Episodes

  • Fractional CFO Secrets: Scale Your Accounting Firm w/ Sarah Webb

    Fractional CFO Secrets: Scale Your Accounting Firm w/ Sarah Webb
    Mar 12 2025
    In this episode of “Building the Premier Accounting Firm,” host Roger Knech interviews Sarah Webb, founder of Web CFO, about transitioning from corporate finance to launching a successful virtual CFO and accounting business. Sarah shares insights on marketing strategies, fractional CFO services, and building a client-centric firm. Learn how her diverse experience and marketing savvy propelled her accounting business. Key Takeaways: Embrace relationship building over aggressive sales tactics for sustainable growth. Define fractional CFO services as a blend of accurate accounting and forward-looking financial insights. Focus on KPIs such as accounts receivable, cash flow, and gross profit to drive client success. Encourage business owners to delegate effectively and take time off to build self-sustaining businesses. Implement fraud prevention measures, including receipt verification and accounting email management. Featured Quotes: Sarah Webb: “I don’t want to say I’m always selling, I’m always relationship building. And just because you tell me no now doesn’t mean it’s no forever.” Roger Knech: “Accounting is the language of business and the company is communicating via these numbers to the business owner what is going well, what needs attention, what needs to be fixed.” Sarah Webb: “I am grateful for the flexibility of this profession that allows me to kind of do all different things.” Thank you for joining us for this episode of Building the Premier Accounting Firm. Learn more about how you can add CFO services to your firm’s offerings by calling our team at 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: Enroll for free in this course for Personal & Family Financials Then get your free copies of “Your Strategic Accountant” and “Your Profit & Growth Expert”. 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 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. Register to attend GrowCon and 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 ...
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    53 mins
  • This Week on BPAF : Sarah Webb

    This Week on BPAF : Sarah Webb
    Mar 10 2025

    Join us this Friday for a new episode where Roger discusses leaving your current role and going out on your own with Sarah Webb
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    1 min
  • Rewind : We Need To Be More Bold As Accounting Professionals w/ Larry Weinstein

    Rewind : We Need To Be More Bold As Accounting Professionals w/ Larry Weinstein
    Mar 8 2025

    Join us as we revisit this conversation from 2020!

    What is it that we can do, that we can declare that will make our services more compelling and meaningful to business owners?

    Larry is passionate about the work he does for his clients and it is contagious. Listen and He shares with Roger why he feels we need to be more aggressive in our marketing. He also challenges us to also become authors to share our story and message. Are you ready for that next step in your business and have a new powerful marketing asset?

    Your Host: Roger Knecht, president of Universal Accounting Center

    Our Guest: Larry Weinstein, CPA

    Larry M. Weinstein is a CPA (Texas) also known as the Tax Terminator® and the CPA for Lawyers®. He is the Managing Director of TaxTerminatorHQ.com and

    TheCPAforLawyers.com. Larry graduated from the University of Houston with a BBA in Accounting and began his career in the Houston office of Arthur Young, now known as Ernst & Young.

    In private practice since 1988, Larry concentrates in the area of IRS Tax Planning and Preparation, mostly for closely-held businesses and professional practices.

    Larry has worked with hundreds of individuals, business, and professional practice owners through the years, helping them to LEGALLY lower their taxes while staying compliant with the IRS rules and regulations.

    Larry is the developer of the Strategic Tax MinimizationTM Process.

    Larry lives in Houston with his wife and Teddy the Texas Tax Cocker Spaniel. When he is not spending time with his family, he enjoys riding his recumbent tricycle and bicycle, fishing from his kayak and photography.

    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:

    • “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

    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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    43 mins
  • Calling vs. Career: Are You Confusing the Two? w/ Scott Maderer

    Calling vs. Career: Are You Confusing the Two? w/ Scott Maderer
    Mar 7 2025
    In this episode of “Building the Premier Accounting Firm,” Roger Knecht interviews Scott Maderer on aligning personal purpose with business goals. Discover how to identify your calling, manage time and finances effectively, and build a fulfilling career in accounting. Gain actionable strategies for self-reflection and achieving authentic success. Scott and his wife Carrie started a ministry which evolved into Inspired Stewardship, a business focused on helping Christian men and couples live out their calling. Scott’s personal journey through financial struggles and rediscovering his faith informs his coaching approach, emphasizing self-reflection and aligning actions with core values. Key Takeaways from the episode: 🤔 Identify the difference between your calling and your assignments for a more purposeful life. 🗓️ Perform a time audit to understand where your energy is being spent and reclaim wasted time. ❤️‍🩹 Reflect on past experiences to identify patterns in what gives you energy versus what drains you. 🚫 Learn to say “no” to opportunities that don’t align with your core values and purpose. 🙏🏼 Integrate faith and personal values into your business for a more authentic approach. Thank you for joining us for another episode of Building the Premier Accounting Firm. If you have questions about starting your own journey to entrepreneurship with an accounting business of your own, 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: Scott has some free resources to take advantage of: https://inspiredstewardship.com/premieraccounting Visit: https://inspiredstewardship.com/premieraccountinghttps://inspiredstewardship.com/premieraccounting Gain the confidence to run your daily routine using Time Management and have a healthy relationship with money. 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 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. Register to attend GrowCon and 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....
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    47 mins
  • Exit Strategy Secrets: Build an Accounting Firm That Sells w/ Len Bruskiewitz

    Exit Strategy Secrets: Build an Accounting Firm That Sells w/ Len Bruskiewitz
    Mar 5 2025
    In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Len Bruskiewitz, a seasoned business coach and certified exit planning advisor with extensive experience in helping business owners navigate successful transitions. Drawing from his background in tech and business coaching, Len shares invaluable insights about the critical intersection of accounting and exit planning. They explore how accounting professionals can better serve their clients while preparing their own firms for future transitions. In This Episode: Understanding the fundamentals of exit planning The role of accounting in business transitions Maximizing business value through proper documentation Different exit strategies and their implications Building sustainable processes for long-term success Key Takeaways: Recognize the importance of exit planning and its impact on business value and legacy. Understand how EBITDA and add-backs influence business valuation, irrespective of tax strategies. Identify common reasons why business owners avoid exit planning, and how to overcome these hurdles. Implement strategies to build a sustainable business with documented processes and a strong client base to increase valuation. Explore various exit options: family succession, employee/management buyout, or third-party sale, and weigh their respective pros and cons. Final Thoughts: Len’s journey from technology to exit planning expertise underscores how accounting professionals must integrate exit planning into their client services, emphasizing its significance for business valuation and post-exit success. The discussion highlights the importance of creating self-sustaining businesses through proper documentation and systems. Thank you for joining us on this episode of Building the Premier Accounting Firm. Connect with our team at 435-344-2060 to learn more about how you can grow your accounting business today. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Use this FREE tool to get a quick estimation of your business value and an overview of the things that would increase that valuation. Go HERE: www.greaterheightscoaching.com to access the Business Valuation Calculator. Also, 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. Now is the time to also become for your clients a certified Profit & Growth Expert, PGE. Add to your accounting services the CFO & Advisory skills you need to help your clients plan for their exits. 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 ...
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    51 mins
  • This Week on BPAF : Len Bruskiewitz

    This Week on BPAF : Len Bruskiewitz
    Mar 3 2025

    Join us this Wednesday for a new episode where Roger discusses business exits with Len Bruskiewitz.
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    1 min
  • Rewind : The Formula to Price Accounting Services Confidently with Vanessa Ugatti

    Rewind : The Formula to Price Accounting Services Confidently with Vanessa Ugatti
    Mar 1 2025

    Join us as we revisit this conversation from 2020!

    Speak peer to peer with your potential clients to get paid what you are worth with a confidence.

    Listen as Vanessa and Roger discuss the specific things, we each can do to effectively build the company with clients that are paying us more. Why, because we offer quality accounting services and know how to properly determine its real value.

    Vanessa and Roger have a fun conversation that you’ll enjoy but also leave with some good notes so come prepared to listen with paper and pen handy.

    Your Host: Roger Knecht, president of Universal Accounting Center

    Our Guest: Vanessa Ugatti

    Vanessa Ugatti, author of Amazon Best-seller, ‘True Worth: How to Charge What You’re Worth and Get It’ helps people go from utterly clueless and powerless to expert and confident when charging their clients, although always ethically, by sharing her TRUE WORTH blueprint which cures this familiar problem.

    Described as: “A miracle worker” “magic” and “simply the best”, Vanessa loves to empower transformation in those who provide an excellent service yet undervalue themselves. At the core of her work is increasing self-worth which she says is at the heart of everything we do and drives behaviour.

    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

    Complimentary download from Vanessa of her Amazon Best Seller, True 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
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    49 mins
  • Remote Accounting Teams: Wendy Barlin’s Tips for Scaling Without the Headache

    Remote Accounting Teams: Wendy Barlin’s Tips for Scaling Without the Headache
    Feb 28 2025
    In this episode of Building the Premier Accounting Firm, business strategist Wendy Barland sits down with Roger Knecht and shares her journey from South Africa to building and selling a seven-figure accounting firm, offering insights on acquisitions, remote teams, and the importance of defining accounting services. Discover how to cultivate a thriving accounting business and create a fulfilling career. In This Episode: Wendy shares her journey from South Africa to building a successful accounting practice, discussing key strategies for firm acquisitions, remote team management, and service definition. She details her experience buying and integrating two firms, building a remote workforce, and ultimately selling her practice. Key Takeaways: Acquire strategically: Evaluate firms carefully and understand the value beyond just revenue. 💰 Embrace remote work: Build a responsible and respectful remote team by setting clear expectations and focusing on results. 🌍 Define services clearly: Differentiate between bookkeeping, accounting, and CFO services to manage client expectations effectively. 📊 Prioritize company culture: Create a positive work environment to attract and retain top talent. 🌟 Plan your exit: Prepare for the emotional and practical aspects of selling your business with a clear post-sale plan. 🗓️ Thank you for joining us for another episode of Building the Premier Accounting Firm. For more information on how you can follow in Wendy’s footsteps and start your own thriving accounting business, visit us at universalaccounting.com or 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: Reach out the Wendy, she’s happy to connect - Visit: www.wendybarlin.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 (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 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. Register to attend GrowCon and 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 ...
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    52 mins