Join us as we revist this conversation from 2022 where Roger interviews Laura Shepherd, accounting professional & owner of My Top Bookkeeper, a platform that offers full-charge bookkeeping services.

Roger and Laura discuss accounting and bookkeeping as she shares her 8-step accounting process that can be used to market and sell accounting services, and the benefits that accountants and bookkeepers can experience while using this process & much more.

Perhaps it is time we consider ways to simplify accounting for our clients to help more of them use the information we are providing to more intelligently run their businesses.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Laura Shepherd Laura Shepherd is the owner My Top Bookkeeper.  My Top Bookkeepers provide full-charge bookkeeping services by using the Accounting Cycle and GAAP guidelines to produce, explain and substantiate our results. That's a fancy way of saying that when it comes time to put your financials in front of your CPA, lender, investor, IRS, etc, you can have confidence in the results because we know they are right.

Sponsors:

Universal Accounting Center

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

 

Offers:

Take a moment and do a self -assessment of your accounting knowledge, technical skills and business experience.  This is quick and easy but also informative: https://forms.gle/AQdGLFY4LBUADvdr8

Benchmarking a business’ financial performance to it’s industry standards can be very helpful to find areas of improvement within a company.  See what you can do as an accountant to leverage this powerful tool as you work with your clients.  BizBench may be the solution you need to take your client relationship to the next level.  See how accounting professionals are using this report with their clients today: https://bizbench.com/#

 

Become a profit & growth expert

The Profit & Growth Expert (PGE) designation is unique within the accounting profession as it demonstrates proficient skills necessary to offer quality accounting services coupled with with CFO and Advisory work.  See what you can do to increase your average revenue per client while improving your client relationships and retention as a Profit & Growth Expert.

Get a FREE copy of these books that 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 to have the premier accounting business 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 suggestion you may have.  We look forward to your input: Podcast Feedback

 

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