? 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...
? 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...
?? 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...
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...
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,...
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...
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...
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...
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...
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...
