Rewind : The Working Nomad Lifestyle & Achieving Financial Independence w/ Shlomo Freund
Building the Premier Accounting Firm
Release Date: 05/23/2026
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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Join us this Wednesday for a new episode where Roger discusses having a successfull sales cycle with Brian Mayoral
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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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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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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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Join us this Wednesday for a new episode where Roger discusses working more efficiently with Matt Granados
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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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Join us this Wednesday for a new episode where Roger discusses delegation with Justin Lund
info_outlineWelcome to the latest episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger talks to Shlomo Freund, a seasoned entrepreneur and investor with 18 years of experience.
Shlomo shares his inspiring journey of entrepreneurship and his experiences running a remote business. He highlights the upsides and downsides of working remotely and provides valuable advice on how to work remotely with family. He also discusses how working remotely with family benefits the kids and provides insights from his personal experiences of working remotely and traveling around the world.
Retirement is an important topic for entrepreneurs, and Roger and Shlomo dive into what retirement means for entrepreneurs and how to deal with it. They also talk about the value a financial planner brings to the table and how accountants can help clients prepare for financial freedom.
And on the subject of attaining financial freedom, they discuss the topic of diversifying your investments as Shlomo opens up about his niche website venture.
If you're an entrepreneur or small business owner looking for advice on running a remote business, preparing for retirement, or diversifying your finances, this episode is a must-listen. Join Roger Knecht and Shlomo Freund as they share their expertise and insights on "Building the Premier Accounting Firm".
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Shlomo Freund
Shlomo is a seasoned entrepreneur with 18 years of experience and a passion for helping others reach their financial goals through niche website investing. He has been an investor since 2006 and has a proven track record of success, starting with stocks and later expanding into international real estate and crowd investing.
Shlomo is also a location independent professional and has built a lifestyle that allows him to work remotely and travel with his family. He is a proud father of three young girls, aged 7, 2 and 2.5 months, and is currently homeschooling them while on their workation adventures.
In addition to his personal experience, Shlomo offers coaching and consulting services to individuals through his company Free Financial Self (www.freefinancialself.com), looking to invest in niche websites, as well as businesses seeking to grow through website acquisition. With his expertise and passion for the industry, he helps clients align their financial goals with their lifestyle aspirations.
You can reach Shlomo directly either on Linkedin or Twitter
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Learn how to organize your finances to reach financial independence faster.
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 quality CFO & Advisory services as a Profit & Growth Expert 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!
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For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777