Building the Premier Accounting Firm

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

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

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

As accounting professionals, we are fortunate to see the success of our clients. They individually see their wealth increase but what can we do to help them manage that success. Now that the business owner is profitable what should they be doing with those monies? Listen in as Manos and Roger discuss various options that we can introduce to help them legally limit their tax liabilities, plan for tomorrow, and invest in the business, themselves as well as their key employees. This is the side of business success we need to be more familiar with and be prepared to point them in the right direction. It's being able to offer additional services beyond accounting to the clients. Manos and Roger consider ways to go beyond accounting to meet the additional needs the clients have. It's about becoming your client's Trusted Strategic Advisor with holistic strategic services to legally minimize their tax liabilities. Some topics that came up in the conversation are: Key Man Insurance and how it relates to buy-sell agreements. Keyman, or key person, insuranceis designed to cover critical individuals within a business organization who make significant contributions to its revenue. Deferred Compensation Plans A deferred compensation plan withholds a portion of an employee's pay until a specified date, usually retirement. The lump-sum owed to an employee in this type of plan is paid out on that date. Examples of deferred compensation plans include pensions, 401(k) retirement plans, and employee stock options. They also discuss trusts, charity contributions, investments, donations, and more. It's all related to Tax Mitigation Strategies. One thing that Manos points out that you'll want to listen to is why we need to avoid running the business as a hobby. Roger will also bring up with Manos golf and how it applies to business. He shares how it is there he sees the personalities that come out which relate to how people then act in business. You'll want to hear this as well. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Manos Cito Manos G. Cito, is the founder, owner, and lead advisor, of BACK9 Advanced Tax Planning Solutions. Manos has over 25 years of diversified financial markets experience. Manos and BACK9 ATPS work with CPAs that are frustrated with their work/life balance, concerned about fee compression, and are worried about the future of their practice. Manos founded BACK9 Advanced Tax Planning Solutions after seeing so many tax professionals struggle to fight the grind of high-volume tax preparation and compliance services for their current clients. Through his affiliation with Elite Resources Team Virtual Family Office, Manos provides access to a national network of partners with industry-leading expertise to provide more proactive, advanced and holistic services/solutions to their clients. This allows the tax professional to increase and diversify revenues, increase revenue per client, reduce the reliance of volume tax preparation and improve work/life balance without prospecting for new clients. Manos graduated from Seton Hall University and began his career as an institutional securities and foreign currency trader. He later moved into sales, brokering, and senior management for several global financial services firms before transitioning into wealth management and financial planning in 2007. Manos is also active in giving back to the community. He is a supporter of the Make-A-Wish Foundation, Society for the prevention of teenage suicide, Seton Hall University, and the Meridian Health Care Affiliated Foundations. He is a past member of the Seton Hall's Alumni Association Board of Directors, Trading Room Advisory Board, President's Council on Athletics, and Pirate Blue Athletic Fund. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Manos mentioned this team of professionals is available to help complement the accounting services we offer. Find out more about how you can network with other financial experts to help your clients, being for them their trusted strategic advisors. Go to www.BACK9ATPS.com and get your Free Q&A session / initial discovery call. They also discussed Time Management; an essential element we dare say we all struggle with. See what you can do to apply time-proven strategies to manage your day and work more effectively. Time Management Tools: https://www.uacourses.com/courses/time-management-tools Roger also offered 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

"Nothing happens until you make a sale" or get a client. Regardless of how good we are at the services we offer, without paying clients it doesn't matter. Listen in to this great conversation that Nate and Roger have to address issues and strategies surrounding online marketing to get the leads you need and how to then nurture them to become paying clients. Tax Marketing sounds great but too often we fail to get it done. Regardless it is essential to grow the business. So, let's first accept that we all experience a lack follow-through They will also discuss client relations, for example, who are you when it comes to your clients and which are you working with as well to build your business? Let's define each: Mentor, Contractor, Advisor, Coach Today, marketing and selling are all about doing. They'll discuss SEO and SEM, considering the short-term and long-term play to build an online presence to attract potential clients and build the business. Pay attention to hear what are 5 to 10 things you can do to improve your online presence? (Keep skyscrapers in mind) Maybe this is a question you've asked yourself, is a blog necessary or important to this process? Also, hear what Nate has to say when you play the SEM game, such as are you focusing on your negative keywords? They'll discuss why Google Business Profile is a powerful resource that many don't leverage and use to build your online presence. Have you claimed your business profile? Think about it. Nate also makes a great point, all roads lead to your website, do you have a call to action there? Consider using surveys as a way to engage your visitors. And of course there is also email marketing, should you be doing it? You need to hear this 😊 In the end, also hear what Nate has to say about "Living in the NOW"! So much to take in. Listen and enjoy this next amazing episode. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Nate Hagerty Nate is a veteran of the tax and accounting industry for two decades — with a focus on digital marketing — Nate has established a reputation for straight-talk and results on behalf of members and agency clients and has become a widely followed and respected leadership and growth voice to the industry. Nate created TaxProMarketer in May of 2007 in response to demand for relationship-oriented marketing implementation among his coaching clients. Now, 15 years later, the entire TaxProMarketer agency serves clients in the tax & accounting world all across the United States and Canada. Our clients use our services to build relationships with their prospects & existing clients, as well as to grow the value of their practice (for-profits now, and exits later). Before TaxProMarketer, Nate was the Marketing Director of a regional firm in Virginia. This firm grew from a small $50K/year practice to one which took in over $4MM in fee-based revenue (growing in less than ten years), with offices in Virginia, West Virginia, and Tennessee. From 2003 until 2007, he also worked as a coach and consultant to the tax and accounting industry, helping thousands of other practitioners in the US, Canada, Australia, and the UK bring in more clients and lead their teams well. Having founded and sold his first business by the age of 30, Mr. Hagerty (a member of Mensa) is a 3-time "40 Under 40" honoree by CPA Practice Advisor (alas, he's now too dang old), has been published widely in industry publications and is the author & editor of two Amazon bestsellers (Breaking the Tax Code, Vols. 1 & 2). The TaxProMarketer Digital Dominance Method not only algorithmically optimizes the various online properties for YOUR practice, but integrates Nate's relationship-building expertise, his passion for effective and clear communication (informed by his English degree from the University of Virginia), and his gift for writing copy that sells. He has been married for 20+ years (he loves his wife even more now) and has seven children -- four of whom they adopted from Ethiopia and Uganda. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As was discussed, do you have your Google Business Listing, get it now: https://www.google.com/business/ Be sure to also take advantage of the free assessment and complimentary Lead flow Acceleration session: http://advisorpromarketer.com Roger also mentioned this informative webinar to help you further understand how to best leverage your online presence to get the clients you deserve. It covers topics ranging from marketing to selling using automation and technology with proven strategies and processes to CRM's. Listen now to the Lead Generation and Automation webinar. Discover how to get the accounting & tax clients you deserve by leveraging your online presence using proven automated processes. Also, if you'd like to give back in your community consider a program working with youth such as those shared in the podcast: https://younglife.org/ https://jausa.ja.org/ 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

Let's take a moment and discuss FEAR. We can define it but more importantly concur it with preparation. "If ye are prepared ye shall not fear." D&C 38:30 But how does this apply to an accounting business, you'll understand, just listen in as Roger and Shane discuss it and the 4 things every accountant should address when running the business. They will also cover things such as: Why "purpose" matters. What difference are we really making? Our Impact / Your Impact – the little bits and pieces that make a difference Next Roger and Shane discuss the power of adding value to the quality accounting services, offering CFO and advisory services. Bringing perspective to the discussion with the business owner. There is a process, a turnkey model to offer advisory services as an accounting professional. Pay attention and you'll also learn the two essential elements of effective coaching. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Shane Lukas Shane is a business coach, Tedx speaker and strategist. His business, AVN – Inspiring Accountants provides accountants in practice the skills, training and resources to build better firms and to better serve their business clients by providing powerful business growth solutions over and above producing accounts; enabling those accountants and their clients to improve their businesses and achieve a better life as a result. Shane has authored many international best-selling books for business owners and accountants and regularly delivers talks on leadership and business growth solutions his books include the two best-selling books for accountants: Putting Excellence Into (your)Practice: A Proven Roadmap To A Profitable, Sustainable and Value Driven Accountancy Business and What's Next For Accountants: How to make the biggest threat facing the profession your biggest opportunity. 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 this episode Shane offered two great additions to your library: Get your FREE copy of the following e-books Putting Excellence Into Your Practice What's Next For Accountants You'll also want to get this 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 Learn more about how you also can give back and make an impact through B1G1 See how Universal Accounting Center is having an impact. You'll also want to see how you can become a Profit & Growth Expert for your clients. Learn how to market, sell, price, offer and fulfill quality CFO advisory and coaching services. 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

It's time we talk about us individually, as business owners, entrepreneurs, but also the personal side that we also need to acknowledge as we run the business and work with others. Roger and Ted have an in-depth conversation that covers a variety of topics we all need to consider. For example, as business owners, an Accountrepreneur, are we coping well with the related stresses? What self-talk are we having on a daily basis? What is our relationship with our ego? Are we open to those around you that are ready to help? When interacting with our peers, our employees do we create an environment of belonging that is welcoming to those around us. How well do we hear what is being said, do we understand and practice Innate Listening? Are we being present throughout the day to notice opportunities? When we bring up Mental Health, is it taboo in our relationships either personal or professional? Have you considered how to balance compassion and expectations? Are we able to find the purpose and meaning in what we do? Are we willing and able to become vulnerable and why it is relevant when working with people? Employees, what happens when they are their own advocates and how do we perceive it? What does it take to delegate and are we ready? Do we really trust those we work with? There's a lot to discuss so sit back, enjoy and don't forget to take some notes. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Ted Paulsen Ted B Paulsen is a team leadership development and business packaging consultant who currently serves as CEO of Lecticon Learning and Development. Lecticon provides employee onboarding technology and professional development support as well as leadership and emotional wellbeing training and employee mental health support under the Blunovus Care brand. With his background as a corporate and securities attorney, beyond founding his own companies, one of which he took public, Ted has assisted business ventures raise hundreds of millions in capital. Having raised 5 children who have grown into a family of 20 with the addition of in-laws and grandchildren, Ted's family represents his greatest accomplishment. Ted is a "retired" athlete, having worked his shoulders and knees out of a real job. He now enjoys hiking, biking, and golfing. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As was mentioned in the show, consider working with a coach. They bring perspective the situation and help by asking the right questions to address the various things that need your attention while also holding you accountable for the things that are stated to be a priority. Learn more about the Advanced Coaching offered at Universal Accounting Center by calling 801-265-3777. There is no reason you can't be in business for yourself but not by yourself with Universal. 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

This is a conversation that everyone will be able to relate to. Roger and Melissa keep it professional but will also make this personal. We each have destructive stigmas that we deal with that hold us back, especially when it comes to money. In fact, everyone has a unique money story. As accounting professionals are we inspiring and empowering our clients to be financially successful? It's not enough that we provide, we also need to be willing to teach business owners, CEO's their numbers in business so they can create more profit in their business. Ask yourself this, what are the similarities that exist between therapy and coaching? They'll also discuss how we can and should go ALL IN with our company and work ON our business. Oh, and they'll also discuss money "mismanagement" and the hole that it can become. Just because we're accountants doesn't necessarily mean we are perfect, great, or even good with our own money management, or should it? Have you at times felt like you are living with the imposter syndrome as an accountant? Sit back and enjoy this next conversation. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Melissa Houston Melissa Houston is the founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she's a Financial Strategist for CEOs and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. Melissa's seen the bottom and climbed her way back up, she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it. Melissa's passion is helping business owners go from 6-figure to 7-figure businesses and achieve their personal financial dreams. When Melissa isn't helping entrepreneurs become better CEO's of their business, she can be found at the cottage with her husband Jamie, two teen children, and three dogs. 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 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 "in the BLACK, nine principles to make your business profitable" – e-book Profit First – the transformative process to apply in business to make profit deliberate and intention As was mentioned in the episode, we are and should become for our clients their strategic trusted advisor. We refer to this as becoming their Profit & Growth Expert following the processes outlined in the Universal Business Builder engagement. This is a great addition to your firm's offer, an additional revenue stream, and a client retention service. 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

Okay, this is a conversation that covers some good ground ranging from forecasts, planning, and analytics, to starting a business, technology and so much more. Yes, Roger and Martin are going to cover it all. For example, you'll learn the 3 big questions you need to consider when drafting a forecast: How big can this thing get? What does it take to do that? What are the levers to pull to make it happen? But that is just the start of it all. How does growth affect cash flow? What is the realistic pace growth can occur? We need to realize that accounting should involve more analytical work. We really should be more involved with our clients, and this is accomplished when using technology to find the time and freedom to do more for our clients. It's all about leveraging technology. With that said, find out how Jirva came into existence and the benefits you can experience using it and see beyond tomorrow, into the future for your clients. Think of it like this are you ready to jump out of the plane and move beyond accounting to advise your clients? Now is the time to become the Profit & Growth Expert for your clients. Hear what Martin also thinks of the future of accounting as it relates to AI (artificial intelligence) and technology. Enjoy the conversation and Stay Curious, Stay GRITTY Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Martin Zych Martin Zych is the co-founder and CEO of Jirav. He's career finance & accounting professional, specializing in high-growth tech companies. Previously, Martin was the Finance Director at Limeade and Zephyr Health and a Controller at Atlas Accelerator CFO firm. Over his career, Martin has set up dozens of finance functions and has helped raise over $200 million in funding. He founded Jirav to build the tool he wished he'd had available for him during his whole career as a finance leader at high-growth companies. Offers: This is a special and time-sensitive offer that you don't want to miss. The first 10 people who (1) sign up for a Jirav demo by emailing Martin's team at sales@jirav.com and (2) mention this podcast (Building the Premier Accounting Firm), will receive a free baby stuffed giraffe animal. You know you want this so don't miss this opportunity. 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 to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" – e-book In addition, you need to work ON your business and consider this Turnkey Business Plan for accounting professionals. This is the course designed to help you start your business with confidence, addressing the most common questions faced with operating the business: Marketing Sales Pricing And so much more It's FREE so register now and get ready to take some good notes. 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

This is a story of a personal and professional journey which come together nicely. Consider the thought that we are either working to live or living to work. Listen as Scott and Roger review choices made and how we are each finding our path, identifying our passion and purpose and then hopefully living in alignment with it! Trust us, it's a discussion you don't want to miss. Life is a journey and the choices we make take us on an adventure, but it is anyone's guess where it really may take us. Are you open to an adventure? So with that context, let's also discuss business. Scott is the founder of CPA Academy. How did it start, where is it going and what should we know as it related to the future of Continuing Professional Education, CPE? What should we know about formal online training and education? As you listen, consider the difference between training, certification – confidence, competence and how it applies to you as you offer quality accounting services. This is a conversation we are sure you'll enjoy. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Scott Zarret, CPA With more than 25 years of experience in the accounting profession, Scott Zarret, CPA, is widely recognized for developing innovative and highly successful marketing and sales strategies. Scott's platform (CPAacademy.org) has processed more than 5,000,000 registrations. An alumnus of the University of Maryland's Robert H. Smith School of Business, Scott began his career in the audit and tax department of what is now CohnReznick. Scott was named as one of the 2019 Top 100 Most Influential People in Accounting. On a personal note, he loves mountain biking. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Enjoy this free episode recently recorded and create your account with CPA Academy to have access to many other topics. MENTAL HEALTH INSIGHTS FOR ACCOUNTING PROFESSIONALS For Additional FREE Resources for accounting professionals check out this collection HERE! Money Management 101 - Payday Job Placement Assistance course Turnkey Business Plan for accounting professionals 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