Rewind : Are We Really Helping Our Clients? w/ Geraldine Carter
Building the Premier Accounting Firm
Release Date: 04/12/2025
Tax Planning: Maximize Client Value, Expand Services w/ Kirstin Reeder
Building the Premier Accounting Firm
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...
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This Week on BPAF : Kirsten Reeder
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses tax planning with Kirsten Reeder
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Rewind : Becoming a Progressive Accountant w/ Twyla Verhelst
Building the Premier Accounting Firm
As we work with our clients, do they see us as forward thinking? Are the meetings with us inspiring and engaging to help them use the accounting information they are receiving to make well informed business decisions? Are we leveraging technology to provide our clients the cutting edge services that will help us stand out as the premier accounting service?
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Accidental CFO? How Charles Leikauf Escaped the Corporate World
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Charles Leikauf, known as the accidental fractional CFO, about transitioning from corporate finance to helping accounting firms offer CFO services. They discuss key strategies for marketing, pricing, and delivering high-value CFO services, plus how to avoid scope creep and build client relationships. Key Takeaways: 👂 Listen to your spouse: Their insights can lead to unexpected opportunities. 💼 Clearly define your CFO services: Focus on cash flow, capital, and business model improvements. 🚫...
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This Week on BPAF : Charles Leikauf
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses fractional CFO with Charles Leikauf.
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Rewind : Are We Really Helping Our Clients? w/ Geraldine Carter
Building the Premier Accounting Firm
Roger and Geraldine each have a similar belief when it comes to working with accounting clients.
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Marketing vs. Sales: Where Accountants Go Wrong w/ Kenny Harper
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, Kenny Harper of Growth Amplifiers joins Roger Knecht to discuss the nuances of marketing and sales, emphasizing the importance of niching, understanding the customer journey, and sharing value to attract and retain ideal clients for accounting, bookkeeping, and tax businesses. Kenny shares actionable strategies to amplify your firm’s reach and impact. Key Takeaways: Understand the distinction between marketing (attracting ideal clients) and sales (helping clients achieve their goals). Share the full range of your services with...
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This Week on BPAF : Kenny Harper
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses marketing and sales with Kenny Harper
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Rewind : Life Changing Moments That Make Us Pivot w/ Veronica Sagastume
Building the Premier Accounting Firm
For some starting an accounting business is out of necessity. Perhaps it is unexpected or even wanted but when life happens we sometimes need to make the most of the situation. With that in mind listen as Veronica shares her story and how she can look back with gratitude.
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5 Steps to Financial Transparency in Your Business w/ Greg Kyte
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht sits down with guest Greg Kyte to explore the intricacies of fractional CFO work, fraud prevention, and the unexpected intersection of accounting and comedy. Greg shares his unique career journey and provides actionable insights for accounting professionals looking to protect their clients and enhance their service offerings. Key Takeaways in This Episode: ✅ Prioritize transparency and accountability in all financial dealings to build trust with clients and prevent fraud. 🏢 Implement robust internal controls,...
info_outlineJoin us as we revisit this conversation from 2020!
Roger and Geraldine each have a similar belief when it comes to working with accounting clients.
Are we really giving the business owners timeline information to help them make more informed business decisions? The passion they both have to help business owners is obvious.
Listen in and see what more you can do to help improve client relations and retention while getting paid what you are worth as an accounting professional. It all starts with pricing; do you see value in the services you offer? It is not the task but rather the value we bring to our clients.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Geraldine Carter
Geraldine Carter is the founder of She Thinks Big Coaching, where she helps CPAs get out of the accounting rut. Her clients routinely double their margins in 12 months or less while working fewer hours. Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in Sun Valley, ID.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are must have additions to every accountant’s library to provide the value clients look for today:
- “in the BLACK, nine principles to make your business profitable” – e-book
- Pricing Strategies for accounting professionals
Geraldine also offered her PDF: “Different Pricing Methodologies for CPA’s” – get your copy now.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com
or call us at 801.265.3777