This Week on BPAF : Peter McCarroll
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses AI with Peter McCarroll.
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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...
info_outlineThis is a conversation that everyone will be able to relate to. Roger and Melissa keep it professional but will also make this personal. We each have destructive stigmas that we deal with that hold us back, especially when it comes to money. In fact, everyone has a unique money story.
As accounting professionals are we inspiring and empowering our clients to be financially successful?
It’s not enough that we provide, we also need to be willing to teach business owners, CEO’s their numbers in business so they can create more profit in their business.
Ask yourself this, what are the similarities that exist between therapy and coaching?
They’ll also discuss how we can and should go ALL IN with our company and work ON our business.
Oh, and they’ll also discuss money “mismanagement” and the hole that it can become. Just because we’re accountants doesn’t necessarily mean we are perfect, great, or even good with our own money management, or should it?
Have you at times felt like you are living with the imposter syndrome as an accountant?
Sit back and enjoy this next conversation.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Melissa Houston
Melissa Houston is the founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth.
Melissa's seen the bottom and climbed her way back up, she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses.
She has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing
their financial management skills. Your numbers are telling you a story – make sure you are listening to it.
Melissa’s passion is helping business owners go from 6-figure to 7-figure businesses and achieve their personal financial dreams. When Melissa isn’t helping entrepreneurs become better CEO’s of their business, she can be found at the cottage with her husband Jamie, two teen children, and three dogs.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide to have the premier accounting business today:
- “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
- “in the BLACK, nine principles to make your business profitable” – e-book
- Profit First – the transformative process to apply in business to make profit deliberate and intention
As was mentioned in the episode, we are and should become for our clients their strategic trusted advisor. We refer to this as becoming their Profit & Growth Expert following the processes outlined in the Universal Business Builder engagement. This is a great addition to your firm’s offer, an additional revenue stream, and a client retention service.
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