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Rewind : A Healthy Relationship With Money w/ Greg Kesten

Building the Premier Accounting Firm

Release Date: 08/23/2025

Build A Standout Accounting Brand w/ Mike Jones show art Build A Standout Accounting Brand w/ Mike Jones

Building the Premier Accounting Firm

In today’s episode of Building the Premier Accounting Firm, Roger Knecht and award winning marketing consultant Mike Jones discuss branding strategies for accounting firms. Discover why identity matters more than just a logo and how to stand out in the accounting industry. In This Episode: 00:00:00 Introduction and Why Branding Matters 00:07:12 Defining Identity and First Impressions 00:15:05 Consistency, Fonts, and Common Mistakes 00:22:00 Social Media, Video, and Audience Targeting 00:30:06 Firm Naming Strategies and Final Advice Key Takeaways: Define your firm’s unique identity beyond...

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Why Early Adopters of AI in Accounting Are Already Falling Behind show art Why Early Adopters of AI in Accounting Are Already Falling Behind

Building the Premier Accounting Firm

Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht explores how artificial intelligence impacts the accounting profession today. Discover practical strategies to adopt AI, protect client data, and maintain essential human skills. In This Episode: 00:00:00 AI in Accounting: Moving Past Early Adoption 00:04:41 Fight, Flight, or Freeze in the AI Era 00:08:33 Remaining the Human in the Loop 00:14:24 Four Practical Steps to Leverage AI Daily 022:17 Overcoming Catastrophism and Staying Relevant 027:36 Preserving Core Accounting Skills and Education Key Takeaways:...

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Fix Messy Books and Grow Advisory Engagements w/ Nancy Benet show art Fix Messy Books and Grow Advisory Engagements w/ Nancy Benet

Building the Premier Accounting Firm

Thank you for joining us for another episode of Building the Premier Accounting Firm. Today, host Roger Knecht and Founder and CEO of Fix-It Accounting Nancy Benet discuss how to scale accounting firms beyond compliance work into advisory services and franchise models. Discover proven steps to overcome business fears, build strategic partnerships, and create clear financial systems. In This Episode: 00:00:00 Introduction and Overcoming Early Business Failure 00:05:25 Transitioning from Solopreneur to Business Owner 00:11:09 Adding Advisory Services and Strategic Partnerships 00:17:39...

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This Week on BPAF : Nancy Benet show art This Week on BPAF : Nancy Benet

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses systems for goreth with Nancy Benet.

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Attract High-End Clients as an Advisor w/ Ann Carden show art Attract High-End Clients as an Advisor w/ Ann Carden

Building the Premier Accounting Firm

Welcome to another episode of Building the Premier Accounting Firm. Today Roger Knecht welcomes Ann Carden to discuss how accounting professionals can stop trading time for money and elevate their practices. Discover strategies to attract high-end clients, position yourself in a category of one, and package high-value advisory services. In This Episode: 00:00:00 Unlocking Hidden Potential in Your Business 00:05:35 Elevating Client Acquisition and Positioning 00:10:10 The Power of Exclusivity and Qualification 00:20:45 Moving Beyond Commodities and Hourly Pricing 00:28:45 Building a Premier...

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This Week on BPAF : Ann Carden show art This Week on BPAF : Ann Carden

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses elevating your business with Ann Carden.

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Beyond Compliance: Scaling High-Impact CFO Services show art Beyond Compliance: Scaling High-Impact CFO Services

Building the Premier Accounting Firm

Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and The CFO Project CEO Dyanna Salcedo discuss how accounting professionals can pivot from traditional compliance work to high-impact CFO advisory services. This episode explores the impact of AI and offshoring on the accounting industry and provides a clear framework for building a scalable, profitable advisory practice. In This Episode: 00:00:00 Introduction to Expert Insights 00:01:38 Defining Accounting vs. Advisory Roles 00:06:42 Scalable CFO Advisory Models 00:13:47 Structuring Successful Client...

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Stop Doing the Books: A Step-by-Step Guide to CFO Advisory show art Stop Doing the Books: A Step-by-Step Guide to CFO Advisory

Building the Premier Accounting Firm

On today’s episode of Building the Premier Accounting Firm, Roger Knecht welcomes guest Jimmy Moore to discuss the critical intersection of merchant services, payment compliance, and financial technology for accounting firms. They explore how advisors can better protect their clients from rising fees and regulatory pitfalls while streamlining tech stacks for better performance. In This Episode: 00:00 Introduction to the Podcast 01:29 Understanding Merchant Services 04:20 PCI Compliance Fundamentals 06:46 Tech Stacks and Integrations 09:43 Four Compliant Billing Models 14:18 Cash Discounting...

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This Week on BPAF : Jimmy Moore show art This Week on BPAF : Jimmy Moore

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses credit card compliance with Jimmy Moore.  

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What Your Financial Statements Are Hiding w/ Chris Shurian show art What Your Financial Statements Are Hiding w/ Chris Shurian

Building the Premier Accounting Firm

Welcome to another episode of Building the Premier Accounting Firm podcast. Join host Roger Knecht and serial entrepreneur Chris Shurian as they explore the vital intersection of accurate financial data, exceptional customer service, and business ownership. This episode provides actionable strategies for accounting professionals and business owners to better understand the metrics that drive success and the power of building genuine client relationships. In This Episode: 00:00 Defining Founders and Business Exits 04:16 The Crucial Role of Accurate Accounting 11:34 Key Metrics and Simplifying...

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More Episodes

Join us as we revisit this conversation from 2021!

When offering accounting services do we understand the opportunity we have to become a member of their board of experts?  What does that mean and who does it include?

How do the accounting principles we use in business also apply at home and vice versa? 

Helping clients realize they can always manage their money better, personally and professionally.  There is a part we can play as accounting professionals that is more than compliancy and financial reports.

Listen in as Roger and Greg consider what more we can do to help our clients.

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Greg Kesten

With 40 years of experience in financial coaching, planning, and counseling, Greg has helped individuals and couples understand what financial freedom is and how to attain it.  His formal education includes a B.A. in Communications from BYU and an M. Ed. in Guidance and Counseling from South Dakota State University.  Greg has taught as an adjunct faculty member at the University of Phoenix, and Salt Lake Community College.  He taught finance, business communication, and psychology courses.  He also taught Leadership Development Skills for seventeen years to Air Force Reserve personnel.  This included workshops on Financial Communication and Financial Planning.

He is the author of the book, “Financial Freedom - Finding What Works for You.”  Greg has been featured in numerous interviews on radio and TV throughout the country. 

In addition to his Financial Coaching Practice, he is a certified coach in Steven Covey’s “Seven Habits of Highly Effective People.”  Greg incorporates Covey’s core principles in helping clients establish healthy money habits.

Greg’s combination of formal education, life experience and financial expertise, allows him to serve his clients with objectivity and reality-based strategies.

Greg lives in Salt Lake City with his wife and family.  He enjoys being an active member of his community.

Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

Complimentary Financial Coaching Session: https://www.financialfreedom.co/

  • Complete this form to schedule your time to speak with Greg
  • Doing so you’ll also get a copy of “Financial Freedom - Finding What Works for You.”

The benchmarking software for accounting professional to better advise and coach their clients based on specific actionable items.  Find out how you can leverage BizBench to get paid what you’re worth and bring on new clients.

For Additional FREE Resources for accounting professionals check out this collection HERE!

 

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