Building The Premier Accounting Firm

The Crucial Steps to Take Before Buying an Accounting Business w/ Lee Bowen

Roger Knecht

Roger Knecht

President of Universal Accounting Center

Episode Details

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.


Universal Accounting Center

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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.

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