Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses budgeting and why most forecasts fail with Matt Putra.  

Join us as we revisit this conversation from 2021! Beyond the work we do and the accounting reports we create we need to find out and understand how useful the information is to our clients.  Think about it.  What are they really paying us for?  In fact, what are we doing to generate for them a 5 Star Experience? Roger and Tyler have an interesting discussion that we each should consider as we rem...

Roger Knecht and Michelle Weinstein discuss how accounting professionals can overcome undercharging, set firm boundaries, and increase revenue. Learn strategies to value your expertise and implement sales processes for a thriving accounting firm. In This Episode: 00:00 Introduction to Michelle Weinstein 01:10 Michelle's Career Journey & Lessons 06:05 The Birth of The Abundant Accountant 09:50 Stop...

Join us this Wednesday for a new episode where Roger discusses how to stop undercharging in your firm with Michelle Weinstein.  

Join us as we revisit this conversation from 2021! Do you know the 4-part questions to use to determine if someone qualifies for the R&D tax credit? This conversation with Adam and Roger is going to be enlightening both personally and professionally.  I'm sure you'll get some great notes from this. Also, how many of this have said to our spouse "Heh Hon, I'm going to start a business, "trust me I...

Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center. Today, Roger sits down with Shady Abboud, to discuss his unique path into accounting, blending entrepreneurial experience with finance expertise. Shady highlights the distinction between bookkeeping and CFO advisory services, emphasizing the strategic role of a CFO in business growth and decision-m...

Join us this Wednesday for a new episode where Roger discusses differences between bookkeeping and CFO adisory services with Shady Abboud.

Join us as we revisit this conversation from 2021! Do we really understand the purpose of the US tax code?  Often our clients are frustrated with the laws and how it affects them individually. Can you explain to them why it is and how they can legally minimize their tax liability?  Steve & Roger have an informative and fun discussion about starting a tax career, the struggles opening a tax busines...

In the latest episode of Building the Premier Accounting Firm, host Roger Knecht and business coach Brad Farris discuss how accounting firm owners can scale their business beyond the $1-2 million mark by shifting from hustle to leadership. They explore overcoming workaholism, delegating effectively, and finding fulfillment outside daily operations to build a premier accounting firm. In This Episod...

Join us this Wednesday for a new episode where Roger discusses finding balance between work and life with Brad Farris  

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...

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...

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 opp...

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. In This Episode:...

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 a...

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 episo...

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 dra wn 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 principl...

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 communica...

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...

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. In This Episode: 00:00 Introduction to Pricing with Purpos...

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...