Overview: From Mom To Enrolled Agent w/ Jenny Beynon If you’re going to take a class, why not go all the way? This is a great conversation that Jenny and Roger have, one that many of us do as we consider how we see ourselves. In so...
? Overview: Niching? How About Cannabis, CBD, & Hemp After a successful career as a CPA, controller, and an exit from a business it was time for Andrew to move and start something new. This was the time to become an entrepreneur. It was a challenge being...
Overview: Providing Quality Services For years Gabrielle has worked in accounting and perhaps has seen it all. Therefore, it is no surprise when the conversation turns to provide quality services ethically, but what does that mean? Take the time to listen in as Roger and Gabrielle discuss...
? Working with business owners often presents opportunities to educate and perhaps inspire. But what does this look like in a professional setting, in fact in a more formal relationship that may involve compensation? Learn the levels that exist for accounting professionals to offer more than quality...
It's important each year to step before the company (of one or many) to recap the past and provide a vision for the future. As the owner and president of the company, this is a level of accountability to the organization. Learn what you can do...
Overview: From Beautician, To Bookkeeper And Now Business Advisor As a true entrepreneur, Lisa found her passion in business drew her to the numbers, the language of business, and then beyond. Today she is an accomplished bookkeeper offering quality accounting services as well as consulting her clients...
Overview: Working Efficiently and Profitably to Build the Premier Accounting Firm There are 3 essential areas within the back office of an accounting business that will determine your success. These areas are: The process used to onboard new clients, the systems used to manage the workflow, Your...
M.A.P. – Offering Quality Accounting Services to Build the Premier Accounting Firm with Roger Knecht The accounting profession has evolved, but have you? Providing clients accurate financial reports is necessary but it is only the beginning. Business owners today need more information and insights from us...
Overview: Pricing Accounting Services Effectively Listen in as Mark and Roger discuss the challenges many express as they consider pricing their accounting services and how best to avoid them. Consider a simple yet straightforward approach to getting paid what you are worth pricing your services with confidence. ...