Rewind : From Accountant & CPA to Entrepreneur w/ Fred Hunzeker
Building the Premier Accounting Firm
Release Date: 09/06/2025
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Shauna Wekherlien, known as the Tax Goddess, a top 1% US tax strategist, to discuss building a premier accounting firm. They explore Shana’s journey from astrophysics to tax, the power of branding, writing a book for client authority, and strategies for effective tax planning versus preparation. In This Episode: 00:00 Introducing Shana The Tax Goddess 02:02 From Astrophysics to Tax Goddess 05:09 The Accidental Brand: Tax Goddess 09:52 Overlooked Tax Deductions for Businesses 15:00 Tax Preparation vs. Tax Planning...
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Join us as we revisit this conversation from 2021! Each of us have experiences in our lives that give us a unique perspective that we can bring to business. For some, it’s our past and passion that lead us to niches that allow us to do what we enjoy and get paid doing it. Katie has done just that. Listen as Katie shares her story that combines health, sports and of course accounting. Katie and Roger have a great discussion that also focuses on the support and empowerment that can come for working with a coach. It’s wrong to think something is broken to need a coach. As in...
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Join us as we revisit this conversation from 2021! As accounting professionals, we each need to find the time to “sharpen the saw” to offer the quality accounting services our clients expect. Listen as Rob and Roger discuss each and how they apply to your business as you work to have the premier accounting firm in your area. This is a great conversation that is both personal and professional. Rob and Roger open up, share some insights that might surprise you as they cover some perspectives on life that really do matter. Consider it a moment to reflect and apply some life...
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In this episode of Building the Premier Accounting Firm, host Roger Knecht and guest Stephen Weisberg discuss the expanding world of tax resolution services and why accounting professionals should consider offering them. Learn about effective marketing strategies, different types of tax resolution options, and the profound emotional relief clients experience. In This Episode: 00:00 Introducing Stephen Weisberg: Tax Attorney 04:21 Tax Resolution: Attorney vs. CPA/EA 07:33 The Expanding Tax Resolution Market 12:10 Effective Marketing for Resolution Services 16:11 Navigating Tax Resolution...
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Join us this Wednesday for a new episode where Roger discusses tax resolution with Stephen Weisberg.
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Join us as we revisit this conversation from 2021! As accounting professionals, we have opportunities to determine the value of our client’s business but also work with them to increase it’s worth. Let’s consider not only why but how we can help them work ON their business. Listen as Bharat and Roger discuss the things that establish the value of a business but how we can better bring value to the services we offer. Bharat also shares two things we need to consider that impact dramatically the valuation of a company today that we should all consider. Get ready to take some...
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In this episode of Building the Premier Accounting Firm, Roger Knecht and Dr. Howard Polansky discuss transforming financial perspectives from traditional debt management to a dynamic cash flow optimization. This episode explores Dr. Polansky’s journey from dentistry to becoming a “cash flow optimizer” and how strategic use of lines of credit can dramatically reduce debt payments and increase financial flexibility for both personal and business finances. Learn how to better manage mortgages, business loans, and other debts by understanding the “new rules of finance” and achieve...
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Join us as we revisit this conversation from 2021! Hindsight being 20/20, from a young age the path to accounting was there but Teena took the long round to find her place. After working hard, not receiving the benefits, financial rewards and recognition it was time to start her own business. Who knew it would be this good? Listen as Teena shares with Roger the freedom that comes from creating her own business. What running her own company has meant for her both personally and professionally. The trust that she has from her clients is liberating. She recognizes that the...
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Thanks for joining us for another episode of the Building the Premier Accounting Firm podcast. Today Roger Knecht and Ron Saharyan discuss the critical importance of achieving profit in business, challenging the stigma around it and emphasizing its role in economic growth and personal well-being. They explore the Profit First methodology as a powerful tool for financial clarity and strategic decision-making, helping entrepreneurs eradicate entrepreneurial poverty. In This Episode: 00:00 Eradicating Entrepreneurial Poverty 02:31 Profit Stigma and Purpose First 06:43 Profit and Business...
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