Building the Premier Accounting Firm
A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Client On-boarding, Client Relations & Retention, etc. This podcast will help you become an Accountrepreneur, to work ON your business with advice from the experts.
Episodes
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 have a plan", there's this opportun...
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-making for SMBs. Learn ...
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 business and the successes that followed. ...
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 Episode:
...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...
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.
In Thi...
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 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.
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 and professionally. He is spot on!
...
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 strategi...
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 Rog...
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 accountabilit...
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 ex...
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...
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