Rewind : Soft Skills Matter In Your Business w/ Lara Squires
Building the Premier Accounting Firm
Release Date: 10/11/2025
Take Control of Tax Season: The Tax Goddess’ Gameplan w/ Shauna Wekherlien
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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Rewind : Leveraging Our Passion In Business w/ Katie Swanson
Building the Premier Accounting Firm
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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Reduce Your Tax Bill by 50% Without Changing CPAs w/ Mark Myers
Building the Premier Accounting Firm
Welcome to another episode of Building the Premier Accounting Firm. Today, host Roger Knecht welcomes Mark Myers, a former Marine and CEO of Tax Wise Partners, to discuss his journey from managing health clubs to specializing in tax advisory. This episode delves into effective tax planning strategies, the power of B2B collaborations for accounting firms, and personal insights on entrepreneurship and work-life balance. In This Episode: 00:00 Introduction to Mark Myers 02:16 From Operator to Tax Consultant 06:39 The Value of Tax Planning 09:27 B2B Marketing for Tax Strategies 13:19 Collaboration...
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Rewind : 5 Skills to Be Successful w/ Rob Brown
Building the Premier Accounting Firm
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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Master Tax Resolution and Give Clients Peace of Mind w/ Stephen Weisberg
Building the Premier Accounting Firm
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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This Week on BPAF : Stephen Weisberg
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses tax resolution with Stephen Weisberg.
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Rewind : What Is A Business Really Worth? w/ Bharat Kanodia
Building the Premier Accounting Firm
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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3 Steps to Cash Flow Control and Debt Freedom w/ Dr. Howard Polansky
Building the Premier Accounting Firm
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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Rewind : Not Finding Validation, Time To Do This On My Own! w/ Teena Chandler
Building the Premier Accounting Firm
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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Why Most Growing Businesses Still Go Bankrupt - Ron Saharyan
Building the Premier Accounting Firm
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...
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Consider this, you need to tap into your inner hairdresser or bar tender. What in the world could that mean?
With that in mind let’s listen in as Lara and Roger discuss “getting social” as you build your business and how it applies in life.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Lara Squires
Lara is the founder of Consortium - since 2013 her team has grown to 7 as they work with clients across the UK working professional service such as accountants.
Prior to setting up Consortium, Lara was a marketing and Business Development at a regional law firm for 8 years where she was responsible all things related to marketing. She is a fellow of the chartered institute of marketing and as a Chartered Marketer Lara is a keen public speaker. Something she is proud is the successful group of Ladies Lunch Clubs which are now in their 16th year.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Take advantage of this opportunity to speak with Lara to apply these lessons regarding your social media presence in your business. Schedule a time that works for you by CLICKING HERE.
Roger and Lara also discussed the need for a CRM to manage your contacts. Find out more what you can do to leverage technology, your contacts and time to get the clients you deserve. Register now to attend this webinar and learn the BEST PRACTICES used by accounting professionals to grow the business.
Profit & Growth Expert – transition to include with your quality accounting offerings more advisory and coaching services. Learn how you can do more with and for your clients. See what you can do to increase your revenue per client engagement and retain your clients longer.
- See what you can do to become a Profit & Growth Expert!
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