Building the Premier Accounting Firm

Welcome to another episode of Building the Premier Accounting Firm with Roger Knecht. In today's episode, Roger discusses the critical role of ethics in accounting and business with Arun Kumar, founder of Ultim Quest Knowledge. They explore how ethical practices contribute to long-term success and prevent financial pitfalls, offering insights for accounting professionals, bookkeepers, and tax prep...

Join us as we revisit this conversation from 2021! Have you ever asked yourself the question, "am I enough, good 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. Let's discuss the emotions many individuals experience as they start and build their accounting business.  Th...

Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Jeff Dredge discuss the evolution of the accounting profession, highlighting the shift from traditional compliance to essential advisory services. They explore how embracing technology and a "hindsight, insight, foresight" approach can transform accounting firms and enhance client relationships. Learn about...

Join us as we revisit this conversation from 2022! If getting more clients is on the agenda, this is a conversation you don't want to miss. Roger speaks with Chris about the elements that make up the ideal marketing strategy from identifying the ideal clients, to niching, advertising budget, emotional selling and so much more. This is a fun, heartfelt conversation between two friends you'll enjoy...

Join us as we revisit this conversation from 2021! Bobby and Roger have a timely discussion about industry trends and why they are relevant to know as accounting professionals.  From marketing and sales to get the clients we need to grow the business to then working with them as their CFO and advisor. It all starts with a genuine curiosity for business in general.  From that we are able to then us...

Thank you for joining us for another episode of Building the Premier Accounting Firm. In today's episode, Roger Knecht and guest Nathan Whittacre discuss the ever-evolving landscape of technology, cybersecurity, and AI in the accounting industry. They offer practical advice for accounting professionals on how to navigate digital threats and leverage new technologies for business growth. In This Ep...

Join us as we revisit this conversation from 2021! Here's an episode you don't want to miss. Shannon and Roger discuss the challenges that owners of accounting firms face as they work to offer quality accounting services profitably.  For example, is it effective to be everything to everyone when running the business? Sometimes we get too busy and forget we always have a choice! They address mindse...

Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Nikki Rausch discuss how to master authentic sales in the accounting industry. Learn to differentiate marketing from sales, build lasting client relationships, and effectively price your services for maximum value and client satisfaction. This episode provides actionable insights to transform your approach...

Join us this Wednesday for a new episode where Roger discusses using questions to build your authority in the marketplace with Nikki Rausch.

Join us as we revisit this conversation from 2021! Imagine offering bookkeeping services on the side, over weekends and weeknights, and having the success to replace the day job income and then deciding to not only do it full-time but also now work to replace your spouse's income and bring them home to be with the family.  DONE, Tiffani did that and so much more!  It was because of the freedom and...

In this episode of Building the Premier Accounting Firm, Roger Knecht and Josh Davis discuss building and selling a logistics company, the crucial role of accounting in business valuation, and key strategies for scaling. Josh, who runs acquisitions consulting office JL Davis Enterprises, shares his framework for growth, focusing on people, systems, and performance, and offers advice on navigating...

Join us this Wednesday for a new episode where Roger discusses Work / Life Intergration with Josh Davis.  

Join us as we revisit this conversation from 2021! Hear how April started her journey into business and how it was influenced by her faith in God which ultimately blessed her life in unexpected ways. Each of us have unique stories to share and April's is amazing and faith promoting. Are you listening to your inner voice? Learn what she has done with confidence to define her offer is such a way tha...

Welcome to another episode of Building the Premier Accounting Firm. Today Roger Knecht and tax expert Michael Uadiale discuss strategic tax planning for business owners, moving beyond basic tax preparation to proactive wealth building. This episode reveals how to legally minimize tax liabilities and achieve financial freedom through expert tax strategies and dedicated client relationships. In This...

Join us this Wednesday for a new episode where Roger discusses a range of topics with Michael Uadiale.  

Roger Knecht and Mary Delaney, CEO of Karbon, discuss the cultural shift of AI in accounting. Learn how to leverage AI-powered accounting software and transform your firm's operations. This episode offers practical advice for accounting professionals looking to build premier firms and embrace technological advancements. In This Episode: 00:00 Introduction to Karbon & AI in Accounting 04:03 AI: A C...

Join us this Wednesday for a new episode where Roger discusses AI for accountants with Mary Delaney.  

Join us as we revisit this conversation from 2021! Stacey and Roger have a great discussion to remove some of the fog surrounding marketing and sales efforts to grow your business and get the clients you deserve.  As accountants we can track out efforts, the Return On Investment (ROI) based on time and money, so what should we be doing? From prospecting efforts to referrals, this is a thought-prov...

Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Deneen Dias discuss the evolution of accounting, focusing on Client Advisory Services (CAS) and the strategic shift from traditional bookkeeping to high-value advisory. Learn how your firm can embrace technology, particularly AI, to scale operations, enhance client relationships, and drive recurring revenue...

Join us this Wednesday for a new episode where Roger discusses embracing AI and CAS with Deneen Dias  

Join us as we revisit this conversation from 2021! Think of it, finishing college, working within the community, and then starting your accounting business. Trokon shares with Roger what it took to get the confidence and competence to start the accounting business.  He points out the 3 things that made the difference to insure his success in the first year.  It's like a franchise without the royal...

Roger Knecht talks with David Wachs, founder of Handwrytten, about the unexpected power of personalized, robotic handwritten notes in an increasingly digital world. Learn how this unique approach to communication can build stronger client relationships, enhance marketing efforts, and ultimately elevate your accounting firm's brand to a luxury service. In This Episode: 00:00 Introduction to Handwry...

Join us this Wednesday for a new episode where Roger discusses the power of handwritten notes with David Wachs.  

Join us as we revisit this conversation from 2021! This is an episode you don't want to miss.  Tyler has a fascinating story to share.  From the stable corporate job to joining the wife in her accounting business. Roger and Tyler have so much to cover as they discuss: Developing a virtual accounting business, never meeting the client and many of the staff in person but working with them remotely P...

In this episode of Building the Premier Accounting Firm, Roger Knecht and guest Matt Putra discuss the critical differences between budgeting and forecasting in accounting, emphasizing data-driven decision-making for e-commerce businesses. They explore how financial management, including KPIs and cash flow strategies, helps fast-growing consumer brands optimize profitability and scale effectively,...