his family back in 2015 to take the reins of the US version of the site. In that time, he's had the pleasure of working with almost all of the various vendors in the accounting sector to help them realize and articulate their value propositions to their potential customers. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. AccountingWEB A digital publication designed exclusively for the owners and managers of small and medium-sized accounting firms (whether they be CPAs, bookkeepers, or EAs) in the US and Canada.  Their mission statement is 'To bring inspiration and confidence to the transitional firm'.   Offers: As firm owners approach that point where they're thinking about selling, perhaps to fund that yacht in the Caribbean, the question is often, "How much is my firm worth?" Get your Business Score As demand for cash flow forecasting grows within the SME sector, more and more accounting firms are opting to include it as a service to their clients.  Not only does it provide an invaluable service that helps keep clients afloat, it has significant benefits for the provider.  It's an additional and often untapped revenue stream but allows for deeper insights and a launchpad for further services. So, where do you start?  In short, you shouldn't begin to offer cash flow forecasting without reading this first. Actionable Cash Flow Forecast Report Get your free copy of the e-book, “Red to BLACK” the how-to guide for accounting professionals to help you address the most pressing issue many business owners face, their cash flow. Your Free “Red to BLACK” copy? Tax compliance to the advisory: How to transform your firm. Focusing on tax compliance can be a great strategy, but if your clients are looking for a more proactive service then you could be leaving revenue and valuable client relationships on the table.  But when introducing tax advisory services, it's important to get the business model right. Packaging the service in the right way, pricing, and presentation are all key elements. Get a copy of this 4 Step Guide 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 8012653777 ### Moving Beyond The Work To Become Relevant To Our Clients with David Cristello Overview: Moving Beyond The Work To Become Relevant To Our Clients Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: David Cristello Of course, there is a joy and sense of accomplishment when in accounting everything balances and we are able to close out a month or perhaps even a year of books.  But there is something more that we need to do with our clients and the tasks within the accounting process may be holding us back as a profession.  Roger and David Cristello discuss both the why’s and how’s to become more efficient, therefore more profitable, so we can spend more time providing additional value to our clients to help them run their business.  Listen in to this great conversation and be prepared to take some notes. About Our Guest: David Cristello David is CEO and Founder of Jetpack Workflow.  He has a motto: Driven to solve painful problems with smart, passionate, and empathetic people Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Jetpack Workflow - Simple Client & Workflow Management.  Join 16,382+ Accountants who started using Jetpack to help Never Misplace Client Work: Never again recreate or lose sight of client work Gain Full Visibility: Track the progress of your team, run reports within seconds, and never lose sight of deadlines Grow Without Worry: We've tracked over 5,000,000 tasks in 16+ countries (ranging from small accounting firms to the Top 10) Offers: Get a FREE copy of each of the two books 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 accountant's 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 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 ### Building Systems and Processes Within Your Accounting Business with Michael Palmer Overview: Building Systems and Processes Within Your Accounting BusinessGetting out of the fog associated with running an accounting business is easier said than done.  There is value in having a business coach help you work ON your accounting business.  Bookkeeping is an essential part of a successful business so let’s get excited within the profession to make a difference in business.Having clients is the first step to having a successful business, doing the work efficiently and effectively is the key to then being profitable.  Hear what elements Michael and Roger share to help you run your business right.Your Host: Roger Knecht, president of Universal Accounting CenterOur Guest: Michael Palmer, CEO of Pure BookkeepingAbout Our Guest: Michael PalmerMichael Palmer is also the host of The Successful Bookkeeper podcast and an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted. Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers:Run your business effectively and profitably, get your free copy of:“in the BLACK, nine principles to make your business profitable” – e-bookThe Seven Secrets Value Pack for BookkeepersListen in as Roger and Michael continue this discussion together on The Successful Bookkeeper PodcastHow to Increase the Value of Your Bookkeeping Business – Episode 88How To Make Your Bookkeeping Business More Profitable) – Episode 100Learn more about Pure BookkeepingRemember 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.comor call us at 801.265.3777 ### Putting Profit First and Eradicate Entrepreneurial Poverty with Ron Saharyan Overview: Putting Profit First and Eradicate Entrepreneurial Poverty As accounting services become more automated and commoditized there are things accounting firms can do to remain relevant and take care of their clients.  Listen to Roger Knecht, president of Universal Accounting Center, and Ron Saharyan, Co-Founder of Profit First Professionals as they consider the challenge accounting professionals face today.  Consider the solutions offered and see what you can do to offer more value to your customers as a trusted strategic advisor helping them make profit a priority.Why Should Accountants Offer This Service?Why they are in the best position to do this with their clientsWhy become more consultative in your services to offer more value to your clientsHow to stand out from other accounting firmsSee how you can offer a Cash Flow Management System (pay yourself first methodology) that is unique.Sponsors:Universal Accounting CenterHelping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.Profit FirstHelping eradicate entrepreneurial poverty – giving accounting professionals the process to make a profit intentionally and deliberately.Offers:Get a FREE copy of the e-book “Red to Black”, the how-to guide for accounting professionals to help business owners with the most pressing problem many faces, cash flow.Get a FREE copy of the e-book “Profit First” to help your clients make profit a priority and help eradicate entrepreneurial poverty.As supplies last, get your copy of the book “Profit First”, email Ron directly at rons@profitfirstprofessionals.com (Be sure to listen to the podcast for details)Become a certified Profit First Professional, PFPRemember 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.comor call us at 8012653777 ### Accounting, It Needs to be a Universal Skill with Peter Frampton Overview: Accounting, It Needs to be a Universal Skill like Reading and Arithmetic Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Peter Frampton We’ve heard the phrase that it’s a small world or a global economy, well for Peter Frampton this is more than just a phrase, it’s an opportunity to help everyone understand and appreciate the accounting model and he is ready to make it happen.  Not only is he a world traveler but he has also created an accounting course that is fun and interactive which is used in schools around the world as well as fortune 500 companies to train management. Listen as Peter and Roger discuss the evolution of this process and how it applies to the accounting profession.  Also, see what you can do to apply these skills to better work with your clients to help them use the information they receive from you to make better business decisions.   About Our Guest: Peter Frampton Peter Frampton chairs the board of Color Accounting International. He is passionate about supporting people to improve their accounting literacy - which is the foundation of the Accounting, Finance & Business trinity. The privately-owned company and social enterprise is the publisher of a breakthrough learning technology that makes understanding accounting easy. At the heart of the technology is a diagram called the BaSIS Framework™. The graphic shows finance and accounting on a single page. The Framework does for accounting what the Macintosh did for computers: it makes the subject intuitive and easy for anyone to understand and use. Peter is the co-author of two published Color Accounting books. He is on the adjunct faculty of American University in Washington DC, where he teaches in the School of International Service. Peter and Color Accounting have worked with names you’ll likely recognize, such as Morgan Stanley, Goldman Sachs, Westinghouse, Caterpillar, SHRM, ASTD, Harvard Business School, Wharton, Georgetown University, Maryland Association of CPAs, the SEC, dozens of the top-100 US and British law firms, and with numerous entrepreneurs and incubators, as well as hundreds of accounting teachers and professors in high schools and universities. Color Accounting International works with Partners to deliver training in over 40 countries. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Color Accounting International What they do: Finance and business acumen workshops for non-financial people using a breakthrough graphical system. The Mission: People are empowered to make wise decisions, collaborate effectively, and amplify value – a financially conscious world. Color Accounting International is a publishing company, a licensing company, and an education provider.  They've developed and distributed the Color Accounting® learning system. They work with a network of accredited Partners and different languages around the world. They are a social enterprise, with a dual social-impact and commercial motive.  They advocate accounting as a fundamental form of literacy, like Reading, Writing, and Arithmetic. Accounting literacy has the power to improve lives, corporations, not-for-profit organizations, and governments. The Color Accounting Network includes: Sales Partners, who provide educational workshops for their corporate clients Corporate Educators, who are accredited by us to facilitate events run for corporate clients Academic Educators, who teach accounting in educational environments such as schools and universities. Offers: Get a FREE copy of each of the two books 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 accountant's 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 Enroll in Color Accounting – experience the accounting module in a new interactive way.  Learn how accounting works in business and how to easily discuss it in layman’s terms, avoiding the confusion common with debits and credits. Accounting Comes Alive - “Accounting Comes Alive has the advantage of showing how accounting works visually. As such, I believe that it is of value to anyone who is interested in understanding accounting, from high school students to undergrads to MBAs to business executives." – Professor Paul Healy, Harvard Business School Get your BaSIS poster - BaSIS? It's an acronym for Balance Sheet and Income Statement. In a nutshell, it provides a top-down single-page graphical view of accounting. Its unique layout has the debit and credit accounts grouped by 'sides' and then color-coded. Once the students learn how the framework works, it becomes a powerful tool for 'portability - the ability for the teacher, or the student, to simply point at the model to emphasize a question or make a point, for example: "Is it here (pointing to assets) or here (pointing to expenses)?" You can also use it to teach debits and credits, for T-accounts, underpin financial analysis (see the ratios), teach how the general ledger and general journal entries work, provide accounting literacy, and much more. It's also been called: A teaching and communication tool. A visualizer for accounting. Accounting on a page. Top-down view of a General Ledger. 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 ### Getting to The Heart Of The Matter with Seth David Overview: Getting to The Heart Of The Matter Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Seth David Listen as Seth David expounds on his amazing career within the accounting profession and hear Seth and Roger discuss how to run your business “more efficiently, effectively, and with greater accuracy." Seth's passion is apparent as he discusses business and how to work with clients.  See what you can do to tap into your own passion in business and especially use it to help others, especially your clients.   Meet Our Guest: Seth David Seth David is a virtual CFO with the power (and the tools needed) to teach you and/or help you to maximize your profits and productivity. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Nerd Enterprises Offers: Get a copy of our free books. These are must-have additions to every accountant's library to provide the value clients look for today: in the BLACK, nine principles to make your business profitable Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds   Accounting Success IS Universal. 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 ### Are You Living Your Legacy Today? With Mitchell Levy Overview: Are You Living Your Legacy Today? Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Mitchell Levy In the hustle of day-to-day activities, it’s important to pause, become present, and live with intent.  Listen as Roger and Mitchell Levy discuss ways to create and live our own personal legacies today with purpose and intent.  As we get old life can appear to be passing us by but here is the opportunity we each need to reassess and prioritize what we are doing. About Our Guest: Mitchell Levy Global Credibility Expert Mitchell Levy (pronounced Lee Vee) is a TEDx speaker and international bestselling author of over 60 books.  As The AHA Guy at AHAthat (https://AHAthat.com), he helps to extract the genius from your head in a two hour interview so that his team can ghostwrite your book, publish it, distribute it, and make you an Amazon bestselling author in four months. He is an accomplished Entrepreneur who has created twenty businesses in Silicon Valley including four publishing companies that have published over 850 books. He's provided strategic consulting to over one hundred companies and has been chairman of the board of a NASDAQ-listed company. Mitchell has been happily married for thirty years and regularly spends four weeks in Europe with family and friends. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. MitchellLevy360   Offers: See my interview with Mitchell here as it relate to building the premier accounting firm Get a FREE copy of each of the two books 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 accountant's 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 BEing Seen & BEing Heard as a Thought Leader! | Listen to Mitchell Levy’s Ted Talk In today's connected society, how "should" we present ourselves to those that "should" be listening? Who we were and how we interacted in the agriculture and industry ages was so much different than it is today and will be in the truly interconnected social age. What should we expect? What do we need to do to prepare ourselves? The AHA Guy Mitchell Levy will tie together the concepts of BEing yourself, active listening, defining "your" success, and growing the "right" audience. Expect a handful of AHAs when watching and listening to his talk. 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 ### From Accounting Professional to Business Coach & Advisor with John Warrillow ? Overview: From Accounting Professional to Business Coach & Advisor Perhaps you’ve done accounting for years and see areas within a client's business that they could improve but don’t know how to properly advise them. Maybe you’ve even heard you need to offer more value-added services beyond traditional accounting. But how? John shares his experience of owning and selling businesses in order to help you understand the 8 things that determine the value of a business. He will teach you how, as accounting professionals, you can confidently and competently offer high-value services and get paid what you are worth as a certified Value Builder™ provider. As the owner of an accounting business, it’s time you pause and consider the same questions we ask our clients. When was the last time you worked on your business? This is your opportunity to assess your company while also seeing what you, in turn, could offer your clients as their accountant, their business coach, their certified Value Builder™ provider. It’s time to proactively engage with our accounting clients and help them build their businesses and effectively increase what they are worth. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: John Warrillow   Meet Our Guest:  John Warrillow   John Warrillow has been helping business advisors understand and market to the Small-Medium Business (SMB) segment for more than two decades. As the founder of The Value Builder System™, his mission has been to level the playing field for business owners as they approach their exit – while helping business advisors start more strategic, meaningful conversations with them. John’s best-selling book, Built to Sell: Creating a Business That Can Thrive Without You, was recognized by both Fortune and Inc. Magazine as one of the best business books of 2011 and has been translated into four languages. In 2015, John wrote another best-selling book: The Automatic Customer: Creating A Subscription Business In Any Industry. John has keynoted Fortune Magazine’s Growth Summit, Entrepreneur’s Organization New York City and Toronto Chapters, and the Inc. 5000 conference. John is also the host of Built to Sell Radio, ranked by Forbes Magazine as one of the world’s 10 best podcasts for business owners. He has been recognized by B2B Marketing as one of the top 10 business-to-business marketers in the United States. Prior to founding The Value Builder System™, John started and exited four companies, including a quantitative market research business that was acquired by The Corporate Executive Board (NYSE: CEB) in 2008. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. The Value Builder System™ Value Builder™ is a statistically proven methodology that helps increase the value of businesses. Advisors leverage the system to help business owners prepare for an eventual exit and ensure they experience a lucrative exit. Offers: Get your Free Business Score and see how your business ranks in the 8 drivers that determine the value of your business (15-minute questionnaire) Which are you, why are you in business, is it to make a difference and become Famous or Rich? Get a FREE copy of this short book to answer the question and help you better relate to each of your clients. Would you like to know if you are ready to sell your business in order to retire or just move on to your next chapter in life? This is PreScore, the quick assessment and report to help business owners understand life after selling the business. Get your free report and see what you learn about this phase of life. Accounting Success IS Universal. 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 ### From Idea to Implementation, Profit & Freedom as a Successful Entrepreneur with Mike Michalowicz Overview: From Idea to Implementation, Profit & Freedom as a Successful Entrepreneur   Often, the path to starting and building a business is filled with unforeseen challenges and poverty. However, by applying the principles that Mike shares we can avoid common pitfalls and build a successful business with confidence.   Listen to Mike and Roger as they discuss the evolution of an accounting firm from concept to realization. Take some time and see what you can do to work on your business.   Your Host and Guest: Roger Knecht, president of Universal Accounting Center   Our Guest: Mike Michalowicz   About Our Guest: Mike Michalowicz   Mike mi-KAL-o-wits is the author of Profit First, Clockwork, Surge, The Pumpkin Plan, and his newest release Fix This Next. By his 35th birthday, Mike had founded and sold two companies - one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar venture, Profit First Professionals.   Mike is a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Over the years, Mike has traveled the globe speaking with thousands of entrepreneurs and is here today to share the best of what he has learned.   To learn more about Mike and get access to a treasure trove of entrepreneurial tips, go HERE!   Related Website/Social Media URLs:   http://www.mikemichalowicz.com/ https://www.facebook.com/MikeMichalowiczFanPage/ https://twitter.com/MikeMichalowicz https://www.instagram.com/mikemichalowicz/ https://mikemichalowicz.com/bio/ LinkedIn: Mike Michalowicz   Sponsors:   Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Mike Michalowicz Mike is the entrepreneur behind three multimillion-dollar companies and is the author of The Toilet Paper Entrepreneur, The Pumpkin Plan, Surge, Profit First, Clockwork, and his newest book, Fix This Next. Mike is a former small business columnist for The Wall Street Journal and regularly travels the globe as an entrepreneurial advocate.   Offers:   Get a free copy of one of Mike’s book most popular books, Profit First, and read what you can do to make profit more deliberate in your business Offer your clients quality accounting services as their trusted strategic advisors. Become a certified Profit First Professional (PFP) to get paid what you are worth.  Join the wave to eradicate entrepreneurial poverty. Related to the discussion it’s also important that we focus on the 9 key elements to having a profitable business to apply them in our own company and share them with our clients.  Get your copy of the e-book, In the BLACK, nine principles to make your business profitable.   Accounting Success IS Universal. 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 ### M.A.P. – Working Efficiently and Profitably to Build the Premier Accounting Firm with Roger Knecht   Overview: Working Efficiently and Profitably to Build the Premier Accounting Firm   There are 3 essential areas within the back office of an accounting business that will determine your success. These areas are:   The process used to onboard new clients, the systems used to manage the workflow, Your client relations.   Listen to this episode to improve your workflow and learn how best to run your accounting business. Doing so will ensure your profitability and help you build the premier accounting business in your area.   Your Host and Guest: Roger Knecht, president of Universal Accounting Center   Roger Knecht is the President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school, they’ve trained and certified thousands of individuals in accounting, bookkeeping, tax, and consultative skills to help them get paid what they are worth.   Roger is a strategic business development leader helping business owners establish short & long-term goals, He enjoys working with business owners to increase the financial value of the company using proven strategies, processes, and procedures to:   Engage & Manifest Understand Accounting Increase Sales Improve Profit Build the Value of the Business   Business Coach   Professional Speaker & Trainer   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Understand the Universal Business Model and M.A.P. your business using our free e-book In the BLACK, nine principles to make your business profitable.   Get our Turnkey Business Plan for accounting professionals.   Accounting Success IS Universal. 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 ### M.A.P. – Offering Quality Accounting Services to Build the Premier Accounting Firm with Roger Knecht   In recent years, the accounting profession has evolved. While it is necessary to provide clients with accurate financial reports, that is only the beginning. Business owners today need more information and insights from us to effectively run their business. It’s time to rise to the occasion and offer premier accounting services.   Accounting is the language of business, and it is essential that accounting understand how this fact impacts your relationship with your client. In this episode, you will learn how you can confidently offer more qualified services to get paid what you are worth as a certified accounting professional.   Your Host and Guest: Roger Knecht, president of Universal Accounting Center   Roger Knecht is the President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school, they’ve trained and certified thousands of individuals in accounting, bookkeeping, tax, and consultative skills to help them get paid what they are worth.   Roger is a strategic business development leader helping business owners establish short & long-term goals, He enjoys working with business owners to increase the financial value of the company using proven strategies, processes, and procedures to:   Engage & Manifest Understand Accounting Increase Sales Improve Profit Build the Value of the Business   Business Coach   Professional Speaker & Trainer   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Understand the Universal Business Model and M.A.P. your business using our free e-book In the BLACK, nine principles to make your business profitable.   Get your FREE copy of the e-book Red to BLACK in 30 days - A small business accountant’s guide to QUICK turnarounds. Get our Turnkey Business Plan for accounting professionals.   Accounting Success IS Universal. 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   ### M.A.P. – Marketing To Build the Premier Accounting Firm with Roger Knecht   Overview: Marketing To Build the Premier Accounting Firm   Nothing happens until you make a sale.  Regardless of your skills, without paying clients nothing happens in your business.   In this episode, you will learn the process of finding potential clients and what can be done to get them to do business with you.  Part of this process involves business owners seeing you as an expert who can help them run their business more profitably. With our proven system, you can be confident in your ability to build your business with your ideal clients.   Your Host and Guest: Roger Knecht, president of Universal Accounting Center   Roger Knecht is the President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school, they’ve trained and certified thousands of individuals in accounting, bookkeeping, tax, and consultative skills to help them get paid what they are worth.   Roger is a strategic business development leader helping business owners establish short & long-term goals, He enjoys working with business owners to increase the financial value of the company using proven strategies, processes, and procedures to:   Engage & Manifest Understand Accounting Increase Sales Improve Profit Build the Value of the Business   Business Coach   Professional Speaker & Trainer     Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get certified as a skilled accounting professional with an emphasis in small business accounting services. Get our free Turnkey Business Plan to build the premier accounting firm. The principles discussed today are covered in the book In the BLACK, nine principles to make your business profitable.  Get your free copy today.   Accounting Success IS Universal. 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 ### Applying the Principles of M.A.P. To Build the Premier Accounting Firm with Roger Knecht   Overview: Applying the Principles of M.A.P. To Build the Premier Accounting Firm   With all the proverbial hats that we wear when running a business what can be done to best categorize, prioritize, and delegate? We’ll start with 3 key questions:   Do you need more clients? Would you like to do more for your clients and increase the average revenue per client? Are you working too hard? Is there an easier, more efficient, and profitable way to run your business?   Universal Accounting and I have a Turnkey Business Plan to share with accounting professionals to help overcome these challenges. It's possible to live a balanced life, but time management is an essential skill to master in order to do so. Listen as I share what I do to manage my life.   We have a lot to discuss, so get a pen ready to take some notes and let’s work on your business.   Your Host and Guest: Roger Knecht, president of Universal Accounting Center   Roger Knecht is the President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school, they’ve trained and certified thousands of individuals in accounting, bookkeeping, tax, and consultative skills to help them get paid what they are worth.   Roger is a strategic business development leader helping business owners establish short & long-term goals, He enjoys working with business owners to increase the financial value of the company using proven strategies, processes, and procedures to:   Engage & Manifest Understand Accounting Increase Sales Improve Profit Build the Value of the Business   Business Coach   Professional Speaker & Trainer   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Understand the Universal Business Model and M.A.P. your business when you download this free copy of  In the BLACK, nine principles to make your business profitable.  Get the Turnkey Business Plan for accounting professionals.   Accounting Success IS Universal. 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 ### I’ve Struggled Like You So Let Me Share My Journey with Veronica Wasek   Overview: I’ve Struggled Like You So Let Me Share My Journey   As an accounting community, we each face similar challenges as professionals starting and building and our business. Listen to Veronica, a highly successful CPA,  as she shares her story and offers advice.  Listen as we discuss the back office realities of the accounting business and how the Virtual Bookkeeper’s Roadmap was designed to help fast track your success.   Your Host: Roger Knecht, president of Universal Accounting Center   Our Guest: Veronica Wasek, CPA and CEO/Founder of VM Wasek   About Our Guest: Veronica Wasek   Veronica is also a Top 10 ProAdvisor - 2018, Member of Intuit’s Trainer Writer Network, Top Accounting Influencer, CPA, Certified Advanced QBO, and QBD ProAdvisor. Veronica is busy working with clients, running her business, and now giving back to the accounting community on a variety of platforms:   5 Minute Bookkeeping blog / YouTube channel 5 Minute Bookkeeping Academy for virtual bookkeepers and accountants 5 Minute Bookkeeping with QuickBooks Online FB Group 5 Minute Bookkeeping.com FB Group   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   The Virtual Bookkeeper The workflow of every accounting firm (from sole-preneur to multi-staffed firm) should use to establish proven standards of operating procedures. This is the turnkey practice management process to ensure efficiency and profitability.   Offers: As discussed in the podcast we have some special offers that you’ll want to take advantage of now.   First, consider becoming a certified Profit & Growth Expert to help your clients with the most common issue facing small business — cash flow management. Learn to market, sell, and offer this service with confidence and competence to get paid what you're worth. Secondly, run your business efficiently applying the proven workflows found in the Virtual Bookkeeper’s Roadmap and benefit from the technologies available today to help you and your clients stay on the cutting edge of what really works. Doing so you’ll have the timely information to make intelligent business decisions using the information you produce. Thirdly, get your free copy of the book In the BLACK, nine principles to make your business profitable. This classic book has the timeless information you need to have the premier accounting business is your area.   Accounting Success IS Universal. 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 ### A Revolutionary Approach to Learning the Accounting Model with Mark Robilliard Overview: A Revolutionary Approach to Learning the Accounting Model Whether you are a degreed accountant or business owner, we would all benefit from stopping for a moment to consider the big picture of our business as it appears in the accounting model. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Mark Robilliard, FCA Meet Our Guest: Mark Robilliard Mark Robilliard is Director of Education & Operations and Co-founder of Color Accounting International, an education and publishing firm headquartered in Washington DC. Listen as Mark shares his storying of stumbling into the accounting profession, graduating with his degree, yet still struggling to understand the big picture until it suddenly clicked through Color Accounting. Color Accounting. is a unique yet simple way to learn and explain the accounting experience. For accounting professionals, it’s a refreshing perspective on something they do daily. More importantly, for the non-accountant, it’s a fun interactive experience to understand the applications of transactions within a business. Hear how Color Accounting came about and how it applies to you and the relationship you have with your business clients. Let Color Accounting help you communicate the accounting information to your clients in a way they can then use the reports you provide it to make more informed business decisions. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Color Accounting International A publishing company, a licensing company, and an education provider.  They are responsible for the development and distribution of the Color Accounting® learning system. They work with a network of accredited Partners and different languages around the world. They are a social enterprise, with a dual social-impact and commercial motive.  They advocate accounting as a fundamental form of literacy, like reading, writing, and arithmetic. Accounting literacy has the power to improve lives, corporations, not-for-profit organizations, and governments. Offers: Enroll today in Color Accounting take the course for yourself, and introduce your clients to it. See how this can improve your working relationship, client communication, and then generate referrals for you. Get the books mentioned in this episode: “Color Accounting” and “Color Comes Alive” Accounting Success IS Universal. 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 ### Life Has Its Surprises – Going from Single Mother to Successful CPA with Brittany Brown Overview: Life Has Its Surprises – Going from Single Mother to Successful CPA with Brittany Brown Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Brittany Brown, CPA - Founder and CEO of LedgerGurus There’s a phrase "when life gives you lemons make lemonade" and Brittany Brown did just that. Listen as she shares her story and in time excels in the accounting profession to the point of starting and building a successful accounting business. As you hear Brittany's story, pay attention to the enthusiasm and positive tone in her voice. Go from surviving to thriving. About Our Guest: Brittany Brown Brittany Brown is a CPA and QuickBooks Pro Advisor certified in QuickBooks Online Advanced. She is the driving force behind her firm’s rapid growth and innovation, growing from 2 to over 40 employees in 4 years and establishing LedgerGurus as an industry leader in the eCommerce space. Her entire workforce is home-based, operating entirely within the cloud, built on the QuickBooks Online ecosystem. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get the confidence and competence to find and retain your ideal clients as a Profit & Growth Expert helping clients with the most common challenge that small business owners face, cash flow. Become a Profit & Growth Expert now! Accounting Success IS Universal. 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 ### Becoming a Profit & Growth Expert with Allen Bostrom, CPA Overview: Becoming a Profit & Growth Expert Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Allen Bostrom, CPA Are you just a librarian or historian for your clients? See what you can do to become passionate again about the work you are doing and get paid what you are worth. Taking an active interest in the client’s business and their goals will help you see beyond the numbers.  You’ll be able to advise and help them make more informed business decisions. As such, you will be their Profit & Growth Expert.   About Our Guest: Allen Bostrom As a young man, Allen Bostrom was mentored by his father Alf L. V. Bostrom in a small business. When he asked Alf what was the best path toward being successful in business, Alf explained it began with hard work and encouraged Allen to get a degree in Accounting. Since then, Allen has often claimed that that was great advice. During college, Mr. Bostrom worked in an accounting firm and learned the daily practices for accounting (which the college ignored). Upon graduation, he worked at Exxon Company USA, one of the largest corporations in the world. For a dozen years, Allen worked in various departments in various roles, usually focusing on budgeting, forecasting, and profit performance. In the late 80's Allen Bostrom began yearning for the vitality of small businesses, so on his own time, he began consulting with small business owners, aiding them in improving their business profits. Recognizing his entrepreneurial DNA, he soon left Exxon and began working exclusively with small business clients. In 1992, Allen Bostrom was recruited by Universal Accounting Center to be the President/CEO, enabling him to expand his interest in helping accountants become better business consultants and stronger support for their employers and small business clients. Since that time, he has trained tens of thousands of accountants, bookkeepers, and tax preparers in practice and client management techniques and strategies. In 2014, Allen turned over the day-to-day operations to Roger Knecht, naming him as the President, but retaining the CEO duties. In recent years, Universal has become the leader in accounting training, coaching, and professional marketing. 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 each of Allen’s books: In the BLACK, nine principles to make your business profitable Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds Accounting Success IS Universal. 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 ### UAC Podcast - Offering Quality Accounting Services M.A.P. – Offering Quality Accounting Services to Build the Premier Accounting Firm with Roger Knecht The accounting profession has evolved, but have you?  Providing clients accurate financial reports is necessary but it is only the beginning.  Business owners today need more information and insights from us to more effectively run their businesses. Consider the phrase, “accounting is the language of business”.  What does it mean, how does that define your relationship with the client? Learn how you can offer more qualified services confidently to get paid what you are worth as a certified accounting professional.  It’s time to rise to the occasion and offer premier accounting services in your area. Your Host & Guest: Roger Knecht, president of Universal Accounting Center Roger Knecht is President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school, they’ve trained and certified individuals in accounting, bookkeeping, tax, and consultative skills to help them get paid what they are worth. Helping accounting professionals have the premier accounting firm in their area offering quality value-added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans, and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes, and procedures to: * Engage & Manifest – Becoming the leader the business needs * Understand Accounting - Timely information to intelligently run the business * Increase Sales - Follow a proven sales process * Improve Profit - Nine Principles for Profitability putting Profit First * Build the Value of the Business - 8 Key Drivers in Business Business Coach http://universalaccounting.com/build-your-business/ Professional Speaker & Trainer http://universalaccounting.com/speaking-engagements/ Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers. http://universalaccountingschool.com/get-certified/ Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.  Offers: Understand the Universal Business Model and M.A.P. your business using the book “in the BLACK, nine principles to make your business profitable”.  Get your FREE copy today! As a special offer related to this episode get your FREE copy of the e-book “Red to BLACK in 30 days - A small business accountant’s guide to QUICK turnarounds.”  This turnkey guide addresses the most common frustration in business which is cash flow in a unique way allowing you to confidently help your clients. Get the Turnkey Business Plan for accounting professionals, Go HERE! Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801-265-3777 ### Introduction to Building the Premier Accounting Firm   Overview: Introduction to Building the Premier Accounting Firm   Welcome to Building the Premier Accounting Firm! a new podcast dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Subscribe now for new episodes and updates coming soon! ### Pricing Accounting Services Effectively with Mark Wickersham   Overview: Pricing Accounting Services Effectively   Listen in as Mark and Roger discuss the challenges many express as they consider pricing their accounting services and how best to avoid them.  Consider a simple yet straightforward approach to getting paid what you are worth pricing your services with confidence.  There is a method to the madness.  Listen in and see what you can learn and then apply it in your business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Mark Wickersham   About Our Guest: Mark Wickersham   Mark Wickersham–Chartered Accountant, public speaker and author–is known as the most sought-after profit improvement expert in the accounting community. Mark is also a widely published author on practice issues. His first book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. Mark was shortlisted in the AccountingWeb “Outstanding Contribution to Accounting” award.   Sponsors Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Pricing Accounting Services course (FREE) for listening in on this episode, enjoy. Get a FREE copy of each of the two books 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 accountant's 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   FREE SOFTWARE In November 2019 I created software for calculating a fixed price for bookkeeping services.  The prices produced by the software are based upon the biggest ever research study of how the accounting profession prices bookkeeping services.  You can access a completely free (for life) version here: effectivepricing.co.uk   FREE eBOOK In his eBook, he shares with you 5 key fundamentals for pricing bookkeeping services. If you’d like a completely free copy of my eBook, “How to price bookkeeping” you can grab a copy here: https://www.wickersham.co.uk/how-to-price-bookkeeping   FREE LIVE TRAINING WITH ME EVERY MONTH Is this the year you want to take your income to another level?  Join me every month on a 60-minute online training session and I’ll share with you powerful pricing strategies.  Click here to find out more and to get on the VIP list… https://www.wickersham.co.uk/p/free-mentoring   FREE SUPPORT GROUP Have you visited my Facebook group?  It’s dedicated to helping accounting professionals master value pricing.  To request access to it, click here… https://www.facebook.com/groups/valuepricingwithmarkwickersham/   And please browse Mark’s website at http://www.wickersham.co.uk to find out more information   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 ### Be The Doer And The Dealmaker [vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]Where do you sit on the doer vs. dealmaker continuum? On one hand, you have business owners who are really good operators. They have a plan, know their numbers, and work that plan. They look for small improvements every day and hesitate to entertain new strategies because they know what works. On the other end of the spectrum, you have the dealmakers. They quickly bore of the doing and are constantly on the prowl for the next big idea. They are always on the lookout for a business they can buy, a new concept they can negotiate the rights for, or a partnership they can forge. Some of the most successful entrepreneurs can be equally good at being both doers and dealmakers, and most business owners have a little bit of both personalities, with a tendency to tilt in one direction or the other. However, problems occur when you lean too far in one direction.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_single_image image="16121" img_size="large" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_single_image image="16122" qode_css_animation=""][vc_column_text] Would you like to increase the value of your business by up to 71%? [/vc_column_text][action full_width="yes" content_in_grid="yes" type="normal" text_font_weight="" show_button="yes" button_link="http://universalaccounting.com/build-your-business/your-business-score/"]Get Your Business Score[/action][/vc_column][vc_column width="1/2"][vc_column_text]Let’s take for example, U.K.-based Jonathan Jay, a twenty-year veteran of the start-up world. Jay got his start publishing magazines, but quickly wanted out, and he sold his publishing company by the age of 27. He then started a coach-training business that competed with one other provider. His competitor ran into trouble and Jay decided to buy his business after less than a week of diligence. Jay then sold the combined entity for a seven-figure payday. Bored after a week or two of retirement, Jay started a digital marketing company. He found client acquisition a challenge, so he partnered with a marketing guru who had a pre-existing following of customers. Jay gave his new partner 50% of his company in exchange for access to the marketing guru’s list, but he skimped on writing the partnership agreement because he was resentful of the legal bills he was paying to defend an unrelated claim. Soon after merging, the partners fell out and Jay had to wrestle his shares back without the help of a formal partnership agreement. Unbowed by partnerships, he then found another distressed marketing agency to buy, which he did by assuming its debt and putting virtually nothing down. He put the business into bankruptcy after carving out the one piece that had value and merging it with his marketing company. Within a year of buying the business, he sold the combined entity for another seven-figure exit. Jay’s story is exhausting. It’s a high-wire act of high-stakes negotiation, success, mistakes, and eventual triumph. You can’t help but wonder if he would have been even more successful—and a lot less stressed—if he had been a little more of a doer and a little less of a dealmaker. Whether you are more dealmaker or doer, it’s worth asking yourself whether you’re tilting too far in one direction.[/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][/vc_column][/vc_row] ### VTS - Company CAS - Dupont Advisory Group Home Client Advisory Services Dupont Advisory Group Maximize Your Potential & Your Clients' Lives Do you want to provide the value-added services that your clients are quietly craving from their most trusted advisor... You? The services that provide you additional revenue streams and makes you the Go-To accountant in your community and sphere of influence? Would you like to be in a position to provide holistic & proactive planning that successful business owners and successful families expect?How Independent Accountants Can Deliver More Value Than Big 4 Firms Schedule a Discovery Call with Terry Today! https://vimeo.com/1107258703 Expand Your Services and Grow! The accounting landscape is rapidly changing. Are you structured to change with it, or are you getting left behind? The profession is poised for further disruption, and those who embrace new models will be well-positioned for long-term success.WHY AFFLUENT BUSINESS OWNERS ARE ABANDONING THEIR ACCOUNTANTS... The Most Important 18 Minutes & 29 Seconds of Your Accounting Career! If you're looking to work with more affluent clients, take more time off to spend with family and friends, and elevate your practice and income to the next level. Watch Our Company Video!https://vimeo.com/1107258729 Are You Ready to Grow? Schedule a Discovery Call with Terry Today! Podcast Episode Compatible Integrations ### Google Search PTP ST v3 Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://player.vimeo.com/video/745901457 Start YourTax Preparation Business We'll teach you the skills ANDwe'll help you get the clients! Speak with an Advisor We don't just help you start your business, we teach you the skills, then focus on helping you hit your client & income goals. We have an online course that students typically complete in 30-60 days. We give you tutors to help pass the certification exams.Afterward, we give you coaches that help you land clients. Our students typically start generating clients & revenue in 60-90 days.Your coaches are assigned to help you for up to 2 years. Students set their own business income goals. Within 8-12 months, our students typically hit their goals or are well on their way to hitting them.Sound too good to be true? It's not. It is going to take real work from you. But if you complete our course, follow our system and work with our coaches, we can make it happen. We have made this happen for thousands of students. Request an application & SPEAK TO AN ADVISOR! PTP Start Search v3 Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, AucklandInvalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Submit Why take our tax preparation courses? Complete the course in just 30 days Generate your first clients and revenue in just 60 days Hit your revenue & income goals in just 8-12 months Speak to one of our Advisors today, and get ready to hit your career goals! Speak with an Advisor Still wondering? Just hear what ourstudents have to say Read the Tesimonials Can you tell me more details aboutthe tax preparation course? Offering quality tax planning and preparation services begins first and foremost with your ability to market and acquire clients.The second begins with your ability to competently do the work, offer that tax planning and preparation service with the proper skills and abilities.The third is then admittedly your ability to retain them as clients and year after year continue to service them as such.Our goal first & foremost is to invite you to officially become Professional Tax Preparer™ certified. It's here that you get the skills, the trainings, the confidence, and the certification you need to confidently offer these quality services and more importantly do so knowing that you're in business for yourself, but not by yourself, with Universal Accounting Center.As a Professional Tax Preparer (PTP), you are certified to offer quality tax planning and preparation services. Stay up to date with the latest Annual Filing Season program (AFSP) and consider also becoming an Enrolled Agent (EA) to fully support your clients and perhaps provide tax resolution services. Also check out the UAC Tax Software Registration that will help elevate your tax office efficiency. At Universal Accounting School,Our Focus is You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.We realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you tax preparationStep 2 - Helping you pass the Professional Tax Preparer Certification ExamStep 3 - Using our coaches to start your business. Then, they help you grow your business and get clients. Most students start generating revenue in 60-90 days and hit their initial target client goals in 8-12 months. COURSE OVERVIEW 217 Video Lessons Clock Hours: 67 Designed to be completed in 4 to 6 weeks Four Manuals with exclusive bonus content Online access, anywhere, anytime The opportunity to certify your skills Related Coaching & Support Speak with an Advisor Consider all the benefits oftaking this tax preparation course! Convenient, at-home learning through an all-online course Get certified in just 2-4 weeks Earn $100+ an hour Work whenever and however you want Work from home, full-time or part-time Financing available(and we help you get clients. Just 1 client can pay for the whole class) Assigned individual academic & marketing coaches Job placement assistance Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement acquisition assistance Continuing Professional Education, CPE, credits available Speak with an Advisor It's time to stop "just thinking" about it,and take the action. Why is getting certified and improving your skillsa good idea? 68% of surveyed CFO's said its challenging to find qualified candidates for their accounting firm. 51% of firms said their biggest challenge is keeping up with regulatory change. Firms are willing to pay more for employees who are up-to-date. Accountants with a specialized accounting certifications advance to positions with more responsibility within 1-2 years and to senior level positions a few years after that.Employees with a single advanced accounting certification can earn approximately 30% higher than the average industry income. Having 2 certifications can boost income to 55% higher. Training with Universal Accounting by takingour Bookkeeping Course can achieve all of that. Speak with an Advisor We make a differencein the lives of our students Speak with an Advisor This tax preparation certification programis your turn-key path to success! Tax preparer certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.Did you know, the majority of the firms that prepare tax returns are small, with less than 10 employees! You can thrive in this ever needed industry! Universal Accounting®’s Professional Tax Preparer™ certification program will teach you, line by line, how to complete individual and business returns so that you can either prepare taxes on the side or start your own tax business full-time. Many certified tax preparers make more money in the months leading up to the April 15 tax deadline than many make all year long! Every company, large or small, and all its employees, are required to file taxes. That means tax preparation skills will always be in demand.Apply for our online tax preparer certification course today and get certified as a tax professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### Google Search PB Skill V3 Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://vimeo.com/906114818 More than just a Bookkeeping Certification Course Not only can you get certified in 2-4 weeks online, but we will help you hit your income & career goals! Speak with an Advisor At Universal Accounting,Our Focus is on You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.At Universal Accounting, we realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you bookkeeping & accountingStep 2 - Helping you pass the Professional Bookkeeper Certification ExamStep 3 - Giving you assistance to find a great job OR to get clients for the next 1-2 years Speak to one of our Advisors today, and get ready to hit your career goals! Take the first step to a better career: SPEAK TO AN ADVISOR! PB Skills Search v3 Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, AucklandInvalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Submit Consider all the benefits oftaking this bookkeeping course! Convenient, at-home learning through an all-online course Get certified in just 2-4 weeks Earn $100+ an hour Work whenever and however you want Work from home, full-time or part-time Financing available(and we help you get clients. Just 1 client can pay for the whole class) Assigned individual academic & marketing coaches Job placement assistance Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement assistance Continuing Professional Education, CPE, credits available Speak with an Advisor We make a differencein the lives of our students LOVE UAC. They really do have THE best accounting education. The biggest benefit I've received is the knowledge I've gained to be an asset, as an accountant, for a company ultimately leading me to be a CFO for a multi-million real estate brokerage! UAC has a huge, if not the biggest, part in my successful career as an accountant!--Arleigh Cortez This is a one of a kind and outstanding program. I have a four year accounting degree and graduated with a GPA of 3.98 and learned and understood more about accounting from this bookkeeping program than from college. The owner of the first public accounting firm I worked for told me I was lightyears ahead of any college graduate she had ever seen. This is practical and real world accounting for businesses. I later became a partner in a firm and now am in my own practice. All the info and tools you need to succeed are here.--Frank Jolly Speak with an Advisor This bookkeeping certification program isyour turn-key path to success! Bookkeeping certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.If you have the drive to start a bookkeeping business, or to land a job as a bookkeeper for an employer, we have a proven course for you. Our courses have everything to teach you & get you certified, and our program can even get you your first clients! Not only that, but everything you need is completely available online! In accounting, the Professional Bookkeeper™ designation represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses. If you’re looking to become a bookkeeping professional who specializes in small to mid-sized businesses, or you’re interested in earning the credentials it takes to advance in your current career, you owe it to yourself to check out Professional Bookkeeper Certification. This online program was created for your success. You’ll also have an assigned Marketing Coach for 1-2 years to support you, whether that is helping advance your career or even growing your own practice.Apply for our online bookkeeping certification course today and get certified as a bookkeeping professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### Google Search PTP Skill V3 Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://player.vimeo.com/video/999705074 More than just aTax Preparation Course Not only can you get certified in 2-4 weeks online, but we will help you hit your income & career goals! Speak with an Advisor At Universal Accounting,Our Focus is on You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.At Universal Accounting, we realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you Tax PreparationStep 2 - Helping you pass the Professional Tax Preparation Certification ExamStep 3 - Giving you assistance to find a great job OR to get clients for the next 1-2 years Speak to one of our Advisors today, and get ready to hit your career goals! Take the first step to a better career: SPEAK TO AN ADVISOR! PTP Skills Search v3 Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, AucklandInvalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit Consider all the benefits oftaking this Tax Preparation Course! Convenient, at-home learning through an all-online course Get certified in just 2-4 weeks Earn $100+ an hour Work whenever and however you want Work from home, full-time or part-time Financing available(and we help you get clients. Just 1 client can pay for the whole class) Assigned individual academic & marketing coaches Job placement assistance Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement assistance Continuing Professional Education, CPE, credits available Speak with an Advisor We make a differencein the lives of our students I am proud to be an alumni of Universal Accounting because I learned a lot from them about Bookkeeping, Tax Preparation and Quickbooks. They gave me the confidence when I finished my course and I was able to use them in my career life. Although it was an online class, the instructions and lessons were easy to understand and the teachers were very engaging and always ready to help with the lesson. I have an Associates Degree in Accounting before I enrolled in UA and taking the course with them was more fulfilling. They sent me all the materials I need and all I can say is it is money well spent. I highly recommend Universal Accounting. Universal Accounting has played a big part in my new career. The knowledge I gained from Universal Accounting has given me the confidence to take control of my future by gaining new skills in Bookkeeping, Tax and Quickbooks! The staff are very professional and are readily available to help you with any questions. Thank you Universal Accounting! Speak with an Advisor This course is your turnkey solution towardscertification & success Tax preparer certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.Did you know, the majority of the firms that prepare tax returns are small, with less than 10 employees! You can thrive in this ever needed industry! Universal Accounting®’s Professional Tax Preparer™ certification program will teach you, line by line, how to complete individual and business returns so that you can either prepare taxes on the side or start your own tax business full-time. Many certified tax preparers make more money in the months leading up to the April 15 tax deadline than many make all year long! Every company, large or small, and all its employees, are required to file taxes. That means tax preparation skills will always be in demand.Apply for our online tax preparer certification course today and get certified as a tax professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### Google Search PB START V3 Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://player.vimeo.com/video/745901395 Start Your Bookkeeping Business We'll teach you the skills ANDwe'll help you get the clients! Speak with an Advisor We don't just help you start your business, we teach you the skills, then focus on helping you hit your client & income goals. We have an online course that students typically complete in 30-60 days. We give you tutors to help pass the certification exams.Afterward, we give you coaches that help you land clients. Our students typically start generating clients & revenue in 60-90 days.Your coaches are assigned to help you for up to 2 years. Students set their own business income goals. Within 8-12 months, our students typically hit their goals or are well on their way to hitting them.Sound too good to be true? It's not. It is going to take real work from you. But if you complete our course, follow our system and work with our coaches, we can make it happen. We have made this happen for thousands of students. Request an application & SPEAK TO AN ADVISOR! PB Start Search v3 Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, AucklandInvalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit PB ST Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit Why take our bookkeeping courses? Complete the course in just 30 days Generate your first clients and revenue in just 60 days Hit your revenue & income goals in just 8-12 months Speak to one of our Advisors today, and get ready to hit your career goals! Speak with an Advisor Still wondering? Just hear what ourstudents have to say Read the Tesimonials Can you tell me more details aboutthe bookkeeping course? To get started working with clients, you really need 3 key capabilities: To get started working with clients, you really need three key capabilities:The ability to comfortably communicate with clients and explain each step of the accounting process.Your ability as an accountant or bookkeeper. This is the work of preparing monthly reports for the client to use in running their business.The ability to use software to generate these reports in a timely fashion.Those three things are ultimately what your clients are looking for to operate their small business efficiently. Universal Accounting Center’s online bookkeeping training will set you up to confidently and competently offer these three abilities to your clients and start earning profits as an Accountrepreneur yourself. At Universal Accounting School,Our Focus is You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.We realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you bookkeepingStep 2 - Helping you pass the Professional Bookkeeping Certification ExamStep 3 - Using our coaches to start your business. Then, they help you grow your business and get clients. Most students start generating revenue in 60-90 days and hit their initial target client goals in 8-12 months. COURSE OVERVIEW 81 Video Lessons Clock Hours: 60 Designed to be completed in 4 to 6 weeks Four Manuals with exclusive bonus content Online access, anywhere, anytime The opportunity to certify your skills Related Coaching & Support Speak with an Advisor Consider all the benefits oftaking this bookkeeping certification course! Convenient, at-home learning through an all-online course Get certified in just 2-6 weeks Earn $100+ an hour Potential to work whenever and however you want Potential to work from home, full-time or part-time Financing available Assigned individual academic & marketing coaches Job placement assistance (if desired) Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement acquisition assistance Continuing Professional Education, CPE, credits available Speak with an Advisor It's time to stop "just thinking" about it,and take the action. Why is getting certified and improving your skillsa good idea? 68% of surveyed CFO's said its challenging to find qualified candidates for their accounting firm. 51% of firms said their biggest challenge is keeping up with regulatory change. Firms are willing to pay more for employees who are up-to-date. Accountants with a specialized accounting certifications advance to positions with more responsibility within 1-2 years and to senior level positions a few years after that.Employees with a single advanced accounting certification can earn approximately 30% higher than the average industry income. Having 2 certifications can boost income to 55% higher. Training with Universal Accounting by takingour Bookkeeping Course can achieve all of that. Speak with an Advisor We make a differencein the lives of our students Speak with an Advisor This bookkeeping certification program isyour turn-key path to success! Bookkeeping certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.If you have the drive to start a bookkeeping business, or to land a job as a bookkeeper for an employer, we have a proven course for you. Our courses have everything to teach you & get you certified, and our program can even get you your first clients! Not only that, but everything you need is completely available online! In accounting, the Professional Bookkeeper™ designation represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses. If you’re looking to become a bookkeeping professional who specializes in small to mid-sized businesses, or you’re interested in earning the credentials it takes to advance in your current career, you owe it to yourself to check out Professional Bookkeeper Certification. This online program was created for your success. You’ll also have an assigned Marketing Coach for 1-2 years to support you, whether that is helping advance your career or even growing your own practice.Apply for our online bookkeeping certification course today and get certified as a bookkeeping professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### Google Search PTP ST - Duplicate for TESTING Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://player.vimeo.com/video/745901457 (TEST) Start YourTax Preparation Business We'll teach you the skills ANDwe'll help you get the clients! Speak with an Advisor We don't just help you start your business, we teach you the skills, then focus on helping you hit your client & income goals. We have an online course that students typically complete in 30-60 days. We give you tutors to help pass the certification exams.Afterward, we give you coaches that help you land clients. Our students typically start generating clients & revenue in 60-90 days.Your coaches are assigned to help you for up to 2 years. Students set their own business income goals. Within 8-12 months, our students typically hit their goals or are well on their way to hitting them.Sound too good to be true? It's not. It is going to take real work from you. But if you complete our course, follow our system and work with our coaches, we can make it happen. We have made this happen for thousands of students. Request an application & SPEAK TO AN ADVISOR! PTP ST Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, AucklandInvalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit Form Code: PTP ST Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, AucklandInvalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit Why take our tax preparation courses? Complete the course in just 30 days Generate your first clients and revenue in just 60 days Hit your revenue & income goals in just 8-12 months Speak to one of our Advisors today, and get ready to hit your career goals! Speak with an Advisor Still wondering? Just hear what ourstudents have to say Read the Tesimonials It's time to stop "just thinking" about it,and take the action. We make a differencein the lives of our students Speak with an Advisor If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### Step 2 - Professional Development https://vimeo.com/868108612?share=copy STEP 2 Professional Development Follow us: Facebook Twitter Youtube Linkedin The Accountrepreneurs Challenge This is a 90-day challenge to work ON you and your business Learn More Turnkey Business Plan For accounting, bookkeeping &tax professionals. Learn for Free https://vimeo.com/871989783?share=copy Fund Your Business We provide clients access to our credit education platform where they can learn our credit secrets. Learn for Free https://vimeo.com/955060833 W-2 & 1099 Opportunities For those looking for employment opportunities or looking to work as an independent contractor. Learn More https://vimeo.com/894320246 GIVE US A PHONE CALL FOR QUICK ANSWERS +1 (435) 344 2050 or schedule an appointment at your convenience We look forward to speak with you directly SCHEDULE A DISCOVERY CALL ### Search PPC - Remarketing - Welcome Back Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 years Don't Wait Any Longer for a New Job, Make Your Own! Become a Professional Bookkeeper or Tax Professional all from your home! Take the first step to a better career: SPEAK TO AN ADVISOR!   ReMarketing Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit Why try Universal Accounting? Earn on average $100+ / hour or $80k a year Start your own business Work from home or whenever you want No prior experience necessary What does it take? Some discipline & dedication. The Universal Accounting™ courses require: 20 – 72 hours of video training & worksheets Complete the courses whenever you'd like (usually takes 3 to 6 weeks). The course is taught by our experienced and certified accounting professionals. The Program Really Works, Just Ask Our Students!   I applied everything that was suggested and my first official tax year was a big success. It was so successful that I decided to take the Profit & Growth, Virtual Bookkeeper Roadmap, and Universal Business Builder program. PHENOMENAL! Everyone at UAS is invested in your success and celebrates your wins. Copyright ©  - Universal Accounting School   ### Search PPC - Brand Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 years Welcome to Universal Accounting Become a Professional Bookkeeper or Tax Professional all from your home! Take the first step to a better career: SPEAK TO AN ADVISOR! Brand Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit Why try Universal Accounting? Earn on average $100+ / hour or $80k a year Start your own business Work from home or whenever you want No prior experience necessary What does it take? Some discipline & dedication. The Universal Accounting™ courses require: 20 – 72 hours of video training & worksheets Complete the courses whenever you'd like (usually takes 3 to 6 weeks). The course is taught by our experienced and certified accounting professionals. The Program Really Works, Just Ask Our Students! I applied everything that was suggested and my first official tax year was a big success. It was so successful that I decided to take the Profit & Growth, Virtual Bookkeeper Roadmap, and Universal Business Builder program. PHENOMENAL! Everyone at UAS is invested in your success and celebrates your wins. Copyright ©  - Universal Accounting School ### Bing Ads - PB ST Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://player.vimeo.com/video/745901395 Start Your Bookkeeping Business We'll teach you the skills ANDwe'll help you get the clients! Speak with an Advisor We don't just help you start your business, we teach you the skills, then focus on helping you hit your client & income goals. We have an online course that students typically complete in 30-60 days. We give you tutors to help pass the certification exams.Afterward, we give you coaches that help you land clients. Our students typically start generating clients & revenue in 60-90 days.Your coaches are assigned to help you for up to 2 years. Students set their own business income goals. Within 8-12 months, our students typically hit their goals or are well on their way to hitting them.Sound too good to be true? It's not. It is going to take real work from you. But if you complete our course, follow our system and work with our coaches, we can make it happen. We have made this happen for thousands of students. Request an application & SPEAK TO AN ADVISOR! ST & PB - Bing Ads Form Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Check all permissible contact channels below. * Consent isn't mandatory and I can unsubscribe anytime. I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Submit Why take our bookkeeping courses? Complete the course in just 30 days Generate your first clients and revenue in just 60 days Hit your revenue & income goals in just 8-12 months Speak to one of our Advisors today, and get ready to hit your career goals! Speak with an Advisor Still wondering? Just hear what ourstudents have to say Read the Tesimonials Can you tell me more details aboutthe bookkeeping course? To get started working with clients, you really need 3 key capabilities: To get started working with clients, you really need three key capabilities:The ability to comfortably communicate with clients and explain each step of the accounting process.Your ability as an accountant or bookkeeper. This is the work of preparing monthly reports for the client to use in running their business.The ability to use software to generate these reports in a timely fashion.Those three things are ultimately what your clients are looking for to operate their small business efficiently. Universal Accounting Center’s online bookkeeping training will set you up to confidently and competently offer these three abilities to your clients and start earning profits as an Accountrepreneur yourself. At Universal Accounting School,Our Focus is You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.We realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you bookkeepingStep 2 - Helping you pass the Professional Bookkeeping Certification ExamStep 3 - Using our coaches to start your business. Then, they help you grow your business and get clients. Most students start generating revenue in 60-90 days and hit their initial target client goals in 8-12 months. COURSE OVERVIEW 81 Video Lessons Clock Hours: 60 Designed to be completed in 4 to 6 weeks Four Manuals with exclusive bonus content Online access, anywhere, anytime The opportunity to certify your skills Related Coaching & Support Speak with an Advisor Consider all the benefits oftaking this bookkeeping certification course! Convenient, at-home learning through an all-online course Get certified in just 2-6 weeks Earn $100+ an hour Potential to work whenever and however you want Potential to work from home, full-time or part-time Financing available Assigned individual academic & marketing coaches Job placement assistance (if desired) Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement acquisition assistance Continuing Professional Education, CPE, credits available Speak with an Advisor It's time to stop "just thinking" about it,and take the action. Why is getting certified and improving your skillsa good idea? 68% of surveyed CFO's said its challenging to find qualified candidates for their accounting firm. 51% of firms said their biggest challenge is keeping up with regulatory change. Firms are willing to pay more for employees who are up-to-date. Accountants with a specialized accounting certifications advance to positions with more responsibility within 1-2 years and to senior level positions a few years after that.Employees with a single advanced accounting certification can earn approximately 30% higher than the average industry income. Having 2 certifications can boost income to 55% higher. Training with Universal Accounting by takingour Bookkeeping Course can achieve all of that. Speak with an Advisor We make a differencein the lives of our students Speak with an Advisor This bookkeeping certification program isyour turn-key path to success! Bookkeeping certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.If you have the drive to start a bookkeeping business, or to land a job as a bookkeeper for an employer, we have a proven course for you. Our courses have everything to teach you & get you certified, and our program can even get you your first clients! Not only that, but everything you need is completely available online! In accounting, the Professional Bookkeeper™ designation represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses. If you’re looking to become a bookkeeping professional who specializes in small to mid-sized businesses, or you’re interested in earning the credentials it takes to advance in your current career, you owe it to yourself to check out Professional Bookkeeper Certification. This online program was created for your success. You’ll also have an assigned Marketing Coach for 1-2 years to support you, whether that is helping advance your career or even growing your own practice.Apply for our online bookkeeping certification course today and get certified as a bookkeeping professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### Bing Ads - PTP Skill Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://player.vimeo.com/video/999705074 More than just aTax Preparation Course Not only can you get certified in 2-4 weeks online, but we will help you hit your income & career goals! Speak with an Advisor At Universal Accounting,Our Focus is on You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.At Universal Accounting, we realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you Tax PreparationStep 2 - Helping you pass the Professional Tax Preparation Certification ExamStep 3 - Giving you assistance to find a great job OR to get clients for the next 1-2 years Speak to one of our Advisors today, and get ready to hit your career goals! Take the first step to a better career: SPEAK TO AN ADVISOR! PTP - Bing Ads Form Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Check all permissible contact channels below. * Consent isn't mandatory and I can unsubscribe anytime. I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit Consider all the benefits oftaking this Tax Preparation Course! Convenient, at-home learning through an all-online course Get certified in just 2-4 weeks Earn $100+ an hour Work whenever and however you want Work from home, full-time or part-time Financing available(and we help you get clients. Just 1 client can pay for the whole class) Assigned individual academic & marketing coaches Job placement assistance Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement assistance Continuing Professional Education, CPE, credits available Speak with an Advisor We make a differencein the lives of our students I am proud to be an alumni of Universal Accounting because I learned a lot from them about Bookkeeping, Tax Preparation and Quickbooks. They gave me the confidence when I finished my course and I was able to use them in my career life. Although it was an online class, the instructions and lessons were easy to understand and the teachers were very engaging and always ready to help with the lesson. I have an Associates Degree in Accounting before I enrolled in UA and taking the course with them was more fulfilling. They sent me all the materials I need and all I can say is it is money well spent. I highly recommend Universal Accounting. Universal Accounting has played a big part in my new career. The knowledge I gained from Universal Accounting has given me the confidence to take control of my future by gaining new skills in Bookkeeping, Tax and Quickbooks! The staff are very professional and are readily available to help you with any questions. Thank you Universal Accounting! Speak with an Advisor This course is your turnkey solution towardscertification & success Tax preparer certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.Did you know, the majority of the firms that prepare tax returns are small, with less than 10 employees! You can thrive in this ever needed industry! Universal Accounting®’s Professional Tax Preparer™ certification program will teach you, line by line, how to complete individual and business returns so that you can either prepare taxes on the side or start your own tax business full-time. Many certified tax preparers make more money in the months leading up to the April 15 tax deadline than many make all year long! Every company, large or small, and all its employees, are required to file taxes. That means tax preparation skills will always be in demand.Apply for our online tax preparer certification course today and get certified as a tax professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### Bing Ads - PTP ST Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://player.vimeo.com/video/745901457 Start YourTax Preparation Business We'll teach you the skills ANDwe'll help you get the clients! Speak with an Advisor We don't just help you start your business, we teach you the skills, then focus on helping you hit your client & income goals. We have an online course that students typically complete in 30-60 days. We give you tutors to help pass the certification exams.Afterward, we give you coaches that help you land clients. Our students typically start generating clients & revenue in 60-90 days.Your coaches are assigned to help you for up to 2 years. Students set their own business income goals. Within 8-12 months, our students typically hit their goals or are well on their way to hitting them.Sound too good to be true? It's not. It is going to take real work from you. But if you complete our course, follow our system and work with our coaches, we can make it happen. We have made this happen for thousands of students. Request an application & SPEAK TO AN ADVISOR! ST & PTP - Bing Ads Form Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Check all permissible contact channels below. * Consent isn't mandatory and I can unsubscribe anytime. I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Submit Why take our tax preparation courses? Complete the course in just 30 days Generate your first clients and revenue in just 60 days Hit your revenue & income goals in just 8-12 months Speak to one of our Advisors today, and get ready to hit your career goals! Speak with an Advisor Still wondering? Just hear what ourstudents have to say Read the Tesimonials Can you tell me more details aboutthe tax preparation course? Offering quality tax planning and preparation services begins first and foremost with your ability to market and acquire clients.The second begins with your ability to competently do the work, offer that tax planning and preparation service with the proper skills and abilities.The third is then admittedly your ability to retain them as clients and year after year continue to service them as such.Our goal first & foremost is to invite you to officially become Professional Tax Preparer™ certified. It's here that you get the skills, the trainings, the confidence, and the certification you need to confidently offer these quality services and more importantly do so knowing that you're in business for yourself, but not by yourself, with Universal Accounting Center.As a Professional Tax Preparer (PTP), you are certified to offer quality tax planning and preparation services. Stay up to date with the latest Annual Filing Season program (AFSP) and consider also becoming an Enrolled Agent (EA) to fully support your clients and perhaps provide tax resolution services. Also check out the UAC Tax Software Registration that will help elevate your tax office efficiency. At Universal Accounting School,Our Focus is You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.We realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you tax preparationStep 2 - Helping you pass the Professional Tax Preparer Certification ExamStep 3 - Using our coaches to start your business. Then, they help you grow your business and get clients. Most students start generating revenue in 60-90 days and hit their initial target client goals in 8-12 months. COURSE OVERVIEW 217 Video Lessons Clock Hours: 67 Designed to be completed in 4 to 6 weeks Four Manuals with exclusive bonus content Online access, anywhere, anytime The opportunity to certify your skills Related Coaching & Support Speak with an Advisor Consider all the benefits oftaking this tax preparation course! Convenient, at-home learning through an all-online course Get certified in just 2-4 weeks Earn $100+ an hour Work whenever and however you want Work from home, full-time or part-time Financing available(and we help you get clients. Just 1 client can pay for the whole class) Assigned individual academic & marketing coaches Job placement assistance Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement acquisition assistance Continuing Professional Education, CPE, credits available Speak with an Advisor It's time to stop "just thinking" about it,and take the action. Why is getting certified and improving your skillsa good idea? 68% of surveyed CFO's said its challenging to find qualified candidates for their accounting firm. 51% of firms said their biggest challenge is keeping up with regulatory change. Firms are willing to pay more for employees who are up-to-date. Accountants with a specialized accounting certifications advance to positions with more responsibility within 1-2 years and to senior level positions a few years after that.Employees with a single advanced accounting certification can earn approximately 30% higher than the average industry income. Having 2 certifications can boost income to 55% higher. Training with Universal Accounting by takingour Bookkeeping Course can achieve all of that. Speak with an Advisor We make a differencein the lives of our students Speak with an Advisor This tax preparation certification programis your turn-key path to success! Tax preparer certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.Did you know, the majority of the firms that prepare tax returns are small, with less than 10 employees! You can thrive in this ever needed industry! Universal Accounting®’s Professional Tax Preparer™ certification program will teach you, line by line, how to complete individual and business returns so that you can either prepare taxes on the side or start your own tax business full-time. Many certified tax preparers make more money in the months leading up to the April 15 tax deadline than many make all year long! Every company, large or small, and all its employees, are required to file taxes. That means tax preparation skills will always be in demand.Apply for our online tax preparer certification course today and get certified as a tax professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### Bing Ads - PB Skill Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://vimeo.com/906114818 More than just a Bookkeeping Certification Course Not only can you get certified in 2-4 weeks online, but we will help you hit your income & career goals! Speak with an Advisor At Universal Accounting,Our Focus is on You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.At Universal Accounting, we realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you bookkeeping & accountingStep 2 - Helping you pass the Professional Bookkeeper Certification ExamStep 3 - Giving you assistance to find a great job OR to get clients for the next 1-2 years Speak to one of our Advisors today, and get ready to hit your career goals! Take the first step to a better career: SPEAK TO AN ADVISOR! PB - Bing Ads Form Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Check all permissible contact channels below. * Consent isn't mandatory and I can unsubscribe anytime. I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Submit Consider all the benefits oftaking this bookkeeping course! Convenient, at-home learning through an all-online course Get certified in just 2-4 weeks Earn $100+ an hour Work whenever and however you want Work from home, full-time or part-time Financing available(and we help you get clients. Just 1 client can pay for the whole class) Assigned individual academic & marketing coaches Job placement assistance Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement assistance Continuing Professional Education, CPE, credits available Speak with an Advisor We make a differencein the lives of our students LOVE UAC. They really do have THE best accounting education. The biggest benefit I've received is the knowledge I've gained to be an asset, as an accountant, for a company ultimately leading me to be a CFO for a multi-million real estate brokerage! UAC has a huge, if not the biggest, part in my successful career as an accountant!--Arleigh Cortez This is a one of a kind and outstanding program. I have a four year accounting degree and graduated with a GPA of 3.98 and learned and understood more about accounting from this bookkeeping program than from college. The owner of the first public accounting firm I worked for told me I was lightyears ahead of any college graduate she had ever seen. This is practical and real world accounting for businesses. I later became a partner in a firm and now am in my own practice. All the info and tools you need to succeed are here.--Frank Jolly Speak with an Advisor This bookkeeping certification program isyour turn-key path to success! Bookkeeping certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.If you have the drive to start a bookkeeping business, or to land a job as a bookkeeper for an employer, we have a proven course for you. Our courses have everything to teach you & get you certified, and our program can even get you your first clients! Not only that, but everything you need is completely available online! In accounting, the Professional Bookkeeper™ designation represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses. If you’re looking to become a bookkeeping professional who specializes in small to mid-sized businesses, or you’re interested in earning the credentials it takes to advance in your current career, you owe it to yourself to check out Professional Bookkeeper Certification. This online program was created for your success. You’ll also have an assigned Marketing Coach for 1-2 years to support you, whether that is helping advance your career or even growing your own practice.Apply for our online bookkeeping certification course today and get certified as a bookkeeping professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### Featured Podcast - Year Through 2024 Creating the LeadingAccounting FirmPodcast Featuring Roger Knecht as Guest Speaker Follow us: Facebook Twitter Youtube Linkedin Want to book Roger on your next podcast? Additional Information Click Here to Contact Roger My Legacy to the Accounting Profession Presenting: Roger Knecht https://vimeo.com/799271792https://vimeo.com/799271737https://vimeo.com/799271792https://vimeo.com/799275980 December 4, 2024 "It's Not About You" with Roger Knecht What’s the key to becoming a leader who inspires, aligns, and truly connects with their team? It starts with shifting the focus from “me” to “we.” It’s Not About You: How Leaders Build Trust and Motivate Teams November 12, 2024 Upskilling for Tomorrow: The Advisory-Driven Evolution of Accounting with Roger Knecht In this insightful discussion, Roger and Kevin, explore the evolving role of the modern accounting professional. They delve into the commoditization of traditional services, the rise of CFO and advisory offerings, and the essential skills required to thrive in this new era. October 17, 2024 Fuel Your Business Success: Letting Go and Working ON Your Empire In this episode, we'll explore the common obstacles that hinder entrepreneurs from achieving their goals and living a balanced life. From fear of failure to lack of time management skills, we'll dive into why you might struggle to juggle your professional and personal responsibilities. October 8, 2024 What's the Secret to Making Customers LOVE Your Brand? Learn how to create a strong brand identity that resonates with customers and sets you apart. We’ll also share practical tips and real-life examples to help you implement these strategies effectively. October 1, 2024 Learn 4 Strategies to Boost Your Business Growth Roger Knecht, the President and CEO of Universal Accounting Center (UAC), is a dynamic leader with a passion for empowering accounting professionals. His journey with UAC began in the late 1990s, and he has played a pivotal role in expanding its reach and influence. October 1, 2024 9 Principles of Profitable Businesses! (w/ ROGER KNECHT!) Roger Knecht, the President and CEO of Universal Accounting Center (UAC), is a dynamic leader with a passion for empowering accounting professionals. His journey with UAC began in the late 1990s, and he has played a pivotal role in expanding its reach and influence. September 11, 2024 Insights from Roger Knecht on Building an Accounting Career Roger shares insights on the challenges and successes he has faced, the importance of coaching and mentoring, and the future of the accounting profession. Roger shares insights on the challenges and successes he has faced, the importance of coaching and mentoring, and the future of the accounting profession. September 4, 2024 How to BOOST Your Business with Financial Numbers! Are you looking to take your business to the next level? Join Roger Knecht, a renowned accounting and business strategy expert, as he delves into how financial numbers can transform your business strategy! Learn how to interpret key financial metrics, leverage data for decision-making, and implement strategies that drive growth and profitability. August 13, 2024 Building the Premier Accounting Firm: An Intentional Podcasting Journey, with Roger Knecht A podcast can be much more than a marketing channel—it's a platform for strengthening your network, innovating on new ideas, and driving strategic business outcomes. This is well exemplified by Roger Knecht, President of Universal Accounting, and host of the "Building the Premier Accounting Firm" podcast. August 5, 2024 Mastering KPIs: The Key to Unlocking Financial Success in Accounting In this captivating episode, Stacey Chillemi hosts Roger Knecht from Universal Accounting Center to explore the dynamic world of accounting. Together, they dissect the core accounting services of Leading, Lagging, and Financials, unveiling how these pillars drive business success and financial stability. August 1, 2024 Understanding Your Business Accounting and Bookkeeping Roger is the author of “Your Strategic Accountant” and “Your Profit & Growth Expert”, each written to help business owners understand what they can expect from the accounting profession. He hosts discussions with some of the accounting world’s best minds and shares actionable insights for firms. June 17, 2024 Empowering Entrepreneurs: Roger Knecht's Mission to Educate Ever wondered how a moment of clarity can redefine your career trajectory? Baz Porter sits down with Roger Knecht, President of Universal Accounting Center, to unravel the transformative journey from young ambition to leadership excellence. June 11, 2024 The Wheel of Life and Business Explained Learn how to navigate the challenges of wearing "Many Hats" in business and the art of organizing, prioritizing, and delegating effectively, all to maximize your profits and streamline your operations. Unlock the secrets to sustainable growth and success in the business world. May 25, 2024 5 Keys to Business Success: Expert Reveals Secrets to Grow & Profit Join Stacey Chillemi on this podcast episode to learn the proven strategies for taking your business to the next level. Our guest, Roger Knecht, author of “Your Strategic Accountant” and “Your Profit & Growth Expert,” shares his expert insights into the five keys to success that every entrepreneur needs to know. April 30, 2024 Finally! An Accountant Explaining What the Numbers Really Mean Feel lost interpreting your company's finances? Accountant Roger Knecht brings clarity as the Rosetta Stone between entrepreneurs and their businesses. He explains how your books communicate what's working and what's not. March 11, 2024 Future Talk: Diverse Voices on Accounting's Path! Host Rob Brown is joined by Gary Shamis, Lexy Kessler, Roger Knecht and Calvin Harris to debate whether accountants need to change, examine threats and challenges facing the field, discuss making accounting an attractive career choice, and share bold predictions. March 1, 2024 Having the Premier Accounting Firm, the Nuts and Bolts Whether you're an accountant, tax preparer or bookkeeper, get the nuts and bolts to position your firm as the go-to expert that attracts quality clients. February 21, 2024 How to Grow your Business Successfully - Roger Knecht Roger Knecht delves into the key attributes of successful entrepreneurs, emphasizing passion, financial literacy, commitment to quality, time management, and having a clear purpose. Shorts https://vimeo.com/799280097https://vimeo.com/799274580https://vimeo.com/799273178https://vimeo.com/799274612 Do You Want More? Check out our library for more podcast arrow-icon-size3 Visit now GIVE US A PHONE CALL FOR QUICK ANSWERS +1 (435) 344 2050 or schedule an appointment at your convenience We look forward to speak with you directly AS SEEN ON AND APPROVED BY ### Featured Podcast - Year Through 2023 Creating the LeadingAccounting FirmPodcast Featuring Roger Knecht as Guest Speaker Follow us: Facebook Twitter Youtube Linkedin Want to book Roger on your next podcast? Additional Information Click Here to Contact Roger My Legacy to the Accounting Profession Presenting: Roger Knecht https://vimeo.com/799271792https://vimeo.com/799271737https://vimeo.com/799271792https://vimeo.com/799275980 December 3, 2023 Unlocking the Secrets of Accounting Entrepreneurship with Roger Knecht Roger shares how Universal Accounting Center empowers accounting professionals with the entrepreneurial skills necessary to thrive in today’s competitive market. November 22, 2023 Red to Black with Roger Knecht Roger’s podcast, Building the Premier Accounting Firm, keeps accounting professionals on the cutting edge of the industry offering quality bookkeeping, accounting and tax services. November 22, 2023 Collaborative Cents-2-Dollars with Roger Knecht Live Collaborative Cents-2-Dollars podcast featuring Roger Knecht, Regina Bergman, Sally Gimon, and Nicole Barham October 30, 2023 Relationship Matters TV with Janice Fortman featuring Roger Knecht Listen to this insightful conversation between Dr. Jan Fortman and Universal Accounting President Roger Knecht October 30, 2023 How a Solid Accounting Team Fuel Business Growth with Roger Knecht In this episode, Roger Knecht joins us as we tackle how accounting enables businesses to track their financial health, make informed decisions, and achieve long-term success. October 17, 2023 Unlocking Business Success: Strategies with Roger Knecht Get ready to supercharge your business success with Roger Knecht, the expert in developing teams of committed individuals for increased profits. October 17, 2023 Live A Life Of Gratitude And Abundance With Roger Knecht During this interview, we discussed his humble upbringing and how he always had an attitude of appreciating what he had without envy of others. September 5, 2023 Roger Knecht – What Makes Coaching Distinct? | Conversations with Coaches | Boxer Media Episode 121 of The Unique CPA features Roger Knecht sharing with Randy the key aspects of developing an accounting firm. August 23, 2023 Unlocking the ROI of Advisory Services with Roger Knecht Roger Knecht, President of Universal Accounting Center, joins Adam and Tom to share valuable insights on the different types of services offered by accounting firms and how to effectively deliver them. July 3, 2023 Roger Knecht – What Makes Coaching Distinct? | Conversations with Coaches | Boxer Media We discuss the passion and self-actualization that comes from being a coach, as well as the vital role that coaching plays in our “continuing education” and development not just as professionals, but in all areas of life. June 28, 2023 How Much Should A CPA Charge For A Business Tax Return?(with Roger Knecht) The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! June 23, 2023 Making Accountants Better & Entreprenuers More Successful The Chris Voss Show Podcast with Roger Knecht, President of Universal Accounting Center June 20, 2023 Accounting Practice Management Insights - Podcast with Roger Knecht We know you are going to gain a lot from this conversation whether you’re a new owner who recently acquired a firm or a seller looking to optimize your firm for an exit. June 9, 2023 The TurnKey Business Plan for Accounting Professionals This episode is a must-listen for any accounting professional who wants to take their firm to the next level. Don't miss out on these valuable insights that could transform your business. June 5, 2023 Grow & Scale: 3 Core Services Your Accounting Firm Should Be Offering In 2023 Join Roger Knecht, President of Universal Accounting Center and coach for accounting professionals looking to build premier accounting firms as he discusses 3 Core Services Your Firm Should be Offering Especially in 2023. June 5, 2023 WBSP495: Grow Your Business by Learning from the Challenges Entrepreneurs Face with Business Growth w/ Roger Knecht Our guest, Roger Knecht, discusses the challenges entrepreneurs face with business growth. He also discusses why it’s important to build a business with an exit strategy in mind. May 26, 2023 Unleashing Business Success: The 5 Essentials and Core Services for Profits & Growth with Roger Knecht Throughout the episode, we explore the five essential pillars of business success: Engage & Manifest, Understanding Accounting, Increase Revenue, Improve Profits, and Build Value. May 2, 2023 Seize These Accounting Opportunities Right Now with Roger Knecht Pivot your business and stay in front of AI tools… you could scale a business with better margins and higher efficiency. May 2, 2023 Ep. 78 – Hustling For More Clients Doesn’t Lead To More Profit – Special Guest Roger Knecht Time to stop chasing more clients; because more clients don’t always mean more profit April 5, 2023 Rain Maker’s Roundup with Roger Knecht - Universal Accounting Center Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial side of the business and how to maximize your money March 29, 2023 The TurnKey Business Plan for Accounting Professionals Let's discuss in detail and decide which we are committing to provide our clients so that we can over-deliver and have happy paying clients. March 27, 2023 Universal Accounting Class (feat. Roger Knecht) Whether you're an accountant looking to grow your business or simply interested in the accounting industry, this episode is definitely worth a listen. So, tune in and hear from Roger, Scott, and Jason on how to Build a Profitable Premiere Accounting Practice. March 27, 2023 Why You Should Hire a Professional Accountant with Roger Knecht With the guidance of a skilled accounting professional, your business can smoothly sail the storm and rough sea of finance. March 16, 2023 The Advocates - 10 - The Advocates with Roger Knecht Today Mark, Al, and Lisa are joined by their guest Roger Knecht, President of the Universal Accounting Center! March 23, 2023 380 | In the Black Accounting In this episode, Roger Knecht of the Universal Accounting Centre in Utah will walk you through the three concepts of Accounting. March 20, 2023 379 | In the Black Production There is Marketing, Production, and Accounting. In this episode, we cover production. March 20, 2023 378 | In The Black Marketing ‘In the Black Marketing’ – the title of this episode – covers the medium and long-term marketing principles outlined in Allen Bostrom’s book ‘In the Black”. March 14, 2023 377 | Nothing Happens Until There is a Sale This is the first concept of the nine. The short-term goal within Marketing and Sales. In the end, it is all about sales. February 28, 2023 Making Your Firm Work for You Roger talks about the systematic approach and educational process Universal Accounting offers to firms to grow, systematize, and improve the efficiency of their practices. January 4, 2023 How to Prepare for a Recession, Prioritize the “Next Thing” in Your Firm, and More Jetpack Workflow Podcast with David Cristello Featuring Roger Knecht Shorts https://vimeo.com/799280097https://vimeo.com/799274580https://vimeo.com/799273178https://vimeo.com/799274612 Do You Want More? Check out our library for more podcast arrow-icon-size3 Visit now GIVE US A PHONE CALL FOR QUICK ANSWERS +1 (435) 344 2050 or schedule an appointment at your convenience We look forward to speak with you directly AS SEEN ON AND APPROVED BY ### Featured Podcast - Year Through 2022 Creating the LeadingAccounting FirmPodcast Featuring Roger Knecht as Guest Speaker Follow us: Facebook Twitter Youtube Linkedin Want to book Roger on your next podcast? Additional Information Click Here to Contact Roger My Legacy to the Accounting Profession Presenting: Roger Knecht https://vimeo.com/799271792https://vimeo.com/799271737https://vimeo.com/799277318https://vimeo.com/799273210https://vimeo.com/799271737https://vimeo.com/799271792https://vimeo.com/799275980 December 26, 2022 How Technology can be Your Biggest Resource and Help Roger Knecht assists accountants in having the best accounting company in their community that provides high-quality, value-added services with assurance and competence. November 6, 2022 Does Accounting Have to be Boring? Roger Knecht is the President of Universal Accounting. He's also the perfect person to explain why accounting is anything but boring. October 17, 2022 Interactive Entrepreneur Episode 23 : The Interactive Entrepreneur - A chat with Roger Knecht the President of Universal Accounting Center October 13, 2022 New Age of Accounting Preparing for the New Age of Accounting with Roger Knecht July 21 2022 What Does a Recession-Proof Accounting Firm Look Like? Jetpack Workflow Podcast with David Cristello Featuring Roger Knecht July 1, 2022 Successful Virtual Bookkeeping Business Webinar recording: The new virtual bookkeeper's journey with Roger Knecht May 31 2022 How to become an Accountreprenuer In this episode, Roger talks about M.A.P. (Marketing/Sales, Accounting Services, Production) as way to breakdown pain points in growing your firm. February 15, 2022 How Accountants Can Confidently and Competently Build their Businesses with Roger Knecht Roger shares how his company has helped thousands of individuals grow their businesses with the capability to gain more profitable client portfolios. November 13, 2021 Clear Your Cookies Episode 7 - You're Buying My Enthusiasm with Roger Knecht Grow My Accounting PracticeSession 1 Prepare for Changes in the Accounting World with Roger Knecht Grow My Accounting PracticeSession 2 Becoming a Premier Accounting Firm with Roger Knecht The Abundant Accountant with Michelle Weinstein Episode 98 | Confidence And Competence: Two Key Elements To Success For Accounting And Tax Owners With Roger Knecht November 22, 2019 Credibility Nation Business Mapping with Roger Knecht and Mitchell Levy | TLL Credibility Ep. 181 The Successful BookkeeperSession 1 EP88: Roger Knecht - How to Increase The Value Of Your Bookkeeping Business The Successful BookkeeperSession 2 EP129: Roger Knecht - The Importance Of Creating A Pricing Model Shorts https://vimeo.com/799280097https://vimeo.com/799274580https://vimeo.com/799273178https://vimeo.com/799274612 Do You Want More? Check out our library for more podcast arrow-icon-size3 Visit now GIVE US A PHONE CALL FOR QUICK ANSWERS +1 (435) 344 2050 or schedule an appointment at your convenience We look forward to speak with you directly AS SEEN ON AND APPROVED BY ### VTS - Company M - Nine Two Media Home Marketing Nine Two Media Stop gambling on referrals.Start growing your firm with a system that actually works Growing your firm doesn’t have to be hard. Just ask Shaun --he added over $125K in new revenue in just 49 days, with zero referrals. Get Started Today https://youtu.be/KthXiVSvhzA Why This Works-- Even Without Referrals Did You Know?Most CPA and bookkeeping firms blame slow growth on lead generation.The Real Issue?In 9 out of 10 cases, it’s not a lack of leads—it’s a breakdown in the conversion process.The Impact:After solving this exact problem, one firm added $125,000 in revenue in just 49 days—without a single referral.Our 3-Pronged Solution:We help you optimize your sales process end-to-end, so you stop losing leads and start closing them. Here's how:• Attract high-quality, ready-to-convert prospects.• Increase appointment show-up rates with smart automation.• Close more deals with battle-tested sales strategies and training. Why This Works (Even Without Referrals) Did You Know? Most CPA and bookkeeping firms attribute revenue challenges to lead generation.The Surprising Truth: In 90% of cases, the real culprit is a conversion problem.The Impact: By fixing this, one firm saw a $125,000 increase in annual revenue in just 49 days.Our 3-Pronged Solution: We help you optimize your entire sales process:* Attracting high-quality, ready-to-engage leads.* Ensuring more prospects show up for appointments.* Equipping your team with world-class sales skills.Stop Leaving Money on the Table. Let's have a quick virtual call to see how we can help you achieve similar results.https://youtu.be/IyNEopTH_EQ Let’s Stop the Leaks. Chances are, you're already getting opportunities--you’re just not capturing their full value.Let’s have a quick call and explore how we can help you achieve similar results. Grow Fast: Start Connecting with Local Clients Today Here’s how we connect you with local clients and fuel your growth:? High-quality leads? More booked appointments? Sales training that delivers resultsWe streamline your pipeline—from lead generation to follow-up—so you can focus on what matters: growth.Ready for real results? Let’s schedule a quick call and get started. ? Ready to Grow? Get Started Today Podcast Episode Compatible Integrations ### VTS - Company M - AmberSky Marketing Home Marketing AmberSky Marketing If you’re a growing CPA firm stuck in referral roulettewe'll help you build a predictable pipeline for advisory clients Many CPA firms want to grow—but they’re stuck. They’re buried in tax returns, chasing low-margin clients, and relying on referrals to keep their pipeline alive. Let's fix that. Get a FREE Strategy Session https://vimeo.com/1074976718/91228dad02?ts=0&share=copy An online search strategyso you get in front of your ideal clients Whether your focused on dominating your local market or beyond, AmberSky Marketing has a Search Engine Optimization solution to get you in front of clients who need expert advisory for their business. An online search strategy to you get in front of your ideal clients Whether your focused on dominating your local market or beyond, AmberSky Marketing has a Search Engine Optimization solution to get you in front of clients who need expert advisory for their business.https://vimeo.com/1074976718/91228dad02?ts=0&share=copy Websites that convert and position your firm as the only choice First impressions are everything online and your website plays a very important role in ensuring that when people visit, they stay and ultimately inquire about your services. Is your website driving new growth? Websites that convert and position your firm as the only choice First impressions are everything online and your website plays a very important role in ensuring that when people visit, they stay and ultimately inquire about your services. Is your website driving new growth? Stop playing referral roulette and get apredictable pipeline of advisory clients Get a FREE Strategy Session Podcast Episode Compatible Integrations ### VTS - Company M - keepful Home Marketing keepful® Marketing Automation for Bookkeepers & Accountants, by Bookkeepers & Accountants keepful® is marketing automation for bookkeepers and accountants, by bookkeepers and accountants. keepful® automates marketing so that you can focus on breakthrough work. If you'd rather crunch numbers than manage campaigns and set up software, keepful® is for you! Get Started Now The 3-step keepful® Process Getting set up and ready for leads is as easy as 1-2-3! You provide us a little information about your business, and we get to work customizing your CRM account to target your ideal audience. Once your account is customized, you are ready to go live! https://youtu.be/TCzQNieDoe4 keepful® Works For You 24/7 It handles the follow-up & nurture of leads for you. Set it and forget it. Avoid losing 1 client, and keepful® pays for itself! If you're ready to overcome tech headaches and get back to growing your business, keepful® is the solution you've been looking for! View Our Flexible Plans Get Started Now Podcast Episode Compatible Integrations ### testing page Add Your Heading Text Here Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. ### Testing Changes Add Your Heading Text Here ### VTS - Company BB - Relay Financial Home Business Banking Relay Financial Relay’s Partner Program forAccountants & Bookkeepers Become a trusted authority on business banking. Become a Partner https://www.youtube.com/watch?v=XYx9kvcWPHU Our shared mission:Give clients cash flow clarity & control. Build your client banking expertise through a program that offers dedicated support, certifications, rewards, and a growth-focused community of top-tier advisors.https://www.youtube.com/watch?v=XYx9kvcWPHU Grow faster.Grow together. You’ll join a like-minded community of accountants and bookkeepers who offer support and drive each other’s success. Your clients will thank you. You can bank on it. Become a Partner Podcast Episode Compatible Integrations ### VTS Category - Business Banking Business Banking Automate tax document collection, payroll, benefits, and more. Create, review, and sign contracts in minutes with our library of compliant contracts Home Business Banking Premium Partner Premium Partner Custom Books Customizable online accounting. Feature-rich cloud accounting software with inventory management (Formerly AccountingSuite) EXCLUSIVE Momentum BK Discover how to leverage the Momentum Accounting Model to protect your clients from theft loss, audit risks, or overpaying/underpaying taxes. EXCLUSIVE Hurdlr An automatic business finance and mileage tracking app that keeps track of all of your clients' income streams, expenses, and tax deductions in real-time, on the go! EXCLUSIVE Elevated Exhibitor Build your client banking expertise through a program that offers dedicated support, certifications, rewards, and a growth-focused community of top-tier advisors. Splash Sponsor Build your client banking expertise through a program that offers dedicated support, certifications, rewards, and a growth-focused community of top-tier advisors. Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Business Banking Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Business Banking Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other ### VTS - Company APA - BILL Home Accounts Payable Automation BILL Choose client satisfaction. Choose BILL. Streamline your services and grow your client base with trusted solutions for AP, AR, corporate cards, expense management, and forecasting. Book Now https://youtu.be/laAQUVKibDw?si=CVc2fdvQvFrfb62N Customizable client management in our Console The BILL Accountant Console lets you optimize services for each client—all in one place. Add new entities, view tasks across all entities, and deliver support to multi-location companies.https://youtu.be/7zsmynMr9WY?si=Ioh8wgd6NYEpYusE The trusted choice for accountants Top firms and partners have trusted BILL to automate their financial operations for nearly two decades. Today, 85 of the top 100 US accounting firms choose BILL. That’s because we build our solutions with, not just for, accountants:- Over 8,000 accounting firms partner with BILL?- BILL is the preferred partner of CPA.com- BILL Advisory Panel members provide expert product input Let's jump on a 1:1 demo call to answer all of your questions! Book Now Podcast Episode Compatible Integrations ### VTS - Company O - Insightful Accountant Home Other Insightful Accountant Empowering Accounting Professionals Insightful Accountant is a leading online publication delivering news, education, and resources tailored for accountants, bookkeepers, and financial professionals. ? Access Exclusive Resources https://www.youtube.com/watch?v=w5m_NwjR0qU Educational Webinars & Industry Insights We provide in-depth webinars, articles, and reports on accounting platforms such as QuickBooks and Xero. Our expert-led sessions help professionals stay ahead of industry trends and enhance their financial expertise. https://youtu.be/TCzQNieDoe4 Community & Recognition Through our Top ProAdvisor Awards and live events, we celebrate outstanding professionals and foster a community for networking, learning, and collaboration. ? Get More from Insightful Accountant! ? Access Exclusive Resources Podcast Episode Compatible Integrations ### VTS Category - Other Other Automate tax document collection, payroll, benefits, and more. Create, review, and sign contracts in minutes with our library of compliant contracts Home Other Premium Partner Premium Partner Insightful Accountant Insightful Accountant is a leading online publication delivering news, education, and resources tailored for accountants, bookkeepers, and financial professionals. EXCLUSIVE Elevated Exhibitor Shogo works in the cloud to move your sales data seamlessly from your Point of Sale or eCommerce Solution to your Accounting System automatically, every day. Splash Sponsor Insightful Accountant is a leading online publication delivering news, education, and resources tailored for accountants, bookkeepers, and financial professionals. Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Business Banking Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Business Banking Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other ### VTS Category - Accounts Receivable Automation Accounts Receivable Automation A way of automating repetitive, tedious tasks to help collect money that customers owe to the company. Home Accounts Receivable Automation Premium Partner Premium Partner Custom Books Customizable online accounting. Feature-rich cloud accounting software with inventory management (Formerly AccountingSuite) EXCLUSIVE Momentum BK Discover how to leverage the Momentum Accounting Model to protect your clients from theft loss, audit risks, or overpaying/underpaying taxes. EXCLUSIVE Hurdlr An automatic business finance and mileage tracking app that keeps track of all of your clients' income streams, expenses, and tax deductions in real-time, on the go! EXCLUSIVE Elevated Exhibitor Shogo works in the cloud to move your sales data seamlessly from your Point of Sale or eCommerce Solution to your Accounting System automatically, every day. Splash Sponsor Bill is a leading provider of cloud-based software that simplifies, digitizes, and automates complex, back-office financial operations for small and midsize businesses. Categories Menu Accounting Systems/Software Tools Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Categories Menu Accounting Systems/Software Tools Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses ### VTS Category - Accounts Payable Automation Accounts Payable Automation Accounts payable tracks money your business (or your clients) owe to suppliers and vendors. This includes managing bills, scheduling payments, and making sure nothing is missed or paid late. Staying on top of payables keeps relationships with vendors healthy and avoids late fees. A method of minimizing human intervention and eliminating error-prone tasks from the accounts payable – or trade payables – process. This is done by using accounts payable software integrated with an online business network that connects trading partners digitally. < Tour The Next Category Home Accounts Payable Automation Premium Partner Premium Partner Custom Books Customizable online accounting. Feature-rich cloud accounting software with inventory management (Formerly AccountingSuite) EXCLUSIVE Momentum BK Discover how to leverage the Momentum Accounting Model to protect your clients from theft loss, audit risks, or overpaying/underpaying taxes. EXCLUSIVE Hurdlr An automatic business finance and mileage tracking app that keeps track of all of your clients' income streams, expenses, and tax deductions in real-time, on the go! EXCLUSIVE Elevated Exhibitor Streamline your services and grow your client base with trusted solutions for AP, AR, corporate cards, expense management, and forecasting. Splash Sponsor Bill is a leading provider of cloud-based software that simplifies, digitizes, and automates complex, back-office financial operations for small and midsize businesses. Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Business Banking Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Business Banking Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other ### VTS - Company HR - People Processes Home Human Resources People Processes Don't HR Alone For many small business owners, HR is an afterthought...until something goes wrong. When payroll or compliance issues arise, YOU may be their first call. People Processes is a trusted HR partner that supports your clients, strengthens your advisory role, and creates new revenue opportunities—all while helping businesses stay compliant and scale with confidence. Click Here to Learn About The Partnership Program https://youtu.be/TCzQNieDoe4 From HR Headaches to strategic growth & long-term success. Whether it’s staying compliant with ever-changing employment laws, building an engaged team, or scaling HR operations, these challenges can distract you from your goals. People Processes offers a solution that helps organizations manage HR seamlessly, so they can focus on growing their impact rather than dealing with administrative burdens. From payroll and compliance to benefits and employee engagement, People Processes ensures that HR operations are efficient, compliant, and scalable. From HR Headaches to strategic growth & long-term success. Whether it’s staying compliant with ever-changing employment laws, building an engaged team, or scaling HR operations, these challenges can distract you from your goals. People Processes offers a solution that helps organizations manage HR seamlessly, so they can focus on growing their impact rather than dealing with administrative burdens. From payroll and compliance to benefits and employee engagement, People Processes ensures that HR operations are efficient, compliant, and scalable.https://youtu.be/TCzQNieDoe4 Finance & HR Overlap: Hidden Risks for Small Businesses Accountants and bookkeepers often find themselves fielding payroll and compliance questions, but without the right HR support in place, they’re limited in how much they can truly help. Some of the most common payroll & HR pitfalls include:? ? ? ? ? ** Misclassification of Employees – Many businesses mistakenly classify employees as independent contractors, risking IRS penalties and back taxes.? ? ? ? ? ** Late or Inaccurate Payroll Filings – Missed payroll tax deadlines can result in costly fines that accountants then have to help clean up.? ? ? ? ? ** Labor Law Violations – Businesses often assume their HR policies are compliant, only to find out later they’ve been violating wage, break, or termination laws.? ? ? ? ? ** Employee Retention Issues – High turnover and disengaged employees increase recruitment costs and disrupt operations.When accountants and bookkeepers have a trusted HR partner to refer their clients to, these risks can be proactively addressed. People Processes acts as an HR extension for businesses—ensuring payroll is seamless, compliance is airtight, and employees are managed effectively. Strengthen Your Client Relationships + Receive Referral Incentives Click Here to Learn About The Partnership Program Podcast Episode Compatible Integrations ### VTS Category - Human Resources Human Resources Human Resources (HR) focuses on managing an organization’s most valuable asset: its employees. HR professionals ensure employees have the necessary resources for their tasks and foster a positive work environment. Home Human Resources Premium Partner People Processes The People Processes is a trusted HR partner that supports your clients, strengthens your advisory role, and creates new revenue opportunities—all while helping businesses stay compliant and scale with confidence. EXCLUSIVE Elevated Exhibitor Shogo works in the cloud to move your sales data seamlessly from your Point of Sale or eCommerce Solution to your Accounting System automatically, every day. Splash Sponsor Bill is a leading provider of cloud-based software that simplifies, digitizes, and automates complex, back-office financial operations for small and midsize businesses. Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other ### VTS - Company CAS - Cash Flow Mike Home Client Advisory Services Cash Flow Mike Master Cash Flow, Transform Client Results Take your advisory skills to the next level with Cash Flow Mike’s membership packages. Get exclusive access to techniques and tools designed to find hidden cash, increase profits, and build stronger client relationships. Join Now https://vimeo.com/1046511774 Why Bookkeepers and Accountants Choose Cash Flow Mike Our memberships provide step-by-step guidance and resources to help you deliver measurable financial improvements for your clients. With over $150M in hidden cash uncovered for businesses and $1B in added value, Cash Flow Mike's methods are proven to work. Whether it’s mastering cash flow or planning long-term strategies, we give you the skills to stand out in your field. https://vimeo.com/980875686 Your Path to Becoming a Trusted Advisor Don’t just crunch numbers—make a lasting impact. Join Cash Flow Mike’s membership today and gain the tools, techniques, and confidence to help your clients achieve financial clarity and success. Explore our membership options and start transforming your practice now! Take Your Advisory to the Next Level Join Now Podcast Episode Compatible Integrations ### Accounting & Bookkeeping Tips Group Welcome to UAC Accounting & Bookkeeping Tips Group Share knowledge to tackle challenges Support each other through change Leverage opportunities for growth Join Accounting & Bookkeeping Tips Group This group is made up of Accountants, Bookkeepers, Tax Preparers, and others seeking advice, tips and tricks for their own accounting/tax knowledge and use. We are dedicated to politely and graciously helping each other in their financial endeavors, and helping to improve each others' lives and businesses together. Who Should Join? For Serious bookkeepers, accountants & tax preparers. Why Should You Join? This is a free closed Facebook Group for bookkeepers, accountants and tax preparers. This allows users to interact with like-minded experts. Join Us Unlock the Power of the Accounting Community Join ### Thank You Page - Google PTP ST Thanks for requesting more information We Are excited to speak with you We’d like to know more about you, your background and experience as well as your goals for the future https://vimeo.com/743253357 Meet Our Team Click Here To Meet Our Experts MAPPING Your Business https://vimeo.com/725470524 Start A Business Tax Planning & Preparation Services https://vimeo.com/745901457As a Professional Tax Preparer (PTP), you are certified to offer quality tax planning and preparation services. Stay up to date with the latest Annual Filing Season program (AFSP) and consider also becoming an Enrolled Agent (EA) to fully support your clients and perhaps provide tax resolution services. 4 Keys to Your Successin Business https://vimeo.com/745197788 Be Sure to check out our podcastBuilding the Premier Accounting Firm Visit our podcast page We All Need a Pep Talk https://vimeo.com/745224542 Why wait? let’s talk NOW! give us a call +1 (435) 344 2050 ### Thank You For Registering     Thanks for requesting more information We Are excited to speak with you We’d like to know more about you, your background and experience as well as your goals for the future https://vimeo.com/743253357 Meet Our Team Click Here To Meet Our Experts ### Thank You Page UAC Thanks for requesting more information We Are excited to speak with you We’d like to know more about you, your background and experience as well as your goals for the future https://vimeo.com/743253357 Meet Our Team Click Here To Meet Our Experts https://vimeo.com/743600719 With Universal this is Achievable, Profitable & Easy You can be in business for yourself but not by yourself with Universal Accounting. The Solution - Becoming an Accountrepreneur https://vimeo.com/744380754 Effectively Pricing Your Services The 3 Core Services https://vimeo.com/744398029 Bookkeeping & Accounting Learn More Tax Planning & Preparation Learn More CFO & Advisory Learn More Bookkeeping & Accounting Services https://vimeo.com/744402287 Speaking with Clients, theLanguage of Business (CA) https://vimeo.com/744415708 Small Business Accounting (PB) Tax Planning & Preparation Services https://vimeo.com/744405955 3 Elements for Success https://vimeo.com/725874662 Professional Tax Preparer (PTP) https://vimeo.com/744396349 Giving you the confidence & competence CFO & Advisory Services https://vimeo.com/745929221https://vimeo.com/744406522 Enhancing Your Client Relationships, become a Profit & Growth Expert (PGE) Get the skills to build your own successful Bookkeeping & Accounting Practice with Universal Accounting® Universal Accounting Center® provides not only the relevant industry skills to become a qualified accounting professional, but also tested marketing models, promotional plans, and easy-to-follow guides to help you start and build your practice. Plus, receive up to 2-years marketing coaching and assistance.https://vimeo.com/729051238 Start Today There is a Turnkey Business Plan for Accounting Professionals https://vimeo.com/745937059 Be Sure to check out our podcastBuilding the Premier Accounting Firm Visit our podcast page What people are saying Click to See more What Others Are Saying https://vimeo.com/744470223https://vimeo.com/744406762https://vimeo.com/744452058 Why wait? let’s talk NOW! give us a call +1 (435) 344 2050 ### VTS - Company II - Vertical IQ Home Industry Intelligence Vertical IQ Actionable Industry Insights Covering more than 97% of the economic revenue in the U.S. and Canada through more than 970 Industry Profiles and 3,400 local economic reports, Vertical IQ provides the latest industry-specific insights you need to speak a business owner’s language, enabling you to land more deals and keep your clients engaged. Get Started Today https://www.youtube.com/watch?v=h4CWT0ZTF88 Share Localized Industry Data Pass along local-level content such as number of business locations, population changes, and local spending GDP data to establish yourself as a trusted advisor and resource.   Adding value. Building trust. Vertical IQ’s Industry Intelligence is developed using trusted third-party and government data, ensuring timeliness and accuracy. Our risk ratings and assessments provide valuable insights into industry stability, helping advisors assess potential concerns and opportunities with confidence. Beyond data, our dedicated onboarding, training, and support team deliver unmatched post-launch guidance at no extra cost. Increase your team’s Vertical IQ Get Started Today Podcast Episode Compatible Integrations ### VTS Category - Industry Intelligence Industry Intelligence Industry Intelligence delivers relevant strategic intelligence that covers your critical business and market drivers. Home Entity Creation Premium Partner Premium Partner Custom Books Customizable online accounting. Feature-rich cloud accounting software with inventory management (Formerly AccountingSuite) EXCLUSIVE Momentum BK Discover how to leverage the Momentum Accounting Model to protect your clients from theft loss, audit risks, or overpaying/underpaying taxes. EXCLUSIVE Hurdlr An automatic business finance and mileage tracking app that keeps track of all of your clients' income streams, expenses, and tax deductions in real-time, on the go! EXCLUSIVE Elevated Exhibitor Shogo works in the cloud to move your sales data seamlessly from your Point of Sale or eCommerce Solution to your Accounting System automatically, every day. Splash Sponsor Vertical IQ provides the latest industry-specific insights you need to speak a business owner’s language, enabling you to land more deals and keep your clients engaged. Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other ### Google PMAX PTP ST Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://player.vimeo.com/video/745901457 Start YourTax Preparation Business We'll teach you the skills ANDwe'll help you get the clients! Speak with an Advisor We don't just help you start your business, we teach you the skills, then focus on helping you hit your client & income goals. We have an online course that students typically complete in 30-60 days. We give you tutors to help pass the certification exams.Afterward, we give you coaches that help you land clients. Our students typically start generating clients & revenue in 60-90 days.Your coaches are assigned to help you for up to 2 years. Students set their own business income goals. Within 8-12 months, our students typically hit their goals or are well on their way to hitting them.Sound too good to be true? It's not. It is going to take real work from you. But if you complete our course, follow our system and work with our coaches, we can make it happen. We have made this happen for thousands of students. Request an application & SPEAK TO AN ADVISOR! PMAX - PTP ST Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Submit Why take our tax preparation courses? Complete the course in just 30 days Generate your first clients and revenue in just 60 days Hit your revenue & income goals in just 8-12 months Speak to one of our Advisors today, and get ready to hit your career goals! Speak with an Advisor Still wondering? Just hear what ourstudents have to say Read the Tesimonials Can you tell me more details aboutthe tax preparation course? Offering quality tax planning and preparation services begins first and foremost with your ability to market and acquire clients.The second begins with your ability to competently do the work, offer that tax planning and preparation service with the proper skills and abilities.The third is then admittedly your ability to retain them as clients and year after year continue to service them as such.Our goal first & foremost is to invite you to officially become Professional Tax Preparer™ certified. It's here that you get the skills, the trainings, the confidence, and the certification you need to confidently offer these quality services and more importantly do so knowing that you're in business for yourself, but not by yourself, with Universal Accounting Center.As a Professional Tax Preparer (PTP), you are certified to offer quality tax planning and preparation services. Stay up to date with the latest Annual Filing Season program (AFSP) and consider also becoming an Enrolled Agent (EA) to fully support your clients and perhaps provide tax resolution services. Also check out the UAC Tax Software Registration that will help elevate your tax office efficiency. At Universal Accounting School,Our Focus is You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.We realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you tax preparationStep 2 - Helping you pass the Professional Tax Preparer Certification ExamStep 3 - Using our coaches to start your business. Then, they help you grow your business and get clients. Most students start generating revenue in 60-90 days and hit their initial target client goals in 8-12 months. COURSE OVERVIEW 217 Video Lessons Clock Hours: 67 Designed to be completed in 4 to 6 weeks Four Manuals with exclusive bonus content Online access, anywhere, anytime The opportunity to certify your skills Related Coaching & Support Speak with an Advisor Consider all the benefits oftaking this tax preparation course! Convenient, at-home learning through an all-online course Get certified in just 2-4 weeks Earn $100+ an hour Work whenever and however you want Work from home, full-time or part-time Financing available(and we help you get clients. Just 1 client can pay for the whole class) Assigned individual academic & marketing coaches Job placement assistance Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement acquisition assistance Continuing Professional Education, CPE, credits available Speak with an Advisor It's time to stop "just thinking" about it,and take the action. Why is getting certified and improving your skillsa good idea? 68% of surveyed CFO's said its challenging to find qualified candidates for their accounting firm. 51% of firms said their biggest challenge is keeping up with regulatory change. Firms are willing to pay more for employees who are up-to-date. Accountants with a specialized accounting certifications advance to positions with more responsibility within 1-2 years and to senior level positions a few years after that.Employees with a single advanced accounting certification can earn approximately 30% higher than the average industry income. Having 2 certifications can boost income to 55% higher. Training with Universal Accounting by takingour Bookkeeping Course can achieve all of that. Speak with an Advisor We make a differencein the lives of our students Speak with an Advisor This tax preparation certification programis your turn-key path to success! Tax preparer certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.Did you know, the majority of the firms that prepare tax returns are small, with less than 10 employees! You can thrive in this ever needed industry! Universal Accounting®’s Professional Tax Preparer™ certification program will teach you, line by line, how to complete individual and business returns so that you can either prepare taxes on the side or start your own tax business full-time. Many certified tax preparers make more money in the months leading up to the April 15 tax deadline than many make all year long! Every company, large or small, and all its employees, are required to file taxes. That means tax preparation skills will always be in demand.Apply for our online tax preparer certification course today and get certified as a tax professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### Google Search PTP ST Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://player.vimeo.com/video/745901457 Start YourTax Preparation Business We'll teach you the skills ANDwe'll help you get the clients! Speak with an Advisor We don't just help you start your business, we teach you the skills, then focus on helping you hit your client & income goals. We have an online course that students typically complete in 30-60 days. We give you tutors to help pass the certification exams.Afterward, we give you coaches that help you land clients. Our students typically start generating clients & revenue in 60-90 days.Your coaches are assigned to help you for up to 2 years. Students set their own business income goals. Within 8-12 months, our students typically hit their goals or are well on their way to hitting them.Sound too good to be true? It's not. It is going to take real work from you. But if you complete our course, follow our system and work with our coaches, we can make it happen. We have made this happen for thousands of students. Request an application & SPEAK TO AN ADVISOR! PTP ST Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Submit Why take our tax preparation courses? Complete the course in just 30 days Generate your first clients and revenue in just 60 days Hit your revenue & income goals in just 8-12 months Speak to one of our Advisors today, and get ready to hit your career goals! Speak with an Advisor Still wondering? Just hear what ourstudents have to say Read the Tesimonials Can you tell me more details aboutthe tax preparation course? Offering quality tax planning and preparation services begins first and foremost with your ability to market and acquire clients.The second begins with your ability to competently do the work, offer that tax planning and preparation service with the proper skills and abilities.The third is then admittedly your ability to retain them as clients and year after year continue to service them as such.Our goal first & foremost is to invite you to officially become Professional Tax Preparer™ certified. It's here that you get the skills, the trainings, the confidence, and the certification you need to confidently offer these quality services and more importantly do so knowing that you're in business for yourself, but not by yourself, with Universal Accounting Center.As a Professional Tax Preparer (PTP), you are certified to offer quality tax planning and preparation services. Stay up to date with the latest Annual Filing Season program (AFSP) and consider also becoming an Enrolled Agent (EA) to fully support your clients and perhaps provide tax resolution services. Also check out the UAC Tax Software Registration that will help elevate your tax office efficiency. At Universal Accounting School,Our Focus is You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.We realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you tax preparationStep 2 - Helping you pass the Professional Tax Preparer Certification ExamStep 3 - Using our coaches to start your business. Then, they help you grow your business and get clients. Most students start generating revenue in 60-90 days and hit their initial target client goals in 8-12 months. COURSE OVERVIEW 217 Video Lessons Clock Hours: 67 Designed to be completed in 4 to 6 weeks Four Manuals with exclusive bonus content Online access, anywhere, anytime The opportunity to certify your skills Related Coaching & Support Speak with an Advisor Consider all the benefits oftaking this tax preparation course! Convenient, at-home learning through an all-online course Get certified in just 2-4 weeks Earn $100+ an hour Work whenever and however you want Work from home, full-time or part-time Financing available(and we help you get clients. Just 1 client can pay for the whole class) Assigned individual academic & marketing coaches Job placement assistance Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement acquisition assistance Continuing Professional Education, CPE, credits available Speak with an Advisor It's time to stop "just thinking" about it,and take the action. Why is getting certified and improving your skillsa good idea? 68% of surveyed CFO's said its challenging to find qualified candidates for their accounting firm. 51% of firms said their biggest challenge is keeping up with regulatory change. Firms are willing to pay more for employees who are up-to-date. Accountants with a specialized accounting certifications advance to positions with more responsibility within 1-2 years and to senior level positions a few years after that.Employees with a single advanced accounting certification can earn approximately 30% higher than the average industry income. Having 2 certifications can boost income to 55% higher. Training with Universal Accounting by takingour Bookkeeping Course can achieve all of that. Speak with an Advisor We make a differencein the lives of our students Speak with an Advisor This tax preparation certification programis your turn-key path to success! Tax preparer certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.Did you know, the majority of the firms that prepare tax returns are small, with less than 10 employees! You can thrive in this ever needed industry! Universal Accounting®’s Professional Tax Preparer™ certification program will teach you, line by line, how to complete individual and business returns so that you can either prepare taxes on the side or start your own tax business full-time. Many certified tax preparers make more money in the months leading up to the April 15 tax deadline than many make all year long! Every company, large or small, and all its employees, are required to file taxes. That means tax preparation skills will always be in demand.Apply for our online tax preparer certification course today and get certified as a tax professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### Google PMax PTP Skill Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://player.vimeo.com/video/999705074 More than just aTax Preparation Course Not only can you get certified in 2-4 weeks online, but we will help you hit your income & career goals! Speak with an Advisor At Universal Accounting,Our Focus is on You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.At Universal Accounting, we realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you Tax PreparationStep 2 - Helping you pass the Professional Tax Preparation Certification ExamStep 3 - Giving you assistance to find a great job OR to get clients for the next 1-2 years Speak to one of our Advisors today, and get ready to hit your career goals! Take the first step to a better career: SPEAK TO AN ADVISOR! PMAX - PTP Skill Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Submit Consider all the benefits oftaking this Tax Preparation Course! Convenient, at-home learning through an all-online course Get certified in just 2-4 weeks Earn $100+ an hour Work whenever and however you want Work from home, full-time or part-time Financing available(and we help you get clients. Just 1 client can pay for the whole class) Assigned individual academic & marketing coaches Job placement assistance Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement assistance Continuing Professional Education, CPE, credits available Speak with an Advisor We make a differencein the lives of our students I am proud to be an alumni of Universal Accounting because I learned a lot from them about Bookkeeping, Tax Preparation and Quickbooks. They gave me the confidence when I finished my course and I was able to use them in my career life. Although it was an online class, the instructions and lessons were easy to understand and the teachers were very engaging and always ready to help with the lesson. I have an Associates Degree in Accounting before I enrolled in UA and taking the course with them was more fulfilling. They sent me all the materials I need and all I can say is it is money well spent. I highly recommend Universal Accounting. Universal Accounting has played a big part in my new career. The knowledge I gained from Universal Accounting has given me the confidence to take control of my future by gaining new skills in Bookkeeping, Tax and Quickbooks! The staff are very professional and are readily available to help you with any questions. Thank you Universal Accounting! Speak with an Advisor This course is your turnkey solution towardscertification & success Tax preparer certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.Did you know, the majority of the firms that prepare tax returns are small, with less than 10 employees! You can thrive in this ever needed industry! Universal Accounting®’s Professional Tax Preparer™ certification program will teach you, line by line, how to complete individual and business returns so that you can either prepare taxes on the side or start your own tax business full-time. Many certified tax preparers make more money in the months leading up to the April 15 tax deadline than many make all year long! Every company, large or small, and all its employees, are required to file taxes. That means tax preparation skills will always be in demand.Apply for our online tax preparer certification course today and get certified as a tax professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### Google PMax PB ST Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://player.vimeo.com/video/745901395 Start Your Bookkeeping Business We'll teach you the skills ANDwe'll help you get the clients! Speak with an Advisor We don't just help you start your business, we teach you the skills, then focus on helping you hit your client & income goals. We have an online course that students typically complete in 30-60 days. We give you tutors to help pass the certification exams.Afterward, we give you coaches that help you land clients. Our students typically start generating clients & revenue in 60-90 days.Your coaches are assigned to help you for up to 2 years. Students set their own business income goals. Within 8-12 months, our students typically hit their goals or are well on their way to hitting them.Sound too good to be true? It's not. It is going to take real work from you. But if you complete our course, follow our system and work with our coaches, we can make it happen. We have made this happen for thousands of students. Request an application & SPEAK TO AN ADVISOR! PMAX - PB ST Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Submit Why take our bookkeeping courses? Complete the course in just 30 days Generate your first clients and revenue in just 60 days Hit your revenue & income goals in just 8-12 months Speak to one of our Advisors today, and get ready to hit your career goals! Speak with an Advisor Still wondering? Just hear what ourstudents have to say Read the Tesimonials Can you tell me more details aboutthe bookkeeping course? To get started working with clients, you really need 3 key capabilities: To get started working with clients, you really need three key capabilities:The ability to comfortably communicate with clients and explain each step of the accounting process.Your ability as an accountant or bookkeeper. This is the work of preparing monthly reports for the client to use in running their business.The ability to use software to generate these reports in a timely fashion.Those three things are ultimately what your clients are looking for to operate their small business efficiently. Universal Accounting Center’s online bookkeeping training will set you up to confidently and competently offer these three abilities to your clients and start earning profits as an Accountrepreneur yourself. At Universal Accounting School,Our Focus is You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.We realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you bookkeepingStep 2 - Helping you pass the Professional Bookkeeping Certification ExamStep 3 - Using our coaches to start your business. Then, they help you grow your business and get clients. Most students start generating revenue in 60-90 days and hit their initial target client goals in 8-12 months. COURSE OVERVIEW 81 Video Lessons Clock Hours: 60 Designed to be completed in 4 to 6 weeks Four Manuals with exclusive bonus content Online access, anywhere, anytime The opportunity to certify your skills Related Coaching & Support Speak with an Advisor Consider all the benefits oftaking this bookkeeping certification course! Convenient, at-home learning through an all-online course Get certified in just 2-6 weeks Earn $100+ an hour Potential to work whenever and however you want Potential to work from home, full-time or part-time Financing available Assigned individual academic & marketing coaches Job placement assistance (if desired) Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement acquisition assistance Continuing Professional Education, CPE, credits available Speak with an Advisor It's time to stop "just thinking" about it,and take the action. Why is getting certified and improving your skillsa good idea? 68% of surveyed CFO's said its challenging to find qualified candidates for their accounting firm. 51% of firms said their biggest challenge is keeping up with regulatory change. Firms are willing to pay more for employees who are up-to-date. Accountants with a specialized accounting certifications advance to positions with more responsibility within 1-2 years and to senior level positions a few years after that.Employees with a single advanced accounting certification can earn approximately 30% higher than the average industry income. Having 2 certifications can boost income to 55% higher. Training with Universal Accounting by takingour Bookkeeping Course can achieve all of that. Speak with an Advisor We make a differencein the lives of our students Speak with an Advisor This bookkeeping certification program isyour turn-key path to success! Bookkeeping certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.If you have the drive to start a bookkeeping business, or to land a job as a bookkeeper for an employer, we have a proven course for you. Our courses have everything to teach you & get you certified, and our program can even get you your first clients! Not only that, but everything you need is completely available online! In accounting, the Professional Bookkeeper™ designation represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses. If you’re looking to become a bookkeeping professional who specializes in small to mid-sized businesses, or you’re interested in earning the credentials it takes to advance in your current career, you owe it to yourself to check out Professional Bookkeeper Certification. This online program was created for your success. You’ll also have an assigned Marketing Coach for 1-2 years to support you, whether that is helping advance your career or even growing your own practice.Apply for our online bookkeeping certification course today and get certified as a bookkeeping professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### Google PMax PB Skill Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://vimeo.com/906114818 More than just a Bookkeeping Certification Course Not only can you get certified in 2-4 weeks online, but we will help you hit your income & career goals! Speak with an Advisor At Universal Accounting,Our Focus is on You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.At Universal Accounting, we realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you bookkeeping & accountingStep 2 - Helping you pass the Professional Bookkeeper Certification ExamStep 3 - Giving you assistance to find a great job OR to get clients for the next 1-2 years Speak to one of our Advisors today, and get ready to hit your career goals! Take the first step to a better career: SPEAK TO AN ADVISOR! PMAX - PB Skill Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Submit Consider all the benefits oftaking this bookkeeping course! Convenient, at-home learning through an all-online course Get certified in just 2-4 weeks Earn $100+ an hour Work whenever and however you want Work from home, full-time or part-time Financing available(and we help you get clients. Just 1 client can pay for the whole class) Assigned individual academic & marketing coaches Job placement assistance Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement assistance Continuing Professional Education, CPE, credits available Speak with an Advisor We make a differencein the lives of our students LOVE UAC. They really do have THE best accounting education. The biggest benefit I've received is the knowledge I've gained to be an asset, as an accountant, for a company ultimately leading me to be a CFO for a multi-million real estate brokerage! UAC has a huge, if not the biggest, part in my successful career as an accountant!--Arleigh Cortez This is a one of a kind and outstanding program. I have a four year accounting degree and graduated with a GPA of 3.98 and learned and understood more about accounting from this bookkeeping program than from college. The owner of the first public accounting firm I worked for told me I was lightyears ahead of any college graduate she had ever seen. This is practical and real world accounting for businesses. I later became a partner in a firm and now am in my own practice. All the info and tools you need to succeed are here.--Frank Jolly Speak with an Advisor This bookkeeping certification program isyour turn-key path to success! Bookkeeping certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.If you have the drive to start a bookkeeping business, or to land a job as a bookkeeper for an employer, we have a proven course for you. Our courses have everything to teach you & get you certified, and our program can even get you your first clients! Not only that, but everything you need is completely available online! In accounting, the Professional Bookkeeper™ designation represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses. If you’re looking to become a bookkeeping professional who specializes in small to mid-sized businesses, or you’re interested in earning the credentials it takes to advance in your current career, you owe it to yourself to check out Professional Bookkeeper Certification. This online program was created for your success. You’ll also have an assigned Marketing Coach for 1-2 years to support you, whether that is helping advance your career or even growing your own practice.Apply for our online bookkeeping certification course today and get certified as a bookkeeping professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### Google Search PTP Skill Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://player.vimeo.com/video/999705074 More than just aTax Preparation Course Not only can you get certified in 2-4 weeks online, but we will help you hit your income & career goals! Speak with an Advisor At Universal Accounting,Our Focus is on You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.At Universal Accounting, we realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you Tax PreparationStep 2 - Helping you pass the Professional Tax Preparation Certification ExamStep 3 - Giving you assistance to find a great job OR to get clients for the next 1-2 years Speak to one of our Advisors today, and get ready to hit your career goals! Take the first step to a better career: SPEAK TO AN ADVISOR! PTP Skill Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit Consider all the benefits oftaking this Tax Preparation Course! Convenient, at-home learning through an all-online course Get certified in just 2-4 weeks Earn $100+ an hour Work whenever and however you want Work from home, full-time or part-time Financing available(and we help you get clients. Just 1 client can pay for the whole class) Assigned individual academic & marketing coaches Job placement assistance Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement assistance Continuing Professional Education, CPE, credits available Speak with an Advisor We make a differencein the lives of our students I am proud to be an alumni of Universal Accounting because I learned a lot from them about Bookkeeping, Tax Preparation and Quickbooks. They gave me the confidence when I finished my course and I was able to use them in my career life. Although it was an online class, the instructions and lessons were easy to understand and the teachers were very engaging and always ready to help with the lesson. I have an Associates Degree in Accounting before I enrolled in UA and taking the course with them was more fulfilling. They sent me all the materials I need and all I can say is it is money well spent. I highly recommend Universal Accounting. Universal Accounting has played a big part in my new career. The knowledge I gained from Universal Accounting has given me the confidence to take control of my future by gaining new skills in Bookkeeping, Tax and Quickbooks! The staff are very professional and are readily available to help you with any questions. Thank you Universal Accounting! Speak with an Advisor This course is your turnkey solution towardscertification & success Tax preparer certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.Did you know, the majority of the firms that prepare tax returns are small, with less than 10 employees! You can thrive in this ever needed industry! Universal Accounting®’s Professional Tax Preparer™ certification program will teach you, line by line, how to complete individual and business returns so that you can either prepare taxes on the side or start your own tax business full-time. Many certified tax preparers make more money in the months leading up to the April 15 tax deadline than many make all year long! Every company, large or small, and all its employees, are required to file taxes. That means tax preparation skills will always be in demand.Apply for our online tax preparer certification course today and get certified as a tax professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### VTS - Company TTT - busybusy Home Time Tracking Tools busybusy Voted the #1 Time Tracking app by Both Field and Office Employees Payroll headaches and time card disagreements are finally over. busybusy is the easy-to-use, GPS Time Tracking App built for contractors to improve time tracking, equipment tracking and job costing. Process payroll in half the time while improving the accuracy of time card data coming from the field. Click Here to Create a Free Trial Account! Capture Time Tracking, Job Costing & Work Accomplished in One Easy to Use Software Field employees can track labor, materials, heavy equipment, and safety data, all within an easy-to-use mobile app. Jobsite data is organized by project and instantly available to your team, allowing you to see what’s going on anytime, anywhere. Easily gather the data you need for accurate job costing and estimating. Customizable daily sign-in questions allow flexibility when gathering information from the field, while daily sign-offs focus on decreasing your liability by capturing safety reporting, break compliance, and time accuracy. busybusy also increases payroll accuracy while significantly decreasing payroll processing time. Share documents to projects, download daily project reports, and monitor jobsite progress in real time. Flexible time tracking allows time entry submissions by individual employees, supervisors, or from a designated kiosk device. Robust GPS functionality allows breadcrumbing, location-based reminders, and on-site verification. Sharing jobsite data with office staff and project owners has never been easier. Voted #1 by employees for reliability and ease of use, busybusy’s user-friendly app makes it incredibly simple to implement in the field and to integrate with accounting, estimating, payroll, and project management software. https://youtu.be/TCzQNieDoe4 The App Construction Companies Need Whether you are looking for better data collection, streamlined communication, or improved safety processes, busybusy has you covered! busybusy simplifies construction safety with built-in solutions for Incidents, Observations, JSAs, and Training; these tools help you stay compliant and keep crews safe without extra effort (safety isn’t just important—it’s essential.) The easy-to-use and reliable mobile time tracking app allows your team to gather actionable data in real-time with the click of a button, eliminating manual timesheets, reducing errors and increasing profitability. Oh and with busybusy you can also manage schedules, send messages to your team, capture photos and videos, store documents and generate field reports – Yeah it’s that cool. Check Us Out Today! Click Here to Create a Free Trial Account! Podcast Episode Compatible Integrations ### Google Search PB ST Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://player.vimeo.com/video/745901395 Start Your Bookkeeping Business We'll teach you the skills ANDwe'll help you get the clients! Speak with an Advisor We don't just help you start your business, we teach you the skills, then focus on helping you hit your client & income goals. We have an online course that students typically complete in 30-60 days. We give you tutors to help pass the certification exams.Afterward, we give you coaches that help you land clients. Our students typically start generating clients & revenue in 60-90 days.Your coaches are assigned to help you for up to 2 years. Students set their own business income goals. Within 8-12 months, our students typically hit their goals or are well on their way to hitting them.Sound too good to be true? It's not. It is going to take real work from you. But if you complete our course, follow our system and work with our coaches, we can make it happen. We have made this happen for thousands of students. Request an application & SPEAK TO AN ADVISOR! PB ST Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Submit Why take our bookkeeping courses? Complete the course in just 30 days Generate your first clients and revenue in just 60 days Hit your revenue & income goals in just 8-12 months Speak to one of our Advisors today, and get ready to hit your career goals! Speak with an Advisor Still wondering? Just hear what ourstudents have to say Read the Tesimonials Can you tell me more details aboutthe bookkeeping course? To get started working with clients, you really need 3 key capabilities: To get started working with clients, you really need three key capabilities:The ability to comfortably communicate with clients and explain each step of the accounting process.Your ability as an accountant or bookkeeper. This is the work of preparing monthly reports for the client to use in running their business.The ability to use software to generate these reports in a timely fashion.Those three things are ultimately what your clients are looking for to operate their small business efficiently. Universal Accounting Center’s online bookkeeping training will set you up to confidently and competently offer these three abilities to your clients and start earning profits as an Accountrepreneur yourself. At Universal Accounting School,Our Focus is You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.We realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you bookkeepingStep 2 - Helping you pass the Professional Bookkeeping Certification ExamStep 3 - Using our coaches to start your business. Then, they help you grow your business and get clients. Most students start generating revenue in 60-90 days and hit their initial target client goals in 8-12 months. COURSE OVERVIEW 81 Video Lessons Clock Hours: 60 Designed to be completed in 4 to 6 weeks Four Manuals with exclusive bonus content Online access, anywhere, anytime The opportunity to certify your skills Related Coaching & Support Speak with an Advisor Consider all the benefits oftaking this bookkeeping certification course! Convenient, at-home learning through an all-online course Get certified in just 2-6 weeks Earn $100+ an hour Potential to work whenever and however you want Potential to work from home, full-time or part-time Financing available Assigned individual academic & marketing coaches Job placement assistance (if desired) Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement acquisition assistance Continuing Professional Education, CPE, credits available Speak with an Advisor It's time to stop "just thinking" about it,and take the action. Why is getting certified and improving your skillsa good idea? 68% of surveyed CFO's said its challenging to find qualified candidates for their accounting firm. 51% of firms said their biggest challenge is keeping up with regulatory change. Firms are willing to pay more for employees who are up-to-date. Accountants with a specialized accounting certifications advance to positions with more responsibility within 1-2 years and to senior level positions a few years after that.Employees with a single advanced accounting certification can earn approximately 30% higher than the average industry income. Having 2 certifications can boost income to 55% higher. Training with Universal Accounting by takingour Bookkeeping Course can achieve all of that. Speak with an Advisor We make a differencein the lives of our students Speak with an Advisor This bookkeeping certification program isyour turn-key path to success! Bookkeeping certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.If you have the drive to start a bookkeeping business, or to land a job as a bookkeeper for an employer, we have a proven course for you. Our courses have everything to teach you & get you certified, and our program can even get you your first clients! Not only that, but everything you need is completely available online! In accounting, the Professional Bookkeeper™ designation represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses. If you’re looking to become a bookkeeping professional who specializes in small to mid-sized businesses, or you’re interested in earning the credentials it takes to advance in your current career, you owe it to yourself to check out Professional Bookkeeper Certification. This online program was created for your success. You’ll also have an assigned Marketing Coach for 1-2 years to support you, whether that is helping advance your career or even growing your own practice.Apply for our online bookkeeping certification course today and get certified as a bookkeeping professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### VTS Category - Time Tracking Tools Time Tracking Tools These tools let you and your clients track how much time is spent on different tasks or projects. For bookkeepers, they’re especially useful if you bill clients by the hour or want to analyze where your time goes. Good tracking leads to better billing and time management. < Tour The Next Category Home Time Tracking Tools Premium Partner Premium Partner Custom Books Customizable online accounting. Feature-rich cloud accounting software with inventory management (Formerly AccountingSuite) EXCLUSIVE Momentum BK Discover how to leverage the Momentum Accounting Model to protect your clients from theft loss, audit risks, or overpaying/underpaying taxes. EXCLUSIVE Hurdlr An automatic business finance and mileage tracking app that keeps track of all of your clients' income streams, expenses, and tax deductions in real-time, on the go! EXCLUSIVE Elevated Exhibitor Shogo works in the cloud to move your sales data seamlessly from your Point of Sale or eCommerce Solution to your Accounting System automatically, every day. Splash Sponsor busybusy is the easy-to-use, GPS Time Tracking App built for contractors to improve time tracking, equipment tracking and job costing. Process payroll in half the time while improving the accuracy of time card data coming from the field. Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Business Banking Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Business Banking Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other ### VTS - Company CAS - The CFO Project Home Client Advisory Services The CFO Project A Done-With-You Mentorship Program for Experienced Accountants & Bookkeepers The CFO Project will provide you training, systems, tools, a community and real mentorship so you can offer a CFO Advisory service to grow your practice and increase your income without sacrificing more time. Find Out More About The CFO Project https://player.vimeo.com/video/812417693?autoplay=1&loop=0 Become a CFO Advisor Almost every business owner is looking for someone who can help them have a growing and successful business. To do that, they need the help of someone who understands financial strategy (a CFO) and someone who can get a business owner to take action on the right things (an advisor). https://player.vimeo.com/video/626595340?h=7a16bcd12b&badge=0&autopause=0&player_id=0&app_id=58479 Why You Should Join The CFO Project We are an done-with-you mentorship program made up of over 450 CPAs, accountants, bookkeepers and other financial professionals who have a passion for helping business owners have a growing and successful business. We'll show you how to add (or start) a CFO Advisory service so you can command higher fees, have recurring revenue and have a bigger impact on your clients' lives. Find Out More About The CFO Project Find Out More About The CFO Project Podcast Episode https://player.vimeo.com/video/961401302?h=https://vimeo.com/961401302?share=copy&autoplay=1&loop=0 Compatible Integrations ### VTS - Company CAS - Dope CFO Home Client Advisory Services Dope CFO The leader in Cannabis/Hemp Accounting, Tax & CFO Service Training We are the industry leader teaching CPAs, EAs, Accountants & Bookkeepers how to quickly enter the Cannabis and Hemp Industry. Special discount for Universal What's Included Training & Education, a complete course of "VIP" knowledge in under 90 days, including over 100 hours of video Complete, Proven Marketing System for landing high paying Cannabis/CBD Clients (including live calls every Tuesday with me and my marketing agency to help you land client #1 quickly) Plug & Play, "Firm in a Box" for World Class Client Service with over 100 Tools, Workpapers, System, Templates so you can deliver a “Top Shelf Product” with “White Glove Service” to your clients Community of Experts: almost 400 CPAs, EAs, CFOs, Attorneys, Bookkeepers, Expert Marketing Team so you and/or your clients can get answers when you need them, share work, be part of a digital badge program, to ensure you can build a 100% remote, national $6 or $7 Figure firm quickly! Our network is #1 in the US right now, including AICPA backing (we teach their CPE and plan their canna conferences) and even the national firms can’t touch us! We do a couple of live calls a week and are active in our FB group 24/7! (Note: this part 4, VIP Community is free for 30 days and then $149/month after day 30 and you can cancel it at any time) Plus: many free bonuses such as our 7-hour marketing workshop with my world-class marketing team, and my recap of the entire 2020 for AICPA cannabis conference Join the Fastest Growing Niche in the US The time is now to get involved. Cannabis is moving off Schedule 1 as defined by the DEA (hard core drugs are here like heroin and LSD) to Schedule 3 (real medicines, like tylenol with codeine, testosterone, steroid shots, etc.). https://youtu.be/TCzQNieDoe4 Learn more Now! Special discount for Universal Podcast Episode ### VTS - Company M - Accounting Referrals Galore     Home Marketing Accounting Referrals Galore Accounting Referrals Galore! Do what you LOVE to do! This is a membership-only community where accounting professionals connect to exchange referrals, benefiting both parties with shared revenue Click here to fill out our Interest Form https://youtu.be/TCzQNieDoe4 Save your marketing funds and connect with other professionals You are exceptional! Maybe not at everything accounting related, but definitely at something. And in today's accounting world, it pays to be a specialist in one thing, not a jack of all trades. This community allows you to focus on what you LOVE to do and connect with other accounting professionals to outsource the work you don't to someone who does. Plus, when you provide referrals, you have the opportunity to earn passive income from them via a "finders fee." https://youtu.be/TCzQNieDoe4 Join Accounting Referrals Galore Today and start connecting and earning passive income too! Come join our community today and start connecting with colleagues who will have your back! Not only can you offload some work you don't want, but you can find the work you LOVE. And....you can possibly even earn passive income from your referrals to others. Join the community and start connecting today! Click here to fill out our Interest Form Compatible Integrations ### VTS - Company CAS - TOA Global Home Accounting Systems/Software Tools TOA Global Break Free from the Daily Grind If you’re like most accounting or bookkeeping firm owners, you’re probably doing it all—working with clients, managing your books, answering emails, and developing your business strategy. TOA Global specializes in freeing firm leaders from the shackles of routine work by building offshore teams of accounting experts based in the Philippines. Book a FREE Consultation https://vimeo.com/1003426152/4b652a4ef2?&login=true Reclaim Your Time to Focus on High-Impact Work With an army of elite, job-ready professionals, we help firms of all sizes increase capacity and improve efficiency while enabling leadership and onshore teams to focus on business-critical and revenue-generating work. https://www.youtube.com/watch?v=DatxsjBVs-4 The Talent Solutions Provider Trusted by Firms & Loved by Professionals Accounting and bookkeeping firms worldwide rely on TOA Global to find and retain highly skilled talent, helping them build capacity, increase profitability, and create more time for better work-life balance. Make onshore growth possible with proven offshore solutions. Choose the TOA way! Unleash Your Firm's Potential & Build Your Global Team Today! Book a FREE Consultation Compatible Integrations ### VTS - Company ASST - Knowify Home Accounting Systems/Software Tools Knowify Your QuickBooks Construction Solution Business management software for Trade Contractors. Two-way integration with QuickBooks Online, Payroll, Time, and Payments. Manage Projects, service work, teams, and finances in one platform. SCHEDULE A DEMO https://www.youtube.com/watch?v=MsMBF6RIGus Fill the gaps in QuickBooks Online Knowify was built from the ground up to complement QuickBooks Online. Your team can work in either platform, and everyone sees the same data in real-time. Take every job from start to finish in one platform with: Estimates, proposals, & contracts Project management, change orders, and job costing Progress billing and AIA-invoicing, with built-in payment processing Real-time WIP reporting, Budgets VS Actuals, and Project-based P&L Scheduling, time tracking, and task management Manage purchases, vendor bills, and invoices in one place, and sync directly with QuickBooks in real-time. Knowify also integrates with Intuit Enterprise Suite and QuickBooks Desktop ?https://www.youtube.com/watch?v=F_AHB21sgqY We are accountant-friendly There's a reason Knowify is one of the very few 'accountant-approved' apps on the Intuit Apps.com marketplace. Knowify makes it easy to get accurate, up-to-date client data without painful conversations or delays, and offers a number of accountant programs for you to pass on special benefits to your clients.Schedule time with Knowify, and see the difference it can make for your clients and your practice today! Learn more about Knowify SCHEDULE A DEMO Podcast Episode https://www.youtube.com/watch?v=GyQFIxTtffg ### Google Search PB Skill Training leaders in Accounting, Tax Preparation & Bookkeeping for over 40 yearshttps://vimeo.com/906114818 More than just a Bookkeeping Certification Course Not only can you get certified in 2-4 weeks online, but we will help you hit your income & career goals! Speak with an Advisor At Universal Accounting,Our Focus is on You Most other companies just want you to sign-up and pay for their course. You get certified, and that's it.At Universal Accounting, we realize that's not what you want. You want to earn more money, make your own hours, and create a better life and career for yourself. We can get you there because our program does the following: Step 1 - Teaching you bookkeeping & accountingStep 2 - Helping you pass the Professional Bookkeeper Certification ExamStep 3 - Giving you assistance to find a great job OR to get clients for the next 1-2 years Speak to one of our Advisors today, and get ready to hit your career goals! Take the first step to a better career: SPEAK TO AN ADVISOR! PB Skill Please provide the following information and check all boxes that apply First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone * -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Solve: * Submit First Name * Invalid value Last Name * Invalid value Email * Invalid value Phone * ### - ### - #### Invalid value TimeZone -Select- Pacific (US) Mountain (US) Central (US) Eastern (US) Hawaii (US) Alaska (US) Midway Island, Samoa Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland Invalid value I agree for Universal Accounting Center (UAC) to contact me regarding my inquiry and to follow up from time to time with program and offering updates and/or enrollment if I so choose, as detailed in their Privacy Policy. Confirm your preferred method by clicking the button below to receive updates and other related information from us. * You can unsubscribe anytime I agree to receive any of the below By checking this box, I agree to receive emails from UAC. By checking this box, I agree to receive SMS texts from UAC. By checking this box I agree to receive phone calls from UAC. Invalid value Submit Consider all the benefits oftaking this bookkeeping course! Convenient, at-home learning through an all-online course Get certified in just 2-4 weeks Earn $100+ an hour Work whenever and however you want Work from home, full-time or part-time Financing available(and we help you get clients. Just 1 client can pay for the whole class) Assigned individual academic & marketing coaches Job placement assistance Be in demand for your skills, set yourself apart from non-certified competitor Marketing & career advancement assistance Continuing Professional Education, CPE, credits available Speak with an Advisor We make a differencein the lives of our students LOVE UAC. They really do have THE best accounting education. The biggest benefit I've received is the knowledge I've gained to be an asset, as an accountant, for a company ultimately leading me to be a CFO for a multi-million real estate brokerage! UAC has a huge, if not the biggest, part in my successful career as an accountant!--Arleigh Cortez This is a one of a kind and outstanding program. I have a four year accounting degree and graduated with a GPA of 3.98 and learned and understood more about accounting from this bookkeeping program than from college. The owner of the first public accounting firm I worked for told me I was lightyears ahead of any college graduate she had ever seen. This is practical and real world accounting for businesses. I later became a partner in a firm and now am in my own practice. All the info and tools you need to succeed are here.--Frank Jolly Speak with an Advisor This bookkeeping certification program isyour turn-key path to success! Bookkeeping certification has never been more readily available than through our course. Everything you need is completely available online! Not only that, but it's very affordable and well worth the investment.If you have the drive to start a bookkeeping business, or to land a job as a bookkeeper for an employer, we have a proven course for you. Our courses have everything to teach you & get you certified, and our program can even get you your first clients! Not only that, but everything you need is completely available online! In accounting, the Professional Bookkeeper™ designation represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses. If you’re looking to become a bookkeeping professional who specializes in small to mid-sized businesses, or you’re interested in earning the credentials it takes to advance in your current career, you owe it to yourself to check out Professional Bookkeeper Certification. This online program was created for your success. You’ll also have an assigned Marketing Coach for 1-2 years to support you, whether that is helping advance your career or even growing your own practice.Apply for our online bookkeeping certification course today and get certified as a bookkeeping professional! If you want to make $100,000+ a year, or just $1,000-$2,000 extra a month in part-time income, we can get you there. Speak with an Advisor Copyright ©  - Universal Accounting School ### VTS - Company M - Leaders Online Home Marketing Leaders Online Increase Your Impact, Influence, and Income Leaders Online helps accountants become industry leaders through social media management, podcasting, paid ads, and fractional CMO services. Our proven strategies drive engagement, authority, and revenue growth.. https://youtu.be/TCzQNieDoe4 Comprehensive Digital Marketing Solutions for Accountants From social media management, podcast production, and paid advertising to website design, SEO, and content writing — our tailored solutions ensure your firm stands out and thrives online. Comprehensive Digital Marketing Solutions for Accountants From social media management, podcast production, and paid advertising to website design, SEO, and content writing — our tailored solutions ensure your firm stands out and thrives online. Your Next Step to Digital Domination Ready to elevate your firm’s online presence? Join the accountants already thriving with Leaders Online. Visit www.leaders-online.com to explore how we can transform your influence, impact, and income. Are you ready? CLICK HERE TO GET STARTED Compatible Integrations ### VTS - Company M - Officially Social Home Marketing Officially Social Social Media Management For Small Businesses Officially Social is a social media management agency for small businesses. We help our clients with everything from content creation to scheduling and engagement. Clients are treated individually with custom content and a dedicated account manager for truly personalized service. We manage Facebook, Instagram, LinkedIn, X, TikTok, and Pinterest. https://vimeo.com/1041848956 Content Calendar Subscriptions For Small Budgets Want a cost-effective content solution? We offer a content calendar subscription service for accountants/bookkeepers that provides complete posts including images, videos, captions, and hashtags. Content Writing For A Complete Online Presence Our team is also made up of experienced copywriters. We offer blogging and newsletter services, along with website copywriting and editing. Need your LinkedIn profile polished up? We do that, too. We work hard to provide each client with a customized plan for an ideal online presence for their business. Content Calendar Subscription Service for Accountants and Bookkeepers CLICK HERE TO SIGN UP Compatible Integrations ### VTS Category - Marketing Marketing Tools, techniques, or strategies used to help develop, improve, andpromote a business's products and services Home Marketing Premium Partner Premium Partner Custom Books Customizable online accounting. Feature-rich cloud accounting software with inventory management (Formerly AccountingSuite) EXCLUSIVE Momentum BK Discover how to leverage the Momentum Accounting Model to protect your clients from theft loss, audit risks, or overpaying/underpaying taxes. EXCLUSIVE Hurdlr An automatic business finance and mileage tracking app that keeps track of all of your clients' income streams, expenses, and tax deductions in real-time, on the go! EXCLUSIVE Elevated Exhibitor keepful® is marketing automation for bookkeepers and accountants, by bookkeepers and accountants. keepful® automates marketing so that you can focus on breakthrough work. If you'd rather crunch numbers than manage campaigns and set up software, keepful® is for you! Stop gambling on referrals. Start growing your firm with a system that actually works. Growing your firm doesn’t have to be hard. Just ask Shaun --he added over $125K in new revenue in just 49 days, with zero referrals. Splash Sponsor Leaders Online helps accountants become industry leaders through social media management, podcasting, paid ads, and fractional CMO services. Our proven strategies drive engagement, authority, and revenue growth. Officially Social is a social media management agency for small businesses. We help our clients with everything from content creation to scheduling and engagement. PostcardMania creates custom direct mail marketing campaigns based on proven industry results. They have experience working with many tax and accounting companies who are looking to grow their business and increase annual revenue. This is a membership-only community where accounting professionals connect to exchange referrals, benefiting both parties with shared revenue. If you’re a growing CPA firm stuck in referral roulette, we'll help you build a predictable pipeline for advisory clients. Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Business Banking Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Business Banking Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other ### VTS Category - Client Advisory Services Client Advisory Services A comprehensive approach taken by financial firms to handle various facets of a client's financial and accounting work. A robust CAS practice can streamline processes, increase accuracy, and provide advisory services for business growth Home Client Advisory Services Premium Partner Premium Partner Custom Books Customizable online accounting. Feature-rich cloud accounting software with inventory management (Formerly AccountingSuite) EXCLUSIVE Momentum BK Discover how to leverage the Momentum Accounting Model to protect your clients from theft loss, audit risks, or overpaying/underpaying taxes. EXCLUSIVE Hurdlr An automatic business finance and mileage tracking app that keeps track of all of your clients' income streams, expenses, and tax deductions in real-time, on the go! EXCLUSIVE Elevated Exhibitor Take your advisory skills to the next level with Cash Flow Mike’s membership packages. Get exclusive access to techniques and tools designed to find hidden cash, increase profits, and build stronger client relationships. Splash Sponsor TOA Global specializes in freeing firm leaders from the shackles of routine work by building offshore teams of accounting experts based in the Philippines. We are the industry leader teaching CPAs, EAs, Accountants & Bookkeepers how to quickly enter the Cannabis and Hemp Industry. The CFO Project will provide you training, systems, tools, a community and real mentorship so you can offer a CFO Advisory service to grow your practice and increase your income without sacrificing more time. The services that provide you additional revenue streams and makes you the Go-To accountant in your community and sphere of influence Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Business Banking Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Business Banking Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other ### VTS - Company M - PostcardMania Home Marketing PostcardMania PostcardMania offers Direct Mail combined with multi-channel marketing PostcardMania creates custom direct mail marketing campaigns based on proven industry results. They have experience working with many tax and accounting companies, just like you, who are looking to grow their business and increase annual revenue. https://vimeo.com/982111375 Services Include: Postcards in sizes 4.25x6, 6x8.5 and 6x11 inches Custom postcard design Mailing list acquisition Mailing services with discounted postage rates Multi-channel marketing with Google, Facebook, Instagram, and more! Why use PostcardMania? We are the only results driven direct mail marketing company out there. After creating campaigns for 121,483 customers, we became laser-focused on generating the best results and return on investment for our clients’ marketing campaigns. We obsess over every detail of what design elements create the best response, what mailing lists are the most responsive, and what frequency of mailing generates the best response. Are You Ready to Start Your Direct Mail Campaign? CLICK HERE TO GET STARTED or contact PostcardMania at: 1-888-241-0850 Compatible Integrations ### VTS - Company EC - Prime Corporate Services Home Entity Creation Prime Corporate Services Prime Corporate Services Form Your Entity | Prepare for Taxes | Build Credit for Your Business | Plan Your Estate https://vimeo.com/1035422859 What Does Prime Corporate Services Do? PRIME Corporate Services was founded with the goal to help entrepreneurs, investors, traders, and small business owners. We’re here to increase resources and support to businesses struggling to scale due to debt, insufficient tax knowledge, and inadequate entity structures. https://vimeo.com/1035422859 What Does Prime Corporate Services Do? PRIME Corporate Services was founded with the goal to help entrepreneurs, investors, traders, and small business owners. We’re here to increase resources and support to businesses struggling to scale due to debt, insufficient tax knowledge, and inadequate entity structures. Ready to get started? Schedule a Call Compatible Integrations ### VTS - Company WT - BotDoc Home Workflow Tools BotDoc Welcome! Our latest single-step data transfer solution. What does Botdoc do? Botdoc is transporting data, documents, and transactions with end-to-end encryption without a need for pins, passwords, logins, accounts, apps, or software to download. https://youtu.be/TCzQNieDoe4 What does Botdoc do? Botdoc is transporting data, documents, and transactions with end-to-end encryption without a need for pins, passwords, logins, accounts, apps, or software to download. Need more Information? Schedule a Meeting? Compatible Integrations ### VTS - Company OATS - 3E Support Home Outsourced Accounting and Tax Services 3E Support Welcome to 3E Support Delivering Outsourcing Excellence to Empower Your Business and Elevate Communities What is 3E Support? 3E Support is a Pakistan-based outsourcing company specializing in bookkeeping services. Founded with a mission to bring justice and dignity to employees, we prioritize creating meaningful opportunities for the country’s youth who face challenges in finding decent jobs. Our commitment to employees is unmatched—we pay 40% above the industry average and maintain an employee turnover rate of less than 5%, setting new benchmarks in the industry. By fostering a culture of fairness and care, we aim to lead by example and change the outsourcing landscape in Pakistan. https://youtu.be/TCzQNieDoe4 Why Do You Need 3E Support? At 3E Support, we believe in driving success for our clients while making a positive social impact. Partner with us to experience excellence powered by a motivated and empowered workforce. We have a dedicated workforce of 50+ qualified bookkeepers that can handle 10,000+ accounts per month. Looking for a team of qualified bookeepers to outsource your work to without compromizing your quality and saving tons of $, then we are your trusted partners! Let's Chat Click Here To Proceed Compatible Integrations ### VTS Category - Outsourced Accounting and Tax Services Outsourced Accounting and Tax Services Outsourced accounting is when a business hires a third party (outside of their company) to complete the accounting function and finance function of the organization Home Outsourced Accounting and Tax Services Premium Partner Premium Partner Custom Books Customizable online accounting. Feature-rich cloud accounting software with inventory management (Formerly AccountingSuite) EXCLUSIVE Momentum BK Discover how to leverage the Momentum Accounting Model to protect your clients from theft loss, audit risks, or overpaying/underpaying taxes. EXCLUSIVE Hurdlr An automatic business finance and mileage tracking app that keeps track of all of your clients' income streams, expenses, and tax deductions in real-time, on the go! EXCLUSIVE Elevated Exhibitor Shogo works in the cloud to move your sales data seamlessly from your Point of Sale or eCommerce Solution to your Accounting System automatically, every day. Splash Sponsor 3E Support is a Pakistan-based outsourcing company specializing in bookkeeping services. Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other ### VTS Category - Additional Accounting Training Courses Additional Accounting Training Courses Accounting software helps businesses streamline and automate finance management processes, ensuring accurate records and increasing operational efficiency across recurring processes such as invoicing and reconciliation. Home Additional Accounting Training Courses Premium Partner Custom Books Customizable online accounting. Feature-rich cloud accounting software with inventory management (Formerly AccountingSuite) EXCLUSIVE Momentum BK Discover how to leverage the Momentum Accounting Model to protect your clients from theft loss, audit risks, or overpaying/underpaying taxes. EXCLUSIVE Hurdlr An automatic business finance and mileage tracking app that keeps track of all of your clients' income streams, expenses, and tax deductions in real-time, on the go! EXCLUSIVE Elevated Exhibitor Shogo works in the cloud to move your sales data seamlessly from your Point of Sale or eCommerce Solution to your Accounting System automatically, every day. Splash Sponsor Whether you're seeking to improve your software proficiency or transform your business practices, Royalwise Solutions is your go-to resource for advanced, accessible, and adaptable online education. Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other ### VTS Category - Workflow Tools Workflow Tools Accounting software helps businesses streamline and automate finance management processes, ensuring accurate records and increasing operational efficiency across recurring processes such as invoicing and reconciliation. Home Workflow Tools Premium Partner Premium Partner Custom Books Customizable online accounting. Feature-rich cloud accounting software with inventory management (Formerly AccountingSuite) EXCLUSIVE Momentum BK Discover how to leverage the Momentum Accounting Model to protect your clients from theft loss, audit risks, or overpaying/underpaying taxes. EXCLUSIVE Hurdlr An automatic business finance and mileage tracking app that keeps track of all of your clients' income streams, expenses, and tax deductions in real-time, on the go! EXCLUSIVE Elevated Exhibitor Shogo works in the cloud to move your sales data seamlessly from your Point of Sale or eCommerce Solution to your Accounting System automatically, every day. Splash Sponsor Botdoc is transporting data, documents, and transactions with end-to-end encryption without a need for pins, passwords, logins, accounts, apps, or software to download. Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other ### VTS Category - Entity Creation Entity Creation Automate tax document collection, payroll, benefits, and more. Create, review, and sign contracts in minutes with our library of compliant contracts Home Entity Creation Premium Partner Premium Partner Custom Books Customizable online accounting. Feature-rich cloud accounting software with inventory management (Formerly AccountingSuite) EXCLUSIVE Momentum BK Discover how to leverage the Momentum Accounting Model to protect your clients from theft loss, audit risks, or overpaying/underpaying taxes. EXCLUSIVE Hurdlr An automatic business finance and mileage tracking app that keeps track of all of your clients' income streams, expenses, and tax deductions in real-time, on the go! EXCLUSIVE Elevated Exhibitor Shogo works in the cloud to move your sales data seamlessly from your Point of Sale or eCommerce Solution to your Accounting System automatically, every day. Splash Sponsor We’re here to increase resources and support to businesses struggling to scale due to debt, insufficient tax knowledge, and inadequate entity structures. Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other ### VTS - Company AATC - Royalwise Home Additional Accounting Training Courses Royalwise Royalwise Solutions Royalwise Solutions is a software education company dedicated to empowering small business owners, accountants, and bookkeepers with expert knowledge and skills in QuickBooks Online, Microsoft applications, and Apple products. START YOUR FREE TRIAL TODAY https://youtu.be/hfYfewmD62I?si=frQ8sMmYztRqVE46 Comprehensive Training for QuickBooks® Through a blend of live webinars, on-demand video courses, and personalized coaching sessions, Royalwise offers a comprehensive learning experience designed to enhance productivity and efficiency. Our flagship platform, the OWLS (On-demand Web-based Learning Solution), provides a versatile range of training materials accessible anytime, accommodating the busy schedules of professionals. https://www.youtube.com/watch?v=14KbRNtAWy4 Become confident and make QuickBooks® work for you With a strong commitment to education and client success, Royalwise not only offers individual courses but also features a subscription model with various membership levels tailored to different learning needs and budgets. In addition, Royalwise fosters a community of learners through discussion boards and special events, enhancing the learning process with peer insights and expert guidance. Whether you're seeking to improve your software proficiency or transform your business practices, Royalwise Solutions is your go-to resource for advanced, accessible, and adaptable online education. Ready to Go? START YOUR FREE TRIAL TODAY Podcast Episodes Compatible Integrations ### VTS - Company ASST- Shogo Home Accounting Systems/Software Tools Shogo Point of Sale and eCommerce Accounting Automation Automated integration between your point-of-sale or eCommerce solution and your accounting system What Does Shogo Do? Shogo is a business automation service that automatically posts your Point of Sale or eCommerce sales data directly to your accounting system every day. Basically, Shogo takes care of your daily sales accounting so you don’t need to. https://youtu.be/TCzQNieDoe4 Why Do You Need Shogo? Stop wasting time manually entering, then re-checking and reconciling your sales information. Shogo is the de facto standard for Point of Sale and eCommerce accounting integration: Saving you Time and Money. Every Day. Ready to Go? START YOUR FREE TRIAL TODAY Compatible Integrations ### VTS Category - Accounting Systems/Software Tools Accounting Systems/Software Tools Accounting software helps businesses streamline and automate finance management processes, ensuring accurate records and increasing operational efficiency across recurring processes such as invoicing and reconciliation. Home Accounting Systems/Software Tools Premium Partner Custom Books Customizable online accounting. Feature-rich cloud accounting software with inventory management (Formerly AccountingSuite) EXCLUSIVE Momentum BK Discover how to leverage the Momentum Accounting Model to protect your clients from theft loss, audit risks, or overpaying/underpaying taxes. EXCLUSIVE Hurdlr An automatic business finance and mileage tracking app that keeps track of all of your clients' income streams, expenses, and tax deductions in real-time, on the go! EXCLUSIVE Elevated Exhibitor Shogo works in the cloud to move your sales data seamlessly from your Point of Sale or eCommerce Solution to your Accounting System automatically, every day. Splash Sponsor Business management software for Trade Contractors. Two-way integratoin with QuickBooks Online, Payroll, Time, and Payments. Manage Projects, service work, teams, and finances in one platform. Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other Categories Menu Accounting Systems/Software Tools Accounts Payable Automation Accounts Receivable Automation Business Banking Business Financing Business Intelligence Client Advisory Services Collection Tools e-Commerce Tools Entity Creation Expense Management Franchising Opportunities Freelancing and Income Opportunities Human Resources Industry Intelligence Industry Solutions Marketing Outsourced Accounting and Tax Services Payment Solutions Payroll Tools Practice Management Tools Proposal to Cash Retirement Providers Sales and Use Tax Tools Tax Research Tools Time Tracking Tools Workflow Tools Additional Tax Training Courses Additional Accounting Training Courses ### VTS Homepage - Virtual Trade Show & Toolbox The Accountant's Toolbox The Bookkeeper, Accountant, Tax Preparers Virtual Tradeshow & Toolbox STEP #1 Scroll through the list of categories STEP #2 Choose a category STEP #3 Go to the company desired Where do I start? Get Recommendations Toolbox Categories Choose a tool category to explore Accounting Systems/Software Tools Accounts Payable Automation Business Banking Client Advisory Services Entity Creation Human Resources Industry Intelligence Marketing Outsourced Accounting and Tax Services Time Tracking Tools Workflow Tools Additional Accounting Training Courses Other Search Accounting Systems/Software Tools Accounts Receivable Automation Business Financing Business Intelligence Client Advisory Services Collection Tools e-Commerce Tools Entity Creation Expense Management Franchising Opportunities Freelancing and Income Opportunities Human Resources Industry Intelligence Industry Solutions Marketing Outsourced Accounting and Tax Services Payment Solutions Payroll Tools Practice Management Tools Proposal to Cash Retirement Providers Sales and Use Tax Tools Time Tracking Tools Workflow Tools Additional Tax Training Courses Additional Accounting Training Courses Still Searching and Needing Help Where To Start? Get Recommendations Here are some great tools you may use in your Bookkeeping, Accounting and Tax Business to save money, save time, and increase productivity to work more efficiently and profitably What's a Tech Stack? Can you define it? Are you maximizing its efficiency within your business? Call it what you may...there are many terms for it:The Accounting Technology EcosystemFinTechTech StackApplicationsor just your accounting toolkit for success Your tech stack is defined as the applications you utilize to help you support and grow your business.Knowing how workflow apps and streamlining technologies impact your business in terms of time and money is a level of analysis for which most business owners and operators just don't have time. As a busy small business owner, can you afford to research and find the best technologies available today? and tomorrow? As real-time data becomes more crucial for businesses to strategize and thrive at every stage of the business life cycle, accountants who provide oversight into the impact of a business's use of various applications become that much more crucial. Have you taken the time to take inventory of your tech stack?As the pace of technology increases, the reliance on real-time data has become more crucial when it comes to making important decisions that will impact your business each day. Have you defined your business's specific "tech stack needs" that will automate your daily and weekly processes? How can understanding these efficiency tools make or break your success? The vast landscape of available financial and workflow technology continues to grow and evolve with new solutions made available every day. As a result, confusion arises, making us wonder what systems are available when it comes to the best and most profitable options. To help you better understand the different options available to support specific functions within your organization’s finance and accounting department, tax automation software, expense management, accounts payable automation and document management. Universal Accounting presents The Accountants, Bookkeepers and Tax Preparers Toolbox and Virtual Trade Show. We showcase the technology that can be leveraged to automate manual data entry work, freeing up time to enable accounting professionals to grow their advisory skills and clientele base. How do you build a solid technology strategy to benefit your business and in turn, your clients? Increasingly innovative technology has enabled us as accounting professionals to create more efficient processes in our daily business moments. It is time to educate yourself, adopt new technology and establish more efficient ways of doing business with your clients. How can using workflow technology give you effective leverage in your specific, competitive market? Ryan Watson, Principal at Unsourced Accounting and serving as Xero Ambassador, says. “If we can automate the kinds of things clients are used to seeing from their accountants, like basic bookkeeping and reporting, we can focus our time instead on delivering the kinds of things they’re not used to seeing – business strategy, financial modeling, and process improvement. Technology is our secret weapon, so nailing the tech stack for each client and workflow is critically important.” “It’s not just about apps. We ALL experience app overload. It’s also about your processes.” In this industry, change is happening with applications automating our workload. Are the newest apps really that important to an existing business? The virtual trade show demonstrates just how rapidly change happens. “The sheer number of players in the accounting technology field has increased rapidly,” says Kacee Johnson, Founder of Blue Ocean Principles. “There are new solutions every year in addition to the familiar ones that accounting professionals have to evaluate and consider. As technology changes, so do the players. The number grows as fast as technology changes.” When it comes to new technology, disruption is inevitable. What isn’t guaranteed is the fate of those who can't adapt to change and embrace new ways of working. Machine learning and artificial intelligence are changing the way software helps accountants work smarter and faster. The next wave of accounting is just forming. By taking these steps, you can put yourself on the path to a strong future. Are you taking time to work ON your business, not just IN it? At Universal Accounting, helping accounting and tax professionals succeed in their business is our primary mission. Using efficient processes and apps is vital to this ever-moving goal. Universal Accounting's Virtual Trade Show and Toolbox fills a constantly changing need. We also help you to keep the health of your business in check as well. As you take the time to utilize your processes – on-boarding new team members, on-boarding clients, adopting technologies, and creating security protocols and processes for your firm and your clients, your Universal Accounting Toolbox is at your side, ready to help you automate and streamline your processes. Take stock of what your company needs on a regular basis. Keep up to date with best practices and new possibilities. UA's Virtual Trade Show is an excellent way to automate your tasks, freeing you up to laser focus on client needs. With technology ever-changing, how can you MAXIMIZE its efficiency and set the course of your business on a more solid path to success with the newest tools? Universal's Virtual Trade Show and Toolbox puts efficiency apps and financial tools in your hands when you need them. Your success begins with this evolving collection of the newest and most profitable tools available today. Let Universal Accounting survey the moving landscape across today’s accounting technology companies from platforms to HR to app integrators, and keep your toolbox updated with the most current tools available to you! If you are a vendor and would like your product, app, or service in this Online Trade Show click here. ### Step 3 - Resources for Your Success STEP 4 Resources for Your Success Newsletter Get the latest tips, tools, and trends in building a Premier Accountng Firm. Subscribe Now Podcast View the latest episodes of our podcast, “Building The Premier Accounting Firm”. Listen Now Accounting Websites Have an online presence that validates your services to get you the clients you deserve. Learn Now Get your Website and CRM Have a website and CRM that works for you built by an accountant for accountants Get Now Benefits of a Website & CRM Learn more about the value of having both a website & CRM Learn Now Virtual Trade Show &Toolbox Great tools to use in your Bookkeeping and Accounting Business to save money, save time, and increase productivity. Learn Now Newsletter Get the latest tips, tools, and trends in building a Premier Accountng Firm. Subscribe Now Podcast View the latest episodes of our podcast, “Building The Premier Accounting Firm”. Listen Now Accounting Websites Have an online presence that validates your services to get you the clients you deserve. Learn Now Virtual Trade Show &Toolbox Great tools to use in your Bookkeeping and Accounting Business to save money, save time, and increase productivity. Learn Now GIVE US A PHONE CALL FOR QUICK ANSWERS +1 (435) 344 2050 or schedule an appointment at your convenience We look forward to speak with you directly SCHEDULE A DISCOVERY CALL ### Shook Webinar Presentation ### SHOOK WEBINAR PRESENTATION Landing Page Learn how to use books to get the clients you want! The strategic “client-attraction” tools written in a very specific way JOIN ME AS MY CO-AUTHOR FOR TWO VERY SPECIAL BOOKS Click the button in order to proceed https://vimeo.com/838823729?share=copy The one thing that all experts, thought leaders, and business titans have in common is they all have a book Learn how to use a book to get the clients you want Sign Up To Proceed Here’s Why What I Am About to Share Is Different   This is about a smart, effective type of marketing strategy used by the most successful marketers in the world.   This is about creating a long-term business asset you can use every day for years to come!   This is about positioning you and your practice differently and uniquely and helping you rise above the competition. SIGN UP HERE TO PROCEED © 2023 Universal Accounting Center. All Rights Reserved. 12441 South 900 East Draper, Utah 84020. ### Step 6 - Beginning with the end in mind STEP 8 Exit your business with no regrets GIVE US A PHONE CALL FOR QUICK ANSWERS +1 (435) 344 2050 or schedule an appointment at your convenience We look forward to speak with you directly SCHEDULE A DISCOVERY CALL ### Step 5 - Business Resources STEP 6 Business Resources #1 Hub & Spoke Famous or Rich: 9 Ways Value Builders Prioritize Wealth Over Recognition You’ll discover:? • The surprisingly simple strategy behind one founder’s $87 million exit. • The strategic move that took one company from being worth three times EBITDA to more than 13 times in just two years. Learn more The Rainmaker's Dilemma Did you know almost half of all business owners will hit the same stumbling block?They become the primary revenue driver for their company – The Rainmaker. Avoid the downhill trap of becoming the Rainmaker and make the transition to Architect of your business. Learn more The Definitive Guide to Standard Operating Procedures Does your business lack organization around basic tasks? Do your employees seem reliant on you? Are you questioning how you can improve your growing business and its value? If you answered yes to any of these questions, implementing SOPs may be what you need to solve your problems. Learn more The 4 Degrees of Delegation How would you rate your ability to delegate? If you’re like most business owners, you probably give yourself a decent grade. However, if you’re constantly finding yourself disappointed in people on your team, the problem may be less about them and more about your ability to delegate effectively. Learn more #2 Freedom Score The Long Goodbye This eBook will walk you through the three essential phases, guiding you through what matters most at each stage so you’re prepared to make the most of your journey. Learn more The Freedom Point If you’re like most business owners, your desire for freedom is hardwired into your psyche. This eBook will help you calculate your Freedom Point, which is when work becomes a choice, not a necessity. Learn more It’s About Time It can be tempting to try to time the sale of your business to coincide with a peak in the economy. However, it’s impossible to know when that moment will hit. Design your endgame and discover the best time to sell. Learn more Riches in the Niches In this eBook, we will delve into the strategic advantages of focusing on a singular, differentiated offering. We will present data from an analysis of more than 20,000 businesses, showing how the riches are indeed in the niches. Learn more The Subscription Economy Subscription models fuel steady revenue and customer loyalty. Netflix, Spotify, and BarkBox have mastered it—but it’s not just for tech giants. Could a subscription model turn your one-time customers into loyal regulars? It might be the key to lasting success. Learn more #3 Next Steps 8 Ways To Re-Invent Yourself In A Crisis You’ll discover how to: • Leverage digital channels while working from home. • Exploit an increased use of social media to drive sales. • Pick the best part of your business to invest in now. • Motivate yourself to act with clarity and confidence. Learn more The Yes Box What do Airbnb, Mailchimp, Microsoft, and Uber have in common? They all started in an economic downturn. Discover how to reinvigorate and expand your business at a time when others prioritize survival and preservation. Learn more How to Productize Your Service in 8 Simple Steps Have you ever wondered how to make a business less reliant on its owner? The answer is to “productize” the service. This is the process of breaking down the service into a series of steps and packing it like a tangible offering. We’ve developed an eBook outlining an 8-step approach to help you productize your service. Learn more Inside the Mind of an Acquirer In this eBook, you’ll get inside the mind of an acquirer. By understanding the motivations, the business models, and how each type of acquirer invests, you’ll be better equipped to make informed decisions about the future of your business. Whether you’re looking to cash out and retire or sell part of your company and roll the dice with a new investor inside your business, having a clear understanding of your potential acquirer gives you a leg up. Learn more #4 The Value Builder Score The 8 Key Drivers of Company Value As an owner, your business is not just a source of income; it’s an investment. From financial performance and growth potential to customer satisfaction and the business’s reliance on your personal involvement, we’ll explore in detail the eight key factors that drive business value. Learn more The Owner’s Metric While you can’t buy happiness, you can buy personal freedom. It comes from building enough wealth that work becomes a choice. What’s the fastest way to attain the feeling of true freedom? Focus on the one number you need to be truly free – the ultimate Owner’s Metric. Learn more Endgame: Designing Your Business for the Ultimate Reward As a business owner, your endgame shouldn't be a distant, abstract goal. Knowing how you plan to transition to your next chapter, by when and with what proceeds is a powerful tool shaping your current strategies and decisions. Envisioning your exit, whether it's selling to a strategic acquirer, passing the torch to the next generation, or another path, provides clarity and direction. Learn more Get Your Business Score Learn more #5 PreScore The Exit Checklist For a successful exit, you need to be able to say a hearty “Yes!” to two important questions:       1. Is your business ready for you to exit?       2. Are you ready to exit? They're easy questions to ask, but difficult to answer. This is why we’ve created a five-step action plan to ensure you have a happy, lucrative exit from your business. Learn more The Overlooked Owner eBook How do you determine the value of your business? You might think this involves an in-depth look at your books, sizing up the market, and many other types of quantitative analysis. But a study of 1,511 companies uncovered an often-omitted factor when assessing company value—the business owner. Learn more Monkey Mind: Navigating the Emotional Highs and Crushing Lows of Building a Successful Business Building a successful business is more than just a path to financial independence; it's a deeply personal journey filled with emotional highs and lows. These aspects of entrepreneurship are as crucial as managing the business itself. Discover practical advice on how to manage your emotional journey of entrepreneurship. Learn more Get Your PreScore Learn more Famous or Rich: 9 Ways Value Builders Prioritize Wealth Over Recognition You’ll discover: The surprisingly simple strategy behind one founder’s $87 million exit The strategic move that took one company from being worth three times EBITDA to more than 13 times in just two years The 10/40 rule and how it can jack up your take from the sale of your business Get your eBook It’s About Time: A Business Owner’s Guide for Deciding When to Sell It can be tempting to try to time the sale of your business to coincide with a peak in the economy. However, it’s impossible to know when that moment will hit. Design your endgame and discover the best time to sell. Learn more The 8 Key Drivers of Company Value As an owner, your business is not just a source of income; it’s an investment.From financial performance and growth potential to customer satisfaction and the business’s reliance on your personal involvement, we’ll explore in detail the eight key factors that drive business value. Get your eBook Monkey Mind: Navigating the Emotional Highs and Crushing Lows of Building a Successful Business Building a successful business is more than just a path to financial independence; it's a deeply personal journey filled with emotional highs and lows.These aspects of entrepreneurship are as crucial as managing the business itself. Discover practical advice on how to manage your emotional journey of entrepreneurship. Get your eBook Endgame: A Business Owner’s Guide for Deciding When to Sell It can be tempting to try to time the sale of your business to coincide with a peak in the economy. However, it’s impossible to know when that moment will hit. Design your endgame and discover the best time to sell. Get your eBook Famous or Rich: 9 Ways Value Builders Prioritize Wealth Over Recognition You’ll discover: The surprisingly simple strategy behind one founder’s $87 million exit The strategic move that took one company from being worth three times EBITDA to more than 13 times in just two years The 10/40 rule and how it can jack up your take from the sale of your business Get your eBook 8 Ways To Re-Invent Yourself In A Crisis You’ll discover how to: Leverage digital channels while working from home Exploit an increased use of social media to drive sales Pick the best part of your business to invest in now Motivate yourself to act with clarity and confidence Get your eBook The Yes Box What do Airbnb, Mailchimp, Microsoft, and Uber have in common?They all started in an economic downturn. Discover how to reinvigorate and expand your business at a time when others prioritize survival and preservation. Get your eBook The Rainmaker's Dilemma Did you know almost half of all business owners will hit the same stumbling block?They become the primary revenue driver for their company – The Rainmaker. Avoid the downhill trap of becoming the Rainmaker and make the transition to Architect of your business. Get your eBook The Overlooked Owner eBook How do you determine the value of your business?You might think this involves an in-depth look at your books, sizing up the market, and many other types of quantitative analysis. But a study of 1,511 companies uncovered an often-omitted factor when assessing company value—the business owner. Get your eBook How to Productize Your Service in 8 Simple Steps Have you ever wondered how to make a business less reliant on its owner? The answer is to “productize” the service. This is the process of breaking down the service into a series of steps and packing it like a tangible offering. We’ve developed an eBook outlining an 8-step approach to help you productize your service. Get your eBook The Definitive Guide to Standard Operating Procedures Does your business lack organization around basic tasks? Do your employees seem reliant on you? Are you questioning how you can improve your growing business and its value? If you answered yes to any of these questions, implementing SOPs may be what you need to solve your problems. Get your eBook The Freedom Point If you’re like most business owners, your desire for freedom is hardwired into your psyche. This eBook will help you calculate your Freedom Point, which is when work becomes a choice, not a necessity. Get your eBook The 4 Degrees of Delegation How would you rate your ability to delegate? If you’re like most business owners, you probably give yourself a decent grade. However, if you’re constantly finding yourself disappointed in people on your team, the problem may be less about them and more about your ability to delegate effectively. Get your eBook The Exit Checklist For a successful exit, you need to be able to say a hearty “Yes!” to two important questions: 1. Is your business ready for you to exit? 2. Are you ready to exit? They're easy questions to ask, but difficult to answer. This is why we’ve created a five-step action plan to ensure you have a happy, lucrative exit from your business. Get your eBook The Owner’s Metric While you can’t buy happiness, you can buy personal freedom. It comes from building enough wealth that work becomes a choice. What’s the fastest way to attain the feeling of true freedom? Focus on the one number you need to be truly free – the ultimate Owner’s Metric. Get your eBook GIVE US A PHONE CALL FOR QUICK ANSWERS +1 (435) 344 2050 or schedule an appointment at your convenience We look forward to speak with you directly SCHEDULE A DISCOVERY CALL ### Step 2 - Building the Premier Accounting Business STEP 3 Building the Premier Accounting, Bookkeeping, Tax Business Lead Generation &Automation Webinar Discover how to get the accounting & tax clients you deserve by leveraging your online presence using proven automated processes. Learn for Free Podcast Favorites Stay on the Cutting Edge of the Industry with Building the Premier Accounting Firm Podcast Enroll Now GrowCon Favorites Get Instant & Unlimited Access to 10+ Favorite GrowCon Presentations Learn More Accounting & Bookkeeping Tips Group This is a free closed Facebook Group for bookkeepers, accountants and tax preparers. Thia allows users to interact with like-minded experts. Learn More Lead Generation &Automation Webinar Discover how to get the accounting & tax clients you deserve by leveraging your online presence using proven automated processes. Learn for Free Use A Book To Get TheClients You Want Establishing expert authority and leveraging authority marketing will elevate your practice and attract the right clients Learn Now Podcast Favorites Stay on the Cutting Edge of the Industry with Building the Premier Accounting Firm Podcast Enroll Now Lead Generation &Automation Webinar Discover how to get the accounting & tax clients you deserve by leveraging your online presence using proven automated processes. Learn for Free Use A Book To Get TheClients You Want Establishing expert authority and leveraging authority marketing will elevate your practice and attract the right clients Learn Now GIVE US A PHONE CALL FOR QUICK ANSWERS +1 (435) 344 2050 or schedule an appointment at your convenience We look forward to speak with you directly SCHEDULE A DISCOVERY CALL ### Step 1 - FREE Career Path & Personal Development https://vimeo.com/868108612?share=copy STEP 1 Personal Development Follow us: Facebook Twitter Youtube Linkedin Time Management Tools The best way to manage time is to be strategic and deliberate Learn for Free Vision Board Training Beginning with the end in mind Learn for Free Personal & Family Finance The Money Management 101 – Payday course helps you live debt free with confidence. Learn for Free https://vimeo.com/819671531?share=copy Coaching Couples Join us on this journey and learn the essential skills that will help you and your partner thrive Learn for Free Finding Employment with Confidence This 17-part course will help you to get the job you want and be paid what you are worth! Learn for Free https://vimeo.com/446959625?share=copy GIVE US A PHONE CALL FOR QUICK ANSWERS +1 (435) 344 2050 or schedule an appointment at your convenience We look forward to speak with you directly SCHEDULE A DISCOVERY CALL ### Resource - FREE EBOOKS https://vimeo.com/867350577?share=copy Free E-Books There’s some great, free, tips for ALL businesses available in the e-books offered on this page Follow us: Facebook Twitter Youtube Linkedin https://vimeo.com/869308039?share=copy Red to Black 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. DOWNLOAD E-BOOK FOR FREE https://vimeo.com/816710744?share=copy In the Black 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. DOWNLOAD E-BOOK FOR FREE https://vimeo.com/869347018?share=copy Your Strategic Accountant Understand the 3 Core Accounting Services you should expect as you run your business. Understand which numbers you need to know to make more informed business decisions. For Business Owners: GET E-BOOK FOR FREE For Accountants: GET E-BOOK FOR FREE https://vimeo.com/871989746?share=copy 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. For Business Owners: GET E-BOOK FOR FREE For Accountants: GET E-BOOK FOR FREE GIVE US A PHONE CALL FOR QUICK ANSWERS +1 (435) 344 2050 or schedule an appointment at your convenience We look forward to speak with you directly SCHEDULE A DISCOVERY CALL ### Payroll Course Page Payroll Made Easy Gain confidence when working with businesses as a payroll processor. Proceed To Enrollment Payroll Made Easy Payroll is becoming more complex and more of a specialized field. Here is Payroll Made Easy. Learn payroll processing for most companies. Learn payroll terms and methods. Gain confidence when working with businesses as a payroll processor. Learn how to calculate payroll tax withholding like federal income tax (FIT), social security, and Medicare. Calculate net pay from gross pay. Process payroll tax forms like Form W-2, and Form W-4. Proceed To Enrollment Lessons: Business Entities Employees Earnings Withholding Employee Taxes Deductions Paying Employees Time-Sensitive Issues Tax Deposits and Filing Proceed To Enrollment In this course, you will learn: Payroll processing for 99% of companies Understand payroll terms and methods Gain confidence when working with businesses as a payroll processor *Includes Learning Activities and a Certificate of Completion Your Instructor Allen Bostrom, CPA He was the President/CEO (founded in 1979) until 2014 when he was able to expand his interest in helping accountants become better business consultants, and a stronger support for their employers and small business clients. Since that time, he has trained tens of thousands of accountants, bookkeepers, and tax preparers in practice and client management techniques and strategies. Payroll Made Easy Proceed To Enrollment As Seen On and Approved by ### Monthly Newsletter Signup Stay Connected Universal Newsletter Signup to our monthly newsletter and we'll send you free tips on how to grow your business with CONFIDENCE and COMPETENCE https://vimeo.com/839173514?share=copy Get the latest tips, tools, and trends in building a Premier Accountng Firm First Name* Last Name* Email* Phone Lead Status -None- Attempted Not Attempted Unattempted Appointment Set by SS Newsletter Opt In International Quick No No Contact Disconnected Wrong Number Fax Machine Doesn’t Speak English Bad Lead Junk Lead Not Qualified Newsletter Opt In LEARN MORE ABOUT UNIVERSAL ACCOUNTING COURSES & PROGRAMS arrow-icon-size3 LEARN MORE ### Podcast Highlights Podcast Highlights Featuring Roger Knecht as the Guest Speaker Follow us: Facebook Twitter Youtube Linkedin Do You Want More? Check out our library for more podcast arrow-icon-size3 Visit now GIVE US A PHONE CALL FOR QUICK ANSWERS +1 (435) 344 2050 or schedule an appointment at your convenience We look forward to speak with you directly ### CFO & Advisory Services PPC Start Today with Ease. Offer Quality CFO & Advisory Services HAVE A SCALABLE WAY FOR YOU TO MAKE MORE MONEY Speak with an Advisor https://vimeo.com/679488555/4045efa2bc FACEBOOK TWITTER YOUTUBE LINKEDIN We'd love to hear from you and talk about your future! Fill out the form to schedule a call with us for free. During business hours, we'll call you back in the next few minutes. Or, if you'd prefer to schedule your call at one of our timeslots, click the button below. SCHEDULE A DISCOVERY CALL Request a callback SPEAK WITH AN ADVISOR First Name * Last Name * Email * Phone * ### - ### - #### TimeZone -Select- Midway Island, Samoa Hawaii Alaska Pacific Mountain Central Eastern Venezuela Atlantic Newfoundland Brasilia, Buenos Aires, Georgetown Mid-Atlantic Azores, Cape Verde Isles Dublin, London, Monrovia, Casablanca Paris, Madrid, Athens, Berlin, Rome Eastern Europe, Harare, Pretoria, Israel Moscow, Baghdad, Kuwait, Nairobi Tehran Abu Dhabi, Muscat, Tbilisi, Kazan Kabul Islamabad, Karachi, Ekaterinburg Bombay, Calcutta, Madras, New Delhi Almaty, Dhaka Bangkok, Jakarta, Hanoi Beijing, Hong Kong, Perth, Singapore Tokyo, Osaka, Sapporo, Seoul, Yakutsk Adelaide, Darwin Sydney, Guam, Port Moresby, Vladivostok Magadan, Solomon Isles, New Caledonia Fiji, Marshall Isles, Wellington, Auckland By checking this box, I give consent for Universal Accounting Center to contact me via email, phone and/or text at the contact details provided above, including my cellular number if applicable. I understand that consent is not a condition of purchase and I may un-subscribe at any time. I understand and agree.? Submit "Be in business for yourself but not by yourself" Are you ready to start a CFO Service so you can: Command higher fees Have recurring revenue Have a bigger impact on your clients' lives Join us and you'll be able to do it with ease! Gain a competitive advantage You'll be able to differentiate yourself from all of the other accountants and financial professionals. Get support You'll immediately be a part of a community of other financial professionals who want to help their clients succeed. Grow your business You'll finally have a system to (a) get clients, (b) command higher fees, and (c) have recurring revenue each month. Increase your take home pay You'll be able to charge more per client and retain clients longer. Increase your revenue without having to work more hours. Speak with an Advisor Hello, I'm Roger, President of Universal Accounting Center. I would love to share my acquired knowledge through years of experience and help Accounting & Bookkeeping Professionals Launch, Manage, and Build a Profitable Bookkeeping Business. In order to reach your goals, launch & grow your online business, I help you assess where you are now compared to where you want to be and establish a practical action plan. Are you one of the following? Want to launch a virtual bookkeeping business without feeling overburdened Like to confidently get your first or next paying client? Want to stop making excuses why you’re not prepared? Struggle to implement a strategic plan for your bookkeeping business? Want to expand your business online by utilizing your content? Let us help you get started here at Universal Accounting Center. I would love to hear from you. Speak with an Advisor What You'll Get THE CFO PROJECT 01 Become a Certified CFO You'll have access to our live and on-demand certification courses on How to add a CFO service to your existing practice How to get qualified leads from business owners How to convert leads to paying clients (paying a minimum of $18k per year) How to provide the actual CFO service Upon successful completion, you'll be a 'Certified CFO'   02 Exclusive Member Forum Exclusive Member Forum You'll gain access to our exclusive member forum where you'll be able to get help, offer advice, and be a part of a 24/7 community of like-minded business advisors. 03 CFO Roundtable You'll be a part of a live online weekly meetup for members to share wins, solve challenges and share best practices.   04 Help Desk You'll have unlimited access to one-to-one calls with a 'CFO Trainer' to help you solve any challenge or answer any questions. 05 Resource Vault You'll have full access to all of our supporting tools, templates, and other resources that will aid you in: Starting, setting up, and managing an advisory service (admin vault) Getting leads (marketing vault) Converting leads to clients (sales vault) Providing the service (operations vault) Get the Income & Freedom You Deserve 1. Follow the Proven Turnkey Process for Accounting Professionals 2. Learn the 2 Keys for success! Get your first clients in weeks, rather than months following a proven process. Speak with an Advisor OPPORTUNITY Is there a demand? Of Course! There are a number of reasons starting a bookkeeping and/tax business appears each year on the Best of the Best lists: Low start up costs No inventory 92% of all businesses are small businesses that need accounting services More than 100% of people need tax service, even dead people The freedom and independence that comes from owning your own business, becoming an accountrepreneur The earning potential, finally getting paid what you are worth The tax savings opportunities And the list goes on which is why this continues to be the best of the best home based businesses Speak with an Advisor "Be in business for yourself but not by yourself" "Be in business for yourself but not by yourself" There's a proven turnkey business plan for accounting professionals to offer the 3 Core Services within an Accounting Firm. Which do you want to provide to have the premier accounting firm in your area?   Bookkeeping & Accounting   Tax Planning & Preparation   CFO & Advisory There's a proven turnkey business plan for accounting professionals to offer the 3 Core Services within an Accounting Firm. Which do you want to provide to have the premier accounting firm in your area?   Bookkeeping & Accounting   Tax Planning & Preparation   CFO & Advisory Services Speak with an Advisor What people are saying If not now, then when? If not this, then what? Now is the best time to get started Business owners need your help. It's Tax Season. Time to get serious about your business. Speak with an Advisor https://vimeo.com/716194521 Be in Business for yourself but not by yourself Universal Accounting®'s training programs specialize in small business accounting so you can take advantage of this valuable niche market.   Schedule an Appointment AWARDS RECEIVED BY UNIVERSAL ACCOUNTING ### QuickBooks Online Bootcamp QuickBooksOnline Bootcamp Join Alicia as she takes you through the basics, highlights, and tips of QuickBooks Online in her class “QuickBooks Online Bootcamp”. Enroll Today BASIC SKILL LEVEL Self Study DELIVERY METHOD 10:00h DURATION English LANGUAGE LEARN MORE ABOUT QuickBooksOnline Bootcamp This QuickBooks Online tutorial for beginners teaches small business owners and bookkeepers how to use all QBO’s essential tools and workflows to track its income and expenses for taxes and business success. COURSE OVERVIEW Instructional Level: Basic Course Length: 10 hours Course Credits: Certificate of Completion Delivery Method: QAS/Self Study Online access, anywhere, anytime The opportunity to certify your skills Related Coaching & Support Intuit's QuickBooks Online (QBO) is the number one accounting software with millions of customers. It is both extremely useful and easy to use once you learn how. If you are a small business owner or bookkeeper that has never used QuickBooks Online, you need to take this course. It's best to learn the essentials from a Top 10 ProAdvisor so that you get set up properly, from the beginning! And who puts the "fun" in fundamentals more than QBO Rockstar Alicia Katz Pollock? Alicia has designed this QBO Bootcamp course to be approachable and absorbable so you gain a solid understanding of how QuickBooks software works. With easy to follow step-by-step guidance, Alicia will cover everything you need to quickly get up and running. 01 UPON COURSE COMPLETIONYOU'LL BE ABLE TO: Choose the proper QBO Subscription for your needs Set up a new QBO file Create sales transactions to receive money from your customers Create expense transactions to pay your vendors Use QBO’s Banking Center and reconcile your bank statements Run reports analyzing your company’s performance 02 WHAT YOU'LL LEARN The importance of good record-keeping. When to hire a bookkeeper and when can you do it yourself? Common bookkeeping mistakes business owners make. Setting up QuickBooks® QuickBooks Accounts and Settings. Creating your Products and Service Items list. Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments. Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Checks. Running basic reports Using QuickBooks Online's built-in automation features. 03 COURSE CURRICULUM Welcome to QBO Bootcamp Section 1: QBO Bootcamp Section 2: Setting up and Customizing QuickBooks Online Section 3: Vendors and Banking Section 4: Working with Customers Section 5: Transactions, Reports, and Tools Share This Course: Enroll Today MEET YOUR INSTRUCTORS Ken Bostrom Color Accounting Expert Ken Bostrom, Color Accounting Expert Ken Bostrom has been an instructor, coach, and officer at Universal Accounting Center for nearly three decades. He has seen Universal Accounting Center grow from a small local brick-and-mortar accounting training school to an international provider of cutting edge, online certification training for accounting professionals. Ken is the author behind our Professional Bookkeeper’s Guide to QuickBooks, as well as its annual updates. You could say Ken wrote the book on how to use QuickBooks to get more done in less time and how to become a Profit and Growth Expert. He is a certified Color Accounting instructor, QuickBooks Specialist, and a QuickBooks Pro Advisor. Adam Syvock Academic Coach Adam Syvock, Academic Coach Adam works with students regarding questions about curriculum and real-world accounting situations. Adam is a graduate of Universal Accounting’s PB program himself, and also holds a bachelor's degree in accounting from the University of Wisconsin-Milwaukee. In addition, Adam also uses his skills as a profit and growth expert to run his own accounting practice. He is also QuickBooks Certified and is working towards his Enrolled Agent (EA) designation. https://youtu.be/Y8S9I2rd7fMhttps://youtu.be/A1w0QFPKsSwhttps://youtu.be/m0XiOduV4Iwhttps://youtu.be/-_Z5ekZEm6U QuickBooks Specialist™ REVIEWS https://youtu.be/6ScWAtKERCIhttps://vimeo.com/202290240https://vimeo.com/202781406 Who should take this class? Business owners and employees who maintain their company’s financial records. Students and job-seekers looking to boost their employment marketability. Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed. Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before. Bookkeepers and Accountants who wish to brush up on their skills. Share This Class: Enroll Today ### GrowCon 2023 Registration Page Lehi, Utah | May 8-9 What You'll Get at GrowCon: Admission to both days, May 8 & 9, 2023 IN PERSON Lunch, Dinner and evening activity on May 8 Lunch on May 9 Option to Upgrade to PreCon May 6 & 7 Discounted rooms available at Springhill Suites Breakfast included at Springhill Suites Get even more out of the event by adding PreCon! Seating Limited... Claim Yours Today! PreCon Only Ticket $ 497 Purchase GrowCon Only Ticket $ 997 Purchase GrowCon & PreCon Bundle Ticket $ 1,294 Purchase To find out more about "bring a friend" pricing, call 435-523-5060.https://vimeo.com/763596832 What is PRECON? Those who attend PreCon find it the highlight of their event experience! For 2 days, you will be wined and dined, have fun new experiences and make new life-long friends with like-minded business professionals from all over the country. Come 2 days early and spoil yourselves with some well deserved adventure and rest and relaxation in the beautiful state of Utah! PreCon Agenda: SATURDAY , May 6 Noon Lunch 1:30 p.m. Trip to Snowbird - Tram 6:00 p.m. Dinner & Show at Mystique SUNDAY , May 7 Whole day Free Time - Sightseeing 5:00 p.m. Leave for Dinner 7:30 p.m. Alcatraz Escape Room? GrowCon Agenda: MONDAY , May 8 7:30 a.m. Registration Opens 8:00 a.m. Event begins 12:00 p.m. lunch (provided) 1:00 p.m. Event resumes 5:00 p.m. Event concludes 6:00 p.m. Dinner and awards gala TUESDAY , May 9 8:00 a.m. Event Begins 12:00 p.m. Lunch (Provided) 1:00 p.m. Event resumes 5:00 p.m. Event concludes Seating Limited... Claim Yours Today! PreCon Only Ticket $ 497 Purchase GrowCon Only Ticket $ 997 Purchase GrowCon & PreCon Bundle Ticket $ 1,294 Purchase There is no virtual option for this event. We find our attendees get much more out of the event and see much better results from attending live. Cancelation Policy: 91 days or more before the event = Full refund available 31 days - 90 days before the event = 50% refund 30 days or less before the event = No RefundsTo find out more about "bring a friend" pricing, call 435-523-5060. GrowCon 2023 EXPEDITION ASCEND Claim your seats now! To Learn More about Universal Accounting Courses & Programs. Click HERE ### GrowCon Event Page Lehi, Utah | May 8-9 GrowCon is a 2-day LIVE event filled with experts who will teach you how to work on your business to get stronger results and higher profit https://vimeo.com/764814205 Join us for "EXPEDITION ASCEND" & learn: Effective strategies to get the clients you deserve How to offer quality accounting services and get paid what you're worth How to increase your efficiency and effectiveness with your clients to retain them longer And, ultimately how to increase your revenue and your profits Click Here for Details and Registration Do you own your own Accounting Firm? Are you a Tax Preparer or Bookkeeper that wants to grow your business? Come hear from experts. See what's working! Collaborate with peers. Learn how to grow your business. Develop your long-term gameplan. Discover tools that will help set you apart from the rest. Get re-energized about your business. Become the Premier Accounting Firm in your area. Click Here and Register Now Previous Next https://vimeo.com/764814186 VENUE GrowCon 2023 will be held at Thanksgiving Point in Lehi, Utah. Springhill Suites by Marriott Lehi at Thanksgiving Point is the hotel where we recommend you book your stay. Click HERE to reserve your room at the Springhill Suites at a discounted rate. (Discounted rate ends 4/14/2023) Click HERE for information about Thanksgiving Point. GrowCon 2023 EXPEDITION ASCEND Claim your seats now! Click Here to Register To Learn More about Universal Accounting Courses & Programs. Click HERE ### Offer Quality CFO & Advisory Services Start Today with Ease Offer Quality CFO & Advisory Services HAVE A SCALABLE WAY FOR YOU TO MAKE MORE MONEY SCHEDULE A DISCOVERY CALL https://vimeo.com/679488555/4045efa2bc FACEBOOK TWITTER YOUTUBE LINKEDIN We'd love to hear from you and talk about your future! Click the button below to schedule a call with us for free. Fill up the form to receive updates from us. SCHEDULE A DISCOVERY CALL Take the first step to providing lucrative Advisory and CFO Services First Name* Last Name* Phone* Email* Time Zone* -None- Atlantic Eastern Central Mountain Arizona Pacific Alaska Hawaii Guam International Lead Status -None- Attempted Not Attempted Unattempted Appointment Set by SS International Quick No No Contact Disconnected Wrong Number Fax Machine Doesn’t Speak English Bad Lead Junk Lead Not Qualified Lead Source -None- AB Tips Call in Pepper Lambers AB Tips Direct Sched Appt AccountingWEB - PPG AccountingWEB - WYCRW Accountrepreneur Affiliate Chat Only Chat to Phone Email Call in Employee Referral Facebook Ad Facebook Call in FindCourses.com Google AdWords Google Call in Google+ Internet Call in Other Past Student Seminar Seminar Call in Trade Show Twitter Web Site Apply Now Web Site Call in Web Site Contact Us Web Site Sidebar UA Website Form Webinar - Accountrepreneur Webinar - Value Builder Webinar 3 Benefits Webinar 6 Steps Webinar 9 Keys Webinar Forbes Reasons Webinar OnFireTestimonials Webinar – PFP Primary Advisor Webinar – Start Today WebSite Visit UBB PGE STEnter the Captcha Reload "Be in business for yourself but not by yourself" Are you ready to start a CFO Service so you can: Command higher fees Have recurring revenue Have a bigger impact on your clients' lives Join us and you'll be able to do it with ease! Gain a competitive advantage You'll be able to differentiate yourself from all of the other accountants and financial professionals. Get support You'll immediately be a part of a community of other financial professionals who want to help their clients succeed. Grow your business You'll finally have a system to (a) get clients, (b) command higher fees, and (c) have recurring revenue each month. Increase your take home pay You'll be able to charge more per client and retain clients longer. Increase your revenue without having to work more hours. SCHEDULE A DISCOVERY CALL Hello, I'm Roger, President of Universal Accounting Center.I would love to share my acquired knowledge through years of experience and help Accounting & Bookkeeping Professionals Launch, Manage, and Build a Profitable Bookkeeping Business. In order to reach your goals, launch & grow your online business, I help you assess where you are now compared to where you want to be and establish a practical action plan.Are you one of the following? Want to launch a virtual bookkeeping business without feeling overburdened Like to confidently get your first or next paying client? Want to stop making excuses why you’re not prepared? Struggle to implement a strategic plan for your bookkeeping business? Want to expand your business online by utilizing your content? Let us help you get started here at Universal Accounting Center. I would love to hear from you. SCHEDULE A DISCOVERY CALL What You'll Get THE CFO PROJECT 01 Become a Certified CFO You'll have access to our live and on-demand certification courses on How to add a CFO service to your existing practice How to get qualified leads from business owners How to convert leads to paying clients (paying a minimum of $18k per year) How to provide the actual CFO service Upon successful completion, you'll be a 'Certified CFO' 02 Exclusive Member Forum Exclusive Member Forum You'll gain access to our exclusive member forum where you'll be able to get help, offer advice, and be a part of a 24/7 community of like-minded business advisors. 03 CFO Roundtable You'll be a part of a live online weekly meetup for members to share wins, solve challenges and share best practices. 04 Help Desk You'll have unlimited access to one-to-one calls with a 'CFO Trainer' to help you solve any challenge or answer any questions. 05 Resource Vault You'll have full access to all of our supporting tools, templates, and other resources that will aid you in: Starting, setting up, and managing an advisory service (admin vault) Getting leads (marketing vault) Converting leads to clients (sales vault) Providing the service (operations vault) Get the Income & Freedom You Deserve 1. Follow the Proven Turnkey Process for Accounting Professionals 2. Learn the 2 Keys for success! Get your first clients in weeks, rather than months following a proven process. SCHEDULE A DISCOVERY CALL OPPORTUNITY Is there a demand? Of Course! There are a number of reasons starting a bookkeeping and/tax business appears each year on the Best of the Best lists: Low start up costs No inventory 92% of all businesses are small businesses that need accounting services More than 100% of people need tax service, even dead people The freedom and independence that comes from owning your own business, becoming an accountrepreneur The earning potential, finally getting paid what you are worth The tax savings opportunities And the list goes on which is why this continues to be the best of the best home based businesses SCHEDULE A DISCOVERY CALL "Be in business for yourself but not by yourself" "Be in business for yourself but not by yourself" There's a proven turnkey business plan for accounting professionals to offer the 3 Core Services within an Accounting Firm. Which do you want to provide to have the premier accounting firm in your area? Bookkeeping & Accounting Tax Planning & Preparation CFO & Advisory There's a proven turnkey business plan for accounting professionals to offer the 3 Core Services within an Accounting Firm. Which do you want to provide to have the premier accounting firm in your area? Bookkeeping & Accounting Tax Planning & Preparation CFO & Advisory Services SCHEDULE A DISCOVERY CALL What people are saying If not now, then when? If not this, then what? Now is the best time to get started Business owners need your help. It's Tax Season. Time to get serious about your business. SCHEDULE A DISCOVERY CALL https://vimeo.com/716194521 Be in Business for yourself but not by yourself Universal Accounting®'s training programs specialize in small business accounting so you can take advantage of this valuable niche market. Schedule an Appointment AWARDS RECEIVED BY UNIVERSAL ACCOUNTING ### Start a Tax Planning & Preparation Business   “I have been bookkeeping for over 6 years and I have learned more over the past 4 weeks than I have in the past 6 years. I now understand what it is I have been doing. I am so excited about being an accountant now and not just a bookkeeper. I feel confident and well prepared to have my own accounting business. Thank you for opening new doors of opportunity.” Nadine Malpas UAC Enrollee Did you know? Over 80% of accounting opportunities can be found in small businesses. In fact, it continues to be listed as the Best of the Best home based businesses to start. #1 – Online Bookkeeping #1 – Tax, accounting and bookkeeping services #1 & #4 – Consulting & bookkeeping services Have Your Own Successful Tax Planning & Preparation Business PROVIDE QUALITY PLANNING & PREPARATION SERVICES SCHEDULE A DISCOVERY CALL https://vimeo.com/725874662 FACEBOOK TWITTER YOUTUBE LINKEDIN We'd love to hear from you and talk about your future! Click the button below to schedule a call with us for free. Fill up the form to receive updates from us. SCHEDULE A DISCOVERY CALL Take the first step to start your own Tax Preparation Business First Name* Last Name* Phone* Email* Time Zone* -None- Atlantic Eastern Central Mountain Arizona Pacific Alaska Hawaii Guam International Lead Status -None- Attempted Not Attempted Unattempted Appointment Set by SS International Quick No No Contact Disconnected Wrong Number Fax Machine Doesn’t Speak English Bad Lead Junk Lead Not Qualified Lead Source -None- AB Tips Call in Pepper Lambers AB Tips Direct Sched Appt AccountingWEB - PPG AccountingWEB - WYCRW Accountrepreneur Affiliate Chat Only Chat to Phone Email Call in Employee Referral Facebook Ad Facebook Call in FindCourses.com Google AdWords Google Call in Google+ Internet Call in Other Past Student Seminar Seminar Call in Trade Show Twitter Web Site Apply Now Web Site Call in Web Site Contact Us Web Site Sidebar UA Website Form Webinar - Accountrepreneur Webinar - Value Builder Webinar 3 Benefits Webinar 6 Steps Webinar 9 Keys Webinar Forbes Reasons Webinar OnFireTestimonials Webinar – PFP Primary Advisor Webinar – Start Today WebSite Visit PTP STEnter the Captcha Reload Why Tax Planning & Preparation? Exceptionally Flexible Minimal Startup Costs No Advanced Degree Required Greater Earning Potential Able to Specialize (Niche) Completely Virtual/Remote WHY START NOW? Tax Preparers Are In High Demand Free or Low-Cost Tech Software Stop Wishing to Launch a Business Why Not Right Now More Tools Are Available Than Ever Before AMONG THE MOST PROFITABLE INDUSTRIES LEVEL UP YOUR BUSINESS Become a Professional Tax Prepaerer Offer Tactics & Solutions to Current Clients Streamline To Scale Automate Using Technology (Easy) Outsource (Delegate) and Advance Systematize (standard operating procedures) Hello, I'm Roger, President of Universal Accounting Center. I would love to share my acquired knowledge through years of experience and help Accounting & Bookkeeping Professionals Launch, Manage, and Build a Profitable Bookkeeping Business. In order to reach your goals, launch & grow your online business, I help you assess where you are now compared to where you want to be and establish a practical action plan. Are you one of the following? Want to launch a virtual bookkeeping business without feeling overburdened Like to confidently get your first or next paying client? Want to stop making excuses why you’re not prepared? Struggle to implement a strategic plan for your bookkeeping business? Want to expand your business online by utilizing your content? Let us help you get started here at Universal Accounting Center. I would love to hear from you. SCHEDULE A DISCOVERY CALL SCHEDULE A DISCOVERY CALL Be a certified Professional Tax Preparer™ with Universal Accounting Center® As a certified Professional Tax Preparer™ you’ve been trained and tested to provide the quality planning & preparation services expected from a tax preparer. Line by line, the Universal Accounting®’s Professional Tax Preparer™ program will teach you how to complete individual and business returns so that you can either prepare taxes on the side or start your own tax business full-time. Course description Professional Tax Preparer™ (PTP) 01 Establishing the Tax Preparation Foundation Learn the entire process for determining income and adjustments to income, which will factor into the Adjusted Gross Income   02 Becoming the 1040 Expert Understand all the adjustments that can be made to adjusted gross income, including credits that are allowed and different types of deductions and exemptions that can be taken against that adjusted gross income number 03 Profitable Business Returns Experience completing each of the schedules and forms common to business organizations. See the various business types and why one may be chosen over another. Learn tax concepts in accounting, “Elements of Business Financial Statements,” and how to report gain and loss on dispositions of business property.   04 Building a Successful Tax Business In this economy, offering tax services will always be a constant. It could be just what you need to help you secure a opportunity in this competitive market. In this course you’ll receive the training and help to market, sale, price, provide quality tax planning and preparation services.. SCHEDULE A DISCOVERY CALL Get the Income & Freedom You Deserve 1. Follow the Proven Turnkey Process for Tax Professionals. 2. Learn the 2 Keys for success! Get your first clients in weeks, rather than months following a proven process. SCHEDULE A DISCOVERY CALL There's a proven turnkey business plan for accounting professionals to offer the 3 Core Services within an Accounting Firm. Which do you want to provide to have the premier tax service in your area?   Bookkeeping & Accounting   Tax Planning & Preparation   CFO & Advisory SCHEDULE A DISCOVERY CALL OPPORTUNITY Is there a demand? Of Course! There are a number of reasons starting a bookkeeping and/tax business appears each year on the Best of the Best lists: Low start up costs No inventory 92% of all businesses are small businesses that need accounting services More than 100% of people need tax service, even dead people The freedom and independence that comes from owning your own business, becoming an accountrepreneur The earning potential, finally getting paid what you are worth The tax savings opportunities And the list goes on which is why this continues to be the best of the best home based businesses SCHEDULE A DISCOVERY CALL "Be in business for yourself but not by yourself" "Be in business for yourself but not by yourself" What people are saying If not now, then when? If not this, then what? Now is the best time to get started Business owners need your help. It's Tax Season. Time to get serious about your business. SCHEDULE A DISCOVERY CALL Be in Business for yourself but not by yourself Universal Accounting®'s training programs specialize in small business accounting so you can take advantage of this valuable niche market. https://vimeo.com/716194521 Schedule an Appointment AWARDS RECEIVED BY UNIVERSAL ACCOUNTING ### How to Start a Bookkeeping Business Online Learn Skills in Starting A Bookkeeping Business Online THIS IS THE BEST OF THE BEST HOME BASED BUSINESS SCHEDULE A DISCOVERY CALL https://vimeo.com/725470524 FACEBOOK TWITTER YOUTUBE LINKEDIN We'd love to hear from you and talk about your future! Click the button below to schedule a call with us for free. Fill up the form to receive updates from us. Let us aid you with starting a bookkeeping business online! SCHEDULE A DISCOVERY CALL Take your first step in starting your own Bookkeeping an Accounting Business First Name* Last Name* Phone* Email* Time Zone* -None- Atlantic Eastern Central Mountain Arizona Pacific Alaska Hawaii Guam International Lead Status -None- Attempted Not Attempted Unattempted Appointment Set by SS International Quick No No Contact Disconnected Wrong Number Fax Machine Doesn’t Speak English Bad Lead Junk Lead Not Qualified Lead Source -None- AB Tips Call in Pepper Lambers AB Tips Direct Sched Appt AccountingWEB - PPG AccountingWEB - WYCRW Accountrepreneur Affiliate Chat Only Chat to Phone Email Call in Employee Referral Facebook Ad Facebook Call in FindCourses.com Google AdWords Google Call in Google+ Internet Call in Other Past Student Seminar Seminar Call in Trade Show Twitter Web Site Apply Now Web Site Call in Web Site Contact Us Web Site Sidebar UA Website Form Webinar - Accountrepreneur Webinar - Value Builder Webinar 3 Benefits Webinar 6 Steps Webinar 9 Keys Webinar Forbes Reasons Webinar OnFireTestimonials Webinar – PFP Primary Advisor Webinar – Start Today WebSite Visit PB STEnter the Captcha Reload Why Bookkeeping? Exceptionally Flexible Minimal Startup Costs No Advanced Degree Required Greater Earning Potential Able to Specialize (Niche) Completely Virtual/Remote WHY START NOW? Bookkeepers Are In High Demand Free or Low-Cost Tech Software Stop Wishing to Launch a Business Why Not Right Now More Tools Are Available Than Ever Before AMONG THE MOST PROFITABLE INDUSTRIES LEVEL UP YOUR BUSINESS Become an Advisor Offer Tactics to Current Clients Streamline To Scale Automate Using Technology (Easy) Outsource (Delegate) and Advance Systematize (standard operating procedures) Hello, I'm Roger, President of Universal Accounting Center.I would love to share my acquired knowledge through years of experience and help Accounting & Bookkeeping Professionals Launch, Manage, and Build a Profitable Bookkeeping Business with my guidance on how to "Starting an accounting business". In order to reach your goals, launch & grow your online business, I help you assess where you are now compared to where you want to be and establish a practical action plan.Are you one of the following? Want to launch a virtual bookkeeping business without feeling overburdened Like to confidently get your first or next paying client? Want to stop making excuses why you’re not prepared? Struggle to implement a strategic plan for your bookkeeping business? Want to expand your business online by utilizing your content? Let us help you get started here at Universal Accounting Center. I would love to hear from you. SCHEDULE A DISCOVERY CALL SCHEDULE A DISCOVERY CALL Be a certified Professional Bookkeeper™ with Universal Accounting Center® Become proficient in the day-to-day application of accounting in small businesses and have the skills, confidence, and competence as a Certified Professional Bookkeeper (PB). Get the skills to build your own successful Bookkeeping & Accounting Practice withUniversal Accounting Center® Universal Accounting Center® provides not only the relevant industry skills to become a qualified accounting professional, but also tested marketing models, promotional plans, and easy-to-follow guides to help you start and build your practice. Plus, receive up to 2-years marketing coaching and assistance. https://vimeo.com/729051238 Become an Accountrepreneur Have The Premier Accounting Service You might be the owner of an accounting firm, a bookkeeping service, or tax practice, but are you an Accountrepreneur? Are you getting paid what you are worth? Are your clients getting the quality services you intended to offer? Or could you be doing more to achieve your goals? There’s no need for you to reinvent the wheel in order to transform your practice into the Premier Accounting Service. Since 1979 Universal Accounting Center has helped to start and build over ten thousand successful accounting firms. We work specifically with owners by offering you the tools and resources you need to train your team. That way you can competently implement proven practices and avoid the challenges and pitfalls that will come your way. So what does the Premier Accounting Service look like? Skilled and certified individuals who you can trust to get the job done Proven marketing systems to find and retain clients Streamlined workflow to ensure the work is running efficiently and profitably Trusted strategic advisors who leverage your clients’ accounting information to help make more intelligent business decisions Set an appointment with us. Let's talk about your situation and how we can help you. SCHEDULE A DISCOVERY CALL Get the Income & Freedom You Deserve 1. Follow the Proven Turnkey Process for Accounting Professionals 2. Learn the 2 Keys for success! Get your first clients in weeks, rather than months following a proven process. SCHEDULE A DISCOVERY CALL "Be in business for yourself but not by yourself" OPPORTUNITY Is there a demand? Of Course! There are a number of reasons starting a bookkeeping and/tax business appears each year on the Best of the Best lists: Low start up costs No inventory 92% of all businesses are small businesses that need accounting services More than 100% of people need tax service, even dead people The freedom and independence that comes from owning your own business, becoming an accountrepreneur The earning potential, finally getting paid what you are worth The tax savings opportunities And the list goes on which is why this continues to be the best of the best home based businesses SCHEDULE A DISCOVERY CALL "Be in business for yourself but not by yourself" There's a proven turnkey business plan for accounting professionals to offer the 3 Core Services within an Accounting Firm. Which do you want to provide to have the premier accounting firm in your area? Bookkeeping & Accounting Tax Planning & Preparation CFO & Advisory SCHEDULE A DISCOVERY CALL There's a proven turnkey business plan for accounting professionals to offer the 3 Core Services within an Accounting Firm. Which do you want to provide to have the premier accounting firm in your area? Bookkeeping & Accounting Tax Planning & Preparation CFO & Advisory What people are saying If not now, then when? If not this, then what? Now is the best time to get started Business owners need your help. It's Tax Season. Time to get serious about your business. SCHEDULE A DISCOVERY CALL https://vimeo.com/716194521 Be in Business for yourself but not by yourself Universal Accounting®'s training programs specialize in small business accounting so you can take advantage of this valuable niche market. Schedule an Appointment AWARDS RECEIVED BY UNIVERSAL ACCOUNTING ### Featured Podcast Creating the LeadingAccounting FirmPodcast Featuring Roger Knecht as Guest Speaker Follow us: Facebook Twitter Youtube Linkedin Want to book Roger on your next podcast? Additional Information Click Here to Contact Roger My Legacy to the Accounting Profession Presenting: Roger Knecht https://vimeo.com/799271792https://vimeo.com/799271737https://vimeo.com/799271792https://vimeo.com/799275980 August 5, 2025 Profit, Principle, and the Hardest Call I Ever Made This episode ... https://vimeo.com/799271792https://vimeo.com/799271737https://vimeo.com/799275980 June 19, 2025 He Knows Why 80% of Businesses Fail. And How You Can Beat the Odds This episode reveals the hidden reasons most small businesses fail—and what you can do right now to turn things around. Whether you're a startup founder, solopreneur, or seasoned business owner, this episode reveals the proven strategies to increase profitability and longevity in any industry. May 29, 2025 Career Mastery Unveiled: Your Personal Roadmap to Success! In this episode, we'll show you how to master your career one step at a time! Explore the nuances of building confidence, crafting impactful resumes, leveraging cover letters effectively, mastering purposeful interviews, implementing success strategies, and nailing thank-you and follow-up techniques. May 21, 2025 WHAT Successful Hiring Looks Like in 2025! They discuss the intricacies of making informed hiring decisions, managing termination processes, and implementing effective employee performance management strategies. From leveraging AI and machine learning to identifying top talent, the latest trends and strategies you need to know are uncovered to stay ahead of the curve. May 5, 2025 Episode 130: Roger Knecht, President of Universal Accounting, Author and Podcast Host Ultimately, this is where the value in this podcast actually lies. Roger is so structured, yet so open, in running through how to construct a sales or client meeting with the paymasters general of your firm – your clients – as well as with your prospects. May 1, 2025 Map Your Path to SUCCESS with this Proven Business Model! In this riveting episode, host Lisa Urbanski invites renowned business expert Roger Knecht to dive into the 9 Principles of Success and the Universal Business Model, unraveling the intricacies of business mapping in the short, mid, and long term. April 30, 2025 Turn Your Business Around FAST with the RED TO BLACK Model! In this episode, Roger shares his PROVEN formula for turning around a struggling business and getting it back on track. With years of experience and a track record of success, Roger's formula has been tested and refined to ensure that it delivers real results. April 26, 2025 Boosting PRODUCTIVITY Through Effective Employee Motivation! Whether you're a manager, supervisor, or team leader, this episode is packed with actionable tips to help you motivate your employees and take your organization to the next level. So, what are you waiting for? Watch now and start boosting productivity today! April 15, 2025 Building The Premier Accounting Practice Universal Accounting founder and CEO Roger Knecht joins Eric Green to break down the mindset and strategies needed to transform your practice from a self-employed job into a profitable, scalable business. Whether you're looking to grow your firm, improve efficiency, or add new revenue streams, this episode provides actionable insights to help you build a business that works for you—rather than the other way around. March 27, 2025 Mentor vs Coach vs Advisor vs Consultant(THEY’RE NOT THE SAME) We're diving into the real differences between these four roles that are often used interchangeably. From the skills and expertise required to the types of relationships and outcomes expected, we're breaking down the nuances of each role to help you understand which one is right for you. March 20, 2025 Money Talks—Here’s How to Make It Work for Your Business! Struggling with your business finances? Let’s get real—if you don’t understand your numbers, you’re leaving money on the table. In this no-BS episode, Stacey Chillemi sits down with accounting expert Roger Knecht to break down the 3 core financial services every business owner needs to master. March 13, 2025 Why You're Quietly Losing Clients (And What Top Firms Do Instead) Tired of feeling like ust another number cruncher? If you're an accountant or bookkeeper stuck in the compliance grind—undervalued, underpaid, and wondering how to position yourself as a strategic advisor—this episode is your wake-up call. February 27, 2025 Success vs. Sacrifice: How to Win Without Losing Yourself If you’re constantly juggling work, personal life, and success—but feel like you’re dropping more plates than you're spinning—this episode is for you. Stacey Chillemi sits down with Roger Knecht to break down what it really takes to achieve success without burning out. February 21, 2025 Stop Drowning in Debt—Here’s How to Take Back Control & Live Free! Join host Stacey Chillemi in a transformative conversation with guest Roger Knecht as they delve into the essential strategies for living a debt-free lifestyle while balancing living in the present and securing your financial future. February 20, 2025 Building Confidence and Competence as CFO, Mentor, and Advisor Roger breaks down the key differences between CFO services, advisory services, and coaching, helping accounting professionals understand how they can expand their offerings and increase their value to clients. February 10, 2025 The Future of Accounting: Roger Knecht on Bookkeeping, Tax Planning & CFO Services Host Gary DeHart sits down with Roger Knecht, president of Universal Accounting Center, to discuss key trends shaping the accounting industry. Roger shares his journey from headhunter to leading a top post-secondary institution for accounting professionals, now a comprehensive online education platform. January 31, 2025 Time Management HACKS to Get MORE Done in LESS Time! Feeling overwhelmed and anxious with your never-ending to-do lists? Join Stacey Chillemi and guest Roger Knecht as they dive into the transformative power of time blocking, strategic planning, and deliberate action in both personal and professional settings. January 31, 2025 Roger Knecht: Can You Be an Accountrepreneur? | The Disruptors You don’t need all the answers, but you do need to ask the right questions. As more accountants and bookkeepers move beyond compliance work into tax advising and planning, cash flow management, and CFO services, they can do work that Knecht says is more fun and creative. January 24, 2025 How Visualization Methods Can Change Your Life Explore the powerful concepts of "Beginning with the end in mind," understanding the process of manifesting your dreams, setting meaningful resolutions, and the challenge of unleashing your full potential. December 4, 2024 "It's Not About You" with Roger Knecht What’s the key to becoming a leader who inspires, aligns, and truly connects with their team? It starts with shifting the focus from “me” to “we.” It’s Not About You: How Leaders Build Trust and Motivate Teams November 12, 2024 Upskilling for Tomorrow: The Advisory-Driven Evolution of Accounting with Roger Knecht In this insightful discussion, Roger and Kevin, explore the evolving role of the modern accounting professional. They delve into the commoditization of traditional services, the rise of CFO and advisory offerings, and the essential skills required to thrive in this new era. October 17, 2024 Fuel Your Business Success: Letting Go and Working ON Your Empire In this episode, we'll explore the common obstacles that hinder entrepreneurs from achieving their goals and living a balanced life. From fear of failure to lack of time management skills, we'll dive into why you might struggle to juggle your professional and personal responsibilities. October 8, 2024 What's the Secret to Making Customers LOVE Your Brand? Learn how to create a strong brand identity that resonates with customers and sets you apart. We’ll also share practical tips and real-life examples to help you implement these strategies effectively. October 1, 2024 Learn 4 Strategies to Boost Your Business Growth Roger Knecht, the President and CEO of Universal Accounting Center (UAC), is a dynamic leader with a passion for empowering accounting professionals. His journey with UAC began in the late 1990s, and he has played a pivotal role in expanding its reach and influence. October 1, 2024 9 Principles of Profitable Businesses! (w/ ROGER KNECHT!) Roger Knecht, the President and CEO of Universal Accounting Center (UAC), is a dynamic leader with a passion for empowering accounting professionals. His journey with UAC began in the late 1990s, and he has played a pivotal role in expanding its reach and influence. September 11, 2024 Insights from Roger Knecht on Building an Accounting Career Roger shares insights on the challenges and successes he has faced, the importance of coaching and mentoring, and the future of the accounting profession. Roger shares insights on the challenges and successes he has faced, the importance of coaching and mentoring, and the future of the accounting profession. September 4, 2024 How to BOOST Your Business with Financial Numbers! Are you looking to take your business to the next level? Join Roger Knecht, a renowned accounting and business strategy expert, as he delves into how financial numbers can transform your business strategy! Learn how to interpret key financial metrics, leverage data for decision-making, and implement strategies that drive growth and profitability. August 13, 2024 Building the Premier Accounting Firm: An Intentional Podcasting Journey, with Roger Knecht A podcast can be much more than a marketing channel—it's a platform for strengthening your network, innovating on new ideas, and driving strategic business outcomes. This is well exemplified by Roger Knecht, President of Universal Accounting, and host of the "Building the Premier Accounting Firm" podcast. August 5, 2024 Mastering KPIs: The Key to Unlocking Financial Success in Accounting In this captivating episode, Stacey Chillemi hosts Roger Knecht from Universal Accounting Center to explore the dynamic world of accounting. Together, they dissect the core accounting services of Leading, Lagging, and Financials, unveiling how these pillars drive business success and financial stability. August 1, 2024 Understanding Your Business Accounting and Bookkeeping Roger is the author of “Your Strategic Accountant” and “Your Profit & Growth Expert”, each written to help business owners understand what they can expect from the accounting profession. He hosts discussions with some of the accounting world’s best minds and shares actionable insights for firms. June 17, 2024 Empowering Entrepreneurs: Roger Knecht's Mission to Educate Ever wondered how a moment of clarity can redefine your career trajectory? Baz Porter sits down with Roger Knecht, President of Universal Accounting Center, to unravel the transformative journey from young ambition to leadership excellence. June 11, 2024 The Wheel of Life and Business Explained Learn how to navigate the challenges of wearing "Many Hats" in business and the art of organizing, prioritizing, and delegating effectively, all to maximize your profits and streamline your operations. Unlock the secrets to sustainable growth and success in the business world. May 25, 2024 5 Keys to Business Success: Expert Reveals Secrets to Grow & Profit Join Stacey Chillemi on this podcast episode to learn the proven strategies for taking your business to the next level. Our guest, Roger Knecht, author of “Your Strategic Accountant” and “Your Profit & Growth Expert,” shares his expert insights into the five keys to success that every entrepreneur needs to know. April 30, 2024 Finally! An Accountant Explaining What the Numbers Really Mean Feel lost interpreting your company's finances? Accountant Roger Knecht brings clarity as the Rosetta Stone between entrepreneurs and their businesses. He explains how your books communicate what's working and what's not. March 11, 2024 Future Talk: Diverse Voices on Accounting's Path! Host Rob Brown is joined by Gary Shamis, Lexy Kessler, Roger Knecht and Calvin Harris to debate whether accountants need to change, examine threats and challenges facing the field, discuss making accounting an attractive career choice, and share bold predictions. March 1, 2024 Having the Premier Accounting Firm, the Nuts and Bolts Whether you're an accountant, tax preparer or bookkeeper, get the nuts and bolts to position your firm as the go-to expert that attracts quality clients. February 21, 2024 How to Grow your Business Successfully - Roger Knecht Roger Knecht delves into the key attributes of successful entrepreneurs, emphasizing passion, financial literacy, commitment to quality, time management, and having a clear purpose. November 22, 2023 Red to Black with Roger Knecht Roger’s podcast, Building the Premier Accounting Firm, keeps accounting professionals on the cutting edge of the industry offering quality bookkeeping, accounting and tax services. November 22, 2023 Collaborative Cents-2-Dollars with Roger Knecht Live Collaborative Cents-2-Dollars podcast featuring Roger Knecht, Regina Bergman, Sally Gimon, and Nicole Barham Shorts https://vimeo.com/799280097https://vimeo.com/799274580https://vimeo.com/799273178https://vimeo.com/799274612 Do You Want More? Check out our library for more podcast arrow-icon-size3 Visit now GIVE US A PHONE CALL FOR QUICK ANSWERS +1 (435) 344 2050 or schedule an appointment at your convenience We look forward to speak with you directly AS SEEN ON AND APPROVED BY ### Universal Business Builder Universal Business Builder™ Universal Accounting®’s Professional Tax Preparer™ program will teach you line by line how to complete individual and business returns. Enroll Today 6 LESSONS 75 VIDEOS Advanced SKILL LEVEL 9:30h DURATION English LANGUAGE WHAT YOU NEED TO KNOW ABOUT Universal Business Builder The Universal Business Builder™ (UBB) program is unique within the accounting profession as it outlines the delivery of quality coaching services to business owners with an accounting emphasis. The Universal Business Builder program was created to help accounting professionals confidently deliver quality coaching services in addition to the accounting services provided to become the premier accounting firm in their area. COURSE OVERVIEW 75 Video Lessons Clock Hours: 9.5+ Designed to be done in 6 to 8 weeks Manuals with exclusive bonus content Online access, anywhere, anytime The opportunity to Certify Your Skills Coaching & support provided by Roger Knecht, president of Universal Accounting Center Deliver Quality Coaching Services to Your Clients The Universal Business Builder program was designed to help accounting professionals confidently deliver quality coaching services to your clients and become a strategic trusted advisor and coach to help them get: MORE CASH – reducing debt, improving cash flow, and finding the funds to invest back into the company MORE TIME – freeing up the time to spend on other things – family, hobbies, or new projects MORE TOYS – improving the lifestyle 01 YOUR ENROLLMENT INCLUDES A prerequisite for the Business Builder program is the Profit & Growth Expert program. After completing and being certified as a PGE the Universal Business Builder (UBB) program gives you the step-by-step process to deliver quality coaching services. This is a turnkey coaching engagement you are able to offer business owners allowing you to become the premier accounting firm in your area as you work with the clients you love. The five key areas you will be trained to address are: Engage & Manifest – Determining the purpose of the business and the “why” of the business owner beginning with the end in mind, the exit strategy. Understanding Accounting – Identifying the Key Performance Indicators (KPI’s) of the business to make more informed business decisions. Increasing Revenue – Focusing on the company’s top line revenue, specifically marketing and sales strategies. Improving Profit – Strategies and tactics for making profit deliberate and intentional. Building Value – Understanding the business is an asset, focusing on areas of the company that increase it’s worth and value. 02 LESSONS? Purpose: delivering quality coaching services with confidence and competence. The step by step process to meet with clients. The training includes: 03 CONVENIENT AT HOME LEARNING This UBB program is delivered through easy-to-follow instructional videos and reference materials. You have the flexibility to complete the courses on your own time, in a way that fits your life and business needs. You’ll be assigned to work directly with Roger Knecht, president of Universal Accounting Center to learn and apply these principles in your business with your clients. Roger has been developing and offering this program to his clients for more than five years with success. Share This Class: Enroll Today MEET YOUR INSTRUCTOR Roger Knecht UAC President Roger Knecht, UAC President Roger helps accounting professionals have the premier accounting firm in their area by equipping you with the skills to offer quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits, and build the value of their business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures. https://youtu.be/CvuXqq-x7qMhttps://youtu.be/ptDktMGH52E Universal Business Builder™ REVIEWS ubb testimonials.mp4 Share This Class: Enroll Today ### BizBench Biz Bench A Statistically Proven Methodology for Increasing the Values of Your Company Enroll Today Visit Website WHAT YOU NEED TO KNOW ABOUT BizBench? BizBench Reports benchmark a business against similar businesses in the same NAICS code in 51 key financial metrics using the extensive database that Universal Accounting has compiled over the last 10 years of of hundreds of thousands of businesses throughout North America. It organizes, charts, and graphs the data into a meaningful presentation of the analysis, complete with comprehensive recommendations for improvement. The report is generated in seconds after you have entered some basic data from the Income Statement and Balance Sheet. Regardless, the bookkeeping software you are able to use the data to generate financial ratios by industry using the date from the income statement and balance sheet. COURSE OVERVIEW Video Lessons in HD Exclusive bonus content Streaming and offline access on desktop and mobile Designated Academic Coach BizBench Software 12 month access Prepare Unlimited reports BizBench Produces The Report Instantly you take all the credit as the business genius you are! Business Executives Owners Benchmark your actual results and forecasts/budgets against industry standards and ratios to coach your clients. Accountants and Consultants Benchmark your clients’ actual results and forecasts against industry standards in 51 Key Performance Ratios. Entrepreneurs and New Business Startups Validate business plan pro-forma against actual industry data, and create Action Items to address the growth ratios. Business Brokers Valuation Consultants Validate the business valuation against industry data using ratio analysis. 01 COURSE DESCRIPTION BizBench gives you the knowledge, understanding and wisdom to take the actions, for your own company or for a client, that can change a struggling business into an industry leader. Software: Just log in to your BizBench user account, and following our Wizard, enter some general company information, basic information from the income statement and balance sheet, and VOILA! 02 Features and Benefits Benchmarks client ratios against the powerful database that we’ve generated over more than a decade of working with companies. Generates comprehensive analysis reports and easy-to-understand benchmarking reports. Generates 20 important financing, operating, efficiency, profitability, and liquidity ratios. Provides Executive Summaries that outline a business’s strengths and weaknesses, rank them by industry averages, and detail talking points for discussion. Includes the ability to set your own acceptable variances (or use the software’s default of 25%). Identifies performance gaps and generates multiple solutions. Features the ability to add your business branding to BizBench reports. Includes templates for a variety of accounting-related letters and compilation and review reports. Stores documents by individual clients, including user-prepared files. Automatically imports firm, preparer, and client information into forms. 03 WHY BizBench? Use BizBench as a marketing tool to differentiate yourself and ATTRACT NEW CLIENTS! Use BizBench as a consulting tool to maximize value and RETAIN EXISTING CLIENTS! Use BizBench to SAVE TIME as you prepare comprehensive consultations in minutes! Use BizBench to give you the insight to MAKE THE CHANGES THAT PAY! Use BizBench to GUIDE YOUR BUSINESS INTO THE TOP 10% OF THE INDUSTRY! Share This Class: Enroll Today Visit Website MEET YOUR INSTRUCTOR Clay Neves Vice President of Student Enrollment Clay Neves, Vice President of Student Enrollment Clay Neves is a 12 year veteran with Universal Accounting Center and has worked with students throughout the United States and Canada to grow their practices. He oversaw the growth of Universal’s seminar channel nearly ten-fold and oversaw the enrollment call center before taking on the implementation of BizBench as a new product, as well as webinars, virtual conferences, and other R&D projects. He has been involved at the executive level in using key performance indicators to identify trends, problems, opportunities and business solutions. He is a past Chamber of Commerce executive and knows how to help small businesses. With over 30 years of sales and marketing management experience, he can help you implement business assessment and evaluation, as well as coach you on how to attract new clients, increase retention, and expand your consulting income. https://youtu.be/3aezTh8TD90https://youtu.be/DPVU4TigYBk BizBench Share This Class: Enroll Today Visit Website ### Advanced Business Coaching Advanced Business Coaching Here you will work directly with Roger Knecht, president of Universal Accounting Center, to help your business thrive. Enroll Today 3 LESSONS 3 VIDEOS Intermediate SKILL LEVEL 9:00h DURATION English LANGUAGE WHAT YOU'LL LEARN IN Advanced Business Coaching? Be in business for yourself but not by yourself. Even when you’ve committed to building your business, you might find that life has a frustrating habit of getting in the way of your success. Things such as procrastination, self doubt, or being spread too thin can hinder your ability to progress. While these challenges may arise, there is no reason to face them alone. With Universal Accounting Center’s Advanced Business Coaching Membership you can receive the support you need as an accounting professional. Through our proven Turnkey Business Plan, you can be sure that you aren’t leaving your success to chance. COURSE OVERVIEW   Individual Coaching Sessions with Robyn Mons (3 months) Group Coaching Sessions with Curtis Swenson (3 months) Monthly Group Conference Calls Bi-weekly Training Videos (3 months) Inclusion in a closed Facebook group community Bonus content delivered within a closed Facebook Group 01 YOUR ENROLLMENT INCLUDES The opportunity to become certified as a Professional Tax Preparer and use the (PTP) designation upon qualification. An Orientation Counselor to help you get set up and through the training. An Academic Coach to learn the material and help with real-world questions A Marketing Coach to help you apply our proven turnkey business plan to find and engage with your ideal clients as you start and build your business. Upon completion of the program, you’ll have the opportunity to speak with your assigned Marketing Coach and during our Marketing Implementation Session This will be a one-on-one discussion to develop your business plan and a clear marketing strategy to get you the clients you need. 02 LESSONS? The modules are organized around the following Value Builder Drivers. Module 1: Marketing Engagement (4+ Months) Automatic Customer – Recurring Revenue Your Growth Quadrant – Growth Potential & Geometric Marketing Training in “Cut to the Chase” Module 2: Accounting Engagement (4+ Months) Financial Performance Switzerland Structure Valuation Teeter Totter Envelope Test List Builder Module 3: Production Engagement (4+ Months) Scalability Finder Customer Score Monopoly Control Hub & Spoke 03 Business & Life Coaching This is a 12+ month engagement working with a business coach to help you work ON you and your business. This is specifically designed to help you have the premier accounting business offering quality accounting services with confidence to get paid what you are worth. Within this program you’ll experience both individual and group coaching. Share This Class: Enroll Today MEET YOUR INSTRUCTORS   Roger Knecht UAC President Roger Knecht, UAC President Roger helps accounting professionals have the premier accounting firm in their area by equipping you with the skills to offer quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits, and build the value of their business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures. Robyn Mons, Certified Life Coach Robyn Mons, Certified Life Coach Robyn helps business professionals learn how to manage their brains so they can create desired results in their lives and in their businesses. As an entrepreneur herself, she understands the challenges that come with balancing work and life and the mental blocks that keep you from taking action. Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage it is the most important thing you can do to create the lasting results you want in your life, including your business. Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible. Her greatest joy is to watch her clients blow their own minds and fulfill their potential. Clay Neves Vice President of Student Enrollment Clay Neves, Vice President of Student Enrollment Clay is veteran with Universal Accounting Center and has worked with students throughout the United States and Canada to grow their practices. He oversaw the growth of Universal’s seminar channel nearly ten-fold and oversaw the enrollment call center before taking on the implementation of BizBench as a new product, as well as webinars, virtual conferences, and other R&D projects. He has been involved at the executive level in using key performance indicators to identify trends, problems, opportunities, and business solutions. He is a past Chamber of Commerce executive and knows how to help small businesses. With over 30 years of sales and marketing management experience, he can help you implement business assessment and evaluation, as well as coach you on how to attract new clients, increase retention, and expand your consulting income. https://youtu.be/MoVy03-Kz6Ehttps://youtu.be/GBrrW45zafwhttps://youtu.be/pkyOzkqDcB0https://youtu.be/jnaG8KJRxrU Advanced Business Coaching REVIEWS https://youtu.be/cOSrOe2Dwdkhttps://youtu.be/egab9Ka4-L4 Share This Class: Enroll Today ### Profit & Growth Expert Profit & Growth Expert™ This proven system empowers you to offer consultative accounting services as a valuable addition to traditional bookkeeping, accounting, and tax work. Enroll Today 10 LESSONS 169 VIDEOS Advanced SKILL LEVEL 40:00h DURATION English LANGUAGE WHAT YOU'LL LEARN IN Profit & Growth Expert Profit & Growth Expert™ is a unique designation within the accounting profession. It demonstrates proficiency in the skills necessary to offer quality accounting services. This program will help you build a premier accounting firm. You will create a business plan and work with your assigned business coach to identify and implement proven marketing strategies that are both effective and inexpensive. You will learn how to sell, price and market your services to your ideal clients. The Profit & Growth Expert program was created to help accounting professionals confidently market, sell and offer quality accounting services to build the premier accounting firm. COURSE OVERVIEW 169+ Video Lessons Clock Hours: 40 Designed to be done in 4 to 6 weeks Two Manuals with exclusive bonus content Online access, anywhere, anytime The opportunity to certify your skills Related Coaching & Support 01 YOUR ENROLLMENT INCLUDES An Orientation Counselor to help you get set up and through the training. An Academic Coach to learn the material and help with real-world questions. A Marketing Coach to help you apply our proven turnkey business plan to find and engage with your ideal clients as you start and build your business. Upon completion of the program, you’ll have the opportunity to speak with your assigned Marketing Coach and during our Marketing Implementation Session. This will be a one-on-one discussion to develop your business plan and a clear marketing strategy to get you the clients you need. 02 LESSONS? 03 Convenient Remote Learning This Profit and Growth Expert program is delivered through easy-to-follow instructional videos, workbooks and reference materials. You have the flexibility to complete the courses on your own time, in a way that fits your life and business needs. You’ll have access to the support of knowledgeable coaches and mentors each running their own successful businesses offering quality accounting services along with access to other experienced accounting professionals throughout your course and beyond. Share This Class: Enroll Today MEET YOUR INSTRUCTORS Roger Knecht UAC President Roger Knecht, UAC President As one of your instructors, Roger Knecht will help you understand how you can go beyond traditional accounting services to offer valuable consultative assistance as a certified Profit & Growth Expert. You’ll learn the Universal Business Module in order to address the most common issue facing business owners; cash flow management. You’ll gain the confidence to effectively market and sell your services and learn how to make profit a priority within your business. Allen Bostrom CPA Allen Bostrom, CPA Allen was the President and CEO of Universal Accounting from 1979 to 2014, when he was given the opportunity to expand his interest in helping accountants become better business consultants, and a stronger support for their employers and small business clients. Since that time, he has trained tens of thousands of accountants, bookkeepers, and tax preparers in practice and client management techniques and strategies. https://youtu.be/GRyB9i-mRtkhttps://youtu.be/TfW1kNubl_Qhttps://youtu.be/tHw64mgJsQwhttps://youtu.be/ncl_nSpBkYY Profit & Growth Expert™ REVIEWS https://youtu.be/TfW1kNubl_Q Share This Class: Enroll Today ### Quickbooks Specialist QuickBooks Specialist™ Universal's Accounting® training course is designed to teach anyone how to use QuickBooks™ Enroll Today 4 LESSONS 81 VIDEOS Intermediate SKILL LEVEL 45:00h DURATION English LANGUAGE WHAT YOU'LL LEARN IN QuickBooks Specialist The QuickBooks Specialist™ is the Professional Bookkeeper’s Guide to QuickBooks. It is designed to teach anyone how to use QuickBooks with confidence. Whether or not you consider yourself a bookkeeping professional, this course is for you. Over 80% of small businesses use Intuit’s QuickBooks accounting software. Mastering QuickBooks can help you enhance your standing with a current employer or enhance your practice by adding setup, consultation, and help services to your menu. COURSE OVERVIEW   549 QBD Video Lessons, 30 hours of instruction 236 QBO Video Lessons, 15 hours of instruction Clock Hours: 45 Designed to be done in 3 to 5 weeks Manuals with exclusive bonus content Online access, anywhere, anytime The opportunity to certify your skills Related Coaching & Support 01 YOUR ENROLLMENT INCLUDES An Orientation Counselor to help you get set up and through the training An Academic Coach to learn the material and help with real-world questions A Marketing Coach to help you apply our proven turnkey business plan to find and engage with your ideal clients as you start and build your business. How QuickBooks Works in Your World – Master QuickBooks software from A-Z Customers & Sales – The Sales Cycle Vendors and Bills: The Buying Cycle Mastering Advanced QuickBooks Topics Along with the course you also receive related coaching and support including reviewing the cover letter, resume and role playing interviews. 02 LESSONS? Module 1: How QuickBooks Works Module 2: Accounting 101 Module 3: QuickBooks Accounting 101 Module 4: Mastering Navigation Basics Module 5: Getting Help And Finding And Correcting Mistakes Module 6: Setting Up A New Company Module 7: Modifying And Setting Preferences Module 8: Introduction To Reporting 03 CONVENIENT AT HOME LEARNING This program is delivered through easy-to-follow instructional videos and workbooks (over instruction and reference materials). You’ll have the flexibility to complete the courses on your own time, in a way that fits your life. Even though you may be training from the comfort of home, you are far from on your own. You’ll have access to the support of knowledgeable accounting coaches and mentors who have their own successful accounting firms along with other experienced accounting professionals. workbooks (over 600 pages of instruction and reference materials). Share This Class: Enroll Today MEET YOUR INSTRUCTORS   Ken Bostrom Color Accounting Expert Ken Bostrom, Color Accounting Expert Ken Bostrom has been an instructor, coach, and officer at Universal Accounting Center for nearly three decades. He has seen Universal Accounting Center grow from a small local brick-and-mortar accounting training school to an international provider of cutting edge, online certification training for accounting professionals. Ken is the author behind our Professional Bookkeeper’s Guide to QuickBooks, as well as its annual updates. You could say Ken wrote the book on how to use QuickBooks to get more done in less time and how to become a Profit and Growth Expert. He is a certified Color Accounting instructor, QuickBooks Specialist, and a QuickBooks Pro Advisor. Adam Syvock Academic Coach Adam Syvock, Academic Coach Adam works with students regarding questions about curriculum and real-world accounting situations. Adam is a graduate of Universal Accounting’s PB program himself, and also holds a bachelor's degree in accounting from the University of Wisconsin-Milwaukee. In addition, Adam also uses his skills as a profit and growth expert to run his own accounting practice. He is also QuickBooks Certified and is working towards his Enrolled Agent (EA) designation. https://youtu.be/Y8S9I2rd7fMhttps://youtu.be/A1w0QFPKsSwhttps://youtu.be/m0XiOduV4Iwhttps://youtu.be/-_Z5ekZEm6U QuickBooks Specialist™ REVIEWS https://youtu.be/6ScWAtKERCIhttps://vimeo.com/202290240https://vimeo.com/202781406 Share This Class: Enroll Today ### Professional Bookkeeper Professional Bookkeeper™ The Professional Bookkeeper™ Certification was created to meet the industry demand for qualified, small business, bookkeeping professionals. Enroll Today 4 LESSONS 81 VIDEOS Intermediate SKILL LEVEL 60:00h DURATION English LANGUAGE WHAT YOU'LL LEARN IN Professional Bookkeeper The Professional Bookkeeper™ Certification Program was created to meet the high industry demand for qualified small business bookkeeping and accounting professionals. Completion of this program is your first step to accelerate your accounting and bookkeeping career. The Professional Bookkeeper™ designation is representative of a person proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses. It demonstrates the accountant’s expertise and commitment to providing quality service for their employer or client. If you’re looking to become a bookkeeping professional who specializes in small to mid-sized businesses, or you’re interested in earning the credentials it takes to advance in your current career, you owe it to yourself to check out Professional Bookkeeper Certification. COURSE OVERVIEW 81 Video Lessons Clock Hours: 60 Designed to be done in 4 to 6 weeks Four Manuals with exclusive bonus content Online access, anywhere, anytime The opportunity to certify your skills Related Coaching & Support 01 YOUR ENROLLMENT INCLUDES The opportunity to become certified as a Professional Bookkeeper and use the (PB) designation upon qualification. An Orientation Counselor to help you get set up and through the training An Academic Coach to learn the material and help with real-world questions A Marketing Coach to help you apply our proven turnkey business plan to find and engage with your ideal clients as you start and build your business. Upon completion of the program, you’ll have the opportunity to speak with your assigned Marketing Coach and during our Marketing Implementation Session This will be a one-on-one discussion to develop your business plan and a clear marketing strategy to get you the clients you need. 02 LESSONS? 03 CONVENIENT AT HOME LEARNING This program is delivered through easy-to-follow instructional videos and workbooks (over 600 pages of instruction and reference materials). You’ll have the flexibility to complete the courses on your own time, in a way that fits your life. Even though you may be training from the comfort of home, you are far from on your own. You’ll have access to the support of knowledgeable accounting coaches and mentors who have their own successful accounting firms along with other experienced accounting professionals. Share This Class: Enroll Today MEET YOUR INSTRUCTORS Allen Bostrom Color Accounting Expert Allen Bostrom, CPA Allen was the President and CEO of Universal Accounting from 1979 to 2014, when he was given the opportunity to expand his interest in helping accountants become better business consultants, and a stronger support for their employers and small business clients. Since that time, he has trained tens of thousands of accountants, bookkeepers, and tax preparers in practice and client management techniques and strategies. Adam Syvock Academic Coach Adam Syvock, Academic Coach Adam Syvock, Academic Coach – Adam works with students regarding questions about curriculum and real-world accounting situations. Adam is a graduate of Universal Accounting’s PB program himself, and also holds a bachelor's degree in accounting from the University of Wisconsin-Milwaukee. In addition, Adam also uses his skills as a profit and growth expert to run his own accounting practice. He is also QuickBooks Certified and is working towards his Enrolled Agent (EA) designation. https://youtu.be/n9C7IkfIuC0https://youtu.be/Osij4D_FH2ohttps://youtu.be/YUNI53tXRQo Professional Bookkeeper™ REVIEWS https://vimeo.com/202290240https://vimeo.com/202781406https://youtu.be/iuLeNr9k8t8 Share This Class: Enroll Today ### Color Accounting Color Accounting™ Designed to make learning fundamentals of accounting  easier. Enroll Today 4 LESSONS 60 VIDEOS ALL SKILL LEVEL 9:00h DURATION English LANGUAGE WHAT YOU'LL LEARN IN Color Accounting Color Accounting is designed to make it easier to learn the fundamentals of accounting. It is an augmentation to the process that you know so well. It is in no way a substitute or replacement for traditional accounting. And yes, it is REAL accounting. In this self-study version Mark Robilliard said it best – “All the best attributes of the acclaimed classroom-based workshop, but in the convenience of your own time.” COURSE OVERVIEW 60+ Video Lessons Clock Hours: 9 Designed to be done in 1 or 2 days BaSIS Framework™ and self-study materials Online access, anywhere, anytime Related Coaching & Support 01 WHAT IS COLOR ACCOUNTING Color Accounting is a revolutionary way of quickly and easily understanding financial information in a brilliant self-study workshop format. You will use diagrams and logical colors to see graphically how accounting actually works in a fun and interactive way. However, keep in mind that this course is in no way a substitute or replacement for traditional accounting. 02 INTERACTIVE LEARNING We fully engage you with story-telling, hands-on teaching, and model building activities. It all happens on your desk and in a vivid diagram of a board in front of you. You’ll see the accounting model in a whole new way. No boring lectures and no assumptions that you already know the basics. 03 CONVENIENT AT HOME LEARNING Color Accounting™ is a new interactive way of learning about accounting that has aided tens of thousands of students, managers, lawyers, and leaders worldwide. It has had a life-changing impact on their skills, confidence, communication, and success. This program is delivered through easy-to-follow instructional videos and workbooks (over 600 pages of instruction and reference materials). You have the flexibility to complete the courses on your own time, in a way that fits your life. Share This Class: Enroll Today MEET YOUR INSTRUCTORS Ken Bostrom Color Accounting Expert Ken Bostrom, Color Accounting Expert Ken Bostrom has been an instructor, coach, and officer at Universal Accounting Center for nearly three decades. He has seen Universal Accounting Center grow from a small local brick-and-mortar accounting training school to an international provider of cutting edge, online certification training for accounting professionals. Ken is the author behind our Professional Bookkeeper’s Guide to QuickBooks, as well as its annual updates. You could say Ken wrote the book on how to use QuickBooks to get more done in less time and how to become a Profit and Growth Expert. He is a certified Color Accounting instructor, QuickBooks Specialist, and a QuickBooks Pro Advisor. MarkRobilliard FCA Mark Robilliard, FCA Mark Robilliard is a Co-founder and American CEO of Color Accounting International. He’s an Aussie who lives in the US and travels across the country to lead seminars on financial statements and business acumen skills, for lawyers, bankers, and business people alike. He is a Fellow of Chartered Accountants Australia New Zealand and was the National Training Manager for KPMG Australia. He has co-authored a number of books, including Accounting Comes Alive: The Color Accounting Parable, and Color Accounting: The New Graphical System That Makes Learning Accounting Easy And Quick. He believes that Accounting Literacy is the under-appreciated foundation upon which all Financial Literacy and Business Acumen should be built. https://youtu.be/s2Uv96E2Qe8https://youtu.be/bo_-zoOeoKAhttps://youtu.be/eKygcsWOYOM REVIEWS https://youtu.be/9iBtbeidiEohttps://youtu.be/lhdz6txAByUhttps://youtu.be/HDsyDzR0_bghttps://youtu.be/lUXG4qmYtkw Share This Class: Enroll Today ### Our Programs Programs We Offer Color Accounting™ Color Accounting™ is designed to make it easier to learn the fundamentals of accounting. Through the use of diagrams and logical colors, you will see graphically how accounting works. As a result, you will learn the language of business and understand its application.? Instructors: Mark Robilliard Ken Bostrom LEARN MORE ENROLL TODAY LEARN MORE ENROLL TODAY Professional Bookkeeper™ The Professional Bookkeeper™ certification was created to meet the high industry demand for qualified bookkeeping professionals. Completion of this program is your first step to accelerating your accounting and bookkeeping career?. Instructors: Allen Bostrom Adam Syvock LEARN MORE ENROLL TODAY LEARN MORE ENROLL TODAY QuickBooks™ Specialist This training course is designed to teach anyone how to use QuickBooks™. Mastering this software can help improve your standing with a current employer. Or it can enhance your practice by adding setup, consultation, and help services to your menu. Instructors: Ken Bostrom Adam Syvock LEARN MORE ENROLL TODAY LEARN MORE ENROLL TODAY Professional Tax Preparer™ Universal Accounting® Professional Tax Preparer™ program will teach you line by line how to complete individual and business returns so that you can either prepare taxes on the side or start your own full-time tax business. Instructors: Allen Bostrom Bill Brough Adam Syvock LEARN MORE ENROLL TODAY LEARN MORE ENROLL TODAY Virtual Bookkeeper's Roadmap™ The Virtual Bookkeeping Business Roadmap gives you the basics of building a solid foundation for your business. It ensures that you are working efficiently and profitably by providing you with the best practices when it comes to the back-office workflow. Instructors: Veronica Wasek LEARN MORE ENROLL TODAY LEARN MORE ENROLL TODAY Profit & Growth Expert™ Our proven system empowers individuals to offer consultative services as a valuable addition to traditional bookkeeping, accounting, and tax work. Learn the step by step process to help your clients turn a profit and empower yourself to serve as their Profit & Growth Expert™. Instructors: Roger Knecht Allen Bostrom Clay Neves LEARN MORE ENROLL TODAY LEARN MORE ENROLL TODAY Advanced Coaching Program Here you will work directly with Roger Knecht, president of Universal Accounting Center, to help your business thrive. This group will meet once per month over closed Facebook Group calls. These meeting will discuss key value drivers in relation to Marketing, Accounting and Production. Instructors: Roger Knecht Robyn Mons Clay Neves LEARN MORE ENROLL TODAY LEARN MORE ENROLL TODAY START YOUR JOURNEY TODAY ### Our Impact Dominican Republic - The Center for Haitian Children https://youtu.be/Uinnx2fOHfg The Story Behind The Center Pastor Jose Pye is a Dominican Haitian living in the Dominican Republic. He visited the Anamuya area about 12 years ago. At that time, it was a place that was looked down on. The pastor had a vision in which he was told that through his ministry, the sun will shine in this area. He started a ministry with his wife. They initially were caring for many orphan children, but then in 2014, their building was tragically burned down, and they have not had a structure that can serve the community since then. Pastor Jose Pye, his wife, and other adults in this community will serve the daily needs of the community through this Center. Our non-profit organizations will also continue to oversee, advise, and mentor the local leaders to help ensure the childrens’ needs continue to be met in the most effective ways. The purpose of the center is to provide a refuge that empowers Haitian children with the resources they need to realize more of their potential in life.  Most of these Haitian children are lacking educational and career opportunities. The Center will also serve as a school, a church, and a place to feed some of the children. The primary goal is to connect these under-privileged children with a caring community that can provide them with resources which will enable them to have a better life. As our relationship continues, we hope to offer sponsorships, sustainable programs, English lessons, computer skills, and learning skills to make products that can be sold locally. CLICK HERE TO HELP Thank you in advance for your generous contribution & donations The Center is located in the town of Anamuya on the east side of The Dominican Republic.  The primary focus on helping Haitian children and adolescents in the area. The children being served are displaced children who come from a variety of backgrounds. While The Center is not an orphanage, some of the children are orphans with no family support. There are some children who may have a parent or family member who is not involved in their lives and not providing any support. Some belong to families who are migrant refugees who have come to the Dominican Republic seeking safety from heavy violence, corruption, or earthquakes in their home country of Haiti. The center is now helping over 100 children. As the project continues throughout the future, we anticipate that many more children will benefit from The Center and its resources over time. The Project The Community Center will be a two story building. The first level will have an open multi-purpose area and kitchen. The second level will have a few classrooms and also some bedrooms for children facing hardships and needing temporary shelter. This project is currently led by a collaborative partnership of multiple leaders and non-profit organizations. HumanEkdromi is a humanitarian excursion business with a social impact focus. This organization is led by Illens Dort, a native Haitian business consultant who has now lived in the United States for the past 35 years and currently resides in Utah. He has led many humanitarian projects for Haitian communities in the Dominican Republic over the past several decades. The Uprise is a non-profit entity dedicated to empowering children and youth who have been failed by other adults, systems, or institutions with the tools that will ignite their potential to live a joyful, successful, and fulfilling life. This organization is led by Robbie and Jessica Schaack who reside in New Braunfels, Texas. Steve Spencer, who has done multiple technology start-up companies, served a two-year volunteer mission in Haiti and speaks Haitian Creole, is also involved with The Uprise. What Next How much will The Center cost? The Center will cost 2,244,407 Dominican Pesos which is equivalent to $40,000 USD. Who is managing the donation funds? Funds donated through the Go Fund Me page (see link below) are managed by The Uprise, a 501c3 non-profit organization, in collaboration with other project leaders mentioned above. How will the donated funds be spent? All funds will go directly towards the construction of The Center.  Funds donated to The Uprise through the Go Fund Me Page will NOT be used to compensate any individuals or to fund any travel expenses for volunteers. The Uprise is a non-profit organization that is run strictly on a volunteer basis without administrative expenses or paid employees. Are donations tax deductible? Yes! We are a 501c3 organization. As a verified GoFundMe 501c3 charity, donations made through the Go Fund Me page will automatically receive a tax donation receipt via email. We have a need to raise a few thousand dollars to fund all the work we’ve completed thus far. We are going to wave our title of liberty flags for our Haitian brothers and sisters tomorrow. Will you join us?! Thanks to your generous donations, we have made tremendous progress this year for our Haitian community! Already  a group of over 20 volunteers from the US came to help bring love and hope to this wonderful community! These humanitarian efforts were filled with unforgettable, life-changing experiences for all involved! We’re thrilled to report the fun is just beginning. But the needs are still great. Your contribution will make a tremendous difference in the lives of these Haitian children who live without most of the privileges that we enjoy, including the chance to get an education. With your help, we can help pave a road for them to have access to pathways and resources that previously was beyond reach. Please consider giving in a way that makes a life-long impact for these kids to have a new start and a new life. CLICK HERE TO HELP Thank you in advance for your generous contribution & donations AND Africa - Kiva business loans At UAC®, we believe that it’s our duty to give back. That’s why we’ve partnered with the international nonprofit, Kiva. Together, our goal is to help underserved communities develop by expanding their financial access. We do this by financing Kiva’s crowdfunded loans. These loans unlock capital for those in need and improving the quality and cost of financial services. Kiva also used this funding to address the underlying barriers to financial access around the world. Through this program, students can pay for tuition, women can start businesses, farmers are able to invest in equipment, and families can afford much-needed emergency care.   Universal Accounting International was established to help develop Africa’s accounting infrastructure to foster economic development across the continent.  To learn more about other Universal Accountings® initiatives, visit Universal Accounting International, UAI). CLICK HERE TO HELP ### The Overlooked Owner ### Freedom Score ### The Danger Of Market Timing The Sale Of Your Business The Danger Of Market Timing The Sale Of Your Business The other day I was speaking with a successful CEO in his fifties who runs a heating and air conditioning company generating eight million dollars in revenue and over one million dollars in profit before tax. Even though he was tired and nearing burnout, he was planning to wait another five to seven years before selling his business because he “wanted to sell at the peak of the next economic cycle.” On the surface, his rationale seems to make sense. If you speak with mergers and acquisitions professionals, they’ll tell you that an economic cycle can impact valuations by up to “two turns,” which means that a business selling for five times earnings at the peak of an economic cycle may go for as low as three times earnings at a low point in the economy. The problem is, when you sell your business, you have to do something with the money you receive, which usually means buying into another asset class that is being affected by the same economy. Let’s say, for example, you had a business generating $100,000 in pre-tax profit in an industry that trades between three times earnings and five times earnings, depending on the point in the economic cycle. Furthermore, let’s imagine you sat stealthy on the sideline until the economy reached the absolute peak and sold your business for $500,000 (five times your pre-tax profit) in October 2007. You took your $500,000 and bought into a Dow Jones index fund when it was trading above 14,000. Eighteen months later – after the Dow Jones had dropped to 6,547.05– you’d be left with less than half of your money. Even though you cleverly waited till the economic peak, by March 9, 2009, you would have effectively sold your business for less than 2.5 times earnings. The inverse is also true. Let’s say you waited “too long” and sold the same business in March 2009. And because you were at the lowest possible point in the economic cycle, you only got three times earnings: $300,000. Notice that’s 20% more than if you’d sold at the peak and bought an index fund at the top of the market. Just like when you sell your house in a good real estate market, unless you’re downsizing, you usually buy into an equally frothy market. Which is why timing the sale of your business on external economic cycles is usually a waste of energy. External vs. internal economic cycles  Instead, I’d recommend timing the sale of your business when internal economic factors are all pointing in the right direction: employees are happy, revenue and profits are on an upward trend, and there is still lots of market share for an acquirer to capture. When internal economic factors are pointing up, you’ll fetch a price at the top end of what the market is paying for businesses like yours right now, which means that – for good or bad – you get to use your newfound cash and buy into the same economic market you’re selling out of. How can you better run your business? - Visit our Free Resources page to learn more tips. ### What Your Birth Certificate Says About Your Exit Plan What Your Birth Certificate Says About Your Exit Plan In our experience, your age has a big effect on your attitude towards your business and how you feel about one day getting out. Here's what we have found: Business owners between 25 and 46 years old Twenty- and thirty-something business owners grew up in an age where job security did not exist. They watched as their parents got downsized or packaged off into early retirement, and that caused a somewhat jaded attitude towards the role of a business in society. Business owners in their 20’s and 30’s generally see their companies as means to an end and most expect to sell in the next five to ten years. Similar to their employed classmates who have a new job every three to five years; business owners in this age group often expect to start a few companies in their lifetime. Business owners between 47 and 65 years old Baby Boomers came of age in a time where the social contract between company and employee was sacrosanct. An employee agreed to be loyal to the company, and in return, the company agreed to provide a decent living and a pension for a few golden years. Many of the business owners we speak with in this generation think of their company as more than a profit center. They see their business as part of a community and, by extension, themselves as a community leader. To many boomers, the idea of selling their company feels like selling out their employees and their community, which is why so many CEO’s in their fifties and sixties are torn. They know they need to sell to fund their retirement, but they agonize over where that will leave their loyal employees. Business owners who are 65+ Older business owners grew up in a time when hobbies were impractical or discouraged. You went to work while your wife tended to the kids (today, more than half of businesses are started by women, but those were different times), you ate dinner, you watched the news and you went to bed. With few hobbies and nothing other than work to define them, business owners in their late sixties, seventies and eighties feel lost without their business, which is why so many refuse to sell or experience depression after they do. Of course, there will always be exceptions to general rules of thumb but we have found that – more than your industry, nationality, marital status or educational background – your birth certificate defines your exit plan. Learn more useful tips to better run your business by listening to our weekly podcast. ### Seven Powerful Ratios To Start Tracking Now Seven Powerful Ratios to Start Tracking Now Doctors in the developing world measure their progress not by the aggregate number of children who die in childbirth but by the infant mortality rate, a ratio of the number of births to deaths.  Similarly, baseball’s leadoff hitters measure their “on-base percentage” – the number of times they get on base as a percentage of the number of times they get the chance to try.  Acquirers also like tracking ratios and the more ratios you can provide a potential buyer, the more comfortable they will get with the idea of buying your business.  Better than the blunt measuring stick of an aggregate number, a ratio expresses the relationship between two numbers, which gives them their power.  If you’re planning to sell your company one day, here’s a list of seven ratios to start tracking in your business now:   Employees per square foot  By calculating the number of square feet of office space you rent and dividing it by the number of employees you have, you can judge how efficiently you have designed your space. Commercial real estate agents use a general rule of 175–250 square feet of usable office space per employee.   Ratio of promoters and detractors  Fred Reichheld and his colleagues at Bain & Company and Satmetrix, developed the Net Promoter Score® methodology, which is based around asking customers a single question that is predictive of both repurchase and referral. Here’s how it works: survey your customers and ask them the question “On a scale of 0 to 10, how likely are you to recommend to a friend or colleague?” Figure out what percentage of the people surveyed give you a 9 or 10 and label that your ratio of “promoters.” Calculate your ratio of detractors by figuring out the percentage of people surveyed who gave you a 0–6 score. Then calculate your Net Promoter Score by subtracting your percentage of detractors from your percentage of promoters.  The average company in the United States has a Net Promoter Score of between 10 and 15 percent. According to Satmetrix’s 2011 study, the U.S. companies with the highest Net Promoter Score are:  USAA Banking 87% Trader Joe’s 82% Wegmans 78% USAA Homeowner’s Insurance 78% Costco 77% USAA Auto Insurance 73% Apple 72% Publix 72% Amazon.com 70% Kohl’s 70%   Sales per square foot  By measuring your annual sales per square foot, you can get a sense of how efficiently you are translating your real estate into sales. Most industry associations have a benchmark. For example, annual sales per square foot for a respectable retailer might be $300. With real estate usually ranking just behind payroll as a business’s largest expenses, the more sales you can generate per square foot of real estate, the more profitable you are likely to be.  Specialty food retailer Trader Joe’s ranks among companies with the highest sales per square foot; Business Week estimates it at $1,750 – more than double that of Whole Foods.  Revenue per employee  Payroll is the number-one expense of most businesses, which explains why maximizing your revenue per employee can translate quickly to the bottom line. In a 2010 report, Business Insider estimated that Craigslist enjoys one of the highest revenue-per-employee ratios, at $3,300,000 per employee, followed by Google at $1,190,000 per bum in a seat. Amazon was at $1,010,000, Facebook at $920,000, and eBay rounded out the top five at $530,000. More traditional people-dependent companies may struggle to surpass $100,000 per employee.  Customers per account manager  How many customers do you ask your account managers to manage? Finding a balance can be tricky. Some bankers are forced to juggle more than 400 accounts and therefore do not know each of their customers, whereas some high-end wealth managers may have just 50 clients to stay in contact with. It’s hard to say what the right ratio is because it is so highly dependent on your industry. Slowly increase your ratio of customers per account manager until you see the first signs of deterioration (slowing sales, drop in customer satisfaction). That’s when you know you have probably pushed it a little too far.  Prospects per visitor  What proportion of your website’s visitors “opt in” by giving you permission to email them in the future? Dr. Karl Blanks and Ben Jesson are the cofounders of Conversion Rate Experts, which advises companies like Google, Apple and Sony how to convert more of their website traffic into customers. Dr. Blanks and Mr. Jesson state that there is no such thing as a typical opt-in rate, because so much depends on the source of traffic. They recommend that rather than benchmarking yourself against a competitor, you benchmark against yourself by carrying out tests to beat your site’s current opt-in rate. Dr. Blanks and Mr. Jesson suggest the easiest way of increasing opt-in rate is to reward visitors for submitting their e-mail addresses by offering them a gift they’d find valuable. Information products – such as online white papers, videos and calculators – make ideal gifts, because their cost per unit can be almost zero. Using this technique and a few others, Conversion Rate Experts achieved a 66 percent increase in the prospects-per-visitor rate for SOS Worldwide, a broker of office space.   Prospects to customers  Similar to prospects per visitor, another metric to keep an eye on is the efficiency with which you convert prospects – people who have opted in or expressed an interest in what you sell – into customers.  Conversion Rate Experts’ Dr. Blanks and Mr. Jesson recommend you monitor the rate at which you are converting qualified prospects into customers, and then carry out tests to identify factors that improve that ratio. Conversion Rate Experts more than doubled the revenues of SEOBook.com, the leading community for search marketers, by converting many of SEOBook’s free subscribers into customers. Techniques that were found to be effective included (perhaps counter intuitively) restricting the number of places available; allowing easier comparison between SEOBook and the alternatives; communicating the company’s value proposition more effectively; and simplifying its sign-up process. The trick is to establish your benchmark and tinker until you can improve it.  Acquirers have a healthy appetite for data. The more data you can give them – in the ratio format they’re used to examining – the more attractive your business will be in their eyes.  Learn more tips to help you run your business by visiting our Free Resources page.     ### 9 Warning Signs You’re a Hub-and-Spoke Owner 9 Warning Signs You’re a Hub-and-Spoke Owner If you were to draw a picture that visually represents your role in your business, what would it look like? Are you at the top of a traditional Christmas-tree-like organizational chart, or are you stuck in the middle of your business, like a hub in a bicycle wheel? As anyone who has tried to fly United when O’Hare has been hit by a snowstorm knows, a hub-and-spoke model is only as strong as the hub. The moment the hub is overwhelmed, the entire system fails. Acquirers generally avoid hub-and-spoke managed businesses because they understand the dangers of buying a company too dependent on the owner. Here’s a list of nine warning signs you’re a hub-and-spoke owner and some suggestions for pulling yourself out of the middle of your business:  You sign all of the checks Most business owners sign the checks, but what happens if you’re away for a couple of days and an important supplier needs to be paid? Consider giving an employee signing authority for checks up to an amount you’re comfortable with, and then change the mailing address on your bank statements so they are mailed to your home (not the office). That way, you can review all signed checks and make sure the privilege isn’t being abused.  Your mobile phone bill is over $200 a month If your employees are out of their depth a lot, it will show up in your mobile phone bill because staff will be calling you to coach them through problems. Ask yourself if you’re hiring too many junior employees. Sometimes people with a couple of years of industry experience will be a lot more self-sufficient and only slightly more expensive than the greenhorns. Also consider getting a virtual assistant (VA), who can act as a first line of defense in protecting your time. You can find a VA by filling out the request for proposal at http://www.ivaa.org/.  Your revenue is flat when compared to last year’s Flat revenue from one year to the next can be a sign you are a hub in a hub-and-spoke model. Like forcing water through a hose, you have only so much capacity. No matter how efficient you are, every business dependent on its owner reaches capacity at some point. Consider narrowing your product and service line by eliminating technically complex offers that require your personal involvement, and instead focus on selling fewer things to more people.  Your vacations suck If you spend your vacations dispatching orders from your mobile, it’s time to cut the tether. Start by taking one day off and seeing how your company does without you. Build systems for failure points. Work up to a point where you can take a few weeks off without affecting your business.  You spend more time negotiating than a union boss If you find yourself constantly having to get involved in approving discount requests from your customers, you are a hub. Consider giving front-line, customer-facing employees a band within which they have your approval to negotiate. You may also want to tie salespeople’s bonuses to gross margin for sales they generate so you’re rewarding their contribution to profit, not just chasing skinny margin deals.  You close up every night If you’re the only one who knows the close-up routine in your business (count the cash, lock the doors, set the alarm), then you are very much a hub. Write an employee manual of basic procedures (close-up routine, email footer to use, voice mail protocol) for your business and give it to new employees on their first day on the job.  You know all of your customers by first name It’s good to have the pulse of your market, but knowing every single customer by first name can be a sign that you’re relying too heavily on your personal relationships being the glue that holds your business together. Consider replacing yourself as a rain maker by hiring a sales team, and as inefficient as it seems, have a trusted employee shadow you when you meet customers so over time your customers get used to dealing with someone else.  You get the tickets Suppliers’ wooing you by sending you free tickets to sports events can be a sign that they see you as the key decision maker in your business for their offering. If you are the key contact for any of your suppliers, you will find yourself in the hub of your business when it comes time to negotiate terms. Consider appointing one of your trusted employees as the key contact for a major supplier and give that employee spending authority up to a limit you’re comfortable with.  You get cc’d on more than five emails a day Employees, customers and suppliers constantly cc’ing you on e-mails can be a sign that they are looking for your tacit approval or that you have not made clear when you want to be involved in their work. Start by asking your employees to stop using the cc line in an email; ask them to add you to the “to” line if you really must be made aware of something – and only if they need a specific action from you. How can you build the premier accounting business? - Become an Accountrepreneur. ### Where to start, when your growth stops Where to start, when your growth stops Why would two companies in the same industry, with the same financial performance, command vastly different valuations? The answer often comes down to how much each business is likely to grow in the future. The problem is that a lot of successful businesses reach a point where their growth starts to slow as the company matures. In fact, the price of doing a great job carving out a unique niche is that the specialty that made you successful can start to hold you back. If you make the world’s greatest $5,000 wine fridge, you may have a successful, profitable business until you run out of people willing to spend $5,000 to keep their wine cool. Demonstrating how your business is likely to grow in the future is one of the keys to driving a premium price for your company when it comes time to sell. To brainstorm how to grow beyond the niche that got you started, consider the Ansoff Matrix. It was first published in the Harvard Business Review in 1957 but remains a helpful framework for business owners today. Sometimes called the Product/Market Expansion Grid, the Ansoff Matrix shows four ways that businesses can grow, and it can help you think through the risks associated with each option. Imagine a square divided into four quadrants representing your four growth choices, which include selling… existing products to existing customers, new products to existing customers, existing products to new markets, and new products to new markets. The choices above are presented from least to most risky. In a smaller business, with few dollars to gamble, focusing your attention on the first two options will give you the lowest risk options for growth. Existing products to existing customers It’s natural to feel like you’re being greedy when you go back to the same customers for more of their dollars, but the opposite can often be true. Your best customers are usually the ones who know and like you the most and are often pleased to find out that you – someone they trust – are offering something they need. Greg is a hardware store owner who came to understand the Ansoff Matrix. Greg earns a 150% markup on cutting keys but his cutter was hidden in a corner of the store where nobody could see it. As a result, he didn’t cut many keys. One day, Greg decided to move the key cutter and position it directly behind the cash register so everyone paying for his or her hardware could see the machine. Customers started seeing the cutter and realized – often to their pleasant surprise – that Greg cut keys. Not surprisingly, Greg started selling a lot more keys to his loyal customers. The key cutter didn’t woo many new customers, but it did increase his overall revenue per customer. If you want to sell more of your existing products to your existing customers, draw up a simple chart of your products and services. Don’t be afraid to dust off those old products that you haven’t paid much attention to lately. List your best customers’ names down one side of the paper and your products across the top. Then cross-reference your customer list with your product list to identify opportunities to sell your best customers more of your existing products. New Products to Existing Customers Another approach to growth is to sell new products to existing customers. For example, there is a BMW dealership owner in the Midwest whose typical customer is a family patriarch in his forties. When he felt like he had saturated the market for well-heeled forty-something men in his trading area, he thought about what other products he could sell his existing customers. But instead of defining his customer as the forty-something man, he decided to think of his customer as the financially successful family and his market as their driveway. Instead of trying to sell more BMWs into a market of diminishing returns, he bought a Chrysler dealership so he could sell minivans to the spouses of his BMW buyers. He then realized that a lot of his customers had kids in their teens so he bought a Kia dealership to sell the family a third, inexpensive car. Once you become successful, it can be tempting to sit back and enjoy your success. But in order to drive up the value of your business, you need to be able to demonstrate how you can grow, and the least risky strategy will be to figure out what else you could sell to your existing customers. Listen to our weekly podcast to learn more tools that will help you in running your business. ### Four Ways to Protect Your Turf Four Ways to Protect Your Turf Warren Buffett famously invests in businesses that have what he calls a protective “moat” around them – one that inoculates them from competition and allows them to control their pricing. Big companies lock out their competitors by out-slugging them in capital infrastructure investments, but smaller businesses have to be smarter about how they defend their turf. Here are four ways to deepen and widen the protective moat around your business: Get certified Is there a certification program that you could take to differentiate your business? A Canadian company that disposes of radioactive waste decided to get licensed by the Canadian Nuclear Safety Commission.  It was a lot of paperwork and training, but the certification process acts as a barrier against other people jumping into the market and competing. Is there a certification you could get that would make it more difficult for others to compete with you? Create an army of defenders Ecstatic customers act as defenders against other competitors entering your market, a factor that has enabled companies like Trader Joe’s to defend their market share in the bourgeois bohemian (bobo) market, despite a crowded market of stores hawking groceries Get your customers to integrate Is there a way you can get your customers to integrate your product or service into their operations? The basic switching costs of Customer Relationship Management (CRM) software are virtually nil.  Everyone from 37signals to Salesforce.com will give you a free trial to test their wares. The real expenses associated with changing CRM software only come when a business starts to customize the software and integrate it into the way they work. Once a sales manager has trained his salespeople in creating a weekly sales funnel in a CRM platform, try to convince him to switch software. Can you offer your customers training in how to use what you sell to make your company stickier? Become a verb Think back to the last time you looked for a recipe. You probably “googled” it.  Part of Google’s competitive shield is that the company name has become a verb. Now every time someone refers to searching for something online, it reinforces the competitive position of a single company. Is there a way you could control the vocabulary people use to refer to your category or specialty? Widening your protective moat triggers a virtuous cycle: differentiation leads to having control over your pricing, which allows for healthier margins, which in turn lead to greater profitability and the cash to further differentiate your offering. Want to be in control of and better run your business? - Become an Accountrepreneur. ### Prevention is Better Than Cure Prevention is Better Than Cure To grow a valuable business – one you can sell – you need to set up your company so that it is no longer reliant on you.This can be easier said than done, especially when, like a PR consultant or plumber, what you are selling is your expertise. To scale up a knowledge-based business, you first have to figure out how to impart your knowledge to your employees, so that they can deliver the goods. However it can be difficult to condense years of school and on-the-job learning into a few weeks of employee training. The more specialized your knowledge, the harder it is to hand off work to juniors.The key to scaling up a service business can often be found by offering the service that prevents customers from having to call you in the first place. You have to shift from selling the cure to selling the prevention.Fixing what is broken is typically a hard task to teach; however, preventing things from breaking in the first place can be easier to train others to do.For example, it takes years for a dentist to acquire the education and experience to successfully complete a root canal, but it’s relatively easy to train a hygienist to perform a regularly scheduled cleaning. It’s almost effortless for a real estate manager to hire someone to clean the eaves trough once a month, but repairing the flooded basement caused by the clogged gutters can be quite complex.For a master car mechanic, overhauling an engine that has seized up takes years of training, but preventing the problem by regularly changing a customer’s oil is something a high school student can be taught to do. For an IT services company, restoring a customer’s network after a virus has invaded often takes the know-how of the boss, but preventing the virus by installing and monitoring the latest software patches is something a junior can easily be trained to do.When you’re selling your expertise, it can be tough to hire a team to do the work for you. As ironic as it sounds, sometimes the key to getting out of doing the work is to offer a preventive service, which not only maintains your business income, but also eliminates the need for someone to call you in the first place. How can you build the premier accounting business? - Visit our Free Resources page. ### Planning to Sell? How to answer THE most important question Planning to Sell? How to answer THE most important question Many business owners believe the act of selling their business is similar to passing the baton in a 400 meter relay: once you’re finished running, you get to relax.  In reality, buyers will insist that you stay on for a transition period – anywhere from six months to five years – during which time you continue to work in your business to help the buyer capitalize on the investment they’re making. THE Question: At some point in the process of selling your business, a prospective buyer will ask you – oftentimes casually – “Why do you want to sell your business?” These eight seemingly innocuous words have derailed more deals than any others.  Buyers ask THE question to evaluate how likely and willing you are to stay on or if you already have one foot out the door.  Obviously you don’t want to lie, but there is a right and wrong way to answer THE question. Answers like “I want to slow down a bit” or “I want to travel” or “we’ve got a baby on the way and I want to spend more time at home” communicate to a potential buyer that you plan on winding down when they take over. However, what they want to hear is your intention to help them realize the potential locked inside your business.  Here are some suggested responses based on your age.  If you’re under 40, you clearly aren’t ready to “retire” so you need to communicate that you see an upside in merging your business with theirs:  “In order for us to get to the next level, we need to find a partner with more .” If you’re between 40-55 years old, most people will understand the need to shore up your personal balance sheet:  “I’ve reached a time in my life where I want to create some liquidity from the value I’ve created so far, and at the same time I want to find a partner who can help us get to the next level.” If you’re over 55, you can start to talk about retirement, but you want to make sure you communicate that you still have lots of energy and passion for your business.  “I’m at a stage where I need to start thinking about retirement. It’s a long way off yet, but I want to be proactive.” Rehearse your answer to THE question so it becomes a natural response when you are inevitably asked THE question by a potential acquirer.  To learn more tips about how to better run your business, listen to our weekly podcast.     ### The C-word and 7 Others to Avoid at Work The C-word and 7 Others to Avoid at Work The majority of businesses in America today started out as service companies. If you want to own a web design firm, you don’t need a lot of money, just a technical knack. Enterprising professionals who know how to get the media’s attention can start their own public relations firms without much more than a mobile phone. No capital required. But if you want to build a valuable company – one you can sell – you’ll want to stop presenting yourself as a service firm. Consultancies are not usually valuable businesses, because acquirers generally view them as a collection of people who peddle their time on a hamster wheel. The typical way to sell a consultancy is for the consultants themselves to trade their equity for a job, in the form of an earn-out that may or may not have an upside. If you want to build a valuable company consider re-positioning your business out of the ‘consultancy’ box.  Depending on your business, you may need to change your business model and ‘productize’ your service. One of the first things to do is to stop using consulting company terminology and replace it with the terminology of a valuable business: Consultancy Defining your company as a ‘consultancy’ will announce to the market you are a collection of people who have banded together around an area of expertise. Consultancies rarely get acquired, and when they do, it is usually with an earn-out. Replace ‘consultancy’ with ‘business’ or ‘company’. Engagement An engagement is something that happens before two people get married; therefore, using the word in a business context reinforces the people-dependent nature of your company. Replace the word ‘engagement’ with ‘contract’, and you’ll sound a lot more like a business with some lasting value. Deck A deck is a place to have a glass of wine. It’s not a word to use to describe a PowerPoint presentation unless you want to look like a ‘consultancy’. Consultant Instead of describing yourself using the vague term ‘consultant’, describe what you consult on. If you are a search engine optimization consultant, who has developed a methodology for improving a website’s natural search performance, say you ‘run an SEO company’ or ‘help companies improve their ranking on search engines, such as Google’. Deliverables Consultants promise ‘deliverables’. The rest of the world guarantees the features and benefits of their product or service. Associate, engagement manager, partner If you refer to your employees with the telltale labels of a consultancy, consider replacing ‘associate’, ‘engagement manager’ and ‘partner’ with titles like ‘manager’,” ‘director’ and ‘vice-president’, and  you’ll reduce the chance of your customers expecting a bill calculated at 10-minute increments. Clients The word ‘client’ implies a sense of hierarchy in which service providers serve at the pleasure of their client. Companies with ‘clients’ are usually prepared to do just about anything to serve their clients’ needs, which sounds great to clients, but also telegraphs to outsiders that you customize your work to a point where you have no leverage or scalability in your business model. Would your ‘clients’ really care if you started referring to them as ‘customers’? It’s easy to get stuck in a low-growth consulting company. ‘Clients’ expect to deal with a ‘partner’ on their ‘engagements’, so the business stalls when the partners run out of time to sell. If a company ever decides it wants to buy your consultancy, acquirers will know they have to tie up the partners on an earn-out, to transfer any of the value. When it comes to the value of your business, optics matter and the first step in avoiding the consulting company valuation discount is to stop using the lingo. Learn how you can build the premier accounting business - Become an Accountrepreneur. ### Does Your Business Have Curb Appeal? Does Your Business Have Curb Appeal? Let’s say you’re in the market for buying a house and you go to view one that looks appealing in the ad. How does it look on the inside? The outside? What about the location? What is your general impression? Like your house, your business projects an image to potential buyers. When they come to see your business for the first time, your “curb appeal” can attract a buyer to your business—or cause them to walk away from it. Do you need to improve your curb appeal? Here's a three-step plan: Fix Your Leaky Faucets Perhaps, like many other business owners, you started your business from scratch with one or two employees and now you have 20 people working for you. But do you have the appropriate HR infrastructure in place for that size of a company?  Perhaps you even take pride in your informal management style, but it can prove to be a liability when it comes time to sell. Make sure your human resources policies are at least as stringent as those of the company you hope will buy your business. Some basics to have in place:   A written policy making it clear you forbid any form of harassment or discrimination;   A written letter of employment for each staff member;   A written description of your bonus system;   Written policies for employee expenses, travel and benefits. Assemble Your Binder When you go to buy a house, it will give you confidence if the owner has the instruction manuals for the appliances, information on where they were purchased, and who to call if one of them breaks down. Similarly, when a potential buyer looks at your company, he wants to see that you have your business information in order.  Documenting your office procedures, core processes, and other intellectual capital can help you attract more bidders and a higher price for your company, while also lowering the chance of the deal falling apart during diligence. If you want to attract a buyer one day, your business needs a binder with instructions for basic functions, such as: Opening up in the morning and closing down at night; Forms and step-by-step instructions for routine tasks; Templates for key documents; Emergency numbers for service providers; Billing procedures for customers. How your company is positioned in the market and your marketing tools. Document Your Intangibles Intangibles for house buying might include: Is the house near a good school or daycare? What kind of neighborhood is it?  What kind of commute are you looking at to get to work? Your business also has intangible, often intellectual, assets that a potential buyer needs to be made aware of, such as: Proprietary research you’ve conducted; A formula for acquiring new customers; Criteria you use to evaluate a potential new location; Your unique approach to satisfying a customer. As with selling a house, your company's curb appeal can go a long way toward closing a deal. Visit our Free Resources page to learn more about useful tips you can use to better run your business. ### Is Now the Time To Sell Your Business? Is Now the Time To Sell Your Business? Have you been thinking about selling your business but just can’t decide if now is the best time?  Do you find yourself repeatedly analyzing the economic situation and wishing you had a crystal ball? There are positive signs and there are negative signs…. If you’re still up in the air and can’t quite decide whether or not to hit the eject button, here are six reasons you might want to consider getting out now. You’re less interested in fighting the good fightA lot of business owners took the Great Recession in the teeth. If you’ve got your business stabilized and the prospect of possibly having to fight through another recession leaves you panic-stricken, it could be time for you to get out. The worst is behind you Let’s say you were mentally ready to consider selling a few years ago and then 2008 hit and 2009 was bad, and in 2010 and 2011 you made cuts and adjustments, so now you’re starting to see some profit and revenue growth.  With your numbers going in the right direction, now might be just the right time to make your move. The tax man is comingGovernments around the world are looking for money to fund the cost of an aging population. At some point this will mean increased taxes.  Nobody is lucky foreverIf you’re lucky enough to be in a business that actually benefits from a bad economy, congratulations... you’ve probably just had the four best years of your business life. But no cycle lasts forever and right now might be a great time to take some chips off the table. The coming glutAs a business owner, demographics are not on your side.  As the baby boomers start to retire in droves, we’re going to have a glut of small businesses coming on the market. That’s great if you’re buying; but if you’re a seller, you may want to avoid the flood and head for higher ground now. The closing windowSince 2008, it’s been tougher for private equity companies to raise money; so many firms had their last successful round of fundraising a number of years ago. Many of these funds have a five-year window in which to invest or they have to give the money back to the people who gave it to them. Some boutique private equity firms will make investments in companies that have at least one million dollars in pre-tax profits (larger private equity firms will not go below $3 million in EBITDA); so if you’re in the seven-figure club, you could get a bidding war going for your business among private equity buyers keen to invest their money before they have to give it back.Learn how you can better your business - Become an Accountrepreneur. ### CAUTION: DO NOT POKE THE GIANT CAUTION: DO NOT POKE THE GIANT On June 1, 2011, both Floyd’s Coffee Shops in Portland, Oregon were busier than usual. The regulars were elbowed out of the way by new customers visiting the store for the first time to redeem their coupon and get $10 worth of coffee for $3. This tempting offer was made because Floyd’s had been picked as the first-ever Google Offers “deal.” Google Offers is the company’s first baby step into the world of “social buying” style promotions where a special, limited time offer is made by a business hoping that the deal will spread virally and thereby introduce a new legion of customers to their business. Google, of course, did not invent the deal-of-the-day category; they were goaded into it after their generous $6 billion dollar offer to buy Groupon was turned down. Now Groupon is starting to feel the pinch after thumbing their nose at one of the world’s most valuable companies. According to compete.com, Groupon’s traffic went from 33.7 million unique visitors in June 2011 to just 18.3 million unique visitors in January 2012. That’s a drop of almost half inside less than a year. Not surprisingly, Groupon’s stock is also down around 25% since its IPO last year. Overplaying your hand The moral of the story is to be careful not to overplay your hand when being approached by someone who wants to buy your company. Acquirers usually have deep pockets and, while you may think your business is unique, never underestimate the resolve of a big company with lots of cash. They do have an alternative to buying you: they can simply compete with you. Typically when they make the decision to walk away from the negotiation table they do not leave empty-handed. They come away with new-found insight on how you run your business, what works, and what flops; so they have an enormous head start to launch a competitive company. And it doesn’t just happen in Silicon Valley. Take a hypothetical example of a home security company generating $500,000 per year in profit (before tax) installing and monitoring home alarms. One day a big alarm company comes along and says they want to buy the business and they’re willing to pay four times pre tax profit. The alarm company owner turns up his nose and demands six times earnings. Now the suitor has a choice. They can try and negotiate with the owner, but that would undermine the economics of the model they’ve used to buy hundreds of similar alarm companies across the country, or they can simply hire someone to start an office to compete with him. Let’s say they pick door number two and hire a young, aggressive manager. They guarantee her $200,000 a year in the first 12 months on the job while she is building her business. You have not only lost the opportunity to sell your business; you’re now competing against a young, motivated rival with a parent company who has an extra $1,800,000 ($2,000,000 withdrawn offer minus the $200,000/ year salary for their manager) that they didn’t use to buy you and they’re putting it towards helping your new competitor build her business. If you’re lucky enough to get approached by a big company who wants to buy yours, remember that they are usually not choosing between buying you or buying your competitor. They are often choosing between buying you or setting up shop to compete with you. Listen to our weekly podcast to learn more about how you can better your business. ### 7 things to do before signing a Letter of Intent 7 things to do before signing a Letter of Intent You may be years away from selling your business, but it’s never too early to understand what the process involves. If you have ever promised your child a treat in return for good behavior, you know all about negotiating leverage. When selling an attractive business, you also have leverage—but only up to the point where you sign a letter of intent (LOI), which almost always includes a “no shop” clause requiring you to terminate discussions with other potential buyers while your newfound “fiancé” does due diligence. After you sign the LOI, however, the balance of power in the negotiation swings heavily in favor of the buyer, who can then take their time investigating your company.  At the same time, with each passing day, you will likely become more psychologically committed to selling your business. Savvy buyers know this and can drag out diligence for months, coming up with things that justify lowering their offer price or demanding better terms. With your leverage diminished and other suitors sidelined, you are then left with the unattractive options of either accepting the inferior terms or walking away. Here are seven things you can do—before you even put your business up for sale, and before signing an LOI—to minimize the chances of your deal dragging on for months and becoming watered down: Make sure your customer contracts have “successor” clauses. Have customers sign long-term, standardized contracts, including a clause stating that the obligations of the contract survive any change in company ownership. Nurture and prepare a group of 10 to 15 “reference-able” customers. Acquirers will want to ask your customers why they do business with you and not your competitors. Before you sign the LOI, cultivate a group of customers to act as references. Ensure your management team is all on the same page. During due diligence, acquirers will want to interview your managers without you in the room. They want to find out if everyone in your company is pulling in the same direction. Consider getting audited financials. An acquirer will have more confidence in your numbers and will perceive less risk if your books are audited by a recognized accounting firm. Disclose the risks up front. Every company has some risk factors. Disclose any legal or accounting hiccups before you sign the LOI. Negotiate down the due diligence period. Most acquirers will ask for a period of 60 or 90 days to complete their due diligence. You may be able to negotiate this down to 45 days—perhaps even 30 with some financial buyers.  If nothing else, you'll alert the acquirer to the fact that you're not willing to see the diligence drag out past the agreed-to close date. Make it clear there are others at the table. Explain that, while you think the acquirer's offer is the strongest and you intend to honor the “no shop” agreement, there are other interested parties at the table. If you take all seven of these steps, you will protect the value of your business as the balance of power in the negotiations to sell your company swings from you to the buyer. Learn more about useful tips like these by listening to our weekly podcasts. ### Four Traps to Avoid When an Acquirer Comes Calling Four Traps to Avoid When an Acquirer Comes Calling You may be eager to sell your business, and happy to have an acquirer at your doorstep, but what’s it like when an acquirer starts looking inside every inch of your business? Most professional acquirers will have a checklist of questions – both objective and subjective – that they need answered before getting serious about buying your company.  Examples of objective questions include: When does your lease expire and what are the terms? Do you have consistent, signed, up-to-date contracts with your customers and employees? Are your ideas, products and processes protected by patent or trademark? What kind of technology do you use, and are your software licenses up to date? What are the loan covenants on your credit agreements? How are your receivables? Do you have any late payers or deadbeat customers? Does your business require a license to operate, and if so, is your paperwork in order? Do you have any litigation pending? Then they'll try to get a subjective sense of your business, including figuring out just how integral you are personally to the success of your business. And that requires some investigative work as well as some tricks of the trade. For example: Trick #1: Making last-minute changes By asking to make a last-minute change to your meeting time, an acquirer gets clues as to how involved you are personally in serving customers. If you can't accommodate the change request, the acquirer may probe to find out why and try to determine what part of the business is so dependent on you that you have to be there. Trick #2: Checking to see if your business is vision impaired An acquirer may ask you to explain your vision for the business, which is a question you should be well prepared to answer. However, he or she may ask the same question of your employees and key managers. If your staff members offer inconsistent answers, the acquirer may take it as a sign that the future of the business is in your head. Trick #3: Asking your customers why they do business with you A potential acquirer may ask to talk to some of your customers. He or she will expect you to select your most passionate and loyal customers and will therefore expect to hear good things. The customers may be asked a question like 'Why do you do business with these guys?' The acquirer is trying to figure out where your customers' loyalties lie. If your customers answer by describing the benefits of your product, service or company in general, that's good. If they respond by explaining how much they like you personally, that's bad. Trick #4: Mystery shopping Acquirers often conduct their first bit of research before you even know they are interested in buying your business. They may pose as a customer, visit your website, or come into your company to understand what it feels like to be one of your customers. Make sure the experience your company offers a stranger is tight and consistent, and try to avoid being personally involved in finding or serving brand new customers. If a potential acquirer sees you personally as the key to wooing new customers, they'll be concerned that business will dry up when you leave. You may not be expecting an acquirer any time soon, but it’s never too early to ask yourself the questions an acquirer would be asking you – and your employees and your customers – if he or she was thinking of buying your business. Visit our Free Resources page to learn more tips on how to better run your business. ### The Hierarchy of Recurring Revenue The Hierarchy of Recurring Revenue How to make your company irresistible to potential buyers? One of the biggest factors in determining the value of your company is the extent to which an acquirer can see where your sales will come from in the future. If you’re in a business that starts from scratch each month, the value of your company will be lower than if you can demonstrate the source or sources of your future revenue.  A recurring revenue stream acts like a powerful pair of binoculars for you – and your potential acquirer – to see months or years into the future; creating an annuity stream is the best way to increase the desirability and value of your company. The surer your future revenue is, the higher the value the market will place on your business. Here is the hierarchy of recurring revenue presented from least to most valuable in the eyes of an acquirer. No. 6: Consumables (e.g., shampoo, toothpaste) These are disposable items that customers purchase regularly, but they have no particular motivation to repurchase from one seller or to be brand loyal. No. 5: Sunk-money consumables (e.g., razor blades) This is where the customer first makes an investment in a platform. For example, once you buy a razor you have a vested interest in buying compatible blades. No. 4: Renewable subscriptions (e.g., magazines) Typically, subscriptions are paid for in advance, creating a positive cash-flow cycle. No. 3: Sunk-money renewable subscriptions (e.g., the Bloomberg Terminal) Traders and money managers swear by their Bloomberg Terminal; and they have to first buy or lease the terminal in order to subscribe to Bloomberg’s financial information. No. 2: Automatic-renewal subscriptions (e.g., document storage) When you store documents with Iron Mountain, you are automatically charged a fee each month as long as you continue to use the service. No. 1: Contracts (e.g., wireless phones) As much as we may despise being tied to them, wireless companies have mastered the art of recurring revenue. Many give customers free phones if they lock into a two or three-year contract. When you put your business up for sale, you’re selling the future, not just the present. So if you don’t have a recurring revenue stream, consider how best to create one, given your type of business. It will increase the predictability of your revenue, the value of your business, and the interest of potential acquirers as they look to the future. Listen to our weekly podcasts to learn more about how you can be successful in your business. ### Is Your Business You-Proof? Is Your Business You-Proof? Whether you’re planning to sell your company sometime soon or sometime in the future; now is the time to ensure that your business isn’t all about you. From the latest Value Builder Score* research involving 2300 companies from around the globe, here are two key factors that are linked to the probability of getting an offer for your business when it’s time to sell. #1: You’re almost twice as likely to get an offer if your business can survive the “hit-by-a-bus” test. If you were out of action for three months and unable to work, would your business keep running smoothly? The more your staff and customers need you, the less valuable your company will be to a potential acquirer. One good way to start making your business more independent is to begin spending less time at the office.  Start by not working evenings or weekends, and don’t reply if employees call. Once they get the picture, the best ones will start making more decisions independently. The shift will also expose your weakest employees, the ones that need training or that need to find another job. As for you, it might come as a shock to find out how much your business has become such an essential part of you; but if you’re going to sell your business one day, you need to look at it as an inanimate economic engine, not as something that defines who you are. #2: Companies with a management team (as opposed to a sole manager) are getting offers at almost twice the rate. If you don’t have a management team, hiring a 2iC is a good first move. A second-in-command can help you balance the demands of running your company and advance your targeted exit time. Here’s a four-step plan for hiring a 2iC, thanks to advice from Silicon-Valley-based Bob Sutton, author of Good Boss, Bad Boss. 1: Identify someone internally. "The research is clear," says Sutton. "Unless things are totally screwed up, internal candidates have a strong tendency to outperform external leaders." 2: Give your 2iC prospect(s) a special project, one that allows them to demonstrate their leadership skills to you and the rest of your team. If your candidate or one of your candidates excels, it will be clear to your team why he or she was selected. 3: Communicate your choice. If you pick a 2iC from an internal pool, explain your choice to the rest of your team. At the same time, wrap your arms around those you passed over and make it clear how much you value their contribution. 4: Shift from manager to coach. "The transition from manager to coach is a gradual evolution where the goal is to ask more questions, spend more time listening, and spend less time talking and directing," says Sutton. How can you build the premier accounting firm? - Become an Accountrepreneur. ### Avoiding the Superstar Sales Rep Trap Avoiding the Superstar Sales Rep Trap For your business to be valuable – and sellable one day – you need some way to generate sales after you’re gone.  Many business owners hire a superstar salesperson to replace themselves as a rainmaker but that’s a trap. By replacing yourself with a single salesperson, you’re simply trading a dependency on you to depend on a sales rep, and your business will be no more sellable as a result. When we analyzed the users of The Value Builder Score, a self-assessment test business owners use to understand how to drive up the value of their company, we found that businesses who could easily replace their top salesperson are more than twice as likely to get an offer to buy their business than those companies who are overly reliant on a single salesperson. To be as valuable as possible, your company needs a sales team – not just a single salesperson. But how do you build an entire sales team? Wouldn’t it be more prudent to hire a sales rep first?  The answer is no. Hiring a single sales rep will only keep your business reliant on one person. You need a team and the faster the better. Here are three tips for building a sales team on a shoestring: 1. Charge up front Sales reps are expensive to find and train, so in order to avoid running out of cash before they are fully ramped up, consider switching your customer billing cycle to charging some or all of your bill up front. If you stagger your billing, you can simply ask for a larger portion of your payment up front. If half your customers agree to the larger deposit, you’ll have more cash to build your sales team and more time for them to train up. You might also consider switching to a subscription or service contract model as most people are used to paying for subscriptions up front. Try for an annual contract with an incentive for full payment in advance. For example, if you charged $1,000 per month for a maintenance contract but offered clients a $10,000/year option provided they paid up front, you would have ten thousand dollars in the bank for each contract sold. If a fully ramped up sales rep is able to sell ten service contracts a month, would it be reasonable to assume a new rep could sell three per month? If so, a new rep should be able to quickly get to the point where they are covering their monthly cost to you. 2. Carve territory into small chunks Sales territory is an asset of your company and, like giving candy to a baby, it is easy to offer and hard to take back. Carve up your market into sales territories that provide enough opportunity for each rep to make money.  It’s okay to leave a territory unfilled for years, so avoid the temptation to give the territory to another rep, as it will become impossible to take back when you’re ready to fill the position. 3. Hire a second rep as quickly as possible If at all possible, start by hiring two sales people, not just one. Sales people thrive on competition, and in order to be a sellable company, you need to be able to demonstrate to a buyer that your sales are driven by a sales team and not just a high performing salesperson. If you’re charging up front or on a subscription model, you should be able to quickly get to the point where each sales rep is at least covering their costs to you. Replacing yourself as your company’s rainmaker is the right strategy, but avoid trading a dependency on you to dependence on a superstar sales rep. Instead, hire a sales team and watch your company – and its value – grow exponentially. Want to learn more useful tips to help you grow your business? - Visit our Free Resources page. ### The Curator: how to thrive as a middleman The Curator: How to Thrive as a Middleman Being a middleman (or woman) has become risky business. When was the last time you used a travel agent? Agencies have largely become irrelevant given the rise of online travel booking companies. How about a record/CD store? iTunes and online music subscription services have gotten rid of the middleman between you and your music. Think back to the last time you rented a movie – did you get in your car to visit the local movie rental store? Travel agents, record/CD stores and movie rental businesses have all fallen victim to the curse of the middleman.  When all you do is move other people’s product, the only value you have is your location.  But in a world where content can be streamed and containers can be shipped overnight, being the local guy or gal is becoming irrelevant. Even if you have a protected geographic territory, near perfect pricing information available to your customers through the Internet will eventually grind down your margins. Dragging Down Your Value Not only do you risk losing sales and margin to online competitors; being a middleman drags down the value of your company. We have access to a tool that measures your business along eight dimensions that drive the value of your business. One factor is called The Switzerland Structure, which measures your reliance on any one customer, employee or supplier. If you’re reliant on a single supplier who provides the goods you resell, you could be in trouble. Having one or two suppliers means you could be at risk of an industry change (like the one that hit record stores a few years ago) or at risk of your supplier choosing to build his own sales force and start competing directly with you. Henry Schein: A Valuable Middleman If you’re a middleman, the solution is to rethink the value you provide your customers. Instead of assuming it is your location that counts, consider yourself a curator of great products for your customers. Your job is no longer to be the local guy or gal but to be the person who sifts through all the noise, tests and evaluates what’s available, and supplies just the very best for customers who value – and are willing to pay for – your services as a curator. Take, for example, the case of Henry Schein, Inc., a FORTUNE 500 company and a member of the NASDAQ 100 Index. Henry Schein is the world's largest provider of healthcare products and services to medical, dental, and veterinary office-based practitioners. The company is one of Fortune Magazine's "World’s Most Admired Companies'' and all it does is hawk other people’s stuff. The difference is that they see their job as sifting through all of the suppliers who want to provide products to dentists (or doctors, vets, etc.) and picking only the very best to recommend to their clients. They are the uber gatekeepers. Dentists would prefer to spend their time billing patients rather than meeting with suppliers, so they value the role Henry Schein plays in helping them minimize the number of sales people they need to see. Dentists’ loyalty to Henry Schein means that if a supplier wants to sell to dentists, they need to go through Henry Schein. The balance of power has been turned on its head because customers would prefer to buy from Henry Schein rather than directly from the end supplier. And that’s the acid test of any middleman: given the choice, would your customers rather buy from you or go direct? Listen to our weekly podcasts to learn more tips on how to better run your business. ### Have You Fallen into The Mile Wide Trap? Have you fallen into The Mile Wide Trap? If your company’s revenue has stalled after a period of rapid growth, you may have fallen into The Mile Wide Trap. Consider the case of Kim (not her real name) who runs a public relations firm. Kim studied marketing at school and went on to work for a big advertising agency where she spent ten years learning a variety of marketing disciplines, from public relations to advertising to direct marketing and social media. Then Kim decided to leave her job to start a public relations firm. Given her depth of experience and connections, she quickly landed tractor giant John Deere as a client and was asked to handle their regional dealer events. She hired some helpers and her start-up agency quickly began to grow. Kim did a great job with the dealer events, so John Deere asked her to handle their annual sales conference. Again she delivered with style and creativity. Impressed by Kim’s innovative approach to the event, John Deere asked her to handle some of the creative for their next advertising campaign.  Kim had started her company to do PR, not advertising, but John Deere was a great client so she agreed to help out with the ads. Then John Deere asked her to take a look at their website. Kim’s new employees had no experience with web design, but Kim had done some website jobs back at the ad agency. Not wanting to disappoint John Deere, Kim started to personally handle projects that her employees didn’t have the ability to execute. Kim didn’t worry about new business development for own firm because the more John Deere asked Kim to do, the busier – and more profitable – her firm became. Then one day Kim looked at her monthly P&L statement and realized that, for the first time, their sales were flat on a month-over-month basis. The next month it happened again and then again. Kim had run out of hours in the day to sell – she had inadvertently fallen into The Mile Wide Trap. The Mile Wide Trap The Mile Wide Trap ensnares you when you do an excellent job serving a small number of great customers and they ask you to handle more of their work. You keep delivering, and they keep broadening the list of products and services they want you to supply. Your company is wildly profitable serving the expanding needs of this small list of “great customers” so you keep falling deeper and deeper into the trap. Pretty soon, you’re an inch deep and a mile wide in offerings and the only person in your company with the depth of industry experience to deliver all of the services is you. But you’re trapped because your expenses have crept up as your revenue has exploded – leaving you dependent on the sales you get from a small group of demanding customers. With no more hours in the day, your company stalls and you run on a hamster wheel just trying to keep what you’ve got. The Solution: Sell less stuff to more people. Instead of selling more things to a few customers, concentrate on selling a few things to a lot of customers. Nashville-based Ethos3 is a successful design firm that has avoided The Mile Wide Trap. Most design firms are founded by a designer who gets himself in trouble by offering a broad range of design services (brochures, websites, signage, advertising) to a handful of clients. But founder Scott Schwertly knew that in order to scale up beyond himself, he needed his employees to execute the work, and therefore he decided to focus on one very small corner of the design business: PowerPoint presentations. Schwertly’s focus on PowerPoint has allowed him to train his employees to follow his system for designing presentations. Everything is standardized – from the proposal to project management to the final invoice – so employees can follow a system that doesn’t require Schwertly. Ethos3 has scaled up nicely and counts Microsoft, Google and Cisco among its 300+ customers. Another example: Flikli.com is a video production studio, but instead of making videos of all kinds, they’ve decided to focus exclusively on two-minute animated “explainer” videos that explain a company’s value proposition simply and effectively. Their focus on creating one specific type of product allows them to standardize their pricing and give employees a step-by-step guide to making great explainer videos. Flikli has scaled up to 22 employees and their work has been featured in everything from Wired Magazine to The Washington Post. You can fall into The Mile Wide Trap innocently enough: you do great work and a customer wants more of you. But it’s a trap that will eventually choke off your growth. The way out is to follow Flikli and Ethos3 and focus on selling less stuff to more people. Learn how you can successfully run your business - Become an Accountrepreneur. ### Justification for Your Next Vacation Justification for Your Next Vacation A recent survey by The Value Builder Score found companies that would perform well without their owner for a period of three months are 50 percent more likely to get an offer to be acquired when compared to more owner-dependent businesses. There is no better justification for taking a blissful, uninterrupted holiday than to see how your company performs in your absence. The better your company runs on autopilot, the more valuable it will be when you’re ready to sell. To gauge your company’s ability to handle your absence, start by taking a vacation. Leave your computer at home and switch off your mobile. Upon your return, you’ll probably discover that your employees got resourceful and found answers to a lot of the questions they would have asked you if you had been just down the hall. That’s a good thing and a sign you should start planning an even longer vacation. You’ll also likely come back to an inbox full of issues that need your personal attention. Instead of busily finding answers to each problem in a frenzied attempt to clean up your inbox, slow down and look at each issue through the lens of a possible problem with your people, systems or authorizations. People Start with your people and answer the following questions: Why did this problem end up on my desk? Who else is qualified to answer this question and why was that person not consulted? If nobody else is qualified, who can be trained to answer this question in the future? Systems Next, look at your systems and procedures. Could the issue have been dealt with if you had a system or a set of rules in place? The best systems are hardwired and do not require human interpretation; but if you’re not able to lock down a technical fix, then at least give employees a set of rules to follow in the future. Authorizations You may be a bottleneck in your own company if you’re trying to control spending too much. Employees may know what to do but do not have any means of paying for the fix they know you would want. For example, you could put a customer service rule in place that gives your front line staff the authority to make a customer happy in any way they see fit provided it could be done for under $100. You might allow an employee to spend a specific amount with a specific supplier each month without coming to you first.  Or you might give an employee an annual budget, an amount they can spend without seeking your approval. Given the fires that may need to be extinguished after the fact, taking a holiday may seem more of a hassle than it’s worth. But if you transform the aftermath of a vacation into systems and training that allow employees to act on their own, you’ll find the vacation is worth what you paid for it many times over: your company will increase in value as it becomes less dependent on you personally. Put these tips and others to the test by visiting our Free Resources page. ### Do you have a billion dollar business hiding inside your company? Do you have a billion dollar business hiding inside your company? Asking customers to pay to join a special group of your best patrons can increase your revenue, encourage customers to buy new products and services from you, and provide a healthy boost to your cash flow. Just ask Jeff Bezos, the founder of Amazon.com and the chief architect behind Amazon Prime. In exchange for $79 a year, Amazon Prime customers get: Free two-day shipping on millions of items Unlimited streaming videos and TV shows 350,000 books to borrow for free. It’s a compelling offer, which is why, according to TIME Magazine, more than 10 million people have signed up. If you do the math, that makes Prime close to a billion-dollar business for Amazon. And like most programs, members pay upfront, giving Amazon a big injection of positive cash flow. But what is even more interesting is what being a member of Prime does to the buying behavior of the average Amazon customer. Prime customers pay their $79 upfront and therefore are eager to ‘get their money back’ by purchasing a bigger and broader array of products from Amazon. With free shipping and a $79 nut to recover, Prime customers go well beyond buying books from Amazon and now get everything from tires to turtlenecks from the e-tailer. According to TIME, the average Prime customer now spends $1,224 per year with Amazon vs. the average non-Prime customer who spends just $505. In other words, Prime customers spend almost three times more per year than non-members. Most businesses have some sort of loyalty program (buy nine sandwiches and the tenth is on us or get five hairs cuts and the sixth is free). The difference with Amazon Prime is they are charging customers to sign up for their special club and the fact that customers pay to join changes their buying behavior to want to recover their membership fee. Amazon did not invent the pay-to-join-our-club business model. Private members clubs have been doing it for years. To join an elite golf club, you pay an initiation fee of tens of thousands of dollars, which then acts as a barrier to ever leaving. But as with Amazon Prime customers, becoming a member also changes a member’s buying behavior regarding other items. When compared to someone shooting 18 holes at a public course, the average golf club member is much more likely to buy balls from the shop, lessons from the pro, and dinner from the dining room. The “AMC Stubs” loyalty program charges moviegoers to join the club. In return, customers get free upgrades on the size of popcorn and drink orders, along with $10 of Stubs rewards to spend on anything in the theatre in return for every $100 spent. AMC’s best customers become even better customers by going to the movies even more often and filling up with goodies while they’re there. Look at the spending patterns of people who pay a premium to join a credit card company’s loyalty program. Customers who pay upfront for a premium card charge a much broader and deeper set of services to their card than people using a freebie card. Getting your customers to pay to join your elite customer club requires that you design a compelling offer as Amazon Prime and AMC Stubs have done. But if you build it right, not only will the club itself turn a profit; it will also provide a quick boost to your cash flow and create a legion of sticky customers who buy more because they paid to become a member. Increase your knowledge by listening to our weekly podcasts. ### Growth vs. Value: not all revenue is created equally Growth vs. Value: not all revenue is created equally When you look ahead to next year, will your growth come from selling more to your existing customers or finding new customers for your existing products and services? The answer may have a profound impact on the value of your business. Take a look at the research coming from a recent analysis of owners who completed their Value Builder Score questionnaire. We looked at 5,364 businesses and found that the average company that had received an overture from an acquirer was offered 3.5 times their pre-tax profit.  When we isolated just the businesses that had a historical growth rate of 20 percent or greater, the multiple offered improved to 4.3 times pre-tax profit, or about 20 percent more than their slower growth counterparts. However, the real bump in multiples came when we isolated just those companies that claim to have a unique product or service for which they have a virtual monopoly. The niche companies enjoyed average offers of 5.4 times pre-tax profit, or roughly 50 percent more than the average companies, and fully 20 percent more than the fastest growth companies. Nurture your niche Chasing “bad” revenue by offering a wide array of products and services is common among growth companies. The easiest way to grow is to sell more things to your existing customers, so you just keep adding adjacent product and service lines. But when a strategic acquirer buys your business, they are buying something they cannot easily replicate on their own. A large company will place less value on the revenue derived from products and services that you have in common. They will argue that their economies of scale put them in a better position to sell the things that you both offer today. Likewise, they will pay the largest premium to get access to a new product or service they can sell to their customers. Big, mature companies have customers and systems, but they sometimes lack innovation; and many choose a strategy of acquisition as a way to buy their innovation. Focusing on your niche is one of many areas where the long-term value of your business is at odds with short-term profit. For example, if you wanted to maximize your short-term profit, you might avoid investing in new technology or hiring a head of sales, arguing that both investments would hinder short-term profit. The truly valuable company finds a way to deliver profit in the short term while simultaneously focusing their strategy on what drives up the value of the business. Learn how to build the premier accounting firm - Become an Accountrepreneur. ### 6 little things that make a big difference to the value of your company 6 little things that make a big difference to the value of your company With the Sochi Olympic Games taking place this month, it is interesting to reflect back on some of the big events of the 2010 Olympic Games in Vancouver. In the Men’s Downhill race at Whistler, for example, the winning time of 1:54:31 was posted by Didier Défago of Switzerland. The time among medalists was the closest in Olympic history, and while Mario Scheiber of Austria posted a time of 1:54:52 – just two tenths of a second slower than Défago – he finished out of the medals in fourth place. In ski racing, one fifth of a second can be lost in the tiniest of miscalculations.  And when it comes to selling your business, markets can be equally cruel. Get everything right, and you can successfully sell your business for a premium. Misjudge a couple of minor details and a buyer can walk, leaving you with nothing. Here is a list of six little details to get right before you put your business on the market: Find your lease. If you rent space, you may be required to notify your landlord if you intend to sell your company. Read through the fine print and ensure you’re not scrambling at the last minute to seek permission from your landlord to sell. Professionalize your books. Consider having audited financial statements prepared to give a buyer confidence in your bookkeeping. Stop using your company as an ATM.  Many business owners run trips and other perks through their business, but if you’re planning to sell, these treats will artificially depress your earnings, which will reduce the value of your company in the eyes of a buyer by much more than the value of the perks. Protect your gross margin. Oftentimes, when leading up to being listed for sale, companies grow by chasing low-margin business. You tell yourself you need top-line growth, but when an acquirer sees your growth has come at the expense of your gross margin, she will question your pricing authority and assume your journey to the bottom of the commoditization heap has begun. If you’re lucky enough to have formal contracts with your customers, make sure your customer contracts include a “survivor clause” stipulating that the obligations of the contract “survive” the change of ownership of your company. That way, your customers can’t use the sale of your company to wiggle out of their commitments to your business. Have a lawyer paper the language to ensure it has teeth in your jurisdiction. Like competing in the Olympics, selling a business can be an all-or-nothing affair. Get it right and you will walk away a winner. Fumble your preparation, and you could end up out of the medals. Visit our Free Resources page to learn more tools that will help you be successful in running your business. ### 5 “Strategic” Ways to Sell Your Company 5 “Strategic” Ways to Sell Your Company Did you see the news that Facebook has recently acquired Internet messaging service WhatsApp for $19 billion? It represents the largest-ever acquisition of an Internet company in history. WhatsApp is a pearl for sure. The messaging service allows users to avoid text-messaging charges by moving texts across the Internet instead of the mobile phone carrier networks. This can save people who travel, or who live in emerging markets, hundreds of dollars a year, which is why WhatsApp is adding one million new users per day. At the time of the acquisition in February 2014, WhatsApp had acquired some 450 million users. Their business model is to charge a subscription of $1 per year after their first full year of service. Even if all 450 million WhatsApp users were already paying, that is still less than half a billion in revenue. Why would Facebook acquire WhatsApp for a number that is somewhere north of 40 times revenue? Nobody knows for sure what is in Mark Zuckerberg’s head, but we can only assume that at least part of the opportunity Facebook sees is the opportunity to sell more Facebook ads because of the information they glean from WhatsApp users. Global advertising giant Publicis estimates 2013 online advertising spending in the US alone to be around $500 billion. Presumably Facebook believes they can get a larger chunk of the global online ad buy because they know more about its users by owning WhatsApp. And therein lies the definition of a strategic acquisition. Most acquisitions run a predictable pattern of industry norms, but a strategic can pay a significant premium for your business because they are looking at your business for what it is worth in their hands. Rather than forecasting out your future profits and estimating what that cash is worth in today’s dollars, a strategic is calculating the economic benefit of grafting your business onto theirs. There can be many strategic reasons why a big company might want to buy yours. Here are a few to consider: 1. To control their supply chain In 2011, Starbucks announced it had acquired Evolution Fresh, one of their providers of juice drinks, for $30 million. Now Starbucks is no longer beholden to one of its suppliers. 2. To give their sales people something else in their briefcase Also in 2011, AOL announced the acquisition of The Huffington Post for $315 million, even though HuffPo had just turned its first modest profit on paper. AOL wanted to give its advertising sales people more inventory to sell and HuffPo had 26 million unique visitors a month. 3. To make their cash cow product look sexier Microsoft bought Skype for $8.5 billion dollars even though Skype was losing money. The good folks in Redmond must have assumed they could sell more Windows, Office and Xbox by integrating Skype into everything they already sell. 4. To enter a new geographic market Herman Miller paid $50 million to acquire China’s POSH Office Systems in order to get a beachhead into the world’s fastest growing market for office furniture. 5. To get a hold of your employees Facebook reportedly acquired Internet start-up Hot Potato for $10 million, largely to get hold of the talented developers working at the company. Most acquisitions are done for rational reasons where an acquirer agrees to pay today for the rights to your future stream of cash. You may, however, be able to get a significant premium for your company if you can figure out how much it is worth in someone else’s hands. Learn more tips to better your business by listening to our weekly podcasts. ### 8 ways to know if you have a job or own a business 8 ways to know if you have a job or own a business The ultimate test of your business can be found in a simple question: would someone want to buy your company?  Whether you want to sell next year or a decade from now, you must be building an asset someone would buy – otherwise, you have a job, not a business.  Here are eight ways to ensure you are building a company, not just doing a job: A job requires that you show up at work to make money, whereas a company generates revenue whether you are there or not. If your company is so reliant on a single customer that they can dictate how you deliver your product or service, your company is more like a job than a valuable business. A job is a place where your personal reputation impacts your results, whereas a company is a place where the brand is more important than the personality of the founder(s). A job requires you to use your personal experience and expertise to get a result, whereas a company is a place where a process – not a person – consistently produces a desirable result. In a job, you get fired for taking too much vacation, whereas if you own a company, the more vacation you can take without impacting your company’s performance, the more valuable your business will be. In a job, the harder you work, the more money you earn. In a company, the smarter you work, the more money you earn. In a job, you solve the problems. If you own a company, your employees solve the problems. If the majority of your customers know your mobile phone number, it’s likely you have a job, not a company.Learn more about how you can build the premier accounting firm - Become an Accountrepreneur.     ### Why fire trucks always back in Why fire trucks always back in Have you ever noticed that fire trucks always back into the fire hall?  Why don’t they just pull into their parking spot snout-forward like the rest of us?  Backing in at the end of a shift saves them time when they have to get to a fire. They back in to be ready; whether the call comes in 5 minutes or 5 days, they are prepared to pull out as quickly as possible.  Like the firemen, you, as a business owner, need to be ready when you get the call from someone who wants to buy your business. And these days, owners are getting that call more often. According to the latest Sellability Tracker report, the proportion of business owners who received an offer to buy their company in the quarter ending March 31, 2014 was up considerably from Q4 2013. Roughly 12% of business owners using The Value Builder Score last quarter had recently received an offer to buy their business. The proportion of owners getting an offer is an important statistic because it measures one half of the equation of a business sale. For a transaction to take place, there must be both a willing seller and a willing buyer.  Companies are becoming more acquisitive because they have access to more cash than they know what to do with. Interest rates are next to nothing, and after the liquidity crisis of 2008, companies have been socking away profits on their balance sheet for a rainy day. This increase in acquisitiveness among buyers has important implications for you as a business owner. Chief among them is that you need to have a sellable asset when opportunity strikes.  Statistically speaking, the two most common reasons you are likely to sell your business are:A health scare;An unsolicited offer to buy your business. As unsolicited offers increase, so too does the need for you to be ready if an opportunity comes your way. Unlike when the owner is in control of when he/she decides to list a property, the hallmark of an unsolicited offer is the fact that the owner doesn’t’ know when it is going to happen; which means you need to operate your business as if an offer were always around the corner. Companies that are sloppily put together with shoddy bookkeeping or too much customer concentration, or that are run by a Hub & Spoke manager, will end up being passed over for turnkey operations. The time is now for you to get your company ready to showcase when opportunity comes knocking.  Learn more about how to better run your business by visiting our Free Resources page.     ### Six ways to profit from your vacation this summer Six ways to profit from your vacation this summer Summer is here, and although it may seem strange, now may be the perfect time to increase the value of your company. The most valuable businesses are the ones that can survive without their owner. A buyer will pay a premium for a company that runs on autopilot and levy a steep discount for a business that is dependent on its owner.  This summer, consider taking an extended break from your business to see how things will run when you’re not in the building.  It’s likely that some things will go wrong, but use those errors as the raw material for making your business operate more independently of you – and therefore more valuable.   Here is a six-step plan for profiting from your vacation time this summer: Step 1: Schedule your vacation plus one day Whatever day you plan to start working again after your holiday, tell your staff you’ll be back one day later. That way, you’ll have a full day of uninterrupted time to dedicate to understanding what went wrong in your absence. Step 2: Bucket the mistakes When you return, make a summary of the things that went wrong and categorize them into one of three buckets:Mistakes: errors where there is a right and wrong answer;Bottlenecks: projects that had difficulties because you weren’t there to provide your feedback;Stalled projects: initiatives that went nowhere while you were gone because you’re the person leading them. Step 3: Correct the mistakes The first and easiest place to start is to simply correct the mistakes that were made. Usually mistakes are due to a lack of training rather than outright negligence. The right answer may be crystal clear in your head but not immediately obvious to your staff. Write up some instructions for next time the employees face the same situation. Make sure your instructions are clear, and share them with your team so everyone has them (a file sharing service like Google Drive or DropBox can be a helpful repository for your instructions). Step 4: Unblock your bottlenecks If you’re being asked for your personal input on projects, there’s probably going to be a bottleneck if you’re not around. Make sure your staff is clear on the projects where you need to have a say and the projects where you don’t. Some employees may wrongly think that you need to approve all decisions. Make it clear when you want them to act alone and when you still need to have a say. Step 5: Re-assign stalled projects The hardest part of making your business less dependent on you is dealing with projects that get stalled when you’re away. Start by asking yourself if you’re the right person to lead the project in the first place. As the owner of your business, projects often fall in your lap by default, rather than because you’re the best person to lead them. Categorize your stalled projects into two groups: a) strategic projects you need to lead; and b) non-strategic projects you are leading by default. Hang on to the strategic projects, but delegate the non-strategic projects to someone on your team who is better suited to drive them forward.  Step 6: Give every employee a blank check At Ritz Carlton Hotels, they give every employee discretion to spend – without approval from their general manager – up to $2,000 on a guest.  The $2,000 figure is a large enough number to make the message clear: front line employees should act first, make the customer happy, and ask questions later. Many employees know how to make a customer happy but lack the confidence to act. Giving employees some spending authority will speed up the resolution of customer issues and empower your team to do the right thing when you’re not there.  The sunshine is beckoning, so go ahead and take a vacation – if you follow the six steps here, you may end up with a tan and a more valuable company.  Do you want more tips to help your business run smoothly? - Listen to our weekly podcasts.     ### 5 Ways To Attract The Attention Of An Acquirer 5 Ways To Attract The Attention Of An Acquirer In any negotiation, being the person who makes the first move usually puts you at a slight disadvantage. The first-mover tips their hand and reveals just how much he/she wants the asset being negotiated. Likewise, when considering the sale of your business, it is always nice to be courted, rather than being the one doing the courting. The good news is, the chances of getting an unsolicited offer from someone wanting to buy your business are actually increasing. According to the Q2, 2014 Sellability Tracker analysis released in July 2014, 16% of business owners have received an offer in the last year, which is up 37% over Q1. Said another way, you’re 37% more likely to get an offer to buy your business today than you were at the beginning of the year. Big companies are buying little ones for a lot of reasons and the current market conditions are accelerating their appetite: interest rates are low and stock markets are high, which provide the ideal platform for acquirers to realize a return on their investment from buying a business like yours. So how do you ensure you are on their shopping list? Here are five ways to get noticed by an acquirer: 1. Win an award Getting recognized as the “Widget Maker of the Year” by the Widget Makers Association is a great way to get the attention of acquirers in your industry. 2. Hire a PR person Engaging a public relations professional to tell your story to the media can get you on the radar of buyers in your industry.  A lot of media relations professionals focus on the big mainstream publications, and while these are important, ensure that your PR firm also targets trade publication and industry-specific websites that are read by acquirers in your industry. 3. Host an event Consider hosting an event (e.g., conference, tradeshow, summit) for your industry and invite representatives from potential acquirers to attend. Being invited to an industry event can be flattering for acquirers and it is a good way to get them to notice you as an industry leader. 4. Join a board If an executive from a company you think would make a natural buyer for your business is serving on a board of directors, consider joining the board. Serving on a board together can be a great way for an acquirer to notice you and your company without you having to say you’re for sale. 5. Grab lunch Consider inviting a senior executive from a potential acquirer to share a meal under the guise of discussing trends in your industry. At the very least, you may glean some useful information about how big companies are seeing your industry evolve. At best, your lunch mate may realize that your company could play a key role in helping them grow. The sale of your business is a delicate dance where it is usually better to be the courted, rather than the courter. Acquirers are on the hunt for new businesses, and having them notice you will put you in a position of strength when you get to sit down at the negotiation table. How can you have a successful business? - Become an Accountrepreneur. ### 10 Things That Make Your Business More Valuable Than That of Your Industry Peers 10 Things That Make Your Business More Valuable Than That of Your Industry Peers The value of your company is partly determined by your industry. For example, cloud-based software companies are generally worth a lot more than printing companies these days. However, when we analyze businesses in the same industry, we still see major variations in valuation. So we dug through the data available to us from our partners at The Value Builder System™ and we found 10 things that will make your company more valuable than its industry peer group. 1. Recurring Revenue The more revenue you have from automatically recurring contracts or subscriptions, the more valuable your business will be to a buyer. Even if subscriptions are not the norm in your industry, if you can find some form of recurring revenue it will make your company much more valuable than those of your competitors. 2. Something Different Buyers buy what they cannot easily replicate on their own, which means companies with a unique product or service that is difficult for a competitor to knock off are more valuable than a company that sells the same commodity as everyone else in their industry. 3. Growth Acquirers looking to fuel their top line revenue growth through acquisition will pay a premium for your business if it is growing much faster than your industry overall. 4. Caché Tired old companies often try to buy sex appeal through the acquisition of a trendy young company in their industry.  If you are the darling of your industry trade media, expect to get a premium acquisition offer. 5. Location If you have a great location with natural physical characteristics that are difficult to replicate (imagine an oceanfront restaurant on a strip of beach where the city has stopped granting new licenses to operate), you’ll have buyers who understand your industry interested in your location as well as your business. 6. Diversity Acquirers pay a premium for companies that naturally hedge the loss of a single customer. Ensure no customer amounts to more than 10 percent of your revenue and your company will be more valuable than an industry peer with just a few big customers. 7. Predictability If you’ve mastered a way to win customers and documented your sales funnel with a predictable set of conversion rates, your secret customer-acquiring formula will make your business more valuable to an acquirer than an industry peer who doesn’t have a clue where their next customer will come from. 8. Clean Books Companies that invest in audited statements have financials that are generally viewed by acquirers as more trustworthy and therefore worth more. You may want to get your books reviewed professionally each year even if audited statements are not the norm in your industry. 9. A 2iC Companies with a second-in-command who has agreed to stay on post sale are more valuable than businesses where all the power and knowledge are in the hands of the owner. 10. Happy Customers Being able to objectively demonstrate that your customers are happy and intend to re-purchase in the future will make your business more valuable than an industry peer that does not have a means of tracking customer satisfaction. Like a rising tide that lifts all boats, your industry typically defines a range of multiples within which your business is likely to sell for; but whether you fall at the bottom or the top of the range comes down to factors that have nothing to do with what you do, but instead, how you do it. Visit our Free Resources page to learn more about tips to help you run your business. ### One Hidden Thing That Drives Your Company’s Value One Hidden Thing That Drives Your Company’s Value You already know that your company’s revenue and profits play a big role in how much your business is worth. Do you also know the role cash flow plays in your valuation? Cash vs. Profits Cash flow is different from profits in that it measures the cash coming in and out of your business rather than an accounting interpretation of your profit and loss. For example, if you charge $10,000 upfront for a service that takes you three months to deliver, you recognize $3,333 of revenue per month on your profit and loss statement for each of the three months it takes you to deliver the work. But since you charged upfront, you get all $10,000 of cash on the day your customer decides to buy. This positive cash flow cycle improves your company’s valuation because when it comes time to sell your business, the buyer will have to write two checks: one to you, the owner, and a second to your company to fund its working capital – the cash your company needs to fund its immediate obligations like payroll, rent, etc. The trick is that both checks are drawn from the same bank account. Therefore, the less the acquirer has to inject into your business to fund its working capital, the more money it has to pay you for your company. The inverse is also true. If your company is a cash suck, an acquirer is going to calculate that she needs to inject a lot of working capital into your business on closing day, which will deplete her resources and lessen the check she writes to you. How To Improve Your Cash Flow There are many ways to improve your cash flow – and therefore, the value of your business. One often overlooked tactic is to spend less on the machines your company needs to operate. In the restaurant business, for example, there is an often repeated truism that it takes three bankruptcies at a single location before any restaurant can make money. The first owner of the restaurant walks in and – with all of the typical optimism of a new entrepreneur – pays cash for a brand new commercial kitchen complete with fancy stove, commercial grade walk-in coolers, etc., as well as all new dishware, pots and pans, thus depleting his cash reserves before opening night. Within a year, the restaurant owner runs out of cash and declares bankruptcy. Then along comes a second entrepreneur who decides to set up her restaurant at the same location and buys all of the shiny new equipment from owner number one’s creditors for 70 cents on the dollar, figuring she has made a wonderful deal. But the outlay of cash is still too great and she too is out of business within a year. It’s not until the third owner comes along that the location actually survives. He saves his cash by buying all of the equipment off the second owner for 10 cents on the dollar. The moral of the story is: find a way to reduce the cash you spend on equipment, however you can. Can you buy your gear used on sites like eBay? Can you share a very expensive piece of machinery with another non-competitive business? Can you rent instead of buying? Profits are an important factor in your company’s value but so too is the cash your company generates.  We call this phenomenon The Valuation Teeter Totter and it is one of the eight key drivers of the value of your company. Do you want more tips on how to drive up your company's value? - Listen to our weekly podcasts. ### How To Get a Big Company Multiple For Your Business How To Get a Big Company Multiple For Your Business Big public companies trade at a significant premium over small businesses in the same industry because investors perceive big, sophisticated companies as a safer bet than small, owner-dependent companies. Let’s take a look at the professional services industry.  Although most consultancies are a small collection of experts, there are also a handful of big publicly traded professional services firms. Omnicom (NYSE:OMC) is a massive marketing services company with a market capitalization of around $18 billion. For all of 2013, Omnicom reported pre-tax income of $1.66 billion, meaning they are trading at around 11 times pre-tax income. Smaller service businesses trade at much lower multiples. We know this because at our firm we offer The Value Builder Score questionnaire which asks smaller business owners (our typical user has between $1 million and $20 million in sales) if they have received an offer to buy their business, and if so, the multiple of their pre-tax profit the offer represents. When we look at the professional services segment, we find the average multiple over the last two years was 3.81—almost three times lower than Omnicom. When we isolate professional services companies with at least $3 million in revenue, the multiple being offered goes up to 4.97 times pre-tax profit, but it is still less than half of Omnicom’s 11 times. And in case you thought this phenomenon was unique to the marketing services vertical, take a look at the IT services giant Accenture (NYSE:ACN).  Accenture reported pre-tax income of $4.3 billion in 2013 and currently has a market capitalization of more than $52 billion, meaning they are trading around 12 times pre-tax profit, which is more than double the price we see being offered to smaller professional services firms. So how do you get a public company-like multiple for your business? One approach is to look for a strategic buyer. Unlike a financial buyer that is looking for a relatively safe return on their capital invested (which is the reason investors place a premium on big, stable companies trading on the stock market), a strategic buyer will value your company on how buying you will impact them. Let’s imagine you have a grommet business predictably churning out $500,000 in pre-tax profit. These days, a financial buyer may pay you around 4 or 5 times earnings – in this case, roughly $2.5 million – if you can make the case your profits are likely to continue well into the future. Now let’s imagine that a company that sells a billion dollars worth of widgets starts sniffing around your grommet business. They think that if they integrate your grommets into their widgets, they can sell 10 percent more widgets next year. Therefore, your little grommet business could add 100 million dollars of revenue for the widget maker next year – and that’s just year one after the acquisition. Imagine what your business could be worth in their hands if they continued to sell more widgets each year because of the addition of your company. The widget maker is not going to pay you $100 million for your business, but there is somewhere between the $2.5 million a financial buyer will pay and the $100 million in sales that the widget maker stands to gain next year that is both a good deal for you and for the widget maker. Learn more about how you can make your business successful - Become an Accountrepreneur. ### The hidden goal of the smartest business owners The hidden goal of the smartest business owners What are your business goals for the year? If you’re like most owners, you have a profit goal you want to hit. You may also have a top line revenue number that’s important to you. While those goals are important, there is another objective that may have an even bigger payoff: building a sellable business. But what if you don’t want to sell? That’s irrelevant. Here are five reasons why building a sellable business should be your most important goal, regardless of when you plan to push the eject button: 1. Sellability means freedom One of the fundamental tenets of sellability is how well your company would perform if you were unable to work for a while. As long as your business is dependent on you personally, there’s not much to sell. Making your company less dependent on you by building a management team and creating just-add-water systems for employees to follow means you have the ability to spend time away from your business. Think of the world of possibilities that would open up if you could choose not to go into the office tomorrow…. 2. Sellable businesses are more fun Running a business would be fun if you were able to spend your days on strategic thinking and big picture ideas. Instead, most business owners spend the majority of their day on the minutia: the government forms, the employee performance reviews, bank reconciliations, customer issues, auditing expenses. The boring details of company ownership suck the enjoyment out of owning a business—and it is exactly these tasks you need to get into someone else’s job description if you’re ever going to sell. 3. Sellability is financial freedom Each month you open your brokerage statement to see how your portfolio is doing. Not because you want to sell your portfolio, but because you want to know where you stand on the journey to financial freedom. Creating a sellable business also allows you peace of mind, knowing that you’re building something that—just like your stock portfolio—has value you could choose to make liquid one day. 4. Sellability is a gift Imagine that your first-born graduates from college and as a gift you give him your prized 1967 Shelby Ford Mustang. Your heavily indebted child takes it on the road, but after a few miles, the engine starts smoking. The mechanic takes one look under the hood and declares that the engine needs a rebuild. You thought you were giving your child an incredible asset, but instead it’s an expensive liability he can’t afford to keep, and nor can he sell it without feeling guilty. You may be planning to pass your business on to your kids or let your young managers buy into your company over time. These are both admirable exit options, but if your business is too dependent on you, and it hasn’t been tuned up to run without you, you may be passing along a jalopy. 5. Nine women can’t make a baby in one month There are some things in life that take time, no matter how much you want to rush them. Making your business sellable often requires significant changes; and a prospective buyer is going to want to see how your business has performed for the three years after you have made the changes required to make your business sellable. Therefore, if you want to sell in five years, you need to start making your business sellable now so the changes have time to gestate.  Learn how to be a smart business owner - Visit our Free Resources page.    ### A blood pressure test for your business A blood pressure test for your business When was the last time you had your blood pressure tested? Taking your blood pressure is one of the first things most doctors do before treating you for just about anything. How much pressure your blood is under as it courses through your veins is a reliable indicator of your overall health; and it can be an early indicator of everything from heart disease to bad circulation. Does it tell the doctor everything they need to know about your health? Of course not, but one powerful little ratio can give the doctor a pretty good sense of your overall well being. Likewise, your Value Builder Score can be a handy indicator of your company’s wellbeing. Like your blood pressure reading, your company’s Value Builder Score is an amalgam of a number of different factors and can help a professional quickly diagnose your company’s overall health. Predicting Good Outcomes Too When a doctor takes your blood pressure, they not only rule out possible nasty ailments; they can also use the pressure reading to forecast a healthy life ahead. Similarly, your Value Builder Score can predict good things for the future. For example, based on more than 10,000 business owners who have completed their Value Builder Score questionnaire, we know the average multiple of pre-tax profit they are offered for their business when it is time to sell is 3.7. By contrast, those companies that have achieved a Value Builder Score of 80+ are getting offers of 6.6 times pre-tax profit. In other words, if you have an average-performing business turning out $500,000 in pre-tax profit, it is likely worth around $1,850,000 ($500,000 x 3.7). If the same company improved its Value Builder Score to 80+ while maintaining its profitability of $500,000, it would be worth closer to $3,300,000 ($500,000 x 6.6). Are you guaranteed to fetch 6.6 times pre-tax profit if you improve your Value Builder Score to 80? Of course not. But just like blood pressure, one little number can tell you and your advisor a whole lot about how well you are doing; and your advisor can then prescribe an action plan to start maximizing your company’s health – and its value down the road. Heart disease is called “The Silent Killer” because most people have no idea what their blood pressure is. People can walk around for years with dangerously high blood pressure because they haven’t bothered to get it tested. The first step on the road to health is to get tested. If you have a great score, you can sleep well at night knowing you have one less thing to worry about. If your score is not where it should be, then at least knowing your performance can get you started down the road to better health. How can you better your business? - Become an Accountrepreneur. ### 8 Questions You’ll Be Asked When Selling Your Business 8 Questions You’ll Be Asked When Selling Your Business One of the most intimidating aspects of selling your business can be facing the barrage of questions during the various management presentations you’ll be doing for potential acquirers. Be prepared to be grilled on all facets of your operations.  Of course every meeting will be different, but here are some questions you can expect to be asked when you’re in the hot seat: 1. Why do you want to sell your business? It's a slippery question because if your business truly does have a bright future—and you want the buyer to believe that's the case—the obvious question is:  “Why do you want to sell it, and do you want to sell it now?” 2. What is your cost per new customer acquired? The potential acquirer wants to find out if you have a predictable, economical and scalable formula for finding new customers. 3. What is your market penetration rate? The acquirer, with an eye to future growth, is trying to understand how big the potential market is for your product or service and what part of the field remains to be harvested. 4. Who are the critical members of your team? The acquirer wants to understand the breadth and depth of your team and determine specifically which members need to be motivated and retained post-purchase. 5. Who buys what you sell? Strategic buyers will be searching for any possible synergies between what you sell and what they sell. The more you know about your customer demographics, the better the buyer will be able to assess the strategic fit. If your customers are other businesses, a buyer will want to know what functional role (e.g., training manager, VP of sales and marketing) buys your product or service. 6. How do you make what you sell? This question is asked in an effort to size up the uniqueness of your formula for creating your product or service. Potential buyers want to know if you have any proprietary systems that would be hard for a competitor to replicate. For various reasons, they will also want to understand if the creation of your product or service is dependent on any one person. 7. What makes your product truly unique? A buyer is trying to understand how big the moat is around your business and what kind of protection it offers from competitors who may decide to compete with you in the future. What have you done to safeguard yourself against the competition? 8. Can you describe your back-office setup? Most buyers will try to understand how easily they can integrate your back office into their operation. They'll want to know what bookkeeping and billing software you use, how customers pay, and how you pay suppliers. Of course this is not an exhaustive list, but it’s a good start when you’re preparing to represent your company to your potential buyers. To learn more tips on running your own business, listen to our weekly podcasts. ### What's so special about the million-dollar mark? What's so special about the million-dollar mark? If you're wondering when is the right time to sell your business, you may want to wait until your company is generating $1 million in earnings before interest, taxes, depreciation, and amortization (EBITDA). The million-dollar mark is a tipping point at which the number of buyers interested in acquiring your business goes up dramatically. The more interested buyers you have, the better multiple of earnings you will command. Since businesses are often valued on a multiple of earnings, getting to a million in profits means you're not only getting a higher multiple but also applying your multiple to a higher number. For example, according to our research at ValueBuilderSystem.com, a company with $200,000 in EBITDA might be lucky to fetch three times EBITDA, or $600,000. A company with a million dollars in EBITDA would likely command at least five times that figure, or $5 million. So the company with $1 million in EBITDA is five times bigger than the $200,000 company, but almost 10 times more valuable. There are a number of reasons that offer multiples go up with company size, including: 1. Frictional Costs It costs about the same in legal and banking fees to buy a company for $600,000 as it does to buy a company for $5 million. In large deals, these "frictional costs" become a rounding error, but they amount to a punitive tax on smaller deals. 2. The 5-20 Rule I first learned about the 5-20 rule from a friend of mine named Todd Taskey who runs an M&A firm in the Washington, D.C. area. He discovered that, in many of the deals he does, the acquiring company is between 5 and 20 times the size of the target company. I've since noticed the 5-20 rule in many situations and I believe that more often than not, your natural acquirer will indeed be between 5 and 20 times the size of your business. If an acquiring business is less than 5 times your size, it is a bet-the-company decision for the acquirer: If the acquisition fails, it will likely kill the acquiring company. Likewise, if the acquirer is more than 20 times the size of your business, the acquirer will not enjoy a meaningful lift to its revenue by buying you. Most big, mature companies aspire for 10 to 20 percent top-line revenue growth at a minimum. If they can get 5 percent of organic growth, they will try to acquire another 5 percent through acquisition, which means they need to look for a company with enough girth to move the needle. 3. Private Equity Private Equity Groups (PEGs) make up a large chunk of the acquirers in the mid market. The value of your company will move up considerably if you're able to get a few PEGs interested in buying your business. But most PEGs are looking for companies with at least $1 million in EBITDA. The million-dollar cut-off is somewhat arbitrary, but very common. As with homebuyers who narrow their house search to houses that fit within a price range, or colleges that look for a minimum SAT score, if you don't fit the minimum criteria, you may not be considered. If you're close to a million dollars in EBITDA and getting antsy to sell, you may want to hold off until your profits eclipse the million-dollar threshold, because the universe of buyers—and the multiple those buyers are willing to offer—jumps nicely once you reach seven figures. Learn more about having your own successful accounting business - Become an Accountrepreneur.     ### 6 Reasons Not To Diversify 6 Reasons Not To Diversify Deck: Diversification is a sound financial planning strategy, but does it work for company building? How does Vitamix get away with charging $700 for a blender when reputable companies like Cuisinart and Breville make blenders for less than half the price? It’s because Vitamix does just one thing, and they do it better than anyone else. WhatsApp was just a messaging platform before Facebook acquired them for $19 billion US. Go Pro makes the best helmet mounted video cameras in the world. These companies stand out because they poured all of their limited resources into one big bet. The typical business school of thought is to diversify and cross sell your way to a “safe” business with a balanced portfolio of products – so when one product category tanks, another line of your business will hopefully boom.  But the problem with selling too many things – especially for a young company – is that you water down everything you do to the point of mediocrity. Here are six reasons to stop being a jack-of-all-trades and start specializing in doing one thing better than anyone else: 1. It will increase the value of your business When you sell one thing, you can differentiate yourself by pouring all of your marketing dollars into setting your one product apart, which will boost your company’s value. How do we know? After analyzing more than 13,000 businesses using The Value Builder Score, we found companies that have a monopoly on what they sell get acquisition offers that are 42 percent higher than the average business. 2. You can create a brand Big multinationals can dump millions into each of their brands, which enable them to sell more than one thing. Kellogg can own the Corn Flakes brand and also peddle Pringles because they have enough cash to support both brands independently, but with every new product comes a dilution of your marketing dollars. It’s hard enough for a start-up to build one household name and virtually impossible to create two without gobs of equity-diluting outside money. 3. You’ll be findable on Google When you Google “helmet camera,” Go Pro is featured in just about every listing, despite the fact that there are hundreds of video camera manufacturers. It’s easy for Go Pro to optimize their website for the keywords that matter when they are focused on selling only one product. 4. Nobody cheered for Goliath Small companies with the courage to make a single bet get a bump in popularity because we’re naturally inclined to want the underdog – willing to bet it all – to win. When Google launched its simple search engine with its endearing two search choices “I’m feeling lucky” vs. “Google search,” we all kicked Yahoo to the curb. Now that Google is all grown up and offering all sorts of stuff, we respect them as a company but do we love them quite as much? 5. Every staff member will be able to deliver When you do one thing, you can train your staff to execute, unlike when you offer dozens or hundreds of products and services that go well beyond the competence level of your junior staff. Having employees who can deliver means you can let them get on with their work, freeing up your time to think more about the big picture. 6. It will make you irresistible to an acquirer The more you specialize in a single product, the more you will be attractive to an acquirer when the time comes to sell your business. Acquirers buy things they cannot easily replicate themselves. Go Pro (NASDAQ: GPRO) is rumored to be a takeover target for a consumer electronics manufacturer or a content company that wants a beachhead in the action sports video market. Most consumer electronics companies could manufacturer their own helmet mounted cameras, but Go Pro is so far out in front of their competitors – they are the #1 brand channel on YouTube – that it would be easier to just buy the company rather than trying to claw market share away from a leader with such a dominant head start. Diversification is a great approach for your stock portfolio, but when it comes to your business, it may be a sure-fire road to mediocrity. To learn more about how you can have a successful business, visit our Free Resources page. ### What a Study of 14,000 Businesses Reveals About How You Should Not Be Spending Your Time What a Study of 14,000 Businesses Reveals About How You Should Not Be Spending Your Time In an analysis of more than 14,000 businesses, a new study finds the most valuable companies take a contrarian approach to the boss doing the selling. Who does the selling in your business?  My guess is that when you’re personally involved in doing the selling, your business is a whole lot more profitable than the months when you leave the selling to others. That makes sense because you’re likely the most passionate advocate for your business. You have the most industry knowledge and the widest network of industry connections. If your goal is to maximize your company’s profit at all costs, you may have come to the conclusion that you should spend most of your time out of the office selling, and leave the dirty work of operating your businesses to your underlings. However, if your goal is to build a valuable company—one you can sell down the road—you can’t be your company’s number one salesperson. In fact, the less you know your customers personally, the more valuable your business. The Proof: A Study of 14,000 Businesses We’ve just finished analyzed our pool of Value Builder Score users for the quarter ending December 31.  We offer The Sellability Score questionnaire as the first of twelve steps in The Value Builder System, a statistically proven methodology for increasing the value of a business. We asked 14,000 business owners if they had received an offer to buy their business in the last 12 months, and if so, what multiple of their pre-tax profit the offer represented. We then compared the offer made to the following question: Which of the following best describes your personal relationship with your company's customers? I know each of my customers by first name and they expect that I personally get involved when they buy from my company. I know most of my customers by first name and they usually want to deal with me rather than one of my employees. I know some of my customers by first name and a few of them prefer to deal with me rather than one of my employees. I don’t know my customers personally and rarely get involved in serving an individual customer. 2.93 vs. 4.49 Times The average offer received among all of the businesses we analyzed was 3.7 times pre-tax profit. However, when we isolated just those businesses where the owner does not know his/her customers personally and rarely gets involved in serving an individual customer, the offer multiple went up to 4.49. Companies where the founder knows each of his/her customers by first name get discounted, earning offers of just 2.93 times pre-tax profit. When Value Is the Enemy of Profit Who you get to do the selling in your company is just one of many examples where the actions you take to build a valuable company are different than what you do to maximize your profit.  If all you wanted was a fat bottom line, you likely wouldn’t invest in upgrading your website or spend much time thinking about the squishy business of company culture. How much money you make each year is important, but how you earn that profit will have a greater impact on the value of your company in the long run. How should you spend your time while trying to build your business? - Visit our Free Resources page to learn more tools. ### Business Valuation Business Valuation Deck:  Business valuation goes beyond simple mathematics, but to get some idea of what your business might be worth, consider the three methods below. Your business is likely your largest asset so it's normal to want to know what it is worth. The problem is: business valuation is what one might call a "subjective science." The science part is what people go to school to learn: you can get an MBA or a degree in finance, or you can learn the theory behind business valuation and earn professional credentials as a business valuation professional. The subjective part is that every buyer's circumstances are different, and therefore two buyers could see the same set of company financials and offer vastly different amounts to buy the business. This article provides the basic science and math behind the most common business valuation techniques, but keep in mind that there will always be outliers that fall well outside of these frameworks. These are strategic sales, where a business is valued based on what it is worth in the acquirer's hands. Strategic acquisitions, however, represent the minority of acquisitions, so use the three methods below to triangulate around a realistic value for your company: Assets-based The most basic way to value a business is to consider the value of its hard assets minus its debts. Imagine a landscaping company with trucks and gardening equipment. These hard assets have value, which can be calculated by estimating the resale value of your equipment. This valuation method often renders the lowest value for your company because it assumes your company does not have any "Good Will." In accountant speak, "Good Will" has nothing to do with how much people like your company; Good Will is defined as the difference between your company's market value (what someone is willing to pay for it) and the value of your net assets (assets minus liabilities). Typically, companies have at least some Good Will, so in most cases you get a higher valuation by using one of the other two methods described below. Discounted Cash Flow In this method, the acquirer is estimating what your future stream of cash flow is worth to them today. They start by trying to figure out how much profit you expect to make in the next few years. The more stable and predictable your cash flows, the more years of future cash they will consider. Once the buyer has an estimate of how much profit you're likely to make in the foreseeable future, and what your business will be worth when they want to sell it in the future, the buyer will apply a "discount rate" that takes into consideration the time value of money. The discount rate is determined by the acquirer's cost of capital and how risky they perceive your business to be. Rather than getting hung up on the math behind the discounted cash flow valuation technique, it's better to understand the drivers of your value when you use this method. They are: 1) how much profit your business is expected to make in the future; and 2) how reliable those estimates are. Note that business valuation techniques are either/or and not a combination. For example, if you are using Discounted Cash Flow, the hard assets of the company are assumed to be integral to the generation of the profit the acquirer is buying and therefore not included in the calculation of your company's value. A money-losing bed and breakfast sitting on a $2 million piece of land is going to be better off using the Asset-based valuation method; whereas a professional services firm that expects to earn $500,000 in profit next year, but has little in the way of hard assets, will garner a higher valuation using the Discounted Cash Flow method or the Comparables technique described below. Comparables Another common valuation technique is to look at the value of comparable companies that have sold recently or for whom their value is public. For example, accounting firms typically trade at one times gross recurring fees. Home and office security companies trade at about two times monitoring revenue, and most security company owners know the Comparables technique because they are often getting approached to sell by private equity firms rolling up small security firms. Typically you can find out what companies in your industry are selling for by asking around at your annual industry conference. The problem with using the Comparables methodology is that it often leads owners to make an apples-to-bananas comparison. For example, a small medical device manufacturer might think that, because GE is trading for 20 times last year's earnings on the New York Stock Exchange, they too are worth 20 times last year's profit. However, if one looks at the more than 13,000 businesses analyzed through the The Value Builder System, it’s clear that a small medical device manufacturer is likely to trade closer to five times pre-tax profit. Small companies are deeply discounted when compared to their Fortune 500 counterparts, so comparing your company with a Fortune 500 giant will typically lead to disappointment. Finally, the worst part about selling your business is that you don't get to decide which methodology the acquirer chooses. An acquirer will do the math on what your business is worth to them behind closed doors. They may decide your business is strategic, in which case back up the Brinks truck because you're about to get handsomely rewarded for your company. But in most cases, an acquirer will use one of the three techniques described here to come up with an offer to buy your business. Increase the value of your business - Become and Accountrepreneur. ### Subscribers Make Your Company More Valuable Subscribers Make Your Company More Valuable Why are Amazon, Apple and many of the most promising Silicon Valley start-ups leveraging a subscription business model? Subscribers not only provide steady revenue; they make your company more valuable in the eyes of an acquirer. In a traditional business, customers buy your product or service once and may or may not choose to buy again; but in a subscription business, you have "automatic” customers who have agreed to purchase from you on an ongoing basis. There are at least nine subscription models that can be leveraged by businesses ranging from service companies to market research firms to manufacturing concerns. Recurring Revenue Recurring revenue—the hallmark of a subscription business—is attractive to acquirers and makes your business more valuable when it’s time to sell. How much more valuable? To answer that, one has to first look at how your business will be valued without a subscription offering. The most common methodology used to value a small to midsize business is discounted cash flow. This methodology forecasts your future stream of profits and then discounts it back to what your future profit is worth to an investor in today's dollars, given the time value of money. This investment theory may sound like MBA talk, but discounted cash flow valuation is something you have likely applied in your personal life without knowing it. For example, what would you pay today for an investment that you hope will be worth $100 one year from now? You would likely "discount" the $100 by your expectation for a return on investment. If you expect to earn a 7 percent return on your money each year, you'd pay $93.46 ($100 divided by 1.07) today for an investment you expect to be worth $100 in 12 months. Using the discounted cash flow valuation methodology, the more profit the acquirer expects your company to make in the future—and the more reliable your estimates—the more your company is worth. Therefore, to improve the value of a traditional business, the two most important levers you have are: 1) how much profit you expect to make in the future; and 2) the reliability of those estimates. At ValueBuilderSystem.com, one can see the effect of this valuation methodology. Since 2012, this methodology has been used to track the offers received by business owners who have completed the Value Builder questionnaire. During that time, the average business with at least $3 million in revenue has been offered 4.6 times its pretax profit. Therefore, a traditional business churning out 10 percent of pretax profit on $5 million in revenue can reasonably expect to be worth around $2,300,000 ($5,000,000 x 10 percent x 4.6). Then compare the value of a traditional company with the value of a subscription business. When an acquirer looks at a healthy subscription company, she sees an annuity stream of revenue throwing off years of profit into the future. This predictable stream of future profit means she is willing to pay a significant premium over what she would pay for a traditional company. How much of a premium depends on the industry, and some of the biggest premiums today go to companies in the software industry. Subscription-based Software Companies To understand what is going on in the valuation of subscription-based software companies, look at Dmitry Buterin. Buterin runs a subscription software company called Wild Apricot. He has also formed one of the world's first mastermind groups of small and midsize subscription company founders, and each month the group meets to discuss strategies for running a subscription business. Members of the group were constantly raising money or being courted by investors, so the topic of valuation came up a lot in their conversations. Buterin found that the consensus valuation range being offered to member companies was between 24 and 60 times monthly recurring revenue (MRR), which is equivalent to two to five times annual recurring revenue (ARR). One way to validate Buterin's numbers is to check with another guru from the world of subscription-based software companies. Zane Tarence is a partner with Birmingham, Alabama-based Founders Investment Banking, a company that specializes in selling software companies that use the subscription business model. Tarence estimates the valuation ranges he sees as belonging in one of three buckets: 24-48 x MRR (2-4 x ARR) These are typically very small software companies with less than $5 million in recurring annual revenue. Companies in this first bucket are usually growing modestly, with subscription cancellation rates (i.e., "churn") in the area of 2-4 percent per month. 48-72 x MRR (4-6 x ARR) These are larger software companies with recurring revenue of at least $5 million annually, which they are growing at the rate of 25-50 percent per year. Their net churn is typically below 1.5 percent per month. 72-96 x MRR (6-8 x ARR) These are the rare, fast-growth software companies that are growing more than 50 percent per year, with at least $5 million in annual revenue and net churn below 1 percent per month. These companies usually offer a solution (typically an industry-specific one) that their customers need to use to get their jobs done. The software business is an extreme example of the benefits of subscription revenue, but no matter what industry you're in, your company will likely command a premium if it enjoys recurring revenue. From Alarm Systems to Prescriptions to Mosquitoes For example, security businesses that monitor alarm systems and charge a recurring monthly monitoring fee to do so are worth about twice as much as security businesses that just do system installations. Retail pharmacies with a large pool of prescriptions for drugs that people take every day, like Lipitor and Lozol, command a premium over a traditional retailer because customers re-up their pills on a regular basis, creating a recurring revenue stream for the pharmacist. Even tiny companies are worth more if they have subscription revenue. When my colleagues over at the Value Builder Score analyzed very small businesses with less than $500,000 in sales, they found that the average offer these small businesses attract is 2.6 times pretax profit. Compare that to the average Mosquito Squad franchise. Mosquito Squad is a Richmond, Virginia-based company that offers to keep bugs off your patio by spraying your backyard regularly with a proprietary chemical recipe approved by the Environmental Protection Agency. Mosquito Squad franchisees target affluent home owners with an average home value north of $500,000 who entertain in their backyard and don't want to be bothered by mosquitoes. Mosquito Squad operates on a subscription basis. You subscribe to a season of spraying, which includes 8 to 12 sprays, depending on how buggy it is where you live. Mosquito Squad is a franchise business, and the impact of its recurring revenue model on its valuation is remarkable. According to Scott Zide, the president of Mosquito Squad's parent company, Outdoor Living Brands, Mosquito Squad franchises that changed hands over the most recent five-year period had revenue of $463,223 and sold for 3.7 times their pretax profit. That's a 42 percent premium over the traditional value of a company with less than $500,000 in sales, and it’s because Mosquito Squad operates on a recurring subscription model and 73 percent of its annual spraying contracts renew each year. Whether you plan to build a subscription-based software application or the simplest personal services business, having recurring revenue will boost the value of your most important asset. To learn more about how you can have a successful accounting business, listen to our weekly Wednesday podcasts. ### 4 Traps To Avoid When Selling Your Company 4 Traps To Avoid When Selling Your Company Business owners have been known to refer to due diligence as "the entrepreneur's proctology exam." It's a crude analogy but a good representation of what it feels like when a stranger pokes, prods, and looks inside every inch of your business. Most professional acquirers will have a checklist of questions they need answered if they’re considering buying your company. They'll want answers to questions like: When does your lease expire and what are the terms? Do you have consistent, signed, up-to-date contracts with your customers and employees? Are your ideas, products and processes protected by patent or trademark? What kind of technology do you use, and are your software licenses up to date? What are the loan covenants on your credit agreements? How are your receivables? Do you have any late payers or deadbeat customers? Does your business require a license to operate, and if so, is your paperwork in order? Do you have any litigation pending? In addition to these objective questions, they'll also try to get a subjective sense of your business. In particular, they will try to determine just how integral you are personally to the success of your business. Subjectively assessing how dependent the business is on you requires the buyer to do some investigative work. It's more art than science and often requires a potential buyer to use a number of tricks of the trade, such as: Trick #1: Juggling calendars By asking to make a last-minute change to your meeting time, an acquirer gets clues as to how involved you are personally in serving customers. If you can't accommodate the change request, the acquirer may probe to find out why and try to determine what part of the business is so dependent on you that you have to be there. Trick #2: Checking to see if your business is vision impaired An acquirer may ask you to explain your vision for the business, which is a question you should be well prepared to answer. However, he or she may ask the same question of your employees and key managers. If your staff members offer inconsistent answers, the acquirer may take it as a sign that the future of the business is in your head. Trick #3: Asking your customers why they do business with you A potential acquirer may ask to talk to some of your customers. He or she will expect you to select your most passionate and loyal customers and, therefore, will expect to hear good things. However, the customers may be asked a question like 'Why do you do business with these guys?' The acquirer is trying to figure out where your customers' loyalties lie. If your customers answer by describing the benefits of your product, service or company in general, that's good. If they respond by explaining how much they like you personally, that's bad. Trick #4: Mystery shopping Acquirers often conduct their first bit of research behind your back before you even know they are interested in buying your business. They may pose as a customer, visit your website, or come into your company to understand what it feels like to be one of your customers. Make sure the experience your company offers a stranger is tight and consistent, and try to avoid personally being involved in finding or serving brand-new customers. If any potential acquirers see you personally as the key to wooing new customers, they'll be concerned business will dry up when you leave. Learn about more tools you can use to help your business at our Free Resources page. ### How To Scale Up Your Service Business How To Scale Up Your Service Business Increase the value of your company by training others in your area of expertise. It can be tough to grow a service business. Clients are typically buying your expertise, and if all you have to sell is time, the size of your business will always be limited by the number of hours in your day. One way to scale up your service business is to launch a training division to teach others what you know. That's what Nancy Duarte did when she found herself run ragged trying to grow Duarte, a Mountain View, California-based design studio. Duarte's specialty was creating high-impact presentations (her firm created the slides Al Gore used in the movie The Inconvenient Truth), but the work was tough to scale. She found herself spinning various plates and hoping none of them would fall to the ground. Finally she realized she was exhausted and no longer enjoying her job. She still loved the business but hated the constant demands on her time and energy. In an effort to pull herself out of individual projects, she sat down and documented her methodology and from there created an internal training course so her employees could learn the Duarte way of creating presentations. Once she had taught her own staff to handle the development of the presentations, she turned her philosophy and her approach into a book that was published in 2008 under the title Slide:ology – The art and science of creating great presentations. Her most recent book, Resonate: Present visual stories that transform audiences, was published in 2010). Having created a platform with the books, Nancy launched her training division, which offers corporate on-site workshops—her facilitators go to large companies to teach the employees how to make better presentations. Due in large part to the training division, Duarte has scaled up her service business to the point where she now employs 82 people. As business owners, we all know we should be documenting our systems for others to follow, but somehow writing our owner's manual always takes a backseat to serving the next customer or fighting the next fire. Maybe what we need to do is stop thinking of writing down our process as an internal chore and instead focus on launching a training division. That way, the job of documenting our system goes from a textbook-boring task to the raw material needed to launch a revenue-generating business division.  Learn more about how you can scale up your service business - Become an Accountrepreneur. ### 4 Steps To Finding Your Sell-By Date 4 Steps To Finding Your Sell-By Date Most business owners think selling their business is a sprint, but the reality is it takes a long time to sell a company. The sound of the gun sends blood flowing as you leap forward out of the blocks. Within five seconds you’re at top speed and within a dozen your eye is searching for the next hand. Then you feel the baton become weightless in your grasp and your brain tells you the pain is over. You start an easy jog and you smile, knowing that you did your best and that now the heavy lifting is on someone else’s shoulders. That’s probably how most people think of starting and selling a business: as something akin to a 4 x 100-meter relay race. You start from scratch, build something valuable, measuring time in months instead of years, and sprint into the waiting arms of Google (or Apple or Facebook) as they obligingly acquire your business for millions. They hand over the check and you ride off into the sunset. After all, that’s how it worked for the guys who started Nest and WhatsApp – right? But unfortunately, the process of selling your business looks more like an exhausting 100-mile ultra-marathon than a 100-meter sprint. It takes years and a lot of planning to make a clean break from your company – which means it pays to start planning sooner rather than later. Here’s how to backdate your exit: Step 1: Pick your eject date The first step is to figure out when you want to be completely out of your business. This is the day you walk out of the building and never come back. Maybe you have a dream to sail around the world with your kids while they’re young. Perhaps you want to start an orphanage in Bolivia or a vineyard in Tuscany. Whatever your goal, the first step is writing down when you want out and jotting some notes as to why that date is important to you, what you will do after you sell, with whom, and why. Step 2: Estimate the length of your earn out When you sell your business, chances are good that you will get paid in two or more stages. You’ll get the first check when the deal closes and the second at some point in the future -- if you hit certain goals set by the buyer. The length of your so-called earn out will depend on the kind of business you’re in. The average earn out these days is three years. If you’re in a professional services business, your earn out could be as long as five years. If you’re in a manufacturing or technology business, you might get away with a one-year transition period. Estimate: + 1-5 years Step 3: Calculate the length of the sale process The next step is to figure out how long it will take you to negotiate the sale of your company. This process involves hiring an intermediary (a mergers and acquisitions professional, investment banker or business broker), putting together a marketing package for your business, shopping it to potential acquirers, hosting management meetings, negotiating letters of intent, and then going through a 60 to 90-day due diligence period. From the day you hire an intermediary to the day the wire transfer hits your account, the entire process usually takes six to 12 months. To be safe, budget one year. Estimate: + 1 year Step 4: Create your strategy-stable operating window Next you need to budget some time to operate your business without making any major strategic changes. An acquirer is going to want to see how your business has been performing under its current strategy so they can accurately predict how it will perform under their ownership. Ideally, you can give them three years of operating results during which you didn’t make any major changes to your business model. If you have been running your business over the last three years without making any strategic shifts, you won’t need to budget any time here. On the other hand, if you plan on making some major strategic changes to prepare your business for sale, add three years from the time you make the changes. Estimate: + 3 years Figuring out when to sell The final step is to figure out when you need to start the process. Let’s say you want to be in Tuscany by age 50. You budget for a three-year earn out, which means you need to close the deal by age 47. Subtract one year from that date to account for the length of time it takes to negotiate a deal, so now you need to hire your intermediary by age 46. Then let’s say you’re still tweaking your business model – experimenting with different target markets, channels and models. In this case, you need to lock in on one strategy by age 43 so that an acquirer can look at three years of operating results. It certainly would be nice to make a clean, crisp break from your business after an all-out sprint, but for the vast majority of businesses, the process of selling a company is a squishy, multi-year slog. So the sooner you start, the better. Visit our Free Resources page to learn more about tools you can use to be successful in your business. ### Did you miss the perfect time to sell your business? Did you miss the perfect time to sell your business? August was a rollercoaster ride for stockholders. Triple digits wins followed by even larger losses left the average investor reeling and were a good reminder that markets move in both directions. Valuations of privately heldp business have also been somewhat turbulent of late. The average offer extended to users of The Value Builder System was 4.2 pretax profit in Q1, 2015, but dropped to 3.9 in Q2. Does that mean you have missed the opportunity to sell your business at the peak? Maybe. But should you care? Probably not. The thing many of us forget is that when you sell your company—--possibly your largest asset and the biggest wealth-creating event of a your lifetime—--you have to do something with the money you make. These days, that means you'll have to turn around and invest your windfall into an asset class that is arguably somewhat bubbly in historical terms. The stock market has more than doubled since 2009. The price of residential real estate has been growing at a rate of 1 percent per month in many major centers. The same trend can be seen in many markets that offer exclusive beach houses or ski chalets. Who Is Richer: Samantha or Scott? Indulge us in a hypothetical example. Let's look at two imaginary business owners, each running a company generating a pretax profit of $500,000. Let's imagine that Samantha sold her business into the teeth of the recession for three times her pretax profit back in 2009. She would have walked with $1.5 million pretax to invest in the stock market. Now let's imagine business owner Scott who decides to try and time the market. Scott waited out the recession and sold his business last month for four times pretax profit, walking away with $2 million before deal costs. At first glance, Scott looks like the winner because he sold at the peak and got four times profit instead of Samantha's three times. But when we take a closer look, Samantha would probably be better off today. Assuming she had invested her $1.5 million in the stock market back in 2009, when the Dow was trading below 7,000 points, she would now have more than $3 million, or a third more than Scott, who waited and sold at the "peak." Timing the sale of your business on the basis of external markets is often a zero-sum game, because unless you're going to hide the proceeds of a sale under your mattress, you're probably buying into the same market conditions from which you're selling out. A better approach is to optimize your business against the eight things acquirers look for when they buy a business, regardless of what’s happening in the economy overall. For more tips on how to run a successful accounting business, listen to our weekly podcast every Wednesday. ### How to Get Rich in 3 (Really Difficult) Steps How to Get Rich in 3 (Really Difficult) Steps Becoming wealthy may not be your primary goal, but if it is, there is a reasonably predictable way to get rich in America. Step 1: Ignore Your Parents Parents around the world typically encourage their kids to get educated so they can get a ‘good job.’ This may mean becoming a doctor or lawyer, although neither tends to be a path to significant wealth. High-paying professions provide an excellent income stream, but two insidious forces undermine the professional's ability to create significant wealth: tax and spending. Tax It is difficult to become wealthy on the basis of a salary alone. Since income is taxed at the highest possible rate, you're left with not much more than 50 cents on the dollar. Spending The other problem with having a high income is that it creates a ‘wealth effect’ that triggers spending. Thomas J. Stanley, the famous author of the research-driven classic The Millionaire Next Door, points out that some professionals—in particular, lawyers—spend a large portion of their income to give the impression that they are successful, in part because they do not enjoy much social status from their job. In other words, when you earn $500,000 a year, you buy a Range Rover or send your kids to an elite private school at least in part because you want people to think you are wealthy. Step 2: Start Something Most wealth in America is created through owning a business. Recently, Mass Mutual looked at the proportion of business owners that make up a number of wealth cohorts. They found that 17 percent of people with between $100,000 and $500,000 to invest were business owners. Keep in mind that there are about 8 million employer-based companies in the United States, meaning that the incidence rate of business ownership (the natural rate at which you find business owners in the general population) is about three percent. Said another way, if you grabbed 100 people walking down the street, on average three of them would be business owners. On the other hand, if you took a random sample of 100 people with investable assets of between $100,000 and $500,000, 17 of them would be business owners, meaning you're over five times more likely to find a business owner in the $100,000 to $500,000 wealth segment than you are to find an employee in the same segment. The trend becomes more pronounced the higher up the wealth ladder you go. If you look at wealthy investors with between $500,000 and $1,000,000 in investable assets, you'll see that the proportion of business owners in this segment goes up dramatically—to27 percent. The Very Rich Among investors with between $1 million and $10 million in investable assets, the proportion of business owners jumps to 52 percent. As for those investors with $10 million to $50 million sloshing around in their bank account, 67 percent are business owners; and for investors with $50 million dollars or more in investable assets, 86 percent are business owners. Simply put, if you meet someone who is very rich, it's highly likely they are (or were) a business owner. Step 3: Get Liquid The next step for you as a business owner is to focus on improving the value of your business so that you can sell it for a premium. Just being a successful entrepreneur is typically not enough to become rich. You have to find a way to take the equity you have locked up in your business and turn it into liquid assets. When it comes to selling your business, the three most common options are: Acquisition: This is the headline-popping way some entrepreneurs choose to trade their shares for cash. When Facebook acquired WhatsApp for $19 billion, founders Brian Action and Jan Koum got very rich. Re-capitalization: A minority or majority "re-cap" occurs when you sell a stake in your company (often to a private equity firm) yet continue to run your business as both a manager and part owner, with a chunk of your wealth in liquid assets outside of your business. Management Buyout: In an MBO, you invite your management team (or a family member) to buy you out over time, usually with a mixture of some cash from the profits of your business as well as debt that the managers take on. There are other, less common ways to turn your equity into cash (e.g., an IPO), but the key is turning the illiquid wealth in your business into diversified liquid wealth. The best part about selling a business is that the wealth created is taxed at a very low rate compared to employment income, so you get to keep most of what you make. You might argue it is better to keep all of your wealth tied up in your business as it grows, but that can be a risky proposition—just ask Lululemon's Chip Wilson or BlackBerry's cofounder Mike Lazaridis. If you keep your money locked up in your business, it also means you may not be able to enjoy the benefits of wealth. You can't use illiquid stock in a private company to buy an around-the-world plane ticket or a ski chalet in Aspen. You actually have to get liquid first. There are many good reasons to build a business; and for you, wealth creation may not be as important as making an amazing product or leading a great team. But if money is what you're after, there is no better way to get rich than to start and sell a successful business. Learn how you can be successful in your own business - Become an Accountrepreneur. ### 90 Days That Will Define Your Business Forever 90 Days That Will Define Your Business Forever You've done the hard work of winning a new customer, but it's what you do in the next 90 days that determines if it'll stick around. The first 90 days of any new relationship are critical:   A president has about three months to inspire the electorate and gain the political capital he needs to govern.   A young team prospect has but a few months to impress his coach before being sent down to the minors.   A new CEO has 90 days to learn her job before the rank and file start expecting tangible leadership. The Onboarding Window: The First 90 Days For a young company, the first 90 days of a customer relationship are equally important.  Research into the subscription business model shows that getting a customer to effectively start using your product in the first 90 days leads to an increase in lifetime value of up to 300 percent for some companies. Take a look at marketing software provider Constant Contact, which used to struggle with the first 90 days of a new customer relationship. In the old days, Constant Contact took a "who, what, when" approach to onboarding new customers. Who stood for who a customer wanted to send an email campaign to; what stood for what the customer wanted to send; and when described the timing of the campaign. After users signed up for its service, Constant Contact would ask customers to upload their email database (the who in the three-step onboarding process). This required the new user to upload a customer list--which is the trickiest part of the onboarding experience. It required the customer to leave Constant Contact's site and struggle with how to export a contact list--often from a jury-rigged database kept in Excel or Outlook. The process was awkward, and many new customers stopped using Constant Contact because they hit a barrier before they had a chance to fall in love with the Constant Contact software. What, Who, When Wanting to stem new customer churn, Constant Contact changed its on boarding to focus first on the what. Immediately after signing up, new users were encouraged to create their first email campaign. Suddenly customers were seeing their campaign come to life in front of their eyes. Constant Contact offered customers a library of stock images that looked more beautiful than anything a business owner had used in the past. Customers could see firsthand how professional their company was going to look.  Only after the customer had completed the what stage and earned the emotional reward of seeing its first campaign come to life, did Constant Contact switch to the who part of creating a campaign. The difference was, by this point, Constant Contact had enough relationship equity with the customer to get it over the hump of uploading its database. This minor reordering of the onboarding flow led to a dramatic reduction in customer churn--which is the death knell of any subscription business. Listen to our weekly podcast to find out more about how you can build the premier accounting firm. ### The Downside of Just Milking It The Downside of Just Milking It If you have considered selling your business of late, you may have been disappointed to see the offers a business like yours would garner from would-be acquirers. According to the latest analysis of some 20,000 business owners who have used The Value Builder System, the average offer being made by acquirers is just 3.7 times your pre-tax profit.  Companies with less than a million dollars in sales garner significantly lower multiples, and larger businesses may get closer to five times the pre-tax profit, but regardless of size private company multiples are still significantly less than those reserved for public company stocks. Given the paltry offer multiples, you may be tempted to hold on to your business and “milk it” for decades to come. After all, you might reason that if you hang onto your business for four or five more years, you could withdraw the same amount in dividends as you would garner from a sale and still own 100% of the business. This logic – let’s call it the “Just Milk It Strategy” – seems sound on the surface, but there are some significant risks to consider. 1. You Shoulder the Risk The biggest downside of holding on to your business, rather than selling it, is that you retain all of the risk. Most entrepreneurs have an optimism bias, but you need only remember how life felt in 2009 to be reminded that economic cycles go in both directions. While business may feel good today, the next five years could well be bumpy for a lot of founders. 2. Disk Drive Space If you think of your brain like a computer’s disk drive, owning a business is like constantly running anti-virus software. Yes, in theory you can do other things like play golf or enjoy a bicycle trip through Tuscany and still own your business, but as long as you are the owner, your business will always occupy a large chunk of your brain’s capacity. This means family fun, vacations and weekends are always tainted with the background hum of your brain’s operating system churning through data. 3. Capital Calls Let’s say your business generates $500,000 in Earnings Before Interest Taxes, Depreciation and Amortization (EBITDA), and you could sell your company for four times EBITDA or keep it. You may argue it’s better to keep it, pull your profit out in the form of dividends, and capture the same cash in four years as you would by selling it. This theory breaks down in capital-intensive businesses where there is usually a big difference between EBITDA and cash in the bank. If you have to buy machines, finance your customers, or stock inventory, a lot of your cash will be locked up in feeding your business and the amount of cash you can pull out of your business each year is a fraction of your EBITDA. 4. Tax Treatment Depending on your tax jurisdiction, the sale proceeds of your business may be more favourably treated than income you would garner by paying yourself handsomely with the Just Milk It Strategy. You may actually need to pay yourself $2 or $3 for every $1 you can net from the advantageous tax treatment of a business sale. 5. You Can Do Better Finally, you may be able to attract an offer higher than three or four times your pretax profit. The businesses we work with who have a Value Builder Score of 80 + get offers that are, on average, 6.1 times their pretax profit. Some of the owners we work with do even better, stretching multiples into double digits. How can you have a successful accounting business? - Become an Accountrepreneur. ### How Your Age Shapes Your Exit Plan How Your Age Shapes Your Exit Plan Your age has a big impact on your attitude toward your business, and your feelings about one day getting out of it. For example, one person who runs a boutique mergers and acquisitions business refuses to take assignments from business owners over the age of 70. He has found that septuagenarians are so personally invested that they can rarely bring themselves to sell their business – frequently calling off the sale halfway through, claiming they just wouldn’t know what to do with themselves if it closed. While it’s always dangerous to generalize – especially based on something as touchy as age – a few patterns emerged in the research for Built to Sell: Creating a Business That Can Thrive Without You. Owners aged 25 to 46 Twenty- and thirty-something business owners grew up in an age when job security did not exist. They watched as their parents got downsized or packaged off into early retirement, and that resulted in a somewhat jaded attitude towards the role of a business in society. Business owners in their twenties and thirties generally see their companies as a means to an end, and most expect to sell in the next 5 to 10 years. Similar to their employed classmates, who move to a new job every 3 to 5 years, business owners in this age group often expect to start a few companies in their lifetime. Aged 47 to 65 Baby boomers came of age in a time when the social contract between a company and an employee was sacrosanct. An employee agreed to be loyal to the company, and, in return, the company agreed to provide a decent living and a pension for a few golden years. Many of the business owners in this generation think of their company as more than a profit center. They see their business as part of a community and, by extension, themselves as community leaders. To many boomers, the idea of selling their company feels like selling out their employees and their community. That’s why so many chief executive officers in their fifties and sixties are torn: they know they need to sell to fund their retirement, but they agonize over where that will leave their loyal employees. Aged 65+ Older business owners grew up in a time when hobbies were impractical and discouraged. You went to work while your wife tended to the kids (today, more than half of businesses are started by women, but those were different times), you ate dinner, you watched the news and you went to bed. With few hobbies and little other than work to define them, business owners in their late sixties, seventies and eighties feel lost without their business – that’s why so many refuse to sell or experience depression after they do. Of course, there will always be exceptions to general rules of thumb, but frequently – more than your industry, nationality, marital status or educational background – your birth certificate defines your exit plan. Visit our Free Resources page to learn more tips that will help you with your accounting business. ### Six Power Ratios to Start Tracking Now Six Power Ratios to Start Tracking Now Doctors in the developing world measure their progress not by the aggregate number of children who die in childbirth, but by the infant mortality rate – a ratio of the number of births to deaths. Similarly, baseball’s leadoff batters measure their “on-base percentage” – the number of times they get on base – as a percentage of the number of times they get the chance to try. Acquirers also like tracking ratios, and the more ratios you can provide a potential buyer, the more comfortable they will become with the idea of buying your business. Better than the blunt measuring stick of an aggregate number, a ratio expresses the relationship between two numbers, which gives them their power. If you’re planning to sell your company one day, here’s a list of six ratios to start tracking in your business now: 1. Employees per square foot  By calculating the number of square feet of office space you rent and dividing it by the number of employees you have, you can judge how efficiently you have designed your space. Commercial real estate agents use a general rule of 175–250 square feet of usable office space per employee. 2. Ratio of promoters and detractors Fred Reichheld and his colleagues at Bain & Company and Satmetrix developed the Net Promoter Score® methodology.[1] It is based on asking customers a single question that is predictive of both repurchase and referral. Here’s how it works: survey your customers and ask them the question, “On a scale of 0 to 10, how likely are you to recommend to a friend or colleague?” Figure out what percentage of the people surveyed give you a 9 or 10, and label that your ratio of “promoters.” Calculate your ratio of detractors by figuring out the percentage of people surveyed who gave you a score of 0 to 6. Then calculate your Net Promoter Score (NPS) by subtracting your percentage of detractors from your percentage of promoters. The average company in the United States has a NPS of between 10 and 15 percent.  Reichheld found companies with an above-average NPS grow faster than average-scoring businesses.  3. Sales per square foot By measuring your annual sales per square foot, you can get a sense of how efficiently you are translating your real estate into sales. Most industry associations have a benchmark. For example, annual sales per square foot for a respectable retailer might be $300. With real estate usually ranking just behind payroll as a business’s largest expenses, the more sales you can generate per square foot of real estate, the more profitable you are likely to be. 4. Revenue per employee Payroll is the number one expense for most businesses, which explains why maximizing your revenue per employee can translate quickly to the bottom line. Google, for example, enjoyed a revenue per employee of more than one million dollars in 2015, whereas a more traditional people-dependent company may struggle to surpass $100,000 per employee. 5. Customers per account manager How many customers do you ask your account managers to manage? Finding a balance can be tricky. Some bankers are forced to juggle more than 400 accounts, and therefore do not know each of their customers, whereas some high-end wealth managers may have just 50 clients to stay in contact with. It’s hard to say what the right ratio is because it is so highly dependent on your industry. Slowly increase your ratio of customers per account manager until you see the first signs of deterioration (slowing sales, drop in customer satisfaction). That’s when you know you have probably pushed it a little too far. 6. Prospects per visitor What proportion of your website’s visitors “opt-in” by giving you permission to e-mail them in the future? Dr. Karl Blanks and Ben Jesson are the cofounders of Conversion Rate Experts, which advises companies like Google, Apple and Sony on how to convert more of their website traffic into customers. Dr. Blanks and Mr. Jesson state that there is no such thing as a typical opt-in rate, because so much depends on the source of traffic. They recommend that rather than benchmarking yourself against a competitor, you benchmark against yourself by carrying out tests to beat your site’s current opt-in rate. Acquirers have a healthy appetite for data. The more data you can give them – in the ratio format they’re used to examining – the more attractive your business will be in their eyes. [1] Net Promoter, Net Promoter Score, and NPS are trademarks of Satmetrix Systems, Inc., Bain & Company, Inc., and Fred Reichheld.  Better your business by listening to our weekly podcast.      ### You-proofing Your Business You-proofing Your Business Making your business less dependent on you has a number of benefits: you can scale your company more quickly if you’re not acting as a bottleneck; you get more time to enjoy life outside of your business; and a business less dependent on its owner is much more valuable to an acquirer. Pulling yourself out of the day-to-day operations of your business is easier said than done. Here are three specific strategies for getting your company to run without you. 1. Think Like LEGO Pre-school children can make a collection of generic looking pieces come together in a complex creation by following the detailed instruction booklet that comes with every box of LEGO. Your employees need LEGO-like instructions to execute the recurring tasks in your business without your input. Ian Schoen is the co-founder of Two Tree International, a design and manufacturing firm that brings products directly from concept to customer. The company was started in 2008 with a $50,000 loan and had grown to sales of over $4 million and a staff of 15 employees when it was sold in 2015. Schoen credits his operating manual for allowing him to sell his business for a significant premium: “We started creating standard operating procedures in the business and had a set of documents that helped us run the business. Basically we could plug anyone into any position and have them understand it.” 2. Imagine Hosting Your Own AMA Everyone from Barrack Obama to Madonna to Bill Gates has participated in an “Ask Me Anything” (AMA) forum where participants are encouraged to ask the featured guest anything that is on their mind. Now imagine you invited your customers to an AMA. What questions would they ask you? What zingers would your most sceptical customers pose? These are the questions you need to document your responses to in a Frequently Asked Questions document that your employees can leverage in your absence. 3. Shine the Media Spotlight on Your Team It’s tempting to take the call from a local reporter who wants to interview you about your company, but consider inviting an employee to take the interview instead. Stephan Spencer founded Netconcepts in 1995 and grew it into a multinational Search Engine Optimization (SEO) agency before selling it to Covario in 2010. His first attempt to sell his business in the late 1990s failed because potential acquirers viewed Netconcepts to be too dependent on Spencer himself: “My personal name and my company name were too intermingled. If I didn’t go with the business, nobody was going to buy it.” Spencer set out to reduce his company’s reliance on him personally and one of his strategies was to position his employees as SEO experts: “I encouraged key staff, various executives and top consultants within the company to speak and write articles, and I introduced them to the editors I knew.” It can be tempting to run your company as your own personal fiefdom but the sooner you get it running without you, the faster it can scale into something irresistible to an acquirer. Learn more about how you can you-proof your business - Become an Accountrepreneur. ### Why Bother Doing It The Hard Way? Why Bother Doing It The Hard Way? Whether you want to sell your business next year or a decade from now, you will have two basic options for an external sale: the financial or the strategic buyer. The Financial Buyer The financial buyer is buying the rights to your future profit stream, so the more profitable your business is expected to be, the more your company will be worth to them. Strategies that are key to driving up the value of your business in the eyes of this buyer include de-risking it as much as possible, creating recurring revenue, reducing reliance on one or two big customers, cultivating a team of leaders, etc. The Strategic Buyer The alternative is to sell to a strategic buyer. They will care less about your future profit stream and more about what your business is worth in their hands, typically calculating how much more of their product they can sell by owning your business. Strategic buyers are usually big companies, so the value of being able to sell more of their product or service because they own you can be substantial. This often leads strategic buyers to pay more for your business than a financial buyer ever would. For example, Nick Kellet’s Next Action Technologies created a software application that takes a set of numbers and visually expresses them in a Venn diagram. Next Action Technologies was generating approximately $1.5 million in revenue when they received their first acquisition offer; Kellet’s first valuation was for $1 million, a little less than revenue, which is a pretty typical from a financial buyer. Kellet knew the business could be worth more to a strategic buyer, so he searched for a company that could profit by embedding his Venn diagram software into their product. Kellet found Business Objects, a business intelligence software company looking to express their data more visually. Business Objects could see how owning Next Action Technologies would enable them to sell a whole lot more of their software, and they went on to acquire Kellet’s business for $8 million, more than five times revenue – an astronomical multiple. Preparing For Every Eventuality The question is: why bother making your business attractive to a financial buyer when the strategic buyer typically pays so much more? The answer is that strategic acquisitions are very rare. Each industry usually only has a handful of strategic acquirers, so your buyer pool is small and subject to a number of variables out of your control; the economy, interest rates, the competitive landscape and a whole raft of other variables can all impact a strategic acquirer’s appetite to buy your business. Think of it this way: imagine your child is a promising young athlete who’s intent on going pro. You know that becoming a professional athlete is a long shot, fraught with unknown hurdles: injury, the wrong coach, or just not having what it takes to compete at the highest levels. Do you squash her dream? No, but you do make sure she does her homework, so if her dream fades she has her education; you make sure she has a back-up plan. The same is true of positioning your company for an exit. Sure, you may want to sell your business to a strategic buyer in a spectacular exit, but a financial acquisition is much more likely, and financial buyers are looking for companies that have done their homework – companies that have worked to become reliable cash machines. Do you want to learn more about how you can build the premier accounting firm? Visit our Free Resources page. ### Rich vs. Famous Rich vs. Famous Have you set a goal for your company this year? If you’re like most business owners, you’re striving for an increase in your annual sales. It’s natural to want your company to be bigger because that’s what everyone around us seems to celebrate. Magazines profile the fastest growing companies, industry associations celebrate their largest members, and bigger seems to be better in the eyes of just about every business pundit with a microphone. But growth can come at a steep price and can even detract from your ability to build your personal wealth. The Contrasting Exits of Michael Arrington For example, let’s take a look at an entrepreneur named Michael Arrington. Arrington started Achex in 1999. It helped facilitate payments in the early days of the internet, and Arrington was focused on growing it. He accepted two rounds of outside capital to fund the company’s expansion. Achex was ultimately sold to First Data Corporation for $32 million in 2001. Unfortunately, because Arrington had been focused on growth above all else, he had not only raised two rounds of financing but also reduced his personal stake in the company down to next to nothing. As he told Business Insider, "When I started my first company, Achex, we raised $18 million in venture capital in 2000 from DFJ. The company later sold for $32 million, but due to a 2x liquidity preference (common in those days), the founders essentially got nothing, just a few hundred thousand dollars to not block the deal." Arrington then went on to start the technology blogging website TechCrunch in 2005. This time Arrington wanted to grow the business, but not at the expense of his equity. Instead, they grew the company within their means and funded the business largely out of cash flow. Arrington still owned 80% of the company, according to Business Insider, when he sold it for approximately $30 million. Apparently Arrington had learned his lesson—growth is good, but not at the expense of all else. The Alternative to Growth at All Costs The alternative to focusing on sales growth as your primary objective is to focus on the value of your equity within your company. Growth will have a positive impact on your company’s value, but your growth rate is only one of the eight drivers that impact what your company is worth. As you build your business, you will be faced with many forks in the road where growth may come at the expense of both your company’s value, and your personal wealth. For example:        You may have to dilute your personal stake in the company by taking on outside capital. Depending on the return your investors are looking for, and the performance of your company after you take on outside investors, your smaller slice of the larger pie may be worth less than a larger slice of a smaller pie.        Cross selling your largest customer more products and services may be a relatively easy way to grow your top line, but if they already represent more than 15% of your sales, the extra revenue may dilute the value of your company because acquirers discount companies with too much customer concentration.        Giving lazy customers 90 days to pay may keep them buying, but those charitable payment terms may detract from the value of your business because an acquirer will have to fund your working capital.        You could choose to invest your sales and marketing resources into winning a big, one-time project that would boost your sales but this may not boost the value of your business, which may be more positively impacted by a smaller amount of recurring revenue. To help you with making goals to better your company, listen to our weekly podcast.       ### Have You Discovered Your Recurring Revenue Model? Have You Discovered Your Recurring Revenue Model? When it comes to the value of your business, what happened in the past is much less important than what is likely to happen in the future. One of the most important ways you can shape the future of your business is to create some recurring revenue. Recurring revenue comes from those magical sales you make without really trying. Good examples of recurring revenue models include ongoing service contracts, subscriptions, and memberships – basically any sale situation the customer has to proactively opt out of, instead of in to. Recurring revenue is critical for the value of just about any small business, and it is equally import for the world’s largest businesses. Why ICD bought Porto Montenegro If you’re looking for a fun example of why recurring revenue matters, take a look at The Investment Corporation of Dubai  (ICD) and their acquisition of Porto Montenegro Marina and Resort. If you happen to be the heir to a European royal dynasty or are a Silicon Valley billionaire, you’ve probably parked your boat in Porto Montenegro. Along with 450 berths for the world’s largest super yachts, there’s a 5 star hotel, ultra exclusive residential properties and 250 high-end boutiques to indulge just about any fancy. Porto Montenegro is the brainchild of Peter Munk, who is best known as the founder of Barrick Gold Corp. Munk fell in love with the natural beauty of the Adriatic coastline and saw an opportunity to buy an old naval ship yard and transform it into one of the world’s most exclusive travel destinations. So why on earth would ICD, the principle investment arm of the Dubai government, be interested in buying a glorified parking lot in the middle of an old naval base? Well it turns out that super yachts need a lot of regular maintenance. In fact, the average super-yacht owner spends 10% of its value every year on repairs and maintenance. ICD wanted the steady flow of recurring revenue from maintenance contracts with the well-heeled owners who moored their yacht at Porto Montenegro. Tomorrow vs. Yesterday Porto Montenegro is a billion-dollar reminder that recurring revenue is important for large companies, but creating an annuity stream can be even more important for smaller businesses. It can be tempting to celebrate the large project wins or a big sale to a one-off customer, but when it comes to valuing your business, acquirers may discount those as aberrations and focus on the steady flow of your recurring business. How can you better your business? - Visit our Free Resources page to find helpful tools.      ### Did Microsoft Overpay For LinkedIn? Did Microsoft Overpay For LinkedIn? Microsoft’s recent $26.2 billion acquisition of LinkedIn provides an illustrative example of a strategic acquisition – the type of sale that usually garners the most gain for the acquired company’s shareholders. You may be wondering what a billion-dollar acquisition has to do with your business, but the very same reasons a strategic acquirer buys a $26 billion business holds true for the acquisition of a $2 million company. The financial vs. strategic buyer A financial buyer is buying the future stream of profits coming from your business, whereas the strategic buyer is buying your business for what it is worth in their hands. To simplify, a financial acquirer buys your business because they think they can sell more of your stuff, whereas a strategic buyer acquires your business because they think it will help them sell more of their stuff. One might argue that Microsoft overpaid for LinkedIn given that LinkedIn only generated a few hundred million dollars in EBITDA last year, meaning the good folks in Redmond paid an astronomical multiple of LinkedIn’s earnings. But earnings are not the only thing strategic acquirers care about when they go to make an acquisition. Microsoft‘s acquisition of LinkedIn is a classic example of a strategic acquisition. The Redmond-based technology giant has been undergoing a major transformation from being a software company focused on operating systems to a business concentrating on cloud-based software applications. Microsoft enjoys a dominant market share in the basic tools white-collar business people use to get their job done, but other software packages have begun to nip at the heels of their dominance in many product lines. Take Microsoft Office for example. Many businesses have started to use competitive offerings from Google and Apple. Even more companies cling to older versions of Microsoft Office software, even though Microsoft is keen to move everyone over to the cloud-based Office 365. In purchasing LinkedIn, Microsoft saw an opportunity to suck data from LinkedIn into Microsoft’s cloud-based software applications, making them irresistible. Imagine you’re a sales person and you just landed a big meeting with a new prospect. You enter the appointment as a Microsoft Outlook event and suddenly the details of the event feature everything LinkedIn knows about your prospect. Now you can make small talk about where they went to school, the previous jobs they have held and know the scope of their current role – all without ever leaving Outlook. Microsoft is betting this kind of integration across its platforms will compel more people to upgrade to the latest software applications. While your company is likely smaller than LinkedIn, the same thing that makes a giant buy another giant holds true for smaller businesses. To get the highest possible price for your business, remember that companies make strategic acquisitions because they want to sell more of their stuff. See how you can be successful like Linkedin and Microsoft - Become an Accountrepreneur. ### Thinking Vs. Doing: The Owner’s Dilemma Thinking Vs. Doing: The Owner’s Dilemma There’s a steady breeze from the northwest, which cools the warm Caribbean afternoon. Framed between a palm tree and the turquoise water, you notice a man reading. He appears to be working, which seems strange given his appearance: shaggy blonde hair, linen shirt, surf shorts and flip-flops. You squint and realize the man is Richard Branson and he just happens to be running Virgin Group Ltd., a multibillion-dollar conglomerate. He is working where he usually does, at Necker Island, a 74-acre retreat he owns in the British Virgin Islands. Branson, of course, is far from a negligent founder, he has managers running the various businesses that make up the Virgin Group and visits his companies regularly, but he does not manage the day-to-day operations of any of his businesses, which frees up his time to think. The train conductor vs. the thinker Your role as a CEO can be divided into two buckets: one for managing and the other for thinking. The managing bucket is where, metaphorically speaking, you ensure the trains all run on time. In this role, you’re establishing goals for your employees and holding them accountable for achieving their targets. You’re making sure your products and services are of a high quality and that your biggest customers are happy. When you’re wearing your manager hat, you’re scouring your company looking for small enhancements every day. This obsession with continuous improvement is what big companies call “six-sigma thinking,” but you probably just think of it as building a great company. The other bucket is reserved for thinking and it’s where you create the future of your company. In this visionary time, you get to design new products, imagine new ways of serving customers, or contemplate where you could take your business in the years ahead. Your visionary hours are spent dreaming and imaging what your business could be, instead of worrying about what it is today. The most valuable companies The question is, how much of your time should you devote to each role? If your goal is to create a more valuable business—one that someone might like to buy one day—our data reveals that you should start gradually increasing the time you spend on thinking and hire someone else to do the managing. For example, after analyzing more than 20,000 businesses who have received their Value Builder Score, we have discovered that companies of owners who know each of their customers by first name (i.e., managers) trade at just 2.9 times their pre-tax profit, whereas the companies of owners who do not know their customers’ first names (i.e., thinkers) trade at closer to 5 times pre-tax profit. Further, companies that would suffer if their owners were unable to come to work for three months, receive significantly lower offers when compared to companies that would not feel the absence of the owner for a month or two. Finally, in a recent survey of merger and acquisition (M&A) professionals, we asked who they like to see an owner hire if they can only afford one “C-level” executive. The M&A professionals overwhelmingly identified a general manager/second-in-command as the most important role a founder can fill ahead of a chief revenue, marketing or financial officer. In short, the owners of the most valuable businesses have found managers to ensure the trains run on time while they spend an increasing amount of their energy thinking about what’s next for their business. Listen to our weekly podcast to learn about ways you can clear up the owner's dilemma. ### How Three Moves Quadrupled the Value of this Business How Three Moves Quadrupled the Value of this Business Are you stuck trying to figure out how to create some recurring revenue for your business? You know those automatic sales will make your business more valuable and predictable, but the secret to transforming your company is to think less about what’s in it for you and more about coming up with a reason for customers to agree to a monthly bill. Take a look at the transformation of Laura Steward’s company, Guardian Angel. Steward had gotten her IT consulting firm up to $400,000 in revenue when she called in a valuation consultant to help her put a price on her business. Steward was disappointed to learn her company was worth less than fifty percent of one year’s sales because she had no recurring revenue and what sales she did have were dependent on her personally. Steward set about to transform her business into a more valuable company and made three big moves: 1. Angel Watch The first thing Steward did was to design a monthly program called Angel Watch, which offered her business clients ongoing protection from technology problems. Steward offered her Angel Watch customers ongoing remote monitoring of their networks, pre-emptive virus protection and staff on call if there was ever a problem. Steward approached her clients with a calculation of what they had spent with her firm over the most recent 12-month period, including the cost of her customer’s downtime. She made the case that by signing up for Angel Watch, they would save money when taking into consideration both the hard costs of her firm’s time and the soft costs associated with downtime. 90% of her customers switched from hourly billing to the Angel Watch program. 2. Doubling Rates Next Steward doubled her personal consulting rates. That way, when one of the customers who decided not to opt into Angel Watch called her firm, they were quoted one rate for a technician’s time or twice the price to have Steward herself. Not surprisingly, most customers opted for the cheaper option and others chose to reconsider their decision not to sign up for Angel Watch. 3. Survivor Clause Steward also credits a small legal manoeuvre for further driving up the value of her business. She included a “survivor clause” in her Angel Watch contracts, which stipulated that the obligations of the agreement would “survive” a change of ownership of her company. Steward went on to successfully sell her business at a price that was more than four times the original valuation she had received just two years prior to launching Angel Watch. How can you increase the value of your accounting business? - Become an Accountrepreneur. ### How much goodwill do you have in your business? How much goodwill do you have in your business? The term “goodwill” is often thrown around in conversation as though it is a subjective description of how much your customers like your business. In fact, when it comes to valuing your business, there is nothing subjective about the definition of goodwill. It is defined as the difference between what someone is willing to pay for your company minus the value of your hard assets. Let’s imagine you own a plumbing company and the main physical assets in your company are the five vans you own and some tools with a total value of around $100,000. If you sold your plumbing company for $1,000,000, the acquirer would have paid $900,000 in goodwill ($1,000,000 - $100,000). When a company sells for the value of its fixed assets, it is often a distressed business one step away from closing down. One way to think about your job description as an owner is to maximize the difference between what your business is worth to a buyer and the value of your fixed assets. Marriott buys more than bricks and mortar For an example of the difference between valuing a business for its hard assets vs. its goodwill, take a look at the recent acquisition of Starwood Hotels & Resorts Worldwide by Marriott. Neither Starwood nor Marriott own many of the hotels that bear their name. Instead, they license the name to operators, franchisees and the owners of the bricks and mortar. So why would Marriott cough up $13 billion for Starwood if they don’t even own the hotels they run? In part, Marriott wanted to get its hands on the Starwood Preferred Guest program, a loyalty scheme which has proven more popular than Marriott’s program for frequent travellers. Similarly, Uber is worth something north of $50 billion because more than one million people per day hail a ride using Uber, not because they own a whole bunch of cars.  Chasing hard assets at the expense of goodwill Many owners focus on building their stockpile of hard assets, not understanding the concept of goodwill. Accumulating hard assets like land and machines and equipment is fine, but the savvy owner, looking to maximize her value, focuses less on the tangible assets and more on what those assets allow her to create for customers. There is nothing wrong with owning hard assets unless they take away from capital you could be investing in creating goodwill. Then the opportunity cost may exceed the value of owning the stuff. Arguably both Uber and Starwood would be a shadow of the companies they are today had they pursued a strategy of accumulating hard assets. Would Uber ever have made it out of San Francisco if they had to buy a Lincoln Town Car every time they wanted to add a driver to their network? In your case, focus on what creates value for customers and you will maximize the value of your business far beyond the value of your hard assets. To learn more about how you can better you business, listen to our weekly podcast.      ### 5 Ways To Get Your Business To Run Without You 5 Ways To Get Your Business To Run Without You Some owners focus on growing their profits, while others are obsessed with sales goals. Have you ever considered making it your primary goal to set up your business so that it can thrive and grow without you? A business not dependent on its owner is the ultimate asset to own. It allows you complete control over your time so that you can choose the projects you get involved in and the vacations you take. When it comes to getting out, a business independent of its owner is worth a lot more than an owner-dependent company. Here are five ways to set up your business so that it can succeed without you. 1. Give Them A Stake In The Outcome Jack Stack, the author of The Great Game of Business and A Stake In The Outcome wrote the book on creating an ownership culture inside your company: you are transparent about your financial results and you allow employees to participate in your financial success. This results in employees who act like owners when you’re not around. 2. Get Them To Walk In Your Shoes If you’re not quite comfortable opening up the books to your employees, consider a simple management technique where you respond to every question your staff bring you with the same answer, “If you owned the company, what would you do?” By forcing your employees to walk in your shoes, you get them thinking about their question as you would and it builds the habit of starting to think like an owner. Pretty soon, employees are able to solve their own problems. 3. Vet Your Offerings Identify the products and services which require your personal involvement in either making, delivering or selling them. Make a list of everything you sell and score each on a scale of 0 to 10 on how easy they are to teach an employee to handle. Assign a 10 to offerings that are easy to teach employees and give a lower score to anything that requires your personal attention. Commit to stopping to sell the lowest scoring product or service on your list. Repeat this exercise every quarter. 4. Create Automatic Customers Are you the company’s best salesperson? If so, you’ll need to fire yourself as your company’s rainmaker in order to get it to run without you. One way to do this is to create a recurring revenue business model where customers buy from you automatically. Consider creating a service contract with your customers that offers to fulfill one of their ongoing needs on a regular basis. 5. Write An Instruction Manual For Your Business Finally, make sure your company comes with instructions included. Write an employee manual or what MBA-types called Standard Operating Procedures (SOPs). These are a set of rules employees can follow for repetitive tasks in your company. This will ensure employees have a rulebook they can follow when you’re not around, and, when an employee leaves, you can quickly swap them out with a replacement to take on duties of the job. You-proofing your business has enormous benefits. It will allow you to create a company and have a life. Your business will be free to scale up because it is no longer dependent on you, its bottleneck. Best of all, it will be worth a lot more to a buyer whenever you are ready to sell. Learn more tools to help your business grow by visiting our Free Resources page. ### Market Share vs. Addressable Market Market Share vs. Addressable Market Imagine you’re a farmer and you’ve been tending to your crops all year. It’s harvest season and finally time to collect the spoils of your labor. You start harvesting your crops only to find out that pesky rodents have been quietly eating away at your fields. You’re devastated as you come to the realization that much of what you have been working so hard to cultivate has already been taken. Feeling like there is not much field left to harvest is what acquirers and investors are trying to avoid as they evaluate buying your business. Metaphorically speaking, acquirers want to know that if they buy your business, there will be plenty of fresh farmland left for them to till. Addressable Market Investors call it your company’s “addressable market” and it is one of the main factors buyers will look at when they evaluate the potential of acquiring your company. Business 101 tells us we should strive for market share so we can control pricing. Market share is a worthy goal if your objective is to maximize your profits. However, if your primary objective is to increase the value of your company, you want to be able to communicate that you have relatively low market share across the entire addressable market. In other words, there is plenty of field left to plough.  Consider the following ways you might expand the way you are currently thinking about the addressable market for what you sell: Demographics Demographics involve segmenting a market by objective measures like gender, income, age and education level. Marriott is a hotel chain but they have created a variety of brands to address the various demographic segments they want to serve. Ritz Carlton is a Marriott brand that appeals to well-heeled travellers, but if all you want is a basic room, you could opt for a Courtyard Marriott. It’s the same company, but they have expanded their addressable market by focusing on different demographic segments. Psychographics Psychographics involve segmenting your market according to the way people think. Toyota produces the Prius, which gets 50 miles per gallon and is a favourite among environmentalists. Toyota also produces the thirsty Tundra pickup truck and, at just 15 miles per gallon, attracts a different psychographic segment. Geography Success in your local market is good but if you want to really boost the value of your company in the eyes of an acquirer, you need to demonstrate that your concept crosses geographic lines. McDonald’s has more than fourteen thousand locations in the United States but they have also demonstrated that the golden arches can draw a crowd in other markets. McDonald’s has nearly three thousand stores in Japan, two thousand in China and more than a thousand locations in each of the European countries of Germany, Canada, France and the United Kingdom. You don’t actually have to become a global giant like Marriott, Toyota or McDonald’s to increase your company’s value but you do need to be able to communicate that your concept could work in other markets and that there is still good land left to plough. Visit our Free Resources page to learn more about how to increase your business's value.     ### Will This Be The Year You Seriously Drive Up The Value of Your Company? Will This Be The Year You Seriously Drive Up The Value of Your Company? If you have resolved to make your company more valuable in 2017, you may want to think hard about how your customers pay. If you have a transaction business model where customers pay once for what they buy, expect your company’s value to be a single-digit multiple of your Earnings Before Interest Taxes, Depreciation and Amortization (EBITDA). If you have a recurring revenue model, by contrast, where customers subscribe and pay on an ongoing basis, you can expect your valuation to be a multiple of your revenue. Breedlove & Associates Sells for 6X Revenue In 1992 Stephanie Breedlove started a payroll company to make it easier for parents to pay their nannies on a recurring basis. It began small and Breedlove self-funded her growth, which averaged 20% per year. By 2012, Breedlove & Associates had hit $9 million in annual sales when Breedlove accepted an offer from Care.com of $55 million for her business—representing an astronomical multiple of more than six times Breedlove’s revenue. Buyers pay up for companies with recurring revenue because they can clearly see how your company will make money long after you hit the exit. Not sure how to create recurring revenue? Here are five models to consider: Products That Run Out If you have a product that people run out of, consider offering it on subscription. The retailing giant Target sells subscriptions to diapers for busy parents who don’t have the time (or interest) in running to the store to re-stock on Pampers. Dollar Shave Club, which was recently acquired by Unilever for five times revenue, sells razor blades on subscription. The Honest Company sells dish detergent and safe household cleaning products to environmentally conscious consumers and more than 80% of their sales come from subscriptions. Membership Websites If you’re a consultant and offer specialized advice, consider whether customers might pay access to a premium membership website where you offer your know-how to subscribers only. Today there are membership websites for people who want to know about anything from Search Engine Marketing to running a restaurant. Services Contracts If you bill by the hour or the project, consider moving to a fixed monthly fee for your service. That’s what the marketing agency GoBrandGo! has done to steady cash flow and create a more predictable service business. Piggyback Services Ask yourself what your “one-off” customers buy after they buy what you sell. For example, if you make a company a new website, chances are they are going to need somewhere to host their site. While your initial website design may be a one-off service, you could offer to host it for your customer on subscription. If you offer interior design, chances are your customers are going to want to keep their home looking like the day you presented your design, so they might be in the market for a regular cleaning service. Rentals If you offer something expensive that customers only need occasionally, consider renting access to it for those who subscribe. ZipCar subscribers can have access to a car when they need it without forking over the cash to buy a hunk of steel. WeWork subscribers can have access to the company’s co-working space without buying a building or committing to a long-term lease. You don’t have to be a software company to create customers who pay you automatically each month. There is simply no faster way to improve the value of your business this year than to add some recurring revenue. Learn more about how you can drive the value of your company up - Become an Accountrepreneur. ### The Downside of Selling Someone Else’s Product The Downside of Selling Someone Else’s Product Are you tempted to re-sell someone else’s product to boost your topline revenue?  On the surface, becoming a distributor for a popular product can appear to be a simple way to grow your sales—simply find something that is already proven to be successful elsewhere and negotiate the rights to sell it in your local market.  While distributing someone else’s product may be a relatively easy way to grow your topline, all that revenue growth may do little for your company’s value. A typical distribution company will be lucky to sell for 50% of one year’s revenue, whereas if you control your product or service—and the brand that embodies them—you should be able to do much better.  How Nike Became One of the World’s Most Valuable Companies For an example of the dangers of not owning your own products, take a look at the evolution of Blue Ribbon Sports into Nike Inc. As Nike co-founder Phil Knight describes in his recent autobiography Shoe Dog, the company started off by negotiating the exclusive rights to sell Tiger running shoes in the United States. Knight’s company was called Blue Ribbon Sports and he imported the shoes from Onitsuka, a Japanese company. Despite their exclusive agreement with Blue Ribbon, Onitsuka started to court other American dealers. When Knight protested the obvious breach of their contract, Onitsuka threatened a hostile takeover of Knight’s business or to shut him down outright. Knight’s company was tiny at the time and so deeply reliant on Onitsuka for supply, he could do virtually nothing to enforce their agreement.  Given its dependence on Onitsuka, Knight’s company would have scored close to zero out of a possible 100 on what we call The Switzerland Structure, a measure of your company’s reliance on a supplier, employee or customer. The Switzerland Structure is only one of eight value drivers we measure, but abysmal performance on any one factor can be a significant drag on the value of your business.  Onitsuka’s snub became Knight’s impetus to start Nike, which gave him control of his marketing, supply and product development. Instead of simply re-selling someone else’s shoes, Nike developed their own designs and contracted the manufacturing of their products to other factories. By owning its own products and brands, Nike has become one of the world’s most valuable companies and regularly trades north of 20 times earnings.  Do you need more advice on how to create the accounting business you want? - Listen to our weekly podcast.     ### The Anatomy of a Successful Exit The Anatomy of a Successful Exit Stephanie Breedlove started Breedlove & Associates in 1992 as a way to pay her nanny. The big payroll processors weren’t interested in dealing with one person’s wages and doing it themselves was complicated and time-consuming, too much for the then overwhelmed Breedloves. Breedlove saw a business opportunity and started a payroll company for parents who needed to pay their nannies. By 2012, Breedlove & Associates had grown to $9MM in revenue and then she received a $54MM acquisition offer. To give you some context of how incredible it is to sell a $9MM business for $54MM let’s look at the numbers. At The Value Builder System™, more than 25,000 business owners have completed the Value Builder Score questionnaire, part of which asks about any acquisition offers they may have received. The average multiple offered is 3.76 times pre-tax profit. Even the best-performing businesses, those with a Value Builder Score of 80+, only get offers of 6.27 times pre-tax profit on average. Breedlove got close to six times revenue. What did Breedlove do right? We’re going to look at the five things Breedlove did—and that you can do—to drive up the value of a business. 1. Sell Less Stuff to More People When Breedlove hit $30K per month in revenue, she quit her job at Accenture (formerly Anderson Consulting) and devoted herself to Breedlove & Associates full-time. To grow, she had a choice: sell more to her existing customers (e.g. busy couples often need lawn-care, house-cleaning, or grocery-delivery services) or stick with her niche of paying nannies. Most consultants and experts would say it’s easier to sell more to existing customers (and they’re right), but it doesn’t make your business more valuable. Breedlove decided to stick to her niche and find more parents who needed to pay their nannies, and that decision laid the foundation for a more valuable business. Investors from Warren Buffet look for companies with a deep and wide competitive moat that gives the owner pricing authority. When you have a differentiated product or service, we call it having The Monopoly Control and companies with a monopoly get significantly higher acquisition offers. Rather than selling existing customers generic services in commoditized markets, Breedlove focused on selling one thing to as many customers as she could find. 2. Strive for 50%+ Net Promoter Score One feature that interested acquirers look for is your customer satisfaction levels. Increasingly, they are turning to the Net Promoter Score (NPS) as a measure of this. NPS was developed by Fred Reichheld and his team at Satmetrix, who discovered that your customers’ willingness to refer you to their friends or colleagues is highly predictive of your company’s future growth rate. The NPS approach is to ask your customers how willing they would be to refer your company to a friend or colleague, on a scale of 0 to 10. They are then categorized into Promoters (9s and 10s), Passives (7s and 8s) or Detractors (0–6s). The NPS is calculated by subtracting the percentage of Promoters from the percentage of Detractors. Most businesses achieve an NPS of 10% to 15%, while the very best companies (think Apple and Amazon) get scores of 50% or more. Breedlove obsessed over her company’s NPS and realized the key to driving it up was perfecting the first few interactions with a new customer. When you call a big payroll company looking for a service to pay your nanny, the response can be underwhelming. With only one person to pay, you are often relegated to the most junior staff member and even they would rather be dealing with a larger client. When you call Breedlove, by contrast, you get a team of professionals totally focused on setting you up. You’re not an afterthought. You’re not passed on. Instead, you get the best onboarding talent the company has to offer. This set-up team was a big part of how Breedlove achieved an astonishing 78% NPS. 3. Create Recurring Revenue Streams The third thing that made Breedlove’s company attractive was recurring revenue. Regardless of what industry you’re in, recurring revenue models give acquirers more confidence that the business will keep going strong after you leave. By 2012, Breedlove & Associates had grown to $9MM and, given the nature of the payroll business, 100% of their revenue was recurring. 4. Reduce Reliance on Customers, Employees and Suppliers Breedlove’s company was also attractive to buyers because she had a highly diversified customer base with no single customer representing even close to 1% of her revenue. If more than 10% to 15% of your revenue comes from one buyer, you can expect prospective acquirers to ask a lot more questions. Customer concentration is one of three factors that make up The Switzerland Structure Module. The Switzerland Structure measures your business’ dependence on a single customer, employee or supplier. 5. Find an Acquirer You Can Help Grow By 2012, Breedlove & Associates was growing 17% per year, which is good but not blow-your-mind good. So how did she attract such an incredible acquisition offer? The trick was showing her acquirer how they could grow. In Breedlove’s case, she sold her company to Care.com. Think of Care.com as the Angie’s List of care providers (e.g. child care, senior care, etc.). If you need someone to care for your kids or an elderly relative, you enter your address into their website and Care.com will give you a list of vetted caregivers in your area. At the time of the acquisition, Breedlove had 10,000 customers and Care.com had seven million members. Breedlove argued that if just 1% of Care.com’s members used Breedlove’s payroll service, it would equate to 7X growth in Breedlove & Associates almost overnight. In 2012, Care.com acquired Breedlove & Associates for $54MM—an outstanding exit made possible by Breedlove’s focus on what drove her company’s value, not just their top-line revenue. Visit our Free Resources page to learn more tips that will help you better your business. ### 3 Surprising Reasons To Offer A Subscription 3 Surprising Reasons To Offer A Subscription You can now buy a subscription for everything from dog treats to razor blades. Music subscription services are booming as our appetite to buy tracks is replaced by our willingness to rent access to them. Starbucks now even offers coffee on subscription. Why are so many companies leveraging the subscription business model? The obvious reason is that recurring revenue boosts your company’s value, but there are some hidden benefits to augmenting your business with a subscription offering. Free Market Research Finding out what your customers want is expensive. By the time you pay attendees, rent a room with a one-way mirror and buy the little sandwiches with the crusts cut off, a focus group can cost you upwards of $6,000. A statistically significant piece of quantitative research, done by a reputable polling company, might approach six figures. With a subscription company, you get instant market research for free. Netflix knows which shows to produce based on the viewing behaviour of its subscribers. No need to ask viewers what they like, Netflix can see what they watch and rate. For you, a subscription offering can allow you to test new ideas and gives you a direct relationship with your customers so you can see what they like first hand. Cash Flow Subscription companies are often criticized for being hungry for cash. Many charge by the month and then have to wait months—sometimes years—to recover the costs of winning a subscriber. That assumes, however, that you’re charging for your subscription by the month. If you’re selling your subscription to businesses, you may get away with charging for a year’s worth of your subscription up front. That’s what the analyst firm Gartner does, and it means they get an entire year’s worth of cash from their subscriber on day one. Costco charges its annual membership up front, which means it has billions of dollars of subscription revenue to float its retail operations. Loyalty Customers can be promiscuous. You may have a perfectly satisfied customer but if they see an offer from one of your competitors, they might jump ship to save a few bucks. However, if you lock your customers into a subscription, they may be less tempted to try a competitor since they have already made an investment with you. One of the reasons Amazon Prime is so profitable is that Prime subscribers buy more and are stickier than non-Prime subscribers. Prime subscribers want to get their money’s worth, so they buy a wider swath of products from Amazon and are less tempted by competitive offers. The obvious reason to launch a subscription offering of your own is that the predictable recurring revenue will boost the value of your company. And while that’s certainly true, the hidden benefits may even be more important. Do you want more tips on how to build the premier accounting firm? - Listen to our weekly podcast. ### One Way To Decide When To Sell One Way To Decide When To Sell How do you know the right time to sell your company? One answer to this age-old question is that the time to sell is when someone else is willing to invest more in your business than you are. When you start a business, nobody is willing to invest in its success more than you. You’ve already worked a 40-hour week by Wednesday and, if you’re like most founders, you’ve invested a big chunk of your liquid assets to get your business going. You’re all in. In the early days, you are willing to risk your business on a new strategy because the business is pretty much worthless. As the Bob Dylan lyric goes, “When you ain't got nothing, you got nothing to lose.” As your business grows and becomes more valuable, you may find yourself becoming more conservative, unwilling to risk the equity you have created inside your business on your next big idea. You have reached a point where someone else may be willing to risk more time and money for your business than you are. Peach New Media David Will is the founder of Peach New Media, which he started back in 2000 as a reseller of web conferencing. In the early days, Will changed his business strategy frequently, trying to find an idea with legs. After a number of pivots, he landed on selling learning management software to associations. The business grew nicely and by 2015 Peach New Media had 40 employees and then received an attractive acquisition offer from a large private equity company. Will was conflicted. He loved his business and treasured the team he had built. At the same time, the acquirer was offering him a life-changing check. In the end, Will realized that he had become somewhat more conservative as his business had grown and the potential acquirer was willing to make a big bet on integrating Peach New Media into another one of its acquisitions. Will realized he had reached a point where his appetite for risk in his own business was lower than his potential acquirer’s. Will decided to sell. When To Sell The point where a buyer is willing to risk more than you are happens at a different stage for everyone. Let’s say you have a business worth $1 million today. Would you be willing to risk the entire thing on a new strategy for a shot at making it a $10 million company? Many entrepreneurs would take that bet. Now imagine you have a company worth $10 million and your business represents the bulk of your net worth. Most would argue $10 million is life-changing money. Would you be willing to risk your entire company for a chance to make it a $100 million company? The marginal utility of an extra $90 million is minimal—we all only need so many cars—but the risk is significant. Fewer owners would bet $10 million for a chance at $100 million. What if your business was worth $100 million? Would you risk it all for a long shot at becoming a billion-dollar company? It is hard to imagine any one person betting $100 million dollars on anything, but if you’re the CEO of a billion-dollar corporation with ambitious growth goals, $100 million is a bet you may be willing to make. When someone else is willing to invest more in your business than you are, it is probably time your company finds a new owner. Become an Accountrepreneur - Learn how you can build the premier accounting firm. ### The Surprising Secret To A Big Exit The Surprising Secret To A Big Exit We get to see a lot of company founders who are contemplating an exit. Some of our customers get lucky early in life, but in the vast majority of examples where a founder is getting a seven- or eight-figure offer, it is not their first rodeo. In fact, most owners have had multiple failures and modest successes before their first big exit. One of the most compelling reasons to consider selling your business is to give yourself a clean canvass for designing your next business. You can take all of the lessons you’ve learned building your current company and apply them to a new idea. What would you do with a clean slate? Michelle Romanow partnered with two friends from her engineering class and together they founded Evandale Caviar in their early 20s. The trio’s idea was to sell caviar to high-end restaurants around the world. The partners built a fishery and had just started to get the business off the ground by the summer of 2008 when the luxury restaurant industry started to wobble. By fall of that year, high-end restaurants around the world were suffering, and by the end of 2008, the industry was on its knees. Evandale Caviar failed. The partners licked their wounds and came together to start a new business, a deal-of-the-day website called Buytopia. They had learned from their Evandale experience and were building a good little business—call it a single, to use a baseball analogy—when the partners started to tinker with a third idea. From nothing to $25 million in 12 months Romanow saw big companies wasting millions of dollars printing paper coupons and reasoned that there must be a more efficient way to distribute them. They dreamt up a mobile app that would notify the shoppers in a grocery store of special offers and let them snap a picture of their grocery receipt and receive money back on the products being promoted. The SnapSaves business model was to charge the company advertising its offers through the app. Romanow and her partners poured more than $100,000 a month of Buytopia cash into SnapSaves, and within six months they had a product they could take to market. They launched SnapSaves in August 2013 and the company was a quick hit with consumers and advertisers. Within a year, the founders were entertaining venture capital investment offers with an implied valuation of around $25 million for their young company. That’s when Groupon called and said they wanted to buy SnapSaves outright. The partners haggled with Groupon and got them to double their offer in the process. Less than a year after launching SnapSaves, they agreed to be acquired by Groupon. Third time’s a charm. A casual observer of the SnapSaves story would likely chalk it up to luck: a couple of friends leave school, start a business and become an overnight success. That’s a convenient story, but it’s not true. SnapSaves would never have happened without the lessons the partners learned from Evandale. And therein lies the secret to many successful entrepreneurs: they got their first few businesses out of the way early in their working lives to make the time, room and capital for a true success. Listen to our weekly podcast to learn more about tools you can apply to your business that work. ### 3 Ways To Make Your Company More Valuable Than Your Industry Peers 3 Ways To Make Your Company More Valuable Than Your Industry Peers Have you ever wondered what determines the value of your business? Perhaps you’ve heard an industry rule of thumb and assumed that your company will be worth about the same as a similar size company in your industry. However, when we take a look at the data provided by The Value Builder System™, we’ve found there are eight factors that drive the value of your business, and they are all potentially more important than the industry you’re in. Not convinced? Let’s look at Jill Nelson, who recently sold a majority interest in her $11 million telephone answering service, Ruby Receptionists, for $38.8 million. That’s a lot of money for answering the phone on behalf of independent lawyers, contractors and plumbers across America. To give you a sense of how high that valuation is, let’s look at some comparison data. At Value Builder, we’ve worked with more than 30,000 businesses in the last five years. Our clients start by completing their Value Builder questionnaire, which covers 35 questions that allow us to place an estimate of value on a company. The average value for companies starting with us is 3.6 times pre-tax profit and those who graduate our program with a Value Builder Score of 80+ (out of a possible 100) are getting an average of 6.3 times pre-tax profit. When we isolate the administrative support industry that Ruby Receptionists operates in, the average multiple offered for these companies over the last five years is just 1.8 times pre-tax profit. Nelson, by contrast, sold the majority interest in Ruby Receptionists for more than 3 times revenue. There were three factors that made Nelson’s business much more valuable than her industry peers, and they are the same things you can focus on to drive up the value of your company: 1. Cultivate Your Point Of Differentiation Acquirers do not buy what they could easily build themselves. If your main competitive advantage is price, an acquirer will rightly conclude they can simply set up shop as a competitor and win most of your price sensitive customers away by offering a temporary discount. In the case of Ruby Receptionists, Nelson invested heavily in a technology that ensured that no matter when a client received a phone call, her technology would route that call to an available receptionist. Nelson’s competitors were mostly low-tech mom and pop businesses who often missed calls when there was a sudden surge of callers. Nelson’s technology could handle client surges because of the unique routing technology she had built that transferred calls efficiently across her network of receptionists. Nelson’s acquirer, a private equity company called Updata Partners, saw the potential of applying Nelson’s call-routing technology to other businesses they owned and were considering investing in. 2. Recurring Revenue Acquirers want to know how your business will perform after they buy it. Nothing gives them more confidence that your business will continue to thrive post sale than recurring revenue from subscriptions or service contracts. In Nelson’s case, Ruby Receptionists billed its customers through recurring contracts—perfect for making a buyer confident that her company has staying power. 3. Customer Diversification In addition to having customers pay on recurring contracts, the most valuable businesses have lots of little customers rather than one or two biggies. Most acquirers will balk if any one of your customers represents more than 15% of your revenue. At the time of the acquisition, Ruby Receptionists had 6,000 customers paying an average of just a few hundred dollars per month. Nelson could lose a client or two each month without skipping a beat, which is ideal for reassuring a hesitant buyer that your company’s revenue stream is bulletproof. Nelson built a valuable company in a relatively unexciting, low-tech industry, proving that how you run your business is more important than the industry you’re in. Do you want to learn more tools to make your company more valuable? - Visit our Free Resources page. ### The Downside of Being Upfront with Employees The Downside of Being Upfront with Employees One of the core principles of creating a more valuable business is ensuring it can run without you by getting managers to think like owners. The theory goes that empowered employees are best positioned to solve your company’s thorniest issues, as they are the ones closest to the problems. In theory, people feel more like they are part of a bigger cause and this has the potential to contribute positively to a company’s culture. American Data Company Potential is used because being too open with employees can also backfire. To illustrate, let’s look at the example of American Data Company, founded by Josh Holtzman in 2003. Holtzman had built his consulting business up to more than $3 million in revenue by 2011, when he came up with the goal of building it to be a $15- million business. Holtzman knew that a $15-million business would have the scale to provide his employees with more opportunities and a better exit multiple if he ever wanted to sell. Fifteen Cubed—The Goal of Getting to $15 Million To galvanize his team around the idea of getting to $15 million, Holtzman came up with a catchy concept he dubbed “Fifteen Cubed”. The idea was that his team would help him build American Data to $15 million in annual revenue by the year 2015 and, if successful, he would share 15% of the proceeds of the sale with his staff as part of a phantom stock option program. Holtzman announced the goal and bought Fifteen Cubed bracelets for each of his employees to wear as a reminder of their collective goal and how they stood to gain personally if they were able to achieve their common goal. Initially, the program was received positively, but a year after the announcement, American Data had failed to grow. Another year went by and still American Data was stuck at $3 million to $4 million in revenue. Suddenly, the prospect of hitting $15 million looked like a long shot. Ultimately, the only way Holtzman could hit the goal was to merge his company with a much larger one, which is what he did when he swapped his equity in American Data for a minority stake in Magnet 360, a consulting company about five times bigger. The merged companies exceeded $15 million in combined sales and Holtzman’s employees were able to participate in Magnet 360’s phantom stock option program, even though their portion of the proceeds was diluted when American Data merged with Magnet 360. It was a good outcome for all involved, but not quite the home run Holtzman had imagined when he first announced the $15 million revenue goal. Keeping Employees in the Know Being open with employees can be a great energy boost when things are going well. Employees see the charts and graphs all moving up and to the right and that can contribute to a positive vibe in the office. But just like using leverage when buying a house can boost results in a good market and magnify mistakes when things turn down, being open has the potential to backfire dramatically if you don’t reach your projected numbers. As an entrepreneur, you can handle a high degree of ambiguity and you probably have an abnormally high degree of optimism. Just remember the people who work for you have chosen not to be entrepreneurs and for some of them, there may be such a thing as too much information. Do you want to have the premier accounting firm? - Visit our Free Resources page to learn more tips. ### Why Startups Stall Why Startups Stall Have you ever wondered why startup companies stop growing? Sometimes they run out of potential customers to sell to or their product starts losing market share to a competitor, but there is often a more fundamental reason: the founder(s) lose the stomach for it. When you start a business, the assets you have outside of your business likely exceed those you have in it, because in the early days, your business is worthless. As your company grows, it starts to have value and becomes a more significant part of your wealth—especially if you’re pouring your profits back into funding your growth. For most business owners, their company is their largest asset. Eventually, your business may become such a large proportion of your wealth that you realize you are taking a giant risk every day that you decide to hold on to it just a little bit longer. 95% Of His Wealth In One Business In 2000, Etienne Borgeat and Olivier Letard co-founded PCO innovation, an IT consulting firm. The company took off and, by 2016, PCO had 600 full-time employees and offices around the world. As the business grew, Borgeat and Letard started to become uneasy about how much of their wealth was tied up in their business. By 2015, the shares Borgeat held in PCO represented 95% of his wealth. That’s about the point that aerospace giant Boeing came calling. Boeing wanted PCO to take on a very large project and Borgeat and Letard turned down the opportunity reasoning that the project was so large it could risk their entire company if it went wrong. In the early days, the partners would never have turned down a chance to work with Boeing, but the partners had changed. That’s when Borgeat and Letard realized the time had come to sell. They agreed to an acquisition offer from Accenture of over one times revenue. The success of your startup is probably driven by your willingness to put all your eggs in one basket. You’re all in. However, at some point, you may find yourself starting to play it safe, which is about the time your business may be better off in someone else’s hands. Learn more about how you can have your own successful accounting business - Become and Accountrepreneur. ### Why Now Is The Riskiest Time To Own Your Business Why Now Is The Riskiest Time To Own Your Business Most people think of starting a business as risky, but unless you invest a significant amount of start-up cash in your venture, you’re not really risking much other than your time. That changes if you’re lucky enough to get your business off the ground. As your company grows, you start to risk more and more of your wealth because the business you’ve built is actually worth something. The longer you hang on to it, the more you have to lose. This phenomenon makes owners become more risk averse as their business grows, potentially squeezing off growth to avoid risking what they’ve created. This can mean the owner goes from a company’s great asset to its biggest liability. Cigar City Brewing For an example of how growth can impact an owner’s appetite for risk, let’s look at the case of Joey Redner, the founder of Florida-based Cigar City Brewing. Redner’s craft beer operation started off in 2009 with the relatively modest goal of selling 5,000 barrels of beer per year. Cigar City proved popular with the locals and Redner was able to sell 1,000 barrels of beer in his first year of business. Cigar City Brewing continued to grow but was thirsty for cash, eventually forcing Redner to take on an SBA loan. Redner quickly surpassed his 5,000-barrel goal, and by 2015, had scaled all the way up to 55,000 barrels per year, at which point he ran out of capacity in his brewing facility. To get to the next level, Redner would have had to find another $20 million for a major expansion, but he was tired of the feeling of being “all in” at the poker table. He had built something successful and wanted to enjoy financial security rather than having to roll his winnings into even more debt that he would have to personally guarantee with the bank. Redner decided to sell even though his business was still growing and he had built a brand Floridians loved. And therein lies one of the hidden reasons owners decide to sell. They are tired of shouldering all of the risk. Most of us have a limited appetite for risk, and, as the Bob Dylan song goes, “When you ain’t got nothing, you got nothing to lose.” Start-ups aren’t risking much, but when you build something successful, every day that you decide to keep it is another day you have all (or most) of your chips on the table, and, no matter how strong your hand, eventually we all decide to cash in. Listen to our weekly podcast to learn more about how you can better your business. ### 5 Reasons Why Now Might Be The Right Time To Sell 5 Reasons Why Now Might Be The Right Time To Sell Are you trying to time the sale of your business so that you exit when both your business and the economy are peaking? While your objective to build your company’s value is admirable, here are five reasons why you may want to sell sooner than you might think: 1. You May Be Choking Your Business When you start your business, you have nothing to lose, so you risk it all on your idea. But as you grow, you naturally become more conservative, because your business actually becomes worth something. For many of us, our company is our largest asset, so the idea of losing it on a new growth idea becomes less attractive. We become more conservative and hinder our company’s growth. 2. Money Is Cheap We’re coming out of a period of ultra-low interest rates. Financial buyers will likely borrow money to buy your business so—at the risk of oversimplifying a lot of MBA math—the less it costs them to borrow, the more they will spend to buy your business. 3. Timing Your Sale Is A Fool’s Errand The costs of most financial assets are correlated, which is to say that the value of your private business, real estate and a Fortune 500 company’s stock all move in roughly the same direction. They all laid an egg in 2009 and now they are all booming. The problem is, you’ll have to do something with the money you make from the sale of your company, which means you will likely buy into a new asset class at the same frothy valuation as you are exiting out at. 4. Cybercrime If you have moved your customer data into the cloud, it is only a matter of time before you become the target of cybercrime. Randy Ambrosie, the former CEO of 3Macs, a Montreal-based investment company that manages $6 billion for wealthy Canadian families decided to sell in part because he feared a cyber attack. Ambrosie and his partners realized they had been under-investing in technology for years, at a time when cybercrime was becoming more prevalent in the financial services space. Ambrosie decided to sell his firm to Raymond James because he realized the cost for staying ahead of hackers was becoming too much to bear. 5. There Is No Corporate Ladder In most occupations, the ambitious must climb the ladder. Aspiring CEOs must methodically move up, stacking one job on the next until they are ready for the top post. They have to put in the time, play the right politics and succeed at each new assignment to be considered for the next rung. By choosing a career as an entrepreneur, you get to skip the ladder entirely. You can start a business, sell it, take a sabbatical and start another business and nobody will miss you on the ladder. Your second (or third) business is likely to be more successful than your first, so the sooner you sell your existing business, the sooner you get to take a break and then start working on your next. It can be tempting to want to time the sale of your business so that the economy and your company are peeking, but in reality, it may be better to sell sooner rather than later. How can you have the premier accounting firm in your area? - Become an Accountrepreneur. ### One Tweak That Can (Instantly) Add Millions To The Value Of Your Business One Tweak That Can (Instantly) Add Millions To The Value Of Your Business If you’re trying to figure out what your business might be worth, it’s helpful to consider what acquirers are paying for companies like yours these days. A little internet research will probably reveal that a business like yours trades for a multiple of your pre-tax profit, which is Seller's Discretionary Earnings (SDE) for a small business and Earnings Before Interest Taxes, Depreciation and Amortization (EBITDA) for a slightly larger business. Obsessing Over Your Multiple This multiple can transfix entrepreneurs. Many owners want to know their multiple and how they can jack it up. After all, if your business has $500,000 in profit, and it trades for four times profit, it’s worth $2 million; if the same business trades for eight times profit, it’s worth $4 million. Obviously, your multiple will have a profound impact on the haul you take from the sale of your business, but there is another number worthy of your consideration as well: the number your multiple is multiplying. How Profitability Is Open To Interpretation Most entrepreneurs think of profit as an objective measure, calculated by an accountant, but when it comes to the sale of your business, profit is far from objective. Your profit will go through a set of “adjustments” designed to estimate how profitable your business will be under a new owner. This process of adjusting—and how you defend these adjustments to an acquirer—is where you can dramatically spike your company’s value. Let’s take a simple example to illustrate. Imagine you run a company with $3 million in revenue and you pay yourself a salary of $200,000 a year. Further, let’s assume you could get a competent manager to run your business as a division of an acquirer for $100,000 per year. You could safely make the case to an acquirer that under their ownership, your business would generate an extra $100,000 in profit. If they are paying you five times profit for your business, that one adjustment has the potential to earn you an extra $500,000. You should be able to make a case for several adjustments that will boost your profit and, by extension, the value of your business. This is more art than science, and you need to be prepared to defend your case for each adjustment. It is important that you make a good case for how profitable your business will be in the hands of an acquirer. Some of the most common adjustments relate to rent (common if you own the building your company operates from and your company is paying higher-than-market rent), start–up costs, one-off lawsuits or insurance claims and one-time professional services fees. Your multiple is important, but the subjective art of adjusting your EBITDA is where a lot of extra money can be made when selling your business. To learn more about tips that will help your business grow their profit,, visit our Free Resources page. ### How To Avoid Disappointment When It's Time To Cash Out How To Avoid Disappointment When It's Time To Cash Out How do you avoid not being disappointed with the money you make from the sale of your company? Perhaps you’ve heard that companies like yours trade using an industry rule of thumb or that companies of your size sell within a specific range, and you want to get at least what your peers have received. While these metrics can be useful for tax planning or working out a messy divorce, they may not be the best ways to value your company. The Only Valuation Technique That Really Matters In reality, the only valuation technique that will ensure you are happy with your exit is for you to place your own value on your business. What’s it worth to you to keep it? What is all your sweat equity worth? Only when you’re clear on that will you ensure your satisfaction with the sale of your business. Take Hank Goddard as an example. He started a software company called Mainspring Healthcare Solutions back in 2007. They provided a way for hospitals to keep track of their equipment and evolved into a slick application that hospital workers used to order supplies. Goddard and his partner started the business by asking some friends and family to invest. The business grew, but there were challenges along the way: Goddard had to fire his entire management team in the early days, product issues needed to be solved and operational issues needed to be resolved. At times, it was a grind, so when it came time to sell in 2016, Goddard reasoned that he had invested more than half of his career in Mainspring and he wanted to get paid for his life’s work. He also wanted to ensure his original investors got a decent return on their money. He was approached by Accruent, a company in the same industry, who made Goddard and his partners an offer of one times revenue. Accruent had recently acquired one of Goddard’s competitors for a similar value, so presumably thought this was a fair offer. Goddard brushed it off as completely unworkable. Goddard had decided he wanted five times revenue for his business. Even for a growing software company, five times revenue was a stretch, but Goddard stuck to his guns. That’s what it was worth to him to sell. A year after they first approached Goddard, Accruent came back with an offer of two times revenue and, again, Goddard demurred. Mainspring had developed a new application that was quickly gaining traction and he knew how hard it was to sell to the hospitals he already counted as customers. He told Accruent his number was five times revenue in cash. Eventually Goddard got his number. Being clear on what your number is before going into a negotiation to sell your business can be helpful when emotions start to take over. Rather than rely on industry benchmarks, the best way to ensure you’re not disappointed with the sale of your business is to decide up front what it’s worth to you. Visit our Free Resources page to learn more about how you can better your business. ### 5 Lessons From Home Depot’s Acquisition of Blinds.com 5 Lessons From Home Depot’s Acquisition of Blinds.com Jay Steinfeld built Blinds.com into a $100 million e-tailer before selling out to Home Depot. Here are five things that made it a spectacular exit. Win The Make vs. Buy Battle Companies like Home Depot have a “make or buy” decision when they see a competitor winning market share. They can opt to buy the competitor or choose to simply re-create what they have built. An acquirer will likely opt to buy your company if you are so dominant in your niche that recreating what you have built would take too long and cost more than acquiring it from you. Blinds.com got acquired, in part, because they were a big fish in a small pond. At more than $100 million in revenue, they were the largest online retailer of blinds in America by a long shot. Even though Home Depot has close to $90 billion in sales, Blinds.com were outperforming them in their tiny niche and that made Blinds.com irresistible to Home Depot. Run It Like It’s Public At the time of the Home Depot acquisition, Blinds.com had 175 employees, yet Steinfeld had been running the company as if it were public for years. He had put together a top-drawer management team and taken the unusual step of assembling an outside board of directors. He had quarterly board meetings with formal presentation decks, and Steinfeld hired a Big Four firm to complete a full audit of his financials each year. Steinfeld credits this rigorous approach to running a relatively small company as a major reason Home Depot was interested in Blinds.com and able to close on the acquisition so quickly. Keep Most Of The Equity Steinfeld invested $3,000 of his own money into a basic online presence for his blinds store back in 1993 and grew Blinds.com to more than $100 million in sales without diluting himself by taking three or four rounds of institutional investment, as would be typical of an internet start-up. Steinfeld took a small investment from friends and family and used bank debt to help him buy distressed companies for pennies on the dollar. It wasn’t until 2012—almost 20 years after starting the business—that he accepted his first round of “professional” money from a private equity firm who wanted to invest more, but Steinfeld refused, only taking enough to buy out a few of his original investors and pay off some debt. Keep Investors Aligned One of the reasons Steinfeld accepted an investment from a private equity group was that he had become misaligned with two of his original investors. The investors saw the success of Blinds.com and wanted Steinfeld to start declaring regular dividends. Steinfeld, by contrast, was focused on building a growth company and needed the cash to fuel his 25% per year growth. After a while, his investor’s expectations got so far out of whack that Steinfeld opted to buy them out. Share The Love One of Steinfeld’s best memories is the day he told his employees Home Depot had acquired Blinds.com. Steinfeld had made sure every one of his 175 people had Blinds.com stock options and so stood to gain financially from the sale. Steinfeld went further and gave each employee $2,000 of his own money to start an investment account as a personal thank you for all they had done. Learn more tools to help you grow your accounting business - Visit our Free Resources page. ### How To Lure A Giant Like Facebook Into Buying Your Company How To Lure A Giant Like Facebook Into Buying Your Company A great business is bought, not sold, so, if you look too eager to sell your business, you’ll be negotiating on the back foot and look desperate—a recipe for a bad exit. But, what if you really want to sell? Maybe you’ve got a new idea for a business you want to start or your health is suffering. Then what? As with many things in life, the secret may be a simple tweak in your vocabulary. Instead of approaching an acquirer to see if they would be interested in buying your business, approach the same company with an offer to partner with them. Entering into a partnership discussion with a would-be acquirer is a great way for them to discover your strategic assets, because most partnership discussions start with a summary of each company’s strengths and future objectives. As you reveal your aspirations to one another, a savvy buyer will often realize there is more to be gained from simply buying your business than partnering with it. Facebook Buys Ozlo For example, look at how Charles Jolley played the sale of Ozlo, the company he created to make a better digital assistant. The market for digital assistants is booming. Apple has Siri, Amazon has Alexa and the Google Home device now has Google Assistant built right in. Jolley started Ozlo with the vision of building a better digital assistant. By 2016, he believed Ozlo had technology superior to that of Apple, Amazon or Google. Realizing his technology needed a big company to distribute it, he started to think about potential acquirers. He developed a long list, but instead of approaching them to buy Ozlo, he suggested they consider partnering with him to distribute Ozlo. He met with many of the brand-name technology companies in Silicon Valley, including Facebook, which wanted a better digital assistant embedded within its messaging platform. They had a meeting with Jolley under the guise of a potential partnership, but the conversation quickly moved from “partnering with” to “acquiring” Ozlo. Jolley then approached his other potential partners indicating his conversations with Facebook had moved in a different direction and that he would be entering acquisition talks with Facebook. Hearing Facebook wanted the technology for themselves, some of Jolley’s other potential “partners” also joined the bidding war to acquire Ozlo. After a competitive process, Facebook offered Jolley a deal he couldn’t refuse, and they closed on a deal in July 2017. Jolley got the deal he wanted in part because he was negotiating from the position of a strong potential partner, rather than a desperate owner just looking to sell. Do you want to have a successful business? - Become an Accountrepreneur. ### Successful Entrepreneurs Can Be The Doer And The Dealmaker Successful Entrepreneurs Can Be The Doer And The Dealmaker Where do you sit on the doer vs. dealmaker continuum? On one hand, you have business owners who are really good operators. They have a plan, know their numbers and work that plan. They look for small improvements every day and hesitate to entertain new strategies because they know what works. On the other end of the spectrum, you have the dealmakers. They quickly bore of the doing and are constantly on the prowl for the next big idea. They are always on the lookout for a business they can buy, a new concept they can negotiate the rights for or a partnership they can forge. Some of the most successful entrepreneurs can be equally good at being both doers and dealmakers, and most business owners have a little bit of both personalities, with a tendency to tilt in one direction or the other. However, problems occur when you lean too far in one direction. Let’s take for example, U.K.-based Jonathan Jay, a twenty-year veteran of the start-up world. Jay got his start publishing magazines, but quickly wanted out, and he sold his publishing company by the age of 27. He then started a coach-training business which competed with one other provider. His competitor ran into trouble and Jay decided to buy his business after less than a week of diligence. Jay then sold the combined entity for a seven-figure payday. Bored after a week or two of retirement, Jay started a digital marketing company. He found client acquisition a challenge, so he partnered with a marketing guru who had a pre-existing following of customers. Jay gave his new partner 50% of his company in exchange for access to the marketing guru’s list, but he skimped on writing the partnership agreement because he was resentful of the legal bills he was paying to defend an unrelated claim. Soon after merging, the partners fell out and Jay had to wrestle his shares back without the help of a formal partnership agreement. Unbowed by partnerships, he then found another distressed marketing agency to buy, which he did by assuming its debt and putting virtually nothing down. He put the business into bankruptcy after carving out the one piece that had value and merging it with his marketing company. Within a year of buying the business, he sold the combined entity for another seven-figure exit. Jay’s story is exhausting. It’s a high-wire act of high-stakes negotiation, success, mistakes and eventual triumph. You can’t help but wonder if he would have been even more successful—and a lot less stressed—if he had been a little more of a doer and little less of a dealmaker. Whether you are more dealmaker or doer, it’s worth asking yourself whether you’re tilting too far in one direction. How can you have the premier accounting firm? - Listen to our weekly podcast. ### Growing Fast? Here's What's Likely To Kill Your Company Growing Fast? Here's What's Likely To Kill Your Company If your goal is to grow your business fast, you need a positive cash flow cycle or the ability to raise money at a feverish pace. Anything less and you will quickly grow yourself out of business. A positive cash flow cycle simply means you get paid before you have to pay others. A negative cash flow cycle is the direct opposite: you have pay out before your money comes in. A lifestyle business with good margins can often get away with a negative cash flow cycle, but a growth-oriented business can’t, and it will quickly grow itself bankrupt. Growing Yourself Bankrupt To illustrate, take a look at the fatal decision made by Shelley Rogers, who decided to scale a business with a negative cash flow cycle. Rogers started Admincomm Warehousing to help companies recycle their old technology. Rogers purchased old phone systems and computer monitors for pennies on the dollar and sold them to recyclers who dismantled the technology down to its raw materials and sold off the base metals. In the beginning, Rogers had a positive cash flow cycle. Admincomm would secure the rights to a lot of old gear and invite a group of Chinese recyclers to fly to Calgary to bid on the equipment. If they liked what they saw, the recyclers would be asked to pay in full before they flew home. Then Rogers would organize a shipping container to send the materials to China and pay her suppliers 30 to 60 days later. In a world hungry for resources, the business model worked and Rogers built a nice lifestyle company with fat margins. That’s when she became aware of the environmental impact of the companies she was selling to as they poisoned the air in the developing world burning the plastic covers off computer gear to get at the base metals it contained. Rogers decided to scale up her operation and start recycling the equipment in her home country of Canada, where she could take advantage of a government program that would send her a check if she could prove she had recycled the equipment domestically. Her new model required an investment in an expensive recycling machine and the adoption of a new cash model. She now had to buy the gear, recycle the materials and then wait to get her money from the government. The faster she grew, the less cash she had. Eventually, the business failed. Rogers Rises From The Ashes With A Positive Cash Flow Model Rogers learned from the experience and built a new company in the same industry called TopFlight Assets Services. Instead of acquiring old technology, she sold much of it on consignment, allowing her to save cash. Rogers grew TopFlight into a successful enterprise, which she sold in 2013 for six times Earnings Before Interest Taxes Depreciation and Amortization (EBITDA) to CSI Leasing, one of the largest equipment leasing companies in the world. Rogers got a great multiple for her business in part because of her focus on cash flow. Many owners think cash flow means their profits on a Profit & Loss Statement. While profit is important, acquirers also care deeply about cash flow—the money your business makes (or needs) to run. The reason is simple: when an acquirer buys your business, they will likely need to finance it. If your business needs constant infusions of cash, an acquirer will have to commit more money to your business. Since investors are all about getting a return on their money, the more they have to invest in your business, the higher the return they expect, forcing them to reduce the original price they pay you. So, whether your goal is to scale or sell for a premium (or both), having a positive cash flow cycle is a prerequisite. Learn how you can create the successful accounting firm you want - Become an Accountrepreneur.      ### Universal CRM Get The Clients You Deserve Learn More Already have an account?Log in here. CRM Login ### Learning From Acquisitions That Fall Apart Learning From Acquisitions That Fall Apart John McCann sold The Bolt Supply House to Lawson Products (NASDAQ: LAWS) at the end of 2017. McCann’s strategy involved learning from the acquirers who knocked on his door. He invited would-be buyers into The Bolt Supply House and listened to what they had to say. He was not committed to selling, but instead wanted to know what they liked and what concerned them about his company. One giant European conglomerate, for example, approached McCann about selling, but after a thorough evaluation, they backed out of a deal, worried about McCann’s central distribution system. McCann thanked them for their time and set to work turning his distribution system into a masterpiece. Eventually, Lawson cited this as one of the many things that attracted them to The Bolt Supply House. When it finally came time to sell, McCann commanded a premium, arguing that he had built a world-class company he knew would be a strategic gem for a lot of businesses. He ended up getting five competing offers for The Bolt Supply House and eventually sold to Lawson. When a big sophisticated acquirer approaches you about selling, the temptation is to decline a meeting if you’re not ready to sell, but hearing what they have to say can be a great way to get some superb consulting, for free. The investment bankers and corporate development executives who lead acquisitions for big acquirers are often some of the smartest, most strategic executives in your industry and—provided you don’t get sucked into a prop deal—hearing how they view your business can be an inexpensive way to improve the value of your company. Listen to Universal Accounting's weekly podcast to learn more about how you can better your business. ### The Build vs. Buy Equation The Build vs. Buy Equation If you’re wondering what your business might be worth to an acquirer, there is a simple calculation you can use. Let’s call it “The Build vs. Buy Equation”. At some point, every acquirer does the math and calculates how much it would cost to re-create what you’ve built. If an acquirer figures they could buy your business for less than they would spend on both the hard and soft costs of re-deploying their employees to build a competitive product, then they will be inclined to acquire yours. If they think it would be less costly to create it themselves, they are likely to choose to compete instead. The key to ensuring that what you have is difficult to replicate is focusing on a single product or service and building on your competitive point of differentiation. When you create a product that is unique and pour all of your resources into continuing to differentiate it from the pack, you can dictate terms, because re-creating your business becomes harder the more you focus on one thing. The worst strategy is to offer a wide range of services and products only loosely differentiated from others on the market. Any acquirer will rightly assume they can set up shop to compete with you by simply undercutting your prices for a period of time and driving you out of business. C-Labs Focuses On Building An Irresistible Product Chris Muench started C-Labs in 2008 to go after the burgeoning opportunities presented by the Internet-of-Things (IOT). He began by writing custom software applications that allowed one machine to talk to another. In 2014, he got the industrial giant TRUMPF International to acquire 30% of C-Labs, which gave him the cash to transform his service offering into a single product. By the end of 2016, Muench’s product was showing early signs of gaining traction but C-Labs was running out of money. In the end, TRUMPF acquired C-Labs in a seven-figure deal that could stretch to eight figures if Muench is successful in hitting his future targets. Why would a large, sophisticated company like TRUMPF acquire an early-stage business like C-Labs? Because they knew that re-creating Muench’s technology would cost much more than simply writing a seven-figure check to buy it outright. In other words, TRUMPF used The Build vs. Buy Equation and realized that buying C-Labs was cheaper than trying to reproduce it. Selling too many undifferentiated products or services is a recipe for building a business that—if it is sellable at all—will trade at a discount to its industry peers. By contrast, the trick to getting a premium for your business is having a product or service that is irresistible to an acquirer, yet difficult for them to replicate. Want to learn more about the ins and outs of running your own accounting business - Listen to our weekly podcast. ### Which Is Better, a Financial Buyer or a Strategic Buyer? Which Is Better, a Financial Buyer or a Strategic Buyer? If you decide to sell your business to an outside acquirer, you’re going to have to decide between a financial and a strategic buyer—understanding the different motivations of these two buyers can be the key to getting a good price for your business. A financial buyer is acquiring your future profit stream, so they will evaluate your business based on how much profit it is likely to make and how reliable that profit stream is likely to be. The more profit you can convince them your company will produce, the more they will pay for your business.  But there is a limit to how much they will pay, because financial buyers are playing the buy-low, sell-high game. They do not have a strategic rationale for buying your business. They don’t have an army of sales reps to sell your product or a network of retailers where your product could be merchandised. They are simply trying to get a return on their investors’ money, so they tend to buy small and mid-sized businesses using a combination of this investment layered on top of a pile of debt, and they want to buy your business as cheaply as possible with the hope of flipping it five or ten years down the road. Because financial buyers are usually investors and not operators, they want you and your team to stick around, so they rarely buy all of a business. Instead, they buy a chunk and ask you to hold on to a tranche of equity to keep you committed. A strategic buyer is a different cat—usually a larger company in your industry, they are evaluating your business based on what it is worth in their hands. They will try and estimate how much of their product or service they can sell if they added you into the mix. Because of their size, this can often lead to buyers who are willing and able to pay much more for your business. Tom Franceski and his two partners had built DocStar up to 45 employees when they decided to shop the business to some Private Equity (PE) investors. The PE guys offered four to six times Earnings Before Interest Taxes Depreciation and Amortization (EBITDA), which Franceski deemed low for a fast-growing software company. Franceski was then approached by a strategic acquirer called Epicor, which is a global software business with a lot of customers who could use what DocStar had built. Epicor offered DocStar around two times revenue—a much fatter multiple than the PE firms were offering. Visit our Free Resources page to access more tools to help you better your business.      ### The Biggest Mistake Owners Make When Selling The Biggest Mistake Owners Make When Selling One of the biggest mistakes owners make in selling their company is being lured into a proprietary deal. The Definition Of A Proprietary Deal Acquirers land a proprietary deal (or “prop deal”) when they convince owners to sell their businesses without creating a competitive marketplace. Acquirers running a proprietary deal know they don’t have any competition and tend to make weaker offers with more punitive terms because they know nobody else is bidding. Many founders become the target of a proprietary deal without even knowing they have been duped. First, someone senior from the acquiring company approaches the founder, complimenting them on their business. The acquirer suggests lunch, and then high-level financials are exchanged. Soon, the owner starts going down a path that is difficult to come back from. As the parties in a proprietary deal get to know one another, founders often share information with the acquirer that puts them in a compromised negotiation position. The interactions are set up as friendly exchanges between two industry leaders, but many founders reveal key facts in these discussions that end up being used against them when negotiations turn serious. Business owners also become more emotionally committed to selling the more resources they invest in the process and the more time they spend thinking—perhaps dreaming—of what it would mean to sell their business. How To Avoid Getting Taken In By A Proprietary Deal Savvy sellers avoid the proprietary deal by creating a competitive process for their company. Take for example Dan Martell, the founder of Clarity.fm, among other companies. When Martell decided to sell Clarity, he knew the likely buyer was one of five New York-based companies. Instead of negotiating with one, he invited all five to an event he hosted in New York. The five CEOs—all of whom knew one another—saw a room full of their competitors and realized that if Clarity went on the market, they would have to out-bid the other buyers in that room. Hosting the event was Martell’s way of communicating to all the potential buyers that a proprietary deal was off the table and that if they wanted to buy Clarity, they would have to compete for it. It’s flattering to receive a call from an executive at a company you respect. Just know that if you accept their invitation of lunch, you run the risk of becoming the latest casualty of the proprietary deal. How can you avoid mistakes like taking a Proprietary Deal? - Visit our Free Resources page. ### Exiting Tips From One Of The Top 40 Under 40 Exiting Tips From One Of The Top 40 Under 40 Wind Mobile founder Anthony Lacavera has started 12 businesses, six of which he has exited. His exits have ranged in value from the $6 million he got for one of his recent start-ups to $1.3 billion when he sold Wind Mobile. He did it by following two key tips. 1. Understand what kind of company you are running Lacavera has owned hyper-growth unicorns and lifestyle businesses and urges entrepreneurs to be clear about their long-term prospects. Lacavera started a business supplying hotels with internet access and understood the company would be a good cash generator, but would never sell for a mint. He ran the business for almost two decades and used the cash it generated to fund various other ventures. Recently, he finally sold the business, which was generating $1.5 million in pre-tax profit, for $8 million—a relatively modest 5 times earnings, which was fine by Lacavera, because it had served its purpose of funding other companies along the way. 2. The role of CEO and owner are not the same Lacavera encourages entrepreneurs to separate the role of CEO and business owner. Even though they may be the same person, they have different functions and, at some point, your business may be better served by separating the two roles. Entrepreneurs who are comfortable handing the reins to a professional manager may do better in the long run than those who need to control everything. Lacavera had great success, which is visible in the fact that he has won just about every business award there is, including 2010 CEO of the Year, Top 40 Under 40, Deloitte Technology Fast 50, and Canada’s Fastest Growing Company. One of the top secrets to Lacavera’s success -- knowing when to bring in a CEO to replace himself in any of his ventures. Learn how you can apply these rules to your business - Become an Accountreprenuer. ### Creating Sticky Customers Creating Sticky Customers Repeat customers are the lifeblood of your business, but customers can be fickle. Here's how to make them sticky. In a traditional business, the customer buys your product or service once, and it is up to you to try to convince them to buy again in the future. However, in a subscription business, you have what is called an "automatic customer" who agrees to purchase from you in the future, as long as you keep providing your service or product. Repeat customers are the lifeblood of your business, but customers can be fickle. Here's how to make them sticky. In a traditional business, the customer buys your product or service once, and it is up to you to try to convince them to buy again in the future. However, in a subscription business, you have what is called an "automatic customer" who agrees to purchase from you in the future, as long as you keep providing your service or product. Feeding Rover Automatically One of the reasons subscribers are such attractive customers is that, once they subscribe, they become less price-sensitive. To illustrate, imagine you live in England and own a 100-pound Pyrenean Mountain Dog that eats two hearty bowls of dog food a day. Feeding the love of your life is an expensive proposition, so you're always on the lookout for a deal on dog food. Once every two weeks, you trudge down to the local pet supply store and cart a case of kibble home. In the meantime, if you see dog food on sale at your local grocery store, you'll buy it. If you get a coupon for a buy-one-get-one-free offer from another store, you'll take advantage of it. Eventually, you get tired of last-minute trips to the store, so you subscribe to Warwickshire, UK-based petshop.co.uk, which offers a "Bottomless Bowl'' subscription service. Now you know you're going to get a shipment of dog food every fortnight, and the part of your brain that scans the flyers for dog food starts to shut down, knowing that the convenience of having dog food shipped automatically far outweighs saving a few dollars on kibble. Integration Drives Stickiness Beyond the simple convenience of automatic service, subscribers become even more loyal when they start to integrate their subscriptions into their daily lives. Subscribers knowingly enter into an agreement in which the convenience of uninterrupted, automatic service is exchanged for their future loyalty. Rather than buying once without returning, subscribers stick around—hopefully for years, which is why subscribers drive up the value of your company so dramatically. Listen to our weekly podcast to learn how you can make sticky customers to keep long term. ### The Surprising Way Companies Like Netflix and Amazon Conduct Market Research The Surprising Way Companies Like Netflix and Amazon Conduct Market Research Companies like Netflix, UrthBox, and Amazon are leveraging the subscription business model to discover what their customers want next. In a traditional business, the customer buys your product or service once, and it is up to you to try to convince them to buy again in the future. You often have no idea if they liked what they bought and what would have made them buy more, so you're left having to guess or invest in costly market research. In a subscription business, you have "automatic customers" who agree to purchase from you into the future, as long as you keep providing your service or product. Long-term, direct relationship Unlike a transactional business model, subscribers are opting into a long-term, direct relationship with you. You know who your customers are and which of your products and services they use, so you have a much better understanding of their preferences than an industry competitor relying on a traditional business model. A subscription business gives you a direct relationship with your customers and an ability to track their preferences in real time. It's how Netflix knows which television series to produce next and how Amazon figures out what products their Prime subscribers are dreaming of buying next. But you don't have to be a sophisticated media giant or billion-dollar e-tailer to track customer preferences through the subscription model. Look at subscription-based ContractorSelling.com, run by Joe Crisara. In return for a fee of $89 per month, you can subscribe and get information, tips, and advice on how to run a successful contracting business. Plumbers and electricians subscribe to ContractorSelling.com for Crisara's insight, and as they start to read articles and contribute to the forums, Crisara can see what's on his subscribers' minds. That's important because Crisara also makes money from conferences. Seeing which articles are most popular and controversial among his members gives Crisara insight that helps when he's picking speakers and topics for his live events. UrthBox For $20 a month, UrthBox offers a monthly selection of hand-picked, natural, GMO-free goods to try. UrthBox asks subscribers what they think of the products in each box and rewards them when they respond or refer a friend. Each referral earns points that the subscriber can then use in the online store. UrthBox then offers the manufacturers of the samples a custom online portal where marketers can see how UrthBox subscribers rated each product. UrthBox uses the data to select merchandise for its online store and prominently displays the products customers like best. One of the hidden benefits of turning customers into subscribers is the ongoing, direct nature of a subscription relationship, which means you can watch and ask your customers for feedback, ensuring they stay subscribers and buy more over time. Learn how you can have the premier accounting firm - Become an Accountrepreneur. ### The One Number Owners Need to Stop Focusing On The One Number Owners Need to Stop Focusing On The value of your business comes down to a single equation: what multiple of your profit is an acquirer willing to pay for your company? profit × multiple = value Most owners believe the best way to improve the value of their company is to make more profit – so, they find ways to sell more and more. As experts in their industry, it’s natural that customers want to personally engage with them, which means spending more time on the phones, on the road and face-to-face to increase sales. With this model, a company can slightly grow, but the owner’s life becomes much more difficult: customers demand more time and service, employees begin to burn out, and soon it feels like there are not enough hours in the day. Revenue flat lines, health can suffer and relationships get strained – all from working too much. Does this feel familiar? If you’re spending too much time and effort on increasing your profit, you could find yourself diminishing the overall value of your business. The solution? Focus on driving your multiple (the other number in the equation above). Driving your multiple will ultimately help you grow your company value, improve your profit and redeem your freedom. What Drives Your Multiple? Differentiated Market Position Acquirers only buy what they could not easily create, so expect to be paid more if you have close to a monopoly on what you sell and/or are one of the few companies who have been licensed to provide the specific product or service in your market. Lots of Runway Most founders think market share is something to strive for, but in the eyes of an acquirer, it can decrease the value of your business because you’ve already taken up most of the opportunity. Recurring Revenue An acquirer is going to want to know how your business will do once you leave – recurring revenue assures them that there will still be a business once the founder hits eject. Financials The size and profitability of your company will matter to investors. So will the quality of your bookkeeping. The You Factor The most valuable businesses can thrive without their owners. The inverse is also true because the most valuable businesses are masters of independence. Visit our Free Resources page to learn more tools that can help you better your business. ### The Big Thing Holding Back Small Businesses The Big Thing Holding Back Small Businesses Small businesses stay small either by choice, or because they start chasing growth in the wrong places. When you strip away the layers, it all comes down to darts. Imagine a dart board with a bull’s eye and around it is a series of wider and wider circles. The bull’s eye is where the people just like you hang out. They are the people (or businesses) who feel the problem your company set out to solve. They are usually your first customers and raving fans. The further you go outside of your bull’s eye, the less these prospects feel your exact pain. Why do entrepreneurs go outside their bull’s eye? When you’re a self-funded start-up, you’re scrambling — just trying to bootstrap your way to a company. You don’t have a lot of money to invest in formal marketing, so you rely on word-of-mouth and referrals, which also means you’re often talking to people outside of your bull’s eye. These prospects may experience the problem you’re trying to solve, but they are slightly different (that’s why they’re not in the bull’s eye). They like your product or service but want a little tweak to it: a customization or a different version. You don’t see the harm in making a change and start to adjust your offering to accommodate the customers outside your bull’s eye. Your new (slightly-outside-the-bull’s-eye) customer tells her friends about how great you are, and how willing you are to listen to your customers, and she refers to a prospect even further outside your bull’s eye who again, asks you for another tweak. Making these changes to your original product or service to accommodate customers outside your bull’s eye seems innocent enough at the time, but eventually, it undermines your growth. Why? To grow a business beyond your efforts, you need to hire employees (or build technology) that can do the work. As humans, we are usually lousy at doing something for the first time, but can master most things with enough repetition. Think about teaching a toddler how to tie his shoes. The first few attempts are usually rough. It’s a new skill and their tiny hands have never had to make bunny ears before. You break it down for the child and show them how to master each step. It can take weeks, but eventually they get it. As adults, we don’t even think about tying our shoes — we’ve mastered the skill by repetition. The same is true of your employees. They need time to truly master the delivery or your product or service. Every time you make a tweak for a new customer outside your bull’s eye, it’s like changing the instructions on tying your shoelaces. It’s disorienting for everyone and leads to substandard products and services, which customers receive and are less than enthusiastic about. Having unhappy customers often leads the owner to step in and “fix” the problem. While some founders can indeed create the customized product or service for their new, outside-the-bull’s-eye customer, they are making their company reliant on them in the process. A business reliant on its founder will stall out at a handful of employees when the founder runs out of hours in the day. The secret to avoiding this plateau, and continuing to grow, is to be brutally disciplined in only serving customers in your bull’s eye for much longer than it feels natural. When you want to grow, the temptation is to take whatever revenue you can, but the kind of growth that comes from serving customers outside your bull’s eye can be a dead end. Listen to our weekly podcast to learn more about how you can have the premier accounting firm. ### Why Companies are Adopting Subscription Billing Models Why Companies are Adopting Subscription Billing Models Volvo recently announced they will make their cars available on a subscription model where consumers will pay one fixed fee per month for access to a car which includes insurance and maintenance. Everything from tooth brushes to flowers are now available with subscription billing. Could you offer some sort of recurring plan to your customers? Here are six reasons to consider offering your customers a subscription: 1. Predictability When you have subscribers, you can plan what your business needs in the future. For example, the average flower store in America throws out more than half of its inventory each month because it’s too rotten to sell. At H.Bloom, a subscription-based flower company that sells flowers to hotels and spas, say they throw out less than 2% of their flowers because they can perfectly predict how many flowers are needed to fulfill their orders. 2. Eliminate Seasonality Many businesses suffer through seasonal highs and lows. In fact, a whopping thirty percent of a typical flower store’s revenue comes on Mother’s Day and Valentine’s Day – ultimately leaving them to scramble and make a sale in November. By contrast, H.Bloom has a steady stream of subscribers that pay each month. At Mister Car Wash – where they offer a subscription for unlimited car washes – they receive revenue from customers in November and April even though very few people in the Northern east wash their cars in rainy months. 3. Improved Valuation Recurring revenue boosts the value of your business. Whereas most small companies trade on a multiple of profit, subscription-based businesses often trade on a similar multiple of revenue. 4. The Trojan Horse Effect Once you subscribe to a service, you become much more likely to buy other things from the same company. That’s one reason Amazon is so keen to get you to buy subscriptions to things like Prime or Subscribe & Save. Amazon knows that once you become a subscriber, you are much more likely to buy additional products. 5. The Sale That Keeps On Giving Unlike the transaction business model where you have to stimulate demand through advertising to get customers to buy, with a subscription based model, you sell one subscription and it keeps giving month after month. 6. Data & Market Research When you get a customer to subscribe, you can start to see their spending and consumption habits. This data is the ultimate in market research. It’s how Netflix knows which new shows to produce and which to kibosh. How can you learn the tools to better your business and achieve lasting success? - Visit our Free Resources page. ### 5 Ways To Package Your Service 5 Ways To Package Your Service If you’re a service provider, it can be difficult to separate the service from the provider. Your customers might demand you, which means you can’t scale your business beyond the number of hours you’re willing to work. In the absence of a point of differentiation, offering generic services leads consumers to evaluate the people doing the work. Referring to your service in a generic way e.g. “graphic design services”, or “lawn care services”, means you’re lumping yourself in with the other providers of the same service.  A quick scan of your LinkedIn profile will reveal that you are likely an expert in your industry which means prospective customers will often demand you, rather than your underlings.  The secret to overcoming this dilemma is to “productize” your service. This involves marketing your service as is if it were a thing. When people start buying the thing, rather than the people providing it, you can grow well beyond the hours in your day.   Proctor & Gamble is the granddaddy of product marketing, so grab a tube of Crest toothpaste and follow their process for productizing your service: 1. Name it Crest is the brand name and it is always written in the same font. Having a consistent name avoids the generic, commoditized category label of "toothpaste." Do you have a catchy name for your service? 2. Write instructions for use Crest gives customers instructions for best teeth cleaning results. If you want your service to feel more like a product, include instructions for getting the most out of your service. 3. Provide a caution The Crest bottle tells you that the product is “harmful if swallowed." Provide a caution label or a set of "terms and conditions" to explain things to avoid when using your service. 4. Barcode it The barcode includes pricing information. Publishing a price and being consistent will make your service seem more like a product. 5. Copyright it P&G includes a very small symbol on its bottle to make it clear the company is protecting its ideas. Do you Trademark the terms you use to describe your service? Productizing your service is the first step to separating your service from its provider and the key to getting your service company to run without you.  Learn how to package your accounting business to fit the needs of your clients - Become an Accountrepreneur.     ### 5 Reasons Why Your Business Is Too Dependent On You 5 Reasons Why Your Business Is Too Dependent On You If you were to draw a picture that visually represents your role in your business, what would it look like? Are you at the top of an organizational chart, or stuck in the middle of your business like a hub in a bicycle wheel? The Hub & Spoke model is a drive that shows how dependent your business is on you for survival. The Hub & Spoke model can only as strong as the hub. The moment the hub is overwhelmed, the entire system fails. Acquirers generally avoid these types of managed businesses because they understand the dangers of buying a company too dependent on the owner. Here’s a list of the 5 top warning signs that show your business could be too dependent on you. 1. You are the only signing authority Most business owners give themselves final authority… all the time. But what happens if you’re away for a couple of days and an important supplier needs to be paid? Consider giving an employee signing authority for an amount you’re comfortable with, and then change the mailing address on your bank statements so they are mailed to your home (not the office). That way, you can review everything coming out of your account and make sure the privilege isn’t being abused. 2. Your revenue is flat when compared to last year’s Flat revenue from one year to the next can be a sign you are a hub in a hub-and-spoke model. Like forcing water through a hose, you have only so much capacity. No matter how efficient you are, every business dependent on its owner reaches capacity at some point. Consider narrowing your product and service line by eliminating technically complex offers that require your personal involvement, and instead focus on selling fewer things to more people. 3. Your vacations… don’t feel like vacations If you spend your vacations dispatching orders from your mobile, it’s time to cut the tether. Start by taking one day off and seeing how your company does without you. Build systems for failure points. Work up to a point where you can take a few weeks off without affecting your business. 4. You know all of your customers by first name It’s good to have the pulse of your market, but knowing every single customer by first name can be a sign that you’re relying too heavily on your personal relationships being the glue that holds your business together. Consider replacing yourself as a rain maker by hiring a sales team, and as inefficient as it seems, have a trusted employee shadow you when you meet customers so over time your customers get used to dealing with someone else. 5. You get cc’d on more than five e-mails a day Employees, customers and suppliers constantly cc’ing you on e-mails can be a sign that they are looking for your tacit approval or that you have not made clear when you want to be involved in their work. Start by asking your employees to stop using the cc line in an e-mail; ask them to add you to the “to” line if you really must be made aware of something – and only if they need a specific action from you. Learn more about how you can better your business - Become an Accountrepreneur. ### Why You Should Exit While You’re Ahead – A Cautionary Tale Why You Should Exit While You’re Ahead – A Cautionary Tale The very best time to sell your business is when someone wants to buy it. While it can be tempting to continue to grow your business forever – particularly when things are going well -- that decision comes with a significant downside.  Take a look at the story of Rand Fishkin who started his entrepreneurial journey when he joined his mother’s marketing agency as a partner: When Fishkin realized how much his Mom’s customers were struggling to get Google to display their company in a search, he immersed himself in the emerging field of Search Engine Optimization (SEO). He began writing a blog called SEO Moz, which led to an SEO consulting and software company. By 2007, Moz was generating revenue of $850,000 a year when Fishkin decided to drop consulting to become solely a software business. The company began to grow 100% per year and by 2010, Moz was generating around $650,000 in revenue each month, attracting the attention of Brian Halligan, co-founder of marketing software giant HubSpot. HubSpot wanted to buy Moz and was offering $25 million of cash and HubSpot stock – an offer almost five times Moz’s $5.7 million of revenue in its last complete financial year. But Fishkin wasn’t satisfied. He believed a fast growth Software-as-a-Service (SaaS) company was worth four times future revenue and was confident Moz would hit $10 million by the end of that year. Fishkin counter offered, saying he would be willing to accept $40 million. HubSpot declined. New Plans Ahead Instead of selling Moz, Fishkin raised a round of venture capital and started to diversify away from SEO tools into a broader set of marketing offerings. The further Moz veered away from its core in SEO, the more money his business began to lose. By 2014, Moz was in full crisis mode, and Fishkin had begun suffering from a bout of depression. He decided to step down as CEO, describing his resignation as a “lot of sadness, a heap of regrets and a smattering of resentment.” Fishkin became a minority shareholder in a company he no longer controlled where the venture capitalists had preferred rights in a liquidity event. A Lesson Learned In the ensuing years since turning down Halligan’s offer, HubSpot went public on the New York Stock Exchange and had been worth nearly 20 times as much. Fishkin revealed that today, his liquid net worth is $800,000 – much of which he was about to spend on elder care for his grandparents. The Moz stock he holds may or may not have value after the venture capitalist get their preferred return. At the same time, Fishkin estimated HubSpot’s offer of $25 million in cash and HubSpot stock would now be worth more than $100 million (based on the increased value of HubSpot’s stock). Fishkin’s tale is a cautionary reminder why the best time to sell your company is when someone wants to buy it – a story that is shared in his book Lost and Founder: A Painfully Honest Field Guide to the Startup World. What if an offer was made for your business today? Would you be ready to sell? Would you regret if you said no? Learn about the tools and skills you need to make your accounting business successful - Visit our Free Resources page.    ### How to increase the value of your business by 71% How to increase the value of your business by 71% How much did your home increase in value last year?  Depending on where you live, it may have gone up by 5 - 10% or more. How much did your stock portfolio increase over the last 12 months? By way of a benchmark, The Dow Jones Industrial Average has increased by around 13% in the last year. Did your portfolio do as well? Now consider what portion of your wealth is tied to the stock or housing market, and compare that to the equity you have tied up in your business. If you’re like most owners, the majority of your wealth is tied up in your company. Increasing the value of your largest asset can have a much faster impact on your overall financial picture than a bump in the stock market or the value of your home. Let us introduce you to a statistically proven way to increase the value of your company by as much as 71%.  Through an analysis of 6,955 businesses, we’ve discovered that companies that achieve a Value Builder Score of 80+ out of a possible 100 receive offers to buy their business that are 71% higher than what the average company receives. How long would it take your stock portfolio or home to go up by 71%? Years – maybe even decades. Get your Value Builder Score now and you will be able to track your overall score along with your performance on the eight key drivers of company value. Like a pilot working his instrument panel, you can quickly zero in on which of the eight drivers is dragging down your value the most and then take corrective action. Your overall Value Builder Score is derived from your performance on the eight attributes that drive the value of your company: Financial Performance: your history of producing revenue and profit combined with the professionalism of your record keeping. Growth Potential: your likelihood to grow your business in the future and at what rate. The Switzerland Structure: how dependent your business is on any one employee, customer or supplier. The Valuation Teeter Totter: whether your business is a cash suck or a cash spigot. The Hierarchy of Recurring Revenue: the proportion and quality of automatic, annuity-based revenue you collect each month. The Monopoly Control: how well differentiated your business is from competitors in your industry. Customer Satisfaction: the likelihood that your customers will re-purchase and also refer you. Hub & Spoke: how your business would perform if you were unexpectedly unable to work for a period of three months. Listen to our weekly Podcast, which will help you to build the premier accounting firm you want. ### Run Your Private Company Like It’s Public Run Your Private Company Like It’s Public Small businesses often operate as if their sole purpose is to fund the owner’s lifestyle, but the most valuable companies are run with financial rigor. You may be years from wanting to sell, but starting to formalize your operations now will help you predict the future of your business. Then, when it does come time to sell, you’ll fetch more for what you’ve built because acquirers pay the most for companies when they are less risky. There’s nothing that gives a buyer more confidence than clean books and proper record keeping. Jay Steinfeld is a great example of how to run a business like a public company. Steinfeld studied Accounting at the University of Texas and joined KPMG after college. His wife owned a small retail store selling blinds and window treatments. The store was successful, but by 1994, Steinfeld had noticed a little Seattle-based outfit that was trying to hawk books online.  This company with the peculiar name “Amazon.com” started to succeed in selling books online and Steinfeld wondered if he could get consumers to buy blinds online. Soon after, Blinds.com was born. Unlike many of the first-generation online companies that were run with little financial controls, Steinfeld grew Blinds.com like an accountant. He was determined to run his business with the same rigor as a publicly listed company. He built an experienced management team and took the unusual step of assembling an outside board of directors even though Blinds.com was private and Steinfeld owned all of the stock. The board met quarterly and each of Steinfeld’s senior managers were asked to prepare and deliver formal presentations to his board. Steinfeld hired a big four firm to complete a full audit of his financials each year even though all he needed to satisfy Uncle Sam was a simple tax return. By 2014, Blinds.com had grown to 175 employees and, at more than $100 million in revenue, was the largest online retailer of blinds in America. Even though Home Depot had close to $90 billion in sales at the time, Blinds.com was outperforming them in its tiny niche, which – coupled with their fastidious bookkeeping -- made Blinds.com absolutely irresistible to Home Depot. On January 23, 2014, Home Depot announced its acquisition of Blinds.com. Running your business like it’s public will make it more predictable as you grow and ultimately a whole lot more attractive when it comes time to sell. Visit our Free Resources page to learn more tools that will help you to better run your business. ### The Hidden Downside Of This Common Management Idea The Hidden Downside Of This Common Management Idea Cross selling new products and services to your existing customers may be a great marketing strategy, but if your goal is to increase the value of your business, the added revenue may do nothing for your company’s value – and may even lower it. In order to be acquired for a premium, consider committing to a product, service, or a bundle that does one thing well. Your aim should be to make that offering so irresistible, that an acquirer will stop at nothing to get their hands on it. This focus will help you build a team around your product or service and ultimately make your company a whole lot more attractive when it comes time to sell. However, most companies do the opposite. They take their initial success and water it down by cross-selling additional products, leveraging their relationship with their customers to sell them merely good offerings on the back of their great product or service. The problem with wandering too far a field is that while add on products may increase your revenue, they decrease your attractiveness to a strategic acquirer. Like being asked to buy a cable package of hundreds of channels when all you want is a few, acquirers don’t like buying things they will not use and therefore often walk away from a deal where a great product has been watered down with dozens of less attractive products or service lines. How Stelligent Lost Its Focus (and found it again) For example, take a look at Stelligent, a company in the business of helping help large enterprises automate their software delivery process. There was a time when big companies used to install their software deep, deep into operations – but the emergence of ‘The Cloud’ changed that. Employees across the globe now get access to the software they use anywhere they have access to a web browser. Just as you might rent an apartment in a building, software developers pick one of the big cloud service providers like Microsoft Azure, Google Cloud, or Amazon Web Services (AWS) to rent compute, storage, database, and networking resources to run their software systems. Since Azure, Google, and AWS all take a different approach to hosting, an entire industry has been created to help developers configure their software for the cloud service provider they pick. Paul Duvall, co-founder of Stelligent, is one of the pioneers of this industry called DevOps – which is a set of organizational, culture, process, and tooling practices that accelerate effective feedback between end users to improve the value of the software that's being delivered . Duvall started Stelligent in 2007 with his then silent partner Rob Daly. The goal was to help developers accelerate how quickly they could bring their software to market. Stelligent was a typical consulting company, selling the time of the engineers Duvall hired on contract as his business required them. By 2012, Stelligent had a half dozen contract workers and a few employees hovered around one million in annual revenue, as project demand ebbed and flowed. Duvall felt he was running on a treadmill. Each new project Duvall won required him to build a whole new team. Around this time, Rob Daly – who had enjoyed success starting and growing other companies - encouraged Duvall to read the book Built To Sell, where Duvall especially found tips around specialization to be most valuable. With a focus on shifting toward even more specialization, Duvall decided to go all in on AWS. About a year later, in 2014, Daly then joined the team as its 5th employee and would transition to CEO throughout the course of the year becoming very influential in building a team of specialists focused on helping enterprise customers. As time went by, Stelligent began earning a name for itself as the AWS specialists. As Amazon’s cloud provider service grew in popularity, so did demand for Stelligent’s services. Over the next three years, Stelligent blossomed into a multi-million-dollar business with 30 full-time employees. By early 2017, Denver-based HOSTING Inc. saw how quickly AWS was growing and concluded that by acquiring Stelligent, they could leapfrog their competition and become a market leader in AWS almost overnight. Later that year, HOSTING acquired Stelligent for about double what a typical consulting company would hope to command for a similar-sized business (when comparing multiples around high-growth companies in the technology sector).   The story of Stelligent is a reminder why you should focus your limited resources on becoming so good in your niche that an acquirer reasons it would take too long – or cost too much – to compete.   Most small businesses with limited cash, can only afford to get that good at solving one problem for their customers. That kind of focus is the opposite of what most sales and marketing pundits preach but it may be the one thing that will make your company irresistible to an acquirer. Learn how you can become an Accountrepreneur. ### Being Stingy With Your Equity Being Stingy With Your Equity It can be tempting to offer shares in your company to finance its growth. These days, there are plenty of investors chasing promising new companies and, in today’s tight labor market, employees are getting more brazen in their demands for equity-based compensation. However, using equity as a form of currency dilutes your position and may not be necessary with a pinch of creativity. How David Hauser Bootstrapped His Way To a 9-Figure Exit David Hauser has been an entrepreneur for most of his life. He had a number of small money-making ventures in high school and studied entrepreneurship at Babson College. He started a web design business after graduation, followed by an internet advertising company. Through his early experiences in entrepreneurship, Hauser discovered that one of the most frustrating parts of starting and growing a small business was acquiring a phone system. Back in the late 1990’s, big companies used a PBX system to route calls throughout a switchboard, but a PBX system was prohibitively expensive for most small companies to acquire and maintain. Hauser and his friend Siamak Taghaddos imagined a “virtual PBX” which allowed small business owners to leverage the internet to create a phone system without having to buy any of the hardware.  They built a crude version of the technology, named their new company GotVMail (later rebranded as Grasshopper), and launched in 2003. By 2004, they had acquired their first few customers and could see that in order to scale they would need to buy servers and a lot of advertising to drive demand. The venture capital markets were starting to thaw after the dot com bust of 2001 but Hauser chose not to raise venture capital. Instead, they clung to their equity and bootstrapped their little business. Instead of ordering servers from Dell, Hauser found a local computer company and sold it on his vision for the future. Hauser asked the owner to make a server for him below cost arguing that if Grasshopper achieved its vision, Hauser would soon buy many more. When Howard Stern moved his show to satellite radio, Grasshopper offered to support Stern’s new medium in return for major concessions on the price of a commercial. Grasshopper also offered discounts if customers paid for a year’s worth of service up front, effectively turning its customers into financiers of the business. Despite its growth from start-up to $30 million in revenue in just 12 years, Hauser was able to retain the majority of the equity in his business, which he sold to Citrix in 2015 for $165 million in cash and $8.6 million in Citrix stock. As the story of David Hauser illustrates, owners who focus on value building will guard their equity like a greedy child hoarding a bag of Halloween candy. Rather than selling their friends and family cheap shares or giving every new employee options, they use other forms of financing to start and grow their business. Rather than thinking of your shares as a currency to distribute lavishly, consider your stock as the essential ingredient to building value. Learn how to Build the Premier Accounting Firm - Listen to our weekly Podcast. ### Starting Vs. Growing a Business Starting Vs. Growing a Business Most company founders are good at the first stages of entrepreneurship. But in the phases that follow, they may only be average. Just because you have a knack for starting companies, doesn’t necessarily mean that those skills translate well into growing one. There are celebrated cases of founders who have successfully started and grown a business – Elon Musk and Bill Gates come to mind. There are, however, many more examples of entrepreneurs who perform well initially and then hold back their company as it ages. But, as a business owner, you can avoid this. How One Founder Unlocked the True Value of His Company Damian James grew up in Melbourne and learned a lot about the aging population in Australia. Realizing that healthcare could be a lucrative field, he discovered a sector ripe for disruption, podiatry. This is a branch of medicine devoted to the diagnosis, medical and surgical treatment of foot and ankle disorders. At the time, most podiatrists in Melbourne worked from a retail location where the doctor owned and operated a private practice. The podiatrist would rent space, hire some staff, and charge patients per visit. At night, some enterprising doctors would also visit old age homes to offer care. Reasoning that many old people nodded off shortly after dinner, James saw an opportunity for a podiatrist to visit old age homes during the day when it was more convenient for patients. The Million Dollar Idea James, who had earned a bachelor’s degree in Podiatry in 1996, started Aged Foot Care. He approached old age homes with a compelling offer of removing the traditional overhead of an office. Aged Foot Care went through a variety of growing pains over the years, including an expensive rebranding to the name Dimple. By 2015, Dimple was generating roughly $200,000 of profit on $2.5M in revenue. Time to Grow Despite his success, James was frustrated. The company’s growth had stalled. His management team seemed perpetually incapable of hitting its targets. Quarter after quarter, he would set goals with his team, but they would fall short. James decided it was time to bring in outside help, so he hired a Chief Operating Officer. To recruit the new COO, James knew he would need to give up some equity, so he commissioned a valuation for Dimple which came in at $2.5 million. He offered a salary, plus 5% of the company. James also offered another 3% of the business (up to a maximum of 20%) for every $1 million the COO would grow Dimple’s revenue past $5 million. The new role was a success. James quickly promoted him to Chief Executive Officer and stepped back from the day-to-day operations. He decided to let the company thrive under the new CEO’s leadership. Down to just one day a week, James limited his involvement to providing a vision and protecting the company’s core values. The CEO, on the other hand, ran the day-to-day business – pursuing James’ core strategy of contracting with aged care facilities. The company hit $11 million in revenue by 2017. The Big Bonus Zenitas had a similar strategy of bringing healthcare to patients in homes or care centers rather than having them languish in hospital beds. The company was keen to add podiatry to its stable of services. The decision makers realized that acquiring Dimple would allow it to become an overnight market leader. In July 2017, Zenitas announced they had acquired Dimple for $13.4 million. Under different leadership, the company had grown in value over 500% in less than three years. Starting and growing a company require different skills which are rarely found in the same individual. This begs the question, ‘is it time to find someone else to run your business?’ Visit our Free Resources page to learn more about tools you can use to better your business. ### Ownership Has Its Privileges Ownership Has Its Privileges Walk down Nashville’s Lower Broadway any night of the week, and you can hear aspiring artists belting out cover tunes from Elton John to Garth Brooks. In many cases, these musicians come to Nashville to be discovered but pay their rent using the tips they get by playing other people’s songs. Most are lucky to eke out a modest living while the stars they impersonate run thriving empires. Forbes estimates [1] that Luke Bryan, country music’s highest-paid star last year, earned 52 million dollars on the back of his stadium tour and duties as an American Idol judge and Chevy spokesperson. What’s going on here? Is Bryan that much more talented than the dozens of artists playing his songs in Nashville every night? Probably not. The difference comes down to who controls the product. In Bryan’s case, he owns the music and the personal brand he has created to perform it. The cover artist is just reselling his stuff. The Value Of Your Brand The music business can be a helpful analogy in explaining why creating a unique brand is such a big contributor to the value of your company. Acquirers want what they could not easily copy. If you’re reselling other people’s products and services, an acquirer will likely argue that there are probably dozens of competitors driving down your margin next to nothing. Further, they may even conclude that they too could earn a license to resell whatever you’re distributing and will, therefore, place little value in the company you’ve built. However, if you have something exclusive – a unique product or brand that makes people believe what you do is different – an acquirer will pay more, arguing it is difficult to reproduce what you have created. If you find yourself reselling other people’s products or services, you can still drive up the value of your business by creating a brand around the way you do it. You could argue that Peloton is just selling a stationary bike. Still, it is the unique company they have created around the bike –including the community of riders that subscribe – that has recently driven Peloton’s value north of $7 billion (almost eight times trailing twelve months revenue at the time of their recent Initial Public Offering). To drive up the value of your company, own the stuff you sell. If that’s not possible, create a unique brand that makes consumers feel as if you do. [1]  http://www.nashcountrydaily.com/2018/08/14/forbes-list-of-the-highest-paid-country-stars-of-2018-includes-luke-bryan-garth-brooks-kenny-chesney-more/ Listen to our weekly Podcast to learn more about how you can Build the Premier Accounting Firm. ### Why You Should Fire Yourself Why You Should Fire Yourself If you find yourself in a position where your customers always insist on speaking with you directly instead of your employees, then you might want to consider shifting your structure so you can improve the value of your business. Here's why: a business that can thrive without the owner at the center of all its operations is more valuable because processes can run smoothly with or without you. If you're too stuck in the weeds, you'll have a difficult time improving or evolving – and your employees won't have the opportunity to grow and become advocates for your brand.  To maximize the value of your business, you should set a goal to quietly slip into the background and let your staff take center stage. Here are five ways to make customers less inclined to call you: 1. Re-rank If you display the bio of key staff members on your website, re-order the list so that it is alphabetical rather than hierarchical.  2. Re-brand If your surname is in your company name, consider a re-brand. There's nothing that makes a customer want to deal with the owner more than having the owner's surname featured in the company name. 3. Hire a President Giving someone the title of president conveys the message that they have real authority to solve customer problems. 4. Use an email auto-responder Tim Ferriss, the author of The 4 Hour Work Week among other books, made the email auto-responder famous, and it can serve you well. Set up an automatic response to anyone sending you an email explaining that you are travelling or attending to a strategic project and unable to answer their questions immediately. Instead, train customers to direct questions to the person best suited to answer them quickly. A word of caution using this strategy: if you continue to answer customer emails after setting up an auto-responder, it's going to become transparent that you're just trying to hide behind your autoresponder, which could diminish your credibility. If you set one up, you need to be ready to let others step in. 5. Play hookey If you have the kind of business that customers visit in person, set up a home office so you can spend more time away from your location. For a hard-charging A-type entrepreneur, the steps above can be complicated and feel counterintuitive. They may even have a short-term negative impact on your company's sales, but once you get your customers trained to go to your team, you'll be able to scale up further and ultimately maximize the value of your business. Learn more about how you can become an Accountrepreneur.    ### The Start-Up Paradox The Start-Up Paradox As we enter a new decade, it’s fun to look back on the companies that have stood the test of time. Despite a few well-financed chicken-focused start-ups, mounting pressure to reduce our dependence on meat, and our growing addiction to fancy coffee, McDonald’s has managed to thrive. This year McDonald’s is celebrating its 80th anniversary with a market capitalization of around $150 billion—up roughly 10% over last year.  McDonald’s started when Maurice and Richard (Mac and Dick) were invited by their father, Patrick McDonald, to help flip burgers at his diner, the Airdrome, which the brothers rebranded in 1940 as their namesake.  The two spent almost ten years tinkering with their business before they introduced the “Speedee Service System”—techniques that were pulled from the factory assembly line to serve customers quickly. The McDonald clan ran their single-location hamburger stand for almost 20 years before Ray Kroc came along, asking to franchise the concept. Mac and Dick had the skills to create a successful one-location business, but it was Kroc who took their modest restaurant and made it world famous.  What Got You Here Won’t Get You There This discipline of getting an instant return on cash invested three skills are essential to survival as a start-up that you must eventually “unlearn” to grow a business. While these talents are prerequisites for getting a business off the ground, they become a liability as time goes on. Flexibility In the early days, when cash is scarce, you need to be flexible. Instead of hiring full-time employees, you may need to subcontract work to a partner. This arrangement works well as you pay subcontractors only when you have work, and they pay their expenses. You also stay flexible when dealing with customers. If you’re just starting up, you’re likely not in a position to dictate to your prospects, so you listen carefully and adjust as necessary to suit their needs.  Instead of setting up a physical location, you may create a makeshift office by patching together a home office or working out of a coffee shop.  All of this bootstrapping allows you to get your business off the ground on a shoestring budget. The problem is that being too flexible can start to become a liability. Your contract employees may have other clients and can’t be at your beck and call when you need them. Your customers may start to ask for so much customization that the only person in your company with the technical skills to fulfill their special requests is you. And, eventually, a customer will want to see where you work and may think less of you if your office is your car.Flexibility, a prerequisite in the beginning, actually becomes a liability as you grow.  Thrift If you’re self-financing your business, you have no choice but to make it profitable from day one. If it doesn’t make you money today, you don’t do it. allows us to get a business off the ground. Still, the problem with fixating on immediate profit is that it can undermine your ability to grow.For example, redesigning your website won’t make you more profitable this month, but it could be a necessary investment to attract larger contracts from more significant customers in the future. It’s true that you should never overlook profitability entirely, but it is a good idea to place an equal emphasis on top- and bottom-line results—even if the investment doesn’t pay off right away.  Self-reliance With no money or people to delegate to, a new business owner gets things done on her own. Many of us grow to like the control of doing things our way and fear things might get messed up if we give them to someone else.Since we can do every job in our company, we often just keep doing some things long after we should. But once you start generating more profit, a few extra bodies are necessary to ensure you’re managing your calendar appropriately and not wasting time.  If you’re not self-reliant in the early days, you won’t even get a business off the ground. But at some point, your inclination to roll up your sleeves and do it yourself can be what stops you from growing. Overall, flexibility, thrift, and self-reliance are the essential ingredients of any start-up, and for your company to become a world-beater, you somehow have to unlearn those tendencies for a new set of skills.  Visit our Free Resources page to learn more about the tools you need to help your business grow.    ### How To Inoculate Your Business From The Dangers Ahead How To Inoculate Your Business From The Dangers Ahead A new decade always comes with a slew of predictions that can be scary. Will a new superbug take hold? Will the stock market crash? Will the economy tank? These are all excellent questions, but without a crystal ball, you can feel helpless. However, there are three practical steps you can take to inoculate yourself from whatever the coming years will bring: Inoculation Strategy #1: Stop Trying To Time The Market Many founders try to time the sale of their business to coincide with the peak of an economic cycle, reasoning they will get the best price for their business when the economy is booming.  While this is true in theory, when you sell your company, you need to do something with the money. Perhaps you’ll consider investing in real estate or buying stocks. Still, most investments are impacted by the same macro-economic environment your business enjoys, which means you’ll be buying into just as frothy a market.  The alternative to timing the market is to consider selling when your business meets two criteria: First, if your company is on a winning streak, it will command a premium compared with average performers in your industry. Pick a time to sell when your revenue is growing, gross margin improving, employees are happy, and customers satisfied. Second never sell before you have all of the information you’ll need to survive due diligence. After you agree to terms with an acquirer, they’ll need some time to verify your business is as advertised. A sophisticated buyer will look into every aspect of your operations, including your financials, customer contracts, employee agreements, the way you produce your product or service your sales and marketing approach and just about every other facet of your business.  You can’t wait until due diligence to prepare this package of information. The volume of questions will suck up too much of your time. React slowly to an acquirer’s request for information and “deal fatigue” will set in. This malaise happens when an acquirer loses interest in closing an acquisition because it is taking too long.  The way to immunize yourself against whatever the economy may be in the years ahead is to sell when you’re on a winning streak, and you have the data assembled to skate through due diligence with ease.  Inoculation Strategy #2: Pick Your Lane The global economy has been expanding for several years, fueled by low-interest rates and optimistic consumers, which can be a dangerous time for founders. When the economy is hot, it's tempting to expand outside of your original product and service category as customers seem to be willing to buy just about anything from you. The problem with diversifying too broadly is that you can become less attractive to an acquirer over time. Acquirers buy what they could not quickly build on their own.  When you diversify too broadly, a buyer may pass reasoning that it would be relatively easy to compete with your similar products or services.  They know you'll want to get paid for all of your business, yet they may only want a small part of it.  Remember that acquirers only buy what they could not quickly build themselves, so they place a premium on buying a business with a definite competitive advantage — for example, a proven brand that consumers prefer or a protected technology innovation.  No matter what the economy has in store for the years ahead, do one thing better than anyone else, and you’ll always have a ready pool of potential acquirers for your business.  Inoculation strategy #3: Create A Vision Board A vision board is a display of images that illustrate where you want to be in the future. Create one by grabbing a stack of magazines and cut out pictures that appeal to you and communicate the life you want to lead. A vision board is a compelling way to immunize yourself from the inertia that sets in once the startup years of your company are behind you. When you’re no longer struggling to find the next customer or wondering how you’ll make payroll, running a business may become less exciting. When you no longer need to draw on your creativity and problem-solving skills, one day may flow into the next, and you can become content, but perhaps not truly happy.  Think about a time when you were happiest. You were probably doing something new, perhaps in a new place with new people, learning, contributing and growing. Most owners are happiest when they are starting and growing a business, but when a company matures, it can become stifling. The problem is, it can be challenging to leave a successful business. Your lifestyle needs are satisfied through your company, so why go? That’s where a vision board can be handy. It allows you to decipher the difference between being happy and merely content.  When you find yourself feeling comfortable but not necessarily happy, that might be the perfect time to sell – regardless of what’s happening in the economy at the time. Learn how to make your business the Premier Accounting Firm - Listen to our weekly podcast.    ### The Simplest Form Of Recurring Revenue Virtually Every Business Can Adopt The Simplest Form Of Recurring Revenue Virtually Every Business Can Adopt Recurring revenue makes your company more predictable, extends the lifetime value of a customer and ultimately makes your business more valuable. If you’re unsure how to create these automatic sales, a simple service contract can be the place to start. A service contract is an agreement to provide an ongoing level of service in return for a regular payment. It can be a way to transform an ordinary service company into a predictable subscription business. For example, Walter Bergeron started a small company servicing circuit boards for large food processing plants. It was a classic service business where Bergeron offered his time to fix customer’s circuit boards when they broke. The business model worked fine, but cashflow was lumpy. Bergeron had reached a point where he could no longer sell any more of his time, and his growth stalled. Knowing something had to change, Bergeron made a 90-degree turn. The Switch He began offering a membership model where, instead of contracting him when a circuit board broke, he asked his customers to subscribe to a plan enabling them to have their circuit boards serviced at any time in return for a fixed monthly fee. Bergeron’s customers paid monthly for access to his technicians when they had a problem. The switch to a subscription billing model transformed the business, and Bergeron quickly grew the company to $7 million in annual sales, at which point he sold it for $10 million — a significant premium over a standard service company. As the example of Walter Bergeron illustrates, most small businesses begin life using the “break/fix” business model where a customer has a problem, and you swoop in to provide a solution. This business model may make you feel valued as a problem solver, but it comes at the expense of the value of your company. In the break/fix model, you must create demand, sell your product or service, deliver it, and start all over again, which is why acquirers place a lower value on these transactional businesses when compared to subscription-based companies. By contrast, with a service contract, you create an ongoing stream of income that has the potential to grow the lifetime value of a customer dramatically. When you can accurately predict how much money you will get from a subscriber, you can invest more in wooing them. The most compelling reason to adopt a recurring revenue model is the impact it can have on your company’s valuation. Dollar for dollar, recurring revenue can be worth more than twice that of transactional revenue, depending on your industry. Service contracts are a simple and effective way to transform a transactional business into a recurring revenue goldmine. Learn how you can Build the Premier Accounting Firm - Listen to our weekly Podcast. ### 3 Ways To Re-Invent Yourself In A Crisis 3 Ways To Re-Invent Yourself In A Crisis Veterans refer to “the fog of war” to describe how difficult decision making can be when you’re on the battlefield with imperfect information. Sometimes the obvious answer in retrospect is not so apparent when you’re in the throes of a crisis which is why we wanted to share the stories of three owners who took bold and decisive action at a time of deep economic uncertainty. Back in September 11, 2001… During the days that followed the terrorist attacks of September 11, 2001, most Americans believed they were at war. The crisis paralyzed owners who wondered what would become of the world. Spending stopped. The stock market tanked. At the time, Sunny Vanderbeck owned and operated a web hosting company called Data Return and had just seen a $1 billion acquisition offer from Compaq go up in smoke. Vanderbeck took stock. Data Return was burning cash, and Vanderbeck figured they had six months to get a deal done before they could face mortal danger. He continued to look for a buyer and soon received another offer from a technology consulting and software business rolling up IT services companies. Vanderbeck agreed to sell Data Return in return for stock in the IT services roll-up. Soon after the transaction closed, Vanderbeck realized he had made a mistake. He recognized that his company's acquirer was suffering the consequences of a buying spree, during which they had made forty recent acquisitions. Data Return's acquirer had bitten off more than they could chew, and a little over a year later, they declared bankruptcy. Vanderbeck had fallen from being just days away from a $1 billion payday to owning shares in a bankrupt business. He still had his original Data Return partners and investors who believed in him, so Vanderbeck assembled his team again and bought the assets of his former company out of bankruptcy for $30 million. Four years later, Vanderbeck sold Data Return to Terremark Worldwide in a transaction valued at $85 million. Listen to Sunny’s story Back in 2003… In 2003, the most common term used to describe the state of the economy was the "jobless recovery." The year began with concerns about the war in Iraq. The Dow Jones Industrial Average fell below 8,000 in February. Mortgage rates plunged to 30-year lows, and homeowners rushed to refinance. George Bush cut taxes hoping consumers would start spending. It was against this backdrop that Joshua Dick took over his father's company. Urnex was generating less than $1 million in annual sales across seven product lines. Dick re-trenched and jettisoned six of the seven product lines to focus his limited resources on the one product that Dick thought had the potential to scale: cleaning supplies for commercial coffee makers. In other words, a niche of a niche. Dick poured all of his limited resources into becoming the best in the world at one thing and ultimately grew Urnex to more than $5 million of EBITDA, which is when he decided to sell for a double-digit multiple. Back in 2008/9… The Great Recession that began in 2008 was a time of massive disruption. Stock markets around the world were dropping hundreds of points a day. Banks were failing. Many, including John Moore, thought the world might be ending. Moore is the founder of 3D4Medical.com, a company that created three-dimensional models of the human body, photographed them and licensed the images to textbook publishers. When the Great Recession of 2008/9 hit Ireland, Moore's business took a significant turn for the worse, and he realized he needed to re-invent the company. Moore decided to offer an application that students could use to learn about anatomy. Instead of focusing exclusively on textbook publishers, they started selling their app directly to students, teachers and medical professionals. The business began to hum as more Universities – including the likes of Stanford and Cambridge – signed on. By 2019, 3D4Medical was up to 75 employees, including a reliable management team. Moore was making plans to continue to grow the business when one of the biggest textbook publishers in the world made an offer to buy 3D4 Medical for $50.6 million. Listen to John’s story. Visit our Free Resources page to learn more about tools that will help your accounting firm be the best. ### 8 Steps For Turning A Service Into A Product 8 Steps For Turning A Service Into A Product Does your business offer a service or a product that you differentiate through a higher level of service? If so, you're probably disproportionately impacted by the economic disruption caused by the coronavirus pandemic. Consumers are cutting back on services to avoid human contact and conserve cash, but we are still buying products that solve a specific problem. Businesses are buying products like Zoom, and Slack for teleconferencing and consumers are dropping services in favour of products. Italy was the first western democracy to experience the brunt of the coronavirus pandemic, and it changed everything about daily life, right down to what people bought from Amazon. For example, in the week after the Italian government quarantined most of its citizens, there was a 236% increase in Italians buying sports gear, presumably to set up a home-based exercise routine instead of services like personal training. Instead of going out to enjoy the service at a great restaurant, we're buying more alcohol. According to a recent Nielsen survey, overall sales of spirits like tequila and vodka were up 75% from the same period last year. Service Providers Are Pivoting to Provide A Product Many businesses have reacted by turning their services into what appears to consumers as a tangible product:         Los Angeles-based Guerrilla Tacos typically serves up a lively dining experience and has recently pivoted to offering a product called their "Emergency Taco Kit," a take-out survival kit for the taco lover.         Spiffy, a US-based mobile car wash service, has switched to offering its COVID-19 "Disinfect & Protect" product.         U.K.-based Encore has pivoted from a talent booking service to offering their “Personalised Music Message” product, which enables you to commission an artist to create a customized video greeting for a loved one. To take advantage of our gravitation towards buying products, service providers can take the following eight steps: Step 1: Niche Down The first step is to narrow your focus to a single type of customer. Many people feel uncomfortable with this stage – in particular in times like these when you need more customers, not less. It's counterintuitive, but the first critical move in turning your service into a product is niching down because services can be adapted and customized for a variety of customers. In contrast, products need to fit one type of buyer. Picking one niche also helps you design a great product and efficiently reach potential customers through things like Facebook groups set up to serve a specific target. Niche down further than you're comfortable, then niche down some more. Consider:         Demographics: (age, gender, income)         Firmographics (company size, industry)         Life stage (just married, retirement)         Company life stage (start-up, mature etc.)         Psychographics Step 2: TVR-Rank Your Services Once you've niched down more than feels comfortable, the next step in turning your service into a product is to identify the services you offer, which are Teachable to employees, Valuable to your customers who have a Recurring need for it. At Universal Accounting Center, we call this finding your "TVR." Grab a whiteboard or blank piece of paper and make a list of all the services you offer the niche you picked in step 1. Then score each service on a scale of 1 to 10 on the degree to which you can teach employees to offer the service, how valuable it is to your niche and how frequently they need to buy it. Pick the service that scores the highest and move to Step 3 (you can always come back to this step if you want to consider multiple products). Step 3: Get Clear on Your Quarter Inch Hole Harvard Professor Theodore Levitt was famous for saying, “people don't want to buy a quarter-inch drill. They want a quarter-inch hole." Be clear about what problem your product solves for your niche. For example, "The Emergency Taco Kit" makes cooking at home fun for quarantined Angelinos, while the "Disinfect & Protect" product sanitizes cars for essential service providers who need to keep driving. Step 4: Brand It With a service, you're typically hiring a person. Still, with a product, you're selling a thing. Unlike people who have names, something like the "Emergency Taco Kit," "Disinfect & Protect" and the "Personalised Music Message" have brands. Step 5: List Your Ingredients Service businesses customize their deliverables in a unique proposal for every prospect, but product companies list their ingredients. Pick up any package at a grocery store — whether it's a bottle of dishwasher detergent or a box of cereal — and you'll see an itemized list of what's inside the box, which is why your offering needs to list what customers get when they buy. Step 6: Pre-Empt Objections When selling a service, you have the luxury of hearing your prospect's objections first-hand, and you can dynamically address them on-the-spot. When selling a product, you don't have the benefit of a person to overcome objections, so consider what potential objections customers might have and pre-empt them. When selling the “Disinfect & Protect” car cleaning product, Spiffy anticipated the four most common concerns customers raise and pre-empts each in their marketing material. For example, Spiffy assures prospects that they have:         A money-back guarantee for people who aren't sure         Insurance in case they damage your car         Trained technicians who know what they are doing         Environmentally friendly cleaning products so they don't damage the environment Step 7: Price It Services are quoted by the hour, day or project and usually come at the end of a custom proposal. Products publish their price. Step 8: Manufacture Scarcity One of the benefits of a service business is that you always have sales leverage because your time is scarce. You can't make more hours in the day, so customers know they need to act to get some of your time. With product businesses, you need to give people a reason to act today rather than tomorrow. This means you need to manufacture a reason to act through things like limited time offers, limited access products etc. Service providers have been walloped, but if you make your service look and feel more like a product, you may be able to take advantage of our society's flight to tangible products in uncertain times. Learn more about how you can have the premier accounting firm - Become an Accountrepreneur. ### 6 Ways to Overcome a Business Trauma 6 Ways to Overcome a Business Trauma Post-Traumatic Stress Disorder (PTSD) is a mental health condition triggered by experiencing a terrifying event. Although not at the level of enduring a war zone, the events of March 2020 may leave you feeling similar symptoms. If you’re like most business owners, the first quarter of the year was progressing like any other.  Then…bang! A superbug started terrorizing the world. Professional basketball was cancelled. One by one, the world began to close its doors.  A significant blow impacted your business, unless you offer an essential service. Perhaps you’ve stabilized your company, or you might still be experiencing the worst of it. Either way, you’re probably a different person as a result of this pandemic. Now, as things begin to slowly reopen, you may notice a change in your outlook. The Mayo Clinic reports four symptoms of PTSD: Intrusive memories: recurrent, unwanted thoughtsAvoidance: trying not to think about the traumaNegative changes in thinking and mood: destructive thoughts about yourself and other peopleChange in physical and emotional reactions: being easily frightened, overwhelming guilt, or substance abuse Any of those sound familiar?  If so, you may be experiencing the psychological toll a catastrophic event can have on your psyche. There are three constructive things you can do now. Option #1: Talk to Someone Soldiers deal with PTSD by talking to a psychotherapist. Speaking to an advisor about how this pandemic has impacted your business can be therapeutic, and we’re here to help. Option #2: Rebuild a More Durable Business Another constructive reaction to this crisis is to commit to building a more durable business that can better withstand shocks to the system in the future. Option #3: Sell Many owners—especially those that experienced the brunt of the 2008–09 global financial crisis—have been so traumatized by this pandemic that they don’t have the stomach for another disaster. As a result, they’ve decided to start planning their exit proactively.  If you find yourself choosing option 2 or 3, your immediate action plan will be the same. There are some things you can do now that will make your business more durable in the long term as well as more sellable:        Focus on your products and services where you have a point of differentiation. You’ll have more pricing authority in the short term, have better cash flow, and be more attractive to an acquirer in the long run.Create recurring revenue streams that generate sales while you sleep. These can be in the form of service contracts, subscriptions, or maintenance plans. Aim to get the majority of your revenue automatically.De-risk your business, ensuring you’re not too reliant on a single customer or supplier. Create an employee handbook and systematize your processes to lessen your dependence on a key employee (or you calling all of the shots).Clean up your bookkeeping.Generate as much cash as possible from customers up front to create a positive cash flow cycle.  If you’re like a lot of the owners we work with, your business is part of who you are. When that gets threatened, it’s natural to feel traumatized. If you can redirect that energy into building a more durable business, you may never have to experience something like this again.  Visit our Free Resources page to learn more tips about how to improve your accounting business.    ### 3 Ways to Get Your Life Back 3 Ways to Get Your Life Back How’s your workload these days? If the pandemic has forced you back into the weeds of your business, you’re not alone. Many owners are again doing tasks they haven’t done in years because they have had to lay off front-line staff or their employees have fallen ill or are caring for someone in need. Being back in the middle of things is neither healthy for you nor your business long term. Personally, it’s a recipe for burnout, and professionally, your business will be less valuable with you doing all the work. Now is an excellent opportunity to retool your company so that it can start running without you again. These three steps should help: Step 1: Sell less stuff to more people. Most companies become too dependent on their owner because they offer too many products and services. With such a full breadth of offerings, it’s hard to find and train employees that can deliver. The secret is to pick something that makes you unique and focus on finding more customers, not more things to sell. Take Gabriela Isturiz as an example. She co-founded Bellefield Systems, a company offering a timekeeping application for lawyers. Over the next seven years, Bellefield grew to 45 employees. Although many businesses bill by the hour, Isturiz focused exclusively on timekeeping for lawyers, which is one of the reasons she was able to integrate with 32 practice management platforms used by lawyers—a big reason Bellefield's product was so sticky. It worked out well for Isturiz as she was growing 50% a year with EBITDA margins of more than 25% when she sold her company in 2019. Step 2: Systemize it. Next, focus on creating systems and procedures for employees to follow. For example, Nashville-based Bryan Clayton built Peachtree, a landscaping business. Most lawn care companies are mom-and-pop operations, but Clayton built Peachtree up to 150 employees before he sold it to LUSA for a seven-figure windfall. What made Peachtree so unique? Clayton focused on documenting his processes. For example, one of his customers was a McDonald’s franchisee who owned 40 locations. He was frustrated by how many people discarded cigarette butts in his drive-through, so Clayton offered to clear the debris from the lanes as part of his lawn care process. He then trained his employees on the drive-through clean-up process he had created so it was followed across all 40 of the customer’s locations. Step 3: Outsource it. Next, consider outsourcing what you’re not very good at. For example, David Lekach started Dream Water, a natural sleep aid bottled in a five-ounce shot similar to the famous 5-Hour Energy Drink. Lekach built Dream Water to almost $10 million in annual revenue before selling it to Harvest One, a cannabis company, for $34.5 million in cash and Harvest One stock. Lekach saw his role as “selling Dream Water, not making it.” That meant he outsourced the manufacturing, packaging, and distribution of Dream Water to a co-packer, ensuring Lekach and his team could focus on selling Dream Water. It’s natural for a leader to step in during a crisis, but that’s not sustainable for the long term. Pull yourself out of the doing, and you’ll build a valuable company for the long term that’s a lot less stressful to run along the way. Listen to our weekly podcast, and learn how you can build the premier accounting firm. ### Raising Your Business Like a Child Raising Your Business Like a Child Why did you decide to become an entrepreneur? If you’re like most owners, you aspire to have the freedom that comes from owning your own business:  The freedom to decide how you spend your timeThe freedom to choose whom to work with and to avoid people who drain your energyThe freedom to make as much money as you deserve This desire for freedom often leads owners to aspire for a bigger business, which they think will give them what they want. Unfortunately, most owners who strive for more revenue or profit as their primary goal often have: Less time because it’s spent managing an ever-expanding set of offerings.Less freedom because complexity inevitably leads to conflict.Less money because any available cash is reinvested in growth.  So, in many ways, growing a larger business gets you further from your ultimate goal of freedom. Instead of thinking of your business as something to push harder and faster, there’s an alternative that may get you closer to what you want. Think of your business as a child, and your role is to guide her into becoming an independent, thriving adult.  If your goal is to create a business that can thrive without you, you will start to make different decisions. That demanding customer who wants your attention on their project no longer looks so attractive. That exciting new product that’s going to require you to sell no longer looks worth it.  By focusing on the role of parent rather than business driver, the demands on your time lessen as your employees pick up more of the load. You may also find your business selling more as you build a team of salespeople rather than relying only on yourself to drive the top line. The ultimate irony is that your business may end up being more valuable than a larger peer where the owner is still mostly responsible for sales.  Acquirers want businesses that will survive the loss of their owner. In many cases, they will pay a premium for companies where the owner is in the background. Consider the case of Damian James, who sold his network of mobile podiatry clinics generating $11 million in revenue for $13.2 million. He credits much of the sale to the fact that he was no longer running the businesses day to day and had reduced his time commitment to just one or two days per week.  David Hauser started Grasshopper, an Internet-based phone system he built to $30 million in annual revenue before he sold it to Citrix for $165 million in cash and $8.6 million in stock. Hauser was down to working just one day per week at the time of the sale of his company.  Growing revenue and profits will be valuable to an acquirer, but if you make them your only goal, you may find yourself with less of what you want. Treat your business like a child who needs guidance to become a thriving adult, and revenue, profits, and ultimate value will come as a by-product. Visit the Universal Accounting Free Resources page for tips on how to grow your accounting firm.    ### The Most Critical Factor in Achieving Your Goals May Surprise You The Most Critical Factor in Achieving Your Goals May Surprise You As we roll into the fourth quarter of the year, you may be starting to consider your business goals for next year. Given how 2020 has gone, maybe your primary ambition is to survive in 2021. Perhaps you’re going to create a recurring revenue stream or finally hire that general manager. Or maybe you’ve decided to start preparing for an exit. Whatever your goals are, the most important thing you can do now is write down your plan to achieve them. A Revealing Study This point was driven home recently by a study published in the British Journal of Health Psychology. The project was designed to see what impact stimuli would have on participants’ level of exercise. Researchers divided a random sample of participants into three groups. For the first group, the researchers asked the participants to track how frequently they exercised. They were told to read a passage of an unrelated book before beginning. For the second group, researchers wanted to measure the impact that motivation would have on their exercise levels. The second group was also asked to track their activity levels and were then told to read a book’s motivational passage that outlined the benefits of exercise for maintaining a healthy weight. The third group was asked to read the same motivational excerpt as the second group but had the additional task of writing down their exercise goals for the coming week. The Results When the researchers sat down to analyze the results, they were surprised to find that among the motivated group (group 2), just 35% exercised once per week. That was slightly less exercise than group 1 (36%) even though they were motivated to work out. When the researchers analyzed the third group’s exercise log, they were stunned to find that 91% of them had worked out. The only difference between groups 2 and 3 was that the third group was asked to write down their goals. That simple task seems to have almost tripled their likelihood to succeed. The researchers concluded that motivation alone has virtually no impact on our actions. Instead, it is motivation coupled with a written action plan of how you’re going to achieve your goals that has the most significant impact on your results. Food for thought as you start thinking about making 2021 your best year yet. Listen to our weekly Podcast to learn more about how you can accomplish your accounting business goals. ### 3 Things Wealthy Business Owners Do Differently 3 Things Wealthy Business Owners Do Differently Much is made of analyzing the personality traits of successful entrepreneurs.  Some appear outgoing. Others are introverts. Some lean right, others left. Some are flashy. Others are monk-like with their money. Their diversity can lead one to the conclusion that there are no common personality traits among successful founders.  Rather than trying to understand who they are, let’s look at what they do.  We’ve had the opportunity to help many businesses improve their value, with some going on to exit their business for seven, eight, or even nine figures. As such, we have a unique vantage point from which to observe the owners who achieve the most financial success. This point of view has allowed us to observe three things the most successful owners do differently: 1. They read business books. Our most successful customers are voracious consumers of business content. When a new business book hits the bestseller list, most have either read it or summarized its central point. It’s not just the printed word. Many get information through audiobooks, webinars, or podcasts, others via YouTube.  The actual medium is less important to these successful founders. What’s consistent is their continuous learning pattern and the desire to leverage other people’s smart ideas and put them to work in their own company.   2. They join masterminds. In the absence of having a board of directors or a boss, successful founders often use a peer board to hold themselves accountable and gain an outside perspective when they’re stuck.   Initially popularized by Napoleon Hill in his class book, Think & Grow Rich, a mastermind gathers a small group of peers to act as one another’s board. Often led by a chair, these groups become lifelines for owners as they navigate big decisions in their businesses and personal lives.   3. They ask questions. The character trait that makes successful entrepreneurs inclined to read business books and join peer groups is their natural curiosity. They have an unquenchable thirst for knowledge. No matter how successful, they never get full. You may be surprised not to see the stereotypical attributes of successful entrepreneurs. Many founders are also action oriented, competitive, tenacious, etc., but all those common personality traits are who they are. Our interest is what they do. Actions are the measure of a person. Take a look at what a founder does to stay sharp, and you’ll see a consistent pattern among the most successful entrepreneurs you know. Learn how you can have the premier accounting firm - Become an Accountrepreneur.     ### 3 Things to Consider When You Hit “The Freedom Point” 3 Things to Consider When You Hit “The Freedom Point” When was the last time you calculated the percentage of your net worth tied to your company’s value? When you started your business, its value was probably negligible. Unless you purchased or inherited your company, it wasn’t worth much when you opened your doors, but over time, the proportion of your assets tied to your business may have crept up. Let’s imagine a hypothetical business owner named Tim, who starts his company at age 30. He has a little bit of equity in his first home and a small retirement fund. When he starts his business, it’s worthless, so it doesn’t yet factor into Tim’s net worth calculation. By the age of 50, Tim has built up $600,000 worth of equity in his home, his retirement nest egg has grown to $400,000, and his business has blossomed and is now worth $4,000,000. Tim’s company has crept up to represent 80% of his net worth. Tim knows the first rule of investing is to diversify, which he is careful to do with his retirement account. Still, he has failed to achieve overall diversity given the success of his business. What’s more, he may have unknowingly passed something called “The Freedom Point,” which is when the net proceeds (i.e., after taxes and expenses) of selling his business would garner enough money for him to live comfortably for the rest of his life. Your lifestyle determines your Freedom Point, but when you pass it, it’s worth considering the risk you’re taking. If this pandemic has taught us anything, it is that nothing is for sure, and a thriving business one day can turn into a struggling company overnight. When your business makes up most of your net worth and selling it would garner enough money to retire, there’s no financial reason to continue owning your business. You may enjoy the challenge, the social interactions, and the creative process of building a business, but keeping it may be unnecessarily risky. When you’ve created the Freedom Point and want to diversity—but still don’t want to retire—you have some options: Sell a Minority Stake: In a minority recapitalization, you sell less than half of your shares. Often sold to a financial investor such as a private equity group, a minority recapitalization allows you to diversify your net worth while continuing to control your business. Sell a Majority Stake: In a majority recapitalization, you sell more than half of your shares to an investor who will most likely ask you to continue to run your business for many years to come. You get to diversify your wealth, keep some equity in your business for when the investor sells, and continue to run your company. Earn-Out: When you sell your company, you’ll likely have to agree to a transition period of sorts. One of the most popular is called an earn-out, where you agree to continue to run your company as a division of your acquirer’s business for a specified period of time. Your earn-out may be as little as a year or as long as seven, but the average is three years. Therefore, if you’re past the Freedom Point and can see yourself wanting to step down in the next three to five years, an earn-out may be worth considering. Building a successful business is rewarding, but when your personal balance sheet gets out of whack, it may be worth considering the risk you’re shouldering and the options you have for sharing some of it. Learn more about how you can apply The Freedom Point to your accounting business by visiting our Free Resource page. ### How to Create a Recurring Revenue Model That Appeals to Customers How to Create a Recurring Revenue Model That Appeals to Customers Have you struggled to identify a recurring revenue model that will work in your business? If so, you’re not alone. Most owners understand the benefits of recurring revenue, such as predictable cash flow and an increase in their company’s valuation, but struggle with where to start. Just changing your pricing from a one-time transaction to a smaller, recurring fee does not make a sticky subscription model. The first step of creating a recurring revenue model for your business has nothing to do with your billing platform and everything to do with your target customer. The secret to reimagining your business into a recurring revenue juggernaut is to niche way down. Niche Down For a recurring revenue model to retain subscribers, it needs to provide an outlandishly attractive value proposition to customers who agree to continue with the service over the long run. To create that kind of delight, you have to find a pain point where a group of customers feels uniform. That only happens when you niche way down. For example, when Jorey Ramer, the founder of Super, moved to the San Francisco Bay area, he purchased a home. Ramer had previously been a renter and was surprised by the hassles of owning a house. Ramer realized that everything from the ice maker in his fridge to the lighting in his backyard was susceptible to failing. He decided to create a subscription model that would allow homeowners to pay one monthly fee in return for a mobile app where subscribers can summon a repair person to fix just about anything that could break down in a home. Last year Ramer raised $20 million from investors, who saw the opportunity in putting home repairs on subscription. Ramer’s first step in creating Super was not to put out a shingle as a home repair professional with a different billing model. Instead, he focused on niching down to a customer group with a common need. To begin segmenting, he picked homeowners. Then Ramer went further and identified a subsegment of homeowners who are not do-it-yourself types. Some homeowners are tinkerers and don’t mind digging into a “honey-do”" list every weekend, but Ramer knows those aren’t his people. Instead, he chose to focus on the sub-niche of homeowners that don’t want the hassle and surprises that come with homeownership. How Peloton Made Their Subscription Sticky At Peloton, the fitness company that started with a souped-up stationary bike and now includes classes on everything from yoga to running, they have adopted a subscription model. Customers buy the bike (or the treadmill) and then subscribe to Peloton’s content package. To make Peloton’s subscription sticky, they didn’t just target people who wanted to get fit, many of whom were happy to go to a gym before the pandemic. Instead, they targeted relatively affluent people who are too busy to go to the gym. While the single twenty-something sees a spinning class at his local gym as a chance to connect with like-minded people, Peloton knew the forty-something mom with three kids often doesn’t have the time to go to the gym. Therefore, they defined their target customer as relatively affluent fitness enthusiasts who don’t have time to go to the gym—a niche of a niche. Year to date for 2020, Peloton’s share price has more than tripled. If you’re stuck trying to come up with a recurring revenue model that would work for your industry, segment your customers based on what makes them buy from you. Then determine if one of your niches has a recurring need for something you sell. Visit our Free Resources page to learn how you can make your accounting firm appeal to your customers. ### 10 Resolutions That Will Boost the Value of Your Company 10 Resolutions That Will Boost the Value of Your Company Finally, 2020 is in the books.   Good riddance.  If your goal is to build a more valuable company in 2021, here are some resolutions to consider:Stop chasing revenue.  A bigger company is not necessarily a more valuable one if the extra sales come from products and services that are too reliant on you to deliver them.Start surveying your customers using the Net Promoter Score methodology. It’s a fast and easy way for your customers to give you feedback, and it’s predictive of your company’s growth in the future. Sell less stuff to more people. The most valuable companies have a defendable niche selling a few differentiated products and services to many customers. The least valuable businesses sell lots of undifferentiated products and services to a concentrated group of buyers. Drop the products or services that depend on you. If you offer something that needs you to produce or sell it, consider dropping it from your offerings. Services and products that require you suck up your time and cash and don’t contribute significantly to your business’s value. Collect more money up front. Turn a negative cash flow cycle into a positive one and you boost your business’s value and lessen your stress load. Collect more money up front. Turn a negative cash flow cycle into a positive one and you boost your business’s value and lessen your stress load. Be different. Refine your marketing strategy to emphasize the point of differentiation that customers value. Be relentless in highlighting this advantage.Find a backup supplier for your most critical raw materials. Consider placing a small order to establish a commercial relationship and diversify the sources of your most-difficult-to-find materials.Teach them to fish. Answer every employee question of you with “What would you do if you owned the business?” Your goal should be to cultivate employees who think like owners so they can start answering their own questions without coming to you.Create an instruction manual. Document your most important processes so your employees can do their work independently. Learn about how you can build the premier accounting firm - Listen to our weekly Podcast.    ### Elementor #19072 How to Turn Repeat Customers into Subscribers Many people mix up re-occurring and recurring revenue, but here at Universal Accounting, one is much more valuable than the other. Re-occurring Revenue Re-occurring revenue comes from customers that have a re-occurring need for whatever you sell and buy from you on an unpredictable yet regular basis. Imagine a health food store. Customers come in to replenish their supply of vitamins when they run out. The owner is never quite sure when a customer will be back, but she’s pretty sure they will return when they run low on a critical supplement. Recurring Revenue Recurring revenue comes from sales to customers that buy from you on a predictable, automatic cadence, for example, a subscription or service contract. Let’s take the same health food store owner. She recognizes her customer comes in every month or so to buy Vitamin C. She decides to offer a subscription for Vitamin C capsules, where she ships a new bottle to her subscribers each month automatically. The customer doesn’t need to make a dedicated trip to her store, and the owner automatically gets repeat sales. Re-occurring or Recurring? Which is Better? Compared to one-off transaction revenue, both re-occurring and recurring revenue contribute positively to your company’s value, but we at Universal Accounting believe one is much more valuable than the other. For example, Mike Malatesta created Advanced Waste Services (AWS), which helped businesses dispose of their industrial waste. Energy giant Covanta (NYSE: CVA) saw acquiring AWS as the perfect way to enter the industrial waste industry and sent Malatesta a Letter of Intent to acquire AWS for $54.5 million. Covanta liked that AWS had repeat business from loyal customers that they assumed were on recurring contracts. However, when Covanta started their diligence before closing their acquisition of AWS, they realized some of AWS’s revenue was re-occurring, not recurring, and used that as justification to lower their offer by $4 million. To convert re-occurring revenue into recurring revenue: - Start by segmenting your customers that buy on a re-occurring basis. - Look for a segment whose purchase cadence is relatively predictable. - Design an offer for your regular, re-occurring customers that makes it more convenient for them to buy on a subscription or service contract rather than on a transactional business model. - Aim to give re-occurring customers three compelling reasons to subscribe. For example, in the case of the vitamin store owner, she could make the case that subscribing to a regular shipment of vitamins is 1) more convenient for the customer because there is no need to drive to the store, 2) more reliable because subscribers would be given priority on available stock, and 3) safer because vitamin subscribers would be given a newsletter describing new clinical trial results of emerging vitamin therapies. Re-occurring and recurring revenue may sound similar, but when it comes to your company’s value, recurring revenue is far better. Consider converting your re-occurring customers into subscribers, and you’ll build a more predictable—and valuable—business. Learn how you can offer quality accounting services - Become an Accountrepreneur. ### The Freedom Point ### The Exit Checklist ### 8 Ways To Re-Invent Yourself ### All Episodes ### GrowCon 2022 GrowCon 2022 - The Accountrepreneur’s Forum & Live Event LIVE training for accounting professionals with an emphasis to build a full-service accounting firm arrow-icon-size3 Learn More 2 Day Event All Skill Level 8am - 5pm Duration English Language Accountreprenuer's Forum LIVE Launch https://youtu.be/sJh6J01Ln-A What You'll Learn Course Description Modules Your Instructors Enroll Share This Event: What You'll Learn Universal Accounting’s GrowCon Live Launch Event & Workshop teaches you the principles of MAP and how to apply them to your business. This forum’s agenda will target the following areas as they relate to your business. Marketing & Sales – Find ideal clients and nurturing them to see you as the expert you are Accounting – Learn to go beyond traditional accounting services and become the trusted strategic advisor your clients need Production – Discover how to onboard clients with ease by working efficiently and profitably to offer the kind of value which will retain your clients. And even MORE! Course Description Course Overview 2-day Interactive Workshop Networking With Your Peers Meet Your Coaches Inclusion in a closed Facebook Group community Bonus content delivered within the closed Facebook Group Your Enrollment Includes This 2-day business workshop can help accounting professionals like you understand and integrate traditional accounting services with value-added consultative offerings within your company or with your clients. Upon enrollment, you will pick the date of the event you’ll be attending. Prior to your arrival, you will work with a personal coach and mentor to prepare you for the training. Personal travel arrangements & accommodations are not included. This is your opportunity to build the premier accounting firm in your area! Become engaged with a community of 1000’s of successful peers running their accounting businesses giving your knowledge, support. Participate in the most advanced training, making you the leading industry expert as an Accountrepreneur. Leverage the #1 brand in the world as a certified accounting professional, giving you instant authority. Learn how to best us the “done-for-you” marketing and revenue tools, making you stand out and get paid what you are worth. Accountrepreneur’s Forum Details Date: May 16th & 17th 2022 Location: The Living Aquarium - 12033 Lone Peak Pkwy, Draper, UT 84020 Suggested Airport: Salt Lake International Airport (SLC) Suggested Hotels: SPRINGHILL SUITES SALT LAKE CITY DRAPER- 12111 South State Street, Draper, Utah 84020 USA, 801-572-1800   Fairfield Inn Salt Lake City Draper - 12117 S. State St., Draper, Utah 84020 USA,  801-572-1200 https://vimeo.com/118753122 Modules Module 1: Marketing Engagement This will include: Engage & Manifest with an emphasis in Marketing – Vision & Growth Plan with identified metrics to track and record. The focus will be on the following Value Builder Drivers Automatic Customer – Recurring Revenue Your Growth Quadrant – Growth Potential & Geometric Marketing Training in “Cut to the Chase” Module 2: Accounting Engagement This will include: Focus on the following Value Builder Drivers Financial Performance Switzerland Structure Valuation Teeter Totter Envelope Test List Builder Module 3: Production Engagement This will include: Focus on the following Value Builder Drivers Scalability Finder Customer Score Monopoly Control Hub & Spoke Meet Your Instructors 8 am to 5 pm each day Monday Lunch & Dinner Included Tuesday Lunch & Dinner Included Evening Social Activity Included Roger Knecht, President of Universal Accounting CenterRoger Knecht, President of Universal Accounting Center - Roger helps accounting professionals have the premier accounting firm in their area by equipping you with the skills to offer quality value-added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans, and policies to increase sales, improve profits, and build the value of their business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes, and procedures. Clay Neves, Vice President of Student EnrollmentClay is veteran with Universal Accounting Center and has worked with students throughout the United States and Canada to grow their practices. He oversaw the growth of Universal’s seminar channel nearly ten-fold and oversaw the enrollment call center before taking on the implementation of BizBench as a new product, as well as webinars, virtual conferences, and other R&D projects. He has been involved at the executive level in using key performance indicators to identify trends, problems, opportunities, and business solutions. He is a past Chamber of Commerce executive and knows how to help small businesses. With over 30 years of sales and marketing management experience, he can help you implement business assessment and evaluation, as well as coach you on how to attract new clients, increase retention, and expand your consulting income. Robyn Mons Robyn helps business professionals learn how to manage their brains so they can create desired results in their lives and in their businesses. As an entrepreneur herself, she understands the challenges that come with balancing work and life and the mental blocks that keep you from taking action. Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage it is the most important thing you can do to create the lasting results you want in your life, including your business. Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible. Her greatest joy is to watch her clients blow their own minds and fulfill their potential. Adam Syvock, Academic CoachAdam works with students regarding questions about the curriculum and real-world accounting situations. Adam is a graduate of Universal Accounting’s PB program himself, and also holds a bachelor's degree in accounting from the University of Wisconsin-Milwaukee. In addition, Adam also uses his skills as a profit and growth expert to run his own accounting practice. He is also QuickBooks Certified and is working towards his Enrolled Agent (EA) designation. Veronica WasekVeronica is the founder and CEO of VM Wasek, a successful cloud accounting, and bookkeeping business. She is also the founder of 5 Minute Bookkeeping. She’s been named a Top 10 QuickBooks ProAdvisor (worldwide) and a Top Accounting Influencer. Veronica is a member of Intuit Corporation’s exclusive Trainer/Writer network. Veronica’s goal is to help bookkeepers and accountants minimize the time and effort spent on bookkeeping and maximize profits. As much as she loves accounting and bookkeeping, she loves teaching even more. Veronica is excited to share her knowledge and experience with you, so you can build a thriving practice without the guesswork. https://youtu.be/65xFBNFz0Ow https://youtu.be/cH1Zl88aKhk arrow-icon-size3 Register To Attend Today More Courses Get Certified Professional Tax Preparer™ Tax preparation skills will always be in demand. Thats why Universal Accounting®’s Professional Tax Preparer™ program will teach you line by line how to complete individual and business returns so that you can either prepare taxes on the side or start your own full-time tax business. ? Professional Tax Preparer™ 4 Modules - 62 hours View Course Get Certified QuickBooks Specialist™ This training course is designed to teach anyone how to use QuickBooks™. Mastering QuickBooks™ can help you improve your standing with a current employer or enhance your practice by adding setup, consultation, and help services to your menu. QuickBooks Specialist™ 4 Modules - 30 hours View Course ### Sitemap 801-265-3777 Sitemap Let's Talk To learn more about or enroll in one of the expert programs offered at Universal Accounting Center® click below to contact us. Contact Us Facebook Twitter Youtube Linkedin Copyright 2020 © All Rights Reserved. View Our Privacy Policy ### Speaking Engagements 801-265-3777 Educate, Entertain & Inspire Your Audience Learn the principles that will grow your business arrow-icon-size3 See Our Presentations Do you want to increase the value of your business? If so, Roger Knecht, president of Universal Accounting Center®, can help you develop a team of successful and committed individuals to improve your profits. He will instruct individuals on how to implement proven processes and procedures within your business to increase its value. Using an interactive process Roger enables attendees to specifically learn how to: Apply the principles from the Wisdom Pyramid to short and long term decisions. Develop a team for success and the tools to do so confidently. Create a plan for success. Utilize the 4 Keys to Success & Profit. Each participant will leave with actionable goals that will improve communication in the company, customer satisfaction, and bottom line profits. About Roger Knecht president Of Universal Accounting Center As President of Universal Accounting Center® (UAC), Roger oversees all national and international training offered by UAC. Roger has extensive experience in marketing and management. He is also very knowledgeable in the Accounting Staffing industry. His excellent presentation skills combine wit and wisdom in sharing the principles of business success. Roger has been instrumental in launching and growing thousands of accounting firms. He has successfully implemented the principles of growth he teaches in corporations of all sizes.Roger has proven himself to be an invaluable asset to many businesses and UAC graduates. Allen Bostrom, former President of UAC, says, “Roger’s professional abilities and enthusiasm for Universal Accounting have been critical to the growth of the company during the past dozen years. Had it not been for Roger’s contributions, we would not be where we are as a company today.”He is a member of Vistage International, a past Vice President of Education for IMA – Utah Chapter, Vice President of Membership with Toastmasters International Utah Chapter, and Education Coordinator for BNI – Utah Goldmine & Midday Master’s Chapters. Roger received the award of excellence from the Utah Correctional Industries (UCI) for his professional involvement and success in the Prison Industry Employment (PIE) program. He directly worked with convicted felons in a sales environment, allowing the inmate to learn and develop workforce skills. He earned his degree in Communications from Brigham Young University.In Roger’s words, “either the accounting profession can continue to be business coroners, running reports to diagnose the past, or we can be the doctors, the Profit and Growth Experts who help businesses be healthy and strong so that they can experience the best, most successful futures... I look forward to the future where we bring the accounting community this passion to communicate accounting information to business owners & executives in a way that they can understand and use to make better business decisions in their companies.” Growing Weeds or Wealth? Whether you are starving for it or choking on it, growth is vital for a healthy business and limitless revenue.  in this session, you can learn:The 4 Keys to Success & ProfitHow to Empower Your Management for SuccessThe 4 Ways to Motivate and Celebrate Your EmployeesHow to Speak the Language of BusinessHow Your Competition Compares to You“The first and most important threshold for the growth of your company is to stop seeing it as an extension of yourself and start seeing it as its own being, with its own needs, aspirations and destiny. It’s when you set it free that it becomes your servant and not your master.” —Roger Knecht Nine Principles to Make Your Business Profitable These nine principles, when implemented, can make your business more profitable. In this session, you will learn: How to integrate the three major functions of business – Marketing, Production and Accounting to maximize profit. How to gain the knowledge and wisdom from your business to make better decisions. The power of the Universal Business Model to insure profits and how to properly M.A.P. your business. Applying the use of the Wisdom Pyramid for short and long term decision making. Why accounting information is critical and what it can tell you about how to manage your business more profitably. How to implement these nine principles immediately in your business with Immediate, Intermediate and Long-term Application. This presentation can given as a keynote, expanded to a break out session, or full day workshop. https://youtu.be/TnTALHUCBgQhttps://vimeo.com/773568984 S.T.A.R. Training Developed Your Team for Success The S.T.A.R training program allows you to developed your team for success by providing them with the tools to do so confidently. Each employee within the company is empowered through their accountability, insuring your firms success. This presentation teaches: Why Your Employees are #1 Touring The Wisdom Pyramid within Your Business Manage By The Numbers, avoiding the game of chance Nothing Happens without a Sale The Back Office – The Key Support Team Expanding Your Reach – Growing the Business Geometrically Entering New Markets with a Plan to Win Creating The Unique Company Culture Making The Company Better This presentation can be given as a keynote, expanded to a break out session, or full day workshop. https://youtu.be/FV8wIAL3epMhttps://vimeo.com/773568902 From Red to Black in 30 Days Small Business Accountant’s Guide to Quick Turnaround Red to Black is designed as a practical how-to guide in helping business accountants manage quick and successful turnarounds. This is designed to rescue failing companies, finding solid footing “in the black.” Whether you’re a struggling business owner or a financial professional, “Red to Black” will be an invaluable resource for your business, helping you turn failing companies around and achieve true success and profitability. Roger takes you through the step by step process of taking a faltering or failing business and making it profitable quickly. You will learn the first priorities to stop the bleeding, the important decisions to be made, and the little things that make a big difference including:   How to assess a business’s “bounce back” ability from a downturn How to create a plan for success How to get the business back on its feet fast and stay there.   This presentation can be given as a keynote, or expanded to a break out session or full day workshop.   Limited or Limitless? Expanding from One to Many There comes a time for successful freelancers where you have all the clients you can handle. Do you stop taking clients just as your word of mouth is attracting more new clients than ever, or do you learn how to duplicate and leverage yourself? This seminar teaches the strategies and tactics to go from a mindset of limited billable hours to limitless growth and income. You will discover how to work less and make more. Target Audience: Small business owners and managers or accountants who want to work on their business, not just in their business. This presentation is available as a keynote, a breakout session or as a half-day or full-day workshop. The Power of Your Own Practice Start and Grow Your Own Successful Accounting Service Marketing is the “monster under the bed” for many accountants who want to start their own practice that has kept them from moving forward. Some have waited years. Roger points out the opportunities in the marketplace; how to get organized; how to use competitive advantages and the power of relationships to easily attract clients; how to present your value in powerful client-focused language; how to charge for your services to create a win-win; and how to expand your business with additional services and strategic partnerships.   Target Audience: Accounting professionals who want the independence, income and tax advantages of their own successful accounting, bookkeeping and consulting service.   This presentation is available as a keynote, a breakout session or as a half-day or full-day workshop. Five Steps From Rags to Riches Additional Services that Will Pay Over $100 per Hour Face it, your clients will never ask for something they don’t know you provide. This seminar will expand your thinking regarding additional services and show you not only those that can make you over $100 per hour, but how to make money on work OTHER people do. These services can act as magnets to attract new accounting clients and will serve as a source of incremental income from existing clients. Target Audience: Accountants who want to expand their practices. This presentation is available as a keynote, a breakout session ,or as a half-day or full-day workshop. The Infinite Game of Business Relationships The Systematic Expansion of Relationships that Pay This seminar focuses on networking strategies and systems that will attract, convert and retain your perfect clients using low-cost or no-cost methods that will work even for those who don’t see themselves as marketers. Roger’s practical, personal, and systematic approach will teach you how to build a constant flow of repeat and referral business. Target Audience: Accountants who are experts at accounting, but not at marketing their services. This presentation is available as a keynote, a breakout session, or as a half-day or full-day workshop. The Power of Your Own Practice Start Your Own Successful Accounting Service Marketing is the “monster under the bed” for many accountants wanting to start their own practice. It has kept them from moving forward, with some waiting years to succeed. This program solves those problems by teaches individuals about opportunities in the marketplace including how to: Get organized Use competitive advantages and the power of relationships to easily attract clients Present your value in powerful client-focused language Charge for your services to create a win-win Expand your business with additional services and strategic partnerships. Target Audience: Accounting professionals who want the independence, income and tax advantages by starting their own successful accounting, bookkeeping and consulting service. This presentation can be given as a keynote, or a breakout session. From Break Even to Breakthrough Multiplying Profit with Break Even Analysis, BEA Use the power of BEA to leverage the four factors of profit. This training will teach individuals how to apply multiple compounding factors in building your strategic sales process. Target Audience: Small business owners and managers or accountants who want a methodology for consulting with their clients. This presentation is available as a keynote, a breakout session or as a half-day or full-day workshop. If you are interesting in having me engage your team in one on the valuable presentations mentioned about, please reach out to me, Roger Knecht,  directly. I look forward to working with you. Phone: 801-506-7463 Email:rknecht@universalaccounting.com LinkedIn: www.linkedin.com/in/rogerknecht START YOUR JOURNEY TODAY ### Student Testimonials Student Testimonials We believe our courses are only as good as our graduates’ success. For this reason, we take a sincere interest in ensuring students and alumni are supported throughout their journey. If you are considering advancing your accounting career, don’t hesitate to call us  at +1 (801) 265 3777 and schedule a personal coaching session. Share your experience and goals with one of our representatives so that they can help you identify the best path to achieve your goals.https://youtu.be/mlI2Fl0lHwQ "I took your course…as a newly divorced stay at home Mom of two very small children. While I did very well in the class, it was your marketing methods that allowed me to build my business successfully. I have clients all over Salt Lake City who are always amazed at what I can do vs what their previous bookkeepers have done for them. My family is supported solely on my income and I make a very good wage doing it. I own a home, drive a nice car, and have been home every afternoon when my kids walk in from school... I am living proof this works and it works well." Alecia GaleUAC Graduate "Words cannot describe how much your course has contributed to my knowledge and confidence in going out there and getting clients. In the past, I have attended different courses related to [the] Accounting designation that I was planning to achieve. Although some of the professors at the college were good, the courses were very expensive and difficult to follow. I had to drop out because my mother was ill, and I never went back... I would strongly recommend to anyone who is planning to become an Accountant to take this course first." Nicoletta RomitaUAC Graduate “I knew I needed help marketing my business from the moment I first thought about starting one. I was an accountant, not a marketing specialist... What I needed was someone to take me by the hand and lead me step-by-step through the entire marketing process… With Rick helping me, my networking experience has been nothing short of a miracle... I have discovered that it is not how professional you sound, but how sincere you are. There is a wealth of people in the business world that want to help you succeed…I no longer feel like a meek little office mouse. I feel enormous pride when I tell people that I am a profit and growth expert who owns a local business. My confidence in myself and in my skills has grown so much. If you do what your coach asks you to do, you will succeed.” Jeanenne LevenUAC Graduate “Universal Accounting is out to help accountants and bookkeepers to understand how to market their trade and to help their business clients become profitable. The training and programs are great. The materials and the presentations were very easy to follow and enlightening. All the presenters, the staff were great. It is comforting to know that I have this great company (UAC and staff) to provide support to me if I need it or falter. Thanks for a great job." Anthony AwotwiUAC Graduate "My experience with Universal Accounting's Marketing Program was stimulating, revealing, and most of all educational. When the sessions started I was filled with apprehension and self-doubt. Rick explained to me that once I set my goals and follow-through, the journey would not be as difficult as I once perceived. He was so right... I feel more open and ready to take on challenges. I will continue to use the tools that Rick and Universal Accounting has given me to assist me in growing my business. I’ve been attending networking events and have met some really great people and made some new acquaintances... Since I signed up for the marketing program I have acquired two new clients and I have a prospect who I am working with. Once again thank you Rick and Universal Accounting for making me believe in myself once again." Lucy RyanUAC STUDENT “I had a general business background but I didn’t specifically know how to do bookkeeping. If I was going to sell my services to small business owners, I realized that I would have to be both confident that I could offer solutions and competent enough to follow through on my promises. I finished the course in about a month and officially launched my business at the beginning of the year. Within a week I was able to get my first client and... have not had a single client leave since. I am now up to 16 monthly clients with several more starting soon... My business is to point where I have had to turn down some work, am about to sign a lease for a small office, and am looking for my first employee... I can definitely say that taking these courses enabled me to make all this happen.” Matt RemuzziUAC Graduate Read More Success Stories Here START YOUR JOURNEY TODAY ### Our Coaches Meet Your Success Team Do you want to maximize your ROI on your training program?   So do we. That’s why Universal’s Expert Coaching Staff is the keystone of your training program. arrow-icon-size3 Meet Our Experts The Value of a Coach https://youtu.be/yj2QPMlob7I?list=UUnzGIsOibtIsNvZw08Ufjfg Coaching is Critical to Success We are creatures of habit, captives of our own inertia. While we may want to change, it’s not long until our habits lure us back to our comfort zone and we let ourselves off the hook. We set New Year’s resolutions to change and by January 10th we resort to our old ways. This is why such a small percentage of our intentions translate to new habits and powerful behaviors.While change may begin in our minds, we must alter our behavior to really change our lives.The inertia of habit that holds us captive is best challenged by an outside force. Universal Accounting Center’s® coaching is that outside force that holds us accountable and empowers us to change our ways of thinking, of feeling, of doing. What Is A Coach? A coach is a teacher. A coach is a tactician. A coach is a strategist. A coach is a motivator. A coach gets you where you want to go. Our Experts Roger Knecht president Of Universal Accounting Center Roger Knecht can help you develop a team of committed individuals for success and profits using a proven system. Using an interactive process, he enables attendees to specifically learn how. Each attendee will leave with actionable goals that will improve communication in the company, customer satisfaction, and bottom line profits.As President of Universal Accounting Center® (UAC) Mr. Knecht is a favorite presenter at Universal’s seminars, combining wit and wisdom in sharing the principles of business success. Mr. Knecht has extensive experience in marketing and management with corporations of all sizes and has successfully implemented the principles of growth he speaks about.Allen Bostrom, former President of UAC, says, “Roger’s professional abilities and enthusiasm for Universal Accounting have been critical to the growth of the company during the past dozen years. Had it not been for Roger’s contributions, we would not be where we are as a company today.” Adam SyvockAcademic & Firm Coach Adam Syvock lives in Milwaukee, Wisconsin. He has a 6-year-old daughter and has been married for 14 years. Adam owns and operates two accounting businesses that he started in 2015 and 2018. He has a bachelor’s degree in Accounting from the University of Wisconsin-Milwaukee. Adam started coaching with Universal Accounting in March of 2016 and currently is a coach for The Professional Bookkeeper Program, The Professional Tax Preparer Program, and The Quickbooks Specialist Program. He is also a Business and Marketing Coach. Outside of work, Adam enjoys practicing jiu jitsu, music, movies, festivals, and spending time with his family.  As a coach, Adam firmly believes that you are only going to get what you put into any training. Adam does all he can to make himself accessible and responsive in order to help students on their path to success. He believes that Universal Accounting has the best hands-on programs that provide students with grounded, real world applications into the practices of bookkeeping and tax preparation. His favorite part of being with UAC is working and engaging with the students and seeing them become successful owners of their own practices. Clay Neves?BizBench Implementation Coach Clay Neves is a 12 year veteran with Universal Accounting Center and has worked with students throughout the United States and Canada to grow their practices. He oversaw the growth of Universal’s seminar channel nearly ten-fold and oversaw the enrollment call center before taking on the implementation of BizBench as a new product, as well as webinars, virtual conferences, and other R&D projects. He has been involved at the executive level in using key performance indicators to identify trends, problems, opportunities and business solutions. He is a past Chamber of Commerce executive and knows how to help small businesses. With over 30 years of sales and marketing management experience, he can help you implement business assessment and evaluation, as well as coach you on how to attract new clients, increase retention, and expand your consulting income. Ken BostromColor Accounting Expert & Academic Coach Ken Bostrom has been an instructor, coach, and officer of Universal sector for nearly three decades. He has seen Universal Accounting Center grow from a small local brick-and-mortar accounting training school to an international provider of cutting edge, online certification training for accounting professionals to start and grow their own bookkeeping, accounting, and tax practice. Ken is the author behind our Professional Bookkeeper’s Guide to QuickBooks, as well as it’s annual updates. You could say Ken wrote the book on how to use QuickBooks to get more done in less time and to become a Profit and Growth Expert. He is a certified Color Accounting instructor, QuickBooks Specialist, and a QuickBooks Pro Advisor. Jennifer CapenerStudent Orientation Counselor Each student is assigned upon enrolling an Orientation Counselor to help them on-board and navigate this new chapter in their life. For more than decade Jennifer has worked with individuals to make this a pleasant and rewarding experience. As a successful accountant and bookkeeper, she can relate to students and help on many levels to ensure success when completing the programs. Aja JadamaSenior National Enrollment Director For more than a decade Aja has worked with accounting professionals to help them individually move forward in their careers. Whether it is skill training to get that next job, receive a promotion or have the premier accounting business, she is committed to listen and understand each person's goals to help identify their next steps. Helping individuals start and build their accounting businesses with confidence and competence is her expertise. Robyn MonsUniversal Accounting LIFE Coach Robyn Mons is a certified Life Coach, aka “the mind ninja” to her kids. She helps business professionals learn how to manage their brains so they can create desired results in their lives and in their businesses. As an entrepreneur herself, Robyn understands the challenges that come with balancing work and life and the mental blocks that keep you from taking action. Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage your brain is the most important thing you can do to create the lasting results you want in your life, including your business. Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible. Her greatest joy is to watch her clients blow their own minds and fulfill their potential.https://youtu.be/xoq5IUSn9yE Let's Talk To learn more about or enroll in one of the expert programs offered at Universal Accounting Center® click below to contact us. Contact Us Facebook Twitter Youtube Linkedin Copyright 2020 © All Rights Reserved. View Our Privacy Policy START YOUR JOURNEY TODAY ### Contact Us Get In Touch Lets Work Together Special Financing Available Contact Info Call now +1 801-265-3777  to speak to a knowledgeable Universal Accounting representative right away, or schedule a time when it is convenient for you.Address:12441 South 900 East #120Draper, Utah 84020General Phone:+1 801-265-3777  ### Advanced Business Coaching Advanced Business Coaching Here you will work directly with Roger Knecht, president of Universal Accounting Center, to help your business thrive. arrow-icon-size3 Learn More 3 Lessons 3 Videos Intermediate Skill Level 9:00h Duration English Language MAPPING Your Business https://youtu.be/MoVy03-Kz6E What You'll Learn Course Description Modules Your Instructors Reviews Enroll Share This Class: What You'll Learn Be in business for yourself but not by yourself. Even when you’ve committed to building your business, you might find that life has a frustrating habit of getting in the way of your success. Things such as procrastination, self doubt, or being spread too thin can hinder your ability to progress. While these challenges may arise, there is no reason to face them alone. With Universal Accounting Center’s Advanced Business Coaching Membership you can receive the support you need as an accounting professional. Through our proven Turnkey Business Plan, you can be sure that you aren’t leaving your success to chance. Discover the root cause of why you aren’t taking desired actions Learn how to take effective, massive action regardless of your circumstances Feel more empowered and in control of your life and your business Become less reactive to your life and more creative and deliberate Course Description Course Overview This is a 12+ month engagement working with a business coach at our Universal Accounting Center. This program is specifically designed to help you build your business into a premier accounting firm that offers quality services. It will give you the confidence to get paid what you are worth. In this program you’ll experience: Individual Coaching Sessions with Robyn Mons (3 months) Group Coaching Sessions with Curtis Swenson (3 months) Monthly Group Conference Calls Bi-weekly Training Videos (3 months) Inclusion In A Closed Facebook Group Bonus Content Delivered Within The Closed Facebook Group Program Goals Participation in these business training groups is led by a certified Value Builder provider. You will be assigned life coaches to help you focus and achieve your goals. As a direct result of your training and implement of what you learning these coaching sessions, you can expect to: Discover the root cause of why you aren’t taking desired actions Learn how to take effective, massive action regardless of your circumstances Feel more empowered and in control of your life and your business Become less reactive to your life and more creative and deliberate https://youtu.be/GBrrW45zafw Modules Marketing Engagement (4+ months) Module 1 will focus on the following Value Builder Drivers: Automatic Customer – Recurring Revenue Your Growth Quadrant – Growth Potential & Geometric Marketing Training in “Cut to the Chase” Accounting Engagement (4+ months) Module 2 will focus on the following Value Builder Drivers: Financial Performance Switzerland Structure Valuation Teeter Totter Envelope Test List Builder Production Engagement (4+ months) Module three Focus on the following Value Builder Drivers  Scalability Finder Customer Score Monopoly Control Hub & Spoke Meet Your Instructors Roger Knecht, President of UAC Roger helps accounting professionals have the premier accounting firm in their area by equipping you with the skills to offer quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits, and build the value of their business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures. Robyn Mons, Certified Life CoachRobyn helps business professionals learn how to manage their brains so they can create desired results in their lives and in their businesses. As an entrepreneur herself, she understands the challenges that come with balancing work and life and the mental blocks that keep you from taking action. Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage it is the most important thing you can do to create the lasting results you want in your life, including your business. Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible. Her greatest joy is to watch her clients blow their own minds and fulfill their potential. What People Are Saying https://youtu.be/egab9Ka4-L4 arrow-icon-size3 Enroll Today More Courses Get Certified Profit & Growth Expert™ This proven system empowers you to offer consultative accounting services as a valuable addition to traditional bookkeeping, accounting, and tax work. Learn the step by step process to help your clients turn a profit and empower yourself to serve as their Profit & Growth Expert™.? Profit & Growth Expert™ 10 Modules- 40 hours View Course Get Certified Profit First Professional™ This certification is a must-have for any professional who consults with business owners. As their trusted profitability advisor, you become an integral part of your client’s success. By following our process outlined in Profit First™ Professional module, you can be certain that you will help them succeed. ?? Profit First Professional™ 2-Day LIVE Workshop - 20 hours View Course ### Value Builder Certified Value Builder™ Certified Earn your Certified Value Builder™ designation and create a predictable recurring revenue stream for your firm   Learn More 16 Lessons 16 Videos Advanced Skill Level 8:00h Duration English Language The Value Builder Certified Experience https://youtu.be/ZJxCE-TsHj8 What You'll Learn Course Description Modules Resources Your Instructors Reviews Enroll Share This Class: What You'll Learn PREREQUISITE: Enrollment in the Profit & Growth Expert program which includes the Introduction to the Value Builder program:  The Value Builder System is designed to create a additional value added service to your traditional accounting services as a business consultant. Future enrollment in SmartStart (RocketLaunch, and CoachMaster) directly with The Value Builder System™ to become certified is encouraged. Earn your certified Value Builder™ designation and create a recurring revenue stream for your accounting firm. The Value Builder System is designed to provide you with a valuable skill set to add to your list of accounting services. As a Certified Value Builder, you’ll have access to a suite of marketing resources to help you stand out as a premier accounting firm. You’ll also have access to Practice Builder, our free one-on-one training program designed to kick start the growth of your value-building business. This self-paced course was created online so that you can learn when it is most convenient for you. If you have thirty minutes to spare between meetings, you can work through a module. With only 16 modules of training to complete, you can become a Value Builder in no time. Course Description Course Overview 16 Lessons With Training Videos Interactive Sessions With Exclusive Bonus Content Clock Hours: 8 Online Access, Anywhere, Anytime Related Coaching & Support The Opportunity To Certify Your Skills The VB designation provides you with following: Real-life, hands-on training in multiple industries using video instruction that you can do at your own pace. Proven skills in business consulting and coaching Increase in your personal value to your company or clients Advance your career and potentially increase your earnings so that you can get paid what you are worth An assigned coach who will help you as you need for the next 12 months Discounts for UAC VB students off the $1995 ticket to attend the Live VB training offered at various locations in the US and Canada (for registered VB students (Ask for details of where and when the next training is.) There is an ONGOING LICENSEE FEE to receive continued access to the Value Builder lead warming / nurturing tool and coaching. Your Enrollment Includes Place “VB” after your name, distinguishing you from other business coaches and consultants An Orientation Counselor to help you get set up and through the training An Academic Coach to learn the material and help with related real world questions Convenient At Home Learning This program is delivered through easy-to-follow instructional videos and workbooks. You’ll have the flexibility to complete the courses on your own time, in a way that fits your life. Even though you may be training from the comfort of home, you are far from on your own. You’ll have access to the support of knowledgeable accounting coaches and mentors who have their own successful accounting firms along with other experienced accounting professionals. Modules Module 1: The Value Builder System Overview Coaching Philosophy How To Run A Meeting Module 2: The Value Builder Assessment Key Driver 1: Financial Performance Key Driver 2: Growth Potential Key Driver 3: The Switzerland Structure Key Driver 4: The Valuation Teeter Totter Key Driver 5: Recurring Revenue Key Driver 6: Monopoly Control Key Driver 7: Customer Satisfaction Key Driver 8: Hub & Spoke Module 3: The Owner's Trap The Scalability Trifecta Module 4: The Customer Score Dependency Score Module 5: How a Company's Growth Rate Impacts Its Value Toggle Content Module 6: The Automatic Customer LTV:CAC Calculation The LTV:CAC Calculator Tool Module 7: The Monopoly Control The Positioning Planner tool Module 8: How To Get "Discretionary Effort" from Employees The Hub & Spoke Module Module 9: How Dependencies Impair Value The Switzerland Structure Module 10: The Customer Score 6 Months Later Toggle Content Module 11: How Cash Flow Impacts Valuation The Valuation Teeter Totter tool Module 12: Why Your Client Needs a Shortlist The Short List Builder Module 13: Starting With Why The Importance of Getting To Why The Envelope Test Module 14: Turning On and Configuring a Value Builder Engagement How To Use a Value Builder Engagement For a Client Module 15: How To Use a Value Builder Engagement For a Client Toggle Content Module 16: Marketing Materials Available To You Toggle Content Resources The Total Team License includes the following (Please note that in order to access the full set of tools included in the Total License, an advisor must pass the Certified Value Builder™ exam at the end of the on-line training program.) The Value Builder™ Questionnaire The Value Builder™ Assessment Reports Scenario Planning Join our online community of collaborative professionals who support each other’s success while championing entrepreneurial financial health from the inside out. Our Facebook Forum is our private, members-only page. It is actively monitored and support by both the staff at HQ and your fellow PFP members. The Value Builder™ Engagement Toggle Content The Nurture Cycle Toggle Content The Learning Center Toggle Content Events Online & Live, the opportunity to attend the LIVE VB training will be available for an additional cost. Please contact UAC for details. Marketing Assets Each licensee will receive training from the Customer Success team and will be assigned a dedicated Customer Success Manager. No Travel Costs Toggle Content No Time Away From The Office. Toggle Content Meet Your Instructors John Warrillow, Instructor Toronto-based John Warrillow is your instructor and the author of The Automatic Customer: Creating a Subscription Business in Any Industry. He is also the founder of a subscription based business The Value Builder System. John Warrillow has more than 20 years of research experience into the small and medium business market. As the founder of The Value Builder System, a cloud-based assessment tool that business owners use to assess the “sellability” of their company, he has helped more than 47,000 business owners to improve company value by up to 71 per cent. Named one of the “Top Ten Business-To-Business Marketers” by B2B Marketing, John’s expertise ranges from entrepreneurship, sellability, and the benefits of subscription-based marketing to build — and sustain — success. Laura Ferguson, Value Builder Director of Customer Success Laura Ferguson holds a Bachelor of Arts from McMaster University as well as a Certificate in Human Resources. With a decade of experience in training, onboarding and customer satisfaction, Laura looks forward to helping make your use of The Value Builder System™ a success. Laura’s responsibilities include: training new advisors on our platform, questions about the portal, best practices for sales/marketing and to brainstorm the most effective ways of leveraging The Value Builder System™ in your business. John Tom, Value Builder Business Coach John has coached and consulted clients in over 20 countries, working with reputable hotel chains like Marriott International, Hilton Worldwide & Accor. As a Customer Success Manager at The Value Builder System™ he brings global best practices building value and developing a plan to help enable your business to thrive. John received his Bachelor of Business Management from Western Sydney University and also earned his Marketing Diploma. John is an identical twin based out of Toronto, enjoys reading on the beach and yoga. Roger Knecht PB, VB, and President of UAC After using the Value Builder system Roger had helped to grow Universal Accountings business consulting services (Universal Business Builder, a division of Universal Accounting Center) to work with owners of various industries. He’s seen companies go from being in the RED, to being “in the BLACK,” as well as going to market and being sold. Roger is your coach to help you apply these principles within your own business as well as help you marketing, enroll and fulfill these services with your business clients. It’s time to apply these principles within your business AND provide these services to your clients. Become a certified Value Builder provider. What People Are Saying   Enroll Today More Courses Get Certified Profit & Growth Expert™ This proven system empowers you to offer consultative accounting services as a valuable addition to traditional bookkeeping, accounting, and tax work. Learn the step by step process to help your clients turn a profit and empower yourself to serve as their Profit & Growth Expert™.? Profit & Growth Expert™ 10 Modules- 40 hours View Course Get Certified Profit First Professional™ This certification is a must-have for any professional who consults with business owners. As their trusted profitability advisor, you become an integral part of your client’s success. By following our process outlined in Profit First™ Professional module, you can be certain that you will help them succeed. ?? Profit First Professional™ 2-Day LIVE Workshop - 20 hours View Course Let's Talk To learn more about or enroll in one of the expert programs offered at Universal Accounting Center® click below to contact us. Contact Us Facebook Twitter Youtube Linkedin Copyright 2022 © All Rights Reserved. View Our Privacy Policy ### Profit First Professional Profit First Professional™ This certification is a must-have for any professional who consults with business owners   Learn More 3 Lessons 2 Day Workshop Advanced Skill Level 20:00h Duration English Language The Profit First Experience https://youtu.be/QR5PVEY9H2U What You'll Learn Course Description Modules Resources Your Instructors Reviews Enroll Share This Class: What You'll Learn PREREQUISITE: Enrollment in the Profit & Growth Expert program which includes the Implementation of Profit First program: When you become a certified Profit First Professional™, you’ve taken another step in your career to stand out. It is a must-have for any professional who consults with business owners. As their trusted profitability advisor, you become an integral part of your client’s success. ??By following the process outlined in the Profit First™ Professional module, you can be certain that you will help them succeed. This certification program is facilitated by the Profit First Headquarters partners. They are experienced and committed to your success as an accounting professional, They will help you apply proven strategies in your business as well as with your clients. Course Description Course Overview 2 Day Workshop and Training Video Lessons Manuals with exclusive bonus content Clock Hours: 20 The Opportunity To Certify Your Skills Related Coaching & Support Leveraging Profit First Ever since Mike Michalowicz became a full-time author in 2008 he has been labeled as one of the top thought leaders for small business growth. His book, Profit First, has been the most successful and popular of all his books. This means there are: Entrepreneurs who are already familiar with Profit First and want your help. Entrepreneurs who you can make aware of Profit First who will instantly find how powerful the information in Profit First is. An estimated 30,000 implementations of Profit First by small businesses already. In other words, it is a proven system. Benefits of Profit First When prospecting, you will instantly be able to create better leads by leveraging the Profit First brand. We will support you in converting leads into clients. As a trusted third party expert, any leads you generate by leveraging your affiliation to Profit First will know that you are an integral part of the brand. Every time we, a fellow PFP, or you market Profit First, the awareness grows. You are being marketed even when you are not marketing. Profit First Launch: This mandatory 2-day event will help you best understand and integrate Profit First within your company and clients. Upon enrollment, you will pick a convenient date for you to attend the event (personal travel arrangements & accommodations are not provided). Prior to your arrival, you will work with your personal coach and mentor to prepare for the training. (ALSO, join us out the next ProfitCon – the conference for everyone eager to be on the cutting edge of the accounting profession. Contact UAC for discount tickets.) Your Enrollment Includes An Orientation Counselor to help you get set up and through the training Unlimited Profit First support every step of the way to attract high-quality clients who are eager to implement the proven Profit First system. https://youtu.be/lVAI9YmUFSo Modules Profit First Launch: This mandatory 2-day event will help you best understand and integrate Profit First within your company and clients. Upon enrollment, you will pick a convenient date for you to attend the event (personal travel arrangements & accommodations are not provided). Prior to your arrival, you will work with your personal coach and mentor to prepare for the training. Profit First Professional CORE training and guidance Guidance on how to integrate the simple yet powerful Profit First methodology into your existing services to make you stand head and shoulders above the competition. Profit First Certification After attending the 2-Day LIVE Workshop, this program is designed to take six months to complete. It will require approximately 12- 15 hours a month.  Although the system is typically completed in six months, the training can be completed within two to three months. (Profit First Professional is a membership organization associated with a very strong brand and is renewed directly yearly with Profit First Professional directly) Resources Done-For-You Templates And Marketing Materials These ready-made materials are available for your website, presentations, live workshops, email and more.  By being part of the Profit First Professionals family, you immediately have a distinct brand position. Distinctive Profit First Certification Logo For Your Website These logos and promotional materials to immediately brand you as a top-notch service provider. Online Community Join our online community of collaborative professionals who support each other’s success while championing entrepreneurial financial health from the inside out. Our Facebook Forum is our private, members-only page. It is actively monitored and support by both the staff at HQ and your fellow PFP members. Meet Your Instructors Mike Michalowicz, Creator and Instructor By his 35th birthday, Mike had founded and sold two multi-million dollar companies. Mike is the creator of Profit First, which is used by hundreds of thousands of companies across the globe to drive profit. Today, Mike leads two new multi-million-dollar ventures, as he tests his latest business research for his books. He is a former small business columnist for The Wall Street Journal and business makeover specialist on MSNBC. Mike is a popular main stage keynote speaker on innovative entrepreneurial topics; and is the author of Fix This Next, Clockwork, Profit First, Surge, The Pumpkin Plan and The Toilet Paper Entrepreneur. Ron Saharyan, Instructor and Implementation Coach Ron and Mike Michalowicz debated how to help businesses that were seeking financial fortitude. Mike had the fix: Profit First. Ron had the plan: Profit First Professionals. After their twelve-minute discussion the decision was clear, the Profit First Professionals organization was to be created. Having built multiple companies in the staffing industry, Ron leads our membership of world-class accountants, bookkeepers and business coaches who guide entrepreneurs to the highest degrees of profitability. Ron has over 15 years of experience in managing organizational growth, is a thought leader in business cash flow management and is a popular speaker on the topic of, you guessed it, profit. Erin Moger, Implementation Coach Erin has degrees in marketing and accounting. Her passion is helping small businesses succeed. Erin has been with Profit First Professionals for the entirety of her career. As a specialist in the Profit First proprietary cash flow tools, branding, and marketing materials, Erin is the “go-to” expert on our team. She supports the implementation of Profit First with accountants, bookkeepers, and coaches. When it comes to giving our members the advantage over the competition, you couldn’t be in better hands. Roger Knecht PB, VB, and President of UAC After using the Value Builder system Roger had helped to grow Universal Accountings business consulting services (Universal Business Builder, a division of Universal Accounting Center) to work with owners of various industries. He’s seen companies go from being in the RED, to being “in the BLACK,” as well as going to market and being sold. Roger is your coach to help you apply these principles within your own business as well as help you marketing, enroll and fulfill these services with your business clients. It’s time to apply these principles within your business AND provide these services to your clients. Become a certified Value Builder provider. What People Are Saying https://youtu.be/IWKJy7o-_84 Enroll Today More Courses Get Certified Profit & Growth Expert™ This proven system empowers you to offer consultative accounting services as a valuable addition to traditional bookkeeping, accounting, and tax work. Learn the step by step process to help your clients turn a profit and empower yourself to serve as their Profit & Growth Expert™.? Profit & Growth Expert™ 10 Modules- 40 hours View Course Get Certified Value Builder™ Certified Earn your Certified Value Builder™ designation and create a predictable recurring revenue stream for your firm. As a Certified Value Builder, you’ll have access to a suite of marketing resources designed to help you kick start the growth of your value-building practice. Value Builder™ Certified 16 Modules - 14 hours View Course Let's Talk To learn more about or enroll in one of the expert programs offered at Universal Accounting Center® click below to contact us. Contact Us Facebook Twitter Youtube Linkedin Copyright 2022 © All Rights Reserved. View Our Privacy Policy ### Profit & Growth Expert Profit & Growth Expert™ This proven system empowers you to offer consultative accounting services as a valuable addition to traditional bookkeeping, accounting, and tax work. arrow-icon-size3 Learn More 10 Lessons 169 Videos Advanced Skill Level 40:00h Duration English Language Become a Profit & Growth Expert https://youtu.be/TfW1kNubl_Q What You'll Learn Course Description Modules Your Instructors Reviews Enroll Share This Class: What You'll Learn Profit & Growth Expert™ is a unique designation within the accounting profession. It demonstrates proficiency in the skills necessary to offer quality accounting services. This program will help you build a premier accounting firm. You will create a business plan and work with your assigned business coach to identify and implement proven marketing strategies that are both effective and inexpensive. You will learn how to sell, price and market your services to your ideal clients. Course Description Course Overview 169+ Video Lessons Two Manuals with exclusive bonus content Clock Hours: 40 Online Access, Anywhere, Anytime Related Coaching & Support The Opportunity To Certify Your Skills Your Enrollment Includes An Orientation Counselor to help you get set up and through the training An Academic Coach to learn the material and help with real-world questions A Marketing Coach to help you apply our proven turnkey business plan to find and engage with your ideal clients as you start and build your business. Upon completion of the program, you’ll have the opportunity to speak with your assigned Marketing Coach and during our Marketing Implementation Session This will be a one-on-one discussion to develop your business plan and a clear marketing strategy to get you the clients you need. Convenient At Home Learning This program is delivered through easy-to-follow instructional videos and workbooks (over 600 pages of instruction and reference materials). You’ll have the flexibility to complete the courses on your own time, in a way that fits your life. Even though you may be training from the comfort of home, you are far from on your own. You’ll have access to the support of knowledgeable accounting coaches and mentors who have their own successful accounting firms along with other experienced accounting professionals. https://www.youtube.com/watch?v=tHw64mgJsQw&feature=youtu.be Modules Module 1: "In the BLACK" – nine principles to make your business profitable Accounting is the primary source of financial data in a business. In this module you will learn how to use this data through the use of reports and statistical analysis to help your clients and become their trusted strategic advisor. Module 2: “Red to BLACK” – A Small Business Accountant’s Guide to Quick Turnarounds Learn the steps necessary to quickly transform a financially troubled business into a profitable venture. Module 3: Strategic Selling Apply a proven sales process to work the leads you have with confidence. Module 4: The Universal Practice Builder Program Learn the proven strategies to effectively and inexpensively market your services in order to obtain the leads you need to grow your business. This system will give you the skills required to move them through a sales funnel. Implementation of Profit First Understand the application of Profit First as taught by Mike Michalowicz (author, speaker and business guru) with instruction by Roger Knecht with an emphasis on business coaching accounting clients.  Introduction to Value Builder Understand the 8 Drivers, taught by John Warrillow (author, speaker, and business expert) with instruction by Roger Knecht to apply with business owners. Meet Your Instructors Roger Knecht, President of UACAs one of your instructors, Roger Knecht will help you understand how you can go beyond traditional accounting services to offer valuable consultative assistance as a certified Profit & Growth Expert. You’ll learn the Universal Business Module in order to address the most common issue facing business owners; cash flow management. You’ll gain the confidence to effectively market and sell your services and learn how to make profit a priority within your business. Allen Bostrom, CPAAllen was the President and CEO of Universal Accounting from 1979 to 2014, when he was given the opportunity to expand his interest in helping accountants become better business consultants, and a stronger support for their employers and small business clients. Since that time, he has trained tens of thousands of accountants, bookkeepers, and tax preparers in practice and client management techniques and strategies. What People Are Saying https://youtu.be/efWC3s1aIh8 arrow-icon-size3 Enroll Today More Courses Get Certified Profit First Professional™ This certification is a must-have for any professional who consults with business owners. As their trusted profitability advisor, you become an integral part of your client’s success. By following our process outlined in Profit First™ Professional module, you can be certain that you will help them succeed. ?? Profit First Professional™ 2-Day LIVE Workshop - 20 hours View Course Get Certified Value Builder™ Certified Earn your Certified Value Builder™ designation and create a predictable recurring revenue stream for your firm. As a Certified Value Builder, you’ll have access to a suite of marketing resources designed to help you kick start the growth of your value-building practice. Value Builder™ Certified 16 Modules - 14 hours View Course ### Virtual Bookkeepers Roadmap Virtual Bookkeepers Roadmap™ The Virtual Bookkeeping Business Roadmap gives you the basics of building a solid foundation for your business   Learn More 3 Lessons 3 Videos Advanced Skill Level 9:00h Duration English Language The Virtual Bookkeeper's Roadmap Experience https://youtu.be/zw_uynORDzc What You'll Learn Course Description Modules Resources Your Instructors Reviews Enroll Share This Class: What You'll Learn We offer The Virtual Bookkeeper’s Roadmap™program to help ensure that you know how to work efficiently and profitably. This course was created by Veronica Wasek, CPA, to teach the best practices when it comes to back-office workflow. If you have the clients you need, but find yourself doing any of the following things, then this program is for you. Working too many hours to take care of your clients Not having time for yourself, for family and friends Honestly can’t remember when your last vacation or holiday was Course Description Course Overview Video Lessons & Instruction Manuals with exclusive bonus content Clock Hours: 20 Online Access, Anywhere, Anytime Related Coaching & Support The Virtual Bookkeepers Roadmap program includes: The Virtual Bookkeeping Business Model with all the basics of building a solid foundation for your business. A Practice Management Coach to support and help Start/Build a Professional Bookkeeping Service. A full list of technology used by Veronica’s company. This is a great way to identify, find, and evaluate essential apps for your business. For example, you'll see demonstrations on how to effectively use Asana and Zapier. Pricing, payment and billing strategies to get paid upfront for all services. This includes marketing to attract clients and processes to turn them from leads into prospects, a sample client service agreement or engagement letter. Client onboarding workflows and best practices. As part of this you’ll receive client onboarding checklist, flowcharts, scripts, and meeting agendas. How to manage client work status and due dates. You will learn how to build a knowledge capital library so your business is not dependent on you or your employees’ knowledge. Document management with proven strategies for maximizing your productivity. Lessons from Veronica’s personal journey. She’ll share what has worked for her and what hasn’t worked. You can expect action plans for every lesson, so you can implement what you’ve learned in the course in your business. Monthly group calls which will include more mentoring and presentations on specific topics in addition to Q&A. Your Enrollment Also Includes At Universal Accounting Center, we pride ourselves in the fact that our programs are designed to help you be in business for yourself but not by yourself. With each program you are assigned a coach to help you apply the principles you learn in your business. You will also be invited to our private Facebook group where you can interact with a community of bookkeepers and accountants committed to growing successful practices. Here you can ask questions, share your challenges, and learn from others' success. Your membership in this exclusive Facebook group also entitles you to a monthly group Q&A where you can get answers to your most pressing questions directly from Veronica Wasek. Convenient At Home Learning This program is delivered through easy-to-follow instructional videos and workbooks . You’ll have the flexibility to complete the courses on your own time, in a way that fits your life. Even though you may be training from the comfort of home, you are far from on your own. You’ll have access to the support of knowledgeable accounting coaches and mentors who have their own successful accounting firms along with other experienced accounting professionals. Modules Introduction to the course Resources Sample Monthly Credit Card/ACH Form Sample Bookkeeping Service Packages Toggle Content Monthly Bookkeeping Calendar Toggle Content 5 Monthly Bookkeeping Tasks You Should Be Performing For Every Client Toggle Content Sample Bookkeeping Project Templates And Workflows Toggle Content Monthly Bookkeeping Review Checklist And Workflows Toggle Content A Demonstration Of How Veronica Reviews Her Client’s Books (Self-review And Manager Review) Toggle Content Sample Document Management File Structure Toggle Content Team Collaboration Meeting Agendas Toggle Content Meet Your Instructors Veronica Wasek, (CPA) Veronica is the founder and CEO of VM Wasek, a successful cloud accounting and bookkeeping business. She is also the founder of 5 Minute Bookkeeping. She’s been named a Top 10 QuickBooks ProAdvisor (worldwide) and a Top Accounting Influencer. Veronica is a member of Intuit Corporation’s exclusive Trainer/Writer network. Veronica’s goal is to help bookkeepers and accountants minimize time and effort spent on bookkeeping and maximize profits. As much as she loves accounting and bookkeeping, she loves teaching even more. Veronica is excited to share her knowledge and experience with you, so you can build a thriving practice without the guesswork. What People Are Saying https://youtu.be/6vdtOn9A044 Enroll Today More Courses Get Certified Professional Bookkeeper™ The Professional Bookkeeper™ Certification Program was created to meet the high industry demand for qualified bookkeeping and accounting professionals. Completion of this program is your first step to accelerate your accounting and bookkeeping career? Professional Bookkeeper™ 4 Modules - 30 hours View Course Get Certified QuickBooks Specialist™ This training course is designed to teach anyone how to use QuickBooks™. Mastering QuickBooks™ can help you improve your standing with a current employer or enhance your practice by adding setup, consultation, and help services to your menu. QuickBooks Specialist™ 4 Modules - 60 hours View Course ### Online Tax Preparation Training Professional Tax Preparer™ Universal Accounting®’s Professional Tax Preparer™ program will teach you line by line how to complete individual and business returns Learn More 4 Lessons 217 Videos Intermediate Skill Level 62:00h Duration English Language Online Tax Preparation Training Experience https://youtu.be/2txhksFoZo8 What You'll Learn Course Description Modules Your Instructors Reviews Enroll Share This Class: What You'll Learn What better service to complement accounting than Online Tax Preparation Training? Line by line, Universal Accounting®’s Professional Tax Preparer™ program will teach you how to complete individual and business returns so that you can either prepare taxes on the side, or start your own full-time tax business. As a certified Professional Tax Preparer™ you’ll be trained and tested to provide the quality services expected from a tax preparer. By mastering this one skill you can increase your income by approximately $100+ per hour.So, if you're looking to maximize your income and excel in the field of tax preparation, investing in a tax preparation certification is a smart choice. Start your journey towards success by enrolling in a reputable tax preparation certification program today. Course Description Course Overview 217 Video Lessons Four Manuals With Exclusive Bonus Content Clock Hours: 62 Online Access, Anywhere, Anytime Related Coaching & Support The Opportunity To Certify Your Skills Your Enrollment Includes The opportunity to become certified as a Professional Tax Preparer and use the (PTP) designation upon qualification. An Orientation Counselor to help you get set up and through the training An Academic Coach to learn the material and help with real-world questions A Marketing Coach to help you apply our proven turnkey business plan to find and engage with your ideal clients as you start and build your business. Upon completion of the Online Tax Preparation Training program, you’ll have the opportunity to speak with your assigned Marketing Coach and during our Marketing Implementation Session This will be a one-on-one discussion to develop your business plan and a clear marketing strategy to get you the clients you need. Convenient At Home Learning The Professional Tax Preparer™ Program offers a comprehensive tax courses online that consists of 62 hours of training. Our program provides all the necessary books and worksheets, totaling over 600 pages of instructional and reference materials. Engaging and entertaining, our Online Tax Preparation Training course allows you the flexibility to study at your own pace, fitting seamlessly into your busy life. Taught by experienced accounting workshop professionals, our instructors offer practical advice on tax issues based on their own firsthand experiences. They understand the challenges you'll encounter and provide real-world solutions to boost your productivity and profitability. With a combination of instructional videos and workbooks, our tax courses online equip you with the knowledge and skills needed to excel in the field. Enroll today at Universal Accounting to gain the edge in your tax preparation career. https://youtu.be/B3Zs942QSSQ Modules Module 1: Establishing The Tax Foundation Module 1 acts as an introduction to Tax Preparation. It will instruct you in the nuts and bolts of preparing the most common types of Tax Returns. Learning this material will not only give you a solid foundation in your understanding of the process of preparing business tax returns, but is also very helpful in aiding you when preparing individual tax returns. Module 2: Becoming the 1040 Expert Module 2 of the Professional Tax Preparer™ Program deals with the background information and forms that go into preparing Page 2 of a 1040. We will also discuss all the adjustments that can be made to adjusted gross income, including the credits that are allowed and different types of deductions and exemptions that can be taken against that adjusted gross income number. Module 3: Profitable Business Returns Module 3 introduces you to the world of business organizations and their tax concerns. This module is a practical companion to Module 2, as it gives you experience in completing each of the schedules and forms common to business organizations. You will learn tax concepts in accounting, elements of business financial statements, and how to report gain and loss on dispositions of business property. Module 4: Building a Successful Tax Practice ng a Successful Tax Practice Module 4 has been developed to give you the turnkey process necessary to build a successful tax business. This includes proven marketing strategies, pricing, client interviewing for tax planning and preparation and much more. Universal Accounting Center will help you get your businesses running profitably in weeks, not months. The skills and strategies presented in Module 4 of the Professional Tax Preparer™ Program are the result of years of experience in running a profitable tax preparation business. Meet Your Instructors Allen Bostrom, CPA Allen was the President and CEO of Universal Accounting from 1979 to 2014, when he was given the opportunity to expand his interest in helping accountants become better business consultants, and a stronger support for their employers and small business clients. Since that time, he has trained tens of thousands of accountants, bookkeepers, and tax preparers in practice and client management techniques and strategies. Bill Brough, MBA, EA, Academic & Firm Coach Bill came to the world of ledgers and tax returns by an unlikely route. He majored in music, and spent time as a songwriter in Los Angeles. To help make ends meet for his young family, Bill started a small part time business in 1988. He quickly discovered that he actually enjoyed running a business, which required him to learn how to keep the books. This led to Bill earning an MBA in finance and accounting. Bill was hired by Universal Accounting Center to teach their unique bookkeeping and tax preparation courses. He is the lead writer and editor for Universal Accounting’s Professional Tax Preparer course. Having worked several seasons as an experienced tax professional for H&R Block, Bill also started his own thriving bookkeeping, accounting and tax preparation business. Adam Syvock, Academic Coach Adam works with students regarding questions about curriculum and real-world accounting situations. Adam is a graduate of Universal Accounting’s PB program himself, and also holds a bachelor's degree in accounting from the University of Wisconsin-Milwaukee. In addition, Adam also uses his skills as a profit and growth expert to run his own accounting practice. He is also QuickBooks Certified and is working towards his Enrolled Agent (EA) designation. Rick Howard, Structured Power Coaching As a business coach, Rick has been instrumental in the development of our structured coaching program for students. He helped develop the Universal Practice Builder course, and worked directly with students when field testing the principles and practices for attracting and converting clients into new engagements. Rick has worked with accounting professionals throughout the United States and Canada on how to start and grow their own successful accounting practices. What People Are Saying Enroll Today More Courses Get Certified Professional Bookkeeper™ The Professional Bookkeeper™ Certification Program was created to meet the high industry demand for qualified bookkeeping and accounting professionals. Completion of this program is your first step to accelerate your accounting and bookkeeping career? Professional Bookkeeper™ 4 Modules - 60 hours View Course Get Certified QuickBooks Specialist™ This training course is designed to teach anyone how to use QuickBooks™. Mastering QuickBooks™ can help you improve your standing with a current employer or enhance your practice by adding setup, consultation, and help services to your menu. QuickBooks Specialist™ 4 Modules - 30 hours View Course ### Quickbooks Specialist QuickBooks Specialist™ Universal's Accounting® training course is designed to teach anyone how to use QuickBooks™ Learn More 4 Lessons 81 Videos Intermediate Skill Level 30:00h Duration English Language The QuickBooks Specialist Experience https://youtu.be/m0XiOduV4Iw What You'll Learn Course Description Modules Your Instructors Reviews Enroll Share This Class: What You'll Learn The QuickBooks Specialist™ is the Professional Bookkeeper’s Guide to QuickBooks. It is designed to teach anyone how to use QuickBooks with confidence. Whether or not you consider yourself a bookkeeping professional, this course is for you. Over 80% of small businesses use Intuit’s QuickBooks accounting software. Mastering QuickBooks can help you enhance your standing with a current employer or enhance your practice by adding setup, consultation, and help services to your menu. Course Description Course Overview 549 QBD Video Lessons 236 QBD Video Lessons Clock Hours: 40 Manuals With Exclusive Bonus Content Designed To Be Done In 3 to 5 Weeks Online Access, Anywhere, Anytime Related Coaching & Support Opportunity to Certify Your Skills Your Enrollment Includes An Orientation Counselor to help you get set up and through the training An Academic Coach to learn the material and help with real-world questions A Marketing Coach to help you apply our proven turnkey business plan to find and engage with your ideal clients as you start and build your business. The training also includes: How QuickBooks Works in Your World – Master QuickBooks software from A-Z, Customers & Sales – The Sales Cycle. Vendors and Bills: The Buying Cycle, and Mastering Advanced QuickBooks Topics Convenient At Home Learning This program is delivered through easy-to-follow instructional videos and workbooks (over instruction and reference materials). You’ll have the flexibility to complete the courses on your own time, in a way that fits your life. Even though you may be training from the comfort of home, you are far from on your own. You’ll have access to the support of knowledgeable accounting coaches and mentors who have their own successful accounting firms along with other experienced accounting professionals. workbooks (over 600 pages of instruction and reference materials). Modules Module 1: How QuickBooks Works Insert Description Module 2: Accounting 101 Insert Description Module 3: QuickBooks Accounting 101 Insert Description Module 4: Mastering Navigation Basics Insert Description Module 5: Getting Help and Finding and Correcting Mistakes Toggle Content Module 6: Setting Up a New Company Toggle Content Module 7: Modifying and Setting Preferences Toggle Content Module 8: Introduction To Reporting Toggle Content Meet Your Instructors Ken Bostrom, Color Accounting Expert Ken Bostrom has been an instructor, coach, and officer at Universal Accounting Center for nearly three decades. He has seen Universal Accounting Center grow from a small local brick-and-mortar accounting training school to an international provider of cutting edge, online certification training for accounting professionals. Ken is the author behind our Professional Bookkeeper’s Guide to QuickBooks, as well as its annual updates. You could say Ken wrote the book on how to use QuickBooks to get more done in less time and how to become a Profit and Growth Expert. He is a certified Color Accounting instructor, QuickBooks Specialist, and a QuickBooks Pro Advisor. Adam Syvock, Academic Coach Adam works with students regarding questions about curriculum and real-world accounting situations. Adam is a graduate of Universal Accounting’s PB program himself, and also holds a bachelor's degree in accounting from the University of Wisconsin-Milwaukee. In addition, Adam also uses his skills as a profit and growth expert to run his own accounting practice. He is also QuickBooks Certified and is working towards his Enrolled Agent (EA) designation. What People Are Saying Enroll Today More Courses Get Certified Professional Bookkeeper™ The Professional Bookkeeper™ Certification Program was created to meet the high industry demand for qualified bookkeeping and accounting professionals. Completion of this program is your first step to accelerate your accounting and bookkeeping career? Professional Bookkeeper™ 4 Modules - 60 hours View Course Get Certified Professional Tax Preparer™ Tax preparation skills will always be in demand. Thats why Universal Accounting®’s Professional Tax Preparer™ program will teach you line by line how to complete individual and business returns so that you can either prepare taxes on the side or start your own full-time tax business. ? Professional Tax Preparer™ 4 Modules - 62 hours View Course ### Bookkeeping Certification Bookkeeping Certification For Professional The Professional Bookkeeping certification & training was created to meet the industry demand for qualified, small business, bookkeeping professionals arrow-icon-size3 Learn More 4 Lessons 81 Videos Intermediate Skill Level 60:00h Duration English Language The Professional Bookkeeper Experience https://youtu.be/Osij4D_FH2o What You'll Learn Course Description Modules Your Instructors Reviews Enroll Share This Class: What You'll Learn The Professional Bookkeeping Certification Program was created to meet the high industry demand for qualified small business bookkeeping and accounting professionals. Completion of this program is your first step to accelerate your accounting and bookkeeping career. The Professional Bookkeeper™ designation is representative of a person proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses. Bookkeeping training demonstrates the accountant’s expertise and commitment to providing quality service for their employer or client.If you’re looking to become a bookkeeping certification professional who specializes in small to mid-sized businesses, or you’re interested in earning the credentials it takes to advance in your current career, you owe it to yourself to check out Professional Bookkeeping Certification. Course Description For Online Bookkeeping Training Course Overview 81 Video Lessons Four Manuals With Exclusive Bonus Content Clock Hours: 60 Online Access, Anywhere, Anytime Related Coaching & Support The Opportunity to Certify Your Skills Your Enrollment Includes The opportunity to become certified as a Professional Bookkeeper and use the (PB) designation upon qualification. An Orientation Counselor to help you get set up and through the training An Academic Coach to learn the material and help with real-world questions A Marketing Coach to help you apply our proven turnkey business plan to find and engage with your ideal clients as you start and build your business. Upon completion of the program, you’ll have the opportunity to speak with your assigned Marketing Coach and during our Marketing Implementation Session This will be a one-on-one discussion to develop your business plan and a clear marketing strategy to get you the clients you need. Convenient At Home Learning This Online Bookkeeping training program is delivered through easy-to-follow instructional videos and workbooks (over 600 pages of instruction and reference materials). You’ll have the flexibility to complete the courses on your own time, in a way that fits your life. Even though you may be training from the comfort of home, you are far from on your own. You’ll have access to the support of knowledgeable accounting coaches and mentors who have their own successful accounting firms along with other experienced accounting professionals. Modules Module 1: Accounting Made Easy Module 1 of the Professional Bookkeeper™ program teaches you the fundamentals of Bookkeeping. Through our hands-on teaching method, you will learn by doing, which ensures that the skills you gain stick with you. As you complete the practice sets in the Professional Bookkeeper™ course, you’ll become familiar with the processes involved in day-to-day Accounting and Bookkeeping tasks. They’ll become second nature to you, enabling you to focus on higher-level responsibilities. Module 2: Practical Small Business Applications Module 2 teaches you how to apply the basic principles from Module 1 to specific industries. You will learn the day-to-day procedures used by businesses each month to record and tabulate their finances. You will also learn to set up books from scratch, preparing all of the ledgers and journals needed to do full service Accounting for your paying clients. Module 3: Advancing Your Account-Ability Module 3 will help you set up a complete bookkeeping system in order to manage clients from a variety of sophisticated industries for your business. This module will provide training on the more sophisticated issues associated with creating a set of books from scratch, auditing the results internally, and closing out the books at the end of the year. Module 4: Building A Successful Accounting Service Module 4 is designed to assist you in successfully creating your own professional in-home, or office-based bookkeeping and accounting service. It gives you our turnkey process to start and build a successful accounting business. This includes proven marketing strategies, pricing, client interviewing for budgeting & forecasting and much more. Meet Your Instructors Allen Bostrom, CPAAllen was the President and CEO of Universal Accounting from 1979 to 2014, when he was given the opportunity to expand his interest in helping accountants become better business consultants, and a stronger support for their employers and small business clients. Since that time, he has trained tens of thousands of accountants, bookkeepers, and tax preparers in practice and client management techniques and strategies. Adam Syvock, Academic CoachAdam Syvock, Academic Coach – Adam works with students regarding questions about curriculum and real-world accounting situations. Adam is a graduate of Universal Accounting’s PB program himself, and also holds a bachelor's degree in accounting from the University of Wisconsin-Milwaukee. In addition, Adam also uses his skills as a profit and growth expert to run his own accounting practice. He is also QuickBooks Certified and is working towards his Enrolled Agent (EA) designation. Rick Howard, Structured Power CoachingAs a business coach, Rick has been instrumental in the development of our structured coaching program for students. He helped develop the Universal Practice Builder course, and worked directly with students when field testing the principles and practices for attracting and converting clients into new engagements. Rick has worked with accounting professionals throughout the United States and Canada on how to start and grow their own successful accounting practices. What People Are Saying arrow-icon-size3 Enroll Today More Courses Get Certified Professional Tax Preparer™ Tax preparation skills will always be in demand. Thats why Universal Accounting®’s Professional Tax Preparer™ program will teach you line by line how to complete individual and business returns so that you can either prepare taxes on the side or start your own full-time tax business. ? Professional Tax Preparer™ 4 Modules - 62 hours View Course Get Certified QuickBooks Specialist™ This training course is designed to teach anyone how to use QuickBooks™. Mastering QuickBooks™ can help you improve your standing with a current employer or enhance your practice by adding setup, consultation, and help services to your menu. QuickBooks Specialist™ 4 Modules - 30 hours View Course ### Color Accounting | Online Accounting Training Color Accounting™ Color Accounting™ is designed to make it easier to learn the fundamentals of accounting arrow-icon-size3 Learn More 4 Lessons 60 Videos All Skill Level 9:00h Duration English Language Color Accounting Experience With Online Accounting Training https://www.youtube.com/watch?v=eKygcsWOYOM&feature=youtu.be What You'll Learn Course Description Modules Your Instructors Reviews Enroll Share This Class: What You'll Learn Color Accounting™ is designed to make it easier to learn the fundamentals of accounting. It is an augmentation of the process that you already know. Through the use of diagrams and logical colors, you will see graphically how accounting works. With this online accounting training program, you will learn the language of business and understand how it can be applied to business decisions.? Mark Robilliard, the Co-Founder of Color Accounting™, praised this course for having “all the best attributes of the acclaimed classroom-based workshop, but in the convenience of your own time.” Course Description Course Overview 60+ Video Lessons BASIS Framework™ and self-study materials Clock Hours: 9 Online access, anywhere, anytime Related Coaching & Support What is color accounting Color Accounting is a revolutionary way of quickly and easily understanding financial information in a brilliant self-study workshop format.  You will use diagrams and logical colors to see graphically how accounting actually works in a fun and interactive way. However, keep in mind that this course is in no way a substitute or replacement for traditional accounting.  Interactive Learning With Online Accounting Training We at Universal Accounting fully engage you with story-telling, hands-on teaching, and model building activities when you choose this online accounting training program.  It all happens on your desk and in a vivid diagram of a board in front of you.  You’ll see the accounting model in a whole new way. No boring lectures and no assumptions that you already know the basics.  Convenient At Home Learning Color Accounting™ is a new interactive way of learning about accounting that has aided tens of thousands of students, managers, lawyers, and leaders worldwide. It has had a life-changing impact on their skills, confidence, communication, and success. This program is delivered through easy-to-follow instructional videos and workbooks (over 600 pages of instruction and reference materials). You have the flexibility to complete the online accounting training courses on your own time, in a way that fits your life. https://www.youtube.com/watch?v=jqXOw75xlyk&feature=youtu.be Modules Introduction to the course Color Accounting was initially used as an adult accelerated learning system for corporate education in the workplace.  Neurological research has backed up what Color Accounting practitioners have noticed: that humans respond quicker to conceptual information presented graphically and spatially.  Many examples continue to show that Color Accounting enhances traditional accounting courses. Today our clients range from the smallest business to executive teams of fortune 500 companies. From lawyers, legislators, financial regulators, salespeople, interns, engineers, bankers, entrepreneurs, and of course accountants the benefits of Color Accounting are far-reaching. Module 1: The Foundation of Accounting Literacy Module 2: Accounting Comes Alive Module 3: Financial Storytelling & Analysis Meet Your Instructors Mark Robilliard, FCA Mark Robilliard is a Co-founder and American CEO of Color Accounting International. He’s an Aussie who lives in the US and travels across the country to lead seminars on financial statements and business acumen skills, for lawyers, bankers, and business people alike. He is a Fellow of Chartered Accountants Australia New Zealand and was the National Training Manager for KPMG Australia. He has co-authored a number of books, including Accounting Comes Alive: The Color Accounting Parable, and Color Accounting: The New Graphical System That Makes Learning Accounting Easy And Quick. He believes that Accounting Literacy is the under-appreciated foundation upon which all Financial Literacy and Business Acumen should be built. Ken Bostrom, Color Accounting ExpertKen Bostrom has been an instructor, coach, and officer at Universal Accounting Center for nearly three decades. He has seen Universal Accounting Center grow from a small local brick-and-mortar accounting training school to an international provider of cutting edge, online certification training for accounting professionals. Ken is the author behind our Professional Bookkeeper’s Guide to QuickBooks, as well as its annual updates. You could say Ken wrote the book on how to use QuickBooks to get more done in less time and how to become a Profit and Growth Expert. He is a certified Color Accounting instructor, QuickBooks Specialist, and a QuickBooks Pro Advisor. What People Are Saying https://youtu.be/lhdz6txAByU arrow-icon-size3 Enroll Today More Courses Get Certified Professional Bookkeeper™ The Professional Bookkeeper™ Certification Program was created to meet the high industry demand for qualified bookkeeping and accounting professionals. Completion of this program is your first step to accelerate your accounting and bookkeeping career? Professional Bookkeeper™ 4 Modules - 30 hours View Course Get Certified QuickBooks Specialist™ This training course is designed to teach anyone how to use QuickBooks™. Mastering QuickBooks™ can help you improve your standing with a current employer or enhance your practice by adding setup, consultation, and help services to your menu. QuickBooks Specialist™ 4 Modules - 60 hours View Course ### Podcast Building The PremierAccounting FirmPodcast Follow us: Facebook Twitter Youtube Linkedin View All Episodes Subscribe on LinkedIn https://vimeo.com/736682468 GrowCon is an invaluable resource for Owners of Bookkeeping, Accounting, and Tax businesses to connect with the right people, companies, tools, technologies, & resources while delivering powerful presentations and providing the latest and greatest trade secrets to MOVE and GROW your business to success and beyond! Register Now Learn More Requests for Guests Do you know someone that has a story to share that would make a great guest on the podcast? Learn how to be considered. Click to Learn How View Guest Criteria We also welcome suggestions for topics, guests, etc. We look forward to hearing from you. Click the button below to offer some input. Offer Suggestions https://youtu.be/ajyMq0dDNWohttps://vimeo.com/826029480?share=copy Starting the Business Marketing the Business Now Playing Welcome to Building The Premier Accounting Firm Podcast This podcast is dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is a conversation filled with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Stay on the Cutting Edge of the Industry with Building the Premier Accounting Firm Podcast Starting and sustaining a successful accounting business requires a lot of learning and near-constant effort. That’s why Universal Accounting Center President Roger Knecht started the Building the Premier Accounting Firm podcast. Every week, Mr. Knecht sits down with an expert in the accounting field, often owners of their own firms, and takes deep dives into a specific issue business owners face. From leveraging your social media accounts to effectively market your services to clients, to maintaining lasting professional relationships with clients, Knecht taps into his decades of experience in the accounting industry to help you optimize profits at your firm. Mr. Knecht provides timely tips and weekly advice for navigating changes in the industry in each episode. Learn from the best minds in the industry with Roger Knecht. each week by subscribing on LinkedIn, Spotify, Apple Podcasts, Google Podcasts or YouTube. Do You Want More? Check out our library for more podcast arrow-icon-size3 Visit now GIVE US A PHONE CALL FOR QUICK ANSWERS +1 (435) 344 2050 or schedule an appointment at your convenience We look forward to speak with you directly ### Free Resources Free Professional Resources We believe that your success comes first. That’s why we have a variety of free resources available to you. Here you can find access to the tools you need to start your journey today. Follow us: Facebook Twitter Youtube Linkedin https://vimeo.com/868113785?share=copy JUMP TO: Free E-Books Step #1 Step #2 Step #3 Step #4 Step #5 Step #6 Step #7 Step #8 E-Books Get Your FREE Copy Red to Black in 30 Days – Learn the turnkey process to take your clients from "Red to Black" as the Profit & Growth Expert offering proven CFO & Advisory services. In the Black – Learn to MAP your business and address the 3 areas of the company that determine your profit in business. Your Strategic Accountant – Understand the 3 Core Accounting Services you should expect as you run your business. Understand which numbers you need to know to make more informed business decisions. Your Profit & Growth Expert – The business is an asset. Learn the 5 areas of business that need your attention. 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. Red to Black in 30 Days – Learn the turnkey process to take your clients from "Red to Black" as the Profit & Growth Expert offering proven CFO and advisory services.In the Black  – Learn to MAP your business and address the 3 areas of the company that determine your profit in business.Your Strategic Accountant – Understand the 3 Core Accounting Services you should expect as you run your business. Understand which numbers you 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. Step #1 Personal Development Click to Learn More These programs are designed to be versatile – with the idea that people at any phase of their career can learn from the instruction. Time Management Tools – The best way to manage time is to be strategic and deliberate. By managing your time, you can reduce or even eliminate anxiety, increase your productivity, better focus on your priorities and concentrate on the work at hand. Vision Board Training – Beginning with the end in mind. Personal & Family Finance – Learn to have a healthy relationship with money with this 24-part video course. Get out from underneath the pressure of debt by learning to budget, limit expenses, plan ahead and what to do with “extra” money as you find success. Coaching Couples – All too often, couples move into a relationship without discussing important topics that impact their daily lives. As a result, they may find themselves struggling to navigate these issues and wondering why their relationship is challenging. Join us on this journey and learn the essential skills that will help you and your partner thrive. Finding Employment with Confidence – Everyone runs into a dead-end job at some point in their career, right? Well, this course is designed to free you from that feeling and push you onto the career path you desire. Whether you’re hoping to find a new job, apply for a promotion or get a better job, this course will give you skills to negotiate with recruiters to ensure you get paid what you’re worth. Step #2 Professional Development Click to Learn More These programs are designed to be versatile – with the idea that people at any phase of their career can learn from the instruction. Accountrepreneurs Challenge – The healthy merge of your accounting skills and becoming a successful entrepreneur. This is a 90-day challenge to work ON you and your business. Turnkey Business Plan – This free, 4-part video course makes starting an accounting business as simple as turning a key. Universal Accounting President Roger Knecht will teach you how to create a business plan, how to price and market your services, and how to combat negative self-talk and put these plans into action. Fund Your Business in 3 Simple Steps – Join the 8,000 plus Coaches, Consultants, Trainers and B2B professionals/organizations currently offering funding with rates as low as 0% for up to 18 months! We are a partner-centric organization with an ecosystem of creative and innovative funding resources. We aim to be a strategic asset that you and your clients can trust for a powerful financing experience. W-2 & 1099 Opportunities – If you're looking for employment opportunities with a W-2 or looking to work as an independent contractor (1099), then look no further! We're here to help unlock your accounting potential and get the job you deserve. Step #3 Building the Premier Accounting, Bookkeeping, Tax Business Click to Learn More Here, we’re looking at tools specifically designed to empower accounting businesses. Lead Generation & Automation Webinar – Learn to leverage your online presence using automated processes to get the accounting and tax clients you deserve. Building the Premier Bookkeeping, Accounting & Tax Firm Podcast Favorites – This is a collection of some of the audience favorites and select conversations that Roger Knecht has had over the years as he hosts this podcast committed to helping owners of accounting firms offer great services and get paid what they are worth. GrowCon Favorites – Watch the highlight presentations from past GrowCon conferences hearing from the experts as they help us work ON our businesses. Topics range from marketing & sales, pricing to onboarding and tech stacks and so much more. Accounting & Bookkeeping Tips Group – Our business clients benefit and we individually become more confident when we are part of a community. It's time you thrive and give back when you can to help your peers so let's build connections that empower everyone to succeed. Step #4 Resources for Your Success Click to Learn More Universal Accounting Newsletter – Read top tips and trends in the accounting world with our monthly newsletter. Building the Premier Accounting Firm Podcast – Each week, Universal Accounting President Roger Knecht sits down with accounting experts to take a deep dive into the strategies needed to build a sustainable accounting business. Websites for Accounting Professionals – Have an online presence that validates your services to get you the clients you deserve. Get a FREE website to start, or have a website and CRM that works for you built by an accountant for accountants. *Learn more about the value of having both a website & CRM. Virtual Trade Show & Toolbox – Increase productivity, and thus save yourself time and money, with this guide on the best applications available to support and grow your business. Step #5 Join us for GrowCon 2026 Click to Learn More Attend this event uniquely for the owners of bookkeeping, accounting and tax businesses. Hear from the experts, meet and learn from your peers and connect with us at UAC so you can be in business for yourself but not by yourself with Universal Accounting Center. Step #6 Business Resources Get Free E-books Get the information you need to work ON your business. These are thought-provoking books and reports that will help you identify the next steps in your business and the processes to move them forward. It's time you increased the valuation of your company, let's begin with the end in mind and build an asset you really can be proud of. Step #7 The Value Builder Score Get Your Value Builder Score Join 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value. Step #8 Exit your business with no regrets Get Your PreScore Think you're ready to exit your business? Complete the questionnaire and get: 1.) Your Detailed PREScoreTM Report as a measure of your Personal Readiness to Exit your business: this includes a summary of unseen factors that could lead to regret. 2.) The Exit Checklist: A 5-Step Personal Action Plan For A Happy (And Lucrative) Exit From Your Business Free eBook as a gift. It's free and 100% confidential Upgrade your professional toolbelt for free with Universal Accounting Universal Accounting’s mission, at its core, comes down to helping people better understand accounting principles and techniques. This page is designed to teach everyone – from small business owners to accounting novices to veterans of the industry – a useful skill that they can add to their financial utility belt. https://vimeo.com/868864842?share=copy Start Your Journey Today Click the button below and schedule an appointment at your convenience LET'S DISCUSS YOUR FUTURE ### Programs Explore Our Different Programs Color Accounting™Color Accounting™ is designed to make it easier to learn the fundamentals of accounting. Through the use of diagrams and logical colors, you will see graphically how accounting works. As a result, you will learn the language of business and understand its application.? Learn More Professional Bookkeeper™The Professional Bookkeeper™ certification was created to meet the high industry demand for qualified bookkeeping professionals. Completion of this program is your first step to accelerate your accounting and bookkeeping career?. Learn More QuickBooks™ SpecialistThis training course is designed to teach anyone how to use QuickBooks™. Mastering this software can help improve your standing with a current employer. Or it can enhance your practice by adding setup, consultation, and help services to your menu. https://www.youtube.com/watch?v=WDIBSfDSMnM Learn More Professional Tax Preparer™Universal Accounting®’s Professional Tax Preparer™ program will teach you line by line how to complete individual and business returns so that you can either prepare taxes on the side or start your own full-time tax business. Learn More Virtual Bookkeeper's Roadmap™The Virtual Bookkeeping Business Roadmap gives you the basics of building a solid foundation for your business. It ensures that you are working efficiently and profitably by providing you with the best practices when it comes to the back-office workflow. Learn More Profit & Growth Expert™Our proven system empowers individuals to offer consultative services as a valuable addition to traditional bookkeeping, accounting, and tax work. Learn the step by step process to help your clients turn a profit and empower yourself to serve as their Profit & Growth Expert™.? Learn More Advanced Coaching ProgramHere you will work directly with Roger Knecht, president of Universal Accounting Center, to help your business thrive. This group will meet once per month over closed Facebook Group calls. These meeting will discuss key value drivers in relation to Marketing, Accounting and Production. Learn More ### Build Your Business Building Your Business From employers to clients, everyone likes a financial professional with credentials. Achieving bookkeeping, tax prep & QuickBooks certifications can help you stand out from the competition and take your accounting career to the next level. Universal Accounting®’s skill-specific programs provide the hands-on training and experience it takes to earn recognized industry certifications to advance your career, with the flexibility and convenience of home study. Build It, Own It, Sell It Profitably Learn More As the owner of an accounting firm, bookkeeping service, or tax practice, you know the value of working on your business. Universal Accounting® is here to help you on your journey to build a better venture. Since 1979 Universal Accounting Center® has helped build thousands of successful accounting firms, bookkeeping services, and tax practices. We offer you the tools and resources you need to implement tried and proven practices -- and to avoid the challenges that may come your way as you build your firm. In addition to our professional programs, you’ll have access to coaches to provide you the support you need to implement everything with confidence. We will take you step by step through the process to help you be in business for yourself, but not by yourself. Ready to take your accounting career to the next level? Earn your accounting certification and become a highly skilled and sought-after professional. With our comprehensive training program and expert support, you'll have the knowledge and credentials to excel in your field. Don't wait any longer - start your journey towards an accounting certification and unlock new opportunities for growth and success!  https://youtu.be/b53nAp6r7cQ We Can Help You Engage & Manifest – Gain the clarity to lead with passion and purpose Understand Accounting – Offer the right services to get paid what you are worth. Increase Revenue – Establish a proven process of marketing and sales to find and retain your ideal clients Improve Profits – Work efficiently and deliberately to put profits first Build Value – Focus on the 8 drivers that determine the value of your business so that it is more than a list of customers but a business that operates beyond you https://www.youtube.com/watch?v=CvuXqq-x7qMAs you read this page we will take you step by step through the process to help you determine which of our many expert courses is right for you. To do this, we start by MAPPING your business: Marketing Finding and Engaging Clients   Accounting Accounting Services You Offer   Production Standard Operation Procedures Knowing what you want to accomplish allows you to clearly see what you need to do next. In the words of Stephen Covey, “Begin with the end in mind.” Honestly ask yourself, which area holds the biggest challenge or opportunity towards building your business? In other words which area, if improved, would make the biggest difference to your bottom line? For example, perhaps you: Feel that you are not busy enough and need more clients. Feel that you could be doing more to increase your average revenue per client Are too busy and need to learn how to work smarter and free up some time Once you know what you would like to work on, determine if it is a marketing problem, an accounting problem, or a production problem. From there, select a program from the correlating column. Marketing – Focusing on marketing and sales Accounting – More value based services Production – Working more efficiently using proven standard operating procedures   Marketing Profit & Growth Expert™ This proven system empowers you to offer consultative accounting services as a valuable addition to traditional bookkeeping, accounting, and tax work. Learn the step by step process to help your clients turn a profit and empower yourself to serve as their Profit & Growth Expert™.? Learn More Advanced Coaching Membership Here you will work directly with Roger Knecht, president of Universal Accounting Center, to help your business thrive. This group will meet once per month over closed Facebook Group calls. These meeting will discuss key value drivers in relation to Marketing, Accounting and Production. Learn More Accounting Professional Bookkeeper™ The Professional Bookkeeper™ Certification Program was created to meet the high industry demand for qualified bookkeeping and accounting professionals. Completion of this program is your first step to accelerate your accounting and bookkeeping career? Learn More QuickBooks™ Specialist Universal's Accounting®training course is designed to teach anyone how to use QuickBooks™. Mastering QuickBooks™ can help you improve your standing with a current employer or enhance your practice by adding setup, consultation, and help services to your menu. Learn More Professional Tax Preparer™ Tax preparation skills will always be in demand. Thats why Universal Accounting®’s Professional Tax Preparer™ program will teach you line by line how to complete individual and business returns so that you can either prepare taxes on the side or start your own full-time tax business. Learn More Production Color Accounting™ Color Accounting™ is designed to make it easier to learn the fundamentals of accounting. Through the use of diagrams and logical colors, you will see graphically how accounting works. As a result, you will learn the language of business and understand how it can be applied.? Learn More Virtual Bookkeeper's Roadmap™ The Virtual Bookkeeping Business Roadmap gives you the basics of building a solid foundation for your business. It ensures that you are working efficiently and profitably by providing you with the best practices when it comes to the back-office workflow. Learn More https://youtu.be/VYHi3EHI_vA Is Enrolling With UAC Right For You? Enroll with Universal Accounting Center® and start taking advantage of our various programs with tuition options you can afford. There is no reason to leave your success to chance. When you enroll in one of our programs you’ll also have access to our team of skilled coaches to give you the support you need to take your business to the next level. Schedule a 30-minute personal call with me – Roger Knecht, president of Universal Accounting Center. I would love to learn more about you, your background, and your goals. Together we’ll see what we can do to take your business to that next level. After you set our appointment, you will be sent a short questionnaire. Completion of this questionnaire will help me prepare for our call. I’m happy to also review anything else you would like during this time. I look forward to our discussion. Contact US Step One Fill out the Questionnaire   Step Two Receive Your Score   Step Three Receive Your Custom Report Get Your Value Builder Score Here START YOUR JOURNEY TODAY ### About Us Get To Know Us With training and certifications in bookkeeping, payroll, tax services, and business consulting, Universal Accounting Center® can help you achieve your professional goals. Contact Us Roger Knecht, President and CEO Alf Bostrom, the founder of Universal Accounting Center®, created our school with you in mind. During his 35 year career, Alf noticed a failing in college training programs towards small businesses. University courses tended to lean toward the needs of large corporations. They ignored teaching the daily tasks critical to small business owners. As a result, UAC aims to give accountants the tools to specifically help small businesses. Request More Info Universal Accounting Center® is responsible for helping thousands of individuals get the skills, experience, and credentials needed to advance their careers. With help and support from our team of experts, you can be in business for yourself without being by yourself. Our online courses are tailored to help individuals start or grow their businesses with the capability to gain more profitable client portfolios. Through our training and certifications, students will develop the skills necessary to run a highly-profitable business. Call us today and speak with one of our representatives. They will listen to understand your situation and goals before recommending one of our guaranteed programs. Apply For Financial Aid Your Success Team Meet Your Coaches Our Impact At UAC®, we believe that it's our duty to give back. That’s why we’ve partnered with the international nonprofit, Kiva. Together, our goal is to help underserved communities develop by expanding their financial access. We do this by financing Kiva’s crowdfunded loans. These loans unlock capital for those in need and improving the quality and cost of financial services. Kiva also used this funding to address the underlying barriers to financial access around the world. Through this program, students can pay for tuition, women can start businesses, farmers are able to invest in equipment, and families can afford much-needed emergency care. To learn more about Universal Accountings® other initiatives, visit Universal Accounting International. Learn More ### Home Page The Secrets of Success in Accounting Since 1979 Universal Accounting Center ® has offered training, certifications, coaching & support to help accounting, bookkeeping, tax professionals have the confidence and competence to excel in their careers and get paid what they are worth. We look forward to working with you. The Secrets of Success in Accounting? Since 1979 Universal Accounting Center® has offered training, certifications,coaching & support to help accounting, bookkeeping, tax professionalshave the CONFIDENCE and COMPETENCE to excel in their careers andget paid what they are worth. We look forward to working with you. Build Your Business The Success Journey See what you can do today to excel in your accounting career and get paid what you are worth, start here: Start Your Journey Accounting Success is Universal Whether you are looking to get certified, start your own business, or grow an existing accounting business, let Universal help you reach your professional goals today. With support from our team of experts, you will be in business for yourself, but not by yourself. Get the skills you need to advance your career, without spending years or even months in school. This highly focused program was developed to give you the skills you need to succeed with no unnecessary filler. This program can be completed in as little as 3-6 weeks. Universal Accounting® programs are delivered through rich and engaging training videos, so you can get the skills to advance your career in a way that fits your life and learning style. Lessons can be reviewed as much as necessary and you can fit learning around work, family, and other responsibilities. As a UAC graduate, you’ll have the skills to build your career and even start your own business – but you’re far from on your own. You can feel confident knowing you’re backed by experienced professionals who are happy to help, even long after you’ve finished your courses. What do you want to do? Better Job Enhance & grow your business knowledge in as little as four weeks with our Accountant Certification programs Start Here Start Your Business With our proven turnkey programs and coaching we help you be in business for yourself but not by yourself. Start Here Build Your Business Build your firm! Retaining clients adding value based services. Working efficiently and profitably. Start Here The Accountrepreneurs Challenge A 90-day challenge to work ON you and your business. This is a FREE Challenge, part of our “Give Back” program, a gift to the accounting profession from Universal Accounting Center - Serving Accountants since 1979 Click Here To Learn More GrowCon is an invaluable resource for Owners of Bookkeeping, Accounting, and Tax businesses to connect with the right people, companies, tools, technologies, & resources while delivering powerful presentations and providing the latest and greatest trade secrets to MOVE and GROW your business to success and beyond! Register Now Learn More W-2 & 1099 Opportunities For those looking for employment opportunities or looking to work as an independent contractor. Click Here To Learn More Get Instant & Unlimited Access to This 4-Part Video Course Learn the Turnkey Process for Starting and Building Your Very Own Premier Accounting & Tax Business Build Your Business https://vimeo.com/876111562?share=copy Since 1979, Universal Accounting Center has helped accounting professionals build the premier accounting firm in their area. Universal provides in-depth instruction on how to optimize profit at your firm, as well as tools to offer CFO advisory services that can take your business to new heights. Your Launching Pad for Starting an Accounting Business The Universal Accounting Center promise is to help people achieve success, as they choose to define it, in the accounting industry.Universal Accounting Center is dedicated to your success, and our accounting online training programs are just one aspect of the support we provide. With our proven track record and industry expertise, you can trust us to equip you with the knowledge and resources necessary to achieve your goals in the accounting industry. For many, this means getting additional training to get a better job. For others, it’s about starting a bookkeeping or tax preparation business of their very own, as a side hustle or their primary income. Perhaps you’ve already started an accounting business and are looking for ways to optimize your profitability. This is your launching pad. Unlike the aimless, large-firm-focused training you might receive in an accounting class at a university, Universal Accounting’s courses are designed to give students the confidence to work directly with clients. The courses are self-paced and full of exercises that simulate work you’ll carry out in your day-to-day life as a Professional Bookkeeper, Professional Tax Preparer or business consultant as a Profit and Growth Expert. From the basics of bookkeeping to preparing students to offer outsourced CFO advisory services, Universal Accounting’s team of coaches will prepare you to take the next step on your journey to achieving your lifestyle goals. Not only do academic coaches guide students through the material, but Universal students are paired with a life coach to manage the stress that comes with starting a business and marketing coaches to help them attract clients. Act now, reach out to Universal to see what you can do to leverage your current experience to another level and get paid what you are worth.We look forward to speaking with you! Schedule an Appointment As Seen On and Approved by ### UAC Podcast - Mike Michalowicz From Idea to Implementation, Profit & Freedom as a Successful Entrepreneur with Mike Michalowicz So often the great idea to start and build a business is filled with unforeseen challenges and poverty but applying the principles that Mike share we can each avoid the common pitfalls and build a successful business with confidence. Listen to Mike and Roger as they discuss the evolution from concept to having the premier accounting firm.  There is a turnkey process, take some time and see what you can do to work ON your business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Mike Michalowicz Mike (mi-KAL-o-wits) is the author of Profit First, Clockwork, Surge, The Pumpkin Plan, and his newest release Fix This Next. By his 35th birthday, Mike had founded and sold two companies - one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar venture, Profit First Professionals. Mike is a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Over the years, Mike has traveled the globe speaking with thousands of entrepreneurs and is here today to share the best of what he has learned. Related Website/Social Media URLs: http://www.mikemichalowicz.com/ https://www.facebook.com/MikeMichalowiczFanPage/ https://twitter.com/MikeMichalowicz https://www.instagram.com/mikemichalowicz/ https://mikemichalowicz.com/bio/ LinkedIn: Mike Michalowicz Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Mike Michalowicz Mike is the entrepreneur behind three multi-million-dollar companies and is the author of The Toilet Paper Entrepreneur, The Pumpkin Plan, Surge, Profit First, Clockwork, and his newest book, Fix This Next. Mike is a former small business columnist for The Wall Street Journal and regularly travels the globe as an entrepreneurial advocate. To learn more about Mike and get access to a treasure trove of entrepreneurial tips go HERE! Offers: As a special offer related to this episode get a free copy of one of Mike’s book most popular books, “Profit First” and read what you can do to make profit more deliberate in your business as well as offer your clients a much needed service, get your copy of the e-book NOW! Become a certified Profit First Professional (PFP) to get paid what you are worth offering your clients quality accounting services as their trusted strategic advisor and join the wave to eradicate entrepreneurial poverty. Related to the discussion it’s also important that we focus on the 9 key elements to have a profitable business to apply them in our own company and share them with our clients.  Get your copy of the e-book, “in the BLACK, nine principles to make your business profitable”. 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 ### UAC Podcast - Working Efficiently and Profitably M.A.P. – Working Efficiently and Profitably to Build the Premier Accounting Firm with Roger Knecht There are 3 essential areas within the back office of the accounting business that determine your success.  The process used to on-board new clients, the systems used to manage the workflow and then your client relations.  Take a moment and consider each and hear how best to run your accounting business to ensure your profitability while building the premier accounting business in your area. Your Host & Guest: Roger Knecht, president of Universal Accounting Center Roger Knecht is President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school, they’ve trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth. Helping accounting professionals have the premier accounting firm in their area offering quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to: * Engage & Manifest – Becoming the leader the business needs * Understand Accounting - Timely information to intelligently run the business * Increase Sales - Follow a proven sales process * Improve Profit - Nine Principles for Profitability putting Profit First * Build the Value of the Business - 8 Key Drivers in Business Business Coach http://universalaccounting.com/build-your-business/ Professional Speaker & Trainer http://universalaccounting.com/speaking-engagements/ Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers. http://universalaccountingschool.com/get-certified/ Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Understand the Universal Business Model and M.A.P. your business using the book “in the BLACK, nine principles to make your business profitable”.  Get your FREE copy today! Get the Turnkey Business Plan for accounting professionals, Go HERE! Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801-265-3777 ### UAC Podcast - Marketing To Build the Premier Accounting Firm M.A.P. – Marketing To Build the Premier Accounting Firm with Roger Knecht Nothing happens until you make a sale.  Regardless your skills, without paying clients it really doesn’t matter. Understand the process to find potential clients and what can be done to move them towards an engagement with you.  With a system you can be confident in you can build your business with your ideal clients. Part of this process involves business owners seeing you as an expert, a strategic advisor that can help them run their business more profitably. Your Host & Guest: Roger Knecht, president of Universal Accounting Center Roger Knecht is President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school, they’ve trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth. Helping accounting professionals have the premier accounting firm in their area offering quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to: * Engage & Manifest – Becoming the leader the business needs * Understand Accounting - Timely information to intelligently run the business * Increase Sales - Follow a proven sales process * Improve Profit - Nine Principles for Profitability putting Profit First * Build the Value of the Business - 8 Key Drivers in Business Business Coach http://universalaccounting.com/build-your-business/ Professional Speaker & Trainer http://universalaccounting.com/speaking-engagements/ Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers. http://universalaccountingschool.com/get-certified/ Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get certified as skilled accounting professional with an emphasis in small business accounting services. Become a Professional Bookkeeper, PB – proficient in the day-to-day application of accounting in small business Become a QuickBooks Specialist, QS – the Professional Bookkeeper’s Guide to QuickBooks Become a Professional Tax Preparer, PTP - certified in tax planning and preparation for individual and business returns Become a Profit & Growth Expert, PGE – effective marketing and sales strategies to build an accounting business specializing in cash flow management services Become a Profit First Professional, PFP – helping eradicate entrepreneurial poverty making profit intentional Become a Value Builder provider, VB – a 12 month engagement offering value added services to help business owners increase the value of the business For FREE – the Turnkey Business Plan for accounting professional to build the premier accounting firm.  Get enrolled in the course NOW! The principles discussed today such as M.A.P. are covered in the book “in the BLACK, nine principles to make your business profitable” – get your FREE copy of the e-book 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 ### UAC Podcast - MAPPING Your Business Applying the Principles of M.A.P. To Build the Premier Accounting Firm with Roger Knecht With all the proverbial hats that we wear when running a business what can be done to best categorize, prioritize and when possible delegate?  Get a pen ready to take some notes and let’s work ON your business.  We’ll start with 3 key questions: Do you need more clients? Would you like to do more for your clients and increase the average revenue per client? Are you working too hard, is there an easier, more efficient and profitable way to run this business? Is there a Turnkey Business Plan for accounting professionals?  There is, stop trying to reinvent the process.  Living a balanced life, is it possible?  Maybe, but Time Management is essential so let me share what I do to management my life. We have a lot to discuss, are you ready for this? Your Host & Guest: Roger Knecht, president of Universal Accounting Center Roger Knecht is President of Universal Accounting Center. Since 1979 they’ve worked to help accounting professionals excel in their careers. As a post-secondary school they’ve trained and certified individuals in accounting, bookkeeping, tax and consultative skills to help them get paid what they are worth. Helping accounting professionals have the premier accounting firm in their area offering quality value added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans and policies to increase sales, improve profits and build the value of the business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes and procedures to: * Engage & Manifest – Becoming the leader the business needs * Understand Accounting - Timely information to intelligently run the business * Increase Sales - Follow a proven sales process * Improve Profit - Nine Principles for Profitability putting Profit First * Build the Value of the Business - 8 Key Drivers in Business Business Coach http://universalaccounting.com/build-your-business/ Professional Speaker & Trainer http://universalaccounting.com/speaking-engagements/ Additionally working to help accounting professionals become Profit & Growth Experts for their employers and business clients as certified professionals & value builder providers. http://universalaccountingschool.com/get-certified/ Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Understand the Universal Business Model and M.A.P. your business using the book “in the BLACK, nine principles to make your business profitable”.  Get your FREE copy today! Get the Turnkey Business Plan for accounting professionals, Go HERE! Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801-265-3777 ### UAC Podcast - Veronica Wasek I’ve Struggled Like You So Let Me Share My Journey with Veronica Wasek As an accounting community we each face similar challenges as professionals starting and building and accounting business.  Listen to Veronica as she shares her story and offers advice.  As a successful Certified Public Accountant, CPA, she has much to share. Listen as we discuss the back office realities of an accounting business and how the Virtual Bookkeeper’s Roadmap was designed to help fast track everyone’s success to running the premier accounting firm. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Veronica Wasek, CPA and CEO/Founder of VM Wasek Veronica is busy working with clients, running her business and now giving back to the accounting community in a variety of platforms: •5 Minute Bookkeeping blog / YouTube channel •5MB Academy for virtual bookkeepers and accountants •5 Minute Bookkeeping with QuickBooks Online FB Group •5 Minute Bookkeeping.com FB Group Veronica is also a Top 10 ProAdvisor - 2018, Member of Intuit’s Trainer Writer Network, Top Accounting Influencer, CPA, Certified Advanced QBO and QBD ProAdvisor. Enjoy my other conversation with Veronica HERE Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. The Virtual Bookkeeper The workflow every accounting firm (from sole-preneur to multi-staffed firm) should use to establish proven standards of operating procedures. This is the turnkey practice management process to insure efficiency and profitability.  Offers: As discussed in the podcast we have some special offers that you’ll want to take advantage of now. First, consider becoming a certified Profit & Growth Expert to help your clients with the most common issue facing small business, cash flow management.  Learn to market, sell and offer this service with confidence and competence to get paid what your worth. Secondly, run your business efficiently applying the proven workflows found in the Virtual Bookkeeper’s Roadmap and benefit from the technologies available today to help you and your clients stay on the cutting edge of what really works.  Doing so you’ll have the timely information to make intelligent business decisions using the information you produce. Thirdly, get your copy of the book written to help you work ON your business: “in the BLACK, nine principles to make your business profitable.”  This classic book has the timeless information you need to have the premier accounting business is your area.  Get your copy 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 ### UAC Podcast - Building the Premier Accounting Firm! This podcast is dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Welcome to Building the Premier Accounting Firm! Click on the images below to hear our conversation and be prepared to take some great notes, enjoy: ### UAC Podcast - John Warrillow From Accounting Professional to Business Coach & Advisor with John Warrillow Perhaps you’ve done the accounting for years and see areas within the business that the client could improve but don’t know how to properly advise them.  Maybe you’ve heard you need to offer more value-added services beyond the accounting you offer, but how? John shares his experience owning and selling businesses and the lessons learn to help us understand the 8 things that determine the value of a business and how, as accounting professionals, we can confidently and competently offer high value services and get paid what we are worth as certified Value Builder providers. (VB) It’s time to proactively engage with our accounting clients and help them build their businesses and effectively increase what they are worth. Your Host: Roger Knecht, president of Universal Accounting Center   Our Guest: John Warrillow John has been helping business advisors understand and market to the Small-Medium Business (SMB) segment for more than two decades.  As the founder of The Value Builder System™, his mission has been to level the playing field for business owners as they approach their exit – while helping business advisors start more strategic, meaningful conversations with them. John’s best-selling book, Built to Sell: Creating a Business That Can Thrive Without You, was recognized by both Fortune and Inc. Magazine as one of the best business books of 2011 and has been translated into four languages. In 2015, John wrote another best-selling book: The Automatic Customer: Creating A Subscription Business In Any Industry. John has keynoted Fortune Magazine’s Growth Summit, Entrepreneur’s Organization New York City and Toronto Chapters, and the Inc. 5000 conference. John is also the host of Built to Sell Radio, ranked by Forbes Magazine as one of the world’s 10 best podcasts for business owners. He has been recognized by B2B Marketing as one of the top 10 business-to-business marketers in the United States. Prior to founding The Value Builder System™, John started and exited four companies, including a quantitative market research business that was acquired by The Corporate Executive Board (NYSE: CEB) in 2008. Enjoy our other conversation HERE Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.  The Value Builder System™ Value Builder is a statistically proven methodology that helps increase the value of businesses. Advisors leverage the system to help business owners prepare for an eventual exit and ensure they experience a lucrative exit. Business owners complete a Value Builder Questionnaire with the support of business advisors who champion the system as Certified Value Builders™ across the globe. After analyzing over 50,000 businesses, the average Value Builder Score is 59 out of a possible 100. Owners are statistically proven to improve company value through the system and receive offers of 7.1 times pre-tax profit on average. Offers: As the owner of an accounting business it’s time you pause and consider the same questions we ask our clients when was the last time your worked ON your business?  Take a moment and this is your opportunity to assess your company while also seeing what you in turn could offer your clients as a their accountant, their business coach, their certified Value Builder provider: Get your Free Business Score and see how your business ranks in the 8 drivers that determine the value of your business (15 minute questionnaire) Which are you, why are you in business, is it to make a difference and become Famous or Rich? Get a FREE copy of this short book to answer the question and help you better relate to each of your clients. Would you like to know if you are ready mentally, personally to sell your business, possibly retire or just move on to your next chapter in life? This is PreScore, the quick assessment and report to help business owners understand life after selling the business.  Get your free report and see what you learn about this phase of life. Remember this, Business 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 ### UAC Podcast - Mark Robilliard A Revolutionary Approach to Learning the Accounting Model with Mark Robilliard Either as a degreed accountant or business owner we each would benefit stopping for a moment to consider the big picture of business as it appears in the accounting model. Listen as Mark shares his story of stumbling into the accounting profession, graduating and working as an accountant yet still struggling to understand the big picture and then BAAM, it changed. Color Accounting is a unique yet simple way to learn and explain the accounting experience.  For accounting professionals it’s a refreshing perspective on something they do daily.  More importantly, for the non-accountant it’s a fun interactive experience to understand the applications of transactions within business. Hear how Color Accounting came about and how it applies to you and the relationship you have with your business clients.  Let Color Accounting help you communicate the accounting information to your clients in a way they can then use the reports you provide it to make more informed business decisions. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Mark Robilliard, FCA Mark Robilliard is Director of Education & Operations and Co-founder of Color Accounting International, an education and publishing firm headquartered in Washington DC. He’s an Aussie who lives in the US and travels widely, leading seminars in financial statement and business acumen skills, for lawyers, bankers and businesspeople. Some of his teaching for senior execs is done in secret. Quick facts: Fellow of Chartered Accountants Australia New Zealand. Adjunct faculty at American University in Washington DC. Was National Training Manager for KPMG Australia. Managed the Human Resources Department for the largest insurer in Australia. Taught at a variety of secondary, tertiary and post-grad institutions in the US and Australia. Co-authored a number of books: Accounting Comes Alive: The Color Accounting Parable Color Accounting: The New Graphical System That Makes Learning Accounting Easy And Quick. Third book due out soon. He believes in working towards a financially conscious world. Color Accounting International What they do: Finance and business acumen workshops for non-financial people using a breakthrough graphical system. The Mission: People are empowered to make wise decisions, collaborate effectively and amplify value – a financially conscious world. Enjoy my other conversation with Mark HERE Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.  Color Accounting International is a publishing company, a licensing company and education provider.  They've developed and distribute the Color Accounting® learning system. They work with a network of accredited Partners and different languages around the world. They are a social enterprise, with a dual social-impact and commercial motive.  They advocate accounting as a fundamental form of literacy, like Reading, Writing and Arithmetic. Accounting literacy has the power to improve lives, corporations, not-for-profit organizations and governments. The Color Accounting Network includes: Sales Partners, who provide educational workshops for their corporate clients Corporate Educators, who are accredited by us to facilitate events run for corporate clients Academic Educators, who teach accounting in educational environments such as schools and universities. Offers: Enroll today in Color Accounting, take the course for yourself and then introduce your clients to it.  See how this can improve your working relationship, client communication and then generate referral for you. Get the books mentioned in this episode: “Color Accounting” and “Color Comes Alive” Become for your clients their profit and growth expert.  Read “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds.”  This is a how-to-guide for accounting professionals to help you confidently address the challenge that most business face, cash flow.  This is a must read!  Get your FREE copy of the e-book now! 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 ### UAC Podcast - Brittany Brown Life has its surprises – going from single mother to successful CPA with Brittany Brown There’s a phrase, when life gives you lemons make lemonade and Brittany did just that.  Listen as she shares her story and in time excels in the accounting profession to the point of starting and building a successful accounting business.  As you hear her story pay attention to the enthusiasm and positive tone in her voice.  Brittany makes things happen and you need to pay attention.  Go from surviving to thriving. Oh, and we have some fun along the way.  It is a small world ? Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Brittany Brown, CPA -  Founder and CEO of LedgerGurus Brittany is a CPA and QuickBooks Pro Advisor certified in QuickBooks Online Advanced.  She is the driving force behind her firm’s rapid growth and innovation, growing from 2 to over 40 employees in 4 years and establishing LedgerGurus as an industry leader in the ecommerce space.  Her entire work force is home based, operating entirely within the cloud, built on QuickBooks Online ecosystem. LedgerGurus, a company providing outsourced accounting services to other companies and specializing in the ecommerce space. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.  Offers: Get the confidence and competence to find and retain your ideal clients as a Profit & Growth Expert helping clients with the most common challenge that small business owners face, cash flow.  Become a Profit & Growth Expert, PGE now! For additional interviews with Brittany also watch: Sales - Assessing your potentially new accounting client On-boarding your accounting and bookkeeping clients with confidence 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 ### UAC Podcast - Allen Bostrom Becoming a Profit & Growth Expert with Allen Bostrom, CPA Taking an active interest in the client’s business, their business model, helps you see beyond the numbers.  As you become interested in the owner, their business and understand their goals you’ll better be able to advise and help them make more informed business decisions.  As such you will be their Profit & Growth Expert. Are you just a librarian or historian for your clients?  See what you can do to become passionate again about the work you are doing and get paid what you are worth. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Allen Bostrom, CPA As a young man, Allen Bostrom was mentored by his father Alf L. V. Bostrom in small business. When he asked Alf what was the best path toward being successful in business, Alf explained it began with hard work, and encouraged Allen to get a degree in Accounting. Since then, Allen has often claimed that that was great advice. During college Mr. Bostrom worked in an accounting firm, and learned the daily practices for accounting (which College ignored). Upon graduation, he worked at Exxon Company USA, one of the largest corporations in the world. For a dozen years Allen worked in various departments in various roles, usually focusing on budgeting, forecasting, and profit performance. In the late 80's Allen Bostrom began yearning for the vitality of small business, so on his own time he began consulting with small business owners, aiding them in improving their business profits. Recognizing his entrepreneurial DNA, he soon left Exxon and began working exclusively with small business clients. In 1992, Allen Bostrom was recruited by Universal Accounting Center as the President/CEO (founded in 1979) enabling him to expand his interest in helping accountants become better business consultants, and a stronger support for their employers and small business clients. Since that time, he has trained tens of thousands of accountants, bookkeepers, and tax preparers in practice and client management techniques and strategies. In 2014, Allen turned over the day-to-day operations to Roger Knecht, naming him as the President, but retaining the CEO duties. In recent years, Universal has become the leader in accounting training, coaching, and professional marketing. 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 each of Allen’s books: “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” – e-book Remember this, if it’s about accounting it 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 ### 8 Ways To Re-Invent Yourself [vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column width="2/3"][vc_column_text][/vc_column_text][/vc_column][vc_column width="1/3"][vc_single_image image="16414" img_size="full" qode_css_animation=""][/vc_column][/vc_row] ### Famous OR Rich ### Accountrepreneur's Form [vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]LIVE Launch for Accounting Professionals Build the Premier Accounting Business in your area offering quality accounting, bookkeeping, tax and consultative services. Attend this LIVE workshop to receive the training, coaching and support you need to be in business for yourself but not by yourself with Universal Accounting Center.[/vc_column_text][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_raw_html]JTNDaWZyYW1lJTIwc3JjJTNEJTIyaHR0cHMlM0ElMkYlMkZ3d3cuZXZlbnRjb21iby5jb20lMkZ3ZWJzaXRlaW50ZWdyYXRpb24lMkZ3aWRnZXR1cGNvbWluZ2V2ZW50cyUzRmV2ZW50SWQlM0QzNzU4MyUyNndlYlJlZmVycmFsSWQlM0QyMDQzJTIyJTIwZnJhbWVib3JkZXIlM0QlMjIwJTIyJTIwd2lkdGglM0QlMjIxMDAlMjUlMjIlMjBoZWlnaHQlM0QlMjI2MDBweCUyMiUyMHZzcGFjZSUzRCUyMjAlMjIlMjBoc3BhY2UlM0QlMjIwJTIyJTIwbWFyZ2lud2lkdGglM0QlMjIwJTIyJTIwbWFyZ2luaGVpZ2h0JTNEJTIyMCUyMiUyMHNjcm9sbGluZyUzRCUyMmF1dG8lMjIlMjBhbGxvd3RyYW5zcGFyZW5jeSUzRCUyMnRydWUlMjIlMjBzdHlsZSUzRCUyMmJveC1zaGFkb3clM0EwJTIwM3B4JTIwOXB4JTIwMCUyMHJnYmElMjgwJTJDMCUyQzAlMkMuNSUyOSUyMiUzRSUzQyUyRmlmcmFtZSUzRQ==[/vc_raw_html][/vc_column][/vc_row] ### Your PreScore ### Color Accounting [vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_video link="https://youtu.be/jqXOw75xlyk"][/vc_column][vc_column width="1/2"][vc_column_text]Do your people struggle with: Communicating effectively between departments? Making optimal decisions? Understanding and meeting financial goals? How their role impacts profitability? Producing a realistic budget? Intimidated by financial information? [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]What if instead they: Use a common financial language Confidently make great decisions more quickly Understand the importance of meeting financial goals See clearly how their role impacts the organization Create budgets based on latest financial information Fluently read and understand financial statements. [/vc_column_text][/vc_column][vc_column width="1/2"][vc_column_text]Attend the Color Accounting Workshop June 18-June 19, 2020, 9:00 am to 12:00 pm mst, BOTH DAYS! [/vc_column_text][action full_width="yes" content_in_grid="yes" type="normal" text_font_weight="" show_button="yes" background_image="16076" button_text="Register Now!" button_link="https://www.eventbrite.com/e/color-accounting-workshop-remote-workshop-may-6-may-7-2020-tickets-91670195021"][/action][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_video link="https://youtu.be/zJU5NV3bqPs"][/vc_column][vc_column width="1/2"][vc_column_text]What will you learn? Business Acumen Employee Engagement Financial Fluency Accounting Literacy Cross-Department Communication Improved Profitability Full and Half-day Workshops [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_single_image image="16010" img_size="full" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]Who is this event for? People at all levels of organizations like yours, including... Non-financial Managers Small Business Owners Administrators HR and L&D Managers C-Level Executives Senior, Mid-Level and Junior General and Technical Teams Non-Profit Organizations You [/vc_column_text][/vc_column][vc_column width="1/2"][vc_single_image image="16003" img_size="large" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]Your Instructor Ken Bostrom, Color Accounting Expert, has been an instructor, coach, and officer of Universal sector for nearly three decades.  Ken has been teaching non-financial accounting and bookkeeping and working in the field for over 30 years. He helps students, business owners, managers, and employees understand basic accounting principles and business acumen.   Mr. Bostrom is a national trainer and speaker working with all sizes of businesses, and individuals, throughout the United States.   Ken has seen Universal Accounting Center grow from a small local brick-and-mortar accounting training school to an international provider of cutting edge, on-line certification training for accounting professionals to start and grow their own bookkeeping, accounting, and tax practice.   Ken is the author behind our Professional Bookkeeper’s Guide to QuickBooks, as well as it’s annual updates.  You could say Ken wrote the book on how to use QuickBooks to get more done in less time, and to become a Profit and Growth Expert.   He is also a certified QuickBooks Specialist (QS) and a QuickBooks Pro Advisor. [/vc_column_text][/vc_column][vc_column width="1/2"][vc_empty_space height="28px"][vc_single_image image="16017" img_size="medium" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="2/3"][vc_column_text] LEARNING OUTCOMES Typical learning outcomes for a one-day Color Accounting workshop include Developing a deep understanding of the Balance Sheet and its roots in the accounting duality Establishing a powerful context, and in turn understanding where numbers come from and, for example, why a Balance Sheet cannot not-balance Deriving the Income Statement and understanding how it connects with the Balance Sheet Clearly and unforgettably defining Assets, Liabilities, Equity, Revenue & Expenses Recording classic transactions using the journal and general ledger Practicing financial communication: grasping not only terminology, but also ambiguity of terms, and communication pitfalls Integrating the five elements into a holistic view that explains how business works Exploring and applying the Value Cycle to your business Seeing the business through a value lens Identifying the drivers of cash flow, and how they are reported on the Cash Flow Statement Financial Analysis: Reading the financial statements of a business and identifying risk areas, performance changes, opportunities for improvement Financial ratios, including EBITDA Budgeting and forecasting [/vc_column_text][/vc_column][vc_column width="1/3"][vc_single_image image="16002" img_size="medium" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_video link="https://youtu.be/lhdz6txAByU"][vc_video link="https://youtu.be/MY7idY_z4gw"][vc_video link="https://youtu.be/HDsyDzR0_bg"][/vc_column][vc_column width="1/2"][vc_video link="https://youtu.be/ASIgaxClOE4"][vc_video link="https://youtu.be/_hIbo5PSHoM"][vc_video link="https://youtu.be/Rh1ZGT5VKZ0"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text]Color Accounting is designed to make it easier to learn the fundamentals of accounting. It is an augmentation to the process that you know so well, and is in no way a substitute or replacement for traditional accounting. And yes, it is REAL accounting. In this self-study version Mark Robilliard said it best – “All the best attributes of the acclaimed classroom-based workshop, but in the convenience of your own time.”   "We use color to augment how financial statements are presented, and the graphical format that results (the BaSIS Framework) helps the learner to visualize the Balance Sheet and Income Statement in a more memorable way. There is neurological evidence that most people “do colors” better than lefts and rights and ups and downs. Specifically, the use of green and yellow represents debits and credits, which can often confuse people very early in the process of learning accounting in a traditional manner.   With traditional T-accounts, one must have a very good handle on lefts and rights for debits and credits. You can left a left, right a right, left a right, and right a left. Directions make poor substitutes for quantifications. The way the coded-colors are used in Color Accounting removes this confusion. ‘Same color’ means the account increases, and ‘different color’ is code for decrease. As the student is not distracted by the confusion often associated with learning debits and credits, they can more quickly make sense of the key learning areas of Structure and Language.   Finally, the use of purple represents Profit. The way purple is used in the BaSIS Framework explains how the Income Statement connects to the Balance Sheet. This umbilical-like relationship, once seen, is hugely memorable, and something that even accountants may not have truly ‘got’ when they studied.   There are other more subtle reasons, such as how the colors reinforce the inherent ‘duality’ that exists in accounting, etc. The utility of colors in this system is profound enough to have garnered patents for its inventors.”   Accounting literacy is useful for: Making more effective business decisions Developing a deep understanding of the Balance Sheet Deriving the Income Statement and understanding how it connects with the Balance Sheet Clearly and unforgettably defining assets, Liabilities, Equity, Revenue & Expenses Integrating these five elements into a holistic view called the BaSIS Framework™ Recording transactions using the journal and general ledger Understanding the Value Cycle of business Practicing financial communication: grasping not only terminology, but also ambiguity of terms, and communication pitfalls Analyzing financial statements of a business and identifying risk areas, performance changes, opportunities for improvement Calculating financial measures, including RIO Preparing budgets and forecasts   Color Accounting is a revolutionary new way of learning about accounting. For tens of thousands of students, managers, lawyers and leaders… from Australia to San Francisco… Color Accounting has had a life-changing impact on their skill, confidence, communication and success.   Some background   Color Accounting is a representation, explanatory, and therefore, educational technology.  It has been evolving for over twenty years. It was enabled by the advent of technologies, such as color printing and desktop publishing software. Its time had come.   Color Accounting was initially used as an adult accelerated learning system, for corporate education in the workplace.  Neurological research has backed up what Color Accounting practitioners have noticed, that humans respond quicker to conceptual information presented graphically and spatially.  It  became obvious early on that Color Accounting would benefit younger learners using traditional curricula in schools and colleges too.   After introducing Color Accounting into secondary and tertiary schools, new evidence quickly mounted that color, graphics and illuminated plain language create a step change in student learning and teachers’ effectiveness. Many examples continue to accrue of Color Accounting enhancing traditional accounting teaching.  These include the transformation of accounting in one high school from nearly-cancelled-subject to most-popular-elective, in the space of a year.   The Color Accounting system is used to augment the traditional curricula in high schools, colleges and universities.   Color Accounting International   Color Accounting International is a publishing company and training provider.  We’ve developed and distribute the Color Accounting  learning system (or ‘Colour Accounting’ if you prefer – we use both spellings.)  We do so with a network of accredited Partners.  Color Accounting is currently available in English, Spanish, Arabic, Afrikaans and simplified Chinese with other languages are coming soon.   We are a social enterprise, with a dual social-impact and commercial motive.  We advocate accounting as a fundamental form of literacy, like Reading, Writing and Arithmetic. Accounting literacy has the power to improve lives, corporations, not-for-profit organizations and governments. Save[/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_single_image image="16005" img_size="large" qode_css_animation=""][vc_single_image image="16006" img_size="large" qode_css_animation=""][vc_single_image image="16007" img_size="large" qode_css_animation=""][vc_single_image image="16008" img_size="large" qode_css_animation=""][vc_single_image image="16009" img_size="large" qode_css_animation=""][/vc_column][/vc_row] ### About Universal Accounting Center [vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]It is the beginning of the 1970’s and within a few small and growing communities (Salt Lake City - Utah, Phoenix - AZ and San Diego - CA) we find several hard-working business owners doing what it takes to keep their businesses alive and hopefully thriving. Unfortunately, this isn’t always the case. Despite all the blood, sweat, and tears, a business owner faces almost certain doom as he looks to file bankruptcy. As a last resort, the business owner invites a man named Alf Bostrom into his office who claims he can turn his business around and bring it back to life.   Alf is a middle-aged man, a father, husband and Navy veteran of WWII. He has created a reputation for himself as the “Turn-Around King.” A business whisperer of sorts, he seems to know how to communicate directly with any business, finding out its ailments, understanding its strengths, and turning it into a vehicle for wealth and accomplishment.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_single_image image="15906" qode_css_animation=""][vc_empty_space][vc_single_image image="15952" img_size="full" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text]Speaking the Universal Language of Business As Mr. Alf Bostrom sits down with this business owner on the brink of bankruptcy, he asks to see his books. “What does your accounting information look like?” Pouring over the mess of numbers he begins to organize what the business is saying to him and realizes she still has life in her. There is a way to bring this business back to health. The accounting data has been done diligently and honestly. The information doesn’t lie, and Alf begins to help this business owner effectively communicate with his business so they can immediately begin to nurse it back to health.   This routine has become all too familiar for Alf. He sees this happening all the time as business owners consistently come to him asking for help to save their dying business. They all have varying degrees of understanding when it comes to business. Some have their spouse running the finances, others have a certified or degreed accountant working for them. No matter what level of business acumen these failing businessmen have, there’s one thing they have in common, they don’t know how to effectively communicate with their business. This is what Alf is doing for them. He takes great joy in getting to understand a business’s accounting information and then using it to bring the business out of turmoil and into order.[/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text]Teaching the Principles of Universal Accounting Though it is rewarding work, it is also scary to put in order a business’s accounting and then hand back the control. Alf recognizes he must do more than just put things in order. These owners lack the ability to communicate with and understand their business. For them to have any lasting chance in the world they need to be taught, and taught well, the universal principles of accounting, the Universal Business Model. How do you teach and instill the universal principles of accounting into a business, with non-accounting types? Alf takes on this challenge for a good portion of the 1970’s. He works on a business training program that gives his clients just what they need for continued success beyond his direct help.[/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]The Birth of the Universal Accounting Center In 1979, Alf begins to see his training program turn into a stand-alone service. Word of mouth spreads and many of his consulting clients are telling others about this amazing program that taught them the universal language of accounting and saved their businesses. With excitement and a desire to help more businesses successfully navigate themselves towards success, he creates the Universal Accounting Center.   Now there is a resource to empower the small business community with the accounting information they need to be profitable! Not only are they taught how to create the Chart of Accounts, record their data, and generate reports- they are taught how to communicate and understand that information so intelligent decisions can be made within the company.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_single_image image="15907" img_size="medium" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]A Legacy of Knowledge and Wisdom About to be Lost Alf Bostrom couldn’t keep educating the Salt Lake small business community forever. As age and a desire to move towards retirement came, Alf gradually brings his son Allen into the business. Groomed and taught by one of the small business greats, Allen now has the task of growing Alf’s legacy. No small task to be achieved.   Allen takes Universal Accounting to new heights receiving the following accolades: the 100 Fastest Growing Businesses in Utah (for 5 years running) and makes it to Inc. 500’s list of America’s fastest growing private companies (Inc 5000 for 5 years running).   Despite the success, there’s still one goal that Allen has not yet accomplished- to ensure his Father’s knowledge and wisdom lives on. The lifetime knowledge of helping save and grow small businesses has been kept in Alf’s mind and his son is determined to translate that strategy into a format that every generation can benefit from.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_gallery interval="3" images="15908,15909"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]Alf’s Legacy Saved Allen takes the challenge of defining the timeless principles his father learned over a lifetime and places them into two books. In his first book, In the Black, Allen distills his father’s work into nine powerful principles to make any small business profitable. With this accomplishment, he realizes another significant part of his father’s legacy that needs to be preserved. Alf’s beginnings were bringing failing businesses from a place of near death to a place of security and growth.   Allen then wrote his second book, Red to Black, and designed it in a “how-to” fashion using the principles his father began implementing as “The Turn-Around King.”   With the two books complete and a thriving education business beneath him, Allen is grateful for his accomplishments. A Father’s legacy is secured and a son’s duty and desire to memorialize that legacy is fulfilled, he has truly honored his father.   A New World of Information   Like any remarkable story, there persists and ebb and flow of struggle and triumph and the growing story of Universal Accounting is no different. In these recent years there has been rapid and constant change in the way we consume information. Allen began to face this as he started writing his books and now faces the challenges of teaching accounting principles to small businesses all over the world via the web. He doesn’t face this alone as the weight of responsibility has been transferred to a new leader who has risen from the tutelage of now two small-business greats.   Roger Knecht is that leader and his charge is to test the timelessness of Universal Accounting’s principles. Post-secondary education is a whole new world compared to when Alf first started The Universal Accounting Center. The brick and mortar classroom Alf taught in has morphed into wall-less online courses and programs with a mixture of everything in between. The transition is not easy and change only seems to move faster as Roger works to keep up with a constantly expanding e-learning industry.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_gallery interval="5" images="15911,15922,15890,15800,14976" img_size="medium"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]Principles Are Timeless Throughout the last few decades, many things have changed. Economic stability, disruptive technologies and developments in communication have led to momentous change in business. However, Universal Accounting has found that despite the changing times, the accounting principles that Alf founded this company on remain true and pertinent to businesses of any age or decade. Roger teaches The Keys to Success that accountants and businessmen need to enhance the nine principles that Alf first identified to help business owners as well as Universal Accounting Center today. Though Universal Accounting continues to evolve since its creation, the fundamental business principles have largely stayed the same. This truth has caused sustained growth and prosperity for them and for those businesses Alf saved decades ago. With each business it is the same, helping the business owner:   Understand Accounting Increase Revenue Improve Profits Build Value   Each using tried and proven processes, procedures and strategies.   Universal Accounting Is the Authority One great revelation the Universal Accounting team now realizes is this: they are the authority for small businesses looking to survive and flourish. With decades of experience beneath their belt, Universal Accounting has proven they can stand the test of time. But more importantly, Universal Accounting can employ its timeless principles to help your small business prosper and stand the test of time.   Universal Accounting now challenges you to learn and implement timeless business principles into your business. The first step is easy and free, request your business score now:[/vc_column_text][/vc_column][vc_column width="1/2"][vc_gallery interval="5" images="15808,15807,15809,15810,15700"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_raw_html]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[/vc_raw_html][/vc_column][/vc_row] ### Freedom Workshop [vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text] FREEDOM Workshop Presented by: Universal Business Builder, a division of Universal Accounting Center AT Foresight Wealth Management 11550 S 700 E Draper, UT 84020 [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][action full_width="yes" content_in_grid="yes" type="normal" text_font_weight="" show_button="yes" background_image="15786" button_text="Register NOW" button_link="https://www.eventbrite.com/e/freedom-workshop-august-2018-tickets-41660829663?aff=ebdssbdestsearch"]Aug 16th, 9am to 5pm Foresight Wealth Management 11550 S 700 E, Draper, UT 84020[/action][vc_empty_space height="24px"][/vc_column][vc_column][vc_column_text]This full day event for business owners will help you focus ON your company in a new exciting way.  Attending this event will give you the information you need to take your business to a new level with vision, direction and actionable items to make 2018 the best year ever.   You will learn:   What 3 areas of the business you need to focus on to be successful The Key Performance Indicators you need to be watching on a daily, weekly and monthly basis The difference between Marketing and Selling What is the new tool is in marketing that you need to be using to get the sales you never had How to make sales natural and comfortable for everyone What 8 elements determine the worth of any business and how you can get an initial valuation of your company Empower your greatest asset, your employees, to work with purpose and clarity to all add to the bottom line in a fulfilling way The 4 keys to success in business, what you need to make this year the best year ever How your mental focus will determine everything around you   Join us to get the information you need to run your business as the owner you should be.  Get the help you need to:   Engage & Manifest Understand Accounting Increase Revenue Improve Profits Build Value in the business   Included we will have a working lunch.[/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/4"][vc_single_image image="15808" img_size="large" onclick="custom_link" img_link_target="_blank" qode_css_animation="" link="http://universalaccounting.com/build-your-business/accounting/"][/vc_column][vc_column width="1/4"][vc_single_image image="15807" img_size="large" onclick="custom_link" img_link_target="_blank" qode_css_animation="" link="http://universalaccounting.com/build-your-business/increased-sales/"][/vc_column][vc_column width="1/4"][vc_single_image image="15809" img_size="large" onclick="custom_link" img_link_target="_blank" qode_css_animation="" link="http://universalaccounting.com/build-your-business/improved-profits/"][/vc_column][vc_column width="1/4"][vc_single_image image="15810" img_size="large" onclick="custom_link" img_link_target="_blank" qode_css_animation="" link="http://universalaccounting.com/build-your-business/build-value/"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_video link="https://www.youtube.com/watch?v=S18Ayn_9ob0"][vc_empty_space height="24px"][action full_width="yes" content_in_grid="yes" type="normal" text_font_weight="" show_button="yes" background_image="15786" button_text="Register NOW" button_link="https://www.eventbrite.com/e/freedom-workshop-august-2018-tickets-41660829663?aff=ebdssbdestsearch"]Aug 16th, 9am to 5pm Foresight Wealth Management 11550 S 700 E, Sandy, UT 84020[/action][vc_empty_space height="24px"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text]FREEDOM Workshop for Business Owners Agenda: 9:00am START INTRODUCTIONS of ATTENDEES 3 Types of Business MAPPING the Business Using the tax code to help you and your business Understand Accounting (KPI’s) What Accounting reports should you look at The 5 key numbers in business. What numbers should you be watching 10:45 BREAK [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_video link="https://www.youtube.com/watch?v=BNVfBtB4A6U"][/vc_column][vc_column width="1/2"][vc_video link="https://www.youtube.com/watch?v=VcWp9H9jO4s"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text]Increase Revenue (Marketing) Marketing Reputation Marketing Sales   (Work Through Lunch – 15 minute break) Sponsored by [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_video link="https://www.youtube.com/watch?v=l94wmf4Zm8E"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text]Your Quest to Build Value (Production)   Built to Sell The 8 drivers that determine the Value of a Business Building an Accountable Culture in Business STAR training 4 Keys to Success [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_video link="https://www.youtube.com/watch?v=yERTP5kRzZc&t=5s"][/vc_column][vc_column width="1/2"][vc_video link="https://www.youtube.com/watch?v=68Nuo8OeAR0"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text]Your Mental Focus Self-Sabotaging Success by subconscious use of the Law of Attraction Thoughts Become Things Clarity Through Contrast Desire Statement Call to Actions - To-DO List 2:00pm Close[/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][action full_width="yes" content_in_grid="yes" type="normal" text_font_weight="" show_button="yes" background_image="15786" button_text="Register NOW" button_link="https://www.eventbrite.com/e/freedom-workshop-august-2018-tickets-41660829663?aff=ebdssbdestsearch"]Aug 16th, 9am to 5pm Foresight Wealth Management 11550 S 700 E, Sandy, UT 84020[/action][vc_empty_space height="24px"][vc_video link="https://www.youtube.com/watch?v=68Nuo8OeAR0"][vc_empty_space height="24px"][vc_raw_html]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[/vc_raw_html][vc_empty_space height="24px"][vc_video link="https://player.vimeo.com/video/193403804`` width=``640`` height=``360`` frameborder=``0`` webkitallowfullscreen mozallowfullscreen allowfullscreen"][vc_empty_space height="24px"][vc_video link="https://www.youtube.com/watch?v=28f0epk4kOo"][/vc_column][/vc_row] ### Your Business Score https://vimeo.com/122322572/3cf31e22b3 https://player.vimeo.com/video/193403804%20width=640%20height=360%20frameborder=0%20webkitallowfullscreen%20mozallowfullscreen%20allowfullscreenhttps://player.vimeo.com/video/192920817%20width=640%20height=360%20frameborder=0%20webkitallowfullscreen%20mozallowfullscreen%20allowfullscreen ### Own Nothing but Control Everything [vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text]Topic: Business Organization Presented by Pratt & LeFevre Corporation, Management Accounts   Ron Haycock Doug Hales, CPA Marvin Crowther   You’re in business but does it work for you.  Is your business putting you personally at risk.  Is there a better way to structure your business liability?  Join us for this thought provoking approach to business and see what you can do to create the layers of protection you need personally and professionally.   During the webinar we will learn:   The pros and cons of organizing a: C Corporation, S Corporation, Limited Liability Company Sole Proprietorship How to protect yourself from the litigious society in which we live.  Be "Sue Proof".  Someone wants to sue you say "So, Sue Me!  Go Right Ahead" Only those with large egos want to own a lot and let people know how much.  If you own nothing, you don’t run the risk of losing it.  But, if you control everything you can keep it close to you and earn all the money you want. Once you are protected, use your organization to realize the maximum tax benefits.  Under no condition, avoid paying taxes.  If you owe it, pay it.  However, if the IRS offers you opportunities to reduce your tax liability it would be foolish not to take advantage of those rules. What is the key to owning nothing, controlling everything and reducing your tax obligations?  Your organization is the key.  Learn Why and How! [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_video link="https://youtu.be/yrFSGDY3ka0" align="center"][/vc_column][/vc_row] ### What Your Clients Need [vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_single_image source="external_link" qode_css_animation="" custom_src="http://universalaccountingschool.com/wp-content/uploads/2017/04/What-clients-want-image.png"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text]Many CPAs are well-versed with what happened with their small business clients last year, or the year before. But how familiar are you with their plans going forward? For next year? Or 20 years down the road? Helping your small business clients build a strategic business plan, with growth and their long-term goals in mind, can be one of the most valuable things you can do for them. It’s also an incredible challenge, partly because small business owners are so mired in the day-to-day survival of running a small business that “today” takes most of their energy and emotional fortitude. Thinking about tomorrow can seem far too overwhelming. Here are some White Papers (PDF's) to help you navigate the coming needs of your clients:   How to Win Clients Strategic Business Planning What Your Clients Really Want The Practice Profitability Guide [/vc_column_text][/vc_column][/vc_row] ### Value Builder Workshops [vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text] Value Builder Workshops Presented by Universal Business Builder, a division of Universal Accounting Center Sponsored by Connect Share [/vc_column_text][vc_single_image image="15733" img_size="medium" alignment="center" onclick="custom_link" qode_css_animation="" link="http://connectshare.com/"][vc_empty_space height="24px"][action full_width="yes" content_in_grid="yes" type="normal" text_font_weight="" show_button="yes" background_image="15786" button_text="Register Now" button_link="https://www.eventbrite.com/e/value-builder-workshop-utah-county-june-2018-tickets-46898474600"]June 21st, 7:30am - 10am[/action][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/4"][vc_single_image image="15808" img_size="large" qode_css_animation=""][/vc_column][vc_column width="1/4"][vc_single_image image="15807" img_size="large" qode_css_animation=""][/vc_column][vc_column width="1/4"][vc_single_image image="15809" img_size="large" qode_css_animation=""][/vc_column][vc_column width="1/4"][vc_single_image image="15810" img_size="large" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_single_image image="15800" img_size="large" onclick="custom_link" qode_css_animation="" link="http://universalaccountingschool.com/grow-your-business/power-coaching/"][vc_empty_space height="24px"][vc_single_image image="15799" img_size="large" onclick="custom_link" qode_css_animation="" link="http://universalaccountingschool.com/grow-your-business/power-coaching/"][/vc_column][vc_column width="1/2"][vc_single_image image="15804" img_size="large" onclick="custom_link" qode_css_animation="" link="http://universalaccountingschool.com/grow-your-business/power-coaching/"][vc_empty_space height="24px"][vc_single_image image="15801" img_size="large" onclick="custom_link" qode_css_animation="" link="http://universalaccountingschool.com/grow-your-business/power-coaching/"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]Train with peers where you each share in confidence the challenges and success each facing as they also move forward.  You will have the opportunity to provide insights and suggestions while receiving the same. Helping Business Owners and Presidents of companies to have the proper perspectives: Looking at the business from within – Making a Profit Looking at the business from outside – Building Value [/vc_column_text][vc_empty_space height="24px"][vc_column_text]Universal Accounting, helping business owners and presidents of companies to: Engage & Manifest Understand Accounting Increase Revenue Improve Profits Build Value in business [/vc_column_text][vc_empty_space height="24px"][blockquote text="“The first and most important threshold for the growth of your company is to stop seeing it as an extension of yourself and start seeing it as its own being, with its own needs, aspirations and destiny. It’s when you set it free that it becomes your servant and not your master.” — Roger Knecht, president of Universal Accounting Center" show_quote_icon="yes"][vc_empty_space height="24px"][action full_width="yes" content_in_grid="yes" type="normal" text_font_weight="" show_button="yes" background_image="15786" button_text="Register Now" button_link="https://www.eventbrite.com/e/value-builder-workshop-utah-county-june-2018-tickets-46898474600"]June 21st, 7:30am - 10am[/action][/vc_column][vc_column width="1/2"][action full_width="yes" content_in_grid="yes" type="normal" text_font_weight="" show_button="yes" background_image="15786" button_text="Register Now" button_link="https://www.eventbrite.com/e/value-builder-workshop-utah-county-june-2018-tickets-46898474600"]June 21st, 7:30am - 10am[/action][vc_single_image image="15784" img_size="large" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_video link="https://vimeo.com/202476386"][/vc_column][vc_column width="1/2"][vc_video link="https://vimeo.com/205627612"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_video link="https://youtu.be/S18Ayn_9ob0"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]January (2017, 2018) In The BLACK: Nine Principles to Make Your Business Profitable The Universal Business Model - MAPPING the business – Marketing 8 Drivers to Build Value in Your Business Hub & Spoke [/vc_column_text][/vc_column][vc_column width="1/2"][vc_single_image image="15738" img_size="large" onclick="custom_link" img_link_target="_blank" qode_css_animation="" link="http://universalaccounting.com/wp-content/uploads/2017/02/20170105-Universal-Accounting.pdf"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_video link="https://youtu.be/FBiELAmDO4E"][/vc_column][vc_column width="1/2"][vc_video link="https://youtu.be/gpKB24rPCzw"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]February (2017, 2018) In The BLACK: Nine Principles to Make Your Business Profitable The Universal Business Model - MAPPING the business – Accounting Dashboarding & Benchmarking 8 Drivers to Build Value in Your Business The Switzerland Structure [/vc_column_text][/vc_column][vc_column width="1/2"][vc_single_image image="15776" img_size="large" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_video link="https://youtu.be/48YhYGG-Ae8"][/vc_column][vc_column width="1/2"][vc_video link="https://youtu.be/9n0mINQLUBg"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]March (2017) In The BLACK: Nine Principles to Make Your Business Profitable The Universal Business Model - MAPPING the business – Production 8 Drivers to Build Value in Your Business Your Value Builder Score [/vc_column_text][/vc_column][vc_column width="1/2"][vc_single_image image="15777" img_size="large" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_video link="https://player.vimeo.com/video/193403804"][/vc_column][vc_column width="1/2"][vc_video link="https://youtu.be/VcWp9H9jO4s"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]April (2017, 2018) Red to Black in 30 Days 8 Drivers to Build Value in Your Business Reoccurring Revenue Your Business Assessment [/vc_column_text][/vc_column][vc_column width="1/2"][vc_single_image image="15796" img_size="large" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]May (2017, 2018 in SLC, 2018 in Provo) Profit First – Getting the Priorities Straight Red to Black in 30 Days Cut to the Chase – Seven Key Elements to the Sales Process to Insure Your Growth [/vc_column_text][/vc_column][vc_column width="1/2"][vc_video link="https://youtu.be/l94wmf4Zm8E"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]June (2016, 2017) Own nothing, Control Everything Creating a Culture of Accountability Empowering Your Greatest Asset – The S.T.A.R. training program [/vc_column_text][/vc_column][vc_column width="1/2"][vc_video link="https://youtu.be/yERTP5kRzZc"][action full_width="yes" content_in_grid="yes" type="normal" text_font_weight="" show_button="yes" background_image="15786" button_text="Register Now" button_link="https://www.eventbrite.com/e/value-builder-workshop-utah-county-june-2018-tickets-46898474600"]June 21st, 7:30am - 10am[/action][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]July (2016, 2017) In the BLACK: 9 Principles that make your business profitable Working ON Your Business The 3 Business Types The 3 Types of Owners 8 Drivers to Build Value in Your Business The Automatic Customer Builder [/vc_column_text][/vc_column][vc_column width="1/2"][vc_video link="https://youtu.be/BNVfBtB4A6U"][vc_video link="https://youtu.be/28f0epk4kOo"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]August (2016, 2017) The 4 Ways to Motivate and Celebrate Your Employees 8 Drivers to Build Value in Your Business The Business Improvement Process [/vc_column_text][/vc_column][vc_column width="1/2"][vc_video link="https://youtu.be/fhW8Iy4grrE"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text]September I want my MoJo back! - planning your strategy to reach the goals you started towards when you launched your own business.  Take 2 hours this month to work ON your business and ignite that spark you know you have inside yourself to take your business to the next level. Becoming the New You, You 2.0 - As the owner of the businesses you are the embodyment of the company.  When people see you do they see your business.  Is your passion for the business enough for you, your employees and your clients to draw from or are you exhausted? [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]October (2016, 2017) Growing Your Business Geometrically Your Growth Quadrant Increase Your Impact See how to Strengthen Your Leadership By Enhancing Your Influence Skill [/vc_column_text][/vc_column][vc_column width="1/2"][vc_video link="https://youtu.be/y6SFJ2-CkBo"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]November (2017) 8 Drivers to Build Value in Your Business The Valuation Teeter Totter The Power of Connection [/vc_column_text][vc_single_image image="15939" img_size="medium" qode_css_animation=""][/vc_column][vc_column width="1/2"][vc_video link="https://youtu.be/0KwBKzML45M"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_column_text]December (2017) Speaking the Language of Business Dashboarding & Benchmarking 8 Drivers to Build Value in Your Business The Customer Score Establishing and Cultivating Lasting Relationships: Family, Business, and Community Your Net Promoter Score[/vc_column_text][/vc_column][vc_column width="1/2"][vc_video link="https://player.vimeo.com/video/125599090"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/2"][vc_video link="https://youtu.be/uomlwfLb6mU"][vc_empty_space height="24px"][vc_video link="https://youtu.be/3aezTh8TD90"][vc_empty_space height="24px"][/vc_column][vc_column width="1/2"][vc_video link="https://youtu.be/z8e01y1ZHdM"][vc_empty_space height="24px"][vc_video link="https://youtu.be/fhW8Iy4grrE"][vc_empty_space height="24px"][/vc_column][/vc_row] ### Your Engagement [vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" background_image="15545" css=".vc_custom_1475525733741{padding-top: 250px !important;padding-bottom: 250px !important;}"][vc_column][vc_column_text el_class="h1-large h1"] Your Engagement [/vc_column_text][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_video link="https://player.vimeo.com/video/193403804`` width=``640`` height=``360`` frameborder=``0`` webkitallowfullscreen mozallowfullscreen allowfullscreen"][vc_raw_js]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[/vc_raw_js][vc_video link="https://vimeo.com/202476386"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1474646533430{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/2"][vc_column_text]We take businesses from red to black using a proven system helping business owners in 5 specific areas: Engage & Manifest 48 Helping them gain clarity, shift from their limiting beliefs, prioritize and delegate with accountability Understand Accounting - identifying their Key Performance Indicators Increase Revenue - growing the the business in 4 keys areas Getting more customers to buy more, more often Geometric Marketing Improve Profits Biz Bench Benchmarking Reporting Build Value in their business using tried and proven processes, procedures and strategies and here is how:   Your Engagement with UAC. As we work with you to improve the value of your business this is what you can expect.  We will each month teach you a new strategy, process or procedure needed to increase the actual value of your business, increase your bottom line profits, clarity for the direction of the business in the coming years (1, 3 and 5 year plans) as well as creating an enhanced company culture.   Here is how it works.  When you engage with Universal Accounting we we commit to do the one or more of the following in the coming 12+ months: [/vc_column_text][/vc_column][vc_column width="1/2"][vc_video link="https://youtu.be/1s_y2WhEYOk" align="center"][vc_empty_space][vc_video link="https://vimeo.com/192920772"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column width="1/2"][vc_video link="https://vimeo.com/192920466"][/vc_column][vc_column width="1/2"][vc_video link="https://vimeo.com/192920669"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" background_color="#efefef" css=".vc_custom_1474646570912{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #e8e8e8 !important;}"][vc_column width="1/2"][vc_column_text] Monthly One-on-One or Conference call [/vc_column_text][vc_separator type="normal" color="#000000"][vc_empty_space][vc_column_text]This is four one-hour one-on-one meetings a month.  Each meeting will review the previous discussion and the related assignments with a focus on the 8 key value drivers.  A new topic will be introduced and prioritized.  In that process, you will decide how best to implement it within the business and what assignments will be given.  Lastly, the next appointment will be set.  (Following the call, a summary will be given along with complementary information.)[/vc_column_text][vc_empty_space][/vc_column][vc_column width="1/2"][vc_single_image image="15547" img_size="full" alignment="center" qode_css_animation=""][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1474646580286{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/2"][vc_single_image image="15548" img_size="full" alignment="center" qode_css_animation=""][/vc_column][vc_column width="1/2"][vc_column_text] Attendance at a Monthly Training & Master Mind Meeting with peer business owners [/vc_column_text][vc_separator type="normal" color="#000000"][vc_empty_space][vc_column_text]This monthly meeting delves into the training topics in more detail.  Because of the setting we discuss with other business owners the importance of implementing it in the business and how best to do so.  In the training your peers will share in confidence the challenges and success they are each facing as they also move forward.  You will have the opportunity to provide insights and suggestions while receiving the same.[/vc_column_text][vc_empty_space][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" background_color="#efefef" css=".vc_custom_1474646589887{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #e8e8e8 !important;}"][vc_column width="1/2"][vc_column_text] Training for Your Management Team [/vc_column_text][vc_separator type="normal" color="#000000"][vc_empty_space][vc_column_text]Many have a team of executives or management that need to also understand the value of the changes being made and will be given assignments related to the same.  As part of the engagement Universal can also train your management team to involve and engage them accordingly.  Often their buy-in is key to the success of the process and this ensures the seamless process.[/vc_column_text][vc_empty_space][/vc_column][vc_column width="1/2"][vc_single_image image="15549" img_size="full" alignment="center" qode_css_animation=""][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1474646600782{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/2"][vc_single_image image="15550" img_size="full" alignment="center" qode_css_animation=""][/vc_column][vc_column width="1/2"][vc_column_text] Quarterly Retreat Facilitation [/vc_column_text][vc_separator type="normal" color="#000000"][vc_empty_space][vc_column_text]Key to the success in business is the ability to work "ON" rather than just "IN" the business.  Removing from the place of business those individuals essential to the success of the business and for two days focusing on the recent results, receiving specific training, while gaining clarity for the coming months will accelerate the success of the business and those involved.  Universal will facilitate this offsite retreat with the intent to springboard the business to the next level of success and profit.[/vc_column_text][vc_empty_space][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" background_color="#efefef" css=".vc_custom_1474646609745{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #e8e8e8 !important;}"][vc_column][vc_row_inner row_type="row" type="full_width" text_align="left" css_animation=""][vc_column_inner][vc_column_text] Here is a summary of the things we will cover in the coming months: [/vc_column_text][/vc_column_inner][/vc_row_inner][vc_separator type="normal" color="#000000"][/vc_column][vc_column][vc_row_inner row_type="row" type="full_width" text_align="left" css_animation=""][vc_column_inner width="1/2"][vc_column_text] The Value Builder System (8 Drivers) Benchmarking with BizBench The Universal Business Model The Business Improvement Cycle The Business Improvement Process The Wisdom Pyramid High / Low Impact Evaluation Nine Principles for Profitability [/vc_column_text][/vc_column_inner][vc_column_inner width="1/2"][vc_column_text] The Universal Project Management Model The Universal Turnaround Model The Geometric Growth Model The S.T.A.R. Program The Pyramid of Employee Needs The Wheel of Business The Wheel of Life And more!! [/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1474646620670{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/2"][vc_video link="https://youtu.be/PclmUyPqqpo"][/vc_column][vc_column width="1/2"][vc_video link="https://youtu.be/uRDNLTMaZqo"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1476288799014{background-color: #ffffff !important;}"][vc_column][vc_column_text] All of this can include: [/vc_column_text][vc_separator type="normal"][vc_row_inner row_type="row" type="full_width" text_align="left" css_animation=""][vc_column_inner width="1/2"][vc_column_text] Business Development Training/Coaching Retreat Facilitation Succession Planning Strategic Planning [/vc_column_text][/vc_column_inner][vc_column_inner width="1/2"][vc_column_text] Client Team Training Executive Roundtables Executive Coaching Marketing Consulting Exit Strategy [/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_video link="https://player.vimeo.com/video/192920817`` width=``640`` height=``360`` frameborder=``0`` webkitallowfullscreen mozallowfullscreen allowfullscreen"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1476296831297{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column][vc_column_text] Who are your coaches, meet our experts: [/vc_column_text][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1476293563673{background-color: #ffffff !important;}"][vc_column width="1/4" css=".vc_custom_1476293774450{background-color: #ffffff !important;}"][vc_single_image image="14953" style="vc_box_circle_2" qode_css_animation=""][/vc_column][vc_column width="3/4" css=".vc_custom_1476294005337{background-color: #f2f2f2 !important;}"][vc_column_text] Roger Knecht President, Universal Accounting Center   Committed to help you build value in & improve profits in your business.   He also specializes in business consulting and can help you with your business. Roger Knecht can help you develop a team of committed individuals for success and profits using a proven system. Using an interactive process he enables attendees to specifically learn how. Each attendee will leave with actionable goals that will improve communication in the company, customer satisfaction and bottom line profits.   As President of Universal Accounting Center® (UAC) Mr. Knecht is a favorite presenter at Universal's seminars, combining wit and wisdom in sharing the principles of business success. Mr. Knecht has extensive experience in marketing and management with corporations of all sizes and has successfully implemented the principles of growth he speaks about.   Allen Bostrom, former President of UAC, says, "Roger's professional abilities and enthusiasm for Universal Accounting have been critical to the growth of the company during the past dozen years. Had it not been for Roger's contributions, we would not be where we are as a company today."[/vc_column_text][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1476293563673{background-color: #ffffff !important;}"][vc_column width="1/4" css=".vc_custom_1476293774450{background-color: #ffffff !important;}"][vc_single_image image="14954" style="vc_box_circle_2" qode_css_animation=""][/vc_column][vc_column width="3/4" css=".vc_custom_1476293976993{background-color: #f2f2f2 !important;}"][vc_column_text] Scott Mckinley Structured Power Coaching/Value Builder Implementation Coach   Scott McKinley has spent a decade working with business owners, students and graduates of Universal Accounting Center as the senior business coach. He has personally assisted hundreds of individuals in the development and growth of their own businesses. Scott is highly sought after as a presenter for Universal and has helped individuals in their own companies as a facilitator of successful business improvement seminars. With his passion for helping others and his unique and humorous presenting style, he speaks and shares his expertise as a business coach, weekly in classes taught all across North America.   As a certified Law of Attraction practitioner and Value Builder (VB) provider he has the training and experience to help business owners apply the processes, procedures and strategies to work ON their businesses.   "Scott is a knowledgeable professional who possesses a great deal of marketing expertise that is specific to helping professionals to exceed.  His energy and motivation were inspirational to me!" -  Jennifer Foody   "As a friend and colleague I've seen Scott evolve into the man that he is today applying the very tools and principles he teaches. He has excelled professionally, as a husband and father while also helping others to become their best in business and personally. I always recommend people work with Scott without hesitation. He is an excellent business and life coach." -  Roger Knecht, President Universal Accounting Center[/vc_column_text][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column width="1/4"][vc_single_image source="external_link" external_img_size="150x150" qode_css_animation="" custom_src="https://universalaccountingschool.com/wp-content/uploads/2017/11/Mike-Agrelius-pic.png"][/vc_column][vc_column width="3/4"][vc_column_text]Mike Agrelius is a marketer and a serial entrepreneur. He has increased sales for several companies in the travel industry, new  technology and consumer goods by implementing basic marketing strategies including alliance building, targeted messaging, list acquisition, referral programs, and improved customer service. He has created and marketed board games, card games, books, and CDs. He is a big fan of public relations and thinks the best way to get sales to come in is to get prospective customers to call you. He has been able to secure working relationships with Ford, Toyota, Chrysler, Eaton, John Deere, GE, FOX, ABC, NBC, Neiman-Marcus, Wal-Mart, and others. Most recently he has been the Producer and VP of Marketing for a new TV show that is intertwined with the Internet, and designed to help startups and new businesses get funding and exposure.[/vc_column_text][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1476293563673{background-color: #ffffff !important;}"][vc_column width="1/4" css=".vc_custom_1476293774450{background-color: #ffffff !important;}"][vc_single_image source="external_link" external_img_size="430 × 344" qode_css_animation="" custom_src="https://universalaccountingschool.com/wp-content/uploads/2018/04/Curtis-Swenson-headshot.jpg" caption="Curtis Swenson"][/vc_column][vc_column width="3/4" css=".vc_custom_1476294005337{background-color: #f2f2f2 !important;}"][vc_column_text] Curtis Swenson Your Problem Solving Ally/Value Builder Implementation Coach Curtis loves people and finds it very rewarding to help them get what they want. He asks a lot of questions in order to discover what "that" is. Then he asks more questions to help them decide how they want to get it. He has an extensive background in personal development, emotional intelligence and coaching.[/vc_column_text][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column width="1/4"][vc_single_image source="external_link" external_img_size="150x150" qode_css_animation="" custom_src="https://universalaccountingschool.com/wp-content/uploads/2016/03/DSC_4987.jpg"][/vc_column][vc_column width="3/4"][vc_column_text]Ken Bostrom has been an instructor, coach, and officer of Universal sector for nearly three decades.  He has seen Universal Accounting Center grow from a small local brick-and-mortar accounting training school to an international provider of cutting edge, on-line certification training for accounting professionals to start and grow their own bookkeeping, accounting, and tax practice.   Ken is the author behind our Professional Bookkeeper’s Guide to QuickBooks, as well as it’s annual updates.  You could say Ken wrote the book on how to use QuickBooks to get more done in less time, and to become a Profit and Growth Expert.   He is a certified QuickBooks Specialist and a QuickBooks Pro Advisor.[/vc_column_text][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1476293563673{background-color: #ffffff !important;}"][vc_column width="1/4" css=".vc_custom_1476293774450{background-color: #ffffff !important;}"][vc_single_image image="14957" style="vc_box_circle_2" qode_css_animation=""][/vc_column][vc_column width="3/4" css=".vc_custom_1476294005337{background-color: #f2f2f2 !important;}"][vc_column_text] Scott Stephenson Profit and Growth Coach “ In the Black/Red to Black John Scott Stephenson has over 20 years of consulting experience in training design, implementation, facilitation, change management, customer loyalty, leadership development, and sales and marketing. He has designed and implemented management systems to support major change initiatives for numerous organizations throughout the United States, Europe and Asia. His goal is to help organizations be more profitable and help their people become more effective.   Scott's clients are in the public, private and non-profit sectors, which have given him broad experience in understanding critical organizational issues. His clients include the Center for Disease Control, Phillip Morris, DeVry University, and KPMG Peat Marwick. He has an MBA and Bachelor's Degree in Economics.[/vc_column_text][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1476294728332{padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/4" css=".vc_custom_1476293774450{background-color: #ffffff !important;}"][vc_single_image image="14958" style="vc_box_circle_2" qode_css_animation=""][/vc_column][vc_column width="3/4" css=".vc_custom_1476294005337{background-color: #f2f2f2 !important;}"][vc_column_text] Clay Neves BizBench/Value Builder Implementation Coach Clay Neves is an 11 year veteran with Universal Accounting Center (UAC) and has worked with business throughout the United States and Canada.   Using a business valuation & benchmarking program that uses some of your financial information to compare the company to your industry standards, based on NAICS codes, he will show you what is going well in the business and identify areas for improvement with specific action items so you can do better than your competition.   More important, there is a national award that recognizes businesses that are in the Top 10% of their industry based on NAICS code that he will help guide you to earn.   At UAC he oversaw the growth of Universal's seminar department nearly ten-fold, and oversaw the enrollment call center before taking on the implementation of BizBench as a new product, as well as webinars, virtual conferences, and other R&D projects. He has been involved at the executive level in using key performance indicators to identify trends, problems, opportunities and business solutions. He is a past Chamber of Commerce executive and knows how to help small business. With over 30 years of sales and marketing management experience, he can help you implement business assessment and evaluation, as well as coach you on how to attract new clients, increase retention, and expand your consulting income.[/vc_column_text][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_empty_space][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]Contact Universal Accounting TODAY to see how this all can apply to you and your business.  Learn how we can do this and more with you and your team.[/vc_column_text][/vc_column][/vc_row] ### Build Value [vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image="15537" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475525587428{padding-top: 250px !important;padding-bottom: 250px !important;}"][vc_column][vc_column_text el_class="h1-large h1"] Build Value [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_video link="https://player.vimeo.com/video/118753122`` width=``640`` height=``360`` frameborder=``0`` webkitallowfullscreen mozallowfullscreen allowfullscreen"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1476287752443{background-color: #ffffff !important;}"][vc_column][vc_raw_js]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[/vc_raw_js][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474496136922{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column][vc_column_text] We take businesses from red to black using a proven system focused on: [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474496148881{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column][vc_column_text]Building the value of business based on the 8 drivers of business value. To often a business works to make a profit while still not building value in the company. Whether it is for retirement, to secure funds, to sell, etc. the value of the business is as important as the profits.  We work to insure the business is treated like it should be, an assets.   Grow Your Bookkeeping Business Without Choking On It - There's a Formula for Success in Business   Your Value Builder Score is calculated through an analysis of your business ́s performance on eight factors that drive the value of your business. Along with your score, you will see a result on all eight of the value drivers and the average score for each among companies in your industry.   Do you want to increase the value of your business? Following this proven process we help you implement proven processes and procedures within your business to increase its value profits.[/vc_column_text][vc_empty_space][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474495517800{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #e8e8e8 !important;}"][vc_column width="1/2"][vc_single_image image="15540" img_size="full" alignment="center" qode_css_animation=""][/vc_column][vc_column width="1/2"][vc_column_text] The Value Builder System (8 Drivers) * see below Benchmarking with BizBench The Universal Business Model The Business Improvement Cycle The Business Improvement Process The Wisdom Pyramid High / Low Impact Evaluation Nine Principles for Profitability The Universal Project Management Model The Universal Turnaround Model The Geometric Growth Model The S.T.A.R. Program The Pyramid of Employee Needs The Wheel of Business The Wheel of Life And more!! [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474496174778{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/2"][vc_column_text]As certified Value Builder providers we insure you implement the key elements in your business. It is with your coaches you will go from working IN the business to working ON it.  What can you expect for you and your business (Click Here For More Details)[/vc_column_text][vc_empty_space][vc_column_text]Business Development Training/Coaching Retreat Facilitation Succession Planning Strategic Planning Client Team Training Executive Roundtables Executive Coaching Marketing Consulting Exit Strategy [/vc_column_text][/vc_column][vc_column width="1/2"][vc_single_image image="15541" img_size="full" alignment="center" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475704093223{padding-top: 32px !important;background-position: 0 0 !important;background-repeat: no-repeat !important;}"][vc_column][vc_single_image image="15324" img_size="full" alignment="center" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475704098245{padding-bottom: 32px !important;}"][vc_column][vc_column_text]We are committed to providing the highest quality of Business Advice & Coaching in a market whether the economy for your industry is sluggish and slowing, it appearing sluggish or real growth is projected into the future. Either way, many companies are facing major challenges in achieving healthy growth and profitability. Our Value-Growth coaching approach is geared to helping businesses identify and exploit opportunities which will lead to increased revenues, profitability and marketability.[/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474496183090{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/2"][vc_column_text]We coach our clients to apply and implement specific proven strategies and tools that will develop their business to its maximum value. Like a house or any other property you own, your business is an asset. Whether you want to sell the business or grow its value for future generations, a sale at some point, etc. we coach you on how to achieve the maximum market potential and selling price. GET YOUR BUSINESS SCORE (Click on the button at the top of this page that says "Get Your Score" NOW![/vc_column_text][vc_empty_space][button size="medium" target="_self" hover_type="default" text_align="center" text="Get Your Score" link="http://universalaccounting.com/build-your-business/build-value/"][/vc_column][vc_column width="1/2"][vc_single_image image="15542" img_size="full" alignment="center" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474498867787{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column][vc_separator type="normal"][vc_row_inner row_type="row" type="full_width" text_align="left" css_animation=""][vc_column_inner width="1/2"][vc_video link="https://vimeo.com/125596681"][vc_empty_space][vc_video link="https://vimeo.com/125597196"][vc_empty_space][vc_video link="https://vimeo.com/125598595"][vc_empty_space][vc_video link="https://vimeo.com/125599090"][/vc_column_inner][vc_column_inner width="1/2"][vc_video link="https://vimeo.com/125596907"][vc_empty_space][vc_video link="https://vimeo.com/125598468"][vc_empty_space][vc_video link="https://vimeo.com/125598817"][vc_empty_space][vc_video link="https://vimeo.com/125599216"][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row] ### Improved Profits [vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475519544497{padding-top: 250px !important;padding-bottom: 250px !important;background-image: url(http://universalaccounting.com/wp-content/uploads/2016/10/Optimized-pexels-photo-187041-darken.jpeg?id=15533) !important;}"][vc_column][vc_column_text el_class="h1-large h1"] Improved Profits [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474492254519{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column][vc_column_text] We take businesses from red to black using a proven system focused on: [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474493378600{padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/3" css=".vc_custom_1474493408486{padding-top: 100px !important;}"][vc_single_image image="15417" img_size="medium" alignment="center" onclick="custom_link" img_link_target="_blank" qode_css_animation="" link="http://universalaccountingschool.com/intheblack/"][vc_empty_space][vc_single_image image="15418" img_size="medium" alignment="center" onclick="custom_link" img_link_target="_blank" qode_css_animation="" link="http://universalaccountingschool.com/red-to-black-in-30-days/"][vc_empty_space][vc_single_image image="15677" img_size="medium" alignment="center" onclick="custom_link" img_link_target="_blank" qode_css_animation="" link="https://www.amazon.com/gp/product/0981808298/ref=as_li_tf_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=0981808298&linkCode=as2&tag=obsidian-20"][vc_empty_space][vc_single_image source="external_link" external_img_size="500x356" qode_css_animation="" custom_src="https://universalaccountingschool.com/wp-content/uploads/2017/11/Book-of-the-year.jpg"][vc_empty_space][vc_column_text]"I came across Universal Accounting Center and the book "In The Black" about 9 years ago when I was starting my own accounting business. I had graduated with an accounting bachelors degree the year prior and was excited to get started. I wanted to build a company that offered really good accounting and consulting services so that I could feel good about the quality of work I was providing my clientele as well as to earn a comfortable living doing it. Universal Accounting and In The Black offered me great knowledge and gave me the confidence I needed to succeed on my own. I still refer back to In The Black now 9 years later and use the principles outlined to help clients focus on the things that will really help their business. In The Black is a great foundation for consultations, and I have found it to be a very valuable resource in my practice. I highly recommend Universal Accounting to anyone looking to go out on their own, or to improve what they already have in place."- Chris Webb[/vc_column_text][/vc_column][vc_column width="2/3"][vc_column_text]Improved profits using the principles found "in the Black" & "Red to Black"and "Profit First."[/vc_column_text][vc_empty_space][vc_column_text]Benchmarking the business & doing an initial valuation[/vc_column_text][vc_empty_space][vc_video link="https://youtu.be/uomlwfLb6mU"][vc_empty_space][vc_video link="https://youtu.be/RFRbvHabSAM"][vc_empty_space][vc_column_text]BizBench Reports benchmark a business against similar businesses in the same NAICS code in 51 key financial metrics using the extensive Risk Management Association (RMA) database of hundreds of thousands of businesses throughout North America.  It organizes, charts, and graphs the data into a meaningful presentation of the analysis, complete with comprehensive recommendations for improvement.  All in seconds after you have entered some basic data from the Income Statement and Balance Sheet. Used correctly, this comprehensive report can accelerate the Business Improvement Cycle in your own or your client's business to get to the TOP 10% of the business's industry in overall business performance![/vc_column_text][vc_empty_space][vc_video link="https://youtu.be/3aezTh8TD90"][vc_empty_space][vc_column_text]No matter what your position in your business, no matter what your product or service, and irrespective of your talent, skill or experience, the 9 principles presented can make you more profitable![/vc_column_text][vc_video link="https://youtu.be/FBiELAmDO4E"][vc_empty_space][vc_video link="https://youtu.be/rixrWUI3Nzc"][vc_empty_space][vc_column_text]The principles and concepts we use will help you immediately become more profitable in your business and to enhance your expertise and wisdom in business decision-making.[/vc_column_text][/vc_column][vc_column][/vc_column][vc_column][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474494017137{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column][vc_column_text] Gain Business Wisdom [/vc_column_text][vc_separator type="normal"][vc_column_text]In the Black introduces the concept of the Wisdom Pyramid. It is a way of modeling the assimilation of data into meaningful and predictive business decisions.   You will learn how accounting is the primary source of data and how to use this data to work your way up the Wisdom Pyramid using reports and statistical analysis of your business data.   Every business decision that you make should be based upon experience (wisdom gained from past analysis of information) or upon current information. Without specific metrics to gauge your success, you will have no data to determine what things that you try are working.   To move up the wisdom pyramid, you have to experiment with new approaches. The difference between an company that is performing well and the true successes stem in large degree to how willing its management is to try new approaches and measure their success.   Without constantly reinventing yourself, you could find yourself in the same position of buggy whip manufacturers at the dawn of the automobile's popularity. Even though the product they made fit a former need well, the world moved on without them. No company can afford to find themselves left behind. Continued measurement and course adjustment will assure that you never are.   "In the Black" introduces a model for increased profitability, the Universal Business Model.   Under the Universal Business Model (UBM), communication between the three basic functions of all business increase profitability.   "In the Black" explains how each department must communicate with every other department, and how it directly affects profitability. "In the Black" introduces a model for increased profitability, the Universal Business Model.  Any business functions that act independently of the other three can single-handedly doom a company. For example, if Marketing has not been informed by production as to what it currently manufactures, marketing dollars get wasted. Likewise, if manufacturing is not told by accounting what products are profitable to produce, they may operate at a loss.[/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474494472703{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column][vc_column_text] Improve Communication [/vc_column_text][vc_separator type="normal"][vc_single_image image="15534" img_size="full" qode_css_animation=""][vc_empty_space][vc_column_text]"In the Black" introduces a model for increased profitability, the Universal Business Model.   Under the Universal Business Model (UBM), communication between the three basic functions of all business increase profitability.   In the Black explains how each department must communicate with every other department, and how it directly affects profitability.   In the Black introduces a model for increased profitability, the Universal Business Model.   Any business functions that act independently of the other three can single-handedly doom a company. For example, if Marketing has not been informed by production as to what it currently manufactures, marketing dollars get wasted. Likewise, if manufacturing is not told by accounting what products are profitable to produce, they may operate at a loss.   A good example of this is a frame shop that bragged how much business that it was bringing in and how much it was taking business away from its competitors. Upon further analysis, it was found that they were operating at a loss on every sale. They could undercut their competitors only because their competitors couldn't afford to sell the frames at the price either. The key difference is that their competitors were are aware of the fact.   In the example above, the most disturbing thing is that the frame shop was not even aware of its failure. Often, without communication between divisions of a company, each function of a company may be doing well in and of itself, but the company as a whole suffers.   Metrics within each function of a company should reflect its contribution to the whole, and not independent of the other business functions. When one basic business function is working well, but independent of the success of the company as a whole, it is a bit like two people on a small boat out to sea. One person says to the other in an accusing manner, "Your half of the ship is sinking" When the boat goes under, it will be of little comfort to the accuser if his half of the boat sinks last.   In much the same way, if production is cranking out widgets at a record pace and marketing can't interest customers in it, the company suffers. If the product is not making the company money and the accounting function doesn't report it, likewise the company as a whole suffers from lack of key business knowledge. A company's functions win or lose together. Finding the source of fault only provides useful information when there is still time to do something about it. A coroner wastes his time scolding bodies on his slab when he tells them they should have exercised more. Make sure that you don't wait to analyze your accounting data during a "postmortem" exam.[/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474494491353{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column][vc_column_text] Be More Profitable [/vc_column_text][vc_separator type="normal"][vc_column_text]As you learn to increase communication across the business functions of marketing, production, and accounting, you become more profitable as a natural consequence.   When production knows from the marketing function what products and services that customers want, they know what to produce to make the company more profitable. Likewise, if the accounting function of the company informs marketing that costs have risen for a particular product, marketing now knows to raise the price of the product to maintain profitability.   Many examples of these cross-function interactions are given in In the Black to give models from which to apply the principles to your own business.   Of course, profitability should be the goal of every business. Regardless of how well that marketing, production, or accounting work on their own, it is only when they work well in concert that profitability is achieved. A business that cannot sustain itself by staying in the black cannot hope to stand the test of time, and the most basic measurement of a company's success is its very survival.   Don't be content to merely survive. With the process of continual improvement outlined in In the Black, you will find ways to maximize your profit that you had never dreamed of. Continually monitoring the effectiveness of your efforts through good accounting practices will help you to achieve the business wisdom to know what works and what works better.[/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_raw_js]JTNDaWZyYW1lJTIwaWQlM0QlMjJTZWxsYWJpbGl0eVNjb3JlRW1iZWQlMjIlMjB3aWR0aCUzRCUyMjEwMCUyNSUyMiUyMGhlaWdodCUzRCUyMjY3MCUyMiUyMHNyYyUzRCUyMiUyMiUyMGZyYW1lYm9yZGVyJTNEJTIyMCUyMiUyMHN0eWxlJTNEJTIycGFkZGluZyUzQTAlM0IlMjBtYXJnaW4lM0EwJTIyJTIwc2Nyb2xsaW5nJTNEJTIybm8lMjIlM0UlM0MlMkZpZnJhbWUlM0UlM0NzY3JpcHQlMjB0eXBlJTNEJTIydGV4dCUyRmphdmFzY3JpcHQlMjIlMjBzcmMlM0QlMjJodHRwJTNBJTJGJTJGc2NvcmUudmFsdWVidWlsZGVyc3lzdGVtLmNvbSUyRmpzJTJGZnJvbnRlbmQlMkZlbWJlZFNlbGxhYmlsaXR5VW5TY3JvbGwuanMlM0YlMkZzdXJ2ZXklMkZleUpqYjIxd1lXNTVYMmxrSWpvek1ERXdNSDAlM0QlM0ZicmFuZGluZyUzRHZhbHVlYnVpbGRlciUyMiUzRSUzQyUyRnNjcmlwdCUzRQ==[/vc_raw_js][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text]For updates, events and inspirational thoughts follow us on our Facebook fanpage for business owners and presidents as we focus on building value in the business[/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text] Save Save[/vc_column_text][/vc_column][/vc_row] ### Increased Revenues [vc_row row_type="parallax" parallax_content_width="in_grid" text_align="left" background_image="15529" full_screen_section_height="no"][vc_column css=".vc_custom_1475518968529{padding-top: 270px !important;padding-bottom: 270px !important;background-color: rgba(147,147,147,0.56) !important;*background-color: rgb(147,147,147) !important;}"][vc_column_text el_class="h1-large h1"] Increased Sales [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474488032746{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/2" css=".vc_custom_1474480050523{padding-top: 52px !important;}"][vc_column_text] We take businesses from red to black using a proven system focused on increased sales (revenue) following "Cut to the Chase" principles. [/vc_column_text][vc_empty_space][vc_column_text]Either a business is growing or dying. There are proven steps to enhance the sales process. Using the principles found in "Cut to the Chase" revenues will increase within the business[/vc_column_text][/vc_column][vc_column width="1/2"][vc_single_image image="15531" img_size="full" alignment="center" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475519219778{padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column][vc_column_text] How do we increase sales? [/vc_column_text][vc_empty_space height="64px"][vc_single_image image="15292" img_size="full" alignment="center" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475519145106{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column][vc_column_text] We offer a specific proven process which we train and certify individuals and businesses in.  It is called:   Cut to the Chase   This is a 7 step system that simplifies the sales process enabling the sales individuals to move with the customer to the close, the decision.  Along the way we develop the needed skills to help the sales person do so with confidence and competence.  We also focus on a clear 5 step process to comfortably Overcome Objections.   The purpose of the training is to create a comfortable effective process for both the customer and sales person.  The goal is to take the sales person from that of an "order taker" to a "master closer".[/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_video link="https://vimeo.com/200387113"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_raw_js]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[/vc_raw_js][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text]For updates, events and inspirational thoughts follow us on our Facebook fanpage for business owners and presidents as we focus on building value in the business[/vc_column_text][/vc_column][/vc_row] ### Accounting [vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475517345203{padding-top: 242px !important;padding-bottom: 200px !important;background-image: url(http://universalaccounting.com/wp-content/uploads/2016/10/Optimized-pexels-photo-3-darken-1.jpg?id=15523) !important;}"][vc_column el_class="h1-large h1"][vc_column_text] Accounting-it's the language of business [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_video link="https://youtu.be/S18Ayn_9ob0" align="center"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474315242178{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column][vc_column_text] Too often accounting is thought of as a once a year event, tax preparation. Proper accounting enables a business to make informed business decisions. Done correctly, accounting is not a necessary evil (liability) but key to the success in business (an asset) Not all accountants are alike. We are different. We work with you to grow your business and your bottom line. [/vc_column_text][vc_column_text css=".vc_custom_1474315748947{padding-top: 32px !important;}"]Our profit and growth experts are committed to serving the needs of businesses in our community. We have the services and know-how required to help your business prosper today, tomorrow and five years from now.   You will never see us apply a one-size-fits-all solution. Instead our accountant will give you personal attention and a sophisticated, forward-looking strategy.   Every business decision that you make should be based upon experience (wisdom gained from analysis of past information) or upon current information. Without specific metrics to gauge your success, you will have no data to determine what's working.   To move up the wisdom pyramid, you have to experiment with new approaches. The difference between a company that performs well and one that excels stems, in large degree, from the management's willingness to try new approaches and then measure their success.   Successful businesses continually reinvent themselves. When they don't, they find themselves in the same position as buggy whip manufacturers at the dawn of the automobile's popularity. Even though the product they made fit a former need well, the world moved on without them. No company can afford to find themselves left behind. Continued measurement and course adjustment will assure that you never are.[/vc_column_text][/vc_column][vc_column][/vc_column][vc_column][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_video link="https://www.youtube.com/watch?v=nWcj1PFukYA"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475517878114{padding-top: 125px !important;padding-bottom: 125px !important;background-image: url(http://universalaccounting.com/wp-content/uploads/2016/09/Optimized-pexels-photo-1.jpg?id=15524) !important;}"][vc_column width="1/4"][/vc_column][vc_column width="1/2"][vc_column_text css=".vc_custom_1476287312970{padding-top: 32px !important;padding-bottom: 32px !important;background-color: rgba(94,157,200,0.85) !important;*background-color: rgb(94,157,200) !important;}"] Increase Profits 30 Ways We Can Help You Make Money [/vc_column_text][/vc_column][vc_column width="1/4"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_video link="https://youtu.be/MC5p_r20plE"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474316025937{padding-top: 32px !important;background-color: #ffffff !important;}"][vc_column][vc_column_text] Here are small business services we offer that will help you Make & Save Money: [/vc_column_text][vc_separator type="normal"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474316034920{padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/2"][vc_column_text] Send out customer statements on time so you can get paid File all customer invoices so that nothing gets lost Track late payments in order to resolve these problems quickly Ensure that you stop serving customers who aren't paying their bills Safeguard good customer relations by properly recording all payments Accurately calculate interest, and collect it from overdue accounts Reduce the need to borrow money due to poor cash flow Ensure that you don't lose sales because items are out-of-stock Avoid rush delivery charges to obtain out-of-stock items Stop wasting money buying more of what isn't selling Set your sales prices based on profit instead of conjecture Concentrate on selling the most profitable items instead of the easiest ones Identify profitable cross-selling opportunities Avoid selling products at a loss because you don't take markdowns on time Know which money-making product lines to expand, and which ones to drop because they're money-losers [/vc_column_text][/vc_column][vc_column width="1/2"][vc_column_text] Discover theft before it becomes a problem Never pay a bill twice by mistake Never lose a discount by paying a vendor late Reduce the need to borrow by planning for your payment due dates Maintain your good credit rating and keep your borrowing costs low Obtain better credit terms based on your good payment history Know how much payroll and sales taxes you owe, in order to avoid penalties and interest Never write a bad check Never pay another bad check service charge Make sure all your cash receipts are credited to your account Know when you have excess cash so that you can put it to work Track your expenses in detail so you know which ones can be reduced Never spend beyond your budget Get the maximum tax deductions for the expenses of running your business Figure your profit on a cash or accrual basis so you pay the lowest taxes [/vc_column_text][/vc_column][/vc_row][vc_row row_type="parallax" parallax_content_width="in_grid" text_align="left" background_image="15525" full_screen_section_height="yes" vertically_align_content_in_middle="yes" css=".vc_custom_1475518130442{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/6"][/vc_column][vc_column width="2/3" css=".vc_custom_1475518198202{padding-top: 15px !important;padding-bottom: 15px !important;background-color: rgba(252,252,252,0.85) !important;*background-color: rgb(252,252,252) !important;}"][vc_row_inner row_type="row" type="full_width" text_align="left" css_animation="" css=".vc_custom_1475701560693{background-color: #ffffff !important;}"][vc_column_inner width="1/4"][vc_single_image image="14895" img_size="175x175" qode_css_animation=""][/vc_column_inner][vc_column_inner width="1/4"][vc_single_image image="14897" img_size="175x175" qode_css_animation=""][/vc_column_inner][vc_column_inner width="1/4"][vc_single_image image="15500" img_size="210x139" qode_css_animation="" css=".vc_custom_1475701899902{margin-top: 10% !important;}"][/vc_column_inner][vc_column_inner width="1/4"][vc_single_image image="14894" img_size="200x200" qode_css_animation="" css=".vc_custom_1475702031994{margin-top: -7% !important;}"][/vc_column_inner][/vc_row_inner][vc_column_text css=".vc_custom_1483127353911{padding-top: 32px !important;padding-bottom: 32px !important;}"] Call Now! WE CAN HELP! 801-265-3777 [/vc_column_text][vc_column_text]In today's competitive environment, information is power!   With these services, you'll receive valuable information to improve your cash flow, control your operations, and reduce your taxes. It will be prepared accurately, based on proper accounting rules and procedures. Plus, you will understand what the numbers mean, and how you can use them to manage your business more profitably.   You'll uncover a goldmine of profit-building information as you determine your financial standing, and when used properly, this information can help you better plan for the success of your business.   Call today for a free consultation. There is absolutely no obligation.   It will be well worth your time!   We pride ourselves in being more than just accountants or bookkeepers. We are committed to being that and more. We want to be your Profit and Growth Experts.   The services we offer are designed to give you the information you need to make the most profitable decisions in your business. We'll provide you with timely and accurate information so that you can focus on what you do best in your company.   To accomplish this goal we have identified 30 ways we can make you money so that you can have custom-designed small business accounting processes that you can refer to as Your Accounting System.   As you build your business we are committed to grow with you. Simply put, we measure our success by how well we help you achieve yours.[/vc_column_text][/vc_column][vc_column width="1/6"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474475300263{padding-top: 32px !important;background-color: #ffffff !important;}"][vc_column][vc_column_text] Tax Expert [/vc_column_text][vc_column_text] The Value of Having a Tax Preparer [/vc_column_text][vc_empty_space][vc_column_text] Tax laws become more complicated each season, and many individuals and businesses find comfort in having an expert prepare their taxes for them. As a Tax Preparer I can promise that when you retain my services you enjoy the following five benefits each tax season: [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474476344327{background-color: #ffffff !important;}"][vc_column width="1/2"][vc_column_text]We Will Save You Time, Energy, and Anxiety If I do your taxes, you don't have to. This means you can spend your time on more worthwhile ventures, sleep well, and be worry-free come April 15th. And if you're a business owner, this means you can spend that time making more money.[/vc_column_text][vc_empty_space][vc_column_text css=".vc_custom_1508886422102{padding-top: 28px !important;}"]We Manage Complicated Tax Issues One thing is constant: tax laws change. The layperson doesn't typically follow tax law and would like filing to be less complicated. That's where I come in. I know tax law and understand what may appear to be a complex tax jungle. Let me put your mind at ease: I know what I'm doing and can use that knowledge to complete an accurate and beneficial return for you.[/vc_column_text][/vc_column][vc_column width="1/2"][vc_column_text]We Potentially Increase Returns You're more likely to increase your return when you retain my services. Because of my understanding of deductions, charitable contributions, capital savings, write-offs, and depreciation, you could have a lot more money returning to you, often more than enough to cover my fees.[/vc_column_text][vc_empty_space][vc_column_text]We Provide Tax Planning Services that Ultimately Save Money If you enlist my services throughout the year, we can save you a substantial amount of money come next tax season. Tax planning is important because it helps you make tax-saving choices throughout the year that pay off when I file your taxes. Don't waste your time and energy on a task that's better outsourced to a professional. Call today and discover how I can help relieve you and/or your business of this burden.[/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474476683862{background-color: #ffffff !important;}"][vc_column][vc_column_text]Services Every business is unique. Because of this, accounting needs vary. To meet your company's needs, we provide a suite of services certain to fulfill the requirements of virtually any small business. Please review the list below. And if something you need is missing, please don't hesitate to call and ask why our services are well-matched with your needs. And if we can't do it, we certainly know who can. [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474476356207{padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/2"][vc_column_text] Accounting Services for small business Bank Reconciliations Bookkeeping Services Budgeting Cash Flow Management Conversions from Manual to Automated Systems Financial Statement Preparation Full-charge Bookkeeping General Ledger Preparation [/vc_column_text][/vc_column][vc_column width="1/2"][vc_column_text] Human Resources Management for Small Business Income Tax Preparation Loan Application Preparation Payroll Services Preparation of Unemployment Forms Loan Package Preparation Tax Return Preparation Tax Planning and much more! [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image="15527" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475518413636{padding-top: 32px !important;padding-bottom: 32px !important;}"][vc_column][vc_empty_space height="152px"][vc_column_text] Business Benchmark Evaluation evaluation [/vc_column_text][vc_empty_space height="152px"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1474478511609{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column][vc_column_text] Discover how your business compares with competitors. Learn which of your financial measurements needs improvement. Identify action steps that will make your company stronger and more valuable. Train your managers to take action based on performance results. Position your company more favorably for financing. [/vc_column_text][vc_empty_space][vc_column_text] Call for your FREE BizBench analysis! 801-265-3777 [/vc_column_text][vc_empty_space][vc_single_image image="15493" img_size="medium" alignment="center" qode_css_animation=""][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_raw_js]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[/vc_raw_js][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text]For updates, events and inspirational thoughts follow us on our Facebook fanpage for business owners and presidents as we focus on building value in the business[/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column][vc_column_text] Save[/vc_column_text][/vc_column][/vc_row] ### Certify Your Skills [vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475698653950{padding-top: 250px !important;padding-bottom: 250px !important;background-image: url(http://universalaccounting.com/wp-content/uploads/2016/10/Optimized-photo-1462212018902-1ca14eec1bb2-darken.jpg?id=15571) !important;}"][vc_column][vc_column_text el_class="h1-large h1"] Certify Your Skills [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475509520023{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/6"][/vc_column][vc_column width="2/3"][vc_column_text] We help individuals enhance their careers in accounting and tax so that they can receive the promotions that they deserve and earn what they are worth. Universal Accounting® believes that the role of accounting is a proactive one. Our programs are specifically designed to provide the structure and support to become not just an accounting professional, but to be a Profit & Growth Expert. [/vc_column_text][/vc_column][vc_column width="1/6"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475509533690{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/2"][vc_video link="https://www.youtube.com/watch?v=HZtIWAcH01w&feature=youtu.be"][/vc_column][vc_column width="1/2"][vc_video link="https://www.youtube.com/watch?v=csRK2xWCqMY&t=3s"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation=""][vc_column width="1/3"][vc_single_image image="15816" img_size="large" qode_css_animation=""][/vc_column][vc_column width="2/3"][vc_column_text]Color Accounting, CA[/vc_column_text][vc_column_text] Color Accounting, CA [/vc_column_text][vc_separator type="normal"][vc_column_text]A revolutionary new way of quickly and easily understanding financial information in a brilliant self-study format.  You will use diagrams and logical colors to see and experience graphically how accounting actually works. And yes, it is REAL accounting. In this self-study version Mark Robilliard said it best – “All the best attributes of the acclaimed classroom-based workshop, but in the convenience of your own time.”[/vc_column_text][vc_empty_space][button size="large" target="_self" hover_type="default" text_align="center" text="Get Certified" border_radius="10" link="https://universalaccountingschool.com/color-accounting-certification/"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475510574495{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/3"][vc_single_image image="14895" img_size="medium" alignment="center" qode_css_animation=""][/vc_column][vc_column width="2/3"][vc_column_text] Professional Bookkeeper, PB [/vc_column_text][vc_separator type="normal"][vc_column_text] Proficient in the day-to-day application of accounting processes in small business [/vc_column_text][vc_empty_space][button size="large" target="_self" hover_type="default" text_align="center" text="Get Certified" border_radius="10" link="http://universalaccountingschool.com/get-certified/professional-bookkeeper-certification/"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475510567839{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/3"][vc_single_image image="14897" img_size="175x175" alignment="center" qode_css_animation=""][/vc_column][vc_column width="2/3"][vc_column_text] QuickBooks Specialist, QS [/vc_column_text][vc_separator type="normal"][vc_column_text] Certified in the proper use of QuickBooks as a Professional Bookkeeper [/vc_column_text][vc_empty_space][button size="large" target="_self" hover_type="default" text_align="center" text="Get Certified" border_radius="10" link="http://universalaccountingschool.com/get-certified/quickbooks-specialist-certification/"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475510581502{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/3"][vc_single_image image="15500" img_size="210x139.3" alignment="center" qode_css_animation=""][/vc_column][vc_column width="2/3"][vc_column_text] Professional Tax Preparer, PTP [/vc_column_text][vc_separator type="normal"][vc_column_text] To show expertise in the preparation of both business and personal tax returns [/vc_column_text][vc_empty_space][button size="large" target="_self" hover_type="default" text_align="center" text="Get Certified" border_radius="10" link="http://universalaccountingschool.com/get-certified/professional-tax-preparer-certification/"][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1484431155988{background-color: #ffffff !important;}"][vc_column width="1/3"][vc_single_image image="15678" add_caption="yes" alignment="center" onclick="custom_link" qode_css_animation="" link="http://universalaccountingschool.com/profit-first-professional/"][/vc_column][vc_column width="2/3"][vc_column_text] Profit First Professional, PFP [/vc_column_text][vc_column_text]Learn the tools, techniques and strategies as a Profit First Professional to find for the client the profits they deserve to have running their business.  In the process we will train you how to market your services to get clients, what to do with your clients to achieve the desired results and get paid what you are worth.[/vc_column_text][button size="large" target="_self" hover_type="default" text_align="center" text="Get Certified" border_radius="10" link="http://universalaccountingschool.com/profit-first-professional/"][/vc_column][vc_column][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475510560887{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/3"][vc_single_image image="14894" img_size="200x200" alignment="center" qode_css_animation=""][/vc_column][vc_column width="2/3"][vc_column_text] Value Builder Provider, VB [/vc_column_text][vc_separator type="normal"][vc_column_text] Trained to coach and advise business owners in the specific processes and procedures to increase the profits and the value of the business.to increase the worth as a Profit & Growth Expert [/vc_column_text][vc_empty_space][button size="large" target="_self" hover_type="default" text_align="center" text="Get Certified" border_radius="10" link="http://universalaccountingschool.com/get-certified/value-builder/"][/vc_column][vc_column][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475515426857{padding-top: 32px !important;padding-bottom: 32px !important;}"][vc_column][qode_banner image="15509" link="http://universalaccountingschool.com/get-certified/"] GET CERTIFIED NOW [/qode_banner][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css_animation="" css=".vc_custom_1475698932913{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/2"][vc_empty_space][vc_video link="https://www.youtube.com/watch?v=15LQUqz_9es"][/vc_column][vc_column width="1/2"][vc_empty_space][vc_video link="https://youtu.be/LvmpaYMjU5I?list=PLeZ_s0CbfTMhfeJV0Y-QdtKmFlBs_1Pay"][/vc_column][/vc_row] ### Enroll With UAC [vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1590788048575{padding-top: 250px !important;padding-bottom: 250px !important;background-image: url(http://universalaccounting.com/wp-content/uploads/2016/09/Optimized-photo-1473492201326-7c01dd2e596b-darken.jpg?id=15474) !important;}" z_index="" background_image="17884"][vc_column][vc_column_text el_class="h1-large h1"] Enroll With UAC [/vc_column_text][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1473781712083{padding-top: 50px !important;padding-bottom: 50px !important;background-color: #ffffff !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}"][vc_column width="1/2"][vc_empty_space][vc_single_image image="15476" img_size="dual-column" alignment="center" qode_css_animation=""][vc_empty_space height="24px"][vc_video link="https://www.youtube.com/watch?v=0UtISY1bcQg&t=1s"][/vc_column][vc_column width="1/2"][vc_empty_space height="22px"][vc_column_text] Start & Build Accounting Firm [/vc_column_text][vc_separator type="normal"][vc_column_text] We give individuals a turn-key process to START an accounting and/or tax firm with competence and confidence to BUILD more profitable client portfolios. We help them provide the quality of services that enable the accounting firm to be the best in the market. [/vc_column_text][vc_empty_space height="22px"][button target="_self" hover_type="default" text_align="left" text="start building" link="http://universalaccounting.com/enroll-with-uac/start-build-accounting-firm-2/" margin="0 570px 0 0"][vc_empty_space height="24px"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1474491653630{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #ffffff !important;}"][vc_column width="1/2"][vc_empty_space height="24px"][vc_single_image image="15480" img_size="dual-column" alignment="center" qode_css_animation=""][vc_empty_space height="24px"][vc_video link="https://www.youtube.com/watch?v=HZtIWAcH01w"][/vc_column][vc_column width="1/2"][vc_empty_space height="24px"][vc_column_text] Certify Your Skills [/vc_column_text][vc_separator type="normal"][vc_column_text] We help individuals enhance their careers in accounting and tax so that they can receive the promotions that they deserve and earn what they are worth. Universal Accounting® believes that the role of accounting is a proactive one. Our programs are specifically designed to provide the structure and support to become not just an accounting professional, but to be a Profit & Growth Expert. [/vc_column_text][vc_empty_space height="22px"][button target="_self" hover_type="default" text_align="left" text="Get Certified" link="http://universalaccounting.com/enroll-with-uac/certify-your-skills/" margin="0 570px 0 0"][vc_empty_space height="22px"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" background_image="15560" css=".vc_custom_1475529696422{padding-top: 150px !important;padding-bottom: 150px !important;background-color: #e8e8e8 !important;}"][vc_column][vc_column_text el_class="h1-large h1" css=".vc_custom_1475529598218{background-color: rgba(255,255,255,0.85) !important;*background-color: rgb(255,255,255) !important;}"] If it's about Accounting, it's Universal [/vc_column_text][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column width="1/2"][vc_empty_space height="22px"][vc_video link="https://www.youtube.com/watch?v=bevhlfhJ7cw&t=13s"][vc_empty_space height="22px"][vc_video link="https://www.youtube.com/watch?v=2ktwtZtvPeI&t=37s"][/vc_column][vc_column width="1/2"][vc_empty_space height="22px"][vc_video link="https://www.youtube.com/watch?v=jjdTJZ4Xyws&t=16s"][vc_empty_space height="22px"][vc_video link="https://www.youtube.com/watch?v=15LQUqz_9es&t=10s"][/vc_column][/vc_row]