Skills Needed to Offer Advisory Services

The CFO Project

In this episode of "Escaping The Accountant's Trap," host Adam Lean welcomes Roger Knecht, CEO of Universal Accounting Center, to delve into the transformative journey from traditional accounting to becoming a strategic advisor. The discussion opens with a look back at the evolution of Universal Accounting Center, from its inception in 1979 as a local school to its current status as a leading online educational platform for accounting professionals. Knecht shares insights into the center's philosophy of blending book knowledge with practical experience, emphasizing the importance of nurturing a mindset of curiosity and care in the business world.
As the conversation unfolds, Knecht and Lean explore the critical skills accountants and bookkeepers need to transition into advisory roles, highlighting the significance of a nurturing mindset and a deep curiosity about business operations. They discuss the challenges and rewards of becoming a trusted advisor, capable of guiding business owners through personal and professional hurdles. The episode is a treasure trove of wisdom for accounting professionals eager to escape the traditional accountant's trap by offering value-added advisory services, fostering deeper client relationships, and ultimately, driving business growth through strategic insights and accountability.
Learn More About The CFO Project:
https://thecfoproject.com/
And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service
Visit Roger's website:
https://universalaccounting.com