Building the Premier Accounting Firm

In this week's episode, Roger Knecht speaks to Michael Jones on cash flow, providing great quality products or services and building a relationship with your clients or customers. Michael gives tips on how to come up with policies in the business to help come up with solutions or reforms for the issues encountered in business while handling clients.  Michael also talks about mental health awaressn...

In this week's episode, Roger Knecht speaks to Josh Fonger on some insights regarding coaching from a practical level.  Josh points out the benefit of hiring people to do some of the work they are experienced in so you as the business owner can focus on more revenue producing things or what you enjoy doing. This helps  grow a company and through systems liberate ourselves from the day-to-day opera...

In this week's episode, Roger Knecht and  Iilens Dort discuss how business is about people, helping people, improving people and making people better. They point out how people are  resources in business  that need to be leveraged and inspire them to be great leaders. Individuals are a great asset in our business and lives hence why it is important to be good to people.  Dort speaks of the need to...

In this week's episode, Roger Knecht speaks to Chris on using technology to improve your business. Technology can be overwhelming for some individuals but getting to understand the best timing to implement it in the business and using the right one makes a great difference. Chris explains the different software applications that you can adopt to efficiently do your work and be that hero who brings...

In this week's episode, Roger Knecht speaks to  Melanie Power and Andrew Robertson, founders of the global movement for bookkeeper revolution. Melanie is well known for her role at Xero as the head of bookkeeping and growing her own practice to 120 clients in a year. Andrew is a chartered accountant who has transitioned his own mid tier accounting firm from compliance to advisory work tripling his...

Roger and Joe discuss things  you can do in business to make sure you are going  beyond just providing financial reports but literally stepping into your clients world and helping them do things that can ultimately help them with succession planning.    Learn about the six disciplines of advisory from this conversation Financial advisory Technology advisor Operational advisor Knowledge advisor In...

Roger is happy to bring Mitchell Levy back to the podcast for another timely discussion.  They cover a variety of topics beginning with a subject we each need to consider both personally and professionally, the need to bring creditability to the relationships we have. After hundreds of discussions with successful and influential business leaders, Mitchell shares some of his observations and insigh...

This is easily something we should discuss more often and it's time we do it now.  Listen in as Roger and Hossein discuss the benefits afforded the accounting profession when using technology along with the areas of concern we don't want to forget. They address both the why and how we should be securing our client data.  Of course we try to use technology to work efficiently but we also should con...

As accounting professionals, we are fortunate to see the success of our clients.  They individually see their wealth increase but what can we do to help them manage that success.  Now that the business owner is profitable what should they be doing with those monies? Listen in as Manos and Roger discuss various options that we can introduce to help them legally limit their tax liabilities, plan for...

"Nothing happens until you make a sale" or get a client.  Regardless of how good we are at the services we offer, without paying clients it doesn't matter. Listen in to this great conversation that Nate and Roger have to address issues and strategies surrounding online marketing to get the leads you need and how to then nurture them to become paying clients. Tax Marketing sounds great but too ofte...

Let's take a moment and discuss FEAR.  We can define it but more importantly concur it with preparation.  "If ye are prepared ye shall not fear." D&C 38:30 But how does this apply to an accounting business, you'll understand, just listen in as Roger and Shane discuss it and the 4 things every accountant should address when running the business. They will also cover things such as: Why "purpose" ma...

It's time we talk about us individually, as business owners, entrepreneurs, but also the personal side that we also need to acknowledge as we run the business and work with others. Roger and Ted have an in-depth conversation that covers a variety of topics we all need to consider.  For example, as business owners, an Accountrepreneur, are we coping well with the related stresses?  What self-talk a...

This is a conversation that everyone will be able to relate to.  Roger and Melissa keep it professional but will also make this personal.  We each have destructive stigmas that we deal with that hold us back, especially when it comes to money.  In fact, everyone has a unique money story. As accounting professionals are we inspiring and empowering our clients to be financially successful? It's not...

Okay, this is a conversation that covers some good ground ranging from forecasts, planning, and analytics, to starting a business, technology and so much more. Yes, Roger and Martin are going to cover it all. For example, you'll learn the 3 big questions you need to consider when drafting a forecast: How big can this thing get? What does it take to do that? What are the levers to pull to make it h...

This is a story of a personal and professional journey which come together nicely.  Consider the thought that we are either working to live or living to work.  Listen as Scott and Roger review choices made and how we are each finding our path, identifying our passion and purpose and then hopefully living in alignment with it!  Trust us, it's a discussion you don't want to miss. Life is a journey a...

Let's start this discussion with the sign so many of us see everywhere we go, "Now Hiring".  It's affecting our clients and impacting our own ability to grow the business but there are options. Among the things discussed in this episode, Melanie and Roger will address the idea of outsourcing and using remote workers to grow the business.  Listen and consider the topics covered and see what this ma...

This is a conversation with a friend and successful business owner, in fact the master networker or as some may say, "match maker". Listen as Dan and Roger discuss the principles of effective marketing.  You'll here topics such as don't "Rush Rush", "wherever you are, be there" and so much more You're going to hear how you can best master group networking dynamics to make the best use of your time...

As accounting professionals the idea of creating or using forecasts or budgets to manage a business is not heard of but financial modeling takes it all to another level.  Using Dynamic Models we can more confidently plan for the future and help our clients make more informed business decisions. Listen as Roger and Ian discuss the best practices as well as the common mistakes to avoid. This is a fu...

Alright, you've heard about the 30 or 60-second commercial but would you like to hear from the Pitch Queen how to do them right and with passion and energy.  Of course, you do.  Now is the time to "represent" and bring the spice to the things you say that describes you, your services as well as what you bring to benefit the client. It's time to learn the 6 types of pitches from the one and only Pr...

Thank you listeners for helping us reach this milestone!  Many more episodes to come.

What are some of the additional services that accounting professionals can offer to complement the compliance work we do? Listen as Roger and Jeff discuss how a 1031 Exchange is a perfect solution for many and one that accountants can help facilitate.  This is one service that is a value add that we can charge accordingly. Learn what, when and how a 1031 Exchange is beneficial to some of our clien...

When running a successful accounting business there are many tasks needing our attention.  What process can be done to best organize and prioritize each task to know which needs attention to improve the business. Listen as Roger shares best practices and lessons learned after speaking with other successful owners of accounting businesses to understand what you can do to have the premier accounting...

Our personal perspective on life, events and people affects us in profound ways. The attitude we bring to business impacts our interactions with potential clients, relationships with clients and employees. I'd like to share the presuppositions I learned early in my career that shaped my view of the world, those I interact with in it and the experiences I have.  These presuppositions have helped me...

This is a transparent look into the advisory / consultative business model that many would like to offer in addition to the quality accounting services currently given.  Listen as Roger shares such things as the client experience, the services offered, best practices and so much more to help accounting professionals understand their role providing advisory services. Imagine applying this these pri...

For more than 20 years this same conversation has happened with accounting professionals again and again as they consider and then start their new business.  Listen in as Roger covers the common questions and gives advice to help avoid the challenges many face. There is a Turnkey Process to start and build the premier accounting firm.  Topics addressed include: Why Start How to Start What Services...