loader from loading.io

Rewind : Applying Lessons from Military Service In Business w/ Richard Crawshay

Building the Premier Accounting Firm

Release Date: 12/27/2025

How to Stop Undercharging in Your Firm w/ Michelle Weinstein show art 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...

info_outline
This Week on BPAF : Michelle Weinstein show art 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.  

info_outline
Rewind : R&D Tax Credits for Clients w/ Adam Farnsworth show art 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...

info_outline
5 Steps to Building Client Trust in Accounting w/ Shady Abboud show art 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...

info_outline
This Week on BPAF : Shady Abboud show art 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.

info_outline
Rewind : From Cab Driver to Successful Tax Professional w/ Steve Moskowitz show art 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...

info_outline
Grow Your Firm to $5M: The Shift from Hustle to Leadership w/ Brad Farris show art 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...

info_outline
This Week on BPAF : Brad Farris show art 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 

info_outline
Rewind : Going Beyond Bookkeeping Services w/ Shannon Beck show art 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...

info_outline
Accountant to CFO: Transform Your Firm with Advisory Services w/ Rusty Fulling show art 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_outline
 
More Episodes

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.

Lastly, you need to hear about the Universal CFO Simulator and how it can help business leaders, accounting professionals learn how to apply strategic business principles in practice and then in real life. 

You are going to love it.

 

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Richard Crawshay

Richard is a Senior Business Executive with 40+ years of experience in general management, operational management, business transformation, program management, outsourcing & organizational leadership. He has been a British Army Officer, a management consultant, an IT executive, and a High School science teacher and is currently the Chief Commercial Officer for PBS. He has worked on 3 continents, operated at account, country, sub-regional, regional & global levels in both the private and public sectors. He has demonstrated significant success in turnaround situations and transformation initiatives with an emphasis on effectives and efficiency. Colleagues would characterize him as an inspirational leader, ambitious but loyal with a laser focus on results and adept at creating the conditions for their individual and collective success. He has honed his skill in being able to rapidly structure problems, design solutions & then implement them. He lives in SW Ontario in Canada with his second wife Maria and has 3 adult children from his previous marriage. He is a keen daily runner who enjoys snow skiing and reading.

Company Summary - At ProfitAbility we accelerate performance by providing highly engaging, competitive and unpredictable learning experiences which prepare people to solve real problems. We don’t teach. We don’t do case studies. We don’t do slideshows. We rapidly enable people to “learn by doing”.

Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

Experience the art of business participating in the Universal CFO Simulator.  This is a fun, interactive course for business leaders and accounting professionals to learn and apply strategic business principles.  In addition to learning these important elements of business you’ll also participate in a competitive game as you apply what you learn as a team of business executives.  Register NOW using this coupon cfo50 and get ready for this amazing training.

 

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