Shows
Building the Premier Accounting Firm5 Must-Have CFO Services for Accounting Clients w/ Lera KooperJoin Roger Knecht on “Building the Premier Accounting Firm” as he interviews Lera Kooper, owner of a CPA business advisory firm, about her journey of acquiring and growing accounting firms, and her strategies for offering high-value CFO and advisory services. Discover how Lera transitioned from a tax-driven model to a balanced approach, emphasizing monthly recurring revenue and strategic client relationships. Learn practical insights into firm valuation, service pricing, and team management for accounting professionals. Key Takeaways: Acquire Strategically: Focus on firms with high-growth potential and leverage technology to integrate them efficiently. Shift to Advisory: Transition from...2025-07-0941 minBuilding the Premier Accounting FirmThis Week on BPAF : Lera KooperJoin us this Wednesday for a new episode where Roger discusses transitioning from a compliance driven to strategic driven firm with Lera Kooper.2025-07-0700 min
Quantum Growth for Financial AdvisorsThe Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera KooperIn this week’s episode of Quantum Growth for Financial Advisors, Jon welcomes Lera Kooper, Partner at Accountability Services, for an insightful conversation about the evolving role of CPAs in today’s advisory landscape. Lera shares her journey of transforming traditional, compliance-focused accounting into a proactive, year-round advisory service aimed at reducing stress for business owners and maximizing long-term value. She and
The post The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper appeared first on Kuttin Consulting Group.2025-03-2142 min
ACCELERATORStress-Proof Leadership: Self-Discipline & ResilienceLera Kooper discusses the challenges of balancing stress and anxiety with the responsibilities of leadership. She shares her personal experiences and strategies for managing emotional well-being while maintaining productivity. Key themes include the importance of self-discipline in self-care, practical strategies for managing stress, and the necessity of consistency and resilience in leadership roles. Chapters 00:00Navigating Stress and Anxiety as a Leader 02:59The Importance of Self-Discipline in Self-Care 05:44Practical Strategies for Managing Stress 08:53Consistency and Resilience in Leadership Watch with video on youtube: https://yo...2025-02-2811 min
ACCELERATORThe Scorecard: From Analysis Paralysis to ActionIn this episode Lera emphasizes the dangers of coasting in business, the need for clear goals, and the value of tools like SWOT analysis and KPIs. Lera introduces a Business Health Scorecard to help owners assess their performance and identify areas for growth, encouraging a proactive approach to business management. Link to Free Business Health Scorecard: https://www.accountabilityservices.com/business-scorecard/ Link to YouTube with Full Video: https://youtu.be/rmaeLBsiuK0 2025-02-2023 min
ACCELERATORWhat's Next? A Year in Review and 2025 TeasersIn this episode, host Lera Kooper reflects on the past year of the podcast, discussing the various topics covered and insights gained from industry experts. She shares her journey of merging firms, the challenges and successes faced, and personal growth experiences. Looking ahead to 2025, Lera emphasizes the importance of strategic planning and execution for business owners and outlines what's next in the coming season. takeaways Mindset and strategic thinking are crucial for entrepreneurs. Profits are more important than just top-line revenue. Self-assessment is key to understanding business health. Merging firms can lead to unexpected p...2025-01-0330 min
ACCELERATORStepping Back to Predict the Future with Bill FlynnGuest Bill Flynn, a CEO, serial entrepreneur, bestselling author, and business coach, shares his journey and insights on business success. He emphasizes the importance of having a clear vision and strategy, hiring the right people, and focusing on innovation and problem-solving. Bill also highlights the difference between surviving and thriving in business and the need to avoid common pitfalls. He encourages business owners to step back from day-to-day operations and focus on predicting the future and creating a scalable business. Additionally, he emphasizes the value of understanding customer needs and aligning the entire team around a shared vision. In...2024-11-2742 min
ACCELERATORScaling Green: with 'Moss Boss' Lindsay Scher BurgessSummary In this episode, Lera Kooper interviews Lindsay Scherr Burgess, the owner of Green Wallscapes, also known as the Moss Boss. Lindsay shares her journey of starting the business, the challenges of scaling, and the importance of teamwork and process in delivering custom moss wall designs. The conversation also touches on market adaptations, client collaboration, and valuable advice for aspiring business owners. Lindsay emphasizes the significance of persistence and the excitement of future opportunities in her niche industry. Chapters 00:00Introduction to the Moss Boss 03:10The Journey of Green Wallscapes 05:58Scaling Challenges...2024-10-1434 min
ACCELERATORGone Phishing with Cyberhoot Founder Craig TaylorCraig Taylor, co-founder of Cyber Hoot, shares his journey in cybersecurity and the importance of cyber literacy. He emphasizes that cybersecurity is not just an IT problem but a business owner's responsibility. Craig discusses the need for training and testing to create a strong human firewall within organizations. He also highlights the significance of risk assessments and the importance of freezing credit to protect against identity theft. Craig provides valuable advice for individuals and businesses to enhance their cybersecurity practices. Chapters 00:00Introduction and Craig Taylor's Background 02:19The Maturation of the Cybersecurity Industry 2024-09-1735 min
ACCELERATOR5 Frustrations Business Owners Face & How to Overcome Them with Matt HansenHost Lera Kooper interviews Matt Hansen, an EOS implementer, about the five most common frustrations that business owners face. The frustrations discussed include feeling like the business runs you instead of the other way around, not having enough cash flow, struggling with people management, lacking clarity and focus, and feeling like you're stuck and unable to grow. Matt provides practical strategies to address these frustrations and provides insights on how to overcome them. 2024-09-0246 min
ACCELERATORBeyond the Numbers: Succession Planning With HeartHost Lera Kooper interviews Laurie Nichols, a trusted guide and confidant to business owners seeking a successful ownership transition, discusses the importance of tapping into what matters most to business owners when planning for an exit. She emphasizes the need to consider factors beyond financial rewards, such as legacy and building a great business with great people. Nichols highlights the emotional aspect of the transition process and the importance of preparing both business owners and potential successors or buyers for the journey. She also discusses the surprises and challenges that can arise during the exit process, including the need...2024-08-1943 min
ACCELERATORResilience: Lessons from Forbes 200 CPA Ernie VillanyLera Kooper interviews Ernie Villany, her business partner at Accountability Services and 2024 Forbes Top 200 CPA. They discuss the challenges and rewards of being an entrepreneur, the importance of understanding what motivates people, and the power of having a plan and a prescriptive mindset. Ernie shares personal stories of resilience and growth, including navigating the COVID-19 pandemic and overcoming the loss of key team members. They emphasize the need for business owners, regardless of size, to have a plan and be proactive in their approach to achieve success.2024-07-2928 min
Practice Success PodcastLera Kooper on Strategic, Modern AccountingIn this episode of the Practice Success Podcast, Lera Kooper, co-owner of Accountability Services, discusses transitioning from traditional to strategic accounting, emphasizing proactive planning, advisory services, and innovative business strategies. She shares her journey and insights on building a successful firm focused on long-term client goals.2024-07-2419 min
ACCELERATORMoney Isn't The Answer.. Profits Are. with Steve Gelley CEO of Blueprint Ventures Host Lera Kooper sits down with Steve Gelley, CEO of Blueprint Ventures, to uncover the secrets behind his successful exits from two major ventures. Steve shares game-changing insights on why pivoting is essential for business growth, the power of workflow automation, and the surprising importance of transparency in building a winning team culture. He also dives into the often-misunderstood world of venture capital, revealing key strategies for navigating investor relationships and maximizing your business's potential. Tune in to learn how Steve transformed challenges into opportunities, the critical metrics every business owner should track, and the vital steps...2024-07-1527 min
ACCELERATORNiche Down and Scale Up with Alex RatynskiAlex Ratynski from Searchable is interviewed on the power of niching down, the challenges of identifying a niche, and the benefits of serving a specific audience. They also explore strategies for finding a viable niche and the potential risks of niching down. The conversation emphasizes the importance of understanding your target demographic and leveraging that knowledge in your marketing and sales efforts. Takeaways Niching down in your business can provide more power and leverage in the marketplace, especially from a marketing perspective. Having a niche allows you to build a strong brand and become an industry...2024-07-0830 min
ACCELERATORFrom Operator to Visionary: Unlocking Growth Potential with Lera Kooper In this episode, host Lera Kooper discusses the value of working on your business and provides insights on how to effectively transition from working in the business to working on it. She emphasizes the importance of setting aside dedicated time to be a visionary and think big for your business. Lera also highlights the significance of having confidence in yourself and your ability to achieve your goals. She advises setting clear, measurable goals and metrics to track progress and avoid getting discouraged. Lera shares challenges that business owners often face, such as time management and fear of change, and...2024-07-0124 min
ACCELERATORFrom SWAT to SWOT: A Lesson in Leadership with Ryan ConnIn this conversation, Lera Kooper interviews Ryan Conn, owner of CS Business Consulting and President of Shelton Associates, about his unique background and how it has benefited his tax and accounting business. Ryan shares his journey from law enforcement to becoming a leader in the private sector. He emphasizes the importance of establishing a strong foundation for your business, including a clear mission, vision, core values, and leadership philosophy. Ryan also discusses the significance of self-reflection and self-awareness in becoming an effective leader. In this conversation, Ryan and Lera discuss the characteristics of effective leaders and the importance of...2024-06-2443 min
ACCELERATORPlan, Pivot, Succeed with CEO Dave FischerLera and long-time business partner Dave Fischer discuss the essentials of business planning and knowing when to pivot. They explore the difference between a business plan and business planning, emphasizing the importance of ongoing adjustments. Dave shares practical tips and highlights the importance of collaboration, recognizing red flags, and being proactive in both business and life. Tune in for valuable insights and actionable advice to help craft your business and personal goals. Watch on YouTube Goal Setting Worksheet 2024-06-1737 min
ACCELERATORElevating Brand Value through Strategic Marketing with Janel SykoraIn this engaging conversation, we sit down with Janel to discuss the pivotal role marketing plays in creating a higher value brand. Janel underscores the necessity for businesses to distinguish themselves in a crowded market by finding and swimming in a 'blue ocean' with less competition. She elaborates on the power of storytelling in marketing, stressing the importance of focusing on the results and solutions a business provides rather than just its features. Janel also highlights three key pillars for effective marketing: consistency, clarity, and building trust equity with customers. She explains how compelling content and nurturing...2024-06-1034 min
ACCELERATORFinancial Strategy for Business Owners: A MasterclassEVERYONE EXITS - for better or worse. Financial Planning & Analysis (FP&A) isn't just for large corporations—it's a game-changer for businesses of all sizes. Your host, Lera Kooper, and guest Ernie Villany, Forbes Top 200 CPA, delve into how FP&A can be your roadmap to strategic growth and tax efficiency today, and an optimized exit later. Don't miss this opportunity to learn how FP&A can transform your business strategy. 2024-06-0340 min
ACCELERATOR10 Tax Questions Every Business Owner Should Ask Their CPAYour tax return shouldn't be the conversation starter with your CPA. Tune in for 10 questions every business owner should ask their CPA now to ensure their business is tax-efficient and strategically sound. These questions can help you build a solid tax strategy, save time, and maximize your business's potential. This episode provides a foundational guide for proactive business management and strategic financial planning.2024-05-2715 min
ACCELERATORThink Like an Investor: Transform Your Business ApproachHost Lera Kooper sets the stage for a journey focused on helping entrepreneurs view their business from an investor's perspective. Lera highlights the dangers of neglecting strategic planning and becoming too entangled in daily operations. Listeners will learn about: The importance of maintaining a big-picture perspective. The critical need for strategic planning and long-term vision. How to define personal and business success. The value of good financial data for informed decision-making. The necessity of consistent, strategic efforts to drive business growth. Lera also emphasizes the importance of seeking professional advice when needed and provides actionable...2024-05-2011 min
ACCELERATORThe Launch: Setting the Stage for Entrepreneurial Success In this inaugural episode of The Accelerator, host Lera Kooper introduces the show's mission to help entrepreneurs and business owners maximize their business potential. Lera delves into the daunting statistics of startup failures and emphasizes the importance of resilience and a strong mindset. Listeners will discover the variety of segments offered in the podcast, including: Mindset Mastery: Tips on bouncing back, working on your business rather than in it, and cultivating the grit needed for entrepreneurial success. Peer Insights: Interviews with fellow entrepreneurs who share their journeys of overcoming challenges and pivoting their businesses. Expert Advice...2024-05-2003 min