Show cover of Building the Premier Accounting Firm

Building the Premier Accounting Firm

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

Tracks

This Week on BPAF : Pete Mohr
Join us this Wednesday for a new episode where Roger discusses the 5 P's with Pete Mohr.
00:39 09/26/2022
The Blueprint To Living Life Tax-Free & Out of The Box Investment Strategies w/ Daniel Blue
This week, Roger chats with best-selling author and speaker Daniel Blue about different and out-of-the-box strategies accountants can employ to help their clients diversify their investment portfolios, increase their cash flow, defer the payment of taxes and live life tax-free. They also talk about how you can better prepare your clients for retirement and help them collaborate with fellow business owners so they can learn from others’ mistakes. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Daniel Blue Daniel is a regular contributor to forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over more than ten years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that led to life-changing results. Under Daniel’s leadership, Quest Education has actually reached the 7-figure mark two years in a row with thousands of customers throughout the United States. He has also published a book, ‘B.L.U.E Print To Your Best Retirement’ and it’s an amazon best seller.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: B.L.U.E. Print to Your Best Retirement: How to Access Your Retirement Account Penalty and Tax-Free https://www.amazon.com/Blueprint-Your-Best-Retirement-Tax-Free-ebook/dp/B09BHXZT2L/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=1629004119&sr=8-12   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   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 suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
52:59 09/21/2022
This Week on BPAF : Daniel Blue
Join us this Wednesday for a new episode where Roger discusses the blueprint for living a tax-free life with Daniel Blue.
00:39 09/19/2022
Forget Aggression, Sell With Compassion w/ Chandler Walker
This week, Roger chats with psycho-sales expert Chandler Walker about abandoning the old-school sales tactics of aggression and selling with compassion in mind. Chandler shares how he came up with his Compassion Conversation sales system, by applying cognitive behavior therapy and other Wellness ideologies to the sales process. Roger and Chandler also talk about the misconceptions of sales i.e. you have to be aggressive to sell as well as other ideas from his Compassion Conversation sales system i.e. timing, tempo & tone during the sales conversation, building rapport, overcoming objections as well as what you should be paying attention to in a conversation to avoid challenging your client’s character. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Chandler Walker  Chandler started his entrepreneurial journey after graduating from the University of Nevada Reno with a degree in Biochemistry and forgoing a medical pathway to pursue a brick-and-mortar wellness facility.  He then pivoted to an online health practice a year before the COVID lockdowns. After scaling both businesses to the 7-figure level and doing 3000-4000 sales consultations, Chandler was frustrated with the way sales were taught. He was tired of the old-school objection handling, aggressive tactics, and salesy attitude taught by most sales trainers. So he looked back at what he was doing, combed through his notes, and created Compassion Conversations. A therapeutic-driven, psychological-based sales system centered around compassion and care. Chandler has taught over 3000 people his system of compassion Conversations and has the goal to change and redefine the landscape of sales altogether. Chandler also invests regularly in the crypto markets and bought Ethereum when it was $15, obtaining a 20,000% increase and turning $250 into 50k Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Chandler offers a 9-step Framework to selling without Manipulation, Aggression Tactic or Feeling Salesy : https://9step.cultureofcare.life/ Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   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 suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
56:49 09/14/2022
Having a Mindset for Success With Chad Hymas
In this special video episode, Roger has a sit down with Chad Hymas decorated speaker and life coach, also listed among the world’s 10 most inspirational people in the world by the Wall Street Journal. Chad shares his personal story of how he overcame the odds, being 95% paralyzed, and still attain huge success and commanding huge respect in his field. Chad says that it was by putting aside his ego and pride and choosing to rely on others, his family and close friends that he was able to make it far. Chad also talks about his eight pillars of success and how he’s been able to build them up by delegating to others. Join us on YouTube for the full video   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Chad Hymas Chad is the owner and founder of Chad Hymas Communications. He does a variety of speaking around the world actually addressing the number of things that all of us can relate to which is mindset related staying positive among other things addressed in this week’s podcast.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Chad’s Offers: https://www.chadhymas.com/   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals 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 suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777
70:56 09/09/2022
Having a Profit Mindset w/ Andy Cristin
On this week’s podcast, Roger Knecht interviews finance expert & CFO Andy Cristin, who has over 30 years of experience in the commercial sector, both working for and running businesses.  They talk about Andy’s journey from working in the commercial sector to starting his own business with Andy giving valuable advice to anyone looking to start up their own business.  They talk about the importance of the CFO in the business and how as a CFO you can take your client’s business to a whole new level by identifying key performance indicators they should be watching, budgets, and forecasts to help them manage their cash flow better and how accountants can take up the advisory role for their clients.  Andy also discusses key concepts from his Amazon best-selling book, The Profit Mindset. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Andy Cristin Andy Cristin is a finance director and CFO with over 30 years of experience in a broad range of commercial organizations based in the UK, Europe, and the Middle East. He qualified as an accountant while working for a major UK food distributor moved to a European vehicle logistics business and then to a privately held business in the technology sector. During his career, he’s worked for 11 different start-ups, three of which grew from nothing to become multi-million-dollar turnover businesses as well as being an adviser. He has been in the business himself, Co-founding a B2B service with a serial entrepreneur. They grew the business from 0 to $1,000,000 profit with zero to 50 employees in less than five years. The company was built with a sell in mind, and they achieved an average profit multiple in a sale to a French multinational company. Andy is the author of Profit Mindset, which is an Amazon number one bestseller and was shortlisted for the business of Book Awards. The book is designed to help business owners improve the finance side of their business. He is also a regular contributor to various business-related publications outside of work and he lives in Chelmsford UK with his wife and two university-age children. He is a keen sports fan, lifelong Liverpool supporter, and a regular spectator at Lords and Wimbledon.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Andy’s new book and special offer for our listener’s: He is happy to make available a pdf copy of his book “The Profit Mindset”.   He says that anyone can connect with him via Linkedin and request a copy by messaging him directly and mentioning this podcast, “Building the Premier Accounting Firm” with Roger Knecht.   He is also offering a copy of his newest ebook called “Notes from a Small Business” which can be downloaded from his website https://www.pareto-fd.com   Be sure to also take advantage of this offer to receive the following training: For FREE, The Turnkey Business Plan for accounting professionals Strategic Selling &  Selling with Confidence And for FREE as well, this webinar addresses online marketing such as leveraging your social presence to get the clients you deserve.  You’ll also learn how to automate the entire process from marketing to sales.  Don’t miss this information-packed webinar to help you get the clients you deserve.   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide CFO & Advisory services as the premier accounting business today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   Become a Profit & Growth Expert for your clients offering quality CFO and Advisory services.  Learn how to best market, sell, onboard, and fulfill long-term engagements following the Universal Business Builder Model.   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 in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
52:59 09/07/2022
This Week on BPAF : Andy Cristin
Join us this Wednesday for a new episode where Roger discusses having a profit mindset with Andy Cristin.
00:27 09/05/2022
Going Beyond Tax Planning w/ Dominique Molina
This week, Roger has a chat with certified tax planner and tax issues expert Dominique Molina.  They talk about how you can realize your full potential as a tax planner, getting beyond tax preparation and tax planning for your clients and how you can save your clients money through advisory services. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dominique Molina Co-Founder and President of the American Institute of Certified Tax Planners Editor-In-Chief, Thinking Outside The Tax Box Dominique is an accomplished keynote speaker, teacher, best-selling author, and mentor to tax professionals across the United States. She frequently appears in print, television, and radio programs, including CNN Money, and was named one of the 40 Most Influential Accountants by CPA Practice Advisor Magazine. Dominique is the co-founder and President of the American Institute of Certified Tax Planners. She trains and certifies CPAs according to her own high standards for advisory excellence and tax reduction goals. In 2009, Dominique began to create an elite network of tax professionals including CPAs, EAs, attorneys and financial service providers who are trained to help their clients proactively plan and implement tax strategies that can rescue thousands of dollars in wasted tax. AICTP’s growing network of tax professionals successfully reaches over 300,000 entrepreneurial businesses throughout the country with Dominique having licensed over 800 tax planners, both nationally and internationally. Prior to founding the American Institute of Certified Tax Planners, Dominique successfully established her own practice, a San Diego-based, full-service tax, accounting and business consulting firm, serving hundreds of business owners and investors across the country. Preceding this, Dominique assisted a variety of clients for the largest independently owned CPA firm in San Diego. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Check out the American Institute of Certified Tax Planners   Turnkey Business Plan, Strategic Selling & Selling With Confidence   Webinar: Universal CRM     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 suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
52:17 08/31/2022
This Week on BPAF : Dominique Molina
Join us this Wednesday for a new episode where Roger discusses avisory services with Dominique Molina.
00:55 08/29/2022
Demystifying Sales w/ Merit Kahn
This week, Roger interviews sales guru Merit Kahn; CEO of SELLect Sales Development, Emotional Intelligence coach, key-note speaker, and part-time stand-up comedian.  You’ll learn all about Sales and Marketing your business the right way. Current trends in this topic i.e. Sales Funnels & Lead Magnets. And all the elements you’ll require in order to sell your products or services properly.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Merit Kahn Merit Kahn is the CEO of SELLect Sales Development, an Emotional Intelligence Expert and Certified Speaking Professional. For 20+ years she has worked with salespeople, entrepreneurs, professionals and business leaders who are frustrated because… Their ideal prospects were not receptive to their offers They struggled to reach their aggressive sales goals The pace of change meant always being in catch up mode There was never time for creating innovative ideas Profit margins were slowly shrinking Employees were overworked, over tired and overwhelmed Merit is also the author of- Myth Shift: Challenging The Truths That Sabotage Success,  Co-host of ‘The Smarter Sales Podcast’ and for fun does stand-up comedy as a hobby.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get your Sales SWOT on Steroids resources TODAY  You’ll also want to get your free copy of Profit First And lastly we have a FREE copy of this book that all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book   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 suggestion you may have.  We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
60:00 08/24/2022
Systemizing Work for Efficiency w/ Allison Williams
In this week’s episode, Roger Knect has a conversation with Allison Williams about ways to systemize your work for efficiency, the three key things to look out for in order to hire the right person and business principles that are effective for running a business.  With experience helping solo and small firm attorneys grow their revenue, crush problems in business and making money, Allison shares business principles that she has found to be applicable to the law firm and can be applied to accounting professionals.    Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Allison Williams Allison Williams, known as the Law Firm Mentor, is the owner of two successful companies. She is Founder of Williams Law Group, a full-service family law firm where she is a Fellow of the American Academy of Matrimonial Lawyers, is Certified by the New Jersey Supreme Court as Matrimonial Law Attorney and is certified by the National Board of Trial Advocacy in Family Law. After taking Williams Law Group from start-up to a multi-million-dollar business in 3.5 years, she created a second business, Law Firm Mentor, where she provides business coaching services for Solo and Small Law Firm attorneys helping them grow their revenues, crush chaos in business and make more money.   This business was born out of her success in business, including winning the LawFirm500 award, ranking 14th of the fastest-growing law firms in the nation, being named a Stevie Award Finalist for Female Entrepreneur of the Year in 2017 and in 2018, being voted as NJBIZ’s Top 50 Women in Business and designated one of the Top 25 Leading Women Entrepreneurs and Business Owners. The motto of Law Firm Mentor is #NeverStopGrowing!   An international speaker in the field of child abuse and neglect evidence and trial practice, Ms. Williams has appeared on the Katie Couric show and has published articles in the Huffington Post addressing issues of child maltreatment. She has been selected among her peers as one of the Top 100 Super Lawyers in New Jersey and has been voted by her clients as one of New Jersey’s Best Lawyers for Families.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Allison provides a chance for you to listen to her podcast,  The Crushing Chaos with Law Firm Mentor podcast. on your preferred platform.   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   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 suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
44:56 08/17/2022
The Future Of Bookkeeping Beyond Debits & Credits w/ Laura Shepherd
This week, Roger interviews Laura Shepherd, accounting professional & owner of My Top Bookkeeper, a platform that offers full-charge bookkeeping services. Roger and Laura discuss accounting and bookkeeping as she shares her 8-step accounting process that can be used to market and sell accounting services, and the benefits that accountants and bookkeepers can experience while using this process & much more. Perhaps it is time we consider ways to simplify accounting for our clients to help more of them use the information we are providing to more intelligently run their businesses. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Laura Shepherd Laura Shepherd is the owner My Top Bookkeeper.  My Top Bookkeepers provide full-charge bookkeeping services by using the Accounting Cycle and GAAP guidelines to produce, explain and substantiate our results. That's a fancy way of saying that when it comes time to put your financials in front of your CPA, lender, investor, IRS, etc, you can have confidence in the results because we know they are right. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take a moment and do a self -assessment of your accounting knowledge, technical skills and business experience.  This is quick and easy but also informative: https://forms.gle/AQdGLFY4LBUADvdr8 Benchmarking a business’ financial performance to it’s industry standards can be very helpful to find areas of improvement within a company.  See what you can do as an accountant to leverage this powerful tool as you work with your clients.  BizBench may be the solution you need to take your client relationship to the next level.  See how accounting professionals are using this report with their clients today: https://bizbench.com/#   Become a profit & growth expert The Profit & Growth Expert (PGE) designation is unique within the accounting profession as it demonstrates proficient skills necessary to offer quality accounting services coupled with with CFO and Advisory work.  See what you can do to increase your average revenue per client while improving your client relationships and retention as a Profit & Growth Expert. Get a FREE copy of these books that 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 to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals     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 suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
53:03 08/10/2022
This Week on BPAF : Laura Shepherd
Join us this Wednesday for a new episode where Roger has a discussion with Laura Shepherd.
00:39 08/08/2022
Winning The Cash Flow Game w/ David Safeer
This week, Roger interviews cash flow expert David Safeer, Founder and CEO of David Safeer International, an institution that trains accountants on matters of cash flow, and also works with CFOs to optimize their cash flow and run businesses more effectively.  They talk about all matters cash flow; managing cash flow, cash flow strategies etc., the reasons why most businesses fail and how as an accountant you can predict the future and help businesses deal with cash effectively. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: David Safeer David Safeer is a globally recognized expert in cash flow optimization and the founder of David Safeer International, which educates and advises accountants and CFOs on cash flow and profit maximization strategies for their clients.  His work has impacted hundreds of businesses with revenues from $1 million - $20 million in 40 countries. As vice president and general manager of Kodak Latin America, he transformed his division from years of loss to profitability in 18 months. As president of Iomega Latin America, Inc., David grew revenue by 404% in 5 years and profits by 181%. David has a master’s degree in International Management and 20 years of working with Fortune 100 companies such as Morgan Stanley and Dell. David teaches accountants how to grow their revenue with cash flow advisory services through his cash flow advisory certification program and mastermind groups.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Schedule and have a 30-minute call with David to discuss any challenges you or your clients are having and attend a month of David's Cash Flow Advisory Masterminds for free. This includes access to the Mastermind archives to explore case studies and cash flow frameworks, strategies, and tactics. Between the call and the month mastermind sessions, that's a $650 value.  Also download the EBook 10 Easy No Risk Habits to Start Managing Cash Flow Today      Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals 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 suggestion you may have.  We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
90:00 08/05/2022
Impact of Technology in your Firm and Business w/ Trevor Ewen
In this week’s episode, Roger Knecht and Trevor discuss the technologies and softwares and how they impact you and how you run your business. Trevor gives a  Step by step illustration on ways you can change or translate technical concepts into easy concepts that are easily understood by the clients. Learn how you can accelerate your business growth through innovative ways.    Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Trevor Ewen Trevor is an experienced software engineer, and real estate investor. He has an MBA from London Business School and Columbia Business School. He is a Southport Ventures partner and the CEO of Southport Technology Group. He manages full-stack teams in clean energy, insurance, finance, and media. Notable engagements include Morgan Stanley, HBO, Honest Buildings (now Procore), Black Bear Energy, and PRco. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Business owners (or administrators) can book a 30-minute virtual coffee with a member of our team here: https://stg.software/coffeeIt's free. We send you a Starbucks gift card and do a quick technical survey on your business. After the call, we compile the information into a free report and send it over. BizBench Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   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 suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
51:10 08/03/2022
Money Management & Planning for Life w/ Kim Curtis
This week, Roger interviews Kim Curtis, President and CEO of Wealth Legacy Institute and author of Amazon best seller, ‘Money Secrets: Keys to Smart Investing’. Kim is highly regarded in the financial planning industry and was recognized by the Journal of Practical Estate Planning. They talk about what wealth management entails and the role wealth managers as well as accountants play in planning the financial aspect of their clients lives and getting them ready for retirement. They also discuss ‘The Law of 72’ and having a healthy relationship with money among many other topics. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kim Curtis Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™. Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and the Wall Street Journal. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Click on the following links to get offers Retirement Secrets: Keys to Retiring Happy, Healthy & Free Money Secrets: Keys to Smart Investing Aging Parents Checklist   Get a FREE copy of these booksall accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals 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 in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
51:10 07/27/2022
The Power of Short Books as a Marketing Tool w/ Mike Capuzzi
This week, Roger chats with Mike Capuzzi, publisher, author and book publishing coach, about the power of shooks otherwise known as short books, and how you as an entrepreneur can use them to market your business.  Mike breaks down how you can use shooks to reach clients and establish yourself as market leader in your field.  He further explains why you should publish a shook and the advantages of shooks for the author and its readers. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mike Capuzzi Mike Capuzzi is a publisher, author and book publishing coach and has been helping clients create exceptional marketing results since 1998.  In 2019, he launched Bite-Sized Books, a new publishing concept formula for creating short, helpful books (known as shooks™). Shooks are ideal for business owners, entrepreneurs and corporate leaders who are looking to increase their level of authority, while also providing helpful information in bite sized books. Mike is the author of 15 books, including two Amazon #1 Best Sellers, The 100-Page Book and The Magic of Short Books. If you’ve ever wanted to write a non-fiction book but weren’t sure how to do it, you’re going to love what Mike has to share today. 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 this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals 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 suggestion you may have.  We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
59:26 07/20/2022
Becoming A Count-On-Able Entrepreneur with Jeff Cohen
This week, Roger talks with Jeff Cohen, a Desired Speaker, Certified Profit First Professional, Management Consultant & Business Coach, with over 20 years of entrepreneurial experience, who also appeared and went toe-to-toe with the Sharks on ABC’s ‘Shark Tank’.  They discuss matters of accountability and how as entrepreneurs we can be responsible and accountable for our actions and create a culture of accountability in our businesses.  Jeff also reflects on his personal failures, declaring bankruptcy during the height of the 2007 recession, and the lessons he learned from this experience. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Jeff Cohen Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: To get the  first chapter of the Countonable book for free, click on this link  www.countonable.com  Download the free resources and the first chapter of the book. Feel free to reach out and schedule with his team Get your free copy of Profit First Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book   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 suggestion you may have.  We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
49:12 07/13/2022
Improving the Client’s Quality of Life w/ Steve Pipe
In this episode, Roger and Best-Selling author and former UK Entrepreneur of the Year, Steve Pipe, discuss the importance and role that accountants and wealth managers play in creating a good quality of life for their clients.  Steve shares his personal story of how he helped his dad, a printer who felt overwhelmed by the shift in technology in the industry, retire early by creating a personal balance sheet for him.  They also discuss why as an accountant you should always give one-page summaries to your clients and much more  Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Steve Pipe Previously named as the world’s most highly rated accountant and advisor to accountants, Steve is a best-selling author, dynamic speaker and former UK Entrepreneur of The Year. As a co-founder of Speakers for Good, he is a passionate advocate of the Business for Good movement, where his goal is to help provide 100 million days of help to people in need across the world (with the total amount provided so far standing at 19million days).  His books for accountants include “The World’s Most Inspiring Accountants”, which has been described by other practice development gurus as a “masterpiece”, “ground-breaking” and “desperately needed”, and “The UK’s best accountancy practices”, which ICAEW President Mark Spofforth describes on the dust jacket as “brilliant” His other books include “101 ways to make more profits”, “Stress proof your business and your life”, “How to build a better business and make more money”, and the “Better business, Better life, Better world “trilogy In 2021 he is researching and writing “The world’s most inspiring businesses”.  Outside of work Steve has been married (to an accountant) for almost 40 years, has three adult children, and lives in Yorkshire. His hobbies include playing tennis badly and playing blues guitar terribly. 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 Steve’s book, ‘Our Time to Rise.’ This is a book about the extraordinary economic, social, personal and emotional impact accountants across the world are having. Click the following link to get a copy www.ourtimetorise.global and www.stevepipe.com    Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   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 in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
48:46 07/06/2022
The Science of Effective Communication w/ John Bates
In our latest podcast this week,  Roger Knecht speaks with Leadership Communications Expert, John Bates on the power and the science of effective communication. You will learn how you can inspire others through the way you communicate and how learning to communicate effectively can lead to personal growth and development and make you a better leader. If you’re a public speaker, you’ll also learn what it takes to deliver a world class TED talk and how to make an emotional connection with your audience. ‘Communicating with human beings is not logical but biological.’ - John Bates Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: John Bates As a world-renowned Leadership Communication expert, trainer and “Executive Whisperer” John helps great leaders change the world. John is also one of the most prolific and successful TED/TEDx-format speaker coaches in the world. John has spoken on stages across the world, at TED and TEDx events many times and has trained thousands of top leaders in both the TED-Format as well as coaching them in the great leadership tools that mastering the TED format brings to leaders; influence, emotional intelligence, leadership presence, authentic connection, deep vision transference, and much more.   Sponsors: Business owners (or administrators) can book a 30-minute virtual coffee with a member of our team here: https://stg.software/coffeeIt's free. We send you a Starbucks gift card and do a quick technical survey on your business. After the call, we compile the information into a free report and send it over. Also, learn what you can do to communicate better with your clients as their Profit & Growth Expert using BizBench to effectively benchmark their business and offer strategic insights.   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 suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
82:05 07/01/2022
Leveraging Your LinkedIn Profile w/ Donna Serdula
Are you leveraging your online presence to get the clients you deserve? In this week’s episode, Roger Knecht speaks to Donna Serdula on how to leverage your LinkedIn profile, LinkedIn best practices, how to brand your LinkedIn so that you are seen by your target audience, how to build and leverage your LinkedIn connections and much more. Listen in and learn why your LinkedIn is so important to your end goal as a professional or as a business, and how to set up your profile the right way.  Get ready to take some great notes, in fact, have your Linkedin profile up and ready to work on as you listen in. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Donna Serdula Donna Serdula is the pioneer of the concept of LinkedIn profile optimization.She is an in-demand speaker throughout the US and has been featured on Business Insider, Time’s Money section, WallStreet Journal’s Market Wartch, LA Times,NBC among other news outlets.  She is a keynote speaker and an author. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get in touch with Donna through LinkedIn for further assistance on how to set up your LinkedIn profile and how to use the full potential of LinkedIn. https://www.linkedin.com/in/todonna/ Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals 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 in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
46:51 06/29/2022
21-Second-Habits w/ Blaine Oelkers
In this week’s episode, Roger Knecht speaks to Blaine Oelkers on 21-second-habits. In the conversation, Blaine gives tips on how you can create habits that bring success and results instantly and stick with them for a lifetime. Learn ways of how to personally implement and get the right stuff done.  Get insights on the power of the mind. What you find in the mind is very important, hence one should be careful not to fill it with negative thoughts.  Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Blaine Oelkers   Blaine Oelkers is America’s only Chief Results Officer and a leading authority on personal implementation. He is an expert on creating valuable doneness. He loves to help people get results and advice on the habits that bring success and results. Blaine is;  - LinkedIn TOP Connector! 25,000+ 1st-Level connections, 1.7M 2nd-Level and 786M 3rd-Level - TEDx Talk over 190,000 views - Leading authority in personal implementation and consistency - Habit Master with a documented streak of 1454 days in a row and counting! - Lifetime work-from-home entrepreneur - Graduate of Purdue University & Stanford University's Entrepreneurship Program - Co-author of 3 books & frequent podcast guest - Oversees more than 20,000 weekly personal implementation plans check-ins per year Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: There are several resources that you can benefit hugely from.  Blaine’s TEDx Talk Mastering Think and Grow Rich – Create the Life You Desire  21-second-habits-guidebook   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book   “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   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 in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
42:00 06/22/2022
Understanding Cash Flow w/ Michael Jones
In this week’s episode, Roger Knecht speaks to Michael Jones on cash flow, providing great quality products or services and building a relationship with your clients or customers. Michael gives tips on how to come up with policies in the business to help come up with solutions or reforms for the issues encountered in business while handling clients.  Michael also talks about mental health awaressness while running businesses. He offers tips on how to deal with such a situation. He addresses the need to be able to be, if nothing else, more sensitive and aware and be willing to talk about this and be willing to help people deal with such situations.  Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Michael Jones Michael Jones is the Vice President of Business Development Company. He has led a number of businesses helping in their growth especially in the technology industry. He has previously served in numerous executive leadership roles including President and CEO of publicly traded diabetics technology and disease management service company. He has also pioneered the advancement of video based telehealth and telemedicine technologies.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: If you are a consultant or fractional CFO of a cash flow advisor, someone that just would like to know about how they can help their clients, especially from a cash flow situation, there is a solution for you. Michael has some great programs for accounting professionals that you can participate as a partner or affiliate to Ventech.  Contact Michael today and get the information you need.  Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals 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 in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
66:46 06/15/2022
Grow your Business Using WTS Method w/ Josh Fonger
In this week’s episode, Roger Knecht speaks to Josh Fonger on some insights regarding coaching from a practical level.  Josh points out the benefit of hiring people to do some of the work they are experienced in so you as the business owner can focus on more revenue producing things or what you enjoy doing. This helps  grow a company and through systems liberate ourselves from the day-to-day operations of the company and at the end of the day, the business becomes self-sustaining.  Josh also speaks on time management urging us to recognize certain times of the day when we are most active and able to achieve so much. He urges us to be more deliberate and manage time effectively.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Josh Fonger Josh Fonger is the CEO of WTS Enterprise. He is a business performance architect and an international business consultant, coach and speaker. Josh has a unique experience helping businesses grow, simply by using the WTS method.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a summary offer of the book; ‘ Work the System: The Simple Mechanics of Making more and working less.” Go to https://wtsenterprises.com/ to get access to this book.    Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals 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 in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
57:49 06/08/2022
The 5 Secret Fears of Failing in Business w/ Illens Dort
In this week’s episode, Roger Knecht and  Iilens Dort discuss how business is about people, helping people, improving people and making people better. They point out how people are  resources in business  that need to be leveraged and inspire them to be great leaders. Individuals are a great asset in our business and lives hence why it is important to be good to people.  Dort speaks of the need to give back to society so as to take the blessings we’ve received and help  those that are not able, this could in turn be something positive down the road.  He also points out that every problem has a solution. We need to be open and vulnerable enough to go to our peers, go to our master groups and in those mastermind groups maybe share situations we’re experiencing and get input and suggestions from these people.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Illens Dort   Illens Dort is the President and founder of Maximum Impact Council. He is also the author of ‘The 5 Secret Fears of Failing in Business ( And How To Overcome Them). He was born and raised in Haiti and is currently living in Utah. Dort loves to help business people to grow themselves and their businesses. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a copy of the The 5 Secret Fears of Failing in Business book. Iilens will pay for the shipping and handling and send you a signed copy of his book.  Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Also don’t forget The turnkey business plan; it's essentially what all accounting professionals need to understand as they’re running their 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 in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
81:39 06/03/2022
Using Technology for Business w/ Chris Paolucci
In this week’s episode, Roger Knecht speaks to Chris on using technology to improve your business. Technology can be overwhelming for some individuals but getting to understand the best timing to implement it in the business and using the right one makes a great difference. Chris explains the different software applications that you can adopt to efficiently do your work and be that hero who brings solutions to their clients.  Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Chris Paolucci Chris is the alliance manager in the mid market space for Tipalti.  He has been working in the financial technical space for seven years to help organizations improve their processes and increase their efficiencies utilizing a robust tax stack. He currently works with CPA firms, bookkeeping firms and consulting firms that are looking to bring value to their business and more importantly to their client base.  Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Request a demo from someone Tipalti even with Chris where they will find out more information about you, your clients, the organization and offer you a solution in relation to your business needs.  Find ways to systematize your marketing and sales and more importantly learn about the best practices and CRM ensuring that you’re staying in contact with those that are potential clients all the way through to getting them as an engagement. Learn more about the universal CRM.    Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals 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 in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
54:02 06/01/2022
Pricing with Confidence w/ Melanie Power & Andrew Robinson
In this week’s episode, Roger Knecht speaks to  Melanie Power and Andrew Robinson, founders of the global movement for bookkeeper revolution. Melanie is well known for her role at Xero as the head of bookkeeping and growing her own practice to 120 clients in a year. Andrew is a chartered accountant who has transitioned his own mid tier accounting firm from compliance to advisory work tripling his revenue with one third of the clients. He is designing systems that help businesses track their records so they can normalize the tax they pay. In their conversation, Melanie and Andrew share tips on how to build confidence and competence to help you get to a point you understand pricing and how to do it right and get paid what you are worth.  Your Host: Roger Knecht, president of Universal Accounting Center Our Guests: Andrew Robinson and Melanie Power Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Perfectly Price Your Bookkeeping Packages Without Spending Hours "Guestimating" Over Proposals And Short changing Yourself!  Find out more using this Pricing Calculator   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Also don’t forget The turnkey business plan it’s essentially what all accounting professionals need to understand as they’re running their 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 in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
43:14 05/25/2022
Advisory Services w/ Joe Woodard
Roger and Joe discuss things  you can do in business to make sure you are going  beyond just providing financial reports but literally stepping into your clients world and helping them do things that can ultimately help them with succession planning.    Learn about the six disciplines of advisory from this conversation Financial advisory Technology advisor Operational advisor Knowledge advisor In this episode, you will learn about data information knowledge and wisdom and that road that you play as you help your clients. Joe also speaks on the importance of attending conferences as a way to strategically place yourself in order to gain more knowledge and information to help your clients grow. It’s in these conferences that you will be exposed to upcoming trends and technologies that you can share with your clients and they will perceive you as an expert in your field.  This is another episode you’ll be glad you heard so sit back, enjoy and be sure to take some notes. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Joe Woodard As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. Joe is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-2021 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession. Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry. Offers:  Register for Joe’s Scaling New Heights 2022-Registration (woodard.com). He is offering a 10% discount that will expire on June 22nd. Please use the coupon code- “UAC” You’ll also want to get a FREE copy of these books that 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 to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Also, see what you can do to become a Profit & Growth Expert offering quality CFO & Advisory Services following the Universal Business Builder model.  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.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
70:09 05/18/2022
Becoming Creditable w/ Mitchell Levy
Roger is happy to bring Mitchell Levy back to the podcast for another timely discussion.  They cover a variety of topics beginning with a subject we each need to consider both personally and professionally, the need to bring creditability to the relationships we have. After hundreds of discussions with successful and influential business leaders, Mitchell shares some of his observations and insights including the need for us all to be timely, and punctual.  Time is a precious commodity so we all can do a better job respecting our time. Roger and Mitchel also discuss the importance of purpose & passion, but can we also articulate it.  What is it we need to do to clearly explain what we do and why it matters?  Learn what a CPOP is and how we can communicate it more clearly.  There are some important lessons here for us to hear. Then they discuss whether we are listening well to others?  Not just hearing but also understanding. I think many would agree, that life can be hard and scary but Roger and Mitchel want to bring some light to the situation.  In fact, they clearly point out that we each can fix this, that we individually can make a difference, you perhaps are the difference that is needed in the world, in the life of those you are interacting with.  Basically, we each need to be a better person. This is another episode you’ll be glad you heard so sit back, enjoy and be sure to take some notes.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Mitchell Levy Global Credibility Expert Mitchell Levy is a 2x TEDx speaker, an international bestselling author of over 60 books, and an executive coach at Marshall Goldsmith’s 100 Coaches. After interviewing 500 thought leaders on credibility, he published a 7-country international bestselling book, delivered a powerful TEDx on humanity, created courses, and created the Credibility Nation membership community to help those live, learn and surround themselves with others on the credibility journey.   He's an accomplished Entrepreneur who has created twenty businesses in Silicon Valley including four publishing companies that have published over 750 books. He's provided strategic consulting to hundreds of companies and has been the chairman of a board of a NASDAQ-listed company. Mitchell has been happily married for thirty-one years and prior to covid-19, would regularly spend four weeks a year in Europe with family and friends.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Becoming creditable is a characteristic that is an admirable trait to develop.  Listen as Mitchell explains this principle and how it applies to each of us individually.  This is Mitchell speaking at Tedx. Roger also mentioned this offer that Mitchell is giving the listeners of the podcast, 2 months of free access to creditability nation.  Go here to sign up and participate in the Creditable Nation experience. And then there is the quarterly event, Ultimate Credibility Bootcamp that you are invited to attend. You’ll also want to get a FREE copy of these books that 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 to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals 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. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
55:51 05/11/2022
Working Remotely with Confidence w/ Hossein Dadkhah
This is easily something we should discuss more often and it’s time we do it now.  Listen in as Roger and Hossein discuss the benefits afforded the accounting profession when using technology along with the areas of concern we don’t want to forget. They address both the why and how we should be securing our client data.  Of course we try to use technology to work efficiently but we also should consider a multilayered approach to security.  In fact, Hossein shares with us the 3-step approach: protection, detection, response He then points out which and where should you be spending your money.  This alone is a good reason to not miss this discussion. Have you ever wondered what it means to be an asset custodian?  Well, listen in as they consider it and why it matters to accountants. I’m sure you’ve also heard of Ransome Ware, but what should we really know? Then there’s the advice you don’t want to miss, what is the weakest link in our security planning?  In fact, what is our first line of defense when it comes to cyber security?  Have your notepad ready! Roger and Hossein will also go over a variety of other topics you don’t want to miss: updates and patches Two Factor Authentication, does it help? Let’s understand that as accounting professionals that this is a trust-based business. Among the many things discussed they’ll also go over some perks and benefits available to the profession.  Think of this, what does working remotely afford us within the accounting profession? A larger pool of professional talent A endless opportunity in client acquisition. Have you considered becoming a digital nomad? Alright, sit back, listen in and enjoy this conversation with Roger and Hossein. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Hossein Dadkhah Hossein Dadkhah is the president of "ADVANTAGE IT," an IT consulting and cybersecurity advisory firm working with accounting firms across the US and Canada. His focus on strategic partnerships with small and mid-sized accounting firms has enabled him to help them with cyber risk mitigation and increasing operational efficiency. He has more than 20 years of experience in making companies more secure by addressing the most pressing and pervasive cyber risk challenges.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Hossein is offering a 30-minute "no-pitch" call to brainstorm on converting into a virtual accounting firm and see if it makes sense for your firm to go virtual SECURELY. If you are already operating virtually, this is a good chance to perform a high-level security conversation to ensure that you are protecting your clients, their data, and your firm.  Click here to set a time to speak with him today!   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 to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   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 suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
98:14 05/04/2022