Rewind : SEO for Accountants & More! w/ Kelly Gonsalves
Building the Premier Accounting Firm
Release Date: 05/02/2026
Building the Premier Accounting Firm
Welcome to another episode of Building the Premier Accounting Firm with host Roger Knecht. Today, Roger sits down with Tim Brackney to discuss how to build a premier accounting firm, focusing on private equity strategies, firm valuation, and the importance of a clear North Star vision. Learn how Springline Advisory identifies top-tier middle-market advisory businesses by evaluating economic, strategic, and cultural fits, and why a people-first approach is key to success. In This Episode: 00:00 Welcome & Guest Introduction 01:12 Tim’s Journey to Springline 03:19 Springline’s Goal &...
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Thank you for joining us for another episode of Building the Premier Accounting Firm. Today, host Roger Knecht and David Waite discuss the evolving accounting profession, focusing on how education must adapt to prepare students for a world with AI and changing job roles. They explore the shift from traditional accounting tasks to advisory services and critical thinking. Episode Navigation: 00:00 Welcome and Introduction 01:02 David’s Accounting Journey 06:53 The Limited Scope of Accounting Education 11:35 The Need for Educational Reform 15:37 Introducing Bookkeeping into Academia 20:01...
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Join us as we revisit this conversation from 2022! In this episode of Building the Premier Accounting Firm, you’ll learn what you need to do with your online presence to get people to find you and act, to call or book an appointment to meet with you. We all hear it, again and again, there are things we need to have a profitable and effective online presence: Search Engine Optimization (SEO) Writing Content Blogging But what does this all mean and what do we need to do to be relevant and found online. Roger and Kelly have an in-depth conversation that we all need to hear to leverage...
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Roger Knecht and Wes Towers discuss effective marketing strategies for accounting firms, focusing on local presence, niche marketing, and leveraging AI for content creation. Learn how to transform random marketing acts into deliberate growth engines and enhance your firm’s visibility and client acquisition. In This Episode: 00:00 Introduction to Marketing for Accountants 02:52 Leveraging Local Presence and Niching 06:47 Outcome-Focused Marketing Messaging 09:52 Google Business Profile and Reviews 14:11 Marketing Rhythm and Content Creation 19:51 AI in Marketing and Human Connection 26:25...
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Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Duane Deason, a seasoned CPA and cost management expert, discuss how accounting firms can provide invaluable cost management services to their clients. This episode explores strategies for optimizing business efficiency, increasing profitability, and leveraging financial data for sustained growth, moving beyond traditional accounting into an advisory role. In This Episode: 00:00 Introduction to Cost Management 02:54 Cost Management for Accountants 06:14 Rethinking Cost Management Strategies 09:29...
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Join us this Wednesday for a new episode where Roger discusses AI and Cashflow with Duane Deason
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Join 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...
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In today’s episode of Building the Premier Accounting Firm, Roger Knecht and Jonathan Stark discuss the pitfalls of hourly billing and the significant benefits of shifting to value-based pricing for accounting firms. Learn how to transform your business model, increase profitability, and build stronger client relationships by focusing on client outcomes rather than billable hours. This episode offers practical strategies for making this critical transition and leveraging your expertise effectively. In This Episode: 00:00 Introduction to the Podcast 01:21 The Problem with Hourly Billing 03:31...
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Join us this Wednesday for a new episode where Roger discusses the mindset around pricing with Jonathan Stark.
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Listen as two expert salespeople share their insights; the key elements needed to close the deal and get the clients you deserve. Debra and Roger offer actionable steps that any accounting professional can take to comfortably use to get the next new client. This is an energetic conversation that you are sure to enjoy and use to improve your sales processes. Get ready to take some good notes on topics ranging from: Identifying and using your Inside Voice – your inner voice Sales make the work go round, consider it first things first when it comes to your business. Sales are the...
info_outlineJoin us as we revisit this conversation from 2022!
In this episode of Building the Premier Accounting Firm, you’ll learn what you need to do with your online presence to get people to find you and act, to call or book an appointment to meet with you. We all hear it, again and again, there are things we need to have a profitable and effective online presence:
- Search Engine Optimization (SEO)
- Writing Content
- Blogging
But what does this all mean and what do we need to do to be relevant and found online.
Roger and Kelly have an in-depth conversation that we all need to hear to leverage our online presence to get clients and grow the business.
Ask yourself, are you being found online and are you happy with your online presence? What are the first things first that we all need to consider and prioritize?
Get ready to take notes and listen in.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Kelly Gonsalves
Mix a creative mind with a number-cruncher, then throw in a dash of New York City attitude and what do you get? Kelly Gonsalves - a true entrepreneur that is all in, all the time. She has started three companies, including a co-founding role in Ideation: Think Forward. Kelly is a force to be reckoned with.
Her first endeavor began just five years ago when Kelly founded Totally Booked (TM). The purpose: to assist every small business in becoming more profitable by utilizing efficient accounting processes.
Most people would sit back and coast on their success - but Kelly isn't "most people". She's shown no signs of slowing down. In 2020, Kelly founded a new venture, totally seo.
The major mission of totally seo is simple: to get accounting professionals and app partners more visibility from the audience they desire, so they can focus on creating the strong business they deserve.
Where else has this passion for small business solutions taken her? Kelly is a QuickBooks Advanced Certified ProAdvisor (™), a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, as well as the host of Insightful Accountant's QB Talks: App Neighborhood Watch.
In her downtime Kelly spends her weekends paddle boarding on the lake with her dog, Nina, cooking up a great meal, or taking on DIY projects at her new home.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
First, do you have a website? If not get online for FREE with Universal Accounting Sites.
Next, let’s optimize your website. Reach out to Kelly and find out what you can do with her help to improve your online presence to get you the clients you deserve. There’s also a discount to take advantage of. Check it out: https://www.totally-seo.com/
Then we need to see how this all applies to your entire business plan. There’s a Turnkey Business Plan for accounting professionals so make sure you’re following the tried and proven steps to building a successful business.
Also, understand how you can best leverage your online presence using technology to now automate the marketing and sales process to grow a virtual accounting business. This is a webinar you don’t want to miss. Watch it now!
Build your bookkeeping business today following the Virtual Bookkeepers Roadmap.
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