Build an AI-Powered CAS Practice by 2028 w/ Peter McCarroll
Building the Premier Accounting Firm
Release Date: 08/19/2026
Build an AI-Powered CAS Practice by 2028 w/ Peter McCarroll
Building the Premier Accounting Firm
Join Roger Knecht and guest Peter McCarroll on the latest episode of Building the Premier Accounting Firm as they discuss the urgent transformation of accounting practices through AI implementation. Learn how to shift from historical reporting to real-time advisory services and why adopting these technologies within the next two busy seasons is critical for the survival and growth of modern firms. In This Episode: 00:00:00 The Urgency of AI Adoption 00:03:49 Moving From Rearview to Dashboard 00:08:44 The Role of a Strategic Navigator 00:13:39 Phases of AI Implementation 00:18:21 Practical AI...
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This Week on BPAF : Peter McCarroll
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses AI with Peter McCarroll.
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Why Accounting Marketing Messages Fail w/ Heidi Ryder
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...
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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
info_outlineJoin Roger Knecht and guest Peter McCarroll on the latest episode of Building the Premier Accounting Firm as they discuss the urgent transformation of accounting practices through AI implementation. Learn how to shift from historical reporting to real-time advisory services and why adopting these technologies within the next two busy seasons is critical for the survival and growth of modern firms.
In This Episode:
00:00:00 The Urgency of AI Adoption
00:03:49 Moving From Rearview to Dashboard
00:08:44 The Role of a Strategic Navigator
00:13:39 Phases of AI Implementation
00:18:21 Practical AI Applications
00:23:09 Advisory and Scaling Knowledge
00:28:48 Advanced Integration and Workflows
00:33:08 Empowering Staff in the AI Era
00:38:37 Final Thoughts and Future Roadmap
Key Takeaways:
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Adopt AI tools now to prepare for the industry landscape of 2028.
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Transition accounting services from “rearview mirror” reporting to real-time, “dashboard” insights.
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Leverage AI as a strategic collaborator to identify revenue growth opportunities.
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Train staff members to become “accountant agent managers” who oversee AI-driven workflows.
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Integrate AI with existing platforms to optimize data transformation and efficiency.
Featured Quotes:
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“AI is going to change the way we do our work, it’s going to change the way we run our firm, it’s going to change the way we engage with our clients.” — Peter McCarroll
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“You can’t drive very far or very fast looking in the rearview mirror.” — Peter McCarroll
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“I don’t sell tools. I sell thought.” — Peter McCarroll
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:
Exclusive offer: Get $500 off the AI Practice Transformation program — our three-week cohort that helps CAS firms redesign workflows, engineer their AI context, and build a real advisory model. That brings it from $2,997 to $2,497. Mention this episode when you reach out, and we'll apply the discount. Start at theaiaccountant.ai/transformation
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