Rewind : Becoming a Progressive Accountant w/ Twyla Verhelst
Building the Premier Accounting Firm
Release Date: 04/19/2025
This Week on BPAF : Michelle Weinstein
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses how to stop undercharging in your firm with Michelle Weinstein.
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Rewind : R&D Tax Credits for Clients w/ Adam Farnsworth
Building the Premier Accounting Firm
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 opportunity and I know what I’m doing? As accounting professionals, it makes sense we’d create the business plan & proforma. But what...
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5 Steps to Building Client Trust in Accounting w/ Shady Abboud
Building the Premier Accounting Firm
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 how a niche in e-commerce can boost success. In This Episode: 00:00 Welcome Shady 01:31 Shady’s Entrepreneurial Journey to Accounting 05:36 The Strategic Accountant’s...
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This Week on BPAF : Shady Abboud
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses differences between bookkeeping and CFO adisory services with Shady Abboud.
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Rewind : From Cab Driver to Successful Tax Professional w/ Steve Moskowitz
Building the Premier Accounting Firm
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. This is a journey you need to hear. Listen for how you can also become a professional and accessible as a tax preparer, it’s what our clients...
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Grow Your Firm to $5M: The Shift from Hustle to Leadership w/ Brad Farris
Building the Premier Accounting Firm
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: 00:00 Welcome Brad Farris, Expert on Scaling 02:04 Building Trust with Clients 03:02 From Hustle to Leadership 05:12 The High of Spinning Plates 08:02 Identity Shift: From Doer to Enabler 12:44...
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This Week on BPAF : Brad Farris
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses finding balance between work and life with Brad Farris
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Rewind : Going Beyond Bookkeeping Services w/ Shannon Beck
Building the Premier Accounting Firm
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 you bring to the relationship and what suggestions do you offer? Moving beyond bookkeeping, accounting to offer CFO related advisory and coaching services is a continuous and deliberate...
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Accountant to CFO: Transform Your Firm with Advisory Services w/ Rusty Fulling
Building the Premier Accounting Firm
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 This Episode: 00:00 Introduction to Rusty Fuling’s Expertise 03:08 Defining CFO & Advisory Services 07:23 Confidence in Advisory: Lessons Learned 11:14 Beyond Numbers: Making an Eternal...
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This Week on BPAF : Rusty Fulling
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger has a great conversation with Rusty Fulling.
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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?
Listen as Twyla and Roger discuss these questions and so much more as they consider the things that can be offered to provide quality accounting services.
For example, do you provide for your clients a safe environment to explore the opportunities the business has?
The future is bright for the accounting profession.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Twyla Verhelst
Twyla Verhelst lives and breathes accounting. As a CPA, tech entrepreneur, and now leader of the Accounting Professionals Program at FreshBooks, she’s working to empower accounting professionals with the tools they need to thrive, as well as helping them discover their most valuable tool — their authentic self.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
FreshBooks, the #1 accounting software in the cloud, designed exclusively for freelancers and growing service based business owners. The Accounting Professionals Program (APP) is designed to connect innovative firm owners with both the FreshBooks platform and our business customers. Underpinning it all is what we call a collaborative accounting approach.
Offers:
Get a FREE copy of a 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:
Invitation to join the FreshBooks The Accounting Professionals Program (APP)
- FreshBooks invites you to join their new Accounting Professionals Program. Accounting Partners become FreshBooks Certified and receive Partner benefits including referral bonuses, exclusive discounts, addition to the directory, dedicated support and more! Additional information can be found here: freshbooks.com/accountants
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