Accounting Firm HR: Stop Pushing Paper, Prioritize People w/ Rhamy Alejeal
Building the Premier Accounting Firm
Release Date: 06/25/2025
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Itâs not just what our clients say that matters, itâs so much more than kind words. In addition to the ego boost from our clientsâ 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. âTCâ and Roger have a great conversation about the power of testimonials and how to get them. âTCâ demonstrates the ease to get the feedback and promotional materials we all need to hear and use to grow our...
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In this episode of âBuilding the Premier Accounting Firm,â 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. đŻ Embrace Technology: Adopt software and AI tools to streamline processes, improve efficiency, and standardize operations. âď¸ Prioritize Quality...
info_outlineBuilding 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.
info_outlineBuilding 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 youâd 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...
info_outlineBuilding the Premier Accounting Firm
In this episode of âBuilding the Premier Accounting Firm,â 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. đź Key Takeaways: đĄ Motivate employees by understanding their individual goals and aligning them with company objectives. đ Identify operational bottlenecks by analyzing decision-making frameworks and process...
info_outlineBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses operations with Jen Hamilton.
info_outlineBuilding 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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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: đ Shift from a worker-class mindset to an entrepreneurial mindset by claiming your authority and promoting yourself. đŻ Prioritize high-impact activities like sales and delegate tasks that donât...
info_outlineBuilding the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses mindset with David Neagle.
info_outlineBuilding 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. Donât miss this episode! Also, pay attention to the advice...
info_outlineIn 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:
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đ Evaluate HR needs by considering risk mitigation and return on labor.
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đ˘ Formalize performance management and onboarding structures for remote teams.
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đ Track key HR data points to improve business operations and employee satisfaction.
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đ¤ Develop people processes to empower employees to make decisions aligned with company culture.
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đ Partner with HR professionals to streamline processes, enhance employee performance, and increase firm profitability.
Behind the Story:
Rhamy Alejeal shares his journey from economics and insurance to becoming a leading provider of HR solutions. He explains how he helps businesses scale by focusing on people processes, data-driven insights, and creating a culture where employees make decisions aligned with the companyâs values,
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 Rogerâs team here.
About keepfulÂŽ :
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Sponsors:
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Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Elevate Your Services: HR Partnership Program for Finance Professionals:
https://peopleprocesses.com/partnerprogram/
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 accountantâs library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
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âRed to BLACK in 30 days â A small business accountantâs guide to QUICK turnaroundsâ â 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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âin the BLACK, nine principles to make your business profitableâ â Nine Principles to Make Your Business Profitable â 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 â 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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âYour Strategic Accountantâ - 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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âYour Profit & Growth Expertâ - 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.
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 weâve 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. Itâs 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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Topical Newsletters:
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 Companyâs 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 donât 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