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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

This Week on BPAF : Ahuva Gruen show art This Week on BPAF : Ahuva Gruen

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses the 4 P's with Ahuva Gruen.  

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Rewind : Providing Quality Services w/ Gabrielle Fontaine show art Rewind : Providing Quality Services w/ Gabrielle Fontaine

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! For years Gabrielle has worked in accounting and perhaps has seen it all.  Therefore, it is no surprise when the conversation turns to providing quality services ethically, but what does that mean? Take the time to listen in as Roger and Gabrielle discuss the role of the accountant and bookkeeper. Understand how confidence and competence play into the equation and determine your success. They also discuss how accounting is actually a people business.  The relationships we build with business owners are both personal and...

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5 Must-Have CFO Services for Accounting Clients w/ Lera Kooper show art 5 Must-Have CFO Services for Accounting Clients w/ Lera Kooper

Building the Premier Accounting Firm

Join Roger Knecht on “Building the Premier Accounting Firm” as he interviews Lera Kooper, owner of a CPA business advisory firm, about her journey of acquiring and growing accounting firms, and her strategies for offering high-value CFO and advisory services. Discover how Lera transitioned from a tax-driven model to a balanced approach, emphasizing monthly recurring revenue and strategic client relationships. Learn practical insights into firm valuation, service pricing, and team management for accounting professionals. Key Takeaways: Acquire Strategically: Focus on firms with...

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This Week on BPAF : Lera Kooper show art This Week on BPAF : Lera Kooper

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses transitioning from a compliance driven to strategic driven firm with Lera Kooper.

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Rewind : Time is Fleeting, Work More Efficiently w/ Celso Pinto show art Rewind : Time is Fleeting, Work More Efficiently w/ Celso Pinto

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! Running an accounting business can be overwhelming.  Managing time, identifying priorities, and defining workflows is important. Listen to Roger and Celso reflect on business and how we can work more purposefully when taking care of our clients.  When we work with the intent to be profitable, we can become the premier accounting firm in our area. Simply said, things do not need to be as complicated as we tend to make them as we run our business.  The time is now to explore ways to leverage technology to improve workflow. Your...

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The 6 Buckets: Master Cash Flow Discussions with Business Owners w/ Mike Milan show art The 6 Buckets: Master Cash Flow Discussions with Business Owners w/ Mike Milan

Building the Premier Accounting Firm

In this episode of Building the Premier Accounting Firm, Roger Knecht interviews Mike Milan, a cash flow expert, on uncovering hidden cash flow and building financial strength in businesses. Mike shares insights from his Clear Path to Cash framework, emphasizing communication and practical implementation strategies for accounting professionals. Key Takeaways: 🗣️ Improve communication by translating financial jargon into understandable terms for clients. 🔍 Identify hidden cash flow using techniques like the “Cash Leak Map” to demonstrate value. 🚀 Offer advisory services as...

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This Week on BPAF : Mike Milan show art This Week on BPAF : Mike Milan

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses uncovering hidden cash flow with Mike Milan  

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Rewind : Being Safe & Vulnerable w/ Robyn Mons show art Rewind : Being Safe & Vulnerable w/ Robyn Mons

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! Have you ever asked yourself the question, “am I 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. Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses. Learn what you can do to be in business for yourself but not by yourself.  There is no need to experience this journey alone and feel as if you are re-inventing the process when...

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Accounting Firm HR: Stop Pushing Paper, Prioritize People w/ Rhamy Alejeal show art Accounting Firm HR: Stop Pushing Paper, Prioritize People w/ Rhamy Alejeal

Building the Premier Accounting Firm

In this episode of Building the Premier Accounting Firm, host Roger Knecht and Rhamy Alejeal, founder of People Processes, discuss the importance of HR in accounting firms, addressing risk mitigation, employee productivity, and strategies for remote teams. Learn how to prioritize people to build a successful accounting, bookkeeping, and tax business in this insightful interview with one of the leading minds in the world of Human Resources. Key Takeaways: 🔎 Evaluate HR needs by considering risk mitigation and return on labor. 🏢 Formalize performance management and onboarding...

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This Week on BPAF : Rhamy Alejeal show art This Week on BPAF : Rhamy Alejeal

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses how to scale and grow with Rhamy Alejeal.  

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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.

 

About Cash Flow Mike:

“Let’s face it—tax season is about the past. You're filing reports, closing books, and looking in the rearview mirror.

But the most valuable advisors? They’re not stuck in the past—they're helping clients build the future.

That’s where Clear Path To Cash comes in. It’s the system designed specifically for accountants and bookkeepers who want to deliver real advisory value—without guesswork.

With on-demand courses, live training, and a powerful cash flow app, you’ll learn how to uncover hidden cash, guide better decisions, and close more high-value deals—all by simplifying the way you talk about financials.

And right now, just for GrowCon listeners, you can try any membership level FREE for 30 days. Just use the promo code UAC25FEE at checkout.

So stop looking backward—start leading forward.

Visit CashFlowMike.com and enter UAC25FEE to unlock your free trial today.”

 

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:

  • “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.

  • “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.

  • “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.

  • 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.

 

 

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