Marketing vs. Sales: Where Accountants Go Wrong w/ Kenny Harper
Building the Premier Accounting Firm
Release Date: 04/09/2025
Building the Premier Accounting Firm
In this episode of “Building the Premier Accounting Firm,” host Roger Knecht and Robb Zbierski, professional speaker and coach with Freedom Personal Development, explore the critical role of mindset and mental health in achieving business success. They discuss practical strategies for rewiring your brain for optimism and resilience, offering actionable insights to overcome limiting beliefs. Key Takeaways: Recognize the value of having a “head coach” to gain perspective and challenge limiting beliefs. Implement daily, weekly, and quarterly routines to reinforce positive thinking and...
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Join us as we revisit this conversation from 2021! Listen in as Roger and Erin discuss the psychology that can frustrate our efforts to be successful and profitable in business. Consider the things so many of us do that sabotage our individual success and learn the formula to help make profit deliberate and intentional. Dream big enough and start small enough to experience success – baby steps 😊 Erin has worked with accounting professional over the years to know what it takes emotionally and practically to help business owners make profit a priority. Learn about the 5 plates...
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In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes motivational speaker and business coach Becky Kemp to explore the power of words in both personal and professional success. Discover actionable insights and the importance of intentional communication for entrepreneurs seeking to improve their businesses and lives. 🚀 Key Takeaways: Acknowledge the need for change and personal dreams to spark creation and innovation. 🌟 Ask better questions to overcome obstacles and find unique paths to business success. ❓ Practice abundant thinking and gratitude to...
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Join us this Wednesday for a new episode where Roger discusses the power of words with Becky Kemp.
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Join us as we revisit this conversation from 2021! Working with business owners often presents opportunities to educate and perhaps inspire. But what does this look like in a professional setting, in fact in a more formal relationship that may involve compensation? Learn the levels that exist for accounting professionals to offer more than quality accounting services. Consider becoming a: Mentor Advisor Consultant Coach See what you can do to benefit from each as well as offer each of these services to build the premier accounting business in your area. Your Host: ,...
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In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Randy Johnston, a leading figure in accounting technology, about tech stacks, AI, and the future of the accounting industry. Johnston shares his expertise on choosing the right technology, integrating AI seamlessly, and leveraging tools for optimal efficiency and client satisfaction. This episode provides actionable advice for accounting professionals looking to enhance their firms with cutting-edge technology and strategic service offerings. Key Takeaways: 💡 Define Your Service Offerings: Determine the...
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Join us this Wednesday for a new episode where Roger discusses technology with Randy Johnston
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Join us as we revisit this conversation from 2021! Selling accounting services can be a challenge, in fact frustrating, but it doesn’t need to be that way. Listen in as Clay and Roger discuss some essential elements of the process that can make it easier and more effective for you as you work to bring on new clients. There are some key parts of the meeting with a potential client that you don’t want to miss. Also take advantage of some free resources Clay shares that are available to our listeners that you don’t want to miss. It’s time to confidently market and sell your...
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In this episode of Building the Premier Accounting Firm, Kirstin Reeder, founder and CEO of Purple Sapphire Business Solutions, shares her journey from stay-at-home mom to EA, offering specialized bookkeeping and tax services. Discover how she balances family and business, sets boundaries, and leverages networking to grow her firm. Key Takeaways: 🤝 Leverage networking and referrals for client acquisition in bookkeeping and tax services. ⏰ Set clear boundaries and manage scope creep to maintain work-life balance. 💡 Offer tiered tax planning services to cater to different client...
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Join us this Wednesday for a new episode where Roger discusses tax planning with Kirsten Reeder
info_outlineIn this episode of Building the Premier Accounting Firm, Kenny Harper of Growth Amplifiers joins Roger Knecht to discuss the nuances of marketing and sales, emphasizing the importance of niching, understanding the customer journey, and sharing value to attract and retain ideal clients for accounting, bookkeeping, and tax businesses. Kenny shares actionable strategies to amplify your firm’s reach and impact.
Key Takeaways:
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Understand the distinction between marketing (attracting ideal clients) and sales (helping clients achieve their goals).
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Share the full range of your services with clients; don’t assume they know what you offer.
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Niche your marketing to resonate with specific industries or client types for better engagement.
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Focus on building relationships and guiding clients through a journey, rather than pushing for a quick sale.
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Seek fresh perspectives to identify blind spots and optimize your marketing and sales efforts.
Featured Quotes:
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“Clients don’t know what they don’t know.” - Roger Knecht [09:46]
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“Sales is simply just helping people get that value.” - Kenny Harper [14:23]
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“You don’t have to niche your whole business, but you should consider niching your marketing.” - Kenny Harper [26:05]
Behind the Story:
Kenny Harper’s path from recording bands to optimizing marketing strategies for business advisors offers a unique perspective on growth. His early struggles in the music industry taught him the importance of the business side of passion, shaping his approach to helping others amplify their impact.
Thank you for joining us for this enlightening episode of Building the Premier Accounting Firm with Roger Knecht. For additional help and resources for improving your marketing, sales, and ability to build relationships at your accounting firm, call 435-344-2060 to connect with Universal Accounting’s team.
Sponsors:
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Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
The Advisors Playbook - Learn how to attract and enrol more ideal customers: https://growthamplifiers.com/amplify/
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:
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“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.
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“in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.
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“Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.
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“Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.
Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.
In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a:
Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.
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Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.
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.
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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