Rewind : Quantifying the Client Experience, the 5 Star Rating w/ Tyler Small
Building the Premier Accounting Firm
Release Date: 01/31/2026
Rewind : Quantifying the Client Experience, the 5 Star Rating w/ Tyler Small
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Beyond the work we do and the accounting reports we create we need to find out and understand how useful the information is to our clients. Think about it. What are they really paying us for? In fact, what are we doing to generate for them a 5 Star Experience? Roger and Tyler have an interesting discussion that we each should consider as we remember what our relationships are and should be with our clients Listen and learn the 3-step process to improve client appreciation and retention. You’ll want to be ready to take...
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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...
info_outlineJoin us as we revisit this conversation from 2021!
Beyond the work we do and the accounting reports we create we need to find out and understand how useful the information is to our clients. Think about it. What are they really paying us for? In fact, what are we doing to generate for them a 5 Star Experience?
Roger and Tyler have an interesting discussion that we each should consider as we remember what our relationships are and should be with our clients
Listen and learn the 3-step process to improve client appreciation and retention. You’ll want to be ready to take some good notes.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Tyler Small
Tyler has created learning experiences for over 100,000 people, published 2 books, hosted over 50 podcast episodes, and has coached hundreds of leaders. He specializes in coaching "numbers people" to build better business relationships. He is the founder and CEO of “The 5-Star Approach”. The mission of “The 5-Star Approach” is to catalyze one million 5-Star Relationships.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Reach out to work on your personal and professional relationships, Tyler is offering a complimentary 15-minute consultation that you don’t want to miss. You can sign up by visiting www.5StarApproach.com today!
Leverage your marketing efforts using technology to get the clients you deserve. This is a webinar you don’t want to miss. From marketing to sales there is a turnkey process you can use to improve your tax, bookkeeping and accounting client acquisition to get you the work you need and get paid what you are worth. Register and Attend NOW!
For Additional FREE Resources for accounting professionals check out this collection HERE!
Remember this, Accounting Success IS Universal.
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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