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In this episode of Building the Premier Accounting Firm, Kenny Harper of Growth Amplifiers joins Roger Knecht to discuss the nuances of marketing and sales, emphasizing the importance of niching, understanding the customer journey, and sharing value to attract and retain ideal clients for accounting, bookkeeping, and tax businesses. Kenny shares actionable strategies to amplify your firm's reach and impact. Key Takeaways: Understand the distinction between marketing (attracting ideal clients) and sales (helping clients achieve their goals). Share the full range of your services with clients; don't assume they know what you offer. Niche your marketing to resonate with specific industries or client types for better engagement. Focus on building relationships and guiding clients through a journey, rather than pushing for a quick sale. Seek fresh perspectives to identify blind spots and optimize your marketing and sales efforts. Featured Quotes: “Clients don't know what they don't know.” - Roger Knecht [09:46] “Sales is simply just helping people get that value.” - Kenny Harper [14:23] “You don't have to niche your whole business, but you should consider niching your marketing.” - Kenny Harper [26:05] Behind the Story: Kenny Harper's path from recording bands to optimizing marketing strategies for business advisors offers a unique perspective on growth. His early struggles in the music industry taught him the importance of the business side of passion, shaping his approach to helping others amplify their impact. Thank you for joining us for this enlightening episode of Building the Premier Accounting Firm with Roger Knecht. For additional help and resources for improving your marketing, sales, and ability to build relationships at your accounting firm, call 435-344-2060 to connect with Universal Accounting's team. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: The Advisors Playbook - Learn how to attract and enrol more ideal customers: https://growthamplifiers.com/amplify/ 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 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. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
In this episode of Building the Premier Accounting Firm, host Roger Knecht sits down with guest Greg Kyte to explore the intricacies of fractional CFO work, fraud prevention, and the unexpected intersection of accounting and comedy. Greg shares his unique career journey and provides actionable insights for accounting professionals looking to protect their clients and enhance their service offerings. Key Takeaways in This Episode: ✅ Prioritize transparency and accountability in all financial dealings to build trust with clients and prevent fraud.
In this episode, I sit down with actor Zachary Bostrom, known for his standout roles in iconic projects like Harry and the Hendersons and Johnny Tsunami. Zach takes us behind the scenes of his Hollywood journey, sharing stories from his childhood stardom and reflecting on the experiences that shaped his career. From playing memorable characters on the big screen to navigating the ups and downs of growing up in the spotlight, Zach opens up about it all.We also dive into his personal life, where he shares his deep love for dogs and how they've been a source of comfort and joy throughout his life. Plus, Zach answers some fun burning questions. Whether you're a fan of his classic roles or curious about the man behind the characters, this episode is packed with laughs, nostalgia, and insightfulness.Tune in for an engaging conversation with one of Hollywood's beloved stars!E108 Host: Nathanael ReyesGuest: Zachary Bostromhttps://linktr.ee/imnathanaelreyesFollow Me - @imnathanaelreyesShop ARAVE Cards *$15 Dollars Off*https://www.whatnot.com/invite/aravecardsShop SMACKIN' Sunflower Seeds - CODE: NATHANAEL99963https://www.smackinsunflowerseeds.com/NATHANAEL99963Shop Jocko Fuel - CODE: REYESREFLECTION https://jockofuel.comShop Mad Rabbit - CODE: REYESREFLECTION https://www.madrabbit.com
In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Andrew O'Brien, the Mindblowing Coach, about stress and burnout management for accounting professionals. They explore the science behind stress, debunk misconceptions, and provide actionable tips for a healthier, more balanced life.
In this episode of Building the Premier Accounting Firm, Nolan Bradbury of Bradfield Accounting joins Roger Knecht to discuss the critical importance of strong client-accountant relationships, moving beyond transactional interactions, and leveraging financial reports to drive business growth. They explore the value of providing advisory services, KPIs, and the essential role of accountants as translators, ensuring business owners understand their financial data and make informed decisions. Key Takeaways: Prioritize client relationships: Build connections that go beyond basic accounting to understand clients' needs and pain points. Translate financial language: Communicate clearly and avoid accounting jargon to make financial information accessible. Focus on key performance indicators (KPIs): Identify and track the metrics that truly drive business success, not just financial statements.
In this episode of “Building the Premier Accounting Firm,” Shena White, an award-winning contractor and wealth efficiency expert, shares her journey into accounting after an embezzlement incident, leading her to specialize in CFO and advisory services for small businesses. Discover key strategies for financial management, tax planning, and safeguarding your business during economic downturns. This episode provides actionable insights for accounting professionals and business owners alike. Key Takeaways: Understand the role of a fractional CFO in providing financial insight beyond bookkeeping and tax preparation. Implement strategies for building cash reserves and securing lines of credit to protect your business during downturns. Prioritize open communication and trust with clients to address personal and business challenges effectively. Align tax planning with long-term business goals, considering exit strategies and potential sale scenarios. Recognize the importance of playing both “offense” (sales) and “defense” (financial management) in business. Thank you for listening to this episode of Building the Premier Accounting Firm. For more strategies for growing your accounting firm through advisory services, call our team at 435-344-2060. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Check out her Contractor Cash Club: https://www.yourpocketcfo.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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Join Roger Knecht and guest expert Apoorv Dwivedi of Fixyr Marketing as they explore effective marketing strategies for accounting professionals on this episode of Building the Premier Accounting Firm. This episode delves into creating sustainable revenue opportunities, implementing balanced lead generation approaches, and measuring marketing success in the accounting industry. Learn how to transform your firm's marketing from passive referrals to proactive growth strategies. In This Episode: Learn how to define marketing for accounting success, develop effective lead generation strategies, and implement measurable marketing tactics that drive results. Discover the balance between traditional referral marketing and modern lead generation techniques, while understanding crucial performance metrics for your firm's growth. Key Takeaways:
Join Roger Knecht as he welcomes Ralph Estep Jr. to Building the Premier Accounting Firm. In this enlightening conversation, they explore relationship-based accounting, the integration of faith and purpose in business operations, and strategies for developing a comprehensive accounting practice. Learn how meaningful client connections and a dedication to service can elevate your firm to new heights. In This Episode: • Building lasting client relationships through authentic care and understanding • Integrating faith-based principles into accounting practices • Developing diverse skills to better serve clients • Creating value through proactive communication • Balancing technical expertise with personal connection Key Takeaways:
In this episode of “Building the Premier Accounting Firm,” host Roger Knech interviews Sarah Webb, founder of Web CFO, about transitioning from corporate finance to launching a successful virtual CFO and accounting business. Sarah shares insights on marketing strategies, fractional CFO services, and building a client-centric firm. Learn how her diverse experience and marketing savvy propelled her accounting business. Key Takeaways: Embrace relationship building over aggressive sales tactics for sustainable growth. Define fractional CFO services as a blend of accurate accounting and forward-looking financial insights. Focus on KPIs such as accounts receivable, cash flow, and gross profit to drive client success. Encourage business owners to delegate effectively and take time off to build self-sustaining businesses. Implement fraud prevention measures, including receipt verification and accounting email management. Featured Quotes: Sarah Webb: “I don't want to say I'm always selling, I'm always relationship building. And just because you tell me no now doesn't mean it's no forever.” Roger Knech: “Accounting is the language of business and the company is communicating via these numbers to the business owner what is going well, what needs attention, what needs to be fixed.” Sarah Webb: “I am grateful for the flexibility of this profession that allows me to kind of do all different things.” Thank you for joining us for this episode of Building the Premier Accounting Firm. Learn more about how you can add CFO services to your firm's offerings by calling our team at 435-344-2060. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Enroll for free in this course for Personal & Family Financials Then get your free copies of “Your Strategic Accountant” and “Your Profit & Growth Expert”. 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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
In this episode of “Building the Premier Accounting Firm,” Roger Knecht interviews Scott Maderer on aligning personal purpose with business goals. Discover how to identify your calling, manage time and finances effectively, and build a fulfilling career in accounting. Gain actionable strategies for self-reflection and achieving authentic success. Scott and his wife Carrie started a ministry which evolved into Inspired Stewardship, a business focused on helping Christian men and couples live out their calling. Scott's personal journey through financial struggles and rediscovering his faith informs his coaching approach, emphasizing self-reflection and aligning actions with core values. Key Takeaways from the episode:
In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Len Bruskiewitz, a seasoned business coach and certified exit planning advisor with extensive experience in helping business owners navigate successful transitions. Drawing from his background in tech and business coaching, Len shares invaluable insights about the critical intersection of accounting and exit planning. They explore how accounting professionals can better serve their clients while preparing their own firms for future transitions. In This Episode: Understanding the fundamentals of exit planning The role of accounting in business transitions Maximizing business value through proper documentation Different exit strategies and their implications Building sustainable processes for long-term success Key Takeaways: Recognize the importance of exit planning and its impact on business value and legacy. Understand how EBITDA and add-backs influence business valuation, irrespective of tax strategies. Identify common reasons why business owners avoid exit planning, and how to overcome these hurdles. Implement strategies to build a sustainable business with documented processes and a strong client base to increase valuation. Explore various exit options: family succession, employee/management buyout, or third-party sale, and weigh their respective pros and cons. Final Thoughts: Len's journey from technology to exit planning expertise underscores how accounting professionals must integrate exit planning into their client services, emphasizing its significance for business valuation and post-exit success. The discussion highlights the importance of creating self-sustaining businesses through proper documentation and systems. Thank you for joining us on this episode of Building the Premier Accounting Firm. Connect with our team at 435-344-2060 to learn more about how you can grow your accounting business today. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Use this FREE tool to get a quick estimation of your business value and an overview of the things that would increase that valuation. Go HERE: www.greaterheightscoaching.com to access the Business Valuation Calculator. Also, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. Now is the time to also become for your clients a certified Profit & Growth Expert, PGE. Add to your accounting services the CFO & Advisory skills you need to help your clients plan for their exits. 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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
In this episode of Building the Premier Accounting Firm, business strategist Wendy Barland sits down with Roger Knecht and shares her journey from South Africa to building and selling a seven-figure accounting firm, offering insights on acquisitions, remote teams, and the importance of defining accounting services. Discover how to cultivate a thriving accounting business and create a fulfilling career. In This Episode: Wendy shares her journey from South Africa to building a successful accounting practice, discussing key strategies for firm acquisitions, remote team management, and service definition. She details her experience buying and integrating two firms, building a remote workforce, and ultimately selling her practice. Key Takeaways: Acquire strategically: Evaluate firms carefully and understand the value beyond just revenue.
We recorded this about a year ago, for the 25th anniversary of the release of THE MATRIX. But since Elon Musk now controls the country, we're republishing an edited-down version because it's important to know how Musk thinks. Next episode, we'll be talking about a number of the other beliefs that shape Musk's worldview, among them Roko's Basilisk, so this episode is good preparation for that conversation. ************************************************************************************ In 2003, Oxford University philosophy professor Nick Bostrom published a paper titled Are You Living in a Computer Simulation, thus giving rise to the modern incarnation of Simulation Theory, which posits that our experienced reality is actually the product of an advanced (possibly future-self) civilization running a simulation experiment. But the paper on might have been written off as a useful thought experiment had it not been for the popularity of the 1999 film The Matrix, which celebrates its 25th anniversary this month, and its two sequels, which came out the same year as Bostrom's paper. In the years since, Simulation Theory has become a lot of things to a lot of people - from a fun metaphor to explain Cartesian philosophy to college freshmen to an all-out article of faith for an increasingly doctrinaire sub-culture of futurists. How useful (or even likely) is Simulation Theory? In honor of The Matrix's birthday, John and Kelly decided to take up that question. Sources https://simulation-argument.com/simulation.pdf https://builtin.com/hardware/simulation-theory https://www.scientificamerican.com/article/do-we-live-in-a-simulation-chances-are-about-50-50/ https://www.wired.com/story/living-in-a-simulation/ https://www.theatlantic.com/science/archive/2016/04/the-illusion-of-reality/479559/
Join Roger Knecht and Microsoft MVP Jeff Lenning in this dynamic episode of Building the Premier Accounting Firm, where they delve into Excel mastery for accounting professionals.
Welcome to another insightful episode of Building the Premier Accounting Firm, where Roger Knecht, president of Universal Accounting Center, guides you on your journey to building a successful accounting business. In this episode, we have the privilege of welcoming Vamsi Polimetla, a seasoned leadership development coach with an impressive track record at pioneering companies like SpaceX, Amazon and Apple. Vamsi shares his expertise on unleashing the untapped potential within individuals, drawing on Eastern philosophies to help clients achieve their goals more efficiently. Episode Highlights: Vamsi's Journey: Vamsi recounts his transformative journey from India to a 23-year career in IT before transitioning to leadership coaching. He shares personal growth experiences, including moving to the U.S. and overcoming self-doubt, which have shaped his coaching philosophy. Philosophy and Approach: Discussion on leveraging Eastern philosophies to help individuals step out of their comfort zones and create long-term life visions. Insights into maintaining focus on meaningful tasks for personal and professional success. Marketing and Sales for Accounting Professionals: A deep dive into the importance of using CRMs and email marketing for client acquisition in the accounting industry. Practical tips for accountants on developing effective marketing and sales strategies. Personal Development and Fulfillment: Vamsi shares transformative experiences, such as attending a Tony Robbins event, that inspired his shift from pursuing executive roles to finding fulfillment in serving others. Emphasizes the significance of proactive personal development and surrounding oneself with positive influences. Concepts and Frameworks: Introduction to Dan Sullivan's concepts of “free days” and the importance of taking action before feeling completely ready. Life as a journey requires a destination, flexible paths, patience, and resilience. Presentation of the “four four four four” framework for personal and professional development, promoting clarity and momentum. Conclusion: Join us as we delve into these valuable insights with Vamsi, and learn how to apply them for positive change and personal fulfillment in your professional journey. Whether you're in the accounting field or looking to unlock your potential, this episode offers actionable advice and inspiration. Don't miss out on the opportunity to transform your approach to life and work. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Connect with Vamsi: https://www.linkedin.com/in/vamsipolimetla/ 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 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. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Jeremy Estey, a seasoned marketing expert specializing in accounting firms. Jeremy shares his expertise on transforming bookkeeping and tax services into profitable ventures through strategic marketing, with a particular emphasis on the power of search engine optimization (SEO). Main Themes: Jeremy Estey's Journey: Transition from the golf media industry to founding Amber Sky Marketing. Specialization in accounting firms, focusing on cash flow services and business adaptation. Enhancing Bookkeeping and Tax Services: Shifting focus from low-profit tax returns to lucrative recurring clients. Using SEO to optimize web pages for better search engine rankings. Content Marketing and Trust Building: Importance of creating relevant and engaging content to build trust and establish credibility. Positioning businesses as industry experts to attract potential clients. Value-Added Services in Accounting: Emphasis on offering tax strategies and advisory roles, especially in cash management. Educating clients through content marketing and maintaining a robust online presence. Integrated Online Marketing Strategy: Differentiating SEO from SEM and the significance of each. Using Google Ads for ready-to-purchase users and Facebook Ads for brand awareness. Advocating for an omnichannel approach including social media and email marketing. Client Conversion Process: Three-stage process: awareness, relationship building, and conversion. Utilizing CRM data for nurturing client relationships and future marketing efforts. Strategic Business Development: Importance of a business plan, effective pricing, and targeted marketing. Benefits of niching to streamline efforts and offer tailored services. Personal Interests: Jeremy briefly shares his passion for golf, touching upon notable courses and his personal experiences in the sport. Join us as we explore the evolving landscape of accounting firms and discover how strategic marketing can propel your business towards success. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Reach out to Jeremy to learn each of the four components that make up that strategy. https://amberskymarketing.com You can also reach out to him directly via LinkedIn: https://www.linkedin.com/in/jeremy-r-estey/ Or by email: jeremy@amberskymarketing.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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Képzeljünk el egy utópiát, melyben minden ökológiai, társadalmi problémát megoldott a technológia. Milyen feladata lenne az embernek egy ilyen helyzetben? Megoldja-e a technológia az igazságossági problémákat? Nick Bostrom Mély utópia (Deep Utopia, 2024) című könyvében a technológiai változás korlátait vizsgálja egy elképzelt lehetséges világon keresztül. A könyvről Gébert Judit és Köves Alexandra beszélget.Nick Bostrom svéd filozófus a 2014-ben megjelent Szuperintelligencia (Superintelligence: Paths, Dangers, Strategies; Oxford University Press) című könyvében arról ír, hogy milyen veszélyekkel jár a mesterséges intelligencia fejlesztése. A 2024-ben megjelent Mély utópia – Élet és értelem egy megoldott világban (Deep Utopia - Life and Meaning in a Solved World; Ideapress Publishing) című könyve ennek pont az ellentéte. E könyvben felteszi, hogy az emberek sikeresen megbirkóznak a fejlett mesterséges intelligenciával járó technológiai, erkölcsi és politikai kihívásokkal. Bostrom szerint egy ilyen siker eredménye egyfajta mély utópia lenne. Nemcsak a munka és a szűkösség utáni társadalomban élnénk (ezek a dolgok már az utópia felszínesebb felfogásában is szerepelnek), hanem egy „posztinstrumentális” társadalomban is, ahol szinte bármit, amit csak akarunk, beleértve a saját személyes fejlődésünket is, a mesterséges intelligencia jobban el tudna végezni. Bostrom központi kérdése az, hogyan találhatnánk értelmet és célt egy ilyen világban.A könyvről Gébert Judit és Köves Alexandra beszélget, többek között az alábbiakról. Mi köze van a mély utópiának az ökológiai közgazdaságtanhoz? Technooptimista, vagy pesszimista Bostrom könyve? Alkalmas-e a könyv sajátos elbeszélői, párbeszédes stílusa az üzenet közvetítésére? Melyek azok a helyzetek, ahol a technológiai hatékonyság korlátokba ütközik és nem tud választ adni a társadalom számára? Milyen társadalmi javak lennének egy mély utópiában is szűkösek? Mi értelme van egyáltalán ilyen utópiákról beszélgetni? A jobb világért való küzdelem adja-e az élet értelmét? Kötelességünk-e hasznosnak lenni? Mi hiányzik a könyvből? És mi köze van mindehhez a fűtőtestnek és a csésze teának?
Welcome to another enlightening episode of Building the Accounting Firm, where we delve into the essential strategies for elevating your accounting business. In this episode, Roger Knecht is joined by guest CPA Katie Thomas, who brings a wealth of knowledge at the intersection of accounting and marketing. In this episode, we explore the vital role that marketing plays in attracting and retaining clients within accounting practices. Katie shares her journey from working in a family business to becoming a leader in the accounting and marketing field. She offers valuable insights into how firms can integrate marketing effectively to ensure their success. Tune in as we discuss key strategies for marketing integration, content creation, overcoming barriers, and client engagement, all tailored to help accounting professionals elevate their practices. Key Highlights: Katie Thomas's Journey: Transition from a family business to a career in accounting and marketing. Emphasizes marketing as essential, not optional, for firm success. Marketing Integration: Importance of choosing the right social media platforms (e.g., LinkedIn for accountants). Regular, authentic engagement over spammy interactions. Content Creation and Personal Branding: Personal storytelling and unique perspectives in marketing content. AI tools can aid but should not replace genuine voices. A strong unique selling proposition is crucial, with personal input in marketing materials. Insights from “In the Black”: Enhancing client communication and balancing branding with short-term tactics. Innovative approaches like compelling offers and transformational storytelling. Overcoming Marketing Barriers: Addressing insecurities about self-promotion. Encouragement to collaborate with professionals and invest financially in marketing efforts. Client Nurturing and Engagement: Importance of structured nurturing processes (e.g., systematic check-ins, newsletters). Prompt engagement and consistent follow-ups to educate clients and position as experts. Collaborations and Growth Strategies: Collaboration between accounting service business owners. Job placement assistance program introduction. Recommendations like the “four c process” for growth. This episode is a must-listen for accounting professionals looking to enhance their marketing strategies and build stronger client relationships for sustained growth. Call 435-344-2060 to connect with Universal Accounting's team to improve your marketing at your accounting firm. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: You need Katie's free foolproof guide on how to find and connect with your ideal clients online so you can increase your impact, influence, and income, go to: https://leaders-online.com/4cprocess/. 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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Welcome to another insightful episode of Building the Premier Accounting Firm with your host Roger Knecht. In this episode, Roger dives into how to grow an accounting business with Chad Jenkins, founder of SeedSpark. This episode centers around entrepreneurial growth in bookkeeping, accounting, and tax businesses. It emphasizes the transition from traditional methods to innovative approaches that foster collaboration and business expansion. Key Highlights: Entrepreneurial Journey: Chad shares his path, focusing on leveraging growth opportunities and shifting from a solopreneur mindset to business expansion. Innovative Approaches: Contrasts traditional accounting with modern strategies encouraging collaboration among professionals. Advocates for understanding client relationships to deliver exceptional value and encourage additional services. Collaboration and Differentiation: Emphasizes the importance of partnerships between accounting firms and other service providers to enhance offerings. Suggests creating “power teams” for referral relationships and unique service names for differentiation without forming new business entities. Comprehensive Services: Highlights the need to provide complete solutions to prevent clients from seeking alternatives. Technology and Growth: Discusses the role of technology, especially blockchain, in protecting intellectual property. Introduces the “curiosity catalyst” concept for continuous value creation. Ambitious Growth: “Just Add a Zero” encourages setting expanded financial goals, inspired by visionaries like Jeff Bezos. Literature for Insight: “Fiction Fuel”: Redefines friction as a growth catalyst and promotes early market change recognition. “Red to Black”: Guides accounting professionals in enhancing profitability. Visionary Mindset: Encourages businesses to act as “heroes” for stakeholders by addressing friction points. Advocates for long-term growth through proactive customer engagement and resourceful collaboration. This episode offers valuable strategies for accounting professionals aiming to grow their businesses by embracing innovation and collaboration. To take the next step toward starting or growing your accounting business, call Universal Accounting's team of experts at 435-344-2060. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Just Add Zero https://seedspark.com/freebook/ 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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 4353442060.
Welcome to another insightful episode of the Building the Premier Accounting Firm podcast. Join host Roger Knecht as he chats with Karen Reyburn about her journey from a qualified accountant to founding a creative agency dedicated to revolutionizing how accountants market their services. Karen shares her insights on overcoming the unique challenges accountants face when marketing their services, including the challenges of embracing more creative strategies, given the structured nature of their profession. Main Themes: Transition to Creativity: Karen discusses her shift from accounting to creative marketing, aiming to help accountants effectively promote their services. Defining USPs: The episode highlights the importance of identifying unique selling points and understanding target audiences to foster genuine connections with potential clients. Marketing & Whiskey Production Analogy: Marketing is likened to whiskey production, both requiring patience and strategic planning for sustained success. Consistent Branding Efforts: Karen emphasizes the need for continuous marketing efforts to build a recognizable and trustworthy brand. Understanding Client Needs: Effective engagement stems from a deep understanding of client requirements. Managing Expectations: The discussion covers the necessity of transparency and balancing tried-and-true methods with innovative strategies. Nurturing Leads: Tips on using online funnels and email campaigns to cultivate potential clients. Mental and Emotional Challenges: Acknowledging the mental and emotional hurdles accountants face, impacting their marketing effectiveness, and encouraging support during tough times. Balancing Long-Term and Quick Solutions: The whiskey and gin analogy illustrates the need for both long-term strategies and quick solutions in marketing efforts. Resources & Engagement: Courses & Books: Explore a marketing strategies course and recommended readings like “The Account Marketer” and “Your Strategic Accountant.” Further Learning Opportunities: Listeners are invited to delve into a podcast focused on building an accounting firm and to attend the GrowCon conference for networking and expert insights. Tune in for a captivating discussion on merging the worlds of accounting and creative marketing, filled with practical advice to help you build the premier accounting firm in your area. Thank you for joining us for this episode of Building the Premier Accounting Firm. For more information on how you can elevate your firm's marketing, connect with Universal Accounting Center's team at 435-344-2060, or schedule a time to discuss your future here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Karen is kind enough to offer us the DIY Accountant Marketer video course which is now available and there is an introductory offer to have access to the recordings, workbook, and all other resources. https://wearepf.com/diy-accountant-marketer-course/ & receive a copy of her book as well. OR, just get a copy of her book, The Accountant Marketer: https://karenlreyburn.com/the-accountant-marketer/ 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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Join us in this insightful episode as we sit down with Gina Cotner, CEO of Athena Executive Services. Gina shares her inspiring journey from the corporate world to becoming a successful entrepreneur in the virtual assistance industry. This episode is a treasure trove for anyone interested in achieving a balanced work-life dynamic and understanding the transformative role of executive assistants. Main Themes: Transition to Entrepreneurship: Gina's motivations for leaving corporate America. The quest for flexible work arrangements and passive income. Role of Executive Assistants (EAs): How EAs enhance productivity by managing administrative tasks. The benefits of delegating both professional and personal responsibilities. Remote Work Dynamics: Addressing productivity concerns for managers post-COVID-19. Choosing between remote and in-office EAs. Effective Delegation and Training: Importance of clear communication and workflows. Personal stories highlighting the shift from routine inefficiencies to process documentation. Financial Management Insights: Moving from a “save the day” mentality to fostering team accountability. Using the wisdom pyramid for decision-making in marketing, accounting, and production. Building Strong EA Relationships: The importance of effective communication and partnership. Metaphor of pickleball for adaptability and dialogue. Business Growth and Learning: Establishing clear procedures in businesses. Key success factors for bookkeeping, accounting, and tax businesses. Promotion of GrowCon as a valuable conference for networking and learning. Tune in to explore how strategic delegation and strong partnerships with executive assistants can revolutionize your business and personal life. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take advantage of this opportunity from Gina to learn more about working with a virtual assistant: https://athenaexecutiveservices.com/explore-hiring-a-va/ 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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
On this week's episode of Building the Premier Accounting Firm, Roger Knecht delves into the entrepreneurial journey of Sharon Francisco, who transitioned from a corporate role to founding a thriving bookkeeping business with her sister-in-law. Discover how Sharon's experiences and insights have shaped her path and led to the creation of the “entrepreneurial bookkeeper” program, designed to empower others to achieve similar success. Main Themes: Entrepreneurial Transition: Sharon shares her story of leaving the corporate ladder to start a bookkeeping business of her own, highlighting the value of shared experiences during significant life changes. Overcoming Challenges: From becoming a single mother to tackling imposter syndrome, Sharon emphasizes the importance of open discussions about common issues faced by women in business. Professional Empowerment: The episode stresses breaking free from perceptions of subservience in professional roles and the significance of establishing clear client relationships and an abundance mindset. Strategic Business Development: Learn Sharon's insights on how dating strategies can inform business development, focusing on targeted efforts and strategic alliances for success. Marketing & Client Relationships: Intentional marketing and investing in quality client relationships are key themes, along with promoting profitability through resources like the book “Red to Black.” Skills for Growth: Leadership, marketing, and sales skills are highlighted as crucial for growth in the accounting field. Work-Life Balance: Sharon addresses the importance of maintaining a healthy work-life balance, particularly for Australian bookkeepers, to prevent burnout. Resilience & Empowerment: Sharon's story is a testament to resilience and self-empowerment, offering valuable lessons and resources such as the ebook “Your Strategic Accountant” and participation in networking events like GrowCon. Conclusion: Tune in to be inspired by Sharon Francisco's journey of resilience and empowerment, and learn practical strategies for achieving success in the bookkeeping and accounting industry. To follow in Sharon's footsteps and start a firm of your own, call 435-344-2060 to meet with Universal Accounting's team of expert business coaches. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn more about and connect with Sharon here: https://sharonfrancisco.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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Jon and Dustin share some positive ideas about AI and a few cyber security tips to keep Scientology agents out of your computer. Links: Dustin's website Dustin's dissertation Pew Research Center survey on Americans' views of AI Article mentioning improved performance on the International Mathematics Olympiad qualifying exam AI Medical licensing exam performance ChatGPT passing the bar exam MIT Technology review article mentioning Magic: the Gathering is the most complex game MIT Technology review article mentioning Go players and game programmers underestimating when Go would fall to AI (see notes) AlphaGo the movie Notes: AGI prediction survey citation - Müller, V. C., & Bostrom, N. (2016). Future progress in artificial intelligence: A survey of expert opinion. Fundamental issues of artificial intelligence, 555-572. Spike disagrees that the cyber-truck looks like a Lego car as she thinks all Lego cars are adorable.
Welcome to this episode of “Building the Premier Accounting Firm,” where we explore the dynamic landscape of strategic growth and private equity in accounting firms. In this episode, host Roger Knecht is joined by industry expert Gary Shamis, who shares his incredible journey from an aspiring doctor to a leading accountant. Roger and Gary delve into strategic growth strategies, highlighting the importance of developing advisory services and targeting niche markets. Learn how technological advancements have facilitated geographic expansion and hear about the impressive evolution of a $4 million book into a $100 million firm in just 14 years. Gary provides insights into the challenges and opportunities presented by mergers, including his experience with BDO and the founding of a new consulting firm due to cultural mismatches. He also addresses the influence of private equity on accounting firms, discussing trends, financial implications, and the impact on firm culture and management dynamics. Key Topics Covered: Gary Shamis' Career Journey: Transition from aspiring doctor to successful accountant. Expansion of his father's accounting firm and eventual merger with BDO in 2014. Establishment of the largest restaurant practice among CPA firms in the U.S. Strategic Growth Strategies: Importance of developing advisory services and specializing in niche markets. Geographic expansion facilitated by technological advancements. The evolution of a $4 million book into a $100 million firm in 14 years. Challenges and Opportunities in Mergers: Experience of merging with BDO and founding a new consulting firm due to cultural mismatch. Insights on succession planning challenges, particularly millennials' reluctance towards ownership. Private Equity Influence: Trends in private equity acquisitions targeting bookkeeping and CPA firms. Financial rewards and risks associated with selling to private equity, especially for senior partners. Impact of private equity on firm culture and management dynamics post-sale. Advisory Services and Misconceptions: Advocacy for a broader approach to advisory services. Addressing common misconceptions in the industry. Entrepreneurial Challenges Post-Sale: Emotional and operational challenges following the sale of a firm. The importance of strengthening operations regardless of selling intentions. Industry Trends and Recommendations: Private equity firms offering equity to younger employees for talent retention. Importance of maintaining strong client relationships amidst market changes. Encouragement for thorough due diligence before engaging with private equity. Join host Roger Knecht and guest Gary Shamis as they delve into the intricacies of growing an accounting firm, navigating mergers, and understanding the evolving role of private equity in the industry. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: 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 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. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Sarah Cordiner to delve into the art of transforming intellectual property into lucrative online courses, particularly for accounting professionals. She emphasizes the role of edu-marketing in enhancing market positioning and business opportunities through effective education. Key Highlights: Passion for Education: Sarah shares her personal journey and passion for education, underscoring the importance of engaging learners to effectively market services, especially in the accounting field. Edu-Marketing Concept: Roger and Sarah discuss the innovative idea of edu-marketing, which involves sharing knowledge to generate leads and income. Sarah uses relatable analogies, such as chefs sharing recipes, to demonstrate how knowledge sharing can lead to business success. Building Trust and Attracting Clients: Sharing valuable information is likened to offering samples in a deli, where transparency fosters trust. This approach, like sharing financial tips, strengthens client relationships and attracts customers. Creating Monetizable Courses: Sarah highlights the significance of organizing knowledge into monetizable courses or curriculums that align with business models. Marketing strategies are crucial for promoting these courses effectively. Utilizing Tools and Trends: Tools like Google Trends are recommended to identify market demand, guiding the creation of tailored content. The progression from free resources to comprehensive materials and the rise of micro-learning post-COVID are highlighted. Membership Models and Community Building: Membership models provide ongoing access to expertise and create a sense of community among clients, with emphasis on adapting educational content into bite-sized segments for better engagement. Encouragement for Business Owners: Business owners, particularly in accounting, are encouraged to overcome self-doubt and create educational resources. Success in this area requires patience and an understanding of business models across industries. Brand Recognition and Long-Term Strategies: Establishing brand recognition now demands more interactions, with a focus on long-term strategies and relationship-building. Embracing Video Content and New Technologies: The potential for experts to create engaging video content and educational products is explored, alongside the challenges of adapting to new technologies and strategies. This episode is a must-listen for business owners looking to leverage their expertise through educational marketing and online courses, providing practical insights and strategies to enhance their market presence. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: This is what you need to have your Personalized Action Plan for your business: https://offer.sarahcordiner.com/linktree 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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
In this insightful episode of “Building the Premier Accounting Firm,” Universal Accounting Center president Roger Knecht sits down with Dr. Patience Jackson Rose, CEO of Red Worldwide, Inc., to explore the intersection of accounting, education, and empowerment. Dr. Rose discusses her journey from working at Six Flags to becoming an advisory-focused accountant, emphasizing how empathy and comprehensive services can boost client success. The conversation highlights the importance of education, especially for people of color, through initiatives like her nonprofit, RED Worldwide, which enhances financial literacy. Dr. Rose also shares her strategic methods for forming business alliances and discusses the resilience needed in business, using her partnership with her husband as an example. Listeners will learn about finance pillars and Dr. Rose's efforts in fostering innovation within her family. The episode concludes by addressing mental health challenges and promoting networking opportunities and educational programs through Universal Accounting. Key Highlights: Dr. Rose's Journey: From her early days at Six Flags to becoming an advisory-focused accountant with an MBA, Dr. Rose's career path underscores the importance of empathy and comprehensive services in enhancing client business performance. Empowerment through Education: Dr. Rose is passionate about closing financial education gaps, particularly for people of color. Her nonprofit, RED Worldwide, provides free resources to foster financial literacy and strong client relationships. Strategic Alliances: Collaborations, such as with the Texas Manufacturing Assistance Center, are pivotal in enhancing client services. Dr. Rose stresses the need for transparency and legal counsel in business agreements to avoid exploitation. Resilience in Business: Merging businesses with her husband has not only resulted in financial benefits but also a shared vision of building a legacy for their children, emphasizing mutual support and success. The Three Pillars of Finance: In her book, Dr. Rose outlines money, wealth, and legacy as essential elements of financial literacy and legacy planning to safeguard family wealth. Entrepreneurial Spirit: Encouraging entrepreneurship, Dr. Rose highlights that three of her five daughters have ventured into their own businesses, reflecting a family culture of innovation and ambition. Mental Health and Openness: Personal struggles with mental health are openly discussed, advocating for supportive environments where challenges are reframed as opportunities for growth. Community and Continuous Learning: Faith, community support, and a commitment to lifelong learning and giving back are central to Dr. Rose's entrepreneurial journey. Networking and Professional Development: The episode concludes with a promotion of networking opportunities, educational programs, and an annual conference for accounting professionals through Universal Accounting. Join Roger and Dr. Rose for an episode filled with insights on building a successful, service-oriented accounting practice that empowers both clients and professionals alike. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Powerstations 3.0 https://patiencejacksonrose.mykajabi.com/store#!/Powersations-tm-3-0-Paperback/p/572351440/category=0 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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Welcome to a special edition of “Building the Premier Accounting Firm.” Today, we are taking a unique turn by delving into the life and legacy of our host, Roger Knecht, in his role as the president of Universal Accounting Center. This episode offers a glimpse into Roger's journey, exploring how his vision and leadership have shaped not only his career but also the broader field of accounting education. In this insightful conversation, we aim to uncover the profound impact that accounting professionals have on business success. We invite you to join Roger as he highlights the importance of sharing insights and engaging in meaningful discussions that drive the accounting industry forward. Key Highlights: Personal Journey and Insights: Roger reflects on his personal and professional journey, highlighting the crucial role that passion, vision, and commitment play in achieving business success. Balancing Life and Work: Roger introduces the “wheels of life and business” concept, emphasizing the importance of balancing personal and professional responsibilities. Tips on prioritization, hard work, and personal rejuvenation to manage this balance effectively. Roger advocates for a debt-free philosophy to ensure financial peace of mind. Self-Assessment for Effective Management: Roger encourages business owners and accounting pros to partake in self-assessment in areas such as personal interests, health, and relationships to better handle professional duties. Professional Growth and Transition: Reflections on a 25-year career at Universal Accounting, including a strategic shift from traditional classroom settings to online education. Utilization of telemarketing and recorded courses to enhance flexibility and support for students, resulting in increased enrollments and expanded course offerings. Leadership and Innovation: Roger recounts his unexpected rise to presidency due to innovative strategies, leading to significant company growth and recognition. Emphasis on goal-driven management, clear communication of financial information, and celebrating achievements while keeping an eye on future tasks. Embracing Leadership Challenges: Initial feelings of uncertainty and imposter syndrome. Importance of mentors like Alan in guiding through the early stages. Adapting leadership styles to focus on accountability and discipline. Building Confidence and Authenticity: Managing an accounting school without formal credentials. The significance of professional growth through attending conferences. Adopting a “fake it till you make it” approach to bolster confidence. Transforming Business Models: From negative to positive cash flow through effective business models. Co-authoring “In the Black” and “Red to Black” to apply principles for business improvement. Creating a Culture of Accountability: Introduction of the STAR program: Standards, Trust, Acknowledgment, and Recognition. Strategies to enhance team performance and accountability. Expanding Service Delivery in Accounting: Addressing gaps by offering CFO advisory services. Helping clients articulate business purposes and understand financial metrics. In conclusion, Roger Knecht's journey as the president of Universal Accounting Center exemplifies the transformative power of vision and leadership in the accounting field. His dedication to education and innovation has not only shaped his own career but has also influenced countless professionals and students. By exploring the critical roles that accounting professionals play in driving business success, Roger emphasizes the importance of balance between personal and professional life, providing practical strategies for achieving this equilibrium. As we conclude this special edition of “Building the Premier Accounting Firm,” we encourage you to take action and deepen your understanding of these principles by collaborating with Roger Knecht and the rest of his team at Universal Accounting Center. His expertise and passion for accounting education are invaluable resources for professionals striving to enhance their impact in the industry. Whether you're looking to advance your career or implement innovative strategies in your firm, working with Roger can provide the guidance and support you need. We invite you to reach out to Roger Knecht at 435-344-2060 and take the next step toward achieving both personal and professional excellence. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: 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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Join Roger Knecht, president of Universal Accounting Center, as he delves into strategies for building successful accounting firms with insights from industry leaders each week on Building the Premier Accounting Firm. In this episode, Greg DeVore, co-founder and CEO of ScreenSteps, shares his inspiring journey from music composition to entrepreneurship, driven by personal challenges and a need for effective knowledge transfer. Key Themes: From Music to Entrepreneurship: Greg describes his transition motivated by the need for health insurance for his premature son and how his experiences with GE highlighted the importance of knowledge transfer in improving employee engagement. Challenges of Tribal Knowledge: Roger discusses inefficiencies and inconsistencies in onboarding and service delivery due to reliance on tribal knowledge and the necessity of clear standard operating procedures (SOPs) for consistent outcomes. Revolutionizing Training and Onboarding: Greg talks about developing tools to facilitate knowledge dissemination, especially in underutilized medical equipment, emphasizing SOPs to anticipate employee forgetfulness, reduce stress, and improve customer satisfaction. Empowering Through Simplified Learning: Roger suggests shifting from traditional teaching to empowering individuals with task analysis and performance indicators, proposing recipe-like formats for knowledge to enhance learning and onboarding. Introducing Universal CRM: Roger describes automating client processes to boost employee morale and productivity, and bridging knowledge gaps with ongoing training for current employees. Entrepreneurship and Flexibility: Greg reflects on the flexibility entrepreneurship offers, particularly during family challenges, emphasizing continuous learning and flexible work arrangements for parents. Efficient Knowledge Sharing: Roger discusses a book offering a replicable success approach with knowledge-based products and introduces the “knowledge operations flywheel” for efficient sharing. Profitability in Accounting: Roger encourages accountants to implement processes prioritizing profit, integrating marketing, accounting, and production, exploring profitability principles from the book “In the Black.” Advanced Training Methods: Greg explores “star training” to foster accountability and efficiency, promoting ongoing professional development through resources like curated playlists and an annual conference. Resources: Universal Accounting Center's tools and resources for accounting professionals. Access to curated playlists and information on the annual conference for networking and learning opportunities. Join us in exploring how effective knowledge transfer and innovative training methods can transform accounting firms and foster continuous growth and success. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Find & Follow - In Find & Follow, Greg & Jonathan DeVore provide the key to solving the knowledge transfer problem and transforming your business. Don't spend another day wasting your and your team's time relying on tribal knowledge – get a copy now! Create a Culture of Accountability. This is a training to help understand and implement clear expectations. Easy to implement, quick to experience results. We refer to it as the S.T.A.R. Training program. 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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Welcome to another insightful episode of “Building the Premier Accounting Firm,” where we dive deep into the crucial practices that firm owners need to shape a thriving accounting practice. This week, our focus is on the pivotal roles of leadership and workplace culture, essential components for any firm aspiring to excellence. Join your host, Roger Knecht, as he engages in a compelling conversation with our guest, Jessper Maquindang. Jessper is a renowned expert in leadership strategies and organizational development, particularly within the accounting industry. In this episode, Jessper Maquindang shares his wealth of knowledge on fostering a dynamic workplace culture that encourages growth and innovation. Together with Roger, they explore the nuances of leadership skills that are vital for inspiring teams and nurturing an environment of trust and collaboration. Jesper's insights are not just theoretical; they are practical strategies that have been proven effective in real-world settings. Here are some of the main themes of the episode: Key Leadership Skills: Public Speaking & Listening: Inspire and include employees. Private Speaking & Listening: Foster confidential coaching and self-reflection. Confidentiality: Essential in private conversations to maintain trust. Motivation Tactics: Public praise and discreet criticism are recommended. A Model for Mentorship: Jessper emphasizes “LIFE” principles: Listening, Innovation, Futuristic Thinking, and Encouragement. Highlights the importance of active listening, innovative ideas, a clear mission, and positive feedback to create a supportive and engaging team environment. Addressing Remote and Hybrid Work Challenges: Personal check-ins and regular team meetings are suggested to enhance relationships and prevent burnout. A shift from traditional leadership to empathetic and adaptable approaches is encouraged, empowering team members and facilitating conflict resolution. Personal Leadership Experiences: Importance of a clear mission statement and openness to feedback for motivation and success. Quotes John Maxwell on the joy of helping others grow and advocates for serving others as rewarding. Additional Resources: Mention of the STAR program for accountability. Networking opportunities at GrowCon. Support from Universal Accounting for business needs. Tune in to explore how these insights can help you build a premier accounting firm with a thriving workplace culture. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As a Behavioral Elements Certified Guide, I invite you to take the complimentary Behavioral Elements Assessment. Risk-free. No strings attached. I just want to start empowering you on your leadership journey. https://www.famileadconsulting.com/free-gift Learn more about the S.T.A.R. Program, building a culture based on accountability: https://www.uacourses.com/courses/s-t-a-r-hr-training 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 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. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Today's guest is Nick Bostrom, a prominent philosopher and the Director of the Future of Humanity Institute (FHI) at Oxford University. He also leads the Governance of AI Program (GovAI) within the FHI. Renowned globally, his expertise spans existential risk, the anthropic principle, ethics surrounding human enhancement, whole brain emulation, superintelligence risks, and the reversal test. In this special episode of the “AI Futures” series on the AI in Business podcast, we offer an exclusive sample from the Trajectory podcast, hosted by Emerj CEO and Head of Research Daniel Faggella. This excerpt features a fascinating conversation with Nick centering on the concept of a “worthy successor”—post-human intelligences that could expand beyond human capabilities while preserving essential human values. Drawing from his latest book, Deep Utopia, Bostrom explores the potential for AI to “go right,” offering a rare glimpse of optimism for the future of artificial intelligence and its alignment with moral progress. If you're interested in getting more perspectives on AI's longer term impact on business and society, be sure to tune into the Trajectory podcast. You can find the YouTube and podcast links here: emerj.com/tj2
Welcome to this episode of “Building the Premier Accounting Firm,” where we delve into the transformative power of specialization and self-sustaining business models in the accounting industry. Today, we are joined by the remarkable Cyndi Thomason, a Certified Profit First Professional and the visionary founder of Bookskeep. Cyndi has carved a niche in the e-commerce world by implementing innovative strategies that enhance profitability and operational efficiency. Together, we'll explore her journey from a diverse clientele to becoming a leader in e-commerce specialization, the benefits of niche focus, and the importance of building a resilient, independent business. Get ready for an inspiring discussion on balancing professional growth with personal life, and discover actionable insights to elevate your business to new heights. Cyndi's Journey to Profitability in E-Commerce: Began by helping a friend, leading to the adoption of Mike Michalowicz's “Profit First” methodology. Transitioned from a diverse client base to specializing in e-commerce, addressing specific challenges like technology and inventory management. Niche Specialization Benefits: Improved systems and targeted marketing strategies. Co-authored “Profit First for E Commerce,” focusing on inventory solutions and client narratives for relatability. Gained speaking opportunities and adapted to online advisory roles, particularly for women-owned brands. Delegation and Business Independence: Emphasized the importance of transferring processes to team members to ensure business sustainability. Implemented a four-week leadership vacation to identify organizational gaps and encourage autonomous decision-making. Personal experiences underscored the necessity of a dependable team during crises, allowing personal time for family. Balancing Business and Personal Life: Discussed challenges women face in balancing home and business duties, advocating for a supportive network. Outlined three stages of business ownership: job holder, enjoying ownership benefits, and becoming an investor or visionary. Transformation and Growth: Cyndi's evolution from a homeschooling mother to a successful e-commerce business owner using a profit-first approach. Collaboration with Michalowicz and niche specialization catalyzed significant business growth. Conclusion: Encourages serious approaches to life and business. Thanks to Cyndi for her insights. Promotes resources and networking opportunities for further business improvement. Call to Action: Explore the “Profit First” method for enhanced business profitability. Consider niche specialization to address specific industry challenges effectively. Build a reliable team to support business operations and personal priorities. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Vist Cyndi's website: https://www.bookskeep.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 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. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht. This episode features special guest John Hewitt, a leading strategist in building accounting firms from the ground up. Join us as he shares his wealth of knowledge in business development to guide you in transforming your accounting practice into a leading firm. Main Highlights: Understanding the Landscape: John provides expert insights into the current accounting industry, highlighting what sets a premier firm apart from the rest. Strategic Planning: John shares his perspective on setting clear goals and developing strategic plans that align with a vision for growth and excellence. Client-Centric Approach: Roger and John emphasize focusing on client needs and building long-lasting relationships that drive success. Innovation and Technology: John discusses the role of technology in modern accounting and how to leverage it for efficiency and competitive advantage. Team Development: Roger and John explore the importance and process of cultivating a skilled and motivated team to support your firm's objectives. Brand Building: Discover John's strategies for establishing a strong brand identity that resonates with your target audience. Join Roger Knecht and John Hewitt as they offer expert advice and actionable insights to help you elevate your accounting practice to premier status. Whether you're a seasoned accountant or new to the field, this episode is your roadmap to success in the accounting industry, enriched by John Hewitt's wealth of experience. If you're feeling curious about starting your own firm, or want help implementing some of John's strategies at your practice, call 435-344-2060 to connect with Universal Accounting Center's team of experts. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: John has been kind enough to offer you a complimentary copy of his book “iCompete” Go here to take advantage of this opportunity: https://loyaltybrands.com/ https://www.amazon.com/iCompete-Extraordinary-Strategy-Winning-Yours/dp/1682610063 And for fun, here's an MP3 version to enjoy: https://www.dropbox.com/s/fgtg7c921bsdvii/iCompete_%20How%20My%20Extraordinary%20Strategy%20for%20Winning%20Can%20Be%20Yours.mp3?dl=0 Also, now is the time to become a skills tax professional, offering quality tax planning & preparation services. See now what you can do to become a Professional Tax Preparer, PTP 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 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. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Welcome to another exciting episode of Building the Premier Accounting Firm with Roger Knecht. In this episode Roger highlights the journey of Michael Haynes from corporate roles to supporting small and medium-sized businesses, focusing on effective go-to-market strategies and customer engagement for accounting firms. The discussion provides actionable insights for business owners in bookkeeping, accounting, and tax services, emphasizing the importance of understanding client needs and fostering strong relationships. Key Highlights: How Michael Started in B2B: Transition from corporate roles to aiding small businesses. Insights gained from volunteering in Peru, emphasizing simplicity and customer care. Understanding Client Needs: Importance of tailoring services to small businesses that lack large corporate resources. Necessity for firms to understand decision-making processes of ideal B2B clients. Go-to-Market Strategies: Comprehensive client acquisition and retention plans. The “buyer AIR driven go-to-market framework” focusing on content creation, micro events, and strategic collaborations. Customer Engagement: Utilizing webinars, Q&A sessions, and collaborations to build trust and authority. Importance of client interviews and workshops for gathering insights. Client Relationship Management: Emphasis on post-transaction management and tailored onboarding. Understanding customer acquisition costs and lifetime value for resource allocation. Effective Listening: Critical for understanding firm dynamics and market conditions. Encouragement for accountants to inquire more about clients' business models. Critique of Marketing Strategies: Importance of prioritizing client needs over tactical marketing. Urging a business plan focused on exceptional service. Inspiration and Networking: Michael shares transformative experiences from South America. Promotion of networking and learning opportunities through GrowCon and Universal Accounting's resources. This episode provides essential strategies for small accounting firms to thrive by adopting customer engagement techniques from larger corporations, ultimately positioning themselves as trusted advisors. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: My B2B Go to Market Playbook for SMB Professional Service Firms. It is a free download that is available at https://listeninnovategrow.com/sme-playbook/ 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 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. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
This insightful episode of Building the Premier Accounting Firm delves into the journey and expertise of Jamie Van Cuyk, a hiring consultant dedicated to empowering women small business owners. With a robust background in leadership, Jamie transitioned from corporate operations to consulting, focusing on refining her hiring and leadership skills. The discussion centers around her mission to improve hiring processes, ensuring alignment with team dynamics and management styles, which she also explores on her podcast, “Growing Your Team.” Key Highlights: Jamie's Background: With over 15 years of experience in leadership, Jamie shares her transition from corporate operations to becoming a consultant. Her focus is on aiding small business owners in overcoming hiring challenges that lead to ineffective teams. Passion for Consulting: Roger and Jamie explore her shift from managing accounts and participating in mass hiring to discovering a passion for consulting, particularly in refining hiring practices for small businesses. Challenges for Women Entrepreneurs: The episode highlights societal pressures faced by women entrepreneurs, including the need for flexibility due to family commitments and biases related to age and gender. Overcoming Self-Perception Issues: Advice is given on overcoming self-doubt and improving client positioning, emphasizing the importance of self-awareness and attracting clients who value expertise. Roger offers advice for dealing with Imposter syndrome, encouraging confidence based on skill. Structured Hiring Process: A detailed interview process is outlined, beginning with defining an ideal candidate profile and crafting effective job postings. Emphasis is placed on focusing on skills over passion during interviews, especially for small businesses. Interview Stages and Personality Assessments: The recommended process includes two interview stages and the use of personality assessments to ensure a comprehensive understanding of candidates. Challenges in the Accounting Profession: Specific hiring challenges in accounting are discussed, highlighting the need for careful screening due to limited training resources in smaller companies. Join us as we explore Jamie Van Cuyk's insights and strategies for successful hiring, leadership, and overcoming the unique challenges faced by women entrepreneurs. For more information on how you can start or grow your business, including certification training for bookkeeping and tax preparation, call 435-344-2060 to connect with Universal Accounting Center's team of expert mentors and coaches. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Check out her on-demand free webinar series: How to Find Employees Who Are Worth Their Paycheck Link: https://growingyourteam.com/worththeirpaycheck 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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Join Roger Knecht, president of Universal Accounting Center, as he delves into the world of successful accounting firms with Tanya Fox, an accountant since 1998 and author of “How to Collaborate" on this exciting episode of Building the Premier Accounting Firm. This episode explores Tanya's five-step framework for reigniting entrepreneurial passion and enhancing profitability through effective collaboration. Main Themes: Tanya's Entrepreneurial Journey: Inspired by a love for cash registers, Tanya transitioned from working for the Canadian government to launching her own firm. Her entrepreneurial spirit is mirrored in her daughter's ambition to run a salon, highlighting a shared desire to escape corporate constraints. Collaboration as a Business Tool: Tanya's book emphasizes collaboration as a means of business growth, drawing from her own experiences of bartering due to cash flow challenges. She transitioned from solo work to fostering partnerships, stressing the importance of genuine engagement over immediate sales tactics. A preview of her Five-Step Framework for Business Revitalization: Step Back and Analyze: Use financial reports to identify issues. Define Your True Goals: Clarify personal success, balancing work-life and financial needs. Assess Feasibility: Evaluate if current business models require a pivot. Writing and Publishing Insights: Tanya shares the challenges of writing her book, aimed at low-income entrepreneurs, and overcoming publisher rejections. Introduces “anger journaling” to identify team role mismatches, boosting morale and productivity. Creating a Positive Work Environment: Address team issues through humor and recognition, using a recognition board to strengthen collaboration. Tough decisions, like letting go of non-fitting members, are vital for team health. Evolving Definition of Success: Tanya reflects on valuing time with family and helping others celebrate their achievements, advocating for resources that support unconventional thinking. Tune in to discover how Tanya's framework can help breathe new life into your business and foster meaningful collaborations. For more information on how you can start your accounting firm like Tanya did, call 435-344-2060. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: People can grab copies of my book “How to Collaborate”: https://www.foxtalksbusiness.com/book 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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
In this enlightening episode of Building the Premier Accounting Firm Roger Knecht interviews Gaynor Meilke, a seasoned business strategist and certified transformational coach. As the owner of Charisma Ink, Meilke shares her journey from corporate marketing to becoming a vital resource for growth in the tax and accounting sectors. Key Themes: Journey to Success: Gaynor Meilke discusses her professional path, highlighting her B2B marketing experience and her mission to support accounting and tax professionals in business growth. Mindset and Operational Challenges: Meilke underscores the internal pressures entrepreneurs face in the accounting industry, which can affect mental health. She emphasizes the importance of addressing these challenges through professional help and open discussions to dismantle the stigma surrounding mental health. Humanity in Business: The conversation advocates for respectful communication and strategic planning to foster a healthy work environment, enhancing both efficiency and profitability. Operational Efficiency: Documenting operational procedures is crucial for efficient delegation and improved client service, contributing to overall business success. Effective Marketing Strategies: The episode explores lead generation through structured sales funnels, highlighting the importance of identifying ideal client profiles and understanding client lifetime value. Thought Leadership and Influence: Meilke discusses ghostwriting and the true essence of influence in accounting, focusing on the genuine desire to help others and outlining eight elements for effective influence. Mentorship and Networking: Accountants are encouraged to view themselves as business advisors and to explore partnerships and networking opportunities, such as GrowCon, to expand their service offerings. Gratitude and Community Benefit: The conversation promotes maintaining a healthy mindset, expressing gratitude, and leveraging expertise for the greater good. Listeners are invited to explore the podcast further for insights on building premier accounting firms and are encouraged to participate in events like GrowCon for networking and educational opportunities. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Free resources and a strategy call for firms - https://charismaink.com/accounting-firms Marketing and Strategy Call 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 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. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
In this insightful episode of Building the Premier Accounting Firm, host Roger sits down with Rick Watson, who shares his transformative journey from humble beginnings to managing substantial assets. Rick dives into the challenges he faced, particularly the high attrition rates in the insurance industry, and emphasizes the critical factors for entrepreneurial success: hard work, branding, and referrals, as outlined in his book “A Firm Worth Building.” Key Highlights: Entrepreneurial Sacrifices and Success: Roger and Rick discuss the importance of hard work and perseverance in overcoming industry challenges. They explore the pivotal role of branding and referrals in business growth. The Power of Company Culture: Rick explains how culture is a reflection of leadership and its influence on business dynamics. They explore ways which aligning company values improves hiring, client relationships, and employee engagement. The significance of company culture in shaping professional and personal interactions. Leadership and Culture Dynamics: Drawing parallels between business and family dynamics. Strategies for maintaining a cohesive culture in remote work settings. Concepts like “trust compression” and “breaking bread” to foster connections. Building Trust and Rapport: The role of edification—speaking positively about colleagues—in strengthening trust and respect. Enhancing service quality and client satisfaction through positive communication. Networking and Personal Connections: The importance of networking for credible referrals and business credibility. Methods to intentionally shape and uplift company culture through positive interactions. This episode is a must-listen for entrepreneurs seeking to enhance their business's culture and growth, offering practical advice and resources to create a firm worth building. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: https://www.nrnamerica.com/ Get a free book by buying the book on Amazon and sending me an email showing a copy of the review. We will respond by sending you a check for the book. Also mentioned on the show was the S.T.A.R Program, the process to create a culture based on accountability. Learn more what you can do to proactively manage those you are working with to achieve clear objectives and take care of your clients. 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 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. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Ever wondered what it's like to embark on a creative journey in midlife while blending writing, faith, and a deep connection with nature? The latest podcast episode with Cheryl Grey Bostrom goes into just that, offering so much inspiration and practical takeaways.Cheryl really got to the heart of creativity, resilience, and faith in this discussion. She's an accomplished author who shared her journey of shifting from nonfiction to fiction writing in midlife, exploring the inspirations behind her award-winning novels, such as Sugar Birds, and an inside peek at her writing process.Have you discovered that midlife isn't as free of responsibilities as you once anticipated? We get it! We also explored the delicate balance between creativity and responsibilities, urging listeners to embrace midlife as a season brimming with new opportunities and personal growth. Cheryl invites us to reflect on the interplay of productivity and fruitfulness, integrating spiritual insights from nature into creative endeavors. This episode offers encouragement and wisdom to pursue divinely inspired dreams with perseverance and faith. Key Takeaways:* Creative Themes and Settings: Get a sneak peek into Cheryl's upcoming novels set against the stunning backdrops of the San Juan Islands and the Olympic Peninsula. Explore how themes of healing and resilience intertwine with lush natural settings to create a profound tapestry in her storytelling.* Faith and Creativity: Discover Cheryl's philosophy on time and faith, emphasizing divine timing and the importance of patience. Learn how she integrates her faith into her creative process, crafting stories that emphasize hope and positive outcomes despite life's challenges.* Midlife Transformation and Inspiration: Let's explore Cheryl's transition to fiction writing in midlife, providing encouragement for listeners exploring new passions. Her personal stories demonstrate the power of perseverance, divine guidance, and believing in one's dreams no matter your age.* Nature and Spirituality: Connect with the interplay of nature and spirituality that fuels Cheryl's photography and writing. Learn how she uses photo essays to mirror spiritual truths, showcasing the magnificence of God with minimal text.We invite you to celebrate midlife as a season ripe with opportunity for personal growth and creative exploration. Whether you're an aspiring writer or just curious about finding new paths in midlife, this episode offers rich insights and a sense of community for those who wish to align their passions with their life's purpose.LinksCheryl Grey Bostom - Birds in the Hand on SubstackCheryl's websiteBooksSugar BirdsLeaning on Air Get full access to Midlife Repurposed at michellerayburn.substack.com/subscribe
Welcome to another insightful episode of Building the Premier Accounting Firm with host Roger Knecht. Today Roger delves into strategies for differentiation and market leadership tailored for bookkeeping, accounting, and tax business owners with marketing expert Daniel Den. Daniel shares transformative insights on how to thrive in the competitive landscape of 2024 and beyond. Key Discussion Points: X Factor Methodology: Daniel explains how his powerful approach has helped over 20,000 clients distinguish themselves in their markets. He recounts his journey from running a party business to becoming a successful internet marketer. Embracing Individuality: The episode emphasizes the importance of unique characteristics in building a standout brand. The “celebrity code” strategy is discussed as a means to develop a distinctive identity and foster community through shared values. Understanding Your Audience: Tailoring marketing messages to specific target audiences or “avatars” is crucial. For accountants, this means identifying niches, such as older real estate investors, to effectively reach and resonate with them. Avoiding Commoditization: Generalists face challenges in saturated markets. Daniel and Roger highlight the need to create a “wow factor” and unique service experiences to prevent being viewed as a commodity. Relationship Dynamics: Niche marketing and personal client interactions can significantly enhance customer experience and loyalty. The episode references the book “Ideas That Influence,” which provides strategies for effective marketing and memorable advertising. Successful Advertising Examples: Learn from successful campaigns like Blendtec's “Will It Blend?” and discover how accountants can transition from service providers to trusted advisors, improving clients' financial literacy. Essential Marketing Pillars: The discussion outlines nine crucial pillars for effective marketing, with a strong emphasis on the necessity of uniqueness to stand out in 2024. As we wrap up this episode of “Building the Premier Accounting Firm,” it's clear that standing out in the competitive market of 2024 requires a blend of innovation, individuality, and strategic networking. Daniel Denn's expertise offers a roadmap for accounting professionals to not only navigate but excel in the ever-evolving landscape. By leveraging the X Factor Knecht Methodology and embracing your unique attributes, you can carve out a niche that speaks directly to your ideal clients, fostering stronger relationships and loyalty. The importance of understanding your audience cannot be overstated, as Daniel and Roger highlight in this episode. Thriving in this competitive landscape isn't just about keeping pace—it's about setting the pace. With the resources and strategies discussed, you're well-equipped to turn your accounting firm into a premier entity that stands out and succeeds in today's dynamic market. Thank you for joining us, and we look forward to continuing this journey with you in future episodes. Call 435-344-2060 for more information. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Go to www.BigIdeasBox.com to grab your free book PLUS free box experience, just pay shipping and handling 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 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. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht and guest Scott Ritzheimer explore the journey to achieving predictable success and sustaining growth in accounting firms. The conversation delves into the pivotal role of leadership, employee satisfaction, and stakeholder contentment in driving organizational performance. Key Highlights: Scott's Journey: Scott shares his transition from ministry training to the accounting world, recounting how he revitalized a failing business by shifting from task execution to effective management, leading to significant growth. Leadership Dynamics: Scott emphasizes the importance of maturity and interpersonal skills over age, particularly as a young manager leading older employees. The episode underscores the need for clear delegation and outlines how founders can evolve through business stages without external validation. Transition Challenges: Founders often struggle with the shift from doing to leading, driven by dissatisfaction with current systems. Scott discusses the high failure rates and harsh realities faced by startups, stressing the need for simplifying core activities and moving beyond a job mentality. Growth and Complexity: As businesses grow, founders face overwhelming responsibilities and financial pressures, including hiring challenges. Scott likens business management to parenting, highlighting the rewards of patience and relationship-building with employees. Evolving Leadership Roles: The episode explores the transition from hands-on leadership to a CEO role, comparing it to a quarterback becoming a coach. Emphasis is placed on supporting and trusting teams, with each leadership stage building on the previous one. Overcoming Later Stage Struggles: Founders often resort to past methods, leading to frustration. Scott advocates for awareness of necessary changes, highlighting successful CEO traits like service and humility, and promoting delegation and collaboration. Join Roger and Scott as they unpack the nuances of leadership and growth, offering practical insights for accounting, bookkeeping, and tax business owners striving to build premier firms. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn the 7 stages of building a business and how you can get to the next level. DOWNLOAD YOUR FREE COPY OF: The Founder's Evolution https://www.scalearchitects.com/founders 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 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. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
In this enlightening episode, host Roger Knecht sits down with Craig Primo, a FINRA licensed investment banker, to explore the multifaceted process of selling a business. Craig shares invaluable insights into the essential role accountants play in ensuring smooth and successful transactions. Whether you're planning an exit strategy or facing an unexpected sale, this episode is packed with practical advice to help you prepare. Main Themes: The Critical Role of Accountants: Craig and Roger note the importance of maintaining accurate financial records during a sale. They discuss challenges posed by outdated accounting methods during sales. Craig highlights the necessity of GAAP-compliant statements for attracting buyers. Understanding Financial Metrics: Roger and Craig discuss key metrics such as gross profit margins and liquidity ratios. Detailed financial data analysis creates opportunities for accountants in a sale. Enhancing collaboration between accountants and clients to identify growth opportunities and prevent burnout. Debt and Growth: Craig explains how to leverage debt for business growth versus traditional cash reserves. They discuss the risks of over-leverage and the phenomenon of “zombie companies.” Granular Financial Analysis: Roger offers advice on managing legacy products and shifting focus to more profitable opportunities. They note the role of private equity in identifying inefficiencies. Professionalism in Accounting: They explain the pyramid model of accounting needs based on business size and maturity. Craig emphasizes the need for a transition from growth-focused to structured financial management. Proactive Financial Planning: Craig offers advice on preparing for business exits. Roger highlights strategies for securing loans and avoiding missed opportunities. They break down the differences between LLCs and C Corporations, and the use of Phantom stock for employee retention. Financial Statements and Trends: Analyzing financial statements to understand trends and improve cash flow. Managing receivables, payables, and inventory. Importance of timely bookkeeping and strategic accounting partnerships. Business Sales Scenarios: Unexpected sales and the need for urgent documentation. Proactive preparations for sale. Planning for venture capital with a 3 to 5-year sale timeline. Emotional Challenges in Sales: Emotional factors complicating the sale process, especially in family businesses. Recognizing and addressing emotional challenges to facilitate smooth transitions. Complex Business Transactions: Impact of events like death or family disputes on transactions. Equity distribution disputes and differing valuations. Accountants' role in providing strategic support, timely information, and accurate forecasting. Join us for an in-depth discussion on how to navigate the complexities of selling a business with expert guidance from Craig Primo. Whether you're an entrepreneur or an accountant, this episode offers valuable strategies to ensure a seamless and profitable transition. For more information on how you could broker these complex transactions, call 435-344-4060 to connect with Universal Accounting Center. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Find & Follow - In Find & Follow, Greg & Jonathan DeVore provide the key to solving the knowledge transfer problem and transforming your business. Don't spend another day wasting your and your team's time relying on tribal knowledge – get a copy now! Create a Culture of Accountability. This is a training to help understand and implement clear expectations. Easy to implement, quick to experience results. We refer to it as the S.T.A.R. Training program. 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 clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
In this episode of Building the Premier Accounting Firm, host Roger Knecht is joined by Chantal Cornelius, founder of Apple Tree Marketing, to explore the critical role of emotional connections in client relationships within the accounting industry. Chantal emphasizes that the success of accounting firms hinges on building trust and personal connections with clients, which goes beyond the typical scope of social media content. Key Discussion Points Emotional Decision-Making: 95% of buying decisions are emotionally driven, Chantal says. She introduces strategies to create empathy-driven relationships with clients, stressing that accounting services, unlike products, require deep trust in accuracy and strategic advice. Challenges of Commoditization: The episode discusses the risk of commoditizing accounting services and the importance of differentiating through trust and personal connections. Chantal's Stand Out Strategies for Differentiating Accounting Firms: Connection: Engage clients through networking and sharing valuable resources. Contribution: Involve clients in charitable initiatives to build a sense of community and shared values. Growth: Offer actionable advice that supports clients' business expansion. Significance: Ensure clients feel valued and heard, reinforcing their importance to the firm. Practical Tips and Insights Building Trust: Personal touches like remembering client birthdays and providing coaching services to address personal challenges. Marketing Tactics: While skeptical of social media's effectiveness in fostering deep relationships, Chantal advocates for referrals, networking, and content marketing, emphasizing the need for clear strategies before implementing tactics. Networking Events: Attend events aligned with the ideal client profile and have a clear purpose for all business activities, including podcasting. Additional Content Personal Interests: Chantal shares her passion for skiing and her journey of recovering from back surgery, adding a personal touch to the episode. Sales Basics: Understanding the fundamentals of sales and fostering deeper relationships through face-to-face interactions is highlighted. Thank you for listening to this episode of Building a Premier Accounting Firm. BRAP is a must listen for bookkeeping, accounting, and tax business owners aiming to enhance their client relationships and differentiate their services in a competitive market. Call 435-344-2060 for more information. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take the Test and get free advice at https://appletreeuk.com/take-the-test/ 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 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. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Alba Bostrom joins KOTL to discuss winning a Junior World Championship after years of trying. Hear the remarkable back story to what amounted to one of the most dominant performances in Junior World Championship history. Also, Alba's future plans and upcoming battles with Meg and Lya. Hosted by 6 Pack Lapadat
There is no shortage of technologists touting the promise of AI, but the frontier of AI fervor is a noted philosopher who thinks the economy could double every few months—and that space colonization by self-replicating machines may not be hundreds of years away.Enter Nick Bostrom, who previously authored the 2014 bestseller Superintelligence about the dangers of AI, and now considers what can go right with AI in his new book Deep Utopia. Bostrom was formerly a professor at Oxford University, and currently principal researcher of the Macrostrategy Research Initiative.In this episode, he joins Philipp Carlsson-Szlezak, Chief Economist of BCG, who is skeptical of AI narratives and thinks technology's economic impact has long-lagged expectations. They discuss different takes on the likely size and speed of AI's impact on the macroeconomy, and why they disagree about the prospect of tech-driven mass unemployment. Bostrom also explains key themes from Deep Utopia, including stages of utopia, “shallow and deep” redundancy, implications for policy, as well as the unique rhetorical style of the book.Key topics discussed: 01:45 | Is tech jumping ahead or behind schedule?03:24 | Is Deep Utopia really a book about AI or about philosophy?04:39 | Technological unemployment: Real or fallacious10:54 | Taxonomy of utopia13:59 | What about public policy, such as UBI?15:47 | Concept of shallow and deep redundancy18:50 | Concept of “interestingness”21:07 | Rhetorical style of book23:29 | AI regulation and policyAdditional inspirations from Nick Bostrom:Superintelligence: Paths, Dangers, Strategies (Oxford University Press, 2014)This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy
In this special cross-post episode of The Cognitive Revolution, Nathan shares a fascinating conversation between Spencer Greenberg and philosopher Nick Bostrom from the Clearer Thinking podcast. They explore Bostrom's latest book, "Deep Utopia," and discuss the challenges of envisioning a truly desirable future. Discover how advanced AI could reshape our concept of purpose and meaning, and hear thought-provoking ideas on finding fulfillment in a world where technology solves our pressing problems. Join us for an insightful journey into the potential evolution of human flourishing and the quest for positive visions of the future. Originally appeared in Clearer Thinking Podcast: https://podcast.clearerthinking.org/episode/224/nick-bostrom-the-path-to-utopia Check out the Clearer Thinking with Spencer Greenberg Podcast here: https://podcast.clearerthinking.org/ Deep Utopia Book: https://www.amazon.com/Deep-Utopia-Meaning-Solved-World/dp/1646871642/ Apply to join over 400 Founders and Execs in the Turpentine Network: https://www.turpentinenetwork.co/ SPONSORS: Oracle: Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds; offers one consistent price, and nobody does data better than Oracle. If you want to do more and spend less, take a free test drive of OCI at https://oracle.com/cognitive Brave: The Brave search API can be used to assemble a data set to train your AI models and help with retrieval augmentation at the time of inference. All while remaining affordable with developer first pricing, integrating the Brave search API into your workflow translates to more ethical data sourcing and more human representative data sets. Try the Brave search API for free for up to 2000 queries per month at https://bit.ly/BraveTCR Omneky: Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off https://www.omneky.com/ Weights & Biases Weave: Weights & Biases Weave is a lightweight AI developer toolkit designed to simplify your LLM app development. With Weave, you can trace and debug input, metadata and output with just 2 lines of code. Make real progress on your LLM development and visit the following link to get started with Weave today: https://wandb.me/cr RECOMMENDED PODCAST: This Won't Last. Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics. Apple Podcasts: https://podcasts.apple.com/us/podcast/id1765665937 Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz YouTube: https://www.youtube.com/@ThisWontLastpodcast CHAPTERS: (00:00:00) About the Show (00:00:22) About the Episode (00:02:58) Introduction to the podcast (00:03:26) Dystopias vs utopias in fiction (00:07:29) Material abundance and utopia (00:14:57) AI and the future of work (00:20:10) AI companions and human relationships (00:22:57) Sponsors: Weights & Biases Weave | Oracle (00:25:01) Sponsor message: Positly research platform (00:26:04) Surveillance and global coordination (00:44:38) Sponsors: Omneky | Brave (00:44:52) Sponsor message: Transparent Replications project (00:46:07) AI governance challenges (00:49:36) Deep Utopia book's purpose (00:53:09) Global coordination strategies (00:59:13) The vulnerable world hypothesis (01:05:18) Bostrom's meta-ethical views (01:08:32) Listener question on meditation (01:10:17) Outro
Why do there seem to be more dystopias than utopias in our collective imagination? Why is it easier to find agreement on what we don't want than on what we do want? Do we simply not know what we want? What are "solved worlds", "plastic worlds", and "vulnerable worlds"? Given today's technologies, why aren't we working less than we potentially could? Can humanity reach a utopia without superintelligent AI? What will humans do with their time, and/or how will they find purpose in life, if AIs take over all labor? What are "quiet" values? With respect to AI, how important is it to us that our conversation partners be conscious? Which factors will likely make the biggest differences in terms of moving the world towards utopia or dystopia? What are some of the most promising strategies for improving global coordination? How likely are we to end life on earth? How likely is it that we're living in a simulation?Nick Bostrom is a Swedish-born philosopher with a background in theoretical physics, computational neuroscience, logic, and artificial intelligence, along with philosophy. He's been a Professor at Oxford University, where he served as the founding Director of the Future of Humanity Institute from 2005 until its closure in April 2024. He is currently the founder and Director of Research of the Macrostrategy Research Initiative. Bostrom is the author of over 200 publications, including Anthropic Bias (2002), Global Catastrophic Risks (2008), Human Enhancement (2009), and Superintelligence: Paths, Dangers, Strategies (2014). His work has pioneered many of the ideas that frame current thinking about humanity's future (such as the concept of an existential risk, the simulation argument, the vulnerable world hypothesis, the unilateralist's curse, etc.), while some of his recent work concerns the moral status of digital minds. His most recent book, Deep Utopia: Life and Meaning in a Solved World, was published in March of 2024. Learn more about him at his website, nickbostrom.com.StaffSpencer Greenberg — Host / DirectorJosh Castle — ProducerRyan Kessler — Audio EngineerUri Bram — FactotumWeAmplify — TranscriptionistsMusicBroke for FreeJosh WoodwardLee RosevereQuiet Music for Tiny Robotswowamusiczapsplat.comAffiliatesClearer ThinkingGuidedTrackMind EasePositlyUpLift[Read more]
Nick Bostrom is a renowned philosopher and bestselling author of "Superintelligence" and "Deep Utopia." He joins Big Technology to discuss the potential outcomes of advanced artificial intelligence, from existential risks to utopian possibilities. Tune in to hear Bostrom's thoughts on how humanity might navigate the transition to a world of superintelligent AI and what life could look like in a technologically "solved" world. We also cover the evolution of AI safety concerns, the concept of effective accelerationism, and the philosophical implications of living in a post-scarcity society. Hit play for a mind-expanding conversation about the future of humanity and the profound challenges and opportunities that lie ahead. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
Say "good moaning" as we welcome Officer Crabtree, Mr. Arthur Bostrom himself to our show. During our enjoyable discussion, Bostrom shared stories from the set of 'Allo 'Allo!; interactions with fellow cast members and creator David Croft. We also touched upon subjects like the evolution of comedy on TV, practicing accents, and if there is a possibility of another reunion of 'Allo 'Allo! in the plans. Enjoy!
If you didn't have to work to enjoy material abundance, would you do it anyway? If an algorithm or a pill could achieve better results, would you bother shopping or going to the gym? These are the kinds of questions we'll need to ask ourselves if AI makes all human labor and other traditional ways of spending time obsolete. Oxford philosopher Nicholas Bostrom, author of Deep Utopia, is downright bullish about our ability, not only to adjust to a life stripped of labor, but to thrive. Listen as Bostrom explains to EconTalk's Russ Roberts what pleasure and leisure might look like in a world without struggle or pain, and why art and religion may come out still standing, or even become more necessary. Finally, they speak about how AI might free us up to be the best people we can be.
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