Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Managing your online presence can be overwhelming. Listen as Chris and Roger discuss the terms we need to know when creating an online strategy. First understand the phrases like Search Engine Optimization (SEO) and Search Engine Marketing (SEM) but there are so many more. Consider using LinkedIn and Google to leverage your website and be the solution your potential clients need. Learn how you can manage your online presence to get clients today offering quality accounting services. Be the solution your clients are...
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In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Chris Miller, VP at NetGain Solutions, about the evolution and future of accounting software, focusing on AI’s impact and how accounting professionals can adapt to stay relevant and profitable. Learn actionable strategies for embracing new technologies and leveraging AI to enhance your firm’s services by listening to this episode. In This Episode: 00:00 Introduction to Chris Miller and AI 04:15 Evolution of Accounting Software and AI 11:13 AI, Wisdom, and the Accountant’s Role 15:05 Overcoming...
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Join us this Wednesday for a new episode where Roger discusses pricing accounting services effectively with Mark Wickersham.
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Join us as we revisit this conversation from 2021! After a career in accounting, as a controller and CFO, the time came to work with and help small business. It began simply helping friends and family with their taxes, but the time came to make the leap and do this seriously, treating the hobby and favor as a business. Even when offering quality services there are challenges. Listen as Fred shares insights and suggestions to progress in your business to achieve your goals. Fred’s real-world advice, his candor is appreciated as we each work with our clients to help them...
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In this episode of Building the Premier Accounting Firm, Roger Knecht sits down for a live discussion with Rick Haskell about his journey as an entrepreneur, academic, and finance expert. They explore the mindset needed for success in business and valuable lessons for accounting professionals. Rick shares insights from his experience with Goldman Sachs 10,000 Small Businesses program and offers advice for small business owners. Key Takeaways: Understand the crucial role of financial literacy for business owners. Recognize the importance of management training programs in developing...
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Join us this Wednesday for a new episode where Roger discusses life with Rick Haskell.
info_outlineBuilding the Premier Accounting Firm
Join us as we revisit this conversation from 2021! After a successful career as a CPA, controller and an exit from a business it was time for Andrew to move and start something new. This was the time to become an entrepreneur. It was a challenge being enrolled in the “school of hard knocks” but worth it. With that said Andrew shares the best advice he ever got and how it changed his accounting business. Today he is a force to be reckoned with in his industry of choice as the accounting professional. Learn how these principles apply to you as you run your business and why...
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In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Amanda Watts, a business advisory strategist, about transitioning accounting practices into advisory roles. They explore the challenges, pricing strategies, and the unique value accountants bring to business advisory. Key Takeaways: 💡 Define Advisory: Understand advisory as guiding clients to their own solutions through insightful questions, not just providing answers. 🔑 Address Fears: Acknowledge and overcome the fears holding you back from offering advisory services. 💰 Price on...
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Join us this Wednesday for a new episode where Roger discusses productizing your advisory services with Amanda Watts.
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Join us as we revisit this conversation from 2021! When offering accounting services do we understand the opportunity we have to become a member of their board of experts? What does that mean and who does it include? How do the accounting principles we use in business also apply at home and vice versa? Helping clients realize they can always manage their money better, personally and professionally. There is a part we can play as accounting professionals that is more than compliancy and financial reports. Listen in as Roger and Greg consider what more we can do to help our...
info_outlineJoin us this Wednesday for a new episode where Roger discusses productizing your advisory services with Amanda Watts.