This is a transparent look into the advisory/consultative business model that many would like to offer in addition to the quality accounting services currently given. Listen as Roger shares such things as the client experience, the services offered, best practices and so much more to help...
For more than 20 years this same conversation has happened with accounting professionals again and again as they consider and then start their new business. Listen in as Roger covers the common questions and gives the advice to help avoid the challenges many face. There is...
? Overview: Becoming a Progressive Accountant As we work with our clients, do they see us as forward-thinking? Are the meetings with us inspiring and engaging to help them use the accounting information they are receiving to make well-informed business decisions? Are we leveraging technology to provide...
Roger and Geraldine each have a similar belief when it comes to working with accounting clients. Are we really giving the business owners timeline information to help them make more informed business decisions? The passion they both have to help business owners is obvious. Listen in and...
For some starting, an accounting business is out of necessity. Perhaps it is unexpected or even wanted but when life happens we sometimes need to make the most of the situation. With that in mind listen as Veronica shares her story and how she can...
Overview: We Need To Be More Bold As An Accounting Professionals What is it that we can do, that we can declare that will make our services more compelling and meaningful to business owners? Larry is passionate about the work he does for his clients and it...
Overview: Leveraging Technology to Improve Client Relations As we work with our accounting clients, we need to consider their experience with us. It begins with the onboarding as a new client but then continues month after month as we help them find value in the information...
Overview: The Accounting Profession Is EvolvingAs we consider our role as accounting professionals and the relationships we have with our clients we need to consider which of our services meet two criteria:High ImpactHigh Pricing / MarginListen as Charlie and Roger discuss this and 3 important...
Overview: Building A Successful Virtual Accounting Business Listen to this real and honest discussion that Brandon and Roger have regarding starting a business. It takes time and a commitment that in time pays off. Passion for the work makes the difference.From culture to processes and expectations. ...
Overview: Understand What Your Dream Accounting Firm Can Do For You As you work to start and build your successful accounting business there is a turnkey process you can follow. Listen as Roger and Tyler discuss the ways you can systematize, you’re your processes to ensure...
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12441 South 900 East Draper, Utah 84020.
