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: From Accountant & CPA To Entrepreneur After a career in accounting, as a controller and CFO, the time came to work with and help small businesses. It began simply helping friends and family with their taxes, but the time came to make the leap and...
Overview: A Special Celebration & Mapping The Business When running a successful accounting business there are many tasks needing our attention. What process can be done to best organize and prioritize each task to know which needs attention to improve the business. Listen as Roger shares best...
Overview: From Accountant to Hero What a great topic and value add to an accounting firm. Rhett joins Roger to discuss services that can be offered to distinguish any accounting business as the one working to work with owners of real-estate. Consider this in-depth conversation regarding Cost...
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...
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: 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...