Rewind : Embracing Life’s Challenges w/ Lindsay Kline
Building the Premier Accounting Firm
Release Date: 01/03/2026
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...
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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.
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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