Get 5-10 Hours Back: How to Delegate Low-Value Tasks w/ Justin Lund
Building the Premier Accounting Firm
Release Date: 07/08/2026
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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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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Join us this Wednesday for a new episode where Roger discusses having a successfull sales cycle with Brian Mayoral
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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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Join us this Wednesday for a new episode where Roger discusses working more efficiently with Matt Granados
info_outlineBuilding 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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Join us this Wednesday for a new episode where Roger discusses delegation with Justin Lund
info_outlineBuilding 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_outlineThank 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
01:29 Justin’s Entrepreneurial Journey
07:11 Starting vs. Investing in Businesses
13:54 The Role of Accounting and Delegation
25:05 The Emotional Cost of Low-Value Tasks
31:07 The Tripod Method for Delegation
36:06 Warning Signs of Capacity Ceiling
48:51 Conclusion and Resources
Key Takeaways:
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Delegate tasks strategically to free up your time and energy, focusing on high-value, revenue-generating activities.
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Utilize accounting insights and dashboards to manage businesses effectively from a high level, avoiding day-to-day operational entrapment.
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Document repetitive tasks using a “tripod method” to create playbooks and checklists for easy delegation and duplication.
Featured Quotes:
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“Distraction is the silent killer of dreams.” — Justin Lund
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“The more my business grew, literally the more time I had and the more resources I had to spend that time in better ways.” — Justin Lund
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“Be slow to delegate what your jam is. Be fast to delegate what sucks the time and energy away from you.” — Justin Lund
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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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.