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The Holistic Approach to Client Representation w/ Chris Papin
In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht sits down with Chris Papin to explore his distinctive methodology in client representation through his triad of businesses-Papin CPA, Papin Law, and Papin Insurance. Chris offers a deep dive into the intersection of legal and accounting services, entrepreneurial guidance, and the seamless integration of comprehensive client solutions within regulatory boundaries.
Main Themes:
The Journey to Dual Expertise:
Chris discusses the challenges he faced in passing the CPA and bar exams.
Roger and Chris highlight the strategic integration of legal and accounting services under licensing restrictions.
Comprehensive Service Offerings:
The hosts outline entrepreneurship support and strategies for working with startups.
Roger emphasizes the need to align services to client needs, educate them on business risks, and proper business vehicle usage.
Transitioning from Hobby to Business:
Chris covers the legal and financial implications of monetizing hobbies.
Chris mentions insurance considerations and proactive risk management strategies.
Financial Advisory and Education:
The hosts dive into the importance of educating clients on taxes and liability preparedness.
They offer tips for clear communication in financial matters and handling the emotional aspects of money conversations.
Responsible Decision-Making and Growth:
How to drive innovative thinking, attention to detail, and systematic approaches during business growth phases.
Roger shares the role of advisors in facilitating informed decisions through open dialogue and professional collaboration.
Holistic Solutions and Diverse Collaborations:
Leveraging expertise from lawyers, insurance agents, and other professionals for better client outcomes.
Work-Life Balance and Community Involvement:
Balancing professional and personal life, with an emphasis on mental health.
The benefits of coaching middle school programs and engaging in community service.
Dynamic Models for Business Growth:
Assisting individuals in starting and growing their businesses with a focus on understanding client needs, managing finances, and ensuring profitability.
Key Takeaways:
Embrace a holistic approach to client services by integrating legal, accounting, and insurance expertise.
Educate and guide clients through the complexities of entrepreneurship, from initial setup to risk management and growth.
Foster a balanced professional and personal life to enhance overall well-being and community engagement.
Join us for this insightful discussion with Chris Papin and discover innovative ways to enhance your business practices and client relationships!

Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:
Be part of Chris’ quarterly "free webinars" covering various topics that benefit entrepreneurs.
www.papincpa.com/listener/

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 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...
zhlédnutí: 48

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Komentáře

  • @ianmorgan7113
    @ianmorgan7113 Před dnem

    So it’s like that, but not

  • @user-pp8ly2wn6t
    @user-pp8ly2wn6t Před dnem

    Your videos are very useful and provide lots of information. I have received lots of help after watching this post, please continue to share this kind of information. Thank you.

  • @phild8095
    @phild8095 Před 4 dny

    I remember when jobs wouldn't go to Mexico, India, China, Indonesia... Not only manufacturing, but scheduling, payments, help desk, so yah, we're having problems believing you.

  • @aacmove
    @aacmove Před 5 dny

    Going to the bank is not funny when your parents are in their 80s and they need to speak to humans. Or maybe the youth don't care that a generation is being excluded from every day life!

  • @renieropperman6510
    @renieropperman6510 Před 5 dny

    And banks cut staff

  • @ronaldfarber589
    @ronaldfarber589 Před 5 dny

    This did not reassure me at all. Srry lady but I doubt it's been recent since you've worked and struggled with Jon security rumors and fake job postings etc

  • @MatthewatCourseCareers

    Hey! CourseCareers sent an email about a paid partnership. Let us know what you think!

  • @ryanmxntana
    @ryanmxntana Před 13 dny

    Hey how would i get in contact with you for a video inquiry]

  • @lunamorris2091
    @lunamorris2091 Před 14 dny

    Found your post interesting to watch. I can't wait to see your new videos soon. Good Luck with the upcoming update. This CZcams channel is very informative and effective.

  • @ehaley6838
    @ehaley6838 Před měsícem

    I’m exactly in this position except I am now maxed out even just concentrating on tax filing - no bookkeeping. I’ve turned away business and completely on the verge of a nervous breakdown as I’m unable to find time to sleep during tax season. I can work for 18 hrs a day and still barely made it this year. I’ve outsourced my invoicing for the first time this year. I’m afraid if I add a tax preparer as an employee or contractor, they might end up taking business from me and setting up their own practice. I’m also worried about someone new tarnishing my reputation since it’s 99% word of mouth if a new hire is unprofessional in any way. Any advice?

  • @lunamorris2091
    @lunamorris2091 Před měsícem

    It is a great video thanks for the great information and well delivered. This is exactly what I was looking for.

  • @mruthgathoni9899
    @mruthgathoni9899 Před měsícem

    Thank you Rebecca for the honesty and authenticity.

  • @ahmadjansagar
    @ahmadjansagar Před měsícem

    Great Sir, Thank you for sharing such kinds of Informative Chenal links

  • @Jontellis
    @Jontellis Před měsícem

    Million dollar info! 🙏

  • @superpoints9338
    @superpoints9338 Před 2 měsíci

    Thanks sir

  • @Ronnie-mi6gl
    @Ronnie-mi6gl Před 2 měsíci

    little shop of horrors will check that out great stuff

  • @Ronnie-mi6gl
    @Ronnie-mi6gl Před 2 měsíci

    can accept failure but not regret excellent point

  • @Salgado_707
    @Salgado_707 Před 3 měsíci

    Well thanks.I will have to check out the Vita course training for myself.I been doing my own taxes for 7 yrs now,mind as well get my certificates and get paid to do others..😉

  • @josephinebardot8403
    @josephinebardot8403 Před 3 měsíci

    I like your video presentation. It is informative too, at the same time. Thanks a lot for your guidance!

  • @ProStories51
    @ProStories51 Před 3 měsíci

    Is there any practical work with companies we can do after we pass the course, I mean free paid jobs after we done with the course to gain some experience?

    • @UniversalAccountingCenter
      @UniversalAccountingCenter Před 3 měsíci

      There are a variety of options. There are various positions that you can apply for: universalbusinessbuilders.com/work-funnel Following this process helps to get the job you deserve: universalbusinessbuilders.com/job-placement-sign-up Or you can also start taking on clients: universalbusinessbuilders.com/turnkey-process-video-course

    • @trinarichardson291
      @trinarichardson291 Před 2 měsíci

      How much is this program ?? I don’t need to waste your time ..

    • @UniversalAccountingCenter
      @UniversalAccountingCenter Před 2 měsíci

      @@trinarichardson291 find out more at www.universalaccountingschool.com and www.uacourses.com

    • @UniversalAccountingCenter
      @UniversalAccountingCenter Před 2 měsíci

      @@trinarichardson291 , No worries. Happy to speak with everyone to understand your current situation and goals. Knowing your experience and plans it's easier to make suggestions as to which programs will best meet your needs. That said you can go here to see various options: www.uacourses.com/collections?category=accounting-and-bookkeeping

  • @Jontellis
    @Jontellis Před 3 měsíci

    Great podcast love John’s insights!

  • @Ana-ov1hn
    @Ana-ov1hn Před 3 měsíci

    Hi! Im a bilingual person and was looking into preparing taxes for TN and H2B visa workers. Can i apply for/ obtain a tax preparer identification number if i live in Mexico? Thank you.

    • @almightyvock
      @almightyvock Před 3 měsíci

      Generally, the IRS requires an individual to provide an SSN to get a PTIN. Because foreign persons generally cannot get an SSN, they must file Form 8946 to establish their identity and status as a foreign person. You must have a PTIN to prepare a tax return for compensation.

  • @alonzomarsh480
    @alonzomarsh480 Před 4 měsíci

    "PromoSM" 🍀

  • @elianasmith6330
    @elianasmith6330 Před 4 měsíci

    This is a decent enlightening post that you have shared and appreciate your work in sharing the data. I value your endeavors and all the best. Praise your work and continue sharing your data.

  • @tracjay1
    @tracjay1 Před 4 měsíci

    Sam

  • @leroyjackson9171
    @leroyjackson9171 Před 4 měsíci

    Gm Roger, Hope all is well, Sir. This particular podcast discussion was right on time. You and Dr. Thayne hit on so many important subjects between work and family life. Your podcast rocks!

  • @AkazEmpresa
    @AkazEmpresa Před 4 měsíci

    They did not refund my money. When I requested

  • @marazulcontreras1446
    @marazulcontreras1446 Před 4 měsíci

    What is the price for a tax preparation and bookkeeping

    • @UniversalAccountingCenter
      @UniversalAccountingCenter Před 4 měsíci

      You can find out more at www.uacourses.com. You can also contact a counselor who can make sure you have the best programs to meet your needs at www.universalaccountingschool.com

    • @UniversalAccountingCenter
      @UniversalAccountingCenter Před 4 měsíci

      Specifically for bookkeeping related courses you can go here: www.uacourses.com/collections?category=accounting-and-bookkeeping These are the tax related courses: www.uacourses.com/collections?category=PTP-Bundle We would also suggest checking this out as many find this to be very helpful: universalaccountingschool.com/your-perfect-solution-page/

  • @Shreeree441
    @Shreeree441 Před 5 měsíci

    Had 7 clients last year but I’m at 20+ returns 2 weeks into tax season Let’s grind!!

    • @UniversalAccountingCenter
      @UniversalAccountingCenter Před 5 měsíci

      Love it, time to get busy

    • @Shreeree441
      @Shreeree441 Před 5 měsíci

      @@UniversalAccountingCenter I want this business to grow into more than just taxes, I want to do bookkeeping and financial coaching. I just started following you but any advice?

  • @henniestander7542
    @henniestander7542 Před 5 měsíci

    I enjoyed listening to this podcast. I don't see the link to the free accounting guide.

    • @UniversalAccountingCenter
      @UniversalAccountingCenter Před 5 měsíci

      Hi, sorry for the missing link, I found it here for you. universalaccounting.com/free-resources/

  • @espositoentertainment6010
    @espositoentertainment6010 Před 6 měsíci

    I attended his live webinar, incredible!

  • @jasonblizzard9635
    @jasonblizzard9635 Před 6 měsíci

    I didn't see how this pitch was any different than all the others. Focus here is on 'family' not on the objective ability to make money because of the power of the course. Why? If the course is economically life changing where are the 'numbers' proving that? 🤔

  • @johnlucich5026
    @johnlucich5026 Před 7 měsíci

    HOW MANY LIES = “TRUTH” ! ?

  • @helamancabrera5547
    @helamancabrera5547 Před 7 měsíci

    They need to understand their cash flow statement.

  • @Thatsnicereal
    @Thatsnicereal Před 7 měsíci

    Hi, I'm only a student so I don't know a lot of things, but where does that cash profit go if not to the bank? Is it spent up on reinvesting or paying employees or..?

    • @lukehastings8873
      @lukehastings8873 Před 7 měsíci

      Profit is Basically sales minus costs but when you buy things like machinery or more long lasting assets like that, the entire cost of that isn't used in calculating profit in the year it was paid for instead the cost of the asset is spread over the life of the asset. So in short yes it is reinvested and thar reinvested money is taken out of the profit calculation

    • @Thatsnicereal
      @Thatsnicereal Před 7 měsíci

      @@lukehastings8873 Ah, that makes sense. Thanks!

  • @zeldaq9790
    @zeldaq9790 Před 7 měsíci

    🎉 More power to you 😊

  • @UniversalAccountingCenter
    @UniversalAccountingCenter Před 8 měsíci

    Great having Seth on the show. Enjoy the conversation.

  • @Essays4College
    @Essays4College Před 8 měsíci

    4:06 From certification to a lot of clients and referrals and entire team? That's a huge step she just jumped over.

    • @UniversalAccountingCenter
      @UniversalAccountingCenter Před 8 měsíci

      And then she started an outsourcing service to build her business and help other accounting firms. She shares more here: universalaccounting.com/blog/2022/03/09/leveraging-a-bpo-relationship-w-melanie-macatangay/

  • @Ayeskavas
    @Ayeskavas Před 8 měsíci

    😊

  • @LivingLife972
    @LivingLife972 Před 8 měsíci

    thanks for this video. Can everything be done online?

    • @UniversalAccountingCenter
      @UniversalAccountingCenter Před 8 měsíci

      Yes, all of the training we now offer is online and designed for independent study :) www.uacourses.com/collections

  • @Jontellis
    @Jontellis Před 9 měsíci

    Great pod! Love the discussion about capitalized marketing expenses 🧠

  • @tonygleicher-or5um
    @tonygleicher-or5um Před 9 měsíci

    I have accounting, spreadsheet experience, hey you need a next step, is more info and signing up, get with the program🎉

  • @frankayala3950
    @frankayala3950 Před 9 měsíci

    I have been doing the book kegoing on 30 years, The field That I am in is real estate property management. I did a lot of residential, but recently landed a job in the real estate commercial side of it, property management. I'm so new to 1031 exchange, close closing Escrow statements for some properties that are sold, comma LLC percentage partnership flowing through K1s, I still yet to master a lot of Accounting real estate procedures that I know nothing about, this video couldn't have come at a better time thank you for the lifting inspiration. Do you know of anywhere I can enroll myself to learn about real estate accounting, A place that specializes only in real estate accounting?

    • @UniversalAccountingCenter
      @UniversalAccountingCenter Před 9 měsíci

      Great question. Universal Accounting has some accounting classes worth considering however nothing specific to real estate: www.uacourses.com/enrollments#category=accounting-and-bookkeeping&status=any&search=

  • @frankayala3950
    @frankayala3950 Před 9 měsíci

    This is a great vid, thank you.

    • @UniversalAccountingCenter
      @UniversalAccountingCenter Před 9 měsíci

      Glad you liked it. It was a fun discussion to have. Many great insights throughout the conversation.

  • @solomonshabat4542
    @solomonshabat4542 Před 9 měsíci

    Sir can i go with Enrolled Agent for Excellent Earning in the Tax preparation? I am from Pakistan

    • @UniversalAccountingCenter
      @UniversalAccountingCenter Před 9 měsíci

      Yes, here's the information related to the exam prep course: www.uacourses.com/courses/ea-test-prep

  • @lambertois11
    @lambertois11 Před 9 měsíci

    You really have nothing to do with your life to make this totally useless and insane and inept and inappropriate and useless video ever!!!

  • @user-pm1ed1ip8n
    @user-pm1ed1ip8n Před 9 měsíci

    Go to Wyoming. Llc, single member or otherwise are protected by charging orders only.

  • @AmirUllah-fb6gr
    @AmirUllah-fb6gr Před 9 měsíci

    Sir i am student of commerce how can I give accounting services and from which platform

  • @lunamorris2091
    @lunamorris2091 Před 10 měsíci

    Great video! Some key points were highlighted that I hadn't heard anyone else discuss. Thank you!