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