Building The Premier Accounting Firm

Bringing Passion to Client Relations w/ Bobby Martin

Roger Knecht

Roger Knecht

President of Universal Accounting Center

Episode Details

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.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Bobby Martin

 

Bobby 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 Center

  • Helping 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 updates

In 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:

 

 

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

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