Libsyn Directory

This Week on BPAF : Deneen Dias

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses embracing AI and CAS with Deneen Dias

Rewind : Breaking Free From The Imposter Syndrome w/ Trokon Pope

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! Think of it, finishing college, working within the community, and then starting your accounting business. Trokon shares with Roger what it took to get the confidence and competence to start the accounting business. He points out the 3 things that made the difference to insure his success in the first year. It’s like a franchise without the royalty fees. Trokon is quick to point out that getting clients is priority #1. Hear the mantra he uses to stay focus and make sure it is a win/win relationship when working with a...

Build Authority: The Handwritten Note Advantage w/ David Wachs

Building the Premier Accounting Firm

Roger Knecht talks with David Wachs, founder of Handwrytten, about the unexpected power of personalized, robotic handwritten notes in an increasingly digital world. Learn how this unique approach to communication can build stronger client relationships, enhance marketing efforts, and ultimately elevate your accounting firm’s brand to a luxury service. In This Episode: 00:00 Introduction to Handwrytten 02:10 The Origin Story of Handwrytten 05:04 Authenticity of Robotic Handwriting 08:47 Applications for Handwritten Notes 12:00 Impact and Durability of Notes 15:09 Differentiating with...

This Week on BPAF : David Wachs

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses the power of handwritten notes with David Wachs.

Rewind : Begin With The End In Mind w/ Tyler Otto

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! This is an episode you don’t want to miss. Tyler has a fascinating story to share. From the stable corporate job to joining the wife in her accounting business. Roger and Tyler have so much to cover as they discuss: Developing a virtual accounting business, never meeting the client and many of the staff in person but working with them remotely Prequalifying potential clients for consideration. Although he runs a virtual business he still understands is needs to be personable and based on relationship building We all know...

Your Budget is Wrong: Why Most Forecasts Fail w/ Matt Putra

Building the Premier Accounting Firm

In this episode of Building the Premier Accounting Firm, Roger Knecht and guest Matt Putra discuss the critical differences between budgeting and forecasting in accounting, emphasizing data-driven decision-making for e-commerce businesses. They explore how financial management, including KPIs and cash flow strategies, helps fast-growing consumer brands optimize profitability and scale effectively, with a focus on AI’s transformative impact. In This Episode: 00:00 Introduction to Matt Putra and 8x 01:03 Matt’s Journey to 8x and Data-Driven Decisions 02:52 Budget vs. Forecast: Key...

This Week on BPAF : Matt Putra

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses budgeting and why most forecasts fail with Matt Putra.

Rewind : Quantifying the Client Experience, the 5 Star Rating w/ Tyler Small

Building the Premier Accounting Firm

Join us as we revisit this conversation from 2021! Beyond the work we do and the accounting reports we create we need to find out and understand how useful the information is to our clients. Think about it. What are they really paying us for? In fact, what are we doing to generate for them a 5 Star Experience? Roger and Tyler have an interesting discussion that we each should consider as we remember what our relationships are and should be with our clients Listen and learn the 3-step process to improve client appreciation and retention. You’ll want to be ready to take...

How to Stop Undercharging in Your Firm w/ Michelle Weinstein

Building the Premier Accounting Firm

Roger Knecht and Michelle Weinstein discuss how accounting professionals can overcome undercharging, set firm boundaries, and increase revenue. Learn strategies to value your expertise and implement sales processes for a thriving accounting firm. In This Episode: 00:00 Introduction to Michelle Weinstein 01:10 Michelle’s Career Journey & Lessons 06:05 The Birth of The Abundant Accountant 09:50 Stop Undercharging and Valuing Services 12:33 Engagement Letters and Scope Creep 17:51 Establishing Boundaries for Your Firm 23:15 Payment Methods and Avoiding Receivables 30:03 Overcoming the Fear...

This Week on BPAF : Michelle Weinstein

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses how to stop undercharging in your firm with Michelle Weinstein.

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