Building the Premier Accounting Firm

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses AI with Peter McCarroll.  

Building the Premier Accounting Firm

Join Roger Knecht and guest Heidi Ryder as they explore the essentials of growing a bookkeeping business with powerful marketing on the latest episode of Building the Premier Accounting Firm. This episode provides practical advice on marketing your firm, leveraging AI tools, and overcoming imposter syndrome to build a successful, remote-first accounting practice. In This Episode: 00:00:00 Introduction and Why Become a Bookkeeper 00:04:22 Virtual Bookkeeping and Client Retention 00:08:36 Common Marketing Pitfalls and Language 00:13:35 Practical Advice and Using AI for Marketing 00:20:47...

Building the Premier Accounting Firm

Welcome to another episode of Building the Premier Accounting Firm. Today you’ll discover how to bridge the gap between technical accounting and the practical cash flow needs of small business owners. Roger Knecht and guest David Safeer share actionable strategies to help accounting professionals transition into high-value cash flow advisory roles. In This Episode: 04:08 Cash vs. Accrual Perspectives 08:24 Implementing Cash Flow Projections 14:16 Attention and Accountability 26:47 Managing Cash Flow Strategies 37:37 Cash Flow Misconceptions 42:01 Accrual vs. Cash Forecasts 49:17 Impactful...

Building the Premier Accounting Firm

Thank you for joining us for another episode of Building the Premier Accounting Firm. Today Roger Knecht and Brian Mayoral, Co-Founder and CEO of Sell Up, explore how accounting professionals can create the ideal sales package for their services. Discover how niching, effective sales systems, and shifting from features to benefits can help you scale your firm with easy to implement sales strategies. In This Episode: 00:00:00 Introduction to the Podcast 00:02:10 Redefining the Meaning of Sales 00:07:54 Mentorship and Personal Growth 00:13:01 Common Sales Pitfalls for Accountants 00:19:58...

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses having a successfull sales cycle with Brian Mayoral  

Building the Premier Accounting Firm

Thank you for joining us for another episode of Building the Premier Accounting Firm. Today you’ll discover how to build a self-sustaining accounting firm that thrives without your constant presence. Roger Knecht and guest Dr. Ruth Mannschreck share a five-part framework for creating robust systems, fostering a magnetic company culture, and hiring for long-term success. In This Episode: 02:34 The Catalyst for Business Transformation 06:16 Collaborative Problem Solving and Systems 10:05 Communication and The Warm Handoff 17:27 Hiring for Soft Skills 23:06 Defining Culture through Behavior...

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses building a practive hat runs without you with Dr. Ruth Manschreck  

Building the Premier Accounting Firm

In today’s episode of Building the Premier Accounting Firm, Roger Knecht and guest Matt Granados discuss how accounting firm owners can move beyond basic efficiency to reach true effectiveness. They explore how setting clear client expectations and implementing structured planning systems help reduce burnout and improve profitability. In This Episode: 00:00 Efficiency vs Effectiveness in Accounting 03:50 Managing Expectations and Client Satisfaction 07:13 Bridging Intention and Execution 12:24 Evolution of Leadership Styles 17:24 Creating Margin and Optimal Performance 23:29 Strategic...

Building the Premier Accounting Firm

Join us this Wednesday for a new episode where Roger discusses working more efficiently with Matt Granados  

Building the Premier Accounting Firm

Thank you for listening to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Justin Lund discuss how founders can avoid common mistakes that lead to burnout and chaos. Justin shares his experience building and exiting multiple companies, highlighting the importance of strategic delegation and leveraging accounting insights to gain freedom and profitability in business. This episode is packed with practical advice for accounting professionals looking to scale their firms without sacrificing personal well-being. In This Episode: 00:00 Introduction to Justin Lund...