Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses ethical outsourcing, tech stacks, and healthy mindset with Ben Day.

On this episode, Roger engages author, CEO and Founder of Charles Financial Strategies LLC, Sabine Charles, who also happens to be an exam success expert. They talk about how as accountants we can overcome that fear of exams so we can finally achieve the certifications that would set as apart from the competition. Sabine shares her story from majoring in French & Spanish to becoming an accountant and also her journey to becoming an entrepreneur. She talks about how she ended up creating her own study techniques after failing her exams time and time again. They go deep into the reasons why people fail their exams as well as the strategies we can use for studying and preparing for exams. As an entrepreneur herself, Sabine shares the lessons she's learned from starting her own business, how she's managed to achieve a work-life balance, and some of her time management techniques. She also shares her greatest achievements and advice to us as accounting professionals Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dr. Sabine Charles Sabine Charles is an entrepreneur, motivational speaker, board advisor, author, and exam-prep expert. Sabine has over 20 years of experience as an Executive Audit Director. She has proven leadership and results-driven success advising fortune 500 senior executives in Internal Audit Controls, Business Risk, Fraud Investigation and Operational Auditing. Her Big 4-background contributes to her expertise in building financial infrastructure, and refining audit systems that improve productivity, reduce cost, and stimulate growth. She has a broad range of knowledge in global operational and information technology audits, investigations, as well as accounting in financial services and higher education industries. Sabine is regarded as an extraordinary communicator, fluent in 5 languages with the ability to engage globally at all levels. Considered an industry expert and highly effective at coaching and motivating individuals to perform at their fullest potential, she is a highly sought-after guest speaker for conferences, workshops, business meetings, podcasts and lectures. Some of her previous places of employment include Deloitte, Citibank, and American Express. Sabine is CEO and Founder of Charles Financial Strategies LLC, which is a certified Minority-Owned and Woman-Owned business. The firm was founded in 2011 on the principles for developing and delivering high-quality assurance services, risk management assessments and corporate training programs. Through TAPA Institute (Transformational Audit Practitioner Apprenticeship) a division of Charles Financial Strategies LLC, Sabine teaches professionals how to learn to pass certification exams. Sabine is a published author. Her first book, Cracking the Code: Techniques for Certification Exam Success features clear and concise techniques to maximize productivity and optimize a professional's time when preparing for certification exams. Her newest book, The CPA Doctor and the Certification Superpowers is hot off the press and combines comic-image storytelling with audit concepts. Additionally, Sabine has a published article, Enhancing the Internal Audit Activity Through Emotional Intelligence - Association of College & University Auditors. 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 15 consultation which can be scheduled from her website tapainstitute.com Also check out her summits: https://www.tapainstitute.com/summits 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 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 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

Join us this Friday for a new episode where Roger discusses overcoming the fear of exam failure with Dr. Sabine Charles.

On this week's episode, Roger chats with sales tax professional Jason Parr on everything we need to know as accountants about this fabled margin killer. Jason starts by sharing his story of how he started out as an accountant, from dreaming of becoming an Engineer but instead working at an accounting firm and now running and becoming President & CEO of an accounting firm. Jason shares why he niched into sales tax and why it is important that as accountants for new and old businesses, understand sales tax in the new world of online sales. He also shares some nuggets of knowledge that accounting professionals should be aware of in regard to sales tax as well as how you can know if your client is compliant. Jason also drops some advice for accountants on how to help their clients who are facing this issue. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jason Parr "Parr" is where the buck stops at Peisner Johnson. And it's a good thing he's been with the firm for almost 25 years. It takes that kind of deep experience in all the services we perform to make sure we have the right people with the right clients to drive the results our clients deserve. Parr lives in Dallas, and he and his wife have 6 children and 12 grandchildren. He enjoys golf, racquetball, ultimate frisbee, and a new favorite that's popular at their St George, UT Office: Pickle Ball. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: What's Next Call – Sales Tax Q&A Your 'What's Next' call is absolutely free, and it's meant to be a consultative discovery call. We learn about you and your business operations, you learn about us, we answer questions you have, and provide you with important details related to nexus, taxability, and how to become compliant. It's not a sales call (though you might very well be interested in what we can do to offer you peace of mind). We're perfectly happy if you leave this call educated on the issues, but don't need our help. We want you to be confident on your next steps, with or without us. A free consultation where you talk to a sales tax practitioner and not a sales rep – that's a 'What's Next' call. Give us a try for some peace of mind. https://peisnerjohnson.com/whats-next/ 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 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 8012653777

Join us this Wednesday for a new episode where Roger discusses sales tax with Jason Parr.

So, you want to become a CFO or you're thinking adding CFO advisory services to your firm's list of services, but what exactly is a CFO and what do they do? This week Roger chats with Adam Lean, co-founder of TheCFOProject.org, who has also had experience building and selling companies, as they discuss about what a CFO is and what it means to be a CFO. Adam shares his story of how he got into accounting and then into business, building up his e-commerce business at the start of the internet age to where he was making a million dollars in sales. Adam says his accounting background and his knack of understanding numbers was key to the success of his businesses. This then led him to offering his services as an outsourced CFO for smaller businesses. He goes into detail as to what it actually means to be a CFO, why businesses need a CFO and why accountants and bookkeepers should consider becoming one. He also shares how you can get started becoming or offering CFO services and how you can convince your clients they need the service. Adam also shares details about his membership program. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Adam Lean Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners he realized his passion was teaching and providing tools to business owners to help them make more money and have peace of mind. Adam lives in Jacksonville, FL with his wife, Holly, and their Great Pyrenees dog, Cooper. TheCFOProject.org is a leader in training financial professionals on offering an outsourced CFO service. Through our exclusive membership program, we provide training, community and support to accountants, CPAs, bookkeepers and other financial professionals who have a heart for helping business owners improve their businesses. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Become a certified CFO with the Universal Business Builder Program and Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON 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 8012653777

Join us this Friday for a new episode where Roger discusses pricing the CFO's role in the business and becoming the outsourced CFO with Adam Lean.

Ever thought about getting into the accounting business? Where would you start? One solution could be buying an already established business to save yourself the trouble of starting up. This week Roger sits with Patrick Dichter, who is the new owner of Appletree Business Services bought in late 2021. Patrick shares his journey and experience buying an accounting firm, having come from a non-accounting background. He talks about the steps he took as he was buying the firm and also how he went about valuing Appletree before buying. Patrick also talks about how he was able to introduce CFO, advisor and coaching services, which was a game changer to his bottom line, bringing in tens of thousands more in profit. He also explains why Appletree bundles their bookkeeping and tax services as a way of offering more to it's clients. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Patrick Dichter Patrick has been helping small businesses grow for +10 years. He kept seeing the need for better bookkeeping and cash flow management. In late 2021 he purchased Appletree Business Services - a quality bookkeeping and tax firm focused on small business. He enjoys partnering with owners to hit their goals and get their lives back. Patrick holds an MBA from University of Denver and is a self-proclaimed 'business geek.' He lives in New England with my amazing wife, Brie, and our three young sons. I'm a true business geek with a fly fishing addiction. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As part of the discussion Roger and Patrick brought up the community and they briefly mentioned PASBA, the Professional Association of Small Business Accountants. Patrick is offering a free financial growth analysis - 1 hour to identify the 5 profit and growth metrics in your small business that aren't in your current bookkeeping and financial reports. Go HERE to schedule a time that is convenient for you. Also, 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 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 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

Join us this Wednesday for a new episode where Roger discusses steps you need to take when buying an accounting firm with Patrick Dichter.

Join us this Friday for a new episode where Roger discusses accounting firms being a number 1 target for scammers with Tyler Otto.