• Building the Premier Accounting Firm

  • 著者： Roger Knecht
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Building the Premier Accounting Firm

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

A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Client On-boarding, Client Relations & Retention, etc. This podcast will help you become an Accountrepreneur, to work ON your business with advice from the experts.
2020 Universal Accounting Center
リーダーシップ 経済学
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エピソード
  • From Cubicles to Virtual: Gina Cotner’s Guide to Making the Most of Delegation

    From Cubicles to Virtual: Gina Cotner’s Guide to Making the Most of Delegation
    2025/02/05
    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, ...
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    44 分
  • This Week on BPAF : Gina Cotner

    This Week on BPAF : Gina Cotner
    2025/02/03

    Join us this Wednesday for a new episode where Roger discusses how to be a great partner with your executive assistant with Gina Cotner
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    1 分
  • Rewind : Understand What Your Dream Accounting Firm Can Do for You with Tyler S. Clark

    Rewind : Understand What Your Dream Accounting Firm Can Do for You with Tyler S. Clark
    2025/02/01

    Join us as we revisit this conversation from 2020!

    As you work to start and build your successful accounting business there is a turnkey process you can follow. Listen as Roger and Tyler discuss the ways you can systematize, you’re your processes to insure your success and happiness.

    Tyler has a passion to share the tips and tricks to market and effectively sell your accounting services. It doesn’t just happen, so you need to be deliberate in the process because “nothing happens until you make a sale”.

    Enjoy this conversation and be ready to take some good notes.

    Your Host: Roger Knecht, president of Universal Accounting Center

    Your Guest: Tyler S. Clark

    Tyler S. Clark is the founder of Dream Firms. Prior to launching Dream Firms, Tyler built and successfully sold his own accounting firm adding six figures of new growth to it two years in a row from a complete startup. He is well versed in a variety of sales and marketing strategies both online and offline for accounting firms and has worked with accountants all over the United States for over a decade.


    Company Biography: https://www.dreamfirms.com/freetraining

    Dream Firms is the digital marketing & sales coaching solution for entrepreneurial accountants. They have one mission: Helping entrepreneurial accountants to achieve financial freedom in 10 years or less through the systematic growth of their accounting firms by attracting and winning the business of their dream clients.

    Sponsors:

    Universal Accounting Center

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

    Offers:

    See what you can do to work on your business when you apply the 9 principles to make your business profitable with “in the BLACK”: https://www.universalaccounting.net/freedom-itb-e-book

    Invitation to check out free training on the 5 shifts our clients made to systematically add six figures of new growth to their accounting firms with high-quality clients. https://www.dreamfirms.com/freetraining

    Understand the various Pricing Strategies you can use as an accounting professional to get paid what you are worth. https://www.universalaccounting.net/billing-sign-up

    Enroll in this free course, the Turnkey Business Plan for accounting professionals to see what you can do to work on your business, find success, and get paid what you are worth: https://www.universalaccounting.net/turnkey-process-video-courserl5fka9m

    Remember this, Accounting Success IS Universal.

    Listen to our next episode and be sure to subscribe.

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

    or call us at 801-265-3777
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    55 分
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