Building The Premier Accounting Firm

State of the Company

Picture of Roger Knecht

Roger Knecht

President of Universal Accounting Center

Episode Details



Overview: State of the Company

It’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 faced
  • What went well
  • What is new
  • Plans for the New Year
  • Goals and timelines
  • SWAG & Bonuses


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 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:


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 or call us at 801.265.3777

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