Rewind : Embracing Life’s Challenges w/ Lindsay Kline
Building the Premier Accounting Firm
Release Date: 01/03/2026
This Week on BPAF : Rusty Fulling
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger has a great conversation with Rusty Fulling.
info_outline
Rewind : Embracing Life’s Challenges w/ Lindsay Kline
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! We each have our story and Lindsay is no different. Bookkeeping at age 12, death of a spouse, starting college late and opening her bookkeeping business while in school. She has done so much and is willing to share. Lindsay and Roger discuss the experiences we have in life and what we can do to make lemonade. We all have choices to make and opportunities to embrace. Listen as they cover what clients need to receive from us as bookkeeping experts to retain them. Also pay attention to the two sales tips. You don’t...
info_outline
Fix QBO Errors Fast: Boost Your Bookkeeping Accuracy w/ Leeroy Beeby
Building the Premier Accounting Firm
Thanks for listening to another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger is joined by Leeroy Beeby, co-founder of Level, an error detection software for QuickBooks Online. They discuss how niching down services and using technology like Level can improve margins and streamline operations, even amidst the evolving landscape of AI in accounting. In This Episode: 00:00 Welcome & Guest Introduction 01:21 Leroy’s Path to Accounting 03:10 Starting a Construction Accounting Firm 05:45 Keys to Firm’s Rapid Growth 07:20 Hiring Lessons Learned 10:52...
info_outline
This Week on BPAF : Leeroy Beeby
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses improving bookkeeping accuracy with Leeroy Beeby.
info_outline
Rewind : Applying Lessons from Military Service In Business w/ Richard Crawshay
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! After years of service in the military and life experiences Richard shares what he has learned and how it applies in business. This is a great conversation and adaptation that we all need to hear. Listen as Roger discusses with Richard the two things that he feels he learned from his military service that he applies daily in his life personally and professionally. He is spot on! They also share their thoughts related to helping and serving others. How it is fulfilling and why we should each find opportunities to give back....
info_outline
Get Paid What You’re Worth with CFO Services w/ Ken LaCroix
Building the Premier Accounting Firm
On this episode of Building the Premier Accounting Firm, host Roger Knecht and his guest, Ken Lacroix, discuss the evolving role of accounting professionals in providing CFO and advisory services. They explore the shift from compliance to forward-thinking financial planning, leveraging technology, and the importance of storytelling in communicating financial insights to business owners. This episode offers key strategies for firms looking to add more value beyond traditional accounting. In This Episode: 00:00 Introduction to Ken Lacroix 02:00 The Anti-Accountant & Storytelling 05:17...
info_outline
This Week on BPAF : Ken LaCroix
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses implementing adisory services in your accounting practice with Ken LaCroix.
info_outline
Rewind : What Story Are You Telling? w/ Aleya Harris
Building the Premier Accounting Firm
Join 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...
info_outline
3 Ways To Attract High-Value Accounting Clients w/ Marie Torossian
Building the Premier Accounting Firm
Roger Knecht is joined by Marie Torossian, founder of The Profit Lab, to discuss strategies for accounting professionals to grow successful businesses on the latest episode of Building the Premier Accounting Firm. They cover topics from differentiating services like CFO advisory and coaching to attracting high-value clients with strong growth mindsets, emphasizing the importance of clear communication and accountability. In This Episode: 00:00 Introduction and Torossian’s Background 02:08 Path to Entrepreneurship 05:30 Profit Lab’s Genesis and Separation 09:14 Coaching, Advisory, and...
info_outline
This Week on BPAF : Marie Torossian
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses taking action with Marie Torossian.
info_outlineJoin us as we revisit this conversation from 2021!
We each have our story and Lindsay is no different. Bookkeeping at age 12, death of a spouse, starting college late and opening her bookkeeping business while in school. She has done so much and is willing to share.
Lindsay and Roger discuss the experiences we have in life and what we can do to make lemonade. We all have choices to make and opportunities to embrace. Listen as they cover what clients need to receive from us as bookkeeping experts to retain them. Also pay attention to the two sales tips.
You don’t want to miss this great episode.
Also listen for the special offer related to tech stacks and the use of automation to nurture your leads to become clients.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Lindsay Kline
Lindsay Kline is the President of her bookkeeping practice, Sakline (suh-kline), Founder of the Bookkeepers Club networking group, and the host of the By the Books podcast.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
As mentioned, we’d like to also Invite to listen to Lindsay’s podcast, By the Books on:
Also, how are you leveraging your social media presence, developing your tech stack to automate your tasks related to marketing and sales to building your list of clients? Great questions!
Don’t miss this informative webinar to help you understand and apply proven principles to get the clients you deserve and get paid what you are worth. LISTEN NOW to this great presentation!
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