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Rewind : SEO for Accountants & More! w/ Kelly Gonsalves

Building the Premier Accounting Firm

Release Date: 05/02/2026

Why Accounting Marketing Messages Fail w/ Heidi Ryder show art 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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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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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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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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More Episodes

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 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:

Universal Accounting Center

  • 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