• Building the Premier Accounting Firm

  • By: Roger Knecht
  • Podcast

Building the Premier Accounting Firm

By: Roger Knecht
Listen for free

  • Summary

  • A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Client On-boarding, Client Relations & Retention, etc. This podcast will help you become an Accountrepreneur, to work ON your business with advice from the experts.
    2020 Universal Accounting Center
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Leadership Economics
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Episodes
  • This Week on BPAF : Scott Ritzheimer

    This Week on BPAF : Scott Ritzheimer
    Oct 14 2024

    Join us this Wednesday for a new episode where Roger discusses the 7 stages and challenges founders face with Scott Ritzheimer.
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    1 min
  • Rewind : Building Systems and Processes Within Your Accounting Business w/ Michael Palmer

    Rewind : Building Systems and Processes Within Your Accounting Business w/ Michael Palmer
    Oct 12 2024

    Join us as we revisit this conversation from 2020!

    Getting out of the fog associated with running and accounting business is easier said than done. There is value having a business coach help you work ON your accounting business. Bookkeeping is an essential part of a successful business so let’s get excited within the profession to make a difference in business.

    Having clients is the first step to having a successful business, doing the work efficiently and effectively is the key to then being profitable. Hear what elements Michael and Roger share to help you run your business right.

    Your Host: Roger Knecht, president of Universal Accounting Center

    Our Guest: Michael Palmer, CEO of Pure Bookkeeping

    Michael Palmer is also the host of The Successful Bookkeeper podcast and an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted.

    Sponsors:

    Universal Accounting Center

    • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

    Offers:

    Run your business effectively and profitably, get your free copy of:

    • “in the BLACK, nine principles to make your business profitable” – e-book
    • The Seven Secrets Value Pack for Bookkeepers

    Listen in as Roger and Michael continue this discuss together on The Successful Bookkeeper Podcast

    • How to Increase the Value of Your Bookkeeping Business – Episode 88
    • How To Make Your Bookkeeping Business More Profitable) – Episode 100

    Learn more about Pure Bookkeeping

    Remember this, Accounting Success IS Universal.

    Listen to our next episode and be sure to subscribe.

    For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com

    or call us at 801.265.3777
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    40 mins
  • From Bookkeeper to Business Builder w/ Rebecca Howell

    From Bookkeeper to Business Builder w/ Rebecca Howell
    Oct 9 2024
    In this episode, Universal Accounting President and host Roger Knecht sits down with Rebecca Howell to explore her transformative journey in the accounting industry. From a passion for math to a thriving 20-year career in bookkeeping, Rebecca’s story is one of growth, adaptation, and strategic transition that we in the industry can relate to and learn from. Key Highlights: Early Beginnings and Business Growth: Rebecca’s love for numbers propelled her into bookkeeping, supporting small businesses and entrepreneurs. Launching her own firm in 2003, she expanded her client base significantly, aided by Intuit’s proadvisor program. Adapting to Industry Changes: As Intuit shifted to offering its own services, Rebecca refocused on building long-term client relationships and empowering her team, resulting in impressive growth from 40 clients in 2019 to over 200 by 2022. Leadership and Personal Challenges: Facing challenges in leadership and team dynamics, Rebecca hired a business coach to enhance communication. They discuss how the stress of being the sole tax preparer took a toll on her health, leading to the sale of her business for personal well-being. Identity and Purpose Reflection: Letting go of tax clients led to an identity crisis and a reevaluation of her purpose beyond business ownership. Rebecca underscores the importance of a sustainable business model and early exit strategy planning. Transition to New Roles: Finding fulfillment in transitioning from a fractional CFO to exit planning, Rebecca advocates for prioritizing profit, inspired by the book “Profit First.” Entrepreneurial Advice: Rebecca emphasizes the necessity of early exit strategy planning, comparing business maintenance to caring for a home or vehicle. Her journey highlights the balance between work and personal life, with a strong support network playing a crucial role. Reassessing Priorities: The discussion encourages listeners to reassess their priorities, learn to say no, and leverage resources like podcasts and conferences for continued professional development. Rebecca’s journey is a testament to the power of passion, a supportive network, and a strong work ethic in navigating the challenges and opportunities within the accounting field. If you’d like to follow Rebecca’s footsteps toward building your own accounting firm, reach out to Universal Accounting Center at 435-344-4060 to learn how. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Offering a free business valuation https://exitsuccess.bizequity.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax...
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    44 mins

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