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Accounting Firm HR: Stop Pushing Paper, Prioritize People w/ Rhamy Alejeal

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Manage episode 490700245 series 3502288
Content provided by Universal Accounting and Roger Knecht. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Universal Accounting and Roger Knecht or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of Building the Premier Accounting Firm, host Roger Knecht and Rhamy Alejeal, founder of People Processes, discuss the importance of HR in accounting firms, addressing risk mitigation, employee productivity, and strategies for remote teams. Learn how to prioritize people to build a successful accounting, bookkeeping, and tax business in this insightful interview with one of the leading minds in the world of Human Resources.

Key Takeaways:
  • šŸ”Ž Evaluate HR needs by considering risk mitigation and return on labor.

  • šŸ¢ Formalize performance management and onboarding structures for remote teams.

  • šŸ“Š Track key HR data points to improve business operations and employee satisfaction.

  • šŸ¤ Develop people processes to empower employees to make decisions aligned with company culture.

  • šŸš€ Partner with HR professionals to streamline processes, enhance employee performance, and increase firm profitability.

Behind the Story:

Rhamy Alejeal shares his journey from economics and insurance to becoming a leading provider of HR solutions. He explains how he helps businesses scale by focusing on people processes, data-driven insights, and creating a culture where employees make decisions aligned with the company’s values,

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here.

About keepfulĀ® :

Let’s be honest—most of us didn’t become bookkeepers or accountants to spend hours learning marketing systems and chasing leads. We did it to serve clients and build a business we love. But what if you could get better clients without the marketing overwhelm?

That’s exactly what keepfulĀ® does. It’s the all-in-one marketing system built specifically for bookkeepers and accountants—and it works 24/7 behind the scenes to bring in leads, book consultations, and automate follow-ups.

You get a professional website, branded consultation page, and follow-up automations—all tailored to your business. No more duct-taping tools together or hiring expensive marketing teams.

If you want to grow your firm with ease and attract better clients without doing more work, go check out keepful today at keepful.com.

Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers: Elevate Your Services: HR Partnership Program for Finance Professionals:

https://peopleprocesses.com/partnerprogram/

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:

  • ā€œRed to BLACK in 30 days – A small business accountant’s guide to QUICK turnaroundsā€ – 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.

  • ā€œin the BLACK, nine principles to make your business profitableā€ – 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.

  • ā€œYour Strategic Accountantā€ - 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.

  • ā€œYour Profit & Growth Expertā€ - 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.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. 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:

Next, join a group of like-minded professionals within the accounting community. 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.

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

  continue reading

459 episodes

Artwork
iconShare
 
Manage episode 490700245 series 3502288
Content provided by Universal Accounting and Roger Knecht. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Universal Accounting and Roger Knecht or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of Building the Premier Accounting Firm, host Roger Knecht and Rhamy Alejeal, founder of People Processes, discuss the importance of HR in accounting firms, addressing risk mitigation, employee productivity, and strategies for remote teams. Learn how to prioritize people to build a successful accounting, bookkeeping, and tax business in this insightful interview with one of the leading minds in the world of Human Resources.

Key Takeaways:
  • šŸ”Ž Evaluate HR needs by considering risk mitigation and return on labor.

  • šŸ¢ Formalize performance management and onboarding structures for remote teams.

  • šŸ“Š Track key HR data points to improve business operations and employee satisfaction.

  • šŸ¤ Develop people processes to empower employees to make decisions aligned with company culture.

  • šŸš€ Partner with HR professionals to streamline processes, enhance employee performance, and increase firm profitability.

Behind the Story:

Rhamy Alejeal shares his journey from economics and insurance to becoming a leading provider of HR solutions. He explains how he helps businesses scale by focusing on people processes, data-driven insights, and creating a culture where employees make decisions aligned with the company’s values,

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here.

About keepfulĀ® :

Let’s be honest—most of us didn’t become bookkeepers or accountants to spend hours learning marketing systems and chasing leads. We did it to serve clients and build a business we love. But what if you could get better clients without the marketing overwhelm?

That’s exactly what keepfulĀ® does. It’s the all-in-one marketing system built specifically for bookkeepers and accountants—and it works 24/7 behind the scenes to bring in leads, book consultations, and automate follow-ups.

You get a professional website, branded consultation page, and follow-up automations—all tailored to your business. No more duct-taping tools together or hiring expensive marketing teams.

If you want to grow your firm with ease and attract better clients without doing more work, go check out keepful today at keepful.com.

Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers: Elevate Your Services: HR Partnership Program for Finance Professionals:

https://peopleprocesses.com/partnerprogram/

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:

  • ā€œRed to BLACK in 30 days – A small business accountant’s guide to QUICK turnaroundsā€ – 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.

  • ā€œin the BLACK, nine principles to make your business profitableā€ – 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.

  • ā€œYour Strategic Accountantā€ - 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.

  • ā€œYour Profit & Growth Expertā€ - 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.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. 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:

Next, join a group of like-minded professionals within the accounting community. 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.

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

  continue reading

459 episodes

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