Rewind : From Accountant & CPA to Entrepreneur w/ Fred Hunzeker
Building the Premier Accounting Firm
Release Date: 09/06/2025
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...
info_outlineBuilding the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes back Tyler Otto to discuss the practical implementation of artificial intelligence within an accounting firm. This conversation highlights why treating AI as a new, trainable employee is the most effective approach for scaling operations and improving firm efficiency. In This Episode: 00:00:00 Introduction and Embracing AI 00:03:11 Treating AI as an Intern 00:10:15 The Reality of AI Development Time 00:16:49 Buy Versus Build AI Solutions 00:22:02 Future-Proofing Your Firm 00:25:41 AI for Firm Visibility and Control...
info_outlineBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses implementing AI with Tyler Otto.
info_outlineBuilding the Premier Accounting Firm
Join Roger Knecht and guest Peter McCarroll on the latest episode of Building the Premier Accounting Firm as they discuss the urgent transformation of accounting practices through AI implementation. Learn how to shift from historical reporting to real-time advisory services and why adopting these technologies within the next two busy seasons is critical for the survival and growth of modern firms. In This Episode: 00:00:00 The Urgency of AI Adoption 00:03:49 Moving From Rearview to Dashboard 00:08:44 The Role of a Strategic Navigator 00:13:39 Phases of AI Implementation 00:18:21 Practical AI...
info_outlineBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses AI with Peter McCarroll.
info_outlineBuilding the Premier Accounting Firm
Join Roger Knecht and guest Heidi Ryder as they explore the essentials of growing a bookkeeping business with powerful marketing on the latest episode of Building the Premier Accounting Firm. This episode provides practical advice on marketing your firm, leveraging AI tools, and overcoming imposter syndrome to build a successful, remote-first accounting practice. In This Episode: 00:00:00 Introduction and Why Become a Bookkeeper 00:04:22 Virtual Bookkeeping and Client Retention 00:08:36 Common Marketing Pitfalls and Language 00:13:35 Practical Advice and Using AI for Marketing 00:20:47...
info_outlineBuilding the Premier Accounting Firm
Welcome to another episode of Building the Premier Accounting Firm. Today you’ll discover how to bridge the gap between technical accounting and the practical cash flow needs of small business owners. Roger Knecht and guest David Safeer share actionable strategies to help accounting professionals transition into high-value cash flow advisory roles. In This Episode: 04:08 Cash vs. Accrual Perspectives 08:24 Implementing Cash Flow Projections 14:16 Attention and Accountability 26:47 Managing Cash Flow Strategies 37:37 Cash Flow Misconceptions 42:01 Accrual vs. Cash Forecasts 49:17 Impactful...
info_outlineBuilding the Premier Accounting Firm
Thank you for joining us for another episode of Building the Premier Accounting Firm. Today Roger Knecht and Brian Mayoral, Co-Founder and CEO of Sell Up, explore how accounting professionals can create the ideal sales package for their services. Discover how niching, effective sales systems, and shifting from features to benefits can help you scale your firm with easy to implement sales strategies. In This Episode: 00:00:00 Introduction to the Podcast 00:02:10 Redefining the Meaning of Sales 00:07:54 Mentorship and Personal Growth 00:13:01 Common Sales Pitfalls for Accountants 00:19:58...
info_outlineBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses having a successfull sales cycle with Brian Mayoral
info_outlineBuilding the Premier Accounting Firm
Thank you for joining us for another episode of Building the Premier Accounting Firm. Today you’ll discover how to build a self-sustaining accounting firm that thrives without your constant presence. Roger Knecht and guest Dr. Ruth Mannschreck share a five-part framework for creating robust systems, fostering a magnetic company culture, and hiring for long-term success. In This Episode: 02:34 The Catalyst for Business Transformation 06:16 Collaborative Problem Solving and Systems 10:05 Communication and The Warm Handoff 17:27 Hiring for Soft Skills 23:06 Defining Culture through Behavior...
info_outlineJoin us as we revisit this conversation from 2021!
After a career in accounting, as a controller and CFO, the time came to work with and help small business. It began simply helping friends and family with their taxes, but the time came to make the leap and do this seriously, treating the hobby and favor as a business. Even when offering quality services there are challenges. Listen as Fred shares insights and suggestions to progress in your business to achieve your goals. Fred’s real-world advice, his candor is appreciated as we each work with our clients to help them succeed.
It is okay to learn as you go when building your business. Do not get caught up thinking you can’t succeed and move forward with an abundance mindset. Care about the people, your clients, and the business will come.
Roger and Fred speak openly about client relations and what we each hope to do with them as their trusted advisors. What is it we can do to help clients understand they are more than a number to us? Basically we need to be genuinely interested in their company and their wellbeing, Let us consider ways to be more down to earth with our clients.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Fred Hunzeker, CPA
Fred Hunzeker received his BS in Accounting and his MBA both from The University of Utah. He passed the CPA exams in 2013. Fred has 23 years of accounting experience with 16 years in industry accounting and 4 years in public accounting. For the past 3 years he has been growing his private accounting. Fred has had experience in Controller and CFO rolls as well as consulting. He lives in Grantsville Utah with his wife and six children.
Company Bio:
Fred has been doing taxes for over twelve years. In the past three years he has been in private practice full-time. He provides personal and business tax services, as well as bookkeeping, consulting, cash flow management, budgeting and profitability services. He also educates his clients how to obtain the right kind of financing to meet their growth needs. His goal is to make a difference for each of my clients by helping them to understand their tax situation or by helping them to understand their numbers while growing their business.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must have addition to every accountant’s library to provide to have the premier accounting business today:
- “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
Consider offering Benchmarking Services. As a trusted Strategic Advisor accounting professionals have the opportunity to offer comparative financial reports that go beyond traditional trend analysis using the clients’ data. With BizBench you can also compare the client financials using their NAICS code to show industry and competitor analysis and rankings. See what you can do to use this amazing tool in your business to get more clients, offer an additional service to get paid more as well as retain them longer thus increasing their Lifetime Value to you.
- Learn about Benchmarking with BizBench for your 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