Building the Premier Accounting Firm

By: Roger Knecht
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  • Summary

  • 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
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Economics Leadership
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Episodes
  • Rewind : From One to Many, the M&A Approach to Growing an Accounting Business with Alan Long

    Rewind : From One to Many, the M&A Approach to Growing an Accounting Business with Alan Long
    Nov 23 2024

    Join us as we revisit this conversation from 2020!

    At first Alan planned to become a Veterinarian but that quickly changed, and life took him on another path to become a very successful owner of a large accounting firm. After struggling his first year in business he has now built a multi-office firm through various mergers and acquisitions.

    Listen to Alan and Roger discuss the 4 non-negotiables to move forward with a possible new partner. Hear what Alan says is the biggest challenge and also the important lesson he learned in his youth that still applies today.

    Alan is a down to earth person that helps us remember that accounting is fun. Whether it be a good bed side manner or a confessional with a client he points out that this always will be a people business.

    Your Host: Roger Knecht, president of Universal Accounting Center

    Our Guest: Alan Long, CPA, CITP, CGMA & Baldwin CPAs, PLLC, Managing Member

    Alan Long is Baldwin CPAs Managing Member with over 40 years of experience in the firm.

    Alan has extensive experience in auditing and has served on multiple boards for various organizations and associations related to peer review and auditing standards. He currently serves as a member of the American Institute of Certified Public Accountants (AICPA) Auditing Standards Board.

    He’s an AICPA instructor, and serves on numerous boards within the accounting profession and the community. When he is not involved in giving back to the industry or community, Alan enjoys spending time fishing and hunting in the great outdoors.

    Sponsors:

    Universal Accounting Center

    • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

    Offers:

    Get your FREE copy of the e-book “in the BLACK, nine principles to make your business profitable” to work ON your business. Apply these principles and then take them to your clients as their trusted advisor. Get you copy HERE Now!

    Remember this, if it’s about accounting its 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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    51 mins
  • Empowering Women Entrepreneurs: Jamie Van Cuyk’s Guide to Mastering Hiring and Leadership

    Empowering Women Entrepreneurs: Jamie Van Cuyk’s Guide to Mastering Hiring and Leadership
    Nov 20 2024
    This insightful episode of Building the Premier Accounting Firm delves into the journey and expertise of Jamie Van Cuyk, a hiring consultant dedicated to empowering women small business owners. With a robust background in leadership, Jamie transitioned from corporate operations to consulting, focusing on refining her hiring and leadership skills. The discussion centers around her mission to improve hiring processes, ensuring alignment with team dynamics and management styles, which she also explores on her podcast, “Growing Your Team.” Key Highlights: Jamie’s Background: With over 15 years of experience in leadership, Jamie shares her transition from corporate operations to becoming a consultant. Her focus is on aiding small business owners in overcoming hiring challenges that lead to ineffective teams. Passion for Consulting: Roger and Jamie explore her shift from managing accounts and participating in mass hiring to discovering a passion for consulting, particularly in refining hiring practices for small businesses. Challenges for Women Entrepreneurs: The episode highlights societal pressures faced by women entrepreneurs, including the need for flexibility due to family commitments and biases related to age and gender. Overcoming Self-Perception Issues: Advice is given on overcoming self-doubt and improving client positioning, emphasizing the importance of self-awareness and attracting clients who value expertise. Roger offers advice for dealing with Imposter syndrome, encouraging confidence based on skill. Structured Hiring Process: A detailed interview process is outlined, beginning with defining an ideal candidate profile and crafting effective job postings. Emphasis is placed on focusing on skills over passion during interviews, especially for small businesses. Interview Stages and Personality Assessments: The recommended process includes two interview stages and the use of personality assessments to ensure a comprehensive understanding of candidates. Challenges in the Accounting Profession: Specific hiring challenges in accounting are discussed, highlighting the need for careful screening due to limited training resources in smaller companies. Join us as we explore Jamie Van Cuyk’s insights and strategies for successful hiring, leadership, and overcoming the unique challenges faced by women entrepreneurs. For more information on how you can start or grow your business, including certification training for bookkeeping and tax preparation, call 435-344-2060 to connect with Universal Accounting Center’s team of expert mentors and coaches. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Check out her on-demand free webinar series: How to Find Employees Who Are Worth Their Paycheck Link: https://growingyourteam.com/worththeirpaycheck 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 ...
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    49 mins
  • This Week on BPAF : Jamie Van Cuyk

    This Week on BPAF : Jamie Van Cuyk
    Nov 18 2024

    Join us this Wednesday for a new episode where Roger discusses recruiting and hiring with Jamie Van Cuyk
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    1 min

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