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Building the Premier Accounting Firm

by Roger Knecht

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.

Copyright: 2020 Universal Accounting Center

Episodes

From Accounting Professional to Business Coach & Advisor with John Warrillow

44m · Published 15 Apr 06:03

Perhaps you’ve done the accounting for years and see areas within the business that the client could improve but don’t know how to properly advise them.  Maybe you’ve heard you need to offer more value-added services beyond the accounting you offer, but how?

John shares his experience owning and selling businesses and the lessons learn to help us understand the 8 things that determine the value of a business and how, as accounting professionals, we can confidently and competently offer high value services and get paid what we are worth as certified Value Builder providers. (VB)

It’s time to proactively engage with our accounting clients and help them build their businesses and effectively increase what they are worth.

 

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest:

John Warrillow has been helping business advisors understand and market to the Small-Medium Business (SMB) segment for more than two decades.  As the founder of The Value Builder System™, his mission has been to level the playing field for business owners as they approach their exit – while helping business advisors start more strategic, meaningful conversations with them.

John’s best-selling book, Built to Sell: Creating a Business That Can Thrive Without You, was recognized by both Fortune and Inc. Magazine as one of the best business books of 2011 and has been translated into four languages. In 2015, John wrote another best-selling book: The Automatic Customer: Creating A Subscription Business In Any Industry.

John has keynoted Fortune Magazine’s Growth Summit, Entrepreneur’s Organization New York City and Toronto Chapters, and the Inc. 5000 conference. John is also the host of Built to Sell Radio, ranked by Forbes Magazine as one of the world’s 10 best podcasts for business owners. He has been recognized by B2B Marketing as one of the top 10 business-to-business marketers in the United States.

Prior to founding The Value Builder System™, John started and exited four companies, including a quantitative market research business that was acquired by The Corporate Executive Board (NYSE: CEB) in 2008.

 

Sponsors:

Universal Accounting Center

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

 

The Value Builder System™

  • Value Builder is a statistically proven methodology that helps increase the value of businesses. Advisors leverage the system to help business owners prepare for an eventual exit and ensure they experience a lucrative exit. Business owners complete a Value Builder Questionnaire with the support of business advisors who champion the system as Certified Value Builders™ across the globe. After analyzing over 50,000 businesses, the average Value Builder Score is 59 out of a possible 100. Owners are statistically proven to improve company value through the system and receive offers of 7.1 times pre-tax profit on average.

 

Offers:

As the owner of an accounting business it’s time you pause and consider the same questions we ask our clients when was the last time your worked ON your business?  Take a moment and this is your opportunity to assess your company while also seeing what you in turn could offer your clients as a their accountant, their business coach, their certified Value Builder provider:

  • Get your Free Business Score and see how your business ranks in the 8 drivers that determine the value of your business (15 minute questionnaire)
  • Which are you, why are you in business, is it to make a difference and become Famous or Rich? Get a FREE copy of this short book to answer the question and help you better relate to each of your clients.
  • Would you like to know if you are ready mentally, personally to sell your business, possibly retire or just move on to your next chapter in life? This is PreScore, the quick assessment and report to help business owners understand life after selling the business.  Get your free report and see what you learn about this phase of life.

 

Remember this, Business 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

A Revolutionary Approach to Learning the Accounting Model with Mark Robilliard

48m · Published 15 Apr 06:02

Either as a degreed accountant or business owner we each would benefit stopping for a moment to consider the big picture of business as it appears in the accounting model.

Listen as Mark shares his storying of stumbling into the accounting profession, graduating and working as an accountant yet still struggling to understand the big picture and then BAAM, it changed.

Color Accounting is a unique yet simple way to learn and explain the accounting experience.  For accounting professionals it’s a refreshing perspective on something they do daily.  More importantly, for the non-accountant it’s a fun interactive experience to understand the applications of transactions within business.

Hear how Color Accounting came about and how it applies to you and the relationship you have with your business clients.  Let Color Accounting help you communicate the accounting information to your clients in a way they can then use the reports you provide it to make more informed business decisions.

 

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Mark Robilliard, FCA

Mark Robilliard is Director of Education & Operations and Co-founder of Color Accounting International, an education and publishing firm headquartered in Washington DC.

He’s an Aussie who lives in the US and travels widely, leading seminars in financial statement and business acumen skills, for lawyers, bankers and businesspeople. Some of his teaching for senior execs is done in secret.

Quick facts:

  • Fellow of Chartered Accountants Australia New Zealand.
  • Adjunct faculty at American University in Washington DC.
  • Was National Training Manager for KPMG Australia.
  • Managed the Human Resources Department for the largest insurer in Australia.
  • Taught at a variety of secondary, tertiary and post-grad institutions in the US and Australia.
  • Co-authored a number of books:
    • Accounting Comes Alive: The Color Accounting Parable
    • Color Accounting: The New Graphical System That Makes Learning Accounting Easy And Quick.
    • Third book due out soon.

 

He believes in working towards a financially conscious world.

Color Accounting International

 

What they do: Finance and business acumen workshops for non-financial people using a breakthrough graphical system.

The Mission: People are empowered to make wise decisions, collaborate effectively and amplify value – a financially conscious world.

 

Sponsors:

Universal Accounting Center

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

 

Color Accounting International is a publishing company, a licensing company and education provider.  They've developed and distribute the Color Accounting® learning system. They work with a network of accredited Partners and different languages around the world.

They are a social enterprise, with a dual social-impact and commercial motive.  They advocate accounting as a fundamental form of literacy, like Reading, Writing and Arithmetic. Accounting literacy has the power to improve lives, corporations, not-for-profit organizations and governments.

The Color Accounting Network includes:

  • Sales Partners, who provide educational workshops for their corporate clients
  • Corporate Educators, who are accredited by us to facilitate events run for corporate clients
  • Academic Educators, who teach accounting in educational environments such as schools and universities.

 

Offers:

Enroll today in Color Accounting, take the course for yourself and then introduce your clients to it.  See how this can improve your working relationship, client communication and then generate referral for you.

 

Get the books mentioned in this episode:

“Color Accounting” and “Color Comes Alive”

 

Become for your clients their profit and growth expert.  Read “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds.”  This is a how-to-guide for accounting professionals to help you confidently address the challenge that most business face, cash flow.  This is a must read!  Get your FREE copy of the e-book now!

 

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

Life Has Its Surprises – Going from Single Mother to Successful CPA with Brittany Brown

59m · Published 15 Apr 06:01
There’s a phrase, when life gives you lemons make lemonade and Brittany did just that.  Listen as she shares her story and in time excels in the accounting profession to the point of starting and building a successful accounting business.  As you hear her story pay attention to the enthusiasm and positive tone in her voice.  Brittany makes things happen and you need to pay attention.  Go from surviving to thriving.

Oh, and we have some fun along the way.  It is a small world 😊

 

Your Host: Roger Knecht, president of Universal Accounting Center

 

Our Guest: Brittany Brown, CPA -  Founder and CEO of LedgerGurus

 

Brittany is a CPA and QuickBooks Pro Advisor certified in QuickBooks Online Advanced.  She is the driving force behind her firm’s rapid growth and innovation, growing from 2 to over 40 employees in 4 years and establishing LedgerGurus as an industry leader in the ecommerce space.  Her entire work force is home based, operating entirely within the cloud, built on QuickBooks Online ecosystem.

 

LedgerGurus, a company providing outsourced accounting services to other companies and specializing in the ecommerce space. 

 

Sponsors:

Universal Accounting Center

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

 

Offers:

 Get the confidence and competence to find and retain your ideal clients as a Profit & Growth Expert helping clients with the most common challenge that small business owners face, cash flow.  Become a Profit & Growth Expert, PGE now!

 

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

Becoming a Profit & Growth Expert with Allen Bostrom, CPA

42m · Published 15 Apr 06:00

Taking an active interest in the client’s business, their business model, helps you see beyond the numbers.  As you become interested in the owner, their business and understand their goals you’ll better be able to advise and help them make more informed business decisions.  As such you will be their Profit & Growth Expert.

Are you just a librarian or historian for your clients?  See what you can do to become passionate again about the work you are doing and get paid what you are worth.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Allen Bostrom, CPA

As a young man, Allen Bostrom was mentored by his father Alf L. V. Bostrom in small business. When he asked Alf what was the best path toward being successful in business, Alf explained it began with hard work, and encouraged Allen to get a degree in Accounting. Since then, Allen has often claimed that that was great advice.

During college Mr. Bostrom worked in an accounting firm, and learned the daily practices for accounting (which College ignored). Upon graduation, he worked at Exxon Company USA, one of the largest corporations in the world.

For a dozen years Allen worked in various departments in various roles, usually focusing on budgeting, forecasting, and profit performance.

In the late 80's Allen Bostrom began yearning for the vitality of small business, so on his own time he began consulting with small business owners, aiding them in improving their business profits. Recognizing his entrepreneurial DNA, he soon left Exxon and began working exclusively with small business clients.

In 1992, Allen Bostrom was recruited by Universal Accounting Center as the President/CEO (founded in 1979) enabling him to expand his interest in helping accountants become better business consultants, and a stronger support for their employers and small business clients. Since that time, he has trained tens of thousands of accountants, bookkeepers, and tax preparers in practice and client management techniques and strategies.

In 2014, Allen turned over the day-to-day operations to Roger Knecht, naming him as the President, but retaining the CEO duties.

In recent years, Universal has become the leader in accounting training, coaching, and professional marketing.

 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 Allen’s books:

  • “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” – e-book

 

Remember this, if it’s about accounting it 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

Introduction to Building the Premier Accounting Firm

2m · Published 31 Mar 19:27

Welcome to Building the Premier Accounting Firm! a new podcast 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.

Subscribe now for new episodes and updates coming soon!

Building the Premier Accounting Firm has 375 episodes in total of non- explicit content. Total playtime is 211:26:31. The language of the podcast is English. This podcast has been added on August 20th 2022. It might contain more episodes than the ones shown here. It was last updated on May 28th, 2024 23:41.

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