Rewind : Moving Away From Data Entry w/ Moshe Teitlebaum
Building the Premier Accounting Firm
Release Date: 04/18/2026
Why Accounting Marketing Messages Fail w/ Heidi Ryder
Building the Premier Accounting Firm
Join Roger Knecht and guest Heidi Ryder as they explore the essentials of growing a bookkeeping business with powerful marketing on the latest episode of Building the Premier Accounting Firm. This episode provides practical advice on marketing your firm, leveraging AI tools, and overcoming imposter syndrome to build a successful, remote-first accounting practice. In This Episode: 00:00:00 Introduction and Why Become a Bookkeeper 00:04:22 Virtual Bookkeeping and Client Retention 00:08:36 Common Marketing Pitfalls and Language 00:13:35 Practical Advice and Using AI for Marketing 00:20:47...
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The Secret to Closing the Gap Between Profit and Cash w/ David Safeer
Building the Premier Accounting Firm
Welcome to another episode of Building the Premier Accounting Firm. Today you’ll discover how to bridge the gap between technical accounting and the practical cash flow needs of small business owners. Roger Knecht and guest David Safeer share actionable strategies to help accounting professionals transition into high-value cash flow advisory roles. In This Episode: 04:08 Cash vs. Accrual Perspectives 08:24 Implementing Cash Flow Projections 14:16 Attention and Accountability 26:47 Managing Cash Flow Strategies 37:37 Cash Flow Misconceptions 42:01 Accrual vs. Cash Forecasts 49:17 Impactful...
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Is Your Sales Process Limiting Your Accounting Firm? w/ Brian Mayoral
Building the Premier Accounting Firm
Thank you for joining us for another episode of Building the Premier Accounting Firm. Today Roger Knecht and Brian Mayoral, Co-Founder and CEO of Sell Up, explore how accounting professionals can create the ideal sales package for their services. Discover how niching, effective sales systems, and shifting from features to benefits can help you scale your firm with easy to implement sales strategies. In This Episode: 00:00:00 Introduction to the Podcast 00:02:10 Redefining the Meaning of Sales 00:07:54 Mentorship and Personal Growth 00:13:01 Common Sales Pitfalls for Accountants 00:19:58...
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This Week on BPAF : Brian Mayoral
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses having a successfull sales cycle with Brian Mayoral
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The 5-Part Framework for Magnetic Company Culture w/ Dr. Ruth Mannschreck
Building the Premier Accounting Firm
Thank you for joining us for another episode of Building the Premier Accounting Firm. Today you’ll discover how to build a self-sustaining accounting firm that thrives without your constant presence. Roger Knecht and guest Dr. Ruth Mannschreck share a five-part framework for creating robust systems, fostering a magnetic company culture, and hiring for long-term success. In This Episode: 02:34 The Catalyst for Business Transformation 06:16 Collaborative Problem Solving and Systems 10:05 Communication and The Warm Handoff 17:27 Hiring for Soft Skills 23:06 Defining Culture through Behavior...
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This Week on BPAF : Dr. Ruth Mannschreck
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses building a practive hat runs without you with Dr. Ruth Manschreck
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The Secret to Falling in Love with Accounting Again w/ Matt Granados
Building the Premier Accounting Firm
In today’s episode of Building the Premier Accounting Firm, Roger Knecht and guest Matt Granados discuss how accounting firm owners can move beyond basic efficiency to reach true effectiveness. They explore how setting clear client expectations and implementing structured planning systems help reduce burnout and improve profitability. In This Episode: 00:00 Efficiency vs Effectiveness in Accounting 03:50 Managing Expectations and Client Satisfaction 07:13 Bridging Intention and Execution 12:24 Evolution of Leadership Styles 17:24 Creating Margin and Optimal Performance 23:29 Strategic...
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This Week on BPAF : Matt Granados
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses working more efficiently with Matt Granados
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Get 5-10 Hours Back: How to Delegate Low-Value Tasks w/ Justin Lund
Building the Premier Accounting Firm
Thank you for listening to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Justin Lund discuss how founders can avoid common mistakes that lead to burnout and chaos. Justin shares his experience building and exiting multiple companies, highlighting the importance of strategic delegation and leveraging accounting insights to gain freedom and profitability in business. This episode is packed with practical advice for accounting professionals looking to scale their firms without sacrificing personal well-being. In This Episode: 00:00 Introduction to Justin Lund...
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This Week on BPAF : Justin Lund
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses delegation with Justin Lund
info_outlineJoin us as we revisit this conversation from 2022!
Accounting & bookkeeping is made up of processes and systems, prime to be automated. But what and how is the million-dollar question. Well, this is a conversation with someone committed to using technology and Artificial Intelligence (AI) to do just that.
This is a conversation with the founder of such a company.
Listen in as Roger has Moshe share his story and give some insights into the process of leveraging technology to help the accounting profession.
Automation and accuracy are our friends! It removes the pain points in the work we do to prepare the financial reports for our clients.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Moshe Teitelbaum
Moshe Teitelbaum is a serial entrepreneur; the voice of Israel called him ‘The Jewish Steve Jobs.’
He is obsessed with redesigning antiquated, broken systems. After selling his previous company that changed the world of telecom, he decided to take on the archaic world of bookkeeping and money management.
Shtar interconnects accounting applications and bank platforms, upending the archaic and cumbersome world of business payments and invoices by eliminating manual processes. Tomorrow, SHTAR’s comprehensive network will use predictive software that will make human-driven accounting as we know it a relic of the past.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Register and attend the event helping accounting professionals have the premier accounting firm in their area. GrowCon is the yearly conference for the owner of an accounting business, accountrepreneurs, to help them focus on the 3 key areas of their business:
- Marketing & Sales – getting more clients
- Accounting – offering quality services
- Production – working efficiently and profitably
Be sure to also consider attending PreCon and receive some R&R before the conference. We look forward to seeing you there.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.
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