Rewind : Payroll, a Profitable Service That Is Often Overlooked w/ Scott Nelson
Building the Premier Accounting Firm
Release Date: 11/22/2025
Building the Premier Accounting Firm
Roger Knecht and Michelle Weinstein discuss how accounting professionals can overcome undercharging, set firm boundaries, and increase revenue. Learn strategies to value your expertise and implement sales processes for a thriving accounting firm. In This Episode: 00:00 Introduction to Michelle Weinstein 01:10 Michelle’s Career Journey & Lessons 06:05 The Birth of The Abundant Accountant 09:50 Stop Undercharging and Valuing Services 12:33 Engagement Letters and Scope Creep 17:51 Establishing Boundaries for Your Firm 23:15 Payment Methods and Avoiding Receivables 30:03 Overcoming the Fear...
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Join us this Wednesday for a new episode where Roger discusses how to stop undercharging in your firm with Michelle Weinstein.
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Join us as we revisit this conversation from 2021! Do you know the 4-part questions to use to determine if someone qualifies for the R&D tax credit? This conversation with Adam and Roger is going to be enlightening both personally and professionally. I’m sure you’ll get some great notes from this. Also, how many of this have said to our spouse “Heh Hon, I’m going to start a business, “trust me I have a plan”, there’s this opportunity and I know what I’m doing? As accounting professionals, it makes sense we’d create the business plan & proforma. But what...
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Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center. Today, Roger sits down with Shady Abboud, to discuss his unique path into accounting, blending entrepreneurial experience with finance expertise. Shady highlights the distinction between bookkeeping and CFO advisory services, emphasizing the strategic role of a CFO in business growth and decision-making for SMBs. Learn how a niche in e-commerce can boost success. In This Episode: 00:00 Welcome Shady 01:31 Shady’s Entrepreneurial Journey to Accounting 05:36 The Strategic Accountant’s...
info_outlineBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses differences between bookkeeping and CFO adisory services with Shady Abboud.
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Join us as we revisit this conversation from 2021! Do we really understand the purpose of the US tax code? Often our clients are frustrated with the laws and how it affects them individually. Can you explain to them why it is and how they can legally minimize their tax liability? Steve & Roger have an informative and fun discussion about starting a tax career, the struggles opening a tax business and the successes that followed. This is a journey you need to hear. Listen for how you can also become a professional and accessible as a tax preparer, it’s what our clients...
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In the latest episode of Building the Premier Accounting Firm, host Roger Knecht and business coach Brad Farris discuss how accounting firm owners can scale their business beyond the $1-2 million mark by shifting from hustle to leadership. They explore overcoming workaholism, delegating effectively, and finding fulfillment outside daily operations to build a premier accounting firm. In This Episode: 00:00 Welcome Brad Farris, Expert on Scaling 02:04 Building Trust with Clients 03:02 From Hustle to Leadership 05:12 The High of Spinning Plates 08:02 Identity Shift: From Doer to Enabler 12:44...
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Join us this Wednesday for a new episode where Roger discusses finding balance between work and life with Brad Farris
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Join us as we revisit this conversation from 2021! For Shannon working with clients involves more than just providing quality reports, it’s doing so much more than the client initially expects. Listen as Roger and Shannon consider what bookkeeping is today and how it can be so much more when we consider engaging with clients as their CFO, advisor and coach. Ask yourself this, what perspective do you bring to the relationship and what suggestions do you offer? Moving beyond bookkeeping, accounting to offer CFO related advisory and coaching services is a continuous and deliberate...
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Welcome to another episode of the Building the Premier Accounting Firm podcast. In today’s episode host Roger Knecht and his guest Rusty Fulling explore the world of CFO advisory services, moving beyond traditional accounting to help businesses achieve clarity, growth, and peace of mind. Discover how to transition into a strategic advisor role and build lasting client relationships on this episode. In This Episode: 00:00 Introduction to Rusty Fuling’s Expertise 03:08 Defining CFO & Advisory Services 07:23 Confidence in Advisory: Lessons Learned 11:14 Beyond Numbers: Making an Eternal...
info_outlineJoin us as we revisit this conversation from 2021!
Let’s do the math, identify the opportunity, and determine the how best to complement the accounting services offered to profitably meet the demand.
When working with small business owners it’s often assumed that payroll will be included as part of the accounting services provided, so what is your answer or solution?
Often, cash flow management and payroll are the two most common challenges faced by business owners. Are you prepared to meet that demand to grow your business and get the clients you deserve?
Let’s talk about a tech stack and love languages.
This is an episode you don’t want to miss. Listen as Scott Nelson and Roger Knecht discuss the business of accounting in a new light. This is one you’ll enjoy!
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Scott Nelson
Scott is a pioneering leader with a rare gift for connecting people together to accomplish unique and exciting tasks. He has successfully founded a socially beneficial investment fund, raised over $600,000 for charitable organizations, and launched no less than seven different community groups. Professionally, Scott uses his pioneering leadership to create partnerships with accounting professionals and their firms, helping them to launch or grow their business through Patriot’s software.
Patriot provides fast, easy, and affordable accounting and payroll software for small businesses and their accountants. Why? After a rough start-up experience, Patriot knows firsthand what small businesses need in order to break through and achieve success. So Patriot created
a software service to help you keep the two things you don’t have enough of–time and money.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Patriot is best known for its payroll software and is growing rapidly through its partner program for accounting professionals. See why so many accountants and bookkeepers choosing Patriot today!
Take the time to review the Turnkey Business Plan for accounting professionals. As such you’ll see how to effectively start and build the premier accounting firm in your area. In addition to the obvious also consider becoming for your clients a Profit & Growth Expert. Learn the effective ways to market and sell accounting service to go your business with new clients. Also go beyond traditional accounting services to also become for your clients the trusted strategic advisor they need today, their Profit & Growth Expert.
Mentioned in the episode is the book “Love Languages”, understand YOUR love language preference today! Also Leadership and Self-Deception, what are we really doing and saying.
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