Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021!

For Shannon working with clients involves more than just providing quality reports, it's doing so much more than the client initially expects.

Listen as Roger and Shannon consider what bookkeeping is today and how it can be so much more when we consider engaging with clients as their CFO, advisor and coach. Ask yourself this, what perspective do you bring to the relationship and what suggestions do you offer?

Moving beyond bookkeeping, accounting to offer CFO related advisory and coaching services is a continuous and...

Welcome to another episode of the Building the Premier Accounting Firm podcast. In today's episode host Roger Knecht and his guest Rusty Fulling explore the world of CFO advisory services, moving beyond traditional accounting to help businesses achieve clarity, growth, and peace of mind. Discover how to transition into a strategic advisor role and build lasting client relationships on this episode.

00:00 Introduction to Rusty Fuling's Expertise 03:08 Defining CFO & Advisory Services 07:23 Confidence in Advisory: Lessons Learned 11:14 Beyond Numbers: Making an Eternal Impact 15:18 CFO Service Pricing & Engagement 19:18 Client 'Arrival' and Lifelong Learning 25:37 Recharging Through Service & Missions 30:25...

Join us this Wednesday for a new episode where Roger has a great conversation with Rusty Fulling.

Join us as we revisit this conversation from 2021!

We each have our story and Lindsay is no different.  Bookkeeping at age 12, death of a spouse, starting college late and opening her bookkeeping business while in school.  She has done so much and is willing to share.

Lindsay and Roger discuss the experiences we have in life and what we can do to make lemonade.  We all have choices to make and opportunities to embrace.  Listen as they cover what clients need to receive from us as bookkeeping experts to retain them.  Also pay attention to the t...

Thanks for listening to another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger is joined by Leeroy Beeby, co-founder of Level, an error detection software for QuickBooks Online. They discuss how niching down services and using technology like Level can improve margins and streamline operations, even amidst the evolving landscape of AI in accounting.

00:00 Welcome & Guest Introduction 01:21 Leroy's Path to Accounting 03:10 Starting a Construction Accounting Firm 05:45 Keys to Firm's Rapid Growth 07:20 Hiring Lessons Learned 10:52 Transition to Tech: Level Copilot 14:03 AI & Automation in Bookkeeping 16:16 Level Copilot vs. QuickBooks Online 18:53 Implementing New...

Join us this Wednesday for a new episode where Roger discusses improving bookkeeping accuracy with Leeroy Beeby.

Join us as we revisit this conversation from 2021!

After years of service in the military and life experiences Richard shares what he has learned and how it applies in business. This is a great conversation and adaptation that we all need to hear.

Listen as Roger discusses with Richard the two things that he feels he learned from his military service that he applies daily in his life personally and professionally. He is spot on!

They also share their thoughts related to helping and serving others. How it is fulfilling and why we...

On this episode of Building the Premier Accounting Firm, host Roger Knecht and his guest, Ken Lacroix, discuss the evolving role of accounting professionals in providing CFO and advisory services. They explore the shift from compliance to forward-thinking financial planning, leveraging technology, and the importance of storytelling in communicating financial insights to business owners. This episode offers key strategies for firms looking to add more value beyond traditional accounting.

00:00 Introduction to Ken Lacroix 02:00 The Anti-Accountant & Storytelling 05:17 Technology in CFO Services 09:17 From Compliance to CFO Mindset 13:50 Engaging Staff and Valuing Insights 17:09 CFO Services: Sales and...

Join us this Wednesday for a new episode where Roger discusses implementing adisory services in your accounting practice with Ken LaCroix.

Join us as we revisit this conversation from 2021!

Why is it we each enjoy a great story?  From plays, to shows and movies we are drawn to stories we relate to, in fact, we are especially drawn to those we can see ourselves relating to the heroes.

So how does this apply to marketing accounting services?

Listen as Aleya and Roger discuss a proven framework that you can apply story telling principles to the narrative we tell in our marketing to help clients relate better to what we do and how in time i...

Roger Knecht is joined by Marie Torossian, founder of The Profit Lab, to discuss strategies for accounting professionals to grow successful businesses on the latest episode of Building the Premier Accounting Firm. They cover topics from differentiating services like CFO advisory and coaching to attracting high-value clients with strong growth mindsets, emphasizing the importance of clear communication and accountability.

00:00 Introduction and Torossian's Background 02:08 Path to Entrepreneurship 05:30 Profit Lab's Genesis and Separation 09:14 Coaching, Advisory, and Consulting Defined 14:29 Setting Clear Client Expectations 19:43 Attracting High-Value Clients and KPIs 25:35 Building Credibility and Explaining Value 31:00 Uncovering Client Blind Spots...

Join us as we revisit this conversation from 2021!

Listen as Alyssa shares her story along with the lessons learned to build a successful accounting business.

Alyssa and Roger discuss the unforeseen challenges and the corresponding solutions to address each. From workflow, systems to client relations and everything in between.

Consider this, finding someone to be front facing and interacting with clients in a way that meets our expectations and standards can be a hard, but they do exist. We can build a business that thrives without us working within it doing the day-to-day...

On this edition of Building the Premier Accounting Firm, Roger Knecht and Laura Shepherd, founder of Momentum BK, discuss pricing strategies for accounting firms, focusing on Shepherd's "Pricing with Purpose" philosophy.

Learn how to categorize services, build confidence, and avoid common pricing pitfalls to grow your accounting business.

00:00 Introduction to Pricing with Purpose 03:49 Categorizing Accounting Services for Pricing 08:42 Deep Dive into Service Categories 14:43 Mindset Shift for Accounting Professionals 19:05 Real-World Pricing Success Stories 24:38 The Importance of Confidence and Explanation 29:45 Entrepreneurial Journey and Gratitude 34:29 Future Goals and Elevating the Profession 38:40 Closing Thoughts and Call...

Join us this Wednesday for a new episode where Roger discusses pricing with purpose with Laura Shepherd.

Join us as we revisit this conversation from 2021!

There are 3 key elements when explaining accounting services so that business owners can understand the value of the work we do, and Ken helps us understand why we need to emphasize each of them in our marketing.

As Ken and Roger speak, we are also reminded that this is a personal business.  Even more important than the accounting skills we use to take care of our clients it's the relationships we build that are equally important.

Consider this, Ken shares an interesting perspective, think of t...

In this episode of Building the Premier Accounting firm, host Roger Knecht discusses building a premier accounting firm with guest Lahari Neelapareddy, founder of Tax Hero and LN Accounting Advisors. They cover Lahari's journey from public accounting to specializing in e-commerce and consumer packaged goods, emphasizing the value of niche marketing and advisory services over traditional compliance work. Lahari shares insights on sustainable growth, avoiding burnout, and the importance of continuous learning for accounting professionals.

00:00 Introduction and Guest Spotlight 01:43 From CPA to Entrepreneur 03:13 Starting an Accounting Firm 07:14 Small Business Accounting Challenges 08:52 Evolving Service Offerings...

Join us this Wednesday for a new episode where Roger discusses starting businesses with Lahari Neelapareddy

Welcome to another episode of the Building the Premier Accounting Firm podcast. Today Roger Knecht and Steve Selengut discuss the core differences between finance and accounting, and how to build income independence. Learn about the four key financial risk minimizers and the importance of an abundance mindset in investing to achieve financial freedom from Roger and Steve.

00:00 Introduction to the Show and Guest 01:20 Finance vs. Accounting and Diversification 04:49 Path to Income Independence 07:25 Defining Income Independence and Mindset 09:05 Scarcity vs. Abundance Mindset 13:38 Diversifying Beyond Business and Selling Practices 19:20 Four Financial Risk Minimizers 24:29 Pre-tax vs. Post-tax...

Join us this Wednesday for a new episode where Roger discusses getting more money out of your business with Steve Selengut.

Join us as we revisit this conversation from 2021!

Let's do the math, identify the opportunity, and determine the how best to complement the accounting services offered to profitably meet the demand.

When working with small business owners it's often assumed that payroll will be included as part of the accounting services provided, so what is your answer or solution?

Often, cash flow management and payroll are the two most common challenges faced by business owners. Are you prepared to meet that demand to grow your business and get the clients you deserve?

In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Shauna Wekherlien, known as the Tax Goddess, a top 1% US tax strategist, to discuss building a premier accounting firm. They explore Shana's journey from astrophysics to tax, the power of branding, writing a book for client authority, and strategies for effective tax planning versus preparation.

00:00 Introducing Shana The Tax Goddess 02:02 From Astrophysics to Tax Goddess 05:09 The Accidental Brand: Tax Goddess 09:52 Overlooked Tax Deductions for Businesses 15:00 Tax Preparation vs. Tax Planning 22:24 Managing Tax Audits and Offshoring 29:26 The Entrepreneurial Journey & Gratitude 39:37 Closing Thoughts and...

Join us as we revisit this conversation from 2021!

Each of us have experiences in our lives that give us a unique perspective that we can bring to business.  For some, it's our past and passion that lead us to niches that allow us to do what we enjoy and get paid doing it.

Katie has done just that.

Listen as Katie shares her story that combines health, sports and of course accounting.

Katie and Roger have a great discussion that also focuses on the support and empowerment that can come for w...

Welcome to another episode of Building the Premier Accounting Firm. Today, host Roger Knecht welcomes Mark Myers, a former Marine and CEO of Tax Wise Partners, to discuss his journey from managing health clubs to specializing in tax advisory. This episode delves into effective tax planning strategies, the power of B2B collaborations for accounting firms, and personal insights on entrepreneurship and work-life balance.

00:00 Introduction to Mark Myers 02:16 From Operator to Tax Consultant 06:39 The Value of Tax Planning 09:27 B2B Marketing for Tax Strategies 13:19 Collaboration and Pricing Model 17:46 Business Mantra & Ideal Client 21:51 Entrepreneurial Journey...

Join us as we revisit this conversation from 2021!

As accounting professionals, we each need to find the time to "sharpen the saw" to offer the quality accounting services our clients expect.

Listen as Rob and Roger discuss each and how they apply to your business as you work to have the premier accounting firm in your area.

This is a great conversation that is both personal and professional.  Rob and Roger open up, share some insights that might surprise you as they cover some perspectives on life that really do matter.  Consider it a...

In this episode of Building the Premier Accounting Firm, host Roger Knecht and guest Stephen Weisberg discuss the expanding world of tax resolution services and why accounting professionals should consider offering them. Learn about effective marketing strategies, different types of tax resolution options, and the profound emotional relief clients experience.

00:00 Introducing Stephen Weisberg: Tax Attorney 04:21 Tax Resolution: Attorney vs. CPA/EA 07:33 The Expanding Tax Resolution Market 12:10 Effective Marketing for Resolution Services 16:11 Navigating Tax Resolution Options 20:44 Pricing Resolution Services with Flat Fees 24:04 Emotional Relief and Ramifications of Inaction 31:14 Addressing Taxpayer Annoyance and Sovereign Citizen Claims 36:09...

Join us this Wednesday for a new episode where Roger discusses tax resolution with Stephen Weisberg.

Join us as we revisit this conversation from 2021!

As accounting professionals, we have opportunities to determine the value of our client's business but also work with them to increase it's worth.  Let's consider not only why but how we can help them work ON their business.

Listen as Bharat and Roger discuss the things that establish the value of a business but how we can better bring value to the services we offer.

Bharat also shares two things we need to consider that impact dramatically the valuation of a company today that we s...

In this episode of Building the Premier Accounting Firm, Roger Knecht and Dr. Howard Polansky discuss transforming financial perspectives from traditional debt management to a dynamic cash flow optimization. This episode explores Dr. Polansky's journey from dentistry to becoming a "cash flow optimizer" and how strategic use of lines of credit can dramatically reduce debt payments and increase financial flexibility for both personal and business finances. Learn how to better manage mortgages, business loans, and other debts by understanding the "new rules of finance" and achieve financial freedom sooner.

Understand the critical difference between profit...

Join us as we revisit this conversation from 2021!

Hindsight being 20/20, from a young age the path to accounting was there but Teena took the long round to find her place.  After working hard, not receiving the benefits, financial rewards and recognition it was time to start her own business.  Who knew it would be this good?

Listen as Teena shares with Roger the freedom that comes from creating her own business.  What running her own company has meant for her both personally and professionally.  The trust that she has from her clients is liberating.

Sh...

Thanks for joining us for another episode of the Building the Premier Accounting Firm podcast. Today Roger Knecht and Ron Saharyan discuss the critical importance of achieving profit in business, challenging the stigma around it and emphasizing its role in economic growth and personal well-being. They explore the Profit First methodology as a powerful tool for financial clarity and strategic decision-making, helping entrepreneurs eradicate entrepreneurial poverty.

00:00 Eradicating Entrepreneurial Poverty 02:31 Profit Stigma and Purpose First 06:43 Profit and Business Valuation 10:48 Profit First vs. Traditional Accounting 15:21 Clarity, Empowerment, and Growth 19:11 The Business Needs to Be Paid 25:59 Profit...

Join us this Wednesday for a new episode where Roger discusses Profit First and purpose first with Ron Saharyan.

Join us as we revisit this conversation from 2021!

If you're going to take a class, why not go all the way?

This is a great conversation that Jenny and Roger have, one that many of us do as we consider how we see ourselves. In so many words it is our mindset. When do we go from doing a job to being a professional? What does it really mean to refer to yourself as an accountant verses someone doing accounting or a tax preparer to an Enrolled Agent, a Professional Tax Preparer.

Listen...

Prepare your business for a thriving future with expert insights into exit strategies and valuation on this episode of Building the Premier Accounting Firm. Today Roger Knecht is joined by Nancy Mills to discuss critical steps for business owners and accounting professionals, from clean financials to navigating emotional transitions. Learn how to maximize business worth and plan for a successful exit.

00:00 Introduction to Exit Strategies 02:35 Why Transition Planning Matters 05:15 Phases of Business Transition 08:53 Business Valuation Methods 12:50 Negotiating Earnouts and Exits 17:38 Emotional Aspects of Selling 25:38 Strategic Buyer Success Story 32:22 Vending Company Exit Strategy 36:30 Key Takeaways...

Join us this Wednesday for a new episode where Roger discusses many options owners have to exit their business with Nancy Mills.

Join us as we revisit this conversation from 2021!

Consider this, you need to tap into your inner hairdresser or bar tender.  What in the world could that mean?

With that in mind let's listen in as Lara and Roger discuss "getting social" as you build your business and how it applies in life.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Lara Squires

Lara is the founder of Consortium - since 2013 her team has grown to 7 as they work with clients across the UK working professional s...

On this episode of Building the Premier Accounting Firm, Heidi Ryder, owner of Keepful, sits down with Roger Knecht to share strategies for marketing and managing a growing bookkeeping firm. Learn how to market services, build a strong brand, and use tools like AI and CRMs to attract and keep ideal clients. Discover methods to grow your bookkeeping or tax business effectively.

00:00 Welcome & Heidi's Journey 03:09 Marketing, Sales, and Branding 06:12 The Client Experience & Communication 09:09 Client Perspective & Marketing Advice 13:33 AI for Marketing Content 18:20 Website Value & Call to Action 25:15 Funnels, Lead Magnets, and Workflows 33:53 CRM for Accounting...

Join us this Wednesday for a new episode where Roger discusses the client experiance with Heidi Ryder.

Roger Knecht and Nine-Two Media founder James Donovan discuss powerful marketing strategies for accounting firms, from optimizing online visibility with SEO and Google Business Profiles to positioning yourself as an authority, on the latest episode of Building the Premier Accounting Firm. Join us to learn practical steps to attract clients, improve sales conversations, and scale your business beyond referrals, all while maintaining a flexible lifestyle.

00:00 Welcome and Guest Introduction 02:08 The Importance of Writing a Book 04:53 Transitioning to Outsourced Marketing 07:07 Unlocking SEO for Your Firm 11:10 Leveraging Google Business Listings 14:47 Consistency of Information 17:46 Local Service Ads...

Join us this Wednesday for a new episode where Roger discusses attracting clients the easy way with James Donovan. 

Join us as we revisit this conversation from 2021!

Have you ever wondered if your clients would come back to you? Do you ask yourself if they understand and see value in the services you offer? Wouldn't it be nice to have a client say you're not charging enough?

These are the questions Bob would ask himself but then one day it changed.

Listen as Bob tells his story, gives great advice and shares the time a CPA, one of his mentors, pulled him aside to give him some clear instruction of what not...

In this episode of Building the Premier Accounting Firm, Roger Knecht is joined by Paul Shrimpling of Remarkable Practice for a discussion about humanizing the numbers in accounting. They explore strategies for accountants to build stronger client relationships, offer more value, and achieve sustainable success through genuine engagement and understanding. 🤝

00:00 Introduction: Humanizing the Numbers 01:47 The Accountant's Impact on Business 03:39 The Power of Genuine Curiosity 06:00 Curiosity, Care, and Commitment to Help 09:56 Advisory Services: Future-Focused Interpretation 14:57 Overcoming Accountant Hesitation and Pricing 19:46 Why Clients Seek New Accountants 22:20 Addressing Perceived Indifference 26:11 What It Means to Humanize Numbers 28:54 Building Tru...

Join us as we revisit this conversation from 2021!

It is worth it!

Ashley has some powerful words to share when building an accounting business.  First for foremost, invest in yourself, you are your greatest asset.  What do you need to do to improve your worth, the confidence and competence you need to offer quality accounting services? 

Listen as Ashley shares the many ways working with a coach helped her grow her business and why you need to as well.  It's a game changer!

Roger and Ashley have a very open and hone...

In this episode of "Building the Premier Accounting Firm," host Roger Knecht interviews Eric Gordon, Vice President of Professional Services at B10 Energy, about real estate accounting, tax strategies, and career insights. Gordon shares his journey from aspiring dentist to accounting professional, offering advice on commercial real estate acquisitions, cost segregation, and tax-saving strategies like Historically Significant Items (HSI) and Renewable Energy Tax Credits (RETC). This episode provides actionable insights for accounting professionals looking to expand their service offerings and better advise their clients.

00:00 Introduction to Eric Gordon 04:18 Accounting in Commercial Real Estate 10:11 Maximizing...

Join us this Wednesday for a new episode where Roger discusses tax strategies with Eric Gordon.

Join us as we revisit this conversation from 2021!

Managing your online presence can be overwhelming.  Listen as Chris and Roger discuss the terms we need to know when creating an online strategy.  First understand the phrases like Search Engine Optimization (SEO) and Search Engine Marketing (SEM) but there are so many more.  Consider using LinkedIn and Google to leverage your website and be the solution your potential clients need.

Learn how you can manage your online presence to get clients today offering quality accounting services.  Be the solution your clients are looking for online.  Find your...

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Chris Miller, VP at NetGain Solutions, about the evolution and future of accounting software, focusing on AI's impact and how accounting professionals can adapt to stay relevant and profitable. Learn actionable strategies for embracing new technologies and leveraging AI to enhance your firm's services by listening to this episode.

00:00 Introduction to Chris Miller and AI 04:15 Evolution of Accounting Software and AI 11:13 AI, Wisdom, and the Accountant's Role 15:05 Overcoming Reluctance to Adopt AI 22:51 Practical AI Use Cases in Accounting 33:30 NetGain Solutions for...

Join us this Wednesday for a new episode where Roger discusses pricing accounting services effectively with Mark Wickersham.

Join us as we revisit this conversation from 2021!

After a career in accounting, as a controller and CFO, the time came to work with and help small business. It began simply helping friends and family with their taxes, but the time came to make the leap and do this seriously, treating the hobby and favor as a business. Even when offering quality services there are challenges. Listen as Fred shares insights and suggestions to progress in your business to achieve your goals. Fred's real-world advice, his candor is appreciated as we each work with our clients to...

In this episode of Building the Premier Accounting Firm, Roger Knecht sits down for a live discussion with Rick Haskell about his journey as an entrepreneur, academic, and finance expert. They explore the mindset needed for success in business and valuable lessons for accounting professionals. Rick shares insights from his experience with Goldman Sachs 10,000 Small Businesses program and offers advice for small business owners.

Join us this Wednesday for a new episode where Roger discusses life with Rick Haskell.

Join us as we revisit this conversation from 2021!

After a successful career as a CPA, controller and an exit from a business it was time for Andrew to move and start something new.  This was the time to become an entrepreneur.  It was a challenge being enrolled in the "school of hard knocks" but worth it.

With that said Andrew shares the best advice he ever got and how it changed his accounting business.  Today he is a force to be reckoned with in his industry of choice as the accounting professional.

Learn how...

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Amanda Watts, a business advisory strategist, about transitioning accounting practices into advisory roles. They explore the challenges, pricing strategies, and the unique value accountants bring to business advisory.

💡 Define Advisory: Understand advisory as guiding clients to their own solutions through insightful questions, not just providing answers.

🔑 Address Fears: Acknowledge and overcome the fears holding you back from offering advisory services.

💰 Price on Transformation: Shift from pricing based on time to pricing based on the value and transformation you provide t...

Join us this Wednesday for a new episode where Roger discusses productizing your advisory services with Amanda Watts.

Join us as we revisit this conversation from 2021!

When offering accounting services do we understand the opportunity we have to become a member of their board of experts?  What does that mean and who does it include?

How do the accounting principles we use in business also apply at home and vice versa? 

Helping clients realize they can always manage their money better, personally and professionally.  There is a part we can play as accounting professionals that is more than compliancy and financial reports.

Listen in as Roger and Greg consider wha...

In this episode of "Building the Premier Accounting Firm," Roger Knecht interviews executive coach and author Robert Hunt about accountability, intentional living, and the traits of successful CEOs. Hunt shares personal stories and actionable advice to help accounting professionals and business owners improve their businesses and personal lives.

Model accountability to foster a culture where employees take ownership.

Distinguish between responsibility (fixing problems) and accountability (proactive creation).

Acknowledge reality, embrace challenges, find solutions, and make them happen.

Create margin in your life to avoid overload in time, finances, health...

Join us as we revisit this conversation from 2021!

Perhaps you've heard the business mantra: "under promise and over deliver". Maybe you've heard again and again how the accounting profession needs to evolve to offer more advisor or coaching services which would compliment the compliance work we perform. But "what" and "how" may be the questions that remain.

Listen as Laura and Roger consider the next steps accounting professionals can take to engage with the clients more, to increase the revenue per client while providing great value. This is a discussion about the Lifetime Value of...

In this episode of Building the Premier Accounting Firm, Roger Knecht interviews David Podell about defined benefit plans and tax strategies for business owners. They explore how accounting professionals can better advise clients on tax planning beyo†nd basic preparation, focusing on strategies to maximize tax benefits through retirement plans.

00:00 Welcome to Building the Premier Accounting Firm 00:54 Introducing David Pudel 02:05 The Journey into Tax Strategies 04:02 Tax Preparation vs. Tax Planning 05:42 Strategies for Business Owners 07:05 Maximizing Deductions with Defined Benefit Plans 09:06 The Accountant's Role in Tax Planning 11:10 Balancing Profitability and Tax Mitigation 12:37 Effective Personal Tax St...

Join us as we revisit this conversation from 2021!

It's not just what our clients say that matters, it's so much more than kind words.

In addition to the ego boost from our clients' testimonials are the social proof that is needed to grow the business. Consider the connection that is peer to peer when potential clients hear what other business owners are saying.

'TC' and Roger have a great conversation about the power of testimonials and how to get them.  'TC' demonstrates the ease to get the feedback and promotional materials we all n...

In this episode of "Building the Premier Accounting Firm," host Roger Knecht interviews Leeroy Beeby, co-founder of Level, about his journey from accounting professional to tech entrepreneur. They explore the importance of niching down, leveraging technology, and prioritizing client relationships in building a

Key Takeaways:

Niche Down: Specialize in a specific industry to offer tailored services and gain a competitive edge. 🎯

Embrace Technology: Adopt software and AI tools to streamline processes, improve efficiency, and standardize operations. ⚙️

Prioritize Quality Assurance: Implement robust quality assurance measures to minimize errors and maintain service excellence. ✅

...

Join us this Wednesday for a new episode where Roger is joined by Leeroy Beeby to discuss his journey from accountant to business owner.

Join us as we revisit this conversation from 2021!

Everyone begins and later ends their journey as an accounting professional in a unique way.  Even though many try to be intentional there can be surprises. 

Imagine going from accountant to professor and then author.  In fact, consider what you'd say when asked to write Accounting For Dummies.  What would you say? what would you do?

Listen as Ken and Roger discuss this exciting career path along with insights related to pricing, offering quality services, engaging more with our clients.

At the end of t...

In this episode of "Building the Premier Accounting Firm," Jen Hamilton sits down with Roger Knecht to discuss how accounting professionals can boost efficiency and productivity through effective operational strategies. Jen shares insights on motivating employees, identifying bottlenecks, and developing emerging leaders to drive profitability in accounting firms. 💼

💡 Motivate employees by understanding their individual goals and aligning them with company objectives.

🔎 Identify operational bottlenecks by analyzing decision-making frameworks and process handoffs.

🌱 Develop emerging leaders through intentional soft skills training and mentorship programs.

📊 Implement key performance indicators (KPIs) to measure and...

Join us this Wednesday for a new episode where Roger discusses operations with Jen Hamilton.

Join us as we revisit this conversation from 2021!

There is still, and will always be, an increasing need from business for the accounting professional to step up and help in an advisory or coaching perspective to help owners effectively use the financial information to make more informed decisions.

Accounting is more than compliance work.

After more than 30 years in the accounting profession Mark and Roger discuss the changes seen and that are coming to the industry.  Listen in and see how this compares to your experience.

Sponsors:

Un...

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews David Neagle, a mindset expert, on how accounting professionals can adopt a successful mindset to grow their businesses. Nagel shares his personal journey, emphasizing the importance of sales, delegation, and focusing on strengths to achieve financial freedom and build a thriving company.

🔄 Shift from a worker-class mindset to an entrepreneurial mindset by claiming your authority and promoting yourself.

🎯 Prioritize high-impact activities like sales and delegate tasks that don't align with your strengths.

💖 Focus on what you love and excel at...

Join us this Wednesday for a new episode where Roger discusses mindset with David Neagle.

Join us as we revisit this conversation from 2021!

Using the right words can make all the difference when marketing and selling your services effectively.  They could be the difference between success and failure in your marketing. Are we also leveraging technology to find potential clients?  Today there are a number of tools available to help manage, nurture and engage with our potential clients to help them become our next clients.

Listen as Chris and Roger discuss new ways to effectively market accounting services.

Don't miss this episode!

Also, pay attention to th...

In this episode of Building the Premier Accounting Firm, Ahuva Gruen, a seasoned fractional CFO, shares her journey from a young entrepreneur to a financial expert, offering insights on differentiating bookkeeping, accounting, and CFO services. She emphasizes the importance of strategic financial management for business growth and profitability.

Differentiate between bookkeeping, accounting, and CFO services to provide tailored solutions.

Optimize the "Four P's" (People, Processes, Profits, Products) to identify and address pain points in a business.

Implement key performance indicators (KPIs) such as net profit, gross profit, and cash flow to...

Join us this Wednesday for a new episode where Roger discusses the 4 P's with Ahuva Gruen.

Join us as we revisit this conversation from 2021!

For years Gabrielle has worked in accounting and perhaps has seen it all.  Therefore, it is no surprise when the conversation turns to providing quality services ethically, but what does that mean?

Take the time to listen in as Roger and Gabrielle discuss the role of the accountant and bookkeeper.

Understand how confidence and competence play into the equation and determine your success.

They also discuss how accounting is actually a people business.  The relationships we build with business owners are both personal an...

Join 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.

Acquire Strategically: Focus on firms with high-growth potential and leverage technology to integrate them efficiently.

Shift to Advisory: Transition...

Join us this Wednesday for a new episode where Roger discusses transitioning from a compliance driven to strategic driven firm with Lera Kooper.

Join us as we revisit this conversation from 2021!

Running an accounting business can be overwhelming.  Managing time, identifying priorities, and defining workflows is important.

Listen to Roger and Celso reflect on business and how we can work more purposefully when taking care of our clients.  When we work with the intent to be profitable, we can become the premier accounting firm in our area.

Simply said, things do not need to be as complicated as we tend to make them as we run our business.  The time is now to explore ways to lev...

In this episode of Building the Premier Accounting Firm, Roger Knecht interviews Mike Milan, a cash flow expert, on uncovering hidden cash flow and building financial strength in businesses. Mike shares insights from his Clear Path to Cash framework, emphasizing communication and practical implementation strategies for accounting professionals.

🗣️ Improve communication by translating financial jargon into understandable terms for clients.

🔍 Identify hidden cash flow using techniques like the "Cash Leak Map" to demonstrate value.

🚀 Offer advisory services as a standalone revenue stream, addressing clients' pressing needs.

🤝 Build confidence through training and role-playi...

Join us this Wednesday for a new episode where Roger discusses uncovering hidden cash flow with Mike Milan

Join us as we revisit this conversation from 2021!

Have you ever asked yourself the question, "am I enough" or "am I deserving"?

These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don't need to persist.

Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses.

Learn what you can do to be in business for yourself but not by yourself.  There is no need to experience this journey alone and feel as i...

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.

🔎 Evaluate HR needs by considering risk mitigation and return on labor.

🏢 Formalize performance management and onboarding structures for remote teams.

📊 Track key HR data points to...

Join us this Wednesday for a new episode where Roger discusses how to scale and grow with Rhamy Alejeal.

Join us as we revisit this conversation from 2021!

Take the time to listen as Cindy and Roger discuss the opportunities individuals have as they build their premier accounting firm in their area.

Cindy brings a fresh new look to the approach of deciding next steps. She has a contagious personality that is both inspiring and uplifting. With Cindy it is time to think big, to dream big with considering what we can each do to realize our potential.

Here what Cindy has to share to shortcut your path to success.

Your...

In this episode of Building the Premier Accounting Firm, Ingrid Edstrom, Chief Empowerment Officer at Priestess of Profits, shares her journey into accounting, emphasizing the importance of relationships, values, and authentic marketing in building a successful and fulfilling accounting practice. Discover how to move beyond transactional client interactions and create reciprocal, value-driven relationships in Roger Knecht's interview with Ingrid.

✅ Prioritize relationships over transactions to foster client loyalty and deeper engagement.

🌟 Define and embody your core values to attract ideal clients and build a strong company culture.

🗣️ Communicate authentically in your marketing to resonat...

Join us this Wednesday for a new episode where Roger discusses networking and conferences with Ingrid Edstrom

Join us as we revisit this conversation from 2021!

Everyone starts somewhere as the begin to offer quality accounting services.

Listen in as Adam and Roger discuss the journey from starting to ultimately having a successful accounting business.

Adam shares his journey and offers suggestions.  Also learn about Adam's niching into the word of cannabis working with both the growers and dispensaries as clients.  It's a whole new world that is both exciting and challenging but well worth it.

Hear a few things you can do to offer quality accounting services in an...

In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Mark Herschberg, author of "The Career Toolkit," to discuss essential skills for success, effective hiring processes, and the importance of career planning. They explore key skills like communication, negotiation, and leadership, offering actionable insights for both employers and employees in the accounting profession.

💡 Identify and assess key skills beyond technical abilities, such as communication, teamwork, and leadership, during the hiring process.

🤝 Negotiate effectively by adopting a win-win mindset, expanding the pie for mutual benefit, and understanding your BATNA (Best Alternative to a Nego...

Join us this Wednesday for a new episode where Roger discusses hiring and negotiation with Mark Herschberg.

Join us as we revisit this conversation from 2021!

Femke returns to discuss with Roger the power of numbers in business.

Consider the benefits that come when helping clients manage their businesses with budgets and forecasts. It's helpful to show clients the consequences of their decisions using a proforma.

They also discuss the mental and emotional elements that affect decisions being made in business.

Accounting is more than being compliant. It is helping the business owner manage by the numbers to make more informed business decisions as they run their companies. Doing...

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Jeremy Van Groll about niching down into the nonprofit sector and building a thriving accounting business with a strong culture. Jeremy shares his journey from corporate accounting to entrepreneurship, highlighting the unique aspects of nonprofit accounting and the importance of aligning business values with client missions.

🔍 Niche Down: Focus on a specific industry, like nonprofits, to build expertise and speak the language of your clients.

🤝 Build a Strong Culture: Define your company culture collaboratively with your team and ensure it aligns...

Join us this Wednesday for a new episode where Roger discusses culture with Jeremy Van Groll

Join us as we revisit this conversation from 2021!

Listen to this discussion with Ken Bostrom as he shares his perspective of 30 years of teaching accounting, how it has changed and now being done.

Enjoy the evolution of accounting which now includes computers and software, how things progressed from WordPerfect, Lotus123, ABC Accounting, MYOB to so much more.

See how the accounting profession has changed, especially how it has been taught over the years from debits and credits to include software training, from classroom instruction to online courses and programs.  It has become easier a...

this episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht, podcast publicist Christina Lenkowski explains how accounting professionals can leverage podcast guest appearances to position themselves as authorities, build trust, and grow their businesses. Learn the strategies to educate potential clients, repurpose content, and create effective calls to action for lead generation through podcasting.

00:05 Introduction to the Premier Accounting Firm 01:30 The Rise of Podcasting in Marketing 04:41 Building Trust Through Podcasting 07:34 Educational Value and Authority in Podcasting 10:46 The Balance of Sharing Expertise 12:02 The Evergreen Nature of Podcast Content 17:08 Crafting a...

Join us as we revisit this conversation from 2021!

Jennifer works with and advises many accounting professionals as they start and build their business.  Listen as she shares suggestions and best practices to help accelerate your success.

There are two key elements she feels are necessary, confidence and competence.  What does that mean?

Understand how working with a coach can be the difference to ensure success.

Some good advice, "don't forget why you started".

Enjoy this next episode in the series to help you Build the Premier Accounting Firm.

...

In this episode of Building the Premier Accounting Firm, Dr. Bijoy John, a board-certified sleep specialist, joins Roger Knecht to discuss the vital connection between sleep and mental health for business owners. He shares actionable strategies to improve sleep quality, manage anxiety, and boost overall well-being, crucial for thriving in the demanding accounting industry.

⏰ Prioritize dedicated worry time to manage anxiety and prevent racing thoughts before bed.

📱 Establish a tech-free bedroom to optimize melatonin production and improve sleep quality.

🍽️ Adjust eating and drinking habits to avoid disruptions like heartburn and frequent restroom v...

Join us this Wednesday for a new episode where Roger discusses sleep with Bijoy John.

Join us as we revisit this conversation from 2021!

What a great topic and value add to an accounting firm.

Rhett joins Roger to discuss services that can be offered to distinguish any accounting business as the one working to work with owners of real-estate. Consider this in-depth conversation regarding Cost Segregation and how it can make you the hero for your clients.

This may be the unique selling proposition to help you niche your accounting services in the world of real-estate and investment properties.

Get ready to take some notes, this...

In this episode of "Building the Premier Accounting Firm," host Roger Knecht and Robb Zbierski, professional speaker and coach with Freedom Personal Development, explore the critical role of mindset and mental health in achieving business success. They discuss practical strategies for rewiring your brain for optimism and resilience, offering actionable insights to overcome limiting beliefs.

Recognize the value of having a "head coach" to gain perspective and challenge limiting beliefs.

Implement daily, weekly, and quarterly routines to reinforce positive thinking and personal growth.

Clarify your goals and create visual reminders to...

Join us as we revisit this conversation from 2021!

Listen in as Roger and Erin discuss the psychology that can frustrate our efforts to be successful and profitable in business.  Consider the things so many of us do that sabotage our individual success and learn the formula to help make profit deliberate and intentional.

Dream big enough and start small enough to experience success – baby steps 😊

Erin has worked with accounting professional over the years to know what it takes emotionally and practically to help business owners make profit a priority.

Learn about...

In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes motivational speaker and business coach Becky Kemp to explore the power of words in both personal and professional success. Discover actionable insights and the importance of intentional communication for entrepreneurs seeking to improve their businesses and lives. 🚀

Acknowledge the need for change and personal dreams to spark creation and innovation. 🌟

Ask better questions to overcome obstacles and find unique paths to business success. ❓

Practice abundant thinking and gratitude to maintain motivation and drive action. 🧠

Invest in personal an...

Join us this Wednesday for a new episode where Roger discusses the power of words with Becky Kemp.

Join us as we revisit this conversation from 2021!

Working with business owners often presents opportunities to educate and perhaps inspire.  But what does this look like in a professional setting, in fact in a more formal relationship that may involve compensation?

Learn the levels that exist for accounting professionals to offer more than quality accounting services.  Consider becoming a:

See what you can do to benefit from each as well as offer each of these services to build the premier accounting business in your area.

You...

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Randy Johnston, a leading figure in accounting technology, about tech stacks, AI, and the future of the accounting industry. Johnston shares his expertise on choosing the right technology, integrating AI seamlessly, and leveraging tools for optimal efficiency and client satisfaction. This episode provides actionable advice for accounting professionals looking to enhance their firms with cutting-edge technology and strategic service offerings.

💡 Define Your Service Offerings: Determine the specific services your firm will provide (e.g., bookkeeping, tax planning, advisory) to guide your tech sta...

Join us this Wednesday for a new episode where Roger discusses technology with Randy Johnston