Building the Premier Accounting Firm
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...
info_outlineBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses AI and Cashflow with Duane Deason
info_outlineBuilding the Premier Accounting Firm
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...
info_outlineBuilding the Premier Accounting Firm
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...
info_outlineBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses the mindset around pricing with Jonathan Stark.
info_outlineBuilding the Premier Accounting Firm
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_outlineBuilding 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...
info_outlineBuilding 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...
info_outlineBuilding 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...
info_outlineBuilding 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...
info_outlineRoger is happy to bring Mitchell Levy back to the podcast for another timely discussion. They cover a variety of topics beginning with a subject we each need to consider both personally and professionally, the need to bring creditability to the relationships we have.
After hundreds of discussions with successful and influential business leaders, Mitchell shares some of his observations and insights including the need for us all to be timely, and punctual. Time is a precious commodity so we all can do a better job respecting our time.
Roger and Mitchel also discuss the importance of purpose & passion, but can we also articulate it. What is it we need to do to clearly explain what we do and why it matters? Learn what a CPOP is and how we can communicate it more clearly. There are some important lessons here for us to hear.
Then they discuss whether we are listening well to others? Not just hearing but also understanding.
I think many would agree, that life can be hard and scary but Roger and Mitchel want to bring some light to the situation. In fact, they clearly point out that we each can fix this, that we individually can make a difference, you perhaps are the difference that is needed in the world, in the life of those you are interacting with. Basically, we each need to be a better person.
This is another episode you’ll be glad you heard so sit back, enjoy and be sure to take some notes.
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Mitchell Levy
Global Credibility Expert Mitchell Levy is a 2x TEDx speaker, an international
bestselling author of over 60 books, and an executive coach at Marshall
Goldsmith’s 100 Coaches. After interviewing 500 thought leaders on
credibility, he published a 7-country international bestselling book, delivered a
powerful TEDx on humanity, created courses, and created the Credibility
Nation membership community to help those live, learn and surround
themselves with others on the credibility journey.
He's an accomplished Entrepreneur who has created twenty businesses in
Silicon Valley including four publishing companies that have published over
750 books. He's provided strategic consulting to hundreds of companies and has
been the chairman of a board of a NASDAQ-listed company. Mitchell has been
happily married for thirty-one years and prior to covid-19, would regularly spend four weeks a year in Europe with family and friends.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Becoming creditable is a characteristic that is an admirable trait to develop. Listen as Mitchell explains this principle and how it applies to each of us individually. This is Mitchell speaking at Tedx.
Roger also mentioned this offer that Mitchell is giving the listeners of the podcast, 2 months of free access to creditability nation. Go here to sign up and participate in the Creditable Nation experience.
And then there is the quarterly event, Ultimate Credibility Bootcamp that you are invited to attend.
You’ll also want to get a FREE copy of these books that 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:
- “in the BLACK, nine principles to make your business profitable” – e-book
- “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
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