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
  • Rewind : Cost Segregation, a Unique Specialized Service for Accounting Firms with Robby Romero

    Rewind : Cost Segregation, a Unique Specialized Service for Accounting Firms with Robby Romero
    Nov 16 2024

    Join us as we revisit this conversation from 2020!

    In an effort to find ways to stand out within the accounting profession it’s important to consider specialty services. Offering such services positions you as an expert and brings clients directly to you.

    Consider Cost Segregation and what that may mean to the businesses in your area. This is a service that can benefit more than you may think. Listen and Roger explore this and open your mind to the possibilities.

    Your Host: Roger Knecht, president of Universal Accounting Center

    Our Guest: Robby Romero, MBA

    Recent MBA graduate from Westminster College, Robby has over 15 years of sales and management experience. He currently runs sales for Cost Segregation Consultants, LLC. Where he markets to CPAs so they can refer engineering-based, tax savings tool to companies that have acquired, renovated, constructed, or expanded real estate to reduce current income tax liabilities by accelerating depreciation deductions for qualifying components, thus taking advantage of the time value of money.

    Sponsors:

    Universal Accounting Center

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

    Cost Segregation Consultants is a branch of a CPA firm that employs an in-house cost estimator and CPAs, providing the necessary foundation for quality studies that pass IRS audit. Out of 4,000 studies, only eight have been audited with zero changes.

    Offers:

    Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountants library to provide the value clients look for 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

    Visit our Robby’s website to learn more about cost segregation and be sure to call for a free CPE/lunch for a quote.

    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
    Show more Show less
    35 mins
  • Revitalize Your Business Passion: Tanya Fox’s Five-Step Blueprint for Success

    Revitalize Your Business Passion: Tanya Fox’s Five-Step Blueprint for Success
    Nov 13 2024
    Join Roger Knecht, president of Universal Accounting Center, as he delves into the world of successful accounting firms with Tanya Fox, an accountant since 1998 and author of “How to Collaborate" on this exciting episode of Building the Premier Accounting Firm. This episode explores Tanya’s five-step framework for reigniting entrepreneurial passion and enhancing profitability through effective collaboration. Main Themes: Tanya’s Entrepreneurial Journey: Inspired by a love for cash registers, Tanya transitioned from working for the Canadian government to launching her own firm.Her entrepreneurial spirit is mirrored in her daughter’s ambition to run a salon, highlighting a shared desire to escape corporate constraints. Collaboration as a Business Tool: Tanya’s book emphasizes collaboration as a means of business growth, drawing from her own experiences of bartering due to cash flow challenges.She transitioned from solo work to fostering partnerships, stressing the importance of genuine engagement over immediate sales tactics. A preview of her Five-Step Framework for Business Revitalization: Step Back and Analyze: Use financial reports to identify issues.Define Your True Goals: Clarify personal success, balancing work-life and financial needs.Assess Feasibility: Evaluate if current business models require a pivot. Writing and Publishing Insights: Tanya shares the challenges of writing her book, aimed at low-income entrepreneurs, and overcoming publisher rejections.Introduces “anger journaling” to identify team role mismatches, boosting morale and productivity. Creating a Positive Work Environment: Address team issues through humor and recognition, using a recognition board to strengthen collaboration.Tough decisions, like letting go of non-fitting members, are vital for team health. Evolving Definition of Success: Tanya reflects on valuing time with family and helping others celebrate their achievements, advocating for resources that support unconventional thinking. Tune in to discover how Tanya’s framework can help breathe new life into your business and foster meaningful collaborations. For more information on how you can start your accounting firm like Tanya did, call 435-344-2060. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: People can grab copies of my book “How to Collaborate”: https://www.foxtalksbusiness.com/book 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 ...
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    52 mins
  • This Week on BPAF : Tanya Fox

    This Week on BPAF : Tanya Fox
    Nov 11 2024

    Join us this Wednesday for a new episode where Roger discusses collaboration with Tanya Fox
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    1 min
  • Rewind : There’s a Personal Side to the Accounting Services We Offer w/ Martin Bissett

    Rewind : There’s a Personal Side to the Accounting Services We Offer w/ Martin Bissett
    Nov 9 2024
    Join us as we revisit this conversation from 2020! Martin’s story is a perfect illustration of accounting gone wrong watching his parents struggle with the family business. On this personal note Martin is on a mission to empower accounting professionals to engage with their clients and make a difference. Listen as Roger and Martin discuss both the “why’s” and “how’s” and see how it applies to you and what you do for your clients. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Martin Bissett Martin Bissett is the founder of the Bissett Group family of brands serving the accounting profession. Martin made his name by helping accounting firms via his Build the Pipeline™ and Longevity Ladder™ methodologies. Now the most published author on his topics, a teacher and global keynoter; in 2018 International Accounting Bulletin (IAB) designated Martin as their official ‘Knowledge Partner’ in recognition of how his work over the last 22 years in the accounting profession has evolved into advising partner boards of accounting firms. Martin Bissett is the founder of the Upward Spiral Partnership (USP), the international consulting firm that specializes in enabling the accounting profession to win higher end clients, create leaders from their ranks and save lives ... more on that last part later. His professional purpose is to alert the accounting profession to the profound outcomes that their advisory expertise can create in the lives of their clients. The Upward Spiral Partnership is the 4th business Martin has played a key role in building and the first of his own. In the first 5 years of USP, Martin has: The Upward Spiral Partnership Founder of Been engaged/retained by 4 of the World's Top 10 Accounting associations and 6 of the Top 10 in the UK. Authored 9 books including Passport to Partnership, content from which has been adopted into the curriculum of AAT Level 3 courses and taught in selected UK colleges and USCPA Societies. Been retained by Accountingweb as a judge of their prestigious practice excellence awards for three years in a row. Been highlighted as ‘one to watch’ in Accounting Today’s Top 100 Most Influential count down for 2 years running. Spoken on 4 continents. Created several trademarked items of intellectual property including the ACCOUNTS™ system and ‘Martin’s Relationship Pricing™’ Model. Written for several professional publications including AccountingToday, AccountingWeb, CPA Practice Advisor and Chartered One. Sat on many international expert panels and guested on professional podcasts in the US, UK, and Australia. Sits on a parliamentary steering committee tasked with bringing advisory services to the foreign the accounting profession. 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 each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountants library to provide the value clients look for 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 Addviser+ is the central gathering spot online where accounting professionals find courses, resources, community and support for truly embracing client advisory services. We focus on growing your practice and making a far-reaching difference in the process. If you’d like a free 1-2-1 with Martin go here to schedule a time. 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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    51 mins
  • Marketing with Charisma w/ Gaynor Meilke

    Marketing with Charisma w/ Gaynor Meilke
    Nov 6 2024
    In this enlightening episode of Building the Premier Accounting Firm Roger Knecht interviews Gaynor Meilke, a seasoned business strategist and certified transformational coach. As the owner of Charisma Ink, Meilke shares her journey from corporate marketing to becoming a vital resource for growth in the tax and accounting sectors. Key Themes: Journey to Success: Gaynor Meilke discusses her professional path, highlighting her B2B marketing experience and her mission to support accounting and tax professionals in business growth. Mindset and Operational Challenges: Meilke underscores the internal pressures entrepreneurs face in the accounting industry, which can affect mental health. She emphasizes the importance of addressing these challenges through professional help and open discussions to dismantle the stigma surrounding mental health. Humanity in Business: The conversation advocates for respectful communication and strategic planning to foster a healthy work environment, enhancing both efficiency and profitability. Operational Efficiency: Documenting operational procedures is crucial for efficient delegation and improved client service, contributing to overall business success. Effective Marketing Strategies: The episode explores lead generation through structured sales funnels, highlighting the importance of identifying ideal client profiles and understanding client lifetime value. Thought Leadership and Influence: Meilke discusses ghostwriting and the true essence of influence in accounting, focusing on the genuine desire to help others and outlining eight elements for effective influence. Mentorship and Networking: Accountants are encouraged to view themselves as business advisors and to explore partnerships and networking opportunities, such as GrowCon, to expand their service offerings. Gratitude and Community Benefit: The conversation promotes maintaining a healthy mindset, expressing gratitude, and leveraging expertise for the greater good. Listeners are invited to explore the podcast further for insights on building premier accounting firms and are encouraged to participate in events like GrowCon for networking and educational opportunities. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Free resources and a strategy call for firms - https://charismaink.com/accounting-firms Marketing and Strategy Call 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 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. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you...
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    52 mins