Building The Premier Accounting Firm

Advisory Services w/ Joe Woodard

Roger Knecht

Roger Knecht

President of Universal Accounting Center

Episode Details


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




Register for Joe’s Scaling New Heights 2022-Registration ( 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:


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 or call us at 801.265.3777

Related Episodes

Subscribe To Our Podcast

Get notified when new episodes are released

Schedule an appointment at your convenience

We look forward to speaking with you

Subscribe To Our Podcast

Get notified when new episodes are released