Building the Premier Accounting Firm

Convert Leads Fast: How to Build Lead-to-Paid Systems w/ Irene Seelig

Thank you for joining us for another episode of Building the Premier Accounting Firm, the show that helps you grow your firm. Today, host Roger Knecht interviews Irene Seelig, CEO and co-founder of AccountGroove, to discuss how accounting firms can stop undercharging and wasting time on bad-fit clients. They cover building scalable advisory practices, leveraging AI for lead-to-paid systems, and the importance of CRMs in managing client relationships for accounting success. In This Episode: 00:00 Introducing AccountGroove and Irene Seelig 03:39 Why Accountants Undercharge for Services 08:19...

This Week on BPAF : Irene Seelig

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses lead to paid with Irene Seelig

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 &...

Rethinking Accounting Education w/ David Waite

Building the Premier Accounting Firm

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...

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...

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...

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

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...

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...

More Episodes

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 Intuit’s Role in Modernizing Accounting Education
26:06 Universal Accounting’s Approach to Bookkeeping Training
31:13 Empowering Accountants with Business Acumen
41:57 AI’s Impact on Accounting Education
47:39 Teaching Principles vs. Data Entry
51:52 Managing AI and Core Principles
56:48 From Task-Doers to Problem-Solvers
01:02:04 Confidence, Competence, and the Future
01:10:30 Personal Reflections and Insights
01:15:29 Work-Life Balance Philosophies
01:18:30 Prioritization and Delegation
01:23:37 Rapid-Fire and Future Outlook

Key Takeaways:

Rethink accounting education to move beyond rote tasks and emphasize critical thinking for future professionals.
Recognize that the accounting profession offers diverse career paths beyond the traditional CPA and public accounting roles.
Integrate technology like QuickBooks and AI into curriculum to prepare students for real-world accounting practices.
Teach students to question and analyze AI outputs, ensuring they maintain fundamental understanding and professional judgment.
Equip graduates with confidence and competence to navigate an accounting landscape increasingly focused on advisory services and business process understanding.

Featured Quotes:

“If you find something that you’re good at, that you like to do, that you like to study, go into that.” - David Waite

“We’re commoditizing the hindsight work… now we’re getting more into the insightful side… and now we’re going to be spending a lot more time… in the foresight.” - Roger Knecht

“We’re teaching you how to think in a way that whatever comes your way, you’re going to figure it out.” - David Waite

Conclusion:
Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here.

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Building the Premier Accounting Firm

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