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Building the Premier Accounting Firm

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 マネジメント・リーダーシップ リーダーシップ 経済学
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  • This Week on BPAF : Chris Miller

    This Week on BPAF : Chris Miller
    2025/09/08

    Join us this Wednesday for a new episode where Roger discusses pricing accounting services effectively with Mark Wickersham.
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    1 分
  • Rewind : From Accountant & CPA to Entrepreneur w/ Fred Hunzeker

    Rewind : From Accountant & CPA to Entrepreneur w/ Fred Hunzeker
    2025/09/06
    Join us as we revisit this conversation from 2021! After a career in accounting, as a controller and CFO, the time came to work with and help small business. It began simply helping friends and family with their taxes, but the time came to make the leap and do this seriously, treating the hobby and favor as a business. Even when offering quality services there are challenges. Listen as Fred shares insights and suggestions to progress in your business to achieve your goals. Fred’s real-world advice, his candor is appreciated as we each work with our clients to help them succeed. It is okay to learn as you go when building your business. Do not get caught up thinking you can’t succeed and move forward with an abundance mindset. Care about the people, your clients, and the business will come. Roger and Fred speak openly about client relations and what we each hope to do with them as their trusted advisors. What is it we can do to help clients understand they are more than a number to us? Basically we need to be genuinely interested in their company and their wellbeing, Let us consider ways to be more down to earth with our clients. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Fred Hunzeker, CPA Fred Hunzeker received his BS in Accounting and his MBA both from The University of Utah. He passed the CPA exams in 2013. Fred has 23 years of accounting experience with 16 years in industry accounting and 4 years in public accounting. For the past 3 years he has been growing his private accounting. Fred has had experience in Controller and CFO rolls as well as consulting. He lives in Grantsville Utah with his wife and six children. Company Bio: Fred has been doing taxes for over twelve years. In the past three years he has been in private practice full-time. He provides personal and business tax services, as well as bookkeeping, consulting, cash flow management, budgeting and profitability services. He also educates his clients how to obtain the right kind of financing to meet their growth needs. His goal is to make a difference for each of my clients by helping them to understand their tax situation or by helping them to understand their numbers while growing their business. 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: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Consider offering Benchmarking Services. As a trusted Strategic Advisor accounting professionals have the opportunity to offer comparative financial reports that go beyond traditional trend analysis using the clients’ data. With BizBench you can also compare the client financials using their NAICS code to show industry and competitor analysis and rankings. See what you can do to use this amazing tool in your business to get more clients, offer an additional service to get paid more as well as retain them longer thus increasing their Lifetime Value to you. Learn about Benchmarking with BizBench for your clients For Additional FREE Resources for accounting professionals check out this collection HERE! 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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    44 分
  • Secrets for Small Businesses and Accountants: A Live Chat with Rick Haskell

    Secrets for Small Businesses and Accountants: A Live Chat with Rick Haskell
    2025/09/03
    In this episode of Building the Premier Accounting Firm, Roger Knecht sits down for a live discussion with Rick Haskell about his journey as an entrepreneur, academic, and finance expert. They explore the mindset needed for success in business and valuable lessons for accounting professionals. Rick shares insights from his experience with Goldman Sachs 10,000 Small Businesses program and offers advice for small business owners. Key Takeaways: Understand the crucial role of financial literacy for business owners. Recognize the importance of management training programs in developing leadership skills. Identify key characteristics of successful entrepreneurs, including passion and vision. Learn how to make a successful exit from a business and plan for what’s next.Embrace technology and innovation to elevate the accounting profession from bean counters to consultants. Featured Quotes: “I don’t want them to become the accountant for their business…I want them to go out and make rain.” - Rick Haskell“Those that understand their numbers…and those who are controlled by other people who understand their numbers.” - Rick Haskell“No success can compensate for failure in the home.” - Roger Knecht Behind the Story: Rick Haskell’s career path is anything but ordinary. From his early days in a film studio to leading financial wellness initiatives and ultimately becoming a business school dean, his diverse experiences provide invaluable insights into leadership, entrepreneurship, and the importance of lifelong learning. This episode explores the lessons he’s learned along the way, offering actionable advice for anyone looking to build a successful and fulfilling career. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and ...
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    1 時間 16 分
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