Why Most Firms Get Their Valuation Wrong w/ Tim Brackney
Building the Premier Accounting Firm
Welcome to another episode of Building the Premier Accounting Firm with host Roger Knecht. Today, Roger sits down with Tim Brackney to discuss how to build a premier accounting firm, focusing on private equity strategies, firm valuation, and the importance of a clear North Star vision. Learn how Springline Advisory identifies top-tier middle-market advisory businesses by evaluating economic, strategic, and cultural fits, and why a people-first approach is key to success. In This Episode: 00:00 Welcome & Guest Introduction 01:12 Tim’s Journey to Springline 03:19 Springline’s Goal &...
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Rethinking Accounting Education w/ David Waithe
Building the Premier Accounting Firm
Thank you for joining us for another episode of Building the Premier Accounting Firm. Today, host Roger Knecht and David Waite discuss the evolving accounting profession, focusing on how education must adapt to prepare students for a world with AI and changing job roles. They explore the shift from traditional accounting tasks to advisory services and critical thinking. Episode Navigation: 00:00 Welcome and Introduction 01:02 David’s Accounting Journey 06:53 The Limited Scope of Accounting Education 11:35 The Need for Educational Reform 15:37 Introducing Bookkeeping into Academia 20:01...
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Rewind : SEO for Accountants & More! w/ Kelly Gonsalves
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2022! In this episode of Building the Premier Accounting Firm, you’ll learn what you need to do with your online presence to get people to find you and act, to call or book an appointment to meet with you. We all hear it, again and again, there are things we need to have a profitable and effective online presence: Search Engine Optimization (SEO) Writing Content Blogging But what does this all mean and what do we need to do to be relevant and found online. Roger and Kelly have an in-depth conversation that we all need to hear to leverage...
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Optimize Your Website for Accounting Leads w/ Wes Towers
Building the Premier Accounting Firm
Roger Knecht and Wes Towers discuss effective marketing strategies for accounting firms, focusing on local presence, niche marketing, and leveraging AI for content creation. Learn how to transform random marketing acts into deliberate growth engines and enhance your firm’s visibility and client acquisition. In This Episode: 00:00 Introduction to Marketing for Accountants 02:52 Leveraging Local Presence and Niching 06:47 Outcome-Focused Marketing Messaging 09:52 Google Business Profile and Reviews 14:11 Marketing Rhythm and Content Creation 19:51 AI in Marketing and Human Connection 26:25...
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AI & Cashflow: The Unseen Impact on Your Firm’s Future w/ Duane Deason
Building the Premier Accounting Firm
Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Duane Deason, a seasoned CPA and cost management expert, discuss how accounting firms can provide invaluable cost management services to their clients. This episode explores strategies for optimizing business efficiency, increasing profitability, and leveraging financial data for sustained growth, moving beyond traditional accounting into an advisory role. In This Episode: 00:00 Introduction to Cost Management 02:54 Cost Management for Accountants 06:14 Rethinking Cost Management Strategies 09:29...
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This Week on BPAF : Duane Deason
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses AI and Cashflow with Duane Deason
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Rewind : Moving Away From Data Entry w/ Moshe Teitlebaum
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2022! Accounting & bookkeeping is made up of processes and systems, prime to be automated. But what and how is the million-dollar question. Well, this is a conversation with someone committed to using technology and Artificial Intelligence (AI) to do just that. This is a conversation with the founder of such a company. Listen in as Roger has Moshe share his story and give some insights into the process of leveraging technology to help the accounting profession. Automation and accuracy are our friends! It removes the pain points...
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How to Escape the Hourly Billing Trap w/ Jonathan Stark
Building the Premier Accounting Firm
In today’s episode of Building the Premier Accounting Firm, Roger Knecht and Jonathan Stark discuss the pitfalls of hourly billing and the significant benefits of shifting to value-based pricing for accounting firms. Learn how to transform your business model, increase profitability, and build stronger client relationships by focusing on client outcomes rather than billable hours. This episode offers practical strategies for making this critical transition and leveraging your expertise effectively. In This Episode: 00:00 Introduction to the Podcast 01:21 The Problem with Hourly Billing 03:31...
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This Week on BPAF : Jonathan Stark
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses the mindset around pricing with Jonathan Stark.
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Rewind : Selling Accounting Services 2.0 w/ Debra Angilletta
Building the Premier Accounting Firm
Listen as two expert salespeople share their insights; the key elements needed to close the deal and get the clients you deserve. Debra and Roger offer actionable steps that any accounting professional can take to comfortably use to get the next new client. This is an energetic conversation that you are sure to enjoy and use to improve your sales processes. Get ready to take some good notes on topics ranging from: Identifying and using your Inside Voice – your inner voice Sales make the work go round, consider it first things first when it comes to your business. Sales are the...
info_outlineJoin us this Wednesday for a new episode where Roger discusses the mindset around pricing with Jonathan Stark.