Rewind : What Story Are You Telling? w/ Aleya Harris
Building the Premier Accounting Firm
Release Date: 12/20/2025
How to Stop Undercharging in Your Firm w/ Michelle Weinstein
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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This Week on BPAF : Michelle Weinstein
Building the Premier Accounting Firm
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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Rewind : R&D Tax Credits for Clients w/ Adam Farnsworth
Building the Premier Accounting Firm
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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5 Steps to Building Client Trust in Accounting w/ Shady Abboud
Building the Premier Accounting Firm
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...
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This Week on BPAF : Shady Abboud
Building 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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Rewind : From Cab Driver to Successful Tax Professional w/ Steve Moskowitz
Building the Premier Accounting Firm
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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Grow Your Firm to $5M: The Shift from Hustle to Leadership w/ Brad Farris
Building the Premier Accounting Firm
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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This Week on BPAF : Brad Farris
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses finding balance between work and life with Brad Farris
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Rewind : Going Beyond Bookkeeping Services w/ Shannon Beck
Building the Premier Accounting Firm
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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Accountant to CFO: Transform Your Firm with Advisory Services w/ Rusty Fulling
Building the Premier Accounting Firm
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!
Why is it we each enjoy a great story? From plays, to shows and movies we are drawn to stories we relate to, in fact, we are especially drawn to those we can see ourselves relating to the heroes.
So how does this apply to marketing accounting services?
Listen as Aleya and Roger discuss a proven framework that you can apply story telling principles to the narrative we tell in our marketing to help clients relate better to what we do and how in time it can benefit them.
It’s time to grow the business, help the clients we have and empower them to become the heroines they are.
So, which mentor or guide are you for your accounting, bookkeeping and/or tax clients?
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Aleya Harris
Aleya Harris, CPCE is a powerhouse Storybrand Certified Guide, empire-building owner of Flourish Marketing, award-winning marketer, sought-after speaker, mic-drop copywriter, and woo enthusiast. She’s committed to helping entrepreneurs get out of the never-ending grind so they can tap into their heart’s purpose and live a life that uplifts their soul.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Book Recommendations:
· Unleash the Power of Storytelling: Win Hearts, Change Minds, Get Results
Be sure to learn and apply the principles found in the Turnkey Business Plan to help accounting professionals have the premier accounting firm in their area.
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