Rewind : Are We Really Helping Our Clients? w/ Geraldine Carter
Building the Premier Accounting Firm
Release Date: 04/12/2025
Achieve Your Goals: Train Your Brain for Peak Performance w/ Robb Zbierski
Building the Premier Accounting Firm
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...
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Rewind : Are you Wired for Success w/ Erin Moger
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Listen in as Roger and Erin discuss the psychology that can frustrate our efforts to be successful and profitable in business. Consider the things so many of us do that sabotage our individual success and learn the formula to help make profit deliberate and intentional. Dream big enough and start small enough to experience success – baby steps 😊 Erin has worked with accounting professional over the years to know what it takes emotionally and practically to help business owners make profit a priority. Learn about the 5 plates...
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5 Key Words to Find Accounting Success w/ Becky Kemp
Building the Premier Accounting Firm
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...
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This Week on BPAF : Becky Kemp
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses the power of words with Becky Kemp.
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Rewind : Becoming a Business Coach
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Working with business owners often presents opportunities to educate and perhaps inspire. But what does this look like in a professional setting, in fact in a more formal relationship that may involve compensation? Learn the levels that exist for accounting professionals to offer more than quality accounting services. Consider becoming a: Mentor Advisor Consultant Coach See what you can do to benefit from each as well as offer each of these services to build the premier accounting business in your area. Your Host: ,...
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Tech Stack Secrets to Build a Profitable Accounting Firm w/ Randy Johnston
Building the Premier Accounting Firm
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...
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This Week on BPAF : Randy Johnston
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses technology with Randy Johnston
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Rewind : Relationship Selling With Confidence w/ Clay Neves
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Selling accounting services can be a challenge, in fact frustrating, but it doesn’t need to be that way. Listen in as Clay and Roger discuss some essential elements of the process that can make it easier and more effective for you as you work to bring on new clients. There are some key parts of the meeting with a potential client that you don’t want to miss. Also take advantage of some free resources Clay shares that are available to our listeners that you don’t want to miss. It’s time to confidently market and sell your...
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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
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