Libsyn Directory

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.

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...

Ahuva Gruen’s 4 P’s: Are You Missing This Profit Key?

Building the Premier Accounting Firm

In this episode of Building the Premier Accounting Firm, Ahuva Gruen, a seasoned fractional CFO, shares her journey from a young entrepreneur to a financial expert, offering insights on differentiating bookkeeping, accounting, and CFO services. She emphasizes the importance of strategic financial management for business growth and profitability. Key Takeaways: Differentiate between bookkeeping, accounting, and CFO services to provide tailored solutions. Optimize the “Four P’s” (People, Processes, Profits, Products) to identify and address pain points in a business. Implement key...

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.

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...

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...

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.

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...

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...

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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