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  • 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
  • Sharon Francisco’s Journey to Entrepreneurial Empowerment

    Sharon Francisco’s Journey to Entrepreneurial Empowerment
    2025/01/29
    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 ...
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    45 分
  • This Week on BPAF : Sharon Francisco

    This Week on BPAF : Sharon Francisco
    2025/01/27

    Join us this Wednesday for a new episode where Roger discusses pwomen empowerment with Sharon Francisco
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    1 分
  • Rewind : A Recovering Accountant with Jeff Borschowa

    Rewind : A Recovering Accountant with Jeff Borschowa
    2025/01/25
    Join us as we revisit this conversation from 2020! There is a lot more we can do as accounting professional to help business owners. The fundamental challenge we face is feeling like we need to be the smartest person in the room with all the answers, instead we need to be the one with all the questions. How often do we ask, “it depends” to dive deeper into the situation and understand the situation better? For example, beyond the opportunity we need to also understand the risks. Consider bringing to the conversations with our clients a unique perspective as their trusted strategic advisor. Also, listen in as Jeff and Roger discuss the value of master mind groups. The power of group think. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Jeff Borschowa Jeff Borschowa is a business coach, author, educator, and curator of all things related to business efficiency and technology. Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises. Jeff has experience working with all sizes of businesses, from sole proprietorship to international organizations. The focus in Jeff’s career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in businesses. Jeff’s journey has been unique in that he has met some very innovative mentors in his career. Jeff has been very fortunate to be in a position to learn from them, compare their ideas, and to truly choose the best of the best. Jeff would like nothing more than to free business owners from the stress created by high volume commodity work, allowing them the freedom to pursue work that is rewarding personally and professionally. Jeff’s overall goal is to reduce the hours worked by business owners and increase overall profitability. In Jeff’s experience, almost every business owner can tell you how much their gross revenue is, but very few know what their actual costs are. Jeff challenges you to learn more about your business so that you can bid on the right kinds of projects and earn what you are worth – your education should be your most valued possession. 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 each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountants library to provide the value clients look for 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 A free Master Class with Jeff. We teach three key things: Why It Is Easier To 10X Than Double Your Business - The first key to massive growth is to understand why it’s easier to 10x than double your sales. And we will define “X” in the process. B. Our Ten Revenue Generating Super Strategies - You will learn how to permanently eliminate inconsistent cash flow, and create a new six or even seven figure revenue streams on the spot with one of these ten strategies C. How To Free Up At Least Ten Hours A Week In Your Business - The third hour we share a simple, but powerful five step process to free up at least ten hours each week for you, the leader. You will love the time it opens up (so you can implement the Super Strategies!!). 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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    47 分
  • Navigating Growth, Mergers, and Private Equity in Accounting w/ Gary Shamis

    Navigating Growth, Mergers, and Private Equity in Accounting w/ Gary Shamis
    2025/01/22
    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....
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    1 時間 2 分
  • This Week on BPAF : Gary Shamis

    This Week on BPAF : Gary Shamis
    2025/01/20

    Join us this Wednesday for a new episode where Roger discusses navigating growth, mergers, and private equity with Gary Shamis
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    1 分