Building the Premier Accounting Firm-logo

Building the Premier Accounting Firm

Business & Economics Podcasts

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.

Location:

United States

Description:

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.

Language:

English


Episodes
Ask host to enable sharing for playback control

The 6 Buckets: Master Cash Flow Discussions with Business Owners w/ Mike Milan

7/2/2025
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. Key Takeaways: 🗣️ 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-playing to effectively deliver cash flow advisory services. 🌱 Invest time in learning new skills to adapt to the evolving accounting profession. Behind the Story: Mike Milan’s approach combines his experience as a state trooper, using de-escalation techniques, with insights from psychology observed from the show “Hoarders,” enabling him to connect with business owners and guide them toward better financial decisions. His “Clear Path to Cash” framework trains accounting professionals to confidently identify and address cash flow issues, turning compliance into commitment. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here. About Cash Flow Mike: Let’s face it—tax season is about the past. You're filing reports, closing books, and looking in the rearview mirror. But the most valuable advisors? They’re not stuck in the past—they're helping clients build the future. That’s where Clear Path To Cash comes in. It’s the system designed specifically for accountants and bookkeepers who want to deliver real advisory value—without guesswork. With on-demand courses, live training, and a powerful cash flow app, you’ll learn how to uncover hidden cash, guide better decisions, and close more high-value deals—all by simplifying the way you talk about financials. And right now, just for GrowCon listeners, you can try any membership level FREE for 30 days. Just use the promo code UAC25FREE at checkout. So stop looking backward—start leading forward. Visit CashFlowMike.com and enter UAC25FREE to unlock your free trial today. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Free eBook Download of The 7 Minute Conversation. https://cashflowmike.com Use Discount Code UAC25FEE to get a free 30-day membership https://cashflowmike.com/pricing Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating...

Duration:00:41:10

Ask host to enable sharing for playback control

This Week on BPAF : Mike Milan

6/30/2025
Join us this Wednesday for a new episode where Roger discusses uncovering hidden cash flow with Mike Milan

Duration:00:00:51

Ask host to enable sharing for playback control

Accounting Firm HR: Stop Pushing Paper, Prioritize People w/ Rhamy Alejeal

6/25/2025
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. Key Takeaways: 🔎 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 improve business operations and employee satisfaction. 🤝 Develop people processes to empower employees to make decisions aligned with company culture. 🚀 Partner with HR professionals to streamline processes, enhance employee performance, and increase firm profitability. Behind the Story: Rhamy Alejeal shares his journey from economics and insurance to becoming a leading provider of HR solutions. He explains how he helps businesses scale by focusing on people processes, data-driven insights, and creating a culture where employees make decisions aligned with the company’s values, Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here. About keepful® : Let’s be honest—most of us didn’t become bookkeepers or accountants to spend hours learning marketing systems and chasing leads. We did it to serve clients and build a business we love. But what if you could get better clients without the marketing overwhelm? That’s exactly what keepful® does. It’s the all-in-one marketing system built specifically for bookkeepers and accountants—and it works 24/7 behind the scenes to bring in leads, book consultations, and automate follow-ups. You get a professional website, branded consultation page, and follow-up automations—all tailored to your business. No more duct-taping tools together or hiring expensive marketing teams. If you want to grow your firm with ease and attract better clients without doing more work, go check out keepful today at keepful.com. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Elevate Your Services: HR Partnership Program for Finance Professionals: https://peopleprocesses.com/partnerprogram/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your...

Duration:00:51:35

Ask host to enable sharing for playback control

This Week on BPAF : Rhamy Alejeal

6/23/2025
Join us this Wednesday for a new episode where Roger discusses how to scale and grow with Rhamy Alejeal.

Duration:00:00:31

Ask host to enable sharing for playback control

Values Over Profit? The Accounting Paradox w/ Ingrid Edstrom

6/18/2025
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. Key Takeaways: ✅ 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 resonate with like-minded clients and build a community. 🌱 Cultivate a “giver’s gain” mindset to create reciprocal relationships that benefit all parties involved. 🚀 Attend industry conferences to stay updated on technology, network with peers, and share your expertise. Featured Quotes: “Thought leaders are the ones making stuff up. That’s what makes them thought leaders.” - Ingrid Edstrom “We need to treat each other as humans first… We attract the people to us that we want to invest our time with by being our full, true, authentic selves.” - Ingrid Edstrom “The last human freedom is our ability to choose our attitude in any situation.” - Viktor Frankl, quoted by Ingrid Edstrom Behind the Story: Ingrid Edstrom’s journey began with a desire to help struggling small businesses in her community. Frustrated by a lack of recognition and a toxic work environment, she started her own bookkeeping business during the 2008 market crash. Through networking, embracing technology, and staying true to her values, she transformed her practice and became a recognized thought leader in the accounting profession. Her story emphasizes the importance of building genuine relationships, aligning values with business practices, and staying authentic in a competitive industry. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here. About People Processes: You’re the expert in financial strategy—but when clients come to you with payroll and HR issues, you shouldn't have to carry that burden alone. That’s where UAC’s preferred HR partner, People Processes comes in. People Processes partners with accountants and bookkeepers to provide compliant, scalable HR solutions for your clients—so they avoid misclassification mistakes, payroll tax penalties, and labor law violations. People Processes is offering UAC students and alumni exclusive partnership benefits, including a doubled first referral bonus. Learn more or join their referral network at https://peopleprocesses.com/growcon/. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Come check out the Accounting Alchemy Network at http://AccountingAlchemy.net. We have amazing discussions and education around how accountants can live our values through our work, creating and being the change you want to see in the world. All of our offerings are free, and we would love for you to join the conversation. Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from...

Duration:00:47:23

Ask host to enable sharing for playback control

This Week on BPAF : Ingrid Edstrom

6/16/2025
Join us this Wednesday for a new episode where Roger discusses networking and conferences with Ingrid Edstrom

Duration:00:00:35

Ask host to enable sharing for playback control

3 Interview Hacks to Hire Accounting All-Stars w/ Mark Herschberg

6/11/2025
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. Key Takeaways: 💡 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 Negotiated Agreement). 🌱 Support employee career development by fostering open conversations, recognizing that career paths may diverge, and providing opportunities for skill enhancement. 🗣️ Define required communication skills specifically (written, verbal, presentation) in job descriptions and assess them accordingly during interviews. ⚖️ Distinguish between leadership and management, understanding that leadership sets the vision while management focuses on tactical execution. Featured Quotes: Mark Herschberg: “Nobody ever managed men into battle.” Mark Herschberg: “Jobs are short, careers are long.” Mark Herschberg: “You don’t negotiate against someone. You negotiate with someone because the two of you together are crafting a deal that you both want and find better than not having a Take Action: Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here. About Cash Flow Mike: “Let’s face it—tax season is about the past. You're filing reports, closing books, and looking in the rearview mirror. But the most valuable advisors? They’re not stuck in the past—they're helping clients build the future. That’s where Clear Path To Cash comes in. It’s the system designed specifically for accountants and bookkeepers who want to deliver real advisory value—without guesswork. With on-demand courses, live training, and a powerful cash flow app, you’ll learn how to uncover hidden cash, guide better decisions, and close more high-value deals—all by simplifying the way you talk about financials. And right now, just for GrowCon listeners, you can try any membership level FREE for 30 days. Just use the promo code UAC25FEE at checkout. So stop looking backward—start leading forward. Visit CashFlowMike.com and enter UAC25FEE to unlock your free trial today.” Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get the free Brain Bump app at https://brainbumpapp.com and a number of free resources at https://www.thecareertoolkitbook.com/resources Summaries and highlights from books and podcasts Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what...

Duration:00:38:23

Ask host to enable sharing for playback control

This Week on BPAF : Mark Herschberg

6/9/2025
Join us this Wednesday for a new episode where Roger discusses hiring and negotiation with Mark Herschberg.

Duration:00:00:31

Ask host to enable sharing for playback control

Get Paid What You’re Worth through Nonprofit Accounting w/ Jeremy Van Groll

6/4/2025
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. Key Takeaways: 🔍 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 with your values and client missions. 🌱 Emphasize Teamwork: Foster a sense of partnership and collective success within your team and with your clients. 📚 Continuous Learning: Stay updated on industry-specific knowledge and trends to provide valuable insights to your clients. ⚖️ Prioritize Work-Life Balance: Create a flexible work environment that values family and personal time for your team. Featured Quotes: “The nonprofits and their leaders are the heroes, and we’re the sidekick. We’re going to make you guys shine.” - Jeremy Van Groll “If you’re going to go down this path, the business needs to be an extension of you.” - Jeremy Van Groll “Accounting success is universal.” - Roger Knecht Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here. Sponsors: Keepful®: Let’s be honest—most of us didn’t become bookkeepers or accountants to spend hours learning marketing systems and chasing leads. We did it to serve clients and build a business we love. But what if you could get better clients without the marketing overwhelm? That’s exactly what keepful® does. It’s the all-in-one marketing system built specifically for bookkeepers and accountants—and it works 24/7 behind the scenes to bring in leads, book consultations, and automate follow-ups. You get a professional website, branded consultation page, and follow-up automations—all tailored to your business. No more duct-taping tools together or hiring expensive marketing teams. If you want to grow your firm with ease and attract better clients without doing more work, go check out keepful today at keepful.com. Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: To Connect with Jeremy or interested in his services: https://www.nonprofitbookkeeping.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic...

Duration:00:46:48

Ask host to enable sharing for playback control

This Week on BPAF : Jeremy Van Groll

6/2/2025
Join us this Wednesday for a new episode where Roger discusses culture with Jeremy Van Groll

Duration:00:00:43

Ask host to enable sharing for playback control

Are Podcasts the Future of Marketing for Accountants? w/ Christina Lenkowski

5/28/2025
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. In This Episode: 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 Compelling Guest Pitch 21:56 Creating Engaging Offers for Podcast Audiences 25:36 Maximizing Podcast Listening Experiences Key Takeaways: 🎯 Target ideal clients by tailoring podcast topics to specific niches within the accounting industry. 🎧 Utilize podcast guesting to shorten the sales cycle and build trust with potential clients through extended exposure. 🔄 Repurpose podcast content into blog posts and social media snippets for evergreen marketing. 🔗 Create dedicated landing pages with clear calls to action to capture leads from podcast listeners. 🗣️ Focus on providing value and education during podcast appearances, positioning yourself as an authority without giving away all your secrets. Featured Quotes: Christina Lenkowski: “People want to be consuming their media when they’re on the go.” Christina Lenkowski: “Service over self promotion.” Roger Knecht: “You can repurpose this [content] indefinitely. It’s evergreen.” Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your authority as an accounting professional and market your services more effectively, call 435-344-2060 or schedule an appointment to connect with Roger’s team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Understanding your publicity https://www.publicityxchristina.com/quiz-landing-page Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or...

Duration:00:35:46

Ask host to enable sharing for playback control

Fix Your Sleep Debt: Ultimate Guide for Business Owners w/ Dr. Bijoy John

5/21/2025
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. Key Takeaways: ⏰ 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 visits. 😴 Recognize signs of sleep disorders and seek professional help when needed. 🛌 Invest in a quality mattress to address physical discomfort that may hinder sleep. Featured Quotes: Dr. John: “Sleep and mental health are very, very closely related. In fact, it’s got a bidirectional relationship where when you sleep better, you’re less anxious and when you’re less anxious, you sleep better.” Dr. John: “A bedroom is for sex and sleep in that order. Then everything else has to be outside.” Behind the Story: Dr. John shares his personal journey overcoming sleep struggles and emphasizes the societal undervaluation of sleep, highlighting the impact of misinformation and the importance of recognizing individual sleep needs. He also touches upon “sleep divorce,” the phenomenon where couples sleep separately to improve individual sleep quality, and provides insights on how this affects relationships. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm, the podcast for owners of bookkeeping, tax preparation, and accounting businesses. For more information Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Nobody’s Sleeping book: https://a.co/d/iQbOZhV https://sleepfixacademy.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you...

Duration:00:50:09

Ask host to enable sharing for playback control

This Week on BPAF : Dr. Bijoy John

5/19/2025
Join us this Wednesday for a new episode where Roger discusses sleep with Bijoy John.

Duration:00:00:31

Ask host to enable sharing for playback control

Achieve Your Goals: Train Your Brain for Peak Performance w/ Robb Zbierski

5/14/2025
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. Key Takeaways: 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 focus your subconscious mind on achieving them. Rewire your brain by replacing negative self-talk with positive affirmations and visualizations. Embrace the concept of turning stumbling blocks into stepping stones by focusing on core values. Featured Quotes: Robb Zbierski: “Our brains are hardwired to focus on negativity, urgency and complexity, complacency. And that tends to show up in self talk.” Zbierski: “You can always get into the rut on your own, but you need help to get in the groove.” Roger Knecht: “Live life with curiosity and gratitude. That’d be a great place to start.” Behind the Story: Rob Zerbinsky shares his journey from the bicycle industry to becoming a mindset expert, detailing how he learned to master his own mind and help others do the same. The conversation reveals the surprising power of perspective, goal clarity, and consistent mental conditioning to overcome the self-sabotaging tendencies of the human brain. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm. For more information on how you can shift your mindset to run your business more effectively, call 435-344-2060 or connect with Roger’s team here: https://calendly.com/uac-certification-enrollment/career-success?month=2025-05. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get access to the blueprint: https://wfm90606.infusionsoft.app/app/orderForms/Train-Your-Brain-For-Success-Blueprint-Foundational-Package Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom,...

Duration:00:41:54

Ask host to enable sharing for playback control

5 Key Words to Find Accounting Success w/ Becky Kemp

5/7/2025
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. 🚀 Key Takeaways: 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 and professional growth through mentorship, conferences, and self-reflection. 📚 Be intentional with self-talk and daily choices to cultivate a positive mindset. 💬 Featured Quotes: “Change your words and you can change your story.” – Becky Kemp 🗣️ “Thoughts become things.” – Roger Knecht 💡 “Anything of value takes work.” – Becky Kemp’s Husband 👨‍👩‍👧‍👦 Behind the Story: Becky Kemp’s journey began with a personal quest to overcome depression and anxiety. This led her to explore the profound impact of words, ultimately inspiring her to launch a T-shirt business with positive affirmations, become a certified life coach, and write “The Word Effect.” Her insights blend personal experience with practical advice, emphasizing the importance of self-awareness and intentional action in achieving success. 🔑 Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Free Gift: The One Word Way eBook Unlock the power of intentional language with The One Word Way! Discover three simple words you can leverage today to break free from feeling stuck and start moving forward with clarity and confidence. Download your free copy now at www.becomingwithbecky.com and begin creating momentum—one word at a time! Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook...

Duration:01:27:07

Ask host to enable sharing for playback control

This Week on BPAF : Becky Kemp

5/5/2025
Join us this Wednesday for a new episode where Roger discusses the power of words with Becky Kemp.

Duration:00:00:26

Ask host to enable sharing for playback control

Tech Stack Secrets to Build a Profitable Accounting Firm w/ Randy Johnston

4/30/2025
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. Key Takeaways: 💡 Define Your Service Offerings: Determine the specific services your firm will provide (e.g., bookkeeping, tax planning, advisory) to guide your tech stack choices. 🤖 Embrace Integrated AI: Look for platforms that incorporate AI seamlessly to enhance existing workflows and improve accuracy, rather than relying solely on prompt engineering. ⚙️ Optimize Your Tech Stack: Choose a minimal set of tools that effectively address your firm’s needs, focusing on deep expertise and full utilization rather than accumulating numerous underused applications. 💰 Invest Strategically in Technology: Allocate 3-7% of your top-line revenue to technology to leverage its potential for increased profitability and efficiency. 🤝 Prioritize Client Experience: Select client-facing tools that are easy to use and require minimal extra effort from clients, aiming for a seamless and positive interaction. Featured Quotes: “You really need to decide what you’re going to deliver to your clients… What do you want the practice to be first? And that will determine the platform that you should choose.” - Randy Johnston “Be quite cognizant of your offering. Choose the minimum number of tools to get the job done well, but do spend on technology… because it turns out that technology can be a lever for you.” - Randy “Accountants change these types of platforms as often as they change physicians and major world religions. And unless you’re gonna change one of those anytime soon, you may not need to change your platform just to stay up with the times.” - Randy Behind the Story: Randy Johnston’s journey in accounting technology began in the 1970s, witnessing the evolution from paper-based systems to cloud-based solutions and now, AI-driven platforms. His experiences as a designer for major accounting software companies and his deep understanding of the profession’s needs have positioned him as a leading voice in technology adoption and strategic planning for accounting firms. In this episode, he draws on this extensive background to offer practical, forward-thinking advice. Conclusion: Thank you for joining us on another insightful episode of Building the Premier Accounting Firm with Roger Knecht. To implement some of the leading strategies that Randy shared in this episode, connect with Universal Accounting Center’s team at 435-344-2060. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get access to One free CPE Course - https://www.cpetoday.com/ https://www.cpapracticeadvisor.com/resource/podcasts/ https://www.nmgi.com/ https://www.k2e.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” –...

Duration:00:54:10

Ask host to enable sharing for playback control

This Week on BPAF : Randy Johnston

4/28/2025
Join us this Wednesday for a new episode where Roger discusses technology with Randy Johnston

Duration:00:00:43

Ask host to enable sharing for playback control

Tax Planning: Maximize Client Value, Expand Services w/ Kirstin Reeder

4/23/2025
In this episode of Building the Premier Accounting Firm, Kirstin Reeder, founder and CEO of Purple Sapphire Business Solutions, shares her journey from stay-at-home mom to EA, offering specialized bookkeeping and tax services. Discover how she balances family and business, sets boundaries, and leverages networking to grow her firm. Key Takeaways: 🤝 Leverage networking and referrals for client acquisition in bookkeeping and tax services. ⏰ Set clear boundaries and manage scope creep to maintain work-life balance. 💡 Offer tiered tax planning services to cater to different client needs. 🛠️ Utilize automation tools like TaxDome to streamline workflows and improve client communication. Featured Quotes: “I love my job. If I could, I would be probably doing, you know, working 50 to 60 hours a week.” - Kirstin “My life completely changed when I started my business because I was able to surround myself with people who get it.” - Kirstin “There’s a little bit more control over your tax situation when you own a business or have real estate investments or things like that.” - Roger Behind the Story: Kirstin Reeder’s journey into accounting began with a high school class and took a detour through motherhood and homeschooling. Later in life, she found her way back to her passion, becoming an Enrolled Agent and specializing in bookkeeping and tax services for the travel and tourism industry. Her story illustrates the flexibility and opportunities available in the accounting profession, as well as the importance of community and setting boundaries. Conclusion: Thank you for listening to another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can follow in Kirstin Reeder’s footsteps and start a thriving accounting firm of your very own, connect with Universal Accounting Center’s team at 435-344-2060. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: The Tax Pros BFF is in beta mode right now, and we are looking for testers. If you would like to get on our interest list, to either be a beta tester or to receive information about the launch, visit www.taxprosbff.com Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and...

Duration:00:44:28

Ask host to enable sharing for playback control

This Week on BPAF : Kirsten Reeder

4/21/2025
Join us this Wednesday for a new episode where Roger discusses tax planning with Kirsten Reeder

Duration:00:00:31