Rewind : Relationship Selling With Confidence w/ Clay Neves
Building the Premier Accounting Firm
Release Date: 04/26/2025
Rewind : Being Safe & Vulnerable w/ Robyn Mons
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Have you ever asked yourself the question, “am I enough” or “am I deserving”? These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don’t need to persist. Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses. Learn what you can do to be in business for yourself but not by yourself. There is no need to experience this journey alone and feel as if you are re-inventing the process when...
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Accounting Firm HR: Stop Pushing Paper, Prioritize People w/ Rhamy Alejeal
Building the Premier Accounting Firm
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...
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This Week on BPAF : Rhamy Alejeal
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses how to scale and grow with Rhamy Alejeal.
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Rewind : Bringing Passion To The Accounting Profession w/ Cindy Jorgensen
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Take the time to listen as Cindy and Roger discuss the opportunities individuals have as they build their premier accounting firm in their area. Cindy brings a fresh new look to the approach of deciding next steps. She has a contagious personality that is both inspiring and uplifting. With Cindy it is time to think big, to dream big with considering what we can each do to realize our potential. Here what Cindy has to share to shortcut your path to success. Your Host: , president of Our Guest: Cindy Jorgensen Cindy Jorgensen is a...
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Values Over Profit? The Accounting Paradox w/ Ingrid Edstrom
Building the Premier Accounting Firm
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...
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This Week on BPAF : Ingrid Edstrom
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses networking and conferences with Ingrid Edstrom
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Rewind : Embracing the Next Step w/ Adam Syvock
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Everyone starts somewhere as the begin to offer quality accounting services. Listen in as Adam and Roger discuss the journey from starting to ultimately having a successful accounting business. Adam shares his journey and offers suggestions. Also learn about Adam’s niching into the word of cannabis working with both the growers and dispensaries as clients. It’s a whole new world that is both exciting and challenging but well worth it. Hear a few things you can do to offer quality accounting services in an exciting way. Your...
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3 Interview Hacks to Hire Accounting All-Stars w/ Mark Herschberg
Building the Premier Accounting Firm
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...
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This Week on BPAF : Mark Herschberg
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses hiring and negotiation with Mark Herschberg.
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Rewind : Simplifying the Accounting Model for the Entrepreneur w/ Femke Hogema
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Femke returns to discuss with Roger the power of numbers in business. Consider the benefits that come when helping clients manage their businesses with budgets and forecasts. It’s helpful to show clients the consequences of their decisions using a proforma. They also discuss the mental and emotional elements that affect decisions being made in business. Accounting is more than being compliant. It is helping the business owner manage by the numbers to make more informed business decisions as they run their companies. Doing so the...
info_outlineJoin 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 services to get the clients you deserve.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Clay Neves
Clay Neves is a 12-year veteran with Universal Accounting Center and is currently Vice President of Student Enrollment. He has also worked with students throughout the United States and Canada to grow their practices.
As a VP at Universal Accounting, He oversaw the growth of Universal’s seminar channel nearly ten-fold and is now managing the current growth of our enrollment call center.
He has applied the principles from “in the BLACK” and “Red to BLACK” to manage his departments to meet or exceed sales and profit forecasts year after year.
He assisted in the development of our Universal Practice Builder program and creator of his online Sales Academy: Personal Sales Dynamics: Mastering the Fine Art of Relationship Selling, both included now within our Profit & Growth Expert Certification Program.
As a former Chamber of Commerce President, he knows how to help small businesses. With over 35 years of sales ma
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. This is a must have addition to every accountant’s library to provide the value clients look for today:
Text BUILD to 57838 to request my daily Golden Sales Nugget. A 120-character text message that you’ll receive daily that gives you something you can focus on to improve your effectiveness in BUILDing your clientele.
Clay has also offered to email you the P's & Q's questioning sequence we discussed today. Just email him directly at [email protected].
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