4. Start a CFO & Advisory Business - Universal Accounting School Training Leaders in Accounting, Tax & Bookkeeping since 1979 Mon, 15 Dec 2025 16:28:14 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://universalaccountingschool.com/wp-content/uploads/2022/08/cropped-uac-logo_trasnparent2-1-32x32.png 4. Start a CFO & Advisory Business - Universal Accounting School 32 32 How to Build an Accounting Firm Without Much Prior Experience: Lessons from Kirsten Reeder’s Journey https://universalaccountingschool.com/how-to-build-an-accounting-firm-without-much-prior-experience-lessons-from-kirsten-reeders-journey/?utm_source=rss&utm_medium=rss&utm_campaign=how-to-build-an-accounting-firm-without-much-prior-experience-lessons-from-kirsten-reeders-journey Thu, 11 Dec 2025 17:10:00 +0000 https://universalaccountingschool.com/?p=28888 Building an accounting firm from scratch can feel intimidating—especially if you don’t have years of industry experience or a traditional career path. But as Roger Knecht, President of Universal Accounting Center, explored on his podcast with guest Kirsten Reeder, founder and CEO of Purple Sapphire Business Solutions, there’s a clear roadmap for new accountants and […]

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]]> Fractional CFO Playbook: How to Deliver Transparency and Fraud Protection https://universalaccountingschool.com/fractional-cfo-playbook-how-to-deliver-transparency-and-fraud-protection/?utm_source=rss&utm_medium=rss&utm_campaign=fractional-cfo-playbook-how-to-deliver-transparency-and-fraud-protection Tue, 16 Sep 2025 15:07:37 +0000 https://universalaccountingschool.com/?p=28496 The intersection of financial management and fraud prevention is an area where many small businessesface significant challenges. On a recent episode of the Building the Premier Accounting Firm podcast, host Roger Knecht spoke with Greg Kyte, a fractional CFO who specializes in helping independent physicians and other business owners protect their financial health. Their conversation […]

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]]> GrowCon25 Speaker Spotlight: Geni Whitehouse on Transforming Moving from Accountant to Advisory https://universalaccountingschool.com/growcon25-speaker-spotlight-geni-whitehouse-on-transforming-moving-from-accountant-to-advisory/?utm_source=rss&utm_medium=rss&utm_campaign=growcon25-speaker-spotlight-geni-whitehouse-on-transforming-moving-from-accountant-to-advisory Mon, 24 Mar 2025 17:01:00 +0000 https://universalaccountingschool.com/?p=27715 It’s 2025. Clients expect more from their accountant than just compliance services. What they’re looking for, said Geni Whitehouse, founder of The Impactful Advisor and communication coaching company Even a Nerd Can Be Heard, is insights, strategy and real business impact. “For too long, we’ve been buried in compliance work, reacting to the past instead […]

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]]> What You Need to Know Before You Start an Advisory Business – CPA Practice Advisor Survey https://universalaccountingschool.com/what-you-need-to-know-before-you-start-an-advisory-business-cpa-practice-advisor-survey/?utm_source=rss&utm_medium=rss&utm_campaign=what-you-need-to-know-before-you-start-an-advisory-business-cpa-practice-advisor-survey Fri, 17 Jan 2025 17:31:07 +0000 https://universalaccountingschool.com/?p=27234 Isaac M. O’Bannon’s article in CPA Practice Advisor sheds light on the transformative potential of advisory services for accounting firms, offering insights into how firms can balance compliance and advisory work while carving out niches. He dives in to one of the most important question that firm owners must address if they start an advisory […]

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]]> Lessons from GrowCon – Sean Duncan Lays Out the Path to Advisory https://universalaccountingschool.com/lessons-from-growcon-sean-duncan-lays-out-the-path-to-advisory/?utm_source=rss&utm_medium=rss&utm_campaign=lessons-from-growcon-sean-duncan-lays-out-the-path-to-advisory Tue, 17 Dec 2024 22:28:00 +0000 https://universalaccountingschool.com/?p=27160 When Sean Duncan, CEO of SMD Consulting & Accounting, was growing up, he was dead set on finding a career where his work, in his words, “mattered.” He was dead set on becoming an FBI agent. As he went through the qualification process, Duncan suffered a devastating ankle injury during a training exercise. It threw […]

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