Join us this Wednesday for a new episode where Roger discusses revolutionizing HR for the heart-centered workplace with Candice Elliott.  

This Week on BPAF : Candice Elliott

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.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Entrepreneurship

Join us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Christian Jones, the President of TaxProMarketer, a leading company specializing in digital marketing for accountants and tax practitioners. Together, they delve into a wide range of insightful topics that will revolutionize your firm's marketing strategies and help you achieve unprecedented success. Join Roger and Christian as they discuss Christian's inspiring journey towards becoming the President of TaxProMarketer. Discover the pivotal moments and challenges that shaped his path to leadership, and gain valuable insights into how you can overcome obstacles and take the helm of your own firm. One key aspect of any thriving organization is its company culture. Learn from Christian as he shares his vision for maintaining the success and fostering a supportive environment at TaxProMarketer. Discover the formula behind creating a positive workplace atmosphere that empowers your employees to thrive, ensuring both their satisfaction and the growth of your firm. In the ever-evolving digital landscape, search engine optimization (SEO) is a critical factor for accountants and tax professionals. Christian sheds light on why SEO matters and how it can propel your business forward. Uncover strategies and best practices that will enable you to enhance your online presence, boost visibility, and attract your ideal clients. Marketing and sales are fundamental pillars of any successful accounting firm. Explore with Roger and Christian the true meaning of marketing and sales, along with their various elements and phases. Gain expert advice on how to implement effective marketing campaigns and develop compelling sales strategies that drive growth and profitability for your practice. Looking for practical marketing tips and tricks? Christian shares valuable insights and tactics that you can implement right away to maximize your marketing efforts. From harnessing the power of organic Google searches to leveraging the potential of email marketing and newsletters, you'll discover the secrets to reaching your target audience and building strong client relationships. Deciding when to outsource certain aspects of your business can be challenging. Roger and Christian provide expert guidance on determining the right time to outsource and how it can benefit your firm. Gain a deeper understanding of the areas that can be effectively automated, freeing up your time and resources to focus on what truly matters: serving your clients. Are you ready to revolutionize your accounting firm's marketing and sales strategies? Tune in to this episode of "Building the Premier Accounting Firm" as Roger Knecht and Christian Jones uncover the secrets to automating your marketing and sales processes. Learn how technology can streamline your operations, increase efficiency, and ultimately lead to unprecedented growth and success. Don't miss out on this engaging and informative conversation with Christian Jones, President of TaxProMarketer, as he shares his invaluable expertise on digital marketing for accountants and tax practitioners.  Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Christian Jones Since 2007, TaxProMarketer has specialized exclusively in digital marketing for accountants and tax practitioners. Our reputation across the wide spectrum of specialties within our community is built upon how we prioritize timely, punchy, and FRESH content, nurturing authentic (and profitable) relationships with clients, technical excellence, and results — in the form of new prospects and retained clients for YOUR practice. Christian is TaxProMarketer’s CEO. He oversees TaxProMarketer’s website and SEO departments and helps develop tactics and strategies within each area. Developing and implementing strategies that deliver results for TaxProMarketer’s clients is one of Christian’s main areas of oversight. He also teaches a variety of topics in CPE webinar settings, at live events, and on other platforms where TaxProMarketer presents. The strategy Christian has developed around search marketing, and the implementation team who pull it off, is setting the standard within the tax and accounting industry.   Outside of the website and SEO departments, Christian’s role as president includes overseeing key projects for TaxProMarketer and engaging with TaxProMarketer’s wonderful clients. Sponsors: Universal Accounting Center   Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.     Offers: Go HERE for a Discovery Call - Let's help you and your firm THRIVE … by dominating your local online market without becoming a carnival barker. By the way, do you need to refresh your online presence with a new accounting website?  As a listener of this podcast we invite you to take advantage of this special offer to get a professional accounting website for FREE! Learn what you can do to automate your marketing and sales nurturing efforts, improve customer service and so much more as you work ON your business and leverage proven best practices in your accounting firm.  This is the Universal CRM that helps you focus on what it is that you do best as you grow the business.  This is a webinar you don’t want to miss.  Go HERE to learn more! Now that you have leads coming in it’s time to effectively nurture and sell the contacts you have to build the business with your ideal clients.  To do so confidently we invite you to learn and apply the principles of Strategic Selling and Selling with Confidence in your business.     For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input:  Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Rewind : Unleashing the Power of Digital Marketing: Insights from Christian Jones, President of TaxProMarketer

Welcome to another insightful episode of “Building the Premier Accounting Firm,” where we delve into the transformative journey of Jason Snyder, the pioneering mind behind Aspire Advisors and Summa Ecommerce Advisors. Today, Jason shares his unique approach to modernizing accounting practices by emphasizing business advisory services and embracing remote-first business models. Here’s what we covered: Main Themes:   Introduction to Jason Snyder: Discover the visionary entrepreneur who has redefined accounting services by prioritizing advisory roles and combating entrepreneurial poverty through the Profit First system.   Profit First System: Learn about Jason’s implementation of this revolutionary system to help businesses better manage their finances and ensure sustainable growth.   Building Remote-first Businesses: Insight into Jason’s strategy for creating successful, remote-first entities, focusing on the advantages and methods of managing international teams, particularly in the Philippines.   Hiring Practices and Team Building: Jason discusses his effective hiring strategies, from offering competitive salaries to conducting skill-based assessments, and the importance of direct relationships with employees to foster a positive work environment.   Importance of Financial Statements and Data: Uncover the critical role comprehensive financial statements play in understanding a business’s story through its numbers and how Jason coaches entrepreneurs to utilize this data effectively.   Leadership and Communication: Explore Jason’s views on the essential qualities of leadership, including curiosity and a genuine care for team members, and how technology like Loom videos can enhance client communication.   Client Empowerment through Financial Insight: Jason advocates for empowering clients with insightful financial reports, stressing the necessity for entrepreneurs to understand their financials deeply.   Personal Interests and Work-Life Balance: A glimpse into how personal interests, such as sports, are crucial for maintaining a healthy work-life balance and overall well-being.   Advice for Aspiring Accounting Firms: Jason shares valuable insights and strategies for accounting firms aiming to transition towards more advisory-focused practices and leverage international talent.   Key Takeaways:   Embrace remote work and international hiring to access a wider pool of expertise and foster a diverse, skilled team.   Prioritize business advisory services and financial coaching to add value beyond traditional accounting practices.   Implement systems like Profit First to guide businesses away from financial instability towards sustainable growth.   Leadership qualities, such as curiosity and genuine care for people, are indispensable in building successful, people-focused businesses.   Technology and clear communication are essential tools in enhancing client relationships and ensuring that financial data translates into actionable insights.   Thank you for tuning in to “Building the Premier Accounting Firm.” Don’t forget to subscribe for more episodes on transforming the accounting landscape through innovation and leadership.   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 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 can do to be in business for yourself but not by yourself with Universal Accounting Center.   It’s here you can become a:      Professional Bookkeeper, PB    Professional Tax Preparer, PTP   Profit & Growth Expert, PGE     Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.     The Accounting & Bookkeeping Tips Facebook Group   The Universal Accounting Fanpage   Topical Newsletters:    Universal Accounting Success   The Universal Newsletter      Lastly, get your  Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.     For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input:  Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Revolutionary Remote-first Strategies w/ Jason Snider

Join us this Wednesday for a new episode where Roger discusses team building and remote work with Jason Snider  

This Week on BPAF : Jason Snider

Join us as we revisit this conversation from 2023! Get ready for a must-listen episode of "Building the Premier Accounting Firm" with your host Roger Knecht, as he sits down with Jessica Fialkovich, business exit expert, small business advocate, entrepreneur and podcast host. Together, they explore everything you need to know about preparing your business for sale. Jessica shares her incredible journey and how she became an expert in business exit strategies. She also talks about the essential elements that give a firm value and how accounting can impact the value of a business. Jessica also dives into qualitative and quantitative factors that give a firm maximum value, the most common ways of valuing a business, and why owner absentee businesses are more valuable. But it doesn't stop there. Are you considering selling your business? Jessica opens up about the mental health challenges that owners face when selling their businesses and strategies for overcoming them. You'll also learn about the most effective strategies accountants can employ to make a business more likely to sell. Jessica also shares the top five mistakes that business owners make when selling their businesses and how you can avoid them. With her expert guidance, you'll be well-equipped to get the maximum value for your accounting firm. If you're a business owner or an accountant looking to take your practice to the next level, you won't want to miss this episode. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jessica Fialkovich Jessica Fialkovich - Business Exit Expert | Small Business Advocate |   Entrepreneur | Podcast Host Jessica helps hundreds of entrepreneurs buy and sell businesses each year through her business brokerage practice and Exit Factor, an innovative consulting company that provides online and offline programs to learn how to prepare a business for sale and increase business value. Jessica also is the co-host of The Deal Board Podcast, that shares inside stories in the small business mergers and acquisitions world. Sponsors: Universal Accounting Center ●   Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Go here to see a special offers that Jessica has for our listeners :) 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: ●   “in the BLACK, nine principles to make your business profitable” – e-book ●       “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input:  Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Rewind : The Business of Selling Your Business: Essential Strategies for Success w/ Jessica Fialkovich

In this insightful episode of Building the Premier Accounting Firm, host Roger Knetch welcomes John Nemo, a renowned LinkedIn expert, who shares his transformative journey from a corporate job to generating $135,000 in new business within just 90 days using LinkedIn. Nemo’s expertise offers invaluable guidance for accountants and entrepreneurs aiming to harness the power of LinkedIn for lead generation and client acquisition. Key Discussion Points:   LinkedIn Profile Optimization:   Transformation from Resume to Marketing Tool: Nemo emphasizes the importance of revamping LinkedIn profiles to focus on the value and benefits offered to target audiences rather than listing job histories.   Profile Elements: Practical tips on optimizing header images, professional headshots, and showcasing expertise and problem-solving abilities.   First Impressions: The critical role of clear, professional photos in making strong first impressions.     Effective LinkedIn Strategies:   Sales Navigator: Leveraging this tool for targeted searches to find the right prospects.   Personalized Connection Requests: The importance of customizing messages to engage meaningfully with potential clients.   One-on-One Interactions: Strategies for building rapport through personalized messages before discussing business opportunities.   Networking and Maintaining Connections: Utilizing professional groups and continuous engagement to build a robust network.     Positioning as a Problem Solver:   Human Connection: Nemo underscores the significance of connecting on a human level to attract and retain clients.   Showcasing Expertise: How to effectively communicate your ability to solve clients’ problems.     Marketing Strategies for Accountants:   Authenticity in Branding: The necessity of being genuine in business interactions and branding efforts.   Mindset for Success: Overcoming fear and doubt through visualization, positive self-talk, and resources like “Psycho-Cybernetics.”     Additional Resources and Events:   Universal Accounting: Resources available on universalaccounting.com for further learning and support.   GrowCon Event: Encouragement to attend this event for networking and gaining insights from other business owners.     Conclusion: This episode is a treasure trove of actionable advice for anyone looking to leverage LinkedIn for business growth. John Nemo’s insights emphasize the importance of personal engagement, authenticity, and a proactive mindset in achieving success in the digital age. Tune in to learn how to transform your LinkedIn presence into a powerful client-generating tool. 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 (audiobook or digital version) of John's Bestselling Book "LinkedIn Riches" online at www.nemomediagroup.com  Listen to John's Podcast "Nemo Radio" online at www.NemoRadio.com   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 can do to be in business for yourself but not by yourself with Universal Accounting Center.   It’s here you can become a:      Professional Bookkeeper, PB    Professional Tax Preparer, PTP   Profit & Growth Expert, PGE     Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.     The Accounting & Bookkeeping Tips Facebook Group   The Universal Accounting Fanpage   Topical Newsletters:    Universal Accounting Success   The Universal Newsletter      Lastly, get your  Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.     For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input:  Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

This Week on BPAF : Candice Elliott

Download our free app to listen on your phone