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3 Interview Hacks to Hire Accounting All-Stars w/ Mark Herschberg

Building the Premier Accounting Firm

Release Date: 06/11/2025

Rewind : Leveraging Testimonials To Get More Clients! w/ 'TC' Teresa Clark show art Rewind : Leveraging Testimonials To Get More Clients! w/ 'TC' Teresa Clark

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! It’s not just what our clients say that matters, it’s so much more than kind words. In addition to the ego boost from our clients’ testimonials are the social proof that is needed to grow the business. Consider the connection that is peer to peer when potential clients hear what other business owners are saying. ‘TC’ and Roger have a great conversation about the power of testimonials and how to get them.  ‘TC’ demonstrates the ease to get the feedback and promotional materials we all need to hear and use to grow our...

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5 Common Bookkeeping Errors (and How to Fix Them) w/ Leeroy Beeby show art 5 Common Bookkeeping Errors (and How to Fix Them) w/ Leeroy Beeby

Building the Premier Accounting Firm

In this episode of “Building the Premier Accounting Firm,” host Roger Knecht interviews Leeroy Beeby, co-founder of Level, about his journey from accounting professional to tech entrepreneur. They explore the importance of niching down, leveraging technology, and prioritizing client relationships in building a  Key Takeaways: Niche Down: Specialize in a specific industry to offer tailored services and gain a competitive edge. 🎯 Embrace Technology: Adopt software and AI tools to streamline processes, improve efficiency, and standardize operations. ⚙️ Prioritize Quality...

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This Week on BPAF : Leeroy Beeby show art This Week on BPAF : Leeroy Beeby

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger is joined by Leeroy Beeby to discuss his journey from accountant to business owner.  

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Rewind : The Journey Into The Unknown as an Accounting Professional w/ Ken Boyd show art Rewind : The Journey Into The Unknown as an Accounting Professional w/ Ken Boyd

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! Everyone begins and later ends their journey as an accounting professional in a unique way.  Even though many try to be intentional there can be surprises.  Imagine going from accountant to professor and then author.  In fact, consider what you’d say when asked to write Accounting For Dummies.  What would you say? what would you do? Listen as Ken and Roger discuss this exciting career path along with insights related to pricing, offering quality services, engaging more with our clients. At the end of the day, it is all...

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How to Stop Bottlenecks at Your Accounting Firm w/ Jen Hamilton show art How to Stop Bottlenecks at Your Accounting Firm w/ Jen Hamilton

Building the Premier Accounting Firm

  In this episode of “Building the Premier Accounting Firm,” Jen Hamilton sits down with Roger Knecht to discuss how accounting professionals can boost efficiency and productivity through effective operational strategies. Jen shares insights on motivating employees, identifying bottlenecks, and developing emerging leaders to drive profitability in accounting firms. 💼 Key Takeaways: 💡 Motivate employees by understanding their individual goals and aligning them with company objectives. 🔎 Identify operational bottlenecks by analyzing decision-making frameworks and process...

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This Week on BPAF : Jen Hamilton show art This Week on BPAF : Jen Hamilton

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses operations with Jen Hamilton.  

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Rewind : Accounting Has & Is Evolving w/ Mark Lloydbottom show art Rewind : Accounting Has & Is Evolving w/ Mark Lloydbottom

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! There is still, and will always be, an increasing need from business for the accounting professional to step up and help in an advisory or coaching perspective to help owners effectively use the financial information to make more informed decisions. Accounting is more than compliance work. After more than 30 years in the accounting profession Mark and Roger discuss the changes seen and that are coming to the industry.  Listen in and see how this compares to your experience.   Sponsors: Helping accounting professionals confidently...

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The Middle Class Mindset: Is It Hurting Your Firm? w/ David Neagle show art The Middle Class Mindset: Is It Hurting Your Firm? w/ David Neagle

Building the Premier Accounting Firm

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews David Neagle, a mindset expert, on how accounting professionals can adopt a successful mindset to grow their businesses. Nagel shares his personal journey, emphasizing the importance of sales, delegation, and focusing on strengths to achieve financial freedom and build a thriving company. Key Takeaways: 🔄 Shift from a worker-class mindset to an entrepreneurial mindset by claiming your authority and promoting yourself. 🎯 Prioritize high-impact activities like sales and delegate tasks that don’t...

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This Week on BPAF : David Neagle show art This Week on BPAF : David Neagle

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses mindset with David Neagle.  

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Rewind : Words Sell And Are Compelling w/ Chris Forsey show art Rewind : Words Sell And Are Compelling w/ Chris Forsey

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! Using the right words can make all the difference when marketing and selling your services effectively.  They could be the difference between success and failure in your marketing. Are we also leveraging technology to find potential clients?  Today there are a number of tools available to help manage, nurture and engage with our potential clients to help them become our next clients. Listen as Chris and Roger discuss new ways to effectively market accounting services. Don’t miss this episode! Also, pay attention to the advice...

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More Episodes

In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Mark Herschberg, author of “The Career Toolkit,” to discuss essential skills for success, effective hiring processes, and the importance of career planning. They explore key skills like communication, negotiation, and leadership, offering actionable insights for both employers and employees in the accounting profession. 

Key Takeaways:

  • 💡 Identify and assess key skills beyond technical abilities, such as communication, teamwork, and leadership, during the hiring process.

  • 🤝 Negotiate effectively by adopting a win-win mindset, expanding the pie for mutual benefit, and understanding your BATNA (Best Alternative to a Negotiated Agreement).

  • 🌱 Support employee career development by fostering open conversations, recognizing that career paths may diverge, and providing opportunities for skill enhancement.

  • 🗣️ Define required communication skills specifically (written, verbal, presentation) in job descriptions and assess them accordingly during interviews.

  • ⚖️ Distinguish between leadership and management, understanding that leadership sets the vision while management focuses on tactical execution.

Featured Quotes:

  • Mark Herschberg: “Nobody ever managed men into battle.”

  • Mark Herschberg: “Jobs are short, careers are long.”

  • Mark Herschberg: “You don’t negotiate against someone. You negotiate with someone because the two of you together are crafting a deal that you both want and find better than not having a Take Action:

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here.

 

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Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

Get the free Brain Bump app at https://brainbumpapp.com and a number of free resources at https://www.thecareertoolkitbook.com/resources 

  • Summaries and highlights from books and podcasts

 

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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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.

 

 

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.

Listen to our next episode and be sure to subscribe.

 

Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback

 

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