The Secret to Closing the Gap Between Profit and Cash w/ David Safeer
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...
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Is Your Sales Process Limiting Your Accounting Firm? w/ Brian Mayoral
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...
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This Week on BPAF : Brian Mayoral
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses having a successfull sales cycle with Brian Mayoral
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The 5-Part Framework for Magnetic Company Culture w/ Dr. Ruth Mannschreck
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...
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This Week on BPAF : Dr. Ruth Mannschreck
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
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The Secret to Falling in Love with Accounting Again w/ Matt Granados
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...
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This Week on BPAF : Matt Granados
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses working more efficiently with Matt Granados
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Get 5-10 Hours Back: How to Delegate Low-Value Tasks w/ Justin Lund
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...
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This Week on BPAF : Justin Lund
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses delegation with Justin Lund
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Academia’s Big Miss: What Accountants DON’T Learn w/ Brittany Brown
Building the Premier Accounting Firm
In today’s episode, Roger Knecht discusses the evolution of the accounting profession with Brittany Brown, focusing on the impact of AI, the importance of CAS, and changes needed in academic curriculum. They explore how firms can adapt to new technologies and client expectations, emphasizing practical application and efficiency for building a premier accounting firm. In This Episode: 00:00 Introduction & Guest Background 04:49 The Power of Niching in E-commerce 15:31 Transition to Academia: UVU QuickBooks Class 21:00 Passion Project to Full-Time Professor 31:14 Real-World Application in...
info_outlineWelcome back to the Building the Premier Accounting Firm podcast. In today’s episode, host Roger Knecht and his guest Yogi Goel, cofounder of Maxima, discuss AI’s transformative impact on accounting, moving from transactional tasks to strategic advisory roles. They share insights on leveraging AI as a specialized employee to boost efficiency, client delivery, and firm profitability. This episode offers a clear vision for accounting professionals to adopt AI effectively.
In This Episode:
00:00 Yogi Gyal’s Journey to Accounting
02:37 Why Start Maxima AI?
06:21 AI in Accounting: Real vs. Hype
09:25 AI as an Employee: An Analogy
14:17 The Evolving Accounting Firm with AI
19:32 Maintaining Client Trust with AI
23:36 AI’s Impact on Accounting Workflow
26:54 AI Adoption: The Future of Firms
30:48 Maxima vs. Generic AI Platforms
36:17 Freedom, Gratitude, and Family Values
40:19 Closing Thoughts and Resources
Key Takeaways:
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Learn why AI is a tool, not a replacement, for accounting professionals.
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Understand the specific accounting tasks where AI excels and where human judgment remains vital.
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Discover how AI can free up time for advisory services and deeper client engagement.
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Explore the benefits of specialized AI agents in accounting compared to general AI models.
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Prepare your firm for future growth and increased profitability through AI adoption.
Featured Quotes:
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“Accounting was one thing which – as the language of business – allowed me to interpret and compare businesses across [different industries].” — Yogi Goel
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“AI is a tool which is out there to help humans be better, not dominate humans.” — Yogi Goel
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“The one who adopts AI at the center, in a balanced way, will have better client delivery in terms of time and accuracy, and more revenue and better margins.” — Yogi Goel
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.
Sponsors:
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Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get a demo of Maxima here: https://www.maxima.ai/book-a-demo
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Remember this, Accounting Success IS Universal.
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For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it’s about accounting, it’s Universal.