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This Week on BPAF : Craig Primo

Building the Premier Accounting Firm

Release Date: 09/30/2024

The CEO’s Journey: Navigating Leadership and Growth in Accounting Firms w/ Scott Ritzheimer show art The CEO’s Journey: Navigating Leadership and Growth in Accounting Firms w/ Scott Ritzheimer

Building the Premier Accounting Firm

In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht and guest Scott Ritzheimer explore the journey to achieving predictable success and sustaining growth in accounting firms. The conversation delves into the pivotal role of leadership, employee satisfaction, and stakeholder contentment in driving organizational performance. Key Highlights: Scott’s Journey: Scott shares his transition from ministry training to the accounting world, recounting how he revitalized a failing business by shifting from task execution to effective management, leading to significant...

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This Week on BPAF : Scott Ritzheimer show art This Week on BPAF : Scott Ritzheimer

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses the 7 stages and challenges founders face with Scott Ritzheimer.  

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Rewind : Building Systems and Processes Within Your Accounting Business w/ Michael Palmer show art Rewind : Building Systems and Processes Within Your Accounting Business w/ Michael Palmer

Building the Premier Accounting Firm

There is value having a business coach help you work ON your accounting business.  Bookkeeping is an essential part of a successful business so let’s get excited within the profession to make a difference in business.

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From Bookkeeper to Business Builder w/ Rebecca Howell show art From Bookkeeper to Business Builder w/ Rebecca Howell

Building the Premier Accounting Firm

In this episode, Universal Accounting President and host Roger Knecht sits down with Rebecca Howell to explore her transformative journey in the accounting industry. From a passion for math to a thriving 20-year career in bookkeeping, Rebecca’s story is one of growth, adaptation, and strategic transition that we in the industry can relate to and learn from. Key Highlights: Early Beginnings and Business Growth:  Rebecca’s love for numbers propelled her into bookkeeping, supporting small businesses and entrepreneurs. Launching her own firm in 2003, she expanded her client base...

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This Week on BPAF : Rebecca Howell show art This Week on BPAF : Rebecca Howell

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses Growing and selling a business with Rebecca Howell

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Rewind : Are You Living Your Legacy Today? w/ Mitchell Levy show art Rewind : Are You Living Your Legacy Today? w/ Mitchell Levy

Building the Premier Accounting Firm

In the hustle of the day-to-day activities it’s important to pause, become present and live with intent.  Listen as Roger and Mitchel discuss ways to create and live our own personal legacies today with purpose and intent.  As we get old life can appear to be passing us by but here is the opportunity we each need to reassess and prioritize what we are doing.

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The Role of the Accountant in Business Exits w/ Craig Primo show art The Role of the Accountant in Business Exits w/ Craig Primo

Building the Premier Accounting Firm

In this enlightening episode, host Roger Knecht sits down with Craig Primo, a FINRA licensed investment banker, to explore the multifaceted process of selling a business. Craig shares invaluable insights into the essential role accountants play in ensuring smooth and successful transactions. Whether you’re planning an exit strategy or facing an unexpected sale, this episode is packed with practical advice to help you prepare. Main Themes: The Critical Role of Accountants: Craig and Roger note the importance of maintaining accurate financial records during a sale. They discuss...

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This Week on BPAF : Craig Primo show art This Week on BPAF : Craig Primo

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger sits down with Craig Primo.  

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Rewind : Putting Profit First and Eradicate Entrepreneurial Poverty with Ron Saharyan show art Rewind : Putting Profit First and Eradicate Entrepreneurial Poverty with Ron Saharyan

Building the Premier Accounting Firm

As accounting services become more automated and commoditized there are things accounting firms can do to remain relevant and take care of their clients.  Listen to Roger Knecht, president of Universal Accounting Center and Ron Saharyan, Co-Founder of Profit First Professionals as they consider the challenge accounting professional face today.  Consider the solutions offered and see what you can do to offer more value to your customers as a trusted strategic advisor helping them make profit a priority.

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Empathy-Driven Strategies for Premier Client Relationships w/ Chantal Cornelius show art Empathy-Driven Strategies for Premier Client Relationships w/ Chantal Cornelius

Building the Premier Accounting Firm

In this episode of Building the Premier Accounting Firm, host Roger Knecht is joined by Chantal Cornelius, founder of Apple Tree Marketing, to explore the critical role of emotional connections in client relationships within the accounting industry. Chantal emphasizes that the success of accounting firms hinges on building trust and personal connections with clients, which goes beyond the typical scope of social media content. Key Discussion Points Emotional Decision-Making: 95% of buying decisions are emotionally driven, Chantal says. She introduces strategies to create empathy-driven...

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More Episodes

Join us this Wednesday for a new episode where Roger sits down with Craig Primo.