Building the Premier Accounting Firm

Let's start this discussion with the sign so many of us see everywhere we go, "Now Hiring". It's affecting our clients and impacting our own ability to grow the business but there are options. Among the things discussed in this episode, Melanie and Roger will address the idea of outsourcing and using remote workers to grow the business. Listen and consider the topics covered and see what this may mean for you now or in the near future as you run your business. This applies to you and your clients so get ready to learn about Business Process Outsourcing, BPO, and how they can help. They'll discuss the help you can have to grow and save money. Have you considered working with a Virtual Assistant? From Bookkeeping, staff accounting, recording transactions, hiring a CPA and so much more. You may have thoughts that include mitigating risk and staffing issues or working with remote individuals, once something discouraged or frowned upon, but is now encouraged and welcome. Offshore accounting is not new, but it has become the new normal. Now is the time to embrace technology, while still working securely and safely. It's all about leveraging processes and systems to build the business. This is a timely discussion you don't want to miss. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Melanie Macatangay Meet Melanie Macatangay, CEO & Founder of 365BOOKSPRO. Melanie has 10+ years of experience helping small to medium size businesses with their accounting and bookkeeping. She holds a Bachelor of Science in Business Administration with a concentration in accounting, Certified Professional Bookkeeper and QuickBooks Specialist from Universal Accounting. She is a Filipino American and is devoted to providing the best quality financial services to SMBs and SMEs and enjoys helping businesses succeed along the way! 365Bookspro was established in 2015 and is an accounting & bookkeeping business processing outsourcing (BPO) company that helps Accounting, Bookkeeping and CPA Firms from small to medium-sized businesses unlock a superior financial strategy to achieve their financial prosperity! Our experience collaborating with companies in a variety of commercial industries, such as like general contractors, real estate agents, automotive, sales, consulting, construction, and more, has given us a solid reputation with business owners in our community. Their offices are in National Harbor Maryland and in East Asia, Manila Philippines. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As a listener of this podcast consider taking advantage of this great offer to get your first-month service free. Offer ends May 1st,2022. https://www.365bookspro.com/accountingbpo/ List of suggested software mentioned in the show 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 "in the BLACK, nine principles to make your business profitable" – e-book Learn how to use processes and technology to leverage your online marketing efforts to grow your business. This is a webinar you don't want to miss, register now and see how you can use a proven system to build your business with the clients you deserve. Universal CRM 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

This is a conversation with a friend and successful business owner, in fact the master networker or as some may say, "match maker". Listen as Dan and Roger discuss the principles of effective marketing. You'll here topics such as don't "Rush Rush", "wherever you are, be there" and so much more You're going to hear how you can best master group networking dynamics to make the best use of your time when attending and participating in group functions such as conferences, chamber meetings, and many others. A type that you don't want to miss is that "It's all in the follow-up". Learn what that really means and see how you can apply it in your marketing and sales efforts to grow your business. Just know this, the "fortunes are in the follow-up"! Take some notes and get ready for the challenge to reaching out to your past contacts. Now sit back and enjoy 😊 Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dan Rawls 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: "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 the idea of creating or using forecasts or budgets to manage a business is not heard of but financial modeling takes it all to another level. Using Dynamic Models we can more confidently plan for the future and help our clients make more informed business decisions. Listen as Roger and Ian discuss the best practices as well as the common mistakes to avoid. This is a fun and informative conversation that will help you prepare to answer the "What If" questions the client may have. Modeling future ventures or new businesses is a powerful tool to avoid many mistakes in business. Building upon assumptions can help plan for a better tomorrow. Modeling is not accounting but accounting professionals are well-positioned to excel and offer this service to their clients. Get ready to take some notes and perhaps this is a new service to add to your revenue stream in the business to get you paid what you are worth. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ian Schnoor, CFM, CFA Ian is one of the founders of the Financial Modeling Institute in 2017. He oversees the organization including its strategic direction. Ian is also founder of The Marquee Group , a leading provider of financial modeling training, consulting and accreditation. Over the last 20 years, Ian has taught thousands of business professionals and university students around the world. Ian is passionate about teaching and brings a hands-on, interactive approach to every course. Ian teaches at Queen's University in Canada and is a recipient of the "Instructor of the Year" award in the Master of Finance program at the Smith School of Business. Previously, Ian spent a number of years in the Investment Banking departments at Citigroup and BMO Capital Markets. Ian completed his Bachelor of Commerce Honours degree with academic distinction from the University of Manitoba and has also attained the Chartered Financial Analyst (CFA) designation. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Visit the Financial Modeling Institute and become accredited in financial modeling with the Advanced Financial Modeler accreditation. Enter SAVE10 at checkout to save 10%. Webinars Best Practices Top 10 Reasons Balance Sheets Don't Balance 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: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – the how-to-guide e-book for accounting professionals to become for their clients a Profit & Growth Expert. Next, you also need to request your Business Score. Learn the 8 Drivers that determine the value of a business and how they apply to your company. This is a great assessment of what is going well and what needs your attention. 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

Alright, you've heard about the 30 or 60-second commercial but would you like to hear from the Pitch Queen how to do them right and with passion and energy. Of course, you do. Now is the time to "represent" and bring the spice to the things you say that describes you, your services as well as what you bring to benefit the client. It's time to learn the 6 types of pitches from the one and only Precious Williams. Listen to this fun and energetic conversation between Precious and Roger as they explore the language of business when it comes to effectively pitching (presenting) your services. Get out your pen and paper to write down the recipe for a successful pitch. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Precious Williams Precious L. Williams is a 13-time national elevator pitch champion. She has also been featured on "Shark Tank", CNN, WSJ, Forbes Magazine, Black Enterprise Magazine, Essence Magazine, the movie "LEAP". Her current clients include Microsoft, LinkedIn, Google, NBCUniversal, Federal Reserve Bank, Intuit QuickBooks, Harvard University, and more. Precious is a dynamic speaker, effective trainer and 3X 1 bestselling author. Every time you open your mouth, your prospects will be throwing money at you. Learn the simple steps to wow your customer with a perfect pitch with Precious L. Williams the #KillerPitch Master. Convert conversations into currency. Get the tools and tenacity to pitch with power, sell with storytelling and develop a masterful mindset for communication. It's time for you to learn how to #SlayAllCompetition Precious busts norms and shifts perspectives to help teams own their awesome and bring out their "wow" factor. Your leaders and teams will up their game — on their terms — to develop the cunning, clarity, and confidence that's been inside them all along. What's more, they'll get unstuck and discover a renewed and refreshed energy to own the mindset of the pitch in a way they never thought possible. If you're ready to go from milquetoast to memorable, attracting and captivating your prospects while closing the sale in an authentic way, it's time to #pitchforprofit And you can bet, you're going to have fun doing it! Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: FREE RESOURCE: Take advantage of this wonderful offer from Precious and receive her Perfect PITCH QUIZ: http://pitchingforprofit.com/ As well as your My Triple Threat PitchBook Bundle: https://learn.perfectpitchesbyprecious.com/triplethreat 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 "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! 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

Thank you listeners for helping us reach this milestone! Many more episodes to come.

What are some of the additional services that accounting professionals can offer to complement the compliance work we do? Listen as Roger and Jeff discuss how a 1031 Exchange is a perfect solution for many and one that accountants can help facilitate. This is one service that is a value add that we can charge accordingly. Learn what, when and how a 1031 Exchange is beneficial to some of our clients. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jeffrey Bangerter Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement. Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License. He empowers clients with knowledge to help make smart informed choices as they enter their Golden Years, making things easy to understand so it becomes clear the direction that should be taken. His goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care. His clients know his team is committed to provide the best solution for their individual situation utilizing our Social Security Planning and Retirement Planning software together to make sure they do not have a point in life where they run out of money. Jeffrey has been seen frequently on Sacramento's ABC and CBS affiliate TV Stations, providing timely financial information in an easy-to-understand format. Jeffrey has been a resident of Orangevale, CA for over 25 years. When not helping clients increase their confidence about their financial futures, he enjoys boating with his children and grandchildren, traveling, learning something new or spending time with his wife on their Harley. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a complementary copy of Jeff's book, "Are you tired of Tenants, Toilets & Trash"? Become a Profit & Growth Expert helping business owners with the most common challenge they face, cashflow management. Learn how to offer advisory or coaching services with confidence. Within this program we'll cover marketing, selling, pricing, onboarding as well as client retention. This is a must do for every accountant, CPA, EA, etc. offering such services. 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

When running a successful accounting business there are many tasks needing our attention. What process can be done to best organize and prioritize each task to know which needs attention to improve the business. Listen as Roger shares best practices and lessons learned after speaking with other successful owners of accounting businesses to understand what you can do to have the premier accounting firm in your area. Apply the principles of MAP in your business to run it more confidently and competently. Determine your priority to next develop your business. Get more clients Offer quality accounting services to increase the revenue per client Work efficiently and profitably retaining clients Your Host: Roger Knecht, president of Universal Accounting Center 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: "in the BLACK, nine principles to make your business profitable" – e-book 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

Our personal perspective on life, events and people affects us in profound ways. The attitude we bring to business impacts our interactions with potential clients, relationships with clients and employees. I'd like to share the presuppositions I learned early in my career that shaped my view of the world, those I interact with in it and the experiences I have. These presuppositions have helped me overcome many challenges in life, seeing them as stepping stones rather than stumbling blocks. I invite you to listen, write down and consider embracing these in your way to thinking to make the most of your relationships personally and professionally. These 15 statements are worth recording and referring to often Your Host: Roger Knecht, president of Universal Accounting Center Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. 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 a transparent look into the advisory / consultative business model that many would like to offer in addition to the quality accounting services currently given. Listen as Roger shares such things as the client experience, the services offered, best practices and so much more to help accounting professionals understand their role providing advisory services. Imagine applying this these principles in your business to generate a new revenue stream and retain clients longer. Learn which best practices also apply to your business that you can implement as you work ON your business. Your Host: Roger Knecht, president of Universal Accounting Center Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Universal Business Builder Helping Business Owners to: Engage & Manifest Understand Accounting Increase Revenue Improve Profits Build Value Offers: Get a FREE Business Score report to assess the 8 drivers apply to your business 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

For more than 20 years this same conversation has happened with accounting professionals again and again as they consider and then start their new business. Listen in as Roger covers the common questions and gives advice to help avoid the challenges many face. There is a Turnkey Process to start and build the premier accounting firm. Topics addressed include: Why Start How to Start What Services to Offer Define the Benefits Offered Meeting Your Income Needs Pricing Your Services Remember this: "Nothing Happens Until You Make A Sale" Get your pen and paper ready, it's about to get serious. Your Host: Roger Knecht, president of Universal Accounting Center Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get this FREE course, the Turnkey Business Plan for accounting professionals. Start Your Business Build Your Business Become An Accountrepreneur 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