Rewind : It Started Just Helping A Friend w/ April Pinheiro
Building the Premier Accounting Firm
Release Date: 03/07/2026
Why Do “Good” Accountants Go Bad? The Warning Signs w/ Arun Kumar
Building the Premier Accounting Firm
Welcome to another episode of Building the Premier Accounting Firm with Roger Knecht. In today’s episode, Roger discusses the critical role of ethics in accounting and business with Arun Kumar, founder of Ultim Quest Knowledge. They explore how ethical practices contribute to long-term success and prevent financial pitfalls, offering insights for accounting professionals, bookkeepers, and tax preparers building premier accounting firms. In This Episode: 00:00 The Importance of Ethics in Accounting 04:43 Defining Ethics in Accounting 11:12 Rationalizing Dishonesty and the Slippery Slope 19:56...
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Rewind : Having the Confidence to Succeed! w/ Robyn Mons
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Have you ever asked yourself the question, “am I enough, good enough” or “am I deserving”? These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don’t need to persist. Let’s discuss the emotions many individuals experience as they start and build their accounting business. This can range from insecurities that may include social anxiety, depression, imposter syndrome and beyond. It’s more than understanding and identifying them, let’s also...
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Your Firm, Your Life: Achieving Balance in Accounting w/ Jeff Dredge
Building the Premier Accounting Firm
Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Jeff Dredge discuss the evolution of the accounting profession, highlighting the shift from traditional compliance to essential advisory services. They explore how embracing technology and a “hindsight, insight, foresight” approach can transform accounting firms and enhance client relationships. Learn about the value of work-life balance and strategic collaboration for sustained growth. In This Episode: 00:00 Introduction & Early Career 02:11 From Employee to Partner 05:01 The Evolution to...
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Rewind : A Marketing Strategy That Works w/ Chris Forsey
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2022! If getting more clients is on the agenda, this is a conversation you don’t want to miss. Roger speaks with Chris about the elements that make up the ideal marketing strategy from identifying the ideal clients, to niching, advertising budget, emotional selling and so much more. This is a fun, heartfelt conversation between two friends you’ll enjoy and find helpful as you work ON your business to get the clients you deserve. Sit back and enjoy, and be ready to take some good notes. Your Host: , president of Our Guest: Chris Forsey Chris is...
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Rewind : Bringing Passion to Client Relations w/ Bobby Martin
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Bobby and Roger have a timely discussion about industry trends and why they are relevant to know as accounting professionals. From marketing and sales to get the clients we need to grow the business to then working with them as their CFO and advisor. It all starts with a genuine curiosity for business in general. From that we are able to then use industry research to have the edge in business advisory services. You’ve heard it before, information is power, in fact it is the path to asking the right questions. Elevating your...
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AI for Accountants: What’s the Real Impact? w/ Nathan Whittacre
Building the Premier Accounting Firm
Thank you for joining us for another episode of Building the Premier Accounting Firm. In today’s episode, Roger Knecht and guest Nathan Whittacre discuss the ever-evolving landscape of technology, cybersecurity, and AI in the accounting industry. They offer practical advice for accounting professionals on how to navigate digital threats and leverage new technologies for business growth. In This Episode: 00:00 Introduction & Guest Background 01:28 Evolution of Business Technology 05:57 Embracing Technological Change 09:49 Data Security & Compliance 14:45 Evaluating New Technologies...
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Rewind : The Business Owner Mindset w/ Shannon Vincent
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Here’s an episode you don’t want to miss. Shannon and Roger discuss the challenges that owners of accounting firms face as they work to offer quality accounting services profitably. For example, is it effective to be everything to everyone when running the business? Sometimes we get too busy and forget we always have a choice! They address mindset and why having an abundance mindset is so important as it effects marketing, sales, pricing, client retention and so much more. In fact, you’ll want to understand what Shannon refers to...
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Get Clients: How to Transform Leads into Paying Customers w/ Nikki Rausch
Building the Premier Accounting Firm
Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Nikki Rausch discuss how to master authentic sales in the accounting industry. Learn to differentiate marketing from sales, build lasting client relationships, and effectively price your services for maximum value and client satisfaction. This episode provides actionable insights to transform your approach to attracting and retaining high-value clients. In This Episode: 00:00 Welcome & Guest Introduction 01:00 Marketing vs. Sales Explained 03:12 Mindset Shift in Sales 06:06 Engaging on Social Media...
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This Week on BPAF : Nikki Rausch
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses using questions to build your authority in the marketplace with Nikki Rausch.
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Rewind : Giving Back to the Accounting Profession w/ Tiffani Higgins
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Imagine offering bookkeeping services on the side, over weekends and weeknights, and having the success to replace the day job income and then deciding to not only do it full-time but also now work to replace your spouse’s income and bring them home to be with the family. DONE, Tiffani did that and so much more! It was because of the freedom and flexibility that come from running her own business she was able to meet the needs that arose when growing the family having twins as well as homeschooling her children. Consider the...
info_outlineJoin us as we revisit this conversation from 2021!
Hear how April started her journey into business and how it was influenced by her faith in God which ultimately blessed her life in unexpected ways. Each of us have unique stories to share and April’s is amazing and faith promoting.
Are you listening to your inner voice?
Learn what she has done with confidence to define her offer is such a way that it is clear and concise what the client is receiving and can expect when working with her. It’s her confidence that brings clarity to her messaging. In the end, she provides her clients peace of mind when it comes to the financials associated with their business.
Listen to this uplifting discussion that Roger and April have.
April shares work / life balance insights as well as marketing tips to help grow the business.
Enjoy 😊
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: April Pinheiro
My name is April Pinheiro. I’m a work-from-home mom of two adorable children Grey and Grace. I have a deep faith in God, which lead me to becoming a bookkeeper. I started in the bookkeeping industry as a night auditor for hotels. Basically, every night I would balance the daily books for the hotel. I did this for about ten years. I took some time off to have my son and daughter, and then in 2019 God lead me to my first client. I officially opened my business in 2020 and have been working exclusively with trades businesses since. We recently became Pure Bookkeeping Certified and now happily tote “Audit Proof Bookkeeping for the Trades”.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
There is a Turnkey Business Plan for accounting professionals to have the premier accounting firm in their area. Learn the 4 things you need to know to start and build your business with confidence. From marketing to sales, pricing and client retention you don’t want to skip this business building course that you can access for FREE.
With that in place, “nothing happens until you have a sale”! From marketing to sales there is a place to start and then a way to nurture your contacts to become paying clients. Leverage your online presence and automate the system to get you the clients you deserve. Attend this powerful and educational webinar to get you the tax and accounting clients you want. Register NOW and get ready to take some good notes.
Lastly, your success is based on your ability to do the work efficiently and profitably. See what you can do to leverage technology using a proven tech stack for accounting professionals. It’s the Virtual Bookkeepers Roadmap.
April also shared how she is using Pure Bookkeeping to manage her business. See what that involves and consider it for your business.
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