Show notes
On this week's episode of Building the Premier Accounting Firm, Roger Knecht delves into the entrepreneurial journey of Sharon Francisco, who transitioned from a corporate role to founding a thriving bookkeeping business with her sister-in-law. Discover how Sharon's experiences and insights have shaped her path and led to the creation of the "entrepreneurial bookkeeper" program, designed to empower others to achieve similar success. Main Themes: Entrepreneurial Transition: Sharon shares her story of leaving the corporate ladder to start a bookkeeping business of her own, highlighting the value of shared experiences during significant life changes. Overcoming Challenges: From becoming a single mother to tackling imposter syndrome, Sharon emphasizes the importance of open discussions about common issues faced by women in business. Professional Empowerment: The episode stresses breaking free from perceptions of subservience in professional roles and the significance of establishing clear client relationships and an abundance mindset. Strategic Business Development: Learn Sharon's insights on how dating strategies can inform business development, focusing on targeted efforts and strategic alliances for success. Marketing & Client Relationships: Intentional marketing and investing in quality client relationships are key themes, along with promoting profitability through resources like the book "Red to Black." Skills for Growth: Leadership, marketing, and sales skills are highlighted as crucial for growth in the accounting field. Work-Life Balance: Sharon addresses the importance of maintaining a healthy work-life balance, particularly for Australian bookkeepers, to prevent burnout. Resilience & Empowerment: Sharon's story is a testament to resilience and self-empowerment, offering valuable lessons and resources such as the ebook "Your Strategic Accountant" and participation in networking events like GrowCon. Conclusion: Tune in to be inspired by Sharon Francisco's journey of resilience and empowerment, and learn practical strategies for achieving success in the bookkeeping and accounting industry. To follow in Sharon's footsteps and start a firm of your own, call 435-344-2060 to meet with Universal Accounting's team of expert business coaches. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn more about and connect with Sharon here: https://sharonfrancisco.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 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