Rewind : Yep, from Bartender to Tax & Accounting Specialist w/ Alyssa Lang
Building the Premier Accounting Firm
Release Date: 12/13/2025
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses taking action with Marie Torossian.
info_outlineBuilding the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Listen as Alyssa shares her story along with the lessons learned to build a successful accounting business. Alyssa and Roger discuss the unforeseen challenges and the corresponding solutions to address each. From workflow, systems to client relations and everything in between. Consider this, finding someone to be front facing and interacting with clients in a way that meets our expectations and standards can be a hard, but they do exist. We can build a business that thrives without us working within it doing the day-to-day tasks....
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On this edition of Building the Premier Accounting Firm, Roger Knecht and Laura Shepherd, founder of Momentum BK, discuss pricing strategies for accounting firms, focusing on Shepherd’s “Pricing with Purpose” philosophy. Learn how to categorize services, build confidence, and avoid common pricing pitfalls to grow your accounting business. In This Episode: 00:00 Introduction to Pricing with Purpose 03:49 Categorizing Accounting Services for Pricing 08:42 Deep Dive into Service Categories 14:43 Mindset Shift for Accounting Professionals 19:05 Real-World Pricing Success Stories 24:38...
info_outlineBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses pricing with purpose with Laura Shepherd.
info_outlineBuilding the Premier Accounting Firm
Join us as we revisit this conversation from 2021! There are 3 key elements when explaining accounting services so that business owners can understand the value of the work we do, and Ken helps us understand why we need to emphasize each of them in our marketing. As Ken and Roger speak, we are also reminded that this is a personal business. Even more important than the accounting skills we use to take care of our clients it’s the relationships we build that are equally important. Consider this, Ken shares an interesting perspective, think of tax like this: “Taxes I like the report...
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In this episode of Building the Premier Accounting firm, host Roger Knecht discusses building a premier accounting firm with guest Lahari Neelapareddy, founder of Tax Hero and LN Accounting Advisors. They cover Lahari’s journey from public accounting to specializing in e-commerce and consumer packaged goods, emphasizing the value of niche marketing and advisory services over traditional compliance work. Lahari shares insights on sustainable growth, avoiding burnout, and the importance of continuous learning for accounting professionals. In This Episode: 00:00 Introduction and Guest Spotlight...
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Join us this Wednesday for a new episode where Roger discusses starting businesses with Lahari Neelapareddy
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Welcome to another episode of the Building the Premier Accounting Firm podcast. Today Roger Knecht and Steve Selengut discuss the core differences between finance and accounting, and how to build income independence. Learn about the four key financial risk minimizers and the importance of an abundance mindset in investing to achieve financial freedom from Roger and Steve. In This Episode: 00:00 Introduction to the Show and Guest 01:20 Finance vs. Accounting and Diversification 04:49 Path to Income Independence 07:25 Defining Income Independence and Mindset 09:05 Scarcity vs. Abundance Mindset...
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Join us this Wednesday for a new episode where Roger discusses getting more money out of your business with Steve Selengut.
info_outlineBuilding the Premier Accounting Firm
Join 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...
info_outlineJoin us as we revisit this conversation from 2021!
Listen as Alyssa shares her story along with the lessons learned to build a successful accounting business.
Alyssa and Roger discuss the unforeseen challenges and the corresponding solutions to address each. From workflow, systems to client relations and everything in between.
Consider this, finding someone to be front facing and interacting with clients in a way that meets our expectations and standards can be a hard, but they do exist. We can build a business that thrives without us working within it doing the day-to-day tasks.
Sit back and enjoy the conversation in this next episode of “Building the Premier Accounting Firm”.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Alyssa Lang
Alyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes. As a result, they can run their practices on autopilot, stress less and save time!
After being in the accounting world for five years, Alyssa struggled with streamlining her practice. She felt frustrated and nervous and couldn’t sleep at night not knowing where her client work would come from. She was overwhelmed by all the daily tasks, lost track of work and just couldn’t keep up.
Alyssa hit a wall and decided to make a change, so she started to automate her practice by creating workflows, systems, and processes. She was then able to run her practice and take on more clients, scale and provide excellent service in the process! These days Alyssa’s a full-time educator. She’s also an Asana Certified Pro and her courses and resources have helped hundreds of bookkeepers and accountants worldwide!
Fun fact: Alyssa’s a certified skydiver and is obsessed with great white sharks + is mildly OBSESSED with Deadpool!
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Click HERE to register for the Breakthrough for Bookkeepers & Accountants group coaching program that will begin its first cohort on November 1, 2021. This program is meant to help bookkeepers and accountants to scale bigger, hire better and breakthrough to the next level. We will be providing weekly coaching calls with myself and my team, there will be a program included, homework reviews, detailed assets to use to build next level systems and operations for their firm. The intention of this program is to help gear them to creating a firm that can run without them.
Also learn more about the tech stack you should be using to effectively market your business to get the clients you deserve. Attend this information packed webinar which is the Turn-Key System to get tax and accounting clients. In it you will learn how to leverage your online presence to get new clients. There is a Turnkey Business Plan for accounting professionals to help you run a success Virtual Bookkeeping business.
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